Page 1 AT&T MERLIN LEGEND™ Communications System PBX System Planning...
Page 2 AT&T 555-610-113 Copyright © 1991 AT&T Issue 1 All Rights Reserved August 1991 Printed in U.S.A. Notice Every effort was made to ensure that the information in this book was complete and accurate at the time of printing. However, information is subject to change. Federal Communications Commission (FCC) Information For important FCC interference, registration, and repair information, see ‘Customer Support Information”...
Page 3 ERRATA Communications System MERLIN LEGEND™ System Planning 555-610-113 Ignore all references to the small processor module. The MERLIN LEGEND™ Communions System offers only one processor module. This processor module is referred to as a large processor module in this document. Page 1-6 1-2, Control Unit Space Requirements: Ignore the reference to a small system.
Page 4: Table Of Contents
Contents v i i Customer Support Information v i i Support Telephone Number v i i FCC/DOC Information Security Warranty About This Book x i i i x i v Related Documentation x i v How to Order Books Additional Ordering Information Product Safety Labels How to Comment on This Book 1 - 1...
Page 5 Contents Features 4 - 1 Telephone Features 4 - 1 Operator Features 4 - 6 Group Assigned Features 4-14 System Features 4-27 Modifications Preparation 5 - 1 Adding to the System 5 - 2 Forms A - 1 Index IN-1 ii Contents...
Page 6 Figures Preparation 1 - 2 System Components 1 - 8 Employee Communication Survey Form 1-12 Floor Plan Control Unit Trunk and Station Modules Sample Control Unit Diagram 2-21 Two-Digit Numbering Plan 2-23 Three-Digit Numbering Plan 2-25 Set Up Space Numbering Plan Trunks 3 - 5 Jacks...
Page 7 Tables Preparation Environmental Requirements Control Unit Space Requirements 1-10 Employee Communication Survey — Sample Analysis Control Unit Module Capacities 2-13 Types Station Jack 2-15 Maximum Number of Operator Positions Trunks Trunk Jack Types Coding Trunk Type 3-17 Services on the DS1 Facility 3-21 Line Compensation Settings 3-28...
Page 8: Important Safety Instructions
The exclamation point in an equilateral triangle is intended to alert the user to the presence of important operating and maintenance (servicing) instructions in the literature accompanying the product. IMPORTANT SAFETY INSTRUCTIONS When installing telephone equipment, basic safety precautions should always be followed to reduce the risk of fire, electric shock, and injury to persons, including: Read and understand all instructions.
Page 9: Customer Support Information
Customer Support Information Support Telephone Number AT&T provides a toll-free customer Helpline (1-800-628-2888) 24 hours a day (U.S.A. only). Call the Helpline, or your authorized dealer, if you need assistance when installing, programming, or using your system. Federal Communications Commission (FCC) Electromagnetic Interference Information This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
Page 10 Customer Support Information For connection to off-premises stations, report the FIC OL 13C and SOC 9. OF. If this equipment is to be connected to digital service (1 .544 Mbs), the FIC is 04DU9-B for D4 framing format or 04DU9-C for extended framing format, and SOC 6.OP.
Page 11 Customer Support Information To prevent overloading, the Load Number (LN) assigned to each terminal device denotes the percentage of the total load to be connected to a telephone loop used by the device. The termination on a loop may consist of any combination of devices subject only to the requirement that the total of the Load Numbers of all the devices does not exceed 100.
Page 12 Customer Support Information x Customer Support Information...
Page 13 Customer Support Information Security of Your System—Preventing Toll Fraud As a customer of a new telephone system, you should be aware that there exists an increasing problem of telephone toll fraud. Telephone toll fraud can occur in many forms, despite the numerous efforts of telephone companies and telephone equipment manufacturers to control it.
Page 14 Customer Support Information If you purchased your system directly from AT&T, AT&T will perform warranty repair in accordance with the terms and conditions of the specific type of AT&T maintenance coverage you selected. A written explanation of AT&T’s types of maintenance coverage may be obtained from AT&T by calling 1-800-247-7000.
Page 15: About This Book
About This Book This book tells you how to plan a Hybrid/PBX communications system. It is intended for persons who plan, implement, coordinate, and manage the system (called system managers). In addition to this book, you will need copies of the PBX System Planning Forms You will use these forms to outline the decisions you make about how the system should be assembled and programmed—for example, what trunks will be...
Page 16: Related Documentation
About This Book Related Documentation The following kinds of documentation are available to help you set up, use, and maintain the communications system: reference setup and modification telephone user support operator guides miscellaneous How to Order Books The books needed for operating the communications system were supplied with the system.
Page 17: Additional Ordering Information X V
About This Book Order Number MERLIN LEGEND Book Title Operator Guides 555-610-131 Analog Direct-Line Consoles Operator’s Guide 555-610-132 Digital/ISDN Direct-Line Consoles Operator’s Guide 555-610-133 Digits//lSDN Queued Call Console Operator’s Guide Miscellaneous 555-610-130 Calling Group Supervisor’s Guide Additional Ordering Information For information on ordering replacement parts, accessories, and other equipment that is compatible with the system, see Appendix A in System Reference.
Page 18: Preparation
Preparation Several actions need to be completed before the system is installed: Review the system’s hardware, features, and operation. Arrange for the location of the control unit. Survey telephone users on their needs. Find or create a floor plan. System Components To tailor the system for your company, you must know the number and types of telephones, outside trunks, and adjuncts that were ordered.
Page 19: Preparation
Preparation Figure 1-1 System Components 1-2 System Components...
Page 20 Preparation Control Unit. The backbone of the system, consisting of the basic and expansion carriers, power supply module, processor module, and trunk and station modules. The control unit connects telephone company trunks with stations such as telephones and adjuncts. Trunk and Station Modules. The components that connect telephone company trunks and terminal equipment such as telephones, external alerts, and fax machines via jacks to the control unit.
Page 21 Preparation Off-Premises Telephone (OPT). A single-line, touch-tone or rotary, industry- standard telephone located in a different building from the control unit. External Alerts. Alerting devices such as bells, chimes, and strobe lights that connect to a jack on a 012 basic telephone module or a 008 OPT module, or to an MFM or Supplemental Alert Adapter (SAA).
Page 22: Location Of The Control Unit
Preparation Location of the Control Unit Before installation, choose a room, closet, or other area where the system control unit can be mounted on the wall. The area must meet the environmental requirements in Table 1-1. Table 1-1 Environmental Requirements Distances Within 25 feet of the network interface (cannot be installed outdoors)
Page 23: Control Unit Space Requirements
Preparation Table 1-1 Continued AC outlet for control unit should not be switch controlled. Plugging control unit into an outlet that can be turned on and off by a switch can cause accidental disconnection of the system. must be property grounded via an AC AC outlet receptacle for 3-prong plug.
Page 24: Telephone User Survey
Preparation Telephone User Survey The features and calling privileges you assign to each employee’s telephone ensure that employees get the most benefit from the system. If you were not involved in the planning and decision-making for the system, find out from your management and your AT&T representative or authorized dealer what telecommunications needs were identified.
Page 25: Employee Communication Survey Form
Preparation Name Room Extension Name of work group (Sales, Customer Service) Please answer each question below. Do you regularly use any of the following outside lines? (Check any that apply) WATS FX (foreign exchange) None of the above or don’t know your phone calls covered when you’re away from your desk? By whom? 3.
Page 26 Preparation Do you have a data terminal or personaI computer at your workstation? you expect to get one within the next year? Yes Do you have a modem ISDN 7500B Data Module? you use account codes for charge-back of calls? Please list all the codes you use (attach another sheet if necessary): times/day Approximately how many times do you transfer calls?
Page 27: Employee Communication Survey - Sample Analysis
Preparation Use the information in Table 1-3 to interpret and analyze the results of the employee communication survey. Table 1-3 Employee Communication Survey — Sample Analysis Indicates toll calling habits. In most cases, assigning a button for each trunk Types of trunks (outside lines) used is not necessary;...
Page 28: Floor Plan
Preparation Floor Plan Use a floor plan to make planning more manageable and to ensure that the correct telephone equipment is assigned to each employee. If your organization is moving to a new location, a floor plan may already be prepared and you may be able to get a copy of it from your management.
Page 29: Floor Plan
Preparation Figure 1-3 Floor Plan As shown in Figure 1-3, the floor plan does not need to be elaborate or to scale. The telephone symbol should be large enough to accommodate the size of telephone and the assigned number, and if you find it helpful, the name of the employee.
Page 30: Control Unit
Control Unit Planning the control unit consists of deciding how to place the modules, setting the system operating conditions, and numbering the system. Modules Certain modules are required for every system: Processor module contains the memory that controls the system software and features.
Page 31: Trunk And Station Modules
Control Unit Figure 2-1 Trunk and Station Modules 2-2 Modules...
Page 32: Control Unit
Control Unit The trunks and stations that can be connected to the jack types shown in Figure 2-1 are described below: A DS1 trunk jack connects a Digital Signal 1 (DS1) facility provided by the telephone company. The DS1 facility can be set for either T1 or integrated Services Digital Network Primary Rate Interface (ISDN-PRI) operation.
