Inter-Tel IVX 500 User Guide

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I.NSTA,LLATION AND FIELD

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MAINTENANCE MANUAL

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Part No. 693.8000 Issue 1, August 1994

INTEGRATED

lW500

Part Number

693.8000

INSTALLATION AND

FIELD MAINTENANCE

MANUAL

Issue

August

1994

@ Inter-Tel Integrated Systems, Inc. 1994

Printed in USA

INTER-TEL PRACTICES IVX500 INSTALLATION 8z MAINTENANCE

TABLE OF CONTENTS

Issue 1, August 1994

TABLE OF CONTENTS LIST OF FIGURES FCC REGULATIONS LIMITED WARRANTY

SPECIFICATIONS AND INSTALLATION

1. Introduction

2. System Capacities

3. Installation And Programming Outline

4. IVXSOO System Specifications

Programing PC Specifications

IVXSOO PC Installation

7. IVXSOO PC Hard Disk Drive Replacement

FEATURES

1. Introduction

2. Automated Attendant

3. Call Routing Announcement

4. Voice Mail

5. Directories (Automated Attendant, Call Routing Announcement, And Voice Mail)

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PAGE

vii

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Vlll

l-l l-2 l-2 l-2 l-3 l-4 l-5 l-19

2-l 2-2 2-3 2-5 2-7 2-20

PROGRAMMING

1. Introduction

2. Plan The Programming Session

3. Microsoft Windows

4. How To Use The Programming Windows

5. Using The Help Utility

6. System Set-Up For Programming

7. Inter-Tel Logo Window

Database Programming Menu Window

Applications Programming

10.

Extension ID Programming

11. Group Lists

12. Mailbox Programming

13. Miscellaneous Information .............................................

14. Reports

15. System Maintenance ..................................................

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3-l 3-2 3-2 3-2 3-3 3-6 3-8 3-14 3-15 3-17 3-27 3-31 3-35 3-46 3-58 3-63

Page v

TABLE OF CONTENTS Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

CONTENTS

TELEPHONE SYSTEM INTERFACE INSTRUCTIONS

Introduction

Using Voice Computer Hunt Groups And Voice Talk

Application Setup Instructions

Inter-Tel And Premier 256- And 416/832-Port Systems

Inter-Tel IMX 1224/2460 And Premier ESP Systems

Inter-Tel GMX-48 And Ih4X 2448 Systems

Inter-Tel GMX-152D System

Inter-Tel GLX-Plus System

Inter-Tel AXXFSS System

TROUBLESHOOTING

Introduction

Troubleshooting Checklist

Troubleshootingcharts..............................................:

Customer

Defective Unit Return Policy

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Support..

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PAGE

4-l 4-3 4-3 4-5 4-12 4-17 4-21 4-25 4-29 4-30

5-l

5-2 5-2 5-2 5-9 5-9

REPLACEMENT PARTS

1. Introduction

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2. Ordering Procedure ...................................................

3. Replacement Parts List

4. Recommended Spare Parts

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INDEX ................................................................

6-l 6-l 6-l 6-l 6-l

I-l

Page

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

LIST OF FIGURES

Issue 1, August 1994

NUMBER

TITLE

SPECIFICATIONS AND INSTALLATION

Figure l-l. IVXSOO PC And Telephone System Interface ....................

Figure 1-2. Back Of Assembled IvXSOO PC (Sample #l)

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Figure l-3. Back Of Assembled IVX500 PC (Sample #2) ....................

Figure 1-4. PC Motherboard Card Slot Arrangement (Sample #l) Figure 1-5. PC Motherboard Card Slot Arrangement (Sample #2) Figure l-6. Audio Interface Card (AK) Figure l-7. Four-Port Voice Processing Card (WC) Figure l-8. Two-Port Voice Processing Card (WC)

Figure l-9.

Serial/Parallel Port Combination Card (SPC)

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PROGRAMMING Figure 3-l. Application Statistics Report Sample

Figure 3-2. Directory Listing Report Samples

Figure 3-3. Group List Report Sample

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Figure 3-4. Application And Port Programming (APP Or PORT) Figure 3-5. Figure 3-6. Figure 3-7.

Extension ID Programming (EXT Or EXTID) Group List Programming (GROUP, GRP, Or GL)

Mailbox Programming (MAIL Or MB) Figure 3-8. Miscellaneous Programming (MISC) Figure 3-9.

Report Programming (REP)

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Figure 3-10. System Maintenance (SYS Or MAINI’)

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..; ...................... 3-72

........................... 3-73

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PAGE

l-8 l-9 l-10

l-11 1-12 1-13

1-14

1-15 1-16

3-61 3-62 3-62 3-68 3-70 3-71

3-76 3-77

TROUBLESHOOTING Figure 5-l.

Troubleshooting Chart

REPLACEMENT PARTS Figure 6-l.

Replacement Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Page vii

5-3

6-l

FCC REGULATIONS Issue

August 1994

IVXSOO INS’MLIKl’ION 8z MAINTENANCE

INTER-TEL PRACTICES

FCC REGULATIONS

IMPORTANT

The Voice Processing Board complies with Part 68 of the U.S. Federal Communications Commission (FCC) rules. On this board is a label that contains the FCC registration number and ringer equivalence number @EN). Customers connecting this board to the telephone network shall, 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 FCC rules

- FCC registration no.: lA92PJ-1097%VM-E

- Type of required interface jack: RJ14

- Sequence in which lines are to be connected

- Ringer equivalence number (REN): 0.3A, 0.3B NOTE: The REN is used to determine the quan-

tity of devices which may be connected to the telephone line. Excessive RENs on the telephone 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); contact the telephone company to determine the maximum REN for the calling area.

The telephone company should also be given notice upon final disconnection of this board 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 connec-

tion to the telephone network.

This board cannot be used on public coin service provided by the telephone company. Connection to party line service is subject to state tariffs. (Contact the state public utility commission, public service commission, or corporation commission for information.)

If this board 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.

The telephone company may make changes in its

facilities, equipment, operations, or procedures which may affect the operation of this board. If so,

the customer shall be given advance notice so that any necessary modifications can be made in order to maintain uninterrupted service.

If trouble is experienced with this board, 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 board in any way.

In the event of trouble with the telephone line(s), this board must be disconnected from the telephone line(s). If trouble ceases, the board must be repaired by an authorized factory service representative. If the trouble continues to occur with the board 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.

WARNING:

This board generates and uses radio frequency 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 Rule. Operation of this board 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 occur in a particular installation. If this board does cause interference to radio or television reception, which can bc determined by turning the board 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 board with respect to the receiver

- Check that the board and receiver are not on the same circuit; the board’s system must be powered from an isolated, dedicated AC outlet

If necessary, the user should consult the dealer or an experienced radio/television technician for additional suggestions. If RFI problems persist, contact Inter-Tel Customer Support.

The board is also registered with the Canadian Department of Communications (DCC). If the board will be connected to Canadian lines, contact the local telephone utility for any additional restrictions.

Page viii

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

LIMITED W-Y

WARRANTY

Issue

1, August 1994

For a period of one (1) year from the date of shipment to Buyer, INTER-TEL warrants the Equipment (except for fuses and lamps) to be free from defects in material, workmanship, or both, and to comply with specifications for the Equipment, as set forth in the

and Field Maintenance

clusive remedy for breach of this Limited Warranty shall be to have the defective Equipment (or parts) repaired or replaced at INTER-TEL’s option. Shipping costs incurred returning warranty work to INTER-TEL shall be paid for by the Buyer.

Manual.

Buyer’s sole and ex-

This Limited Warranty

Installation

exteruik only to the Buyer, not to any customer, user, or third party.

Equipment (or parts) damaged by improper handling, normal wear and tear, accidents, lightning damage, negligence, or improper use or maintenance, and does not apply to Equipment altered without authorization by INTER-TEL. This Limited Warranty does not extend to

any claims, suits, damages, liabilities, costs, and expenses arising from any act, action, or inaction of Buyer. Although the Moss-Magnuson Act should not apply, in the event that it is held to apply by a court of competent jurisdiction, the implied warranty of fitness for a particular purpose shall extend for the one-year (l-year) period from the date that the Equipment was shipped to the Buyer.

This Limited Warranty does not apply to

THIS WARRANTY IS IN LIEU OF AND EXCLUDES ALL OTHER W- IES, EXPRESS OR IMPLIED, INCLUDING, BUTNOTLIMITED TO, THE IMPLIED

W- OF FOR A PARTICULAR PURPOSE. THERE ARE NO

WmIES WHICH EXTEND BEYOND THIS LIMIT.ED W- IN NO EVENTSHALL INTER-TEL BE LLABLE FOR LOSS OF ANTICIPATED PROFITS, INCIDENTAL OR CONSEQUENTL4L DAUAGES, LOSS OF TIME OR OTHER LOSSES INCURRED BY BUYER IN CONNECTION WITH THE PURPOSE, POSSESSION, OPERATION, OR USE OF THE EQUIPMENT SUCH CLAIMS BEING EXFRESSLY

WANED BY THE INSTALLING COMPANI!

For complete information on returning equipment, refer to the current Inter-Tel

turn PoZicy

This document includes specific information on the following subjects: warranty, procedures to follow when returning equipment, equipment damaged in shipment, insurance, repair policy, and advance replacement policy.

MERC HXNTXBILITY OR FITNESS

Material Re-

(document part number 835.1065).

Page ix

INTER-TEL PRACTICES IVX500 INSTALLATION 2% MAINTENANCE

SPECIFICATIONS AND INSTALLATION

SPECIFICATIONS % INSTALLATION

Issue 1, August 1994

CONTENTS

1. Introduction

2. Installation And Programming Outline

3. System Capacities

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4. IVXSOO System Specifications ..........................................

PC Requirements .................................................

Applications Software

Audio Interface Card

Voice Processing Cards

Message Storage Space

Diagnostics

Optional Printer

Optional Modem .................................................

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5. Programing PC Specifications

6. IVXSOO PC Installation A. Pre-Installation Checkiist B. Hardware Installation C. Software Installation

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PAGE

1-2 l-2 l-2 l-3

l-3 l-3 l-3 l-3 l-3 l-3

l-4 l-4 l-5

l-5 l-6 l-17

7. IVX500 PC Hard Disk Drive Replacement A. Replacing The Hard Disk Drive

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B. Checking The PC Motherboard Setup

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C. Formatting The Hard Disk Drive And Installing MS-DOS D. Installing The Software

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1-19 l-19 1-19 1-21 l-22

Page l-l

SPECIFICATIONS & INSTALIATION

Issue

1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TELPRACTICES

1. INTRODUCTION

1.1 The

equipped personal computer (PC) that can be connected to a wide variety of telephone systems to provide integrated voice processing features, such as voice mail,

automated attendant, call routing announcement, and

directory services.

1.2 The lVX500 System can be used with the following Inter-Tel Integrated Systems, Inc. telephone systems:

. MX2448 . lMX 1224/2460 . IMx256 . lMX4161832 . GMX-48

. GMX-152D . GMX-256 . GMx-416/832 . GLX-Plus

AXXBSS

1.3 The lVX500 System can also be used with the fol-

lowing Premier Telecom Products, Inc. systems:

. BSP . BSPMDX . BSPDX

1.4 The IVX500 System can have up to sixteen ports,

with each port requiring its own dedicated single-line circuit.

Inter-Tel lVX500 System is a specially-

INSTALLATION AND PROGRAMMING OUTLINE

2.1

IVX500

performed in the following order. Detailed instructions and diagrams are located throughout the rest of the manual.

(1) Review the hardware requirements in the AP-

PLICATION & TELEPHONE SYSTEM SBT-

System installation and programming is

UP section for the specific telephone system that will be connected to the IVX500 System.

Connect the lVX500 PC to the telephone system

(2)

as outlined in this section of the manual. Review the PBAWRBS section to determine the

(3)

specific applications that will be used (e.g., automated attendant, voice mail, etc.).

Program the telephone system to use the desired

(4)

applications as outlined in the APPLICATlON & TELEPHONE SYSTEM SBTUP section (e.g., single-line port setup, hunt group programming, message waiting notification, etc.).

Configure and program the IVX500 System as

(5)

outlined in the applications and mailbox programming, etc.).

Check each application to ensure that it is work-

(6)

ing properly. If necessary, refer to the TROUBLESHOOTING section for additional help.

PROGRAMMIN

G section (e.g.,

3. SYSTEM CAPACITIES

3.1

Some

of the lVX500 System features have maximum capacities that are dependent on system resources. The features with such capacities are listed in the fol-

lowing table.

FEATURE

voice

Ports IppUcattons per System Mailboxes and/or Extension IDS per Sys-

Voice Mail Group I&s per System

Members per

Remote

Custom Recordings per System Quick Message Retrieval Applications per

System System Passwords

Message Notification

Numbers pe.r mailbox Tables per system (for pager notification

and outgoing access)

group

list

CAPACITY

500

100 loo

Page l-2

INTER-TEL PRACTICES

IVXSOO INSTALLATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

4. IVX500 SYSTEM SPECIFICATIONS

A. PCREQUIREMENTS

4.1 The lVX500 PC is

processing circuit cards and applications software. For complete installation instructions, refer to page 1-5.

4.2 The IVX500 PC requirements are:

IBM-compatible 80386 (33MI-Iz) or higher microprocessor (with tur-

bo mode always enabled) MS-DOS version 6.2 (do not use the DoubleSpace or

MemMaker utilities) Minimum 4MB RAM Minimum 1OSMB hard disk drive 3fi-inch (1.44MB) double-sided/high-density flop

py disk drive

Disk Controller Card

?fvo COM ports (RS-232-C serial communications p0r.W Specially-designed Audio Interface Card (AK)

Speciallydesigned Voice Processing Cards (WCs)

- both AC-ringing and DC-ringing two-port and four-port versions are available

Specially-designed applications software Capacity to house at least Eve full-size (16-bit) cir-

cuit cards (one for the Disk Controller Card and one for each of the up to four WCs)

Optional parallel port and printer for producingvarious reports

Optional ASCII-type programming terminal for diagnostics (and, if necessary, for loading voice prompts only)

4.3 For remote database programming and maintenance/diagnostics, an external modem is also needed. (See PROGRAMMING, page 3-10, for additional information on remote system access.)

B. APPLICATIONS SOFTWARE

equipped with special voice

C. AUDIO INTERFACE CARD

4.5 The

Audio Interface Card (AIC) is a speciallydesigned software key circuit card that allows the applications software to properly control certain PC functions. It also provides a watchdog timer function.

The system will not operate properly without this card.

D. VOICE PROCESSING CARDS

4.6

There are four different models of Voice Processing Cards (WCs) available: 2-Port AC-Ringing, 2-Port DC-Ringing, 4-Port AC-Ringing, and 4-Port DC-Ringing.

4.7 Each 2-Port VPC provides up to two audio interface ports for communication between the telephone system and the IVX500 PC. Each 4-Port VPC provides up to four audio interface ports. As many as four WCs can be installed in the lVX500 PC for a maximum of sixteen ports.

4.8 There is one RJ14 (four-wire) modular jack on each 2-Port VPC, and there are two RI14 modular jacks on each 4-Port VPC. Each jack supports two ports. The two inside wires are connected to one dedicated singleline circuit and the two outside wires are connected to a second dedicated single-line circuit. (For details, refer to the installation procedures beginning on page 1-5.) On 4-Port WCS, the ports are assigned as follows:

E. MESSAGE STORAGE SPACE

4.9 The amount of voice mail message storage space available depends on the size of the hard disk drive installed in the IVX!XKl PC. Listed below are the disk drives currently available and their approximate message storage capacities:

105MB = 9 hours

2OOMB = 18 hours

. 340MB = 31M hours

4.4

Each new IVX500 PC is shipped with the applications software already installed on the hard disk drive. In addition, 3&inch floppy disks containing the applications software are also included. (For information on the IVX5GU database programming software also included with the system, refer to the programming PC specifica-

tions on the next page.)

Page l-3

F. DIAGNOSTICS

4.10

For advanced troubleshooting purposes, the IVX5OO applications software includes special diagnostics. If an IVX500 applications problem cannot be resolved, Customer Support may instruct the installer on how to use the lVX500 diagnostics.

SPECIFICATIONS & INSTALLATION Issue 1, August 1994

IYX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

G. OPTIONALPRINTER

4.11 An

can be installed to print various reports.

H. OPTIONAL MODEM

4.12 An optional, customer-provided external modem can be installed for remote database programming and maintenance/diagnostics. (Refer to page 3-10 in

GRAMMING

tem access.)

optional, customer-provided parallel printer

PRO-

for additional information on remote sys-

PROGRAMING PC SPECIFICATIONS

5.1 In

IVX500 System also includes database programming software that must be loaded on a customer-provided PC for on-site or stand-alone/remote programming.

5.2 The programming PC requirements are:

addition to the applications software, the

IBM-compatible 80286 or higher microprocessor (80386 recom-

mended)

5 megabytes (MD) available memory on the hard disk drive

M-inch (1.44MB) double-sided/high-density flop

py disk drive Windows 3.1

MS-DOS

mended)

1 MB available RAM (2 MB recommended)

3.3 or higher (MS-DOS 6.2 recom-

EGA or better graphics monitor (VGA recommended)

COM port

(RS-232-C serial communications port)

A programming mouse is optional but recommended (if a serial mouse is used, install on an unassigned COM port)

5.3 For remote database programming and maintenance/diagnostics, an internal or external modem is also needed. (See PROG tional information on remote system access.)

RAMMING, page 3-10, for addi-

5.4 To connect the customer-provided programming PC to the IVX500 PC, refer to page 3-10 in PROGRAMMING.

:.,

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Page l-4

INTER-TEL PRACTICES IVXSOO INSTALLATION 8z MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

6. IVXSOO PC INSTALLATION

6.1 This

dures for installing the lVX500 System.

This

tenance Manual

on the proper installation practices for the Inter-Tel lVX500 System. This manual doesnot provide step by-step instructions for premises wiring practices as dictated by the National Electrical Code, which in-

cludes, but is not limited to, cable layouts, cable in-

stallation, AC power installation, proper AC

grounding, eliminating or preventing external inter-

ferences (including, but not limited to, RFI, EMI, lightning, AC power disturbances, static discharge), and other telephony practices standard within the industry. Cable installers, electricians, and field technicians are expected to be properly trained and, if applicable, licensed in their trade practices. O&Gal

Inter-Tel IVXSOO certi$iiation is requiredfor techh-

nical assistance.

6.2

when preparing to install the system.

Establish Suitable Environmental Conditions

6.3

tem must be installed under suitable environmental conditions. Refer to the telephone system’s installation manual for a complete list of conditions.

Assemble The Necessary Tools And Supplies

6.4

ready terminated on the MDF backboard, the only tools

and supplies needed are:

section describes the recommended proce-

NOTICE

Inter-Tel AZ500 Installation andFieldiUain-

instructs certified field technicians

PRE-INS’IXLIATION CHECKLIST

To make installation easier, use this checklist

Like the telephone system itself, the IVXSOO Sys-

If the single-line card in the telephone system is al-

- Four-conductor modular jack assemblies (one for every two IVWOO ports installed).

- Two-pair, non-reversing (straight-through), mod-tomod line cords (one for every two IVX500 porta installed).

NOTE: To use standard two-pair “reversing” tele-

phone line cord instead, tip and ring for both ports

must be switched at the modular jack assembly.

- Standard telephone hand tools and the mounting

hardware for the modular jack assemblies.

- IBM-compatible personal computer for on-site or stand-alone/remote system programming (refer to page l-4 for specifications).

- Test set and digit grabber for troubleshooting system problems, if necessary.

6.5 If the single-line card in the telephone system is

not terminated on the MDF backboard, the following

items are also needed:

- Standard terminal block (66Ml-50 type), bridging clips, and mounting hardware.

- Industry-standard, 25pair cable for connecting the terminal block to the single-line card in the tele-

phone system.

- SO-pin female amphenol-type connector (with recommended non-conducting, plastic cover) and a

connecting machine.

Assemble The

- PC

wall-mount shelf (accommodates most PC mod-

els); refer to page 6-2 in REPLACEMENT PARTS.

- Parallel printer for producing various reports.

- ASCII-type programming terminal for diagnostics

(and, if necessary, for loading voice prompts only).

Optional Equipment

- Industry-standard, two-pair (four-conductor) twisted cable.

- External modem for the IVXXKI PC and internal or external modem for the programming PC.

Page l-5

SPECIFICATIONS % lNSTA.LLATION

Issue 1, August 1994

IVXSOO INS’MLLATION & MAINTENANCE

INTER-TEL PRACTICES

B. HARDWARE INSTALLATION

NOTICE

Personal computer (PC) technology is continually evolving. As it does, the Inter-Tel IVX500 PC will continue to incorporate important design enhancements. Thus, depending on the actual version of equipment that is shipped, the following installation instructions could vary somewhat. If revised instructions are included with the equipment, refer to the new information instead.

6.6 Install the IVX500 PC as outlined in the following steps. See Figures l-2 and l-3 on pages l-9 and l-10 for sample diagrams of the assembled PC.

NOTE: Like the telephone system itself, the IVX!iOO PC must have its own isolated, dedicated, properly grounded AC circuit for proper operation. Refer to the telephone system’s installation manual for details.

(1) Ensure that the IVXXIO PC’s AC power switch is

turned off and the AC power cord is unplugged.

(2)

the Audio

Interface Card (AK), Voice Pmcessing Cam3 (WCs), and SeriallParallel Port Combination Cad (SPC) are not already

installed in

the ItxSOO

PC,

proceed with the

installation as outlined in the following steps.

If the

AIC, WCs

in the IWSOO PC,

and SPC are already installed

skip to step 8.

NOTE: Instead of a separate Serial/Parallel Port Combination Card, some PCs may have a Disk

Controller Combination Card that is equipped

with serial and parallel ports.

Ensure that the AIC address selection DIP switches (Sl) are set for address $3EO. DIP switches 1 and 2 must be in the ON (closed) position and switches 3-6 must be in the OFF (open) position.

Check to make sure that jumper straps are installed in the following locations on the AIC (see Figure l-6 on page 1-13 for orientation):

J3 JS J6

Holding the AIC near the PC Motherboard,

Over top hvo pins (1 and 2) Owr one pin only (or no strap) Over one pin only (of no strap)

disconnect the two-pin reset switch cable from the PC Motherboard and attach it to connector Jl on the AIC. (The other end of the cable should remain attached to the reset switch on the PC.)

NOTE: It may be necessary to unbundle the reset switch cable to allow it to reach the AIC.

Attach one end of the two-pin AK-to-reset switch cable (supplied with the PC) to connector J2 on the AK. Attach the other end of the cable to the PC Motherboard connector

that was previously vacated in step 4d.

NOTE: Be sure that pin 1 marked on each end of the cable matches pin 1 on the AK and the PC Motherboard. (If connected incorrectly, the PC will be reset continuously.)

(3) Remove the cover from the PC by removing the

screws and sliding the cover off.

