AT&T MERLIN LEGEND Release 2.0 System Programming Manual

AT&T

MERLIN LEGEND

AT&T 555-620-111

Issue 1
October, 1992

TM

Communications System

Release 2.0

System Programming

7Copyright © 1992 AT&T
All Rights Reserved
Printed in U.S.A.

AT&T 555-620-111

Issue 1

October 1992

Notice

Every effort was made to ensure that the information in this book was complete and accurate at the time of
printing. However, information is subject to change.

Federal Communications Commission (FCC)
Electromagnetic Interference Information

This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant
to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful
interference when the equipment is operated in a commercial environment. This equipment generates,
uses, and can radiate radio frequency energy and, if not installed and used in accordance with the
instruction manual, may cause harmful Interference to radio communications. Operation of this equipment
in a residential area is likely to cause harmful interference, In which case the user will be required to correct
the interference at his own expense.

Canadian Department of Communications (DOC)
Interference Information

This digital apparatus does not exceed the Class A Ilmlts for radio noise emlsslons set out In the radio
interference regulations of the Canadian Department of Communlcatlons,

Le Présent Appareil Numérique n’emet pas de bruits radloélectrlques depassant Ies Iimltes applicables
aux appareils numériques de la class A prescrltes clans Ie Règlement sur Ie broulllage radloélectrlque
édicté par Ie ministére des Communications du Canada.

Trademarks

5ESS, ACCUNET, CONVERSANT, Magic On Hold, MEGACOM, MERLIN, and MultQuest are registered
trademarks and AUDIX Voice Power, FAX Attendant System, MERLIN LEGEND, MERLIN MAIL, MLX- 10,
MLX-10D, MLX-20L, and MLX-28D, are trademarks of AT&T In the U.S. and other countries

MS-DOS is a registered trademark of Microsoft Corporation
UNIX is a registered trademark of UNIX System Laboratories, Inc.

Support Telephone Number

AT&T provides a toll-free customer Helpline (1-800-628-2888) 24 hours a day (U.S.A. only). Call the

Helpline, or your authorized dealer, if you need assistance when Installing, programming, or using the

system.

Contents

1

2

About This Book

■ Intended Audience

■ Conventions

■ Product Safety Labels

■ Related Documents

■ How to Comment on This Document

Programming Overview

■ Introduction to System Programming

■ System Programming Console

■ Programming Procedures

■ Entering System Programming

■ Exiting System Programming

■ Idle States

■ Product Enhancements

Programming with SPM

■ Introduction to SPM

■ Connecting the PC

■ Starting SPM

■ Using SPM

■ Installing the SPM Software

■ Inter-Release Compatibility

■ Upgrade Procedure

1
1
1

2
3
4

1-1
1-2
1-4
1-9
1-15
1-18
1-19
1-22

2-1
2-2
2-7
2-10
2-13
2-32
2-37
2-38

3

Programming Procedures

■ Basic System Operating Conditions

■ System Renumbering

■ System Operator Positions

■ Lines and Trunks

■ DS1 Facilities

3-1
3-1
3-22
3-43
3-51
3-97

Table of Contents i

Contents

Programming Procedures

Tie–Trunks
DID Trunks

PRI Facilities
Telephones
Auxiliary Equipment

Optional Telephone Features

Optional Operator Features

QCC Optional Features
Optional Group-Assigned Features
Optional Group-Calling Features
System Features
Remote Access Features
Automatic Route Selection

Night Service
Labeling
Print Reports
Data Features

Integrated Administration

-

(continued)

3-125
3-148
3-173
3-245
3-278
3-297

3-324
3-329
3-363
3-384

3-416
3-472
3-496
3-538
3-555
3-572

3-580
3-584

4

A

B

Table of Contents

ii

Centralized Telephone Programming

■ Centralized Programming

■ Feature Quick Reference

Menu Hierarchy

LED Displays

4-1

4-2
4-13

A-1

B-1

Contents

c

D

E

F

G

General Feature Use and Telephone

Programming

Button Diagrams

Sample Reports

General System Programming Sequence

Programming Special Characters

C-1

D-1

E-1

F-1

G-1

Table of Contents iii

Contents

Table of Contents

iv

Figures

1

2

Programming Overview

Figure 1-1.
Figure 1-2.
Figure 1-3.
Figure 1-4.
Figure 1-5.
Figure 1-6.
Figure 1-7.
Figure 1-8.
Figure 1-9.
Figure 1-10.

Figure 1-11.
Figure 1-12.
Figure 1-13.

MLX-20L Telephone
Display Buttons
Console Overlay
Information Screen
Menu Selection Screen
Data Entry Screen
Inspect Example
Inspect Example: Inspect Screen
Procedure Branching for Menu Selections
Procedure Branching for Single and Block
Selections
Entry Mode
Screen Keys
System Busy Screen

Programming with SPM

Figure 2-1.
Figure 2-2. SPM Help Screen
Figure 2-3.
Figure 2-4.
Figure 2-5.
Figure 2-6. Pass-Thru

The SPM Display

Direct Local Connection
Local Modem Connection
Remote Modem Connection

1-4
1-6
1-7
1-10
1-10
1-11
1-11
1-12
1-12

1-13
1-13
1-14
1-19

2-2
2-7
2-9
2-9
2-10
2-26

3

D

Programming Procedures

Figure 3-1.
Figure 3-2. 3-Digit Numbering
Figure 3-3. Set Up Space Numbering

2-Digit Numbering

Button Diagrams

Figure D-1.

Figure D-2. Analog Multiline Telephone Button Diagram

MLX Telephone Button Diagram (Hybrid/PBX
Mode)

(Hybrid/PBX Mode)

Table of Contents v

3-23
3-23
3-24

D-2

D-3

Figures

Button Diagrams

Figure D-3. MLX Telephone Button Diagram (Key and

Behind Switch Mode)

Figure D-4. Analog Multiline Telephone Button Diagram

(Key and Behind Switch Mode)

(continued)

D-4

D-5

Table of Contents

vi

Tables

1

2

3

Programming Overview

Table 1-1.
Table 1-2.

Display Button Descriptions
System Programming Menu Options

Programming with SPM

Table 2-1.
Table 2-2.

Table 2-3.
Table 2-4.

Table 2-5.

Function of PC Keys in SPM
Backup Header: Feature Module
Identification Number
Programming Compatibility
Programming Needed after Upgrade to
Release 1.1
Programming Needed after Upgrade to
Release 2.0

Programming Procedures

Table 3-1.
Table 3-2.
Table 3-3.
Table 3-4.

Table 3-5.
Table 3-6.

Table 3-7.

Maximum Number of Operator Positions
Timers and Counters
Special Services Table
Programming Codes for Assigning SA/lCOM
Ring and Voice Buttons
Data Features: Programming Procedures
Programming through Integrated

Administration

Database Reconciliation Rules

1-6

1-17

2-3

2-14
2-38

2-40

2-40

3-43

3-202

3-226

3-266
3-580

3-585
3-586

4

Centralized Telephone Programming

Table 4-1.

Table 4-2.
Table 4-3.

Telephone Programming Codes: Quick
Reference Table
Copyable Features for All Telephones
Copyable Features for Operator Consoles

Table of Contents

4-7
4-9
4-11

vii

Tables

B

c

E

G

LED Displays

Table B-1.
Table B-2.

Line or Trunk Feature Status
Telephone Feature Status for DSS Console
Only

General Feature Use and Telephone

Programming

Table C-1.

Table C-2.

Table C-3.

Table C-4.

Telephone and Operators Features

Programming Analog Multiline Telephones

Programming MLX-10 Telephones

Programming MLX Display Telephones Using

the Display

Sample Reports

Table E-1. System Reports
Table E-2.

Report Contents

Programming Special Characters

Table-G-1.

Table G-2.

Table G-3.

Table G-4.

Special Characters for Single-Line
Telephones
Special Characters for Analog Multiline
Telephones
Special Characters for MLX Non-Display
Telephone

Special Characters for MLX Display

Telephones

B-2

B-4

C-4
C-9
C-10

C-11

E-1
E-3

G-2

G-3

G-4

G-5

. . .

Viii

Table of Contents

The exclamation point in an equilateral triangle is
intended to alert the user to the presence of
important operating and maintenance (servicing)
instructions in the literature accompanying the
product.

IMPORTANT SAFETY INSTRUCTIONS

When installing telephone equipment, always follow basic safety precautions to
reduce the risk of fire, electrical shock, and injury to persons, including:

Read and understand all instructions.
Follow all warnings and instructions marked on or packed with the

product.
Never install telephone wiring during a lightning storm.
Never install a telephone jack in a wet location unless the jack is

specifically designed for wet locations.
Never touch uninsulated telephone wires or terminals unless the

telephone wiring has been disconnected at the network interface.
Use caution when installing or modifying telephone lines.
Use only AT&T-manufactured MERLIN LEGEND™ Communications

System circuit modules, carrier assemblies, and power units in the
MERLIN LEGEND Communications System (511A) control unit.

Use only AT&T-recommended/approved MERLIN LEGEND
Communications System accessories.

If equipment connected to the analog station modules (008, 408,
408 GS/LS) or to the MLX telephone modules (008 MLX, 408 GS/LS-MLX)
is to be used for in-range out-of-building (IROB) applications, IROB
protectors are required.

Do not install this product near water, for example, in a wet basement
location.

Do not overload wall outlets, as this can result in the risk of fire or
electrical shock.

The MERLIN LEGEND Communications System is equipped with a
three-wire grounding-type plug with a third (grounding) pin. This plug
will fit only into a grounding-type power outlet. This is a safety feature. If

you are unable to insert the plug into the outlet, contact an electrician to

replace the obsolete outlet. Do not defeat the safety purpose of the

grounding plug.
The MERLIN LEGEND Communications System requires a

supplementary ground.

ix

Do not attach the power supply cord to building surfaces. Do not allow
anything to rest on the power cord. Do not locate this product where the
cord will be abused by persons walking on it.

Slots and openings in the module housings are provided for ventilation.
To protect this equipment from overheating, do not block these
openings.

Never push objects of any kind into this product through module
openings or expansion slots, as they may touch dangerous voltage
points or short out parts, which could result in a risk of fire or electrical
shock. Never spill liquid of any kind on this product.

Unplug the product from the wall outlet before cleaning. Use a damp
cloth for cleaning. Do not use cleaners or aerosol cleaners.

Auxiliary equipment includes answering machines, alerts, modems, and

fax machines. To connect one of these devices, you must first have a

Multi-Function Module (MFM).

WARNING:

For your personal safety, DO NOT install an MFM yourself.

ONLY an authorized technician or dealer representative shall

install, set options, or repair an MFM.

To eliminate the risk of personal injury due to electrical shock,

DO NOT attempt to install or remove an MFM from your MLX
telephone. Opening or removing the module cover of your
telephone may expose you to dangerous voltages.

SAVE THESE INSTRUCTIONS

Customer Support Information

Support Telephone Number

In the U.S.A. only, AT&T provides a toll-free customer Helpline

(1-800-628-2888) 24 hours a day. Call the Helpline, or your authorized dealer,
you need assistance when installing, programming, or using your system.

if

Outside the U. S. A.,

using your system, contact your authorized AT&T dealer.

if you need assistance when installing, programming, or

Federal Communications Commission (FCC) Electromagnetic Interference
Information

This equipment has been tested and found to comply with the limits for a
Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are
designed to provide reasonable protection against harmful interference when
the equipment is operated in a commercial environment. This equipment
generates, uses, and can radiate radio frequency energy and, if not Installed
and used in accordance with the instruction manual, may cause harmful
interference to radio communications. Operation of this equipment in a
residential area is likely to cause harmful interference, in which case the user
will be required to correct the interference at his own expense.

Canadian Department of Communications (DOC) Interference Information

This digital apparatus does not exceed the Class A limits for radio noise
emissions set out in the radio interference regulations of the Canadian
Department of Communications.

Le Présent Appareil Numérique n’émet pas de bruits radioelectriques
depassant Ies Iimites applicables aux appareils numériques de la class A
prescribes clans Ie reglement sur Ie brouillage radioelectrique edicté par Ie
ministère des Communications du Canada.

FCC Notification and Repair Information

This equipment is registered with the FCC in accordance with Part 68 of its

rules. In compliance with those rules, you are advised of the following:

Customer Support Information

xi

Customer Support Information

Means of Connection. Connection of this equipment to the telephone

network shall be through a standard network interface jack:

USOC RJ11C, RJ14C, RJ21X. Connection to E&M tie trunks requires a

USOC RJ2GX. Connection to off-premises stations requires a

USOC RJ11C or RJ14C. Connection to 1.544-Mbps digital facilities must

be through a USOC RJ48C or RJ48X. Connection to DID requires a

USOC RJ11C, RJ14C, or RJ21X. These USOCs must be ordered from
your telephone company.

This equipment may not be used with party lines or coin telephone lines.

Notification to the Telephone Companies. Before connecting this

equipment, you or your equipment supplier must notify your local
telephone company’s business office of the following:

—

The telephone number(s) you will be using with this equipment.

—

The appropriate registration number and ringer equivalence
number (REN), which can be found on the back or bottom of the
control unit, as follows:

If this equipment is to be used as Key System, report the
number AS593M-72914-KF-E.
If the system provides both manual and automatic selection

of incoming/outgoing access to the network, report the

number AS593M-72682-MF-E.

If there are no directly terminated trunks, or if the only
directly terminated facilities are personal lines, report the
number AS5USA-65646-PF-E.

—
—
—

—
—

—

The REN for all three systems is 1.5A.

For tie line connection, the facility interface code (FIC) is TL31M

and the service order code (SOC) is 9.0F.
For connection to off-premises stations, the FIC is OL13C and
the SOC is 9.0F.
For equipment to be connected to 1.544-Mbps digital service,
the FIC is 04DU9-B for D4 framing format or 04DU9-C for
extended framing format, and the SOC is 6.0P.
For equipment to be connected to DID facilities, the FIC is
02RV2-T and the SOC is 9.0F.
The quantities and USOC numbers of the jacks required.
For each jack, the sequence in which lines are to be connected:
the line types, the FIC, and the REN by position when applicable.

You must also notify your local telephone company if and when this
equipment is permanently disconnected from the line(s).

