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

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Drop-Down Menus
RMS
PROGRAMMING
5
A. DROP-DOWN MENUS 
5.2The drop-down menus include the File, Options, Deferred, and Real Time options, as
described below. 
File Menu 
5.3This menu contains only the Exit option, which allows you to close the RMS applica-
tion. 
Options Menu 
5.4The Options menu contains four options: COM port Setup, Database, System Configu-
ration, and Product Information. Each is described in detail below and on the following pages.
•COM Port Setup. This option opens the following dialog box. Select the COM port
(on your PC) that is connected to the V24 Module. This is usually COM1. 
•Database. This option opens the Active Database dialog box shown below. The file
name shown at the top of the dialog is the path and file name of the default system con-
figuration file. 
You have the following options: 
—Browse. Browse for other system configuration files. When selected, they are dis-
played in the filename display window.
—Save Database As. Saves the active database under another file name.
—Start. Starts using the database file shown in the File Name field.
—Reset to Factory Database. Returns the database to default (factory) values.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Drop-Down Menus •
System Configuration. This opens the System Configuration dialog box shown
below. The screen shown here is used for Deferred programming. The screen used for
Real Time connections has different options, as described on page 5-10. The file name
for the database being programmed is shown at the top of the screen. The current sys-
tem configuration programmed in that database is reflected in the other sections of the
window. 
You can change the configuration using this screen, if necessary.
—Expansion Slot 1-3. For each Expansion Slot you have the ability to select either
PSTN (Line Card) or None, depending upon whether or not a Line Card is
installed.
—Extension Cards 1 and 2. If there is a check mark in the box next to an Exten-
sion Card, that slot is equipped. In addition, the associated Expansion Slot (9 or 10)
will also be activated.
—Expansion Slots 9 and 10. If the associated Extension card is checked, you can
select PSTN or None for the Expansion Slot, just as you did for Expansions Slots
1-3 above.
—OK and Cancel. Select OK to save your changes and exit. Select Cancel to exit
without saving any changes. 
•Product information. This displays the screen shown below. It shows the version of
Remote Management Software currently being used.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Deferred Mode and Real Time Modes
RMS
PROGRAMMING
5
B. DEFERRED MODE AND REAL TIME MODES 
5.5The Remote Management Software offers different options when connected to a live
system than when operating off-line. Off-line connections are defined as “deferred mode”
because the changes you make are deferred until you upload the new database. On-line pro-
gramming is done in “real time mode.”
5.6You have three ways to select the mode:
•Ta b s. Select the Deferred or Real Time tab.
•Menu options. Select the Deferred or Real Time drop-down menu option.
•Function keys. Press F1 for Deferred or F2 for Real Time.
5.7The two modes are explained on the following pages.
NOTE: Before doing any programming in Deferred mode, after previously being in RealTime
mode, do one of the following:
•Exit and restart RMS.
•Reset to the factory defaults.
6. RMS DEFERRED MODE
6.1The deferred screen is the first screen shown when the Remote Management Software
is started. 
6.2The following options are available:
•Extension/Phone Programming (see page 5-16 for programming procedures)
•Line Programming (see page 5-27 for programming procedures)
•System Programming (see page 5-36 for programming procedures)
•Pro-Active Maintenance (see page 6-11 for programming procedures)
•System Timers (see page 6-13 for programming procedures)
•Exit. Closes the application. When selected, you are given the option of saving the
database to a file.
6.3The Deferred screen allows you to generate off-line system configurations. These com-
pleted configurations may be stored as a file and downloaded to a live system, either locally or
remotely, at a later time.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
RMS Real Time Mode
7. RMS REAL TIME MODE
7.1In Real Time mode, you must first set up a connection with the system you want to pro-
gram (before beginning the programming session). 
NOTE: If you later decide to program in Deferred mode, after previously being in RealTime
mode, do one of the following:
•Exit and restart RMS.
•Reset to the factory defaults.
A. SETTING UP THE CONNECTION
7.2The Real-time screen window contains the following options. 
•Local - Connect. When selected this allows the Remote Management Software to
communicate directly with a system via the V24 connection.
•Remote. The Remote connection settings are as follows:
—Telephone Number. Allows you to enter the telephone number of the remote
system.
