The information in this document is subject to change without notice. AT&T assumes no responsibility
for any errors that may appear in this document.
MERLIN is a registered trademark of AT&T
To order copies of this document, call the AT&T Customer Information Center, 1-800-432-6600 and
include the document number 999-507-149 with your order.
Issue 1
May, 1988
Contents
Section 1: Introduction
About the MERLIN II
Communications System
Section 2: Reference
Overview
MERLIN II System Features
Accessory Equipment
Section 3: Quick Reference Guides
Introduction
Button Code Administration Procedures
Administration Button Codes
Menu-Driven Administration Procedures
Voice Terminal Features and Programming Codes
1-1
2-1
2-2
2-169
3-1
3-2
3-17
3-21
3-38
About the MERLIN II Communications System
The MERLIN® II Communications System with Feature Module 2 offers
features and options available until recently only on much larger systems.
You can choose from among more than 100 system wide options and
programmable features to customize your system to your specific business
needs.
Some system features are designed to make call handling easier and call
traffic more manageable, whether you have a stand-alone system or one that
operates behind another system such as PBX or Centrex. Other MERLIN 11
system features can help reduce communications costs. And to accommodate
your growing communications needs, the system can expand to support up to
56 outside telephone lines and 72 telephones.
EASY TO USE
EFFICIENT
Contacting clients across the country or co-workers
in the next office is quick
and easy with such features as:
● System and Personal Speed Dial
● Saved Number and Last Number Redial
● Notify
● Intercom
● Group Page
Heavy call traffic becomes easily manageable with such features as:
● Line Pools
● Group Call Distribution
● Call Forwarding
● Call Transfer
● Transfer Return Identification
● Call Pickup and Group Call Pickup
● Conference Calling
● Call Coverage
COST EFFECTIVE
And the system administrator can combine some or all of the following
options to control costs without placing unreasonable constraints on the
people in your business:
●
Customized Line Assignments
●
Automatic Route Selection
●
Call Restriction
●
Allowed Lists
●
Enhanced Night Service
●
Call Report (SMDR)
●
Direct Inward System Access
About the MERLIN II Communications System 1-1
● Account Number Entry
These and the many other features and options available with the MERLIN II
system are explained in detail in this manual.
About the System Documentation
WHAT’S IN THIS MANUAL
OTHER MERLIN II SYSTEM Several types of guides are packaged in
DOCUMENTATION
The information in this MERLIN II Communications System Manual is divided
into three sections, as described below.
Section 1: Introduction
This section tells you what’s in the manual, what other documentation is
provided for the system, and how to use it.
Section 2: Reference
This section contains detailed discussions of each component, option, and
feature in the MERLIN II system.
help you find the information you need quickly. Administrators and users
can read through the appropriate entries to familiarize themselves with the
system and its features.
Section 3: Quick Reference Guides
The guides in this section give you quick access to streamlined administration
and programming procedures.
and want to find a particular procedure
System Guides
You’ll find copies of user and attendant
The entries are organized alphabetically to
Use them if you’re familiar with the system
fast.
the binder with this system manual.
guides in the back of this binder.
Distribute those guides as soon as possible so people can learn how the
system works and how they can make the most of its optional features.
You’ll also find a MERLIN II Communications System Data Communications Guide
in the back of the binder. Refer to that guide only if your system includes
digital data equipment.
Installation and Administration Manual
The MERLIN II Communications System Installation and Administration Manual is
packaged with your system.
a process that includes planning the system, installing hardware, and
performing initial system administration. Section 5 of that manual,
“Troubleshooting,”
problems with the system.
1-2 About the MERLIN II Communicatlons System
It contains instructions for installing the system,
contains procedures for isolating and correcting any
HOW TO USE THE
SYSTEM MANUAL AND
GUIDES
How you use this manual and the user and attendant guides at any particular
time depends on what you want to do, as the following information suggests.
Making Changes to a Running System?
Change the planning forms to reflect the changes you want to make. Then
see the relevant entries in Section 2, “Reference” or in the appropriate guide
in Section 3, “Quick Reference Guides. ”
Managing Incoming Call Traffic as a System Attendant?
See the MERLIN II System Atendant’s Guide for a description of your console
and instructions for handling calls.
If you want more detailed information,
consult the appropriate entries in Section 2, “Reference,” in this manual.
Using a Voice Terminal
for the First Time?
See the appropriate MERLIN II System User’s Guide for the type of telephone
you have. (There are separate guides for analog and digital voice terminals
and basic telephones.) The guide describes the voice terminal or telephone
and explains how to use it.
If you want more information about particular
system features, consult the entries for those features in Section 2,
“Reference,” in this manual.
About the MERLIN II Communicatlons System 1-3
Overview
This section of the manual provides the information you need to program,
administer, and use the many MERLIN II system features and to use the
accessory equipment available for the system.
The information in this section is divided into two parts:
● MERLIN II System Features.
system, optional system features that the administrator can assign, and
programmable features that individual users can program onto their voice
terminals.
● Accessory Equipment.
with the MERLIN II system.
The individual features and the accessories are listed alphabetically so you can
find the entry you need quickly.
Includes the additional hardware that can be used
Includes fixed features of the MERLIN II
Overview 2-1
MERLIN II System Features
Your MERLIN II system offers features that provide effective telephone
service or both a business-wide and a personal basis. In order to meet
company priorities and needs, the system administrator can assign lines and
add features that will benefit the whole system.
The system can support the voice terminals (telephones with programmable
buttons) listed below as well as any standard Touch-Tone or rotary telephone.
The voice terminals in the MERLIN II system come ready to use with many
fixed features, such as Transfer and Hold. Users can also add features to
their voice terminals, such as Privacy or Saved Number Redial, that will help
them handle calls easily and efficiently.