The REN is used to determine the number of devices that may be
connected to the telephone line. Excessive RENs on the line may result
in the devices not ringing in response to an incoming call. In most, but
not all, areas the sum of the RENs should not exceed five (5.0). To be
certain of the number of devices that may be connected to the line, as
determined by the total RENs, contact the telephone company to
determine the maximum REN for the calling area.

xii

Customer Support Information

Customer Support Information

Installation and Operational Procedures

The manuals for your system contain information about installation and
operational procedures.

Repair Instructions. If you experience trouble because your equipment

is malfunctioning, the FCC requires that the equipment not be used and
that it be disconnected from the network until the problem has been
corrected. Repairs to this equipment can be made only by the
manufacturers, their authorized agents, or others who may be authorized
by the FCC. In the event repairs are needed on this equipment, contact
your authorized AT&T dealer or, in the U.S.A. only, contact the National
Service Assistance Center (NSAC) at 1-800-628-2888.

Rights of the Local Telephone Company. If this equipment causes

harm to the telephone network, the local telephone company may
discontinue your service temporarily. If possible, they will notify you in
advance. But if advance notice is not practical, you will be notified as
soon as possible. You will also be informed of your right to file a
complaint with the FCC.

Your local telephone company may make changes in its facilities,
equipment, operations, or procedures that affect the proper functioning

of this equipment. If they do, you will be notified in advance to give you

an opportunity to maintain uninterrupted telephone service.
Hearing Aid Compatibility. The custom telephone sets for this system

are compatible with inductively coupled hearing aids as prescribed by

the FCC.

Automatic Dialers.

AND/OR MAKING TEST CALLS TO EMERGENCY NUMBERS:

— Remain on the line and briefly explain to the dispatcher the

reason for the call.

—

Perform such activities in off-peak hours, such as early morning
or late evening.

Direct Inward Dialing (DID).

a. This equipment returns answer supervision signals to the Public

Switched Telephone Network when:
(1)
(2) answered by the attendant
(3)

(4) routed to a dial prompt

b. This equipment returns answer supervision on all DID calls

forwarded back to the Public Switched Telephone Network.
Permissible exceptions are when:
(1)
(2)
(3) a reorder tone is received

WHEN PROGRAMMING EMERGENCY NUMBERS

answered by the called station
routed to a recorded announcement that can be

administered by the customer premises equipment user

a call is unanswered
a busy tone is received

Customer Support Information xiii

Customer Support Information

Allowing this equipment to be operated in such a manner as not to
provide proper answer supervision signaling

Part

68

rules.

DOC Notification and Repair Information
NOTICE: The Canadian Department of Communications (DOC) label identifies

certified equipment. This certification means that the equipment meets certain
telecommunications network protective, operational, and safety requirements.
The DOC does not guarantee the equipment will operate to the user’s
satisfaction.

Before installing this equipment, users should ensure that it is permissible to
connect it to the facilities of the local telecommunications company. The
equipment must also be installed using an acceptable method of connection.
In some cases, the company’s inside wiring for single-line individual service
may be extended by means of a certified connector assembly (telephone
extension cord). The customer should be aware that compliance with the above
conditions may not prevent degradation of service in some situations.

Repairs to certified equipment should be made by an authorized Canadian
maintenance facility designated by the supplier. Any repairs or alterations
made by the user to this equipment, or any equipment malfunctions, may give
the telecommunications company cause to request the user to disconnect the
equipment.

is in violation of

Users should ensure for their own protection that the electrical ground
connections of the power utility, telephone lines, and internal metallic water pipe
system, if present, are connected. This precaution may be particularly
important in rural areas.

CAUTION:

should contact the appropriate electrical inspection authority or electrician, as
appropriate.

To prevent overloading, the Load Number (LN) assigned to each terminal
device denotes the percentage of the total load to be connected to a telephone
loop used by the device. The termination on a loop may consist of any
combination of devices subject only to the requirement that the total of the Load
Numbers of all the devices does not exceed 100.

Users should not attempt to make

DOC Certification No. 230 4095A
CSA Certification No. LR 56260
Load No. 6

such connections themselves, but

Renseignements sur la notification du ministière des Communications du
Canada et la reparation

AVIS: L’étiquette du ministère des Communications du Canada identifie Ie

matériel homologué. Cette étiquette certifie que Ie matériel est conforme à
certaines normes de protection, d’exploitation et de sécurité des réseaux de
télécommunications. Le Ministère n’assure toutefois pas que Ie matériel

fonctionnera à la satisfaction de I’utilisateur.

xiv

Avant d’installer ce matériel, I’utilisateur doit s’assurer qu’il est permis de Ie
raccorder aux installations de I’entreprise locale de télécommunication Le

Customer Support Information

Customer Support Information

matériel doit également être installé en suivant une méthode acceptée de
raccordement. Dans certains cas, Ies fils intérieurs de I’enterprise utilisés pour

un service individual à Iigne unique peuvent être prolongés au moyen d’un
dispositif homologué de raccordement (cordon prolongateur téléphonique
interne). L’abonné ne doit pas oublier qu’il est possible que la conformité? aux
conditions énoncées ci-dessus n’empêchent pas la degradation du service
clans certaines situations. Actuellement, Ies entreprises de télécommunication
ne permettent pas que I’on raccorde Ieur matériel à des jacks d’abonné, sauf
clans Ies cas précis prévus pas Ies tarifs particuliers de ces entreprises.

Les réparations de matériel homologué doivent être effectuées par un centre
d’entretien canadien autorisé désigné par Ie fournisseur. La compagnie de

télécommunications peut demander à I’utilisateur de débrancher un appareil à

la suite de reparations ou de modifications effectuées par I’utilisateur ou à

cause de mauvais fonctionnement.

Pour sa propre protection, I’utilisateur doit s’assurer que tous Ies fils de mise à

la terre de la source d’énergie électrique, des Iignes téléphoniques et des
canalisations d’eau métalliques, s’il y en a, sent raccordés ensemble. Cette
précaution est particulièrement importance clans Ies régions rurales.

AVERTISSEMENT: L’utilisateur ne doit pas tenter de faire ces raccordements
lui-même; il doit avoir recours à un service d’inspection des installations
électriques, ou à un electrician, selon Ie cas.

L’indite de charge (IC) assigné à chaque dispositif terminal indique, pour éviter
toute surcharge, Ie pourcentage de la charge totale qui peut être raccordée à
un circuit téléphonique bouclé utilisé par ce dispositif. La terminaison du circuit
bouclé peut être constituée de n’importe quelle combinaison de dispositifs,
pourvu que la somme des indices de charge de I’ensemble des dispositifs ne

dépasse pas 100.

No d’homologation: 230 4095A
Node certification: CSA LR 56260
L’indite de charge: 6

Customer Support Information xv

Customer Support Information

MERLIN LEGEND D.O.C.
Location Label Placement

Ministère des Communications
du Canada emplacement de
I’étiquette

xvi

Customer Support Information

Customer Support Information

Security of Your System—Preventing Toll Fraud

As a customer of a new telephone system, you should be aware that there

exists an increasing problem of telephone toll fraud. Telephone toll fraud can
occur in many forms, despite the numerous efforts of telephone companies and
telephone equipment manufacturers to control it. Some individuals use
electronic devices to prevent or falsify records of these calls. Others charge
calls to someone else’s number by illegally using lost or stolen calling cards,
billing innocent parties, clipping on to someone else’s line, and breaking into
someone else’s telephone equipment physically or electronically. In certain
instances, unauthorized individuals make connections to the telephone network
through the use of remote access features.

The Remote Access feature of your system, if you choose to use it, permits off­premises callers to access the system from a remote telephone by using an 800
number or a
acknowledgement signaling the user to key in his or her authorization code,
which is selected and administered by the system manager. After the
authorization code is accepted, the system returns dial tone to the user. If you
do not program specific egress restrictions, the user

call normally dialed

premises network call is originated at, and will be billed from the system
location.

7- or 10-digit telephone number. The system returns an

from a telephone associated with the system. Such an off-

will be able to place any

The Remote Access feature, as designed, helps the customer, through proper
administration, to minimize the ability of unauthorized persons to gain access to
the network. Most commonly, phone numbers and codes are compromised
when overheard in a public location, through theft of a wallet or purse
containing access information, or through carelessness (writing codes on a
piece of paper and improperly discarding it). Additionally, hackers may use a

computer to dial an access code and then publish the information to other
hackers. Enormous charges can be run up quickly. It is the customer’s
responsibility to take the appropriate steps to properly implement the features,
evaluate and administer the various restriction levels, protect access codes,
and distribute access codes only to individuals who have been fully advised of
the sensitive nature of the access information.

Common carriers are required by law to collect their tariffed charges. While
these charges are fraudulent charges made by persons with criminal intent,
applicable tariffs state that the customer of record is responsible for payment of
all long-distance or other network charges. AT&T cannot be responsible for
such charges and will not make any allowance or give any credit for charges
that result from unauthorized access.

To minimize the risk of unauthorized access to your communications system:

■ Use a nonpublished Remote Access number.

■ Assign authorization codes randomly to users on a need-to-have basis,

keeping a log of ALL authorized users and assigning one code to one
person.

Customer Support Information

xvii

Customer Support Information

Use random sequence authorization codes, which are less likely to be
easily broken.
Deactivate all unassigned codes promptly.
Ensure that Remote Access users are aware of their responsibility to

keep the telephone number and any authorization codes secure.
When possible, restrict the off-network capability of off-premises callers,
via use of Call Restrictions and Disallowed List capabilities.
When possible, block out-of-hours calling.
Frequently monitor system call detail reports for quicker detection of any
unauthorized or abnormal calling patterns.
Limit Remote Call Forward to persons on a need-to-have basis.

Limited Warranty and Limitation of Liability

AT&T warrants to you, the customer, that your MERLIN LEGEND
Communications System will be in good working order on the date AT&T or its
authorized reseller delivers or installs the system, whichever is later (“Warranty
Date”). If you notify AT&T or its authorized reseller within one year of the
Warranty Date that your system is not in good working order, AT&T will without
charge to you repair or replace, at its option, the system components that are
not in good working order. Repair or replacement parts may be new or
refurbished and will be provided on an exchange basis. If AT&T determines
that your system cannot be repaired or replaced, AT&T will remove the system
and, at your option, refund the purchase price of your system, or apply the
purchase price towards the purchase of another AT&T system.

If you purchased your system directly from AT&T, AT&T will perform warranty
repair in accordance with the terms and conditions of the specific type of AT&T
maintenance coverage you selected. If you purchased your system from an
AT&T-authorized reseller, contact your reseller for the details of the

maintenance plan applicable to your system.
This AT&T limited warranty covers damage to the system caused by power

surges, including power surges due to lightning.

The following will not be deemed to impair the good working order of the

system, and AT&T will not be responsible under the limited warranty for

damages resulting from

xviii

failure to follow AT&T’s installation, operation, or maintenance
instructions
unauthorized system modification, movement, or alteration

unauthorized use of common carrier communication services accessed
through the system
abuse, misuse, or negligent acts or omissions of the customer and
persons under the customer’s control
acts of third parties and acts of God

AT&T’S OBLIGATION TO REPAIR, REPLACE, OR REFUND AS SET FORTH
ABOVE IS YOUR EXCLUSIVE REMEDY.

EXCEPT AS SPECIFICALLY SET FORTH ABOVE, AT&T, ITS AFFILIATES,
SUPPLIERS, AND AUTHORIZED RESELLERS MAKE NO WARRANTIES,
EXPRESS OR IMPLIED, AND SPECIFICALLY DISCLAIM ANY WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Customer Support Information

Customer Support Information

Limitation of Liability

EXCEPT FOR PERSONAL INJURY, DIRECT DAMAGES TO TANGIBLE
PERSONAL PROPERTY PROXIMATELY CAUSED BY AT&T, AND LIABILITY
OTHERWISE EXPRESSLY ASSUMED IN A WRITTEN AGREEMENT SIGNED BY
AT&T, THE LIABILITY OF AT&T, ITS AFFILIATES, SUPPLIERS, AND
AUTHORIZED RESELLERS FOR ANY CLAIMS, LOSSES, DAMAGES, OR
EXPENSES FROM ANY CAUSE WHATSOEVER (INCLUDING ACTS OR

OMISSIONS OF THIRD PARTIES), REGARDLESS OF THE FORM OF ACTION,
WHETHER IN CONTRACT, TORT OR OTHERWISE, SHALL NOT EXCEED AN
AMOUNT EQUAL TO THE LESSER OF THE DIRECT DAMAGES PROVEN OR
THE PURCHASE PRICE OF THE SYSTEM. IN NO EVENT SHALL AT&T OR ITS
AFFILIATES, SUPPLIERS, OR AUTHORIZED RESELLERS BE LIABLE FOR

INCIDENTAL, RELIANCE, CONSEQUENTLY, OR ANY OTHER INDIRECT LOSS
OR DAMAGE (INCLUDING LOST PROFITS OR REVENUES) INCURRED IN
CONNECTION WITH THE SYSTEM. THIS LIMITATION OF LIABILITY SHALL
SURVIVE FAILURE OF THE EXCLUSIVE REMEDY SET FORTH IN THE LIMITED
WARRANTY ABOVE.

Voice Mail Systems
Your Voice Mail system permits callers to leave verbal messages for system

users or gain access to the back-up position in an emergency as well as create
and distribute voice messages among system users.

The Voice Mail system, through proper administration, can help you reduce the
risk of unauthorized persons gaining access to the network. However, phone
numbers and authorization codes can be compromised when overheard in a
public location, are lost through theft of a wallet or purse containing access
information, or through carelessness (writing codes on a piece of paper and
improperly discarding them). Additionally, hackers may use a computer to dial
an access code and then publish the information to other hackers. Substantial

charges can accumulate quickly. It is your responsibility to take appropriate
steps to implement the features properly, evaluate and administer the various

restriction levels, protect and carefully distribute access codes.
Under applicable tariffs, you will be responsible for payment of toll charges.

AT&T cannot be responsible for such charges and will not make any allowance
or give any credit resulting from unauthorized access.

To reduce the risk of unauthorized access through your Voice Mail system,

please observe the following procedures:

Employees who have voice mailboxes should be required to use the
passwords to protect their mailboxes.