(4)

If not

already installed,

install the Audio Interface Card (AK) as follows (refer to Figure l-6 on page 1-13):

NOTE: The AIC should be installed in one the last slots on the PC Motherboard (i.e., one of the slots furthest away from the PC’s power supply). This goal is to leave four 1Qbit (full-size) slots available for WCs. (Refer to Figures l-4 and

l-5 on pages l-11 and 1-12 for sample card slot

arrangements.)

a. Remove the bracket that covers the opening

to one of the last slots in the PC (i.e., one of the slots furthest away from the PC’s power supply), and set the bracket and screw aside.

Page l-6

Insert the AIC in the appropriate PC slot and

attach it to the chassis using the screw removed in step 4a. Make sure the card is securely attached to the PC Motherboard and does not touch any adjacent cards.

(5) Zf not already installed,

install each of the up to

four Voice Processing Cards (WCs) as follows:

Remove the bracket that covers the opening to the appropriate 16-bit (full-size) slot as shown in Figure l-4 or l-5, and set the bracket and screw aside.

Depending on which number VPC (l-4) is being installed, check to make sure that the address selection jumper straps are installed in the following locations on the VPC (see Figures l-7 and 1-8 for orientation).

INTER-TELPRACTICES IVX500 INSTALLATION & MAINTENANCE

1ST

VPC

2ND VPC sRD VPC 4TH WC

(300f-Q

w2 w2 0m 1m 20 3m 0

6_ em

l l

l l l l l l

c. Insert

the VPC in the

(a HDQ

m lczl m li

n I33

EEI is3

m mzl

l l

(310 HDQ

w2 w2

m m

l l l l

l l

appropriate slot and, if

(318 HEXJ

m m m

l l

a n

laa

l l

possible, attach it to the chassis using the screw removed

in step 5a. Make sure the card is securely attached to the PC Motherboard and does not touch any adjacent cards.

(6)

If not already installed,

install the Serial/Parallel Port Combination Card (SPC) as outlined below (refer to Figure l-9 on page 1-16 for a “sample” card):

NOTE: Instead of a separate Serial/Parallel Port

Combination Card, some PCs may have a Disk Controller Combination Card that is equipped

with serial and parallel ports.

a. Remove the brackets that cover the openings

to two available g-bit (half-size) slots, and set the brackets and screws aside.

b. Referring to the manufacturer’s user manual,

check to make sure that any jumper straps, DIP switches, etc. are installed in the ap propriate locations on the card.

c. Referring to the manufacturer’s user manual,

ensure that the two sections of the SPC are properly connected together.

d. Insert the SPC in the appropriate slots and

attach it to the chassis using the screws removed in step 6a. Make sure the card is securely attached to the PC Motherboard and does not touch any adjacent cards.

(7) Replace the cover on the PC and re-install the

screws.

SPECIFICATIONS & INSTALLATION

Issue

1, August 1994

At the telephone system’s MDF backboard, ensure that a single-line card with available circuits has been terminated on the Zefi side of a station block. (Refer to the telephone system’s installation manual for details.)

For every Voice Processing Card in the IVX500 PC, mount two four-conductor mod-

ular jack assemblies.

Referring to Figure l-l on the next page, attach the modular jack assemblies to the right side of the station block.

Plug one end of a two-pair, non-reversing (straight-through), mod-to-mod line cord into each modular jack assembly mounted in step 8b. A non-reversing line cord can be identified by examining the modular plug connectors side-by-side as shown below.

YELLOW GREEN RED BACK

YELLOW GREEN RED 0uCu

TWO-PAIR NON-REVERSING LINE CORD

NOTE:

To use a standard two-pair “reversing” telephone line cord instead, tip and ring for both ports must be switched at the modular jack assembly.

Plug the other end of each line cord into the appropriate jack on the corresponding Voice Processing Card in the IVXSOO PC. (See paragraph 4.8 on page l-3 for more information on the VPC jacks.)

(9) Connect the IVX500 PC‘s power cable accord-

ing to the PC manufacturer’s instructions and turn on the AC power switch.

NOTE: For optimal performance, the lVX5OO PC is configured with turbo mode always enabled. Do nof disable the turbo mode setting.

(8) To set up the audio interface between the tele-

phone system and the lVX500 PC (see Figure l-l on the next page):

6.7 To connect a customer-provided programming PC to the IVX5OO PC, refer to page 3-10 in PROGRAM-

MING.

Page l-7

SPECIFICATIONS & INSTWTION

Issue 1, August 1994

IVXSOO INSTALLATION Br MAINTENANCE

INTER-TEL PRACTICES

FIGURE l-l.

TO TELEPHONE SYSTEM SINGLELINE CARD

IVX500 PC AND TELEPHONE SYSTEM INTERFACE

MODULAR

JACK

ASSEMBLY

TOPC PORTS

l&2

TOPC PORTS 384

66hWW-TYPE

BLOCK

(PART OF MDF)

r’ 1.3

1 1.4 -

o/w

RINQ

W~BL

nt=

I I

BL/w RING

WDI-IQ

om RING WBL TlQ

NOTE: Each modular jack assembly, as wired above, is connected to the IVX500 PC using a twopair, non-reversing (straight-through), mod-to-mod line cord. To use a standard two-pair “reversing” telephone line cord instead, tip and ring for both ports must be switched at the modular jack assembly.

Page l-8

INTER-TEL PRACTICES WX500 INSTALLATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

FIGURE l-2.

ON/OFF POWER POWER CABLE

SWITCH

BACK OF ASSEMBLED IVX500 PC (SAMPLE #l)

CONNECTOR

SAMPLE CARD SLOT

ARRANGEMENT

NOTE: Depending on the model of PC tions shown above could vary somewhat. See Figure l-3 on the next page for another sample.

being

used,

the sample card slot arrangement and connector loca-

Page l-9

SPECIFICATIONS & INSTALLATION Issue

August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

FIGURE l-3.

POWER CABLE

CONNECTOR

BACK OF ASSEMBLED IVXSOO PC (SAMPLE #2)

SAMPLE CARD SLOT

ARRANGEMENT

..:.::::::.,

.~~~~~~.>::::

::::::::::::c.

“$b”

NOTE: Depending on the model of PC being tions shown above could vary somewhat. See Figure 1-2 on the previous page for another sample.

used,

the sample card slot arrangement and connector loca-

Page l-10

INTER-TEL PRACTICES

IVX500 INSTALLATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1. Awust 1994

FIGURE l-4.

PC MOTHERBOARD CARD SLOT ARRANGEMENT (SAMPLE #l)

_ 2-PIN

CONNECTOR

TO RESET CONNECTOR

ON AIC

AUDIO INTERFACE

CARD (AIC)

4TH VPC

3RD VPC

2ND VPC

IST VOICE PROCESS-

ING CARD (VPC)

DISK CONTROLLER

CARD

SERIAUPARALLEL

PnRT CNMRn

NOTE: Depending on the model the location of the reset connector shown above could vary somewhat. See Figure l-5 on the next page for another sample.

Motherboard being used, the sample card slot arrangement and

CARD

Page l-11

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

IVX500

INTER-TELPRACTICES

INSTALLAnON & MAINTENANCE

FIGURE 1-5.

PC MOTHERBOAFtD CARD SLOT ARRANGEMENT (SAMPLE #2)

_ 2-PIN

CONNECTOR

TO RESET CONNECTOR

ON AIC

., 1’

- DO NOT USE AUDIO INTERFACE

CARD (AIC)

4TH VPC

3RD VPC

2ND VPC

1ST VOICE PROCESS-

ING CARD o/PC)

DISK CONTROLLER

COMBO CARD

NOTE: Depending on the model of PC Motherboard being used, the sample card slot arrangement and

the location of the reset connector shown above could vary somewhat. See Figure l-4 on the previous page for another sample.

Page 1-12

INTER-TEL PRACTICES IVX500 INSTALLATION 8z MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

FIGURE l-6.

AUDIO INTERFACE CARD (AK)

.- 2-PIN CONNECTOR

TO RESET SWlTCH

2-PIN CONNECTOR

TO RESET CONNECTOR

ON MOTHERBOARD

PIN 1

- JUMPER STRAP

- 40-PIN CONNECTOR

NOT USED

- JUMPER STRAPS DIP SWITCHES

DB15 PCM CONNECTOR

NOT USED

DB15 PCM CONNECTOR

NOT USED

Page 1-13

SPECIFICATIONS 2% INSTACLATION

Issue 1, August 1994 IVX500 INSTALLATION 81 MAINTENANCE

INTER-TEL PRACTICES

FIGURE l-7.

FOUR-PORT VOICE PROCESSING CARD (VPC)

ADDRESS SELECTION

JUMPER STRAPS

.‘-:>\,

/’

DB15

CONNECTOR

Page

MODULAR JACKS

1-14

INTER-m PRACTICES II%500 INSTAUATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

FIGURE l-8.

TWO-PORT VOICE PROCESSING CARD (WC)

ADDRESS SELECTION

JUMPER STRAPS

DB15 CONNECTOR

MODULAR JACK

Page l-15

SPECIFICATIONS & INSTALLATION Issue 1, August 1994

INTER-TEL PRACTICES

IVX500 INSTALLATION & MAINTENANCE

FIGURE l-9.

SERIAL/PARALLEL PORT COMBINATION CARD @PC)

‘\

;.y

CONNECTOR

DB15 CONNECTOR

NOT CURRENTLY USED

DB25 (COM2) CONNECTOR

DB25 CONNECTOR

TO PARALLEL PRINTER FOR

APPLICATIONS REPORTS

NOTE: Depending on the model of SPC being used, the location of the connectors and cables shown above could vary somewhat. Also, instead of a separate SPC (as shown above), some PCs may have a Disk Controller Combination Card that is equipped with serial and parallel ports (see Figure l-3 on page l-10).

Page 1-16

TO PROGRAMMING PC

TO DIAGNOSTICS TERMINAL

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1.

Aturnst 1994

c. SOFTWARE INSTALLATION

6.8 The IVX500 PC is shipped with the applications software already installed on the hard disk drive. As a back-up, 3J$-inch floppy disks containing the software are also included. If the software is upgraded at a later time, a new set of software disks will be provided.

NOTE: To install the database programming software on the customer-provided programming PC, refer to page 3-9 in

IVX5OO Applications Software

6.9

the applications software on the IWSOO PC’s hard disk

drive. (There is no need

programming terminal.)

NOTE: To install the IVX.500 applications software, the hard disk drive must be properly formatted and must have MS-DOS 6.2 installed. (If using a PC with equip ment other than that tem will not operate properly.)

(1)

(2)

(3)

PROGRAMMING.

Ifnecessary, use the following procedure to install

for a keyboard and monitor or a

specifically

Insert Applications Software Disk 1 of 4 in the

IVX500 PC floppy disk drive.

Reboot the PC and wait for the files on the software disk to be copied onto the PC’s hard disk. (When finished, the PC beeps twice every seven seconds to indicate it is ready for the second software disk.)

After the two beeps, remove the first software disk, insert Applications Software Disk 2 of 4, and wait for the files to be copied. (When finished, the PC beeps three times every seven seconds to indicate it is ready for the third disk.)

NOTE: If the wrong software disk is inserted, the PC beeps for 1.5 seconds, pauses for three seconds, and then beeps the appropriate number of times to indicate which software disk should be inserted.

After the three beeps, remove the second software disk, 4, and wait for the files to be copied. (When finished, the PC beeps four times every seven seconds to indicate it is ready for the fourth disk.)

insert

Applications Software Disk 3 of

recommended,

the sys-

(6) After the installation is complete, remove the

last software disk. (The PC automatically reboots.)

Voice Prompts

6.10

Should it become necessary to re-install the voice prompts only (e.g., because one or more of the prompts is garbled or incomplete), follow the procedure below.

(1) Referring to the diagram below, attach the

DB9-to-DB25 converter (supplied with the data-

base programming cable kit) to the DB9

(COMl) serial port connector on the back of the

PC.

(2) Attach the DB25 modular adapter (supplied with

the database programming cable kit) to the

DB9-to-DB25 converter installed in step 1.

(3) Attach the DB9 modular adapter (supplied with

the database programming cable kit) to a cus-

tomer-provided ASCII-type programming ter-

minal configured with the

The transmit and receive baud rate is 9600 The data format is 8 bit standard ASCII Parity is off (ignored) Communication is fir11 duplex There is one start bit and one stop bit

NOTE: If the terminal requires a DB25 connection, attach a straight-through DB9-to-DB2S converter to the DB9 modular adapter, or attach a customer-provided DB25 modular adapter.

(4) Plug one end of the reversing mod-to-mod line

cord (supplied with the database programming cable kit) into the DB25 modular adapter installed in step 2. Plug the other end of the line cord into the DB9 modular adapter installed in step 3.

DBSto-DB25 DB25 ADAPTER

following parameters:

After the four beeps, remove the third software

(5)

disk, insert Applications Software Disk 4 of 4, and wait for the files to be copied. (When finished, the PC beeps for 1.5 seconds and then pauses for five seconds to indicate the installation is complete.)

Page 1-17

wx500 PC

DB9 ADAPTER

PROGRAMMING

TERMINAL

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Insert Applications Software Disk 2 of 4 in the

(5)

floppy disk drive and reboot the PC. (The terminal displays “Delaying for 5 seconds. press any key to abort.“)

Before the five seconds expire, press ENTER (or

(6)

any key on the keyboard) to abort. (The terminal displays the lVX500 applications directory

prompt “C:\avdap>“.)

Remove Applications Software Disk 2 of 4 and

insert Applications Software Disk 1 of 4.

At the C:\avdap> prompt, type “cd \util” and press ENTER. (The terminal displays the utilities directory prompt “C:\util>“.)

At the C:\util> prompt, type “pmtinst” and press ENTER. (The terminal displays the files being copied and the number of files copied.)

Follow the installation instructions displayed on

(10)

the terminal. After the installation is complete, remove the

(II)

last software disk and disconnect the terminal. (The PC automatically reboots.)

Page 1-18

INTER-TELPR4cTIcES IVX500 INSlXLLATION & MAINTENANCE

SPECIFICATIONS % INSTALLATION

Issue 1, August 1994

7. IVXSOO PC HARD DISK DRIVE REPLACEMENT

7.1

If necessary, the hard disk drive in the IVX500 PC can be replaced with a new drive as outlined below. The instructions are divided into four sections. Follow the steps outlined in each section.

7.2 To replace the hard disk drive, the following items are needed:

- Monitor and compatible monitor card

- Keyboard

- One set of applications software floppy disks (these disks are included with the IVXSOO System)

- One set of MS-DOS 6.2 floppy disks (these disks are included with the IVXXKl System)

A. REPLACING THE HARB DISK DRIVE

73 Remove the existing hard disk drive and replace it with the new hard disk drive, as described in the steps below.

Save the existing IVX500 database on properly formatted floppy disks. (For details, refer to page 3-67 in PROGRAMMING.)

NOTE: To save time and disk space, you may first want to have voice mail users delete all messages that do not need to be saved.

Turn off the PC’s AC power switch and unplug

(2)

the AC power cord.

Remove the cover from the PC by removing the

(3)

screws and sliding the cover off.

Disconnect the cables on the back of the existing

(4)

hard disk drive and remove it from its slot in the disk drive mounting shelf.

B. CHECKING THE PC MOTHERBOARD

SETUP

7.4

Check to see that the IVX500 PC motherboard is

“set up” to work properly with the new hard disk drive,

as outlined in the following steps.

NOTICE

Depending on the specific BIOS used by the PC Motherboard, the layout and editing functions of the setup screen could vary somewhat. If so, make any necessary changes by following the actual instructions displayed on the monitor, rather than those outlined in the following steps.

(1) Install a customer-provided monitor card in an

available card slot on the PC motherboard. On some systems, it may be necessary to temporarily remove an existing Voice Processing Card.

(2) Connect a customer-provided monitor to the ap-

propriate connector on the bottom edge of the monitor card. Then, plug in the monitor’s AC power cord and turn on the monitor’s AC power switch.

(3) Connect a customer-provided keyboard to the

keyboard connector on the back of the PC.

(4) Plug in the PC’s power cord and turn on the AC

power switch. (The monitor displays the system memory check and then “Hit <DEL>, if you want to run SETUP”.)

(5) Press the DEL key. (The monitor displays the

main menu of options, as shown below.)

STANDARDCMOS SETUP

ADVANCED CMOS SETUP

AUTO CONFIGURATION WITH BIOS DEFAULTS

AUTO CONFIGURATION WlTH POWER-ON DEFAULTS

ADVANCEDCHIPSETSETUP

CHANGE PASSWORD

HARD DISK UTXLITY

WRlTE TO CMOS AND EXlT

DONOTWRIlETOCh4OSANDEXlT

(5)

(6)

(7)

applicable:

brackets and the plastic slide rails from both sides of the existing hard disk drive and attach them to the new hard disk drive.

Attach the cables that were disconnected in step 4 to the back of the new hard disk drive.

While guiding the cables, carefully slide the new hard disk drive into the the disk drive mounting shelf until it locks into place,

Remove the frame extension

previously

vacated slot in

Page l-19

(6) Use the down arrow key to highlight the AUTO

CONFIGURATION WITH POWER-ON DEFAULTS option and press the ENTER (or RE-

TURN) key. (The monitor displays “Load

Power-On Default Values from ROM Table (Y/N) ? W.)

(7) Enter

(8) Use the up or down arrow keys to highlight the

“y"

(for

yes) and press ENTER twice. (The monitor again displays the main menu of options.)

STANDARD CMOS SETUP option and press

SPECIFICATIONS & INSTWTION

Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

lNTER-TELPR4CTIcES

ENTER twice. (The monitor displays the Standard CMOS Setup screen, a portion of which is shown below.)

Date @n/date/year)* xx/xx/xx Time (hour/min/sec): xx:xx:xx Hard Disk CI Type Bard Disk D: Type Floppy Drive Floppy Drive BI I Not Installed Primary Display I Not Installed Keyboard

After setting the correct date and time, check to

A: I

I xx : Not

1.44nB, 3.5'

: Not Installed

see that the Hard Disk C field is set to the proper type for the new drive that was just installed.

is not, use

the up or down arrow keys to highlight the Hard Disk C field, then use the PGUP or PG DN keys to change the setting to the proper type. Finally, enter the other hard drive data (cylinders, heads, etc.) as prompted.

NOTE: All Inter-Tel hard disk drives have a label with the necessary setup information on it.

Ensure that the other fields are set asshown in the

(10)

box above.

If not, use

the up or down arrow keys to highlight the desired field, then use the PGUP or PG DN keys to change the setting.

Press the ESC key to exit. (The monitor again

(11)

displays the main menu of options.)

Use the up or down arrow keys to highlight the

(12)

ADVANCED CMOS SETUP option and press ENTER twice. (The monitor displays the Advanced CMOS Setup screen. Depending on the specific BIOS and its defaults, the screen should appear similar to one of the following samples.)

Sample #l

Typematic Rate Programming : Disabled Typematic Rate Delay Typematic Rate (Chars/Set) : 15 Above 1 MB Memory Test Wemory Test Tick Sound I Enabled Remory Parity Error Check Bit <DEL> Ressage Display Bard Disk Type 47 RAH Area I 0,300 Wait For <Fl> If Any Error : Enabled System Boot Up Num Lock

Weitek Processor

Floppy Drive Seek At Soot : Enabled System Boot Up Sequence Cache Memory

Password Checking Option Video ROH Shadow C000,16K: Disabled Video ROM Shadow C400,16K: Disabled Adaptor ROW Shadow C800,16k: Disabled

(msec)c

Installed

500

Enabled

: Enabled : Enabled

: On I Absent

: A:, C: : Disabled I Disabled

Ifif

Adaptor ROW Shadow CC00,16Kr Disabled Adaptor ROW Shadow D000,16K1 Disabled Adaptor ROW Shadow D400,16K: Disabled Adaptor ROU Shadow D800,16Ka Disabled Adaptor ROW Shadow DC00,16K: Disabled Adaptor ROW Shadow E000,64Kr Disabled System ROH Shadow F000,64K1 Disabled

NOTE: Be sure to set the Above 1 MB Memory Test and Memory Parity Error Check fields to

Enabled,

A:, C:,

the System Boot Up Sequence field to

and the Cache Memory field to

Disabled,

Ifusing this BIOS with a 486 motherboard, set the Cache Memory field to Internal.

Sample #2

Typematic Rate Programming # Disabled

Typematic Rate Delay (maec): 500 Typematic Rate (Chars/Set) I 15 Bard Disk Type 47 RAW Area I 02300 System Boot Up Num Lock I On Weitek Processor I Absent Floppy Drive Seek At Boot I Enabled System Boot Up Sequence External Cache Memory I Disabled Password Checking Option I Disabled Shadow RAW Option Main Hemory Relocation I Enabled

I A:, CI

I Both

NOTE: Be sure to set the System Boot Up Sequence field to Memory field to

A:, C:

Disabled.

and the External Cache

Sample #3

Boot Up Numlock Status Boot Up Floppy Seek : Enabled Boot Sequence I A:, C: Turbo SW Function Enable I Yes External Cache t Disabled

CPU Internal Cache Security Option I Setup Video BIOS Shadow 8 Disabled C8000-CFFFF Shadow I Disabled D0000-D7FFF Shadow I Disabled D8000-DFFFF Shadow Virus Warning IDE HDD Block Hode Auto Configuration DRAW Speed Cache Write Cycle Cache Burst Read AT Bus Clock

Internal Cache WB/WT External Cache WB/WT Video Shadow Cacheable System Shadow Cacheable Latch Local Bus

NOTE: Be sure to set the Boot Sequence field to

A:, C:, the External Cache field to

the CPU Internal Cache field to

I on

Enabled

Disabled

t Disabled

Enabled

Fastest I '0 w/s : 0 w/s

l/4 CLK

W/TROUGH

I W/BACK

Disabled

I T3

Disabled,

Enabled.

and

Page l-20

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

SPECIFICATIONS & INSTALLATION

Issue 1, August 1994

Ensure that all of the fields are set similar to

(13)

those shown in the preceding samples.

the

up or down arrow keys to highlight the desired field, then use the PG Up or PG DN keys to change the setting.

press the ESC key to exit. (The monitor again

(14)

displays the main menu of options.)

Use the up or down arrow keys to highlight the

(15)

ADVANCED CHIpSET SETUp option and press ENTER tice. (The monitor displays the Advanced CMOS Setup screen. Depending on the specific BIOS and its defaults, the screen should appear similar to the following sample.)

Sample

Auto-Configuration DRA Address/Data Hold Time I 1-2 T AT BUS Clock Select

I/O Recovery Time Delay Cache Read Hit Burst Cache Write Bit Wait State t 2WS DRAR Page node DRAR Read Wait State I 2ws

DRAJ4 Write Wait State Memory Remapping Memory above 16RB Cacheable: No

C0000-C3FFF,l6K Cacheable : No C4000-C7FFF,16K Cacheable : No

C8000_CBFFF,16K Cacheable I No

CC000-CFFFF,16K Cacheable I No

D0000-D3FFF,16K Cacheable I No

D4000-D7FFF,16K Cacheable I No

D8000-DBFFF,16K Cacheable I No

DC000-DFFFF,16K Cacheable I No

E0000-EFFFF,64K Cacheable I No

F0000-FFFFF,64K Cacheable : No Non-Cacheable Block1 Enable: Disabled

Non-Cacheable Block-l Size t 1RB Non-Cacheable Block-l Base 8 0KB Non-Cacheable Block2 Enable: Disabled Noa-Cacheable Block-2 Size I 16UB Non-Cacheable Block-2 Base 8 0KB Co-processor Read+ Delay I Enabled RAS Time Out DRA CAS Timing Delay DMA Clock Select I SCLK/Z

NOTE: Be sure to set the Memory Remapping field to

Ensure that all of the fields are set similar to

(16)

Enabled.

those shown in the sample above. up or down arrow keys to highlight the desired field, then use the PG Up or PG DN keys to change the setting.

press the ESC key to exit. (The monitor again

(17)

displays the main menu of options.)

