Lucent Technologies 555-661-140 User Manual

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MERLIN LEGEND

Communications System Release 6.1

Installation

555-661-140 Comcode 108198029 Issue 1 August 1998

Printed in USA August 1998

1998, Lucent Technologies 555-661-140

Notice Every effort was made to ensure that the information in this book was

complete and accurate at the time of printing. However, information is subject to change.

See Appendix A, “Customer Support Information,” for important information. It follows

Troubleshooting

Maintenance and

in this binder. Your Responsibility for Your System’s Security Toll fraud is the unauthorized use of your telecommunications system

by an u nauthorized party, for example, persons other than your company’s employees, agents, subcontractors, or persons working on your company’s behalf. Note that there may be a risk of toll fraud associated with your telecommunications system, and if toll fraud occurs, it can result in substantial additional charges for your telecommunications services.

You and your system manager are responsible for the security of your system, such as programming and configuring your equipment to prevent unauthorized use. The system manager is also responsible for reading all installation, instruction, and system administration documents provided with this product in order to fully understand the features that can introduce risk of toll fraud and the steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product is immune from or will prevent unauthorized use of common-carrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use. For

Trademarks 5ESS, ACCUNET, ACCULINK, CONVERSANT, DEFINITY, Magic On

Hold, Megacom, MERLIN, MERLIN II, MERLIN LEGEND, MERLIN MAIL, MultiQuest, Music on Hold, PassageWay, MLX-5, MLX-5D, MLX-10, MLX-10D, MLX-10DP, MLX16DP, MLX -20L, MLX-28D and Systimax are registered trademarks and 4ESS, Lucent Technologies Attendant, AUDIX Voice Power, FAX Attendant System, HackerTracker, MERLIN Identifier, ProLogix, are trademarks of Lucent Technologies in the US and other countries.

Microsoft and Windows are registered trademarks of Microsoft Corporation.

ProComm and ProComm Plus are registered trademarks of DataStorm Technologies, Inc.

Supra, StarSet, and Mirage are registered trademarks of Plantronics, Inc. UNIX is a registered trademark of UNIX System Laboratories, Inc.

PagePac is a registered trademark of DRACON, a division of Harris Corporation.

Okidata is a registered trademark of Okidata Corporation. NORTEL is a registered trademark and DMS a trademark of Northern

Telecom. MCI, Prism, and Vnet are registered trademarks of MCI

Communications Corporation.

Ordering Information

Call: BCS Publications Center

Voice 1 800 457-1235 International Voice 317

Fax 1 800 457-1764 International Fax 317

Write: BCS Publications Center

2855 North Franklin Road Indianapolis, IN 462191385

322-6791

322-6699

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Contents

New Features and Enhancements xxiii

■ Release 6.1 Enhancements

(August 1998) xxiii

Prior Releases Features and Enhancements xxix

■ Release 6.0 Enhancements (Feb ru ar y, 199 8) xxix

■ Release 5.0 Enhancements (June, 1997) xxxiv

■ Release 4.2 Enhancements (June, 1997) xl

■ Release 4.1 Enhancements (June, 1997) xliv

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Page v

■ Release 4.0 Enhancements (Ma rch, 1996) xlvi

■ Release 3.1 Enhancements (March, 1996) l

About This Book liii

■ Intended Audience liii

■ How to Use This Book liii

■ Terms and Conventions Used liv

■ Product Safety Advisories lvi

■ Security lvii

■ Related Documents lviii

■ How to Comment on This Document lix

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Contents

1 Introduction 1-1

■ Installation Sequence 1-1

■ System Forms 1-2

■ Programming the System 1-4

■ Upgrading the System 1-4

2 Installing the Control Unit 2-1

■ Overview 2-1

■ AC Power and Grounding 2-6

■ Unit Loads 2-17

■ Installing the Basic Carrier 2-18

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■ Installing the Power Supply 2-20

■ Installing the Auxiliary Power Unit 2-26

■ Installing Expansion Carriers 2-28

■ Installing the Processor 2-30

■ Installing the Modules 2-33

■ Replacing a Module 2-41

■ Connecting the Control Unit to an AC Outlet 2-44

■ Powering Up the System 2-45

■ Powering Down the System 2-46

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Contents

3 Installing Telephones and Adjuncts 3-1

■ Installing Multi-Function Modules 3-2

■ Installing Adjuncts 3-22

■ Installin g Direct Station Selectors 3-43

■ Assembling MLX Telephone s 3-48

■ Installing Cordless or Cordless/Wireless Telephones 3-57

■ Connecting Telephones

to the Control Unit 3-58

4 Connecting the Control Unit to the

Network Interface 4-1

■ Wiring 4-2

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■ Testing Trunks 4-13

■ Labeling Trunks 4-15

■ Installing the Channel Service Unit 4-16

■ Wiring Two S witches Toget her 4-19

5 Installing the PC, CAT, or Printer 5-1

■ Connecting a PC to the Control Unit 5-1

■ Connecting a CAT

to the Control Unit 5-7

■ Connecting a Printer

to the Control Unit 5-7

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Contents

6 Connecting Data Equipment 6-1

■ Data Stations 6-1

■ Analog Voice and Modem Data Stations 6-5

■ Modem Data-Only Stations 6-8

■ MLX Voice and Modem Data Stations 6-10

■ MLX Voice and Terminal Adapter Data Stations 6-12

■ Terminal Adapter Data-Only Stations 6-14

■ Video Conferencing Data Stations 6-17

7 Initializing and Testing the System 7-1

■ Initializing the System 7-1

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■ Setting the Time and Date 7-3

■ Testing the System 7-3

■ Installing the Control Unit’s Housing 7-22

8 Installing Applications 8-1

■ Voice Messaging Systems and Touch-Tone Receivers 8-3

■ Automated Document

Delivery System 8-4

■ Call Accounting System 8-5

■ Call Accounting Termi nal 8-8

■ Call Management System 8-10

■ CONVERSANT 8-13

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Contents

■ Integrated Solution III 8-14

■ Lucent Technologies Attendant 8-17

■ MERLIN MAIL

■ MERLIN PFC

■ PassageWay Direct

* 8-19

† 8-22

Connect Solution 8-24

■ System Programming and Maintenance (SPM) 8-26

■ Installing a CTI Link 8-28

9 Upgrading the System 9-1

■ Upgrading to Release 6.1 9-2

■ Backing Up System Programming 9-4

■ Removing the Control Unit Housing 9-5

■ Powering Down the System 9-7

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■ Upgrading the Control Unit 9-9

■ Modifying the Processo r

for Key Mode 9-14

■ Completing the Upgrade 9-18

■ Upgrading from the MERLIN II

Communications System 9-18

■ Replacing the Control Unit Housing 9-20

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Contents

A System Numbering Forms A-1

■ Form 2a, System Numbering:

Extension Jacks A-2

■ Form 2b, System Numbering:

Digital Adjuncts A-4

■ Form 2c, System Numbering: Line/Trunk Jacks A-5

■ Form 2d, System Numbering: Special Renumbers A-6

B Unit Load Calculation Worksheet B-1

■ Unit Load Worksheet B-2

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IN Index IN-1

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Figures

2 Installing the Control Unit

2-1 AC Grounding Requirements 2-7 2-2 Measuring the AC Outlet Voltages 2-10 2-3 Central Office and AC Grounds 2-12 2-4 Installing 146A and 147A Protectors 2-16 2-5 Marking the Basic Carrier Screw Holes 2-19 2-6 Installing a Copper Shield in the Power Supply 2-23 2-7 Installing the Ferrite Cores 2-25 2-8 Installing an Auxiliary Power Unit 2-27 2-9 Connecting the Carriers 2-29 2-10 Installing the Processor into the Carrier 2-32 2-11 400EM Module Sample Dip Switch Settings

for Signaling Types 1C and 5 2-38

2-12 Line/Trunk and Telephone Jack Locations on

Each Module 2-40

2-13 Removing Modules from the Carrier 2-43

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3 Installing Telephones and Adjuncts

3-1 Multi-Function Module Packing List 3-3 3-2 Removing the User Card Tray and Line Cable 3-4 3-3 Releasing the Deskstand 3-5 3-4 Removing the Deskstand 3-6 3-5 Releasing the Module Cover Screw 3-7 3-6 Releasing the Module Cover 3-8 3-7 Removing the Module Cover 3-9 3-8 Removing an MFM Module 3-10

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3-9 Installing an MFM Module 3-11 3-10 Setting and Adjusting the MFM Jumpers 3-12 3-11 Removing the Jack Guard 3-13 3-12 Placing the Module Cover into the Locating Slot 3-14 3-13 Lowering and Locking the Module Cover 3-15 3-14 Replacing and Tightening the Module Cover Screw 3-16 3-15 Replacing the Deskstand 3-17 3-16 Lowering the Deskstand and Locking into Place 3-18 3-17 Replacing the User Card Tray and Line Cable 3-19 3-18 Adjusting the Deskstand Height 3-20 3-19 Powering Up the Telephone after Installing the MFM 3-21 3-20 Routing the Cord(s) Through the Cord Channel 3-23 3-21 Manual and One-Touch Headset Operation 3-29 3-22 Single-Zone Paging with PagePac Plus 3-31 3-23 Single-Zone Paging with Customer-Supplied Amplifier 3-32 3-24 Single-Zone Paging with UPAM 3-33 3-25 Single-Zone Paging with Background Music and

Magic on Hold 3-36

3-26 Multizone Paging with Background Music, Magic on Hold,

and Bidirectional Paging (Talk-Back) 3-37 3-27 Installing the Supplemental Alert Adapter 3-39 3-28 Connecting One or More DSSs 3-45 3-29 Wiring for Auxiliary Power 3-46 3-30 Adjusting or Removing the Deskstand 3-49 3-31 Connecting the Line Cords 3-50 3-32 Removing the Extension Label 3-51 3-33 Labeling the Extension 3-52 3-34 Removing the Handset Holder 3-53 3-35 Rotating the Handset Holder 3-53 3-36 Replacing the Extension Label 3-54 3-37 Mounting the Backplate 3-55 3-38 Routing the Cord Through the Backplate 3-56

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3-39 Connecting Two Voice Pairs to a Telephone Using

a Bridging Adapter (BR-241-B1) 3-62 3-40 Removing the Connecting Block 3-64

4 Connecting the Control Unit to the Network Interface

4-1 RJ21X Network Interface Connector 4-6 4-2 RJ21X Wiring Field Hardware 4-7 4-3 RJ21X Wiring Field Tools 4-8 4-4 Using the D-Impact Tool to Seat the Conductors 4-9 4-5 RJ11 and RJ14 Interfaces 4-11 4-6 3150 Front Panel 4-18 4-7 3150 Back Panel 4-19 4-8 DEFINITY ECS or DEFINITY ProLogix to

MERLIN LEGEND T1 Tie Direct Connection on

same continuous property 4-20 4-9 MERLIN LEGEND to MERLIN LEGEND T1 Tie Direct

Connection on the same continuous property 4-21

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5 Installing the PC, CAT, or Printer

5-1 Connecting a PC Within 50 ft. (15.2 m) 5-3 5-2 Connecting a PC More Than 50 ft. (15.2 m) Away 5-6 5-3 Connecting a CAT and Printer on the Same AC Outlet 5-10 5-4 Connecting a CAT and Printer on Different AC Outlets:

Control Unit Connections 5-13 5-5 Connecting a Printer Within 50 ft. (15.2 m) 5-16 5-6 Connecting a Printer More Than 50 ft. (15.2 m) Away 5-19 5-7 Connecting the 248B Adapter and the 2012D

Transformer 5-20

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6 Connecting Data Equipment

6-1 Analog Voice and Modem Data Equipment Configuration 6-7 6-2 Modem Data-Only Equipment Configuration 6-9 6-3 Modem Data and MLX Voice Equipment Configuration 6-10 6-4 MLX Voice and Terminal Adapter Data Equipment

Configuration 6-13 6-5 Terminal Adapter Data-Only Equipment Configuration 6-16 6-6 Video Conferencing Configuration 6-19

7 Initializing and Testing the System

7-1 Ground-Start Button 7-20 7-2 Installing the Control Unit Top Cover 7-23 7-3 Installing the Control Unit Front Cover 7-24

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9 Upgrading the System

9-1 Removing the Control Unit Housing 9-6 9-2 Powering Down the System 9-8 9-3 Removing a Module from the Carrier 9-11 9-4 Replacing a Module in the Carrier 9-13 9-5 Removing the Processor Module Cover 9-15 9-6 Removing the Processor Module Circuit Board 9-16 9-7 Changing the Key Mode Switch Position to Closed 9-17 9-8 Installing the Control Unit Housing 9-21

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A System Numbering Forms

A-1 Form 2a, System Numbering: Extension Jacks A-2 A-2 Form 2b, System Numbering: Digital Adjuncts A-4 A-3 Form 2c, System Numbering: Line/Trunk Jacks A-5 A-4 Form 2d, System Numbering: Special Renumbers A-6

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MERLIN LEGEND Communications System Release 6.1 Installation

Tables

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Ta b l e s

2 Installing the Control Unit

2-1 Environmental Requirements 2-2 2-2 AC Power Requirements 2-8 2-3 Heavy Lightning Protection 2-15 2-4 Setting the 400EM (Tie Trunk) Module DIP Switches 2-36 2-5 Signaling Formats for the 400EM (Tie Trunk) Module 2-37

3 Installing Telephones and Adjuncts

3-1 Unsupported Telephones and Adjuncts 3-40 3-2 Single-Line Telephones 3-41 3-3 Single-Line Telephones Supported by Release 3.0

and Later 3-42

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4 Connecting the Control Unit to the Network Interface

4-1 Network Interfaces 4-3 4-2 Central Office Network Interface Codes 4-4

5 Installing the PC, CAT, or Printer

5-1 Lucent Technologies 572 Printer Options 5-22 5-2 Lucent Technologies 475/476 Printer DIP Switch

Settings 5-24

5-3 Lucent Technologies Printer DIP Switch Settings 5-25

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6 Connecting Data Equipment

6-1 Data Station Configurations 6-2 6-2 Terminal Adapter Settings 6- 21

8 Installing Applications

8-1 TTRs Required by VMS 8-4 8-2 MERLIN MAIL Port s Requ ired 8-20

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

IMPORTANT SAFETY INSTRUCTIONS

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

■ Read and understand all instructions.

