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Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual
Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual
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Page 2-31 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Call Logging Interface INSTALLATION 2 F. CALL LOGGING INTERFACE 9.16If desired, an optional Call Logging Adapter and a output device (printer, terminal, etc.) can be connected to the Encore System to provide call records. The device allows the program- mer to print useful call information. See page 3-47 for more details. 9.17The Call Logging connection is programmable to use 4800, 9600, or 19200 (default) bps. Other communications settings are: 8 bits, no parity, and 1 stop bit. 9.18The Call Logging Interface is attached to the CPU using a V24 Adapter and a 3-foot (1- meter) RJ22-to-RJ22 cable, as shown below. NOTE: A standard DB-9 to DB-25 converter connector can be used to connect the external serial port to output device that is not equipped with a DB-9 connector. 9.19The V24 Adapter has the following pinout: G. PROGRAMMING INTERFACE 9.20If desired, the V24 Adapter (shown above) and a PC with Remote Management Soft- ware can be connected to an Encore Keyset to provide remote programming and maintenance. For details, refer to “RMS Programming” on page 5-1. Table 2-4: V24 Adapter Pinouts V24 CONNECTOR PIN DESCRIPTION 25-PIN CONNECTOR Pin 1 DCD Data Carrier Detect Pin 8 Pin 2 Receive Data Pin 3 Pin 3 Transmit Data Pin 2 Pin 4 DTR Data Terminal Ready Pin 20 Pin 5 Signal Ground Pin 7 Pin 6 DSR Data Set Ready Pin 6 Pin 7 RTS Request To Send Pin 4 Pin 8 CTS Clear To Send Pin 5 Pin 9 RI Ring Indicate Pin 22
Page 2-32 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Completing the Installation 10. COMPLETING THE INSTALLATION 10.1To complete the system installation: 1.Using suitable precautions against electrostatic discharge, ensure that all system expan- sion cards are secured correctly and that all column supports are installed to their rele- vant positions. 2.Verify all extension and line terminations on the connecting block and the KSU. 3.Ensure there are no screws or metal objects loose within the KSU housing because these may cause damage on power up. 4.Power up and test the system: a.Plug in the KSU power supply. b.Wait 8-10 seconds for the system power up routine to complete. During this period, you will hear several clicks as relays are energized. c.Check that the Vital Activity LED on the CPU is flashing (see below). d.The system Keyset displays will show the product name and software revision for about 1.5 seconds. 5.Remove any anti-scratch protective film from all Keyset displays. 6.Label all Keysets. 7.Reset the system. (See page 4-14 for details). 8.Ensure that all Keysets provide dial tone, ringing, and handsfree operation. Check that the display is not showing corrupt information. 9.Check that all single-line telephones are providing dial tone and ringing. Vital Activity LED
Page 2-33 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Completing the Installation INSTALLATION 2 10.Perform basic programming. Planning sheets are provided so you can record the set- tings. Refer to the Programming chapters (“Keyset Programming” on page 4-1 and “RMS Programming” on page 5-1) to perform additional programming changes from the default, as required. a.Disconnect line interfaces that have no CO lines connected. (See page 5-31.) The system assumes that all Line Cards have CO lines connected to them. b.Program extensions and call routing. Program extensions using RMS. Refer to page 5-17 for information. Use the plan- ning sheet below to record your settings. Table 3: Call Handling/Extension Names EXTENSIONNAMEFORWARD BUSYFORWARD BUSY/NO ANSWERMANAGER (IF SECTY) 20 21 22 23* 24 25 26 27 28 29 30 31 32 33 34 35 36 37 * Extension 23 is the Doorphone.
Page 2-34 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Completing the Installation c.Enable and/or disable features. Enable or disable desired features using RMS. Refer to page 5-19 for information. Use the planning sheet below to record your settings. Place a check mark in the box to indicate which extensions will have each of the features enabled. d.Equip lines and telephone numbers. Equip lines and telephone numbers using RMS. Refer to page 5-31 for information on equipping lines. Refer to page 5-37 for information on setting caller ID detec- tion. Use the planning sheet below to record your settings. Table 4: Enabled/Disabled Features PROGRAMMING OPTION20212223*2425262728293031323334353637 Tone Protect Page Protection General Call Protection Extension Disconnect No Call Logging No Trunk-to-Trunk Calls Personal Caller ID List Voice Messaging System Speed Dial Override Restrict Use Of PA Door Restrict Voice Mail Password Reminder Call Extension Lock Code Voice Message Ports * Extension 23 is the Doorphone. TABLE 5. Equipped Lines, Telephone Numbers and Caller ID EQUIPPED?TELEPHONE NUMBERCALLER ID DETECTION Line 1 Line 2 Line 3 Line 4 Line 5 Line 6 Line 7 Line 8
Page 2-35 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Completing the Installation INSTALLATION 2 e.Program answering machine and courtesy service. Refer to page 5-31 for information on programming the answering machine and courtesy service features. Use the planning sheet below to record your settings. f.Program system-wide features. Refer to page 5-37 for information on programming system-wide features. Use the planning sheet below to record your settings. TABLE 6. Answering Machine, Courtesy Service and Auto Attendant LINE ANSWERING MACHINECOURTESY SERVICE (DAY/ NIGHT) AUTO ATTENDANT EnabledDisabledVoice Module SourceInternal SourceDayNight EnabledDisabledEnabledDisabled Line 1 Line 2 Line 3 Line 4 Line 5 Line 6 Line 7 Line 8 TABLE 7. System-wide Features PROGRAMMING OPTIONALLOWED VALUESPROGRAMMED VALUE Weekend Service On or Off Flashing Hold LED Call Logging Store All Calls (Caller ID) Doorphone System Voicebox On (Answering Machine) 911 & Extension Sending Night Service Night Service On and Off TimesHH:MM (24-Hour format) Music On HoldInternal source, External source, Tone on hold, or Silence Programming PositionAny equipped extension Paging Amplifier PositionAny extension System Programming PasswordFour digits Set V24 Baud Rate4800, 9600, 19200 Courtesy Service SourceVoice Module or Internal Sales Telephone Number Service Telephone Number Message Capacity10 – 50 Group Divert to System BoxOn or Off
Page 2-36 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Completing the Installation g.Record greetings. Refer to page 4-11 for information on programming system-wide features. Use the planning sheet below to record your settings. TABLE 8. Recorded Greetings GREETINGMESSAGE Auto Attendant Day Greeting Auto Attendant Night Courtesy Service Day Courtesy Service Night Directory Message