If not, use

I Enabled

, CPUCLK/B I 4 BCLX , 3-2-2-2

I Disabled

I 3ws I Enabled

I Disabled I Disabled

If not,

use the

Use the down arrow key to highlight the WRl’I’E

(18)

To CMOS

AND EXIT

option and press ENTER.

(The monitor displays: “Write to CMOS and exit cI’/N)? N’?

Enter “y” (for yes) and press ENTER. (The mon-

(19)

itor again displays the system memory check.)

If the new hani disk drive already has some type

(20)

of LWS installed,

the monitor eventually displays the C drive programming prompt “C:\>“. Format the hard disk drive and re-install MSDOS as outlined in the following section.

If the new hard disk drive is blank,

the monitor eventually displays “Insert BOOT diskette in AZ press any key when ready”. Insert the MS-DOS

6.2 Setup Disk into the floppy disk drive and follow the instructions displayed on the monitor to set up and install MS-DOS. Then skip over the next section and proceed directly to Installing the Software.

NOTE: When installing MS-DOS 6.2, do

not

use the DoubleSpace or MemMaker utilities.

C. FOKMA’ITING THK HARD DISK DRIVE

AND INSTALLING MS-DOS

7.5 After setting up the PC motherboard, format the disk and install MS-DOS using the

CAUTION:

Formatting the hard disk drive erases all

following

procedure.

information stored on the drive. DO NOT format the hard disk drive unless instructed to do so by authorized

personnel.

Insert

(1)

the MS-DOS

6.2

Setup Disk into the

floppy disk drive. At the C:\> prompt, enter “a:” and press ENTER.

(2)

(The monitor displays the A drive

programming

prompt “A\>“.) At the A:\> prompt, enter “format c:/s” and press

(3)

ENTER. (The monitor displays “WARNING: ALL DAlYA ON NON-REMOVABLE DISK DRIVE C: WILL BE LOST! proceed with Format (Y/N)?“)

Enter “y” (for yes) and press ENTER. (The for-

(4)

matting process for drive C begins and continues for several minutes. After the formatting is complete, the monitor displays a format complete message and asks for a volume label.)

Type in a volume label (if desired) and press EN-

(5)

TER. (The monitor displays some disk usage information and then the A drive programming prompt “A\>“.)

Page l-21

SPECIFICATIONS & INSTALIXITON Issue 1, August 1994

JYXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

If there are any other drives to format, repeat

(6)

steps 3 through 5 using the appropriate “format

drive:”

At the AZ:\> prompt (and with the

Setup Disk still in the floppy disk drive), press the CTRL,, ALT, and DEL keys all at the same time to restart the system.

Follow the instructions displayed on the monitor

(8)

to set up and install MS-DOS. NOTE: When installing MS-DOS 6.2, do nut

use the DoubleSpace or MemMaker utilities.

D. INSTALLING TEIE SOFTWARE

7.6 After formatting the hard disk drive and installing MS-DOS, re-install the applications software and restore the database, as outlined in the following steps.

(1) Turn off the PC’s AC power switch and unplug

the AC power cord.

(2) Turn off the monitor’s AC power switch, unplug

the monitor, and disconnect it from the monitor card.

command (e.g., “format d:“).

MS-DOS

6.2

Remove the monitor card from its slot on the PC

(3)

motherboard. If a VPC was removed to make

room for the monitor card, replace the VPC.

Disconnect the keyboard from the connector on

the back of the PC, replace the cover on the PC,

and re-install the screws.

Insert Applications Software Disk 1 in the PC’s

(5)

floppy disk drive.

Plug in the PC’s power cord and turn on the AC

(6)

power switch.

Install the lVX500 applications software. (For

details, see page 1-17.)

Restore the saved database from step 1 on page

1-19. (For details, see page 3-67 in PROGRAM-

MING.

)

After the restore is complete and the system re-

(9)

sets, check the database programming to ensure that the system database has been successfully restored.

Page l-22

INTER-TEL PRACTICES IVX500 INS’IXLLATION % MAINTENANCE

FEATURES

Issue

FEATURES

1, August 1994

CONTENTS

Introduction

Automated Attendant

A. Automated Attendant Applications B. Automated Attendant Recall Destination

C. Automated Attendant Custom Recordings D. Extension ID

Call Routing Announcement

. Custom Recordings

B. Digit ‘Ikansiation

Voice Mail

Mailboxes

Group Lists

Internal Message Notification

Remote Message Notification

Subscriber Use Of Voice Mail

Non-Subscriber Use Of Voice Mail

System Administrator Features

Directories (Automated Attendant, Call Routing Announcement,

And Voice Mail) A. Locating A Name

B. Accepting A Name C. Requesting Additional Information D. Using The Directories

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2-8 2-9 2-10 2-11 2-16

2-17

2-20

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Page 2-l

FEATURES

Issue 1, August 1994

IVXSOO INSTALLATION % MAINTENANCE

INTER-TEL PRACTICES

1. INTRODUCTION

1.1 The Inter-Tel IVX500 System can contain up to 25 of the following applications. (Each application is described in detail in this chapter.)

Automated Attendant: The

a programmable feature that can be used to provide automated call answering service. Calls can transfer, forward, or directly ring in to an automated attendant. When an automated attendant answers a call, it plays a recording that gives dialing instructions. After hearing the recording (or while it is playing), the caller may dial an extension or mailbox number.

Automated Attendant Recall Destination: If a call that is transferred by the automated attendant recalls, it is sent to the Automated Attendant Recall Destination for the port that transferred the call. The Recall Destination recording announces that the station is unavailable and allows the caller to leave a voice mail message or dial another extension.

Call Routing Announcements: A Call Routing ap plication can be used as a playback device. This is useful for programming hunt group announcement and overflow stations. When accessed, the Call

automated attendant is

Routing Announcement application will play a re-

cording and then hang up. Or, the Call Routing Announcement can bc programmed to use Digit Translation, a feature that allows one-key access to

extensions, mailboxes, applications, etc.

Quick Message

Retrieval:

Only one Quick Message Retrieval application may be created for the system. It is usually programmed as the alternate message source for the Non-Subscriber Voice Mail ports. If so, when station users to respond to message indications left by the voice mail ports, they are prompted only for their password.

Non-Subscriber Voice Mail: This application handles all calls that are directed to voice mail (other than Quick Message Retrieval) placed by subscribers and non-subscribers. Callers will hear the main company greeting, followed by a menu of available options. In telephone systems with voice computer hunt groups, internal callers will hear only the menu of options, and not the company greeting. Stations can forward or transfer calls directly to their mailbox using this application’s extension number. This ap plication can also be the message center for the subscribers’ stations.

“1

._.;

Page 2-2

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

Issue 1, August 1994

FEATURES

2. AUTOMATED A’ITENDANT

2.1 The automated attendant is a programmable feature that can be used to provide automated call answering service. Calls can transfer, forward, or directly ring in to an automated attendant. Calls to the automated attendant application are processed as follows.

CALL TO AUTOMATED ATTENDANT

I I

CS.llerdOSSnot S&CtSilOptiOll

caller selects opihl

assigned to the Voice Mail application. (The Voice Mail application must also have an extension ID grammed for it.) The caller can then leave a message

as a non-subscriber or access any of the voice mail subscriber features. (See page 2-7 for Voice Mail

information.)

Use the directory: If the caller does not know the

extension or mailbox number of the desired party, he or she can spell the name using the keypad keys and

“look up” the number in the directory. (This option can be disabled in the database. Or, if there are no names recorded for the individual mailboxes or for the system’s extension IDS, this option will not be provided.) Refer to page 2-20 for directory information.

Dial the operator access destination: If the caller needs further assistance, dialing 0 will access the IVX500 System’s programmed operator destination. Or, if the caller is on a rotary telephone and cannot enter a digit, the call will be automatically transferred to the operator destination. (The operator

access destination is programmed as described on page 3-63. There can be separate destinations for day and night modes.)

pro-

2.2 When an automated attendant answers a call, it plays a recording that gives dialing instructions. During or after the recording, the caller may then directly dial a station extension number, voice mail access number (if there is no associated mailbox), or hunt group pilot number. Or, the caller may use the directory to look up the desired extension.

2.3 When the automated attendant answers an outside call, the caller will hear the company greeting, followed by instructions and a the list of available options. Intercom callers hear only the operating instructions and menu of options. The caller then has the following op tions:

Dial a station extension number: If an extension number is dialed that has a mailbox or extension ID, the call is transferred to that station.

Dial a hunt group pilot number: When a pilot number is dialed, the call is transferred to the selected hunt group. The call rings or circulates according to the type (all ring, linear, or distributed).

hunt

group’s

programmed distribution

NOTE: Due to the natural characteristics of the trunk, the volume level of DTMF tones transmitted over the trunk may be substantially reduced before reaching the telephone and voice mail systems. This natural degradation in tone volume may adversely affect the reliability

of the Automated Attendant feature. Other factors which can’affect automated attendant performance are trunk noise and the quality and strength of the IYIMF tones generated by the off-premises phone itself.

AUTOMATED ATTENDANT APPLICATIONS

2.4

There are a number of different uses for this fea-

ture. Here are two examples:

Direct ring-in calls to a busy attendant could be forwarded to an automated attendant (using the Secretarial Intercept, Call Forward If Busy or System Forwarding features of the telephone system).

0 The Automated Attendant’s extension number can

be programmed in the telephone system to receive

direct ring-in calls when the system is in day and/or night mode.

Dial the Non-Subscriber Voice Mail application’s extension number: The caller can reach the Voice Mail main greeting by dialing the extension number

2.5 To create an Automated Attendant application, follow the instructions on page 4-5 in the APPLICA-

TION AND TELEPHONE SYSTEM SEIUP section.

Page 2-3

FEATURES

Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

B. AUTOMATED AlTENDANT RECALL

DESTINATION

2.6 When a station receives a call that has been routed through the automated attendant, the call is handled by the telephone system as a transferred call. If the call is not answered before the appropriate Transfer timer expires, the call recalls the automated attendant’s recall

destination. The recall destination is usually the Automated Attendant Recall Destination application which announces that the called station is unavailable and al-

lows the caller to choose to leave a message or dial

another extension number.

CALL TO AUTOMATED AlTENDANT

Automated Attendant answers and plays a greeting followed by a menu of options.

Called pally does Rot answer before the Transfer timer expires

Call goes to the Automated Attendant Recall Destination where caller selects option..

4 &

CellksenttO

selecbd mailbox

2.7

the

Recall Destination fails to answer a call, it is

Call is sent to station, hunt grcup, voice mail, or dial-0

operator des-

tination,

automatically sent to the recall destination’s programmed attendant.

2.8 If an invalid number is dialed, the caller is prompted to enter another number.

2.9 To create

Automated

Attendant Recall Destination application, follow the instructions on page 4-6 in the APPLICAI’ION AND TELEPHONE SYSTEM

SETUP section.

C. AUTOMATEB ATTENDANT CUSTOM

RECORDINGS

2.10 Custom recordings are made using the System Administrator’s mailbox as described on page 2-18. Each recording is associated with a recording number

and assigned to the application(s) in database program-

ming

using the

System

Administrator’s mailbox. (Re-

fer to page 2-19 in this section and pages 3-21 and 3-48

in PROGRAMMING.)

D. EXTENSION LB

2.11 Extension IDs are used for transferring calls through the Automated Attendant or using the Automated Attendant Directory. An extension ID allows callers to be transferred to extension numbers (stations, hunt groups, and applications) that do not have mailboxes. It also allows the extension number to have a recorded name in the directory. This feature is set up and initialized using database programming and Voice Mail features.

2.12 If an Extension ID has been created in database programming for a telephone system extension number, either the principal user of the extension number or the

System Administrator must set up (initialize) the ID with a password and record a name for use in the Extension Directory. At default the extension ID password is the same as the extension number. If the Extension ID has not been “initialized” calls can still be transferred to the associated extension number. However, they cannot be selected from the directory.

the Extension ID’s user name has not been recorded it cannot be heard when callers use the Automated Attendant Directory. The name must be recorded in order to fully initialize the Extension ID. See page 2-11 for more information on initializing Extension IDS.

2.13 Once the extension ID is initialized, the extension user may access Extension ID Options which allows the directory name and password to be modified.

2.14 If an Extension ID has not been created for an extension which is equipped on the telephone system, callers using the automated attendant cannot be transferred to that destination. Instead, these callers will receive a system recording notifying them of an invalid entry and are routed back to the automated attendant’s main menu.

2.15 Individual extension IDs can be programmed as “Private” in database programming. A Private number is included in the directory and can be dialed if the caller

knows the number, but the extension number informa-

tion is not available to the caller; only the name is

played.

2.16 Extension IDs can also be programmed as “‘Unlisted.“That means that the number will not be included in the directory, but can be dialed if the caller knows the

extension number.

Page 2-4

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

Issue 1,

FEATuREs

August 1994

3. CALL ROUTING ANNOUNCEMENT

3.1 The

be used as a playback device that plays a message and then hangs up to disconnect the call. This is especially useful for programming hunt group announcement and overflow stations. As an option, the Call Routing Announcement application can use digit translation which allows the caller to press a single digit for access to the directory, subscriber voice mail, a station, a hunt group, the operator extension, or a mailbox.

Call Routing Announcement application can

CALL TO CALL ROUTING ANNOUNCEMENT

WlTHOUT DlGlT TRANSLATION

Call Flouting

answars

followsd by

Call Flouting Announcement hangs up. n this is an announcement or overllow station, the call returns to the hunt group.

CALL TO CALL ROUTING ANNOUNCEMENT

WlTH DlGlT TRANSLATION

Announwment

and

plays

greeting

a mdnu of options.

B. DIGIT TRANSLATION

3.4

Digit

translation allows callers to dial a single digit to access the directory; subscriber voice mail; or a designated extension number, mailbox, or hunt gro@ pilot number. Up to 12 digit translation storage locations

(O-9, *,

and #) are available for each Call Routing Announcement application (refer to PROGRAMMING, page 3-21).

3.5 To use digit translation, the Call Routing Announcement application must have special programming. Digit translation is programmed by assigningspecific “Actions” for each digit and determining what will happen if the caller does not enter a digit (Timeout). The length of time the application will wait for input from the caller (O-60 seconds) is also programmable.

The Actions that can be selected for digits *, #, and O-9 , and for Timeout are:

Transfer To Operator:

This action transfers the

call to the Dial-O Destination that is programmed

in the System Maintenance window shown on

page 3-63.

Company Directory - FirstName:

This sends the caller to the directory prompt that asks the caller to enter the first name of the desired party.

Company Directory - Last Name:

This sends the caller to the directory prompt that asks the caller to enter the last name of the desired party.

Caller selec& option

mail, operator destina-

tion, w directory as

CUSTOM RECORDINGS

3.2

When accessed, the Call Routing Announcement

application will play a custom recording and then hang

. .__ _

mail, operator destination, or directory as

limeout programming.

UP*

3.3 Call routing announcements are recorded using the System Administrator’s mailbox as described on

page 2-18. Each announcement is assigned to use a “custom greeting” number in database programming. (Refer to page 3-48 in PROGRAMMING.)

Subscriber

Access:

This sends the caller to the

mailbox prompt that requests a mailbox number.

Invalid: The

digit will not be used. Callers who press this digit hear a recording that tells them that it is invalid.

Transfer To Ertension:

This action sends the call to a designated extension (station, hunt group, or application).

Trader ToMailbox:

This sends the call to a des-

ignated mailbox.

Transfe To Collected Extenkon:

To allow

callers to dial extension numbers of stations and

hunt groups that have a mailbox or extension ID,

use this Action for digits that correspond to the first digits of extension numbers. For example, if digit 1 is “Transfer To Collected Extension,“callers can dial extension numbers that begin with

1. However, if digit 1 is “Transfer to extension

200,” a caller attempting to dial a station extension number that begins with 1 will instead be transferred to 200.

Hang Up:

This action disconnects from the call

if the user does not enter a digit.

Page 2-5

FEATURES

Issue 1, August 1994

INTER-TELPRACTICES

IVX500 INSTALIATION &

MAINTENANCE

3.6

After the application is created and programmed, the System Administrator’s mailbox is used to make a custom recording that explains the options to callers, as described on page 2-18. The custom recording is assigned to the Call Routing Announcement application

as described on page 3-21. A caller who listens to the Call Routing Announcement recording can then dial the single-digit location number to reach the designated destination. For example, if the hunt group extension for

a customer support group is programmed for digit 3, the

recording should say something like, “Dial 3 for

CUS-

tomer support.” NOTE: Digit translation is not recommended when the

application will be used as a hunt group announcement or overflow station on telephone systems in which the hunt group calls can be pulled away from the announcement/overflow station when a hunt group member becomes available. For an alternate method of using digit translation in hunt groups, refer to the manual for your telephone system.

Page 2-6

INTER-TEL PRACTICES IVX500 INSTALLATION 8r MAINTENANCE

Issue 1, August 1994

FEATURES

4. VOICE MAIL

4.1 The Voice Mail feature allows callers to send and receive recorded messages from any station or DIME telephone. (Dial-pulse signaling is not recognized by the IVX500 System. Callers using dial-pulse phones will be routed to the IVX500 System Operator Access Destination for assistance.)

4.2 Two types of applications are combined to provide the Voice Mail feature: Non-Subscriber Voice Mail and Quick Message Retrieval.

0 Non-Subscriber Voice Mail: This application han-

dles all calls that are directed to voice mail (other than to the Quick Message Retrieval application) placed by subscribers and non-subscribers. Callers will hear the main company greeting, followed by a

menu of available options. In telephone systems

with voice computer hunt groups, internal callers will hear only the menu of options, and not the company greeting. Stations can forward or transfer calls

directly to their mailbox using this application’s extension number. This application can also be the message center for the subscribers’ stations.

CALL TO NON-SUBSCRIBER VOICE MAIL

-1

message source for the Non-Subscriber Voice Mail ports. If so, when station users to respond to message indications left by the voice mail ports, they are prompted only for their password.

MESSAGE IS LEFT IN A MAlLBOX

IVX500 leaves a message waiting indiifion atthe station designated as the message nofilbtion station for fhe mailbox,

Station USBT responds to message indkza-

tfon (presses MSG key or enters feafure

MESSAGE RETRIEVAL CALL IS PLACED TO

QUICK MESSAGE RETRIEVAL APPLICATION

(Alternate Message Source for IVX500 ports)

Sfation user is prompted for the password to hi mailbox.

4.3 Station users and outside callers gain access to the Voice Mail application in the following ways:

By dialing the telephone number or extension number assigned to the Non-Subscriber Voice Mail ap

plication

0 By being transferred to the Non-Subscriber Voice

Mail application by the automated attendant

Quick Message Retrieval: Only one Quick Message Retrieval application may be created for the system. It is usually programmed as the alternate

By being forwarded to the Non-Subscriber Voice Mail application when a called station is unavailable

0 By responding to message waiting indications and

reaching the Quick Message Retrieval application

4.4 All Voice Mail users hear recorded instructions that tell them what to do next. Users simply listen to the prompts and press the keypad key that corresponds to the desired choice. If the user does not respond immedi-

ately, a second set of prompts is played.

4.5 Most prompts are interruptible, and users can press the desired key at any time during the prompt. The prompt will then stop and the system will act on the requested choice.

Page 2-7

FEATURES

Issue 1, August 1994

MAILBOXES

4.6 Amailbox is a storage location on the IVX500 PC hard disk which stores all messages that have been di-

rected to it. (The hard disk also stores prompts, greet-

ings, and special programming.) Bach “Subscriber” (voice mailbox owner) has assigned a unique mailbox

number and password. At system default the passwords

are the same as the mailbox numbers. (For example, the default password for mailbox 101 is “101.“)

4.7 There are three types of mailboxes on the voice mail system: Standard, Receive-Only and System Administrator. There can also be Extension IDs which are stations that do not have mailboxes, but that are included in the recorded directory.

Standard mailbox features include, listening to new messages, recording, sending messages, deleting messages, and saving messages, and personal op tions. Optionally, if authorized through database programming, a subscriber’s options may include Remote Messaging.

WX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Extension IDs are used in conjunction with transferring calls through the Automated Attendant or using the Extension Directory. The extension ID allows

callers to be transferred to station extensions which do not have mailboxes and allows the station user to record a directory name and set up a password.

4.8 Multiple mailboxes and extension IDs may be created. However, there can be only one System Administrator. There can be up to 500 total mailboxes (any

type) and/or extension IDs in the voice mail system. (If a

mailbox is created for an extension with an extension ID number, the extension ID number is replaced with the

mailbox.)

B. GROUP LISTS

4.9 Group lists are programmed in the database (see

page 3-31). They are lists of mailboxes that can be used

by any Subscriber for sending messages to several mailboxes simultaneously. The information that is programmed for group lists include the following:

-1 ;i

A Receive-Only mailbox type is restricted from recording and sending messages. This type of mailbox has no access to Remote Messaging and may only listen to new messages, save or delete them and access Personal Options.

The System Administrator has all of the options a Standard mailbox subscriber has. However, additional feature options include: the ability to record and send broadcast messages to all subscribers of the voice mail system, provide mailbox and group list maintenance, and record and select Custom Recordings.

Group list description

0 Group list number

Mailboxes included in the list

4.10 Group Lists are not included in the Automated Attendant or Voice Mail of directories.

4.11 The System Administrator can record the name for a group list.

4.12 Instructions for using group lists are given on page 2-13.

Page 2-8

INTER-TEL PRACTICES

IVX500 INSTALLATION & MAINTENANCE

Issue 1, August 1994

FEATURES

C. INTERNAL MESSAGE NOTIFICATION

Message Notification Station

4.13 Each mailbox has a programmed Message Notification Station. This is usually the extension number that matches the mailbox number (associated mailbox). However, a different number can be used for the mailbox’s message notification station (non-associated mailbox). By default, the Message Notification Station number is the same as the mailboxnumber, even if a corresponding extension number does not exist.

Associated:

notification number, and mailbox number for a sta-

tion are all programmed to match and the mailbox is marked in the database as “associated,” the associated station user can forward calls to voice mail and have the call go directly to that mailbox’s personal greeting. (Even if other mailboxes use that extension number as their message notification extension.)

Non-Associated: Non-associated mailboxes have a

message notification station assignment that is an

extension number that does not match the mailbox

number. (For example, a hunt group pilot number can have a mailbox, but the message notification must be sent to a specific station so that a message

lamp can be lit or message notification signal can be

sent.) If a station user’s extension number does not match a mailbox number, and the station user forwards calls to voice mail, the caller will hear the main voice mail greeting and must enter a mailbox number.

