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AT&T Merlin Installation & Administration

At&t merlin identifier - installation & administration
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AT&T
®
MERLIN
Identifier
Installation & Administration

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  • Page 1 AT&T ® MERLIN Identifier Installation & Administration...
  • Page 2 Copyright © 1993 518-601-100 All Rights Reserved Issue 1 Printed in U.S.A. June 1993 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.
  • Page 3 MERLIN Identifier Always connected in parallel with MERLIN Phone System Repairs to this equipment can be made only by the manufacturers, their authorized agents, or by others who may be authorized by the FCC. [In the event repairs are needed on this equipment, please contact the AT&T National Service Assistance Center (NSAC) at 1 800 628-2888 or...
  • Page 4 Trademarks MERLIN and MERLIN LEGEND are registered trademarks of AT&T. MERLIN II, MERLIN PLUS, MLX, Partner Plus, and Spirit are trademarks of AT&T. Microsoft is a registered trademark of Microsoft Corporation. PROCOMM PLUS and Datastorm are registered trademarks of Datastorm Technologies, Inc.

  • Page 5: Important Safety Information

    Important Safety Information Never install telephone wiring during a lightning storm. Never install telephone jacks in wet locations unless the jack is specifically designed for wet locations. Never touch uninsulated telephone wires or terminals unless the telephone has been disconnected at the network interface. Use caution when installing or modifying telephone lines.

  • Page 6: Table Of Contents

    MERLIN Identifier Components and Features Supported Telephone Equipment MERLIN Identifier Database System Administration Overview Installing the MERLIN Identifier System STEP 1: Verify MERLIN Identifier Components Required MERLIN Identifier Components Optional Equipment STEP 2: Mount the MERLIN Identifier Control Unit Wire the MERLIN Identifier Control Unit...
  • Page 7 Contents Administering the MERLIN Identifier Database MERLIN Identifier Database Description Caller Names Telephone Numbers Advantages of Using the Wild-Card Character Setting Up and Maintaining the Database Maintaining the Database Directly Maintaining the Database Using File Transfers Changing the Administration Mode...

  • Page 8: Introduction

    Caller ID* service to support business operations. If your regional telephone company provides Caller ID service, your business can use the MERLIN Identifier system to do the following: Display the telephone number of an incoming call if the...

  • Page 9: Merlin Identifier Components And Features

    Review information for the last 18 calls on each of four telephone lines to ensure that callers have received timely service If the MERLIN Identifier system is used with a purchased Windows™-based contact management software application, or your own custom database management software running on a...
  • Page 10 Caller ID functions, administrative functions, and the MERLIN Identifier database. For each incoming call, the MERLIN Identifier system sends the following information to the MERLIN Identifier Displays: the last two digits of the line number on which the call was received, the time and date of the call as recorded at the Central Office, and if the caller’s exchange provides Caller ID service, the caller’s...
  • Page 11 If the caller’s MERLIN Identifier database record has a “priority flag,” the MERLIN Identifier Display can be set to beep to call attention to it. The MERLIN Identifier Display can also be set to beep at every call, or never to beep at all.

  • Page 12: Supported Telephone Equipment

    MERLIN Identifier database, and day and time of call, as it is received by the the MERLIN Identifier Control Unit. This printed copy can be used as a source of data for the MERLIN Identifier database. If desired, you can connect a PC instead of the printer to capture the Caller ID output for use in your own custom PC applications.
  • Page 13 72 hours following power loss Database Transfers The system administrator can transfer caller information between the MERLIN Identifier database and a database management system running on the Administrative PC. Both database upload and download transfers are supported using asynchronous ®...

  • Page 14: System Administration Overview

    Introduction System Administration Overview The MERLIN Identifier system administrator is initially responsible for the planning, set up, and installation of the MERLIN Identifier system. This requires the following efforts: Ordering Caller ID service for the lines to be monitored by...
  • Page 15 Introduction System Administration Overview...

  • Page 16: Installing The Merlin Identifier System

    Identifier System ® Installing the MERLlN Identifier system consists of the following installation steps: Step 1. Verifying that you have the necessary MERLIN Identifier components Mounting the MERLIN Identifier Control Unit Step 2. Wiring the MERLIN Identifier Control Unit Step 3.

  • Page 17: Step 1: Verify Merlin Identifier Components

    Your AT&T MERLIN Identifier system shipment should contain the components you ordered. Verify your shipment against the individual MERLIN Identifier parts list options found in Appendix B. At a minimum, your order should contain the following: MERLIN Identifier Control Unit and cover, 9 volt 1 ampere...

