Page 1 AT&T ® MERLIN Communications System Models 1030 and 3070 With Feature Module 4 Administration Manual...
Page 2: Table Of Contents
Table of Contents Page Page How to Use This Manual Assigning Voice Terminals to Groups for Group Page Administration Overview Establishing Night Service Administering Your System for the First Time Activating Night Service Making Changes to Your System Later Programming System Speed Dial Codes MERLIN System Components Administering SMDR (Station Message Detail The Model 1030 Control Unit and Expansion...
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 may be 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 administrator as used in this manual refers to the act of establishing certain options and features that have systemwide impact, such as assigning the outside lines that each voice terminal can access or defining System Speed Dial codes for everyone in the system to use.
Page 5: Making Changes To Your System Later
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. Assigning these features does not involve administrative procedures, but rather, simple programming procedures at individual voice terminals. These pro- cedures are described in “Programming Voice Terminals for Office Priorities,”...
Page 6 Prepare for System Administration These procedures help you get ready to administer your system. Decide how people will access outside lines. Complete and keep handy your System and Voice Terminal Configuration Forms. Schedule a time to perform administration procedures. Perform Basic Administration Depending on your system requirements, some of these procedures maybe necessary immediately after your system is installed;...
Page 7: Merlin System Components
MERLIN System Components When performing your administration tasks, you work with three components of the MERLIN system: the control unit, the administrator/attendant console, and individual voice terminals. You may also have some optional equipment that adds features and capabilities to your system but does not affect system administration. The following descriptions will help you become familiar with the components that make up your system.
Page 8 Processor Module: Works in conjunction with Page jack. Connects a loudspeaker paging Feature Module 4 to control system operating system. With an adapter, you can have up to conditions. three paging zones. Switches A, B, C, D, E, F, G, and H. Selects Music-In jack.
Page 9 Addition of the Expansion Unit changes the Model 1030 control unit to a Model 3070 control unit and increases overall system capacity to 30 lines and 70 voice terminals. The unit can accommodate: Up to two Power Modules Up to four Line Modules Up to four Voice Terminal Modules The second Power Module is required for systems with more than 20 lines or more than 60 voice terminals.
Page 10: 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 11 Small Administrator/Attendant Console* in Administration Mode You set the T/P switch to P to perform system rotary dialing, assigning allowed-list call restrictions, administration. and administering other system options. You use Adm Tel when assigning lines to voice ter- You use Night Service when assigning lines to ac- minals and assigning voice terminals Dial Access to tivate extra-alerting devices when the attendant is off Line Pools.
Page 12 Large Administrator/Attendant Console* in Administration Mode The large console provides the same features as the small console, but has more line and Auto Intercom buttons. You use this Shift button to use Auto Intercom but- tons for intercom numbers 10-39. You set the T/P switch to P to perform system You use this Shift button to use Auto Intercom but- administration.
Page 13: Using The Console
Using the Console When you administer your system, you frequently use the Auto Intercom buttons and Shift buttons (large systems only) on the administrator/attendant console. The paragraphs below describe how to use these buttons. Auto Intercom Buttons Each person’s voice terminal has a unique 2-digit intercom number similar to an ex- tension number.
Page 14: 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. Preparation Procedures Decide how people will access outside lines. Complete your System and Voice Terminal Configuration Forms. Schedule a time to perform administration procedures.
Page 15: The Square Vs. Pooled Decision
THE SQUARE VS. POOLED DECISION For systems that have just been installed, you have to make a decision about a basic system characteristic-how people access outside lines with their voice terminals. You have the option of setting your system to be either square or pooled. In a square system, each outside line can appear on a separate button at each voice terminal.
Page 16 Lines A, B, G D, E, F Lines are assigned to the same buttons at each voice terminal. EXAMPLE OF STANDARD SQUARE CONFIGURATION Pages 27 through 30 explain how to assign lines to buttons on voice terminals in a standard square configuration. Customized Square Configurations In a customized square configuration, you assign individual lines or groups of lines to selected voice terminals with similar requirements for placing and receiving calls.
Page 17 A customized square configuration is the most appropriate system arrangement for Ultimate Motors’ varied communication requirements. The administrator assigns the three WATS lines and three of the eight local lines to the sales and clerical staff. The service department voice terminals get three different local lines and the Foreign Exchange line.
Page 18: About Pooled Systems
About Pooled Systems In a pooled configuration, you group several outside lines together into a pool that people can access with a single button on their voice terminals. When they place a call, they either touch the button assigned to a particular line pool (Button Access to Line Pools) or touch a Pool Access button and dial the code of the pool best suited for this type of call (Dial Access to Line Pools).
