Lucent Technologies Answering Machine 101 1620 005 User Manual

Octel Unified Messenger  
Concepts and Planning Guide  
101-1620-005  
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Preface  
Overview  
This guide provides:  
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Guidelines for planning and sizing a new installation.  
A description of the hardware and software components of Octel  
Unified Messenger.  
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The concepts underlying Octel Unified Messenger, including  
voice mail domains, addressing, client and server operations, and  
telephony concepts.  
Audience  
This guide is intended for use by anyone recommending, purchasing, or  
installing Octel Unified Messenger. Readers should be familiar with the  
concepts and operation of Windows NT and Microsoft Exchange.  
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Octel Unified Messenger Concepts & Planning Guide  
Octel Unified Messenger documentation  
See the following documentation for more information about Octel  
Unified Messenger:  
Installation Guide, 101-1621-005  
Provides information on the installation process.  
Available on the Octel Unified Messenger CD-ROM.  
Administrator’s Guide, 101-1618-005  
Provides information on administering the Octel Unified Messenger  
system.  
Available on the Octel Unified Messenger CD-ROM.  
Subscriber’s Reference Guide, 101-1619-005  
Provides information on using Octel Unified Messenger client  
applications.  
Available on the Octel Unified Messenger CD-ROM.  
Unified Messenger At-A-Glance, 101-1622-004  
Provides at-a-glance information on using Octel Unified Messenger from  
the telephone user interface.  
Configuration Notes  
Provides integration information for types of PBX and fax devices.  
Available from your Octel Unified Messenger support representative.  
Rhetorex User’s Guide for AccuCall+ for Windows 95 and Windows NT,  
Revision 1.0, 201-0048-000  
Provides information on configuring the voice board driver software to  
communicate with a PBX.  
Available on the Octel Unified Messenger CD-ROM.  
Rhetorex Hardware and Software Installation Guide for Windows 95 and  
Windows NT, 201-0050-000  
Provides information on installing a Rhetorex Voice Processing board,  
and on installing and configuring Rhetorex driver software and firmware.  
Available on the Octel Unified Messenger CD-ROM.  
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Preface  
Unified Messenger Online Support  
For Octel Unified Messenger support, contact your Octel Unified  
Messenger support representative.  
For important, up-to-date information on Octel Unified Messenger, see  
the Readme file available on the Octel Unified Messenger CD-ROM.  
Conventions  
The following conventions are used in this guide:  
Convention  
Description  
ALL  
CAPITALS  
Filenames and extensions, directory names, paths,  
and acronyms.  
Initial Capitals  
Names of applications, programs, menu items, and  
dialog boxes.  
italic type  
Book titles.  
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Contents  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-2  
Product features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-3  
The unified mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-4  
Telephone user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-5  
PC user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-5  
Networked components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-6  
Microsoft Exchange Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-6  
Voice server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-7  
Tracing server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-7  
Fax server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-8  
PBX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-9  
TUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-9  
LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-10  
PC user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-10  
Benefits summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11  
Subscriber convenience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11  
Ease of administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-11  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-2  
Design rules for voice mail domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-3  
Sizing ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-4  
Calculating the number of voice servers required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-9  
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Octel Unified Messenger Concepts & Planning Guide  
Hardware and software requirements for Octel Unified Messenger servers . . . . . . . . . . . . . . . 2-10  
Evaluating the additional load on Microsoft Exchange servers. . . . . . . . . . . . . . . . . . . . . . . . . 2-12  
Evaluating the additional network traffic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14  
Using Octel Unified Messenger via slow network connections. . . . . . . . . . . . . . . . . . . . . . . . . 2-16  
Using multimedia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16  
ConfigurationUsing the telephone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17  
The effect of slow network connections on Octel Unified Messenger applications . . . . . . 2-19  
Octel Unified Messenger interoperability with third-party fax servers . . . . . . . . . . . . . . . . . . . 2-20  
Requirements for third-party fax server interoperability with Octel Unified Messenger . . 2-21  
Enabling Octel Unified Messenger subscribers for fax. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2  
Voice mail domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2  
Addressing messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4  
System components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5  
Client components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5  
Server components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8  
PBX integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10  
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2  
Local mailbox numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3  
Dial-by-Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4  
Providing interoperability with existing Octel servers  
Introduction to OctelNet™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2  
OctelNet Messaging Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3  
Designing an OctelNet addressing scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4  
Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4  
Additional digits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4  
Mailbox length. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5  
OctelNet addressing scheme design rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5  
Addressing OctelNet messages from Octel Unified Messenger . . . . . . . . . . . . . . . . . . . . . . 5-7  
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Contents  
Addressing OctelNet messages to Octel Unified Messenger recipients. . . . . . . . . . . . . . . . .5-7  
Providing single-site interoperability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-8  
Automatic mailbox forwarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-8  
Chapter 6  
Connecting with the PBX  
Connecting with the PBX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-2  
Establishing security rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-3  
Access to voice mail domain administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-3  
Access to subscriber accounts administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-3  
Calculating busy hour traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2  
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GL-1  
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .IN-1  
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PART 1  
CONCEPTS  
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Introducing Octel Unified Messenger  
This chapter introduces Octel Unified Messenger and discusses the  
following topics:  
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Octel Unified Messenger product features.  
The “unified mailbox” concept.  
Networked components of the Octel Unified Messenger  
environment.  
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Benefits of using Octel Unified Messenger.  
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Octel Unified Messenger Concepts & Planning Guide  
Introduction  
Today e-mail, voice mail, and fax are established as strategic, enabling  
technologies at companies large and small. As a result, people are  
receiving both a larger volume and more types of messages than ever  
before.  
However, each kind of message typically requires its own access medium  
(telephone, personal computer, or fax device) and support structure  
(capital equipment, management tools, and service procedures). The task  
of retrieving, prioritizing, and storing messages can be inconvenient,  
complex, and time-consuming, even though messaging should enhance  
and streamline the communications process.  
To make this task easier, Octel Unified Messenger provides the following  
features:  
n
Messaging convenience  
Octel Unified Messenger enables everyone to view, listen to,  
send, store, and retrieve all their messages from one mailbox (the  
“unified mailbox”) with whatever access tool is the most  
convenient at any particular time: telephone, desktop computer,  
portable computer, or fax device.  
n
n
Simplified messaging management  
With Octel Unified Messenger, organizations can simplify  
communications administration, maintain accurate messaging  
directories, and reduce communication costs.  
Interoperability  
Utilizing OctelNet, Octel Unified Messenger systems  
interoperate with other Lucent Technologies Octel Messaging  
Division (OMD) voice messaging systems. This means that  
subscribers can exchange voice messages with users on other  
Octel messaging servers that support OctelNet.  
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Introducing Octel Unified Messenger  
Product features  
OMD uses the next-generation client/server messaging system Microsoft  
Exchange Server to deliver a truly unified messaging architecture that  
meets the mission-critical demands of even the largest organization.  
Specific features of Octel Unified Messenger include:  
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A single unified view of messages using the Exchange Server  
mailbox.  
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Telephone access to the Exchange Server mailbox.  
Fax, voice, and e-mail management using personal folders in  
Microsoft Exchange or Microsoft Outlook.  
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A single data store for all messages in the Microsoft Exchange  
Server.  
n
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A common, enterprise-wide directory for all messages.  
A single point of administration through enhanced Microsoft  
Exchange Server administration.  
n
n
n
n
n
n
Text-to-speech (TTS) delivery of e-mail and fax subject headers  
or the entire body of text messages.  
Fax delivery of e-mail messages (including attachments) using  
third-party fax servers.  
Voice message playback through multimedia equipment or a  
telephone.  
Voice messages addressed using the Microsoft Exchange  
directory.  
Ability to send, forward, or reply by voice across a local area  
network (LAN), a wide area network (WAN), or the Internet.  
Voice object embedding in OLE 2.0 and ActiveX compliant  
documents.  
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Octel Unified Messenger Concepts & Planning Guide  
The unified mailbox  
For each Octel Unified Messenger subscriber, all voice mail, telephone  
answering, e-mail, fax, and data messages (including documents and  
forms) are stored in the unified mailbox. Messages can be viewed,  
listened to, stored, or retrieved using either telephone, PC, or fax.  
Figure 1-1 shows the concept of the unified mailbox.  
Figure 1-1. Unified mailbox  
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2
3
1 PC  
2 Telephone  
3 Fax  
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Introducing Octel Unified Messenger  
Telephone user interface  
Subscribers can access their unified mailbox from a telephone user  
interface to do the following:  
n
n
n
n
Send and receive voice messages.  
Play back voice messages.  
Listen to e-mail messages, using TTS conversion.  
Forward fax messages to other recipients or to a fax device for  
printing.  
n
n
Store, delete, reply to, or forward e-mail, voice, or fax messages.  
Print e-mail messages on a fax device.  
PC user interface  
Subscribers can access their unified mailbox from a PC to do the  
following:  
n
n
Send and receive voice messages.  
Play back voice messages through the telephone or through PC  
multimedia equipment.  
n
n
n
Send and receive e-mail messages.  
Send and receive fax messages.  
Store, delete, reply to, or forward e-mail, voice, or fax messages.  
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Octel Unified Messenger Concepts & Planning Guide  
Networked components  
Figure 1-2 shows the networked components of the Octel Unified  
Messenger environment.  
Figure 1-2. Octel Unified Messenger networked components  
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1
8
5
7
2
3
9
6
1 PBX  
2 Telephone user interface  
3 Fax (optional)  
4 Octel voice server  
5 Fax server (optional)  
6 PC user interface  
7 LAN  
8 Octel tracing server  
9 Microsoft Exchange server  
Microsoft Exchange Server  
The Microsoft Exchange server is a Windows NT-based system that  
contains all user mailboxes and all directory information. It  
communicates with other Exchange servers on the LAN, with Exchange  
servers on remote sites via WAN or network dial-up, and through  
gateways with other e-mail systems across the Internet. The Exchange  
server provides a single point of administration for subscriber mailboxes.  
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Introducing Octel Unified Messenger  
Voice server  
The voice server is a Windows NT-based system that is the integral link  
between the LAN and the telephone network. It performs the following  
functions:  
n
n
n
n
Answers PBX-forwarded telephone calls.  
Plays personalized greetings.  
Records messages.  
Sends compressed message files to subscriber mailboxes for  
storage.  
n
Retrieves stored messages for playback through the telephone or  
through multimedia.  
n
n
Provides the capability for TTS conversion of e-mail messages.  
Detects incoming faxes and forwards them to third-party fax  
servers.  
Multilingual  
The voice server includes a speech synthesis device that allows  
text-to-speech  
subscribers to hear their e-mail messages over the telephone. This feature  
is also used for name confirmation when a recorded name is not available.  
Organizations that receive e-mail in more than one language can enable a  
multilingual TTS. This identifies the language of the e-mail message and  
reads the message in that language.  
The following languages are available:  
n
n
n
n
n
n
n
English  
French  
German  
Spanish  
Dutch  
Italian  
Russian  
Tracing server  
The tracing server is a separate system that records operational  
information about activity in the voice mail domain. Events, for example,  
port activity, are stored in an operation history database. An administrator  
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Octel Unified Messenger Concepts & Planning Guide  
can generate reports summarizing voice mail activity using the Octel  
Unified Messenger Reporting Tool application.  
Fax server  
The fax server is a third-party component to which the voice server  
more information on third-party fax server compatibility with Octel  
Unified Messenger, see “Octel Unified Messenger interoperability with  
third-party fax servers” on page 2-20.  
Octel Unified Messenger, in conjunction with a compatible fax server,  
offers the following fax features:  
n
n
n
Fax messages can be received and stored in a subscriber’s  
mailbox.  
Subscribers can send fax messages and e-mail messages to fax  
devices for printing.  
A copy of a subscriber’s Inbox listing can be faxed to a fax device  
through the telephone user interface.  
For more information on how to set up fax servers, see “Octel Unified  
Messenger interoperability with third-party fax servers” on page 2-20.  
Incoming faxes  
Incoming faxes may be received in two ways, depending on whether the  
system is set up with Direct Inward Dialing (DID):  
n
On systems with DID, callers call into a subscriber’s mailbox and  
press Start on their fax device.  
n
On systems without DID, callers call the subscriber’s automated  
attendant from the fax machine’s telephone, select the  
subscriber’s extensions by using either Dial-by-Name or by  
entering the subscriber’s extension number, and press Start on  
their fax device.  
Once fax calls are received, Octel Unified Messenger transfers the call  
from the voice server to the fax server. When the fax server answers the  
call, the voice server identifies the intended recipient and switches the call  
to the fax server to receive the fax. The fax server then delivers the fax  
message into the recipient’s mailbox.  
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Introducing Octel Unified Messenger  
Access to faxes  
using the TUI  
The telephone user interface recognizes messages of the message type  
IPM.NOTE.FAX. If a fax server does not support this message type, Octel  
Unified Messenger does not classify messages as faxes but only as e-mail  
messages with TIFF attachments.  
Subscribers can send fax messages to other recipients or to a fax device  
for printing. They can also send e-mail messages to a fax device for  
printing.  
