Inter-Tel CS-5200, CS-5400 User Manual

Inter-Tel CS-5200/5400
Communication Servers

Administrator Guide

Voice Mail Administrator Features

If your voice mail system has Automatic Speech Recognition (ASR) capability
and it is enabled for the administrator mailbox, you can complete voice mail
tasks by issuing spoken commands or by pressing dialpad digits.

Quick Reference Guide To System,

Voice Mail, and Diagnostics

Administrator Features

Accessing the Voice Mail Administrator’s Mailbox

— Call the voice mail access number.

— Say “Login” or press .

— Say or enter the administrator mailbox number. Then enter the password,

and press .

— Say “Nine” or press to access the voice mail administrator menu.

#

9

To Record a Broadcast Message:

— Access the voice mail administrator’s mailbox and menu (see above).

— Say “Broadcast Message” or press to send a broadcast message.

1

— Record the message.

— When the message is recorded, hang up or press for more options.

#

To Perform Mailbox Maintenance:

— Access the voice mail administrator’s mailbox and menu (see above).

— Say “Mailbox Maintenance” or press to select the Mailbox/Group List

2

Maintenance option.

— Say or enter the mailbox, extension ID, or group list number to be accessed

and follow the prompts.

To Import a Fax Document:

— Using a fax machine, obtain dial tone and access the voice mail administra-

tor’s mailbox and menu (see above).

— Say “Import Fax” or press to select the Import Fax option.

— Say or enter the fax document number.

If the document number does not already exist, say “Yes” or press if the

number is correct or say “Re-enter” or press and re-renter the number.

If the document number already exists, say “Yes” or press to replace the

document or say “Re-enter” or press to enter another number.

If you did not enter a valid number, enter a new number.

— When prompted, press

— When the fax transmission is complete, say “Continue” or press to con-

tinue importing documents, or press to exit.

4

#

3

#

3

START on the fax machine.

#

These are the basic instructions for the most frequently used system administra-
tor and voice mail administrator features. For detailed information on these fea­tures, refer to the Administrator Guide.

System Administrator Features

To Place the System in Night or Day Mode:

— While on-hook, enter .

9

To Place a Single Node in Day or Night Mode:

— While on-hook, enter (Enable Network Night Mode) OR

enter

9

6

8

(Enable Network Day Mode). Then enter the desired

2

node number.

To Set System or Network Date and Time:

— While on-hook, enter (System Date/Time), or enter

9

8

(Network Date/Time).

0

1

— Use the dialpad buttons to enter the month, day, and year. For example,

press 010305 for January 3, 2005. Or, press to skip ahead without
changing the date.

— Use the dialpad buttons to enter the time in hours and minutes. For example,

enter 0900 for 9:00. Or press twice to exit without changing the time.

— If the system is set for 12-hour display format, press for AM or press

for PM.

9

To Synchronize Network Time:

While on-hook, enter .

9

To Respond to an Alarm Message:

— When a minor alarm indication appears, write down the alarm information.

— While on-hook, clear the alarm by entering

Alarm) OR entering

— Look up the alarm in the Administrator Guide and take the appropriate

action.

© Inter-Tel, Inc. February 2005 printed in US

9

6 0

8

9

(Clear Network Alarm).

6

0 0

#

1 1

1

1

#

1 2

9

5 0

8

(Clear System

8

8

8

5

8

Part No. 835.2461-5

To Program System Speed-Dial Numbers:

— While on-hook, enter .

9

— Enter the speed dial location code (000-999) or (0000-4999).

— To change or program the name: Enter the desired name for the speed-dial

number using one of the following methods:

In numeric mode, the dialpad buttons are used to enter numbers 0-9, the

button is used for entering a hyphen, and the button is used for entering a
colon.

In alphanumeric mode, dialpad buttons are used to enter the desired letters,
numbers, and punctuation. The number of times a button is pressed deter­mines which character is entered. When adjoining characters are located

under the same button, press to advance to the next character. Refer
to the following chart to program information in alphanumeric mode. (Note
that letters correspond to the letters printed on the dialpad buttons.)

To erase the current name and leave it blank: Press repeatedly

until the name is erased. Then press .

To leave the name the same: Press .

— Enter the number (up to 48 digits) to be stored.

—Press .

BUTTON 1 2 3 4 5 6 7 8 9 10 11

*The Japanese characters are only available if the multilingual feature is enabled and Japa­nese is installed as the secondary language.

**The character available depends on the software version.

#

NUMBER OF TIMES BUTTON IS PRESSED

ENGLISH CHARACTERS

1 -&( ) 1A I U E O a

2 ABC ' 2KA KI KU KE KO i

3 DEF ! 3SA SHI SU SE SO u

4 GHI * 4TA CHI TSU TE TO e

5 JKL

6 MNO

7 PQR S 7MA MI MU ME MO ya

8 TUV ? 8YA YU YO . , yu

9 WXY Z 9RA RI RU RE RO yo

0 @: . , 0WA WO N pa ba long

0

8

# or /**

Ñ or #**

1

#

FWD

MUTE

#

#

JAPANESE CHARACTERS*

5 NA NI NU NE NO o

6 HA HI FU HE HO tsu

Default Administrator Feature Codes

CODE

(US/EU)

9823 Automatic Diagnostics Delivery On/Off 9866 Modem Enable

9851 Clear Network Alarm 9869 Modem Reset

9850 Clear System Alarm 9860 Night Ring On/Off

9982/9182 Compression On/Off 9825 Periodic Diagnostics On/Off

9981/9181 Compression Statistics 9932/9132 Program Database

9900/9100 Diagnostics On/Off 9801 Program System Speed Dial

9862 Enable Network Day 9810 Set Network Date/Time

9861 Enable Network Night 9800 Set Time/Date

9867 Modem Disable 9811 Synchronize Network Time

FEATURE NAME CODE

(US/EU)

FEATURE NAME

System Diagnostics Features

System diagnostics mode allows a system administrator to perform diagnostics
functions such as freezing/unfreezing the database, printing message logs, and
seizing a device for troubleshooting purposes. Use diagnostics mode when the
system is idle to avoid affecting system performance.