— Have them use random sequence passwords.
— Impress upon them the importance of keeping their passwords a

secret.

— Encourage them to change their passwords regularly.
The administrator should remove any unneeded voice mailboxes from
the system immediately.

Customer Support Information

xix

Customer Support Information

AUDIX Voice Power™ has the ability to limit transfers to subscribers only.
You are strongly urged to limit transfers in this manner.

Use the PBX or Key system administration capability to do the following:

—

Block direct access to outgoing lines and force the use of

account codes/authorization codes.
— Disallow trunk-to-trunk transfer unless required.
— Assign toll restriction levels to all AUDIX Voice Power ports.

—

If you do not need to use the Outcalling feature, completely

restrict the outward calling capability of the AUDIX Voice Power

ports.

Monitor SMDR reports or Call Accounting System reports for outgoing

calls that might be originated by AUDIX Voice Power ports.

Remote Administration and Maintenance

The Remote Administration and Maintenance feature of your
telecommunications system, if you choose to use it, permits users to change the
system features and capabilities from a remote location.

The Remote Administration and Maintenance feature, through proper
administration, can help you reduce the risk of unauthorized persons gaining
access to the network. However, telephone numbers and authorization codes
can be compromised when overheard in a public location, are lost through theft
of a wallet or purse containing access information, or through carelessness
(writing codes on a piece of paper and improperly discarding them).
Additionally, hackers may use a computer to dial an access code and then
publish the information to other hackers. Substantial charges can accumulate
quickly. It is your responsibility to take appropriate steps to implement the
features properly, evaluate and administer the various restriction levels, and
protect and carefully distribute access codes.

Under applicable tariffs, you will be responsible for payment of toll charges.
AT&T cannot be responsible for such charges and will not make any allowance
or give any credit resulting from unauthorized access.

To reduce the risk of unauthorized access through Remote Administration and
Maintenance, please observe the following procedures:

The System Administration and Maintenance capability of a PBX or Key
system is protected by a password.

— Change the default password immediately.
— Continue to change the password regularly.
— Only give the password to people who need it and impress upon

xx

Customer Support Information

them the need to keep it secret.
If anyone who knows the password leaves the company, change
the password immediately.

Customer Support Information

If you have a special telephone line connected to your PBX or Key
system for Remote Administration and Maintenance, you should do one

of the following:

— Unplug the line when it is not being used
— Install a switch in the line to turn it off when it is not being used.
— Keep the Remote Administration and Maintenance telephone

number secret. Only give it to people who need to know it, and
impress upon them the need to keep it a secret. Do not write the
telephone number on the PBX or Key system, the connecting
equipment, or anywhere else in the system room.

If your Remote Administration and Maintenance feature requires that
someone in your office transfer the caller to the Remote Administration
and Maintenance extension, you should impress upon your employees
the importance of only transferring authorized individuals to that
extension.

Customer Support Information

xxi

About This Book

The power and versatility of the MERLIN LEGEND™ Communications System is
due in part to its many options and features. These options and features have

been recorded on system planning forms and initially programmed at the time of

installation. Changes in use patterns, additional equipment, or a change in
operating mode may necessitate additional system programming. This book is
a reference, containing all the programming procedures you need to enable
your system to function at peak efficiency.

Intended Audience

This book is intended for system manager—people who plan, program,
maintain, and manage the communications system. It is also intended for
qualified support personnel who are responsible for installation and initial
system programming.

Conventions

The following typographical conventions are used in this book:

Bold type is used for telephone buttons.

Italic type is used for emphasis and as a substitute for information for

which you must supply a specific value.

Press Drop to delete the current entry.

Specify extension: dial/type nnnn.
Specify slot and port: dial/type sspp.

Conventions 1

About This Book

Contstant width type

screens or on a PC screen.

Select Sys Program.

Bold constant width type indicates information that you enter
exactly as shown.

Type

Keys on the PC are shown in boxes.

Press

When two keys are to be pressed at the same time, the keys are
connected by a plus sign.

Press

Product Safety Labels

Throughout this book, hazardous situations are indicated by an exclamation
point inside a triangle, along with the word caution or warning.

WARNING:

Warning indicates the presence of a hazard that could cause death or

severe personal injury if the hazard is not avoided.

install;

dial

[ F7 ]

[ ALT ] + [ P ]

is used for information on telephone display

#55.

CAUTION

Caution indicates the presence of a hazard that will or can cause minor
personal injury or property damage if the hazard is not avoided.

2 Product Safety Labels

About This Book

Related Documents

Document No.

555-620-114

555-620-110
555-620-115
555-620-116
555-620-111

555-620-112

555-620-113

555-620-122

555-620-123
555-620-150

555-620-152
555-620-124

555-620-125
555-620-151
555-620-120

555-620-121

555-620-128

555-620-126
555-620-127

Title

System Documents

System Overview
Feature Reference
Equipment and Operations Reference
Pocket Reference
System Programming
System Planning
System Planning Forms

Telephone User Support

MLX- 10D™, MLX-28D™, and MLX-20L™
Display Telephones User’s Guide

MLX-10D™, MLX-28D™, and MLX-20L™
Display Telephones Quick Reference
MLX-10D Telephone Tray Cards (6 cards)
MLX-28D and MLX-20L Telephone Tray Cards (5 cards)

MLX-10™ Non-Display Telephone User's Guide

MLX-10™ Non-Display Telephone Quick Reference
MLX-10 (non-display) Telephone Tray Cards (6 cards)

Analog Multiline Telephones User’s Guide

Analog Multiline Telephones Quick Reference
MLC-5 Cordless Telephone Quick Reference

Single-Line Telephones User’s Guide

Single-Line Telephones Quick Reference

555-620-134

555-620-135
555-620-132
555-620-133
555-620-136
555-620-137

555-620-130
555-620-131
555-620-129

System Operator Support

MLX Direct-Line Consoles Operator’s Guide

MLX Direct-Line Consoles Quick Reference

Analog Direct-Line Consoles Operator’s Guide

Analog Direct-Line Consoles Quick Reference

MLX Queued Call Console Operator’s Guide

MLX Queued Call Console Quick Reference

Miscellaneous User Support

Calling Group Supervisor’s Guide

Calling Group Supervisor’s Quick Reference

Data User’s Guide

Related Documents 3

About This Book

How to Comment on This Document

We welcome your comments, both good and bad. Please use the feedback
form on the next page to let us know how we can continue to serve you. If the
feedback form is missing, write directly to

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AT&T
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How to Comment on This Document

4

Programming Overview

This chapter covers the information you need to know before you begin using

any of the programming procedures.
It includes:

system programming basics

how to use the system programming console
how the programming screens and keys work
how to interpret and use the programming procedures
how to enter and exit system programming

what system components require idle states for programming

new programming features introduced in Release 1.1 and 2.0.

Programming Overview 1-1

Programming Overview

Introduction to System Programming

The Communications System offers easy-to-use, menu-driven software for

system programming. After your system is installed, you use this software to
reconfigure, update, or modify your system according your changing business
needs, such as modifying or upgrading lines, telephones, and modules
connected to your system.

Planning Forms

Before you begin to program or modify your communications system, you

should familiarize yourself with the system planning forms. Initially, system

planning forms are used to plan your communications system and program your
system during installation. After installation, they remain a source for all
programming information on your communications system database. The
information ranges from the system time and date to specific equipment
configurations and feature programming.

Each planning form is either required or optional:

■ required —

■

optional — forms needed only if the system included the features or
options on the forms.

Before you begin to program or modify your system, review the control unit
diagram on System Planning Form 1 to identify the module types installed in the
system’s control unit. Use this information to program or modify lines and trunks
and assign or reassign lines to telephones. Check the physical control unit to
verify that the modules are placed in the slots identified on the diagram and
correct the diagram on System Form 1 if there are any discrepancies” .

Before you make any changes to your system, be sure to do the following:

■ Keep your planning forms up-to-date by indicating any system

modifications or changes on the appropriate form after the change is
made.

■ Check the Feature Reference for possible feature interactions.

■

Program the system or the system component during the appropriate

idle state. See “Idle States” later in the chapter.

forms needed to program the system.

1-2

Introduction to System Programming

Programming Overview

Types of Programming

There are three types of programming for the communications system:

System Programming

features that affect all or most system users. System programming

requires one the following:

—

an MLX-20L™ telephone connected to one of the first five ports
of the first MLX module in the control unit

— a PC with System Programming and Maintenance (SPM)

software connected to the lower RS-232 port on the processor,
with a built-in modem in the processor. The modem permits

remote programming and maintenance via the public network.

SPM emulates a system programming console on your PC.

NOTE:

If your system has the AT&T Integrated Solution II (IS II) — UNlX®
application, you have a Master Controller equipped with the UNIX
version of SPM. See Chapter 2 for more information.

Extension Programming enables individual telephone users and
system operators (except for QCC operators) to change their telephone
features to meet individual needs. For details on extension programming,
see the appropriate user and operator guides.

Centralized Telephone Programming enables the System manager to
program any feature that can be programmed by individual telephone
users or system operators. Centralized Telephone Programming can be
done on the programming console or on a PC with the SPM software.
For details on Centralized Telephone Programming, see Chapter 4.

enables the System manager to program

—

Introduction to System Programming 1-3

Programming Overview

System Programming Console

The system programming console is an MLX-20L telephone connected to the
system programming jack. When you enter system programming on a new
system for the first time, the console must be connected to the first jack on the
first 008 MLX module or 408 GS/LS-MLX module (Release 2.0 and later
versions). This jack is factory set as the system programming jack and as an
operator position. After you enter programming, you can change the system
programming jack to anyone of the first five jacks on the first 008 MLX module
or 408 GS/LS-MLX module (Release 2.0 and later versions). This allows you to
program without interfering with the operator’s call handling.

You can also have one or two Direct Station Selectors (DSSs) connected to the
system programming console. Each DSS adds 50 extension buttons to the
console, which facilitates assigning features to telephones.

The MLX-20L telephone with a DSS is shown in Figure 1-1.

Figure 1-1. MLX-20L Telephone

1-4 System Programming Console

Programming Overview

Console Components

The MLX-20L console components
are the following:

Desk Stand (not shown)

An adjustable stand on the console and the DSS that
allows a 20- or 30-degree viewing angle.

Button Labeling Cards

Cards labeled with the number or feature assigned to
each line button,

Contrast Control (not shown)

A sliding control at the top of the console used to
brighten or dim the display screen.

Dedicated Feature Buttons

Eight imprinted buttons for most-used features.

Feature

for viewing the Feature screen and

selecting features.

HFAI

(Hands Free Answer on Intercom) for
answering voice-announced calls without the
handset.

Mute

for turning the speakerphone’s micro­phone on and off.

Speaker

for talking on a call through the speaker-

phone without lifting the handset.

Transfer
Conf

conference call.

Drop

a conference call.

Dialpad

Number pad for dialing telephone numbers.

Direct Station Selector (DSS)

A device that adds extension buttons and other inside

and outside calling buttons to the console.

Display Buttons

Four imprinted buttons and ten non-imprinted buttons
used to view the different screens and select names,
features, and options from display screen.

Display Screen

7-line by 24 character screen that shows call
information, features, prompts, date, and time.

Handset

The hand-held part of the console you pick up, talk
into, and listen from.

LEDs

(Light-Emitting Diodes) The lights on the console that
assist in checking feature status.

Line Buttons

20 buttons to make and receive calls; unlabeled
buttons are programmable for one-step feature use.

Message Light

A red light that signals a waiting message.

User Cards and Tray

A slide-out drawer with erasable cards for noting
telephone numbers and feature codes.

Volume Control

A button for adjusting the volume of the speaker,

handset, headset, and ringer.

for sending a call to another telephone.

for adding a line or extension to a

for disconnecting an extension or line from

Hold

for putting a call on hold.

The DSS components are the
following:

Covers:

Removable plastic covers to protect the
designation cards. The top cover protects the
50 DSS button labels. The lower cover fits over
the fixed feature buttons.

DSS Designation Cards

Cards for labeling the extension or feature

assigned to each button.

DSS Buttons

50 buttons used for one-touch dialing of co-

workers’ extensions to make or transfer calls.

DSS buttons are also used to page co-workers

over speakerphones, to park calls, and to

handle outside calls. The console can be
configured with two DSSs to provide 3 “pages”
of 100 extensions each.

Fixed Buttons
Ten additional buttons, including Message

Status and three Page buttons. The six

remaining buttons on the first DSS are not

used. If a second DSS is connected to the

console, the 10 buttons at the bottom of the

second DSS are not used.

Fixed Message Status Button

A button used with the fixed Page buttons to

see which telephones have message lights on.

Fixed Page Buttons Three buttons used to

select the “pages” of extensions the 50 DSS

buttons represent.

LEDs

(Light-Emitting Diodes) The lights on the DSS

that assist in checking feature status.

System Programming Console 1-5

Programming Overview

Console Buttons

System programming can be done using the console’s 14 display-area buttons.
These buttons are arranged in two columns of seven buttons, as shown in
Figure 1-2.

Figure 1-2. Display Buttons

The top two buttons in each column have the same labels and functions
regardless of the display. Table 1-1 describes these functions.

Table 1-1. Display Button Descriptions
Button

Home
Menu

More
Inspct

The five unlabeled buttons on each side of the screen are used to select screen
commands or items on a menu screen. The functions of these buttons vary,
based on the option you select.

If you are using SPM for system programming, the simulated MLX-20L console
screen on your PC screen shows the functions keys that correspond with the
console screen selections. This manual indicates a function key in a box. For
example, to save your entry, you select Enter or press
details on using function keys and other information on SPM, see Chapter 2.

Function

Return to normal call-handling mode after you finish programming. This button
displays the Home screen.

Display the Main Menu shown in Figure 1-2.
Display more menu items when a menu is continued on more than one screen
(indicated by a “>”).

(Inspect) View a list of lines or telephones on which a feature is programmed.

[ F10 ] on your PC

1-6

System Programming Console

Programming Overview

Console Overlay

The programmable lines and buttons are on the main part of the console. There
are 20 phvsical buttons on the console itself but you can use the overlay to
program up to 34 lines. Some of the unlabeled buttons on the lower part of the
console may also be used for programming features. You can also use the
dialpad for entering feature and programming codes.