When the extension number, message

NOTE: If there are non-associated mailboxes in the IVXXKI System, the telephone system must have the Validate Voice Mailbox feature disabled. When

enabled, this feature prevents users from dialing mailbox numbers that do not match valid extension numbers.

4.14 When a mailbox receives a message, the message notification station is signaled by one of the IVXXKI ports that is programmed for remote messaging/lamp notification. If a keyset receives a message, the MSG key is lit and the display shows that a message has been received. A single-line set will receive message waiting signals, if they are enabled in the telephone system database.

4.15 If a message notification station has more than one associated mailbox, the message indications (MSG

key lamp, display, and/or message waiting tones) will

continue until all messages from all associated and unassociated mailboxes have been heard. However, the

display does not show which mailbox received the message(s), only that the message waiting indications were received from voice mail. When the Message Notification station user responds to the message (using the feature code or key), he or she will automatically enter the associated mailbox for the extension being used and

hear the password prompt. To retrieve a message from

an unassociated mailbox, the user must bypass the

associated mailbox (press FiFl ) and enter the correct unassociated mailbox number and password. Or, the user may dial the Voice Mail access number directly,

instead of responding to the message using a feature code or key, to bypass the associated mailbox.

Page 2-9

FEATURES

Issue

1, August 1994

IVXSOO INSlXLLATION & MAINTENANCE

INTER-TELPRACTICES

D. REMOTE MlBSAGE NOTIFICATION

4.16

Remote Messaging is a subscriber feature that

can be enabled through database programming. A sub-

scriber with remote messaging can program specific telephone numbers for the voice mail system to call whenever new messages are received by the mailbox.

4.17

Remote notification calls are placed to outside numbers by IVX500 ports that are programmed in the IVX database for remote messaging/lamp notification.

The circuits connected to the ports must also be programmed in the telephone system database to have the

necessary outgoing access and toll restrictions for the trunks.

4.18 Each mailbox has a Primary and/or an Alternate notification number. The notification numbers are programmed to be accessed during specific days and times.

4.19 The voice mail system monitors subscriber mailboxes continuously. During its monitoring, if new messages have been received (or if the Pager Retry timer expired), the system will check to see if the Primary notification number is turned on. If it is, the system will check the day and time programming. If the current time is within the programmed notification day and time, the voice mail system will make the notification call. If the Primary Number is turned off or if the day or time does not match, the voice mail system will immediately make the same check for the Alternate notification number.

4.20 When the mailbox is being programmed for remote notification, message notification can be set to place the notification call for each new message or only when priority messages are received. (This defaults

“each new message.“)

4.21

Remote Message Notification can also be programmed to retry the call periodically when it encounters a busy trunk or trunk group. If the system is not able to place the call within the parameters of the programmed notification day and time (due to busy facilities or invalid programming), the mailbox will receive a message stating that the notification could not be completed (the mailbox owner will hear the message next time he or she accesses the mailbox.)

4.22 If the

mailbox

user

accesses the mailbox between the time the message is received and when remote notification is successful, the remote notification will be canceled. It is assumed that the mailbox user listened to the message when the mailbox was accessed. (However, when the Pager Retry timer expires, the remote notifica-

tion call will be placed again if the user did not take action on the message and/or another message was received.)

4.22 The programmed notification number can be an extension number or an outside telephone number.

When an outside telephone number is used, the system

will access an outgoing trunk using a remote notifica-

tion table that contains a pre-programmed trunk access

code and will be followed by a programmed access ter-

mination feature code, if needed. If the notification

number is associated with a pager, a pager dial string,

LCD number, and termination code will be sent.

4.24 If the number called is busy or does not answer,

the voice mail system will again verify the time of day

and day of week parameters.

the

Primary Number was

just called, the voice mail system will call the sub-

scriber’s Alternate number if it is enabled for the current

time and day.

neither

station can be reached, the sys-

tem will stop attempting the notification until the Num-

ber Called Busy timer expires and notification is at-

tempted again (starting with the Primary Number).

4.25 Notification calls to outside telephone numbers can be sent to a pager or to a number where a person will

answer (personal number).

If the call has gone to a pager, the voice mail system will dial the programmed Pager Answer dial string, the Pager LCD Number Display number and the Pager Termination dial string. Then voice mail system will disconnect the call.

If the call has gone to a personal number, the voice mail system will play a prompt which announces that the call is from voice mail, play the directory name or mailbox number which originated the call

and user instructions. The listener can then enter the mailbox number’s password to gain access to the mailbox and hear the message. They have three chances to enter a correct password. If the system receives an incorrect password three times, the voice mail system will disconnect the call immediately

and the attempt is considered unsuccessful. It will retry the personal number after verifying that the times and days are valid when checking the mailbox number.

4.26 The IVXXKI System can process up to two remote message notification calls outside of the system si-

multaneously.

4.27 Refer to page 2-15 for subscriber instructions on setting up remote messaging.

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INTER-TEL PRACTICES FEATURES IVX500 INSTALLATION & MAINTENANCE Issue 1, August 1994

E. SURSCRIRER USE OF VOICE MAIL

4.28 Voice Mail subscriber features include the following:

0 Listen to new messages, if any

Send a message

Listen to saved messages, if any 0 Set personal options 0 Set up remote messaging, if enabled

4.29 When a subscriber enters the mailbox, the Voice Mail application may play one of the following messages:

Mailbox almost full or full: If a mailbox is full, no

new messages can be received at that mailbox until

the subscriber deletes waiting or saved messages.

Message count: A prompt tells the subscriber how

many messages are waiting to be heard, if any, and

how many are priority messages.

Remote messaging: primary or alternate remote messaging is selected when remote messaging is enabled. It will also alert the subscriber if a programming error has been detected and/or whether it encountered busy system resources when attempting to place a remote messag-

ing call.

Access To A Mailbox

4.30 A subscriber can access his or her mailbox by following these steps:

(1) Dial the Voice Mail application access number.

(You hear the main menu.)

(2) During or after the greeting, press

yourself as a subscriber.

(3) Enter your mailbox number and personal pass-

word.

prompt

will indicate whether

to identify

Initializing A Subscriber Mailbox Or Extension ID

4.31 The first time a subscriber uses Voice Mail, he or she must customize the mailbox. System prompts will instruct the subscriber to:

Change the default password number (same as the mailbox number) to a personal password.

Record a name to identify the mailbox owner in the company directory. (Directory names can be up to 1 minute in length.)

Listen to the Voice Mail application introduction. (You cannot skip this introduction. lf you exit without listening to it, the introduction will play again the next time you access your mailbox.)

To IMIZAUZE A i’&ILBOX OR EXTENSION ID:

432

Dial the Voice Mail application access number.

(1)

(You hear the main menu.) press

(2)

Enter your mailbox number and default pass-

(3)

word. (Your default password is your mailbox number.)

Choose and enter a new password using digits

(4)

O-9 (up to 12 digits). Then press word is played back.

If you do not

press the

(5)

if you wish to re-enter your password. and go back to step 4.) The system prompts you to record your directory name.

After the tone, record

(6)

When finished, press # press

(7)

to replay the name ou just recorded, 2 to add to your message, or 3 to erase and re-record it.)

A prompt plays that introduces you to basic

(8)

Voice Mail features.

to identify yourself as a subscriber.

want

to use a passworrl,

key to accept the entry. (Or press

our first and last name.

again to accept the name. (Or,

. Your pass-

press

ress

Page 2-11

4.33

Once your mailbox is initialized, you may use any of the mailbox features provided. To record a personal greeting, or to change your password or directory name, refer to paragraph 4.37 on page 2-14.

FEATURES

Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Listening To Messages

There are two types of voice mail messages:

4.34

New Messages are messages that you have not yet

heard, including Broadcast Messages from the System Administrator and system-sent messages. They are played in the order they that messages marked “priority” are played first. Some special messages that may be played include

the following:

- Message system message will be played when the recipient has listened to the message.

- Security violation: The voice mail system has an extra security measure built in which informs a subscriber, after they have logged into their mailbox, whenever three invalid attempts have been made to access their mailbox within a single call. This announcement message will be sent to the affected mailbox each time this situation occurs. It is received as a new message and is accompanied by a message envelope.

0 Saved Messages are messages that you previously

listened to and saved. You can play them back, as necessary, in the order they were saved.

Whenever you access Voice Mail as a subscriber,

435 you are told how many new and saved messages you have. From the Main Menu:

(1) Press

OR, Press

(2) The system plays each message in the queue se-

lected, preceded by an “envelope” that tells you

the information you have enabled in Personal Options. While you are listening to a message, you can use the following options:

receipt:

to listen to your new messages.

Press

message. (The amount of time is determined by the Replay/Forward/Rewind Increment timer.)

If a certified message is sent, a

to listen to your saved messages.

to back up while listening to a

were

received, except

Press

to pause (for the length of the data-

base-programmed Pause Voice Mail timer). To continue listening, press any key. To exit without completing the message, press

Press

to skip ahead while listening to a message, or skip to the next message if a message is not playing. (The amount of time is determined by the Replay/Forward/Rewind Increment timer.)

Press H to play the message envelope again.

Press

to raise the volume.

Press

to lower the volume.

Press

to skip to the end of the recording.

(3) When the message has finished playing, you

have the following options: a.

Press

to replay the message from the be-

ginning.

Press

to reply to the message (unless it was a system-sent message or from an outside telephone number).

provided for receive-only mailboxes.

Press

to forward a copy of the message to another subscriber, along with your introductory comments. (If the message was marked “private” when it was sent, you cannot forward it.)

this option.

Press

Press H to pla y the message envelope again. Press

Press

mailbox for future action.

Press mailbox. (If you want to reply to or forward a message, do this before you delete it. Deleting a message completely removes it from your mailbox.)

Receive-only mailboxes cannot use

to listen to the previous message,

to listen to the next message.

to save the new message in your

to delete the message from your

This option is not

Page 2-12

INTER-TEL PRACTICES

IVX500 INSTALLATION & MAINTENANCE

Issue

FEATURES

August 1994

Sending A Message

As a subscriber, you can record and send voice

436 messages to other users or to group lists from the subscriber Main Menu. Follow these steps:

Dial the Voice Mail application access number.

(1)

(You hear the main menu.) During or after the greeting, press

(2)

yourself as a subscriber.

Enter your mailbox number and personal pass-

(3)

word. When ou hear the Subscriber Menu prompt,

(4)

press 2 to send a message.

Dial the desired mailbox number or group list

(5)

number.

you

directory to locate and select the mailbox. See page 2-20 for directory instructions. Croup lists are not included in the directory.

that the mailbox cannot receive messages. However, it will allow you to leave a message at another mailbox. Leave your message with another subscriber or try again later.

After hearing the subscriber’s name, press

(6)

accept it. When you hear the tone, record your message.

(7)

NOTE: If the system detects silence for longer

than 5 seconds, it will prompt you to speak up.

The recording, if any, will remain unchanged.

Topause while recoiling,

press any key. (The pause length is determined by the Pause Voice Mail timer.)

If you do not know the mailbox numbel;

can press pound (#) to access the company

the

mailbox

is fill,

a prompt will notify you

press a. To continue,

to identify

To erase your message,

Ifyou erceed the maximum allotted time for message length,

you tore-record the message or send the message as it is.

If Voice Mail is

that it cannot accept your message. Hang up and

try again later. To send the message, hang up. Or, press

(8)

go to the next step. To use

You can perform one steps:

Press (This prevents the recipient from forwarding it to other subscribers.)

Press (When a certified message is heard by the recipient, you will receive a receipt notice.)

Press (This will place your message ahead of all other waiting

box.) Press Press

to mark the message certified, private, and/or priority, do so before completing this step.)

After the message has been sent, you may choose

(9)

either of the following options:

Press to send the message to another destination.

Press

a prompt will notify you, and allow

full,

the special delivery options,

to mark the message “private.”

to mark the message “certified.”

to mark the message ‘priority.”

messages

to cancel delivery options.

to deliver the message. (If you wish

and enter another mailbox number

to return to the Main Menu.

press

a message will notify you

or more

of the following

in the receivingmail-

press

and

Page 2-13

FEATURES

Issue 1, August 1994

IVXSOO INSTALLATION % MAINTENANCE

INTER-TEL PRACTICES

Personal

4.37 mailbox. Each subscriber’s mailbox has the following personal options:

4.38

Options

Personal Options allow you to customize your

Greetings: Your

played to callers when they reach your mailbox. You can change your primary greeting at any time to reflect a change in status and/or record and enable an alternate greeting. al greeting, the default system greeting will be used.

NOTE: There is a database option called “Play Recording Instructions” that affects mailboxgreetings. Ifthis option is enabled, the system prompt that tells the caller to leave a message after the beep will play after the primary or alternate greeting. If disabled, the beep will occur as soon as the primary or alternate greeting ends. In the default state, this option is enabled. For programming information, refer to

pages 3-39 and 3-44 in PROGRAMMING. Directory Name: Your recorded name is used to

identify you in the directory and to verify your mailbox number when messages are addressed to you by non-subscribers and other subscribers. Although your name is recorded when you first set up your mailbox, you can change it at any time.

Password: Your password is used to prevent unau-

thorized access to your mailbox. Although you create a personal password when you first set up your mailbox, you can change it at any time.

Message Envelope Contents: Each message is preceded by an Yenvelopen message that can include time/date the message was left, the source of the message, and the length of the message. You can choose the contents of the envelope that is played before each message or disable the envelope com-

pletely. (Even if the envelope is disabled, the sub-

scriber can still enter the code to play the envelope

when listening to the message.)

TO PROGRAM PERSONAL OPllONS:

primary or alternate greeting is

you

elect not to record a person-

(5) To change your personal greeting, press m.

You

have the following options:

Press

to record and/or enable your primary personal greeting or enable your alternate greeting. The system plays your current greeting. To re greeting, you can press jiJ. Press and re-record your greeting as follows:

1. Record your greeting after the tone, then press

2. Press (Or, you can press 1 to replay your

eeting,

3 to erase and re-record your greet-

b ing.)

Press

box greeting. The system greeting is automatically enabled.

Press

ing.

(6) To change youi recorded directory name,

press

a. After the tone, record your first and last

name, then press

b. Press

(7) To change your password,

name. name, erase and re-record your name.)

Choose and enter a new password using digits O-9 (up to 12 digits).

use a passwoni,

Press

Press (Or, press 3 if you wish to re-enter your password.)

Or, press

2 to add to your name, or press

. Your password is played back.

again to acce

to enable the system default mail-

to exit without changing yourgreet-

again to accept your recorded

skip this step.

to accept the password as entered.

to record and/or

lay the

3 to erase

t your greeting.

to add to your greeting, or

to replay your recorded

press

Zfyou do not want to

j,.

:’

Dial the Voice Mail application access number.

(1)

(You hear the main menu.)

During or after the greeting, press

(2)

yourself as a subscriber.

Enter your mailbox number and password.

(3)

When

(4)

press 4 to select the Personal Options Menu.

You may then do any or all of the following steps.

ou hear the Main Menu list of options,

to identify

Page 2-14

To change your envelope contents,

(8)

prompt plays to tell you the current status of your envelope contents.

a. To enable or disable the time/date option,

press

. A prompt plays to tell you the cur-

rent status of the time/date option.

b. To enable or disable the message source op-

tion, press a. A prompt plays to tell you the current status of the message source option.

press a. A

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

To enable or disable the message length op tion, press a. current status of the message length option.

To enable all options, press a. A prompt tells you that all options are enabled.

To disable all options, press tells you that all options are disabled.

To return to the Personal Options menu, press

I3 Press

g .

Setting

439

2-10. To set up the remote messaging parameters, follow the procedure given below.

4.40

Remote messaging is described in detail on page

TO SET UPREMOTE MESSAGING:

Dial the Voice Mail application access number.

(1)

(You hear the main menu.)

During or after the greeting, press

(2)

yourself as a subscriber.

Enter your mailbox number and personal pass-

(3)

word. (If message forwarding is enabled, the prompt will remind you.)

When

(4)

press

Press

(5)

tells you what your current remote messaging status is. (If desired, press sonal Options Menu.)

tered.

Remote Messaging

ou hear the Main Menu list of options,

5 to select the Remote Messaging Menu.

to set up a Primary destination, or press

to set up an Alternate destination. A prompt

prompt

to accept the personal options as en-

plays to tell you the

. A prompt

to identify

to return to the Per-

Issue 1, August 1994

(6) You

(7) The options prompt returns. Either select another

have the following options:

Press

to turn remote messaging on or off. If turning it on, press fication or press ber notification. Then, press notify you for any new message or press to have it notify you on priority messages only. NOTE: You cannot enable remote mes-

saging until a telephone number has been programmed.

Press

to set up or change the telephone number. Then enter the telephone number followed by verification.

Press when prompted, enter the time at which you wish to have the message notification start and stop. Enter the times with two digits for

the hour and two digits for the minutes. If entering the time in 12-hour format, you will be prompted to press PM. NOTE: If you wish to have 24-hour notification, program the starting and ending times to be the same.

Press

mote messaging. Then fess

ing

Monday-Friday,

select individual days. If you selected indi-

vidual days, you will be prompted to press digits l-7 which correspond to the days Sunday through Saturday. Your select will be played back.

option, as described above, or press the settings and exit.

to set up the time of day. Then,

to set up the days of week for re-

to enable

. It will play back for your

for AM or press

for all days, or

FEATURES

to enable pagernoti-

rsonal num-

to have it

for messag-

to save

for

Page 2-15

FEATURES

Issue 1, August 1994

NON-SUBSCRIBERUSEOFVOICEMAIL

4.41

Callers who do not have a subscriber mailboxcan leave messages for subscribers. Also, Subscribers can use this method for leaving messages without accessing their mailboxes. If a non-subscriber message is left using a station with an associated mailbox, the receiving mailbox Subscriber can reply to the message, if desired, and the reply will be sent to the caller’s associated mail-

bOX.

IVX5OOINSTALLATlON&MAINTENANCE

INTER-TELPRACTKES

Leave your message with another subscriber or

try again later.

After hearing the subscriber’s greeting and a

(3)

tone, record your message.

To call the attenaknt, To pause while recording,

will tell you that the recording has been stopped. To continue, press any key except a.

press

press a. A prompt

4.42

Non-subscribers can gain access to the voice mail system through the automated attendant (by dialing the Voice Mail application extension number), through a call transfer, by placing an intercom call to the Voice Mail application extension number, or by being forwarded to voice mail.

Leaving A Message

4.43

TO LEAVE A hZSSAGE AS A NON-SUBSCRIBER:

(1)

Ifyou hear the voice mail Feting or menu,

the desired mailbox number. If you do not know the number, you can press pound (#) to access the mailbox directory to locate and select the mailbox. See page 2-20 for directory instructions.

If you hear a subscriber’s personal mailbox greeting,

(2)

If the mailbox

that it cannot receive messages. However, it will allow you to leave a message at another

skip this step.

is full,

a prompt will notify you

dial

mailbox.

To erase and re-record your message,

To cancel the recoding and return to the main meny

press

Ifyou exceed the maximum allotted time for mes-

sage length,

you to re-record the message or send it.

If Voice Mail isfil&

that it cannot accept your message. Hang up and try again later.

When you have completed your message, you

(4)

have the following options:

If you are satisjied with your message,

OR press step 1.

If you wish to hear your message, If you wish to add to your message,

continue your message as described in step 3.

To erase and re-record your message,

a prompt will notify you and allow

a message will notify you

for additional options and return to

press a.

press

hang up.

press

and

Page 2-16

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

Issue 1. August 1994

FEATURES

G. SYSTEM ADMINISTRATOR FEATURES

4.44 The

special features that are not provided to Subscribers. The System Administrator mailbox has all standard sub-

scriber features plus the ability to do the following:

Record a Broadcast Message Perform Mailbox and Group List Maintenance Create and select custom recordings (voice mail

company greetings, auto attendant recordings, call routing announcements, and hunt group overflow

and announcement station recordings).

4.45 To enter the System Administrator’s mailbox, the System Administrator dials the Voice Mail access number, presses S stem Administrator’s mailbox number, then presses

_S_ to reach the System Administrator Menu. (There is

not a prompt for entering the

Broadcast Messages

4.46 The System Administrator has the ability to make a single recorded message and send it to all Stan-

rl.+rl .nrl

..“.” YI... a.--a. “--An‘, YYkr.x\rl&_B ans~..LN~“.z. \Y.%&bm-

sion IDs do not receive Broadcast Messages.)

4.47

(1)

(2)

(3)

(4)

(5)

(6)

voice mail System Administrator can use

to access the main menu, enters the

RP,.P;vP_~~~Y c~~ha.Aw.r ms:lFmvoc /F;.rt~n_

TO RECORD A EROADcAsTMESX4GE:

Dial the Voice Mail application access number.

(You hear the main menu.)

During or after the greeting, press a to identify yourself as a subscriber.

Enter the System Administrator mailbox number

and password.

press

to access the System Administrator’s

Menu. When you hear the S stem Administrator Menu

list of options, press sage.

Record your message.

Topause while recordin , press a. To continue,

press any key except Q

To erase and re-record your message, Ifyou exceed the maximum allotted time for mes-

sage length,

you to re-record the message or send it.

If Voice Mail

that it cannot accept your message. Hang up and try again later.

a prompt will notify you and allow

1 to send a broadcast mes-

fill,

a message will notify you

press

(7) When you have completed your message, you

have the following options:

Zf you are satisfied with your message,

OR press

Zf you wish to hear your message, Zf you wish to aail to your message,

continue your message as described in step 6.

To erase and re-reconi your message,

Mailbox/Group List

4.48

Using the System Administrator’s mailbox, the administrator may provide basic voice mail mailbox and group list system maintenance. This maintenance includes the following:

Record the name of a standard subscriber mailbox, extension ID, or a group list.

Record the mailbox greeting and set personal op tions for a subscriber mailbox.

Set the password for a subscriber mailbox or extension ID.

4.49 The System Administrator does not need to know the Subscriber’s password to

subscriber mailbox.

4.50

PERFoRMMAILBoxIcROUP WST~NTENANCE:

Dial the Voice Mail application access number.

(1)

(You hear the main menu.) During or after the greeting, press fl to identify

(2)

yourself as a subscriber.

Enter the System Administrator mailbox number

(3)

and password. press

(4)

Menu.

When you hear the S stem Administrator Menu

(5)

list of options, press 2 to access the Mailbox/

Group List Maintenance option.

Dial the mailbox, extension ID, or group list

(6)

number to be accessed.

Zf programming a mailbox or extension ZD, you

hear the Personal Options menu. Follow the

instructions on page 2-14 to program the person-

al options (name, password, message envelope,

or greeting) for the selected mailbox.

Ifprogramming a group list,

any is played. You are prompted to enter a name.

After the tone, record the name for the selected

list or ID. When you are finished, press a. Then

press

to replay the name you just recorded,

and re-record it.)

for more options.