TYPES OF VOICE
TERMINALS
There are two basic types of voice terminals, analog and digital. You may
have either or both types in your system.
Voice terminals come in different
sizes, with various special features and accessories.
The following analog voice terminals are available with the MERLIN II
system:
5-Button Voice Terminal
10-Button Voice Terminal
10-Button Hands-Free Answer on Intercom (HFAI-10) Voice Terminal
BIS-10 Voice Terminal
BIS-22 Voice Terminal
34-Button Deluxe Voice Terminal
34-Button (SP-34) Voice Terminal with Speakerphone
34-Button (SP-34D) Voice Terminal with Speakerphone
and Display Unit
BIS-34 Voice Terminal
BIS-34D Voice Terminal with Display
MERLIN 11 System Display Console
Digital voice terminals are also available:
● 7406 Voice Terminal
HOW ENTRIES ARE
ORGANIZED
2-2
MERLIN 1 I System
Features
● 7406D Voice Terminal with Display
The information included in each feature description is divided into five
categories:
Description The description of the feature tells what it does and explains
its advantages for those people using it.
Considerations Special considerations include any qualifications the
person using the feature should know, ways in which the feature can be
used, or other features it can or cannot be used with.
Administration Administration procedures tell the system administrator
how to administer the features at the administrator/attendant console.
Programming Programming involves customizing a voice terminal to suit
the needs of the person using it.
Brief programming instructions are
included for both the analog and the digital voice terminals, and
programming codes are specified for each programmable feature. Since
the procedure for entering and leaving programming mode depends on
the type of voice terminal you are using, be sure that you follow the
general programming directions carefully.
● How To Use Step-by-step procedures are provided for using each feature.
General instructions for entering and leaving administration and
programming mode appear below.
procedure appear in each feature entry.
Only the specific steps for a particular
Programming, administration, and
using information are provided only when applicable.
General Procedures for Administration and Programming
To perform system administration or to program a voice terminal, you must
take the administrator/attendant console or the voice terminal out of regular
call-handling mode. The console or voice terminal can’t be used to place or
receive calls while in administration or programming mode.
The procedures for putting the administrator/attendant console into and out
of administration mode and for putting a voice terminal into and out of
programming mode appear below.
ENTERING AND LEAVING
ADMINISTRATION MODE
NOTE: The planning forms for the system show line and feature
assignments.
If you are administering a new feature, keep the
appropriate planning form handy as a guide. If you’re changing an
existing feature, be sure to change the form as well.
If you have a MERLIN II System Display Console, you place an overlay on
the console when you are performing administration. This overlay, packaged
with the console, shows the functions of the buttons when the console is in
administration mode.
NOTE: The overlay may have been placed in the specially-made
labeled pocket folder of the MERLIN II lnstallation and Administration
Manual when the system was unpacked and installed.
Place the overlay on the console before you enter administration mode and
remove it when you leave administration mode.
To enter administration mode:
1
Slide the T/P switch to P.
2
Touch Conference twice.
If you‘re using a MERLIN II System Display Console, the administration menu appears.
you‘re using a BIS-34D Console, lights flash next to Adm Pool, Adm Tel, Message,
and Speaker.
To
leave administration mode:
If
1
Slide the T/P switch to the center position.
MERLIN II System Features 2-3
ENTERING AND
PROGRAMMING
LEAVING
MODE
To program a feature at a voice terminal, you label an available button with
the name of the feature, such as “Last Number Redial, ” or a person’s name,
then put the voice terminal into programming mode, as shown below. How
you enter and leave programming mode depends on whether the voice
terminal is an analog model such as the 5-button, 10-button, 22-button, or
34-button voice terminal or a digital model such as the 7406 and 7406D voice
terminal. If the voice terminal has a display, it shows you the features and
options you have selected.
NOTE: Voice terminals in programming mode ring every five seconds
to remind you that you’re programming and that you can’t place or
receive calls. Remember not to lift the handset while you are
programming.
At
an Analog Voice Terminal
To
put an analog voice terminal into programming mode:
1
Slide the T/P switch to P.
To
return to regular call-handling mode:
1
Slide the T/P switch to the center position.
At
a Digital Voice Terminal
To
put a digital voice terminal into programming mode:
1
Dial # 33.
return to regular call-handling mode:
To
1
Dial #00
INTERPRETING FORCED
In order for you to perform certain basic administration procedures, the
IDLE SIGNALSsystem must be idle, that is, have no calls in progress. If you get the message
“System Busy, ” you must wait until the system is idle or try the procedure
again later.
GETTING PRINTOUTS
If you have a printer, you can get printouts that show how certain features
have been administered. You order printouts by entering a code or touching
a button at the administrator/attendant console while you’re in administration
mode. Instructions for getting printouts are included in the administration
procedures.
NOTE: Be sure to wait until the printout is completed before leaving
administration mode. Don’t remove the printout until you’ve left
administration mode, or your page alignments will be affected.
2-4 MERLIN II System Features
Abbreviated Ringing
See “Ringing Options. ”
Account Code Entry
DESCRIPTIONIf your system uses the Call Report feature, you can include account numbers
in the printed report (see “Call Report”). You can use these account numbers
to identify the department, project, or client to whom the call should be
charged.
CONSIDERATIONS
PROGRAMMING
HOW TO USE
● If you use some account numbers often, you can assign a dialing code to
the number (see “Personal Speed Dial”) or program the number onto an
Outside Auto Dial button (see “Outside Auto Dial”).
● You can use this feature to enter account numbers for both incoming and
outgoing calls.
To program an Account Code Entry button, label a button that has lights,
enter programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial *82.
3 Program another feature, or leave programming mode.
To associate an account code with a call you are making:
1 With the call in progress, touch Account Code.
The green light next to the Account Code button flashes.
