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learning center  >  CONFIGURED ITEMS - SET MANAGEMENT  >  Set Devices  >  Configuring a Set

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Sets

Adding Set Information

1.       Click Configured Items.

2.       In the Navigation pane, click Set Management and then Configured Sets.

3.       Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New, then select Set Management.

·         Within the Actions pane, click Add New Set Management.

With either option, the Set Management window opens to Device Details.

4.   Within the Device Properties pane, complete the following information (required fields are marked with an asterisk (*):

·         Site* – click the drop-down arrow to access a list, then, select the set installation site. The site drop-down list displays the bottom-most site first. After the ~~ is the complete path to the site.

·         Switch Name – click the drop-down arrow to access a list, and then select the switch associated with the site and set installation. The switches that display within the list are only those associated with the selected site.

5.   Once the switch name is selected the fields after Template Name change to those specific to the switch. Within this section, we will cover the basic information, as if a switch were not present (required fields are marked with an asterisk (*):

·         Organization Name – click the drop-down arrow to access a list, and then select the name of the organization. The organization drop-down list displays the bottom-most organization first. After the ~~the complete path to the selected organization displays. Each level of the organizational tree is separated by a >.

Once you select an organization, the complete path populates within the field.

·         Subscriber Name – click the drop-down arrow to access a list, and then select the subscriber name responsible for the set.

·         Template Name – click the drop-down arrow to access a list, and then select the template name associated with the set. The template displays in the Device Display pane in the lower-right-hand corner of the screen. If there are any features assigned to the template, they will automatically display on the button in the Button Properties pane. When you create the first number on the set, it is in the position of the primary number as indicated on the template.

·         Set Type Name – once you select a Template Name, this field auto-populates with the predefined set type name.

·         Set Name in Switch – once you select a Template Name, this field auto-populates with the predefined set type name within the switch environment.

·         Directory Number* – click the drop-down arrow to access the Directory Number Plans table. There are three ways to populate the table:

·         Click the drop-down arrow within the Number Plan field, and then select the plan. Once selected, either click the Next link to have cairs.net automatically select the next number in the sequence or click the Show All button to display a complete list of numbers. Within the list double-click the number, the table closes, and the number displays within the field.

·         Within the Search textbox, type the number or portion of the number and then click the magnifying glass. When the list populates, double-click the number. The table closes, and the number displays within the field.

·         Within the lower pane, click the Click Here link to view all the numbers. When the list populates, double-click the number. The table closes, and the number displays within the field.

·         Port Name (TN, LEN) – click the drop-down arrow to access the Port Groups table. There are three ways to populate the table:

·         Click the drop-down arrow within the Port Groups field, and then select the plan. Once selected, either click the Next link to have cairs.net automatically select the next number in the sequence or click the Show All button to display a complete list of ports. Within the list, double-click the number. That table closes, and the number displays within the field.

·         Within the Search textbox, type the number or portion of the port number and then click the magnifying glass. When the list populates, double-click the number. The table closes, and the number displays within the field.

·         Within the lower pane, click the Click Here link to view all port numbers. When the list populates, double-click the number, the table closes, and the number displays within the field.

In the lower right hand corner of the port selection box, is an ‘Include Dedicated Plant’ checkbox.  This remains checked to include all the ports that are available within your switch whether they are associated to a dedicated plant record or not.  Uncheck the box to show you only the records that are not associated to a dedicated plant record.  To learn more about Dedicated Plant please see Set Facilities – Dedicated Plant.  

·         Active or Suspended – defaults to Active indicating you are creating an active set.

·         Class of Service Name – click the drop-down arrow to access a list, and select the set’s class of service.

·         Class of Restriction Name – click the drop-down arrow to access a list, and select the set’s class of restriction.

·         Set Misc 1-20 – use these fields for typing in any miscellaneous set information.

6.   At this point, you should save your progress. Within the Actions ribbon group, click the Save button.

Set Facilities

7.   Within the Facilities\E & S\Accounts pane, click the Facilities tab.  There are two sections within the Facilities pane. The top portion allows you to assign a few basic items within Facilities, and the lower half allows you to assign the complete facilities package.

8.   Within the top section, complete the following fields (required fields are marked with an asterisk (*):

·         Assigned Site – populates with the site chosen in the Device Properties pane.

·         Assigned Building * – click the drop-down arrow to access a list, and then select the building name.

·         Alternate Location – type in any alternate location information relating to the set.  This field can appear in the 911 interface

·         Directory Building Name – this field auto-populates with the Directory Building Name that appears on the Building Record. The Directory Building name is defined as the common name for the building, for example, the assigned building name is 100 and the directory building name is Post Office.  This field is read only.   

·         Floor – type the floor number, if applicable.

·         Room – type the room number, if applicable.

·         Jack – type the jack number, if applicable.