■ Follow all warnings and instructions marked on or packed with the

product.

■ Never install telephone wiring during a lightning storm.

■ Never install a telephone jack in a wet location unless the jack is

specifically designed for wet locations.

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■ Never touch uninsulated telephone wires or terminals unless the

telephone wiring has been disconnected at the network interface.

■ Use caution when installing or modifying telephone lines.

■ Use only Lucent Technologies-manufactured MERLIN LEGEND

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

■ Use only Lucent Technologies-recommended/approved MERLIN

LEGEND Communications System accessories.

■ If equipment connected to the analog extension modules (008, 408, 408

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

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

location.

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

electrical shock.

■ The MERLIN LEGEND Communications System is equipped with a

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

■ The MERLIN LEGEND Communications System requires a

supplementary ground.

■ Do not attach the power supply cord to building surfaces. Do not allow

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

■ Slots and openings in the module housings are provided for ventilation.

To protect this equipment from overheating, do not block these openings.

■ Never push objects of any kind into this product through module

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

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■ Unplug the product from the wall outlet before cleaning. Use a damp

cloth for cleaning. Do not use cleaners or aerosol cleaners.

■ Auxiliary equipment includes answering mach ine s, ale rts, mod e ms, and

fax machines. To connect one of these devices, you must first have a Multi-Function Module (MFM).

■ Do not operate telephones if chemical gas leakage is suspected in the

area. Use telephones located in some other safe area to report the trouble.

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WARNING:

■

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

■

ONLY an authorized technician or dealer representative shall install, set options, or repair an MFM.

■

To eliminate the risk of personal injury due to electrical shock, DO NOT attempt to install or remove an MFM from your MLX telephone. Opening or removing the module cover of your telephone may expose you to dangerous voltages.

SAVE THESE INSTRUCTIONS

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MERLIN LEGEND Communications System Release 6.1

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New Features and Enhancements

Release 6.1 Enhancements (August 1998)

New Features and Enhancements

Release 6.1 Enhancements (August 1998)

Release 6.1 includes all Release 6.0 functionality, plus the enhancements listed below.

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Private Networking

Release 6.1 enhances the functioning of the networked MERLIN LEGEND Communications System in a number of ways:

■ Centralized Voice Messaging

■ Group Calling Enhancements

■ Transfer Redirect

■ Direct Station S elector

■ Call Forwarding

■ SMDR

■ Decrease in Call Set-Up Time

■ PRI Switch Type T est

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Centralized Voice Messaging

One or more MERLIN LEGEND systems (Release 6.1 or later) can share the voice messaging system (VMS) of another MERLIN LEGEND system, provided the systems are directly connected to the system with the VMS. In this configuration, the system containing the VMS is known as the hub. This sharing

of the VMS is called “Centralized Voice Messaging.” Centralized Voice Messaging includes the functions of voice mail, Automated Attendant, and fax messaging. See the

Network Reference

Centralized Voice Messaging. Centralized Voice Messaging offers the following benefits:

■ Private-networked MERLIN LEGEND systems do not need a local VMS.

Having systems use a centralized VMS instead of separate VMSs is more economical.

■ Users that travel between sites can dial the same digits anywhere in the

private network to access the voice messaging system. For example, a salesperson headquartered in Cincinnati can dial the same four digits at the company’s Los Angeles office to retrieve voice messages.

for detailed information about

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■ Productivity is enhanced because messages can be forwarded and

broadcasted to all personnel within the private network.

■ Calling groups on networked systems can send overflow coverage to a

shared VMS, so that an incoming caller can leave a message instead of waiting in a queue.

■ The VMS can light the Message Waiting lights on multiple MERLIN

LEGEND systems in a private network. This greater efficiency saves time because a user only has to look at his or her telephone to determine if he or she has a message.

Group Calling Enhancements

A calling group can have a Uniform Dial Plan and exists on another MERLIN LEGEND Communications System connected by a tandem trunk to the local system. If a calling group contains a non-local member, the non-local member must be the in the calling group. See the

single

non-local member that is defined by the

Network Reference

for details.

only

member

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A calling group containing a single non-local member can be used for the same purposes as a calling group containing local extensions, including:

■ Night Service. Night Service coverage can be provided across a private

network to a centralized Automated Attendant, a non-local calling group, a QCC queue, a DLC, or any individual extension on the remote system, such as a night bell.

■ Group Coverage. Group Coverage can be provided across a private

network to a VMS, a non-local calling group, a QCC queue, a DLC, or any individual extension on the remote system.

■ Calling group overflow coverage. Calling group overflow coverage can

be provided by a centralized VMS, a non-local calling group, a QCC queue, a DLC, or any individual extension on the remote system.

■ Calls directed to another system. Lines connected to remote systems

can be answered by any extension programmed to answer the call, such as a centralized Automated Attendant or a system operator (QCC or DLC).

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Transfer Redirect

When an Automated Attendant transfers a call to a non-local extension, the transferring MERLIN LEGEND system monitors the call to ensure that it is answered. If the non-local extension is not available or the call is not answered within the transfer redirect timeout period (fixed at 32 seconds), the call stops ringing at the non-local destination and is redirected to the extension on the same system as the Automated Attendant that is programmed to receive redirected calls. This redirect extension can be a QCC queue, a calling group, or an individual extension.

Direct Station Selector

Now users can press a Direct Station Selector (DSS) button for a non-local extension to make or transfer calls to that extension. However, no busy indication is displayed by the DSS for non-local extensions.

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Call Forwarding

The Forward feature now can be used to send calls to non-local extensions across the private network.

SMDR

In addition to SMDR options for non-network calls placed to and from the local system, system managers now can program SMDR to log incoming and outgoing UDP calls, or they can choose to log no UDP calls. The factory setting is to record all UDP calls.

Customers who use a call accounting system may not want to fill the database with calls coming and going across the private network. These customers may choose not to log UDP calls.

Decrease in Call Set-Up Time

The set-up time for a call across a private network has been reduced by programming the number of UDP digits expected.

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PRI Switch Type Test

A new maintenance test, the PRI Switch Type Test, has been created to allow Lucent Technologies technicians or authorized dealers to automatically determine if each end of the PRI tandem trunks has been programmed correctly.

Service Observing

Service Observing allows one extension to listen in on (observe) a call at another extension. A typical application of this feature is that of a Customer Service supervisor observing how a Customer Service representative handles calls.

The Service Observing group can consist of from one extension to all extensions in the system, including other Service Observers. Up to 16 Service

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Observing groups can be programmed. The Service Observer and the observed extension must be on the same system.

The observer activates Service Observing either by pressing a Service Observing button and then dialing an extension number or by pressing a DSS or Auto Intercom button. The Service Observer must use an MLX telephone to observe an extension; the telephone at the observed extension can be of any type.

A warning tone that alerts the observer, the observed extension, and the caller that Service Observing is occurring can be set to On or Off through System Programming. The factory setting is On.

Win SPM

The System Programming and Maintenance (SPM) software is now available in a Windows format called

Win SPM

SPM provides a graphical user interface (GUI) for those tasks must commonly performed by the system manager. Pictorial representations of system components, such as modules and their vintages and the creation of MLX telephone button labels, appear on Win SPM. Win SPM also provides a DOS-emulator mode to program tasks not currently supported by the GUI and to program a MERLIN LEGEND system of Release 6.0 or earlier. Win SPM is available on CD-ROM and is supported in Windows 95 Windows 98.

. For Release 6.1 and later systems, Win

, Windows NT, and

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Windows NT Driver

Now available is the MERLIN LEGEND Windows NT PBX driver. When coupled with the CentreVu Telephony Services application, the driver provides true server-based Computer Telephony Integration (CTI). The new driver requires a MERLIN LEGEND system of Release 5.0 or later and servers and PCs that support the application s.

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MERLIN LEGEND Communications System Release 6.1

MERLIN LEGEND Communications System Release 6.1 Installation

Installation

Prior Releases Features and Enhancements

Release 6.0 Enhancements (February, 1998)

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Prior Releases Features and Enhancements

Release 6.0 Enhancements (February,

1998)

Release 6.0 includes all Release 5.0 functionality, plus the enhancements listed below.

Private Networks

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In Hybrid/PBX mode systems only, MERLIN LEGEND Communications Systems can be networked with one another or with DEFINITY Communications Server (ECS) and ProLogix private networks. In previous releases, this functionality is available using tie lines, but users handle calls between networked switches as outside calls. In this release, dialing the pool access code is not necessary for a call going from one networked switch to another. Also, delay-start tie trunks or T1 trunks administered as PRI can act as

Available for Hybrid/PBX mode systems, the private network features of the MERLIN LEGEND Communications System Release 6.0 provide the following advantages for geographically dispersed organizational sites:

■ Intersystem Calling. In a private network, users on one local system

can call extensions on other systems in the network. Release 6.0 can support 2-, 3-, 4-, or 5-digit dial plans. They dial these extensions as inside calls. To implement this function, the system manager programs

tandem trunks

Communications Systems in

to connect networked systems.

Enterprise

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the extension ranges of remote networked switches to create a non-local dial plan. This programming does not actually affect numbering on the remote system. To correctly set up systems for transparent calling among non-local dial plan extensions, the system manager assigns networking tie and/or PRI tandem trunks to pools. Then he or she programs as many as 20 patterns, associates with routes, Facility Restriction Levels (FRLs), digit absorption, and digit prepending. This allows ARS-like routing of non-local dial plan calls. In addition, system managers can control whether calling name, calling number, or both are shown at MLX display telephone for incoming calls across PRI tandem trunks.

■ Toll Savings. Private networked trunks allow you to realize significant

cost savings on toll calls by performing tandem switching in the following two ways:

— Callers on a local system can reach the PSTN via outside trunks

connected to other systems in a private network, avoiding toll charges or substantially decreasing the cost of toll calls. For example, if you are in Cincinnati and another site in your company is in Dallas, you can make a call to a number in the Dallas local calling area over your private network, decreasing toll costs.

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— In addition, organizations use private networked trunks to make calls

between networked systems, which may be geographically distant from one another. Using the example above, from your office in Cincinnati you can dial an extension at a sister site in Dallas, just as you would dial an extension on your own local system, without a costly long-distance phone call. You simply dial the extension number.

■ Service Cost Savings. In addition to toll call savings, there are two other

ways that organizations can save on service costs incurred from telecommunications providers that provide PSTN access:

— You order a point-to-point T1 circuit from a service provider, then use

system programming to set it up for tandem PRI services. As necessary, a service provider provides amplification for PRI tandem

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trunks in cases where the distance between networked systems is great enough to distort signals, but the service provider does not supply switching services.

— You can tailor your use of PRI B-channels with drop-and-insert

equipment that allows fractional use of T1 channels for non-MERLIN LEGEND data/video communications between sites, while keeping the remaining T1 channels for PRI voice or data traffic.

NOTE:

The 24th T1 channel must not be dropped before reaching the MERLIN LEGEND Communications System because MERLIN LEGEND uses the 24th channel as the PRI D-channel or signalling channel.

— You can tailor your use of T1 channels to support a mix of

T1-emulated tandem tie trunks for voice or data communications at 56 kbps per channel, allowing 2B data transfers at 112 kbps. The system also allows fractional use of point-to-point T1 tandem trunks with drop-and-insert equipment.