Page 33: Module Capacities
Control Unit Table 2-1 Module Capacities Modules Trunk Jacks Station Jacks 100D 1 DS1 facility (PRI or T1) 400EM 4 4-wire E&M tie trunks 4 LS trunks with 4 lTR* 1 PFT jack 400 GS/LS/TTR 4 GS/LS trunks with 4 lTR* 1 PFT jack 800 DID 8 DID trunks and 2 lTR*...
Page 34 Control Unit Trunk and Station Capacity The numbers of jacks in Table 2-1 are the physical jacks on each module. In most cases, the number of physical jacks indicates capacity (the number of trunks and/or stations that can be connected to the module). The exception is the 100D module, with one physical jack, which because of the system’s software capabilities supports 24 trunks.
Page 35 Control Unit Planning Form Instructions - Continued To determine the number of extensions assigned: Multiply the number of physiocal jacks by module type by the number of station extensions the system assigns to each module's jack type. N O T E : Since the system assigns an additional four extensions to each 008 OPT module you must multiply the number of 008 OPT modules by four and add this subtotal to the result shown in the "Physical Jacks by Module Type"...
Page 36: Control Unit
Control Unit Notes: 100D module is assigned 24 logical IDs even though the module has Each only one physical trunk jack. IDs even though the module has The 008 OPT module is assigned 12 logical only eight physical station jacks. Power failure transfer (PFT) jacks are not assigned logical IDs.
Page 37: Sample Control Unit Diagram
Control Unit Figure 2-2 Sample Control Unit Diagram 2-8 Modules...
Page 38: System Operating Conditions
Control Unit System Operating Conditions Record the following system operating conditions: be used and its station jack assignment programming equipment that will mode of operation whether Automatic Maintenance Busy is enabled a reminder to set the system time and date Use the “Control Unit Diagram”...
Page 39 Control Unit Mode of Operation See System Reference for more Your system is registered with the FCC to operate as either a Private Branch information on modes. Exchange (PBX) or Hybrid system. However, you can program the system to operate in any of three modes: Hybrid/PBX Key (the factory setting) Behind Switch...
Page 40 Control Unit Automatic Maintenance Busy Automatic Maintenance Busy puts a malfunctioning trunk in a “maintenance busy” state, preventing outgoing calls on that trunk. Incoming calls are never blocked. A trunk in maintenance busy is tested by the internal maintenance software to try to put it back into service. The factory setting for Automatic Maintenance Busy is “disabled,”...
Page 41: System Numbering
Control Unit System Numbering System numbering is the process of assigning extension numbers to stations (telephones and adjuncts), calling groups, paging groups, park zones, and remote access. The instructions in this chapter deal only with assigning extension numbers to stations. Number the stations in two stages: Stage One.
Page 42: Station Jack Types
Control Unit Station Jack Connections Planning station jack connections consists of identifying the jack types and matching the telephones and other equipment to the jacks that support them. Determine the station jack types in the control unit and plan connections in the following order: primary operator position additional operator positions...
Page 43 Control Unit Planning Form Instructions In the "Jack Type" column of Form 2a, indicate the type of each station jack next to its logical ID. Check "A" if the jack is analog, "D" if digital, or "B" if basic telephone. The system reserves 12 logical IDs for the 008 OPT module even though only 8 are used.
Page 44: Maximum Number Of Operator Positions
Control Unit Planning Form instructions - Continued If the system includes only DLCs. Locate the first station jack showing a "D" (digital) or "A" (analog) type. Write "DLC" beside the preprinted logical ID to indicate the primary DLC operator position. Write the name or location of the primary DLC operator in the "Person, Location, or Function"...
Page 45 Control Unit Planning Form Instructions Use the "Control Unit Diagram" on Form 1 to determine which station jacks can be used as operator positions: Circle the first and fifth station jacks on each digital or analog module on the "Control Unit Diagram" until you have reached the maximym eaight positions.
Page 46 Control Unit The system assigns individual extension numbers to each of the jacks for either the Voice Announce to Busy or the Simultaneous Voice and Data feature. The extension number associated with the first (odd-numbered) station jack in the pair is the telephone’s extension number. Calls cannot be placed to the extension number associated with the even-numbered station jack.
Page 47 Control Unit Planning Form Instructions Use the Floor Plan and AT&T Equipment List to verify that you have located all remaining MLX telephones and adjunts connected to them. On Form 2a, mark the station jack assignments for the remaining MLX telephones.
Page 48 Control Unit Use these instructions only if the system includes 012 or 008 OPT modules. Jacks for Tip/Ring Equipment and Assign the basic telephone jacks on the 012 or 008 OPT modules to any tip/ring Applications equipment such as single-line telephones, fax machines, or answering machines.
Page 49 Control Unit System Renumbering Use these instructions to decide whether to keep the factory-set extension numbers or change them to numbers tailored to your company—for example, extension numbers that match room numbers. The system offers three numbering plans, as shown on Form 2a, System Numbering —...
Page 50: Two-Digit Numbering Plan
Control Unit Operator Console (not flexible) Stations 1 0 - 1 9 Stations 2 0 - 2 9 Stations 3 0 - 3 9 Stations 4 0 - 4 9 Stations 5 0 - 5 9 Extra Stations Extra Adjuncts Stations 6 8 0 0 - 6 8 8 5 6 9 0 0 - 6 9 8 5...
Page 51 Control Unit The unshaded areas of the two-digit numbering plan in Figure 2-3 indicate the extension numbers available for reassignment. This means you can change selected extension numbers to one of the available numbers, for example, extensions 6886 through 6899. If the available numbers shown do not meet your needs, consider the three-digit numbering plan.
Page 52: Three-Digit Numbering Plan
Control Unit Operator Console (not flexible) S t a t i o n s 2 0 0 - 2 4 3 MFMs/7500Bs 3 0 0 - 3 9 9 MFMs/7500Bs 4 0 0 - 4 4 3 Main Pooll C a l l i n g G r o u p P a g e 7 7 0 - 7 9 1 , 7 9 2 0 - 7 9 2 9...
Page 53 Control Unit The unshaded areas of the three-digit numbering plan in Figure 2-4 indicate the extension numbers available for reassignment. This means you can change the extension number automatically assigned by the system to one of the available numbers, for example, extension number 244 through 299. If the available numbers shown are not adequate to meet your needs, consider the set up space numbering plan.
Page 54: Set Up Space Numbering Plan
Control Unit Operator Console (not flexible) Main Pool S t a t i o n s MFMs/7500Bs C a l l i n g G r o u p P a g e 7 1 0 0 - 7 2 4 3 7 3 0 0 - 7 4 4 3 7 9 3 - 7 9 9 7 7 0 - 7 9 1 , 7 9 2 0 - 7 9 2 9...
Page 55 Control Unit See the CMS documentation for more Note: If your system includes the Call Management System (CMS), it assigns information on reassigning numbers for extension numbers to agent splits. CMS on agent splits. Planning Form Instructions Use Figure 2-5 as you record extension number information. If the system includes digital station adjuncts: Locate PBX System Form 2b, System Numbering - Digital/ISDN Station Adjuncts.
Page 56: Trunks
Trunks Planning for trunks consists of deciding how to connect outside trunks to the system, selecting options for how those trunks will work, and assigning trunks to user stations. Trunk Connections Plan trunk connections by identifying trunk jack types and matching outside trunks and auxiliary equipment to the jack types that support them.
Page 57: Trunk Jack Types
Trunks Table 3-1 Trunk Jack Types Used to Connect Trunk Jack Type Module Type Trunk Type Equipment Loop-start (LS) Basic Music-on-Hold Special purpose Loudspeaker paging systems —FX, WATS Maintenance Alarm Ground-start/Loop-start (GS/LS) Basic 400 GS/LS/TTR Music-on-Hold 800 GS/LS Special purpose Loudspeaker paging systems 408 GS/LS —FX, WATS...
Page 58: Coding Trunk Type
Trunks Planning Form Instructions Review the modules marked on the "Control Unit Diagram" on Form 1. On PBX System Form 2c, System Numbering - Trunk Jacks: 1 . Write the type of each trunk jack in the control unit in the "Jack Type" column.
Page 59 Trunks Jacks for Outside Trunks Identify the specific outside trunks you want to connect to each loop-start and ground-start/loop-start trunk jack. Connect outside trunks to a continuous sequence of trunk jacks on the control unit, beginning with the first trunk jack (logical ID 1).
Page 60: Partially Completed Form 2C, System Numbering - Trunk Jacks
Trunks PBX System Form 2c Figure 3-1 Partially Completed Form 2c, System Numbering — Trunk Jacks Jacks for Auxiliary Equipment Use these instructions only if the system has auxiliary equipment such as Music-on-Hold. Auxiliary equipment can be connected only on loop-start (LS) or ground-start/ loop-start (GS/LS) jack types.
Page 61 Trunks If the system includes loudspeaker paging, designate one or more trunk jacks for the paging equipment. A maximum of three trunk jacks can be designated for paging systems. If you plan to use the Maintenance Alarm feature (an audible alert for system maintenance problems requiring immediate action), designate a trunk jack for the external alert.
Page 62: Trunk Options
Trunks Trunk Options Choose from the following options for the outside trunks connected to the system and record your decisions on PBX System Form 2c, System Numbering — Trunk Jacks: Loop-Start Disconnect Reliability Rotary Dial Trunks Toll Prefix Dialing Requirements (Toll Type) Hold Disconnect QCC Operator Receiving Calls QCC Queue Priority...
