AT&T 206, 410, 820 User Manual

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AT&T

™

MERLIN

COMMUNICATIONS SYSTEM

ADMINISTRATION MANUAL: MODELS 206,410, AND 820

WITH FEATURE PACKAGE 2

Introduction The Control Unit

The Three Types of Cartridges

Features and Benefits

Fixed Features Programmable Features System Features Optional Features and Equipment

Basic Administration

The Administrator/Attendant Voice Terminal Setting Switches on the Control Unit Entering Administration Mode Line Administration

Connecting Lines to the Control Unit Assigning Lines to Line Buttons

Initial Features Assignments

Customizing Other Options in the System

Call Restrictions System Speed Dial Group Paging

Transfer Return Button-Free Line Operation

Instructions for Button-Free Line Operation

System Reset

Programming Individual Voice Terminals to Meet Office Priorities

Programmable Line Ringing Automatic Line Selection

Programming Individual Voice Terminals to Meet Personal

Priorities

Feature Programming Chart Programming Tips for the 34-Button Voice Terminals Programming Tips for the 10-Button Voice Terminals Programming Tips for the 5-Button Voice Terminals

Transferred Calls

2 4

6 7 8

11 14 15 16 16 16 17 18 18 18 19

23 23 24 24 25 25 26 27 28 28 28

30 30 32 32 32 33

Special lnformation for the System Attendant

Ringing Patterns Transferring Calls Intercom Auto Dial Send Message Headset

Troubleshooting Chart Index Quick Reference Guide to Administration Procedures

34 34 34 35 35 35

36 38 39

Introduction

Most people can effectively use their MERLIN communications system voice ter-

minal by reading the User's Guide: Models 206, 410, and 820 with Feature Package 2. As administrator, however, you will want more detailed information about all the

options available with Feature Package 2. This manual provides you with information on how to customize the

MERLIN

system to meet the needs of your business.

Complete customization of your

MERLIN

system involves a series of administration procedures at the control unit, at the administrator/attendant voice terminal, and at individual voice terminals. To begin customizing the system, you set some switches

on the control unit. You then give the system further information by using the administrator/attendant voice terminal. Here are the administration procedures you can perform:

● administer lines

● connect telephone lines to jacks in the control unit

● assign lines to voice terminals

● set call restrictions

— outward call restriction — toll call restrictions

• program System Speed Dial

● program System Speed Dial with Restriction Override

● set up Group Paging zones

● program Transfer Return Ringing

● administer phones for Button-Free Line Operation

● system reset

Available Features

11 12

Line buttons with lights make it easy to keep track of

calls. Flexible calling within your business.

Program the features you want on your phone.

Speak to several people at one time.

Volume control.

Know immediately when you have a message

waiting. Most features are available with the touch of a button.

...And There Are Even More

One-touch dialing of numbers you call often.

Convenient access to your frequently called intercom

numbers. Easy transfer of calls to someone else.

10.

Frequently used features like Hold are designed for

11.

easy access. One-touch redialing of busy numbers.

12.

Speaker.

13.

Use this for Centrex and PBX features.

14.

The Control Unit

The control unit is the center of the MERLIN system in that, one way or another, everything connects to it.

Feature Package 2, which contains the software that enables you to customize your

MERLIN

the control unit for Models 206,410, or 820. These models differ from one another in the number of outside lines and voice terminals they support.

The diagrams on the next two pages show the parts of your control unit. The diagram of the Model 410 control unit serves to illustrate both Model 410 and Model 206.

1. Red Warning Light

The red Iight warns you about problems in the system. (See "Troubleshooting Chart," pages 36-37.)

2. Green Power Light

The green light indicates that power is on.

3. Admin/Normal Switch

When you administer the system, set this switch to Admin. You can leave it in the

Admin position permanently, even during normal operation, if you wish. However, to

ensure that no accidental administration takes place, you may want to set it back to Normal (see page 17).

system, is a cartridge that plugs into your control unit. It can be used with

(MERLIN

system telephones) that

4. ToII Prefix/Area Code Switch

If you use a 1 or 0 as a prefix when dialing long-distance calls, set this switch to Toll

Prefix. If you do not use a prefix, set the switch to Area Code (see page 16).

5. Tone/Pulse Switch

If you have Touch-Tone service, set this switch to Tone. If you have rotary pulse lines

from your telephone company, set it to Pulse.

6. Auxiliary Power

The Auxiliary Power Unit plugs in here to provide the auxiliary power you need if you have an unusual number of accessories, for example, Hands-Free Units or 34-button deluxe voice terminals.

7. On/Off Switch (Model 820 only)

Controls electrical power to the

8. AC Power Input (Model 820 only)

The electrical power cord plugs in here.

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system.

9. Line and Voice Terminal Modules

(Model 820 only) These modules contain jacks for telephone company lines and jacks for voice terminals. Three types are available: 2 lines/5 voice terminals, 0 lines/5 voice terminals, and 2 lines/0 voice terminals. You can have as many as four modules for a maximum of eight lines and twenty phones. The drawing of the control unit on page 6 shows a system with two modules installed.

10. Voice Terminal Jacks

The MERLIN system voice terminals plug in here. The number of the jack is the same as the intercom number of the phone.

11. Telephone Company Line Jacks

Your lines from the telephone company plug in here. The letters next to the jacks– A,B,C,D,E,F,G,H—correspond to the line buttons on voice terminals. (See "Initial Feature Assignments," page 19.)

3 4

MERLIN COMMUNICATIONS SYSTEM CONTROL UNIT

MODEL 410

THE THREE TYPES OF CARTRIDGES

12. Type I Cartridges Give You Custom Features

Feature cartridges contain the software that enables you to customize your system. You have Feature Package 2, one of a family of feature cartridges designed for the Type I slot.

13. Type II Cartridges Give You Audio Options

Two different cartridges are available for this slot. One enables you to have Musicon-Hold. When this cartridge is connected to a music source, callers you put on hold will hear music. A second cartridge provides an interface for Music-on-Hold, background music, and Loudspeaker Paging. When a loudspeaker paging system is connected to this cartridge, users can make announcements over it. For the paging

system to work, set Paging Signal On/Off switch to On.

14. Type III Cartridges Give You Line-Associated Options

This cartridge supports two separate features: Power Failure Transfer and Extra

Alert. Power Failure Transfer provides jacks for two basic Touch-Tone or rotary

telephones. In case of a commercial power failure, with the Power Failure Transfer feature, telephone service is automatically switched to the backup phones. The

Extra Alert jack enables you to connect a loud bell or horn for noisy or remote

locations where the regular telephone ring can’t be heard.

3 4

MERLIN COMMUNICATIONS SYSTEM CONTROL UNIT

MODEL 820

Features and Benefits

This section describes all the features available with Feature Package 2. As system administrator, you will make decisions about how the system should operate and about which features best meet the needs of your business. To operate the features, consult the User’s Guide: Models 206, 410, and 820 with Feature Package 2.

Feature Package 2 includes both fixed features that are built into the system and custom features that can be programmed by anyone in your office. There are also system-wide features that only you can administer.

Fixed Features

Call Pickup

Call Waiting

Conference

FEATURE

DESCRIPTION

Makes it possible for someone • Answer another person’s phone who hears a voice terminal ringing to answer it from another voice terminal.

Provides brief ring or voice announcement from speaker and flashing green light to indicate that another call has come in for person.

Enables person to join two outside lines to make a three-way conference call. Two additional inside people can join the conference by lifting their handsets and touching the busy line button.

without leaving desk.

• People who move around from one place to another can answer calls conveniently.

• Employees do not have to worry about missing important calls while on telephone.

• Reduces need for taking messages.

• Have a question answered by adding another person to call—no need for time-wasting callbacks.

• If two outside people want to talk to each other, originator of call can conference them together, put them on hold, and be free to do other business.

• Employee who is working at home and wants to make a long distance call can call the office and be conference to WATS line.

BENEFITS

Distinctive Ringing

Drop

Group Listening

Hold

Voice terminal rings differently for incoming, transferred, and intercom calls.

Disconnects a person from a conference call.

Turning on the speaker lets everyone in the room hear the person on the other end.

Makes it possible to keep someone on the line without communication. another matter. Green light next to line button that is on hold flashes rapidly. Green lights next to line buttons on which others are holding calls flash at slower rate. (See also Music-on-Hold.) buttons on which other people are

• Know where call is coming from and answer accordingly.

• Drop a person from a conference call while maintaining contact with others in privacy.

• Drop a busy or unanswered line that has been added to a conference call.

• Eliminates extra calls because other people in room can hear both sides of conversation.

• Answer a second call or attend to

• Have confidential conversation without person on hold hearing it.

• Distinguish line button on which you are holding a call from

holding calls.

