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Installation_Planning_Guide

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Installation_Planning_Guide

Allworx

Installation Planning Guide

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     Installation Planning Guide

    Table of Contents

CUSTOMER SITE SURVEY.............................................................................................................................. 1

    PART 1 EMPLOYEE AND LOCATION INFORMATION ................................................................................. 2 PART 2 PHONE SYSTEM .............................................................................................................................. 3

    VOICE SERVICE DELIVERY ............................................................................................................................... 3

    CURRENT PHONE SYSTEM ............................................................................................................................... 4

    ALLWORX SYSTEM CONFIGURATION ................................................................................................................. 5 ALLWORX PHONE DEFINITIONS ....................................................................................................................... 10 ALLWORX 9112 PHONE CONFIGURATION ........................................................................................................ 12 ALLWORX 9102 PHONE CONFIGURATION ........................................................................................................ 13 PART 3 IT ENVIRONMENT .......................................................................................................................... 14

    PART 4 ALLWORX CLIENT APPLICATION ................................................................................................. 16

    USER WORKSTATIONS/OS/APPS .................................................................................................................... 16 PART 5 PHYSICAL INFRASTRUCTURE ..................................................................................................... 17

    PART 6 DOCUMENTATION ......................................................................................................................... 18

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page i

     Installation Planning Guide

    CUSTOMER SITE SURVEY

    Customer Information Note: Affix Contact’s business card here, if available:

Company Name:

    Primary Contact/Title:

Address:

Phone/Fax Number:

E-mail Address:

Company Website URL:

Business Type:

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 1

     Installation Planning Guide

    PART 1 EMPLOYEE AND LOCATION INFORMATION

    1. Number of locations:

2. Address of locations:

3. Number of Employees:

    4. Client Information: Please list Employee Information, including name and title, contact information, and

    e-mail address:

5. Are there multiple offices - Will you be interconnecting locations using our site-to-site feature (requires multiple Allworx Servers and a VoIP key)?

    6. Are you going to have remote users or satellite offices (Requires multiple Allworx Servers and a VoIP

    key)?

    7. What is your current site-to-site connection method (for example, VPN)?

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 2

     Installation Planning Guide

    PART 2 PHONE SYSTEM

    Voice Service Delivery

    1. Who currently is your supplier for Voice Service?

2. How is the current voice service delivered from your provider (for 24x T1 service, list the type of T1

    connection: PRI, CASS, Fractional)?

    3. Do you currently send your voice over the Internet (VoIP, i.e., Vonage, CallVantage)?

4. If so, who is your Internet Telephony Service Provider (ITSP)?

    5. How many outside lines (also known as Central Office Lines) do you currently have?

6. How are the lines provisioned (DID, Inbound vs. Outbound)

7. What features do you get from your telephone service provider?

8. How many Fax Lines do you currently have?

9. How many Alarm Lines do you currently have?

    10. Will the Fax or alarm lines be connected through the Allworx server?

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 3

     Installation Planning Guide

     Current Phone System

    1. What is the manufacturer and model number of your current phone system (for example, Toshiba,

    Nortel, etc.)?

2. When did you purchase your existing system?

3. What do you like about your current system?

4. What do you dislike about your current system?

    5. Who is the manufacturer and what is the model number of your phones (handsets)?

    Note: Proprietary handsets are not reusable in the Allworx system.

6. How many phones do you currently have?

    7. What is the manufacturer and model number of your Wireless and Cellular phone?

8. How many Wireless/Cellular phones do you currently have?

    9. How do you currently answer incoming calls (for example, Live Answer, Auto Attendant, etc)?

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 4

     Installation Planning Guide

    Allworx System Configuration

    1. Describe how incomings calls will be handled during business and after hours. (Use diagram on

    following page).

2. How many users/extensions will be required?

    3. How many system extensions such as Conference rooms, Lobby phones, etc. will be required?

4. What is the total number of phones required?

    5. Are there special handset restrictions required (private lines or separate businesses)?

6. Do you need to control the order/sequence outside lines are used?

    7. Are there any Local Area Code dialing requirements (7, 10, or 11 digits)? If so, please specify:

    8. Do you have a door relay (Allworx 6X and 24x only)? Do you have an outside door phone; does it

    require a trunk or station port on the PBX?

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 5

     Installation Planning Guide

     Incoming call from any outside line

    Live Answer Allworx 9112 Yes Do you have an Live answering or Same for Business Allworx 9112 Auto Attendant? vs. Non-Business Phone? Hours No Auto Analog or Attendent other SIP phones Yes, answered via line appearance Do outside lines appear on phones? After hours/Holiday Open or closed?

    No, call appearances only Open Hours Non-Business greeting Hours greeting

    Custom Message/ Single digit dials

    Extension 20x Caller dials branch Call Complete or route may go to digit or extension held on line Auto Attendantnumber to reach appearance destination route

    Call ends at User or VM

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 6

     Installation Planning Guide

    Phone System Features

    Feature Current System Desired

    Yes/No Yes/No

     Auto Attendant

     Call detail records

     Call Park/Retrieve

     Call Transfer (Blind/Attended)

     Call Waiting

     Caller ID

     Conference Calling

     Group Extensions/mailboxes. such as sales, service, etc.

     Handset-Handset(s) paging

     Multiple Auto Attendants

     Music On-Hold/Custom On-Hold messages

     Overhead Paging

     Restricted outbound calling

     Shortcuts from Auto Attendants single digit shortcuts such as

    sales, support, billing, etc.

     Voice Mail for users/# of ports

    300 Main Street • East Rochester, NY 14445 • Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.com ? 2006 InSciTek Microsystems, Inc. All rights reserved. Allworx is a registered trademark of InSciTek Microsystems. All other names may be trademarks or registered trademarks of their respective owners. Revised: March 29, 2007 Page 7

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