Page 63 Trunks Planning Form Instructions At the top of Form 2c, under the "Loop-Start Reliable Disconnect" heading choose one of the following: Check "No" if the loop-start trunks have an unreliable disconnect signal. Check "Yes" if loop-start trunks have a reliable disconnect signal. Rotary Dial Trunks The system is factory set to generate touch-tone signals when users dial outside calls.
Page 64 Trunks Hold Disconnect Hold Disconnect allows you to set the number of milliseconds (ins) before the trunk is released when a caller on hold hangs up and abandons the call. Local telephone companies use either a long (450 ms) or short (50 ms) interval. The factory setting for the system is the long interval since it is the interval used by most telephone companies.
Page 65 Trunks See "Position Busy Backup” in the Note: If an operator presses the Backup On button on the console, any “Queued Call Console” section of incoming calls are directed to other operator positions (regardless of whether Chapter 4. they normally receive such calls) or to the programmed backup extension number.
Page 66 Trunks Remote Access Use these instructions only if remote users need access to the system. Remote Access allows people to use the system from a remote location. A person working away from the office can call into the system on one of the trunks programmed for remote access.
Page 67 Trunks You must decide which trunks you want to be used for either Dedicated or Shared Remote Access: When you assign Dedicated Remote Access to a trunk, all calls coming in on that trunk receive the Remote Access treatment. This means that the caller hears the system dial tone if no barrier codes are setup for the trunk, or a special dial tone if you specify that a barrier code is needed.
Page 68 Trunks Planning Form Instructions - Continued For all trunks to which you are assigning Remote Access: 5 . Transfer the information from PBX System Form 2c, System Numbering - Trunk Jacks to Form 3a. Write the logical ID and trunk number in the applicable column. Check either the "DID or Tie Trunk"...
Page 69 Trunks Planning Form Instructions Record class of restriction on Form 3a. Use page 3 for class of restriction without barrier codes and page 4 for class of restriction with barrier codes. Note: Page 4 of Form 3a holds programming information for four barrier codes.
Page 70 Trunks Each pool can have as many or as few trunks as you want, but a trunk can be in only one pool. In addition, only direct-line consoles can have line buttons for trunks that have been assigned to pools. Each pool should contain trunks of the same type (basic, WATS, FX, tie) because you cannot control which trunk is selected.
Page 71 Trunks DS1 Facility (1OOD Module) Use these instructions only if the system has a 100D module. Because of the complexity of DS1 facility planning, consult with your AT&T representative or authorized dealer as you work through these instructions. A Digital Signal 1 (DS1) facility is a transmission system that transports digital signals in the DS1 format.
Page 72: Services On The Ds1 Facility
Trunks The system supports two types of service for DS1 facilities: T1 and Integrated Type of Service Services Digital Network Primary Rate Interface (ISDN-PRI). T1 service (the factory setting) transmits and receives voice and analog data; ISDN-PRI transmits and receives voice and analog and digital data. Table 3-3 shows the kinds of services available through a DS1 facility and specifies the type of service that supports them.
Page 73 Trunks Table 3-3 Continued Service Description ISDN-PRI Software Defined Network (SDN) A virtual private networking service for voice and circuit-switched analog data calls (up to 56 kbps). SDN lets businesses use portions of the AT&T Switched Network in concert with their dedicated private line networks.
Page 74 Trunks Planning Form Instructions On PBX System Form 2c, System Number - Trunk Jacks, in the "Jack Type" column: Find all trunks listed as "PRI." Write the king of service connected to each channel in the "Trunk Type" column. See "Signaling Mode" in this chapter. Note: You cannot use the 24th channel for services.
Page 75 Trunks Two methods of framing can be used by a 10OD module, but the framing chosen must match the framing at the far end: D4 Framing Format. The system is factory set for the most common framing format, D4 framing. A D4 frame consists of 24 eight-bit time slots and one framing bit.
Page 76: Line Compensation Settings
Trunks Line Compensation Line compensation adjusts for the amount of cable loss in decibels (dBs). It is based on the length of cable between the 100D module and the CSU or between the module and another far-end connection—for example, a line repeater.
Page 77 Trunks Clock Synchronization Clock synchronization is an arrangement in which digital facilities operate from a common clock. Whenever digital signals are transmitted over a communications link, the receiving end is synchronized with the transmitting end to receive the digital signals. The system can synchronize itself to the far-end connection by extracting the timing signal from the DS1’s incoming digital stream.
Page 78 Trunks Planning Form Instructions - Continued Under "Priority" in the "Clock Synchronization" section of Form 3c: 9 . If installing only one 100D module: Check "Primary" to keep the factory setting. (this module provides synchronization for the system.) Check "None" if the synchronization source is other than through the 100D module.
Page 79 Trunks Signaling is the process of communicating channel-state information (such as Signaling Mode dialing) from endpoint to endpoint. Two types of signaling can be used in T1 transmission: robbed-bit signaling (RBS) and common-channel signaling (CCS). Note: The signaling mode setting does not apply to ISDN-PRI. Robbed-Bit Signaling.
Page 80 Trunks Primary Rate Interface Facility Use these instructions only if the type of service on the DS1 facility is ISDN-PRI. See System Reference for more Decide the following options for each ISDN-PRI facility: detailed information. Telephone Number Telephone Number to Send Test Telephone Number Timers and Counters Terminal Equipment Identifier...
Page 81 Trunks Telephone Number to Send If your company subscribes to the AT&T lNF02 automatic number identification (ANI) service, you can assign the telephone number the system sends to the network when outgoing calls are made on ISDN-PRI facilities. If the person being called also subscribes to the same identification service, the telephone number sent identifies who is calling.
Page 82 Trunks Planning Form Instructions Under the "Terminal Equipment Identifier (TEI)" heading on Form 3c: Check "0" to keep the factory-set TEI. To change the factory-set TEI from 0, write a value from 1 to 63 in the space provided. Timers and Counters Timers and counters are used to ensure that the system takes the appropriate corrective action when no response is received from the network before the programmed settings have expired.
Page 83: Timers And Counters
Trunks Table 3-5 Timers and Counters Factory Allowable Threshold Description Setting Name Times the delay in link-layer acknowledgement of a 1 second 1000-3000 ms T200 Timer message sent over a D channel from the system to the network. 1-60 seconds Times the interval of each exchange of messages on 30 seconds T203 Timer...
Page 84 Trunks Planning Form Instructions Under the "Timers and Counters" heading on Form 3c. To change the factory setting for any timer or counter, write the new threshold in the "Change To" column. To keep the factory setting, leave the "Change To" column blank. B-Channel Groups To make the most effective use of ISDN-PRI service, assign B channels (channels 1 through 23) to groups.
Page 85 Trunks T1/ISDN-PRI Planner To ensure compatibility with your system, all local offerings of DS1 configura- tions must be reviewed by AT&T National Technical Marketing (NTM) personnel. This review begins when NTM receives the “General Business Systems T1/lSDN- PRI Planner” (pages 5 through 7 of PBX System Form 3c). Planning Form Instructions On page 5 of Form 3c: Fill in the customer name, telephone number, and address.
Page 86 Trunks An important part of the NTM review is to ensure that the synchronization integrity of the network-both this communications system and its far-end connections—is protected. To facilitate their evaluation, prepare the “Network Planning Map” on page 7 of Form 3c. Describe the entire network of DS1 facilities by summarizing the following for each 100D module: CSU used distance between the control unit and CSU or far-end connection...
Page 87: Sample Network Planning Map
Trunks Figure 3-2 Sample Network Planning Map 3-32 Trunk Options...
Page 88 Trunks Planning Form Instructions On the "Network Planning Map" (page 7 of Form 3c): Fill in the control unit slot number(s) of the CSU(s) connected to the 100D module(s). Write the approximate number of cable feet between each module and its CSU or far-end connection.
Page 89 Trunks Planning Form Instructions Complete one "Non-Complex Configuration" pafe of Form 3c for each 100D module. Label the top right corner of the copies "Page 1 of ____" (1, 2, 3). On each page: Write the module number (1, 2, 3). Indicate the total number of 100D modules (maximum of 3 per large system).
Page 90 Trunks DS1 Facilities Ordering After the contract is signed, your AT&T representative or authorized dealer contacts the DS1 facility vendor to discuss the T1/lSDN-PRl service order. The Discussion vendor needs information about the communications system as well as customer identification. Table 3-6 describes the kind of information the facilities vendor requires.
Page 91 Trunks Tie Trunks Use these only if the system has tie trunks, including tie trunks instructions emulated through a DS1 facility. Tie trunks are private lines between your system and the central office or between two communications systems—for example, between this system and another system of the same type, or this system and a System 25 or a System 75.
Page 92 Trunks Signaling Type The choices for signaling type (also called seizure type) are wink, delay, immediate, and automatic. Of the four types, wink, delay, and immediate are similar in that they allow users to call people in the other system by dialing their extensions.
Page 93 Trunks Choose an incoming (inmode) and outgoing (outmode) dial mode, either Dial Mode touch-tone or rotary. For two-way tie trunks, you must choose a dial mode for incoming and outgoing. The system is factory set for rotary for both directions. Note: If you have checked “Incoming”...
Page 94 Trunks DID Trunks Use these instructions only if Direct Inward Dial (DID) trunks are connected to the system. DID trunks allow incoming calls to reach specific individuals, calling groups, the listed directory number (QCC Queue) or Remote Access without going through the operator.