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■ Voice Mail and Auto Attendant. Networked systems should have their

own local voice mail and/or auto attendant applications as well as their own external alerts and Music On Hold sources. However, a single auto attendant can transfer calls throughout the network. It can answer only those calls that arrive on the PSTN facilities of the system where it is connected. Chapter 1 in

Network Reference

includes an example of this

configuration.

Although many features are available using tie trunks for network connectivity, PRI tandem trunks provide greatly enhanced features and faster call setup. For this reason, PRI is recommended over tie functionality in private networks.

Group Calling Enhancements

Release 6.0 and later systems include Group Calling features that enhance group calling operations.

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Queue Control

The system manager can control the maximum number of calls allowed in the primary calling group queue for calls that arrive on certain facilities often assigned to calling groups. When the number of calls in queue reaches the programmed maximum, subsequent callers receive a busy signal.

Queue control applies to calls received on the following types of facilities:

■ DID (Direct Inward Dialing)

■ PRI facilities programmed for dial-plan routing

■ All calls transferred from a VMI (voice messaging interface) port

■ Dial-in Tie

Queue control also applies to internal calls to a Calling group and calls to a calling group through the QCC.

Internal calls that dial a Listed Directory Number (LDN) or  and are directed to a calling group administered as Position-Busy Backup are eligible for queue control. Calls that come in on a trunk assigned to the Queued Call Console (QCC) are not eligible for queue control if the call is directed to a calling group designated as Position-Busy Backup.

Issue 1

Remote-access calls to a calling group, coverage calls directed to a calling group, calls directed to calling group through QCC Position-Busy backup, and all other outside calls are not eligible for queue control.

Prompt-Based Overflow

System managers can activate the Prompt-Based Overflow option. This option allows callers waiting in queue and listening to a delay announcement to press the # key in order to reach the overflow receiver for the group, which may be the QCC queue or another calling group (including a calling group assigned for a voice mail system).

All three overflow distribution options—based on the number of calls, the time a caller has waited, and according to the caller’s prompt—may be used at one

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time. In this case, time-based and number-of-calls based options take

precedence over overflow distribution based on the caller’s prompt. When prompt-based overflow distribution is used, an extra TTR must be

provided for each delay announcement device assigned to the associated calling group. The delay announcement informs the caller of the # key option to exit the queue and leave rather than waiting for an agent. If no TTR is available when a calling group call arrives, the call is not sent to a delay announcement extension.

Centrex Transfer via Remote Call Forwarding

Centrex Transfer via Remote Call Forwarding can be used in all system modes of operation to send outside calls to a remote telephone number or another Centrex station. In this context, the term

outside

analog Centrex loop-start line at the MERLIN LEGEND Communications System.

An outside call that uses this feature is defined as a call that arrives on an analog Centrex loop-start line at the MERLIN LEGEND Communications System. It may arrive directly or be transferred without consultation or without transfer supervision (in the case of an automated attendant). The forwarding call to the outside number is made on the same line/trunk on which the call arrived, conserving system facilities.

refers to calls that arrive on an

Issue 1

Activating Centrex Transfer via Remote Call Forwarding is just like activating regular Remote Call Forwarding and requires that Remote Call Forwarding be enabled for the extension. However, the user dials and a Pause character may be required after the

 instead of a dial-out code,

. The Centrex service

provider determines whether the Pause is needed. Pause cannot be originated from a single-line telephone or a remote access

user. A multiline telephone user in the local system must enter an authorization code to activate the feature.

A remote access user may activate the feature without using an authorization code. Barrier code requirements do apply, however.

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Authorization Codes and Remote Call Forwarding

In Release 6.0 and later Key or Hybrid/PBX mode systems, forwarding features, including Centrex Transfer via Remote Call Forwarding, but excluding Follow Me, can be activated or deactivated at a multiline telephone by entering the authorization code for the extension from which calls are to be forwarded. The user enters the authorization code, then activates or deactivates the forwarding feature in the normal fashion. This is especially useful for a single-line telephone user who must include a Pause character in a Centrex Transfer via Remote Call Forwarding dialing sequence, because the character cannot be dialed at a single-line telephone. It is also useful when activating Call Forwarding or Remote Call Forwarding at phantom stations, or via remote access (e.g. from another switch in the network). No other features can be used by entering an authorization code in this fashion.

Release 5.0 Enhancements (June, 1997)

Issue 1

Release 5.0 includes all Release 4.2 functionality, plus the enhancements listed below.

Computer Telephony Integration (CTI)

Beginning with Release 5.0, a PassageWay® Telephony Services CTI link from the MERLIN LEGEND Communications System to a LAN server running

Novell applications to control and monitor MLX and analog multiline telephone (BIS only) operations. The physical connection for the CTI link is an MLX port on a 008 MLX or 408 MLX module on the MERLIN LEGEND Communications

System control unit and ISDN link interface card plugged into the customer’s server. The feature is available for Hybrid/PBX mode systems only.

NetWare® software allows Lucent Technologies-certified telephony

NOTE:

The NetWare server software version must be 3.12, 4.1 or 4.11.

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The 008 MLX and 408 MLX modules must have firmware vintage other than 29. If the module has firmware 29, programming a CTI link on the module is prevented. An earlier or later vintage firmware is supported.

Basic Call Control

A CTI link application on a user’s computer can assume basic call control of the user’s analog multiline or MLX telephone’s SA buttons. Basic call control includes:

■ Answering call s arr i vi ng on an SA button

■ Making calls from an SA button

■ Hanging up calls

■ Hold and retrieving a call on hold at the user’s extension

NOTE:

Transfer and 3-way conference, when handled through a CTI link application, provide the original caller’s calling number information or other information to the transfer receiver or new conference participant, if the user has screen-pop capability.

Issue 1

Screen Pop

Screen pop occurs when the calling number, called number, or other user-defined identifier (such as account code that a voice-response unit prompts the caller to dial) is used to display a screen associated with the far-end party. For example, Caller ID services can be used to support screen pop on a system that includes a CTI link; using the calling party number as a database key code, information about a caller automatically appears on the user’s computer screen when the call arrives at the extension. Depending on the application, screen pop may be available for calls that arrive on line buttons other than SA buttons and/or calls that are answered manually at the telephone rather than by the application.

Screen pop can occur on incoming calls from the following sources:

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■ Calling group distribution

■ ISDN PRI Routing by Dial Plan

■ An extension on the MERLIN LEGEND Communications System

■ Remote access

NOTE:

In the case of remote access calls, the only information that the application can collect about the caller is the remote telephone number.

■ A transfer of a call that was answered by a voice response unit

■ A transfer, redirection, or conference of a call that was answered at a

DLC or at a QCC

1. DLCs (Direct-Line Consoles) may use CTI applications. If they do, they perform the same way as other extensions. A DLC assigned to use a CTI link application is a

monitored

DLC. When a DLC is used as a

regular operator console and not using a CTI link extension, it is

non-monitored

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2. Calls to a QCC or non-monitored DLC do not initiate screen pop at the operator position, but when an operator directs a call to an extension using a CTI application, caller information does initiate screen pop. If the DLC is non-monitored, screen pops can occur after the DLC releases the call.

3. Calls transferred from Cover buttons on non-monitored DLCs do not initiate screen pop at the destination extension.

HotLine Feature

The Release 5.0 HotLine feature is designed for retail sales, catalogue sales, and other types of businesses and organizations and is available in all three modes of system operation. It allows a system manager to program a single-line telephone extension connected to an 008 OPT, 012, or 016 module as a HotLine. When a user lifts the handset at the HotLine extension, the telephone

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automatically dials the inside extension or outside telephone number programmed as the first Personal Speed Dial number (code #01) for the extension. The system does not permit calls to be transferred, put on hold, or

conferenced. (A user can press the telephone’s Hold button, if it has one, to put a call on local hold, but the call cannot be redirected in any way. Switchhook flashes are ignored.)

Personal Speed Dial codes can be programmed from the extension prior to HotLine assignment (a system programming function). Alternatively , a Personal Speed Dial code can be programmed from the single-line telephone after HotLine operation is assigned. However, because of security considerations, this is a one-time opportunity. Once the Personal Speed Dial number is programmed, any changes to it or any other extension programming must be performed using centralized telephone programming.

Any type of inside or outside line that is normally available to a single-line telephone can be assigned to a HotLine extension. Generally, the HotLine telephone does not receive calls, and its lines should be set to No Ring.

Issue 1

SECURITY ALERT:

If a HotLine extension accesses a loop-start line, that line should provide reliable disconnect and be programmed for reliable disconnect. Otherwise, a user at the extension may be able to stay on the line after a call is completed and then make a toll call.

Group Calling Enhancements

Release 5.0 and later systems include Group Calling features that enhance group calling operations.

Most Idle Hunt Type

In addition to the Circular (factory setting) and Linear hunt types supported in earlier releases, a third hunt type distributes calling group calls in an order based on which agent has waited the longest since transferring or hanging up on an incoming calling group call. For some applications, this hunt type is more

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efficient than the circular type because it takes into account the varying duration of calls. The system distributes calls based on when an agent last completed a call, not on when he or she last received one. This hunting method ignores non-calling group calls. For example, if an agent transfers a call that arrived on

a line not assigned to the calling group, the calling group member’s most-idle status is unaffected.

Delay Announcement Devices

The system manager can designate as many as ten primary delay announcement devices per group rather than the single device for each group that is available in Release 4.2 and earlier systems. Furthermore, an additional secondary delay announcement device can be specified, for a total of ten primary device extensions and one secondary device extension per group.

A primary delay announcement device operates in the same fashion as a single delay announcement device, playing once, as soon as it is available, for the caller who has waited the longest for a calling group agent and has not heard a primary delay announcement. If a secondary announcement device is used, it can use the factory setting, which plays the announcement once, or it can be set to repeat the announcement after a certain amount of time. The system manager programs the time (0–900 seconds) between announcements. This setting controls both the interval between primary and secondary announcements and the interval between repetitions of the secondary announcement if it is set to repeat. (See Group Calling Options in Chapter 4 for guidelines on setting the delay.)

Issue 1

The primary and secondary announcement options, when used together, allow an initial message to play for callers, followed by a repeating announcement that, for example, urges callers to stay on the line and wait for a calling group member.

Two or more groups may share an announcement device. A primary delay announcement device can be administered as a secondary

delay announcement device.

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Enhanced Calls-in-Queue Alarm Thresholds

Three Calls-in-Queue Alarm thresholds can be set to more clearly indicate the real-time status of the calls waiting in the queue according to the behavior of programmed Calls-in-Queue Alarm buttons. In earlier releases, only one Calls-in-Queue Alarm Threshold setting is available to activate the LEDs at programmed Calls-in-Queue Alarm buttons for a calling group.

Using all three levels, the system manager sets Threshold 3 to the highest value, Threshold 2 to a middle value, and Threshold 1 to the lowest value. A Calls-in-Queue Alarm button indicates the severity of the alarm conditions in the following ways:

■ If the number of waiting calls is less than the value programmed for

Threshold 1 or drops below that level, the LED is unlit.

■ If the number of waiting calls is greater than or equal to the Threshold 1

value but less than the Threshold 2 value, the LED flashes.

■ If the number of waiting calls is greater than or equal to the Threshold 2

value but less than the value for Threshold 3, the LED winks.

Issue 1

■ If the number of waiting calls is greater than or equal to the highest value,

Threshold 3, the LED lights steadily.

NOTE:

A DSS (Direc t Station Selector) button that is used as a Calls-in-Queue Alarm button can only indicate two threshold levels, either by flashing or by lighting steadily. If a calling group must use this type of Calls-in-Queue Alarm button, only two threshold levels should be programmed.

If all three thresholds are set to the same value, the result is one threshold only with LED state either off or on (steady). If two values are the same, then the result is two alarm levels (flash, steady). The factory setting is one call for all three thresholds with LED states of off and steady.

An external alert only signals when the number of calls in the queue meets or exceeds the programmed Threshold 3 value.

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MLX-5 and MLX-5D Telephones

The MLX-5 nondisplay and MLX-5D display telephones are compatible with all system releases. The display telephone includes a 2-line by 24-character display, and both telephones come with 5 line buttons. In systems prior to Release 5.0, the MLX-5 and MLX-5D telephones are treated as MLX-10 and MLX-10D telephones respectively. As of Release 5.0, the system recognizes the MLX-5 and MLX-5D telephones as 5-button telephones.

If these telephones are connected to communications system releases prior to

5.0 they are recognized by the communications system as 10 button telephones.

Release 4.2 Enhancements (June, 1997)

Release 4.2 includes all Release 4.1 functionality, plus the enhancements listed below. There are no hardware changes for Release 4.2.