Maintenance

nerfnmn m.hltenrnPe nn I

y.o”““‘II.“.I..~~.“Y- -1. .

to access the System Administrator’s

the current name if

again to accept the name. (Or,

hang up.

press

press a.

ress

3 to erase

and

Page 2-17

FEATURES

Issue 1, August 1994

IVX500 INSTALLATION 81 MAINTENANCE

INTER-TEL PRACTICES

Custom Recordings

4.51 The System Administrator can create and select up to 50 custom recordings (voice mail company

greetings, auto attendant greetings, call routing announcements, and bunt group announcement/overflow recordings). Each recording has an assigned number. Numbers are then assigned to specific applications using the System Administrator’s mailbox or through database programming.

432 Any recording number (01-50) can be assigned to any IVX500 System application. In the default state, Recording 01 is automatically defaulted to play the system-provided Voice Mail main greeting and Record-

ing 02 is reserved for the Automated Attendant main greeting. The default recordings can be changed, but will be returned to system-provided values if the system

is defaulted. A single recording may be used for multiple applications.

4.53 After making the required recordings, the System Administrator must determine which ones play dur-

ing the telephone system’s day and night modes of op-

eration. This can be done from either the System

Administrator’s mailbox or through database programming.

4.57 To (1) Dial the Voice Mail application access number.

(2) During or after the greeting, press

(3) Enter the System Atrnp mailbox number

(4) press

(5) When you hear the S stem Administrator Menu

(6) When prompted, enter the desired recording

RECORD CUSTOIURECORDLNGS:

(You hear the main menu.)

to identify

yourself as a subscriber.

and password.

to access the System Administrator’s

Menu.

list of options, press h 3 to select the Record Cus-

tom Recordings option.

number (01-50). If a recording exists, it is

played. If not, go to the next step.

To hear the recording again, press a.

If you wish to leave the reconiing unchang4

press

If you wish to re-record the recording,

and continue to the next step.

press n

4.54 The System Administrator must enter a valid two digit recording number (or a single digit followed by

for recordings l-9) before a custom recording can be made. If a valid number has been entered and a previous recording exists, the IVX500 System will play it. (This

includes the two standard default greetings.) When no

recording is associated with recording number, the Sys-

tem Administrator will be prompted to create a record-

ing.

4.55 Once the recording is installed it replaces any

previous recording. The only recordings that can be retrieved are system default recordings 01 and 02. They

can be retrieved by defaulting the IVXSOO System. If a

recording has been previously made but the System Administrator chooses to make a change to it, the lVX500

System will play the current recording before offering the option of accepting it as it is, replaying it or erasing

and re-recording it.

4.56 The maximum recording time for each custom recording is determined in database programming when the maximum greeting lengths are established for all

subscribers.

(7) When prompted, record the greeting or message.

Topause while recording,

press any key.

If you exceed the maximum allotted time for re-

cording length,

low you to re-record or save it.

IftheIKX5OOPCdiskisfill,

you that it cannot accept your recording. Hang

up and try again later.

(8) When you have completed your recording, you

have the following options:

If you are satisfied with your recording,

OR press

If you wish to hear your recording, If you wish to a&i to your recording,

and continue your recording as described in step

To erase and re-record your reconfing,

a prompt will notify you and al-

for more options.

press

. To continue,

a prompt will notify

hang up.

press jiJ.

press

page 2-18

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

Issue 1. August 1994

FEATURES

4.5% TO

APPLlCATlONEXlENSIONNUhfEERS:

0) (2)

(3)

(4)

(5)

ASSIGN CUSTOM RECORDINGS To SPECIFIC

Dial the Voice Mail application access number. (You hear the main menu.)

During or after the greeting, press

yourself as a subscriber. Enter the System Administrator mailbox number

and password.

press

to access the System Administrator’s

Menu. When you hear the S stem Administrator Menu

list of options, press

tom Recordings option.

to identify

4 to select the Select Cus-

(6) When prompted, enter the extension number of

the application to be programmed. (For example, if us&s dial 299 to rekhkoice Mail, enter 29% to program the Voice Mail greeting.) Or, press to exit to the System Administrator menu.

(7) When prompted, select whether the recordin

will be played during day mode (by or during night mode (by pressing 2

(8) When prompted, enter the desired recording

number (01-50). If a recording exists, it is played. (If not, you hear a warning that the recording has not yet been made.)

(9) If it is the correct recording, press a. Return to

step 6.

ressing

I )

0”

Page 2-19

FEATURES

Issue

1, August 1994

IVXSOO INSTACLATION % MAINTENANCE

INTER-TEL

PRACTICES

5. DIRECTORIES (AUTOMATED ATTENDANT, CALL ROUTING ANNOUNCEMENT, AND VOICE

MAIL)

5.1 There

abled (or disabled) in the system: Voice Mail and Automated Attendant.

0 The

scribers, their recorded names, and mailbox

bers.

0 The Automated Attendant Directory, provided to

all Auto Attendant callers, is a list of all mailbox subscribers and extension ID owners and their recorded names.

5.2 The directories can be selected in the following ways:

From the Voice Mail or Automated Attendant

main menu: press the

Using a Call Routing Announcement application: press

rectory access.

0 As

cess the directory whenever they are prompted to enter a mailbox number.

5.3 If a directory is disabled or empty because no names are recorded for any of the system’s mailboxes

and extension IDS, callers will not hear the prompt that

allows access to the directory. However, the caller will be instructed that the selection is invalid and returned to the initial instructions.

5.4 Recorded names are added to the directories during mailbox or extension ID initialization. If the mailbox or ID is not initialized, the directory will include only the mailbox number or extension ID number.

(Group

5.5 The caller uses the keypad keys to enter the name. The application then plays the closest matching directo-

name

Once the name has been played the system will return a menu of options, including the following:

Listening to the previous or next name in the directory

Listening to additional information (This option is not available if the mailbox or extension ID number has been classified in the database as a “Private” number.)

Spelling a new name

are two types of directories that can be en-

Voice Mail Directory is a list of mailbox sub-

num-

key.

the Digit Translation digit designated for di-

a Voice Mail Subscriber: Subscribers

Lists

are not included in either type of directory.)

that corresponds to the digits entered by a caller.

can ac-

0 Changing from a last to first name search mode

Accepting the name

LOCATING A NAME

Entering A Name

5.6 Callers use a method called Quick Spell. To use Quick Spell, callers press a single digit key on the telephone dial pad for each letter or character entered. For example, keypad key H shows ARC, key DEF, etc. To enter JONES, you would press

5 6 6 3

I30000 keys: for “Q” press 0 7 , for “Z” press @, for punctua-

tion marks press the 1 key.

5.7 Alter the digits have been entered, the caller presses

application plays the name that most closely matches the digit(s) that were entered. If entering any digits, the caller will hear the first name in

the directory.

5.8 If a user presses name, the system will play a helpful prompt instructing the caller how to enter a name.

Changing The First/Last Name Search

5.9

Each directory can be programmed to be organized by last name or by first name. Callers accessing a directory receive system voice prompts that ask them to enter the first or last name of the person for whom they wish tc leave a message.

Listening

5.10

ten to the previous name in the directory by pressin

To listen to the next name, the caller can press

5.11 The directory lists are circular. That is, when the end of the list is reached, the next name played will be the first name in the directory. Or, if the caller scrolls past the beginning of the list, the “previous” name played will be the last name in the directory.

B. ACCEPTING A NAME

5.12 When the caller is using

and accepts a name, the caller is transferred to the corresponding mailbox. There the caller will hear either the subscriber’s recorded greeting, recorded directory

name, or, if no recording has been made, the “mailbox number XXX is not available” prompt. The caller can then record a message.

7 .

Some charactersare notshownon the

to begin the search. The Automated Attendant

is pressed without

at any time while spelling a

To The Next/Previous Name

After a name has been played, the caller can lis-

the Voice Mail feature,

shows

Page 2-20

INTER-TELPRACTICES IVXSOO INST4LLATION % MAINTENANCE

the

5.13

feature, and accepts the name, the caller is transferred to the selected destination (station

able.

not available, the caller is sent to the associated mail-

box, if one exists.

REQUESTING

INFORMATION

5.14 caller has the option of requesting additional information. When requested, mailbox number, extension number, and name are played (if the number is not private and/or unlisted).

5.15

programmed as “Private” in database programming. A

Private number is included in the directory and can be

dialed by a caller who knows the number, but the

associated mailbox and extension number information are not available to the caller; only the name is played.

5.16 grammed as “‘Unlisted.” That means that the number will not be included in the directory, but can be dialed if the caller knows the extension number.

caller is using the Automated Attendant

mailbox)

a station

After a name is selected from the

Individual mailboxes and

Mailboxes and extension IDs can also be pro-

extension

ADDITIONAL

is dialed and the destination is

extension IDs can be

if it is avail-

directory, the

Issue

1, August 1994

USING THE DIRECTORIES

5.17

USE A DIREClORX:

Dial the

(1)

recorded system greeting or main menu.) Press

(2)

application.

Use the keys on your

(3)

sired name, then press

from the akctory without selecting a name,

press The Voice Mail application will play the selected

(4)

name. Do one of the following:

To accept the name, press a. To hear

III.

To hear additional information for the selected

name (if allowed), To hear the nert name in the directory, To spell a dfferent name,

step 3.

To switch thejkdast nnme sort order;

Voice Mail access number. (You hear the

to access the Directory Services

hone to enter the de-

tele

. (If you wish to exit

or hang up.)

the

name in the directory,

press

FEATURES

press

and repeat

press

Page

2-21

lNTER-TELPRACTICES IVX500 INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

CONTENTS

Introduction ........................................................

1. Plan The Programming Session

Microsoft Windows

How To Use The Programming Windows

‘I&t

Box

......

List Box

........................................................

c. Drop-Down List Box D. Command Button

Option Button

E. E Check Box

Items That Cannot Be Selected -Dimmed Items

Hourglass Symbol Cursor

Managing Multiple Windows

Using The Help Utility

System Set-Up For Programming

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- -

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A Installing The Programming Software B. On-Site Programming

C. Stand-Alone Programming

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D. Remote Programming Via Modem E. Password

Inter-Tel Logo Window

Database Programming Menu Window

. Window Header Commands

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B. Access To Programming Areas

Applications Programming . Creating Applications

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B. Programming An Application C. Deleting Applications D. Port Programming

Extension ID Programming

10.

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. Programming An Extension ID B. Creating Extension IDS

C. Deleting Extension IDS Group Lists

11. Mailbox Programming

12.

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. Creating Or Changing A Mailbox Number

B. Batch Creation Of Mailboxes C. Deleting Mailboxes

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D. Clearing Mailbox Messages E. Programming A Mailbox

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PAGE

3-2

3-2 3-2 3-3

3-3 3-3 3-4 3-4 3-5 3-5 3-5 3-5

3-5 3-6 3-8

3-9 3-10 3-10 3-10 3-13

3-14 3-15

3-15

3-15 3-17

3-20 3-21 3-24 3-25

3-27 3-28 3-29 3-30

3-31 3-35

3-36 3-36 3-37 3-38 3-39

Page 3-l

PROGRAMMING Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

CONTENTS

13. Miscellaneous Information . Auto Attendant Information

B. Custom Recordings C. Disk Usage Statistics

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...................................... 3-47

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D. Remote Notification nbles ........................................

E. Subscriber Summary Statistics

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. Telephone System Interface .......................................

G. Timers .........................................................

H. Voice Mail Information

14. Reports

15. System Maintenance

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A. Dial-0 Destination Programming B. Day Mode Programming

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......................................... 3-65

C. Passwords ......................................................

D. Save And Restore

1. INTRODUCTION

1.1

This section of the Inter-Tel lVX500 System manual explains how to program the system. Programming functions are divided among several “windows” so that specific features can be programmed easily.

NOTE:

IVXSOO System to receive technical support.

Programmers must be properly certified on the

................................................

soft Corporation. An extension of the MS-DOS operating system, look and feel to Database Programming and all other windows applications.

3.2 The Database Programming package contains all the software necessary to run Database Programming. You must run Database Programming under

windows

Micmsoji Wmdows

version 3.1 or higher.

PAGE

3-46

3-48 3-49 3-50 3-52 3-53 3-54 3-57

3-63 3-64

3-66 3-67

gives a standard

Micmsofi

“‘1

;.J

2. PLAN THE PROGRAMMING

SESSION

2.1

Determine the features that need to be programmed to meet the customer’s needs. Then refer to the specific programs and program planning sheets. For example, when programming an application, refer to the programming information on page 3-17 and the program planning sheet on page 3-68.

2.2 For detailed programming instructions for pro-

gramming the various IVXSOO applications, refer to the APPLICATION AND TELEPHONE SYSTEM SETUP section.

3. MICROSOFT WINDOWS

NOTE: The following information is provided by Microsoft, regarding their licensing policies.

Database Programming operates in a graphics en-

3.1 vironment called

Microsoft Windows,

created by Micro-

3.3

With

Microsofi windows, you

of these additional features of the windows environment:

Running multiple applications: You can

al applications under l%a’ows at one time and easily switch between them, creating an integrated work environment.

Data exchange between applications: You can

transfer data between Database Programming and other standard DOS applications as well as other windows applications.

windows the l%dows environment you have easy access to all J$&fows and non-Windows applications, files, directories, and disks, and control all DOS-related tasks such as directory or file management and formatting disks.

3.4 To run Database Rogrammingwith other applica-

tions under

install

control of the DOS environment:

Microsoft Windows, you

Micmsofr Wndows

version 3.1 or higher.

can take advantage

run sever-

From

need to license and

Page 3-2

INTER-TRL PRACTICES IV3300 INSTALLATION % MAlNTENANCE

PROGRAMMING

Issue 1, August 1994

4. HOW TO USE THE PROGRAMMING WINDOWS

4.1 The database is divided up into “windows” that permit the programmer to view and change the system programming one section at a time. Each of the programming windows contains boxes and/or buttons for selecting and entering specific information. These include: Text Boxes, List Boxes, Drop-Down List Boxes, Command Buttons, Option Buttons, and Check Boxes. Samples of each are shown in the

4.2 To move among items in a window, you may use

the TAB key, ALT key, or mouse, as follows:

Using the TAB key: Press the TAB key repeatedly until the desired area is highlighted by a gray box and a dark outline or filler. To move in reverse, press the SI-IIFI and TAB keys at the same time.

Using the ALT key: Pressing a combination of the ALT key and the underlined character allows you to move directly to the desired area. (For example, in the following sample Text Box, you would use ALT-D because the “D” in Description is underlined).

Using a mouse: To select an item, simply place the mouse cursor on the desired item and click the left button.

following paragraphs.

4.5 To correct mistakes made while entering informa-

tion or to erase existing information, use the backspace

or delete key and retype the entry.

4.6 To select a text box, follow the instructions in

paragraph 4.2. When the cursor appears in the box, you

can begin typing.

4.7 The system recognizes both upper- and lower-case

characters. When typing, you may use either case or a

combination.

LISTBOX

EzxAImLEj

48 The list box is used for several purposes, as follows:

Typed information: When programming items such as timers, the list box shows the current values. Whenever an item in the list is (re)programmed, the

list box shows the new information.

A. TEXTBOX

ExAMPLEi

Description:

4.3 A text box is used when the requested information requires typing. The vertical line is the cursor that indicates where text will be inserted. As you type, the line moves to the right, pushing any existing text to the right. The line can be moved right or left using the arrow keys on the keyboard or by pointing the mouse cursor at the desired place and clicking the left button once.

4.4 If the contents of the box are highlighted (in reverse video) when you begin typing, the contents are replaced with the new information. You can erase the entire contents of a text box by highlighting the text and then pressing the backspace or delete key. To overwrite the current information, start entering new information.

Page

Include/Exclude lists: Some programs require you

to list the applications, mailboxes, or extension IDS

that are on “include” or “exclude” lists. To move an

item from one list to the other, highlight the desired

item and select the appropriate command button. It

is automatically moved or copied to the other list.

4.9 There are several methods for highlighting a line in a list box. They are as follows:

Mouse: To select an item, simply place the mouse cursor on the desired item and double-click the left button.

Arrow keys: Use the up or down arrow key to move the highlight bar.

HOME, END, PAGE UP keys: You

the top of the list, or the END key to move directly to the bottom. The PAGE UP and PAGE DOWN keys move up or down the list one screen at a time.

can use the HOME key to move directly to

and

PAGE DOWN

3-3

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

First letter or digit of desired item: When a list is

presented in alphabetical or numerical order, you

can quickly move to the first item beginning with a specific letter or number by entering that character. For example, for a list of timers by name, you can move to timers that begin with “D” by pressing the D key. You can then scroll through those entries by

pressing the selected letter repeatedly. That is, each

time you press the D key, the highlight bar scrolls to

the next entry that begins with “D.”

Scroll bar: When the list contains more items than can be shown in the list box, there will be a scroll bar along the right edge of the list box. It is made up of a band with an arrow at each end and a small box (as shown in the List Box example). The box shows the current position in the list. The band is a scroll bar and it is used, with the mouse cursor, to move through the list. Point the cursor at either of the arrows and click the left button to move one line at a time, or point the cursor at the box and hold down the left button. Moving the mouse “drags” the box up or down and scrolls through the list.

4.10 To program a highlighted item in the list box, select an appropriate command button (like the Program

command button shown in several windows) in the window. Or, if using a mouse, double-click on the list box item to gain access to the programming window.

C. DROP-DOWN LIST BOX

ExAMPLJ5

4.12 To open a drop-down list box, do one of the following:

Mouse: Point the cursor at the arrow and click the left mouse button. Scroll through the list as de-

scribed above for list boxes. To close the box, point

to the arrow and click again.

Keyboard Commands: Highlight it and press ALT-*. To close the box, press ALT-4. To scroll

through the list without opening the drop-down box, highlight the box and press + and 4.

4.13 When scrolling through the list, you cannot “wrap” to the beginning of the list after reaching the end (or wrap to the end from the beginning). The list is linear and will stop when you reach the beginning or ending entry.

D. COMMAND BUTTON

EXAMPLE2

4.14 Selecting a command button executes a single command or allows access to another window. If the command is followed by an ellipsis (...), it will call up a window. To select a command button, do one of the following:

Mouse: Place the mouse cursor on the desired com-

mand button and click the left button.

4.11 When selected, a drop-down list box becomes a

list box as shown below. To select an item, use the up or down arrow key to move the highlight bar. When dese-

lected (closed) the list box will show the chosen option.

Page 3-4

TAB key: Use the TAB key to advance to the command button and to

highlight

it. Then press the

SPACE BAR or RETURN to select it.

ALT key: Press the ALT key plus the underlined

character. (In the sample above, you would use ALT-P to execute the hogram command).

NOTE: The OK and Cancel command buttons do

not have underlined letters. To quickly select Cancel, you may press ESC. For OK, you may press ALT-ENTER.

4.15 Frequently, a command button is highlighted by a dark border while you are programming in a window. If so, pressing the RETURN key will execute that command automatically. You do not need to TAB to the button first.

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

E. OPTION BUTTON

+ Qatabase & Voice Prompts

System Prompts

4.16 Option buttons are used when there are two or more options for a feature and you can choose only one.

The options are shown in a list and the buttons are lo-

cated along the left. Selecting the desired button places a dot in it to show which option was chosen.

4.17 Option buttons can bc selected using one of the following methods:

Mouse: Place the mouse cursor on the desired op tion button and click the left button.

TAB key: Use the TAB key to advance to the list of options. Then use the up or down arrow key to move the dot to the desired button.

ALT key: Press the ALT key plus the underlined character to move the dot to the desired option. (ln the sample above, you would use ALT-D or AUT-P.)

G. ITEMS THAT CANNOT BE SELECTED -

DIMMED ITEMS

4.20 If an item in a window appears in a dimmed color, it cannot be selected unless an associated item is selected. For example, in the Create Applications pro-

gramming window shown on page 3-20, the Quick Message Retrieval option is dimmed and cannot be se-

lected if a Quick Message Retrieval application already

exists (there can be only one per system).

H. HOURGLASS SYMBOL CURSOR

4.21 Occasionally, the system will change the cursor

to an “hourglass” shape. This indicates that the system is performing an internal operation and cannot respond to input. Wait for the cursor to return to normal before entering more information.

I. MANAGING MULTIPLE WINDOWS

4.22 One of the most useful Windows features is the ability to have several windows open simultaneously.

Refer to your Windows user manual for detailed in-

formation on running multiple applications, minimizing

windows, arranging icons, and arranging windows.

CHECK BOX

EXAMPLE3

Unlisted Number

4.18 Check boxes are used when an option is available that has only two states (on/off, enabled/disabled, or yes/no). When the box is selected, a check mark is placed inside it to indicate an affirmative state (on, enabled, or yes). Selecting a box that already contains a check mark, removes the check mark (off, disabled, or no).

4.19 Check boxes can be selected using one of the following methods:

Mouse: Place the mouse cursor on the desired check box and click the left button.

TAB key: Use the TAB key to advance to the check box to highlight it. Then press the SPACE BAR to

select

it.

ALT key: Press the AL.T key plus the underlined character to place the check mark in the box or remove it. (ln the sample above, you would use ALT-D.)

4.23 The window shown on page 3-15 has a drop down list box, labeled “Windows,” that includes the following options:

Cascade Windows: This option is used when you have several windows open. Selecting this optionreduces the size of the windows and arranges them in layers so that each title bar is visible. The active window is in front and fully visible.

Tile Windows: This option is also used for multiple windows. Selecting it reduces the size of the windows and arranges them side by side. The mouse cursor indicates the active window.

Arrange Icons: If you have one or more windows reduced to icons, selecting this option will arrange them in a row along the bottom of the screen.

List

of Open

down menu, any open database windows are listed. A check mark next to a window name indicates the currently active window. To change windows, scroll to the desired name. Note that you cannot select a window that contains information that is affected by a window already in use; you will receive an error message if you attempt to open two windows that affect the same programming information.

Windows: At the bottom of the drop

Page 3-5

PROGRAMMING Issue 1, August 199.4

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

5. USING THE HELP UTILITY

5.1 The system has an on-line Help feature that provides general and context-related information. You can easily find information on features, programming entries, and parameters. And, you can move among the topics to read information on related subjects.

5.2 Help is available from any programming window. To read the Help files, use one of the

Select the Help drop-down menu from a window header (like the one shown above) by pressing ALT-H or selecting it with a mouse. When the menu is displayed, press 0 or use the mouse to select OnLine Help to enter the Help utility or use the arrow keys, if necessary, to highlight it and press RETURN to select On-Line Help. To see an index of Help files, press I or select Index.

press the Fl key on your keyboard. This give you access to the Help file that is related to the active window in your programming session. (The programming area where your cursor is located is the active window.)

5.3 The Help Utility is used as you would any Windows application help utility. (You may wish to refer to your Windows manual if you are unfamiliar with Help.)

5.4 The Help Utility window has a top banner as shown below and the selected text is shown in the lower portion of the screen. The four commands along the top of the Help screen are used for access to the drop-down menu topics, as shown in the following table:

following methods:

COMMAND

File

Edit

Bookmark

Ielp

DROP-DOWN MENU OPTIONS

Open:

This allows you to open other

files.

Print Topic:

This option prints the dis-

played topic.

Print Setup:

This allows you to set

your printer parameters.

Exit:

Select this option to exit from the

Help Utility.

Copy:

Use this option to copy the displayed topic to your Windows clip board.

Annotate:

This allows you to make

notes about the Help topic and store

them in the Help utility for later reference.