Page 95 Trunks The choices for the type of DID trunk are immediate-start and wink-start (the Type of DID Trunks factory setting). If the local telephone company can support wink-start, keep the factory setting because it allows a greater probability of call completion during heavy calling periods.
Page 96 T r u n k s Compare the number of digits sent by the local telephone company to the Add Digits number of digits in your system numbering plan. If the number of digits sent by the local telephone company is fewer than the number of digits in your system numbering plan, specify that specific digits (1–9999) be added to the digits sent.
Page 97 Trunks Planning Form Instructions On Form 3e, under the "Invalid Destination" heading: 1. Check "Send to backup position" to indicate that calls to unassigned extension numbers go to the backup position. 2 . Check "Return to fast busy" to indicate calls to unassigned extension numbers should receive a fast busy signal.
Page 98: Trunk Assignment
Trunks Trunk Assignment Fo//ow the instructions in the Data Guide Use these instructions to assign trunks to telephones and direct-line to assign trunks to data-only stations. consoles. System trunk assignments to QCCs cannot be changed. There are five different forms for recording trunk assignments. Prepare one copy of the appropriate form for each station.
Page 99 Trunks Planning Form instructions - Continued 4 . Identify the equipment at each station. (Refer to the Floor Plan.) Check the box that describes the telephone, console model, or type of tip/ring equipment. Check the box under "Adjuncts" that describes the adjuncts at the station.
Page 100 Trunks Pool button -used to access a specific trunk pool (for example, a pool with WATS or FX trunks) without dialing a code. The Pool button is used to make only outside calls. To make a call, the user dials the area code and telephone number and does not need to dial the ARS code or dial-out code for the trunk pool.
Page 101: Factory-Set Assignment, Analog Multiline Telephones
Trunks Figure 3-4 Factory-Set Assignment Analog Multiline Telephones Although equipment such as single-line telephones, answering machines, and fax machines do not have buttons, the system treats them as multiline telephones with 34 buttons. The system assigns one System Access Ring, one System Access Voice, and one System Access Originate Only button to every adjunct connected through an MFM to an MLX telephone.
Page 102 Trunks Consider the following information as you select the types of buttons to assign to each telephone. For multiline telephone users: You can assign a combination of up to 10 System Access Voice, System Access Ring, System Access Originate Only, or Shared System Access buttons to each telephone (excluding operator positions).
Page 103 Trunks Planning Form Instructions Complete the "Button Diagram" section of each copy of Forms 4a, 4b (front and back), 4c, and 5b (back only). Note: The button diagrams for DLCs (the back of Form 5a and the front of Form 5b) will be completed later. 1.
Page 104: Analog Multiline Dlc
Trunks Figure 3-5 Digital/ISDN (MLX) DLC Figure 3-6 Analog Multiline DLC The system assigns trunks to buttons on DLCs in the order in which the trunks are connected to the control unit. You can change the factory-set assignments by removing, adding, or changing the order in which trunks are assigned to buttons for each DLC operator.
Page 105 Trunks Decide which trunks should appear on each DLC operator console based on each operator’s call-handling responsibilities. All operators may not need the same assignments. For example, DLC operators responsible for answering all incoming calls usually need all trunks except, perhaps, personal lines. DLC operators who are responsible for answering calls for specific groups usually need only the trunks used by group members.
Page 106: Features
Features The communications system offers these optional features: Telephone Features—assigned to individual telephones, consoles, or adjuncts Operator Features- assigned to all operator consoles Group Assigned Features—apply to functional groups of users (such as separate departments) System Features-affect all or most of the users Telephone Features Instructions for assigning these features to the individual telephones used by both system operators and general users are:...
Page 107 Features PBX System Form 5a, Direct-Line Console (DLC) — Analog PBX System Form 5b, Direct-Line Console (DLC) — Digital/lSDN (the front for the console and the back for an adjunct connected using a Multi-Function Module) If the system includes QCCs, prepare and mark the optional feature assignments on PBX System Form 5c, Queued Call Console (QCC).
Page 108 Features See “Allowed Lists* and ‘Disallowed If these restrictions are too limited, you can use the Allowed List feature to Lists” in this chapter for more permit dialing numbers such as emergency numbers from a restricted information. telephone. Or, instead of restricting telephones, you can use the Disallowed List feature to prevent dialing numbers (such as ‘900’...
Page 109 Features If the telephone has a personal line assigned, you can specify that incoming calls on that trunk also can be forwarded to an outside number by assigning the telephone as the principal user of the personal line. See “Coverage” in this chapter. Notes: When a principal user is assigned, calls received on the personal line are also sent to individual or group coverage receivers unless the personal line...
Page 110: Telephone Features
Features Planning Form Instructions For fax machines connected to a 008 OPT or 012 module, use PBX System Form 4c, Tip/Ring Equipment. For fax machine connected to an MLX telephone using an MFM, use the back of PBX System Form 4b, Digital/ISDN (MLX) Telephone or PBX System Form 5b, Direct-Line Console (DLC) - Digital/ISDN.
Page 111: Operator Features
—. Features Operator Features Operator features apply only to direct-line consoles (DLCs), queued call consoles (QCCs), and any Direct Station Selectors (DSSs) connected to them. Operator features you assign apply to all DLCs and QCCs in the system. Mark the operator feature assignments on PBX System Form 6a, Optional Operator Features.
Page 112 Features Queued Call Console Use these instructions only if the system has one or more QCCs. The following are QCC operator features: Hold Return Automatic Hold or Release Queue Over Threshold Elevate Priority Calls-in-Queue Alert Message Center Operation Automatic or Manual Extended Call Completion Return Ring Position Busy Backup Operator Hold Timer...
Page 113 Features Queue Over Threshold determines the maximum number of calls allowed in the Queue Over Threshold QCC queue before operators are notified (with a tone through the receiver or headset) that calls are waiting. You can change the factory setting of O calls (operators are not notified) to any number from 1-99 based on volume of calls.
Page 114 Features Planning Form Instructions Under the "Calls-in-Queue Alert" heading on Form 6a: 1 . Check "Disable" to keep the factory setting (QCC operators are not notified when calls are waiting in queue). 2 . Check "Enable" so that specific QCC operators are notified (with a single ring) when a call enters the queue.
Page 115 Features Use these instructions only if the system has a QCC with a Direct Station Automatic or Manual Selector (DSS). Extended Call Completion The factory setting for Extended Call Completion is automatic. This allows QCC operators with a DSS to extend (transfer) calls by pressing a DSS button. The operator does not have to press the Release button to complete the call extending procedure.
Page 116 Features Operator Hold Timer is used to track the number of seconds that callers are on Operator Hold Timer hold at an operator. When a caller is on hold longer than the number of seconds programmed for the timer, the operator is reminded by a single ring. You can set the Operator Hold Timer from 10 to 255 seconds.
Page 117 Features Planning Form Instructions Under the "Call Types" heading on Form 6a: 1 . In type "QCC Operator to Receive Calls" column, for each call type: Write "None" if no QCC operator is to receive the call type. Write any combination of the extension number(s) if one or more QCC operators are to receive the call type.
Page 118 Features For example, if your numbering plan contains extensions in the 100-149 and 200-294 ranges, and only one DSS is connected, set the first Page button to begin with extension 100 (the range includes extensions 100-149), the second Page button to begin with extension 200 (the range includes extensions 200-249) and the third Page button to begin with extension 250 (the range includes extensions 250-294).
Page 119: Group Assigned Features
Features Group Assigned Features The system offers four features that facilitate the call-handling responsibilities of groups of users. The features and the corresponding PBX System Forms used plan them are Call Pickup Groups, Form 6b Group Paging, Form 6 Group Call Coverage, Form 6d Group Calling, Form 6e See Chapter 1 for information about To determine if any of the group-assigned features is appropriate for your users,...
Page 120 Features Planning Form Instructions - Continued 2 . Write the name of a group, such as Customer Service in the "Group ID" space. (Refer to the survey analysis.) 3 . Write the extension number for each group member in the "Ext. No." column.
Page 121 Features Coverage See “Coverage* in Chapter 2 of System Coverage allows calls to users (called senders) to be covered by one or more Reference for more information. telephones (called receivers). Coverage can be individual or group assigned. These instructions are for both Individual and Group Coverage. Individual Coverage Individual Coverage allows a one-on-one arrangement in which calls from one sender are covered by one or more receivers.
Page 122 Features Assign secondary Individual Coverage for senders whose calls need less frequent coverage—for example, users who provide backup only during peak calling periods. See “Personal Lines” in Chapter 2 of Calls received on personal lines programmed for immediate or delayed ring are System Reference.
Page 123 Features Group Cover buttons are programmed on the receiver telephone for each coverage group whose calls are covered. Only Group Coverage receivers with display telephones can identify the individual sender. Non-display users can determine only that a call is from the coverage group. Three types of receivers can be programmed: Multiline telephones.
Page 124 Features Note: Group Coverage can be used alone or can be set up to work with either primary or secondary Individual Coverage, or both. This allows callers to get personal attention from the primary and/or secondary Individual Coverage receiver and backup from Group Coverage. For example, a receiver such as a secretary can have a Primary Cover button to provide Individual Coverage for a sender who is also a member of a coverage group.
Page 125 Features Planning Form Instructions - Continued In each column: Write the group number in the "Group No." space. Start with 1 and number the groups sequentially. 6. List the extension numbers of all senders in the group in the upper block. Refer to Form 2a.) 7 .