Page 19 Line C Line H Line B Line G Line A Line F Intercom Line E Voice Attendant console Intercom Line D Ring Main pool Lines A, B, C Line pool 2 = Lines E, F Line pool 3 = Lines G, H Line not assigned to pool = Line D Line pool 3 Line D...
Page 20 Button Access vs. Dial Access to Line Pools You can choose one of two access options for line pools: Button Access to Line Pools or Dial Access to Line Pools. Because you set a switch for this option on your control unit, the method you select will be used at all the voice terminals in your system.
Page 21: 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: 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 22: Basic Administration
Basic Administration Once your system planning and paperwork are complete, you can perform basic ad- ministration procedures. The chart below lists the procedures described in this sec- tion. Remember that if you are administering a new system that has just been in- stalled, some of these basic procedures maybe required to set the proper operating conditions for your particular environment, and you must perform them first before you goon to do any other system administration.
Page 23: Setting Your Control Unit
SETTING YOUR CONTROL UNIT The first step in customizing the MERLIN system is to set the control unit to the operating conditions you select. IMPORTANT If your control unit has been set previously and you just want to change the setting of a particular switch, be sure to read "Changing Your System Later,"...
Page 24 5. Set switch G. NOTE: The instructions that follow apply if switch F is set to Pooled. If switch F is set to Square, switch G may beset to either position without having any effect on the system. If you have decided to arrange your pooled system so that people can access line pools directly by simply touching the associated button on a voice terminal, set switch G to Button Access (down).
Page 25: Changing Your System Later
CHANGING YOUR SYSTEM LATER Basic changes to the way your system operates—that is, changes to the switch set- tings on the control unit—may erase important system administration that is now in place. To change switch settings, turn to "Setting Your Control Unit," page 22, and follow the instructions for the switch you want to reset.
Page 26: Entering And Leaving Administration Mode
ENTERING AND LEAVING ADMINISTRATION MODE Administration mode is an operating state of your control unit and of your administrator/attendant console that is very different from their everyday state of operation. With the system in administration mode, you are able to set up or change systemwide options or features.
Page 27: Specifying Touch-Tone Or Rotary Dialing
SPECIFYING TOUCH-TONE OR ROTARY DIALING When your system is installed, it is set to generate Touch-Tone signals. If some of your lines are rotary, you need to reset your system accordingly. If you have rotary lines or if you are not sure what type of lines you have, follow the procedure below. If all your lines are Touch-Tone, turn to the next page to continue administering your system.
Page 28: Setting Up Square Systems
SETTING UP SQUARE SYSTEMS In square systems, individual lines appear on separate buttons at voice terminals. want a standard square system, you will give all your voice terminals access to the same outside lines and assign the lines to the same buttons at every voice terminal.
Page 29 Order in Which the System Assigns Lines in a Square System...
Page 30: Assigning Lines To Buttons
If you are setting up a customized square system for the first time, you should begin by removing all existing lines from each voice terminal in your system. If the primary attendant needs to have access to all general-use lines, remove only those lines that you are reserving for personal use from the administrator/attendant console.
Page 31 6. Repeat steps 3 through 5 for each voice terminal to which you want to assign lines. NOTE: If you are setting up a customized square system, try to admin- ister groups of voice terminals that share the same line assignments at the same time.
Page 32: Setting Up Pooled Systems
SETTING UP POOLED SYSTEMS In pooled systems, you group similar types of outside lines into a pool that people can access with a single button on their voice terminals. For example, you might group five local lines into one pool, three in-state WATS lines into a second pool, and two cross-country WATS lines into a third pool.
Page 33: Assigning Lines To Line Pools
Assigning Lines to Line Pools Follow the procedure below to set up line pools. 1. If you have not already done so, enter administration mode by follow- ing the boxed instructions on page 25. 2. Touch Adm Pool. If your lines aren’t in use, the lights next to the administration mode but- tons stop flashing, the green light next to Adm Pool remains on, and the console gives a 2-beep signal for you to begin.
Page 34: Preparing To Assign Lines To Buttons And Set Up Access To Line Pools
Preparing to Assign Lines to Buttons and Set Up Access to Line Pools You can assign individual lines and line pools to particular buttons on voice terminals and remove them from buttons whenever necessary. You can also assign individual voice terminals Dial Access to selected line pools. Before you begin assigning lines and line pools to buttons on voice terminals or assigning voice terminals Dial Ac- cess to Line Pools, please read the following information.
Page 35 Order in Which the System Assigns Lines in a Pooled System...
