Every effort was made to ensur e th at the info rm ation in this book was complete and accurate at the time of printin g. How ever, information is
subject to change. See App end ix A, “Customer Support Information,” for important i nformation.
Your Responsibility for Your System’s Security
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. Note that there may be a risk of toll fraud associated with your
telecommunications system, and if toll fraud occurs, it can result in subs tantial additional charges for you r tele com m unications 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 programming documents provided
with this product in order to fully understand the features th at ca n int roduce 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 important inform ation regarding your system and toll fraud, see Appendix A, “Custome r Support Information.”
Federal Communications Commission Statement
This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits
are designed to provide rea sonable protection agai nst ha rmful interference when the equipment is opera te d in a commercial envir onm ent. This
equipment generates, use s , and can radiate radio frequency energy and, if not instal led and used in accordance with the instruction manual, may
cause harmful interference t o radio communications. Operation of this equipment in a resid ent ial area is likely to cause harmful i n terference, in
which case the user will be required to correct the interference at his own expense. For further FCC information, see Ap pe ndix A, “Customer
Support Information.”
Canadian Department of Communications (DOC) Interference Information
This digital apparatus does no t ex ce ed the Class A limits for radio noise emissions set out i n the radio interference regulati ons of t he Canadian
Department of Communications.
Le Présent Appareil Numériqu e n’ émet pas de bruits radioélectriques dépassant les limites applicables aux appareil s num é riq ues de la classe A
préscrites dans le règlement sur le brouillage radioélectrique édicté par le ministère des C om munications du Canada.
Trademarks
5ESS, AUDIX, DEFINITY, HackerTracker, CONVERSANT, Lucent Technologies Attendant, Fax Attendant System , MERLIN, ME RL IN
LEGEND, MERLIN MAIL, MERL IN PF C, MLX-10, MLX-10D, MLX-10DP, MLX-16DP, MLX-20L, MLX-28D, Passa ge Way, PARTNER,
and Voice Power are registere d tr ademarks and 4ESS, Intuity, Luc en t Te c hnologies, MLX-5, MLX-5D, and E xpressRoute 1000 are trademarks
of Lucent Technologies in the U S a nd other countries. NetPROT ECT is a service mark of Lucent Te chnologies in the US and other co untries.
Supra, StarSet, and Mirage are registered tradema rks of P lantronics, Inc.
MEGACOM, ACCUNET, AT&T, Magic on Hold, and MultiQuest are registered trademarks of AT&T.
Pipeline is a tradem ark of Ascend Communications, Inc.
Intel and Pentium are registered trademarks of Intel Corporation.
PagePac is a registered trademark and PagePal a trademark of DRACON, a division of Harris Corporation.
UNIX is a registered trademark of UNIX System Laboratories, Inc
NORTEL is a regis tered trademark and DMS a trad emark of Northern Te lecom.
MCI, Prism, and Vnet are registered trademarks of MCI Communications Corp.
Apple and Macintosh are registered trademarks of Apple Computer, Inc.
Microsoft and Windows are registered trademarks of Microsoft Corporation.
Ordering Information
Call:BCS Publications Center
Voice 1 800 457-1235 International Voice 317- 322-6791
Write:BCS Publications Center
Order:Document No. 555-661-110
For more information abou t L uce nt Technologies docu m ent s, refe r to t he sect io n entitled ‘‘Related Docum ents’’ on page xlix
Support Telephone Number
In the continental US, Lucent Technologies provi des a tol l-f ree customer helpline 24 hours a da y. Call the Lucent Technologi es Helpline at
1 800 628-2888 or your Luce nt Te chnologies authorized dealer if you need assistance when install in g, programming, or using your system.
Consultation charges may apply. Outside the conti nental US, contact your loc al Lucent Technologies a uth orized representative .
Lucent Technolo gies Fraud Intervent io n
If you suspect you are being victimized by toll fraud and you need technical support or assistance, call BCS National Service Assistance Center at
1 800 628-2888.
Year 2000 Compliance
The MERLIN LEGEND Communications System is cer tified to be Year 2000 comp liant. Additional inf ormation on this certif ication, and other
issues regarding Year 2000 compliance, is available online at http://www.lucent.com/enterprise/sig/yr2000.
Warranty
Lucent Technologie s provides a limited warranty on this product. Refer to “Lim it ed Wa rranty and Limitation of Li ability” in Appendix A,
“Customer Support Information. ”
Fax 1 800 457-1764 International Fax 317-322-6699
2855 North Franklin Road
Indianapolis, IN 46219- 1385
Comcode: 108289000
Issue 1, August 1998
.