Define:

This allows you to place a

“bookmark” on a Help topic so that

you can return to it quickly. You can also delete bookmarks using this

menu.

List ofMarks:

Existing bookmarks are

listed and can be selected.

How to Use Help:

Select this option for complete instructions on using Help.

Always on Top:

Select this option to keep the Help window positioned in front of all others.

About Help:

This option displays

licensing information.

Page 3-6

INTER-TEL PRACTICES IVX500 INSTAUATION & MAINTENANCE

PROGRAMMING

Issue

1, August 1994

5.5 There are also six command buttons along the top edge of the Help Utility window. The functions of these buttons are as follows:

COMMAND

FUNCTION

Contents This displays the Table of Contents for the On-Line Help topics. Search This button displays a text box window that allows you to type in a key word or phrase that you

would like to locate.

Back After you have moved from topic to topic, this allows you to back up one topic at a time, each time

it is selected.

History This displays a window that shows a sequential list of the topics you have looked at. You can scroll

through the list and select the topic that you would like to view.

<< Selecting this button displays the previous topic in a series. If there is no previous topic, the button

1 is dimmed and cannot be selected.

Selecting this button displays the next topic in a series. If you are in the last topic of the series, the

button is dimmed and cannot be selected.

Page 3-7

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

6. SYSTEM SET-UP FOR

PROGRAMMING

6.1 There are three methods that can be used for programming the IVXSOO System.

On-site programming with an attached PC Remote programming using a modem connection programming using a stand-alone PC

NOTE: Stand-alone programming should be used

for training and demonstration purposes only. Data programmed during a stand-alone session cannot be transferred to the IVX500 PC using Database Save/ Restore.

6.2 Each is described separately on the

pages. Only one programming session can be in opera-

tion at a time.

6.3 The programming computer must be an compatible personal computer (PC) with a minimum of:

0 80286 or higher microprocessor (80386 recom-

mended)

following

IBM AI-

5 megabytes (MB) available

disk drive

memory on the hard

3J$inch (1.44MB) double-sided/high-density flop py disk drive

Windows 3.1

MS-DOS

mended)

3.3 or higher (MS-DOS 6.2 recom-

1 MB available RAM (2 MB recommended)

EGA or better graphics monitor (VGA recommended)

COM port (RS-232-C serial communications port)

A programming mouse is optional but recommended (if a serial mouse is used, install on an unassigned COM port)

1200- or 2400-baud, internal or external modem is

required for remote programming

Page 3-8

INTER-TEL PRACTICES IVX500 INST-TION & MAINTENANCE

PROG-G

Issue 1, August 1994

A. INSTALLING TEIE PROGRAMMING

soF=lxxRE

6.4 The following instructions assume that Windows

3.1 software is installed on the programming PC and the user is familiar with Windows procedures. programming software, follow these steps:

Ensure

(1)

Open the Program Manager. Ensure that the Pro-

(2)

gram Manager Option for “Minimize on use” is not enabled.

Insert Database Programming Disk 1 into the PC

(3)

floppy disk drive (A or B). Select the “File” drop-down menu in Program

Manager. Then select “Run...” from that menu. A window with a text box appears.

In the Command Line text box, enter A5XTUP

(5)

(or B:SETUP if the B drive is used). Then select the OK command button. A“Welwme” window appears.

Select the Continue command button to proceed

(6)

with the installation. (Or, select Exit to cancel the installation.)

When the window shown at the bottom of this

page appears, follow these steps. a.

that Windows 3.1

If you want to change the installation drive

andlor directory,

command button. A window appears that allows you to enter a new drive and/or directo-

ry. Then, select Continue to save the new

drive and return to the window. Or, to leave

is running.

select the Set Location

install the

the drive unchanged, select the Back wmmand button. To cancel the installation, you can select the Exit command button.

If you want

make sure the check box in the Installation Options section is selected (has an X in it).

To continue with the installation, select the

Install command button. Or, to cancel the software installation, select the Exit wm-

mand button.

Another window appears that shows the names

(8)

of the files as they are being copied and the percent of the installation that has been completed.

When prompted, insert Database Programming

Disks 2 and 3 in succession. Each time, select the

OK command button to continue.

When the installation is complete, the PC will

(9)

display several messages regarding the installation. Read each of these and then select OK to continue.

The setup will create an IVX500 System pro-

(10)

gramming group that contains the IV2C500 System application. (If an IVX500 System programming group already existed, the newly installed IVX500 System application will be added to that group and the upgrade icon.) To use the application, you must have Program Manager running. Select the IVXSOO System program-

ming group and then select the Database

Programming application. The Inter-Tel logo screen displays and you may begin your programming session.

preserve

an existing database,

Install to (Drive and Base Directory):

- Installation Options: Maintain a copy of the default database

Installation Drive: C:\ Space Required: 7451 K Space Available: 43655 K

Page 3-9

i17K

PROGRAMMING Issue 1, August 1994

B. ON-SITE PROGRAMMtNG

6.5

For on-site programming, the PC is connected directly to the IVX5CKl System. An RS-232-C cable from COMl or COM2 on the programming PC is con-

nected to COM2 on the IVX500 PC. (See page 3-8 for

a list of the programming PC’s requirements.)

6.6 To connect a programming PC to the IVXXKl PC,

follow these steps:

(1) Referring to the diagram below, attach the DB25

modular adapter (supplied with the database programming cable kit) to the DB25 (COM2) serial port connector on the IVXXNI PC.

(2) Attach the DB9 modular adapter (supplied with

the database programming cable kit) to the DB9 (COMl) serial port connector on the customerprovided programming PC.

NOTE:

To use COM2 on the programming PC instead, attach a straight-through DB9-to-DB25 converter to the DB9 modular adapter, or attach a customer-provided DB25 modular adapter.

(3) Plug one end of the reversing mod-to-mod line

cord (supplied with the database programming cable kit) into the DB25 modular adapter installed in step 1. Plug the other end of the line cord into the DB9 modular adapter installed in

step 2.

DB2S ADAPTER

lvx500

IVXSOO INSTALLATION & MAlNTENANCE

INTER-TEL PRACTICES

C. STAND-ALONE PROGRAMMING

6.8

To use a PC for stand-alone programming, the system software must be loaded on the hard drive. NOTE: Stand-alone programming should be used for training and demonstration purposes only. Data programmed during a stand-alone session cannot be transferred to the IVXSOO PC using Database Save/Restore.

6.9 When the Inter-Tel logo screen is displayed, press the F3 key. Or, press ALT-P to view the System Programming pull-down menu and then select Database Programming by highlighting it (use the up or down arrow key, if necessary) and pressing RETURN. The Database Programming Menu appears. All programming can then be completed as described in this chapter.

D. REMOTE PROGRAMMING WA MODEM

6.10

A programmer can use modem access to the system database for the purpose of customer programming or maintenance/diagnostics from a location other than the customer site. This allows the service personnel

flexibility in making database changes without visiting

the site and, in system trouble situations, the serviceper-

sonnel may perform preliminary investigations before going on site.

6.11 The customer site must be equipped with an external auto-answer modem connected to the IVXSOO PC on COM2.

6.12 To use the remote programming feature, the user dials the telephone number that directly rings in to the modem, is transferred to the modem, or dials the modem extension number using DISA or a station. When the modem circuit rings, the auto-answer modem will automatically answer the call and generate modem tone. The calling party may then connect the programming com-

puter’s modem and proceed with the programming ses-

sion. When the session is completed, the calling party hangs up or disconnects the call from the modem. When this happens the system modem will no longer hear modem tone and will disconnect.

‘.._

-,, :j

6.13 To set up or check the modem parameters, run the IVX500 System application and display the logo screen (shown on page 3-14). Then select the “System Pro-

DBo ADAPTER

PROGRAMMING PC

gramming” drop-down menu and choose the Modem Programming option from the menu. A window appears as shown on the next page.

6.7 To begin a direct-connection programming ses- 6.14 To connect a remote programming session while sion, press F5 (or press ALT-S and then select “Connect the Inter-Tel logo screen is displayed, press F5 (or press to Remote System” from the pull-down menu) while the

ALT-S and then select “Connect to Remote System” Inter-Tel logo is displayed. The window shown on the from the pull-down menu). The window shown on page page 3-12 appears. You can then set the correct session 3-12 is displayed. You can then set the correct session information. information.

Page 3-10

INTER-TEL PRACTICES IVX500 INST4LLATION & MAINTENANCE Issue 1, August 1994

PROGRAMMING

Programming Modem Parameters

6.15 The window shown below is used for setting up the modem parameters. It can be chosen by selecting Modem programming from the System programming dropdown menu in the Inter-Tel logo screen header. Enter the necessary information as follows. The default

values are shown below. Refer to the user manual for

your modem to determine the necessary parameters.

6.16 MODEM sired command strings for initializing the modem for incoming and outgoing calls in the text boxes. The current

strings can be explained as follows:

CODE

HO Xl Use extended result codes EO so=0

6.17 MODEM DIALING: To determine the signals that will be sent before dialing, enter the desired information in the Prefix text box. To determine the afterdialing signals, enter the information in the Suffrx text

bOX.

INITL4LIZATION: Enter the de-

MEANING

Attention Result codes sent (Ok, connect, ring, no

carrier, error, or connect 1200) Hang up

Do not echo characters in command state Register 0 rings to answer

6.18 LOCK DTE BAUD RATE: This option is used

for high-speed modems only. The DIE baud rate con-

trols the communication between the CO line and the

modem. Locking the DTE baud rate keeps the CO-tomodem rate the same while allowing the PC-to-modem baud rate to be adjusted. To lock the DTE baud rate, se-

lect the check box to place a check mark in it. To remove

the check mark, select the box again.

6.19 USE DTR TO HANG UP MODEM: If this op tion is enabled, the DIR signal is dropped for 0.5 seconds when the programmer disconnects the remote modem connection (by pressing F6 or pressing ALT-S

and then selecting “Disconnect From Remote System”

from the pull-down menu). This hangs up the modem on the programming PC, not the system modem. It should be used only if the modem is having trouble disconnecting from the call and only on modems that are designed to disconnect in this manner.

6.20 MODEMRESPONSES: To determine the messages that will appear when the modem makes a connection or reaches a busy number, enter the desired text in the appropriate boxes.

6.21 DEFAULT: To return all values to default (as shown below), select the Default command button.

6.22 OK/CANCEL: When modem programming is complete, select the OK command button to save the changes. Or, to exit without saving changes, select the Cancel command button.

Modem Initialization

incoming

ATQOHOXl EOSO=O

Outgoing ATQOHOXl EOSO=O

Modem Dialing

Prefix

suffix

Cock DTE Baud Rate Use DTR to Hang Up Modem

ATDT ^M

page 3-11

Modem Responses

r I

Connect 1:

Connect2:

Busy2: 71

1 1

1 )

I I

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALIATION & MAINTENANCE

INTER-TEL PRACTICES

+ Modern Connection

Direct Connection

COM 1

DescripBon

Phone

Connecting A Modem Session

6.23 This window is used for making the modem connection. It can be reached by selecting Connect To Re-

mote System from the System Services drop-down

menu in the Inter-Tel logo screen header.

6.24 MODEM/DIRECT CONNECTION: Indicate whether this is a modem connection or a direct connection by selecting the appropriate option button. The black dot appears in the selected option.

COM Port

Baud Rate

$@yg

[g&j

6.27 LOCATION: For a modem connection, enter a name for the remote modem site in the Description text

bOX.

6.28 PHONE: For a modem connection, enter the telephone number of the remote modem site in the Phone text box. Special characters can be included in the number if they are accepted by the modem. Refer to the user manual for your modem to determine the necessary characters.

6.25 COM 1 or COM 2: Indicate which COM port

your PC is using for the RS-232-C connection by selecting the appropriate option button. The black dot appears in the selected option.

6.26 BAUD RATE: Indicate the baud rate at which your FC will be operating by selecting the Baud Rate drop-down list box and scrolling the highlight bar to the desired baud rate.

If using baud rate of the modem extension that will be used.

matches the RS232 port.

a modem,

using a direct connection,

select the rate that matches the

select the rate that

6.29 SAVE: When the information appears as desired, select the Save command button. This replaces the default values with the new information so that you do not have to repeat this procedure each time you call this customer.

6.30 CANCEL: To exit without connecting a pro-

gramming session, select the Cancel command button.

6.31 CONNECT: When the session information is correct, begin the programming session by selecting the Connect command button. A window appears as shown on the next page. The session information is automatically saved when you select Connect.

Page 3-12

INTER-TEL

IVXSOO INSTALLATION % MAINTENANCE

PRACTICES

Comm Port:

PROGRAMMING

Issue

August 1994

mand button and check the connection between the modem and the PC. Also verify that the modem is connected to the proper port. To try again, select the Redial command button.

Baud Rate:

Connect Type:

Location:

Number:

Status:

6.32 This window shows the information as it was programmed in the window on the previous page, including the COM port, baud rate, modem/direct connection type, site description, and telephone number. The “Status” line changes to indicate that the PC is configuring the modem, dialing, waiting for a connection, and setting up a connection.

6.33 The command buttons allow the options of cancelling the connection or redialing the number if problems arise (the Skip button is used for Inter-Tel engineering purposes only). Ifthe software is unable to communicate with the modem, select the Cancel com-

6.34 When the connection is completed, the Inter-Tel logo screen appears. To begin the programming session, press the F3 key. Or, press ALIT-P to view the System Programming pull-down menu and then select Database Programming by highlighting it (use the up or down arrow key, if necessary) and pressing RETURN. The Database Programming Menu appears.

6.35 If the modem connection is lost during the programming session, allow a minute for the modem to reset, then re-establish the call using the procedure given above. All changes that were saved by a system update before the connection was lost will be retained in the IVX500 System memory.

636 To disconnect from the remote programming session when the Inter-Tel logo screen is displayed, press F6 or press &T-S and then select “Disconnect From Remote System” from the “System Services” pull-down menu.

E. PASSWORD 637

At the beginning of each programming session, the IVXSOO System may prompt you for a password; enter the password, if one is required, and press RETURN. When the Database Programming Menu displays on the PC monitor screen, programming can then be completed as described in the following pages.

Page 3-13

PROGRAMMING Issue 1, August 1994

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

7. INTER-TEL LOGO WINDOW

7.1 The logo

played in any programming session.

7.2 The window header contains three options: System Programming, System Service, and Help. These op tions allow access to dropdown menus and can be selected by pressing ALT and the underlined letter (P, S, or H). The processes performed by these options are as follows:

System Programming:

cludes Database Programming for beginning a programming session (described on page 3-lo), On-Line Monitor Programming (reserved for future

window is the first window that is dis-

This drop-down menu in-

System erogramming System Services Help

use), and Modem Programming (described on page 3-11).

System Services:

Connect To Remote System and Disconnect From Remote System options which are used for remote

programming, as described on page 3-10.

Help: The

the on-line Help tiles, as described on page 3-6.

This dropdown menu also includes an entry titled

“About Database Programming” that, when selected, displays the software part number and generation date. If viewed after a remote programming

session is started, it will also show the software ver-

sion number.

Help drop-down menu allows access to

This drop-down menu includes

INTEGRATED

Page 3-14

INTER-TEL PRACTICES IVX500 INSTALLATION 8r MAINTJZNANCE

Form Name:

Programming Form

Applications/Port Programming

Extension ID Programming

Group List Programming

Mailbox Programming Miscellaneous Information Repot-t Programming System Maintenance

PROGRAMMING

Issue 1, August 1994

8. DATABASE PROGRAMMING MENU WINDOW

8.1 The Database programming Menu window shown

above allows access to all other programming areas.

8.2 Each of the options is described in detail in this

section. For information regarding the IVX500 System,

its applications, and its features, refer to FEATURES.

A. WINDOW HEADER COMMANDS

8.3 The window header contains three options: Win-

dows, Exit, and Help. The options can be selected by

pressing

processes performed by these options are as follows:

ALT

and the underlined letter (W, X, or II). The

Windows: This drop-down menu is used for managing multiple windows and icons (refer to page 3-5).

Exit: If any programming changes have been made, the following screen appears when Exit is selected

from an application window header. It offers the op

tions of saving the changes that were made in the

associated window and exiting to the Database Programming Menu (select Yes), exiting to the Database programming Menu without saving the changes (select No), or returning to the programming window to continue making changes (select Cancel). When selected from the Database Ro-

gramming Menu screen shown above, Exit will end the programming session.

8.4

Help: The

the on-line Help files, as described on page 3-6. This drop-down menu also includes an entry titled “About Database programming” that, when selected, displays

the software part number and generation date. If viewed

after a remote programming session is started, it will also show the software version number.

B. ACCESS TO PROGRAMMING AREAS

8.5 This window also provides access to all of the programming areas. The programming areas can be selected in two ways:

Lilt box: When a line in the list box is highlighted, that programming window can be viewed by select-

Help dropdown menu allows access to

Page 3-15

PROGRAMMING Issue 1, August 1994

INTER-TEL PRACTICES

IVXSOO INSTALLATION & MAINTENANCE

ing the Program command button or by selecting the

highlighted line using the mouse.

Form Name:

Each of the programming windows

can be selected directly by entering an abbreviated

command in the Form Name text box. To select a

PROGRAMMING AREA

4pplicationrJPort Programming

Extension ID Programming

Group List Programming

Mailbox Programming

Miscellaneous Information

ABBREVIATED CODE(S)

APP or PORT

EXTorEXTID

GROUP or GRP or GL Creates, programs, and deletes group lists. Deter-

MAIL or MB

MISC

programming window, enter the appropriate command (listed below), or enter any portion of the words in the window name. For example, to reach the “Application/Port Programming” window, you can enter “APP,, ‘XXI,” “a p p,” ,app,” etc.

USED FOR

Creates, programs, and deletes applications. In-

cludes day/night greetings and digit translation.

Programs ports to use applications or voice computer hunt group dial rules and/or place message notification calls. Also sets number of rings before

answer for port.

Creates, programs, and deletes extension IDS. De.termines number, description, and directory in-

formation.

mines number, description, and group list members.

Creates, programs, changes, and deletes mailboxes. Also used for batch creation of mailboxes

and clearing mailbox messages. Determines all mailbox parameters including description, message notification station, mailbox type, remote

messaging, and password.

Programs parameters for the following:

. . . . .._.

‘.!

Report Programming System Maintenance

REP SYS or MAINT

Automated Attendant:

Enables directory and deter-

mines sort order.

Custom

Disk Usage Statistics:

Remote Notification Tables:

Recordings:

Programs descriptions.

Shows disk statistics.

Programs description, pager notification strings, and outgoing access strings.

Subscriber Summaty Statistics:

Shows statistics

related to system-wide mailbox operation.

Telephone System

Interface:

Selects telephone system type, enables Voice Talk, and programs feature codes used in telephone system.

Timers:

Voice Mail Information:

Programs system timers.

Determines system administrator mailbox, enables voice mail directory, determines directory sort order, and sets volume.

Prints reports that show system programming. Sets date and time, day/night dial-0 destination,

day mode parameters, programming port, and passwords. Also used for save/restore of database.

Page 3-16

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

9. APPLICATIONS PROGRAMMING

9.1 Applications programming is used for assigning extension numbers and other parameters to applica-

tions. Once the applications are programmed, they may be used by the telephone system as system forwarding paths, hunt group announcement/overflow stations, direct ring-in destinations, message centers, attendants, or

alternate message source destinations. A program planning sheet is located in Figure 3-4, on page 3-68.

9.2 Applications can include the following (refer to FEATURES for more information regarding each ap plication type):

Automated Attendant: The automated attendant is a programmable feature that can be used to provide automated call answering service. Calls can be transferred, forwarded, or can directly ring in to an Automated Attendant application. When an automated attendant answers a call, it plays a recording that gives dialing instructions. After hearing the recording; the caller may then directly dial a station extension number, voice mail application number, or hunt group pilot number.

Automated Attendant Recall Destination: If a call that was transferred by the Automated Attendant application is not answered before the Transfer timer expires, the call recalls the Automated Attendant Recall Destination application. The recall destination announces that the station is unavailable and allows the caller to choose to leave a message (if a mailbox is programmed for that station) or dial another extension number.

Call Routing Announcement: A Call Routing Announcement application can be used in place of a playback device and/or for one-digit call routing.

The playback device function is especially useful for

programming hunt group announcement and overflow stations. When called, the Call Routing Announcement application will play a recording and then hang up. As an option, the Call Routing Announcement application can use Digit Translation which allows the caller to press a single digit for access to a mailbox, the voice mail subscriber application, the operator, the directory, or to a station group that has an associated mailbox or extension ID.

Quick Message Retrieval: Only one Quick Mes-

sage Retrieval application may be created for the system. It is usually programmed as the alternate message source for the Non-Subscriber Voice Mail ports.

so,

when station users to respond to message

hunt

indications left by the voice mail ports, they&$ prompted only for their password.

using this application’s extension number. This ap-

plication can also be the message center for the subscribers’ stations.

9.3 Up to 25 applications can be programmed (however, there can be only one Quick Message Retrieval ap plication). In the default database, extension numbers

275-299 are reserved for applications, but any available

extension number can be used.

9.4 programmable application parameters include the following:

Description: The

pears wherever the application is listed in the data-

base, as well as in the system directory.

Daylnight greetings:

dant recall and quick message retrieval applications.) When the application is called, a Custom Recording (made using the System Administrator’s

mailbox, as described in FEAIIJRFS, page 2-18.)

will play. You can select any Custom Greeting Num-

ber for the Day and/or Night Greeting. The Daymes-

sage is played when the system is in day mode and the night message is played during night mode. (Re-

cording 01, by default, contains the Voice Mail stan-

dard company greeting. Recording 02, by default, contains the system-provided Auto Attendant com-

pany greeting.)

Digit trandation:

plications only.) Digit translation allows callers to

dial a single digit to select a designated extension

number, mailbox, the voice mail subscriber application, the operator, the directory, or hunt group pilot number. Up to 12 digit translation storage locations

(*, #, O-9) are available for each Call Routing Announcement application. NOTE: Digit translation is not recommended when the application will be used

as a hunt group announcement or overflow station

on telephone systems in which the hunt group calls can be pulled away from the announcement/over-

flow station when a hunt group member becomes

available. For an alternate method of using digit

description for an application ap

(Not used for automated atten-

(Call Routing Announcement ap

Page 3-17

‘PROGRAMMING

Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

translation in hunt groups, refer to the manual for your telephone system.

9.5 Port programing is also performed in this programming area. The parameters that can be established for each port include the following:

Port Operation: This determines how the port will be used. Possible port operations include the following:

- Application: (Used for telephone systems without voice computer hunt groups.) The list includes all programmed applications (description and extension number). If a port is assigned to an application, the type of application will determine the operation of the port.

Voice Computer Hunt Group:

(For use with tele-

phone systems with voice computer hunt groups

only.) This port operation assignment indicates that the port is a member of a voice computer hunt group on the telephone system. Its opera-

tion is controlled by the commands sent from the telephone system. Refer to the APPLICATION

AND TELEPHONE SYSTEM SETUP section

for detailed explanations of the dial rules needed

to control these ports.

- None: This assignment is for unused ports.

