AT&T MERLIN 3070 Administration Manual
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AT&T MERLIN 3070 Administration Manual

AT&T MERLIN 3070 Administration Manual

With feature module 3
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AT&T
MERLIN
Communications System
Administration Manual:
Models 1030 and 3070
With Feature Module 3
®

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Summary of Contents for AT&T MERLIN 3070

  • Page 1 AT&T ® MERLIN Communications System Administration Manual: Models 1030 and 3070 With Feature Module 3...

  • Page 2: Table Of Contents

    Table of Contents Page How to Use This Manual Administration Overview MERLIN System Components The Model 1030 Control Unit and Expansion Unit Model 1030 Control Unit Model 3070 Control Unit The Administrator/Attendant Console Using the Console Optional Equipment Preparing to Administer Your System The Forms and You Need Labels...

  • Page 3: How To Use This Manual

    How to Use This Manual The advanced technology of the MERLIN communications system offers a flex- ibility that allows you to customize the system to your business communication needs. As system administrator, you maybe responsible for customizing your MERLIN system immediately after installation, and you will undoubtedly be the person to make any necessary changes as your business needs change.

  • Page 4: Administration Overview

    ADMINISTRATION OVERVIEW Because the effects of system administration are wide-ranging, only you or someone you delegate should perform administration procedures. The term administer used in this manual refers to the act of establishing certain options and features that have systemwide impact, such as assigning the lines that each voice terminal can access or determining who can cover calls for whom.
  • Page 5 There are some features that you may want to assign to certain voice terminals yourself because they influence call-handling efficiency throughout your entire business; these are described in “Programming Voice Terminals for Office Priorities," page 28. They do not involve administration procedures, but rather, simple program- ming at individual voice terminals.
  • Page 6 Prepare for System Administration These procedures help you get ready to administer your system. Fill out System Configuration Forms. Select a time to administer your system. Review how to enter and leave administration mode. Perform Basic Administration These procedures may be required just after the system is installed. Perform them at the control unit and the administrator/attendant console.

  • Page 7: Merlin System Components

    MERLIN System Components When performing your administrative tasks, you work with three components of the MERLIN system: the control unit, the administrator/attendant console, and individual voice terminals. The following descriptions provide information that helps you to become familiar with the equipment you use to administer your system. To make sure your equipment is properly installed, refer to the Installation Guide: Mode/s 1030 and 3070.

  • Page 8: Model 1030 Control Unit

    Model 1030 Control Unit Power Module (slot 1): Reduces ac power to a can have up to two Voice Terminal Modules in the Model 1030 control unit. You can have three ad- level the system can handle. ditional modules in the Expansion Unit (Model Circuit Breakers.

  • Page 9: Model 3070 Control Unit

    Model 3070 Control Unit Addition of the Expansion Unit transforms the Model 1030 control unit into a Model 3070 control unit. The Expansion Unit increases overall system capacityfrom 20 lines and 20 voice terminals to 50 lines and 50 voice terminals. It can accommodate: Up to two Power Modules (slots 16 and 27).
  • Page 10 Services Module (optional): Connects optional equipment. The optional Services Module must occupy slot 6. The Voice Terminal Module for intercom numbers 10 through 19, which usually occupies slot 6, then moves to slot 26. The Services Module provides connections for music, paging, and power failure equipment as follows: PFTT (Power Failure Transfer Telephone) jack.

  • Page 11: The Administrator/Attendant Console

    THE ADMINISTRATOR/ATTENDANT CONSOLE The administrator/attendant console is the voice terminal connected to the intercom 10 Voice Terminal Module jack in the control unit. The console operates in either of two ways: It functions as your primary attendant console under ordinary day-to-day conditions.