Figure 1-3 illustrates the system console overlay.

Figure 1-3. Console Overlay

Appendix D shows the button diagrams for the telephones used in the
communications system. Refer to this appendix when programming buttons for
other telephones.

System Programming Console 1-7

Programming Overview

Console and DSS Lights

The red and green lights (LEDs) next to each of the 20 line and feature buttons
show the status of line features.

Console

The LEDs next to each button on the console are on or off, depending on
whether the line is programmed with a feature. The feature being programmed
determines whether the red or green LED is used to indicate feature status. The
programming procedures specify which LED is used to verify feature status.

DSS

The lights on the DSS — if the console has one — show the status of features
programmed onto the telephones that correspond to the lights. When you
select a feature from a menu, the red LED next to the DSS button is on, off, or
flashing depending on whether the feature is programmed on the
corresponding telephone. For example, when you select Toll Restrict from
the Restrictions menu under Extensions, the red LED will be on next to the DSS
button for each toll restricted telephone. Appendix B provides tables showing
the default LED status for system features.

1-8 System Programming Console

Programming Overview

Programming Procedures

The programming procedures provide step-by-step instructions for

programming the communications system using system programming.

Procedure Organization

The procedures in Chapter 3 are arranged in logical groupings. This means
that all the procedures for programming one aspect of the system are grouped

under one heading. For example, if you want to assign network services for
PRI, you would refer to the “PRI” section for that procedure. Chapter 3 provides
both an alphabetical listing of all procedures and a listing by section. You can

also use the Menu Hierarchy in Appendix A to find the menu path for a function.

General Programming Information

Each procedure begins with a general description of the feature, then provides

a summary of programming information. This information includes the following:

Programmable by-indicates who has system permission to use the
procedure

Mode — specifies which system mode supports the procedure
Idle condition—specifies the idle state required before the procedure

can be performed
Planning form —

the procedure

Factory setting-shows the default settings, if any, for equipment or
features affected by the procedure

Valid entries — specifies the characters or numbers accepted during data

entry
Inspect — specifies whether or not the feature status can be verified using

the Inspect feature
Copy option — indicates whether or not the feature programmed with

procedure can be copied to another system component
Console Procedure — provides a summary of the procedure steps if using

the system console
PC Procedure — provides a summary of the procedure steps if using

SPM

indicates which planning forms provide information for

Programming Procedures 1-9

Programming Overview

Programming Screens

There are three types of system programming screens:

Information screens - to see what is currently programmed on the

system

Menu selection screens - to select options from a menu
Data entry screens - to enter values or to identify a specific extension or

line/trunk you want to program

Figure 1-4 shows an example of an information screen. When you select

SYS

Progam from the main menu screen (Figure 1-2), the screen shown in Figure

1-4 displays system set up information. (Your system information displays in

place of the x’s.)

System Set–up
Review and Exit

Figure 1-4.

Size: xxxx
Type:
Operator: xxxx xxxx xxxx
xxxx xxxx xxxx xxxx xxxx
Exit

Information Screen

xxxx

You cannot make changes on an information screen. Select Exit ( [ F5 ] on the

PC) to continue to the next screen in the procedure.

An example of a menu selection screen is shown in Figure 1-5.

Screen Title

Instruction

System Programming:
Make a selection
System
SysRenumber
Operator
LinesTrunks
Exit

Extensions
Options
Tables
AuxEquip
NightSrvce

>

Options

—

1-10

Figure 1-5. Menu Selection Screen

The first line of text on all screens is the screen title, followed on the second line
by a system prompt or direction about how to proceed. The remaining lines of
text vary according to the screen.

While a menu selection screen prompts you to select one of the available
options, a data entry screen prompts you to enter specific data for the
procedure, as shown in Figure 1-6.

Programming Procedures

Programming Overview

Figure 1-6. Data Entry Screen

If any data is currently programmed for the feature, it displays on the screen.
Some screens also show data entered on a previous screen, such as an
extension or trunk number.

A data entry screen may also offer menu selections—instead of entering data
from the dialpad, you select options on the screen, such as Yes or No, to enable
or disable a feature. These options are selected by pressing the button next to

the option. Your selection is highlighted. To program or save that selection, you
press the button next to Enter

Verifying Data Entry

You can use the Inspect feature to verify or check the entries you save. For

example, Figure 1-7 shows a data entry screen with the first of two required
extension numbers needed to assign analog voice and data.

Option Selected

Prompt

Data Entry Area

[ F10 ]

Assign Lines/Trunks:
Enter extension

Backspace
Exit

on the PC.

Enter

Data Voice/Data
Enter voice/data pair

Extension Entered —

7108
Backspace

Exit

Delete
Enter

Figure 1-7. Inspect Example

After 7108 is entered and saved, the system automatically assigns the next
sequential station jack number. This station jack pair does not display on the
data entry screen; however, if you press

Inspct,

the pair displays as shown on

the Inspect screen in Figure 1-8.

Programming Procedures

1-11

Programming Overview

Figure 1-8. Inspect Example: Inspect Screen

You can select Exit ( [ F5 ] on the PC) to return to the previous screen. The

Inspect feature also enables you to check a value currently programmed for a
feature. This is helpful when you are changing or modifying features. You can
also use Inspect when programming sequential extensions or lines to verify the

last number programmed. See Feature Reference for details.

Using Procedures

The procedures are numeric steps. Each step requires an action on the console
or PC. Some steps offer menu selections that may not be part of a required
step and some steps present two ways to perform the procedure. This is called
branching. To accommodate branching, a procedure offers a choice of steps to
follow at the branching point. For example, the menu screen shown in Figure

1-9 provides three selections for network services. The procedure instructions
break the step that follows into three branches to accommodate the three menu
selections:

Inspect Data Displayed —

Voice/Data Pairs:

7108 7109

Exit

>

1-12

Network Services:
Make a selection
AT&T Toll
Local
Mist

Exit

For AT&T Toll, go to Step 6a.
For Local, go to Step 6b.
For Mist, go to Step 6c.

Figure 1-9. Procedure Branching for Menu Selections

Branching within procedures is also used when you can select between
programming a single item or a block of items, such as a single line or a block
of lines, as shown in Figure 1-10.

Programming Procedures

Programming Overview

Copy Lines
Make a selection
Single
Block

Exit

For a single line, go to Step 5a.
For a block of lines, go to Step 5b.

Figure 1-10. Procedure Branching for Single ad Block Selections

When you complete the branch step, you can continue on to the next numerical
step. In many cases, you can also select Exit (
menu where the branch began.

Programming a Single Item Using Entry Mode

[ F5 ] on the PC) to return to the

A screen may offer a selection between a block of items (such as block of lines
or trunks) and Entry Mode, as shown in Figure 1-11:

Extension xxxx
Assign lines/trunks
Lines 01-20
Lines 21-40 Entry Mode
Lines 41-60
Lines 61-80
Exit

Figure 1-11. Entry Mode

To program one of the lines within any of the blocks, you select Entry Mode

[ F6 ] on the PC). The procedure uses branching to provide the steps needed

(

to accommodate your selection. Once you begin entry mode, you provide
entries as in any other data entry screen.

Programming Procedures

1-13

Programming Overview

Saving Entries and Moving Among Screens

At the bottom of each screen, there are one or more keys that enable you to

change your entry, save your entry, or return to a previous screen.
Combinations of these keys display within each programming option. These
keys are shown in Figure 1-12.

QCC Priority x:
Enter line/trunk number

xxx
Backspace Next

Exit Enter

Figure 1-12. Screen Keys

You use these keys in the folIowing ways:

Change your entry. You can correct your entry by selecting Backspace

[ F4 ] on the PC). Each time you press the key, the screen cursor

(

moves backwards to erase one character at a time.

Save your entry. Typically, you complete a procedure by selecting
Enter (
must select Exit (

Delete a current entry. You can delete (or remove) a current entry by
selecting Delete (

Program sequentially numbered items. If you are programming a
group of sequentially numbered extensions or lines/trunks, you may have
the option of selecting Next (

and automatically provides the number of the next extension or trunk in
the sequence. Typically, you remain at the same screen for as long as
you select Next.
the procedure.

[ F10 ] on the PC) to save the information. Occasionally, you

[ F5 ] on the PC) and go back to the previous screen.

[ F8 ] on the PC).

[ F9 ] on the PC). This saves your entry

In a few cases, you may return to an earlier screen in

Delete

1-14

Return to the previous screen. When you have completed a
procedure, selecting Exit (
the menu hierarchy. (Appendix A provides a reference to the entire
system programming menu hierarchy.)

Exit a screen without changes. In most cases, to exit from a screen
without making any changes: select Exit (press
noted as part of a procedure.

When you complete a procedure, you can select select Exit or press

a few cases, you return to the System Programming menu. In most cases, you
return to an intermediate step within the procedure. You can then select one of

the options shown on the screen and continue programming, or you can

continue to press Exit until you return to the System programming menu.

Programming Procedures

[ F5 ] on the PC) takes you up one screen in

[ F5 ] ). Exceptions are

[ F5 ] In

Programming Overview

Entering System Programming

The instructions for entering system programming are given below in the same
table format used for the programming instructions in Chapter 3:

the step in the procedure (Step)

the current screen display and the action you take (Display/Instructions)

the selection from the menu (On the console)

the function key to press on the PC (On the PC)

Typically, the results of each step are shown in the screen in the next step

Step

Display/Instructions

12/24 11:30

Anne
Andre
Jose

Show Number Next Page

Kim
Jorge
Sarah

Display Main Menu

MENU MODE :
Press HOME to Exit
Directory
Messages
Posted Msg
Alarm Clock
Timer

Select Feature

Sys Program
Maintenance
Ext Program

Select System Programming.
Note: Ext Program does not

display if programming console
is a QCC.

On the console

Press

Menu.

Select Sys Program.

On the PC

Press [ F2 ].

Press

[ F8 ].

Entering System Programming

1-15

Programming Overview

Step

3

4

Display/Instructions

Display System Programming
menu. (Your system set-up
information displays in place of
the x’s shown in screen.)

Note:

The System Set-up
screen is an information screen.
The information shows the
system size (small or large),
type (mode), and Operator
(position extension numbers).
The size and type are
programmed during installation.
The operator positions that
display will change as you add
and remove operator
extensions from the system.

On the console

Select Exit.

On the PC

Press

[ F5 ]

1-16

Make a selection.
Note: A > on the screen means

that the menu has more than
one screen. To see the
additional screens, press More.

Entering System Programming

Press the button next to
your selection.

Press the function key

for your selection.

Programming Overview

System Programming Menu Options

Table 1-2 lists the System Programming options that display on the System
Programming menu.

Table 1-2. System Programming Menu Options
Option

—

System
SysRenumber

Operator

LinesTrunks
Extensions

Options

Tables

AuxEquip

NightSrvce
Labeling

Description

Set system operating conditions.
Select the system numbering plan and/or reassign extension

numbers with 1- to 4-digit numbers that are more appropriate or
convenient for your company.

Assign or remove operator positions and program operator
features (such as Operator Hold Timer or QCC options).

Program line/trunk options.
Program features for telephones (such as restrictions, line

assignments).
Program system-wide features (such as Transfer Return, Delay

Ring).
Program feature that require entering information in a table

(such as Allowed Lists, Disallowed Lists).

Program auxiliary equipment connected to the system (such as
loudspeaker paging, fax).

Program Night Service Features.
Program the labels shown on display telephones (such as

System Directory, Posted Messages).

Data

Print

Cntrl Prog

Language

Exit

Specify telephones that need simultaneous voice and data
capability.

Print system programming reports (such as system

configuration, extension assignments).

Do centralized telephone programming (assign features to

specific buttons on telephones).

Select the language that your console uses to display text on
the screens. Selections are English (default), French, and
Spanish.

Exit system programming.

Entering System Programming

1-17

Programming Overview

Exiting System Programming

Use the following step to return to the System Programming menu, the main
menu, or to the Home screen from within a programming screen.

Display/Instructions

Any Screen

■ Return to previous menu

■ Return to main menu

■ Return to normal call handling Press Home.

On the console

Press

Exit.

Press

Menu.

On the PC

Press

[ F5 ].

Press

End.

Press

Home.

1-18

Exiting System Programming

Programming Overview

Idle States

Some programming procedures can be started only when the entire system, or
some part of the system (such as a trunk or an extension), is idle, that is, not in

use. Some procedures require that a trunk or extension be idle only at the
instant of programming. Lengthy procedures require the system, trunk, or
extension be forced into remaining idle until programming is completed. These
procedures wait for the system or trunk or extension to become idle and then
prevent the initiation of any new calls—a condition called forced idle,

If a procedure requires an idle condition, do the programming outside of normal
business hours.

If a procedure requires an idle system and the system is busy when you begin,

you see the screen shown in Figure 1-13:

Figure 1-13. System Busy Screen

When the system is no longer busy, the screen changes to the appropriate
programming screen.

System Forced Idle

When the entire system is forced idle, no calls can be made or received. The
following procedures can be done only when the entire system (all lines and
telephones) is idle:

■ select system mode

■ identify system operator positions

■ renumber system

■ renumber modules

■ identify telephones with voice signal pairs for Voice Announce to Busy

feature

■

identify telephones needing Simultaneous Voice and Data feature

Idle States

1-19

Programming Overview

■

restore system programming information

■ identify Music-on-Hold jack

When the system is forced idle, all multiline telephone users hear a signal,
indicating that the telephone cannot be used. On a display telephone, the
message

appears. Single-line telephones do not get a dial tone.

Line or Trunk Idle

The following procedures can be done only when the line or trunk being

programmed is idle. Since these procedure require the line or trunk to be idle

only at the instant of programming, the line or trunk is not forced idle as

described above.

■ identify loudspeaker paging line jack

■ assign trunks to pools

■ specify incoming or outgoing DID or tie-trunk type

■ specify tie-trunk direction

■ specify tie-trunk E&M signal

Extension Forced Idle

When a telephone or data terminal is forced idle, no calls can be made or
received on that telephone or data terminal. The following procedures can be
started only when the telephone or data terminal being programmed is idle.