  • Page 18: Optional Equipment

    MERLIN Controller—placed on a desk, on a shelf, or mounted on a plywood sheet attached to the wall studs. If you place the MERLIN Identifier Control Unit on a desk or shelf, make sure that you have adequate space to work. If you mount the MERLIN...
  • Page 19 Installing the MERLIN Identifier System Figure 2. Mounting the MERLIN Identifier Control Unit Remove the MERLIN Identifier Control Unit and drill pilot holes in the mounting surface for the #6 x 1/2-inch self- tapping screws (supplied) or for the wall fasteners you have selected.

  • Page 20: Step 3: Wire The Merlin Identifier Control Unit

    Refer to Figures 3 and 4 as you follow the instructions below to wire the MERLIN Identifier Control Unit: Disconnect the Central office line cords from the MERLIN Controller jacks labeled “LINES” and plug them into the corresponding MERLIN Identifier Control Unit jacks labeled “C.O.
  • Page 21 Central Office line to the MERLIN Controller by plugging one end into the MERLIN Identifier Control Unit jacks labeled “TO PBX” and the other end into the MERLIN Controller jacks labeled “LINES” (see Figure 3). Disconnect the station line cords from the MERLIN Controller jacks labeled “STATlONS”...

  • Page 22: Step 4: Mount The Merlin Identifier Display Units

    Identifier Display Units MERLIN Identifier Display units can be mounted directly on a wall or to the MERLIN telephone. Refer to Figure 5 as you follow the instructions to mount the MERLIN Identifier Display units. Figure 5. Mounting the MERLIN Identifier Display Units...
  • Page 23 Installing the MERLIN Identifier System Wall Mounting To mount the MERLIN Identifier Display unit to the wall, follow the instructions below: Position the wall mounting bracket on the wall near the MERLIN telephone and an AC power outlet, and mark points for the pilot holes.

  • Page 24: Step 5: Wire The Merlin Identifier Display Units

    STEP 5: Wire the MERLIN Identifier Display Units Refer to Figure 6 as you follow the instructions to connect the MERLIN Identifier Display unit to the MERLIN telephone and to a PC. Figure 6. Wiring the MERLIN Identifier Display Units...
  • Page 25 If your PC’s serial port requires a DB25 connection, you must purchase a DB9-to-DB25 adapter. To connect a PC to a MERLIN Identifier Display, refer to Figure 6 and follow the steps below: Unplug the the MERLIN Identifier Display power cord and switch off the PC.

  • Page 26: Step 6: Connecting Administrative Components

    Installing the MERLIN Identifier System Connect one end of the modular cord into the MERLIN Identifier Display jack labeled “RS232” and the other end to the jack in the RJ11-to-DB9 adapter. Connect the DB9 adapter to the PC’s serial port, either COM1 or COM2.
  • Page 27 5-pin DIN connector. If no shelf or desk space is available for the Administrative Keyboard, mount the keyboard wall mounting brackets on the wall near the MERLIN Identifier Control Unit using the #6 x 1/2-inch self-tapping screws (supplied) and plastic wall anchors.
  • Page 28 MERLIN Identifier Control Unit or located in another room. If you want to locate the Administrative PC in another room, you will need to install a jack near the MERLIN Identifier Control Unit and another jack near the Administrative PC, and run an inside wire between the two jacks before using the procedure that follows.
  • Page 29 “Serial Port PC” adapter on the Administrative PC’s serial port and its designated wall jack. Slide the MERLIN Identifier Control Unit Administrative Mode switch to the “RS232 Admin” position. Start the Administrative PC and the communications software.
  • Page 30 Connecting a Serial Printer Depending on your MERLIN Identifier system requirements, you may also want to connect a serial printer to the MERLIN Identifier Control Unit to collect Caller ID information. The serial printer can be situated in the same room as the MERLIN Identifier Control Unit, or located in another room.
  • Page 31 Connect the RJ45-to-DB25 adapter labeled “Serial Printer” to the printer’s serial port. Do one of the following: If the serial printer is in the same room as the MERLIN Identifier Control Unit, connect a modular cord with RJ45 plugs directly between the “Printer Port Controller For use with Printer only”...
  • Page 32 Administrative PC, the same PC can be used if it has a free serial port or you install a switch box. The PC can be situated in the same room as the MERLIN Identifier Control Unit or located in another room. If you want to...
  • Page 33 Installing the MERLIN Identifier System Do one of the following: If the PC is in the same room as the MERLIN Identifier Control Unit, connect a modular cord with RJ45 plugs directly between the “Printer Port Controller Serial Port Only” adapter and the “Serial Port PC”...