To Enable/Disable System Diagnostics Mode:

While on-hook, enter the Diagnostics Mode feature code (9900 or 9100) to
enable/disable diagnostics mode. The display shows DIAGNOSTICS ON/OFF.
Then enter one of the following diagnostics feature codes (9xxx).

Default Diagnostics Feature Codes

CODE

(US/EU)

9926/9126 Diagnostic - ASAI Snoop Off 9963/9163 Diagnostic - Network Groups

9927/9127 Diagnostic - ASAI Snoop On 9972/9172 Diagnostic - Print Auxdata

9922/9122 Diagnostic - Dump Extension 9975/9175 Diagnostic - Print Message Log

9936/9136 Diagnostic - Dump Node Information 9976/9176 Diagnostic - Print Network Log

9933/9133 Diagnostic - Dump System Diagnostics 9978/9178 Diagnostic - Query Node Traffic

9943/9143 Diagnostic - Heap Dump 9928/9128 Diagnostic - Show Version

9947/9147 Diagnostic - Heap Statistics 9987/9187 Diagnostic - SIP View

9948/9148 Diagnostic - ISDN View 9910-9912/

9962/9162 Diagnostic - Major Reset 9974/9174 Diagnostic - System History

9945/9145 Diagnostic - Mark as Leaks 9983/9183 Diagnostic - View Displays

9946/9146 Diagnostic - Mark as Quiescent 9973/9173 Seize Device

9964/9164 Diagnostic - Minor Reset 9993/9133 System History Freeze

9939/9139 Diagnostic: Network Freeze Zone –

9989/9189 Diagnostic - Network Unfreeze Zone –

System Histories

System Histories

FEATURE NAME CODE

(US/EU

9110-9112

9998/9198 System History Unfreeze

FEATURE NAME

Diagnostic - Spare 1-3

CS-5200/5400

Part Number

580.8001

COMMUNICATION SERVERS

ADMINISTRATOR GUIDE

ISSUE 1.1, August 2005

©Inter-Tel, Inc., August 2005, printed in the USA

NOTICE

This Inter-Tel® CS-5200/5400 Communication Servers Administrator Guide is released by Inter-Tel, Inc.
as a guide for system and voice mail administrators. It provides information necessary to properly
administer the system.

The contents of this guide, which reflect current Inter-Tel standards, are subject to revision or change
without notice. Some features or applications mentioned may require a future release and are not avail­able in the initial release. Future product features and applications are subject to availability and cost.
Some features or applications may require additional hardware and/or specific software. Software pack­ages released after the publication of this guide will be documented in addenda to the guide or succeed­ing issues of the guide.

For sales, service, or technical support, contact your local authorized Inter-Tel reseller.
If you have any questions or comments regarding this guide or other technical documentation, contact

the Inter-Tel Technical Publications Department at: [e-mail].

All products and services mentioned in this publication are the trademarks, service marks, registered marks, or registered service
marks of their respective owners.

®

Inter-Tel
IBM
Microsoft

AudioCodes™ is a trademark of AudioCodes Ltd.

, Axxess®, Enterprise® Messaging, and Unified Communicator® are registered trademarks of Inter-Tel, Incorporated.

®

is a registered trademark of International Business Machines Corporation.

®

Windows® and ActiveSync® are a registered trademarks of Microsoft Corporation.

Contents

®

INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Contents

CONTENTS PAGE

FCC Regulations ix

Safety Regulations xii

Network Security Statement xiv

Document Overview 1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

“Endpoints” and “Phones”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Changes to Issue 1.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Intended Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Sections of the Administrator Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Multicultural English References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Document Navigation Aids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Inter-Tel Reference Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Hazard Identification and Supplemental Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Abbreviations and Acronyms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Product Description 1 1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Summary of Hardware and Software Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

USB Security Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Inter-Tel CS-5200. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Inter-Tel CS-5400. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Digital Expansion Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System Network Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Voice Processing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Voice Processing System Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Voice Mail Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Page v

Contents

®

INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

CONTENTS PAGE

Administrator Procedures 21

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

System Administrator Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Voice Mail Administrator Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Administrator Programming Planning Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Hardware and Endpoints 75

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Inter-Tel CS-5200/5400 Communication Servers Chassis . . . . . . . . . . . . . . . . . . . . . . . . 77

Chassis Interfaces/Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

IP Operating Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

IP Endpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

ITP and SIP Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Features Common to IP and Digital Inter-Tel Endpoints . . . . . . . . . . . . . . . . . . . . . . . . 93

Digital Endpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Single Line Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Optional System Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Additional Information and Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

System Features 111

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Access to the Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Attendant Phones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Hunt Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Trunk Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Inter-Tel Endpoint Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Multilingual Capability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Station-to-Station Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Off-Hook Voice Announce (OHVA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Page vi

Contents

®

INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

CONTENTS PAGE

System Features (Continued)

Call Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Call Screening . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Agent Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

System Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Speed Dial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Intercom, Speed Dial, and Feature Code Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . 227

House Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Redirect Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Remove from Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Do-Not-Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Do-Not-Disturb Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Remote Programming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Default Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Hookflash/Recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Reminder Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Record Keeping and Maintenance Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Audio Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Phantom Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Voice Processing Features 257

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Automated Attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Automatic Fax Detection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Automatic Speech Recognition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Call Routing Announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

CONTENTS PAGE

Voice Processing Features (Continued)

Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

EM Directories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

E-mail Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Fax-On-Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Scheduled Time-based Application Routing (STAR). . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Voice Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Subscriber Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Voice Processing Prompts 293

Default Voice Processing Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

Default Feature Codes 357

Index 359

Page viii

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

FCC Regulations

IMPORTANT

1. This equipment complies with Part 68 of Federal Communications Commission (FCC)

rules. On the side of the equipment chassis is a label that contains, among other infor­mation, the FCC registration number and ringer equivalence number (REN) for this
equipment. Customers connecting this equipment to the telephone network shal l, before
such connection is made, give notice to the telephone company of the particular line(s)
to which such connection is to be made, and shall provide the telephone company with
the following information:

• Complies with Part 68 of the FCC Rules

• FCC registration number:

FCC Regulations

• USOC numbers of required interface jacks (see chart on next page)

• Service order code (SOC), as applicable (see chart on next page)

• Facility interface code (FIC) (see chart on next page)

• REN, as applicable (see chart on next page)

The REN is used to determine the number of devices that can be connected
to a single telephone line so that all the devices will ring or otherwise respond
to incoming calls. Each device that can be connected to a telephone line has

NOTE

The telephone company should also be given notice upon final disconnection of this
equipment from the particular line(s).

It is also the responsibility of the customer to provide the telephone company with reg­istration numbers of any other devices which are configured for connection to the tele­phone network.

2. This equipmen t cannot be used on public coin service provided by the telephone com-

pany. Connection to party line service is subject to state tariffs. (Contact the state public
utility commission, public service commission, or corporation commission for informa­tion.)

a REN value. When the sum of device RENs on a line exceeds the maximum
REN value the line can support, usually 5.0, some or all of the devices may
not ring or respond appropriately. To identify the REN for lines in a telephone
service area, contact the telephone company.

3. If this eq uipment causes harm to the telephone network, the telephone company will

notify the customer in advance that service may be temporarily discontinued. But if
advance notice is not practical, the telephone company will notify the customer as soon
as possible. Also, the customer will be advised of the right to file a complaint with the
FCC, if necessary.

Page ix

FCC Regulations

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

4. The telephon e company may make changes in its facilities, equipment, operations, or

procedures which may affect the operation of this equipment. If so, the customer shall
be given advance notice so that any necessary modifications can be made in order to
maintain uninterrupted service.

5. If trouble is exp erienced with this equipment, contact a local authorized factory service

representative for repairs and/or warranty information. The customer, users, and unau­thorized technicians should not repair, make adjustments to, or attempt to service this
equipment in any way.

6. In the event of trouble with the telephone line(s), this equipment must be disconnected

from the telephone line(s). If trouble ceases, the equipment must be repaired by an
authorized factory service representative. If the trouble continues to occur with the
equipment disconnected, the telephone company should be notified that they have a
problem. If this is the case, repairs or adjustments made by the telephone company will
be made at their expense.

7. Allowing this equipment to be operated in such a manner as to not provide proper

answer supervision signaling is in violation of Part 68 of FCC rules. This equipment
returns answer supervision signals to the public telephone network when: answered by
the called station, answered by the attendant, routed to a recorded announcement that
can be administered by the equipment user, and/or routed to a dial prompt. This equip­ment also returns answer supervision on all DID calls forwarded back to the public tele­phone network. Permissible exceptions are: a call is unanswered, busy tone is received,
or reorder tone is received.

8. This equipment is capable of providing users access to interstate providers of operator

services through the use of equal access codes. Failure to provide equal access capabili­ties is a violation of the Telephone Operator Consumer Services Improvement Act of
1990 and Part 68 of the FCC Rules.

TYPE OF PORT-

INTERFACE

2-Wire Loop 02LS2 –
D4 Superframe/AMI 04DU9-BN – 6.0Y RJ-48C
D4 Superframe with

B8ZS

Extended Super

frame (ESF)

ESF with B8ZS 04DU9-1SN – 6.0Y RJ-48C

Primary Rate ISDN 04DU9-1SN – 6.0Y RJ-48C

FACILITY INTER-

FACE CODE (FIC)

04DU9-DN – 6.0Y RJ-48C

04DU9-1KN – 6.0Y RJ-48C

RINGER EQUIVA-

LENCE NO. (REN)

SERVICE ORDER

CODE (SOC)

USOC JACK

CONNECTOR

Page x

FCC Regulations

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

NOTICE

The telephone instruments specifically designed for this system have hearing aid-compatible
handsets that are in compliance with section 68.316 of the FCC Rules.

The IP SLA complies with UL60950/CSA60950 and EN 60950 standards and complies with
EN 55022 and CFR 47 part 15 of the FCC Rules.

This equipment generates and uses radio frequency (RF) energy and if not installed and used
properly, that is, in strict accordance with the manufacturer ’s instructions, may cause interfer­ence to radio and television reception. It has been type tested and found to comply with the
limits for a Class A computing device in accordance with the specifications in Subpart J of Part
15 of FCC Rules. Operation of this equipment in a residential area may cause unacceptable
interference to radio and TV reception requiring the operator to take whatever steps are neces­sary to correct the interference. However, there is no guarantee that interference will not o ccur
in a particular installation. If this equipment does cause interference to radio or television
reception, which can be determined by turning the equipment off and on, the user is encour­aged to try to correct the interference by one or more of the following measures:

• Reorient the receiving antenna.