Wait :

System Busy

1-20

■ assign call restrictions

■ assign pool dial-out restrictions

■ copy telephone assignments

■ assign lines, trunks, or pools to extensions

■ assign labels to a Personal Directory

■ use centralized telephone programming

When the telephone is forced idle, a multiline telephone user hears a signal,

indicating that the telephone cannot be used. On a display telephone, the

message

Wait :

System Busy

appears. Single-line telephone user does not get a dial tone.

Idle States

Programming Overview

100D Module Idle

The following can be done only when the 100D Module is idle:

■ specify board type

■ specify frame format

■ specify board signaling format

■ specify board suppression format

■ specify board facility compensation

Forced Idle Reminder Tones

Forced idle reminder tones are provided in the following situations:

■ At the telephone, to remind an extension that the system or the extension

is in the forced idle state.

■ At the programming console or SPM, to remind the system manager that

the system or at least one extension is in the forced idle state because of
administrative activity.

This tone is a high-low “doorphone” tone (400 ms of 667 Hz tone
followed by 400 ms of 571 Hz tone).

In a Release 1.1 or Release 2.0 system, all three tones occur every 20 seconds.

You can adjust the volume of these tones with the volume control.

Idle States

1-21

Programming Overview

Product Enhancements

Several enhancements were implemented for System Release 1.1 and 2.0. This
section briefly describes these enhancements and new features. For details on
each enhancement, see Feature Reference and Equipment and Operations

Reference.

Procedures covering these enhancements are included in this manual. System
planning for the enhancements is covered in System Planning.

Release 1.1 Enhancements

Release 1.1 includes all Release 1.0 functionality plus the following

enhancements:

■ Language selection — allows the system to be programmed for prompts,

menus, and messages on MLX display telephones to appear in English,
French, or Spanish. Each of the following can also be programmed for
any of these languages, independent of the system language:

— Individual extensions with MLX telephones
— System programming reports
— SMDR report headers

■ 8102 and 8110 analog voice telephones

Release 2.0 Enhancements

Release 2.0 includes all Release 1.1 functionality plus the following
enhancements:

■

Programming Enhancements

—

Extension Copy feature

allowing the use of any extension as a template for programming
another extension or block of extensions through centralized
programming.

—

Integrated Administration — provides a single interface through
Integrated Solution Ill (IS-III) for programming entries common to

the system and AUDIX Voice Power™/FAX Attendant System™.

■

System Operational Enhancements

—

Coverage VMS feature

going to voice mail. The feature is programmed extension-by­extension, either through extension programming or through
centralized programming.

— reduces programming time by

— prevents incoming external calls from

1-22

Product Enhancements

Programming Overview

—

Calling Group as Night Service Group Assignment

Night Service group to be programmed to include a Calling

Group as a member.

—

Direct Inward Dialing (DID) trunk emulation on T1 facility —
provides 24 DID channels on a single DS1 trunk interface,
instead of requiring 24 separate physical trunks.

■ 408 GS/LS-MLX module — combines four ports for ground-start or loop-

start trunks and eight ports for MLX telephones on a single module in the
control unit.

■ Primary Rate Interface (PRI) enhancements — provide the following:

— Connectivity to the 5ESS® Generic 6
—

multiple incoming calls to directory number

— Call-by-Call Service selection
—

Station ID (SID) as Calling Party Number for Automatic Number
ID (ANI)

— allows a

■ Call type for Automatic Route Selection (ARS) subpatterns — voice,

data, or both

Product Enhancements

1-23

Programming with SPM

This chapter describes the SPM software package. It explains:

■ how to use SPM displays and function keys

■ how to program in surrogate mode

2

■ how to use the main menu and SPM Help

■ how to establish local and remote PC connections

■ how to program the communications system remotely

■ how to backup and restore system programming information

■ how to convert system programming information (part of the upgrade

procedure)

■ how to install your communications system and upgrade your system to

a newer release

SPM runs on a DOS-based PC or on a UNIX® system platform with Integrated
Solution II or Integrated Solution Ill (lS-II/III). It is available on a 3½-inch
diskette. The DOS version is also available on a 5¼-inch diskette. This software
can be used directly from the floppies on a DOS machine; however, if your PC
has a hard disk, you should install SPM on the hard disk.

This chapter also describes programming on a PC with a DOS operating
system. If your system has the lS-II/-lll application, you have a Master
Controller equipped with the UNIX system version of SPM. For information
about accessing SPM from the lS-II/III application, refer to the following books:

■ Integrated Solution Ill System Manager’s Guide, Order No. 555-601-010

■ Integrated Solution Ill Installation and Maintenance Guide, Order No.

555-601-011

Programming with SPM 2-1

Programming with SPM

■ Integrated Solution II System Manager’s Guide, Order No. 555-600-726

■ Integrated Solution II Installation and Maintenance Guide, Order No.

555-600-720

Introduction to SPM

Figure 2-1 illustrates the SPM display.

2-2

Figure 2-1. The SPM Display

SPM screens simulate the system programming console. Each SPM screen
includes a 7-line by 24-character console simulation window that corresponds

to the display area of the MLX-20L telephone. To the right and left of this
console simulation window are columns, listing the keys that correspond to
similarly located buttons on the MLX-20L telephone. If you are working with
Version 2.00 or higher (2.xx),
screen, as shown in Figure 2-1.

The 10 function keys, identified on the screen as
to select screen options. When a screen offers you several choices, press the
function key identified by the label next to your choice. (If you were
programming on the console, you would press the telephone button next to your
choice. )

Introduction to SPM

V2 appears in the upper left-hand corner of the

[ F1 ]

through

[ F10 ],

are used

Programming with SPM

Below the console simulation window are 20 simulated line buttons. Using

[ PgDn ] (Inspect), you can determine the status of each line and which features

are programmed on each line by the letter that appears next to the line number.

R and G represent the ON state of the red and green LEDs on the system

programming console.
The 20 line buttons can be selected by using the arrow keys to position the

cursor on the appropriate key. For example, if a line, trunk, or pool is assigned
to a line button, you see G next to that button. If a line, trunk, or pool is not

assigned to a line button, you see neither G nor R. lf a trunk is assigned to a
pool, you see an

A list of labels on the right side of the screen shows key combinations that
correspond to buttons on the MLX-20L telephone
Table 2-1 describes the function of PC keys within SPM.

Table 2-1. Function of PC Keys in SPM

R.

(Alt + P, Ctrl + F8,

etc.).

PC Key

[ Home ]

[ End ]
[ PgUp ]

[ PgDn ]

[ Alt ] + [ P ]

[ Alt ] + [ F ]

[ Alt ] + [ C ]

Console

Home

Menu

More

Inspct

Drop

Conf

N/A

SPM Function
Quit: Exit from SPM and return to the

DOS prompt when you have finished
system programming. If you are using
a modem, the call is disconnected.

Return to the SPM Main Menu.
Display more menu items (when there is

an additional screen and the > symbol
appears next to the key).

Show the current information that has

been programmed for a feature or
button.

Enter a stop in a speed dialing
sequence.

This combination also deletes an entry
in a field in any screen except one in
which you are entering a speed dialing
sequence.

Flash: Enter a switchhook flash in a
speed dialing sequence.

TopSP: Return to the top of the System

Programming menu.

[ Alt ] + [ H ]

Hold

Pause: Enter a pause in a speed
dialing sequence.

Continued on next page

Introduction to SPM 2-3

Programming with SPM

Table 2-1. - Continued

PC Key

[ Alt ] + [ U ]

[ Ctrl ] + [ F1 ]

[ Ctrl ] + [ F5 ]

[ Ctrl ] + [ F8 ]

[ Ctrl ] + [ F9 ]

[ ↵ ]

[ Backspace ]

Console

N/A Convert: Convert a backup file from an

N/A

SPM Function

earlier release to Release 2.0 format.
Help: Display a help screen about SPM

operations. To exit from Help, press

[ End ].

N/A

N/A

N/A

Enter

Backspace

Reset: Reset the communications port.
For example, if the information on the
screen is garbled, try exiting from and
then recentering the screen. If the
screen remains garbled, use

[ F5 ]

to clear the screen and return to
the SPM Welcome screen. Note that
using

[ Ctrl ] + [ F5 ]

connection.

Browse: View print reports saved with

Print Opts.
Escape to shell. To use this key

sequence, you must set DEBUG=1 in
the SPM configuration file ams. cfg.
You can then use this key sequence to
execute DOS (or UNIX system)
commands. To return to SPM, type

exit,

The

[ ↵ ]

key on your PC can be used

instead of [ F10 ] (Enter) when Enter
appears as a choice in the 7 x 24
console simulation window.

The Backspace key on your PC can be
used instead of
when it appears as a choice in the
7 x 24 console simulation window.

[ F9 ] (Backspace)

[ Ctrl ] +

drops the modem

2-4

[ Delete ]

Introduction to SPM

Delete

The

[ Delete ]

used instead of [ F8 ] (Delete) when it

appears as a choice in the 7 x 24
console simulation window.

key on your PC can be

Continued on next page

Programming with SPM

Table 2-1. - Continued

PC Key

Console

[ ↑ ], [ ↓ ]
[ ← ], [ → ]

Surrogate Mode Programming

The purpose of surrogate mode programming is to allow system programming

by qualified service personnel at a service location rather than on-site. The

actual communications system hardware does not have to be installed; the

programmer needs only a direct connection from the PC to the processor
module. He or she then programs a system as if the appropriate modules,
trunks, and telephones were installed, following a customer’s set of planning
forms. The programmer saves the system programming on disk by performing

a system backup. The disk is then taken to a new installation and used (via the

Restore option) to provide complete system programming for a new

communications system.

You do not select surrogate mode programming; you enter it automatically,

under the following conditions:

N/A

SPM Function

The up, down, left, and right arrow keys
can be used to highlight selections in a
menu and to select the 20 line buttons
below the 7 x 24 console simulation
window.

■ The PC is connected to the lower RS-232 port on a control unit (direct

local connection).

■ Only the processor and power modules are connected.

Once you enter surrogate mode programming, the normal sequence of
procedures is as follows:

1. At the service location:
a. System Erase
b. Boards
c. System Programming
d. Backup

2. On-site:
a. Restore

While you are in surrogate mode, Pass-Thru and Password are unavailable to
other users. For more information, see “Boards” later in this chapter.

Introduction to SPM 2-5

Programming with SPM

SPM Main Menu Options

The SPM Main Menu provides access to system programming and to the other
functions of SPM:

Sys Program
Backup*

Boards* shows you which modules (port boards) are in each slot

Print Opts* directs reports to the printer or to the PC for storage on

Monitor*

Maintenance

Restore*

Pass-Thru*

Password* allows you to change the password for remote entry into

Language

enables you to program the system,
enables you to make a backup copy of your system

programming and store it on diskette or on hard disk.

of the control unit and allows you to assign boards to
slots.

diskette or hard disk.

is restricted to use by your technical support

organization.
is restricted to use by your technical support

organization and qualified technicians.
enables you to restore your system programming from

diskette or hard disk.
(lS-II/III only) allows you to make a remote connection,

via the control unit, to an lS-II/III machine to administer
applications on the IS-II/Ill machine.

the system.
allows you to choose a language (English, French, or

Spanish) for the 7 x 24 console simulation window on
the PC. (There is also a Language selection under

YS program for setting the system language.)

S

SPM Help

*

2-6

Introduction to SPM

SPM includes help screens that you can access by pressing
You can examine the help screens with

first. Help screen, press [ Home ]; to exit from Help, press [ End ].

SPM only; not available on the MLX-20L system programming console. To be
used only by qualified service personnel.

[ PgUp ]

and

[ Ctrl ] + [ F1 ].

[ PgDn ].

To return to the

Programming with SPM

A typical help screen is shown in Figure 2-2.

Figure 2-2. SPM Help Screen

Connecting the PC

There are three ways to connect the PC to the control unit. Choose the method

that is most useful for your installation:

■ direct local connection

■ Iocal modem connection

remote modem connection

■

These types of connections are described later in this section.

System Requirements

To use SPM to program your system, you need the SPM diskette and an AT&T

PC with version 3.3 (or a later version) of MS-DOS®. Your PC should include

the following:

■ at least 640 kbytes of RAM

Connecting the PC 2-7

Programming with SPM

a floppy disk drive that will accommodate the SPM diskette

a monochrome or color monitor
a serial port that can use either a DB-9 or DB-25 connector

NOTE:

For a DB-9 connector, use a 9-pin to 25-pin adapter to convert the
25-pin connector to a modular connector.

an RS-232 interface cable

Also, depending on how you connect the PC to the control unit, you may need
the following:

■ either a 355AF modular adapter (if there is a male connector on the

interface cable) or a 355A modular adapter (if the connector is female)

■ a 4-pair modular cord (D8W)

In addition, the following equipment is useful:

■ a parallel printer (the PC needs a parallel port for the connection)

■ a 1200- or 2400-bps modem

NOTE:

SPM uses Interrupt 4 and I/O address 3F8 for COM1. It uses Interrupt 3
and l/O address 2F8 for COM2.

Direct Local Connection

For a direct local connection, connect the PC to the system programming jack.
This is the lower modular RS-232 jack on the processor module, as shown in
Figure 2-3. (The upper jack is reserved for the SMDR printer.) For direct local
connections, the system supports speeds of 1200 and 2400 bps. Use a direct
local connection to program in surrogate mode.

2-8 Connecting the PC

Proaramming with SPM

Figure 2-3. Direct Local Connection

Local Modem Connection

For a local modem connection, use a modem connected to (or built into) the PC
to access the internal modem in the control unit. Connect the modem to an 012
module in the control unit, as shown in Figure 2-4. The internal modem
operates at a speed of 1200 bps.

Figure 2-4. Local Modem Connection

Remote Modem Connection

For a remote modem connection, you also use a modem connected to (or built
into) the PC to access the internal modem in the control unit; however, the
connection is a dial-up connection, as shown in Figure 2-5. The internal modem
operates at a speed of 1200 bps.

Connecting the PC 2-9

Programming with SPM

Figure 2-5. Remote Modem Connection

NOTE:

Any modem connection overrides a direct connection unless a backup or
restore procedure is in progress via a direct local connection. When a
modem connection is attempted while any other on-site programming is in
progress, either at the system console or at a directly connected PC, the
system sends a message to the on-site programmer indicating that a
modem connection is being established, and the on-site programming .
session is terminated.