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Additional Network Switch and Services Options for ISDN Primary Rate Interface (PRI)

Release 4.2 of the system supports connectivity to MCI® or local exchange carrier (LEC) PRI services and to the following central office switch types (in

addition to the 4ESS™ and 5ESS

Network services):

■ NORTEL

■ NORTEL DMS-250 generic MCI07 serving the MCI network

■ Digital Switch Corporation DEX600E generic 500-39.30 serving the MCI

DMS™-100 BCS 36 for local exchange carrier services

network

Beginning with Release 4.2, the following MCI PRI and PRI local exchange carrier (LEC) services (along with AT&T Switched Network Services) can be provided to users of the MERLIN LEGEND Communications System:

switch types that carry for AT&T Switched

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■ MCI Toll Services for DMS-250 or DEX600E switch type:

—MCI Prism

service for domestic outgoing long-distance and international voice calls; for domestic outgoing 56-kbps restricted, 64-kbps unrestricted, and 64-kbps restricted circuit-switched data calls

—MCI VNet

service for incoming and outgoing domestic and voice calls; for 56-kbps restricted, 64-kbps restricted, and 64-kbps unrestricted circuit-switched data calls

— MCI 800 for domestic, toll-free, incoming voice calls — MCI 900 service numbers

■ LEC services for DMS-100 switch types:

— DMS Virtual Private Network service for calls between the MERLIN

LEGEND Communications System and another communications system (such as another MERLIN LEGEND Communications System)

— DMS INWATS (Inward Wide Area Telephone Service) for domestic

toll-free incoming voice calls

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— DMS OUTWATS (Outward Wide Area Telephone Service) for

domestic outgoing long-distance voice calls

— DMS FX (foreign exchange) to provide local call rating for calls from

the local exchange to the area serviced by the foreign exchange.

— DMS tie trunk service to provide private exchange call rating for calls

placed on a dedicated central office facility between the MERLIN LEGEND Communications System and another communications system (such as another MERLIN LEGEND Communications System)

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Improvements to Station Message Detail Recording (SMDR) and Support for MERLIN LEGEND Reporter Application

The SMDR feature is enhanced to provide more details about calling group agent activities and to help system managers assess the effectiveness of call centers in terms of both agent performance and the adequacy of facilities to handle inbound calls. These improvements apply to calling groups that are programmed as Auto Login or Auto Logout type. The SMDR and MERLIN LEGEND Reporter features listed are administrable:

■ TALK Field. For Auto Login and Auto Logout calling groups, the TALK

field records the amount of time a calling group agent spends on a call.

■ DUR. (DURATION) Field. For Auto Login and Auto Logout calling

groups, call timing begins when a call arrives at MERLIN LEGEND Communications System and not after a preset number of seconds. Call timing ends when the call is disconnected; either the caller or the agent hangs up. This allows the system manager to determine how long a

caller waited for an agent’s attention.

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■ Coding of Calls on Reports. An asterisk (*) appears in the call record

when:

a A call is not answered by an Auto Login or Auto Logout calling

group agent and is abandoned while waiting for an agent.

b The call is answered by someone not a member of an Auto Login

or Auto Logout calling group.

An exclamation point (!) signals that an Auto Login or Auto Logout agent handled a call that was answered by someone who was not a member of that Auto Login or Auto Logout with Overflow group. An ampersand (&) in the call record indicates that the group’s overflow receiver answered the call.

MERLIN LEGEND Reporter

MERLIN LEGEND Reporter provides basic call accounting system reports for all incoming calls to Auto Login or Auto Logout type calling groups. MERLIN

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LEGEND Reporter assists in determining the effectiveness of calling group agents, assessing the level of service provided to callers, and ascertaining whether adequate incoming phone lines and agents are available to handle peak-call load. The SMDR Talk Time option sets up special call records used by MERLIN LEGEND Reporter. The default is Off, in which case the Release 4.0 SMDR reports are available. If the option is set to On, the following new reports are provided:

■ Organization Detail Report

■ Organization Summ ar y and Trends Report

■ Selection Detail Report

■ Account Code Report

■ Traffic Report

■ Extension Summary Report

■ Data Report

■ Talk and Queue Time Distribution Report

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■ Time of Day Report

■ ICLID Call Distribution Report

■ Facility Grade of Service Report

Maintenance Enhancements

Change to Permanent Error Alarm

Beginning with Release 4.2, the most recent permanent error alarm is not shown on the System Error Log menu screen but is available as an option from that screen. For details, refer to the Maintenance section of the technician guide,

Installation, Programming, and Maintenance.

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Enhanced Extension Information Report

Beginning with Release 4.2, the Extension Information Report includes the Extension Status (ESS) and supervisory mode of each extension.

Release 4.1 Enhancements (June, 1997)

Release 4.1 includes all Release 4.0 functionality, plus the enhancements listed below. There are no hardware changes in Release 4.1.

Coverage Timers Programmed for Individual Extensions

Beginning with Release 4.1, coverage timers, which control the duration of the delay before calls are sent to each level of coverage, are changed as follows:

■ The Group Coverage Ring Delay (1–9 rings) is programmed on

individual extensions and replaces the Coverage Delay Interval programmed systemwide in previous releases.

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■ The Primary Cover Ring Delay (1–6 rings) and Secondary Cover Ring

Delay (1–6 rings), programmed on individual extensions, replace the Delay Ring Interval programmed systemwide in previous releases.

These enhancements allow the system manager to customize coverage call delivery to match individual extensions’ call-handling requirements.

Night Service with Coverage Control

Beginning with Release 4.1, a system manager can enable the Night Service Coverage Control option to automatically control the status of telephones programmed with Coverage VMS (voice messaging system) Off buttons, according to Night Service status.

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When Coverage Control is enabled and the MERLIN LEGEND Communications System is put into Night Service, all programmed Coverage VMS Off buttons are automatically turned off (LED is unlit) and all eligible outside calls are sent to the assigned voice messaging system calling group with normal ringing delay. When Night Service is deactivated during the day, all programmed Coverage VMS Off buttons are automatically turned on (LED is lit) and voice mail coverage is disabled for outside calls.

Users can override the Coverage VMS Off button status at any time by pressing the programmed Coverage VMS Off button to turn the LED on or off.

Night Service Group Line Assignment

Beginning with Release 4.1, a system manager can assign lines to Night Service groups to control handling of after-hours calls received on individual lines. This capability replaces the automatic assignment to Night Service groups of only those lines that ring on the Night Service operator console. An outside line must be assigned to a Night Service group to receive Night Service treatment.

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With this enhancement, Night Service can be activated and deactivated on lines that do not appear on operator consoles (for example, personal lines), and lines appearing at operator positions can be excluded from Night Service.

Forward on Busy

Beginning with Release 4.1, the Forward, Follow Me, and Remote Call Forward features are enhanced to remove the requirement that a call be ringing at an extension before it can be forwarded. With the Forward on Busy enhancement, a call to an extension with no available SA (System Access) or ICOM (Intercom) buttons is forwarded immediately to the programmed destination, preventing the

caller from hearing a busy signal from the intended call recipient’s extension.

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Maintenance Testing for BRI Facilities that Are Part of Multiline Hunt Groups (MLHGs)

Beginning with Release 4.1, the NI-1 BRI (National Integrated Services Digital Network-1 Basic Rate Interface) Provisioning Test Tool is enhanced to include testing for BRI facilities that are part of Multiline Hunt Groups (MLHGs).

The NI-1 BRI Provisioning Test Tool is used by Lucent Technologies maintenance personnel on MERLIN LEGEND Communications Systems that include a 800 NI-BRI module. Technicians use the tool during system installation and maintenance to test the functionality of the BRI lines and to report analyzed results.

Release 4.0 Enhancements (March,

1996)

Release 4.0 includes all Release 3.1 functionality, plus the enhancements listed below.

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Support for Up to 200 Extensions

An expanded dial plan supports up to 200 tip/ring devices.

Support for National ISDN BRI Service

This service (Hybrid/PBX and Key modes) provides an alternative to loop-start and ground-start lines/trunks for voice and digital data connectivity to the central office. Each of the two B-channels ( one voice and one data call at any given time. The data speeds on a B-channel are up to 28.8 kbps for analog data and up to 64 kbps for digital data, which is necessary for videoconferencing and other high-speed applications. Release

4.0 supports the IOC Package “S” (basic call handling) service configuration and Multiline Hunt service configuration on designated CO switches.

bearer channels

) on a BRI line can carry

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New Control Unit Modules

Release 4.0 supports a new NI-BRI line/trunk module and a higher-capacity tip/ring module.

800 NI-BRI Module

This new module connects NI-BRI trunks to the MERLIN LEGEND system for voice, high-speed data, and video transmission.

016 Tip/Ring Module

This new module supports a 200-extension dial plan by providing 16 ports for tip/ring devices. Applications that use a tip/ring interface can connect to this board. All 16 ports can ring simultaneously. Four touch-tone receivers (TTRs)

are included on the module as well. The module’s ringing frequency (default 20 Hz) can be changed through programming to 25 Hz for those locations that require it.

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Downloadable Firmware for the 016 and NI-BRI Modules

The Personal Computer Memory Card International Association (PCMCIA) technology introduced in Release 3.0 continues to support these two new boards for installation and upgrade in Release 4.0. A Release 3.0 or later processor is required for PCMCIA technology.

Support for 2B Data Applications

A Lucent Technologies-certified group and desktop video application can use two B-channels to make video/data calls when connected to a single MLX extension jack programmed for 2B data. The 2B data devices must be equipped with ISDN-BRI interfaces. NI-1 BRI, PRI, or T1 Switched 56 facilities support 2B data communications at 112 kbps (using two 56-kpbs channels) or 128 kbps (using two 64-kbps B-channels). This feature is available for Hybrid/PBX and Key modes only.

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Support for T1 Switched 56 Digital Data Transmission

For Hybrid/PBX and Key mode systems, Release 4.0 expands support of T1 functionality by providing access to digital data over the public switched 56-kbps network, as well as to digital data tie-trunk services. Users who have T1 facilities for voice services can now use them for video or data calls at rates of 56 kbps per channel (112 kbps for video calls using 2B data). The Release 4.0 offering also includes point-to-point connectivity over T1 tie trunks, allowing customers to connect two MERLIN LEGEND Communications Systems or a MERLIN LEGEND Communications System with a Lucent Technologies

DEFINITY

G1.1 Communications System or DEFINITY Enterprise Communications Server. The two communications systems can be co-located or at different sites.

Forwarding Delay Option

Each user can program a Forwarding Delay setting for the Forward, Remote Call Forwarding, or Follow Me features. The forwarding delay is the number of times that a call rings at the forwarding extension before the call is sent to the receiver. The delay period gives the original call recipient time to answer or to screen calls by checking the displayed calling number (if available). The delay can be set at 0 up to 9 rings. The factory setting for the forwarding delay is 0 rings (no delay).

Issue 1

Voice Announce on Queued Call Console

The system manager can enable the fifth Call button on a QCC console

(Hybrid/PBX mode only) to announce a call on another user’s speakerphone (providing the destination telephone has a voice announce-capable SA button available). A QCC cannot receive voice-announced calls; they are received as ringing calls. The factory-set status for the fifth Call button is Voice Announce disabled.

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Time-Based Option for Overflow on Calling Group

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Release 4.0 has added a

number of calls

limit. If the Overflow Threshold Time option is set to a valid

time

limit for calls in queue in addition to the previous

number between 1 and 900 seconds, calls that remain in the calling group queue for the set time are sent to the overflow receiver. If the overflow threshold time is set to 0, overflow by time is turned off. The factory-set time limit is 0 seconds (off).

Single-Line Telephone Enhancements

The following changes enhance the performance of single-line telephones:

■ Disable Transfer. Through centralized telephone programming, the

system manager can disable transfer by removing all but one SA or ICOM button from the extension.

■ No Transfer Return. When a handset bounces in its cradle, the system

interprets this as a switchhook flash and attempts to transfer a call. When

the transfer attempt period expires, the user’s telephone rings. Release

4.0 eliminates this unintended ringing by disconnecting the call in situations where a switchhook flash is followed by an on-hook state and a dial tone is present.

■ Forward Disconnect. All ports on 008 OPT, 012, and 016 modules now

send forward disconnect to all devices connected to them when forward disconnect is received from the CO. This enhancement prevents the trunk/line from being kept active when one end disconnects from the call. If an answering machine is connected to the port, it does not record silence, busy tones, or other useless messages. This operation is not programmable.

Seven-Digit Password for SPM

Release 4.0 has increased system security by requiring a 7-digit password for system managers or technicians who use SPM to perform programming or the

MERLIN LEGEND Communications System Release 6.1 Installation

Prior Releases Features and Enhancements

Release 3.1 Enhancements (March, 1996)

Trunk Test procedure. This password is for use in addition to a remote access barrier code.

555-661-140

August 1998

Release 3.1 Enhancements (March, 1996)

Release 3.1 includes all Release 3.0 functionality, plus the enhancements listed below.