• Relocate the equipment chassis with respect to the receiver.

• Check that the equipment chassis and receiver are not on the same circuit; the equip-

ment must be powered from an isolated, dedicated AC ou tlet.

• If necessary, the user should consult the dealer or an experienced radio/television tech­nician for additional suggestions. The user may find the following booklet prepared by
the FCC helpful: “How to Identify and Resolve Radio-TV Interference Problems.”

This booklet is available from the U.S. Government Printing Office, Washington, D.C.
20402, Stock No. 004-000-00398-5.

If radio frequency interference (RFI) problems persist, contact Inter-Tel Customer Sup­port.

The is now product safety certified by Canadian Standards Association (CSA) for use in
both the United States and Canada.

Page xi

Safety Regulations

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Safety Regulations

IMPORTANT SAFETY INSTRUCTIONS

NOTICE

The “C US” indicator adjacent to the Ca nadian Standards Association (CSA) mark on the
product label signifies that the system has been evaluated to the applicable ANSI/UL and
CSA Standards for use in both the United States and Canada. The CSA is a Nationall y Rec­ognized Testing Laboratory (NRTL). NRTL is a designation granted by the U.S. Occupa­tional Health and Safety Administration (OSHA) to laboratories which have been accredited
to certify products to U.S. Standards.

Before installation, check the local electrical codes for important information concerning the
installation of telephone and electronic equipment.

The following safety information is reprinted from UL 1459. When using your telephone
equipment, basic safety precautions should always be followed to reduce the risk of fire, elec­tric shock, and injury to persons.

1. Read and understand all instructions.

2. Follow all warnings and instructions marked on the product.

3. Unplug this product from the wall outlet before cleaning. Do not use liquid cleaners or

aerosol cleaners. Use a damp cloth for cleaning.

4. Do not use this product near water (for example, in a wet basement).

5. Do not place this product on an unstable cart, stand, or table. The product may fall,

causing serious damage to the product.

6. Slots and openings in the ch assis and the back or bott om are provided for v entilation, to

protect it from overheating; these openings must not be blocked or covered. This prod­uct should never be placed near or over a radiator or heat register. This product should
not be placed in a built-in installation unless proper ventilation is provided.

7. This product sh ould be operated only from the type of power source indicated in the

manual. If you are not sure of the type of power source to your building, consult your
dealer or local power company.

8. This product is equipp ed with a three-wire grounding type plug, a plug having a third

(grounding) pin. This plug will only fit into a grounding type power outlet. This is a
safety feature. If you are unable to insert the plug into the outlet, contact your electri­cian to replace your obsolete outlet. Do not defeat the safety purpose of the grounding
type plug.

Page xii

9. Do not all ow anything to rest on the power cord. Do not locate this product where the

cord will be abused by persons walking on it.

10. Do not use an ext ension cord wit h this product’s AC power cord. The AC outlet for this

product should not be used for any other electrical equipment.

Safety Regulations

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INTER-TEL

11. Never push objects of any kind into this product through chassis slots as they may touch

dangerous voltage points or short out parts that could result in a risk of fire or electric
shock. Never spill liquid of any kind on the product.

12. To reduce the risk of electric shock, do not disassemble this product, but take it to a

qualified serviceman when some service or repair work is required. Opening or remov­ing covers may expose you to dangerous voltages or other risks. Incorrect reassembly
can cause electric shock when the product is subsequently used.

13. Unplug this product from the wa ll outlet and refer servicing to qualified service person-

nel under the following conditions:

• When the power supply cord or plug is damaged or frayed.

• If liquid has been spilled into the product.

• If the product has been exposed to rain or water.

• If the product does not operate normally by following the operating in structions.

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Adjust only those controls that are covered by the operating instructions because
improper adjustment of other controls may result in damage and will often require
extensive work by a qualified technician to restore the product to normal opera­tion.

• If the product has been dropped or the chassis has been damaged.

• If the product exhibits a distinct change in performance.

14. Avoid using a telephone (other than a cordless type) during an electrical storm. There

may be a remote risk of electric shock from lightning.

15. Do not use the telephone to report a gas leak in the vicinity of the leak.

SAVE THESE INSTRUCTIONS

An exclamation point within a triangle, such as the one silk-screened on the
front of the equipment cabinet, or chassis, is intended to alert the user to a haz­ard that may result in bodily harm. To promote safe operation, maintenance,

!

Be sure to read and follow all of the instructions included in this manual and other applicable
literature.

and servicing of equipment, pay attention to the hazards identified in the litera­ture accompanying the product.

NOTICE

NOTICE

The equipment contains no operator access areas and is certified only for installation in a
restricted access location, by trained personnel only. (UL 60950-1)

Page xiii

Network Security Statement

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Network Security Statement

Although no telecommunications system or data network is entirely secure, as long as appro­priate security measures are put in place and properly maintained by both the customer and the
installing company, this architecture and its associated server-based applications are substan­tially secure against unauthorized access to the customer's data network via the telecommuni­cations system. Appropriate security measures include, but are not limited to, the proper
implementation of user/administrative accounts, passwords, firewalls, Network Address Trans­lation (NAT), access control lists, virus protection, security updates, etc., and the proper main­tenance of access points/programs and their respective accounts/passwords.

