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

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
RMS Programming Introduction
RMS
PROGRAMMING
5
8.4The programming screens have the following buttons:
•Send. Sends selected the programmed information to the system during a Real Time
connection.
•Receive. Retrieves selected information from the system during a Real Time connec-
tion.
•View Changes. Allows you to see the changes that have taken place on the screen
before you send them.
•Close. Allows you to exit from the programming screen.
NOTE: You can Send or Receive a single field, a row, a column or a page of data. The data
that is highlighted is the data that will be sent or received.
8.5In both Deferred and Real Time programming, you have the following 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)
•Pro-Active Maintenance (see page 6-11 for programming procedures)
•System Timers (see page 6-13 for programming procedures)
8.6In Real Time programming, the Diagnostics option is available (see page 6-2 for pro-
gramming procedures). 
8.7In many screens you can program a range of extensions or lines. To do so, highlight the
bar on the left. This highlights the entire line. To set all extensions or line for the option, select
Set Range ON. This enables the option on all the extensions. Conversely, to set the range off,
select the option and select Set Range OFF.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
RMS Extension Programming
9. RMS EXTENSION PROGRAMMING
9.1The Extension/Phone Programming drop-down list includes all of the extension
programming options. The following table lists the available Extensions options, with their
allowed values and defaults, if applicable.
 In each of the following screens, you can scroll to
the extension you want to program and fill in the fields. 
Table 5-1: 
RMS Extension Programming Values 
SECTIONPROGRAMMING OPTIONALLOWED VALUESDEFAULT VALUE
Call Handling / 
Extension Name
 
(page 17)
Extension NameUp To 10 Characters
None programmedCall ForwardingForward All Calls
Forward On No Answer
Forward On Busy
Hot LineOn or Off
Not programmedManager/SecretaryCreate Secretary extensions 
and assign Manager exten-
sions
Classes of 
Service / Pickup 
Groups
 (page 18)
Restriction ClassesDay/Night Class Of ServiceAll extensions in Class 1
Pickup GroupsPickup Group 1, 2, 3, or 4All extensions in group 1
Extension 
Settings
 (page 19)
Protected From Tones
On or Off
Extensions do not accept 
tone
Protected From PagingExtensions accept paging
Protected from general callsExtensions accept General 
calls
Extension DisconnectedConnected or DisconnectedAll extensions connected
No Call LoggingOn or OffNot programmedNo Trunk to Trunk 
Personal Caller ID ListUp to 12 extensions can be 
enabledNo stores programmed
Voice MessagingOne message box per exten-
sionNot programmed
COS overridden by System 
Speed Dial
On or Off
No override programmed
Restricted use of PAAll extensions On
Door RestrictAll extensions disabled
Voice Mail PasswordEight digitsD e f a u l t  1111
Reminder CallHH:MMNo reminders set
Extension Lock CodeFour digitsDefault 123
LanguageEnglish, French, or SpanishEnglish
Default to mid volumeOffON (extension defaults to mid 
volume)
Keypad FeedbackOn or OffON (keypad has feedback)
Port Swapping 
(page 22)Move any extension to an 
available extension interface
Not programmedPersonal Speed 
Dial
 (page 23)
Up to 12 numbers with names 
						

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ENCORE MANUAL, Issue 4.0 
– July 2002
Call Handling/Extension Name
RMS
PROGRAMMING
5
A. CALL HANDLING/EXTENSION NAME 
9.2Selecting the Call Handling/Extension Names programming option provides the follow-
ing programming options, shown below. 
•Extension Name. Assign names to extensions. When a Keyset extension receives an
internal call, its display shows the calling extension name in the place of the extension
number. 
•Forwarding Options. Allows you to enable or disable call forwarding or check
which number to which calls are being forwarded.
•Hot Line. When an extension is programmed as a Hot Line, as soon as you go off-
hook on the Keyset, the preset number is dialed. No other features can be used at a Hot
Line extension. A common application for the Hot Line feature is for a fax or modem.
The extension can be set to automatically seize a line so the fax or modem does not
have to dial 9. In this screen, you can set the number that the Hot Line extension will
dial.
•Secretary. The 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. This option allows you to indicate which extension will
serve as the Secretary for the extension being programmed. In this screen, you can set
the Secretary extension. 
Program Keys 
(page 24)Line, extension, digit, or fea-
ture keys (DND, forward all 
calls)
Reset keys to defaultAll programmable keys are 
Line keys 1-8
Phone Status 
(page 26)Names, do-not-disturb mode, 
call forwarding, ringbacks, 
reminders, passwords, and 
text messagesN/AN/A 
Table 5-1: RMS Extension Programming Values (Continued)
SECTIONPROGRAMMING OPTIONALLOWED VALUESDEFAULT VALUE 
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Classes of Service/Pickup Groups
B. CLASSES OF SERVICE/PICKUP GROUPS
9.3The following screen allows you to assign the toll restriction Class of Service options
and Pickup Groups for all extensions on the system. 
9.4The options are:
•Class of Service Day/Night. Using these fields, you can assign the extensions to a
Class of Service that will operate when the system is in Day and/or Night Mode. At
default, all extensions are in Class 1 for both day and night. The six Classes of Service
are defined as follows. (See the table on the next page for a summary.)
— Extensions in Class 1 have no restrictions placed on them.
— A extension placed in Class 2 is restricted from dialing the numbers programmed
in Table 2. (Table 2 would typically be programmed with international and opera-
tor-assisted toll digits, such as 011+ and 01+).
— A extension placed in Class 3 is restricted from dialing the numbers programmed
in Tables 2 and 3. (Table 3 would typically be programmed with toll digits, such as
1+).
— A extension placed in Class 4 is restricted to internal and emergency (911) calls
only.
— A extension placed in Class 5 is allowed to dial the codes programmed in Table 5.
(However, the extension can also be assigned Class 2 or 3 to limit some calls. This
table can include allowed area codes, office codes, and/or complete telephone num-
bers.)
— A extension placed in Class 6 is restricted from dialing codes in Table 6. (This
table would typically be programmed with local long-distance area codes. This
Class can be combined with Classes 2 and/or 3.) 
						