Fixed Features (continued)

FEATURE

Automatic Hold Release

Automatic Hold Reminder Beeps every minute as a reminder

Intercom

Line Request

Message Waiting

Message

Automatically opens line when person on hold hangs up. Green on hold hangs up. light next to button goes off.

that a person is on hold.

Makes it possible for people in the • Call any person in office using an same system to call each other. (See also Voice Announcement Disable.)

Requests a line that is busy, and returns a tone when the line becomes available.

Green light lets person know that message is waiting. (See also Send upon return to desk. Message.)

DESCRIPTION

BENEFITS

• Know immediately when person

• Unused line is not kept busy unnecessarily.

• Held calls are not forgotten.

abbreviated number.

• Signal others by ringing or voice without interrupting active calls.

• Attendant can announce calls before transferring them.

• Allows more efficient use of lines.

• No need to keep checking line. Hear beep when line becomes available.

• Learn of message immediately

• Can be turned off by attendant or person receiving message.

•

Messages are not lost.

Monitor-on-Hold

Speaker

On-Hook Dialing

Speaker

Privacy Alert Red and green lights flash alter-

If put on hold, turn on speaker and hang up handset until other person returns to call. (See also HandsFree Unit.)

Turning on the speaker lets a person dial an outside or intercom call without lifting handset. (See also Hands-Free Unit.)

nately next to line button if someone joins the line.

• No need to hold handset. Person is free to do other work.

• Keep both hands free until someone answers.

• Keep trying busy number without lifting handset.

• Know immediately if someone has joined the line you are using.

Fixed Features (continued)

FEATURE

Recall

Ringing Line Selection Automatically selects ringing line • Just lift handset to answer any

Send Message

Transfer

Provides a timed switchhook flash • Access features of Centrex or PBX for use of Centrex or PBX systems. Also about timing a "flash." allows people without Centrex or PBX to disconnect calls without hanging up. character along with feature codes

when call comes in. call. No need to touch any buttons.

Enables attendant to notify person • Attendant does not have to call or

that a message is waiting.

Makes it possible to pass outside calls to any voice terminal in the to the right people efficiently. system. Person to whom call is transferred hears the distinctive ring of a transferred call. Calls may • Calls do not go unanswered. be transferred with or without an intercom announcement. Unanswered calls return to the person who transferred them.

DESCRIPTION

MERLIN

system with

system without having to worry

• Recall can be programmed into an Auto Dial sequence as the first

for one-touch access to PBX or Centrex features.

leave console to give people messages.

• Attendant can keep track of who has a message at a glance.

• Anyone in the office can pass calls

• Attendant can screen calls on intercom as part of transfer.

BENEFITS

Transfer Return

Voice Terminal Programming

Voice Terminal Testing

Volume Control

If transferred call is not answered, it rings again at originating voice terminal. The return time is programmable.

Makes it possible to program voice • Customize each voice terminal in terminals for custom features.

Makes it possible to determine • Easy troubleshooting. whether all lights and ringers are working by moving a switch on the side of the voice terminal.

Makes it possible to adjust sound level of voice terminal ring and speaker.

• Transferred calls are not lost.

accordance with priorities of business and needs of individual.

• Verify that voice terminal has been

installed properly.

• Each person can control loudness

of ring and speaker.

• Reduces office noise.

Programmable Features

FEATURE

Auto Answer-Intercom

Automatic Line Selection

Do Not Disturb

Group Paging

DESCRIPTION

Automatically turns on the optional Hands-Free Unit when receiving an intercom call.

Automatically selects a free line when you lift handset to make call.

Prevents voice terminal from ringing for a temporary period. While Do Not Disturb is in effect, callers get a busy signal.

Anyone connected to the system can make an announcement to a group of up to three phones simultaneously. (The administrator can specify up to ten different groups.)

MERLIN

BENEFITS

• No need to touch a button to answer an intercom call.

• No need to find a free line or touch a button.

• Program voice terminal to select long distance lines in most economical order—for example, WATS line first, then regular service.

• Work or have meetings in the office without being interrupted by ringing telephone.

• Saves the time of making two or three separate intercom calls.

Intercom Auto Dial

Manual Signaling

Last Number Redial

Makes it possible to program buttons with intercom numbers for quick dialing.

Touching an Intercom Auto Dial button causes a beep at the voice terminal represented by the button.

Automatically stores last number dialed. Person can redial number by pressing button. (People with 5- or

10-button voice terminals can access this feature by dialing #24.)

• Dial a frequently called intercom number easily.

• No need to remember intercom

numbers—buttons can be labeled

with names.

• Green light next to button lets

attendant know when line is busy, and take a message instead of transferring calls.

• Buttons can be used to signal other people even when they are

busy on the telephone. For

example, boss and secretary may signal each other.

• No need to keep redialing an outside number that is busy or

isn’t answered.

• No need to remember or look up

number each time.

Programmable Features (continued)

FEATURE DESCRIPTION

Outside Auto Dial

Personal Speed Dial

Privacy

Personalized Ringing

BENEFITS

Touching a programmed button automatically dials the outside number it represents.

Makes it possible to store outside numbers so that each number can

be dialed by using a three-character code. The stored numbers may be different for each voice terminal. This feature is available on 5- and hers such as those that include

10-button voice terminals. (See also

Outside Auto Dial.)

Prevents others from joining calls.

Allows selection of one of eight • Employees who work close to one ringing signals for any voice terminal.

• Saves time in dialing.

• Dial a frequently called outside number with one-touch convenience.

• No need to remember or look up numbers.

• Prevents errors in dialing.

• Saves time in dialing.

• Employees whose voice terminals have no room for Auto Dial buttons

can simplify dialing of frequently called numbers or lengthy num-

area and access codes.

• Make confidential calls in private.

• No one can interrupt call.

another can distinguish ringing of their own voice terminals.

Programmable Line Ringing

(Coverage)

Saved Number Redial

Individual lines can be programmed to ring immediately, after a delay, or not at all on incoming calls. This does not apply to transferred or intercom calls.

Touching a button stores a dialed • Comes in handy when person is number for later redialing. The trying to make outside call and stored number remains the same until replaced with another number. Person can redial number after making other calls by touching button again. People with 5- or 10-button voice terminals can access this feature by dialing # 23. Any voice terminal may be programmed with more than one

Saved Number

button.

• Flexible call coverage.

• Program a second voice terminal to ring for that line when the person to whom the call is directed does not answer.

• Voice terminals in lobby and

conference rooms can be pro-

grammed not to ring at all on incoming calls.

• Program lines on voice terminals

to ring according to personal preference and needs of business.

gets busy signal or no answer.

• Make other calls and try number

again later simply by touching

button.

• No need to remember or look up

number again.

• Store several numbers.

Programmable Features (continued)

FEATURE

Touch-Tone Enable

Voice Announcement Disable Blocks intercom voice announce-

Generates Touch-Tone signals on

rotary lines. can access alternate long-

ments on individual voice terminals, which ring automatically instead to signal intercom calls.

DESCRIPTION BENEFITS

• Businesses that use rotary lines distance services, banking-by-

phone, credit card authorization, and other electronic services that require Touch-Tone dialing.

• Can be programmed into Auto Dial

sequence using

• People who do not want to be interrupted by voice announcements can receive intercom ringing instead.

• Administrator may program voice terminals in public places such as lobbies and conference rooms with this feature.

Transfer

button.

System Features—For Administrator Only

FEATURE DESCRIPTION

Button-Free Line Operation Enables users to have access to all

lines without using up buttons.

Call Restriction Outward Call Restriction Toll Call Restriction toll calls can be made on it.

Line Administration

System Reset

Enables administrator to adjust any voice terminal so that no outside calls can be made on it or so that no can be restricted to inside or local

Makes it possible for administrator • Line assignments can be customto assign any combination of lines to any voice terminal.

Enables administrator to set system back to initial feature assignments.

BENEFITS

• Gives users of 5-button voice terminals more buttons for custom features.

• Prevents telephone abuse.

• Voice terminals in public places calls only.

• Controls telephone costs.

ized to control costs.

• Personal lines can be assigned to appropriate people.

• Lines can be reassigned easily.

• All administration and programming is erased and initial feature assignments are reset on

voice terminals.

System Speed Dial System Speed Dial with Restriction

Override

Touch-Tone/Rotary Option

Enables administrator to enter up to

40 different numbers so that each

number can be dialed by using a • Employees can access authorizathree-character code. The same set of numbers is available to users at

all voice terminals. Only the admin-

istrator can program System Speed

Dial numbers. use System Speed Dial.

Makes it possible for tern to work with either Touch-Tone dialing with less expensive or rotary lines.

MERLIN

sys-

• Gives each person in the system access to frequently called numbers.

tion codes administrator does not want to divulge.

• Phones otherwise restricted from placing long-distance calls can still

• Convenience of push-button

rotary lines.