Page 126 Features Group members make themselves available to take calls by logging in and unavailable to take calls by logging out using a programmed button or dialing a code. Calls for the group are received at the telephone only when the group member is logged in and is not busy on the telephone.
Page 127 Features Planning Form Instructions - Continued 4 . To change the factory-set extension number: Write the new number in the "Renumber To" space. Locate PBX System Form 2d, System Renumbering - Special Renumbers and write the Group ID and new number in the "Renumber To"...
Page 128 Features Planning Form Instructions Under the "Hunt Type" heading on Form 6e, do one of the following: Check "Circular" to keep the Factory-set hunting pattern. Check "Linear" to change the factory-set hunting pattern. Delay Announcement Delay Announcement allows you to designate an announcement device to play messages to callers.
Page 129 Features Planning Form Instructions Under the "Message Waiting Receiver" heading on Form 6e, do one of the following: Check "No" if you are not assigning a receiver. Check the second box if assigning a receiver. Write the extension number of the the Message Waiting Receiver. (Refer to Form 2a.) Calls-in-Queue Alarm Calls-in-Queue Alarm Threshold allows you to set the limit for the number of unanswered calls that wait in the calling group queue before group members...
Page 130 Features Planning Form Instructions Under the "External Alert for Calls-in-Queue Alarm" on Form 6e: Do one of the following: Check "No" if you do not want an external alert for Calls-in-Queue Alarm and continue to the "Overflow Coverage" instructions. Check the second box to designate an external alert. Write the extension number for the alert in the space provided.
Page 131 Features Group Type determines whether or not the system automatically logs in Group Type members of a calling group following a power failure. The factory setting is no automatic system Iogin (auto Iogout). You can change the factory setting to one of the following: Auto Login.
Page 132: System Features
Features System Features See System Reference for more System features affect all users and all or most of the telephones. Record your information on system features. decisions about them on PBX System Form 6f, System Features. Transfer of Calls Options The Transfer feature allows users to transfer outside or inside calls to another telephone through the following options: Transfer Return Interval...
Page 133 Features Planning Form Instructions Under the "One-Touch Call Handling" heading in the "Transfer Options" section of Form 6f, do one of the following: Check "One-Touch Transfer" to keep the factory setting. To keep the factory-set automatic completion of transfers, check that box.
Page 134 Features Camp-On Return Time Camp-On Return Time is the number of seconds a caller waits when a person uses the Camp-On feature to complete the transfer of a call to a busy telephone. If the telephone is still busy at the end of the programmed interval, the call returns to the person who transferred the call.
Page 135 Features Planning Form Instructions Under the "Automatic Callback Interval" heading on Form 6f, do one of the following: Check "3-rings" to keep the factory-set interval. Check the second box to change the factory-set interval. Write the number of rings in the space provided. Extension Status Extension Status allows an operator, a calling group supervisor, or a Call Management System (CMS) supervisor to determine the status of a telephone at...
Page 136 Features Station Message Detail Recording Use these instructions only if connecting Station Message Detail Recording (SMDR). SMDR allows you to keep track of telephone usage. Through this feature detailed call reports are generated that include information about incoming and outgoing calls, such as date and time, the length of the call, the trunk used, the user’s extension number, the dialed number, and the account code.
Page 137 Features Inside Dial Tone Two types of inside dial tone are offered, which make it easy to distinguish an inside line from an outside trunk—system internal dial tone (the factory setting) and outside trunk dial tone. Some software applications, such as voice messaging systems, or hardware, such as modems, do not recognize the internal dial tone.
Page 138 Features CAUTION DID numbers that correspond to pool dial-out codes (or facility access codes) can be used to avoid toll restriction, leading to toll abuse and/or fraud. (See “Customer Support Information” in the front of this book for more information on security.) You can change the setting so that calls are redirected to another extension number the QCC queue...
Page 139 Features As you design each list, consider which numbers need to be called by specific groups of restricted users. Suppose you had customer service representatives with toll restricted telephones in Colorado who need to speak with customers in New Mexico (area code 505) and Arizona (area code 602). You would design a list with area codes 505 and 602 and assign the customer service representatives access to that list.
Page 140 Features You can use a “wild indicate that you want calls to an card” character to exchange restricted in every area code—for example, the 976 exchange in any state. During system programming, a “pause” (entered using the Hold button) indicates a wild card character; therefore, use the letter “p” to indicate that a wild card character should be programmed.
Page 141 Features Night Service Use these instructions only if Night Service is used for after-hours telephone operation. Night Service offers three options for after-hours telephone operation. Choose any combination of these options: Night Service with Group Assignment Night Service with Outward Restriction Night Service with Time Set Mark PBX System Forms 7a through 7 to show your option choices.
Page 142 Features When you select this option, people who need to make calls after hours must first enter a password. People who do not know the password can dial only emergency numbers that you specify, such as the telephone numbers for the police and fire departments.
Page 143 Features Planning Form Instructions On PBX System Form 7c, Night Service - Time Set, write the time of day you want Night Service truned on and off for each day of the week. Use 24-hour number, called military time - for example, 5:30 pm = 1730. If Night Service is to remain on throught the day - for example, on Sunday - don't enter an on and off time.
Page 144 Features Planning Form Instructions Review PBX System Forms 2a, System Numbering - Station Jacks and 6e, Group Calling and determine the labels needed. On PBX System Form 8b, Label Form - Stations and Calling Groups: Write the extension number for each telephone and calling group in the "Ext.
Page 145 Features Planning Form Instructions Review the analyis of question 9 on the Employee Communicaton Survey On PBX System Form 8d, System Speed Dial and System Directory: 1 . Check "No" in the "Display" column if you do not want the number displayed.
Page 146 Features In this section, you will define a set of ARS tables. This set includes a list of area codes and exchanges associated with each table, the preferred and alternate routes (if any) for each subpattern, and the FRL for each route. As you become more familiar with the calling patterns of your company, and with the intricacies of ARS, you may want to change these patterns to suit your particular installation.
Page 147: Completed Ars Worksheet
Features Number of Area Codes or Exchanges for which Trunk Pool is Used Trunk Pool No. Trunk Type Type of Dial* *T= Toll, L=Local Preferred trunk pool for toll calls (Table 17) Preferred trunk pool for locl calls (Table 18) Figure 4-1 Completed ARS Worksheet 4-42 System Features...
Page 148 Features Planning Form Instructions - Continued For each trunk pool number entered: 3. Record the type of trunk (local, FX, regional WATS, etc.) in the pool in the "Trunk Type" column. 4. Write the appropriate letter, T (toll) or L (local), in the "Type of Dial" column for the type of call that should be dialed on each trunk pool: T = Toll: Any call that has a series of digits that begins with a 1, followqed by an exchanged or area code.
Page 149 Features You’ll use the information you recorded on the worksheet to prepare the ARS About ARS Tables tables on PBX System Forms 9b and 9c. When your system is programmed for ARS, the information from these forms is entered into ARS tables stored in the system.
Page 150 Features Note: If the local telephone company requires a 1 to be dialed before placing calls to some 7-digit numbers, setting up 1 + 7 Tables speeds up call processing. However, users need to be instructed to dial the 1 if these tables are programmed and the ARS 1 + 7 Dial setting is set to “within area code.”...
Page 151 Features Because of the complexity of ARS routing, the instructions for filling out the Table Planning Forms planning forms are presented a few steps at a time with examples of completed forms shown after each group of steps. The instructions begin with the programmable tables (1 through 16) and introduce the factory-set tables midway through the completion process.
Page 152: Example One, Pbx System Form 9B
F e a t u r e s PBX System Form 9b Automatic Route Selection Tables Make copy for each table. Maximum: 16 Tables. Table No. Type of Table 6 - D i g i t Area Code Exchange 1 + 7, dialing from not within area code within area code Area Code/Exchanges...
Page 153 Features Example two: If the business plans to use Table 7 to route calls to the northeastern (band 1 ) WATS trunks as entries 001 through 015, the upper section of the completed form will look similar to the one shown in Figure 4-3. PBX System Form 9b Two, Figure 4-3 Example...
Page 154 Features Subpatterns For each table (1 through 16, and the factory-set tables 17 and 18), you can select two subpatterns that specify routes that should be used depending on the time of day. You can specify up to six routes for each subpattern. For example, you may want calls to certain area codes routed over WATS trunks during the day, and after 11 p.m., when toll rates are less expensive on basic trunks, you may want the calls routed over the main pool.
Page 155 Features The factory-set value for digit absorption is O, which means the system places a call using all the digits that the caller dialed. The values 1–11 tell the system not to dial a certain number of digits, starting with the first digit dialed by the caller. If you want the system to absorb a leading 1, assign a value of 1.
Page 156: Subpattern Example
Features Figure 4-4 Subpattern Example System Features 4-51...
Page 157 Features Because calls to the 15 area codes shown on Figure 4-4 should be placed on the cross-country WATS trunks if all the northeastern WATS trunks are busy, the number of the cross-country WATS pool, 890, is used in both cases. An FRL of 4 is assigned to restrict some users from using the cross-country WATS trunks.
Page 158: Extra Digit Example
Features PBX System Form 9b Automatic Route Selection Tables copy for each tab/e. Maximum: 16 Tables. Make Table Type of Table 6-Digit Area Code Exchange 1 + 7, dialing from not within area code within area code Area Code/Exchanges Subpattern B Time of Day Subpattern A Time of Day Absorb Pool...