—Options - Modem. Use this drop-down list box to select the modem speed before
calling the remote site. You have the choice of the following three speeds: 7.2k,
9.6k, or 300 baud. (The default speed is 7.2k.)
—Dial. Dials the number displayed in the telephone number field.
—Connect. Used when the call to the remote site has been answered and the remote
modem answer tone is heard. The remote tone is returned to the local system when
the remote user transfers the incoming call rings in directly or is transferred to the
internal system modem, as described on the next page. 
—Cancel. Allows you to disconnect the call when the number you are dialing is
unavailable and you wish to redial without exiting the application. 
•Exit. Closes the application. You will be given the option of saving the database to a
file.
NOTE: If you select EXIT while connected to a system, you are offered the option of saving the
configuration file of the system to a file. If you have made no changes, select NO. Saving a file
without naming it will overwrite the default configuration file. 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Connecting to the KSU
RMS
PROGRAMMING
5
B. CONNECTING TO THE KSU
7.3To make a direct connection to an on-site KSU, simply select the Connect button in
the Local area of the Real Time tab. To make a remote connection, follow the steps shown
below.
7.4 
To connect to a remote KSU:
1.
Enter the remote system number in the Telephone Number field.
2.Select Dial. One of the following will occur:
 •If a user at the remote site answers the call, ask the user to transfer the call to 491
for V29 7.2 speed (default), 490 for V29 9.6 speed, or 492 for V21 speed.
 •If your Maintenance Center telephone number has been programmed into the
remote system, and the number is matched from the incoming Caller ID informa-
tion, the modem will return the 7.2k modem tone automatically if you are using
V29 7.2 speed. 
3.When you hear remote modem answer tone, select Connect from Remote area of the
Real Time tab to complete the connection. A status bar, like the one shown below, is
displayed above the main screen window. This indicates the status of the connect
sequence in Local and Remote modes of operation. The background color for the status
bar should always be GREEN when connecting. In the event of a communications error
the bar will be RED. The status bar also shows the time and date of the last access to
the system by Remote Management Software or by a station using Call Manger. The
screen below shows that a station user was the last to access the system. 
4.When the programming screen appears, as described on the next page, you can begin
programming the remote system.
7.5When connected to the local or remote system, the application retrieves the system’s
configuration parameters and displays them at the top of your PC’s screen using the following
chart. The type of card installed in each location is indicated in the chart. Locations 1 and 2 are
the PSTN (Line Card) slots on the connected system’s CPU. Location 3 is unused. Locations 9
and 10 are the Line Card connections on the Extension Cards.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Real Time Programming Screen
C. REAL TIME PROGRAMMING SCREEN
7.6The Local or Remote Connection programming screen appears as soon as the connec-
tion is complete. 
7.7The screen has the following programming options:
•Extension/Phone Programming (see page 5-16 for programming procedures)
•Line Programming (see page 5-27 for programming procedures)
•System Programming (see page 5-36 for programming procedures)
•Diagnostics (see page 6-2 for programming procedures)
NOTE: The Ram Contents button is provided for certified service technicians work-
ing in conjunction with Inter-Tel technicians. 
•Pro-Active Maintenance (see page 6-11 for programming procedures)
•System Timers (see page 6-13 for programming procedures)
•Close. Closes the application. You will be given the option of saving the database to a
file.
7.8It also has an Options drop-down menu with the following five options:
•Database. This option opens the Active Database dialog shown on page 5-5. The file
name shown at the top of the dialog is the path and file name of the default system con-
figuration file. You have the following options:
—Browse. Browse for other system configuration files. When selected, the files are
displayed in the filename display window.
—Save Database As. Saves the active database under another file name.
—Start. Start using the database file shown in the File Name field (after changing it).
—Reset to Factory Database. Return the database to default (factory) values. 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Real Time Programming Screen
RMS
PROGRAMMING
5
•System Configuration. Opens the System Configuration dialog box, as shown
below. It is similar to the screen shown on page 5-6, except that it shows the current
configuration of the system as well as the database being used. The file name, for the
database being programmed, is shown at the top left of the screen. The connected KSU
software version is shown on the top right of the screen. The current configuration of
the 
system being programmed is reflected in the right side of the screen. You can
change the configuration, if necessary. The left side shows the configuration of the
database being programmed.