2 Dial the account code. (You can also dial a Personal Speed Dial code or
touch an Outside Auto Dial button that you have assigned to this account
code. )
3 Touch Account Code again.
The green light next to the button becomes steady.
If you make a mistake as you enter an account code, just perform these steps
again.
MERLIN II System Features 2-5
Allowed Lists
DESCRIPTION
When the MERLIN II system is first set up, all voice terminals can be used for
all types of calls.
However, the administrator can restrict selected voice
terminals so that people can use them to place only intercom or local calls (see
“Call Restriction” ) If that is too limiting, the administrator can allow people
with restricted voice terminals to call particular area codes and/or exchanges
by assigning lists of these permitted numbers (allowed lists) to the vice
terminals.
CONSIDERATIONS
● Only the system administrator can establish allowed lists.
● A system can have up to eight allowed lists, each with as many as ten
entries. Each entry can contain a leading 1, if required, plus a maximum
of six characters. These can be an area code, an exchange code, an area
code plus an exchange code, or an emergency number such as 911.
ADMINISTRATIONGet the Allowed–Lists Form for the system. Follow the appropriate steps,
below, to set up allowed lists, assign voice terminals access to lists, and get a
printout showing how you’ve administered this feature.
With a MERLIN II System Display Console
To Administer an Allowed List
1
From the administration menu, touch [More], [Tables], [More], [AlwList] .
Dial the allowed list number (0 through 7).
2
Dial the entry number (0 through 9).
3
4
Touch
Take the appropriate action:
5
[Enter] .
If you find that you are going to keep the existing entry, touch
again to leave this menu.
To repeat the procedure, press
begin again at step 2.
If you are going to dial a new entry, touch
[Drop] to delete the existing
entry.
Dial the new entry. It can be an area code and/or exchange (6 digits
6
maximum), plus a leading 1 if required, or an emergency number such
as 911.
7
For each additional entry on this list, touch
8
When the list is complete, touch
9
To create additional lists, touch
[Enter] .
[AlwList] and repeat steps 2
[Next] and dial
the number.
through 7.
10 Take the appropriate action:
If you want to give voice terminals access to allowed lists, touch
[AllowTo], and go on to step 2 of the procedure below.
Touch Conference to return to the administration menu, or leave
administration mode.
[Enter]
[AlwList], and
2-6 MERLIN II System Features
To
Give Voice Terminals Access to Allowed Lists
1
From the administration menu, touch
2
Dial the list number (0 through 7).
Touch
3
4
Touch the Auto Intercom button(s) until the appropriate code shows:
Touch [AllowTo] and repeat steps 2 and 3 to give voice terminals access to
5
[Enter] .
Steady green on
Green
off = voice terminal doesn‘t have access to the numbers on the list
=
voice terminal has access to the numbers on the list
[More], [Tables], [More], [AllowTo] .
other lists.
6
Touch Conference to return to the administration menu, or leave
administration mode.
Get Printouts
To
1
From the administration menu, touch
2
Take the appropriate action:
Touch
[AlwList] if you want a printout of allowed lists. You must then
select which list (0-7) and touch
Touch
[AllowTo] if you want a printout of voice terminal access to
[More], [More], [Print], [More] .
[Enter] .
allowed lists.
Touch the button for a different print procedure or touch Conference to
3
return to the administration menu.
With a BIS-34D Console
To
Administer an Allowed List
1
Touch Message.
2
Dial #5.
3
Dial the list number (0 through 7), then the entry number (0 through 9).
4
Dial the entry.
Take the appropriate action:
5
To add more entries to the
list, repeat steps 2 through
To remove an entry from a
same list or to add entries to a different
4.
list, perform steps 2 and 3, then touch
Drop.
6
Go on to step 2 of the procedure below, if you want to assign voice
terminals access to allowed lists, or leave administration mode.
To
Give Voice Terminals Access to Allowed Lists
Touch Message.
1
Dial #4.
2
3
Dial the number of the list (0 through 7).
lights come on next to the Auto Intercom buttons for all voice terminals that can
Green
access the allowed list.
MERLIN II System Features 2-7
4 Touch the Auto Intercom button for each voice terminal whose status you
want to change until the correct code is showing.
=
Green light on
Green light off
voice terminal can access numbers in the list
=
voice terminal cannot access numbers in the list
5 Repeat steps 2 through 4 for each allowed list that you want to assign to
voice terminals in your system.
6 Go to step 2 of the procedure below to get printouts, or leave
administration mode.
Attendant Barge-In
DESCRIPTION
To Get Printouts
If you have a printer connected to your system, you can
get a printout of any of your allowed lists and the voice terminals that can
access them.
1 Touch Message.
2 Dial the appropriate code:
To get a printout of an allowed list, dial #5, the list number (0
through 7), and 0 #900.
To get a printout of the voice terminals that can access allowed lists,
dial # 904.
3 Touch Message to go on to another procedure, or leave administration
mode.
Attendants who must contact a person whose voice terminal is busy or has
Do Not Disturb activated can use Attendant Barge-In to bridge onto the call or
override D
O Not Disturb.
CONSIDERATIONS
PROGRAMMING
2-8 MERLIN II System Features
● Only attendant positions can use this feature.
● This feature must be programmed on a button.
● You cannot use Attendant Barge-In for a Call Distribution Group.
● If the target voice terminal is in programming mode, you will hear a busy
signal if you try to use Attendant Barge-In.
● Attendant Barge-In cannot override Privacy at the target voice terminal
and cannot be used to bridge onto conference calls involving three voice
terminals.
● An Attendant Barge-In call will not be directed to another voice
terminal if
Call Coverage, Call Forwarding, or Follow Me is in effect.
To program an Attendant Barge-In button at an attendant position,
label an
available button, enter programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial *25.
3 Program another feature, or leave programming mode.
HOW TO USE
1 Place a ringing intercom call.
2 If you hear a busy signal or the person doesn’t answer touch Barge-In.
If a call is in progress, the people hear a tone, then
Not Disturb is in effect, the person you are calling hears ringing.