Page 36 Note that none of the voice terminals in your system come with preprinted but- ton labels. Be sure to label the buttons with the correct numbers for the individual lines and line pools that you assign to the voice terminal. If you set switch G on your control unit for Button Access to Line Pools, the system automatically assigns Pool 9, the main pool, to the two buttons above lntercom- Voice on voice terminals.
Page 37: Assigning Individual Lines To Buttons
Assigning Individual Lines to Buttons To assign individual lines to buttons: 1. If you have not already done so, enter administration mode by following the boxed instructions on page 25. 2. Touch Adm Tel. The lights next to the adrninistration mode buttons stop flashing, and the green tight next to Adm Tel remains on.
Page 38: Assigning Line Pools To Buttons (Button Access To Line Pools)
Assigning Line Pools to Buttons (Button Access to Line Pools) If you have few line pools and do not use Automatic Route Selection, you will probably prefer to set your control unit and administer your voice terminals for Button Access to Line Pools.
Page 39: Assigning Dial Access To Line Pools
Assigning Dial Access to Line Pools If you have a pooled system and switch G on the control unit is set to Dial Access (up), you can assign individual voice terminals Dial Access to selected line pools. With this arrangement, a person can access any line pool by touching the Pool Access button and dialing the access code for the pool (9 for the main pool or 890 through 899 for additional pools).
Page 40 When your system is first set up, all your voice terminals have access to all the line pools in the system. Follow the procedure below to assign voice terminals Dial Access to particular line pools. 1. If you have not already done so, enter administration mode by follow- ing the boxed instructions on page 25.
Page 41: Customizing With Additional System Options
Customizing with Additional System Options Once basic administration is completed, you can assign additional options to your system. The chart below summarizes the procedures described in this section. You may not need to perform all of them to meet your immediate business needs. Read the-description of each procedure first to see if it applies to you.
Page 42 ASSIGNING CALL RESTRICTIONS TO VOICE TERMINALS When your system is first installed, all voice terminals can be used to place inter- com, local, and toll calls. If you want, you can restrict selected voice terminals to in- tercom or local calls only. If those restrictions are too extreme, you can setup allowed lists, which contain groups of numbers that can be dialed regardless of a voice ter- minal’s call restrictions.
Page 43: Assigning Outward And Toll Call Restrictions
Assigning Outward and Toll Call Restrictions You may or local calls only if, for want to restrict some voice terminals to intercom example, these employees do not need to make outside or long distance business calls. You probably also want to restrict any voice terminal located in a public area such as a lobby.
Page 44 7. Refer to the Voice Terminal Configuration Form for this user to see what restrictions you plan to assign to this voice terminal. Then touch Call Rstr until the green light beside it shows the code for the call restric- tions you want this voice terminal to have.
Page 45: Setting Up Allowed Lists
Setting Up Allowed Lists Call restriction by allowed lists adds a group of permitted numbers to the calling range of an outward- or toll-restricted voice terminal. Permitted numbers consist of an area code, an exchange code (the first three digits of a 7-digit telephone number), both codes, or an emergency number such as 911.
Page 46: Assigning Allowed-List Call Restrictions
Assigning Allowed-List Call Restrictions Once you have created an allowed list, you can assign it to any voice terminal. Follow the procedure below to assign allowed-list call restrictions. If you have not already done so, enter administration mode by follow- ing the boxed instructions on page 25.
Page 47: Administering Automatic Route Selection
ADMINISTERING AUTOMATIC ROUTE SELECTION (ARS) To setup Automatic Route Selection, you, the system administrator, must determine which of your line pools provide the lowest cost, most efficient dialing methods for particular types of calls. For example, you may have several WATS line pools that provide the most economical means of making calls to different areas of the coun- try You may also use an alternate long distance company, whose lines are accessi- ble through your main pool, for certain types of calls.
Page 48 You administer ARS by developing a group of ten tables like the sample table below. TABLE 1 AREA CODE/EXCHANGE 2 ) — 3 ) — 0) — 1) — 4) — 5) — 6) — 8) — 9) — 7 — POOL OTHER DIGITS 0 ) —...
Page 49 To get the maximum benefit from ARS, it is important to consider the calling patterns of people in your business and the relative costs of calls placed on different lines in your system. For example, Primo Foods is a northern New Jersey (area code 201) firm that distributes its specialty meat products in the United States and Canada.
Page 50 Tables 0 and 1 look like this: TABLE O AREA CODE/EXCHANGE POOL TABLE 1 AREA CODE/EXCHANGE POOL OTHER DIGITS Next, Frank sets up routing patterns for in-state calls (area codes 609 and 201). Since employees don’t dial 201 when calling within their own area code, separate tables are required for calls to these two area codes.