Optional Features and Equipment

FEATURE

Extra Alert Required Equipment:

• Type III cartridge in control unit areas of building. Your business

General Purpose Adapter

Hands-Free Unit Provides full speakerphone capa-

Provides a connection for alerting

devices such as bells, horns, or

strobe lights in up to three different must supply alerting devices.

Connects telephone accessories to

any

bility. Requires programmable button on voice terminal.

DESCRIPTION BENEFITS

MERLIN

system telephone.

• Alert people in noisy areas that

telephone is ringing.

• Modem can be added for data

communication with computer.

• Cordless telephone or basic

Touch-Tone or rotary telephone

can be added.

• Hands-free telephone conversation from anyplace in room.

• Hands-free answering on intercom.

• One-touch answering of outside calls.

• On-hook dialing.

• Monitor-on-hold.

• Teleconferencing—other people

in room can participate in

conversation.

Headset and Headset Adapter

Loudspeaker Paging Required Equipment:

• Type II cartridge in control unit

Music-On-Hold Required Equipment: hold. Your business must provide

• Type II cartridge in control unit

Off-Premises Telephone Interface Required Equipment: system. Auto-dial telephones such

• Basic Touch-Tone telephone off as the TOUCH-A-MATIC premises

Power Failure Transfer Required Equipment:

• Type III cartridge in control unit switches service if power fails.

Enables attendant to handle calls

without lifting handset.

Makes it possible to page others on loudspeaker system. Your business must supply paging system.

Makes it possible to provide callers with music when they are put on been forgotten and are willing to

music source, such as tape player or FM radio.

Makes it possible to have telephones off premises connected to

recommended for this purpose. telephone at home connected to User instructions are supplied with Off-Premises Interface.

Permits connection of two basic Touch-Tone or rotary telephones to despite power failure. which the system automatically

MERLIN

7104 are

• Hands-free speaking and listening.

• Attendant can quickly locate people who are away from their

desks or normal work areas.

• People on hold know they have not

hold on longer.

• Projects pleasant business image.

• Telephones in remote locations

may be connected to system.

• Selected employees may have

system.

• Telephone service continues

MERLIN

Basic Administration

This section guides you through the administration procedures required to get your MERLIN system up and running. A later section tells you how to customize your system further.

Complete customization of your

procedures at the control unit, at the administrator/attendant voice terminal, and at

individual voice terminals. However, to get your system up and running in a simple, basic configuration, just follow the steps in this chapter: set a few switches on the control unit, connect telephone company lines to the control unit, and assign these lines to line buttons on voice terminals.

In many businesses, further customization is not necessary because the system comes with a preassigned set of features, called initial feature assignments. After just a few simple procedures, the MERLIN system voice terminals will have

the initial feature assignments, which you can choose to change or leave in place.

These are discussed on page 19. Before you start administering your system, keep the following in mind:

1. It is best to do administration when the system is not is use, but this is not a requirement. The system automatically alerts you with a single, low-pitched ring if you try to administer a part of it that is in use.

2. Make sure the Feature Package 2 cartridges firmly seated in the slot at the upper right hand corner of the control unit.

WARNING: ALWAYS TURN OFF POWER TO lNSERT OR REMOVE CARTRIDGE.

3. When you turn the system on, the green Power light should go on and the red Warning light should be off.

4. Check that your

jacks on the control unit. These jack numbers correspond to intercom numbers.

MERLIN

MERLlN

system voice terminals are plugged into the numbered

system involves a series of administration

MERLIN

THE ADMINISTRATOR/ATTENDANT VOICE TERMINAL

The voice terminal plugged into Intercom 10 (intercom 0 on Model duty. In normal day-to-day operation, it is the attendant’s voice terminal-the place where most of the calls to your business are answered. During administration, however, it becomes the administration voice terminal, the place where you enter information into the system.

You will use the administrator/attendant voice terminal to assign lines to line buttons

on voice terminals as well as to customize other features of your system (if you

choose to do so). For best results, the administrator/attendant voice terminal should be a 34-button

deluxe voice terminal. The diagram on page 22 shows the button labels that are

useful during administration. In addition, tear-out labels for use with a 34-button

deluxe voice terminal during administration are found in the feature cartridge box.

SETTING SWITCHES ON THE CONTROL UNIT

The first thing you need to do is to turn on the system and set a few switches on the control unit.

Plug the control unit power cord into a grounded (3-prong) ac outlet that is not controlled by a wall switch.

Turn the On/Off switch on the control unit to On (Model 820 only).

Set the Toll Prefix/Area Code switch to Toll Prefix if you use a 1 or a 0 as a prefix when dialing Iong distance calls. If you do not use a prefix, set

Code.

206) serves

the

switch to Area

double

NOTE: If you have a Model 820, the name of the Toll Prefix/Area Code switch is engraved on the faceplate of the control unit. If you have a Model 206 or 410, a plastic label that identifies this switch is supplied with the Feature Package 2 cartridge.

4. Set the Tone/Pulse switch to Tone if you have Touch-Tone service. Otherwise, set

it to Pulse.

Now enter administration mode using the following procedure:

ENTERING ADMINISTRATION MODE:

The Admin/Normal switch on the control unit is used to put you into administration mode. While in administration mode, you use the administrator/attendant voice terminal (jack 10 or jack 0 on Model 206) to enter information into the system. Before administering the system, tear out the administration labels provided in the box your Feature Package 2 cartridge came in, and slide them into the button label slots in the administrator/attendant voice terminal. Here is how you enter administration mode:

• At the control unit, set Admin/Normal switch to Admin.

• At the administrator/attendant voice terminal, slide the T/P switch to P.

• Touch

• Perform one or more administration tasks. (If someone is using the part of the

We recommend that you use a 34-button deluxe voice terminal for administration. If you do not, the procedure is slightly different. For the third step, instead of touching

Administer,

Administer (Send Message)

system that you want to administer, the administrator/attendant voice terminal gives a single, low-pitched ring. When you hear this ring, wait a few minutes then try again.)

you dial #01.

(red light comes on).

While in administration mode, you can perform one or more of the following administration procedures:

• administer lines —connect telephone lines to jacks in the control unit (see page 18)

—assign outside lines to voice terminals (see page 18) —add and remove lines (see page 18)

—assign personal lines (see page 19)

• set call restrictions —outward call restriction (see page 23) —toll call restriction (see page 23)

• program System Speed Dial (see page 24)

• program System Speed Dial with Restriction Override (see page 24)

• setup Group Paging Zones (see page 24)

• program Transfer Return Ringing (see page 25)

• administer phones for Button-Free Line Operation (see page 25-26)

• system reset (see page 27)

For a simple, basic configuration that takes advantage of the initial feature assignments, all you need to do is line administration.

If you choose to do more administration, stay in administration mode until you are finished.

Leave administration mode by:

• sliding the T/P switch back to center position at the administrator/attendant

voice terminal and by

• setting the Admin/Normal switch back to Normal at the control unit.

NOTE: You only need to switch back to Normal for security reasons (so no accidental administration occurs).

LINE ADMINISTRATION

Connecting Lines to the Control Unit

Once you have set control unit switches and entered administration mode, you are ready to connect telephone lines to your control unit. Simply plug the lines into the line

jacks labeled A, B, C, etc. on the control unit. These jacks correspond to buttons on

the phones. So, deciding which line to plug into which jack on the control unit begins to determine which line goes on which button on every telephone in the MERLIN system. (The section following this one will show you how to fine-tune the process of

assigning lines to line buttons on voice terminals.)

Here are a couple of tips to consider when plugging lines into the control unit line

jacks:

•If you have fewer than eight lines, plug the lines into the control unit so that there’s no gap in the sequence. For instance, if your system has 5 lines, use A, B, C, D, and E.

• If you have a model 820 and some 5-button voice terminals, there are some additional considerations you might want to keep in mind. The 5-button voice terminals can show only four lines, regardless of the number of lines in your

system. To accommodate users of 5-button phones, you may have to plug the lines into the control unit jacks in a special order. For more details, see the section called "PROGRAMMING TIPS FOR 5-BUTTON VOICE TERMINALS" on page

32.

Assigning Lines to Line Buttons

You should at this point have a firm plan in mind about which of your lines should appear on the line buttons of each of the voice terminals in your system. This section will show you how to use the administrator/attendant voice terminal to assign lines to line buttons on voice terminals.

For Square Systems

You may have decided to configure lines in your system for "square" operation. Square operation means that each voice terminal has all of the lines in the system

appearing on it, and each line is on a separate button. Square is simple and easy for everyone in the system to understand. This form of

operation is familiar to many people who have worked with key telephone systems in the past, for example, COM KEY

systems. The buttons and lights for all these lines

help you keep track of your calls. If you want all lines to appear on all telephones, use the following procedure on the

administrator/attendant voice terminal:

•Enter administration mode at the administrator/attendant voice terminal if you haven’t already done so (page 17).

✱

•Dial

4 plus the total number of lines in your system.