Page xiv

Document Overview

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Document Overview

CONTENTS PAGE

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

“Endpoints” and “Phones” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Computer Science Roots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Usage in This Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Changes to Issue 1.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

System Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Voice Mail Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Sections of the Administrator Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Multicultural English References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Document Navigation Aids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Electronic PDF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Header and Footer Guides. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Inter-Tel Reference Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Equipment Manuals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Planning Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Phone User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Hazard Identification and Supplemental Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Hazard Identification Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

WARNING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

CAUTION with Triangle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

CAUTION without Triangle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Supplemental Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Abbreviations and Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Page 1

Document Overview

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Introduction

The Inter-Tel CS-5200/5400 Communication Servers Administrator Guide contains informa-
tion that System Administrators and Voice Mail Administrators need to know about the Inter­Tel 5000 Network Com munications So lutions family of p roducts. The guide focuses o n syst em
hardware and software features and on the use of System Administrator and Voice Mail
Administrator phone features to perform typical adm inistrator tasks and activities. In structions
for using non-Administrator phones and the features other endpoints appear in the user guides
that come with those devices.

This section describes the guide’s content and organization, the intended audience, typographi­cal conventions used to identify safety hazards and important information, related Inter-Tel,
Inc. technical documents, and a list of abbreviations used in the guide.

“Endpoints” and “Phones”

As digital, wireless, and computerized communication methods have evolved, the language of
telecommunications has had to change to keep pace. Not long ago, voice and modem-encoded
text were communicated from one telephone instrument to another across a global network of
copper wire, optical fiber, microwave antennas, and satellites. More recently, however, the
development of the Internet and of World Wide Web (www) sites have introduced a multime­dia dimension to information and made it all more readily accessible through computer net­working. As this evolution has occurred, new words and meanings have been introduced to
describe the new methods and equipment used for communicating.

Telephone systems that once provided only phone service to consumers have becom e “commu­nication platforms” that support many devices that people can use for personal and business
communication. Phones now share communciation space with personal digital assistants
(PDA), with wireless phones capable of text messaging, taking photos, and recording video,
with fax machines that transmit and receive messages across Internet Protocol (IP), and with
“soft” phones that are displayed and used from computer screens.

Computer Science Roots

When referring to communication protocols in computer science, the term “endpoint”
describes an entity on one end of a Transport Layer connection. The Transport Layer is the
Transmission Control Protocol/Internet Protocol (TCP/IP) layer in the Open Systems Intercon­nect (OSI) network model. Utilizing the TCP/IP layer standard, Internet servers send and
receive packets of data across the World Wide Web.

Usage in This Manual

This manual uses the term “endpoint” to describe the entire category of devices that the Inter­Tel 5000 family of products supports. In this context, digital and IP phones are endpoints, as
are data modules, fax machines, computer telephony (CT) gateways, Single-Line Adapters
(SLA), IP Single-Line Adapters (IP-SLA), and answering machines.

And, to promote clear communication and understanding, commonly accepted names of end­points are used as appropriate. In particular, desktop IP endpoints are also referred to as IP
phones. Digital endpoints are also referred to as digital phones. Wireless endpoints are also
referred to as wireless phones. And, analog single line endpoints are also referred to as single
line phones or single line sets.

In the manual and in Database (DB) Programming, a phone may a lso be called a

NOTE

“station” when reference to the phone and its environment are intended. Or, it may
be called “device” in the most general sense.

Page 2 Computer Science Roots

INTER-TEL

Changes to Issue 1.1

In addition to the content of Issue 1.0 of the Inter-Tel CS-5200/5400 Communication Servers
Administrator Guide, Issue 1.1 contains new information and related instr uctions, and id enti-

fied errors have been corrected.
Information and related instructions abou t the following hardware and software fe atures have

been added:

• Digital Expansion Interface (DEI) equipment

• Digital Endpoint Module (DEM-16)

• Digital phones

• Single-Line Adapters (SLA), each of which supports two single line analog phones, or

• Four-trunk Loop Start Module (LSM-4)

• Basic Rate Module (BRM-S) that supports Basic Rate Interface (BRI) trunk capabilities

• Modem Data Port Module (MDPM)

• Personal Computer Data Port Module (PCDPM)

• Network Address Translation (NAT) traversal

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

analog endpoints such as fax machines or recording machines

Document Overview

• Off-Hook Voice Announce

Intended Audience

This guide provides information and procedures for carrying out typical System Administrator
and Voice Mail Administrator tasks.

System Administrator

System Administrators typically perform the following tasks:

• Place the local system or other systems in the network in night or day mode

• Set the date and time of the local system

• Set the network date and time and resynchronize clocks in the network

• Make database changes, as described in “Programming the Database Using a System

• Program System Speed Dial numbers on the local system

• Receive and clear displayed system and network alarms

• Use diagnostic mode features to:

Any Inter-Tel phone can be designated as a System Administrator phone through Database
Programming. However, to facilitate programming and to manage alarm messages, Inter-Tel
recommends using a Model 8660 Six-Line Display IP phone or a Model 8560, Executive, or
Professional Six-Line Display digital phone for this purpose. System Administrator features
are described in detail beginning on page 23.

Administrator Phone’’ on page 26.

— Freeze and unfreeze database history on the local system or other systems in the

network.
— Print error logs.
— Seize specific devices for troubleshooting purposes.
— Report audio problems to your installer/technician.