·         Dedicated Plant – click the arrow to access a drop-down list, from the list select the type of dedication, it automatically defaults to Not Dedicated. You can change the selection to dedicate with port or dedicated without port. When you choose to dedicate, anytime you move or delete the device, the facilities remain in place and are unavailable to use in other situations.

9.   Within the lower section, when you click the first line (marked with an asterisk) the site and building name populate within the information you entered in the upper section.

10. Within the terminal name column, click the drop-down arrow to access a list, and then select the terminal name associated with the building. (If your building has only one terminal associated, this field automatically populates with that terminal name.)

11. If you do not see, the Connection Name line, click the plus sign (+) next to the site name. The following fields open to allow you to complete adding the facilities, complete the following fields (required fields are marked with an asterisk (*):

·         Connection Name – click the drop-down arrow to access a list, and then select the set’s connection.

·         Path Number – this field auto-populates with the next available path in the terminal. To change this selection, click the drop-down arrow to access a list and then select the set’s path number.

·         Path Usage – click the drop-down arrow to access a list, then, select the path usage type. This is a list that is pre-defined within Facilities and indicates how the path is being used, for example, data, voice, transmit, etc.

·         Out Binding Post or Out Frame Location – these fields auto-populate with number(s) corresponding to the path number. This information is defined within Facilities; each terminal is designed with either a Binding Post or Frame Location. This field is a Read Only field.

·         In Row, Block, Pin – these fields auto-populate within number(s) corresponding to the path number. This information is defined within Facilities; each terminal is designed with either a Binding Post or Frame Location. This is a Read Only field.

12. At this point it is a good idea to save the information you entered so far, within the Actions ribbon group, click the Save button.

13. You can continue to add-in cross connect buildings, terminals, and connection information for the set device by entering in another site, building name, and terminal.

14. Within the Actions ribbon group, click Save (to save and stay) to continue working with this set, or click Save & Close (to save and exit) to return to the Set Management list.

15. Although you have created the set and saved it within your database, you have not created the appearance within the switch. To do so, click the Go button within the Run Time ribbon group.

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Deleting Set Information

Before deleting a set, you must make sure that no other set is dependent upon the primary button. If another set is dependent, a message box displays with the button number of the dependent telephone number.

It is important to note that when you delete a set that has existing charges whether call, equipment or services need a billing end date.  If you do not indicate a billing end date, cairs.net auto-populates the billing end date with the current date.  

1.       Click Configured Items.

2.       In the Navigation pane, click Set Management > Configured Sets.

3.       Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Configured Sets list opens, displaying all existing sets. Double-click the set to modify.

The Set Management window opens.

5.   Within the Buttons Properties window, select the primary appearance or main listed telephone number for the set. Deleting this button deletes the set from cairs.net.

6.   Within the Actions ribbon group, click the Delete button.

7.   Once you click Delete, a message box displays verifying that you really want to delete the entire set. Click Yes within the box to continue or No to cancel the operation.

8.   Once you click Yes, the Scripts window opens. Click the plus sign (+) next to the script name and complete the fields. Once the fields are complete, you have the following choices:

·         Schedule – click the schedule field within the top line. Click the drop-down arrow to access a calendar and from the calendar click the date to select, once clicked the date displays in the field (to change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date.) The time (12:00 am) also populates in the box. To change the time, click the hour, minute or am/pm to type the new time. Then click the Continue button.

·         Continue – click the Continue button to delete the Set Device in cairs.net and send the script to the switch to delete it from switch database.

·         Skip – click the Skip button to delete the Set Device in cairs.net but not in the switch. When you click Skip, a message box displays verifying that you really want to skip running the scripts, within the box click Yes to continue or No to return to the Scripts window.

·         Cancel – click the Cancel button to abort the operation.

9.   When you click continue, a Script Progress box displays displaying the progress of the script executing within the switch.

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Suspending a Set

Within the Device Properties pane on the Device Details ribbon group, you can suspend a set.  This allows the set to remain in your database and the switch without having to delete and re-add in the future.  Within the Device Properties pane, find the Active or Suspended field, within the drop down list, select Suspended. 

It is important to note that if there are equipment or service charges associated to the set, you need to suspend those as well.  The Active or Suspended field only changes the set information within the database and the switch it does not affect billing.  There are two ways to suspend the charges associated with the set, first you can delete the associated equipment and services.  If you do delete, you will have to re-add all associated equipment and services when you reactivate the set.  Alternatively, you can access the account and suspend the account.  This stops all charges from being billed to the account.  Keep in mind, that if there are more than one set device associated to the account, those will also be suspended. 

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Re-activating a Set

You can activate a set that you have previously set to suspended.  Within the Device Properties pane, find the Active or Suspended field, within the drop down list, select Active.   

Depending on how you dealt with the equipment and services when you suspended the set, you will need to either re-add the equipment and services.  Or, you will need to access the account and change the status to active. 

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