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ENCORE MANUAL, Issue 4.0 
– July 2002
Extension Features
RMS
PROGRAMMING
5
•Exceptions and Restrictions. View the Exceptions and Restrictions screen (shown
on page 5-40).
•Ta b l e s. Place a check mark in the appropriate boxes to designate which Tables will be
used by each extension for toll restriction.
•Pickup Groups. Program extensions to be in one of the four Pick-Up Groups. Group
members can pick up any call (internal or external) that is ringing at another extension
in the same group. (For extensions not in your Pick-Up Group, you can pick up exter-
nal, but not internal, calls. You can also pick up an external call that is ringing on a Cen-
tral Bell.) 
9.5The following chart summarizes the Classes of Service and the Tables they use:
C. EXTENSION FEATURES
9.6The following screen allows you to define the features available on an extension basis.
To enable a feature, place a check mark in the appropriate box for each extension. The pass-
word fields allow you to view and/or change the extension’s Voice mail or Extension Lock
password. The Reminder Call and Language features require you to enter or select information
to set the feature.  Table 5-2: 
Classes of Service and Associated Table
CLASSTYPE OF RESTRICTIONTA B L E  
1 No restriction N/A
2 Restrict codes in Table 2 (can be combined with Classes 5 and/or 6) Table 2 - Restricted Numbers
3 Restrict codes in Table 2 and 3 (can be combined with Classes 5 
and/or 6)Tables 2 and 3 -Restricted 
Numbers
4 Internal and Emergency calls only N/A
5 Allow codes (can be combined with Classes 2, 3, and/or 6) Table 5 - Allowed Numbers
6 Restrict codes (can be combined Class 2, 3, and/or 5) Table 6 - Restricted Numbers 
						

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ENCORE MANUAL, Issue 4.0 
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Extension Features
9.7A feature can be set for a range of extensions. For example to protect all extensions
from call waiting tones, highlight the Protect From Tones bar on the left. This causes the entire
line to be highlighted. To set all extensions for the option select Set Range ON. This enables
the option on all the extensions. Conversely, to set the range off, select the option and select
Set Range OFF. 
9.8The extension features that can be programmed using this screen include the following:
•Protected from Tones. Extensions may send busy extension a call waiting tone, pro-
vided the busy extension is not protected against receiving call waiting tones. Any user
may program his or her extension to block call waiting tones during a call.
•Protected from Paging. Protect a Keyset to prevent it from receiving pages. By
default, all Keysets may be paged. 
•Protected from General Calling. Allows you ring all extensions connected to the
Encore System. The first extension to answer is connected and the call continues as a
normal call. By default, all extension can receive General Calls. You can protect a
extension to prevent it from receiving General Calls.
•Extension Disconnected. The system assumes that all available extension inter-
faces have devices connected to them. If an extension interface does not have a device
connected, ensure correct system operation by disconnecting the extension interface in
system programming.
NOTE: When a Keyset is connected to an extension interface that is programmed as
disconnected, the Keyset display may appear as if the Keyset is connected. However,
when the handset is lifted a busy tone is heard and no options will be displayed.
•No Call Logging. If the system is equipped with a Call Logging Interface Module, a
printer or PC may be connected, which will maintain a record of incoming and outgoing
calls made on the system. Details are printed as the calls are completed. If Call Logging
is enabled, by default all calls from all extensions will be logged. However, individual
extensions can be programmed to prevent their calls being logged.
•No Trunk-To-Trunk. You may prevent individual extensions from setting up trunk-to-
trunk calls using Forward, Transfer, and Conference.
•Personal Caller ID List. You can allow up to 12 extensions to store five Caller ID
numbers each. Each of these extensions will have a separate record of calls that ring on
CO lines programmed to ring their extensions only. All leftover Caller ID storage loca-
tions will be allocated to the system-wide Central Storage.
•Voice Messaging. A Voice Messaging Module can be installed in the Encore KSU to
provide Voice Messaging, Automated Attendant service, Answering Machine service,
and customized Courtesy Service greetings. Place a check in this field for each exten-
sion that will have a voice message box.
•COS Overridden by System Speed Dial. You can allow extensions to override
their toll restriction Class of Service when they dial system speed-dial numbers. By
default, this feature is not activated on any extension. Entering numbers into the System
Speed-Dial list and activating this feature on the extensions allows the restricted exten-
sions to access these numbers.
NOTE: Numbers on an extension’s personal speed-dial list cannot override the Class
of Service restriction of the extension. 
						