Starting SPM

The procedure for accessing SPM differs slightly, depending on whether your

PC is connected directly or by modem to the control unit. Both procedures are

described in the following sections.

2-10 Starting SPM

Programming with SPM

With a Direct Local Connection

To access SPM when your PC is connected directly to the control unit, follow

these steps:

Step

Display

If you do not have a hard disk, insert the SPM diskette into Drive A and
switch to Drive A, if it is not already the current drive.

Start the SPM program by typing spin. The SPM Welcome screen appears
as shown in Step 3.

Instructions

Press any key. The SPM Main Menu

appears as shown in Step 4.

If the Main Menu does not appear or if the
information on the screen is garbled, press
any key again.

With a Local or Remote Modem Connection

The method you use to access SPM by modem depends on whether you are

programming on-site or from a remote location.
If you are on-site, the modem must be connected to an 012 module on the

control unit. To establish a connection to the control unit’s internal modem, dial

*10.

If you are at a remote location, do one of the following:

■ Place a call to the system on a Remote Access line, enter the barrier

code (if required), and dial the code for the internal modem (*10).

■ Place a voice call to the system on a regular line and ask the operator to

transfer you to the modem (by dialing *10), When you hear answer
tone, switch to data mode.

Select an option by pressing one of the

function keys.

You can also set up the remote connection in the other direction. Place a voice
call from the system to the remote PC running SPM and then transfer the call to
the modem.

Starting SPM

2-11

Programming with SPM

To access SPM with a local or a remote modem connection, follow these steps:

Step

Start the SPM program by typing spm. If you prefer to program in a
language other than the current language setting for SPM, use the - l
option to the spm command (note that the option is a lowercase letter L, not
the number 1):

The SPM welcome screen appears as shown in Step 2.

3 Make a data connection to the control unit’s internal modem. The following

modem commands are for Hayes® and Hayes-compatible modems. They
may not be the commands used by your modem. Refer to your modem
user’s guide for specific information.

Display

spm - l english
spm - l french
spm - l spanish

Instructions

Press any key. (You may have to press it
several times). This brings up a blank
screen on which you can enter modem
commands.

If the PC
If the PC is in a remote location and your system has activated the
Remote Access feature, type ATDT followed by the remote access

telephone number, followed by W*10, and press
to press it more than once to get the Password prompt.)

If the PC is in a remote location and your system has not activated the
Remote Access feature, place a voice call to the system, using the main

telephone number, and have the operator transfer the call to the modem.

(The operator dials *10 to transfer the call to the modem.) To put the

modem on line, type ATH1 and press

is in the same location as the control unit, type *10.

[ ↵ ]. (You may need

[ ↵ ].

2-12

Starting SPM

Proaramming with SPM

Step

4

5

UsingSPM

The following sections describe the use of the SPM options. Note that most of
the procedures described here are to be performed by qualified service

personnel only. Options are presented in alphabetical order for ease of
reference:

Display

Instructions

,

Type the Remote Access password. The

password you enter does not appear as

you type it. The SPM Main Menu appears

as shown in Step 5.

Select an option by pressing one of the

function keys.

Backup

Backup

Boards

Browse
Convert
Language

Maintenance

Monitor
Pass-Thru
Password

Print Options

Restore

System Programming

The Backup procedure is used by qualified service personnel to create a file of
system programming information in the \ spm\backup directory (hard disk drive
PC) or in the root directory of a diskette (floppy disk drive PC). Backing up your
system regularly is strongly recommended. If you lose system programming
information, you can restore your system quickly from a backup file.

Release 2.0 Only

If you have a backup diskette and do not know its release number, you may be
able to find this information in the backup header. Backups of Release 2.0 and
later versions of Release 1.1 contain a backup header 128 bytes long.

Using SPM

2-13

Programming with SPM

Approximately 59 of these bytes are currently used. Bytes 55 through 59 of the

header contain the feature module identification number, as shown in Table 2-2.
(Release 1.0 and early versions of Release 1.1 do not contain this information in
readable form. )

Table 2-2. Backup Header: Feature Module Identification Number

Release No.

Size

Examples

The release number is found in the first 2 bytes of the feature module

identification number (0200 = 2.0, 0101 = 1.1).

If the backup file is compressed, you can still read the header, but you cannot
read the data area following the header. Use type backup filename to read
the header on a DOS system or cat backup filename on a UNIX system.

Note that the feature module release number, not the version number of SPM,
determines whether the backup file is compressed or uncompressed.
Release 1.0 backups are uncompressed. Release 1.1 and 2.0 backups are
compressed. Uncompressed files take longer to restore.

Before you begin a backup procedure, note the following:

2 bytes

02 00 32
01 01 02

The communications system does not have to be idle during backup;
however, station programming is blocked.

Any objects that are in a maintenance-busy state are stored in that state.
When you restore system programming, these objects are busied out,
even if they have since been released from the maintenance-busy state.

Build No.

1 byte 1 byte 1 byte

System Size

01

Mode

— Key

01

— Behind Switch

Hybrid/PBX

03—

2-14

If you plan to store your backup file on a diskette, be prepared with a
DOS-formatted diskette. (DOS formatting can be done on a UNIX
system PC or a DOS PC.)

Uncompressed backup files are 100,000 — 210,000 kbytes in size;
compressed files are about 70,000 — 85,000 kbytes.

Maintenance data (error logs and other data used by qualified service
technicians) is not saved in the backup file.

Using SPM

Programming with SPM

Step

Display

Instructions

Select Backup by pressing [ F2 ]. The
following two screens appear.

The first screen (Make a selection
for) is an information screen. Entries you
make appear only on the second screen.

If you are using a hard disk PC, go to
Step 3.

If you are using a floppy disk PC, remove
the SPM diskette and insert a formatted
diskette. Highlight GOTO FLOPPY (use the
arrow keys) and press

[ ↵ ].

You see only one of the two narrow
screens. If you are working on a floppy
disk PC, you see the GOTO HARD DISK
screen. If you are working on a hard disk
PC, you see the
The filename shown on the
(backup.ams) is the default name for a
backup file.

To select the default filename, highlight

BACKUP.AMS

press [ ↵ ]. Go to Step 5.
To specify a different name for this file,

select MAKE NEW FILE and press
Go to Step 4.

GOTO FLOPPY

(use the arrow keys) and

GOTO

screen.

screen

[ ↵ ].

Using SPM

2-15

Programming with SPM

Step

DispIay

Instructions

Enter the filename you have chosen, or

[ ↵ ] to select the default name.

press
You can specify a drive letter with the
filename (

information.

SPM indicates the status of the backup by

displaying the number of the last block

received, If you are backing up from

Release 1.1 or 2.0 of the communications

system, Line 2 of the display screen shows

the estimated number of blocks to be sent
from the control unit. This line is blank if

you are backing up from Release 1.0.

If you abort the backup, the partial backup

file is deleted to prevent restoration from a

corrupted file. You see the screen shown

in Step 6. Otherwise, when Backup is

complete, you see the screen shown in

Step 7.

A: or B: ) but no path

Boards

Press [ ↵ ] to return to the SPM Main

Menu.

[ ↵ ] to return to the SPM Main

Press

Menu.

The Boards option allows qualified service personnel to add a board to the next

available slot. The system must be idle to use this option. This option is not

available from the system programming console.

2-16

Using SPM

Programming with SPM

The Boards option is also available in surrogate mode. In surrogate mode, you

can assign trunk and station modules (boards) to slots, even though those
boards have not actually been installed. Such boards are referred to as
“phantom boards” or “null boards.”

NOTE:

If you assign phantom boards, they must be installed in higher slot numbers

than any real boards you assign. If you assign a phantom board to a lower

slot number than a real board, the control unit will not recognize the real
board(s) that follow the phantom board.

The following boards can be selected:

Board
Type

Description

400LSR
400GLR

800LS
800GLS
408LSA
408GLR
008ATL
008MLX
012TR/OPT

800DID
400E&M
100D
408GLM

The Inspect function (
assigned to slots on the control unit. Note that phantom boards as well as real
boards are displayed with the Inspect function; to see phantom board
assignments, you must print the System Information report

Print –> SysSet-up).

4 loop-start line jacks with 4 touch tone receivers

4 ground-start loop-start line jacks with 4 touchtone

receivers
8 loop-start line jacks
8 ground-start/loop-start line jacks

4 loop-start line jacks and 8 ATL station jacks
4 ground-start loop-start line jacks and 8 ATL station jacks
8 ATL station jacks

8 MLX station jacks (16 endpoints)

12 tip/ring station jacks with 2 touchtone receivers or
008 OPT jacks

8 DID trunk jacks with 2 touchtone receivers

4 E&M tie trunk jacks

1 DS1 jack (24 channels)
4 ground-start loop-start line jacks and 8 MLX station

jacks (16 endpoints)

[ PgDn ] ) lets you see which modules have been

(System –> More –>

You cannot use this option to change a board type. All boards assigned with
the Boards option, including phantom boards, are cleared (unassigned), if you
perform a Board Renumber

(System –> Board Renum).

Using SPM

2-17

Programming with SPM

Step

Display

Instructions

Select Boards by pressing [ F3 ] .

If the module you want to assign is not
shown, press
screen.

When you see the module you want to

assign, press the function key that
corresponds to that module.

[ PgUp ]

to see the next

Type the control unit slot number in which

the module is to reinstalled. Valid entries
are 01 through 17.

2-18 Using SPM

Programming with SPM

Step

Browse

Display

4

5

To assign another module, select another module type and repeat
Steps 3 and 4.

To view types of modules assigned to all slots, press
When all entries are complete, press [ F5 ] (Exit). The system restarts,

terminating the programming session.

The Browse option is accessed by pressing

browse through reports saved (by using Print Opts) in the reports directory of
the PC’s hard disk. When you access Browse, you see a listing of the contents
of the reports directory. To select a report, highlight the desired filename by

using the arrow keys, then press

Instructions

To remove the module type from the
specified slot number, press
(Delete).

To assign the module type to the specified
slot number and assign that same module
type to another slot, press

To assign the module type to the specified
slot number and assign a different module
type to another slot, press

[ F8 ]

[ F9 ] (Next).

[ F10 ] (Enter).

[ PgDn ].

[ Ctrl ] + [ F8 ].

It allows you to

[ ↵ ]. To view the next page of a report, press

[ PgDn ]. Togo back a page, press [ PgUp ]. To return to the beginning of a

report, press

[ Home ]. To exit from the browse option, press [ End ].

Convert

The Convert option simplifies upgrading from an earlier release to Release 2.0
of the communications system. Convert is one of the steps in the upgrade

procedure. The Convert option is available only on Version 2.
(Version 2.00 or higher). Such versions can be easily identified by the

upper left-hand corner of the screen. Conversion is done by qualified service

personnel. The Convert option can be invoked remotely. (See “System

Programming and Maintenance (SPM)).” Before you use this option, you must

do the following:

■ If your PC has a hard disk, install Version 2.XX of the SPM software.

■ Backup system programming using Version 2.XX of SPM. (See

“Backup” earlier in this chapter. )

■ Make sure you know the name of the backup file that you have created.

Help screens are available to guide you through the Convert procedure.

XX of SPM

Using SPM

V2 in the

2-19

Programming with SPM

Convert uses two files: the existing Release 1.0 or 1.1 backup file (the
“convert from” file) and the converted file (the “convert to” file), which Convert

creates. The “convert to” file contains system programming information in
Release 2.0 format in an uncompressed form. The “convert from” file is
unchanged. Because uncompressed files take longer to process than
compressed files, you may want to restore this uncompressed backup to the
Release 2.0 control unit, and then create a new backup. This new backup is in
compressed form and does not have to be converted. For more information
about compressed and uncompressed files, see “Backup” earlier in this
chapter.

NOTE:

Once you begin to convert the backup file, you cannot stop the process.
Pressing

[ Esc ]

has no effect.

Step

Display

Instructions

Select Convert by pressing [ Alt ] + [ U ].
The two screens shown in Step 2 appear.

The first screen

name)

you make appear only on the second

screen.
If you are using a hard disk PC, go to

Step 3.
If you are using a floppy disk PC, highlight

GOTO GLOPPY

press

is an information screen. Entries

[ ↵ ]

(Please select file

(use the arrow keys) and

.

2-20

Using SPM

Programming with SPM

Step

Displav

Instructions

You see only one of the two narrow
screens. If you are working on a floppy
disk PC, you see the GOTO HARD DISK
screen. If you are working on a hard disk
PC, you see the

The filenames shown on the
are from the \Spm\backup directory (hard
disk) or the root directory of the diskette in

Drive A (floppy disk).
Highlight the name of the backup file that

you want to convert from (use the arrow

keys) and press
If the backup file you select is in

Release 2.0 format (that is, does not need

to reconverted), you see the following

rnessage:

converted

Press [ ↵ ] to return to the beginning of
Step 3. Select a different filename or press

GOTO FLOPPY

screen.

GOTO

screen

[ ↵ ].

File has already been

[ Esc ].

If the backup file you select is not in
Release 2.0 format, go to Step 4.

The Please select file name screen
is updated to show the name of the file you
selected.

Press [ ↵ ]. The two screens shown in
Step 5 appear.

Using SPM

2-21

Programming with SPM

Step

5

Display

Instructions

The first screen (Please select file

name) is an information screen. Entries

you make appear only on the second

screen.
If you are using a hard disk PC, go to

Step 6.

If you are using a floppy disk PC, highlight

GOTO FLOPPY

[ ↵ ]

press

You see only one of the two narrow
screens. If you are working on a floppy
disk PC, you see the GOTO HARD DISK
screen. If you are working on a hard disk

Highlight the name of the file that you want
to convert to, or to select a different name
for the file, highlight
the arrow keys) and press [ ↵ ].

(use the arrow keys) and

.

MAKE NEW FILE

(use

2-22

Using SPM

Programming with SPM

Step

Display

t

Instructions

If you selected the default filename, go to

I

step 9.

lf you se!ected

file name. This file cannot have the same

name as the backup file. If you deselect
the same filename, you seethe screen
shown in Step 8.

Press

[ ↵ ] to return to Step 7

MAKE NEW FILE,

1

type the

The Please select file name screen

is updated to show the name of the file you
selected.

Press

[ F10 ].