E-mail messages that have attachments, for example, a document in  
Microsoft Word or Microsoft Excel format can be converted to fax format  
by the fax server and can be printed to a fax device. Which types of  
attachments can be printed to a fax device depends on the capabilities of  
the fax server.  
PBX  
The PBX or switch transfers calls from within the enterprise or from the  
outside telephone network to the OMD voice server. This capability can  
also be provided by the service provider’s central office equipment,  
known as Centrex.  
An Octel Unified Messenger voice server includes a “PBX integration”.  
This is a specialized connection to the PBX that provides information  
about calls as they are routed, such as:  
n
n
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Who the call was originally intended for (called party).  
Who placed the call (calling party).  
What caused the call to be directed to the voice server (for  
example, there was no answer or the telephone was busy).  
TUI  
Subscribers can use a touchtone telephone to do the following:  
n
n
n
n
n
Record voice messages.  
Listen to voice and e-mail messages.  
Reply to voice, e-mail, or fax messages.  
Instruct the system to store, forward, or delete messages.  
Send fax and e-mail messages to a fax device for printing.  
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Octel Unified Messenger Concepts & Planning Guide  
LAN  
The LAN provides a high-speed (minimum 10 Megabit per second  
switched) connection between servers and client systems. Octel Unified  
Messenger supports Ethernet and token ring based LAN topologies. Octel  
Unified Messenger takes advantage of the file streaming capabilities of  
Windows NT to transfer voice files across the network. This minimizes  
network traffic congestion and provides speedy message playback and  
navigation.  
PC user interface  
The PC user interface can be a portable or desktop computer that is either  
connected by a LAN or part of a remote network. This computer executes  
Octel Unified Messenger client software that manages the display of all  
messages contained in the subscriber’s mailbox, facilitates and controls  
the recording and playback of voice messages, and interacts with the  
Exchange client.  
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Introducing Octel Unified Messenger  
Benefits summary  
Octel Unified Messenger provides the following benefits to your  
organization.  
Subscriber convenience  
With Octel Unified Messenger, subscribers can:  
n
n
Store all messages in one place, regardless of the message type.  
Access voice, e-mail, and fax messages from either the telephone  
or PC user interface.  
n
n
n
Reply to messages in one medium (for example, voice) with  
another medium (for example, e-mail).  
Send voice messages with the same ease and convenience as  
sending e-mail messages.  
Use TTS conversion to listen to e-mail messages when access to a  
PC is not possible.  
Ease of administration  
Octel Unified Messenger offers administrators the following capabilities:  
n
All messaging administration can be handled by a single  
administrator.  
n
n
Management tools are combined into one application.  
A single directory for voice, e-mail and fax messages makes  
system management easier.  
n
PC user interface tools make it easy to create or update mailbox  
information.  
Send messages near and far  
Octel Unified Messenger systems can utilize OctelNet to connect to  
existing Octel voice messaging systems at the same location or at remote  
locations. Subscribers can send and receive messages from remote  
subscribers as easily as if they were all using the same local system.  
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PART 2  
PLANNING  
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2
Sizing the system  
This chapter discusses the main points to consider when sizing the  
hardware for Octel Unified Messenger. It contains information about:  
n
n
n
n
n
n
n
n
Voice mail domain design rules.  
Establishing the number of voice ports required.  
Calculating the number of voice servers required.  
Hardware and software requirements.  
Evaluating the additional load on the Microsoft Exchange server.  
Evaluating the additional network traffic.  
Using Octel Unified Messenger via slow network connections.  
Enabling fax servers to communicate with Octel Unified  
Messenger.  
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Octel Unified Messenger Concepts & Planning Guide  
Introduction  
Sizing the hardware for Octel Unified Messenger involves the following  
steps:  
1. Designing the voice mail domain structure for the organization.  
2. Calculating the number of voice ports required.  
3. Calculating the number of OMD voice servers needed.  
4. Designing fax server and voice server communication.  
5. Evaluating the additional load on Microsoft Exchange.  
6. Evaluating the additional network traffic that must be handled.  
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Sizing the system  
Design rules for voice mail domains  
Designing voice mail domains (VMDs) is very similar to designing  
domains in Microsoft NT.  
When designing Octel Unified Messenger voice mail domains, the  
following rules must be observed.  
n
n
Each voice server can belong to one voice mail domain only.  
Each voice mail subscriber can belong to one voice mail domain  
only.  
n
n
Each voice server has a single peer Exchange server.  
Different voice servers in a voice mail domain can have different  
peer Exchange servers, provided that those Exchange servers are  
in the same Exchange site.  
n
n
An Exchange server can be a peer server for more than one voice  
server.  
An Exchange server can be a peer server for voice servers from  
different voice mail domains. However, the voice mail domains  
must be located in the same Exchange site as the Exchange  
server.  
n
A Microsoft Exchange site can contain more than one voice mail  
domain.  
n
n
In a voice mail domain, there can be one tracing server only.  
Voice mail domains cannot spread across multiple Exchange  
sites.  
n
n
There is only one PBX integration link per voice server. This  
means that if your PBXs are integrated, you need one voice server  
per PBX.  
There can be several PBX types in one voice mail domain.  
However, each PBX must be linked to its own voice server and  
the voice mail domain properties must match every PBX type.  
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Octel Unified Messenger Concepts & Planning Guide  
Sizing ports  
Accurate port sizing is critical to the successful implementation of any  
voice processing application. A careful analysis of system traffic patterns  
must be made. Specifically, the volume of calls generated by internal  
subscribers and external callers to the system during the busiest hour of  
the day must be determined.  
Busy hour traffic is used in the calculation to determine the number of  
ports needed to provide an acceptable level of service to the users. Most  
newer PBXs provide traffic statistic reports that can provide an accurate  
picture of traffic patterns on the switch. When preparing the  
implementation of a messaging system, the planner should study a  
minimum of one week’s traffic data to determine daily and hourly call  
volumes.  
How to determine  
the busy hour  
Most PBXs can generate traffic reports that provide statistics on a weekly,  
daily, or hourly basis. Usually these reports break out the traffic statistics  
by type of call, for example, incoming calls, outgoing calls, and calls to  
specific hunt groups. These reports can be used to determine specific  
traffic patterns and when the busy hour occurs.  
Suppose that during the course of a typical business week the traffic  
report indicates that Monday is the busiest day for incoming calls. On  
Monday a total of 3,500 calls are received, and the hourly statistics show  
that the busiest hour of the day occurs between 9 a.m. and 10 a.m., with  
350 incoming calls. Therefore 9 a.m. to 10 a.m. is the customer’s busy  
hour.  
Another way of expressing busy hour traffic is as a percentage of total  
daily traffic. In the example above, 350 busy hour calls is 10% of the  
3,500 total calls received for the day. If traffic statistics are not available,  
then an educated guess at busy hour traffic is required. The tables in  
Appendix A, “Sizing for Ports” can be used as guidelines for estimating  
how many users can be supported with a given number of ports based on  
some assumptions about average daily port usage per subscriber. These  
tables also provide for traffic patterns of 10%, 14%, or 18% busy hour  
traffic.  
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Units of  
measurement for  
busy hour traffic  
Busy hour traffic is normally expressed in units of measurement such as  
minutes, Erlangs, or Centum Call Seconds (CCS).  
Note: 1 CCS = 100 call seconds. For example, there are 3,600  
seconds in 1 hour. To determine the number of CCS in 1 hour,  
divide 3,600 by 100 to get 36 CCS.  
Minutes, Erlangs, and CCS are different ways of expressing busy hour  
traffic. For example, during busy hour, 120 calls are generated with an  
average length of 30 seconds each. This equals 3,600 call seconds (120 x  
30) of busy hour traffic. This same number can also be expressed as 60  
call minutes, 1 Erlang, or 36 CCS of busy hour traffic. That is:  
3,600 call seconds(/60) = 60 call minutes(/60) = 1 call hour or  
“Calculating the amount of busy hour traffic”, below, describes how to  
calculate busy hour offered traffic in seconds and how to convert to  
minutes, Erlangs, or CCS units.  
Calculating the  
amount of busy  
hour traffic  
Standard traffic engineering tables are used to determine the proper  
number of ports based on busy hour offered traffic. Offered traffic is the  
total traffic offered to a group of ports during the busy hour, including  
calls that are blocked. It is usually expressed in minutes, Erlangs, or CCS.  
Carried traffic is the total busy hour traffic that was offered to the group  
of ports minus the blocked calls. To calculate the total minutes of busy  
hour offered traffic, two variables must be known or estimated:  
n
The average number of calls generated during the busy hour. This  
is all calls incoming and outgoing.  
n
The average length of a call, also known as average hold time  
(AHT), usually expressed in seconds or minutes. The hold time  
must include call setup and tear-down time. Setup time starts  
from the moment a port is seized, that is, when ringing starts.  
Tear-down time is the time it takes for the port to be available to  
process another call after a caller hangs up or is disconnected by  
the server.  
Below is a telephone answering/messaging example with no other  
applications in use:  
If 1,500 calls (forwarded and direct calls) are generated during the busy  
hour, and the AHT of a call is 45 seconds, the total busy hour traffic can  
be calculated as follows:  
1,500 calls x 45 seconds = 67,500 call seconds of busy hour offered  
traffic.  
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Octel Unified Messenger Concepts & Planning Guide  
To convert this total into call minutes, divide by 60:  
67,500/60 = 1,125 call minutes.  
To convert this total into Erlangs, divide by 3600:  
67,500/3600 = 18.75 Erlangs.  
To convert this total into CCS, divide by 100:  
67,500/100 = 675 CCS.  
To predict busy hour traffic accurately, you must collect reliable traffic  
data that reflects the calling patterns specific installation or application. If  
busy hour calls are underestimated, the number of ports may not be  
sufficient to provide users with an acceptable level of service. If busy hour  
calls are overestimated, the additional number of ports increases the cost  
of providing the service needlessly. To calculate the number of ports  
accurately, it is necessary to understand the concept of “grade of service”,  
see below.  
Grade of service  
Grade of service (GOS) is the probability that an incoming call is blocked  
and therefore the caller hears a busy signal because all ports are in use.  
This is expressed as a percentage of callers who call during the busy hour.  
For example, if the number of ports is sized so that no more than 2 out of  
100 calls are likely to be blocked during the busy hour, the system is said  
to provide a P.02 GOS. If no more than 5 out of 100 calls are likely to be  
blocked, the system provides a P.05 GOS. P.01 is a better GOS than P.05  
and therefore requires more ports.  
Common industry GOS for messaging servers are P.01, P.02, P.03, and  
P.05.  
There is an obvious trade-off between cost and grade of service. The  
choice is a business decision based on a number of factors, including how  
critical the application is to the business, and the cost of ports and other  
physical resources that are required to provide the desired GOS.  
The tables in Appendix B “Grade of Service” show the maximum amount  
of busy hour traffic supported by a number of ports for each GOS.  
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Sizing the system  
PBX integration  
device sizing  
As described in “PBX integration” on page 3-10, PBX integrations are  
accomplished by different methods depending on the PBX type and the  
capabilities of the PBX. Although all PBX Integration Devices (PIDs)  
perform the same basic functions, they all accomplish it in a slightly  
different manner. Therefore, the number of PIDs required to support a  
given number of ports varies based on:  
n
n
n
The number of integrated ports.  
The type of PID used.  
The incoming call volume during the busy hour.  
Sizing outgoing call  
features: Intercom  
Paging and OctelNet  
Outgoing call features include intercom paging and OctelNet message  
delivery. These features require the user of a port by the voice server to  
place an outgoing call.  
The traffic generated by these features can significantly affect the GOS if  
this traffic is not included in the estimate of busy hour offered traffic. If  
outcall delivery traffic is managed so that the majority of it occurs outside  
of the busy hour, the impact on busy hour GOS is minimized. For  
instance, network delivery schedules can be defined to allow only urgent  
messages from priority subscribers to be delivered during the busy period.  
If a large amount of outcall traffic is expected during the busy hour, it may  
be preferable to size a separate group of outgoing ports and dedicate them  
to outcalling applications only.  
For a conservative estimate of the number of ports required for outgoing  
OctelNet messages, use this calculation:  
Number of ports = 1 + (average message length * estimated daily  
number of messages) / total daily duration of the window during  
which OctelNet is free to outcall.  
Note: When using this calculation, the following is assumed:  
n
n
The ports are not taken up by other outgoing calls.  
The schedule is the same for all priority messages.  
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Octel Unified Messenger Concepts & Planning Guide  
Total estimated port  
requirements  
To summarize, when sizing the number of total ports required for any  
given server to provide a desired GOS, the following factors must be  
considered.  
n
Estimated total busy hour offered traffic generated by both  
internal and external callers.  
n
Estimated total busy hour offered traffic generated by all  
applications, including those that place outgoing calls.  
A system planner should allow for a safety or growth factor of 5% to 15%  
when sizing the initial implementation.  
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Sizing the system  
Calculating the number of voice servers required  
Having established the total number of voice ports, it is possible to  
calculate the minimum number of voice servers needed. The minimum  
number of servers is equal to the total number of ports needed, divided by  
the number of ports to be installed on each of the servers. An Octel  
Unified Messenger voice server can support up to 24 voice ports.  