Attendant Postion Setting
DESCRIPTION
CONSIDERATIONS
The system administrator must identify the stations that will be attendant
positions.
●
The system always recognizes the console that is plugged into default
station jack 01 (intercom 10) as an attendant position.
●
Every fourth analog station jack can be used for an attendant position and
no more than two stations on a single analog voice terminal module can
be designated as attendant positions.
●
A MERLIN II system can have a maximum of eight attendants.
●
If the administrator changes a standard voice terminal to an attendant
position or voice versa, he or she must reassign lines and features to the
voice terminal or console.
you
are bridged onto their call, If Do
ADMINISTRATION
Get the Master Planning Form or the Station Configuration Forms, which
show the stations to be used as attendant positions. Enter administration
mode, and follow the appropriate procedure, below, to designate attendant
positions.
With a MERLIN II System Display Console
1 From the administration menu, touch these buttons: [System], [Attendants],
[Position].
A steady or a flashing green light will appear next to each button for each station that
either is or can be an attendant position (see Step 2 below). No light goes on next to the
button for a station that cannot be an attendant position.
NOTE: If you see the message, “System busy—please wait, ” wait for a
prompt or try this procedure again later.
2 To change an attendant position setting, touch the Auto Intercom button
for the station until the green light next to the button shows the setting
you want:
=
this station is an attendant position.
=
this station can be but is not now an attendant position.
Green light flashing
3
Touch [Store] .
You see
the message,“System is Re-starting” and then the administration menu reappears.
Green
light on
MERLIN II System Features 2-9
4 Go on to another procedure, or leave administration mode.
With a BIS-34D Console
1 Touch Message.
2 Dial # 203.
NOTE: If you see the message “Wait: System Busy, ” wait for the prompt
or try this procedure again later.
3 Check the lights next to the Auto Intercom buttons. A green light goes
on next to the button for each station already designated as an
attendant position.
each station that can be used as an attendant position.
A flashing green light goes on next to the button for
No lights go on
next to the buttons for stations that cannot be attendant positions.
4 Touch the Auto Intercom buttons until the green light next to the button
shows the setting you want:
light on = this station is an attendant position.
Green
Green light flashing
=
this station can be but is not now an attendant position.
5 Dial #.
6 After several seconds, the lights next to Adm Pool, Adm Tel, Message,
and Speaker begin to flash.
At this signal, go on to another procedure or
leave administration mode.
Auto Answer-All
DESCRIPTION
CONSIDERATIONS
If you want calls to be answered
answering machine connected to
automatically by an optional modem or an
your voice terminal, you need to program an
Auto Answer-All button.
● YOU can have both Auto Answer-All and Auto Answer-Intercom
programmed for your voice terminal; however, the two buttons cannot be
turned on at your voice terminal at the same time.
● If you want an answering machine to answer intercom calls, use the Auto
Answer-All rather than the Auto Answer-Intercom feature. If you try to
use an answering machine with the Auto Answer-Intercom feature, it may
cause intercom calls to be dropped.
● If you want an answering machine to answer only intercom calls, not
outside calls, program all your lines for no ring. (See “Ringing Options.”)
● In order to use a modem or answering machine with your analog voice
terminal, you must have a General Purpose Adapter. (See “General
Purpose Adapter”
● If you have an Hands Free Unit, see “Auto Answer-Intercom, ” below.
under “Accessory Equipment. ” )
2-10 MERLIN II System Features
PROGRAMMING
To program an Auto Answer-All button, label a button that has lights, enter
programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial *75.
3 Program another feature, or leave programming mode.
HOW TO USE
To have a modem or an answering machine answer calls automatically:
1 Touch Auto Answer-All.
To stop automatic answering:
1 Touch Auto Answer-All again,
Auto Answer-Intercom
DESCRIPTION
CONSIDERATIONS
You may have an optional Hands-Free Unit connected to your voice terminal.
If you want it to go on automatically when you receive intercom calls so you
can answer them without lifting your handset, you need to program an Auto
Answer-Intercom button.
● You should use the Auto Answer-Intercom feature instead of Auto
● If you want an answering machine to answer intercom calls, use the Auto
The green light next to the button goes on.
The green light next to the button goes off.
Answer-All to activate a Hands-Free Unit when intercom calls come in.
Answer-All feature instead of Auto Answer-Intercom. (See “Auto
Answer-All.”)
● You can have both Auto Answer-All and Auto Answer-Intercom
programmed for your voice terminal; however, the two buttons cannot be
turned on at your voice terminal at the same time.
● If you have a built-in speakerphone or Hands-Free Answer on Intercom,
you don‘t need to program the Auto Answer-Intercom feature.
To program an Auto Answer-Intercom button, label a button that has lights,
enter programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial *70.
3 Program another feature, or leave programming mode.
MERLIN II System Features
2-11
HOW TO USE
Auto Intercom
To have your Hands-Free Unit go on automatically when you receive
intercom calls:
1 Touch Auto Answer-Intercom.
The green light next to the button goes on.
To return to answering calls yourself:
1 Touch Auto Answer-Intercom again.
The green light next to the button goes off.
DESCRIPTION
CONSIDERATIONS
PROGRAMMING
You can use an Auto Intercom button for one-touch dialing of intercom
numbers. Program any intercom number onto an Auto Intercom button and
use the button instead of dialing the intercom number.
● You cannot have both an Auto Intercom button and a Manual Signaling
button for the same person.
If you try to program both, you deactivate
the one that you programmed earlier.
● If you program this feature onto a button with lights, the green light next
to the button goes on when the person at that intercom number uses the
voice terminal or uses the Do Not Disturb feature. When the person calls
you, the light next to the person’s Auto Intercom button flashes.