Call Restriction Checking for Star Codes

Beginning with Release 3.1, a system manager can add star (*) codes to Allowed and Disallowed Lists to help prevent toll fraud. Star codes, typically dialed before an outgoing call, enable telephone users to obtain special services provided by the central office (CO). For example, in many areas, a telephone user can dial

office-supplied caller identification at the receiving party’s telephone. You must contract with your telephone service provider to have these codes activated.

*67 before a telephone number to disable central

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When users dial star codes, the system’s calling restrictions determine whether the codes are allowed. If they are allowed, the system’s calling restrictions are reset and the remaining digits that the users dial are checked against the calling restrictions.

Trunk-to-Trunk Transfer Set for Each Extension

This enhancement to the Transfer feature enables the system manager to allow or disallow trunk-to-trunk transfer on a per-extension basis. In Release 3.1 and later systems, the default setting for all extensions is restricted.

Programmable Second Dial Tone Timer

The system manager can assign a second dial tone timer to lines/trunks, in order to help prevent toll fraud (for example, when star codes are used). After

MERLIN LEGEND Communications System Release 6.1 Installation

Prior Releases Features and Enhancements

Release 3.1 Enhancements (March, 1996)

555-661-140

August 1998

receiving certain digits dialed by a user, the CO may provide a second dial tone, prompting the user to enter more digits. If this second dial tone is delayed, and the user dials digits before the CO provides the second dial tone, there is a risk of toll fraud or misrouting the call. The second dial tone timer enables the system manager to make sure that the CO is ready to receive more digits from the caller.

Security Enhancements

The sections below outside security measures that are implemented in Release

3.1 and later systems.

Disallowed List Including Numbers Often Associated with Toll Fraud

A factory-set Disallowed List 7 contains default entries, which are numbers frequently associated with toll fraud. By default, Disallowed List 7 is automatically assigned to both generic and integrated VMI (voice messaging interface) ports used by voice messaging systems. The system manager can manually assign this list to other extensions.

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Default Pool Dial-Out Code Restriction for All Extensions

The default setting for the pool dial-out code restriction (Hybrid/PBX mode only) is restrict ed. No exte nsion or remote acc ess user with a barr ier code ha s access to pools until the restriction is removed by the system manager.

Default Outward Restrictions for VMI Ports

Ports assigned for use by voice messaging systems (generic or integrated VMI ports) are now assigned outward restrictions by default. If a voice messaging

system must be allowed to call out (for example, to send calls to a user’s home office), the system manager must remove these restrictions.

MERLIN LEGEND Communications System Release 6.1 Installation

Prior Releases Features and Enhancements

Release 3.1 Enhancements (March, 1996)

555-661-140

SECURITY ALERT:

August 1998

Before removing restrictions, it is strongly recommended that you read

Appendix A, “Customer Support Information.”

Default Facility Restriction Level (FRL) for VMI Ports

The default Automatic Route Selection (ARS) FRL for VMI ports is 0, restricting all outcalling.

Default for the Default Local Table

The default Automatic Route Selection (ARS, Hybrid/PBX mode only) FRL has changed to 2 for the Default Local table. System managers can easily change an extension default of 3 to 2 or lower in order to restrict calling. No adjustment to the route FRL is required.

New Maintenance Procedure for Testing Outgoing Trunks

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Technicians must enter a password in order to perform trunk tests.

The enhancements in Release 3.1 help increase the security of the MERLIN LEGEND System. To fully utilize these security enhancements, be sure to read and understand the information in these upgrade notes and in the relevant system guides.

MERLIN LEGEND Communications System Release 6.1

MERLIN LEGEND Communications System Release 6.1 Installation

Installation

About This Book

Intended Audience

555-661-140

About This Book

The MERLIN LEGEND Communications System is an advanced digital switching system that integrates voice and data communications features. Voice features include traditional telephone features, such as Transfer and Hold, and advanced features, such as Group Coverage and Park. Data features allow both voice and data to be transmitted over the same system wiring.

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Intended Audience

This book provides detailed information about system and telephone trouble reports and troubleshooting operations. It is intended for use by qualified field technicians who are responsible for system installation maintenance and troubleshooting, and as a reference by anyone needing such information, including support personnel, sales representatives, and account executives.

How to Use This Book

This book provides step-by-step procedures for isolating troubles both inside and outside the communications system. Refer to the chapter associated with the reported problem to start the troubleshooting procedure.

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

Terms and Conventions Used

555-661-140

Refer to the following documentation for additional information:

■

Equipment and Operations Reference

provides detailed information on system hardware, telephones, and other equipment. (Not updated since Release 3.0.)

■

Feature Reference

provides details on the features of the

communications sy stem.

■

System Planning

provides procedures and forms for planning and

preparing a system for installation.

■

System Programming

gives procedural instructions for programming

system features.

■ User’s guides and Operator’s Guides give procedural instructions for

programming and using telephone features.

“Related Documents,” later in this section, provides a complete list of system documentation together with ordering information.

In the USA only, Lucent Technologies provides a toll-free customer Helpline (1 800 628-2888) 24 hours a day. Call the Helpline, or your Lucent Technologies representative, if you need assistance when installing, programming, or using your system.

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Terms and Conventions Used

In this document, the terms in the following list are used in preference to other, equally acceptable terms for describing communications systems.

Lines, Trunks and Facilities

Facility

between a telephone system and the telephone company central office. Technically a MERLIN LEGEND Communications System to the central office. Technically, a does not connect two switches (for example, an intercom line or a

is a general term that designates a communications path

trunk

connects a switch to a switch, for example the

line

is a loop-start facility or a communications path that

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

Terms and Conventions Used

555-661-140

Issue 1

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Page lv

Centrex line). However, in actual usage, the terms often applied interchangeably. In this book, we use

lines/trunks facilities

to refer to facilities in general. Specifically, we refer to

. We also use terms such as personal line, ground-start trunk,

line

and

line/trunk

trunk

and

Direct Inward Dialing (DID) trunk, and so on. When you talk to your local telephone company central office, ask them which terms they use for the specific facilities they connect to your system.

Some older terms have been replaced with newer terms. The following list shows the old term on the left and the new term on the right:

Old Term New Term

trunk module line/trunk module trunk jack line/trunk jack station extension station jack extension jack analog data station modem data station digital data station terminal adapter 7500B data station termin al adapter analog voice and analog data station analog voice and modem data

are

digital

digital voice and analog data station MLX voice and modem data analog data-only station modem data only station digital data-only station terminal adapter only station 7500B data-only station terminal adapter only station digital voice and digital data station MLX voice and terminal adapter

station

MLX voice and 7500B data station MLX voice and terminal adapter

station

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

Product Safety Advisories

555-661-140

Typographical Conventions

Certain type fonts and styles act as visual cues to help you rapidly understand the information presented:

Example Purpose

It is

very

important that you follow

must

these steps. You

attach the wristband before touching the connection.

Italics indicate emphasis.

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The part of the headset that fits

Italics also set off special terms.

over one or both ears is called a

headpiece

If you press the Feature button on an MLX display telephone, the display lists telephone featur es you can select. A programmed

The names of fixed-feature, factory-imprinted buttons appear in bold. The names of programmed

buttons are printed as regular text. Auto Dial button gives you instant access to an inside or outside number.

Choose ([W3URJ from the display screen.

Plain constant-width type indicates

text that appears on the telephone

display or personal computer (PC)

screen. To activate Call Waiting, dial . Constant-width type in italics

indicates characters you dial at the

telephone or type at the PC.

Product Safety Advisories

Throughout these documents, hazardous situations are indicated by an exclamation point inside a triangle and the word CAUTION or

WARNING.

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

Security

555-661-140

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Page lvii

WARNING:

Warning indicates the presence of a hazard that could cause death or severe personal injury if the hazard is not avoided.

CAUTION:

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

Security

Certain features of the system can be protected by passwords to prevent unauthorized users from abusing the system. You should assign passwords wherever you can and limit knowledge of such passwords to three or fewer people.

Nondisplaying authorization codes and telephone numbers provide another layer of security. For more information, see Appendix A,

“Customer Support Information” following

Troubleshooting

Throughout this document, toll fraud security hazards are indicated by an exclamation point inside a triangle and the words Security Alert.

Maintenance and

Security Alert:

Security Alert indicates the presence of atoll fraud security hazard. Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party (for example, persons other than your

company’s employees, agents, subcontractors, or persons working on your company’s behalf). Be sure to read “Your Responsibility for Your System’s Security” on the inside front cover of this book and “Security of Your System: Preventing Toll Fraud” in Appendix A, “Customer Support Information.”

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

How to Comment on This Document

Document No. Title

555-660-120 555-660-126 555-660-138

555-660-134 555-660-132 555-660-136

555-661-130 555-650-105

555-661-140

Analog Multiline Telephones User’s Guide Single-Line Telephones User’s Guide MDC and MDW Telep hone s Use r's Guide

System Operator Support

MLX Direct-LIne Consoles Operator’s Guide Analog Direct-Line Consoles Operator’s Guide MLX Queued Call Console Operator’s Guide

Miscellaneous User Support

Calling Group Supervisor and Service Observer User Guide Data and Video Reference

Documentation for Qualified Technicians

Installation, Programming & Maintenance (IP&M) Binder [consists of Installation, System Programming & Maintenance (SPM), Maintenance & Troubleshooting]

Toll Fraud Security

555-025-600

BCS Products Security Handbook

Issue 1

August 1998

Page lix

How to Comment on This Document

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

Documentation Manager Lucent Technologies 211 Mount Airy Road Room 2W226 Basking Ridge, NJ 07920

MERLIN LEGEND Communications System Release 6.1 Installation

About This Book

555-661-140

How to Comment on This Document

Issue 1

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Page lx

MERLIN LEGEND Communications System Release 6.1

MERLIN LEGEND Communications System Release 6.1 Installation

Installation

Introduction

Installation Sequence

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Introduction 1

Installation of the MERLIN LEGEND Communications System involves the following:

■ Installing the control unit

■ Installing the telephones

■ Connecting system wiring

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■ Installing optional equipment

This chapter provides an overview of the installation process, which varies from customer to customer.

Installation Sequence

The following is a list of the components that the system can include and shows the order in which you should install them. When installing your

customer’s system, try to adhere to this order as much as possible:

1. Install the control unit (required).

2. Connect power accessories to the control unit (optional).

3. Install the telephones (required) and adjuncts (optional).

4. Connect the telephones to the control unit (required).

MERLIN LEGEND Communications System Release 6.1 Installation

Introduction

System Forms

555-661-140

5. Connect the control unit to the network interface (required).

6. Connect the channel service unit (CSU) to the 100D module on the control unit (required only with the 100D module).

7. Connect the printer and PC to the control unit (optional).

8. Connect data equipment to the control unit (optional).

9. Initialize and test the system (required).

10. Install the control unit housing (required).

11. Install applications (optional).

A list of required tools and equipment is given before each installation procedure.

System Forms

Some of the installation procedures in this guide refer to system forms.

These forms indicate information that is specific to your customer’s system. The forms you need should be included with the system programming disk or memory card, which contains all of the programming specifically for your customer’s system.

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If you are upgrading an existing system and do not have the required forms for your customer’s system, you can load System Programming and Maintenance (SPM) and print out the required forms.

If you find that you do not have a completed set of system forms for your customer’s system, contact your technical support organization or the Customer Service Center (CSC). See the inside front cover for telephone numbers.

The system forms that you need are specific for each system, and include some or all of those described in the following sections.

MERLIN LEGEND Communications System Release 6.1 Installation

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Introduction

System Forms

Installing the Control Unit

■ Form 1, System Planning. Some procedures in Chapter 2, “Installing

the Control Unit,” refer to the Control Unit Diagram, which is printed on the reverse side of this form.

■ Form 3c, Incoming Trunks: Tie. If you install a 400EM module in the

control unit, use this form to determine the appropriate switch settings prior to installation.

Installing Telephones (Required) and Adjuncts (Optional)

The following forms indicate the telephones and adjuncts that you must install:

■ Form 2a, System Numbering: Extension Jacks

■ Form 2b, System Numbering: Digital Adjuncts

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■ Form 4b, Analog Multiline Telephone

■ Form 4d, MLX Telephone

■ Form 4e, MFM Adjunct: MLX Telephone

■ Form 4f, Tip/Ring Equipment

■ Form 5a, Direct-Line C onsole (DLC): Analog

■ Form 5b, Direct-Line Console (DLC): Digital

■ Form 5c, MFM Adjunct: DLC

■ Form 5d, Queued Call Console (QCC)

Connecting the Network Interface

The following forms indicate the trunks that you must connect to the control unit. Information regarding the channel service unit (CSU) is included on these forms.