MERLIN LEGENDCommunications System Release 6.1
System Planning
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Contents
Contents
New Features and Enhancementsxiii
■ Release 6.1 Enhancements (August, 1998)xiii
Prior Releases: Features and Enhancementsxvii
■ Release 6.0 Enhancements (February, 1998)xvii
■ Release 5.0 Enhancements (June, 1997)xxii
■ Release 4.2 Enhancements (June, 1997)xxvii
■ Release 4.1 Enhancements (June, 1997)xxx
■ Release 4.0 Enhancements (March, 1996)xxxii
■ Release 3.1 Enhancements (March, 1996)xxxv
Issue 1
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Page iii
About This Bookxxxvii
■ Intended Audiencexxxvii
■ How to Use This Bookxxxvii
■ Terms and Conventions Usedxxxix
■ Securityxli
■ Related Documentsxlii
■ How to Comment on This Bookxliii
1Before You Begin1–1
■ Reviewing System Components1–1
■ Confirming the Location of the Control Unit1–2
■ Requirements for Supporting CTI Applications1–6
■ Obtaining Telephone Company Information1–10
■ Obtaining User Information1–11
■ Obtaining a Floor Plan1–13
MERLIN LEGENDCommunications System Release 6.1
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Contents
2Control Unit Configuration2–1
■ Planning Module Plac eme nt2–2
■ Recording System Oper ati ng Cond iti ons2–7
■ Numbering the System2–13
3Lines/Trunks3–1
■ Identifying Line/Trunk Jacks3–2
■ Selecting Line/Trunk Options3–11
■ Assigning Lines/Trunks3–50
■ Assigning Telephone Buttons3–52
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4Features4–1
■ Telephone and Extension Features4–2
■ Operator Features4–18
■ Group-Assigned Features4–26
■ System Features4–41
5Data Communications5–1
■ Terminology5–3
■ About Data and Video Communications5–5
■ Planning Overview5–19
■ Assigning Extension Jacks5–21
■ Assigning Lines/Trunks to Data and Video Stations5–27
■ Assigning Features to Data Stations5–35
■ Creating Data Hunt Groups5–40
■ Digital Data/Video Stations5–42
MERLIN LEGENDCommunications System Release 6.1
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August 1998
Contents
6Modifications6–1
■ Preparation6–2
■ Adding to the System6–2
7Upgrading7–1
■ Upgrading to Release 6.17–2
■ Release 6.1 Forms7–5
ACustomer Support InformationA–1
■ Support Telephone NumberA–1
■ Federal Communications Commission (FCC)
Electromagnetic Interference InformationA–1
■ Canadian Department of Communications (DOC)
Interference InformationA–2
■ FCC Notification and Repair InformationA–2
■ Installation and Operational ProceduresA–4
■ DOC Notification and Repair InformationA–5
■ Renseignements sur la notification du ministère des
Communications du Canada et la réparationA–6
■ Security of Your System: Preventing Toll FraudA–9
■ Toll Fraud PreventionA–10
■ Other Security HintsA–16
■ Limited Warranty and Limitation of LiabilityA–20
■ Remote Administration and MaintenanceA–21
Issue 1
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BSystem FormsB–1
CData FormsC–1
MERLIN LEGENDCommunications System Release 6.1
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MERLIN LEGENDCommunications System Release 6.1
System Planning
Figures
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Issue 1
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Page vii
Figures0
1Before You Begin
1–1System Configuration for Support of CTI Applications1–7
1–2Sample Floor Plan1–14
2Control Unit Configuration
2–1Sample Control Unit Diagram2–6
2–2Extension Numbers for 2-Digit Numbering Plan2–34
2–3Extension Numbers for 3-Digit Numbering Plan2–35
2–4Extension Numbers for Set Up Space Numbering Plan 2–35
3Lines/Trunks
3–1Partially Completed System Form 2c3–8
3–2Factory-Set Assignment, MLX Telephones
(Hybrid/PBX Mode)3–53
3–3Factory-Set Assignment, Analog Multiline Telephones
(Hybrid/PBX Mode)3–54
3–4Factory-Set Assignment, MLX Telephones
(Key and Behind Switch Modes)3–58
3–5Factory-Set Assignment, Analog Multiline Telephones
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IMPORTANT SAFETY INSTRUCTIONS0
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.
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 inst ru cti on s.
■Follow all warnings and instructions marked on or packed with the product.
Issue 1
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Page xi
■Never install telephone wiring during a lightning storm.
■Never install a telephone jack in a wet location unless the jack is
specifically designed for wet locations.