To program an Auto Intercom button, label an available button (one with
lights is recommended, though not required), enter programming mode, and
follow these steps:
Touch the button you want to program.
1
2
Dial *91 plus an intercom number.
3
Program another feature or leave programming
mode.
HOW TO USE
2-12 MERLIN II System Features
To
place a ringing intercom call with one touch:
1
Touch the Auto Intercom button for the intercom number you want to
reach.
Your voice terminal speaker goes on and you hear ringing.
2
If the other person answers, lift your handset. If not, touch Speaker or
Speakerphone to cancel the call.
To
place announced intercom calls:
1
If the red light next to it is not already on, touch Intercom-Voice.
2
Touch the Auto Intercom button for the intercom number you want to
dial.
Your speaker goes on and you hear a beep.
Lift your handset and begin speaking.
3
Automatic Line Selection
DESCRIPTION
CONSIDERATIONS
PROGRAMMING
You can program the order in which your system makes lines available to you
for outside calls. For example, if you usually make long distance calls, you
might specify a WATS line as the first line in your Automatic Line Selection.
Whenever you lift your handset or touch Speakerphone, the system connects
you to the WATS line, unless you select another line manually. If the first
line in your Automatic Line Selection sequence is busy, the system connects
you to your second choice line, and so forth.
● You can place up to eight lines in an Automatic Line Selection sequence.
●
You can include either outside lines or intercom lines in the sequence, but
you should not mix the two types of lines.
● If your system is set for Dial Access for Line Pools or for Automatic Route
Selection, you probably won’t need Automatic Line Selection, unless you
have a private line.
● If you plan to program other features when you program Automatic Line
Selection, you must program Automatic Line Selection first. If you’re
already in the middle of a programming session, leave and reenter
programming mode before you program Automatic Line Selection.
To program an Automatic Line Selection sequence, enter programming mode
and follow these steps:
HOW TO USE
1 Dial **
2 Touch the buttons in the order you prefer.
3 To program other features, dial ** again. Otherwise, leave programming
mode.
When you want to place an outside call:
1 Lift your handset or touch Speakerphone.
The MERLIN II system connects you to the first free line in your Automatic Line Selection
sequence.
MERLIN II System Features
2-13
Automatic Route Selection
DESCRIPTION
CONSIDERATIONS
The Automatic Route Selection (ARS) feature allows the administrator to
specify how the system can route toll and local calls to minimize costs for the
business. Routing calls efficiently is especially important if the system:
● Has several different line pools, such as local, WATS, foreign exchange, or
tie lines.
● Uses an alternate long distance company.
The system administrator determines the most efficient routes for calls to
different area codes and exchanges and enters that information in the system.
With ARS in place, people simply touch the Pool Access button and dial the
telephone numbers they want to reach, without selecting particular line pools
or dialing special routing digits.
The MERLIN II system directs the call to the
line pool that the administrator has designated as the best one for that type of
call. If all the lines in the first-choice line pool are busy, the system routes
the call to the second-choice line pool and so on.
Only systems administered as pooled systems with ARS can use this
feature. See “System Type. ”
In order to administer ARS, the administrator must have a completed set
of Forms for Automatic Route Selection. These forms are provided in
Section 2, “Planning the System, ”
in the MERLIN II System Installation and
Administration Manual.
ADMINISTRATION
Valid digit entries for “Other Digits” (listed under the “Other Digits”
heading on the “Form for Automatic Route Selection Table”) are: 0-9, *,
Hold (Pause), Recall, and Transfer (Touch-Tone Enable). The # entry is
not valid.
Get the planning forms for ARS.
Enter administration mode and follow the
appropriate procedure below to administer ARS:
With a MERLIN II System Display Console
1 From the administration menu, touch
[More], [Tables] to reach the ARS
Tables screens.
2 To specify how many tables are 6-digit tables:
a Touch
b Dial the number of 6-digit tables (0 through 8) and touch [Enter] .
[ARS-6dgt] .
3 To add an area code or exchange to the Area Code/Exchange section of a
table:
a On the Tables screen, touch [ARS-Inp] .
b Dial the table number (0 through 7) and touch [Enter] .
c Dial the entry number (00 through 99) and touch
[Enter] .
2-14 MERLIN II System Features
d Dial the entry (an area code or an exchange).
e For each additional entry, touch
f Touch [Enter] .
[Next] and dial the entry.
4 To delete an area code or exchange from the Area Code/Exchange section
of a table:
a On the Tables screen, touch
b Dial the table number (0 through 7) and touch
c Dial the entry number (00 through 99) and touch
d Touch Drop.
e Touch
[Enter] .
[ARS-Inp] .
[Enter] .
[Enter].
5 To add pool number, other digits, and absorption codes, if required, to
the Pool, Absorb, and Other Digits section of a table:
a On the Tables screen, touch
b Dial the table number (0 through 9), dial the entry number (0 through
5), and touch
[Enter].
[ARS-Pool].
WARNING
In order to add pool number, other digits, and absorption codes, the
existing digits and codes as well as the entry pool number you are
about to dial have to be cleared out. The next step clears other digits
as well as the absorption code.
c Dial the entry (pool number) and touch
d Dial any other digits required.
[Enter].
e Perform the appropriate step:
➤ To add an absorption code to this entry, touch [Enter] and go on to
step f.
To enter the pool number for the next entry on this table, touch
[Next] and go back to step c.
f Dial an absorption code (0 through 5).
= none
● 0
● 1 = leading 1
● 2=
● 3 = 1 + area code
● 4=
● 5=
area code
1 + exchange
1 + area code + exchange
g Perform the appropriate step:
To administer the next entry for this table, touch
[Next] and go
back to step c.
To administer entries for another table, touch
[Enter] and go back
to step a.