MERLIN LEGEND Communications System Release 6.1 Installation

Introduction

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Programming the System

■ Form 2c, System Numbering: Line/Trunk Jacks

■ Form 3a, Incoming Trunks: Remote Access

■ Form 3b, Incoming Trunks: DS1 Connectivity (100D Module)

■ Form 3d, Incoming Trunks: DID

Connecting Data Equipment

The following forms indicate the data equipment you will need to set up data stations.

■ Data Form 1a, Modem Data Station

■ Data Form1b, 7500B Data Station

■ Data Form 2, Data Hunt Groups

Programming the System

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If you have a system programming disk created with SPM or a Translation memory card, you do not need to program the system. Instead, you can use the disk or memory card to restore the system; see

Chapter 7, “Initializing and Testing the System,” for instructions. If you did not receive a disk or a memory card and it is your responsibility to program the system, see

Upgrading the System

If you are upgrading to Release 6.1 from Release 6.0, 5.0, 4.2, 4.1, 3.1,

3.0, 2.1, 2.0, 1.0, 1.1, or from the MERLIN refer to Chapter 9, “Upgrading the System,” then Chapter 7, “Initializing and Testing the System,” for upgrade instructions.

System Programming

II Communications System,

for instructions.

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Upgrading the System

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NOTE:

You cannot retain the programming from the MERLIN ll Communications System. You must first upgrade the hardware, then reprogram the system.

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Introduction

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Upgrading the System

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MERLIN LEGEND Communications System Release 6.1

MERLIN LEGEND Communications System Release 6.1 Installation

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Installing the Control Unit

Overview

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Installing the Control Unit 2

If you have not read Chapter 1, “Introduction,” do so before continuing with this chapter.

Overview

Installing the control unit involves the following procedures:

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■ Preparation requirements

■ Installing the backboard

■ Meeting the power and grounding requirements

■ Checking the total unit load

■ Installing the basic carrier

■ Installing any expansion carriers

■ Installing the power supply

■ Installing the processor

■ Installing the line/trun k and ex tensio n m odu les

■ Connecting the control unit to AC power

■ Powering up the system

■ Powering down the system

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Overview

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The following sections pr ov id e det a il ed i ns t ru ctio n s f o r t h es e inst a ll at i on procedures. Follow the procedures in the order in which they are presented.

Environment

The control unit must be installed on a backboard. The placement of the backboard, and the control unit on it, requires careful consideration. Make sure you install the backboard in an area that meets all of the

environmental requirements listed in Table 2–1.

Table 2-1. Environmental Requirements

Operating Temperatures

–104

F (4

Optimal temperature: 60

Humidity 20%–80%

–40

F (15.6oC)

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Airborne Contamination

Do not expose the control unit to moisture, corrosive gases, dust, chemicals, spray paint, or similar material.

Ventilation Allow at least 1 in. (2.54 cm) on the right and left sides of the

control unit and at least 12 in. (30.48 cm) above and below it to prevent overheating.

Do not place the control unit near extreme heat sources (for example: furnaces, heaters, atti cs, or direc t sun light) .

Electrical Fields Do not expose the control unit to devices that generate

electrical currents causing interference (such as arc welders or motors).

Heat Dissipation

Basic carrier: 500 Btu/hr Basic carrier: with one expansion carrier 1000 Btu/hr Basic carrier: with two expansion carriers 1500 Btu/hr

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Overview

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WARNING:

Do not install the control unit outdoors.

Electrical Noise/Radio-Frequency Interference

In most cases, electrical noise is introduced into the system through trunk or telephone cables. However, electromagnetic fields near the control unit can also cause noise in the system. Therefore, you should

not

place the control unit and cable runs in areas where a high

electromagnetic field strength exists. Radio transmitters (AM and FM), television stations, induction heaters,

motors (with commutators) of 0.25 horsepower (200 watts) or greater, and similar equipment are leading causes of radio-frequency interference (RFI). Small tools with universal motors are generally not a problem when they operate on separate power lines. Motors without commutators generally do not cause interference.

Field strengths below 1.0 volt per meter are unlikely to cause interference. To estimate the field strength produced by radio transmitters, divide the square root (√) of the emitted power, in kilowatts, (÷) by the distance from the antenna in kilometers which equals (=) the field strength in volts per meter.

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Example: √49,000 kw

= 7,000 ÷ 10 km (6.2 miles) = 0.7 volts per

meter This yields the approximate field strength in volts per meter and is

relatively accurate for distances greater than about half a wavelength (492 ft., or 150 m, for a frequency of 1000 Hz). If the result exceeds 1.0 volt per meter, you may have to install shielded cables and/or Z200A

filters. See Appendix A, “Customer Support Information,” following

Maintenance and Troubleshooting,

for FCC Part 15 radio frequency

regulations.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Overview

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Control Unit Requirements

■ Dimensions

— Basic carrier: 14 in. wide by 23 in. high by 12 in. deep — Basic carrier and one expansion carrier: 25 in. wide by 23 in. high

by 12 in. deep

— Basic carrier and two expansion carriers: 37 in. wide by 23 in. high

by 12 in. deep

■ Location

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— Within 5 ft. (152 cm) of an AC power outlet that is

switch-controlled

— Within 25 ft. (762 cm) of the network interface, or use an

Off-Premises Range Extender (OPRE)

— Within 1000 cable ft. (305 m) of telephones, or use an OPRE (for

basic telephones)

CAUTION:

The AC outlet for the control unit cannot be switch-controlled. Plugging the control unit into such an outlet invites accidental disconnection of the system.

Hardware Preassembly Process

If an installation is to be preassembled, wired, programmed, and tested on the new lightweight plastic backboard, see “Installing the Backboard.”

Backboard Requirements

The backboard should be wide enough to accommodate the carrier and up to two additional carriers, assuming that system growth is anticipated. There should be enough room on each side of the control unit for the necessary wiring fields.

not

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

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Overview

To accommodate the maximum control unit size, make sure the backboard meets the following requirements:

■ Material

¾-inch plywood

— — Check with the local building code enforcement agency to

see whether fire-retardant material is required.

— Make sure that the material meets local building codes.

■ Dimensions



— With Systimax

wiring: 7 ft. wide by 4 ft. high

— Without Systimax wiring: 6 ft. wide by 3 ft. high

Installing the Backboard

When you are certain that the backboard meets the requirements indicated above, or is the new lightweight plastic material backboard with preassembled equipment in place, attach the backboard to the wall.

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Use the following mounting hardware:

■ For a wood mounting surface, use wood screws.

■ For brick, cinderblock, or concrete, use masonry anchors.

■ For plaster or plasterboard, use toggle bolts.

■ For sheet metal, use sheet-metal screws and attach them to the

structural members.

NOTE:

The mounting hardware should resist a combined pullout force of at least 650 pounds (295 kilograms).

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

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AC Power and Grounding

Proper power and grounding are essential for the system to run correctly and safely.

CAUTION:

If any of the following requirements are not met, the customer must contact a licensed electrician. Do not install the system until all requirements are met.

Verify that all of the following power and grounding requirements are met:

■ The load center of appropriate current rating must be equipped

with circuit breaker(s) labeled

■ Each breaker must protect one dedicated quad AC outlet or two

dedicated duplex AC outlets.

■ All AC outlets must connect to the same load center and the

ground wire must connect to the single-point ground bar on the

first AC outlet (see Figure 2–1).

■ One outlet must have an attached ground bar connected by a #6

AWG copper wire to an approved ground (see “Approved Grounds,” later in this chapter, for a description of approved grounds). This ground bar is the system’s single-point ground (see Figure 2–1).

■ To prevent someone from accidentally shutting off the power,

connect the control unit to a switch-controlled outlet.

not

■ The AC outlet should be within 5 ft. (152 cm) of the control unit.

■ Each carrier requires one AC outlet receptacle.

■ Auxiliary equipment requires additional AC outlets.

■ If a printer or PC is installed on the system, it must be plugged into

the same AC branch as the power supply of the basic carrier.

120 V AC, 15 amps.

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Installing the Control Unit

AC Power and Grounding

■ If the printer or PC is 50 ft. (15 m) or more from the control unit, or

is plugged into a different AC circuit, Asynchronous Data Units

(ADUs) must be installed as well. Chapter 5, “Installing the PC, CAT, or Printer,” includes complete installation instructions.

■ The AC power requirements indicated in “AC Outlet Tests,” on

page 2-8, must be met.

From AC

Load Center

(2 separately

fused 15 A

circuits)

HUBBELL

Receptacles

(5262 15 A

or equivalent)

Ground Wire #14 AWG

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4" Box (RACO 230 or equivalent)

Single-Point

Ground

Ground Bar Mounted on a 4" Box (Square "D" PK9GTA or approved equivalent)

#12 or #14 AWG Copper

Wire to Each Power Supply

Grounding Screw

Figure 2-1. AC Grounding Requirements

CAUTION:

The AC outlet for the control unit cannot be switch-controlled. Plugging the control unit into such an

4" Cover (RACO 807 or equivalent)

Ground Wire

#6 AWG Copper Approved Building Ground

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

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AC Power and Grounding

outlet invites accidental disconnection of the system. The

AC outlet must be properly wired as described in “AC Outlet Tests.”

Table 2-2. AC Power Requirements

Parameter Value

Nominal voltage 117 V AC Voltage range 110–125 V AC Frequency 60 Hz +/– 5% Maximum current 3 amps per power supply Power consumption 225 watts per power supply

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AC Outlet Tests

If the AC outlet tests indicate that any of the power requirements in

Table 2–2 are not met, your customer must contact a licensed electrician.

If the AC outlet tests reveal any of the following conditions, they must be corrected before you install the system:

■ Open ground

■ Hot and neutral reversed

■ Open hot

■ Open neutral

■ Hot and ground reversed

Do not

install the system until all requirements are met.

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WARNING:

Hazardous voltages are present during the following tests. Follow all instructions carefully when working with AC power line voltages.

Using an Ideal 61-035 Circuit Tester (or Equivalent)

!Plug the circuit tester into the outlet that you want to test.

If the circuit is properly grounded, the yellow and white lights on the tester turn on.

!Unplug the circuit tester.

Using a Volt-Ohm Milliammeter (VOM)

!Set the VOM to the lowest scale on which you can read 130 V AC. !Measure the AC outlet voltages. Figure 2-2 on page 2-10

■ Phase to ground should be 110 to 125 V AC.

■ Neutral to ground should be less than 1 V AC.

■ Phase to neutral should be 110 to 125 V AC.

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Installing the Control Unit

AC Power and Grounding

110 - 125

Volts AC

Ground

Phase (HOT)

Neutral

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Less than

1.0 Volt AC

Figure 2-2. Measuring the AC Outlet Voltages

WARNING:

If the voltage readings do not measure the values required, the AC

outlet is improperly wired—do not install the system. Advise the customer to have a licensed electrician correct the problem.

Grounding Requirements

Proper grounding of the installation site safeguards the system by protecting it from the following:

■ Lightning

■ Power surges

■ Power crosses on central office trunks

■ Electrostatic discharge (ESD)

When installing the control unit, make sure you meet the following grounding requirements:

110 - 125 Volts AC

■ The control unit, the central office trunk protector, and the AC

power service panel should be as close to each other as possible.

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Installing the Control Unit

AC Power and Grounding

■ Because equipment can be located throughout a building, the

National Electrical Code requires that the ground point for the central office trunk protector be bonded to the AC power ground

as shown in Figure 2–3.

■ The AC outlet and the single-point ground bar must be properly

grounded as shown in Figure 2–1 and Figure 2–3.

■ Each power supply in the control unit must be connected to the

single-point ground bar by a #12 AWG or a #14 AWG solid copper wire. Figures 2–1 and 2–3 show this connection.

■ This wire run should be as short as possible, preferably within 5 ft.

(152 cm), not to exceed 10 ft. (305 cm). See “Approved Grounds,” later in this chapter, for more information.

■ The AC outlet must be connected to the 147A protector with a #12

AWG or a #14 AWG solid copper wire.

Issue 1

August 1998

Page 2-11

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Installing the Control Unit

AC Power and Grounding

Issue 1

August 1998

Page 2-12

To Central

Office or

Serving

Facility

Lines

#12 or #14

AWG

Ground

Wire

Line

Protector

Earth

Ground

Interface

Power

(

Supply

CAUTION

TURN OFF

POWER BEFORE

INSERTING OR

REMOVING

MODULES

#6 AWG

Ground

Bond

Wire

Network

25-Pair Cable

Coupled Bonding Conductor (optional)

)

Processor

Plug

Outlet

Wire

Power

Ground

Rod

DIW or

Single Point Ground Bar

Shield

Ground

Wiring

Field

GND (Green)

Commercial

Power

Service

D2R Cords

Figure 2-3. Central Office and AC Grounds

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

AC Power and Grounding

555-661-140

Issue 1

August 1998

Page 2-13

WARNING:

An improper ground can cause equipment failures, service outages, and electrical shock. Verify that the AC power uses an approved ground for its primary ground, that all voltage-limiting devices are grounded to an approved ground, and that the ground is one of the approved grounds listed below.