Remote Message/Lamp Notification: If remote messaging/lamp notification is enabled, the system will be allowed to use the port to place outgoingcalls for remote messaging and message waiting lamp/ notification purposes. (NOTE: Ensure that ports with this option enabled have outgoing access for trunks in the telephone system, if they will be used for remote notification to outside numbers.)

Number Of Rings Before Answer: This parameter

indicates the number of ring cycles the system must detect before it will answer a call on this port. By default, it is set to one ring cycle. The allowed range is l-10 cycles.

”

Page 3-18

INTER-TEL

IVXSOO INS-TION & MAINTENANCE

PRACTICES

PROGRAMMING

Issue 1. August 1994

bplications

9.6 The

tions programming is selected from the programming plication, select the Create Application command butoptions or the APP or FORT abbreviated command is ton. A window appears as shown on page 3-20. This entered. It is used for creating, programming, and delet- command button cannot be selected if 25 applications ing applications and for programming individual ports. have already been programmed.

9.7 APPLICATIONS: The Applications list box shows the currently programmed applications, if any. When an application is highlighted, you canuse the Rogram Application command button to program it.

9.8 existing application, highlight it in the Applications list box and select the program Application command but-

ton. A window appears as shown on page 3-21.

window shown above appears when Applica- 9.9 CREATE APPLICATION: To create a new ap-

PROGRAM APPLICATION:

To program an

9.10 DELETE APPLICATIONS:

more applications from the Applications list box, select the Delete Application command button. A window appears as shown on page 3-24.

9.11 PORT PROGRAMMING:

as shown on page 3-25.

To remove one or

A window appears

Page 3-19

PROGRAMMING Issue 1, August 1994

Extension:

Application Type

Auto Attendant Auto Attendant Recall

call Routing Announcement Quick Message Retrieval

IVXSOO INSTALLATION % MAINTENANCE

tension number for the application, type the desired extension in the text box. The number can have up to 5 digits, but cannot begin with 0.

an invalid extension number or a number that isalready assi& you

continue and then select a valid extension number.) NOTE: This is not the extension number that telephone system users dial to reach the application. They use the telephone system extension numbers or hunt group pilot numbers assigned to the single-line circuits that are connected to the lVX5OO. This is number applies only within the lVX5OO to identify the application. It is also used in voice computer hunt group dial rules to select the application (see page 4-4 in APPLICATION & TRLEPHONE SYSTEM SETIll’).

will see a warning window. Select OK to

INTER-TEL PRACTICES

(Zf you attempt to enter

Non-subscriber Voice Mail

A. CREATING APPLICATIONS

9.12 The window shown above appears when the Create Application command button is selected. To create a new application, follow these procedures:

9.13

EXTENSION: An available extension number

is displayed in the Extension text box. To change the ex- plication, select the Cancel command button.

9.14

APPLICATION TYPE: Select the type of ap

plication by selecting the desired option button. A dot in

the center of the option button indicates the selected ap plication. (Only one Quick Message Retrieval application can be programmed per system. Once it has been

assigned, that option button is dimmed and cannot be se-

lected.)

9.15 OK: When the application has an extension number and an application type, select the OK command button. The programming window shown below

appears. Enter the information for the new application

as described below.

9.16 CANCEL:

To exit without creating the new ap

Page 3-20

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

B. PROGRAMMING AN APPLICATION

9.17 The window shown below appears when the Rogram Application Command button is selected. Rogram the application parameters as follows.

9.18 DESCRIPTION: Enter a name, of upto 20characters, in the Description text box. Do not use Control characters.

9.19 DAY/NIGHT GREETING: (Not llsed

mated

attenaht recall and quick message rmieval ap-

plications.)

Determine the number of the Custom

for uufo-

Recording that will be played when this application is

Description

Day Greeting:

Recording XX

called. To program the recording number select the Day Greeting or Night Greeting drop-down list box and scroll the highlight bar to the desired recording number.

9.20 DIGIT TRANSLATION:

Call Routing Announcement applications only.)

(This is avaiZubZe in

To program Digit Translation, select this command button. A window appears as shown on the next page.

9.21 OK/CANCEL: When all programming is completed for the application, select the OK command but-

ton. Or, to exit without changing any application parameters, select the Cancel command button.

Night Greeting:

Recording XX

Page 3-21

PROGRAMMING Issue 1, August 1994

IVXSOO

INSTALLATION % MAINTENANCE

INTER-TEL

PRACTICES

input

Company Directory - Last Name

Action

0 Transfer To Operator

1 Subscriber Access 2 3 4 5 6 7

9.22 INPUT/ACTION: The list box shows the digit translation table for the Call Routing Announcement

application being programmed. The Input is the digit that the caller presses. The Action is what occurs when that digit is pressed. Timeout is the input that represents no digits

for the digits (*, #, O-9) and for the Timeout option are:

being entered. The Actions that can be selected

Transfer To Operator:

to the Dial-O Destination that is

System Maintenance window, shown on page 3-63.

Company Directory - First Name:

caller to the directory prompt that asks the caller to enter the first name of the desired party.

This action transfers the call

Transfer To Collected Extension Transfer To Mailbox XXX Transfer To Extension XXX

Invalid Invalid Invalid

programmed in the

This

sends the

Tran$er ToMailbox:

nated mailbox. (This will not appear if there are no programmed mailboxes.)

Transfer To CollectedExtension: To

dial extension numbers of stations and hunt groups

that have a mailbox or extension ID, use this Action

for digits that correspond to the first digits of extension numbers. For example, if digit 1 is “Transfer To Collected Extension,” numbers that begin with 1. However, if digit 1 is “Transfer to extension 2000,” a caller attempting to

dial a station extension number that begins with 1

will instead be transferred to 2000.

This sends the call to the desig-

allow callers to

callers can dial extension

Company Directory - Last Name:

caller to the directory prompt that asks the caller to enter the last name of the desired party.

SubscriberAccess:

box prompt that requests a mailbox number.

Invalid The

this digit hear a recording that tells them that it is invalid.

Transfer To Extension:

the designated extension (station, hunt group, or ap plication).

This sends the caller to the mail-

digit will not be used. Callers who press

This action sends the call to

This sends the

Page 3-22

Hang Up:

This disconnects from the call if the user does not enter a digit.

9.23 PROGRAM:

Timeout, highlight it in the list box and then select the

Program command button. The

next page appears.

9.24 OK/CANCEL: When the digit translation table

is complete, select OK to return to the window shown on the previous page, or select Cancel to exit without saving any changes.

(This

action is used for Timeout only.)

To program a digit (#, *, O-9) or

window shown on the

INTER-TELPRACTICES IVX3lO INS-TION &

Action

Transfer to Extension

Transfer Destination

Mailbox

MAINTENANCE

Extension

PROGRAMMING

Issue

1, Atqust 1994

9.25 For Digits: The window shown above appears when you select the Program command button while a digit is highlighted.

ACTION: Scroll

the desired Action for the digit being programmed. NOTE: If you select Transfer To Operator and there

is not a programmed Operator Access Dial-O Destination in System Maintenance window (see page 3-63), you will see a warning message. Go to that window and program the Operator Access Destinations.

TRANSFER DESTINATION:

“Transfer To Mailbox,” scroll through the Mailbox drop-down list box to select the desired destination. If the Action is “Transfer To Extension,” enter the desired extension number in the Extension text box.

OK/CANCEL: When finished, select OK to return to the window shown on the previous page. Or select Cancel to exit without saving changes.

through the drop-down list box to

If the Action is

9.26 For Timeout: The window shown above appears when you select the Program command button while Timeout is highlighted.

ACTION:

the desired Action for the digit being programmed. NOTE: is not a programmed Operator Access Dial-O Destination in System Maintenance window (see page 3-63), you will see a warning message. Go to that window and program the Operator Access Destina-

tions.

TRANSFER DESTINATXON:

“Transfer To Extension” or “Transfer To Mailbox,” scroll through the Transfer Destination drop-down

list box to select the desired destination.

TIMEOUT TIMER:

Timer drop-down list box to the desired timer value (O-60). This determines how long the application will wait, after the recording has played, for input

from the caller before the Timeout Action is taken. (Because there are no default digit translations, this timer defaults to zero to prevent the delay in call processing that would occur while the system waited for

a digit to be entered.)

OK/CANCEL: When finished, select OK to return to the window shown on the previous page. Or select Cancel to exit without saving changes.

Scroll through the drop-down list box to

you

select Transfer To Operator and there

If the Action is

Scroll through the Timeout

Page 3-23

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTRNANCE

INTER-TEL PRACTICES

Applications To Delete

Pick List

C. DELETING APPLICATIONS

9.27 The window shown above appears when the Delete Applications command button is selected. To determine the applications that will be deleted, use the following procedure:

ADD/ALL: Use the Add command button to move the highlighted application from the Pick List to the Applications To Delete list, or use the All command button to place all applications in the list.

REMOVE/NONE: To remove an application from the Applications To Delete list, highlight it and se-

lect the Remove command button. Or, to remove all applications, use the None command button.

OK: When the include List appears as desired, select the OK command button. A window appears that asks you to verify that you want the applications deleted; To delete them, select Yes. To leave them unchanged, select No.

been assigned to the deletedapplication,

ing is not erased and any assignment of the recording to another application is unaffected.

CANCEL: To exit without deleting any applica-

tions, select the Cancel command button.

a Custom Recording bud

the record-

Page 3-24

INTER-TEL PRACTICES IVXSOO INSTALLATION 82 MAINTENANCE

02. Voice Computer Hunt Group

03. Port 03

04. Port 04 05 Port 05

06. Port 06

07. Port 07

08. Port 08

09. Port 09 IO. Pot-t 10

Actual Number of Ports Present: X

PROGRAMMING

Issue 1, August 1994

PQrtS

D. PORT PROGRAMMING

9.28 This window lists of all ports on the system by

port number and description. To reach this window, se-

lect the Port Programming command button shown on page 3-19. Port programming is performed as follows.

9.29 ACTUAL NUMBER OF PORTS PRESENT: The list box shows 16 ports. However, your system may not have all 16 ports installed. The Actual Number of

Ports Present is a reference that tells you how many ports you have on your system. If you attempt to program a port that does not exist on your system, you will see a

warning box that indicates that the port is not physically

installed. You can, however, program the non-existent port. (This is useful when programming is performed on one system and the database is then transferred to a larger system using Save and Restore.)

930 PORTS: To program a port, highlight it in the list box and select the Program command button. The window shown on the next page appears.

9.31 OK/CANCEL: When port programming is complete, select the OK command button to exit. Or select the Cancel command button to exit without saving any changes.

Page 3-25

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

XNTER-TEL PRACTICES

port Operation

1 None

u Remote Messaging/Lamp Notification

Number of Rings Before Answer (Range : l-l 0)

Qay Mode:

1 1

9.32 Each port is programmed separately using this

window. It is displayed when you highlight a port and

select the Program command button shown on the pre-

ceding page.

9.33 PORT OPERATION: This drop-down list box allows you to select the port operation. Possible port op erations include the following:

Applications: (Used

voice computer hunt groups.) The

for telephone systems without

list includes all

programmed applications. If a port is assigned to an

application, the type of application will determine

the operation of the port.

Voice Computer Hunt Group:

phone systems only.)

This port operation assignment indicates that

with

voice computer hunt groups

(For

use with tele-

the port is a member of a voice computer hunt group on the telephone system. Its operation is controlled by the commands sent from the telephone system. Refer to the APPLICATION AND TELEPHONE SYSTEM SETUP section for detailed explanations of the dial rules needed to control these ports.

None: This assignment is for unused ports.

Night Mode:

934

1 1

REMOTE MESSAGING/LAMP NOTJFICATION: If remote messaging/lamp notification is enabled, the system will be allowed to use this port to place outgoing calls for remote messaging to pagers and personal number, and for message waiting lamp/notitication to the stations in the telephone system. To enable this option, select the

check

box

to place a check mark in it. To remove the check mark, select the box again. (NOTE: Ensure that ports with this option enabled have outgoing access for trunks in the telephone system, if they will be used for remote notification to outside numbers.)

9.35 NUMBER OF RINGS BEFORE ANSWER: This parameter indicates the number of ring cycles the system must detect before it will answer a call on this port. By default, it is set to one ring cycle. The allowed range is l-10 cycles. Enter the desired values in the Day Mode and Night Mode text boxes. To return either value to default, select the Default command button below the appropriate text box.

936 OK/CANCEL: When the port is programmed as required, select the OK command button to exit. Or, to exit without saving changes, select the Cancel Command button.

Page 3-26

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

Extension IDS

PROGRAMMING

Issue

1, August 1994

10. EXTENSION ID PROGRAMMING

10.1

Extension IDs provide the Auto Attendant ap plication a means for transferring calls to extensions which do not have mailboxes. An extension ID allows the user to record a name for the automated attendant directory and establish a password. Extension IDs can be created for stations, bunt groups, and applications. A program planning sheet for this window appears in Figure 3-5, on page 3-70.

10.2 EXTENSION IDS:

isting extension IDS. When an ID is highlighted in this

This list box shows the ex-

list box, you can program directory information and a

password for it.

103 PROGRAM:

rectory information for an extension ID, select the Program command button. Tbe window shown on the next page appears.

10.4 CREATE EXTENSION IDS: To add extension

IDS, select the Create Extension IDS command button.

A window appears as shown on page 3-29.

10.5 DELETE EXTENSION IDS:

sion IDs, select the Delete Extension IDs command button. A window appears as shown on page 3-30.

To program a password and the di-

To delete exten-

Page 3-27

PROGRAMMING Issue 1, August 1994

Directory Information

cl 0

IVX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Description

Unlisted Number rivate Extension

A. PROG

10.6 The window shown above appears when you highlight an extension ID and select the program com-

mand button shown on the preceding page. Use the fol-

lowing procedures for programming the extension ID:

10.7 DESCRIPTION: If desired, enter a name for the extension ID in the Description text box. The de&p-

tion can be up to 20 characters in length. If the extension

ID is associated with an application, the application’s description in shown in the text box and cannot be changed in this window; the description can only be changed in Application programming as shown on the bottom of page 3-21.

10.8 DIRECTORY INFORMATION: Select the desired option to place a check mark in its associated check box. Unlisted numbers are not included in the directory, but can be dialed if the caller knows the extension number. private numbers can be dialed, but only the name is played in the directory.

10.9 PASSWORD: To program a password for the

Extension ID, select this command button. A window

RAMMING AN EXTENSION ID

appears as shown below. Enter a password (up to 12 digits, using digits O-9). The digits will not appear on the screen when typed; they will appear as asterisks (***). Then select the OK command button. The window heading will change to “Password Validation” and you must retype the password exactly as before. If the entered passwords match, you will return to the Password window, if not, you must re-enter the new password and

verify it again. If you make a mistake while entering the

password or wish to leave it unchanged, select Cancel.

I I

10.10 OK/CANCEL: When finished programming the extension ID, select OK. Or to exit without changing the information, select Cancel.

Page 3-28

INTER-TEL PRACTICES IVXSOO INSTALLATION % MAINTENANCE

PROGRAMMING

Issue 1, August 1994

B. CREATING EXTENSION IDS

10.11 The

Create Extension IDs command button is selected. To determine the stations that will have assigned extension IDs, use the following procedure:

10.12 one or more stations, enter a single extension number or a range of extension numbers. When entering a range, enter the lower extension number, a dash, and then the higher extension number as shown above. Extension numbers can have l-5 digits, but cannot begin with 0.

10.13 OK: When you have entered the desired range, select the OK command button to return to the Extension ID Programming window. If the selected range is

valid, a window will appear that asks you to confirm

your request to create extension ID. Select Yes to continue or No to exit without creating the IDS. If the selected range is invalid or conflicts with other extensions, you will see one of the following messages:

window shown above appears when the

ENTER RANGE:

To create extension IDs for

[ 100-120

you enter an invalid ertension numbel; you

see a warning message explaining the conflict. Select the OK command button in the warning window to continue.

If the

range you entered includes numbers that were previously group lists,

choose to abort the process and return to the Enter Range text box by selecting the Abort Batch Create command button in the warning window. Or, you can choose to override the conflicts and change the existing numbers into new extension IDs by selecting the Ignore Conflicts command button. NOTE: This warning will not appear if any of the selected extension ID numbers correspond to application extension numbers. Applications can have associated extension IDs.

10.14 CANCEL:

creating any new extension IDS, select the Cancel command button.

assigned to

the conflicts are displayed. You can

extension IDS, mailboxes, or

To exit from this window without

will

Page 3-29

PROGRAMMING Issue

August

1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Hension IDS to Delete

C. DELETING EXTENSION IDS

10.15 The window shown above appears when the Delete Extension IDS command button is selected. To determine the extension IDs to be deleted, use the following procedure:

ADD/ALL:

Use the Add command button to move the highlighted extension ID from the Pick List to the Extension IDs To Delete list, or use the All command button to place all IDS in the list.

REMOVE/NONE:

To remove an ID from the Ex-

tension IDS To Delete List, highlight it and select the

Remove command button. Or, to remove all IDs, use the None command button.

OK:

When the Extension IDs To Delete list appears as desired, select the OK command button. A window appears that tells you that you are about to delete extension IDs for the selected devices, and asks if you wish to continue. Select Yes to continue, or No to leave the IDs unchanged.

CANCEL:

To exit without changing the lists, select

the Cancel command button.

Page 3-30

INTER-TEL PRACTICES IVXSOO INSTAUATION & MAINTENANCE

Group Lists

PROGRAMMING

Issue 1,

August 1994

11. GROUP LISTS

11.1

This window is used for programming Voice

Mail group lists. Group lists can be. used by any Subscriber for sending messages to several mailboxes simultaneously. The parameters for lists include the following:

Group list description

0 Group list number

Mailboxes included in the list

11.2 A program planning sheet is located in Figure

3-6, on page 3-71.

programming

group

11.3 PROGRAM GROUP LIST:

rameters for a group list, highlight it in the Group Lists box and select the Program Group List command but-

ton. A window appears as shown on the next page.

11.4

CREATE GROUP LIST:

Group List command button is selected, a window ap

pears as shown on the next page.

of group lists have already

shows you that “You have already programmed the maximum number of group lists allowed.” Select the

OK command button to return to the window shown above.

11.5

DELETE GROUP LISTS:

list, select the Delete Group List command button. A

window appears as shown on page 3-34.

been

To program the pa-

When the Create

Ifthe

maximum number

programmed,

To delete a group

a warning

Page 3-31

PROGRAMMING

Issue

1, August 1994

IVXJOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Description

Group List Number

11.6 DESCRIPTION:

Enter a name for the group list, up to 20 characters, in the Description text box. Do not use Control characters.

11.7

GROUP LIST NUMBER:

Enter the desired

number in the text box. (If you attempt to enter an inval-

id number, a number that begins with 0, or a number that is already assigned, you will see a warning window. Select OK to continue and then select a valid number.)

11.8 LIST MEMBERS: To determine the mailboxes

that will be included in the group list, select the List

Members command button. The window shown on the next page appears.

11.9

OK:

When tinished programming the group list, select the OK command button. If you did not assign mailboxes to this group list, you will receive a warning that says, “This group list does not contain any mailboxes. Is this correct? Select Yes to continue, or select No to return to the window shown above.

11.10 CANCEL:

To exit without changing the group

list, select the Cancel command button.

Page 3-32

INTER-TELPRACTICES

PROGRAMMING

IVX500 INSTALLATION & MAINTENANCE Issue 1, August 1994

Group

List Members

uck List

11.11 The

List Members command button is selected. To deter-

mine the mailboxes that will be included in the list, use

the following procedure:

ADD/ALL:

the highlighted mailbox from the Exclude list to the Include List, or use the All command button to place all stations in the list.

REMOVE/NONE:

Include list, highlight it and select the Remove command button. Or, to remove all mailboxes, use the None command button.

window shown above appears when the

Use the Add command button to move

To remove a mailbox from the

OK:

When the Include List appears as desired, select the OK command button. If you attempt to add more mailboxes to a group list than the system allows, a warning appears, telling you that “The systern allows only xxx mailboxes per group list. You currently have yyy mailboxes selected. Please remove zzz mailboxes from the group list.” Select OK to return to the window shown above and reprogram the group list.

CANCEL:

To exit without changing the lists, select

the Cancel command button.

Page 3-33

PROGRAMMING Issue 1, August 1994

J.VX500 INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Bck List

11.12 The

lete Group Lists command button is selected. To determine the group lists that will be deleted, use the

following procedure:

ADD/ALL:

the highlighted group list from the Pick List to the Groups Lists To Delete list, or use the All command button to place all group lists in the list.

REMOVE/NONE: To remove a group list from the

window

shown

above appears when the De-

Use the Add command button to move

Groups To Delete List, highlight it and select the Remove command button. Or, to remove all group lists, use the None command button.

OK/CANCEL:

desired, select the OK command button. (A window appears that tells you that, “You are about to create delete group lists. Do you wish to continue?” Select Yes to continue, or No to leave the group lists unchanged.) To exit without changing the lists, select the Cancel command button.

When the Include List appears as

Page 3-34

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

Mail

PROGRAMMING

Issue 1, August 1994

boxes

12. MAILBOX PROGRAMMING

12.1 A mailbox is a storage location on the hard disk which stores all messages that have been directed to it. A program planning sheet for this window is located in

Figure 3-7, on page 3-72.

12.2 MAILBOXES/PROGRAM: The list box

shows all existing mailboxes. To program a mailbox,

highlight it and then select the program command but-

ton. A window appears as on page 3-39.

12.3 CREATE MAILBOX/CHANGE MAILBOX NUMBER: To create a mailbox, select Create Mailbox. To change an existing mailbox number, highlight it and select Change Mailbox Number. The window shown on the next page appears.

NOTE: If you create a mailbox for an extension that

currently has an extension ID, the system converts the

ID into a mailbox and eliminates the ID. If already initialized, the password and recorded name for the extension ID are retained and transferred over to the mailbox and the subscriber does not need to re-initialize.

12.4 BATCH CREATE MAILBOX: To create several mailboxes simultaneously, select the Batch Create

Mailboxes command button. An “Enter Range” window

appears, as shown on page 3-36.

12.5 DELETE MAILBOXES: To delete one ore more mailboxes from the system, select the Delete Mailboxes command button. A window appears, as shown on page 3-37.

12.6 CLEAR MAILBOX MESSAGES:

used in stand-alone programming.)

mailbox messages, select the Clear Mailbox Messages

command button. The window on page 3-38 appears.

(Cannot be

To erase existing

Page

3-35

PROGRAMMING Issue 1, August 1994

A. CREATING OR CHANGING A MAILBOX

NUMBER

12.7 The following window appears when the Create Mailbox or Change Mailbox Number command button is selected. To create a new mailbox or to change the number of an existing mailbox, use the following procedure:

Mailbox Number: 1-1

I I

IVX5OO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

12.12

ENTER RANGE: To create mailboxes for one or more stations or hunt groups, enter a single extension number or a range of extension numbers. When entering a range, enter the lower extension number, a dash, and then the higher extension number as shown above. Extension numbers can have l-5 digits, but cannot begin with 0.

12.8 MAILBOX NUMBER: Enter the desired mail-

box number in the text box.