  • Page 34: Step 7: Set Up Merlin Identifier Parameters

    Installing the MERLIN Identifier System STEP 7: Set Up MERLIN Identifier Parameters After the MERLIN Identifier system has been installed, the following initial system parameters must be set up: Changing the default administration password Setting up the telephone lines Setting up the serial port...

  • Page 35: Entering The Administration Password

    Installing the MERLIN Identifier System Entering the Administration Password You can access the MERLIN Identifier system administration and database functions only by entering the administration password. The password is IDENTIFIER until you change it. To enter the administration password, type the password and press <Enter>.

  • Page 36: Changing The Administration Password

    Installing the MERLIN Identifier System See Appendix A for a complete list of the MERLIN Identifier system administration and database commands. NOTE: Be sure to log off by entering (for Quit) on the Administrative Keyboard or pressing <Esc> at the Administrative PC until the prompt displays.

  • Page 37: Setting Up The Telephone Lines

    Serial printers require one of the following line terminations: Carriage return (<CR>) Carriage return plus a line feed (<CR><LF>) To set up the MERLIN Identifier Control Unit printer port, follow the instructions below: Verify the line termination required by the printer.
  • Page 38 The current printer status is displayed, either <CR> only <CR><LF>. Type to toggle the line termination between a carriage return (<CR>) and a carriage return plus a line feed (<CR> <LF>). Press <Esc> to exit the System Parameter menu. STEP 7: Set Up MERLIN Identifier Parameters...
  • Page 39 Installing the MERLIN Identifier System STEP 7: Set Up MERLIN Identifier Parameters...

  • Page 40: Administering The Merlin Identifier Database

    10-digit telephone number. NNNNNNNNNN The MERLIN Identifier database can store approximately 2500 records. Because the MERLIN Identifier database stores caller records using variable record-length format, more memory is available to store additional records when caller names are less than the 16 characters allotted.

  • Page 41: Caller Names

    Administering the MERLIN Identifier Database Caller Names All upper-case alphabetic characters and punctuation marks can be used for caller names. The MERLIN Identifier system stores database records in alphabetical order by caller name. To facilitate recognition of names on the MERLIN Identifier Displays, always record caller names in the same format—such as last...

  • Page 42: Advantages Of Using The Wild-Card Character

    901-555-41?? company’s name has been set up in the MERLIN Identifier database. Now any time a telephone order is placed from telephone numbers 555-4100 to 555-4199, the delivery service knows to send the delivery person to the same company.

  • Page 43: Setting Up And Maintaining The Database

    Setting Up and Maintaining the Database The MERLIN Identifier database enables you to match the names of frequent callers to their telephone numbers. This database can be set up in the following ways: Using the Administrative Keyboard and Display or...

  • Page 44: Maintaining The Database Directly

    Searching for a specific record to display, edit, or delete Editing an existing record Deleting an existing record Adding Database Records To add a record to the MERLIN Identifier database, follow the instructions below: Enter the administration password. Enter (for New).
  • Page 45 (Minus) Scroll to the previous caller record Display the number of records in the database The MERLIN identifier database contains the following lines to tell you when the beginning or end of the database has been reached: BEGINNING OF DATABASE...
  • Page 46 (for First) before entering the Search command. Enter the string of characters to search for. The MERLIN Identifier system displays a record with a caller name containing the search string entered. Repeating the Last Search Searches may not always display the caller record you want.

  • Page 47: Maintaining The Database Using File Transfers

    Maintaining the Database Using File Transfers The MERLIN Identifier Transfer command lets you download MERLIN Identifier database records for use in other applications or to make a backup copy of the database. The Transfer command also lets you maintain caller names and telephone numbers in a PC application and upload the records to the MERLIN Identifier database.
  • Page 48 Administrative PC. However, the following restrictions apply when uploading records to the MERLIN Identifier database: Record format must not exceed the following record format or the record will be discarded by MERLIN Identifier: PAAAAAAAAAAAAAAAANNNNNNNNNN where: is “+” to indicate a Priority record.
  • Page 49 Administering the MERLIN Identifier Database Downloading Database Records To download records from the MERLIN Identifier database to the Administrative PC, follow the instructions below: Start the communications software on the Administrative PC. Enter the administration password. Enter (for Transfer). Enter one of the following:...

  • Page 50: Changing The Administration Mode

    If you are using the Administrative PC, you can speed up administration tasks by changing the mode from Beginner (factory default setting) to Advanced. In Advanced mode, the MERLIN Identifier system does not display extended prompts or the command menu unless you type for Help.
  • Page 51 Administering the MERLIN Identifier Database Changing the Administration Mode...