Page 51 Next, Frank considers how best to route calls to numbers in area code 201. Local lines are the least expensive method for making calls to the 20 exchanges in the im- mediate area, and all other calls should be made on the in-state WATS lines. Frank sets up Tables 3 and 4 to establish a routing method for calls to Prime’s local ex- changes.
Page 52 Next, Frank considers the areas outside the Northeastern. United States to which Primo employees make calls. The salespeople frequently tail the firm’s Canadian distributors. WHIZ is the only company-approved method for these calls. Frank lists the nine Canadian area codes that the salespeople call in the Area Code/Exchange section of Table 5.
Page 53: Administering Area Code/Exchange Sections Of Ars Tables
The routing patterns set up in Tables 0 through 5 and in the default tables meet all Prime’s current needs, so Frank leaves Tables 6 and 7 blank for now. Use the form for Automatic Route Selection tables provided in the Appendix to com- plete a similar set of ARS tables for your system.
Page 54: Administering Pool Number And Other Digits Sections Of Ars Tables
Administering Pool Number and Other Digits Sections of ARS Tables To administer the Pool Number and Other Digits sections of each table, follow the procedure below. Tables 0 through 9 contain specific pool numbers, plus any access numbers required for an alternate long distance company. Your system automatically places 9, the number for the main pool, in the Pool Number section of the Special Numbers Table.
Page 55: Activating And Deactivating Ads
Activating and Deactivating ARS To activate ARS, dial the 5-character code #3041. If you hear a beep, ARS cannot be activated. Go to the control unit and make sure that switch F is set to Pooled (up) and switch G is set to Dial Access (up), then try again. To deactivate ARS, dial the 5-character code #3040.
Page 56: Assigning Voice Terminals To Groups For Group Page
ASSIGNING VOICE TERMINALS TO GROUPS FOR GROUP PAGE It maybe convenient to page a particular group of employees such as department heads, committee members, or a project team without disturbing the entire staff. You can use the Group Page feature to page up to ten people through their voice terminal speakers.
Page 57: Establishing Night Service
ESTABLISHING NIGHT SERVICE If your system has extra-alerting devices such as bells or flashing lights, you can use them to provide Night Service for your business when the person who usually answers calls is not on duty. Three extra-alerting devices can be connected to the optional Services Module in the control unit to alert people to incoming calls.
Page 58: Programming System Speed Dial Codes
PROGRAMMING SYSTEM SPEED DIAL CODES You can assign System Speed Dial codes to selected telephone numbers and store them in your system so that people can reach the numbers by dialing the abbreviated codes. Before programming System Speed Dial codes, please read the following information and fill out the System Speed Dial Directory in the Appendix.
Page 59 9. If you have a printer connected to your system for SMDR, you can follow the procedure below to get a printout of your System Speed Dial code numbers. An example of a portion of this type of printout appears below. Touch Adm Misc.
Page 60: Administering Smdr (Station Message Detail Recording) Options
ADMINISTERING SMDR (STATION MESSAGE DETAIL RECORDING) OPTIONS Station Message Detail Recording (SMDR) enables your business to keep records of incoming and outgoing calls. To use this feature, you need an SMDR Module in the control unit and a 1200-baud printer with an RS-232-C interface connector. Before administering SMDR, please read the following information.
Page 61: Setting Your Printer To Scroll To The Top Of The Page
To get a printout of call records like the sample printout shown below, dial the 8-character code #390#900. The green light next to Adm Misc flashes. When the printout is completed, a beep sounds and the green light next to Adm Misc becomes steady Don’t go on to step 8 until you hear the beep, or you will get an in- complete printout.
Page 62: Setting The Return Interval For Transferred Calls
SETTING THE RETURN INTERVAL FOR TRANSFERRED CALLS When your system is installed, it is setup so that a call that is transferred from one voice terminal to another rings four times at the second voice terminal. Then, if nobody answers, the call continues to ring at this voice terminal and also begins to ring again at the voice terminal from which it was transferred.
Page 63: Programming Voice Terminals For Office Priorities
Programming Voice Terminals for Office Priorities Your system comes ready to use with certain custom features assigned to the voice terminals. The illustrations on pages 63 through 65 show these initial feature assignments for all voice terminals (except attendant consoles) in both square and pooled systems.