Using SPM

2-23

Programming with SPM

Step

10

11

Language

A language attribute in the SPM configuration file \sprn\ams.cfg (DOS
version) or /usr/ams/ams.Cfg (UNlX System version) specifies whether SPM
menus, pop-up windows, and other messages are presented in English, French,
or Spanish. A second language selection option affects messages from the
control unit to SPM, and controls the 7 x 24 console simulation window for the
duration of the session. These two language options operate independently of
each other.

Display

I

Instructions

This screen informs you that the
conversion is in progress.

When the conversion is complete, the
following screen appears.

After you press a key, you see the SPM
Main Menu.

The following discussion refers to the language specified in the SPM
configuration file as the PC language and the language used by the control unit
as the console window language.

PC Language

During installation of SPM, the user selects a language, and that selection is
recorded in the SPM configuration file. Any time thereafter, SPM can be started
with the -l option to specify a different language, using one of the following
command lines:

spm -l english
spm -l french
spm -l spanish

Use of the -l option changes the language attribute in the ams.cfg file. The
language specified becomes the new PC language, used whenever SPM is
started without the -l option. (Note that the option is a lowercase letter L, not
the number 1.)

2-24 Using SPM

Programming with SPM

Console Window Language

By default, the language used in the 7 x 24 console simulation window is the
language specified in the ams.cfg file. However, the SPM user can select a
different language for this window for the duration of the current session, as
follows:

Step

Maintenance

Display

I

Instructions

Select Language by pressing [ F10 ]. The
Language menu appears as shown in
Step 2. The current language selection is
highlighted.

Highlight the new language selection. To

I

highlight English, press
French, press
press
selection, press

[ F3 ]. To complete the language

[ F2 ] . To highlight Spanish

[ F10 ] ( Enter ).

[ F1 ]. To highlight

CAUTION:

This option is for use by qualified technicians only. Maintenance

procedures are provided in the documentation for qualified

technicians.

Monitor

Pass-Thru

CAUTION:

This option is for use by your technical support organization only.

The Pass-Thru option allows qualified service personnel to administer lS-II/III
applications on a remote PC by establishing a remote connection with the
control unit to which the IS-II/III PC is directly connected. Figure 2-6 illustrates
the relationship of the SPM PC, the communications system control unit, and the

lS-II/III PC!

Using SPM

2-25

Programming with SPM

Figure 2-6. Pass-Thru

A Pass-Thru request must be initiated by a DOS PC. It is not available from a

UNIX system PC; that is, Pass-Thru cannot be established between two
IS-II/III PCs.

Once your Pass-Thru connection is established, you can administer any of the

following IS-II/III applications from your SPM PC:

AUDIX Voice Power™
Call Accounting System
Fax Attendant System® (IS-III only)
CONVERSANT® Intro (IS-III only)

NOTE:

You cannot administer the SPM application on the IS-II/III PC because the
remote call (from your SPM PC) uses the IS-II/III PC’s COM1 port, so the
system programming jack cannot be used for system programming, For the
same reason, a user at the IS-II/III PC end of the connection cannot use
SPM while your Pass-Thru is in effect. If use of SPM is attempted, the user
at the IS-II/III end sees this message:

PRE-EMPT IN PROGRESS
Please try again.

To initiate Pass-Thru, establish a modem connection between the SPM PC and
the control unit.

If the lS-II/III PC does not respond to the Pass-Thru request from the control unit

(for example, because the PC is turned off), you see the following message;

2-26

Pass–thru failed.
Please try again.

Using SPM

Programming with SPM

If the connection between the control unit and the IS-II/III PC fails, the
connection between the control unit and the SPM PC is dropped. You see the
following message:

Pass-through Session
unexpectedly terminated.
Please press Enter
to continue.

When you press [ ↵ ], you are returned to the SPM Main Menu.

step

Display

Instructions

Press

[ F8 ]

to initiate Pass-Thru.

Type your login name. The next screen
you see is a full-sized screen
(approximately 24 lines by 80 characters),

not the 7 x 24 SPM screen.

Type the lS-II/III password

Type

ams

for your terminal emulation type

The lS-II/lll Main Menu appears.
To exit from IS-II/III programming, select

Exit. You are asked to confirm your
selection and, when you confirm it, you are

returned to the SPM Main Menu.

Using SPM

2-27

Programming with SPM

Password

The Password option is used by qualified service personnel to change the
modem connection password. A password is always required to establish a
connection with the built-in modem. The password always consists of five
characters. You can perform remote system programming only if you enter the
password correctly. Note that a default password is set in the factory.

Step

Display

Instructions

Select

Password

Type the old password (which does not
appear on the screen as you type it).

If you do not type the old password
correctly, you see Not Equal at the
bottom of the screen. Type the old
password again. If you do not type the old
password correctly in three attempts, you
see Old Password in Use at the
bottom of the screen. The procedure is
terminated. Press
SPM Main Menu.

To assign a new password, type any 5
characters. (The password does not
appear on the screen as you type it.)

by pressing

[ F9 ].

[ ↵ ] to return to the

2-28

Using SPM

Type the new password again.
To return to the SPM Main Menu,

press

[ F5 ].

Programming with SPM

Print Options

The Print Opts option allows qualified service personnel to direct system

programming reports either to the PC (where you can save them, browse

through them, or print them with the System Programming Print procedure) or to

the SMDR printer. The Print procedure is described in detail in Chapter 2. This

option merely specifies where reports are to be sent.

Restore

Step

The Restore option allows qualified service personnel to load system

programming from a diskette or from the hard disk into the processor module
memory. (You must have backed up system programming to use this
procedure.)

Display

Instructions

Select

Print Opts

Specify the target device for reports:

■ Press [ F1 ] for the SMDR printer.

■ Press [ F2 ] for the PC.

[ F5 ] (Exit) to return to the main

Press
menu.

—

by pressing

[ F4 ].

This procedure is used to program a new system if a disk was created through
surrogate mode programming or to restore information lost through system
failure. It is also part of the upgrading procedure.

The system must be idle during a Restore procedure.

Using SPM

2-29

Programming with SPM

CAUTION:

An unsuccessful or aborted Restore results in a frigid start:

■ All calls are dropped.

■ The system configuration is erased.

■ All system programming is lost, and the system returns to the

factory settings.

■ If the restore is being done remotely, the connection is dropped

immediately.
If this happens, reconnect to the control unit and do another Restore
immediately.

Restore is aborted under the following conditions:

■ if fewer boards are listed on the disk than on the control unit

■ if any real board is out of sequence with the boards listed on the disk

■ if phantom boards are not listed last

■ if the operating mode of the system being restored is Hybrid/PBX, but the

control unit processor module has been modified with a hardware strap
in place to operate only in Key mode

A successful Restore is followed by a cold start; however, you do not

automatically exit from SPM.

Step

Display

Instructions

If you are restoring from diskette, remove
the SPM diskette from Drive A and insert
the backup diskette.

Select Restore by pressing

[ F7 ] . The

two screens shown in Step 2 appear.

The first screen (Make a selection

for the) is an information screen. Entries
you make appear only on the second

screen.

If you are using a hard disk PC, go to
Step 3.

If you are using a floppy disk PC, highlight

GOTO FLOPPY

(use the arrow keys) and

press [ ↵ ].

2-30 Using SPM

Programming with SPM

Step

Display

Instructions

You see only one of the two narrow

screens. lf you are using a floppy disk PC,
you see the GOTO HARD DISK screen. If
you are working on a hard disk PC, you
see the

The filename shown on the

(BACKUP.AMS)

backup file. Highlight BACKUP.AMS or, if
you have backed up to a different file,
Select
and press [ ↵ ].

If the file selected is in Release 1.0 or 1.1
format and the communications system is
Release 2.0, you see the screen shown in
Step 4. otherwise, go to Step 5.

Press
Menu. For instructions on converting a
backup file to Release 2.0 format, see
“Convert” earlier in this chapter.

GOTO FLOPPY

OTHER FILES

screen.

GOTO

is the default name for the

(Use the arrow keys)

screen

[ ↵ ] to return to the SPM Main

System Programming

One of the main functions of SPM is to provide a method for programming the
communications system. The Sys Program option gives you access to all of the
system programming features available from the system programming console.
Complete information on system programming can be found in Chapter 2.

Wait until the screen shown in Step 6
appears.

Press [ ↵ ] to return to the SPM Main
Menu.

Using SPM

2-31

Programming with SPM

Step

Display

Instructions

Press [ F1 ] to select Sys Program.

If the programming function you want to

perform does not appear on the screen,

[ PgUp ] (More) to see the second

press

screen.
You can select any option by pressing one

of the function keys.

Installing the SPM Software

Before you install or run SPM, make a backup copy of the SPM diskette (use the
diskcopy or cp command) and store the original in a safe place. Use the
backup copy to run the installation program.

NOTE:

lf your PC does not have a hard disk, you do not need to run the installation

program, Skip to the section entitled "Initializing the SPM Software."
Follow the appropriate instructions in the next sections of this chapter for

installing SPM on a DOS or UNIX system PC.

DOS Installation

If you are installing a new version of SPM, the new files will overwrite your

current SPM files. You do not need to remove them.
To install SPM on the PC’s hard disk, follow these steps:

1. With the system prompt (c:>) on your screen, insert the backup copy of
the SPM diskette into Drive A.

2-32

Installing the SPM Software

Programming with SPM

2. Change to Drive A (a:). You see the A:> prompt on the screen.

3. Type one of the following commands:

■ install

■

install english
install french

■

install spanish

■

The following message appears:

SPM HARD DISK INSTALLATION PROGRAM

Strike a key when ready

NOTE:

Since English is the default language, install and

install english have the same effect. If you use the language

argument (english, french, or Spanish), you must type it in

Lowercase letters as shown. install itself is not case-sensitive.

4. Press any key
When the installation is finished, the following message appears:

SPM HARD DISK INSTALLATION IS NOW COMPLETE

YOU MUST REBOOT YOUR SYSTEM BEFORE USING SPM

5. Remove the SPM diskette from Drive A and reboot your system

NOTE:

If the OUT OF ENVIRONMENT SPACE error message appears on the
screen, refer to the shell command in your DOS manual.

The installation procedure automatically does the following:

■ Checks available space on the hard disk. Installation terminates with an

error message if the space is insufficient.

■ Checks permissions on the autoexec.bat and config.sys files.

Installation terminates with an error message if either file is write­protected.

■ Saves a copy of autoexec.bat as autoexec.old.

■ Saves a copy of config.sys as config.old.

■ If autoexec.bat has not already been configured for SPM, does the

following:

—

Adds c: \spm to the PATH variable.

— Adds the line SET AMS PATH+C:.

Installing the SPM Software

2-33

Programming with SPM

—

Adds the background print command

PRINT /D:PRN /B: 4096 /u:3 /M:200 /s:1 >NUL.

If config.sys has not already been configured for SPM, adds the Iine

DEVICE=C:\ANSI.SYS.

Copies the ansi.sys file from the floppy disk to c:\.
Creates the directory

Copies the following files from the floppy disk into

—

spin. exe

—

ams_hlp. eng,

—

ams_hlp. fre,

—

ams_hlp. spa,

C:\Sprn.

C:\SPrn:

the English-language help file
the French-language help file
the Spanish-language help file

Creates the following directories if they do not already exist:

—

c: \spm\backup

—

c: \spm\reports

—

c: \spm\tmp

Does one of the following:

—

Creates the SPM configuration file

c: \ spm\ams.cfg,

if it is not
already present. In this case, the ams.cfg file consists of only
one line, specifying the language attribute (

LANG 1 if you

specified English or did not specify a language with the

install command,

LANG 2 if you specified French, LANG 3 if

you specified Spanish).

—

Modifies the ams.cfg file, if it is present, by adding or changing

LANG value.

the

Installation is complete. Continue with the section entitled “Initializing the SPM
Software.”

UNIX System Installation

The procedure for installing the UNIX system version of SPM saves any existing
system programming backup files on the hard disk.

To install the UNIX system version of SPM, follow these steps:

1.

Log on to lS-II/III as
Select Technician Maintenance from the lS-II/III Maintenance menu.

2.
Select

3.

Administer Integrated Solution

Maintenance menu.
Mark System programming and Maintenance (SPM) on the menu

4.
by pressing the
Press the UPDATE function key, [ F4 ].

5.

2-34

Installing the SPM Software

maint.

from the Technician

UN/MARK function key, [ F2 ].

Proaramming with SPM

6.

Insert the SPM diskette into the floppy disk drive and press [ ↵ ].

A request for confirmation appears.

[ ↵ ] to continue.

Press

7.
You are prompted to insert the SPM diskette.

[ ↵ ] to continue.

Press

8.
The system shows the progress of the installation by displaying dots at

the rate of one dot per second. The procedure takes about 3½ minutes.
When the installation is finished, a confirmation message appears.

Press

[ ↵ ]

9.
You are prompted to remove the SPM diskette and to shut down the

system.

10. Remove the diskette and press

—

to continue.

[ ↵ ] to shut down the system.

(If you press
software is not installed until you shut down and reboot. )

When shutdown is finished, you are prompted to reboot the system.

11. Press the PC’s reset button or

The installation procedure is complete. Since the UNIX system version of SPM
does not have to be initialized, you are ready to use SPM.

[ Esc ]

Initializing the SPM Software

To run correctly, the DOS version of SPM requires certain information
(transmission speed, type of monitor, etc.). This information needs to be
supplied only once, the first time you run SPM.

The information provided during the initialization process is written to the SPM
configuration file (ares.cfg). If you need to change this information at some
later time, you can do so in either of the following ways:

■ Invoke SPM with one or more of the following options, for example,

-com1

spm

Any of these options changes the information in ams.cfg.

-com1

spm

instead, you can continue running SPM; however, the

[ Alt ] + [ Ctrl ] + [ Delete ]

-s1200 -color -1 french

specifies COM1 as the communications port
used by SPM.

to reboot.

-com2

spm

-s1200

spm

spm -s2400
spm -color

-mono

spm

specifies COM2 as the communications port
used by SPM.

specifies modem speed of 1200 bps.
specifies modem speed of 2400 bps.
specifies color monitor.
specifies monochrome monitor.