Page 2-37 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Upgrading the System Software INSTALLATION 2 11. UPGRADING THE SYSTEM SOFTWARE NOTE: Check that RMS is installed before performing this procedure. 11 . 1 To upgrade the system software: 1.Ensure your phone system PC meets the following requirements for the upgrade version of the Remote Management Software. •PC with Remote Management Software for Service Centers (RMS v2.0.8x). •V24 adapter and cables •Software version 4.0 files (4.0x_1.fdl and 4.0x_2.fdl) •Flat screw driver •Electrostatic Discharge (ESD) wrist strap 2.Record and/or save the customer database and programming details. System speed dials can be saved and restored using RMS. 3.Download Flash files. Disable Power Management features if you are using a laptop. •Copy the files 4.0x_1.fdl and 4.0x_2.fdl to the Remote Maintenance Soft- ware directory or a directory on the PC hard disk (the files must be located in the same directory). •Connect to the KSU using RMS and the V24 connection. •From the RMS main menu, select Options – Download Flash. •Browse to the flash files (.fdl files). •Select 4.0x_1.fdl. •Select the download flash option. The files 4.0x_1.fdl and 4.0x_2.fdl are automatically downloaded to the KSU. The flash download takes approximately 25 minutes. The system alerts you when the flash is finished. •Click OK. NOTE: The download drops the connection between the PC and the KSU. 4.Connect to the KSU. From the RMS main menu, select Diagnostic Menu – Cold Reset. NOTE: The reset drops the connection between the PC and the KSU. 5.Restore system speed dials using RMS (page 5-42). When finished, exit RMS. 6.Proceed to “Upgrading the RMS Software” on page 5-4.
Page 2-38 Installation ENCORE MANUAL, Issue 4.0 – July 2002 Customer Training 12. CUSTOMER TRAINING 12.1After you complete the installation, make sure the customer is trained to use the system. At minimum, this should cover the following: •Use of the Keyset menus and associated keys •Receiving, making, and transferring calls •Accessing system programming •Use of Voice Messaging features 12.2Explain the features using the Encore Installation, Programming, and Maintenance Manual and the Encore User Guide. All manuals are provided on the Encore CD-ROM. You will need a free Adobe Acrobat Reader to access the files.
Page 3-1 Features ENCORE MANUAL, Issue 4.0 – July 2002 FEATURES 3 Features CONTENTS PAGE 1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 2. Feature Keys and Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 A. Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 B. Single-Line Only Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 C. Operator-Only Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 D. Extension Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 E. Outgoing Line Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 3. CO Line Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 A. Dual-Tone Multi-Frequency (DTMF) or Dial-Pulse Signaling . . . . . . . . . . . . . . 2-5 B. Flexible Incoming Ring Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 C. Outgoing Line Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 D. Day and Night Modes and Weekend Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 E. Outgoing Line Access/Restriction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6 F. Toll Restriction Classes Of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6 G. Caller ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 H. Alternative Call Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9 I. Operation with a Parent PBX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9 4. Protection Against Power Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 A. Database Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 B. Power Failure Telephones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 5. Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11 A. Keysets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11 B. Single-Line Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16 C. Doorphone Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17 D. Hot Line Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17 6. Courtesy Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18 7. Voice Messaging Module Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19 A. Automated Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19 B. Answering Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20 C. Voice Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20 8. Music-On-Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23 9. Internal Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23 A. Keyset Handsfree Enable/Disable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23 B. Extension-To-Extension Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24 C. Camp On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24 D. Extension Ring Back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25 E. General Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25 10. Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26 A. Receiving Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26 B. Placing Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26 C. Line Ring Back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29 D. Call Pick-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-29
Page 3-2 Features ENCORE MANUAL, Issue 4.0 – July 2002 CONTENTS PAGE 11. Placing Calls On Hold or Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30 A. Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30 B. Call Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30 C. Consultation Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31 12. Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31 13. Call Waiting Tone Protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32 14. Call Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32 15. Redirecting Ringing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33 16. Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33 A. Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34 B. Canceling Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34 C. Follow Me Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35 17. Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35 18. Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36 A. Paging Over External speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36 B. Responding to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36 C. Paging Over Keyset Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-37 D. Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-37 19. Speed-Dial Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-38 20. Sending a Hookflash Over a CO Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-39 21. Display Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-39 22. Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-40 23. Reminder Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-40 24. Extension Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-41 A. Locking and Unlocking Your Keyset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-41 B. Placing Calls While Your Extension is Locked . . . . . . . . . . . . . . . . . . . . . . . . . 2-41 C. Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42 25. Extension Reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-42 26. Manager/Secretary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43 27. Room Monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43 28. Operator Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-44 A. Day Service/Night Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-44 B. Intrude . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-44 C. Using the Answering Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-45 D. Hunt Group Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-46 29. Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-46 30. Call Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-47