System Administrator

Page 3

Document Overview

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Voice Mail Administrator

Voice Mail Administrators can use special features that are not provided to other voice mail
users. The mailbox designated as the Administrator mailbox has all of the standard subscriber
features, which can be found in the appropriate user guide, plus the ability to perform th e fol­lowing tasks:

• Record a broadcast message

• Perform mailbox and group list maintenance

• With Audiotex recordings, create and select customized voice mail company greetings,

Automated Attendant recordings, call routing announcements, and hunt group over­flow and announcement station recordings

• Import fax documents

• Customize voice mail prompts

Voice Mail Administrator procedures are described on page 57.

Sections of the Administrator Guide

This Administrator Guide includes the following sections:

• Document Overview: This section provides information about the document’s struc-

ture and content, associated documents, typographical methods used to call the reader ’s
attention to important information, and a listing of selected abbreviations and acron yms
used throughout the document.

• Product Description: The Product Description section describes system processes,

capacity and feature summaries, and licensing requirements of the Inter-Tel CS-5200/
5400 platform. defines capacities, dimensions, and parameters of the hardware and soft­ware components of the systems. The section also identifies the environmental condi­tions required to ensure safe and reliable system operation.

For further details, turn to the section. Or, if viewing the PDF version of the manual, go
directly to the section by clicking Product Description.

• Administrator Procedures: This section provides procedures for performing typical

System Administrator and Voice Mail Administrator tasks and activities.
For further details, turn to the section. Or, if viewing the PDF version of the manual, go

directly to the section by clicking Administrator Procedures.

• Hardware and Endpoints: This section describes the physical equipment that makes

up the Inter-Tel 5000 Network Communications Solutions. Included are the Inter-Tel
CS-5200/5400 Communication Servers; the Digital Expansion Interface (DEI); proces­sor, trunk, and endpoint modules; IP and digital phones; and other endpoints.

For further details, turn to the section. Or, if viewing the PDF version of the manual, go
directly to the section by clicking Hardware and Endpoints.

• System Features: The System Features section describes the business communication

features available to Inter-Tel 5000 users. The section identifies trunk and feature codes,
phone and endpoint features, system management and control features, and Administra­tor and Attendant features.

For further details, turn to the section. Or, if viewing the PDF version of the manual, go
directly to the section by clicking System Features.

Page 4 Voice Mail Administrator

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

• Voice Processing Features: The Voice Processing Features section describes Basic

Voice Mail features and optional external Voice Mail options.
For further details, turn to the section. Or, if viewing the PDF version of the manual, go

directly to the section by clicking Voice Processing Features.

For reference, the guide also provides a comprehensive list of Voice Processing Prompts to aid
in the development of custom messages and a table that summarizes Default Feature Codes.

Multicultural English References

This guide supports the requirements of administrators in the United States of America (US)
and in the Inter-Tel Europe market, which includes the United Kingdom (UK). Because of this
dual support, dual references are made to industry features, standards, and jargon, as appropri­ate throughout the guide. For the purposes of this guide, British English technical terms are
assumed to apply to other English-speaking European cultures, as well.

For example, the US telecom industry refers to a communication line between a public sw itch­ing system and a private switching system as a “central office (CO) trunk.” In the UK, this
same type of line is called a “local exchange trunk.” Applying the dual-reference guideline
would result in the following statements:

• During system installation, t he technician connects CO trunks/local exchange trunks to
the LSM-2 modules

Document Overview

• To turn the Diagnostics Mode on or off at an Administrator phone, the System Admin­istrator enters 9900 (9100 in Europe).

However, this guide does not make a similar distinction between American English and British
English spellings of common words. Only American English spellings appear in this guide. For
example, the word “analog” is not also spelled “analogue” since the meaning is clear .

NOTE

Document Navigation Aids

To help users know what section and topic they are looking at in the guide, each page contains
the identification in both paper and electronic formats.

Paper

A paper copy of this guide contains Contents pages showing the outline of the entire manual
and the page number where each section, heading, and subheading begins. For quick reference
to sections, the section title appears in a black box on the outside edge of each page of the sec­tion. Together, the black boxes form a visual aid that marks the extent of the pages in each sec­tion. Also at the beginning of the guide are a List of Figures and a List of Tables with page
locations. Each section also provides a Contents page or pages. To help the user locate specific
information in the manual, an Index of topics and subtopics appears at the end of the manual.

As appropriate for clarity and legibility, the British English variation of a term
may also appear in brackets or be written out. For instance, the first of the
preceding examples could read:

. . .CO trunks [local exchange trunks in Europe]. . . .

Electronic PDF

When viewing the Portable Document Format (PDF) version of this document, the user will
see blue hyperlinked references to other parts of the manual . To use a hyperlink, the user must
move the pointer over the blue hyperlink. When the pointer changes form, the user clicks to go
to the hyperlinked destination.

Voice Mail Administrator

Page 5

Document Overview

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Header and Footer Guides

Whether using the electronic PDF or the paper version, users can identify the section of the
guide they are viewing by looking at the header or footer of the page. The first major document
topic on a page appears both in the header, next to the section title, and in the footer opposite th
page number.

Inter-Tel Reference Documents

The following documents provide detailed technical information about Inter-Tel CS-5200 and
Inter-Tel CS-5400 Communication Servers, peripheral equipment, phones, and other end­points that are related to administrator activities.