  • Page 12: Optional Equipment

    OPTIONAL EQUIPMENT Although you need only the control unit and the administrator/attendant console to administer your system, you may also have optional equipment that adds features and capabilities to your system. Attendant Intercom Selector. Provides an attendant with 30 additional buttons. Manual and Automatic Multipurpose Adapters.
  • Page 13 Small Administrator/Attendant Console in Administration Mode 1. Conference, Drop, and Transfer are preprogrammed 5. Line or Auto Intercom buttons. to act like a switchhook flash unless you program dial- 6. Touch Copy to give a voice terminal the same line ing sequences on these buttons that access the assignments and call restrictions as one that has PBX/Centrex features.
  • Page 14 Large Administrator/Attendant Console in Administration Mode The large console provides the same features as the small console, but it has more line and Auto Intercom buttons. You need a large console if your system has more than 30 lines or 30 voice terminals. Buttons in this column represent intercom numbers Line buttons.

  • Page 15: Preparing To Administer Your System

    Preparing to Administer Your System Before you start to administer your system, review this section to make sure you have the information and completed forms that you need. Prepare for System Administration These procedures help you get ready to administer your system. Fill out System Configuration Forms.

  • Page 16: The Forms And Labels You Need

    THE FORMS AND LABELS YOU NEED Before you begin performing administration procedures, be sure to complete all the necessary forms: A System Configuration Form to keep a record of how the lines in your system are arranged. Voice Terminal Configuration Forms to record the lines and features assigned to all voice terminals.

  • Page 17: Administration Mode

    ADMINISTRATION MODE Administration mode is an operating state of your control unit and of your ad- ministrator/attendant console that is very different from their everyday state of opera- tion. With the system in administration mode, you are able to set up or change system- wide options or features.

  • Page 18: Basic Administration

    Basic Administration Once your system planning arid paperwork are complete, you can perform basic ad- ministration procedures. The chart below summarizes the procedures described in this section. Remember that if you are administering a new system that has just been installed, some of these basic produce may be required to set the proper operating conditions for your particular environment, and you must perform them first before you go on to do any other system administration.

  • Page 19: Setting Your Control Unit

    SETTING YOUR CONTROL UNIT The first step in administering your MERLIN system is to set the control unit to con- form to certain operating conditions of your system. Follow these steps to set your control unit: 1. Turn off the control unit by setting the On/Off switch on the Power Module to Off 2.

  • Page 20: Specifyng Touch-Tone Or Rotary Dialing

    SPECIFYING TOUCH-TONE OR ROTARY DIALING When your system is first installed, it is set for Touch-Tone dialing; so if some of your lines are rotary you need to reset the system for rotary dialing. To determine if your lines are Touch-Tone or rotary, go to the administrator/attendant console and make sure the T/P switch is in the center position.

  • Page 21: Assigning Lines And Call Restrictions To Voiceterminals

    ASSIGNING LINES AND CALL RESTRICTIONS TO VOICE TERMINALS Each voice terminal in the MERLIN system has it's own outside line for receiving incoming calls. This line is the voice terminal’s primary line, although the voice ter- minal may also have access to additional lines. The system automatically assigns a voice terminal’s primary line to the button above Intercom-Voice, and this is the line that the system selects when you lift your handset to place a call.
  • Page 22 Now, follow the procedure below. If you have not already done so, enter administration mode by following the boxed instructions on page 16. Touch Adm Tel. The green light beside Adm Opt goes out and the green light beside Adm Tel stops flashing and remains on.

  • Page 23: Assigning Pbx/Centrex Extensions To Line Buttons

    ASSIGNING PBX/CENTREX EXTENSIONS TO LINE BUTTONS (Attendant consoles only) Line buttons on attendant consoles do double duty. They can be used for placing or receiving calls, and they can be used like Auto Intercom buttons for quick dialing of and one-touch transfer to extensions. Before an attendant can use the line but- tons for quick dialing and transferring you must assign PBX/Centrex extensions to the line buttons on the console.

  • Page 24: Administering Fixed Feature Buttons

    ADMINISTERING FIXED FEATURE BUTTONS When your system is first installed, the buttons labeled Transfer, Drop, and Conference on all voice terminals are automatically programmed to act like a switch- hook flash (a brief press of the switchhook). Most PBX/Centrex systems use a switch- hook flash to access these features;...