•If you do not want to administer other options, leave administration mode by

sliding the T/P switch back to the center position at the administrator/attendant voice terminal and by setting the Admin/Normal switch back to Normal at the control unit. Otherwise, continue administration procedures.

If you have configured your system square, turn now to page 19 to see the features

which are preassigned to the MERLIN system voice terminals.

For Non-Square Systems

You may not want your system to be "square". For instance, you may have a WATS line that you want to appear only on a few voice terminals. Or you may want a line to serve as a personal line for someone’s exclusive use. For cases like these, you will first assign all the lines that will appear on all voice terminals in the system (fewer than the total number of lines). Then, you will use a different procedure to assign the remaining lines to particular voice terminals.

Here’s the procedure to assign the lines that will appear on all voice terminals in the system:

• Enter administration mode at the administrator/attendant voice terminal if you haven’t already done so (see page 17).

• Dial ✱ 4 plus the number of lines in your system that you want to appear on all voice terminals, making cetain these lines are the first ones to be plugged into the control unit.

Now you can add the remaining unassigned lines to particular voice terminals using the following procedure:

•

At the administrator/attendant voice terminal, select the voice terminal to be admini-

stered by touching the Intercom Auto Dial button (or dialing the intercom number) of that particular voice terminal.

•

After you’ve dialed the number, green lights will be on next to line buttons

corresponding to assigned lines on the phone being administered. Line buttons corresponding to unassigned lines will not have green lights next to them.

•

Touch the button corresponding to the line you want to add to the voice terminal.

•

When the green light comes on, the line has been added to the voice terminal.

•

Repeat this procedure for each phone.

•

If you do not want to administer other options, leave administration mode by sliding the T/P switch back to the center position at the administrator/attendant voice terminal and by setting the Admin/Normal switch back to Normal at the control unit. Otherwise continue administration procedures.

You can also remove a line from a voice terminal by using the same procedure. The green light will go off next to the line button. When you remove a line from a telephone, the corresponding button becomes an Outside Auto Dial button at that telephone.

Your

MERLIN

INITIAL FEATURE ASSIGNMENTS

The system automatically preassigns a set of features to each voice terminal in the system when you turn it on for the first time.

The buttons above the dial pad on a lines or features. Buttons to the right of the dial always represent features. The following diagrams illustrate the initial features that are present on MERLIN

system phones. lf you are satisfied with the combination of line buttons and features,

as they appear in the diagrams, you do not need to do any further administra-

tion or programming.

If you would like to customize your system further, go to "Customizing Other Options

in the System," page 23.

system is now ready for use!

MERLIN

system voice terminal represent either

5-Button

Initial Feature Assignments

Model 206 Voice Terminals 1-5

Model 410 and 820 Voice Terminals 11-29

34-Button

10-Button

Do Not Disturb

Or Line D

Outside Auto Dial Or Line C

Line B

Line A

Intercom

Privacy

Or Line H

Outside Auto Dial Or Line G

Intercom

Auto Dial 10

Or Line F

Outside Auto Dial Or Line E

Intercom/

Model 410 and 820

Outside Auto

Dial/Model 206

Outside Auto Dial

Saved

Number

Last

Number

Outside Auto Dial

Initial Feature Assignments

Administrator/Attendant Voice Terminal

Voice Terminal 0 on Model 206

Voice Terminal 10 on Model 410 and 820

Normal Mode

Outside Auto Dial Or Line D

Outside Auto Dial Or Line C

Line B

Line A

Intercom

Privacy

Or Line H

Outside Auto Dial Or Line G

Outside Auto Dial Or Line F

Outside Auto Dial Or Line E

Intercom/Model

410 and 820

Outside Auto

Dial/Model 206

Intercom Auto Dial

Saved

Number

Last

Number

Intercom Auto Dial

Outside

Auto Dial

Send

Message

Administrator/Attendant Voice Terminal

Voice Terminal 0 on Model 208

Voice Terminal 10 on Model 410 and 820

Administration Mode

Line D

Line C

Line B

Line A

Restrict

Line H

Line G

Line F

Line E

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Intercom

Auto Dial

Administer

Customizing Other Options in the System

As the person who administers the capabilities than anyone else in your office. With good planning on your part, the system can be fine-tuned to work with maximum efficiency both for the business as a whole and for each individual user.

This section of the manual is divided into three parts. The first part concerns features

that are administered from the administrator/attendant voice terminal—the voice ter-

minal plugged into intercom jack 0 or 10. Use the administration labels provided in the feature cartridge box. The second part concerns features that are for the overall good of the business but that need to be programmed separately at each individual

telephone and which you, the administrator, may want to do yourself. The third part deals with voice terminal features that are primarily for the benefit of individuals including a few special considerations for users of 5-button phones.

In developing your pIan, consider the following:

• how to ensure that all calls get answered

• who picks up which phone under which circumstances

• what features would best suit the needs of your business.

With these considerations in mind, you can choose among the following options to:

set call restrictions

—outward call restriction —toll call restriction

• program System Speed Dial

• program System Speed Dial with Restriction Override

• set up Group Paging zones

• program Transfer Return Ringing

• administer phones for Button-Free Line Operation

• reset system.

MERLIN

system, you will know more about its

CALL RESTRICTIONS

Each phone in the or toll restricted. If the phone is unrestricted, the user can dial any number. If the phone is outward restricted, the user can dial intercom calls but not outside calls. If the phone is toll restricted, the user can dial intercom and local calls, but not longdistance calls.

Here’s how to change the restriction status of a phone:

• Enter administration mode if you haven’t already done so (page 17).

• Select the voice terminal to be restricted by touching the Intercom Auto Dial button (or dialing the intercom number) for that particular voice terminal.

• Touch Restrict repeatedly (the left Intercom button) until the green light indicates the restriction status you want that voice terminal to have:

•If you are finished with administration, leave administration mode by sliding the

T/P switch back to center position at the administrator/attendant voice terminal and by setting the Admin/Normal switch back to Normal at the control unit. Otherwise continue administration procedures.

A phone that has been restricted can still use System Speed Dial if you program

Restriction Override for the Speed Dial. See System Speed Dial (page 24). Therefore, users can have access to particular long-distance numbers that you’ve programmed into System Speed Dial, even though, in general, they can’t dial toll calls.

MERLIN

GREEN OFF GREEN FLASHING = Toll Restricted GREEN ON

system can be either unrestricted, outward restricted,

= No Outside Calls (Outward Call Restriction)

= No Restriction

SYSTEM SPEED DIAL

System Speed Dial numbers are numbers that you, the administrator, program into

MERLIN

the

system memory. Users can access them by dialing a three-character

code. The codes are #60 to #99. You may program System Speed Dial in order to give all users in the system access

to numbers frequently dialed at your business, such as a warehouse number or a branch office. System Speed Dial is particularly useful when you want to give users access to a certain number but don’t want to divulge that number—for example, an authorization code for an alternate long-distance service.

The MERLIN system memory can hold up to forty such numbers, each of which contains up to 16 digits (characters). Among the 16 characters, you can include pause, stop, flash and Touch-Tone enable. Pause and stop are useful when accessing computer-based services such as banking or alternate long-distance services. Put flash in the sequence for Centrex/PBX features. Use Touch-Tone enable if you have rotary service and want to switch from rotary signals to Touch-Tone signals.

To enter a number into the System Speed Dial list:

•

enter administration mode if you haven’t already done so (see page 17)

• dial a code from #60 through #99

•

dial * 90 plus the telephone number.

To enter pause, stop, flash or Touch-Tone enable into a System Speed Dial sequence:

PAUSE: Touch Hold (pause)

STOP: Touch Drop (stop)

FLASH: Touch Recall

Touch Hold (pause)

TOUCH-TONE ENABLE: Touch

Transfer

• If you’re finished with administration, leave administration mode by sliding the

T/P switch back to the center position at the administrator/attendant voice terminal and by setting the Admin/Normal switch back to Normal at the control unit. Otherwise continue administration procedures.

You can program System Speed Dial with or without Restriction Override. With

Restriction Override, a number can be used at any voice terminal if that terminal has been restricted. if you want a particular System Speed Dial number to have Restriction Override, dial ✱ 92 instead of ✱ 90 in the above instructions.

You can change a System Speed Dial number at anytime. Simply repeat the above procedure with a different telephone number.

Some users in your business may enjoy the convenience of one-touch access to

system Speed Dial numbers. if people in your business want to program a System

Speed Dial number on an Outside Auto Dial button, they should follow the regular

programming procedure for storing an Outside Auto Dial number. While in program mode, they dial

✱ 95xx where xx represents one of the System

Speed Dial codes 60 through 99.

GROUP PAGING

Group Paging lets anyone at your business make an announcement over the voice

terminal speaker of up to three phones at once. A person receiving a Group Paging

message can lift the handset and speak back. If more than one person tries to speak

back at the same time, the MERLIN system will automatically select the first

person. This feature is distinct from Loudspeaker Paging, in which messages are

announced over an optional loudspeaker paging system.