6 To delete a pool number (action also deletes any other digits and
absorption type):
a From the Tables screen, touch
b Dial the table number (0 through 9).
[ARS-Pool] .
MERLIN 11 System Features
2-15
Dial the entry number (0 through 5) and touch
c
Touch Drop.
d
This clears out any entry already there.
e
Perform the appropriate step:
[Enter] .
Dial a new pool number and touch
[Enter] to enter a new pool
number, or
Touch
f
Touch
7 To
8 When you’ve entered all the information from the Forms for ARS Tables,
add or delete other digits in the Special Number Table:
From the Tables screen, touch
a
Dial the other digits or touch Drop to remove digits.
b
Touch
c
[Enter] to insert a blank entry.
[Exit] to return to the Tables screen.
[Spc/Nm] .
[Enter] .
touch Conference.
9 If you want a printout of the ARS tables, follow these steps:
From the administration menu, touch [More], [More], [Print], [More] .
a
Touch
b
c
Touch Conference to return to the administration menu, or leave
[ARS] to begin printing.
administration mode.
With a BIS-34D Console
Administering the Area Code/Exchange Sections
1 Touch Message.
2 If you are setting Up a new system and don’t need any 6-digit tables, go
on to step 3, If you have 6-digit tables, perform this step:
To specify how many of your ARS tables should be 6-digit rather than 3-
digit tables, dial #305, then the number of tables (0 through 8) that should
be 6-digit tables.
If you enter:
# 3050
#
3051
# 3052
# 3053
# 3054
# 3055
# 3056
# 3057
# 3058
These tables are 6-digit:
None
Table 0 only
Tables 0 and 1
Tables 0, 1, and 2
Tables 0 through 3
Tables 0 through 4
Tables 0 through 5
Tables 0 through 6
Tables 0 through 7
3 Dial #6.
4 Dial the table number (0 through 7).
2-16 MERLIN II System Features
5 Dial the number (00 through 99) of the entry you want to record in the
table.
For 6-digit tables, entry 00 is the area code and entries 01 through 99 are
exchanges within that area code.
For 3-digit tables, all the entries are area
codes or exchanges.
6 If you want to remove an entry, touch Drop.
7 Dial the area code or exchange you want to record.
8 Repeat steps 3 through 7 for each table entry you want to administer.
9 If you need to administer the Pool, Absorb, and Other Digits sections of
your tables, go on to step 2 of the next procedure. If not, go on to step 10
below.
10 If you have a printer connected to your system, dial #902 to get a printout
of the complete set of ARS tables.
11 Touch Message and go on to another procedure, or leave administration
mode.
Administering the Pool, Absorb, and Other Digits Sections:
1 Touch Message.
2 Dial #7.
3 Dial the table number (0 through 9)
4 Dial the number (0 through 5) of the entry you want to record.
5 To remove this entry, touch Drop, to add or change this entry, go on to
step 6.
6 Dial the pool number you want to record.
7 Dial any other digits needed, such as an access code and an account code
for an alternate long distance company, after the pool number. You
recorded these numbers on the form labeled “Form for Automatic Route
Selection Table, ” under the heading, “Other Digits. ”
NOTE: Make sure to enter the required number of pauses between the
access code and the account code for an alternate long distance company.
The average number of pauses is four, but some systems may work better
with either fewer or more pauses.
Be sure to add one pause after the
account code as well.
8 After you have administered a pool number and any other digits required,
you can associate an absorption type with the line pool. Follow these
steps to add, change, or remove an absorption code:
a Dial #7, then dial the table number (0 through 9), then dial the
number (0 through 5) of the entry you want to record.
b The system is factory-set not to absorb any digits that callers dial. If a
line pool requires absorption, enter the appropriate code to tell the
MERLIN II System Features
2-17
system how many digits to drop if the user dials an unnecessary toll
prefix, area code, or exchange for this type of line pool:
● 0=
● 1 = Absorb leading 1
● 2 = Absorb area code
● 3
● 4 = Absorb 1 + exchange
● 5 = Absorb 1 + area code + exchange
No absorption
= Absorb 1
I- area code
Check to be sure the entry shown on the display is correct. If necessary,
repeat the procedure.
NOTE: If you change the pool number or other digits for an entry that has
absorption type 1 through 5 associated with it, the system changes the
absorption type to 0 (no absorption). You must perform this step again if
you want to restore an absorption type to an entry that you have changed.
9 Repeat steps 2 through 8 for each table entry you want to administer.
You must perform these steps in order to add a new entry or change the
pool number, other digits, or absorption type of an existing entry.
10 If you want to add, change, or remove an access code that must be dialed
to reach the numbers on the Special Numbers table, dial #800 and
perform one of the following operations:
To
add or change an access code, perform step 7.
HOW TO USE
To
Check
repeat
11 If you have a printer connected to your system, you can get a printout of
remove an access code, touch Drop.
to be sure the entry shown on the display is correct. If necessary,
the procedure.
the complete set of ARS tables. Otherwise you can activate the ARS
feature at this time by going on to the next procedure. To order a
printout, dial #902.
12 Touch Message and go on to another procedure, or leave administration
mode.
To place a outside call using ARS:
1 Touch one of the Pool Access buttons, unless a red light next to the
button is already on.
2 Lift your handset or touch Speakerphone.
3 Dial the outside telephone number you want.
You hear beeps instead of Touch-Tones or rotary clicks as you dial.
4 Wait a few moments for the call to be completed.
If you hear a busy signal that is faster than normal:
1 Touch the same Pool Access button you used to begin your call.
2-18 MERLIN II System Features
If you hear a fast busy signal again:
1 Disconnect and try your call again
later.
Basic Telephones
DESCRIPTION
CONSIDERATIONS
On-premises basic Touch-Tone telephones can be connected to station jacks
on a 12-Basic Telephone (012) Module with Touch-Tone Receivers. People
with these basic telephones can use many of the features of the MERLIN II
system by using dial codes and switchhook flashes.