To determine the correct (not the minimum) number of servers needed, it  
is necessary to consider the effects of the following factors:  
n
The voice mail domain design. For more information, see  
“Design rules for voice mail domains” on page 2-3.  
n
n
The PBX configuration and integration.  
Potential heavy processing demands, such as those imposed by  
the tracing system.  
Note: The Octel Unified Messenger tracing system should  
be installed on a separate machine that does not run  
the voice server software. This is particularly  
recommended for any implementation of Octel  
Unified Messenger that uses eight or more voice  
ports.  
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Octel Unified Messenger Concepts & Planning Guide  
Hardware and software requirements for Octel  
Unified Messenger servers  
Octel Unified Messenger servers require the following configuration:  
Minimum voice  
server requirements  
n
For systems using 4 to 12 ports: 200 MHz Intel Pentium.  
For systems using 16 to 24 ports: 400 MHz Intel Pentium.  
128 MB RAM.  
n
n
n
n
Access to a CD-ROM drive to install the software.  
Microsoft Windows NT 4.0 with the latest service pack.  
Rhetorex VPS4, 8-port PCI cards (Vantage PCI_8L or PCI_8LH),  
or VRS24 with ATSI voice card(s) (available in US and Canada  
only).  
n
Microsoft Exchange Client software.  
Note: When using Microsoft Exchange Server version 5.5, it  
is recommended that you use Microsoft Outlook 98.  
n
n
Rhetorex Installation Suite.  
1 GB free disk space.  
Note: Ensure there is sufficient disk space on the voice  
server. If the voice server runs out of disk space, you  
will obtain unpredictable results. Microsoft  
recommends that you keep at least 20% of disk space  
free to guarantee good performance.  
Recommended Processor:  
The processor recommended for an OMD voice server depends on two  
key factors:  
n
n
The number of voice ports to be supported by the server.  
The maximum number of simultaneous text-to-speech (TTS)  
sessions to be allowed on the server. The number cannot exceed  
the number of TTS licenses purchased.  
Note: Too many TTS sessions can have a detrimental effect  
on the voice servers performance.  
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Minimum tracing  
n
For systems with up to 2 voice servers: 200 MHz Intel Pentium.  
server requirements  
For systems with more than 2 voice servers: 400 MHz Intel  
Pentium  
n
n
n
n
n
64 Mbytes RAM.  
Access to a CD-ROM drive to install the software.  
Microsoft Windows NT 4.0 with the latest service pack.  
Microsoft Exchange Client software.  
2 Gbyte free disk space.  
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Octel Unified Messenger Concepts & Planning Guide  
Evaluating the additional load on Microsoft  
Exchange servers  
Implementing Octel Unified Messenger affects the activity of the  
Exchange servers and the disk space usage.  
Number of  
Exchange users  
Use the following guidelines to estimate the effect of adding Octel  
Unified Messenger to an existing Exchange environment:  
n
n
n
Adding Octel Unified Messenger capability to a single Exchange  
mailbox is equivalent to adding approximately 30% to the system  
load that would otherwise be required for that mailbox.  
Adding one line of voice activity to an Exchange server affects  
Exchange response time in the same way as the addition of 10  
medium-activity e-mail users.  
Generally, the load imposed by voice mail usage represents a  
quarter of the load imposed by e-mail usage from the same  
population. This in turn represents a 25% to 30% increase in the  
required capacity of the Microsoft Exchange servers.  
Example: calculation of impact on the Exchange servers capacity  
n
With a hunt group of 24 lines, which covers a fully configured  
Octel Unified Messenger voice server, the system is capable of  
supporting approximately 16.6 Erlangs at the peak hour. This  
represents a load on the Exchange system equivalent to  
approximately 160 simultaneously active voice mail users.  
n
The 24 lines should be able to support a total voice mail  
population of approximately 720 subscribers with 30 users per  
line.  
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Sizing the system  
Disk space  
requirements  
Voice messages require 4 Kbytes per second (240 Kbytes per minute) of  
space for storage.  
Subscriber mailboxes  
A subscriber who receives five voice messages per day, with an average  
message length of 60 seconds, requires 1.2 Mbyte of storage space to  
keep all messages stored on the Exchange server or on another machine if  
the subscriber stores the messages in Personal Folders. However, most  
people have no need to store all of the messages they receive. Subscribers  
should be encouraged to remove unnecessary copies of messages from  
their Exchange folders. For example, they should make sure the Deleted  
Items and Sent Items folders are not retaining copies of messages longer  
than necessary.  
Off-line message taking  
When the Exchange server is not running, all voice messages from  
outside callers are temporarily stored on the Octel Unified Messenger  
voice server. This offline spooling facility requires enough available disk  
space on the voice server to hold all voice mail coming in during that  
time.  
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Octel Unified Messenger Concepts & Planning Guide  
Evaluating the additional network traffic  
Implementing Octel Unified Messenger results in the flow of voice data  
over the organization’s data network. This section provides the  
information required to calculate the additional network traffic generated  
by an Octel Unified Messenger system. This calculation is based on  
several factors, including:  
n
n
n
n
The number of voice servers in the voice mail domain (S).  
The number of ports on each voice server (P).  
The usage characteristics.  
The voice encoding rate (32 kilobits per second).  
Worst-case network  
load  
To calculate the worst-case network load contributed by an Octel Unified  
Messenger voice mail domain, substitute the number of voice servers in  
the voice mail domain for S and the number of ports on each voice server  
P into the following formula:  
Worst-case network bandwidth = S x P x 32 kilobits per second.  
For example, for a site with a voice mail domain containing five voice  
servers, each with 24 ports, the worst-case network bandwidth is  
5x24x32=3,840 kilobits per second. In addition, it is necessary to apply a  
factor to allow for the overheads applicable to the network protocols and  
options that are in operation.  
This calculation is based on the worst-case assumption that all ports are  
recording or playing voice data at the same time. It provides a calculation  
of the total network traffic potentially added, but no indication concerning  
the direction or path taken by this data.  
Dedicated  
connection  
Average values will be much lower than indicated by the worst-case  
calculation presented above. However, they can still represent a  
significant load on the LAN connections between the voice servers and  
the Exchange servers. For that reason, each voice server in a multiserver  
environment should be given a dedicated switched Ethernet spur or  
switched token ring segment connecting directly into the backbone  
network.  
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Types of operations  
The Octel Unified Messenger voice servers open data streams between  
voice servers and:  
n
n
Exchange servers.  
Client systems.  
The actual Exchange server associated with each data stream depends on  
the operation and, in some cases, the associated mailbox:  
n
The operation of telephone answering results in the establishment  
of a data stream between the voice server and the voice server’s  
peer e-mail server.  
n
The following operations result in the establishment of a  
connection between the voice server and the Exchange server  
containing the mailbox of the relevant subscriber:  
— Playing back a voice message over the telephone.  
— Recording a voice message to be sent to another subscriber.  
— A caller listening to one of the subscriber's prerecorded  
greeting messages.  
It is possible, using the information above, to calculate the worst-case and  
normal throughput requirement for each voice server and Exchange server  
pairing.  
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Octel Unified Messenger Concepts & Planning Guide  
Using Octel Unified Messenger via slow network  
connections  
Octel Unified Messenger applications move voice messages between  
Octel Unified Messenger client systems and:  
n
n
Octel Unified Messenger voice servers.  
Octel Unified Messenger client systems and Exchange servers.  
How the data flows between systems is dependent on whether a  
subscriber uses multimedia or the telephone and whether voice messages  
are recorded or played back.  
This section explains how the data flow is affected by slow network  
connections, for example, Remote Access Services (RAS), when playing  
back or recording messages using multimedia or the telephone. It also  
lists client applications and administration utilities that may be affected.  
Note: This section does not address the connectivity between voice  
low-latency connectivity and are described in “Evaluating the  
additional network traffic” on page 2-14.  
Using multimedia  
Voice messages can be played back or recorded using multimedia.  
Playing back voice  
messages  
Before playback starts, a voice message is copied to the client PC. A  
delay in copying the message from the Exchange server to the PC may be  
experienced. This delay depends on the message length and the network  
bandwidth between the client PC and the Exchange server. Once the  
message is copied, playback is not affected by slow network connections.  
Recording voice  
messages  
When recording a voice message, the message is stored on the client PC  
until recording is completed. Only then is the message copied to the  
Exchange server mailbox. This means that a slow network connection  
does not affect the recording process. However, a delay in copying the  
message from the client PC to the Exchange server may be experienced.  
This delay depends on the message length and the network bandwidth  
between the client system and the Exchange server.  
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Sizing the system  
Using the telephone  
Voice messages can be played back and recorded using the telephone.  
Playing back voice  
messages  
When playing back a voice message, the message is moved from the  
Exchange server to a telephone via the voice server. The playback is not  
affected by the speed of the client network connection. However, if  
playback controls are used, for example, fast forward or rewind, these are  
routed through the network connection. Playback controls occupy little  
bandwidth, so they are only slightly affected by a slow network  
Figure 2-1 shows the data flow when playing back messages using the  
telephone.  
Figure 2-1. Data flow when playing back messages using the telephone  
When playing back  
Public  
telephone  
network  
Playing  
back a  
message  
4
6
Playback controls  
5
5
7
1
2
3
1 Exchange server  
2 Voice server  
3 RAS machine  
4 PBX  
5 Modem  
6 Telephone  
7 Client PC  
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Recording voice  
messages  
When recording voice messages, the data must be copied from the voice  
server to the client PC via slow network connections. It is stored on the  
client PC until the recording is stopped. Once recording is stopped, the  
message is copied to the Exchange server mailbox. Therefore it is very  
important to have adequate network bandwidth. Although lower speeds  
may work, a minimum speed of 56 kilobits per second between the client  
PC and the voice server is recommended.  
Figure 2-2 shows the data flow when recording voice messages using the  
telephone.  
Figure 2-2. Data flow when recording voice messages using the telephone  
When recording  
Public  
telephone  
network  
Recording  
a message  
4
6
When message  
is saved or sent  
5
5
7
1
2
3
1 Exchange server  
2 Voice server  
3 RAS machine  
4 PBX  
5 Modem  
6 Telephone  
7 Client PC  
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Sizing the system  
The effect of slow network connections on Octel Unified Messenger  
applications  
This section lists all Octel Unified Messenger applications and how each  
is affected by slow network connections.  
Octel Unified Messenger Voice Form  
If Octel Unified Messenger Voice Form is used with multimedia, a slow  
network connection is sufficient.  
If the Octel Unified Messenger Voice Form is used with a telephone to  
play back voice messages only, a slow network connection is sufficient.  
However, if voice messages are recorded, a high-speed connection is  
needed. For more information, see Figure 2-2 on page 2-18.  
Using Microsoft Exchange Offline. If Microsoft Exchange is used in offline  
mode and messages are synchronized with the Exchange server message  
store, it is recommended to use multimedia to listen to and record  
messages.  
Octel Unified Messenger Voice Recorder  
It is recommended that you use Octel Unified Messenger Voice Recorder  
with local multimedia when using a slow network connection.  
Octel Unified Messenger Options  
A slow network connection can be used for all configuration operations,  
for example, setting call handling. However, a high-speed connection is  
required when recording prompts and greetings over the telephone.  
Visual Voice Editor  
It is recommended that you use multimedia or a 56 kilobits per second  
network connection to work with the Visual Voice Editor prompts.  
Voice Mail User Administration Extension  
A slow network connection can be used for all configuration operations,  
for example, setting call handling. However, a high-speed connection is  
required when recording the Spoken Name prompt using the telephone.  
Port Monitor, Voice Mail System Configuration, Operation History  
Viewer, and Reporting Tool  
Since none of these applications transmit voice messages, they all work  
over slow connections. Operation History Viewer connects to the Octel  
Unified Messenger Tracing Server. If it is to be used in live mode, the  
network connection must have enough bandwidth for the amount of data  
to be viewed.  
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Octel Unified Messenger Concepts & Planning Guide  
Octel Unified Messenger interoperability with  
third-party fax servers  
This section describes how third-party fax servers interoperate with Octel  
Unified Messenger. It is recommended that the third-party fax server  
resides on a separate Windows NT server. The fax hardware is connected  
to a fax hunt group on the PBX.  
Figure 2-3. Octel Unified Messenger interoperability with third-party fax  
servers  
4
7
2
3
5
1
6
1 PBX  
2 Fax cards  
3 Voice cards  
4 Fax server which contains:  
Fax server software  
Fax routing  
Windows NT  
5 Unified Messenger server which contains:  
OctelNet  
PBX integration/devices  
TTS  
Telephone user interface  
Windows NT  
6 Microsoft Exchange server which contains:  
Message transport  
Message database (mailboxes)  
Directory  
Windows NT  
7 Client machines which contain:  
Octel Unified Messenger software  
Fax client software  
Microsoft Exchange or Microsoft Outlook client  
Windows ‘95 or Windows NT  
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Sizing the system  
Requirements for third-party fax server interoperability with Octel  
Unified Messenger  
The following are the requirements for third-party fax server  
interoperability with Octel Unified Messenger:  
n
n
Octel Unified Messenger version 2.0 or higher must be installed.  