The

MERLIN

system has preassigned paging groups, each consisting of three voice terminals. Voice terminals 11, 12, and 13 constitute the first group, 14, 15, and 16 the second group, etc. You need not administer group paging if the preassigned groups are satisfactory.

Your business can be divided into ten paging groups. The groups can overlap. That is, a given phone can be in more than one group if you choose to administer it that way.

Here’s how to assign a phone to a group:

• Enter administration mode if you haven’t already done so (see page 17).

✱

• Dial

70 to ✱ 79 depending on which of the ten groups you want to administer. A green light will come on next to the Intercom Auto Dial button for any phones already assigned to the paging group.

• Touch the Intercom Auto Dial button for the telephones to be removed from the

group (green light goes out).

• Touch the Intercom Auto Dial button for the phone(s) you want to assign to the paging group (the maximum is three phones per group) (green light comes on). If

the page group already has 3 phones in it, an attempt to add a fourth will be denied. The green light next to the button will not come on.

• Touch

Administer (Send Message)

• Administer a different group by entering

when finished with that group.

✱

70 to ✱ 79 (above).

• If you’re finished with administration, leave administration mode by sliding the

If someone in the

MERLIN

system transfers a call and it is not answered, it will return to the sender with a distinctive ring. You, as the administrator, can determine how many rings must elapse before a call returns to its sender; the preset initial setting is for three rings. You can program from one to nine rings. Here’s how to do it:

• Enter administration mode if you haven’t already done so (page 17).

• Dial ✱ 21 to ✱ 29, where ✱ 21 gives you one ring and ✱ 29 gives you nine rings. You

can turn off Transfer Return by dialing ✱ 20.

If you’re finished with administration, leave administration mode by sliding the T/P switch back to center position at the administrator/attendant voice terminal and by setting the Admin/Normal switch back to Normal at the control unit. Otherwise continue administration procedures.

BUTTON-FREE LINE OPERATION

(For 5-Button Voice Terminals: Model 820 With More Than Four Lines)

If you have 5-button voice terminals in your MERLIN system, you may want to consider an administration option called button-free line operation. This procedure can be applied on larger voice terminals, but it is generally not needed because of the greater number of buttons for both lines and features. Button-free line operation makes lines "invisible". Lines that have been previously administered to a voice terminal are no longer represented on buttons. The buttons are used for features

instead.

Button-free line operation is ideal for people who need access to all the lines in the

system and who don’t do very much call handling—that is, are not frequently dealing with two calls at the same time. It is not suitable when a person needs access to more than one type of line. So, if a person uses both regular lines and WATS lines, do not

assign the button-free operation.

In button-free line operation, there are no visual indicators to help keep track of incoming calls. You do not know which lines calls come in on. But it’s still easy to place and receive calls. To place a call, just lift the handset. The

MERLIN

system selects a free line for you. If your phone rings, lift the handset and the MERLIN system automatically connects you to the ringing line.

If you choose this option for anyone in your business, be aware of the following

considerations:

The Automatic Line Selection sequence and Line Ringing cannot be programmed on button-free phones.

Button-free line operation allows transferring, conferencing, and putting calls on hold even with the absence of the buttons. But, naturally, such call handling is more convenient with red and green lights. So, people who do a lot of call handling will prefer having lines assigned to buttons.

Before administering a phone to have button-free lines, make sure that all lines

3. assigned to the phone are of the same type. Do not mix regular central office lines, WATS lines, and a personal line on the same phone. See "LINE ADMINISTRATION," page 18.

You can administer any phone to be button-free, leaving other phones in the system unaffected. Here’s how to do it:

Enter administration mode if you haven’t already done so (page 17). Specify the phone you want to administer by touching the Intercom Auto Dial

button (or dialing the intercom number) representing that phone (green light comes on).

Dial ✱ 31 if you want the phone to ring (green light flashes rapidly).

✱

32 if you don’t want the phone to ring (green light flashes slowly).

Dial

Any lines previously assigned to that phone become invisible and the buttons become available for features.

To return a phone to "square’’ operation, that is, a button for each line, follow the same

✱

procedure but dial

34. The green light will come on steadily.

People with button-free line operation will need some special instructions, which are

shown below.

Instructions for Button-Free Line Operation

You have button-free line operation on your phone. This means that you have access to lines in the MERLIN system but you do not have buttons or lights representing those lines. Instead, your buttons are used for convenient features like Outside Auto Dial.

It’s easy to place and receive calls. To place a call, just lift the handset and dial. Automatic Line Selection will select a free line for you. If your phone rings, lift the handset and you will automatically be connected to the ringing line.

You can access most for call handling, note the following:

MERLIN

features in the same way everybody else does, but

• If you want to hold a call, touch

• To return to a held call, dial # ✱ .

• You can program # ✱ onto a button by entering program mode, touching the button you want to program and dialing ✱ 95 ✱ .

• You can hold only one call at a time.

• If someone’s phone is ringing across the room, you have to use Call Pickup to answer it. Dial #3 plus the intercom number of ringing phone.

SYSTEM RESET

The code ✱ 99 sets the entire system memory to the initial feature assignments. It also erases any programmed speed dial numbers. You may never need to use this

procedure. The only reason for using it is if you want to change your system radically

or start administration from scratch.

Because System Reset wipes out any programming of the MERLIN system, the procedure has been made deliberately cumbersome to avoid an accident. Although

you can perform System Reset from the administrator/attendant voice terminal at

the attendant’s desk, you may find it more convenient to bring the phone to the

control unit, plug it into jack 0 or 10, and perform the procedure there.

At the control unit, set the Admin/Normal switch to Admin. At the administrator/attendant voice terminal, slide the T/P switch to P.

Administer (Send Message).

Touch At the control unit, set the Admin/Normal switch to Normal At the administrator/attendant voice terminal, dial ✱ 99. (If you hear a two-beep

signal, you know the reset worked. However, if you hear a single, low-pitched ring, the reset did not work—probably because your system was in use. Wait until no one is using a phone and repeat the procedure. The system does not let you perform any other administrative procedures while you are waiting.)

At the control unit, turn power off, then on. At the administrator/attendant voice terminal, return the T/P switch to center

position.

Hold.

NOTE: The Administer (Send Message) button is the lower right button on a

34-button voice terminal. If you do not have a 34-button deluxe voice terminal for administration, dial #01.

Programming Individual Voice

Terminals to Meet Office Priorities

After you have finished adjusting the control unit and administering features from the administrator/attendant voice terminal, you can then turn to more specific features that depend on how you run your office. If you wish, you may program individual telephones to coordinate with your office’s systems and priorities. For example, is

the boss going to answer his or her own phone or is someone else going to screen the calls? Is the receptionist going to answer all the calls that come in or will some calls be routed directly to the sales department? When the sales manager makes outside calls, are they always long distance calls made on your company’s WATS

lines or will there be many local calls as well? Each office has its own special channels and priorities and the needs.

You may also choose to leave voice terminal programming up to the individuals using the voice terminals. Refer them to the User’s Guide: Models 206, 410, and 820 with

Feature Package 2.

PROGRAMMABLE LINE RINGING

With Feature Package 2, you can program how each outside line rings on each phone when a call comes in. You can have some lines ring at one telephone and other lines at other phones. As a result, calls not only get answered, they get answered by the right person.

• When the system is first installed, all lines on all telephones ring for every incoming call.

• People responsible for answering incoming calls–usually receptionists or

secretaries-should have the lines on their telephones programmed to Ring. (See "Special Information for the System Attendant" page 34.)

• People who do not normally answer incoming calls should have their lines

programmed to No Ring. The phone will ring, however, for transferred and

intercom calls specifically directed to that telephone.

• Provide backup coverage by having a line ring only after it has rung somewhere

else first and not been answered there.

MERLIN

system can be customized to meet these

Here’s how to program line ringing:

• go to the voice terminal whose line ringing you want to program

• slide T/P switch toward you

• touch a line button (note red lights)

• touch the button again until correct code appears:

RED ON RED FLASH = Delayed Ring

RED OFF

• repeat this procedure for each line

• return T/P switch to center position.

NOTE: This does not affect ringing on intercom calls or transferred calls.

AUTOMATIC LINE SELECTION

This is a nice feature for two reasons. First, you have the convenience of lifting the

handset and getting a free line without pressing a button. Second, you never intrude

on someone else’s call.

= Ring = No Ring

When first installed, your

MERLIN

system automatically selects the first available line for every telephone in the order A, B, C, D, E, F, G, H. Through programming, you can make the Automatic Line Selection feature even more useful by configuring it to meet the particular needs of your business. Automatic Line Selection is programmed for each telephone on an individual basis.