NOTE: The information in this entry applies only to basic telephones
connected to Basic Telephone Modules. For information on using a
basic telephone connected to an Off-Premises Telephone Interface
(OPTI) or a Basic Telephone and Modem Interface (BTMI), see “Basic
Telephones with OPTI and BTMI” in “Accessory Equipment” at the
end of this section.
●
When the system administrator assigns lines or line pools to basic
telephones, he or she must provide users with a list of codes for accessing
them.
●
If Night Service with outward Restriction is in effect, people with basic
telephones cannot enter a Password to make calls. To allow them to make
after-hours calls, the administrator must assign these basic
telephones to
the Night Service Exclusion list. (See “Night Service.”)
●
Basic telephones can receive ringing intercom calls, but not
intercom calls
with voice announcement.
ADMINISTRATION
HOW TO USE
You use the same general procedures for administering basic telephones that
you use for administering standard voice terminals. G-et the completed Basic
Telephone Station Configuration Forms for the telephones. Then follow the
instructions under the appropriate entries in this section of the manual to
assign lines or line pools and to assign Call Restriction, Forced Account Code
Entry, and Night Service Exclusion, if applicable.
You can use Centralized Programming to assign features to basic telephones.
Follow the procedures in the appropriate entries in this section of the manual
to assign features to basic telephones.
Follow these directions to place calls on a basic telephone connected to a Basic
Telephone Module:
●
If you have a square system,
dial 88 to access an outside line. The system
automatically connects you to the first available line assigned to your
telephone.
●
If your system has Button Access to Line Pools, dial 9 to access the main
pool. You can dial 88 to access another available line or line pool, if one is
assigned to your telephone.
●
If your system has Dial Access to Line Pools, dial 9 and then dial the code
for a particular line pool.
You can dial 88 to access an additional line or
dedicated line pool, if one is assigned to your telephone.
●
If your system has Automatic Route Selection, dial 9 and then dial the
outside number. If the administrator assigns an individual line or line
pool, you dial 88 to access it.
MERLIN II System Features
2-19
Ask your administrator whether you can use dial codes to access particular
lines or line pools.
For more information on using a basic telephone connected to a Basic
Telephone Module, see the User’s Guide: Basic Touch-Tone and Rotary Telephones
for the MERLIN II Communications System with Feature Module 2.
Behind-Switch Operation
If so, he or she can give you a list of codes.
DESCRIPTION
The MERLIN II system can be sent to operate behind another system, such as
a PBX or Centrex system. This operating module lets MERLIN II system
users take advantage of the features provided by both systems.
A system administered for behind-switch operation has several characteristics
that distinguish it from other system types, as shown below.
Lines
When a behind-switch system is first set up, the system assigns lines as
follows:
● At all nonattendant stations, the system assigns a single prime line. The
prime line is the user’s line in the host system and rings immediately for
incoming calls. The user always gets connected to this line (even when it
is busy), unless the user manually selects a different line. The
administrator can assign additional, secondary lines to the voice terminal.
Secondary lines are initially set for delayed ring.
● At attendant consoles, the system assigns all the outside lines to the
console. The first line is the prime line, and the rest are secondary lines.
These lines are assigned to buttons in the same order as lines assigned to
attendant consoles in other types of systems. By default, the prime line is
set for immediate ring and the secondary lines for delayed ring.
The default line assignments and ringing options can be changed. For
example, if there are two or more standard attendant consoles, the additional
consoles must be readministered so that each has a unique prime line. For
more information, see “Line Assignments in Behind-Switch Systems ‘r and
“Ringing Options” in this section.
2-20 MERLIN II System Features
Fixed Features
Touching Conference, Drop, or Transfer sends an administered signal to the
host switch to perform the function in the host system. To use the MERLIN
II system Conference, Drop, and Transfer features, you can program local
fixed feature buttons, as described in “Programming,” below. See “Camp
On” for instructions on programming and using the Camp On feature.
NOTE: The Hold button works the same way in both systems, so
there is no need to program it for local use.
Ringing Patterns
In most cases, the ringing patterns for incoming calls are different for the
host system that for the MERLIN 11 system.
In behind-switch mode, voice
terminals and basic telephones take on the ringing patterns of the host
system.
CONSIDERATIONS
● Behind-switch operation is a system type, equivalent to square, pooled,
and pooled with Automatic Route Selection. Therefore, a system set for
behind-switch operation cannot have line pools and cannot use Automatic
Route Selection.
● In the MERLIN 11 system,
“ #” is the first character in the dual codes used
to access various features. In behind-switch mode, however, users touch
# to signal the host switch while they are active on a call. If a user in a
behind-switch system needs to enter feature codes while active on a call,
he or she must program a Speed Dial Access button (see “Programming,”
below). He or she touches the button instead of touching #, then dials
the code.
● In systems set for behind-switch operation, there is no One-Touch
Transfer feature. People with MERLIN II system voice terminals can use
the Transfer with Voice Announcement and Call Park features, however,
if they program local Transfer and Camp On buttons, as shown below.
● Speed dial numbers programmed on the host switch appear on MERLIN II
system Call Reports (SMDR records as the code for the speed dial “ # “),
but aren’t subject to MERLIN II system Call Restriction.
● People using basic telephones in behind-switch systems can only access
their primary lines.
They can receive but cannot make intercom calls, and
they cannot use any MERLIN II system features.
ADMINISTRATION
To set your system for behind-switch operation, enter administration mode
and follow the appropriate procedure below.
With a MERLIN II System Display Console
1 From the administration menu, touch these
[More], [BehindSw].
You see the message “System is Re-starting,” and the
2
To
assign host system codes to fixed feature buttons, follow these steps:
a
Touch these buttons:
Touch the appropriate button (
b
Dial the host system code for the fixed feature,
c
[More], [Options], [More], [BehindSw] .