You have the following System configuration options:
—Expansion Slot 1-3. For each Expansion Slot you have the ability to select either
PSTN (Line Card) or None, depending upon whether or not a Line Card is
installed.
—Extension Cards 1 and 2. If there is a check mark in the box next to an Exten-
sion Card, that slot is equipped. If equipped, the associated Expansion Slot (9 or
10) will also be activated.
—Expansion slots 9 and 10. If the associated Extension card is checked, you can
select PSTN or None for the Expansion Slot, just as you did for Expansions Slots
1-3 above.
—Other - Voice Module Fitted. Shows whether the Voice Messaging Module has
been installed.
—Match. If the database values do not match the system, you can select the Match
button to update the database file to the system configuration. 
—OK and Cancel. Select OK to save your changes and exit. Or select Cancel to
exit without saving any changes. 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Real Time Programming Screen •
Download Flash. Opens a dialog box that allows you to send system software to the
local system’s flash memory. The system software is identified by the numbers 1 and 2.
The system has two flash EPROMS on board, the flash download file ending in the
number 1 is destined for EPROM 1 and the flash download file ending in number 2 is
destined for EPROM 2. Full download files are identified as 
FDL files and patch down-
load files are identified as 
PDL files. For example if the version of the software being
downloaded is version 1.70, the files associated with a full download would be
170_xxx1.FDL and 170_xxx2.FDL, where xxx is the revision level for that particular
release. Where patch download is concerned, it is possible to send file changes to one or
both of the EPROM’s. 
 Download options are:
—Select the File to Download. Locate and highlight the file you wish to down-
load, using the field below the file name.
—Download Flash (Direct connections only). Downloads the system software
from your PC. When you select Download Flash to initiate the download
sequence, the files from your PC are automatically downloaded. 
—Download Patch. Used for partial downloads. The files being downloaded are
not the complete system files, but sections relating to changes required for specific
functions and fault resolutions. When you select Download Patch to initiate the
download sequence, the files from your PC are automatically downloaded. 
NOTE: The download causes the connection between the PC and the KSU to drop.
Approximate throughput times for data rates are: 
— Flash download of full system software duration should take about 25 minutes.
— Patch download depends upon the size of the patch file. 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Real Time Programming Screen
RMS
PROGRAMMING
5
•Send Database. Opens a dialog box that allows you to send a database to the system.
You can choose to send the entire database to the system being configured or you can
send sections of the active database. 
You can use the following options:
—System, Line, Phone, and Send Selected. Select the System, Line, and
Phone information you want to have downloaded by placing check marks in the
appropriate boxes. (If necessary, you can select Uncheck Selected to remove all
check marks and start over.) Then select Send Selected. The Status field will
show you what is being sent. When completed, a message will pop up to tell you
the Send is complete.
—Send All. To send the complete database, select Send All. The Status field will
show you what is being sent. When completed, a message will pop up to tell you
the Send is complete.
—Abort Send. If necessary, you can stop sending the database. The Status field will
show you what is being sent. When you select Abort Send, the current database
section will complete sending and then the Send operation will stop. When the
Send is stopped, a message will pop up to tell you the Send was aborted.
—Close. Select this to exit from the Send Database window. 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
RMS Programming Introduction •
Receive All. Used to receive the full database from the connected system. 
You have the following options:
—Receive All. Begin uploading information to your PC. A status message, like the
one shown below, displays what is being received.
—Abort Receive. Stops receiving the database. The Status field displays what was
being sent. When you select Abort Receive, the current database section com-
pletes sending, then the Receive operation stops. When the Receive stops, a mes-
sage appears informing you the operation was aborted.
—Close. Exit from the Receive All window. 
8. RMS PROGRAMMING INTRODUCTION 
8.1This section explains how to program the system using the RMS software. 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 needs.
8.2 
To perform programming that must be completed after initial installation:
Complete step 10 on page 33.
NOTE: Programmers must be certified on the Encore System to receive technical support. 
8.3An example programming screen is shown below.