Equipment Manuals

Technical details and equipment-specific procedures appear in the following documents:

• Enterprise

• Inter-Tel CS-5200/5400 Communication Servers Installation and Maintenance Manual,

part no. 580.8000

• v1.1 Addendum, Inter-Tel CS-5200/5400 Communication Servers Installation and
Maintenance Manual, Issue 1.0, part no. 580.8002

®

Messaging Installation Manual, part no. 780.8006

• Inter-Tel CS-5200/5400 Communication Server Administrator Guide & Administrator

• System Manager Installation and Maintenance Manual, part no. 835.2743

• Message Print Diagnostics Manual, part no.550.8018

• Voice Processing Diagnostics Manual, part no. 550.8019

• Voice Processing Unit Installation Manual, part no. 835.2890

Planning Sheets

The programming planning sheets that appear in this guide are included on the product CD­ROM, and they can be obtained in the following soft file format:

• Inter-Tel CS-5200/5400 Program Planning Sheets (.DOC), part no. 835.2882

Phone User Guides

Technical details and instructions for using the digital phones supported by the Inter-Tel 5000
appear in the following user guides:

• Model 8500 User Guide, part no. 550.8114

• Model 8520 User Guide, part no. 550.8112

• Model 8560 and 8660 User Guide, part no. 550.8 113

• Associate Display and Basi c Digit al Endpoint User Guide, part no. 560.8003

Quick Reference Guide, part no. 580.8001

• Executive Display and IP PhonePlus Endpoint User Guide, part no. 550.8108

• Standard Display and Basic Digital Endpoint User Guide, part no. 550.8109

• Professional Display and IP PhonePlus Endpoint User Guide, part no. 560.8002

• Single-Line Endpoint User & Quick Reference Guide, part no. 550.8107

Page 6 Inter-Tel Reference Documents

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Hazard Identification and Supplemental Information

This guide uses standardized graphic conventions to promote safe practices, to prevent or mini­mize damage to equipment, to avoid the corruption of data, and to clarify the Inter-Tel, Inc.
position on certain technical or business issues.

Potentially harmful situations are identified in boxes labeled with internationally recognized
safety graphics according to the degree of hazard exposure. Typically, a technician is exposed
to all the identified hazards, while an administrator is exposed only to data corruption hazards.

In addition the identification of safety hazards, relevant Inter-Tel, Inc. policies, important infor­mation, and notes are set apart from the flow of the text in boxes with attention-getting labels.
This section explains the conventions used and their meanings.

Hazard Identification Methods

Three hazard identification methods appear in this manual, as described in the following para­graphs.

WARNING!

A WARNING identifies a hazard that, if not heeded, could cause definite personal injury.

Document Overview

WARNING

Possible electrical shock. Use the LCD panel to shut down the system, then turn

OFF the AC POWER before working on the external voice processing PC. . . .

CAUTION with Triangle

A CAUTION with the symbol identifies a hazard that, if not heeded, could cause minor
personal injury.

CAUTION

Possible pinch hazard. Keep fingers clear of the edges of the faceplate when

inserting a trunk module into the chassis. . . .

CAUTION without Triangle

A CAUTION without the symbol identifies a hazard that, if not heeded, could cause dam­age to equipment or corruption of data or databases.

CAUTION

Possible data corruption and/or equipment damage. Power down the system

before removing the Compact Flash . . . .

WARNING!

Page 7

Document Overview

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Supplemental Information

Notices, Notes, and Important messages provide supplemental information about the topic
being discussed.

A NOTICE stipulates conditions, requirements, and/or policies relevant to the topic under dis­cussion.

A NOTE conveys supplemental information related to the topic.

An IMPORTANT message contains information that requires special attention related to the
topic.

NOTICE

For correct operation of the system, use ONLY the compact flash memory cards
available through Inter-Tel, Inc.

NOTE Commercially available premoistened towels provide adequate cleaning.

IMPORTANT

Abbreviations and Acronyms

In addition to industry-wide and/or i nternationa lly recognized units of measure, such as Hz, V,
AC, DC, A, ms, etc., the following abbreviations and acronyms appear in this document.

Table 1. Abbreviations and Acronyms

ABBREVIA-

TION

ACD Automatic Call Distribution
ADD Automatic Diagnostics Delivery
AMIS Audio Messaging Interchange Specification
ANI Automatic Number Identification
ANSI American National Standards Institute
ARM Asynchronous Response Mode
ARS Automatic Route Selection
ASAI Adjunct Switch Application Interface
AV DAP Advanced Voice Data Applications Processor
BLF Busy Lamp Field
BVM Basic Voice Mail

Make sure the chassis connects firmly to earth ground at the Ground
Lug.

SPELLED-OUT MEANING

CD Compact Disk
CF Compact Flash
CLID Calling Line IDentification (European/British)
CLIP Calling Line Identification Presentation (Caller ID/CLID for wireless)
CO Central Office
CP Call Processing
CPE Customer Provided Equipment

Page 8 CAUTION without Triangle

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CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Table 1. Abbreviations and Acronyms (Continued)

ABBREVIA-

TION

CS Communication Server
CT Computer Telephony
DDI Direct Dialing Inward (DID in Europe)
DHCP Dynamic Host Configuration Protocol
DID Direct Inward Dialing
DISA Direct Inward System Access
DND Do-Not-Disturb
DNIS Dialed Number Identification Service
DSP Digital Signal Processor
DSS Direct Station Selection
E&M Ear and Mouth

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EM Enterprise
EMI Electrom
ESD Electros