The fax server must be integrated with Microsoft Exchange as an  
Exchange Connector or an Exchange gateway for fax.  
n
The fax server must use a FAX address type that is specified to  
Octel Unified Messenger. This is so that one-off addresses can be  
created and messages can be delivered to the fax server for  
transmission.  
n
n
The fax server must support DTMF detection and collection.  
The fax server must match the DTMF fax routing number  
supplied by Octel Unified Messenger with a subscriber’s  
FAXROUTE address.  
n
n
The fax server must create faxes as e-mail messages with .TIF  
attachments and send them to the intended Exchange recipient for  
storage within the Exchange message store.  
The fax messages placed in the subscriber’s Outlook inbox  
should be identified by a unique message class (IMP.NOTE.FAX)  
so they can be detected as faxes by Octel Unified Messenger.  
Enabling Octel Unified Messenger subscribers for fax  
Octel Unified Messenger subscribers are fax-enabled when a system  
administrator adds a FAXROUTE address as an e-mail address type for  
the subscriber.  
Octel Unified Messenger subscribers with fax-enabled mailboxes can use  
the telephone user interface to access fax messages in their mailbox. From  
the telephone user interface, fax-enabled subscribers can route fax or  
e-mail messages (with or without attachments) to any fax device for  
printing. When a subscriber requests the printing of a fax or e-mail  
message, Octel Unified Messenger forwards a copy of the message to a  
one-off address of the form [FAX:nnnnnnnn], where FAX is the actual  
address type for the fax server and nnnnnnn is the telephone number of  
the fax device supplied by the subscriber.  
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Routing inbound fax calls to the third-party fax server  
Like voice calls, fax calls placed to a subscriber’s extension are redirected  
to the Octel Unified Messenger voice server when these calls encounter a  
ring-no-answer or busy condition. Whenever the voice server receives a  
call and detects that it is a fax, it places the call on courtesy hold and  
initiates a call to the fax server hunt group. After a fixed time delay  
(5-second default) Octel Unified Messenger sends fax routing information  
as DTMF codes to the fax server and then cuts through the fax call. The  
fax routing information sent by Octel Unified Messenger is determined by  
retrieving the Microsoft Exchange FAXROUTE address for the  
subscriber, based on the called extension number or entered mailbox  
number.  
After the fax server receives the fax, it determines the Exchange  
subscriber’s address by finding the subscriber with a matching  
FAXROUTE address. Then the fax server creates an e-mail message with  
a .TIF attachment (TIFF group 3 fax format), sets the message class to  
IMP.NOTE.FAX, and sends the message to the subscriber’s mailbox.  
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3
System architecture  
This chapter introduces the Octel Unified Messenger system architecture  
and describes some of its key concepts, such as the voice mail domain  
(VMD) and addressing mechanisms. This chapter also contains a list of  
the main system components, including client, server, and telephony.  
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Octel Unified Messenger Concepts & Planning Guide  
Introduction  
This section introduces the concept of a voice mail domain, as well as the  
various methods that subscribers can use to address voice messages.  
Voice mail domain  
An Octel Unified Messenger voice mail domain is a group of OMD voice  
servers that share the same set of properties, for example, PBX settings.  
Any changes made to a voice mail domains properties are updated and  
replicated automatically to all voice servers in the domain. Voice mail  
domains provide the ability to store and retrieve properties that belong to  
a set of servers working together to give integrated call answering.  
A voice server has configurable properties, which are maintained by the  
system administrator using administrative utilities. Many of these  
properties are configured identically for all the servers. An example is the  
dates of public holidays. It would be unacceptable to have one server  
announcing that the office is open for business, while another server is  
simultaneously claiming that the business is closed in observance of a  
holiday. It would also be unacceptable to require administrators to ensure  
that these properties are configured identically in several voice servers  
because of the workload involved, and the risk of error.  
The group of voice servers in a voice mail domain can be seen as a single,  
“virtual” server for that domain. This virtual voice server allows any Octel  
Unified Messenger subscribers in the domain to call in using the  
telephone user interface, access their mailboxes, and retrieve their  
messages. Also, the virtual voice server can call the telephone of any  
subscriber who runs Octel Unified Messenger PC client applications to  
play back voice messages.  
An organization can create multiple voice mail domains, for example, one  
in each major geographical site. Figure 3-1 shows a typical  
implementation. It consists of two voice mail domains, one in San  
Francisco with three voice servers and two Exchange servers, and one in  
London with one voice server and one Exchange server.  
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System architecture  
Figure 3-1. Example of typical implementation of voice mail domains  
6
3
LAN  
San Francisco  
4
4
6
1
2
4
WAN  
Voice mail domain 1  
2
5
6
LAN  
London  
1
4
Voice mail domain 2  
7
7
1 PBX  
2 Subscribers VMD1  
3 Octel Tracing Server for VMD1  
4 Octel Voice Server  
5 Octel Tracing Server for VMD2  
6 Microsoft Exchange server  
7 Subscribers VMD2  
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Octel Unified Messenger Concepts & Planning Guide  
Addressing messages  
When sending voice messages, subscribers enter recipients’ addresses  
differently depending on whether they use the PC user interface or the  
telephone user interface.  
From the PC user  
interface  
A subscriber can retrieve recipients’ addresses from the Exchange  
directory, in other words, from their address books. Exchange supports an  
enterprise-wide directory, which has the following benefits to Octel  
Unified Messenger subscribers:  
n
The worldwide corporate directory uses unique identifiers valid  
from anywhere in the enterprise.  
n
Directory information updated in one location is automatically  
available in every location.  
From the telephone  
user interface  
The following methods are available for subscribers to designate the  
recipients of a message using the telephone user interface:  
n
n
n
n
The local mailbox number.  
The numeric address.  
Dial-by-Name.  
The OctelNet address.  
For more information about addressing mechanisms, see Chapter 4,  
“Designing addressing schemes”.  
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System architecture  
System components  
The system components of Octel Unified Messenger are classified in  
three categories:  
n
n
n
Client components  
Server components  
Telephony components  
Client components  
The client applications enable subscribers and administrators to access  
Octel Unified Messenger from the telephone or from their desktop PCs.  
Telephone access  
Outside callers interact with Octel Unified Messenger through the  
telephone to leave voice messages or faxes.  
In addition, subscribers can access the following applications through the  
telephone user interface.  
Octel Unified Messenger Options  
This application enables subscribers to configure the main voice mail  
properties of their mailbox. Subscribers can also override the default fax  
number to print a fax to a different fax machine.  
Note: Octel Unified Messenger Options can also be accessed from a  
desktop PC.  
Voice mail system  
The telephone user interface provides voice mail subscribers with a  
friendly and easy way to record, send, reply to, or forward voice mail  
messages. Voice mail subscribers can also forward fax messages to other  
subscribers or to a fax device for printing.  
Exchange e-mail system  
Subscribers can save, forward, or delete e-mail, voice, and fax messages.  
They can also use the text-to-speech conversion feature of Octel Unified  
Messenger to listen to e-mail messages over the telephone.  
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PC access  
From a desktop PC, subscribers and administrators can use the following  
Octel Unified Messenger applications.  
Octel Unified Messenger Options  
The Octel Unified Messenger Options application enables subscribers to  
modify their mailbox settings at any time from their PC user interface.  
Note: The Octel Unified Messenger Options can also be accessed  
from the telephone user interface.  
Subscribers can modify all or some of their mailbox settings, depending  
on how the mailbox is configured by the administrator.  
When a mailbox is initially enabled for voice mail, the administrator sets  
subscriber defaults for incoming call and message handling. The  
administrator also determines the initial telephone password, sets defaults  
for the greeting played to outside callers when the line is busy or  
unanswered, determines how voice messages are sorted in the subscriber  
mailbox, and specifies the default fax printing telephone number.  
For more information on Octel Unified Messenger Options, see the Octel  
Unified Messenger Subscriber’s Reference Guide.  
Octel Unified Messenger Voice Form  
The Octel Unified Messenger Voice Form application provides a quick  
and easy way to send voice messages from within Microsoft Exchange. It  
makes recording and sending voice messages from the desktop PC as easy  
as writing and sending e-mail messages.  
Subscribers can reply to and forward voice messages with both voice and  
e-mail messages. They can also attach an e-mail or voice message to a fax  
message.  
For more information on Octel Unified Messenger Voice Form, see the  
Octel Unified Messenger Subscriber’s Reference Guide.  
Octel Unified Messenger Voice Recorder  
With Octel Unified Messenger Voice Recorder, subscribers can record  
voice and embed recordings as a voice object into an OLE or ActiveX  
application, such as Microsoft Word. Recipients of the document can  
listen to and change the recording, using Octel Unified Messenger Voice  
Recorder.  
Octel Unified Messenger Voice Recorder works independently from  
Microsoft Exchange and Octel Unified Messenger’s Voice Form. It can be  
used to send voice messages.  
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System architecture  
Administration  
applications  
System administrators can use the following applications and tools to  
manage Octel Unified Messenger.  
Voice Mail System Configuration  
This application displays property pages for configuring and maintaining  
the voice mail system. Properties that are shared across voices servers in a  
voice mail domain can be configured centrally. Any changes made to a  
voice mail domain’s properties are then replicated to all voice servers in  
the domain.  
Voice Mail User Administration Extension  
This tool adds voice mail administration for a mailbox to Microsoft  
Exchange Administrator. It allows an Octel Unified Messenger  
administrator to voice enable a mailbox, and maintain voice mail  
information for an Octel Unified Messenger subscriber.  
Operation History Viewer  
This diagnostic tool lets administrators view events generated by voice  
mail system activity that are logged in the Octel Unified Messenger  
operation history database. They can view live events as they are added to  
the operation history database, or view historical events.  
Reporting Tool  
This tool enables administrators to generate reports for monitoring voice  
mail system usage, for planning capacity, and for tracking security. Once  
a report is generated, an administrator can zoom in on a specific area of  
interest or print the report for easy reference. Reports can also be exported  
to several popular file formats, or attached to a message sent via a  
MAPI-enabled e-mail system.  
Port Monitor  
This application provides a graphical interface for checking and changing  
the status of ports on a voice server.  
OctelNet Gateway Administration Extension  
This tool extends Microsoft Exchange Server Administrator with  
administration for an OctelNet gateway.  
Visual Voice Editor  
This application presents a graphical interface for recording customized  
company prompts for use by the automated attendant. For example, the  
organization’s Welcome greeting. Customized prompts can be recorded  
using multimedia equipment or a telephone. Visual Voice Editor displays  
audio data as a waveform to enable precise prompt editing.  
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Octel Unified Messenger Concepts & Planning Guide  
Server components  
Octel Unified Messenger adds two types of servers, the voice server and  
the tracing server, to the Microsoft Exchange Server environment.  
Voice server  
An Octel Unified Messenger voice server provides or supports the  
following functions:  
n
n
n
n
Call management. This function provides an interface between  
the voice cards and the Octel Unified Messenger telephony  
applications.  
Messaging. This function provides communication between  
Microsoft Exchange and the Octel Unified Messenger  
applications.  
User Profile. This function provides access to the data associated  
with individual subscribers, such as numeric address and spoken  
name.  
Text-to-speech. The voice server includes a speech synthesis  
device that allows subscribers to hear their e-mail messages over  
the telephone. This feature is also used for name confirmation,  
when a recorded name is not available.  
n
n
n
Administration, configuration, and addressing support.  
OctelNet gateway support.  
Significant Event Log. The server software records significant  
events or alarms in the Windows NT Event Log.  
n
n
Statistics and performance counters. The voice server software  
outputs statistics and performance information using the  
Windows NT Performance Monitor.  
Operation history event generation. Voice server software  
components generate operation history events during their  
execution. These events are written to the operation history  
database.  
n
n
Fax capability. The server software detects faxes and forwards  
them to third-party fax servers.  
Print capability. The server software forwards fax and e-mail  
messages to third-party fax servers for printing.  
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System architecture  
Tracing server  
A tracing server maintains connections with all voice servers in a voice  
mail domain, and performs the following tasks:  
n
Collects the events that are of interest to an administrator for  
diagnostic purposes, for example, a Call Waiting state generated  
by the telephone user interface.  
n
n
Writes the events to the operation history database.  
Periodically creates transactions from the operation history  
database, and writes them to the transaction database.  
n
Periodically cleans up expired events from the operation history  
database and from the transaction database.  
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Octel Unified Messenger Concepts & Planning Guide  
PBX integration  
Callers who are forwarded to a voice server can leave a message for the  
called party without additional intervention. This is made possible  
through the integration of the PBX or Centrex with the Octel Unified  
Messenger voice server.  
With an integrated voice server, callers are greeted by the personal  
greeting of the called party, inviting them to leave a message. Integration  
also provides callers with the option to transfer to another extension if  
they choose not to leave a message.  
In an interfaced environment, in other words, without PBX integration,  
calls to a subscriber’s telephone are forwarded, but no information about  
the call is passed to the voice message server. The caller is requested to  
reenter the mailbox or extension number of the person who is being called  
in order to play the personal greeting.  
Integration is accomplished when a call is forwarded to the voice server  
and the telephone system passes information about the call. This  
information includes calling party identification if known, called party  
identification, and a forwarding reason code.  
