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Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual

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    							Page 3-43
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Manager/Secretary
    FEATURES
    3
    26. MANAGER/SECRETARY
    26.1The Manager/Secretary feature is a set of programming options used to maximize the
    efficiency with which two people work together. It is typically used for a manager/secretary
    partnership.
    26.2To activate the Manager/Secretary feature, it is necessary to first combine the Manager
    and Secretary Extensions. When the Manager/Secretary combinations are programmed, the
    Secretary may answer calls ringing on the Manager‘s Extension by pressing a key that is pro-
    grammed with the manager’s number. See page 4-23 for programming information.
    26.3The Secretary can call the Manager, while the Manager’s Extension is idle, by pressing
    the key. Also, the Secretary can see the status of the Manager’s Extension from the key light
    (lit if the extension is busy, and flashing if ringing).
    26.4Other system features that may be used in the Manager/Secretary partnership include:
    •Programming a dedicated line for the Manager (so that no other extension may make or
    receive calls on that line)
    •Programming the Manager‘s Extension with a key for paging or calling the Secretary’s
    Extension
    •Programming the Manager’s Extension to forward all calls to the Secretary
    26.5 
    To program a key to answer the Manager’s calls:
    1.
    At the extension programmed as the Secretary, press the PROGRAM key.
    2.Scroll to and select Key Programming.
    3.Select the Programmable key you want to program.
    4.Select Extensions.
    5.Enter the Manger’s extension number
    6.Select Confirm.
    7.Press the Speaker key to finish programming.
    27. ROOM MONITOR
    27.1Extensions 20 and 21 can call an extension with Room Monitor activated and listen to
    the room through the handset receiver. 
    27.2 
    To monitor a room using a keyset:
    1.At the Keyset in the room you wish to monitor,
     scroll to and select Room Monitor.
    Lift the handset and leave it off-hook.
    2.At the extension from where you want to listen, dial the number of the extension where
    you set up Room Monitor.
    27.3 
    To monitor a room using a single-line set:
    1.At the single-line set in the room you wish to monitor,
     lift the handset and dial 4 8.
    Leave the handset off-hook.
    2.At the extension from where you want to listen, dial the number of the extension where
    you set up Room Monitor.
    27.4 
    To cancel room monitoring:
    Hang up the handset at both extensions. 
    						
    							Page 3-44
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Operator Extension
    28. OPERATOR EXTENSION
    28.1The system has one operator (Extension 20). The operator extension provides the fol-
    lowing services:
    •Can be called by dialing “0”
    •Places the system in night mode or day mode
    •Can intrude on a trunk-to-trunk call in progress
    •Controls the Answering Machine message box
    •Forwards Hunt Group calls
    A. DAY SERVICE/NIGHT SERVICE
    28.2The Day Service/Night Service feature allows you to change the extensions which ring
    on incoming calls, change the Class of Service at each extension, and change the voice greet-
    ing heard by callers, (if you have Voice Messaging installed). These changes can take place
    each day automatically at pre-programmed times, or can be invoked manually, as described
    below. 
    28.3 
    To manually turn night service on or off:
    At Extension 20, select Night Service.
    B. INTRUDE
    28.4The Intrude feature is only available from Extension 20, and is used to monitor a call
    involving two lines (trunk-to-trunk call). This occurs when an outside call is transferred or for-
    warded to an outside line. 
    28.5 
    To intrude on a trunk-to-trunk call:
    1.
    Select one of the lines by pressing its Line key
    2.Select Intrude on the display. You are connected to the parties in a three-way conversa-
    tion. 
    						
    							Page 3-45
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Using the Answering Machine
    FEATURES
    3
    C. USING THE ANSWERING MACHINE
    28.6This service acts as an answering machine. It can be used for answering incoming calls
    and record messages for selected lines. All messages received are stored in a system voice
    message box, which is controlled by Extension 20. The user at Extension 20 can do the follow-
    ing:
    •Customize the greeting for the message box. The greeting may ask callers to dial an
    extension number, in which case the call will be transferred through to that extension.
    •Turn the Answering Machine service on and off at any time. (Its operation is indepen-
    dent of Day/Night Mode operation.) If desired, this feature can be turned on perma-
    nently, so that calls that are not answered for a programmable period (see page 4-12 for
    timer programming), are answered by the Answering Machine. To change the answer-
    ing machine timer, refer to page 4-12. 
    NOTE: Extension 20 can have its own voice message box, accessed by using extension num-
    ber 20. The Answering Machine has its own voice message box, accessed by using extension
    number 0. Both can have their own Voice Messaging passwords.
    28.7 To turn the answering machine on and off:
    Scroll to and select/deselect Answering Machine to turn the Answering Machine on
    or off.
    28.8 
    To change the greeting on the answering machine:
    1.
    Press the MESSAGE # key.
    2.Select Voice Messages.
    3.Enter 0 as the voice message box number.
    4.Enter your Voice Messaging password, (1111 by default), followed by #.
    5.Select Greeting.
    6.Select Record Greeting.
    7.Speak to record a personalized greeting when prompted.
    8.Press Confirm.
    9.Press the Speaker key to finish programming.
    28.9Messages stored on the Answering Machine can be retrieved from Extension 20 only.
    When messages have been left, the Message Waiting Light on Extension 20 will be lit and
    “Voice Messages” will appear on the top line of the display.
    28.10 
    To retrieve messages left on the answering machine:
    1.
    Select Voice Messages.
    2.Enter 0 as the extension number.
    3.Enter the Voice Messaging password and select the option you require. (See page 3-20
    for details instructions on retrieving voice messages.) 
    						