Page 159 Features Planning Form Instructions - Continued 8 . If the system must absorb certain digits dialed by users to plance calls on a particular pool, enter the appripriate absorption numbner in the same row as the pool number, in the column headed "Absorb." Assign a value of 0 if you do not want absorption.
Page 160: Digit Absorption Example
Features PBX System Form 9b Automatic Route Selection Tables Maximum: 16 Tables. Make copy for each table. Table No. Type of Table 6 - D i g i t Area Code Exchange dlalmg from not wlthin area code + w!thin area code Area Code/Exchanges Subpattern A Time of Day Subpattern B Time of Day...
Page 161 Features After ARS is programmed, people in the Figure 4-6 company dial 1 + 901 + 686 XXXX to make these calls. The system absorbs the leading 1 and the area code and dials only the 7-Digit number to place these calls on one of the FX trunks. Planning Form Instructions - Continued 9.
Page 162: Modifications
Modifications To modify the system: Decide what you want to change and identify the programming needed. Complete (or revise) the appropriate PBX System Planning Forms. Program the modification using Chapter 3 of System Programming. This chapter presents a series of steps, which describe the actions you must take to add to the system the interrelated options or features you should consider the forms that must be revised or completed...
Page 163: Adding To The System
Modifications Adding to the System Adding to the system is defined as increasing its capacity or capability. This increase may mean adding more or different kinds of trunks, connecting auxiliary equipment, or installing more stations (telephones, consoles or tip/ring equipment). Step 1 Determine the specific type of trunk, auxiliary equipment, or station to be added.
Page 164: Required Trunk And/Or Station Modules
Modifications Table 5-1 Required Trunk and/or Station Modules 0 0 8 0 1 2 4 0 8 4 0 0 8 0 0 4 0 0 8 0 0 G S / L S / Loop-start trunks Ground-start trunks Tie trunks Direct Inward Dial trunks f a c i l i t i e s Emulated loop-start trunks...
Page 165 Modifications Placing additional modules in the control unit calls for a recalculation of unit loads. See System Reference for instructions. If the control unit has an available slot to the right, and the guidelines permit placement there, continue to step 5. If you must rearrange existing modules to accommodate the new one, continue to step 6.
Page 166: Adding New Trunks
Modifications Table 5-2 Adding New Trunks Complete If adding See Chapter 3, “Trunk Connections” and All columns of Form 2c, System Loop-start or “Trunk Options.” Numbering — Trunk Jacks ground-start trunks All columns of Form 2c, System DS1 trunks Numbering — Trunk Jacks and Form 3c, Outside Trunks —...
Page 167: Adding New Stations
Modifications If making more additions to the system, continue to Table 5-4. When planning is complete, continue to Chapter 3 of System Programming. Table 5-4 Adding New Stations Complete If adding See Chapter 2, lStation Jack All columns of Form 2a, System New stations Connections”...
Page 168: Pbx System Forms
Forms This appendix contains one copy of the Employee Communication Survey form and one copy of all PBX System Planning Forms. The forms are in numerical order and organized according to planning purpose as shown below. Table A-1 PBX System Forms Form Title Used for Planning rm No.
Page 169 Forms Table A-1 Continued Form Title Form No. Used for Planning Call Pickup Groups Features for User Groups Group Paging Group Coverage Group Calling Features for System-Wide Use System Features Allowed Lists Disallowed Lists Night Service — Group Assignment Night Service — Outward Restriction Night Service —...
Page 170 Employee Communication Survey Room Extension Name Name of work group (Sales, Customer Service) Please answer each question below. following Do you regularly use any of the outside lines? (Check any that apply) WATS FX (foreign exchange) None of the above or don’t know covered when you’re away from your desk? your phone calls...
Page 171 Do you have a data terminal or personal computer at your workstation? Do you expect to get one within the next year? Do you have a modem or ISDN 7500B Data Module? Do you use account codes for charge-back of calls? Please list all the codes you use (attach another sheet if necessary): Approximately how many times do you transfer calls?
Page 172 PBX System Form 1 System Planning Size of Processor Module Small — maximum 24 trunks and/or 56 stations Large — maximum 80 trunks and/or 144 stations Capacity Trunks Total Trunks T r u n k s by Module Supported M o d u l e Number of T y p e by Module...
Page 173 PBX System Form 1, Continued Control Unit Diagram Unit Load Total Unit Load Total Unit Load Total Auxiliary Power Required Auxiliary Auxiliary Power Required Power Required Y e s System Operatinq Conditions Automatic Maintenance Busy System Programming Console Disable Ext. No. Enable Logical ID Set System Date...
Page 174: Station Jacks
PBX System Form 2a Station Jacks System Numbering — Renumber System 2-Digit Selected Extension Numbers 3-Digit Set Up Space Jack Type 2 - D i g i t Renumber 3-Digit Logical Set Up Person, Location, or Function D* B Ext.No. Space Ext.No.
Page 175 PBX System Form 2a, Continued Jack Type 2 - D i g i t Set Up Logical 3-Digit Renumber Ext.No Space Person, Location, or Function Ext.No. D* B Shaded lines indicate possible operator positions. *Use Form 2b for adjuncts connected via MFM or ISDN 7500B Data Module. Factory Setting...
Page 176 PBX System Form 2a, Continued Jack Type Logical Set Up Renumber 2 - D i g i t 3-Digit D* B Ext.No Space Person, Location, or Function Ext.No. Shaded lines indicate possible operator positions. *Use Form 2b for adjuncts connected via MFM or ISDN 7500B Data Module. Factory Setting...
Page 177 PBX System Form 2a, Continued Jack Type L o g i c a l Renumber 2 - D i g i t 3 - D i g i t Set Up Ext.No. E x t . N o Space Person, Location, or Function Shaded lines indicate possible operator positions, *Use Form 2b for adjuncts connected via MFM or ISDN 7500B Data Module.
Page 178 PBX System Form 2b System Numbering — Digital/ISDN Station Adjuncts Maximum: 127 Adjuncts M L X Person, Location Function, and Equipment Factory-Set Telephone Logical ID Renumber to SAA 7500B T y p e Extension No. E x t . N o .
Page 179 PBX System Form 2b, Continued Person, Location, Telephone Factory-Set Function, and Equipment T y p e Logical ID Extension No, Renumber To SAA T/R 7500B Ext. No.
Page 180 PBX System Form 2b, Continued Person, Location, Telephone Function, and Equipment Factory-Set 7500B Logical ID Extension No. Renumber To SAA T/R Ext. No. Type...
Page 181 PBX System Form 2 System Numbering — Trunk Jacks Music-on-Hold, Maintenance Alarm, Logical ID Logical ID Source Loudspeaker Page, Logical ID Loop-Start Reliable Disconnect Prefix Toll Outmode Short Hold operator Jack Type Trunk Type Rotary Needed for Disconnect Queue (LS,GS, (Basic LS, Dial Interval...
Page 182 PBX System Form 2c, Continued Toll Prefix Outmode N o t Operator Short Hold Rotary Jack Type Trunk Type Needed for Disconnect Queue Dial (LS,GS, (Basic LS, Interval Receive Priority Logical DID,Tie, Trunk Basic GS, Telephone Number C a l l Level DS1) Number...
Page 183 PBX System Form 2d System Numbering — Special Renumbers Group Calling Pools (Form 6e) Factory-Set (Form 3b) Factory-Set Group ID Number Renumber To Number Description Renumber To Group Paging (Form 6c) Factory-Set Group ID Number Renumber To Page All 799 - 7920 Factory-Set Call Park (Form...
Page 184 PBX System Form 2e System Technician’s Run Sheet Wire Old Ext. New Ext. Person, Location, or Logical Type Miscellaneous Function...
Page 185 PBX System Form 2e, Continued Logical Wire Old Ext. New Ext. Person, Location, or Type Miscellaneous Function...
Page 186 PBX System Form 2e, Continued Logical Wire Old Ext. New Ext. Person, Location, or Miscellaneous Function Type...
Page 187 PBX System Form 2e, Continued Wire Old Ext. New Ext. Person, Location, or Logical Function Type Miscellaneous...
Page 188 qPBX System Form 2e, Continued Logical Wire Old Ext. New Ext. Person, Location, or Type Miscellaneous Function...
Page 189 PBX System Form 2e, Continued Logical Wire Old Ext. New Ext. Person, Location, or Type Miscellaneous Function...
Page 190 PBX System Form 2e, Continued Person, Location, or Logical Wire Old Ext. New Ext. Miscellaneous Function Type...
Page 191 PBX System Form 2e, Continued Wire Old Ext. New Ext. Person, Location, or Logical Type Miscellaneous Function...
Page 192 PBX System Form 3a Outside Trunks — Remote Access DID and Tie Trunks Barrier Codes for DID or Tie Trunks Remote Access Code: 889 Renumber To Barrier Codes for Non-Tie Trunks Automatic Callback Disable Enable Logical Trunk DID or Tie Non-Tie Trunk Type and Trunk...
Page 193 PBX System Form 3a, Continued Logical Trunk DID or Tie Non-Tie Trunk Type and Trunk Trunk Description Dedicated Shared...