There are four ways to integrate a PBX with Octel Unified Messenger:  
n
n
n
n
In-band signaling  
Serial RS-232 data channel  
Digital Meridian Integration Device (DMID)  
Voice Bridge II  
In-band signaling  
In-band signaling involves connecting the voice server to the PBX as if it  
were a series of single-line telephones or a series of trunks in a hunt  
group. The term “in-band” is used because all of the call identification  
information is passed from the PBX to the voice server using DTMF  
signals on the same line as the voice connection.  
Series RS-232 data  
channel  
This method of integration involves the connection of an RS-232 data link  
from the PBX to the voice server. When an incoming call is sent to the  
voice server, it is accompanied by a digital message from the PBX. This  
messages contains the call information. Although it is sent over a separate  
path from the incoming voice call, the call identification information is  
linked to a particular voice port on the messaging server. This port  
answers the call and plays the appropriate greeting. Data is sent to the  
voice server using a standard protocol called Simplified Message Desk  
Interface (SMDI) PBX-proprietary protocol.  
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System architecture  
Digital Meridian  
Integration Device  
The Digital Meridian Integration Device (DMID) is a device that provides  
integration with Northern Telecom switches, such as the Meridian SL-1.  
The DMID is located between the PBX and the voice server and appears  
as one or two digital telephones to the PBX, depending on the number of  
analog ports required. It is connected to the voice server via an RS-232  
link. Analog line circuits for the voice path appear on the digital set of the  
DMID. When a call is received on the DMID, it simultaneously rings at  
the analog port. The DMID interprets the call display information and  
transmits it to the voice server, which answers the caller with the  
appropriate personal greeting.  
VoiceBridge II  
The VoiceBridge II is a device that provides integration with several  
switch types, including the AT&T G3 and the Rolm 9751. It is connected  
to the PBX through one or more digital telephone lines and to the voice  
server via an RS-232 link. When a call is received, the VoiceBridge II  
routes it to an available voice port and transmits the call information to the  
messaging server in SMDI format. The caller is answered with the  
appropriate greeting.  
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Octel Unified Messenger Concepts & Planning Guide  
Audio encoding formats  
Octel Unified Messenger supports the following audio encoding formats:  
n
n
ADPCM audio encoding format. This is a high quality audio  
encoding algorithm with a coding rate of 32 kilobit per second.  
Global System for Mobile Communications (GSM) 6.10 audio  
encoding format. This audio encoding format has a coding rate of  
approximately 13 kilobit per second.  
GSM has the following benefits:  
n
Voice messages using GSM only use 40% of the storage  
space compared with ADPCM messages. This reduces the  
network bandwidth and storage requirements. It has a more  
significant impact if a high proportion of subscribers use  
Octel Unified Messenger through slow network connections.  
n
The GSM audio compression manager codec is available on  
all Windows desktops. Voice messages recorded using Octel  
Unified Messenger and sent to non-Unified Messenger users  
can be played back using Microsoft Sound Recorder on a  
multimedia-equipped PC without requiring any additional  
software.  
System administrators decide whether to use GSM or ADPCM format by  
voice mail domain in Voice Mail System Configuration.  
Important information for Octel Unified Messenger subscribers  
upgrading from earlier releases  
The selection of GSM as the preferred audio format for existing  
installations should be carefully considered. Octel Unified Messenger  
releases earlier than release 3.0 do not support the GSM format.  
Consequently, any voice messages encoded using GSM format cannot be  
played back by earlier releases of Octel Unified Messenger. System  
administrators should ensure their system uses ADPCM only until all  
Octel Unified Messenger components throughout their enterprise are  
updated to Octel Unified Messenger 3.0.  
When changing to GSM, all client systems need to be updated with the  
new configuration information. This is achieved by using Octel Unified  
Messenger Options to connect to an Octel Unified Messenger voice  
server. Until subscribers update their desktops, they will continue to send  
voice messages in ADPCM format.  
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4
Designing addressing schemes  
This chapter introduces different forms of addressing and describes the  
following addressing schemes:  
n
n
n
Local mailbox number.  
Dial-by-Name.  
Numeric addresses.  
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Octel Unified Messenger Concepts & Planning Guide  
Introduction  
Octel Unified Messenger subscribers can use different forms of  
addressing:  
From the PC user interface  
Subscribers use the Microsoft Exchange directory for addressing  
messages. An address is always unique within the Exchange directory. An  
address entered at any location is automatically available at all locations  
within the organization.  
From the telephone user interface  
Octel Unified Messenger supports four custom forms of addressing.  
These four forms are needed because the telephone user interface (TUI)  
does not provide a facility to enter alphabetic characters easily. They also  
reduce the number of digits that are needed to address messages from the  
telephone user interface. The four special forms of addressing are as  
follows:  
n
n
n
n
Local mailbox number  
Dial-by-Name  
Numeric address  
OctelNet address  
This chapter contains information on the first three addressing schemes.  
For information on OctelNet addresses, see Chapter 5, “Providing  
Interoperability with Existing Octel Servers”.  
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Designing addressing schemes  
Local mailbox numbers  
Local mailbox numbers are used to address any Octel Unified Messenger  
subscriber in a voice mail domain from the telephone user interface.  
Traditional voice mail systems typically use this form of addressing.  
Within a voice mail domain, all local mailbox numbers must have the  
same number of digits. Each local mailbox number must be unique within  
the domain. Many organizations use telephone extension numbers as local  
mailbox numbers. This means that a separate directory item for mailbox  
numbers does not need to be maintained.  
In a Centrex environment, many organizations use only the last four or  
five digits of the subscriber telephone numbers as local mailbox numbers.  
This provides a shorter number that is easy to enter, but still unique. Other  
schemes are also possible.  
Note: A local mailbox number has no significance outside the voice  
mail domain. For example, it cannot be used as an element of  
an OctelNet address.  
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Octel Unified Messenger Concepts & Planning Guide  
Dial-by-Name  
Dial-by-Name is a method of addressing messages by spelling the  
recipient’s name using the keys on the telephone keypad.  
To support Dial-by-Name addressing, Octel Unified Messenger maintains  
an internal database of all recipients in the Exchange directory. This  
database is indexed by the DTMF codes corresponding to their spelled  
names in “last name, first name” order. Any user in the Exchange  
directory can be selected through Dial-by-Name addressing, making it  
basically equivalent to entering a recipient's spelled name on the desktop  
PC. This provides a means of addressing messages to both Octel Unified  
Messenger subscribers and users on other OMD Octel systems.  
Note: With Dial-by-Name, if subscribers do not record their own  
names, the telephone user interface voices their Microsoft  
Exchange display names. This should be taken into  
consideration when setting up a format for display names in  
the Microsoft Exchange directory.  
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Designing addressing schemes  
Numeric addresses  
A numeric address enables subscribers to address any Octel Unified  
Messenger recipient in an organization.  
Every Octel Unified Messenger recipient must be assigned a unique  
numeric address. The numeric address allows a subscriber to send a  
message to any recipient from the telephone user interface without having  
to know the recipient’s location. The Exchange directory ensures that all  
numeric addresses are unique, and makes them available to all locations  
within the organization.  
It is recommended that all numeric addresses have the same number of  
digits. However, the length of a numeric address must not be the same as  
the length of the local mailbox number in any voice mail domain within  
the organization. If the lengths conflict, Octel Unified Messenger cannot  
distinguish between a local mailbox number and a numeric address. It  
assumes the address is a local mailbox number. To avoid conflicts with  
the length of any local mailbox numbers, leading digits may be added to  
numeric addresses.  
Organizations may choose to use telephone numbers for numeric  
addresses because they are unique. Other possible schemes include:  
n
A geographic location code associated with a local mailbox  
number.  
n
n
n
Social security numbers.  
Employee numbers.  
Short numeric addresses, such as “55” for a Help Desk, or “1” for  
the CEO’s office etc.  
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5
Providing interoperability  
with existing Octel servers  
This chapter describes how existing Octel servers can communicate with  
Octel Unified Messenger. It introduces OctelNet, OMD’s solution for  
voice networking between Octel servers. It includes information on:  
n
n
n
Designing an OctelNet addressing scheme.  
Addressing OctelNet messages.  
Providing single-site interoperability.  
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Octel Unified Messenger Concepts & Planning Guide  
Introduction to OctelNet  
OctelNet is a networking application that allows users on one OMD  
system to exchange messages with users on other OMD systems. For  
example, organizations already using OMD’s Octel system can provide  
interoperability with Octel Unified Messenger through OctelNet. This  
allows them to link all employees in one cost-effective messaging  
network that is easy to use and manage.  
With OctelNet, OMD servers may be located in the same building, in  
different cities, or in different countries around the world. Octel Unified  
Messenger supports OctelNet as an Exchange gateway. This allows Octel  
Unified Messenger subscribers to exchange voice messages with users on  
Octel servers inside of their organization. Subscribers can also exchange  
voice mail messages with users outside of their organization, such as  
customers or vendors, as long as those users have Octel servers with  
OctelNet software.  
Figure 5-1. OctelNet provides networking between Octel servers and Octel  
Unified Messenger  
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Providing interoperability with existing Octel servers  
OctelNet Messaging Features  
When sending or receiving messages via OctelNet, subscribers can:  
n
n
n
n
n
Mark messages as urgent.  
Request message confirmation.  
View envelope information.  
Reply to messages.  
Address messages by spelling a recipient’s name, using  
NameNet.  
n
Receive spoken name confirmation, using NameNet.  
NameNet™  
NameNet allows users to address messages to recipients in the Exchange  
directory by spelling the recipients name on the telephone keypad. This  
feature is known as Dial-by-Name.  
NameNet also provides spoken name confirmation for OctelNet  
messages. With spoken name confirmation, the recipient’s name is played  
to the sender when the message is addressed. This confirms that the  
message is being sent to the right person.  
Note: With Dial-by-Name and spoken name confirmation, if  
subscribers do not record their own names, the TUI voices  
their Microsoft Exchange display names. This should be  
taken into consideration when setting up a format for display  
names in the Microsoft Exchange directory.  
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Designing an OctelNet addressing scheme  
For messages to be sent via the OctelNet gateway, the administrator must  
set up an OctelNet addressing scheme. If required, multiple addressing  
schemes can be set up for a single OctelNet node. This allows OctelNet  
messages to be addressed in different ways to the same destination  
system.  
Setting up an OctelNet addressing scheme  
An OctelNet addressing scheme consists of:  
n
n
n
A prefix.  
Additional digits.  
Mailbox length.  
Prefix  
OctelNet messages to the destination system. For more information on  
setting up prefixes, see “OctelNet addressing scheme design rules” on  
page 5-5.  
Additional digits  
Additional digits are the number of digits that the subscriber must enter in  
addition to the prefix to form a complete OctelNet address. Since an  
OctelNet address consists of the prefix followed by the mailbox number,  
additional digits are normally the same as the number of digits in the  
mailbox number on the destination system. For example,  
1234 (prefix) + 6002 (mailbox number)  
= 12346002 (OctelNet address)  
In this example, the number of additional digits is 4, because 4 digits  
(6002) must be added to the prefix to form a complete OctelNet address.  
In some cases, however, the prefix can include only some digits of the  
mailbox number. For example:  
1234 (prefix) + 4002 (mailbox number)  
= 1234002 (OctelNet address)  
In this example, the number of additional digits is 3 (for the digits 002),  
because the 4 of the prefix overlaps with the 4 of the mailbox number.  
Mailbox length  
Mailbox length is the number of digits in the mailbox numbers on the  
destination system.  
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Providing interoperability with existing Octel servers  
OctelNet addressing scheme design rules  
When designing OctelNet addressing schemes, the following rules must  
be observed.  
n
n
The mailbox length must be greater than or equal to 3 digits.  
The additional digits must be less than or equal to the mailbox  
length.  
n
n
The number of digits in the prefix plus the additional digits must  
be greater than or equal to the mailbox length.  
In multiple addressing schemes, no two prefixes can contain the  
same first digits, if the sum of the additional digits and the  
number of digits in the prefix is the same in each case. For more  
information, see “Examples” on page 5-6.  
Note: This rule applies to addressing schemes across all  
OctelNet nodes in the organization.  
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Sample addressing schemes  
Table 5-1 shows examples of valid OctelNet address schemes. Table 5-2  
shows examples of invalid OctelNet multiple addressing schemes.  
Table 5-1. Valid OctelNet multiple addressing schemes  
Addressing scheme  
Why is this valid  
prefix  
additional mailbox  
Although all the prefixes have the  
same first digits, the sum of the  
additional digits and the number  
of digits in the prefix is different  
in each case. (See rule 4.)  
digits  
length  
1234  
1234  
12345  
4
5
5
5
5
5
prefix  
additional mailbox  
Although the sum of the  
additional digits and the number  
of digits in the prefix is the same  
(8), the first digits of the prefix  
are different in each case. (See  
rule 4.)  
digits  
length  
12345  
4321  
4322  
4323  
3
4
4
4
4
4
4
4
Table 5-2. Invalid OctelNet multiple addressing schemes  
Addressing scheme  
Why is this invalid  
prefix  
additional mailbox  
1234 has the same first digits as  
12345, and in each case the sum  
of the number of digits in the  
prefix and the additional digits is  
the same (8). (See rule 4.)  
digits  
length  
1234  
4
3
4
4
12345  
prefix  
additional mailbox  
The number of additional digits is  
greater than the mailbox length.  