Page 64 Initial Feature Assignments for Non-attendant Voice Terminals with 1030 or 3070 Configuration in Standard Square Systems 34-Button 10-Button 5-Button The system automatically assigns your first eight lines to positions abo9ve the dial pad. If you have fewer than eight lines, the feature shown on the left of each of these buttons is assigned.
Page 65 Initial Feature Assignments for Non-attendant Voice Terminals with 1520 Configuration in Standard Square Systems 3 4 - B u t t o n 10-Button 5-Button Your system assigns your first eight lines automatically to positions above the dial pad. You must assign the remaining lines to the but- tons to the right of the dial pad.
Page 66 Initial Feature Assignments for Non-attendant Voice Terminals in Pooled Systems 34-Button 10-Button 5-Button When you assign lines or pools to a voice terminal, they appear on the but- tons in the order indicated by the numbers. These buttons may be used for Button †...
Page 67: Using Centralized Voice Terminal Programming
USING CENTRALIZED VOICE TERMINAL PROGRAMMING Using Centralized Voice Terminal Programming, you can assign features convenient- ly to all voice terminals from the administrator/attendant console. You can use Cen- tralized Voice Terminal Programming to assign any of the features described in this section of the manual to individual voice terminals throughout your system.
Page 68: Assigning An Automatic Line Selection Sequence
ASSIGNING AN AUTOMATIC LINE SELECTION SEQUENCE Automatic Line Selection is a MERLIN system feature that gives you a free line whenever you pick up the handset. When a voice terminal is first installed, it automatically selects lines in the order in which they appear on the voice terminal. However, you can rearrange the Automatic Line Selection sequence, if necessary.
Page 69: Assigning Programmable Line Ringing For Incoming Calls
ASSIGNING PROGRAMMABLE LINE RINGING FOR INCOMING CALLS You can customize the line buttons, pool buttons, and Cover buttons on your voice terminals so that calls coming in on those lines ring in one of three different ways: im- mediate ring, delayed ring, and no ring. All lines at attendant consoles are set to ring immediately.
Page 70: Assigning Cover Buttons
ASSIGNING COVER BUTTONS The Call Coverage feature is useful for people who cover calls for others with whom they do not share lines. A Cover button permits coverage of all lines on a voice ter- minal regardless of whether the covering voice terminal shares lines with the covered voice terminal.
Page 71 Use Centralized Voice Terminal Programming or follow the procedure below. Go to the voice terminal you want to program. Label the Cover button with the name of the person whose calls will be covered (for example, “Cover Susan”). 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 72: Assigning Line Pickup Buttons
ASSIGNING LINE PICKUP BUTTONS The Line Pickup feature allows a person to pickup a ringing, parked, or held call specific line at any voice terminal. This feature is especially convenient with parked or held calls. The attendant or another voice terminal user simply announces the call by intercom or by page, specifying the line number to be picked up.
Page 73: 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, pool, and intercom buttons. This allows almost everyone to have features that provide personal convenience, such as an Out- side Auto Dial button for calling home.
Page 74: 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 on pages 74 through 76 lists the programming codes needed to assign the features, and the in- itial feature assignments diagrams, pages 63 through 65, show what features are automatically assigned to the voice terminals.
Page 75: Feature Programming Chart
Feature Programming Chart Use the chart below as a quick reference when you want to program features onto your voice terminal. Feature Name [Suggested Button Label) Description Programming Code Notes QUICK DIALING FEATURES Outside Auto Dial Dial outside telephone Dial *90. numbers or PBX/Centrex Dial an outside number, feature codes with one...
Page 76 Feature Programming Chart (continued) Feature Name (Suggested Button Label) Description Programming Code Notes PAGING FEATURES Dial * 91. Loudspeaker Page Use your business’ loud- Used only with loudspeaker Dial 80 for all zones speaker paging system to paging equipment make announcements to zone 1 Ldsp.
Page 77 Feature Programming Chart (continued) Feature Name Progmmming Code (Suggested Button Label) Description Notes OTHER FEATURES Prevent people from join- Privacy Dial * 72. Needed only if you share lines ing your calls. with other people. Requires a button with lights. Privacy Do Not Disturb Temporarily prevent calls...
Page 78: Assigning Personal Speed Dial Codes To 5- And 10-Button Voice Terminals And Basic Telephones
ASSIGNING PERSONAL SPEED DIAL CODES TO 5- AND 10-BUTTON VOICE TERMINALS AND BASIC TELEPHONES On 5- and 10-button voice terminals, you can program Personal Speed Dial codes instead of Outside Auto Dial buttons for frequently used numbers. You can also give basic telephones this capability, but only if you use Centralized Voice Terminal Pro- Voice Terminal Programming or follow the procedure gramming.