[Transfer], [Drop], or [Conference]).
buttons [System], [Type],
administration menu reappears.
To assign a host system access code to the button, dial the appropriate
code (up to 6 characters, including 0 through 9, *, #, Hold [pause],
and Recall). If you don’t dial a code, the button keeps the default
feature, Recall.
d
Touch
[Enter].
3 Touch Conference to return to the administration menu, or leave
administration mode.
To configure lines see
“Line Assignments in Behind-Switch Systems, ” in this
section.
MERLIN II System Features
2-21
With a BIS-34D Console
1
Touch Message.
2
Dial # 202.
system can be administered, the green light next to Message is steady.
If the
When you hear a 2-beep signal to begin, dial 4.
3
After several seconds, the lights next to Adm Pool, Adm Tel, Message, and Speaker
begin to /lash.
4
Touch Message,
You can assign dial codes of up to six digits to the Conference, Drop, and
5
Transfer buttons to access these features in the host system. To assign
codes:
a Dial #328.
b Touch Conference, Drop, or Transfer.
c To assign a host system access code to the button, dial the appropriate
code (up to 6 characters, including O through 9, *, #, Hold [pause],
and Recall). If you don’t dial a code, the button keeps the default
feature, Recall.
Touch Message and go on to another procedure, or leave administration
6
mode.
PROGRAMMING
In systems set for behind-switch operation, you can program buttons that let
you:
● Use dial codes to access features while you’re on a call
● Use the MERLIN II system Conference, Transfer, and Drop features
instead of the equivalent features of the host system
Speed Dial Access Button
To program a Speed Dial Access button, label an available button, enter
programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial *20.
3 Leave programming mode.
Local Conference, Drop, and Transfer Buttons
To program fixed feature buttons for use with the MERLIN II system only,
label the button(s), enter programming mode, and follow these steps:
1 Touch the button you want to program.
2 Dial the appropriate code:
Dial *96 for Local Conference
2-22 MERLIN II System Features
Dial *97 for Local Drop
Dial *99 for Local Transfer
3 Program another feature, or leave programming
mode.
HOW TO USE
Some features operate differently if a MERLIN II system is behind another
system. Note these differences in the “Considerations” subsection of each
feature entry in this section of the manual. For information on how to use
the speed dial access button in behind-switch systems, see “ PBX, Centrex,
or Custom Calling Features” in this section.
NOTE: To use the fixed button features of the host system, use the
instructions that came with that system.
BIS/HFAI Terminal
Bridging
DESCRIPTION
Generally, the Local, Conference,
Hold, and Drop buttons function as
described in this section for each feature where the use of these buttons is
applicable.
See “Voice Terminal Type. ”
If you have a line with another person in a square or behind-switch system,
you can easily join (or
YOU can also join a conference call by just touching a line button and
way
“bridge” onto) a call in progress on that line. In this
lifting your handset. (See “Conference.” )
CONSIDERATIONS
HOW TO USE
●
A maximum of three people connected
including the originator of the call, can
●
If any of the people on the call have activated
to the MERLIN II system,
bridge
onto a call at one time.
the Privacy feature, you will
not be able to bridge onto the call.
●
Under extremely heavy use of the Conference
feature, other people in the
system may not be able to initiate a conference call or add more
participants to a conference in progress by bridging.
bridge onto a call in progress:
To
Touch the line button associated with the call.
1
2
Lift your handset.
MERLIN II System Features
2-23
Call Coverage
DESCRIPTION
The Call Coverage feature allows you to cover calls, including intercom calls,
for people in your MERLIN II system, even if their lines do not appear on
your voice terminal.
You can program Cover buttons for as many a six voice
terminals, depending on how many programmable buttons with lights you
have available.
A Cover button may be programmed for primary or secondary coverage.
● Primary coverage is appropriate for someone who usually answers a co-
worker’s calls. For example, a secretary who screens calls for a manager
should have primary coverage for the manager.
Cover buttons for primary coverage may be programmed for immediate
ring or delayed ring, depending upon the situation and personal
preferences. If you program a primary coverage button for delayed ring,
the call rings twice at the voice terminal of the person whose calls are
being covered, then begins to ring at the voice terminal of the person who
is covering the calls.
● Secondary coverage is appropriate for a backup person who answers calls if
the person providing primary coverage isn’t available. For example, a
secretary who screens a manager’s calls can designate someone else to
answer those calls when he or she isn’t available. After a call has rung
four times at the voice terminal of the person whose calls are being
covered, it begins to ring at the voice terminal for the person providing
secondary coverage.
CONSIDERATIONS
PROGRAMMING
When Call Coverage is in effect, calls ring both at the voice terminal of the
person whose calls are being covered and the voice terminal of the person
providing coverage.
● You can use the Ringing Options feature as well as Call Coverage to cover
shared lines (See “Ringing Options. ” )
● Cover buttons are set initially for no ring, but you can program them for
immediate or delayed ring.
● Up to six people in the system can have Cover buttons for an individual
voice terminal.
● Only the person who is covering someone else’s calls needs to program a
Cover button. No programming is required to have your calls covered.
Someone whose calls are being covered may want to program a Coverage
Inhibit button, however. Pressing this button deactivates the Call
Coverage feature at the voice terminal of the person providing coverage.
(See “Coverage Inhibit.”)
To program Call Coverage, label a button with lights, enter programming
mode, and follow these steps:
1 Touch the button you want to program.
2-24 MERLIN II System Features
2 Dial *40 to assign primary coverage or
*50 to assign a secondary coverage.
3 Touch the Auto Intercom button or dial the intercom number of the
person you are covering.
4 To assign a Ringing Option, touch the Cover button, then dial the
appropriate code for the type of ringing you prefer:
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