Page 194 PBX System Form 3a, Continued Class of Restriction without Barrier Codes Non-Tie Trunks DID or Tie Trunks Restriction Restriction Outward Restrict Outward Restrict Unrestricted Unrestricted Toll Restrict Toll Restrict ARS Restriction Level ARS Restriction Level Allowed List Access Allowed List Access List N .
Page 195 PBX System Form 3a, Continued Page Class of Restriction with Barrier Codes Barrier Code Barrier Code Number Number (4 digits, O-9) Digits Digits (4 digits, O-9) Restriction Restriction Outward Restrict+ Outward Restrict+ Unrestricted Unrestricted Toll Restrict Toll Restrict ARS Restriction Level ARS Restriction Level Allowed List Access Allowed List Access...
Page 196 PBX System Form 3b Outside Trunks — Pools Maximum: 11 pools with up to 80 trunks per pool Pool Trunk Type Dial-Out Renumber Logical Trunk (Basic LS, Basic GS, Code WATS, FX, etc.) Description Factory Settings: 70 (main), 891 (dial-in tie), 892 (automatic-in tie)
Page 197 PBX System Form 3b, Continued Pool Trunk Type Dial-Out Renumber Trunk Logical (Basic LS, Basic GS, Code WATS, FX, etc.) Description...
Page 198 PBX System Form 3 Outside Trunks – DS1 Facility (100D Module) Module 3 Slot No. Module 1 Slot No. Module 2 Slot No. Type of Service Type of Service Type of Service ISDN-PRI ISDN-PRI ISDN-PRI Frame Format Frame Format Frame Format Suppression (Line Code) Suppression (Line Code) Suppression (Line Code)
Page 199 PBX System Form 3c, Continued This page intentionally left blank...
Page 200 PBX System Form 3c, Continued Slot NO. Module ISDN-Facility Options Telephone Number to Send Telephone Number ( u p t o 1 2 d i g i t s ) (up to 12 digits) Logical ID Trunk No. Test Telephone Number (up to 12 digits) Terminal Equipment Identifier (TEl) 1 -63) Timers and Counters...
Page 201 PBX System Form 3c, Continued Page _____of B- Channel Groups Maximum: 69 groups with up to 23 channels per group. Make copy for each group. Group No. (1 -69) Group No. (1 -69) Trunks Trunks B-Channel B-Channel Trunk No. Logical ID Trunk No.
Page 202 PBX System Form 3c, Continued General Business Systems T1/ISDN-PRI Planner Reference No. Customer Tel. No. Name Address AT&T DOSS Order Number Tel. No. Account Executive Tel. No. Systems Consultant T1/lSDN-PRl Vendor Name Tel,.No. Contact Installation Due Date Materials-on-Job Date AT&T Installation Contacts Tel, No.
Page 203 PBX System Form 3c, Continued MODULE 1 Line Coding (Suppression) Service Ordered or Planned B8ZS-Required for ISDN-PRI. ISDN-PRI AMI-ZCS Frame Format Line Signaling Mode ESF - Preferred. Common Channel - Required for ISDN-PRI. Required for ISDN-PRI and Robbed Bit international data transmission, Synchronization Timing D4 - May be used if required by local Loop-Required for ISDN-PRI.
Page 204 PBX System Form 3c, Continued Network Planning Map...
Page 205 PBX System Form 3c, Continued This page intentionally left blank...
Page 206 Page____ of PBX System Form 3c, Continued Non-Complex Configuration Module ____of____ Slot No. Services CHANNELS ASSIGNED TO SERVICE SUBSCRIBED TO: 10 11 12 Ground-start 13 14 15 16 17 18 19 20 21 22 23 24 (T1 only) 10 11 12 Loop-Start 13 14 15 16 17 18 19 20 21 22 23 24...
Page 207 Page _____of PBX System Form 3c, Continued Non-Complex Configuration Module _____of_____ Slot No. Services CHANNELS ASSIGNED TO SERVICE SUBSCRIBED TO: 10 11 12 Ground-start 13 14 15 16 17 18 19 20 21 22 23 24 (T1 only) 10 11 12 Loop-Start 13 14 15 16 17 18 19 20 21...
Page 208 PBX System Form 3c, Continued Non-Complex Configuration Module _____of_____ Slot No. i Services CHANNELS ASSIGNED TO SERVICE SUBSCRIBED TO: 10 11 12 Ground-start (T1 only) 16 17 18 19 20 21 13 14 15 22 23 24 10 11 12 Loop-Start (T1 only) 13 14 15...
Page 209 PBX System Form 3d Outside Trunks — Tie...
Page 210 PBX System Form 3d, Continued...
Page 211 PBX System Form 3d, Continued...
Page 212 Page _____of_____ PBX System Form 3e Outside Trunks — DID Make copies for each block Block Number (1 or 2) Type Add Digits Wink-start 0 digits Immediate-start Add these digits (any number from 1 - 9999) Expected Digits Signaling Rotary Touch-tone Invalid Destination Send to backup position...
Page 213 PBX System Form 3e, Continued...
Page 214 Page _____of_____ PBX System Form 4a Analog Multiline Telephone (Make a copy of this form for each telephone.) Person or Location Extension No. Logical ID Button Diagram Station Jack Pair Voice Announce to Busy (voice/voice) Simultaneous Voice and Data (voice/data) Even-numbered jack Ext.
Page 215 Page _____of_____ PBX Svstem Form 4b Digital/ISDN (MLX) Telephone Make a copy of this form for each telephone. Person or Location Logical ID Extension No. Adjuncts Telephone Model Headset MLX-20L Hearing-impaired handset MLX-28D™ Noisy environment MLX-10D™ Multi-Function Module (MFM) Extension No. MLX-10 Fax machine Answering machine...
Page 216 Page _____of_____ PBX System Form 4b, Continued MFM Adjunct Extension No. Person or Location Button Diagram Adjuncts Fax machine Answering machine Used as delay announcement device for calling groups Ext. No. — — — S A O r i g . 3 —...
Page 217 PBX System Form 4 Tip/Ring Equipment Make a copy of this form for each device Extension No. Person or Location Logical ID Button Diagram Type Single-line telephone Answering machine Used as delay announcement device for calling groups Ext. No. Fax machine Other Adjuncts Speakerphone...
Page 218 Page _____of_____ PBX System Form 5a (DLC) — Analog Direct-Line Console Make a copy of this form for each telephone Person or Location Extension No. Logical ID Optional Features Station Jack Pair Voice Announce to Busy (voice/voice) Call Restriction Simultaneous Voice and Data (voice/data) Unrestricted Even-numbered jack Outward Restrict...
Page 219 PBX System Form 5a, Continued Assignment of outside trunks to console buttons begins with button number 3.
Page 220 Page _____of_____ PBX System Form 5b Direct-Line Console (DLC) — Digital/ISDN Make a copy of this form for each console. Person or Location Extension No. Logical ID Optional Features Console Model Message-Waiting Receiver MIX-20L™ Pool Dial-Out Code Restriction Fax machine at MLX-28D™...
Page 221 Page _____of_____ PBX System Form 5b, Continued MFM Adjunct Person or Location Extension No. Adiuncts Fax machine Answering machine Used as delay announcement device for calling groups Ext. No. Data terminal Alert device, type SA Orig. Used as Calls-in-Queue Alarm Only device for calling groups Ext.
Page 222 Page _____of_____ PBX System Form 5 (QCC) Queued Call Console Make a copy of this form for each telephone. Person or Location: Extension No. Logical ID Adjuncts Direct station selector Number (1 or 2) Headset Hearing-impaired handset Noisy environment Message Center Operator Optional Features Microphone Operation Pool Dial-Out Code Restriction...
Page 223 PBX System Form 6a Optional Operator Features Direct-Line Console DLC Automatic Hold Operator Hold Timer Disable 60 seconds Enable seconds (10 - 59, 61 - 255) Queued Call Console Hold Return Message Center Remain on hold Operator Extension No. Return to queue Extended Call Completion Automatic Hold or Release Automatic Release+...
Page 224 PBX System Form 6a, Continued Call Types, Continued Group Coverage Calls QCC Queue QCC Queue QCC Operator to Receive Priority Level Priority Level Group Group QCC Operator to Receive (4 ) Calls (4 ) Calls Direct Station Selector Page Buttons Page Button Beginning extension for range Enter first extension number for range of 50 (1 DSS ) or 100(2 DSSs ) extensions for each Page button.
Page 225 Page _____of_____ PBX System Form 6b Call Pickup Groups Maximum 30 groups. Make additional copies if more than 8 groups are assigned. Group Number Group Number Group ID Group ID Ext. No Person or Location Person or Location Ext, No. Group Number Group Number Group ID...
Page 226 PBX System Form 6b, Continued Group Number Group Number Group ID Group ID Perosn or Location Ext. No. Ext.No. Person or Location Group Number Group Number G r o u p I D G r o u p I D Ext.No.
Page 227 PBX System Form 6 Group Paging Group No. 1 Group ID Group No. 2 Group ID Factory-Set Ext.No. 793 Renumber to Factory-Set Ext.No. 794 Renumber to Ext.No. Person or Location Ext.No. Person or Location Group No. 4 Group ID Group No. 3 Group ID Factory-Set Ext.No.
Page 228 Page _____of_____ PBX System Form 6d Group Coverage Maximum: 30 groups. Make additional copies if more than 8 groups are assigned. Coverage Delay Interval Delayed Ring Interval 2 rings 3 rings rings (1 - 2, 4 - 9) rings (1, 3 - 6) Group No.