Page 79: Using Special Characters In Programmed Dialing Sequences
USING SPECIAL CHARACTERS IN PROGRAMMED DIALING SEQUENCES An Outside Auto Dial or Personal Speed Dial code can store up to 16 digits, including special characters. You use special characters when you need to program an automatic pause, stop, or switchhook flash (which means briefly depressing the switchhook) with the number.
Page 80 Now, use the sample procedures below as guidelines to program special characters into a dialing sequence. 1. Go to the voice terminal you want to program. 2. Label the button with the person’s or service’s name. 3. 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 81: Selecting A Personalized Ring
SELECTING A PERSONALIZED RING The MERLIN system offers a choice of eight different ringing patterns for any voice terminal. This feature is particularly useful in offices where many people sit in the same room, because it enables people to distinguish the ringing of their voice ter- minals from the ringing of others.
Page 82: Programming Voice Announcement Disable
PROGRAMMING VOICE ANNOUNCEMENT DISABLE When your system is installed, all voice terminals can receive either announced or ringing intercom calls. However, some people may not want their intercom calls signaled by a voice announcement- For some voice terminals, such as those in public locations, voice announcements may be impractical.
Page 83: Programming Simultaneous Voice And Data Calls
PROGRAMMING SIMULTANEOUS VOICE AND DATA CALLS When a voice terminal in your system is connected to Purpose Adapter a General and a can link the computer terminal to a local remote host com- modem, it user’s puter. With the Simultaneous Voice and Data Call feature, the user can place or receive calls on his or her voice terminal without interrupting the exchange of data between the computer terminal and the host computer.
Page 84: Special Information About Attendant Consoles
Special Information about Attendant Consoles When the MERLIN system is installed, your attendant consoles come with features that are convenient for most businesses (see initial feature assignments for small and large attendant consoles, pages 85 and 86). The Attendant’s Guide: Models 1030 and 3070 with Feature Module 4 describes all the attendant console features and how to use them.
Page 85 A loudspeaker paging system or the Group Page feature makes it easy for an attendant to announce calls to people who are not always at the same location. You can set up the system so the attendant can page separate zones in- dependently.
Page 86 Initial Feature Assignments for Small Administrator/Attendant Console* 34-Button Deluxe Voice Terminal Intercom numbers Control unit jack numbers represent the outside line plugged into that jack. For systems with 8 or fewer lines and 20 or fewer voice ter- minals — switch H on control unit is up.
Page 88: Special Information About 5-Button Voice Terminals
Special Information about 5-Button Voice Terminals Calls can be transferred to a 5-button voice terminal from a line that the voice ter- minal does not have. You can use either Call Pickup or Line Pickup, depending on whether you know what line the call you want to transfer to the 5-button voice ter- minal is on.
Page 89: Special Information About Basic Telephones
Special Information about Basic Telephones If you have basic telephones connected to an Off-Premises Telephone interface, a Basic Telephone and Modem Interface, or a Basic Telephone Module, review the following information before you administer the telephones. BASIC TELEPHONES CONNECTED TO AN OFF-PREMISES TELEPHONE INTERFACE (OPTI) OR A BASIC TELEPHONE AND MODEM INTERFACE (BTMI) Follow the procedure below to administer a basic telephone.
Page 90 Dial Codes to Access Lines, Pools, and Intercom Features Assigned to Voice Terminal Buttons SQUARE SYSTEMS POOLED SYSTEMS WITH DIAL ACCESS TO LINE POOLS POOLED SYSTEMS WITH BUTTON ACCESS TO LINE POOLS...
Page 91 BASIC TELEPHONES CONNECTED TO A BASIC TELEPHONE MODULE If you have a square system, People with basic telephones get an outside line by dialing 88. The system automatically selects an available line from among those you've assigned to that telephone. Be sure to assign interchangeable lines.
Page 92: Merlin System Features
MERLIN System Features Your MERLIN system offers features that provide exceptional telephone service on both a businesswide and a personal basis. As system administrator, you make deci- sions about how the system operates as which features should a whole and about appear at each voice terminal.
Page 93: Fixed Features
Fixed Features Feature Description Call Park Put a call on a special kind of hold so the call can be picked up at any voice terminal. Using Call Park, an attendant trying to locate someone can park a call and page the (See also Loudspeaker person.
Page 94 Fixed Features (continued) Feature Description Monitor-on-Hold Use your voice terminal’s speaker to listen for a caller to return when you’ve been put on hold. Speaker Frees you to do other work when you’ve been put on hold. Turn on the speaker nd dial an outside or intercom call without lifting the handset. On-Hook Dialing Speaker (See also Hands-Free Unit.)