    							Page 3-46
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Hunt Group Forwarding
    D. HUNT GROUP FORWARDING
    28.11The Hunt Group feature allows you to have groups of extensions answering different
    lines (as described on the next page). 
    28.12Hunt Group calls can be forwarded to an extension or outside number at Extension 20,
    as described below. Normally, you would use either the Forward No Answer or Forward When
    Busy option. This allows you to set up an “overflow” destination for call when the hunt group
    members do not answer or all members are busy.
    28.13 
    To set up hunt group forward:
    1.
    Scroll to and select Hunt Group Forward.
    2.Select the desired Hunt Group. (If selecting Group 4, you must press the Scroll down
    key (
    ) to see it.)
    3.To select the type of Forward you want to use, select one of the following:
    •Forward All Calls
    •Forward When Busy
     •Forward On No Answer
    4.Enter the extension or outside number to which the calls are to be forwarded. If you are
    forwarding to an external number first dial a line access code, (9, 51, 81, etc.), and then
    the number.
    5.Press the Speaker key to finish programming.
    NOTE: Individual extensions in a Hunt Group cannot forward calls that ring in to the Hunt
    Group. Also, when “Hunt Group Forward” is enabled, there is no indication given on Keyset dis-
    plays.
    29. HUNT GROUPS
    29.1The Hunt Group feature allows you to have groups of extensions answering different
    lines. 
    29.2The calls to the Hunt Group are presented in cyclical order to the extensions in the
    group. That is, the first call is presented to the first extension on the list, the next to the second
    extension, and so on. If a hunt group member is busy or does not answer, the call will move
    down the list to the next extension.
    29.3Hunt Groups are programmed during database programming. See page 4-27 for pro-
    gramming information.
    29.4Hunt Group calls can be forwarded to an extension or outside number at Extension 20,
    as described on the previous page. Normally, you would use either the Forward No Answer or
    Forward When Busy option. This allows you to set up an “overflow” destination for call when
    the hunt group members do not answer or all members are busy.
    NOTE: The lines and extensions programmed in a Hunt Group are exclusive to that Hunt
    Group and cannot be placed in another Hunt Group. Calls can be transferred to an individual
    extension in a Hunt Group from an extension outside the Hunt Group, but not to the Hunt Group
    as a whole. 
    						
    							Page 3-47
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Call Logging
    FEATURES
    3
    30. CALL LOGGING
    30.1If the system is equipped with a Call Logging Module, a printer or PC may be con-
    nected, which will maintain a record of incoming and outgoing calls made on the system.
    Details are printed as the calls are completed. See page 4-11 for programming information.
    30.2Call Logging can be programmed to ignore calls from certain extensions. To prevent
    call from being logged, see page 4-11.
    30.3Call Logging uses the V24 module.
    30.4Calls are printed out in the following format as they are completed:
    30.5The explanation of the data output is as follows:
    123456789
    O/G01/10/0112.00:0100:00:30L01S21S21:000.001234567
    O/G01/10/0112.00:1000:01:56L02S25S25:000.00567890
    I/C01/10/0112.01:1300:06:32L03S22S24:000.00
    Table 3-8: Call Logging Data Output Description
    COLUMN #DATA OUTPUT EXPLANATION
    1Incoming (I/C) or Outgoing (O/G) Call
    2Date (day/month/year)
    3Sta r t  Ti me
    4Duration of the Call
    5Line Used
    6Initiating Extension
    7Terminating Extension
    8Not Used (Reserved for future use)
    9Digits Dialed 
    						
    							Page 3-48
    Features
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Call Logging 
    						