(See rule 2.)  
digits  
length  
1234  
1234  
5
6
4
5
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Providing interoperability with existing Octel servers  
Addressing OctelNet messages  
OctelNet addresses provide a means of sending voice messages to  
recipients on a voice messaging server that supports OctelNet networking,  
such as any OMD Octel Message Server.  
Addressing OctelNet messages from Octel Unified Messenger  
Two methods can be used for addressing messages to OctelNet recipients:  
n
n
Administered OctelNet addressing.  
Casual OctelNet addressing.  
Administered  
OctelNet addressing  
With administered OctelNet addressing, the administrator creates a  
“custom recipient”. Each OctelNet custom recipient entry must contain  
the recipient’s OctelNet address and name. OctelNet custom recipients are  
automatically replicated to all Exchange servers in an organization.  
To send a message to an OctelNet recipient from the telephone user  
interface, the subscriber enters the OctelNet address and receives a spoken  
name confirmation.  
To send an OctelNet message from the desktop PC, the subscriber selects  
the custom recipient from the Exchange Address Book.  
Casual OctelNet  
addressing  
To send a message to an OctelNet recipient from the telephone user  
interface with casual OctelNet addressing, the subscriber enters an  
OctelNet address. This address is made up of a prefix number and a  
mailbox number. The OctelNet gateway delivers the message to the  
address specified. Spoken name confirmation does not take place with  
casual OctelNet addressing.  
To send a casual OctelNet message from the desktop PC, the subscriber  
enters an address of the type [OCTELNET:ppppmmmm], where pppp is  
the prefix and mmmm is the mailbox address.  
Addressing OctelNet messages to Octel Unified Messenger  
recipients  
To send an OctelNet message to an Octel Unified Messenger recipient,  
the user enters an address. This address consists of the prefix for the Octel  
Unified Messenger OctelNet gateway node, followed by the numeric  
address for the Octel Unified Messenger recipient.  
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Providing single-site interoperability  
Although OctelNet is generally used to link multiple sites, it can also be  
used to exchange messages between Octel Unified Messenger subscribers  
and Octel message server users at the same site. When an Octel Unified  
Messenger system and an Octel server share the same PBX, OctelNet  
networking can be configured to operate like a single voice server by  
using automatic mailbox forwarding.  
Automatic mailbox forwarding  
Automatic mailbox forwarding capability is provided by the  
Follow-Me-Forward feature on Octel servers with Aria™ software, and  
the Auto-Copy/Auto-Delete feature on Octel servers with Serenade™  
software. On systems that use automatic mailbox forwarding:  
n
Automated Attendant allows outside callers to use Dial-by-Name  
to reach any user on the PBX regardless of which server (Octel  
Unified Messenger or Octel message server) the user resides on.  
n
All messages sent to the mailbox on the Octel message server can  
be forwarded automatically to the Octel Unified Messenger  
mailbox, if a subscriber has a mailbox on an Octel message server  
and an Octel Unified Messenger mailbox.  
n
When sending messages, Octel message server users can address  
messages to Octel Unified Messenger subscribers in the same  
way that they address messages to users on the Octel server, that  
is, by entering a mailbox number. Messages for Octel Unified  
Messenger subscribers are automatically forwarded to their  
mailboxes on the Octel Unified Messenger system.  
ForwardingOctelNet  
messages  
With automatic mailbox forwarding, users on Octel servers at other sites  
can send OctelNet messages to Octel Unified Messenger subscribers  
without any changes to the OctelNet addressing scheme. The message is  
received in the subscriber's mailbox on the Octel server, where it is  
automatically forwarded to the Octel Unified Messenger mailbox.  
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6
Connecting with the PBX  
and establishing security rules  
This chapter introduces the following:  
n
n
How to connect with the PBX.  
The Octel Unified Messenger’s security features that prevent  
unauthorized access.  
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Connecting with the PBX  
Using the Voice Mail System Configuration application, an administrator  
can specify the parameters necessary to enable PBX integration to the  
voice server.  
See the Octel Unified Messenger documentation for the specific  
information required for the major PBX types. These notes are available  
from the Octel support representative.  
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Connecting with the PBX and establishing security rules  
Establishing security rules  
Octel Unified Messenger offers several features that reduce the risk of  
fraudulent long distance charges, unintended disclosure of confidential  
information, and decreased performance of the voice servers.  
Access to voice mail domain administration  
Administrators create and maintain voice mail domains, and configure the  
voice servers in these domains. The Voice Mail System Configuration  
application presents a collection of property pages for performing these  
tasks.  
The OMD voice servers run under the Microsoft Windows NT operating  
system. All access to the servers is mediated by the Windows NT domain  
security mechanism.  
Access to the Voice Mail System Configuration application is strictly  
controlled through the voice mail domain security feature. This enables  
administrators to maintain lists of users and groups who are authorized to  
administer the voice mail domain. For information on configuring  
security for a voice mail domain, see the Octel Unified Messenger  
Administrators Guide.  
Access to subscriber accounts administration  
Octel Unified Messenger administrators create and configure voice mail  
accounts for subscribers. OMD has extended the Microsoft Exchange  
Administrator with the Voice Mail property page which can only be used  
by Exchange administrators.  
Access to subscriber mailboxes  
Octel Unified Messenger subscribers gain access to the message server  
from a desktop PC or through the telephone user interface. Access to  
messages via the desktop PC is controlled by the security scheme  
established for Microsoft Exchange users. Access through the telephone  
user interface is controlled by a subscriber password. This password is set  
through Octel Unified Messenger Options or through the telephone user  
interface.  
The following Octel Unified Messenger features allow the administrator  
to minimize the risk of unauthorized access to the messaging server,  
messages and long distance lines.  
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Subscriber  
Octel Unified Messenger subscribers maintain a password for accessing  
password for the  
telephone user  
interface  
their voice mail through the telephone user interface. They can do this  
either from Octel Unified Messenger Options on their desktop PC or  
through the telephone user interface.  
The administrator enables a subscriber account for voice messaging and  
determines the initial password for telephone access. The initial password  
can be a randomly generated number. When subscribers access the voice  
mail system through the telephone user interface for the first time, they  
are prompted to change their passwords. Administrators can reset a  
subscriber password at any time, but they are unable to view the  
password.  
Subscriber passwords for the telephone user interface can be from 0 to 32  
digits in length. The Octel Unified Messenger administrator establishes  
the minimum password length as a system-wide parameter. Increasing the  
number of digits in a password lowers the probability that an  
unauthorized user might guess it. Table 6-1 shows the probability of  
guessing a password correctly, as a function of the length of the password.  
With a 6-digit password, the probability of guessing a password is 1 in  
900,000.  
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The administrator can also enable password expiration that forces  
subscribers to change passwords at predetermined time intervals.  
Changing passwords periodically reduces the chances of an unauthorized  
user gaining access to a subscriber’s mailbox.  
Table 6-1. Probability of guessing password  
Number of digits in the  
password  
Odds of correctly guessing the  
password  
1
1 in 9  
2
1 in 90  
3
1 in 900  
4
1 in 9,000  
5
1 in 90,000  
6
1 in 900,000  
7
1 in 9,000,000  
1 in 90,000,000  
1 in 900,000,000  
1 in 9,000,000,000  
1 in 90,000,000,000  
1 in 900,000,000,000  
1 in 9,000,000,000,000  
1 in 90,000,000,000,000  
1 in 900,000,000,000,000  
8
9
10  
11  
12  
13  
14  
15  
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Recipient’s name  
confirmation  
Octel Unified Messenger confirms the name of the recipient before  
sending a voice message from one subscriber to another. This feature  
makes it possible for sender of voice messages to ensure that their  
messages are delivered to the intended destination.  
Disconnecting  
callers who enter  
incorrect passwords  
If a caller enters an incorrect password to a subscriber’s account, Octel  
Unified Messenger informs the caller of the error, and requests entry of  
the correct password. The caller is offered another opportunity for two  
reasons:  
n
The caller might have pressed keys quickly, inadvertently missing  
digits.  
n
The caller may have recently changed his or her password and  
accidentally entered the old password.  
Octel Unified Messenger can be configured to disconnect when a  
threshold of between one to three attempts has been met. If a caller does  
not enter the correct password in the allowed number of attempts, the  
caller is automatically disconnected. This feature prevents unauthorized  
users from trying various numbers repeatedly in order to discover a  
password.  
Handling callers  
who make too many  
errors  
Octel Unified Messenger has the capability to disconnect or transfer  
callers who make too many errors while trying to navigate through the  
system. The number of errors - from 0 to 9 errors - can be configured on a  
system-wide basis.  
Monitoring system  
usage reports  
Octel Unified Messenger provides two standard reports that allow the  
administrator to monitor the system for potential misuse. These can be  
generated using the Reporting Tool application.  
n
The Port Statistics report shows the number of calls coming into  
the ports. Substantial activity occurring at unusual times of the  
day can be an indicator of unauthorized system usage.  
n
The Login Failures report records information about unsuccessful  
telephone logins due to an incorrect password or mailbox number  
being entered. Numerous login failures may indicate  
unauthorized users trying to access Octel Unified Messenger.  
Other security  
precautions  
Additional security measures can be implemented on PBX or Centrex  
systems.  
Access restrictions can be imposed by limiting access to the lines used by  
Octel Unified Messenger for call processing through toll restriction. Long  
distance carriers also have security services available to help control  
unauthorized users. They can monitor normal usage and provide  
immediate notification of unusually high long-distance call activity.  
Organizations should contact their long distance carrier for more  
information about these services.  
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A
Appendix A - Sizing for ports  
This appendix gives guidelines for estimating how many users can be  
supported with a given number of voice ports.  
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Calculating the number of supported subscribers  
Table A-1 through Table A-18 can be used as guidelines for estimating  
how many users can be supported with a given number of ports, based on  
average daily port usage per subscriber. These tables also provide for  
traffic patterns of 10%, 14%, or 18% Busy Hour traffic.  
Table A-1. Number of supported subscribers with four ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
36  
46  
65  
45  
8
58  
8
81  
6
60  
6
77  
6
108  
90  
4
4
116  
163  
181  
232  
4
2
2
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Table A-2. Number of supported subscribers with eight ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
120  
155  
217  
150  
193  
271  
201  
258  
361  
301  
387  
542  
602  
774  
1083  
8
8
6
6
6
4
4
4
2
2
2
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Table A-3. Number of supported subscribers with twelve ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
220  
283  
397  
275  
354  
496  
367  
472  
661  
551  
708  
992  
1102  
1417  
1983  
8
8
6
6
6
4
4
4
2
2
2
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Table A-4. Number of supported subscribers with sixteen ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
327  
420  
588  
409  
8
525  
8
735  
6
545  
6
700  
6
981  
4
817  
4
1051  
1471  
1634  
2101  
2942  
4
2
2
2
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Table A-5. Number of supported subscribers with twenty ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
439  
564  
790  
549  
8
705  
8
988  
6
731  
6
940  
6
1317  
1097  
1411  
1975  
2194  
2821  
3950  
4
4
4
2
2
2
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Table A-6. Number of supported subscribers with twenty-four ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
554  
712  
997  
692  
8
890  
8
1246  
923  
6
6
1187  
1661  
1384  
1780  
2492  
2769  
3560  
4983  
6
4
4
4
2
2
2
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Table A-7. Number of supported subscribers with twenty-eight ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
671  
863  
1208  
839  
8
1079  
1510  
1119  
1438  
2014  
1678  
2158  
3021  
3356  
4315  
6042  
8
6
6
6
4
4
4
2
2
2
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Table A-8. Number of supported subscribers with thirty-two ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
791  
1017  
1423  
988  
8
1271  
1779  
1318  
1694  
2372  
1977  
2542  
3558  
3954  
5083  
7117  
8
6
6
6
4
4
4
2
2
2
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Table A-9. Number of supported subscribers with thirty-six ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
911  
1171  
1640  
1139  
1464  
2050  
1519  
1952  
2733  
2278  
2929  
4100  
4556  
5857  
8200  
8
8
6
6
6
4
4
4
2
2
2
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Table A-10. Number of supported subscribers with forty ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1032  
1327  
1858  
1291  
1659  
2323  
1721  
2212  
3097  
2581  
3318  
4646  
5162  
6637  
9292  
8
8
6
6
6
4
4
4
2
2
2
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Table A-11. Number of supported subscribers with forty-four ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1156  
1486  
2080  
1444  
1857  
2600  
1926  
2476  
3467  
2889  
3714  
5200  
5778  
7429  
10400  
8
8
6
6
6
4
4
4
2
2
2
A-12  
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Table A-12. Number of supported subscribers with forty-eight ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1280  
1645  
2303  
1600  
2057  
2879  
2133  
2742  
3839  
3199  
4113  
5758  
6398  
8226  
11517  
8
8
6
6
6
4
4
4
2
2
2
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Table A-13. Number of supported subscribers with fifty-two ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1404  
1805  
2527  
1755  
2256  
3158  
2340  
3008  
4211  
3509  
4512  
6317  
7019  
9024  
12633  
8
8
6
6
6
4
4
4
2
2
2
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Appendix A - Sizing for ports  
Table A-14. Number of supported subscribers with fifty-six ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of  
subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1529  
1965  
2752  
1911  
2457  
3440  
2548  
3276  
4586  
3822  
4914  
6879  
7644  
9827  
13758  
8
8
6
6
6
4
4
4
2
2
2
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Table A-15. Number of supported subscribers with sixty ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1655  
2127  
2978  
2068  
2659  
3723  
2758  
3546  
4964  
4137  
5318  
7446  
8273  
10637  
14892  
8
8
6
6
6
4
4
4
2
2
2
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Appendix A - Sizing for ports  
Table A-16. Number of supported subscribers with sixty-four ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1781  
2289  
3205  
2226  
2862  
4006  
2968  
3815  
5342  
4451  
5723  
8013  
8903  
11446  
16025  
8
8
6
6
6
4
4
4
2
2
2
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Table A-17. Number of supported subscribers with sixty-eight ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
1907  
2452  
3433  
2384  
3065  
4292  
3179  
4087  
5722  
4769  
6131  
8583  
9537  
12262  
17167  
8
8
6
6
6
4
4
4
2
2
2
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Appendix A - Sizing for ports  
Table A-18. Number of supported subscribers with seventy-two ports  
Average usage per  
subscriber per day  
(minutes)  
Busy hour peak (% of  
daily calls)  
Number of subscribers  
10  
10  
10  
8
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
18  
14  
10  
2034  
2615  
3662  
2543  
3269  
4577  
3390  
4359  
6103  
5086  
6539  
9154  
10171  
13077  
18308  
8
8
6
6
6
4
4
4
2
2
2
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B
Appendix B - Grade of service  
This appendix illustrates the maximum amount of busy hour traffic  
supported by a given number of ports for each grade of service (GOS).  