Approved Grounds

Approved grounds are listed below, in order of preference:

■ Building Steel. The most preferred ground.

■ Acceptable Water Pipe. Must be a metal,

underground water pipe at least ½ in. (1.27 cm) in diameter, and in direct contact with the earth for at least 10 ft. (3 m).

It must be electrically continuous so that the protector ground is uninterrupted. (Check for insulated joints, plastic pipe, and plastic water meters that might interrupt electrical continuity.)

A metallic underground water pipe must be supplemented by the metal frame of the building, a concrete-encased ground, or a ground ring. If these grounds are not available, the water pipe ground can be supplemented by one of the following types of grounds:

not plastic or vinyl,

— Other local metal underground systems or structures, such

as tanks and piping systems,

but not gas pipes

— Rod and pipe electrodes, a 5/8-in. (1.58-cm) solid rod or

¼-in. (0.63-cm) conduit or pipe electrode driven to a minimum depth of 8 ft. (244 cm)

— Plate electrode, a minimum of 2 square ft. (61 square cm)

of metallic surface exposed to the exterior soil

■ Concrete-Encased Ground. Must be an electrode, consisting of

one of the following:

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

AC Power and Grounding

555-661-140

— At least 20 ft. (6.1 m) of one or more steel reinforcing rods,

each at least

½ in. (1.27 cm) in diameter

— 20 ft. (6.1 m) of bare copper conductor not smaller than #4

AWG, encased in 2 in. (5 cm) of concrete

NOTE:

This electrode must be located within and near the bottom of a concrete foundation or footing that is in direct contact with the earth

— Ground ring, consisting of at least 20 ft. (6.1 m) of bare

copper conductor (not smaller than #2 AWG) encircling the building. The ground ring must be in direct contact with the earth and buried at least 2.5 ft. (77 cm) below the earth’s surface.

Issue 1

August 1998

Page 2-14

WARNING:

Do not use a metal underground gas piping system - this is a

safety risk.

Central Office Trunk Protection

The local telephone company is responsible for providing the following protection of central office (CO) trunks at the entrance to the site:

■ Carbon blocks or gas discharge tubes connected to an approved

ground

■ Adequate bonding of the central office trunk protector ground and

the power company ground

CAUTION:

Check these requirements with a simple, visual inspection. If you cannot verify that the central office grounding requirements are met, contact the central office. Do not connect the control unit to the central office trunks until you are certain that these requirements are met.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

AC Power and Grounding

555-661-140

Heavy Lightning Protection

For most surges, adequate protection is provided by meeting the previously listed requirements. Additional protection is required when the customer is located in a heavy lightning area.

Connect a 147A protector to the system to limit surges from the AC lines and up to four CO trunks.

For systems with more than four CO trunks, do the following:

■ Connect a 146A protector to the 147A protector, providing

protection for an additional four trunks.

■ Connect up to three (maximum) 146A protectors to a 147A

protector, allowing a maximum of 16 trunks on one 147A protector.

■ For more than 16 trunks, add another 147A protector and

continue adding 146A protectors as needed. See Table 2–3 for various configurations and Figure 2-4 on page 2-16 147A protector installation.

Issue 1

August 1998

Page 2-15

for a typical

Table 2-3. Heavy Lightning Protection

Number of CO Trunks Required Protectors

1–4 147A 5–8 147A and one 146A 9–12 147A and two 146As 13–16 147A and three 146As 17–20 Second 147A 21–24 Second 147A and one 146A

NOTE:

When you use the second 147A, you can connect the 146As in any combination, up to a maximum of three 146As per 147A.

For detailed installation instructions, see the documentation packaged with the protectors.

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Installing the Control Unit

AC Power and Grounding

Issue 1

August 1998

Page 2-16

CONTROL UNIT

To Central

Office

Cross-Connect

Field

TEL CO LINE

147A Protector

Status

Indicator

Light

Ground

Strap

Connection

AC Surge/Suppressor

Protector

Outlet

To Control Unit

146A

Protector

Ground Strap

)

n i

(

l e

ta i

(

PROCESSOR

O W

E R

A U T

IO N

O F F

u r n

o f f

o w

e r b

f o

e t i n g

r o v i n

o d

u l e s

AG INPUT

A G

I N P

U T

FRFR G

GND

N D

#12 or #14 AWG Ground Wire

To Power Supply Module

Connect telecommunications equipment only to these outlets. Maximum load 12.5A

Control Unit

Figure 2-4. Installing 146A and 147A Protectors

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Unit Loads

555-661-140

Unit Loads

A unit load is a measure of power (1.9 watts) that you use to determine the electrical load that the components listed below place on the control

unit’s power supply.

■ Telephones and adjuncts

■ 800 DID modules

Only the telephones and adjuncts that connect to the analog and digital extension jacks (ports) on the control unit require unit load calculation. When calculating unit load, do not include any equipment with its own power supply.

Checking Unit Loads

In the event of maintenance or equipment changes, recalculate the unit loads for each carrier where there is a new configuration. Use the worksheet in Appendix B, “Unit Load Calculation Worksheet.”

Issue 1

August 1998

Page 2-17

As a general rule, if you can distribute the 800 DID modules and telephone modules equally across the carriers, you prevent unnecessary drain on any one carri er. However, the rule varies depending on the system’s operating mode. The next two sections provide the rules for calculating unit loads in various modes.

Unit Loads for Hybrid/PBX Mode

Older power supplies (models 391A1 or 391A2) generally support six modules of any type in Hybrid/PBX mode, without requiring an upgrade to a newer power supply (model 391A3 or 391C1). If the following conditions are true, however, the unit loads on a carrier can exceed the 54-unit maximum and, therefore, require a newer power supply (model 391A3 or 391C1):

■ All six carrier slots are occupied by MLX telephone or analog

multiline telephone modules.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Basic Carrier

555-661-140

■ The carrier has a total of more than 45 MLX-20L telephones or

34-button analog multiline telephones installed.

Unit Loads for Key or Behind Switch Mode

In a Key or Behind Switch system with four or fewer modules, no calculation is needed. The older power supplies (models 391A1 or 391A2) generally support four modules of any type. With more than four modules, a newer power supply (model 391A3 or 391C1) may be needed.

Installing the Basic Carrier

Continue with this procedure only if you have met all of the requirements discussed earlier in this chapter.

NOTE:

When you mount the basic carrier onto the backboard, leave 29 in. (73.66 cm) of backboard to the right. This allows you to easily install and remove the control unit cover, and also allows enough room for system expansion to the right for a total length of up to three carriers.

Issue 1

August 1998

Page 2-18

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Basic Carrier

555-661-140

August 1998

Page 2-19

To install the basic carrier, follow the steps below:

!Mark the screw-hole locations on the backboard, using the basic

carrier or the template supplied with the plastic preassembled

backboard as a guide. See Figure 2–5.

Make sure the carrier is level before marking the holes.

!Drill a pilot hole in the center of each of the four screw-hole marks. !Anchor the screws approximately halfway into the backboard. !Position the carrier on the screws and slide the carrier to the left. !Tighten the screws.

Mounting Surface

Issue 1

Mounting Screw

Backboard

Figure 2-5. Marking the Basic Carrier Screw Holes

Basic Carrier

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Power Supply

555-661-140

Installing the Power Supply

Issue 1

August 1998

Page 2-20

WARNING:

Do not attach any cables or power cords to the power supply until it is installed in the carrie r.

Do not power up the control unit until all of the modules and power

equipment are installed. Once they are installed, refer to “Powering Up the System,” later in this chapter. Failure to comply with this procedure can result in shock hazard and/or damage to the equipment.

If you are upgrading an older system and a ring generator is specified in the system forms (Control Unit Diagram), install it in the power supply before putting the power supply in the carrier. The procedure is detailed in Maintenance and Troubleshooting.

For expansion carriers with older power supply modules only, a copper shield must be installed on the power supply before installing it in the carrier. The procedure is explained in “Installing a Copper Shield,” later in this chapter.

Before touching leads, connectors, pins, and other components, use a properly grounded wrist strap, to prevent damage from electrostatic discharge (ESD).

Remove the protective cover from the gold-finger connector (on the back of the power supply) before inserting it into the carrier.

Installing the power supply can involve as many as four procedures, depending on the system configuration. The procedures are:

■ Turning off all power to the control unit

■ Installing a copper shield [for older power supply modules (391A1,

391A2, 391B1) only]

■ Installing the ferrite cores

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Power Supply

555-661-140

NOTE:

It is not necessary to install ring generators in a new system with new 012 (apparatus code 517G13 or later) or new 008 (apparatus code 517D28 or later letter) modules. If you are upgrading or using older modules, see

Maintenance and Troubleshooting.

Turning Off the Power

Issue 1

August 1998

Page 2-21

!Turn off !Disconnect

each

power supply.

all

power cords and auxiliary units.

Installing a Copper Shield

The added power supply in each expansion carrier can cause excessive noise in the module occupying the next slot. To eliminate this noise, a copper-foil shield is installed over the power supply. These shields and their labels are packaged in the power unit shielding kit included with the expansion carrier.

NOTE:

The 391C1, 391A3 and 391B2 power supply modules do not require copper shielding. Perform this procedure for older power supply modules (391A1, 391A2, and 391B1) only.

To install a copper shield, follow the steps below. Refer to Figure 2–6 throughout the procedure.

!Make sure all power is off. !Place the power supply on a flat surface with the right side up (as

viewed from the front edge).

!Wipe the module free of any dust or dirt. !Peel the backing paper from the smaller copper-foil shield to

expose the adhesive.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Power Supply

555-661-140

August 1998

Page 2-22

Check the positioning of the foil shields before sticking them to the side of the module. Once in place, the foil is difficult to remove.

!Position the foil on the upper part of the module and work out any

air bubbles as you press the foil firmly in place.

!Peel the backing paper from the larger copper-foil shield to expose

its adhesive.

!Position the foil on the lower part of the module.

must

a. The shields b. They should

meet.

not

overlap or have

any space

between them.

Issue 1

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Installing the Control Unit

Installing the Power Supply

Upper Copper Foil Shield

Lower Copper Foil Shield

Power Unit

CAUTION

TURN OFF

POWER BEFORE

INSERTING OR

REMOVING MODULES

Information Label

Issue 1

August 1998

Page 2-23

UL Label or CSA Label

Figure 2-6. Installing a Copper Shield in the Power Supply

!T uck the foil shield tightly along the ledge (or crease) of the housing

and work out any air bubbles as you press the foil firmly in place.

!With the copper-foil shield in place, put the power unit information

label on the lower piece of foil.

! Attach the UL or CSA label on the power supply below the

copper-foil shield.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Power Supply

555-661-140

Installing the Power Supply Module in the Carrier

!Lower the power supply module hook onto the rod on top of the

carrier.

!Make sure the connector on the module mates properly with the

connector on the carrier.

!Push the module into the carrier until it locks into place.

Installing the Ferrite Cores

At this point, the power supply should have been installed in the carrier, but no cables or power cords should be attached to the power supply module.

NOTE:

If you are upgrading a system, unplug the AC power cord and remove the ground wire attached to the grounding screw on the front of the power supply.

Issue 1

August 1998

Page 2-24

Follow these steps to install the ferrite cores:

!Feed the AC power and ground wire through the wire manager

(refer to Figure 2–7).

!Open the ferrite cores by unsnapping the plastic case. !Attach a ferrite core around the AC power cord and the ground wire

by snapping the plastic case shut.

!Attach the second ferrite core adjacent to the first ferrite core by

repeating Steps 2 and 3.

!Slide the ferrite cores between the wire manager and the power

supply module (refer to Figure 2–7).

!Attach the ground wire to the grounding screw on the power supply

module.

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Installing the Control Unit

Installing the Power Supply

!Check that the other end of the ground wire is connected to the

terminals of the single-point ground bar on the AC outlet box.

CAUTION:

Do not connect the power cord until the entire control unit is assembled.

POWER SUPPLY MODULE

Issue 1

August 1998

Page 2-25

AC Power Cord

Ground Wire

Attach

Ferrite Cores

CAUTION

TURN OFF

POWER BEFORE

INSERTING OR

REMOVING MODULES

(Open Position)

Figure 2-7. Installing the Ferrite Cores

On/Off Power Indicator (Green LED)

-48 VDC Auxiliary Power Input Jack On/Off Switch AC Power Input Grounding Screw

Wire Manager

Feed AC Power Cord and Ground Wire through Wire Manager

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Auxiliary Power Unit

555-661-140

August 1998

Installing the Auxiliary Power Unit

The Control Unit Diagram on the back of Form 1, System Planning, indicates whether an auxiliary power unit is required for the carrier that you are installing.