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ENCORE MANUAL, Issue 4.0 
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Extension Features
RMS
PROGRAMMING
5
•Restricted Used of PA. External paging equipment (a paging amplifier and speaker)
can be connected to the system. Users can then make announcements over the external
paging equipment. Place a check in the box if you wish to restrict access to the external
paging equipment from this extension.
•Door Restrict. The Encore System has a doorstrike relay output that can be used to
operate a strikeplate mechanism, allowing users to open the door from their extensions.
The doorstrike remains open until the Open the Door timer expires (defaults to five sec-
onds). This feature determines whether the extension will be allowed to open the door.
•Voice Mail Password. View or change an extension’s Voice Messaging password.
•Reminder Call. The extension user can set a Reminder Message to ring at a specific
time. This field allows you to view or change the Reminder setting.
•Extension Lock Code. View or change an extension’s Extension Lock password.
•Language. Show keyset displays in English, Spanish, or French. The default language
is English. This option sets the Keyset’s language. However, the keyset users can manu-
ally change the keyset display.
•Default to mid volume. Volume settings are defaulted to mid volume regardless of
the volume setting at the keyset. To retain manual volume settings, remove the corre-
sponding checkbox for the extension. All extensions are defaulted to mid-volume by
default.
•Keypad Feedback. Provides keypad feedback tone. This option is ON by default.
Once the DTMF tones are established, rather by connection established or by the inter-
digit time out, the Keypad Feedback tone should be turned OFF automatically.  
						

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RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Port Swapping
D. PORT SWAPPING
NOTE: This feature is available in Real Time mode only. 
9.9If an extension interface becomes faulty, you can swap its extension programming to a
different extension. Calls for the faulty extension will be routed automatically to the new
extension. The following screen shows the default and current positions of the extensions. 
9.10 
To move an extension:
1.
Enter the extension numbers you want to swap in the From and To fields.
2.Select Send to save the change.
3.If you are on a Real Time connection, select the Initialize button to reset the values
back to default. 
						

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ENCORE MANUAL, Issue 4.0 
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Personal Speed Dial
RMS
PROGRAMMING
5
E. PERSONAL SPEED DIAL 
9.11Personal speed-dial numbers can be stored for personal use. Keyset extensions can store
up to 12 numbers and single-line extensions can store up to 10. The speed-dial numbers can be
associated with names, if desired.
9.12The following screen allows you to access the individual extension speed dial tables
and write, remove, or edit the contents. Simply highlight the field you wish to program and
enter the new information. 
9.13Numbers can contain up to 24 digits. To enter a pause in the number, use an underscore.
For example, to pause between the outgoing digit “9” and the telephone number “961-9000,”
you would enter 9_9619000. Names can have up to 10 characters.
NOTE: Do not use a pause as the first digit. 
						

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ENCORE MANUAL, Issue 4.0 
– July 2002
Program Keys/Reset Keys to Default Settings
F. PROGRAM KEYS/RESET KEYS TO DEFAULT SETTINGS
9.14There are eight Programmable keys across the top of each Keyset. These keys are pre-
programmed as Line keys.
 You can program the keys to use any feature code or extension
number.
•If you use a feature code, you can also program additional digits. If you are program-
ming the key to call an external number, remember to precede the number with a 9, an
Outgoing Group code (81-83), or a line code (51-58) to seize a line.
•If you assign an extension number to a Programmable key, the light in the key indicates
the status of the extension. When the extension is in use, the light is lit.
9.15This screen has two tabs: Program Key(s) and Reset Key(s) to Default Settings.
Program Key(s)
9.16The Program Key(s) tab, shown above, allows you to check or change the pro-
grammed settings in the keys of the specified extension. Valid entries are: 
•Line. By default the keys select the line positions 1-8. Line key 1 selects Line 1, Line
key 2 selects Line 2, etc.
•Extension. Put an extension number into the field.
•Individual digits. Enter a frequently dialed number.
•Feature Key. Create one-touch feature keys.
—
Do not disturb. Places the station in Do Not Disturb mode.
—
Forward All Calls. Forwards all call immediately. (When selected the forward
number is requested.)
—
Forward On Busy. Forwards calls when the extension is in use. (When selected the
forward number is requested.)
—
Forward On No Answer. Forwards call when the extension user does not answer
the call before a timer expires. (When selected the forward number is requested.)
—
Call Pick Up. Picks up a ringing extension.
—
External Call Pickup. Picks up an outside call.
—
Intercom Call. Places a voice call to a Keyset.