Page 95: Custom Features
Custom Features Feature Description Account Number Entry Use this feature to associate an account code with outside calls made or received. (used with SMDR only) Increase accuracy of call records. Assure that charges for outside calls are billed to the appropriate account, job, or [ l ] department.
Page 96 Custom Features (continued) Feature* Description Call Restriction Assign call restrictions to any voice terminal as necessary. (See page 41.) Restrict voice terminals according to your business needs. Outward Call Restrict some voice terminals to intercom calls only. Restriction Restrict voice terminals in public places such as lobbies. Toll Call Restrict voice terminals to intercom and local calls only.
Page 97 Custom Features (continued) Feature* Description Multiple Line Pools Assign outside lines to different line pools so that lines that provide the same service are (See pages 31 and 32.) pooled together. Your business may have up to 11 line pools. Assign regular lines to one pool, WATS lines to another pool, and so on.
Page 98: Optional Features
Optional Features Feature Description Extra Alert Provide audible or visual signal by means of alerting devices such as bells, horns, or strobe lights. The system can accommodate alerting devices in up to three different areas of the (See also Night Service.) building.
Page 99: Appendix: System And Voice Terminal
Appendix: System and Voice Terminal Configuration Forms This brief guide helps you decide how to set up your MERLIN™ communications system (Models 1030 and 3070, with Feature Module 4) to satisfy the needs of your business. Read through this guide and answer the questions as you come to them. Boxed instructions help you fill out a System Configuration Form (page 106) and Voice Terminal Configuration Form (pages 107 through 109) for each voice terminal in your system.
Page 100 Line Representation If the answer to #5 is yes, then check “Pooled” and “Dial Access + ARS” on the System Configuration Form and skip to #9. Did you order any 5-button voice terminals that need to handle calls on more than three outside lines, or any 10-button or 34-button voice terminals that need to handle calls on more than eight outside lines? Line Representation...
Page 101 Attendant Configuration On the System Configuration Form, if the answer to #9 is 1 or 0, don’t check any of the attendant configuration boxes. If the answer to #9 is 2, check the box next to “11” for attendant configuration. If the answer to #9 is 3, check the boxes beside “11”...
Page 102 Rotary Lines If you have any rotary outside lines, circle the “r” next to each line on the System Configuration Form. If you aren’t sure if you have rotary orTouch- Tone lines, call your local telephone company. Night Service If your system will have an extra-alerting device, check “Night Ring” on the System Configuration Form to indicate which lines will activate this device when the person who usually answers calls is not available.
Page 103 Allowed Lists if you need to restrict the numbers that certain people can call, but you want them to be able to call some specific area codes or exchanges for business reasons, list the allowed area codes and exchanges on the Allowed-List Directory, page 112.
Page 104 VOICE TERMINAL OPTIONS Now that you’ve completed the System Configuration Form, begin filling out Voice Terminal Configuration Forms, one for each voice terminal in your system. You may want to begin by creating a system directory and planning which intercom number and which type of voice terminal each person will use.
Page 105 Assigning Lines (Attendant Consoles and Square Systems) Although you can assign lines to whichever buttons you choose, there are several ways in which you can assign lines to make your system more easily administered and used. Assign identical line arrangements to all voice terminals in a standard square system (or to all attendant consoles, in any system).
Page 106 Calling Restrictions If the voice terminal should be restricted from making toll (long distance) calls, check “Toll Call Restriction” on the Voice Terminal Configuration Form. If the voice terminal should be restricted from making any outside calls, check “Outside Call Restriction.” (For a more detailed explanation, see page 41.) Allowed-List Assignment If you are assigning one or more allowed lists (lists of area codes and/or...
Page 107 System Configuration Form for Model 1030 and 3070 System Size: Line Representation: Small (l-8 Lines) Square Pooled Large (> 8 Lines) Dial Access Button Access Dial Access + ARS Attendant Configuration: SMDR Options: calls Minimum length of recorded (minutes): Incoming calls recorded? (Y/N) Line Pool Check if...
Page 108 Voice Terminal Configuration Form for Models 1030 and 3070 Attendant Consoles Identification Intercom # Stand Type: Accessories: Wall General Purpose Adapter Acoustic Coupler Adapter Plastic Headset Hearing-Impaired Handset Fixed Headset Adapter Push-to-Listen Handset Hands-Free Unit Voice Terminal Power Supply Desk Extra Long Cord Attendant Intercom Selector Metal...