NOTE:

Use the 9024 auxiliary power unit for new installations. You can continue to use a previously installed 335A auxiliary power unit, as long as no new telephones or modules are added to the carrier.

To install an auxiliary power unit, follow the steps below. Refer to Figure

2–8 throughout this procedure.

!Turn off the switch on the power supply. !Mount the auxiliary power unit on a surface (preferably the

backboard) within 2 ft. (61 cm) of the control unit.

!Plug the power unit line cord into the AUX POWER INPUT jack on

the power supply.

Issue 1

Page 2-26

!Plug the other end of the line cord into the AUX POWER jack on the

auxiliary power unit.

CAUTION:

Do not plug the power supply or the auxiliary power unit into the AC outlet until you are ready to turn on the system, as described in

“Powering Up the System” later in this chapter. If the system is backed up by an Uninterruptible Power Supply

(UPS), connect the auxiliary power to the UPS. Do not attach the power cord(s) to any building surfaces. Use only the power unit line cord supplied with the auxiliary power

unit. An incorrect cord will damage the power supply and may damage modules.

MERLIN LEGEND Communications System Release 6.1

A A

Installation

Installing the Control Unit

555-661-140

Installing the Auxiliary Power Unit

-48 VDC Auxiliary

Auxiliary

Pow er

Power

Input

Unit

INPUT

AUX

POWER

Input

Issue 1

August 1998

Page 2-27

Processor

-48 VDC

Power Cord

Ground Wire

UX Power Unit C Power Cord

Outlet

Figure 2-8. Installing an Auxiliary Power Unit

Ferrite Cores

Control Unit AC Power Cord

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing Expansion Carriers

555-661-140

August 1998

Page 2-28

Installing Expansion Carriers

If you are adding an expansion carrier to an existing system, see

“Upgrading the Control Unit” in Chapter 9 before continuing. If you are to install one or more expansion carriers, follow the steps

below to mount each one. Refer to Figure 2–9 and Figure 2–5 throughout the procedure.

!Locate the breakaway plastic tab on the right side of the previously

mounted carrier. Using a flat-blade screwdriver, gently pry the tab open to expose the card extender.

!Align the connector of the expansion carrier with the card extender

on the previously mounted carrier and slide the connector onto the extender.

!Mark the screw-hole locations on the backboard, using the

expansion carrier or the template that comes with the preassembled plastic backboard as a guide.

Make sure the carrier is level before marking the holes.

!Disconnect the expansion carrier connector from the previously

mounted carrier and put the expansion carrier aside.

!Drill a pilot hole in the center of each of the four screw-hole marks. !Anchor the screws approximately halfway into the backboard. !If housing clips are to be installed on the housing and this is the

last carrier in the control unit, place the housing clips around the right-hand molding for the screws on the back of the carrier.

If not, go to Step 8.

!Position the expansion carrier on the screws and slide it to the left,

to reconnect the expansion carrier card extender to the previous

carrier’s connector.

!Make sure the connection is secure. ! Make sure the carrier is level and the housing cl ips extend as fa r as

possible from the right side of the carrier.

! Tighten the screws.

Issue 1

MERLIN LEGEND Communications System Release 6.1 Installation

555-661-140

Installing the Control Unit

Installing Expansion Carriers

BASIC CARRIER EXPANSION CARRIER

CONNECTOR

CARD EXTENDER (under the breakaway tab)

BACKBOARD

BASIC CARRIER EXPANSION CARRIER

Issue 1

August 1998

Page 2-29

Figure 2-9. Connecting the Carriers

BACKBOARD

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Processor

555-661-140

Installing the Processor

Installing the processor includes the following procedures:

■ If

both

of the following conditions are true, follow the procedures in

“Modifying the Processor for Key Mode, in Chapter 9.”

— Form 1, System Planning, indicates Permanent Key mode. — Form 2c, System Numbering: Line/Trunk Jacks, indicates

no GS (ground-start) trunks in the Incoming Trunk Type column.

■ Insert the processor into the carrier as indicated in “Installing the

Processor in the Carrier,” later in this chapter.

NOTE:

If the system is programmed for Permanent Key mode, check the switch setting. Refer to“Modifying the Processor for Key Mode”, in Chapter 9 for detailed procedures. If the switch is set to Permanent Key-only operation, all trunks revert to loop-start. If the switch is not set, any programmed designation for ground-start trunks is retained.

Issue 1

August 1998

Page 2-30

The ground-start pool never has trunks assigned to it automatically, but must be programmed after the ground-start ports are designated. Ground-start trunks are assigned to the ground-start pool on initialization, except in a system switched for Permanent Key mode operation. (In Release 1.0, ground-start and loop-start trunks automatically defaulted to loop-start.)

Beginning with Release 3.0, the feature module required for Release 2.1 and earlier is no longer needed. The Release 3.0 processor module contains a PCMCIA memory card interface capable of accommodating a 4-MB memory card. This card is used to install or upgrade system software and per form firmware upgrades on circuit modules. It can be used to back up and restore system programming.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Processor

555-661-140

CAUTION:

August 1998

Page 2-31

Before touching leads, connectors, pins, and other components when handling the circuit board, use a properly grounded wrist strap to prevent damage from electrostatic discharge (ESD).

Installing the Processor in the Carrier

To install the processor in the carrier, follow the steps below. Refer to

Figure 2–10.

!Remove the protective cover from the gold-finger connector on the

back of the processor.

!Lower the hook on top of the processor mod ule onto the rod on t op

of the carrier in Slot 0, the first slot next to the power supply.

!Make sure that the connector on the module mates properly with

the connector on the carrier as you swing the processor down into place.

Issue 1

CAUTION:

To avoid damage, do not force the module. If the module does not insert easily, press the bottom rear locking tab, remove the module, and inspect the module and carrier for damage or obstruction. The bottom-rear locking

tab is shown in Figure 2–10. This tab is used on all modules. If there is no damage and no obstruction, reinsert the module. A damaged carrier or module must be replaced.

!Push firmly until the processor snaps into place.

The processor should be securely attached to the carrier and locked in place by the locking tab on the bottom rear of the processor.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Processor

555-661-140

Issue 1

August 1998

Page 2-32

Figure 2-10. Installing the Processor into the Carrier

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Modules

555-661-140

Installing the Modules

CAUTION:

When installing the modules, use a properly grounded wrist strap to prevent damage from electrostatic discharge (ESD), and avoid touching leads, connectors pins, and other components.

Guidelines

Follow these guidelines when you install modules, as indicated on the Control Unit Diagram of Form 1, System Planning:

■ Do not leave empty slots between modules. The system ignores

modules installed beyond any empty slot.

■ If a phantom module (a programmed empty slot) is indicated on

the Control Unit Diagram, make sure the slot remains empty and do not install any modules to the right of it. The system ignores any modules installed to the right of a programmed empty slot.

■ Make sure you install each module in its assigned slot. If you

install a module in the wrong slot, the system will not function properly.

■ Be sure to place all 012 modules and all 008 OPT modules

without built-in ring generators in carriers with modules that have ring generators so that the modules without ring generators can be supported.

Issue 1

August 1998

Page 2-33

NOTE:

All 016 (T/R) modules and some 012 modules (apparatus code 517G13 or later) have built-in ring generators.

■ Once you have installed the power supply and the processor in

the basic carrier, use the remaining slots for the modules as follows:

— Basic carrier: slots 1 through 5 — First expansion carrier: slots 6 through 11 — Second expansion carrier: slots 12 through 17

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Modules

555-661-140

August 1998

Page 2-34

Installing Modules

To install modules starting from slot 1 (the first open slot next to the processor), follow the steps below:

!For each 400EM tie line/trunk module, for jacks numbered 1 through

4 in Figure 2–11, check Form 3c, Incoming Trunks: Tie, for E&M signaling type.

Set the dual in-line packaging (DIP) switches on the front of the 400EM Tie Trunk module according to the E&M signaling type settings listed in

Table 2-4 on page 2-36 ure 2-11 on page 2-38. The default E&M signal does not require any

adjustments in the DIP switches.

!Remove the protective cover from each module’s gold-finger

connector.

!Lower the hook on top of the module onto the rod on the top of the

carrier in the appropriate slot. See Figure 2-10 on page 2-32

and Table 2-5 on page 2-37 and shown in Fig-

Issue 1

!Make sure the connector on the module mates properly with the

connector on the carrier.

!Swing the module into the slot and firmly push the module into the

carrier until it locks into place.

CAUTION:

To avoid damage, do not force the module. If the module does not insert easily, press the bottom rear locking tab, remove the module, and inspect the module and carrier for damage or obstruction.

If there is no damage and no obstruction, reinsert the module. A damaged carrier or module must be replaced.

!Repeat Steps 1 through 5 for each module you want to install.

MERLIN LEGEND Communications System Release 6.1 Installation

Installing the Control Unit

Installing the Modules

555-661-140

Tie Trunks

Tie trunks connect two separate PBX communications systems either directly or through one or more central offices, as if they were one system at the same location. In the MERLIN LEGEND Communications System, the 400EM module is the originating and terminating unit for tie trunk operation.

Tie Trunk Signaling

The 400EM (tie trunk) module can transmit signals in three different formats. Each format is made up of a specific signaling mode and a specific signaling type. The DIP switches on the 400EM module allow you to select the signaling mode for tie trunk transmission. The signaling type is selected through system progr amming.

Signaling Modes

There are two signaling modes:

■ E&M. This is a standard interface. The E&M signaling leads are

separate from the transmission leads, requiring a 3-pair wire interface.

■ Simplex. In Simplex, the two signaling leads are superimposed

onto the analog transmission leads, providing a 2-pair wire interface for connecting two local systems at minimal cost.

Protected or Unprotected

Issue 1

August 1998

Page 2-35

Depending on the type of tie trunk installation, protective resistance may be installed to protect the circuit from outside interference from high-voltage transients or voltage fluctuations. In Simplex mode, the circuit always requires protective resistance. The E&M mode can be either protected or unprotected, depending upon the location of the distant PBX.

Signaling Types

Three different signaling types combine with the signaling modes. Together, these create the proper signaling format for each system. Signaling types in each mode are as foll ows :

Lucent Technologies 555-661-140 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

New Features and Enhancements xxiii

Prior Releases Features and Enhancements xxix

About This Book liii

1 Introduction 1-1

2 Installing the Control Unit 2-1

3 Installing Telephones and Adjuncts 3-1

5 Installing the PC, CAT, or Printer 5-1

6 Connecting Data Equipment 6-1

7 Initializing and Testing the System 7-1

8 Installing Applications 8-1

9 Upgrading the System 9-1

A System Numbering Forms A-1

B Unit Load Calculation Worksheet B-1

IN Index IN-1

New Features and Enhancements

Release 6.1 Enhancements (August 1998)

Private Networking

Centralized Voice Messaging

Group Calling Enhancements

Transfer Redirect

Direct Station Selector

Call Forwarding

SMDR

Decrease in Call Set-Up Time

PRI Switch Type Test

Service Observing

Win SPM

Windows NT Driver

Prior Releases Features and Enhancements

Release 6.0 Enhancements (February, 1998)

Private Networks

Group Calling Enhancements

Queue Control

Prompt-Based Overflow

Centrex Transfer via Remote Call Forwarding

Computer Telephony Integration (CTI)

Basic Call Control

Screen Pop

HotLine Feature

Group Calling Enhancements

Most Idle Hunt Type

Delay Announcement Devices

Enhanced Calls-in-Queue Alarm Thresholds

MLX-5 and MLX-5D Telephones

Additional Network Switch and Services Options for ISDN Primary Rate Interface (PRI)

Improvements to Station Message Detail Recording (SMDR) and Support for MERLIN LEGEND Reporter Application

MERLIN LEGEND Reporter

Maintenance Enhancements

Change to Permanent Error Alarm

Enhanced Extension Information Report

Coverage Timers Programmed for Individual Extensions

Night Service with Coverage Control

Night Service Group Line Assignment

Forward on Busy

Release 4.0 Enhancements (March, 1996)

Maintenance Testing for BRI Facilities that Are Part of Multiline Hunt Groups (MLHGs)

Support for Up to 200 Extensions

Support for National ISDN BRI Service

New Control Unit Modules

800 NI-BRI Module

016 Tip/Ring Module

Downloadable Firmware for the 016 and NI-BRI Modules

Support for 2B Data Applications

Support for T1 Switched 56 Digital Data Transmission

Forwarding Delay Option

Voice Announce on Queued Call Console

Single-Line Telephone Enhancements

Seven-Digit Password for SPM

Call Restriction Checking for Star Codes

Trunk-to-Trunk Transfer Set for Each Extension

Programmable Second Dial Tone Timer

Security Enhancements

Disallowed List Including Numbers Often Associated with Toll Fraud

Default Pool Dial-Out Code Restriction for All Extensions

Default Outward Restrictions for VMI Ports

Default Facility Restriction Level (FRL) for VMI Ports