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Calculating busy hour traffic  
Table B-1 through Table B-4 show the maximum amount of busy hour  
traffic supported by a given number of ports for each grade of service.  
Note: Erlangs, CCS, and minutes are three different measures of  
traffic. 60 minutes = 1 Erlang = 36 CCS.  
Table B-1. Maximum busy hour traffic supported for a GOS of P.01  
Ports  
4
Erlangs  
0.86  
CCS  
31  
Minutes  
51.7  
8
3.11  
112  
186.7  
12  
16  
20  
24  
28  
32  
36  
40  
44  
48  
52  
56  
60  
64  
68  
72  
5.86  
211  
351.7  
8.86  
319  
531.7  
12.03  
15.28  
18.64  
22.03  
25.50  
29.00  
32.53  
36.08  
39.69  
43.31  
46.94  
50.58  
54.25  
57.94  
433  
721.7  
550  
916.7  
671  
1118.3  
1321.7  
1530.0  
1740.0  
1951.7  
2165.0  
2381.7  
2598.3  
2816.7  
3035.0  
3255.0  
3476.7  
793  
918  
1044  
1171  
1299  
1429  
1559  
1690  
1821  
1953  
2086  
B-2  
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Appendix B - Grade of service  
Table B-2. Maximum busy hour traffic supported for a GOS of P.02  
Ports  
4
Erlangs  
1.08  
CCS  
39  
Minutes  
65.00  
8
3.61  
130  
216.67  
12  
16  
20  
24  
28  
32  
36  
40  
44  
48  
52  
56  
60  
64  
68  
72  
6.61  
238  
396.67  
9.81  
353  
588.33  
13.17  
16.61  
20.14  
23.72  
27.33  
30.97  
34.67  
38.39  
42.11  
45.86  
49.64  
53.42  
57.22  
61.03  
474  
790.00  
598  
996.67  
725  
1208.33  
1423.33  
1640.00  
1858.33  
2080.00  
2303.33  
2526.67  
2751.67  
2978.33  
3205.00  
3433.33  
3661.67  
854  
984  
1115  
1248  
1382  
1516  
1651  
1787  
1923  
2060  
2197  
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Table B-3. Maximum busy hour traffic supported for a GOS of P.03  
Ports  
4
Erlangs  
1.25  
CCS  
45  
Minutes  
75.00  
8
3.97  
143  
238.33  
12  
16  
20  
24  
28  
32  
36  
40  
44  
48  
52  
56  
60  
64  
68  
72  
7.14  
257  
428.33  
10.50  
13.97  
17.56  
21.19  
24.89  
28.64  
32.39  
36.19  
40.00  
43.83  
47.69  
51.56  
55.44  
59.33  
63.22  
378  
630.00  
503  
838.33  
632  
1053.33  
1271.67  
1493.33  
1718.33  
1943.33  
2171.67  
2400.00  
2630.00  
2861.67  
3093.33  
3326.67  
3560.00  
3793.33  
763  
896  
1031  
1166  
1303  
1440  
1578  
1717  
1856  
1996  
2136  
2276  
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Appendix B - Grade of service  
Table B-4. Maximum busy hour traffic supported for a GOS of P.05  
Ports  
4
Erlangs  
1.50  
CCS  
54  
Minutes  
90.00  
8
4.53  
163  
271.67  
12  
16  
20  
24  
28  
32  
36  
40  
44  
48  
52  
56  
60  
64  
68  
72  
7.94  
286  
476.67  
11.53  
15.22  
19.03  
22.86  
26.72  
30.64  
34.58  
38.56  
42.53  
46.53  
50.53  
54.56  
58.58  
62.64  
66.67  
415  
691.67  
548  
913.33  
685  
1141.67  
1371.67  
1603.33  
1838.33  
2075.00  
2313.33  
2551.67  
2791.67  
3031.67  
3273.33  
3515.00  
3758.33  
4000.00  
823  
962  
1103  
1245  
1388  
1531  
1675  
1819  
1964  
2109  
2255  
2400  
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Glossary  
access control list  
A list of people in a voice mail domain who have access to Octel Unified Messenger applications  
and tools.  
AccuCall+  
A Rhetorex utility for Windows NT and Windows 95 that allows you to build and edit tone tables.  
Adaptive Differential Pulse Code Modulation (ADPCM)  
A speech encoding method that produces a digital signal with a lower bit rate than standard pulse  
code modulation (PCM). ADPCM calculates the difference between two consecutive speech  
samples in standard PCM coded telecom voice signals. The ADPCM encoding rate is 32 kilobit per  
second.  
automated attendant  
An automated service that greets callers and instructs them on how to proceed. The automated  
attendant also allows other call handling features such as intercom paging and call screening.  
busy hour  
A method used to calculate the number of ports required when sizing a system. It represents the  
busiest hour of the day, when the volume of calls generated by internal subscribers and external  
callers reaches its peak.  
call management  
A component of the voice server that provides an interface between the voice cards and Octel  
Unified Messenger telephony applications.  
call screening  
A call answering option that requires callers to announce themselves before a subscriber answers  
the call. If a call is screened and the subscriber is not available to answer it, the caller has the choice  
of leaving a message, or being forwarded to a different extension, or to the operator.  
carried traffic  
The total busy hour traffic that was offered to the group of ports minus the blocked calls  
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Centum Call Second (CCS)  
A unit of measurement for call time. The formula for a CCS is the number of calls per hour  
th  
multiplied by their average duration in seconds, all multiplied by 100. A CCS is 1/36 of an Erlang.  
Class of Service (COS)  
A category used to determine a subscriber’s access to system options and features. The  
administrator assigns a class of service to each subscriber.  
DID  
See Direct Inward Dialing.  
Dial-by-Name  
A method of addressing that enables a subscriber to spell the recipient's name on the telephone  
keypad when using the telephone user interface.  
Digital Meridian Integration Device (DMID)  
A device that provides integration with Northern Telecom switches, such as the Meridian M-1. The  
DMID physically sits between the PBX and the voice server and appears as one or two digital  
telephones to the PBX, depending on the number of analog ports required. Analog line circuits for  
the voice path appear on the digital set of the DMID. When a call is received on the DMID, it  
simultaneously rings at the analog port. The DMID interprets the call display information and  
transmits it to the voice server which answers the caller with the appropriate personal greeting.  
Direct Inward Dialing (DID)  
Using DID, a caller can dial inside an organization to reach someone’s telephone extension directly  
without going through a receptionist.  
DMID  
See Digital Meridian Integration Device.  
Dual Tone Multifrequency (DTMF)  
A combination of two tones that uniquely identify each button on a telephone keypad.  
Erlang  
A unit of measurement for call time. One Erlang is equivalent to 60 call minutes or 36 CCS. See  
also Centum call second.  
event  
A significant occurrence in a voice mail system that is of interest to an administrator for diagnostic  
or reporting purposes.  
fax routing address  
A Microsoft Exchange e-mail address consisting of a string of digits that uniquely identify the  
subscriber to the fax server.  
Global System for Mobile Communications (GSM)  
An audio encoding format with an encoding rate of approximately 13 kilobit per second.  
Grade of service (GOS)  
The probability, expressed as a percentage of callers who call during the busy hour, that an  
incoming call is blocked (the caller hears a busy signal) because all ports are in use.  
GSM  
See Global System for Mobile Communications.  
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Glossary  
hunt group  
A group of telephone lines where the incoming calls are distributed according to a priority scheme.  
in-band signaling  
A method of connecting the voice server to the PBX as if it were a series of single-line telephones  
or a series of trunks in a hunt group. The term “in-band” is used because all of the call identification  
information is passed from the PBX to the voice server using DTMF signals on the same line as the  
voice connection.  
intercom paging  
A method of automatically paging subscribers if they are do not answer their telephones. If a  
subscriber does not respond to the page, the caller is transferred to the subscriber’s mailbox.  
IVM  
A format for storing sound in files used for Octel Unified Messenger voice messages.  
local mailbox number  
A method of addressing voice messages through the telephone user interface to recipients in a voice  
mail domain.  
mailbox  
A delivery location for incoming voice, e-mail, and fax messages.  
message confirmation  
A notice confirming that a message was delivered to a recipient.  
Microsoft Exchange site  
A group of Microsoft Exchange servers, where one or more servers on a high-bandwidth,  
permanent LAN work together to provide messaging and other services to a set of users. Within an  
Exchange site, users can share information and can be managed as a collection. A Microsoft  
Exchange site can be mapped to the Windows NT domain topology that has already been  
established. It can also span multiple trusted Windows NT domains that may already exist.  
multimedia  
A PC has multimedia capabilities if it has a sound card, microphone, and speakers or headphones.  
name prompt  
A personalized prompt that states a subscriber’s name when that subscriber’s extension is busy or  
unanswered and he or she has not recorded a personal greeting.  
numeric address  
A string of digits that uniquely identifies a recipient or a distribution list across the organization. A  
numeric address is used by the telephone user interface as a means of addressing a message.  
OctelNet  
A networking application that allows users on one OMD system to exchange messages with users  
on other OMD systems. OctelNet uses the public or private telephone network for message  
transport.  
OctelNet custom recipient  
An OctelNet recipient who has a mailbox on a remote node.  
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OctelNet gateway  
An OctelNet gateway enables Octel Unified Messenger subscribers to exchange voice messages  
with any other OctelNet-enabled voice mail system, either at the same site or at remote sites.  
OctelNet Gateway Administration Extension  
An administration tool that adds administration capabilities for an OctelNet gateway to Microsoft  
Exchange Server Administrator.  
Octel Unified Messenger Options  
An application that allows subscribers to configure their mailboxes using their PCs. Subscribers  
can record all personal greetings and prompts, personalize their call handling options, and select  
whether to use multimedia or the telephone for recording and playing back voice messages.  
Octel Unified Messenger Voice Form  
An application that provides access to voice messages within a Microsoft Exchange environment.  
Through voice forms, subscribers can perform standard voice mail functions such as listening to,  
replying to, or forwarding voice messages, or composing new voice messages using their desktop  
PCs or telephones.  
Octel Unified Messenger Voice Recorder  
A tool for sending voice mail and voice-annotated items, such as Microsoft Word documents. It  
provides a way to send a quick voice message without having to start up an e-mail application.  
offered traffic  
The total traffic offered to a group of ports during the busy hour, including calls that are blocked  
operation history database  
A temporay storage area for events generated by Octel Unified Messenger. The Operation History  
Viewer is used for viewing events in this database.  
Operation History Viewer  
A diagnostic tool that displays events generated by Octel Unified Messenger activity and logged in  
the Octel Unified Messenger operation history database. By creating a “session”, administrators  
can restrict the number of events to only those that meet their criteria. They can view live events as  
they are added to the operation history database, or view historical events.  
operator  
The person to whom callers are transferred when they request to speak with an operator, exceed the  
maximum number of errors permitted on the system, or call from a rotary telephone. Individual  
mailboxes may have an operator that is different from the designated system operator, for example,  
a personal assistant.  
optional greeting  
A personalized answering system for greeting callers if a subscriber’s extension is busy or  
unanswered, or if incoming calls are blocked.  
password  
Subscribers must enter their passwords to gain access to Octel Unified Messenger through the  
telephone user interface. Subscribers can change their passwords using the telephone user interface  
or Octel Unified Messenger Options.  
PBX  
See Private Branch Exchange.  
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Glossary  
PBX integration  
A method that establishes communication between the PBX and the voice mail system. The PBX  
supplies information such as who is calling on internal calls, and the extension that the caller is  
trying to reach.  