Page 109 Voice Terminal Configuration Form for Models 1030 and 3070 Non-attendant Voice Terminals (Square Systems) Intercom # Identification Voice Terminal Size: Stand Type: Accessories: 5-Button Wall General Purpose Adapter Acoustic Coupler Adapter 10-Button Plastic Headset Hearing-Impaired Handset Fixed 34-Button Headset Adapter Push-to-Listen Handset 34-Button Deluxe Desk...
Page 110 Voice Terminal Configuration Form for Models 1030 and 3070 Non-attendant Voice Terminals (Pooled Systems) Identification Intercom # Accessories: Stand Type: Voice Terminal Size: Acoustic Coupler Adapter Wall General Purpose Adapter 5-Button Hearing-Impaired Handset Headset Plastic 10-Button Handset Headset Adapter Push-to-Listen Fixed 34-Button Voice Terminal Power Supply...
Page 111: System Speed Dial Directory
System Speed Dial Directory Dial Code Stored Number Dial Code Stored Number...
Page 112 Group Page Directory Group 1 Group 2 Group 3 Intercom # Identification Intercom # Identification Identification Intercom # Group 4 Group 5 Group 7 Group 6 Identification Intercom # Identification Identification Intercom # Identification Intercom # Intercom #...
Page 113 Allowed-List Directory List O List 1 List 2 List 3 Entry Entry Entry Entry List 4 List 5 List 6 List 7 Entry Entry Entry Entry...
Page 114: Selection Tables
Form for Automatic Route Selection Tables TABLE 0 AREA CODE/EXCHANGE — 2 ) — 3 ) — 0) — 4) — 9) — 5) — 6) — 7) — 8) — POOL OTHER DIGITS 0 ) — 1) — 2) — 3 ) —...
Page 115 Form for Automatic Route Selection Tables (continued) TABLE 4 AREA CODE/EXCHANGE 0 ) — 3 ) — 1) — 2) — 4) — 5 ) — 6 ) — 8 ) — 9) — 7 ) — POOL OTHER DIGITS 0) —...
Page 116 Form for Automatic Route Selection Tables (continued) TABLE 7 AREA CODE/EXCHANGE 0 ) — 2 ) — 8 ) — 1) — 3) — 4) — 5) — 6 ) — 9) — 7 ) — POOL OTHER DIGITS 0 ) — 1) —...
Page 117: Index
Index Extra Alert, 7, 56, 97, 119 Outward Call Restrictions, 41 - 45 Account Number Entry, 76, 94 Adm Misc, 10, 11, 25 Feature Module 4, 7 Adm Pool, 10, 11, 25 Personal Priorities, Adm Tel, 10, 11, 25 Attendant/Administer Option, 7, 22, Programming Voice Terminals for, Administrator/Attendant Console, 4, 6, Normal/Attendant Option, 7, 22...
Page 118: Quick Reference Guide To Administration Procedures
Quick Reference Guide to Administration Procedures This chart summarizes the administrative procedures described on pages 26 through 82. 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).
Page 119 Quick Reference Guide to Administration Procedures (continued) Procedure Touch Then CUSTOMIZE WITH OTHER SYSTEM OPTIONS Assign outward and toll call restrictions to voice terminals. NOTE: If you do not need to dial a toll prefix (O or 1) to place a long distance call, follow steps 1 and 2 below.
Page 120 Quick Reference Guide to Administration Procedures (continued) Then Procedure Touch Administer Automatic Route Selection (ARS). (See page 46.) To add an area code or Adm Misc Dial #6. exchange: Dial table number (0 through 7). Dial entry number (0 through 9). Dial entry (area code or exchange).
Page 121 Quick Reference Guide to Administration Procedures (continued) Procedure Touch Then Adm Misc Dial #901 and wait for beep. Get a printout of System Touch Adm Misc. Speed Dial codes. (See page 58.) Adm Misc Dial #300 and set time, then dial #301 and set date. Administer Station Message Dial #390 and set minimum call duration to be recorded.
Page 122 SLOT 1 S L O T 2 SLOT 3 S L O T 4 Adm Pool Adm Tel How to Use Label Strips 1. Type or print the appropriate outside line num- ber* or name† on each label. 2. Crease the per- forated edges, then tear out each label strip.
Page 123 SLOT 2 SLOT 3 SLOT 6 SLOT 7 SLOT 1 SLOT 4 SLOT 5 † Adm Pool Adm Tel How to Use Label Strips 1. Type or print the appropriate outside line num- ber* or name† on each label. 2. Crease the per- forated edges, then tear out each label strip.

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AT&T MERLIN 3070 Administration Manual

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