Messaging

agnetic Interference

tatic Discharge

SPELLED-OUT MEANING

Document Overview

FCC Federal Communications Commission
FoIP Fax over Internet Protocol
FTP File Transfer Protocol
GW Gateway
HTML Hypert
IP Internet Protocol
IPR IP Resource
IPRA IPR Application
ISDN Integrated Services Digital Network
ITP Inter-Tel Protocol
LAN Local Area Network
LCD Liquid Crystal Display
LED Light Emitting Diode
LSM Loop Start Module
MDF Main Distribution Frame
MGCP Media Gateway Control Protocol
MOH Music On Hold
MRA Material Return Authorization
NAT Network Address Translation
N/A Not Available or Not Applicable, as appropriate

ext Markup Language

OAI Open Architecture Interface
OPX Off Premises Ex

CAUTION without Triangle

tension

Page 9

Document Overview

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Table 1. Abbreviations and Acronyms (Continued)

ABBREVIA-

TION

OSA Operator System Access
OSI Open Systems Interconnect
P2P Peer to Peer
PC Personal Computer
PCM Pulse Code Modulation
PDA Personal Digital Assistant
PDF Portable Document Format
PEC Processor Expansion Card
PPP Point-to-Point Protocol
PRI Primary Rate Interface
PSTN Public Switched Telephone Network
QoS Quality of Service
REN Ringer Equivalence Number
RFI Radio Frequency Interference

SPELLED-OUT MEANING

RJ Registered Jack
RMS Root Mean Square
RTCP Real-time Transport Control Protocol
RTP Real-time Transport Protocol
SSH Secure SHell
SIP Se s sion Initiation Protocol
SLA Single-Line Adapter
SMDR Station Message Detail Recording
TCP Transmission Control Protocol
TDM Time Division Multiplex
TFTP Trivial File Transfer Protocol
UCD Uniform Call Distribution
UDP User Datagram Protocol
UK United King dom
US United States of America
USB Universal Serial Bus
VAD Voice Activity Detection
VoIP Voice over Internet Protocol
VPU Voice Processing Unit
WAN Wide Area Network

Page 10 CAUTION without Triangle

Product Description

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Product Description

CONTENTS PAGE

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Inter-Tel CS-5200/5400 Communication Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Inter-Tel Network Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

IP Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Internet Protocol Resource Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Inter-Tel 5000 IP Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Summary of Hardware and Software Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

USB Security Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Inter-Tel CS-5200. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Inter-Tel CS-5400. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Digital Expansion Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System Network Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Voice Processing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Basic Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Enterprise Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Voice Processing Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Voice Processing System Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Voice Mail Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Page 11

Product Description

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INTER-TEL

CS-5200/5400 ADMINISTRATOR GUIDE, ISSUE 1.1 – August 2005

Introduction

The Inter-Tel 5000 Networ k Communicati ons Solutions pl atform is a converged communica­tions platform designed for use in small- and medium-sized business environments. It provides
an Internet Protocol (IP) solution for telecommunication needs and supports IP phones, Inter­Tel digital phones, standard single line pho nes, and ot her endpoints.

The system provides call processing and business productivity features, messaging services
with Basic Voice Mail (BVM) and Fax over IP (FoIP), Wide Area Network (WAN) Fail Sur­vivability, and a Power Fail Bypass relay. On the main chassis of the platform, the Inter-Tel
CS-5200/5400 Communication Servers, are ports for connecting two loop start trunks, two sin­gle line endpoints, external voice mail, Music On Hold (MOH), and Paging.

Inter-Tel CS-5200/5400 Communication Servers

The Inter-Tel CS-5200/5400 Communication Servers furnish th e processing power and the
integration hardware and circuits for the Inter-Tel 5000 Network Communications Solutions
platform. The communication servers function identically, but the Inter-Tel CS-5200 provides
fewer IP resources than the Inter-Tel CS-5400. For an explanation of IP resources, refer to “IP
Resources,” which follows on this page.

In this guide, a “trunk” is an audio path that connects the Inter-Tel 5000 with the public tele­phone network. Both systems can support between 2 and 92 non-IP trunks. In addition, the CS­5200 is capable of supporting 28 IP gateway trunks, IP network trunks, or IP endpoints, and
the CS-5400 is capable of supporting 116 IP gateway trunks, IP network trunks, or IP end­points.

System capacities cited in this guide refer to the maximum number possible before

NOTE

making resource tradeoffs. The actual number of trunks or endpoints installed on a
system depends on the user’s requirements and the physical constraints and con­figuration of the system.

BVM is provided with the system, but o increase voice mail capacity BVM can be replaced
with either a Vo ice Processing Unit (VPU) or an Enterprise® Messaging (EM) system. For
details, refer to “Voice Processing Features” on page 257

Digital signal processors (DSP) enable Conferencing, Dual Tone Multi-Frequency (DTMF)
detection, tone generation, modem operati on, and Automatic Number Identification (ANI).
ANI is the technical term for Caller ID.

Inter-Tel Network Capability

Two or more Inter-Tel advanced communication platforms, Axxess or Inter-Tel 5000, can be
connected with T1/E1/PRI network spans to form a network. To the user, the network appears
as one integrated system. With few exceptions, the user can perform all of the functions across
the network that can be performed within a single system, or node.

In an Inter-Tel IP private network environment, IP endpoints can be programmed to traverse,
or bypass, the Network Address Translation (NAT) tables. The Inter-Tel 5000 may be placed
behind the firewall using a static NAT assignment. For details, contact you Inter-Tel equipment
provider.

Either communication server can operate as a stand-alone system or as a node in a network of
up to 63 Inter-Tel Axxess or Inter-Tel 5000 nodes. For network connectivity, Inter-Tel Axxess
Converged Communications Platforms require software v7.0 or later for T1 point-to-point pro­tocol (PPP) networking. IP networking requires v8.231 or later system software, IP Resources
Card (IPRC) firmware v9.0.0 or later, and applicable licensing.

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Page 12 Introduction