• If all your lines are local and you don't care which one people get when they pick up the handset, you may not want to program this feature at all. The MERLIN system will automatically select the first available line for you.

• If you’re connected to a PBX or Centrex system, all your lines are the same. If the

various lines are shared, there is no need to program Automatic Line Selection. But, if each telephone has a different personal line, Automatic Line Selection should be programmed for that line only.

• lf you have two or more types of lines, you'll probably want to program Automatic

Line Selection. It enables each person in the office automatically to get the type of line he or she most often uses. As a general rule, it is best to have only one type of line in the Automatic Line Selection sequence. For example, a business might have a WATS line, an FX line, and five regular lines. The five general-purpose lines would probably be included in everyone’s Automatic Line Selection sequence, but not the other lines.

• If there is a person in your office whose calls consist mainly of long-distance

calls, program the Automatic Line Selection sequence to select only the WATS lines. Leave the local lines out of the Automatic Line Selection sequence so that the person will have to select them manually.

• Another person might have the authority to make a long-distance call on a regular line when the WATS lines are busy. This person would program the Automatic Line Selection sequence for WATS lines first, followed by local lines. In other words, this person has the authority to make a higher-priced long-distance call over a regular line when all the WATS lines are busy. Of course, this person would want WATS lines first only if most calls are long-distance calls.

• If you have usage-sensitive rates on your local telephone company lines, it may be to your advantage to spread telephone usage evenly across the lines you have. You can accomplish this by assigning different people different sequences for Automatic Line Selection.

• If someone has a personal line, you may choose to have it selected first or selected last, depending on the way you do business. Having it selected first helps

ensure that most outgoing calls from that telephone are billed to that line. Having it

selected last helps ensure that the personal line will always be free to receive incoming calls.

• If a secretary shares a personal line for purposes of answering calls, it should not

be in the Automatic Line Selection sequence at the secretary’s phone.

You can specify all, some, or none of a telephone’s line buttons for Automatic Line

Selection. Follow this procedure:

• go to the voice terminal that you want to program with Automatic Line Selection

• sIide T/P switch to P position

• dial

✱✱

• Touch line buttons in desired order

• Return T/P switch to center position.

If no lines are touched, intercom will automatically be selected. You might program intercom to be automatically selected on a phone intended for inside calls only.

Programming Individual Voice Terminals to Meet Personal Priorities

As system administrator, you may have to decide which custom features certain voice terminals should have, taking into consideration the individual’s needs and the capabilities of the voice terminal. The initial features diagram on page 20 shows what features are automatically assigned to the voice terminals, and the Feature Programming Chart below lists the programming codes you need in order to assign other features to programmable buttons. Before you begin the programming process, read the following programming instructions and review the Feature Programming Chart.

To program custom features onto programmable buttons on individual voice terminals, follow the procedure below.

•

Go to the voice terminal you want to program.

•

Label the button you want to program with the name of the custom feature.

•

Slide the T/P (Test/Program) switch on the left side of the voice terminal to P (Program).

The voice terminal rings every 5 seconds to remind you it is in program mode.

•

Touch the button that you want to program with the custom feature.

•

Dial the appropriate feature programming code and any additional required numbers and characters listed in the Feature Programming Chart. If you make a mistake, touch the button again and redial the information.

•

If you have more features to program on the voice terminal, repeat the last two steps.

•

When you are finished programming, slide the T/P switch to the center position.

Feature Programming Chart

Feature

(Suggested Button Label)

Auto Answer-Intercom

Description

Have a Hands-Free Unit

go on automatically

Auto Answer

Call Pickup

when you receive ringing

intercom calls.

Pick up a call ringing at another voice terminal.

Call Pickup

Do Not Disturb Temporarily prevent calls

from ringing at your voice

Do Not Disturb

Intercom Auto Dial

terminal.

Place ringing intercom calls with one touch.

Name or Location

Last Number Redial

Redial the number you

dialed most recently.

Last Number

Programming

Code

Dial ✱ 70.

Dial ✱ 85.

Dial ✱ 71.

Dial ✱ 6 + a 2-digit intercom number.

✱

73.

Dial

Notes

Used only with a Hands-Free Unit. Requires a button with lights.

To use this feature you can also dial #3 and the intercom number of the ringing call.

Requires a button with lights.

A button with lights is recommended but not required. The green light goes on whenever the other person is using his or her voice terminal or is using the Do Not Disturb feature.

If you have a 5- or 10-button voice terminal, you can dial #24 rather than program a button to use this feature.

Loudspeaker Paging Use your business’ loud-

speaker paging system

Loudspeaker

Page

to make announcements to someone in your organization.

Dial ✱ 66.

Used only with loudspeaker equipment. To use this feature you can also touch

com

and dial 6. A button with lights

lnter-

recom-

mended but not required.

Feature Programming Chart (continued)

Feature

(Suggested Button Label)

Description

Outside Auto Dial Dial outside numbers or

PBX or Centrex feature

Name or

Location

Privacy

codes with one touch.

Prevent people from join-

ing your calls.

Privacy

Saved Number Redial

Save a number in-

definitely for later

Saved Number

System Speed Dial

Name or Location

redialing.

you program System

Speed Dial codes for frequently dialed numbers, through 99). you can assign any of the codes to buttons for onetouch dialing.

Touch-Tone Enable

If your system has lines that carry rotary pulse

Touch-Tone

Enable

signals, you can switch to Touch-Tone signals to use services such as alternate long-distance or credit card authorization.

Programming

Code

Dial ✱ 90 + an out-

side number.

Dial ✱ 72.

Dial ✱ 74.

Dial ✱ 95 + a System Speed Dial code (60

Dial ✱ 76.

Notes

Requires a button with lights.

If you have a 5- or 10- button voice terminal, you can dial #23 rather than program a but-

ton to use this feature.

Assign System Speed Dial codes to frequently dialed numbers so everyone in your

MERLIN

system can use those codes for quick dialing. It is not necessary to assign these codes to buttons.

PROGRAMMING TIPS FOR 34-BUTTON VOICE TERMINALS

How you program a 34-button voice terminal depends on the person for whom you’re programming it. If it’s for an attendant, refer to specific information on page 33 of this manual. If you are programming for someone other than an attendant, here’s some information that may be helpful.

There is only one difference between a standard 34-button voice terminal and a 34-button deluxe voice terminal. On the deluxe voice terminal, the 24 programmable buttons on the right have lights next to them. On the regular 34-button voice terminal, the buttons do not have lights.

The 34-button voice terminal comes equipped with a Number button, and at least 22 Outside Auto Dial buttons. Other features such as Privacy, Do Not Disturb, etc. may also be assigned depending on how many lines appear on the voice terminal. (See Initial Feature Assignments diagram, page 20.) Here is a strategy to help decide whether or not to reprogram any of these buttons.

The user will probably want to have either the Last Number Redial feature or the Saved Number Radial feature, but may not want both.

If the user has a Hands-Free Unit, program an

If the user needs Privacy or Do Not Disturb, program the feature to a button with

a light (if available).

Have the user decide which people at your business will be called frequently, and program an Intercom Auto Dial button for each.

If the person frequently uses the loudspeaker paging system, program a Page

5. button.

Use all remaining buttons for Outside Auto Dial and store frequently called

numbers on them.

PROGRAMMING TIPS FOR 10-BUTTON VOICE TERMINALS

A 10-button voice terminal has ten buttons above the dial for both lines and features. Depending on how many lines you have in your system–and how you have administered them to a particular 10-button voice terminal–it may have anywhere from 0 to 9 programmable buttons; except for the smaller number of buttons available, the advice for 34-button voice terminals applies here also.

Last Number

Auto Answer

button, a

button with a light.

Saved

In addition to the button features, 10-button voice terminal users have access to 22 Personal Speed Dial codes that they can program themselves and up to 40 System

Speed Dial codes that are programmable by the administrator. The Last Number

Radial feature is available via code #24 or can be programmed to a button, if available. Similarly, Saved Number Redial can be accessed via code #23 or programmed to a button.

PROGRAMMING TIPS FOR 5-BUTTON VOICE TERMINALS If You Have a Model 820 With More Than Four Lines

A typical

voice terminals. On phones with 10 or 34 buttons, all outside lines can show up on

line buttons. On 5-button voice terminals, only the left column of buttons (lines A, B,

C, D) is present. If any of the people in your office have 5-button telephones, you may

need to answer some questions for them or give them some special help. However, you can ignore most of the special considerations discussed here if you have four or fewer lines.

Buttons not assigned to intercom or outside lines are programmable. Both Personal Speed Dial and System Speed Dial are available to 5-button phone users, as is Last Number Redial (#24) and Saved Number Redial (#23).

MERLIN

system consists of a mixture of 5-,10-, 34- and 34-button deluxe

As already explained, people with 5-button voice terminals have buttons and lights for a maximum of four outside lines corresponding to the left column of a larger voice terminal. The system may have more outside lines than can show up on a phone with five buttons. In this case, the user can access most in the same way everybody else does, except for transferred calls.