  • Page 25: Customizing With Additional System Options

    Customizing with Additional System Options Once basic administration is complete, you may perform other optional administra- tion procedures anytime you want to add system wide features. The chart below sum- arizes the procedures described in this section. Customize with Additional System Options Assign Call Coverage permissions.

  • Page 26: Assigning Call Coverage Permission

    ASSIGNING CALL COVERAGE PERMISSIONS Using the Call Coverage feature a person can program his or her voice terminal to receive calls directed to another voice terminal and thus cover a co-worker’s calls. However, you must first assign Call Coverage permission to the voice terminal be- ing covered.

  • Page 27: Assigning Call Pickup Permissions

    ASSIGNING CALL PICKUP PERMISSIONS The Call Pickup feature allows people to answer calls ringing at other voice terminals. It is especially useful for voice terminals that do not require the full coverage provid- ed by the Call Coverage feature. For example, John hears Patricia’s phone ringing in her office next door.

  • Page 28: Blocking The System From Incoming Calls

    BLOCKING THE SYSTEM FROM INCOMING CALLS Before you can make certain hardware changes at the control unit, such as adding or replacing a Line or Voice Terminal Module, you must first turn off the system. If you do this while people are making calls, their calls are dropped. So, before mak- ing these changes at the control unit, you must first be sure no one is using a voice terminal, and then block ail incoming calls to the system by following the procedure below.

  • Page 29: Programming Voice Terminals For Office Priorities

    Programming Voice Terminals Office Priorities The people in your business can customize their voice terminals by changing initial custom feature assignments to suit their needs. Most of the features are designed primarily for the convenience of the person using them, but some have a broader application because they affect the calling patterns of your business.
  • Page 30 Initial Feature Assignments for All Non-attendant Voice Terminals...

  • Page 31: Assigning An Automatic Line Selection Sequence

    ASSIGNING AN AUTOMATIC LINE SELECTION SEQUENCE Automatic Line Selecion is a MERLIN system feature that gives you a free line whenever you lift the handset. When your system is first installed, it is set to select your primary line first. If you always use your primary line to make calls, there is no need to reprogram the Automatic Line Selection sequence.

  • Page 32: Assigning Programmable Line Ringing For Incoming Calls

    ASSIGNING PROGRAMMABLE LINE RINGING FOR INCOMING CALLS You can program the Iine and Cover buttons on voice terminals to ring in one of three different ways for incoming calls: immediate ring, delayed ring, and no ring. When your system is first installed, alll primary lines automatically ring immediately and all secondary lines ring after a delay.

  • Page 33: Assigning Cover Buttons

    ASSIGNING COVER BUTTONS When you assign a Cover button to a voice terminal, all calls for the covered voice terminal come in at the covering voice terminal. A Cover button is initially programmed not to ring; however you can program the line for immediate ring or delayed ring. The lights next to a Cover button work like the lights next to any line button, so you can tell when a call is coming in.
  • Page 34 Assign secondary coverage to anyone who is a backup for the covering voice terminal, such as a clerk who covers calls for a group secretary. A voice terminal programmed with a secondary Cover button does not ring until a call rings twice at a voice terminal assigned primary coverage.

  • Page 35: Programming Voice Terminals For Personal Priorities

    Programming Voice Terminals for Personal Priorities By programming their own voice terminals, people can change the features on all but the fixed feature buttons and the line and Intercom buttons. This allows almost everyone to have features that provide personal convenience, such as an Outside Auto Dial button for calling home.

  • Page 36: Assigning Features To Programmable Buttons

    ASSIGNING FEATURES TO PROGRAMMABLE BUTTONS As system administrator you may have to decide which custom features certain voice terminals should have, taking into consideration the individual’s needs and the capabilities of the voice terminal. The Feature Programming Chart, pages 36 and 37, lists the programming codes you use to assign the features, and the initial feature assignments diagrams, pages 29, 44, and 45, show what features are automatically assigned to the voice terminals.