PC client applications  
A group of applications that enable subscribers and administrators to access Octel Unified  
Messenger from their desktop PCs. PC client applications include Octel Unified Messenger Voice  
Form, Octel Unified Messenger Voice Recorder, and Octel Unified Messenger Options.  
PC user interface  
An interface through which subscribers can access the Octel Unified Messenger system from their  
PC.  
peer e-mail server  
The Microsoft Exchange server that acts as host e-mail server for an Octel Unified Messenger voice  
server.  
personal greeting  
A personalized prompt that greets callers when they are transferred to a subscriber’s mailbox if the  
extension is busy or not answered.  
Please Hold prompt  
A personalized prompt that informs callers of the extension they selected while they are transferred  
to an extension.  
port group  
A group of ports allocated to a specific application, such as the PC client, the telephone user  
interface, or OctelNet. Port groups are configured using the Voice Mail System Configuration  
application.  
Port Monitor  
A diagnostic tool that provides a graphical user interface for checking and changing the status of  
ports on a particular voice server.  
Private Branch Exchange (PBX)  
A telephone exchange local to a particular organization that uses, rather than provides, telephone  
services. Also known as a switch.  
prompt  
A spoken greeting or instruction which directs callers whose calls have come through the  
automated attendant.  
Reporting Tool  
A tool for generating reports for monitoring voice mail system usage, planning capacity and  
tracking security. Once a report is generated, it can be viewed onscreen or printed for easy  
reference. It can also be exported to many popular file formats or attached to a message sent via a  
MAPI-enabled e-mail system.  
Simplified Message Desk Interface (SMDI)  
A protocol for sending PBX integration data, that does not require a caller to reenter the telephone  
number if the extension is busy or not answered.  
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subscriber  
A Microsoft Exchange user whose profile is enabled for voice messaging. A subscriber can use  
both the telephone user interface and the graphical user interface of Octel Unified Messenger.  
switch  
See PBX.  
telephone user interface (TUI)  
An interface through which callers and subscribers can access the Octel Unified Messenger system  
via the telephone. The telephone user interface is an automated attendant and voice messaging  
system that controls call handling. It greets incoming callers and instructs them on how to proceed.  
text-to-speech (TTS)  
The conversion of text into speech (speech synthesis). Using text-to-speech, Octel Unified  
Messenger subscribers can listen to their e-mail messages over the telephone.  
tracing server  
A separate server that records operational information about activity in the voice mail domain.  
tracing system  
A system that captures information related to the operation of voice servers, for both diagnostic and  
reporting purposes. The tracing system maintains connections with all voice servers in the voice  
mail domain and receives notification of events from each of them. These events are written to two  
storage areas: the Operation History and the transaction databases. An administrator can generate  
reports summarizing voice mail activity using the Reporting Tool.  
transaction database  
A storage area where voice messaging events happening in the voice mail domain are written. It is  
a permanent database containing summary information that is used by the Reporting Tool.  
TTS  
See text-to-speech.  
TUI  
See telephone user interface.  
unified mailbox  
An Octel Unified Messenger subscriber mailbox, where all voice, fax, telephone answering  
messages, e-mail, and data messages (including documents and forms) are stored. Messages can be  
viewed, listened to, or retrieved using the telephone or PC.  
Visual Voice Editor  
An administration tool that allows the recording of customized prompts used by Octel Unified  
Messenger. The tool allows recording using multimedia or the telephone user interface. When  
modifying a prompt, the user is presented with a graphical rendering of the sound, which allows  
precise editing of the audio data.  
Voice Mail User Administration Extension  
An administration tool that adds voice mail administration capabilities to Microsoft Exchange  
Server Administrator. An administrator can enable maiboxes for voice mail and maintain voice  
mail information for each Octel Unified Messenger subscriber.  
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Glossary  
voice mail domain  
A group of Octel Unified Messenger voice servers that share a common set of properties. All  
subscribers who are provided with telephone answering by these voice servers are said to “belong”  
to the same voice mail domain.  
voice mail enabling  
When a new user profile is created in Microsoft Exchange, it does not include any voice mail  
information. An administrator can “voice-enable” the mailbox, using the Voice Mail User  
Administration extension added by Octel Unified Messenger to the standard Microsoft Exchange  
Server Administrator application.  
Voice Mail System Configuration  
An administration tool used to configure the attributes of a voice mail domain or group of voice  
servers.  
voice player  
A component of the Octel Unified Messenger Voice Form used for playing back and recording  
voice messages.  
voice server  
An executable program that runs as a Windows NT Service.  
.WAV  
A file extension used for Windows multimedia format audio data.  
101-1620-005  
GL-7  
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Index  
ADPCM 3-12  
GSM 3-12  
A
access control list, definition GL-1  
account security 6-3  
automated attendant, definition GL-1  
AccuCall+, definition GL-1  
additional digits, OctelNet 5-4  
B
addressing  
busy hour  
designing  
calculating traffic 2-5  
definition GL-1  
determining 2-4  
units of measurement 2-5  
addressing schemes 4-2  
OctelNet addressing schemes 5-4  
Dial-by-Name 4-4  
local mailbox numbers 4-3  
messages using  
PC user interface 3-4  
telephone user interface 3-4  
numeric addresses 4-5  
OctelNet addresses 5-7  
C
call management  
definition GL-1  
voice server component 3-8  
call screening, definition GL-1  
addressing schemes 4-2  
carried traffic 2-5  
definition GL-1  
administration  
applications 3-7  
voice server component 3-8  
Centrex 1-9, 3-10  
ADPCM 3-12  
Centum Call Seconds (CCS)  
calculating busy hour 2-5  
definition GL-2  
definition GL-1  
architecture, system 3-1  
sizing ports, using 2-4  
101-1620-005  
IN-1  
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Octel Unified Messenger Concepts & Planning Guide  
class of service, definition GL-2  
client components 3-5  
faxes  
enabling subscribers 2-21  
receiving 1-8  
routing to third-party fax servers 2-22  
components of Octel Unified Messenger  
client  
administration applications 3-7  
PC access 3-6  
telephone access 3-5  
server  
G
Grade of service (GOS) 2-6  
definition GL-2  
tracing server 3-9  
voice server 3-8  
grunt detection, definition GL-3  
counters, statistics and performance 3-8  
GSM 3-12  
definition GL-2  
D
Dial-by-Name 4-4, 5-3  
H
definition GL-2  
hunt group  
Digital Meridian Integration Device (DMID)  
definition GL-2  
definition GL-3  
pilot number for fax server 2-20  
PBX integration 3-10  
I
Direct Inward Dialing (DID), definition GL-2  
DTMF, definition GL-2  
in-band signaling  
definition GL-3  
PBX integration 3-10  
E
Erlang  
intercom paging, definition GL-3  
calculating busy hour 2-5  
definition GL-2  
sizing ports, using 2-4  
interoperability  
OctelNet 5-2  
single-site 5-8  
third-party fax servers 2-20  
Ethernet 1-10, 2-14  
IVM file, definition GL-3  
events, definition GL-2  
Exchange e-mail system, access via telephone  
L
local area network (LAN) 1-10  
Exchange server. See Microsoft Exchange server  
communicating via 1-6  
local mailbox numbers 4-3  
definition GL-3  
F
fax routing address 2-20  
definition GL-2  
enabling subscribers 2-21  
M
mailbox  
fax servers 1-8  
definition GL-3  
forwarding 5-8  
security 6-3  
unified 1-4  
interoperability  
requirements 2-21  
with Octel Unified Messenger 2-20  
relationship with voice mail domains 2-21  
routing inbound fax calls to 2-22  
mailbox length, OctelNet 5-5  
IN-2  
101-1620-005  
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Index  
message confirmation, definition GL-3  
single-site interoperability 5-8  
automatic mailbox forwarding 5-8  
sizing ports for outgoing messages 2-7  
messages  
addressing 3-4  
sending 1-11  
OctelNet gateway 5-7  
definition GL-4  
messaging, voice server component 3-8  
voice server component 3-8  
Microsoft Exchange server 1-6  
Extension 3-7  
calculating impact on capacity 2-12  
Microsoft Exchange site, definition GL-3  
monitoring, system usage reports 6-6  
multimedia, definition GL-3  
definition GL-4  
offered traffic 2-5, GL-4  
operation history database, definition GL-4  
operation history event generation, voice server  
component 3-8  
N
Name prompt, definition GL-3  
Operation History Viewer 3-7  
definition GL-4  
NameNet 5-3  
network traffic, sizing the system 2-14  
networked components 1-6  
using a slow network connection 2-19  
operator, definition GL-4  
numeric address 4-5  
definition GL-3  
optional greeting, definition GL-4  
outgoing call features 2-7  
O
P
Octel Unified Messenger Options  
passwords  
definition GL-4  
PC access 3-6  
using a slow network connection 2-19  
definition GL-5  
disconnecting callers 6-6  
for telephone user interface 6-4  
Octel Unified Messenger Voice Form 3-6  
definition GL-4  
PBX 1-9  
definition GL-5  
using a slow network connection 2-19  
definition GL-5  
Octel Unified Messenger Voice Recorder 3-6  
definition GL-4  
DMDI 3-11  
using a slow network connection 2-19  
in-band signaling 3-10  
RS-232 data channel 3-10  
sizing ports 2-7  
Octel Unified Messenger, system  
architecture 3-1  
VoiceBridge II 3-11  
OctelNet  
casual 5-7  
definition GL-4  
forwarding messages 5-8  
introduction 5-2  
messaging features 5-3  
sending to Octel Unified Messenger 5-7  
PC client applications, definition GL-5  
PC user interface 1-10  
definition GL-5  
functions 1-5  
PC access 3-6  
peer e-mail server, definition GL-5  
personal greeting, definition GL-5  
101-1620-005  
IN-3  
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Octel Unified Messenger Concepts & Planning Guide  
planning. See sizing  
determining busy hour 2-4  
disk space requirements 2-13  
grade of service 2-6  
number of Exchange users 2-12  
PBX integration 2-7  
please hold prompt, definition GL-5  
port group, definition GL-5  
Port Monitor 3-7  
definition GL-5  
using a slow network connection 2-19  
ports 2-4  
voice mail domain 2-3  
voice servers 2-9  
worst case network load 2-14  
ports  
requirements 2-8  
sizing 2-4  
slow network connections 2-16  
effect on  
Private Branch Exchange. See PBX  
prompt, definition GL-5  
Octel Unified Messenger Voice  
Form 2-19  
Octel Unified Messenger Voice  
Recorder 2-19  
Operation History Viewer 2-19  
Port Monitor 2-19  
RAS connections. See slow network connections  
recipient’s name confirmation 6-6  
Reporting Tool 2-19  
Visual Voice Editor 2-19  
Voice Mail User Administration  
Extension 2-19  
Reporting Tool 3-7  
definition GL-6  
monitoring system usage 6-6  
using a slow network connection 2-19  
requirements  
using the telephone  
recording 2-18  
using with multimedia 2-16  
tracing server 2-11  
voice servers 2-10  
playback 2-16  
RS-232 data channel, PBX integration 3-10  
recording 2-16  
using with the telephone 2-17  
S
security  
playback 2-17  
spoken name 5-3  
monitoring system for misuse 6-6  
password expiration 6-5  
recipient's name confirmation 6-6  
rules for disconnecting callers 6-6  
subscriber accounts 6-3  
subscriber mailboxes 6-3  
voice mail domain 6-3  
statistics and performance counters, voice server  
component 3-8  
subscribers  
definition GL-6  
fax-enabling 2-21  
PC user interface 6-3  
TUI 6-4  
sending messages 1-11  
Significant Event Log  
switch. See PBX  
voice server component 3-8  
system components 3-5  
Simplified Message Desk Interface (SMDI),  
definition GL-6  
T
sizing  
telephone user interface 1-9, 3-5  
additional network traffic 2-14  
IN-4  
101-1620-005  
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Index  
definition GL-6  
functions 1-5  
security 6-4  
Voice player, definition GL-7  
voice server 1-7  
definition GL-7  
functions 3-8  
text-to-speech  
choosing a processor 2-10  
definition GL-6  
operations 2-15  
language identification 1-7  
voice server component 3-8  
sizing 2-9  
transferring call to fax server 2-20  
Token Ring 1-10, 2-14  
VoiceBridge II, PBX integration 3-11  
tracing server 1-8  
definition GL-6  
functions 3-9  
W
WAV file, definition GL-7  
requirements 2-11  
wide area network (WAN), communicating  
via 1-6  
Tracing System 2-9  
definition GL-6  
worst-case network load, calculating 2-14  
transaction database, definition GL-6  
U
unified mailbox 1-4  
definition GL-6  
user profile, voice server component 3-8  
V
Visual Voice Editor 3-7  
definition GL-7  
using a slow network connection 2-19  
voice mail domain 3-2  
administering 6-3  
definition GL-7  
design rules 2-3  
relationship with fax servers 2-20  
security 6-3  
voice mail enabling, definition GL-7  
Voice Mail System Configuration 3-7  
definition GL-7  
setting up security 6-3  
using a slow network connection 2-19  
voice mail system, access via telephone user  
interface 3-5  
Voice Mail User Administration Extension 3-7  
definition GL-7  
using a slow network connection 2-19  
101-1620-005  
IN-5  
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