Page 229 Page _____of _____ PBX System Form 6d, Continued Group No. Group No. Group No. Group No. Sender Sender Sender Sender Extension Nos. Extension Nos. Extension Nos. Extension Nos. R e c e i v e r s * R e c i e v e r s * R e c e i v e r s * R e c e i v e r s * Extension Nos.
Page 230 Page _____of_____ PBX System Form 6e Group Calling Maximum: 32 groups. (Make a copy of this form for each group.) Group ID Group No. (1- 32) Factory-Set Ext. No. Renumber To Stations Person or Ext. Ext. Ext. Person or Ext. Person or Person or Location...
Page 231 PBX System Form 6e, Continued Group No. Group ID Calling Group Options Hunt Type Circular Linear Delay Announcement Extension No. Message-Waiting Receiver Extension No.. Calls-in-Queue Alarm Threshold 1 call calls (2 - 99) External Alert for Calls-in-Queue Alarm Extension No. Overflow Coverage Calling Group No.
Page 232 PBX System Form 6f System Features Extension Status Transfer Options Assign to operator positions Return Time Interval 4 rings 0 rings Group Calling/CMS rings (1 - 3, 5 - 9) Hotel One-Touch Call Handling One-Touch Transfer SMDR Options Automatic Completion Call Report Format Manual Completion Basic...
Page 233 PBX System Form 6g Allowed Lists List 1 List 4 List 2 List 3 Allow To Allow To Allow To Allow To Ext.Nos. Ext.Nos. E x t . N o . E x t . N o s .
Page 234 PBX System Form 6g, Continued List 8 List 5 List 6 List 7 Allow To Allow To Allow To Allow To Ext.Nos. E x t . N o . Ext.Nos. Ext.Nos.
Page 235 PBX System Form 6h Disallowed Lists List 3 List 1 List 2 Disallow To Disallow To Disallow To Ext. Nos. Ext. Nos. Ext. Nos.
Page 236 PBX System Form 6h, Continued List 6 List 5 List 4 Disallow To Disallow To Disallow To E x t . N o s . E x t . N o s . E x t . N o s .
Page 237 PBX System Form 6h, Continued L i s t 8 List 7 Disallow To Disallow To E x t . N o s . Ext. Nos.
Page 238 PBX System Form 7a Night Service — Group Assignment Operator Ext. No. Operator Ext. No. Operator Ext. No. Operator Ext. No. Ext. Ext. Ext. Ext. Name Name Name Name...
Page 239 PBX System Form 7a, Continued Operator Ext. No. Operator Ext. No. Operator Ext. No. Operator Ext. No. Ext. Ext. Ext. Ext. Name Name Name Name...
Page 240 PBX System Form 7b Night Service — Outward Restriction Password (To keep your password private, do not fill in the blank.) Emergency Allowed List Item Item N o . Telephone No. (12 digits maximum) Telephone No. (12 digits maximum) N o . (Telephones not restricted during Night Service) Exclusion List Ext.
Page 241 PBX System Form 7b, Continued (Telephones not restricted during Night Service) Exclusion List Name Ext. No. Name Ext. No. Name Ext. No.
Page 242 PBX System Form 7 Night Service — Time D a y S t a r t T i m e * S t o p T i m e * S u n d a y ( 0 ) M o n d a y ( 1 ) T u e s d a y ( 2 ) Wednesday (3) T h u r s d a y ( 4 )
Page 243 PBX System Form 8a Label Form — Trunks Trunk No. Trunk No. Label (7 characters maximum) Label (7 characters maximum)
Page 244 PBX System Form 8b Label Form — Stations and Calling Groups Label Ext. Label Ext. Ext. Label (7 characters maximum) (7 characters maximum) (7 characters maximum)
Page 245 PBX System Form 8b, Continued Ext. Ext. Label Ext. Label Label (7 characters maximum) (7 characters maximum) (7 characters maximum)
Page 246 PBX System Form 8 Label Form — Posted Message Message Revised Standard Message Label (16 characters Maximum) N o .
Page 247 PBX System Form 8d...
Page 248 PBX System Form 8d, Continued...
Page 249 PBX System Form 8d, Continued...
Page 250 PBX System Form 8d, Continued...
Page 251 PBX System Form 8d, Continued...
Page 252 PBX System Form 9a Automatic Route Selection Worksheet Number of exchanges in your calling area Number of Area Codes or Exchanges Trunk Pool No. Trunk Type Type of Dial * for which Trunk Pool is Used * T = Toll, L = Local Preferred trunk pool for toll calls Table 17) Preferred trunk pool for local calls (Table 18)
Page 253 Page _____ of_____ PBX System Form 9b Automatic Route Selection Tables for each table. Maximum: 16 Tables. Make copy Table No. Type of Table 6-Digit Area Code Exchange 1 + 7, dialing from not within area code within area code Area Code/Exchanges - 096 Subpattern B Time of Day...
Page 254 Page _____ of_____ PBX System Form 9b, Continued Table No. Type of Table 6-Digit Area Code Exchange 1 + 7, dialing from not within area code within area code Area Code/Exchanges 054 — . . — Subpattern B Time of Day Subpattern A Time of Day Other Digits Pool...
Page 255 PBX System Form 9 Automatic Route Selection Default and Special Numbers Tables Table 17: Default Toll Table Subpattern B Time of Day Subpattern A Time of Day Absorb Pool Absorb Pool Other Digits Other Digits 1 — 2 — 4 — Table 18: Default Local Table Subpattern A Time of Day Subpattern B Time of Day...
Page 256 Index line jack type, 3-2 Account Code Entry, Forced, 4-3 Accunet Switched Digital Service, 3-18 Add digits for DID trunks, 3-41 0 (zero) Adding to the system, 5-2 and Allowed List toll restrictions, 4-34 Adjunct-extension numbers, 2-21, 2-23 , 2-25 O(zero) Adjuncts, trunk assignment to, 3-47 fixed dial code, 2-20...
Page 257 Index QCC Extended Call, 4-10 Call Park Automatic Hold codes, 4-13 DLC, 4-6 Return Time, 4-29 QCC, 4-7 Call pickup groups, 4-14 Automatic-in tie trunk pooling, 3-14 Call Report Format option with SMDR, 4-31 Automatic Maintenance Busy, 2-11 Call Restrictions, 4-2 Automatic Number Identification service, 3-18 Call types, directing calls to QCC by, 4-11 Automatic Release for QCC, 4-7...
Page 258 Index Cover button Remote Access for, 3-12 Individual, 4-16 Direct-line console Cover buttons Automatic Hold, 4-6 Group, 4-18 Extension Status lights on, 4-30 Cover Delay interval, 4-18 line button assignment to, 3-48 Coverage, 4-16 maximum numbers of, 2-15 CSU. See channe/ service unit. Operator Hold Timer, 4-6 Remote Access trunks on, 3-11 station jack for, 2-14...
Page 259 Index Extended Call Completion, QCC, 4-10 Group Assignment for Night Service, 4-36 Extended superframe format, 3-20 Group Calling, 4-20 Extension Directory labeling, 4-38 configuration for Extension Status, 4-30 Extension numbers Group Cover buttons, 4-18 and assigning DID trunk blocks, 3-42 Group Coverage, 4-17 relationship to Logical IDs, 2-12 QCC Message Center and, 4-9...
Page 260 Index Maintenance Busy, Automatic, 2-11 Manual completion One-Touch Transfer, 4-27 QCC Extended Call, 4-10 Megacom, 3-17 MERLIN Attendant Jacks for calling group, 4-21 logical IDs for trunk and station, 2-6 station jack for, 2-19 power failure transfer, 2-3 MERLIN LEGEND System Programming and Maintenance, primary operator position, 2-14 jack for, 2-9 programming, 2-9...
Page 261 Index P o o l button, 3-45 dial-out codes, 3-15 Pool dial-out code, 4-2 Pools, 3-14 Position Busy Backup for QCC, 4-10 Off-premises telephone, 1-4 Posted Message labeling, 4-39 station jack for, 2-19 Power failure transfer jacks, 2-3 One-Touch Power failure transfer jacks and logical IDs, 2-7 Hold, 4-27 Power supply module, 1-3 Transfer, 4-27...
Page 262 Index Small processor module, 2-1 SMDR. See Station Message Detail Recording. Software Defined Network, 3-17 Special access CSU setting, 3-24 Special Number Tables for ARS, 4-45 SPM. See MERLIN LEGEND System Programming and RBS. See robbed-bit signaling. Maintenance. Receivers for Group Coverage, 4-18 Station and trunk modules Redirect calls to unassigned extension numbers, 4-32 capacities, 2-4...
Page 263 Index Trunk assignment DLC, 3-48 telephones, 3-43 Trunk assignment to DLCs, 3-48 Trunk connections, 3-1 Trunk jacks T1. See Digital Signal 1 facility. coding, 3-3 T1/lSDN-PRl Planner, 3-30 logical IDs for, 2-6 Tables, ARS, 4-44 types of, 3-1 TDM. See time-division multiplex bus. Trunk labeling, 4-38 TEI.
Page 264 Index ZCS. See alternate mark inversion zero code suppression. IN-9...

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AT&T MERLIN LEGEND Communications System PBX System Planning Manual

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