  • Page 37: Feature Programming Chart

    Feature Programming Chart Feature Name Description Programming Code Notes (Suggested Button Label) Dial outside telephone Dial *90. Outside Auto Dial numbers, PBX/Centrex ex- Dial an outside access tensions, PBX/Centre code and pause, feature codes with one followed by an outside touch.
  • Page 38 Feature Programming Chart [continued) Feature Name Programming Code (Suggested Button Label) Description Notes Dial *6. Manual Signaling Generate a beep at Use Manual Signaling to contact another person’s voice Dial the intercom someone with a prearranged number for the person terminal.

  • Page 39: Assigning Personal Speed Dial Codes To 5-And 10-Button Voice Terminals

    ASSIGNING PERSONAL SPEED DIAL CODES TO 5-AND 10-BUTTON VOICE TERMINALS On 5- and 10-button voice terminals, you can program up to 22 Personal Speed Dial codes instead of Outside Auto Dial buttons for frequently used numbers. Before you can program Personal Speed Dial codes, however, you must program a Speed Dial Access button.

  • Page 40: Using Special Characters In Programmed Dialing Sequences

    USING SPECIAL CHARACTERS IN PROGRAMMED DIALING SEQUENCES Special characters (pause, stop, and switchhook flash) are useful in programming PBX/Centrex features onto programmable feature buttons, or in programming special telephone numbers onto Outside Auto Dial buttons. These characters are counted as part of the 16-digit maximum you can store on Outside Auto Dial buttons and Per- sonal Speed Dial codes.
  • Page 41 Now, use the sample procedures below as guidelines to program special characters into a dialing sequence. Go to the voice terminal you want to program. Label the button with the special service names or outside location names and numbers. Slide the T/P switch on the left side of the voice terminal to P. The voice terminal rings every 5 seconds to remind you it is in program mode.

  • Page 42: Selecting A Personalized Ring

    SELECTING A PERSONALIZED RING The MERLIN system offers a choice of eight different ringing sounds for any voice terminal. This enables people who sit in the same room to distinguish the ringing of their voice terminals from that of others. The personalized part of the ring occurs at the end of the ringing pattern, so it does not interfere with the distinctive ringing patterns that signal whether a call is PBX/Centrex, intercom, or from the outside.

  • Page 43: Programming Voice Announcement Disable

    PROGRAMMING VOICE ANNOUNCEMENT DISABLE When your system is installed, all voice terminals can receive both announced and ringing intercom calls. For some voice terminals, such as those in public locations, announcements are impractical. The Voice Announcement Disable feature sup- presses voice announcements for intercom calls. Announced intercom calls to voice terminals programmed with this feature become ringing intercom calls.

  • Page 44: Special Information About Attendant Consoles

    Special Information about Attendant Consoles All attendant consoles can support up to 30 lines, no matter what size system you have. If your system has more than 30 lines, only the first 30 lines are automatically assigned to all attendant consoles (see the initial feature assignment diagrams pages 44 and 45), and you can readminister any attendant console with the additional lines.
  • Page 45 Initial Feature Assignments for Attendant Consoles 34-Button Deluxe Voice Terminal...

  • Page 47: Special Information About 34-Button Voice Terminals

    Special Information about 34-Button Voice Terminals There is only one difference between a standard 34-button voice terminal and a 34-button deluxe voice terminal. On the 34-button deluxe voice terminal, the 24 pro- grammable buttons on the right have lights next to them; on the regular 34-button voice terminal, they do not.

  • Page 48: Special Information About 10-Button Voice Terminals

    Special Information about 10-Button Voice Terminals People with 10-button voice terminals have ten buttons above the dial pad for both lines and features. Depending on how many lines you have in your system, and how you have administered them to a particular 10-button voice terminal, you have up to seven available programmable buttons.