  • Page 52: Troubleshooting

    Many common problems involve loose, physical connections and loss of power. Be sure to check all connections, switches, and outlets before calling for help. If you do not get caller telephone numbers on the MERLIN Identifier Display units, do the following: —...
  • Page 53 Verify that you have the correct line termination, either <CR> or <CR><LF>. If using inside wiring to connect the printer to the MERLIN Identifier Control Unit, verify that the correct inside wires and jacks are being used. Troubleshooting...
  • Page 54 “RS232 Admin” position. Verify that you are using the correct adapters and modular cords. If using inside wiring to connect the PC to the MERLIN Identifier Control Unit, verify that the correct inside wires and jacks are being used. Verify that you are using the correct PC serial port.
  • Page 55 Troubleshooting Troubleshooting...

  • Page 56: Technical Reference

    PM MERLIN Identifier Database Record Format PAAAAAAAAAAAAAAAANNNNNNNNNN Serial Printer Output Record Format LLLL NNN-NNN-NNNN AAAAAAAAAAAAAAAA MM/DD HH:MM T <CR or CRLF option> MERLIN Identifier Display Output Record Format LL NNNNNNNNNN AAAAAAAAAAAAAAAA MM/DD HH:MMT <CR> MERLIN Identifier System Record Formats...
  • Page 57 MERLIN Identifier system components. Adapters are identified by their labels. NOTE: All modular cords supplied with the MERLIN Identifier system components are polarized—other similar-looking modular cords may not be compatible with the adapter pin configurations. Serial Port Controller (RJ45-to-DB9)
  • Page 58 Technical Reference Serial Port PC (RJ45-to-DB25) RJ45 Female DB25 Female Pin 5 Yellow Pin 4 Pin 3 Green Black Pin 2 Printer Port Controller—For Use with Printer Only (RJ45-to-DB9) RJ45 Female DB9 Female Pin 8 Yellow Pin 3 Pin 5 Green Serial Printer (RJ45-to-DB25) RJ45 Female...
  • Page 59 Technical Reference MERLIN Identifier Command Reference The following tables define the MERLIN Identifier system administration commands and indicate whether a command is only available for administering the MERLIN Identifier system by the Administrative PC. Main Menu Commands Admin. Command Description PC Only Deletes the current database record.
  • Page 60 <CR><LF>. (Help) Displays the commands available for the current menu. Changes the database password. (Password) Displays all four line numbers. (Display) Sets the first line number. (Line 1) Sets the second line number. (Line 2) MERLIN Identifier Command Reference...
  • Page 61 Command PC Only Displays the commands available for (Help) the current menu. (Receive) Initiates a file download to the MERLIN Identifier database. Initiates a file upload from the MERLIN (Send) Identifier database. (Text) Specifies a plain ASCII text file transfer.

  • Page 62: Parts Reference

    Parts Reference ® The following tables show the parts included with each MERLIN Identifier system component package. Controller Assembly with Administrative Display and Keyboard PE Code 6128 KBD COM Code 406 891 556 Parts Name Quantity Controller 1 (with mounting plate) #6 x 1/2"...
  • Page 63 #6 x 1/2" Self-Tapping Screws 3 (for mounting Controller) 4 (Controller to MERLIN) Cable phone 8-conductor x 7' 6 (Controller to MERLIN CO Cable phone 4-conductor x 7' lines) and RS232 connections Power Adapter 9V 2.5mm plug 1 (9 Volt 1 Amp plug—Black)
  • Page 64 Parts Reference Display Assembly with Phone Mounting PE Code 6128 BKT COM Code 406 891 598 Quantity Parts Name Mounting Bracket with knob Velcro Database Management Software PE Code 6128 SFW COM Code 406 891 721 Quantity Parts Name Software Documentation Printer Option PE Code 4200 572...
  • Page 65 Display 406 891 929 Fixture, Display Wall Mount Keyboard 101 406 891 655 Manual, MERLIN Identifier 406 891 713 Installation and Administration MERLIN Identifier User’s Quick 406 891 705 Reference for Display Software, Database Management 406 891 721 Parts Reference...

  • Page 66: Merlin Mlx Telephone Wiring

    MLX set to be connected to a MERLIN Identifier Display unit. Figure 9 shows the location of the 104A termination outlets with respect to the other MERLIN Identifier system components. Figure 10 shows the internal “strapping” required for the 104A termination outlets.
  • Page 67 To MERLIN LEGEND Control Unit Station Jack (Controller End) (Controller End) MERLIN Identifier MLX Set Display (Display End) (Display End) Installer Wiring (“Strapping”) Figure 10. 104A Termination Outlet Strappings to Connect MERLIN LEGEND MLX Sets to MERLIN Identifier MERLIN MLX Telephone Wiring...
  • Page 68 AT&T 518-601-100 Graphics © AT&T 1988...

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