    							Page 4-1
    Keyset Programming
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    KEYSET
    PROGRAMMING
    4
    Keyset Programming
    CONTENTS PAGE
    1. Introduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
    2. The Programming Keyset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-3
    3. Beginning the Keyset Programming Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-4
    4. System-Wide Programming  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-5
    A. System Time and Date  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-7
    B. Language Setting for Keyset Displays  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-7
    C. System Programming Password  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-7
    D. Programming Position   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-8
    E. System Speed-Dial Numbers  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-8
    F. Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-9
    G. Set the Music-On-Hold Option   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-10
    H. Line Key Lights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-10
    I. System Greetings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-11
    J. Call Logging Enable/Disable  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-11
    K. System Timers   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-12
    L. Doorphone Equipped/Unequipped  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-13
    M. External Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-13
    N. Caller ID Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-13
    O. Class of Service Access Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-13
    P. Local Area Codes  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-14
    Q. System Reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-14
    R. V24 Baud Rate  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-14
    S. Sales and Service Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-15
    T. Voice Mail (VM) Capacity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-15
    U. Group Divert to VM  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-15
    V. 911 & Extension Sending  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-15
    5. Extension Programming  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-16
    A. Extension User Names  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-18
    B. Classes of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-18
    C. Call Waiting Tones  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-18
    D. Paging and Intercom Calls  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-19
    E. General Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-19
    F. Doorstrike  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-19
    G. Pick-Up Groups   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-20
    H. Caller ID Storage Allocations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-20
    I. System Speed-dial Numbers Override Toll Restriction  . . . . . . . . . . . . . . . . . . .  4-20
    J. Voice Message Box Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-21
    K. Disconnected Extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-21
    L. No Call Logging  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-21
    M. No Trunk-To-Trunk Calls  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-22
    N. Extension and System Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-22
    O. Restrict Use of Paging Equipment  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-22
    P. Port Swapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-22 
    						
    							Page  4-2
    Keyset Programming
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    CONTENTS PAGE
    Q. Hot Line Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-23
    R. Manager/Secretary Combinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-23
    S. Keypad Feedback  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-23
    6. Line Programming   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-24
    A. Day/Night Ringing for Incoming Calls   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-25
    B. Day/Night Central Bell Ringing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-25
    C. Outgoing Line Restriction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-25
    D. Equipped/Unequipped Lines   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-26
    E. Incoming-Only Lines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-26
    F. Outgoing Line Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-26
    G. PBX Access   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-27
    H. Hunt Groups  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-27
    I. Answering Machine Lines  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-28
    J. Courtesy Greeting Source and Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-28
    K. Caller ID Names and Routing   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-29
    L. Alternate Routing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-29
    M. Automated Attendant  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-30
    N. CO Line Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-31
    7. System Program Planning Sheets   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-32
    8. Extensions Program Planning Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-36
    9. Line Program Planning Sheets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-37 
    						
    							Page 4-3
    Keyset Programming
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Introduction
    KEYSET
    PROGRAMMING
    4
    1. INTRODUCTION
    1.1This section of the manual explains how to program the system. The default values of
    the Encore System reflect a typical installation, therefore the system only requires minimal
    programming before startup. Some installations will require additional programming to enable
    special features and make changes to meet the customers special needs.
    1.2Programming that 
    must be completed after initial installation include:
    •Disconnect line interfaces that have no CO lines connected.
    •Program incoming ringing and line access.
    •Set up Voice Messaging and/or Answering Machine, if used.
    •Program the Doorphone, if installed.
    •Program the paging equipment position, if installed.
    NOTE: Programmers or technicians must be certified on the Encore System to receive techni-
    cal support. 
    1.3If you prefer to program using a PC, you can use the Encore Remote Management Soft-
    ware (RMS). RMS provides most of the programming options in addition to remote mainte-
    nance and diagnostics features. 
    1.4Refer to “RMS Programming” on page 5-1 for information on using RMS for program-
    ming system features. Where appropriate in this chapter, page numbers are provided for corre-
    sponding RMS programming options. 
    2. THE PROGRAMMING KEYSET
    2.1At default, Extension 20 is the Programming Extension, and it has access to all of the
    system programming options. If programming is attempted from any other extension, the dis-
    play will show 
    Programming Refused. Because Extension 20 also serves as the system opera-
    tor, you may wish to change the Programming Extension to a different Keyset (seepage 4-8). 
    						
    							Page 4-4
    Keyset Programming
    ENCORE MANUAL, Issue 4.0 
    – July 2002
    Beginning the Keyset Programming Session
    3. BEGINNING THE KEYSET PROGRAMMING SESSION
    3.1You can gain access to all system programming options by pressing the PROGRAM
    key on the Keyset connected to Programming Extension. While programming, the Scroll Up
    (
    !) and Scroll Down () keys may be used to scroll between the various screens.
    3.2 
    To begin programming:
       1.
    From the Programming Extension, press the PROGRAM key.
    2.Press the Scroll Down Key () until System Programming is displayed. 
    3.Select System Programming.
    4.When prompted, enter the System Programming password, which is 1111 by default.
    NOTE: You can also enter system programming by dialing # # 1111 at the Program-
    ming Extension and selecting 
    Send Digits. 
    ALSO: Where appropriate, page numbers for corresponding options in RMS Program-
    ming are shown.
    5.A screen appears offering options to configure the overall system, the extensions, or the
    lines. Select the desired option.
     •System. Provides programming options that affect the system operation. Instruc-
    tions for these programming options begin on page 4-5.
     •Extensions. Provides programming options that affect extensions. Instructions
    for these programming options begin on page 4-16.
     •Lines. Provides programming options that affect incoming CO lines. Instructions
    for these programming options begin on page 4-24. 
    						
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