  • Page 49: Special Information About 5-Button Voice Terminals

    Special Information about 5-Button Voice Terminals If some people in your office have 5-button voice terminals, you may need to answer some questions for them or give them some special help. 5-BUTTON VOICE TERMINAL PROGRAMMING TIPS Buttons not assigned to intercom or outside lines are programmable. For frequently used telephone numbers, people using 5-button voice terminals can program up to 22 Personal Speed Dial codes and a Speed Dial Access but- ton.

  • Page 50: Merlin System Features

    MERLIN System Features The charts on the next few pages describe all the features of your system. The features are grouped alphabetically within three categories: Fixed Features are features that require no programming. Some fixed features are associated with factory-labeled buttons on your voice terminal. These but- ton labels appear in bold type in the chart.

  • Page 51: Fixed Features

    Fixed Features Description Feature Allows a call coming in on one voice terminal to be answered from another voice terminal. Call Pickup This features allows someone’s calls to be answered at a voice terminal in another office. Signals you through your PBX/Centrex system if another call comes in on a PBX/Centrex Call Waiting line you are using.
  • Page 52 Fixed Features (continued] Description Feature Enables you to dial outside or intercom calls without lifting the handset. On-HookDialing Speaker (See also Hands-Free Unit.) Provides a switchhook flash (brief press of the switchhook) to access PBX/Centrex features. Recall In the MERLIN system, briefly depressing the switchhook only disconnects calls — it does not provide access to features.

  • Page 53: Custom Features

    Custom Features Description Feature* Program buttons on voice terminals for one-touch dialing of frequently called intercom Auto Intercom numbers. Automatic Line Selection Automatically selects a free line when you lift the handset to make a call. Anyone can pro- (See page 30.) gram a voice terminal to select lines in a specific order.
  • Page 54 Custom Features (continued] Feature* Description Outside Auto Dial Provides one-touch dialing of an outside number or PBX/Centrex extension. Personalized Ring Makes it possible to select one of eight ringing sounds for an individual voice terminal. (See page 41.) With this feature, people who work close to one another can distinguish the ringing of their own voice terminals from that of others.
  • Page 55 Custom Features (continued) Feature* Description Touch-Tone/RotaryOption Makes it possible for the MERLIN system to work with either Touch-Tone or rotary lines, or both. (See page 19.) Provides system flexibility — some voice terminals can be connected to Touch-Tone lines, others to rotary lines. Voice Announcement Blocks intercom voice announcements and makes voice terminals ring automatically on in- Disable...

  • Page 56: Optional Features

    Optional Features Description Feature Makes it possible to page others on a loudspeaker system with up to three zones that can Loudspeaker Page be paged individually or together. Your business must provide the loudspeaker paging Required equipment: system. If your PBX/Centrex system already has a Ioudspeaker system, you access it using the procedures found in your PBX/Centrex user’s guide.

  • Page 57: Appendix: System And Voice Terminal Configuration Forms

    Appendix: System and Voice Terminal Configuration Forms This Appendix contains the forms that you need to administer your system. The System and Voice Terminal Configuration Forms make it possible for you to keep a record of your system and voice terminal configurations. This brief guide will help you decide how to setup your MERLIN communications system (Models 1030 and 3070 with Feature Module 3) to satisfy the needs of your business.
  • Page 58 SYSTEM OPTIONS The following questions help you fill out the System Configuration Form on pages 61 and 62. Complete this form before filling out any Voice Terminal Configuration Forms. How many attendant consoles did you order (to be heavily used for answering and transferring calls coming into your business, or for monitoring call traffic)? Attendant Configuration...
  • Page 59 VOICE TERMINAL OPTIONS Now that you have completed the System Configuration Form, you can fill out Voice Terminal Configuration Forms for each voice terminal in your system. You may wish to begin by creating a system directory and planning out which intercom number and which type of voice terminal each person will use.
  • Page 60 Covering Calls for Others If the person using this voice terminal needs to cover inside calls or to cover outside calls coming in on a line that doesn’t appear on the voice terminal, he or she needs a Cover button. On the Voice Terminal Con- figuration Form, find a button that is not already a line or intercom but- ton.
  • Page 61 Calling Restrictions If you plan to restrict this voice terminal from making toll (long distance) calls, check “Toll Restriction” on the Voice Terminal Configuration Form. If you plan to restrict the voice terminal from making calls outside the MERLIN system, check “Outside MERLIN System Call Restriction” on the form.