Transferred Calls

If someone with a 10- or 34-button voice terminal answers a call on a Iine in the right-hand column of buttons, and then transfers that call to a person with a 5-button voice terminal, the person with the 5-button voice terminal will hear the call ringing and be able to answer it, but won’t be able to "see" it. Because the call was transferred on a line that doesn’t show up on the 5-button voice terminal, the person won’t see a light beside a line button. The transferred call, however, can be answered simply by lifting the handset. If it’s necessary to put the transferred call on hold, the person may do so by touching the dialing # ✱ . This person may also want to program the # ✱ sequence onto a programmable feature button and use, the button to return to held calls. To program this, enter program mode, touch the button to be programmed, and dial ✱ 95 ✱ .

You may choose to give employees with 5-button voice terminals the button-free line option (see page 25). If you do not choose the button-free line option, you can maximize the usefulness of 5-button voice terminals by following these rules:

If users of 5-button voice terminals are expected to answer calls from outside

1. (either directly or via Transfer), connect telephone lines to the jacks on the control

unit so that most incoming calls come in on A, B, C, or D. If users of 5-button voice terminals need to place many outside calls, you can

increase the likelihood that lines A, B, C, and D are available for their use by programming Automatic Line Selection on larger telephones "backwards"’—that is, E, F, G, H before A, B, C, D. This means that for people with the 10- and 34-button voice terminals, the system would select lines on the right-hand column of buttons first, making it less likely that all the lines in the left-hand column would be in use at any given time.

If 5-button voice terminal users need access to a special line (such as WATS, FX,

3. etc.), be sure that line is assigned to A, B, C, or D. If it’s plugged into E, F, G, or H, it

won’t appear on 5-button voice terminals.

If an incoming call on lines E, F, G, or H is to be transferred to a 5-button voice

terminal, use the normal transfer procedure (using Transfer, not Hold). The

5-button voice terminal will ring with transfer-ringing and can be answered simply by lifting the handset. Advise 5-button voice terminal users that calls on

lines E, F, G, or H, however, will be invisible-no button, no red light, no green light.

Users with 5-button voice terminals who have calls on "invisible" lines ( E, F, G, H)

can actually use all of the MERLIN system features with those lines. But because visual feedback is important for correct call handling, it is not advisable to do so.

Hold

button, and can get back to the held call by

MERLIN

system features

Special Information for the System Attendant

Many businesses have a system attendant, a person who answers most calls and passes them along to other people in the office. An attendant can also take messages and place outside calls.

The main attendant voice terminal (0 or 10) also serves as an administration voice terminal. For administrative purposes, it is important that all lines appear on this phone, so do not remove lines from voice terminal 0 or 10. Also, the administrator/attendant voice terminal should have complete Intercom Auto Dial capability-one button with lights for each telephone in the system.

The system attendant-or receptionist-has responsibility for making the MERLIN system work effectively for the people in your office. The attendant voice terminal, therefore, has a Send Message button to let people know they have a message waiting, and an Intercom Auto Dial button (with a green light that tells when someone’s phone is busy) for each person in the system.

If your business has an attendant, make sure he or she has the information on the following pages.

RINGING PATTERNS

All the telephones in the office, including the attendant’s, come pre-set to ring immediately on all incoming calls. Therefore, if all calls should ring on all phones, no programming would be necessary. Since the attendant answers most of the calls that come into the office, however, it is probably best to have other phones programmed either to no ring or delayed ring.

For example, some businesses have one attendant and no backup, so that if the attendant is away from the desk, there is no one to answer calls. If this is your situation, set all the other phones in the office to delayed ring, so that when the attendant is away, calls will automatically be forwarded to the other phones in the office.

On the other hand, if you do have someone to cover, you’ll want calls to be routed to that person and not go through to any other phones in the office. Program the phone of the backup person to delayed ring and program all other phones in the office to no

ring.

The programming procedure is so simple that you or the attendant can change call coverage and ringing patterns on an as-needed basis. For example, if the usual backup person is taking the afternoon off, it’s a simple matter to reprogram his or her

phone to no ring and program someone else’s phone to delayed ring for the afternoon. The point is that you don’t want to think of programming as carved in stone. It is

flexible and easily changed. For details, see User’s Guide: Models 206,410, and 820

with Feature Package 2.

TRANSFERRING CALLS

Since the attendant normally answers all calls in the office, those calls must be passed onto the proper individuals.

There are three ways to transfer calls:

1. Directly.This is the quickest and simplest way of transferring a call. Simply,

•

touch

Transfer

•

touch the Intercom Auto Dial button for the person to whom the call is being transferred (or dial the intercom number)

•

hang up.

The person to whom the call is transferred hears a distinctive transfer-ringing and lifts the handset. If the call is not picked up, it returns to the attendant’s phone.

2. With voice announcement. To let the person to whom the call is being transferred know who’s calling.

To announce a transferred call,

•

touch

Transfer

• touch

•

• make the announcement

• hang up.

The person to whom the call is transferred will hear the announcement and will be

connected to the outside call simply by lifting the handset.

3. With Hold and intercom consultation. This method allows the attendant to

discuss the call with the person to whom it is being transferred.

For instance, someone may want to get a certain file out of the file cabinet before

taking the call. For that matter, the person may not want to take the call at all, or may want the attendant to advise the caller of something specific. If, for whatever reason, the call must be discussed before it is passed on, use this method:

• touch

• touch the Intercom Auto Dial button (or dial the Intercom number)

• discuss the call with the person

• tell the person what line to pick up.

Intercom

touch the Intercom Auto Dial button (or dial the intercom number)

Hold Intercom

NOTE: If the person receiving the call doesn’t have a button for that line, tell the person to hangup and then transfer the call to yourself by touching the line button for the held call and then using the direct transfer procedure described above.

If there’s a second call ringing after you have transferred a call by methods 1,2, 3–just touch the flashing line button.

INTERCOM AUTO DIAL

You can increase the efficiency of the Transfer feature with Intercom Auto Dial buttons that allow an attendant to use the button instead of dialing the intercom number. There should be one Intercom Auto Dial button for each person on the

MERLIN

telephone–information an attendant needs when handling incoming calls.

SEND MESSAGE

The attendant can turn on the Message light at phones in the MERLIN system to let people know they have a message waiting.

To do it, touch of the person the message is for. A red light turns on at the attendant voice terminal next to the Intercom Auto Dial button when the message light is lit at the remote voice terminal. Repeating the above procedure turns off the message light.

To take full advantage of the Send Message feature, the attendant voice terminal must be a 34-button deluxe voice terminal.

system. The green light next to the button tells if that person is busy on the

Send Message

and touch the Intercom Auto Dial button for the phone

HEADSET

Finally, an attendant with a heavy call-handling load may find it advisable to use a headset with the optional Headset Adapter rather than lifting and holding the handset throughout the day.

Troubleshootlng Chart

If something goes wrong in the operation of your

possible cause of the problem. In many cases, you can clear the trouble yourself without the need for a service call.

Trouble

You cannot make an outside call.

The Outward Calls switches on the control unit are set to No (down).

The Tone/Pulse switch on control unit is not set correctly.

All voice terminals are dead; that is, there are no lights, no dial tone.

All connections may not be secure. • Check the connections plugged into each

There is no power to the control unit. • Make certain that the On/Off switch is set

MERLIN

Possible Cause

The problem may be the telephone company lines.

system, use the following troubleshooting chart to determine the

Do This

• Plug a standard modular telephone into the telephone company wall jack for your incoming line that has the trouble.

• If you experience the same problem when you use the standard modular phone, report the trouble to your local telephone company.

• Set Outward Calls switches to Yes (up).

• Set the Tone/Pulse switch to Pulse. If you

purchase Touch-Tone service from the telephone company, set the switch to Tone.

voice terminal, the control unit, and the

telephone company line jacks.

• If there are any loose connections, make them secure.

to the On position.

• If the green light on the control unit is off, plug something else into the ac outlet to see if it is supplying power. (Make sure the control unit is not plugged into a switchcontrolled outlet.)

The red warning light unit is lit.

The voice terminals do not ring.

on the control

The cartridges may be loose.

The volume control is turned off. The lines are programmed not to ring. The Do Not Disturb feature is activated.

• Unplug the control unit.

• Make sure that all cartridges are firmly seated in the control unit slots.

• Plug in the control unit.

• Wait for a full five minutes.

• If the red light goes out (and stays out), the

trouble is cleared up.

• If the red light remains on, call your equip-

ment supplier.

• Turn up the volume.

• Program line ringing as desired.

• Touch

• If the buttons on your voice terminal are not

Do Not Disturb

feature. (The green light goes off.) labeled, check each programmable button

to see

if the green light next to it is on; the

Do Not Disturb feature should be on one of those buttons. Then, reprogram those buttons.

to deactivate the

Troubleshooting Chart (continued)

Trouble

The voice terminal will not stop ringing.