Installing the SPM Software

2-35

Programming with SPM

spm -l english
spm -l french

spm -l spanish

■

Edit the

ams.cfg file.

remove it. You are prompted to reinitialize the next time you invoke
SPM.)

To initialize SPM, follow the steps below.

Step

Display

Start the SPM program by typing spm at the c:> prompt if your PC has a
hard disk, otherwise at the

specifies English as the PC language.
specifies French as the PC language.
specifies Spanish as the PC language.

(If you are unsure about editing the file, you can

Instructions

A: > prompt.

Press any key.
The screens in Steps 3 through 7

appear only if the system has not
been initialized.

Select the communications port used
by SPM by typing 1 for COM1 or 2 for
COM2.

Select the communication speed by
typing 1 for 1200 bps 2 for 2400 bps.

If you have a color monitor, type

Otherwise, type

n.

y.

2-36

Installing the SPM Software

Programming with SPM

Step

Display

Instructions

Type 1, 2, or 3 to select a language. The
language you choose becomes the SPM
(PC) language.

Review your selections and type y to
change any of the information on the
screen or n to save the initialization
information. y takes you back to the
screen shown in Step 3. n takes you to the
screen shown in Step 8.

You see the SPM Main Menu, indicating
that the SPM program is ready to use.

The DEBUG attribute is also specified in ams.cfg as DEBUG=0 (off), the default
setting, or DEBUG=1 (on). This attribute is used to enable the Escape to Shell
feature of SPM, activated by the
the initialization process — to turn DEBUG on, you must edit the ams.cfg file.

The DEBUG attribute is for use by qualified service personnel only.

Inter-Release Compatibility

It is important to understand compatibilities between files created on each of the
different versions of SPM and the different feature modules of the
communications system, not only for upgrading, but also for programming.

Table 2-3 summarizes programming compatibility. (It is assumed that the
majority of the programming is done in surrogate mode and backed up on disk.)

[ Ctrl ] + [ F9 ]

key sequence.. It is not part of

Inter-Release Compatibility

2-37

Programming with SPM

Table 2-3. Programming Compatibility

* The backup file must be converted before it is restored.

Upgrade Procedure

Upgrading involves several steps. It is not a difficult procedure, but the steps
must be performed in the order listed.

1. Install SPM.
Complete instructions can be found in the section entitled “installing the

SPM Software” earlier in this book.

To upgrade your communications system to Release 7.7, you will need to

install (or, on a UNIX system PC, upgrade to) Version 1.16 of SPM.

SPM Version

1.13

1.16

2.xx

1.16

2.xx

2.xx

Program/
Backup on

1.0

1.0

1.0

1.1

1.1

2.0

Restore on

1.0 1.1 2.0

yes no no
yes
yes
no
no
no no

yes no

yes
yes no
yes yes*

yes*

yes

To upgrade your communications system to Release 2.0, you will need to

install (or upgrade to) Version 2.

2. Backup your system programming.
This step creates a file containing system programming information.

Complete instructions can be found in the section entitled “Backup”
earlier in this book.

To upgrade the system to Release 7.7, you can use Version 1.16 or later

of SPM.

To upgrade the system to Release 2.0, you must use Version 2.XX of

SPM.

3. Change your feature module:

a. Turn off the AC power switches on the control unit in the following

(1) Basic carrier
(2) Expansion carrier 1, if present
(3) Expansion carrier 2, if present

XX of SPM.

2-38

Upgrade Procedure

Programming with SPM

b. Unplug the interface cords from the SPM and SMDR printer ports

on the processor module.
c. Remove the processor module from Slot 0.
d. Remove the feature module from the processor module and

replace it with a Release 1.1 or 2.0 feature module.
e. Reinstall the processor module in Slot 0.
f. Plug the interface cords into the SPM and SMDR printer ports on

the processor module.
g. Turn on AC power to the control unit in the following order:

4. Perform a System Erase (frigid start).
This step ensures that all system programming is returned to default

values.

(1) Expansion carrier 2, if present
(2) Expansion carrier 1, if present
(3) Basic carrier

To upgrade to Release 1.1, use the System Erase function as follows:

Maintenance → Slot → 00 → Demand Test → System Erase.

To upgrade to Release 2.0, use the System Erase function as follows:
Maintenance → Slot → 00 → Demand Test → System Erase
(Line 5, left button) twice → Yes

See Maintenance and Troubleshooting for additional information on
System Erase.

5. Convert your backup file (Upgrade to Release 2.0 only)
This procedure converts the backup file created in Step 2 to the

Release 2.0 format. See “Convert” earlier in this book.

6. Restore your system programming.
The system is forced idle and cannot be used during this procedure.

See “Restore” earlier in this book.

To upgrade to Release 7.1, Use Version 1.16 or Version 2.

XX of SPM and

restore the backup file you created in Step 2.

To upgrade to Release 2.0, Use Version 2.

XX of SPM and restore the file

you converted in Step 5.

7. Program new features.

Table 2-4 lists features added with Release 1.1 of the communications
system. When you upgrade to Release 1.1, you must program these

features as the last step (Step 7) of the upgrade procedure.

Upgrade Procedure

2-39

Programming with SPM

Table 2-5 lists features added with Release 2.0 of the communications

system. When you upgrade from Release 1.1 to Release 2.0, you must
program these features as the last step (Step 7) of the upgrade

procedure. When you upgrade from Release 1.0 to Release 2.0, you
must program the features listed in Table 2-4, then the features listed in
Table 2-5.

Table 2-4. Programming Needed after Upgrade to Release 1.1

System language

System Programming

Extension language

System Programming

SMDR language

System Programming

Printer language

System Programming

→

→

→

→

More

More

More

More

→

Language → SystemLang

→

Language → Extensions

→

Language → SMDR

→

Language → printer

Table 2-5. Programming Needed after Upgrade to Release 2.0

Primary Rate Interface (PRI)

Sys

Program → LinesTrunks → LS/GS/DS1 → Type → PRI

Sys Program → LinesTrunks → LS/GS/DS1 → FrameFormat

→

Sys Program
Sys Program
Sys Program
Sys Program
Sys Program
Sys Program → Lines Trunks → PRI → Protocol
Sys Program → LinesTrunks → PRI → DialPlanRtg
Sys Program

Sys Program → Tables → ARS

DID Emulation on T1

Sys Program → LinesTrunks → LS/GS/DSl → Type → More → DID/All DID

Night Service Calling Group

Sys Program → NightSrvce → GroupAssign → Calling Group

Coverage VMS off

Sys program → More → Cntr-Prg → Program Ext

LinesTrunks → LS/GS/DS1 → Suppression

→

LinesTrunks → PRI → PhoneNufier

→

LinesTrunks → PRI → B-ChannlGrp

→

LinesTrunks → PRI → NumbrToSend

→

LinesTrunks → PRI → Test TelNum

→

LinesTrunks → PRI → OutgoingTbl

2-40 Upgrade Procedure

Continued on next page

Programming with SPM

Table 2-5. — Continued

Data Status

Sys Program → More → Cntr-Prg → Program Ext

Extension copy:

Sys Program → More → Cntr-Prg → Copy Ext

Posted Message button on analog multiline and MLX-10™ non-display telephones (for
use with Do Not Disturb)

Sys Program → More → cntr-Prg → Program Ext

Upgrade Procedure

2-41

Programming Procedures

Basic System Operating Conditions

The procedures in this section are all related to the system rather than to the
operation of telephones, operator positions, or trunks. These are conditions that

have to be set only when the system is new or, sometimes, after a frigid start.

NOTE:

You have to reset the system time when Daylight Savings Time begins and
ends.

This section contains the following programming procedures:

System Restart
System Programming Position Assignment
System Language
Board Renumbering
Mode of Operation

Automatic Maintenance Busy

System Date
System Time

Basic System Operating Conditions 3-1

Programming Procedures

System Restart

CAUTION:

This procedure is for qualified support personnel only.

Use this procedure to perform a system restart (cold start).
All calls are dropped when you perform this procedure. System programming is

saved.
Telephones with the Extension Status feature can lose toll restrictions as a result

of a cold start.

Entering Programming

Console: Select Menu → Sys Program → Exit
PC/SPM: Type

Exiting Without Changes

SPM → press any key

→

[ F1 ] → [ F5 ]

To exit from any screen without making changes, select Exit on the console or

press

[ F5 ]

on the PC before saving your entry or menu selection.

Summary: System Restart

Programmable by
Mode

Idle Condition
Planning Form
Factory Setting
Valid Entries

Inspect
Copy Option
Console Procedure
PC Procedure

Qualified support personnel
All
Not required
Not applicable
None
None
No
No
System → Restart → Yes

[ F1 ] → [ F1 ] → [ F1 ]

3-2

System Restart

Programming Procedures

Procedure: System Restart
Step

Select the System menu.

Select System Restart.

Display/Instructions

On the console

Select System.

Select Restart.

On the PC

Press

[ F1 ]

Press

[ F1 ]

To restart system

To abort the restart and return to
System menu

Session is terminated; the system

restarts. Re-enter system

programming to continue,

Select Yes.

Select No,
then select Exit.

Press

[ F1 ]

Press

[ F2 ],

then press

[ F5 ]

System Restart 3-3

Programming Procedures

System Programming Position Assignment

Use this procedure to reassign the station jack used for system programming.
This jack should not be the same jack used for the operator position.

The system programming position can be reassigned only to one of the first five
jacks on the first MLX module. Only one system programming console is
allowed per system.

If you are programming on the console:

The console must be connected to the station jack currently assigned for
system programming.

As soon as you change the system programming jack, the system
programming session is terminated. To proceed with system
programming, you must connect the system programming console to the
newly assigned station jack and re-enter system programming.

Entering Programming

Console: Select Menu → Sys Program → Exit
PC/SPM: Type

SPM → press any key

→

[ F1 ] → [ F5 ]

Exiting Without Changes

To exit from any screen without making changes, select Exit on the console or

[ F5 ] on the PC before saving your entry or menu selection,

press

Summary: System Programming Position Assignment

Programmable by
Mode
Idle Condition
Planning Form
Factory Setting

Valid Entries

Inspect

Copy Option

Console Procedure

PC Procedure

System manager

All

Not required
Form 1, System Planning
First jack on first MLX module (also set as an operator

position)
Extension number of one of the first five jacks on the

first MLX module
No
No

System → SProg Port → Drop → Dial ext. no. →

Enter → Exit

[ F1 ] → [ F2 ] → [ Alt ] + [ P ] → Dial ext. no. → [ F10 ]

→ [ F5 ]

3-4

System Programming Position Assignment

Programming Procedures

Procedure: System Programming Position Assignment

Step

Select the System menu.

Select System Programming
port.

Display/Instructions

On the console

Select System.

Select SProg

Port,

On the PC

Press

[ F1 ]

Press

[ F2 ]

Press

Erase current setting.

Enter the new extension in one of
the following ways:

Extension number
Slot and port number
Logical ID number
DSS

Save your entry. Select Enter.

To return to System Select Exit.

Programming menu

System Programming Position Assignment 3-5

Drop.

Dial [nnnn].
Dial *[sspp]
Dial #[nnn]
Press DSS button

Press

[ Alt ] + [ P ]

Type [nnnn]

Type *[sspp]

Type #[nnn]

Press

[ F10 ]

Press

[ F5 ]

Programming Procedures

System Language

Release 1.1 and 2.0 Only

Your communications system offers you a choice of three languages (English,

French, and Spanish) for the following options:

System language (set first)
Station Message Detail Recording (SMDR) reports (see “System

Features”)

Print reports (see “Printing Reports”)

Extensions (see “Optional Telephone Features”)

Use this procedure to set the system language.

Entering Programming

Console: Select Menu → Sys Program → Exit
PC/SPM: Type

SPM → press any key

Exiting Without Changes

→

[ F1 ] → [ F5 ]

To exit from any screen without making changes, select Exit on the console or

press

[ F5 ]

on the PC before saving your entry or menu selection.

Summary: System Language

Programmable by
Mode
Idle Condition
Planning Form
Factory Setting
Valid Entries

Inspect
Copy Option
Console Procedure

PC Procedure

System manager

All

Not required
Form 1, System Planning
English
English, French, Spanish
No
No
More → Language → SystemLang → Yes → Select a

language → Enter

[ PgUp ] → [ F6 ] → [ F1 ] → [ F3 ]

→ [ F10 ]

→

Select a language

3-6

System Language

Programming Procedures

Procedure: System Language
Step

Go to the second screen of the
System Programming menu.

Display/Instructions

On the console

Press

More.

On the PC

Press

[ PgUp ]

Select Language.

Select System Language.

To set the system language Select Yes.

To abort the procedure and return to
the previous screen

Select Language

Select

SystemLang.

Select

No,

then select

Exit.

Press

Press

Press

Press

[ F5 ]

[ F6 ]

[ F1 ]

[ F3 ]

[ F2 ]

,then press

System Language 3-7

Programming Procedures

Step

Select a system language. (The
default is English.)

Save your entry.

Session is terminated; the system

restarts. Re-enter system
programming to continue.

For programming single or
block of extensions, see
Extension Language procedure

under “Optional Telephone
Features.”

Display/Instructions

On the console

Select English,
French,

Select Enter.

or

Spanish.

On the PC

Press

[ F1 ], [ F2 ],

[ F3 ]

,

Press

[ F10 ]

or

3-8

System Language

Programming Procedures

Board Renumbering

CAUTION:

This procedure is to be performed by qualified support personnel on/y.

Use this procedure to renumber boards that have already been installed. Note

that this is not the same procedure as the Boards option, available to qualified

service personnel with SPM only. This procedure restarts the system (system
programming is not lost).

Entering Programming

Console: Select Menu → Sys Program → Exit

PC/SPM: Type

Exiting Without Changes

To exit from any screen without making changes, select Exit on the console or

[ F5 ] on the PC before saving your entry or menu selection.

press

SPM → press any key

→

[ F1 ] → [ F5 ]

Summary: Board Renumbering

Programmable by

Mode
Idle Condition
Planning Form
Factory Setting

Valid Entries

Inspect

Copy Option

Console Procedure
PC Procedure

Qualified support personnel only
All
System idle

Not applicable
None
Not applicable
Not applicable
Not applicable
System → Board Renum → Yes

[ F1 ] → [ F4 ] → [ F2 ]

Board Renumbering 3-9