  • Page 62: System Configuration Form

    System Configuration Form Model 1030 and 3070 with Feature Module 3 AttendantConfiguration: PBX/Centrex Dial Codes for Fixed Features: Transfer Conference Drop Primary Name of Person Intercom Control Unit PBX/Centrex Circle if Number Line Number Rotary Using Telephone Jack Number...
  • Page 63 System Configuration Form (continued) Primary Intercom Name of Person Control Unit PBX/Centrex Circle if Number Using Telephone Jack Number Line Number Rotary...

  • Page 64: Attendant Consoles

    Voice Terminal Configuration Form Models 1030 and 3070 with Feature Mode 3 Attendant Consoles Intercom # Identification Stand Type: Accessories: Wall Headset Acoustic Coupler Adapter Plastic HeadsetAdapter Hearing-Impaired Handset Fixed Hands-FreeUnit Push-to-Listen Handset Desk Manual Multipurpose Adapter Voice Terminal Power Supply Metal Automatic Multipurpose Adapter Attendant Intercom Selector...
  • Page 65 Voice Terminal Configuration Form Models 1030 and 3070 with Feature Module 3 Non-attendant Voice Terminals Identification Intercom # StandType Accessories: VoiceTerminalSize: Wall Headset Acoustic Coupler Adapter 5-Button Hearing-Impaired Handset Plastic Headset Adapter 10-Button Push-to-Listen Handset Fixed Hands-FreeUnit 34-Button Voice Terminal Power Supply 34-Button Deluxe Desk Manual Multipurpose Adapter...

  • Page 66: Index

    Index Initial Feature Assignments Administration Mode, 16 Attendant Consoles, 44 Button Labels, 10, 15 Attendant Consoles with Selector, 45 Entering,16 Non-attendant Voice Terminals, 29 Leaving,16 Intercom Buttons Administrator/Attendant Console, 3, 10 Intercom-Ring, 50 Attendant Consoles Intercom-Voice, 50 Special Information about, 43 Attendant Intercom Selector, 10, 11, 43 Auto Intercom Buttons, 10, 36, 43, 52 Labels...
  • Page 67 10-Button Voice Terminals, 20 Quick Reference Guide to Administration Special Information about, 47 Procedures, 67-68 34-Button VoiceTerminals, 10 Special Information about, 46 Recall, 4, 39, 51 Touch-Tone Dialing Ring Option Override, 31, 37, 53 Specifying, 19 Rotary Dialing Touch-Tone Enable, 37, 54 Specifying, 19 TouchTone/RotaryOption, 19, 54 T/P(Test/Program)Switch, 16, 51...

  • Page 68: Quick Reference Guide To Administration Procedures

    Quick Reference Guide to Administration Procedures This chart summarizes the administrative procedures described on pages 17 through 27. For more information about a procedure, refer to the page listed. Before you perform any of these procedures, enter administration mode by following the steps below. Set switch A on the Processor Module in the control unit to Administer (down), Insert the administration mode button labels (see the back of this manual) in the administrator/attendant console.
  • Page 69 Quick Reference Guide to Administration Procedures (continued) Then Procedure Touch CUSTOMIZE WITH ADDITIONAL SYSTEM OPTIONS Touch the Auto Intercom button of the unassigned voice Copy the same secondary Adm Tel line assignments and call terminal. Touch Copy. restrictions from one voice Touch the Auto Intercom button of the voice terminal whose terminal to another voice assignment you want to copy.
  • Page 72 999-506-138-IS...

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