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CONTENTS
BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL
Chapter 1. Overview of Upgrading and Configuring Strata CS
Welcome to Strata CS...........................................................................1-2
Significant Strata CS features........................................................... 1-2
What’s New in Strata CS 4.0.................................................................1-3
Miscellaneous new features.............................................................. 1-6
What’s automatically upgraded......................................................... 1-6
Before you begin...................................................................................1-7
Changes in Strata CS from version 2.1 to 3.0 or later ..........................1-7
Changes in Strata CS 3.0 or later .........................................................1-8
Configuring Strata CS for the first time .................................................1-9
Where to get help................................................................................1-10
Strata CS documentation................................................................ 1-10
Your Strata CS provider .................................................................. 1-11
Chapter 2. The Strata CS Administrator
About the Strata CS Administrator........................................................2-2
Linking computers and phones......................................................... 2-2
Logging on to the Administrator........................................................ 2-3
The Administrator interface...................................................................2-3
Working in views ............................................................................... 2-5
Performing basic actions in the Administrator.......................................2-8
Creating items ................................................................................... 2-8
Deleting items.................................................................................... 2-9
Renaming items ................................................................................ 2-9
Copying and pasting items................................................................ 2-9
Customizing columns........................................................................ 2-9
Working with voice files................................................................... 2-10
Chapter 3. Strata CS Licenses
About Strata CS licenses......................................................................3-2
Entering licenses...................................................................................3-2
Removing licenses................................................................................3-4
Chapter 4. Defining System Settings
About system settings...........................................................................4-2
Customizable settings....................................................................... 4-2
The General tab ....................................................................................4-3
Defining business hours and holidays .............................................. 4-5
The Call Log tab....................................................................................4-8
CONTENTS