12.9

OK: When finished, select OK Selecting OKafter creating a mailbox automatically displays the window shown on page 3-41.

you

entered

an invalid

number

number that

already assigne4 you will see a warning window. Select OK to continue and then select a valid number.

12.10

CANCEL: To exit without creating a mailbox,

select the Cancel command button.

B. BATCH CREATION OF MAILBOXES

12.11

The following window appears when the Batch

Create Mailboxes command button is selected. To determine the stations and hunt groups that will have mailboxes created for them, use the following procedures.

12.13

OK: When you have entered the desired range,

select the OK command button to return to the Extension ID programming window. If the selected range is invalid or conflicts with other extensions, you will see one of the following messages:

Zf you enter an invalid extension number

see a warning message explaining the conflict. Select the OK command button in the warning window to continue.

Zf the range you entered incha!es numbers that were

previously assign& to extension ZDs, mailboxes, or

group lists,

the conflicts are displayed. You can choose to abort the process and return to the Enter Range text box by selecting the Abort Batch Create command button in the warning window. Or, you can choose to override the conflicts and change the existing numbers into new mailboxes by selecting

the Ignore Conflicts command button.

12.14

CANCEL: To exit from this window without

creating any new mailboxes, select the Cancel com-

mand button. NOTE: When a large number of mailboxes have been

created, it will take several minutes for the system to up date the database and return to the Mailboxes programming window after you select the OK command button.

you will

Page 3-36

INTER-TELPRACTICES WX500 lNS’IXLLATION % MAINTENANCE

Mailboxes To Delete

flck List

PROGRAMMING

Issue 1, August 1994

C. DELETING MAILBOXES

12.15

To delete one or more mailboxes, select the Delete Mailboxes command button shown on page 3-35. A window appears as shown above. To determine the mailboxes that will be deleted, use the following procedure:

ADD/ALL:

Use the Add command button to move

the highlighted mailbox from the Pick List to the

Mailboxes To Delete list, or use the AI1 command

button to place all mailboxes in the list.

REMOVE/NONE:

To remove a mailbox from the

Mailboxes To Delete list, highlight it and select the

Remove command button. Or, to remove all mailboxes, use the None command button.

OK/CANCEL: When the Mailboxes to Delete list box appears as desired, select the OK command button. Or, to exit without changing the lists, select the Cancel command button.

__-

NOTE:

When a large number of mailboxes have been deleted, it will take several minutes for the system to update the database and return to the Mailboxes programming window after you select the OK command button.

Page 3-37

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Mailboxes To Clear

D. CLEARING MAILBOX MESSAGES

12.16 The

Clear Mailbox Messages command button is selected. To determine the mailboxes that will have their messages erased, use the following procedure:

ADD/ALL:

the highlighted mailbox from the Pick List to the Mailboxes To Clear list, ton to place all mailboxes in the list.

window shown above appears when the

Use the Add command button to move

use

the All command but-

REMOVE/NONE:

Mailboxes To Clear list, highlight it and select the Remove command button. Or, to remove all mailboxes, use the None command button.

OK/CANCEL:

box appears as desired, select the OK command button. Or, to exit without changing the lists, select the Cancel command button.

To remove a mailbox from the

When the Mailboxes to Clear list

Page 3-38

INTER-TEL PRACTICES IVX500 INST?%LATION & MAINTENANCE Issue 1, August 1994

PROGRAMMING

E. PROGRAMMING A MAILBOX

12.17 The window shown on page 3-41 appears when the program command button is selected. To program the parameters for a mailbox, use the following procedures.

12.18 The programming window can be used for programming the following parameters for each mailbox.

Description: Each mailbox can have a description

of up to 20 characters. The description is used for providing first and last names for the mailbox directory. (For correct directory operation, enter the last name, followed by a comma and the first name.) Do not use Control characters in the descriptions.

Message Notification Station: Each mailbox should have a station that will receive message notification (lamp, message tones, etc.) whenever the mailbox receives a message. This is usually the same number as the mailbox. However, when a mailbox is shared by several stations, or belongs to a hunt group pilot number, a specific station must be designated to receive the message notification.

Mailbox Initialized: The mailbox programming window has an indicator that shows whether the subscriber (mailbox owner) has initialized the mailbox and recorded a name in the company directory.

trunk access code; it will use the outgoing access code programmed for the Remote Notification Tables window. See page 3-50.) Any valid intercom number can be used as the notification number.

Notification StartfStop lime:

tion can be enabled for any time period, up to 24 hours per day. (Default is 8:OOam to 5:OOpm.) If start and stop times are the same, notification will be enabled 24 hours per day.

Notijication Type: The

number can be identified as a personal number (a person will answer the call) or a pager. (This defaults to “personal number.“)

Notification Category:

be set to place the notification call for each new message or only when priority messages are received. (This defaults to “each new message.“)

Remote Notification Tables: The

have up to 10 Remote Notification Tables (see page 3-50 for programming information). These tables determine what digits are sent when the system places a call to a pager.

Days

Week

Message notification can be set to place notification calls only on certain days. (This defaults to Monday through Friday.)

Message notifica-

message notification

Message notification can

system can

Associated Mailbox: If the mailbox is associated with a station or hunt group it should be marked in the database as “associated”. With associated mailboxes, the telephone system can validate mailbox numbers. (You must also enable a flag in the telephone system, see TELEPHONE INTERFACE for details.)

Mailbox Type: The mailbox can be programmed as a “standard” mailbox that can send and receive messages or it can be a “receive only” mailbox. (In the default state, it is a standard mailbox.)

Remote Messaging: If remote programming is enabled, a mailbox can have primary and/or alternate message notification that includes the following op tions.

Enable Notification:

intercom number or to an outside telephone number can be turned on or off without changing any of the programmed parameters. (In the default state, notification is disabled.)

Notification Number:

number is an outside telephone number, it can have up to 16 digits. (It does not need to contain a

Message notification to an

the

message notification

Password: A password of up to 12 digits can be programmed for use by the subscriber when retrieving messages.

Miscellaneous Information: The miscellaneous parameters that can be programmed for each mailbox include the following. The Miscellaneous In-

formation window also includes, for reference purposes, the length of the recorded name, primary greeting, and alternate greeting.

Mailbox Message Capacity: The

programmed to hold l-120minutes ofmessages. Default capacity is 30 minutes.

Maximum Non-Subscriber Message Length:

Maximum non-subscriber messages can be set to a value between one minute and the Maximum Mailbox Message Capacity setting. Default length is 5 minutes.

Maximum Outgoing Message Length: The

length of outgoing messages by this subscriber can be l-120 minutes. Default length is 5 minutes.

Greeting Selection: The

mailbox primary greeting, or the mailbox alter-

mailbox can be

system greeting, the

Page 3-39

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

nate greeting can be enabled. The greeting selection defaults to the system greeting.

Play Recording Instructions:

If this option is enabled, the system prompt that tells the caller to leave a message after the beep will play after the primary or alternate greeting. If disabled, the beep will occur as soon as the primary or alternate greeting ends. In the default state, this op tion is enabled.

Envelope

Settings: The “envelope” announcement that is played before each message can be programmed to announce date and time, message source, and/or message length. The default envelope contains all information.

Directory Information: The

mailbox can have an unlisted number (not included in the mailbox directory but can be dialed if the caller knows the mailbox number) and/or it can be a private ex-

tension and mailbox number (extension and mailbox number are not announced in directory, but the number can be dialed). There are no private or unlisted numbers in the default state.

Subscriber Statistics: You can check the following information.

- Date and time of last log on

- Number of new and saved messages

- Mailbox percent full

- Number of times mailbox was 80% full or full

- Number of messages sent and received

- Total length of new and saved messages

- Number of times three bad passwords were entered

Page 3-40

INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

,d, ,Myilbo;E,i;;Ai&l;ciated

Message Notification Station

Enable Remote Messaging

12.19 DESCRIPTION: Enter a description of up to 20 characters in the Description text box. This de&p tion is used in the mailbox directory and should be entered in the form“last name, first name” (with a comma and space separating the names). Do not use Control characters.

12.20 MESSAGE NOTIPICATfON STATION: To select the station that will receive message notifications, enter the desired extension number in the Message Notification Station text box.

12.21 ENABLE REMOTE MESSAGING: To enable remote messaging, select this check box to place a

check mark in it. To disable remote messaging, select it

again to remove the check mark.

12.22 PRIMARY/ALTERNATE MESSAGE NOTIFICATION: If remote messaging is enabled, select either the primary or Alternate Message Notification command button to program the remote messaging parameters. A window appears as shown on page 3-42.

12.23 MAILBOX IS ASSOCIATED: If the mailbox

is associated with a corresponding extension number on the telephone system and the telephone system is programmed to validate mailboxes, select this check box to place a check mark in it. To remove the check mark, se-

lect the check box again.

Description

Mail box Lype

[

Standard

Mailbox Type drop-down list box and scroll the high-

light bar to the desired type.

12.25 MISCELLANEOUS: To program additional mailbox information, select the Miscellaneous command button. Awindow appears as shown on page 3-44.

12.26 SUBSCRIBER STATISTICS: To view mailbox’s statistics, select the Subscriber Statistics command button. Awindow appears as shown on page 3-45.

12.27 PASSWORD: To program a password for the mailbox, select this command button. A window ap pears as shown below. Enter a password (up to 12digits). Asterisks appear in place of the digits as the password is typed. Then select the OK command button. The window heading will change to “Password Validation” and

you must retype the password exactly as before. If the entered passwords match, you will return to the Mailbox window, if not, you must re-enter the new password and verify it again. If you make a mistake while entering the password or wish to leave it unchanged, select the Cancel command button.

I I

12.24 MAILBOX TYPE: To determine whether the

mailbox type is Standard or Receive Only, select the

Page 3-41

PROGRAMMING Issue 1, August 1994

IVXSOO INSTALLATION & MAINTENANCE

INTER-TEL PRACTICES

Enable Notification

Notification start Time

08:OOam

Notification Iype

Personal Number

Remote Notification Iable

01. Table 01

Remote Message Notification Programming

12.28 This window appears when the primary Message Notification or Alternate Message Notification command button is selected.

12.29 ENABLE NOTIFICATION: To enable remote message notification, select the Enable notification check box to place a check mark in it. To disable remote message notification, select the check box again

to remove the check mark.

12.30 NOTIFICATION NUMBER: In the Notifica-

tion Number text box, enter the number (outside number

or extension number) to be notified when the mailbox

receives a message. Do not begin the number with 0 and

do not include a trunk access code; it will use the outgo-

ing access code programmed in the Remote Notification Table for the port (see page 3-50). If you enter invalid characters, you will see a warning message and you will

have to enter a valid number.

Notification Number

Notification Stoe Time

05:OOpm

Notification Category

Each New Message

12.32 NOTIFICATION CATEGORY: Determine whether the notification number will be called whenever a new message is received or only when priority messages are received. Select the Notification Category drop-down list box and scroll the highlight bar to the desired option.

1233 NOTIFICATION START and STOP TIME: Enter the time of day that notifications will begin in the

Notification Start Time text box. Enter the time of day

that notifications will end in the Notification Stop Time

text

box.

Use 1Zhour format followed or use 24-hour format. For round-the-clock notification, set the start and stop times to the same value.

1234 REMOTE NOTIFICATION TABLE: The

system can have up to 10 Remote Notification Tables

(see page 3-50 for programming information). Select

the drop-down list box and scroll the highlight bar to the

desired Remote Notification Table.

“am”

or “pm,”

12.31 NOTIFICATION TYPE: Determine whether the notification is a Personal Number (that will be answered by a person) or Pager by selecting the Notification Type drop-down list box and scrolling the highlight bar to the desired option.

Page 3-42

12.35 DAYS OF THE WEEK: To determine for

which days of the week notifications will be enabled, se-

lect the Days of the Week command button. The window shown on the next page appears.

INTER-TEL

IVXSOO INSTALLATION & MAINTENANCE

PRACTICES

PROGRAMMING

Issue

1, August 1994

Sunday

Monday

Iuesday

Wednesday

Thursday

Eriday

0 Saturday

12.36 DAYS OF THE WEEK:

box(es) for the desired day(s). The check marks show the selected days. To remove a check mark, select the check box again. When finished select OK Or, select Cancel to leave the days of the week unchanged.

1237 OK/CANCEL: When message notification programming is complete, select the OK command button. Or, to exit without saving any changes, select the Cancel command button.

Select the check

Page 3-43

PROGRAMMING Issue 1, August 1994

IVX500 DISTALCATION & MAINTENANCE

INTER-TEL PRACTICES

klaximum Mailbox Message Capacity

30 min. [Default 301 [Range i-120]

vlaximum Non-subscriber Message Length

5 min. [Default 51 [Range I-Capacity]

Maximum Outgoing Message Length

5 min. [Default 51 [Range i-120]

Recorded Name Length:

Primary Greeting Length:

Alternate Greeting Length:

Miscellaneous Mailbox Information Programming

1238 This window appears when the Miscellaneous

command button is selected.

1239 MAXIMUM MAILBOX CAPACITY: This is the amount of mailbox message storage available, in minutes. The default is 30 minutes. The range is l-120 minutes. Enter the desired number in the text box. 1fvou enrer

an invalid number, you

sage. Select OK to continue.

12.40 MAXIMUM NON-SUBSCRIBER MESSAGE LENGTH: This is the maximum length of time (in minutes) for non-subscriber mailbox messages. De-

fault is 5 minutes. The range is 1 minute to the Maximum Mailbox Message Capacity value. Enter the new value in the text box. will see a warning message. Select OK to continue.

12.41 MAXIMUM OUTGOING MESSAGE LENGTH: This is the maximum length for messages sent by the subscriber to another subscriber. The default

is 5 minutes. The range is l-120 minutes. Enter the new

value in the text box.

will see

12.42 GREETING: To determine the will hear when they reach the mailbox, select the Greeting drop-down list box and scroll the highlight bar to the desired selection (primary, Alternate, or System Greet-

ing). NOTE: Even if re-programmed, the system greet-

a warning message. Select OK to continue.

Zfyou enter an invalid nwnbel; you

Zfyou enter an invalid numbel; you

will see a warning mes-

0 seconds 0 seconds 0 seconds

greeting

callers

Greeting:

H Play Recording !nstructions

Envelope Settings

Announce Date and Time

q q

Announce Message Source

Announce Message Length

Directory Information

Unlisted Number

erivate Extension and Mailbox Number

ing will continue to play until the greeting selected here has been recorded.

12.43 PLAY RECORDING INSTRUCTIONS: To disable the instructions that play after the primary or al-

ternate greeting, select the check box to remove the

check mark. To enable the option, select the box again.

12.44 ENVELOPE SETTINGS: To determine

which elements will be included in the “envelope” that

is played before each message, select the desired ele-

ments to place a check mark in their check boxes. To dis-

able any element, select the check box again to remove

the check mark.

12.45 DIRECTORY INFORMATION: If the mailbox will have an unlisted or private extension, select the desired check box to place a check mark in it. Or, to disable the option and remove the check mark, select the box again.

12.46 RECORDED NAME LENGTH, PRIMARY GREETING LENGTH, and ALTERNATE GREETING LENGTH: This section of the window displays the number of seconds used by the mailbox’s directory name recording and the length of the primary and alternate greetings. The information is shown for reference only. It is not programmable.

12.47 OK/CANCEL: When mailbox information programming is complete, select the OK command button. Or, to exit without saving any changes, select the Cancel command button.

Page 3-44

INTER-TEL PRACTICES

IVXSOO INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

Date and Time of Last Logon:

Number of New Messages: Number of Saved Messages:

Mailbox Percent Full: Number of Times Mailbox Was 80% Full: 0 Number of Times Mailbox Was Full: 0

Number of Messages Sent: Number of Messages Received:

Total Length of New and Saved Messages:

Number of Times 3 Bad Passwords Were Entered: 0

Subscriber

12.48 This window appears when the Subscriber Statistics command button is selected. It shows the following information for the selected mailbox.

12.49 The statistics for this report reflect the period since the last date that the statistics were cleared. Statistics are cumulative and remain as such until cleared us-

ing the Report programming window.

Date and Time of Last Logon: At default, this displays “None.” Once the subscriber logs on to the mailbox this field will reflect the most recent date and time of the last valid logon. (If the System Administrator makes any change to a subscriber’s personal options from the System Administrator’s

mailbox, no change will be made to this field.) Number of New Messages: This is a count of the

number of messages in a subscriber’s new message

queue. It is the same number that is reported to the

subscriber when he or she logs in to the mailbox. Number of Saved Messages: This is a count of the

number of messages stored in the saved message queue for the mailbox. It is the same number that is reported to the subscriber when he or she logs in to the mailbox.

Mailbox Percent Full: This shows the actual percentage of maximum mailbox message capacity used.

Statistics Report

Number of Times Mailbox Was More Than 80% Full: This shows the number of times the mailbox reached 80% of its maximum message capacity.

Number of Times Mailbox Was Full: This displays the number of times a mailbox reached its maximum message capacity.

Number of Messages Sent: This is a count of the number of times a subscriber records and sends a message (to one mailbox or a group list of mailboxes), replies to a message sent by another subscriber, or forwards a message with comments.

Number of Messages Received: This shows the number of messages a subscriber has received regardless of where the messages came from (subscriber, non-subscriber, or system).

Total Length of New and Saved Messages: This is

a combined total of the amount of time represented

by the “Number of New Messages” and “Number of

Saved Messages” fields.

Number of Times 3 Bad Passwords Were Entered: This counter increases each time a single call includes three attempts to enter a mailbox and the caller uses an incorrect mailbox/password combination.

12.50 OK: When you are finished viewing the report, select the OK command button to exit.

None

0 0

0 hours, 0 minutes

Page 3-45

PROGRAMMING Issue 1, August 1994

INTER-TEL PRACTICES

IVX500 INSTaLATION & MAINTENANCE

~~~1

.i . . . . . . . . . . ..A.... L

yJn(jows

Preferences

Exit

J$iscellaneous Programming

Custom Recordings Disk Usage Statistics Remote Notification Tables Subscriber Summary Statistics

Telephone System Interface

Timers

Help

I :

13.

MISCELLANEOUS INFORMATION

13.1 The following information can be programmed and reports viewed using this window. A program plan-

ning sheet is located in Figure 3-8, on page 3-73.

Automated Attendant Information: Enable/ disable the directory and/or determine whether the directory is sorted by first or last name. The window is shown on the next page.

Custom Recordings: program descriptions for Custom Recordings (01-50). The window is shown on page 3-48.

Disk Usage Statistics: Display a report that shows the status of the disk storage. The window is shown on page 3-49.

Remote Notification Tables: Determine the numbers that will be dialed by the system for pager answer, LCD display, pager termination, and outgoing trunk access. The window is shown on page 3-50.

Subscriber Summary Statistics: Display a report that shows mailbox statistics for all mailboxes com-

bined. The window is shown on page 3-52.

Telephone System Interface: This option allows you to program the telephone system information that will be used by the IVX500 System. The window is shown on page 3-53.

Timers: program the system and voice processing timers that are used by the applications. The window is shown on page 3-54.

Voice Mail Information: Select the System Administrator’s mailbox, enable/disable the voice mail directory, determine the directory sort order, and set the volume for voice mail prompts. The window is shown on page 3-57.

13.2 MISCELLANEOUS PROGRAM: To reach one of the options, highlight it in the list box and select the program command button. The windows are shown on the pages listed above.

PROGRAMMING/

page 3-46

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

Enable Auto-Attendant Directory

Directory sort Order: [ Last Name

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PROGRAMMING

Issue 1, August 1994

A. AUTO

13.3 This window appears when Auto Attendant Information is highlighted and the program command button is selected. It is used for determining whether the automated attendant application will use the mailbox and extension ID directory and how the directory is sorted. Default values are shown in the window above.

13.4 ENABLE AUTO-ATTENDANT DIRECTORX To enable the directory, select this check box to

A'ITJZNDANT

INFORMATION place a check mark in it. To disable the directory, select

it again to remove the check mark.

135 DIRECTORY SORT ORDER: To determine whether the mailbox and extension ID descriptions in the directory will be sorted by first name or last name, select the drop-down list box and scroll the highlight bar to the desired option.

13.6 OK/CANCEL: When finished, select the OK command button. Or, to exit without saving any changes, select the Cancel command button.

page 3-47

PROGRAMMING INTER-TEL PRACTICES Issue 1, August 1994

IVXSOO INSTALLATION % MAINTENANCE

03. Recording 03

04. Recording 04

05. Recording 05

06. Recording 06

07. Recording 07

08. Recording 08

09. Recording 09

10. Recording IO

11. Recordina 11

B. CUSTOM RECORDINGS

13.7 This window appears when Custom Recordings is highlighted and the program command button is se-

lected, as shown on page 3-46.

13.8 RECORBINGS/BESCRIPTION: The list box shows the custom recordings (01-50) and their current descriptions and lengths. To change the description of a recording, highlight it in the list box and select the Pro-

(0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes, 0 seconds) (0 minutes. 0 seconds)

gram Description command button. The following winiow appears. Enter the desired description, up-to 20

characters, and select the OK command button. Or select the Cancel command button to leave the description unchanged.

13.9

OK/CANCEL: When finished, select the OK command button. Or, to exit without saving any changes, select the Cancel command button.

Page 3-48

INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE

PROGRAMMING

Issue 1, August 1994

Total Storage Available on the System:

Total Storage Used:

Total Storage Remaining:

C. DISK USAGE S’IXI’ISTICS 0

13.10 This window appears when Disk Usage Statistics is highlighted and the program command button is selected, as shown on page 3-46. The report includes the following information:

Total Storage Available on the System: This is the amount of disk space available on the system.

Total Storage Used: This is the disk space that has

been used by the applications.

0 hours, 0 minutes

Total Storage Remaining: This is the amount of disk space remaining in the IVX500 System. If the disk is nearly full, you can increase disk space by clearingmailboxmessages. If available disk space is frequently low, a larger-capacity disk drive should

be installed in the PC.

13.11 OK: When finished, select the OK command button to exit.

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FEB 14 1995

1995

FEB 14 1995

FEB 14 ?!I95

Page 3-49

PROGRAMMING Issue 1, August 1994

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02. Table 02

03. Table 03

04. Table 04

05. Table 05

06. Table 06

07. Table 07

08. Table 08

09. Table 09

10. Table 10

IVXSOO INS’IXLLATION & MAINTENANCE

Remote Notification Iables

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INTER-TEL PRACTICES

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REMOTE

13.12

tion Tables is highlighted and the Program command button is selected, as shown on page 3-46. It allows you to set up pager dialing information and outgoing trunk access criteria in tables that are then assigned to the individual mailboxes in the programming window shown on

page 3-42.

This window appears when Remote Notifica-

NOTIFICATION TABLES

13.13 REMOTE NOTIFICATION TABLES/ PROGRAM:

in the list box and select the Program command button. A window appears as shown on the next page.

13.14 OK/CANCEL: When you have finished programming Remote Notification Tables, select the OK command button to exit and save the changes. To exit without saving changes, select the Cancel command button.

program

a dial string table, highlight it

Page 3-50

Inter-Tel IVX 500 User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

CONTENTS

SPECIFICATIONS AND INSTALLATION

1. INTRODUCTION

FEATURES

PROGRAMMING