One custom feature does not work, but the others do.

The system does not automatically select a free line when you lift the handset. The Automatic Line Selection feature

The line with the flashing green light is not automatically selected when the delayed ring or no ring. handset is lifted.

The T/P switch may be set to P (Program).

The feature was not programmed correctly.

The feature is not being used correctly.

All lines are busy.

has not been programmed correctly.

The line is programmed for either

Possible Cause

Do This

• Slide the T/P switch to the center position.

• Reprogram the feature to the same button.

• Review the description of the feature’s use in the

User’s

Guide: Models

820 with Feature Package 2.

• Make the call later.

• Reprogram the Automatic Line Selection sequence.

• Program the line to ring immediately.

206, 410

and

Index

Administration Mode, 17, 22 Administrator/Attendant Voice

Terminal, 16, 21

Administration Mode, 22 Automatic Answer-Intercom, 11 Automatic Line Selection, 11, 28-29

Button-Free Line Operation, 25-27

Call Pickup, 8 Call Restrictions, 23 Call Waiting, 8 Conference, 8 Control Unit, 4-6, 16-17, 18

Connecting Lines, 18 Diagrams, 5, 6

Model 410, 5 Model 820, 6

Setting Switches, 16-17

Distinctive Ringing, 8 Do Not Disturb, 11 Drop, 8

Extra Alert, 15 Feature Cartridges, 6

Feature Programming Chart, 30-31 Fixed Features, 8-10

General Purpose Adapter, 15 Group Listening, 8 Group Paging, 11, 24-25

Hands-Free Unit, 15 Headset, 15, 35 Headset Adapter, 15 Hold, 8, 27, 33, 35

Automatic Hold Release, 9 Automatic Hold Reminder, 9

Initial Feature Assignments, 19-22

Model 206, 410, and 820 Voice

Terminals, 20

Administrator/Attendant Voice

Terminal, Administration Mode,

Administrator/Attendant Voice

Terminal, Normal Mode, 21 Intercom, 9 Intercom Auto Dial, 11, 34

Manual Signaling, 11

Last Number Redial, 11 Line Administration, 18 Line Request, 9 Loudspeaker Paging, 15

Message Waiting, 9, 35 Monitor-on-Hold, 9 Music-on-Hold, 15

Off-Premises Telephone Interface, 15

On-Hook Dialing, 9 Optional Equipment, 15 Optional Features, 15 Outside Auto Dial, 12

Personal Speed Dial, 12

Personalized Ringing, 12

Power Failure Transfer, 15

Privacy, 12

Privacy Alert, 9 Programmable Features, 11-13 Programmable Line Ringing, 12, 28

Recall, 10 Ringing Line Selection, 10 Ringing Patterns, 34

Saved Number Redial, 12 Send Message, 10, 34, 35 Speaker, 9 System Attendant,

Special Information for, 34-35 System Features, 14 System Reset, 14, 27 System Speed Dial, 14, 24

with Restriction Override, 24 Touch-Tone Enable, 13

Touch-Tone/Rotary Option, 14 Transfer, 10, 13, 33, 34-35

Transfer Return, 10, 25 Troubleshooting, 36-37

Voice Announcement Disable, 13 Voice Terminal Programming, 10

Voice Terminal Testing, 10 Volume Control, 10

Quick Reference Guide to Administration Procedures

This chart summarizes the administrative procedures described in this manual. If you need more information about a procedure, refer to the pages listed.

Before you perform any of the following procedures, enter administration mode by following these steps:

• At the control unit, set Admin/Normal switch to Admin.

• At the administrator/attendant voice terminal, slide the T/P (Test/Program) switch to P.

• Touch Administer (Send Message). (If you don’t have a 34-button voice terminal, dial #01.)

When you finish administering your system, leave administration mode by following these steps:

• At the administrator/attendant voice terminal, slide the T/P switch back to the center position.

• At the control unit, set the Admin/Normal switch back to Normal.

Procedure

BASIC ADMINISTRATION

Programming Square Operation

(See page 18.)

Programming Non-Square Operation

(See page 19.)

ADMINISTERING OTHER SYSTEM OPTIONS

Call Restrictions (See page 23.)

Instructions For Use

✱

• Dial

Assign lines that will appear on all voice terminals in the system:

• Dial

Then, add the remaining unassigned lines to particular voice terminals:

• Touch the Intercom Auto Dial button or dial the intercom

• Touch the button corresponding to the line you want to add

• Repeat this procedure for each voice terminal in the

• Touch the Intercom Auto Dial button or dial the intercom

• Touch

4 plus the total number of lines in your system.

✱

4 plus the total number of lines that you want to ap-

pear on all voice terminals.

number of the particular voice terminal to which you want

to add the line.

Green light on Green light off =

to the voice terminal. system.

number of the voice terminal to be restricted.

Restrict

the green light indicates the kind of restriction you want that voice terminal to have:

Green light off =

Green light flashing =

Green light on

= line has been assigned

line has not been assigned

(the left Intercom button) repeatedly until

outward calls restricted (intercom calls only) toll calls restricted (local and intercom calls only)

= unrestricted (all calls permitted)

System Speed Dial (See page 24.)

• Dial a System Speed Dial code (#60 through #99).

✱

• Dial

90 plus the telephone number. (Dial ✱ 92 and the telephone number if you want a particular System Speed Dial number to have Restriction Override.)

Quick Reference Guide (continued)

Procedure

ADMINISTERING OTHER SYSTEM OPTIONS (continued)

Group Paging

• Dial a Group Page code ( ✱ 70 through ✱ 79) depending on which of the ten groups you want to administer. (You can assign no more

(See page 24.)

than three phones to each group.)

• Touch the intercom Auto Dial button for the voice terminals you want to include or do not want to include in the group:

• Touch that group.

• Administer a different group by repeating the above procedure again.

Transfer Return

• Dial a code ( ✱ 21 through ✱ 29), where ✱ 21 gives you one ring and

(See page 25.) Button-Free Line Operation

by dialing ✱ 20.

To administer a voice terminal to be button-free:

• Touch the Intercom Auto Dial button of the voice terminal you want

(Use with Model 820 5-button voice terminals with five or more lines.)

(See page

25.)

to administer. (The green light next to the button comes on.)

•

If you want the button-free voice terminal to ring, dial ✱ 31 (the

green light flashes rapidly). If you don’t want the voice terminal

to ring, dial ✱ 32 (the green light flashes slowly).

To return a voice terminal to "square" operation:

• Touch the Intercom Auto Dial button of the voice terminal you want

to administer.

• Dial

Instructions For Use

Green light off = Green light on =

Administer (Send Message)

✱

29 gives you nine rings. You can turn off Transfer Return

✱ 34.

voice terminal is in the group

voice terminal is not in the group

when you are finished with

System Reset (See page 27.)

• At the control unit, set the Admin/Normal switch to Admin.

• At the administration/attendant voice terminal, slide the T/P switch

to P.

• Touch

Administer (Send Message).

• At the control unit, set the Admin/Normal switch to Normal.

✱

• At the administrator/attendant voice terminal, dial

99.

(If you hear a two-beep signal, the reset worked; if you hear a

single, low-pitched ring, the reset did not work.)

• Once the system is reset, turn the power off at the control unit, then on again.

AT&T

MERLIN is a trademark of AT&T.

COM KEY and TOUCH-A-MATIC are registered trademarks of AT&T.

Issue 2

999-504-136 IS

September 1985

AT&T 206, 410, 820 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

Introduction

The Control Unit

THE THREE TYPES OF CARTRIDGES

Features and Benefits

Fixed Features

Programmable Features

Optional Features and Equipment

Basic Administration

THE ADMINISTRATOR/ATTENDANT VOICE TERMINAL

SETTING SWITCHES ON THE CONTROL UNIT

ENTERING ADMINISTRATION MODE:

LINE ADMINISTRATION

Connecting Lines to the Control Unit

Assigning Lines to Line Buttons

INITIAL FEATURE ASSIGNMENTS

Customizing Other Options in the System

CALL RESTRICTIONS

SYSTEM SPEED DIAL

GROUP PAGING

BUTTON-FREE LINE OPERATION

Instructions for Button-Free Line Operation

SYSTEM RESET

PROGRAMMABLE LINE RINGING

AUTOMATIC LINE SELECTION

Programming Individual Voice Terminals to Meet Personal Priorities

Feature Programming Chart

PROGRAMMING TIPS FOR 34-BUTTON VOICE TERMINALS

Transferred Calls

Special Information for the System Attendant

RINGING PATTERNS

TRANSFERRING CALLS

INTERCOM AUTO DIAL

SEND MESSAGE

HEADSET

Troubleshootlng Chart

Index

Quick Reference Guide to Administration Procedures