■Never touch uninsulated telephone wires or terminals unless the telephone
wiring has been disconnected at the network interface.
■Use caution when installing or modifying telephone lines.
■Use only 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.
■Do not overload wal l out lets, as th is c an resu lt in the risk of fire o r elec tr ical
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.
MERLIN LEGENDCommunications System Release 6.1
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■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.
■Unplug the product from the wall outlet before cleaning. Use a damp cloth
for cleaning. Do not use cleaners or aerosol cleaners.
■Auxiliary equipment includes answering machines, alerts, modems, and
fax machines. To connect one of these devices, you must first have a
Multi-Function Module (MFM).
■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.
Issue 1
August 1998
Page xii
!
WARNING:
■
For your personal safety, DO NOT install an MFM yourself.
■
ONLY an authorized technician or dealer representative shall install, set
options on, 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
MERLIN LEGENDCommunications System Release 6.1
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New Features and Enhancements
Release 6.1 Enhancements
(August, 1998)0
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Page xiiiRelease 6.1 Enhancements (August,1998)
Release 6.1 includes all Release 6.0 functionality, plus the enhancements listed
below.
Private Networking0
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 Selector
■Call Forwarding
■SMDR
■Decrease in Call Set-Up Time
■PRI Switch Type Test
MERLIN LEGENDCommunications System Release 6.1
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Centralized Voice Messaging0
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
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 VMS’s 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 Centralized Voice
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Page xivRelease 6.1 Enhancements (August, 1998)
■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 Enhancements0
A calling group can have a
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
group. See the
Network Reference
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.
single
non-local member that is defined by the Uniform
for details.
only
member in the calling
■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.
MERLIN LEGENDCommunications System Release 6.1
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■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).
Transfer Redirect0
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 Selector0
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Page xvRelease 6.1 Enhancements (August, 1998)
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.
Call Forwarding0
The Forward feature now can be used to send calls to non-local extensions
across the private network.
SMDR0
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 Time0
The set-up time for a call across a private network has been reduced by
programming the number of UDP digits expected.
MERLIN LEGENDCommunications System Release 6.1
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PRI Switch Type Test0
A new maintenance test, the PRI Switch Type Test, has been created to allow
Lucent T echnologies technicians or authorized dealers to automatically determine
if each end of the PRI tandem trunks has been programmed correctly.
Service Observing0
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 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.
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Page xviRelease 6.1 Enhancements (August, 1998)
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 SPM0
The System Programming and Maintenance (SPM) software is now available in a
Windows format called
Win SPM
. For Release 6.1 and later systems, Win 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 NT, and
Windows 98.
Windows NT Driver0
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 applications.
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Prior Releases: Features and
Enhancements
Release 6.0 Enhancements
(February, 1998)0
Issue 1
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Page xviiRelease 6.0 Enhancements (February,1998)
Release 6.0 includes all Release 5.0 functionality, plus the enhancements listed
below.
Private Networks0
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 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,
tandem trunks
to connect networked systems.
™
®
Enterprise
Communications Systems in
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
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. Pri vat e net wor ked tr un ks may al low yo u to real iz e si gnifi cant
cost savings on long-distance and toll calls by performing tandem switching
in the following two ways:
— Callers on a local system, or individuals dialing in to remote access
at a local system, can reach the public switched telephone network
(PSTN) via outside trunks connected to other systems in a private
network, avoiding toll charges or decreasing the cost of toll calls. No
special dialing is required. For example, an organization might have
a main office in Boston and a subsidiary office in New Jersey,
connected by networked private tandem trunks between two
systems. A user in the New Jersey office who wishes to make an
outside call to the 617 area code (Boston) can do so through a
line/trunk connected to the system in Boston. For example, he or
she might dial ,
. The local ARS tables would route this
call over the private network trunks and use the ARS tables of the
remote system in Boston to route this call. The system managers at
each end of a private network set up ARS and Remote Access
features to implement this functionality.
— In addition, local organizations or incoming DID calls use private
networked trunks to make intersystem calls between networked
systems, which may be geographically distant from one another,
also resulting in toll savings.
■Service Cost Savings. In addition to toll call saving, there are two ways
that organizations can save on service costs incurred from
telecommunications providers that provide public switched telephone
network access:
— You order a point to point T1 facility from a service provider, then
use system programming to set it up for PRI signalling. As
necessary, a service provider can provide amplification on the T1
facility, but does not supply switching services.
— You can tailor your use of PRI B-channels with drop-and-insert
equipment that allows fractional use of B-channels for dedicated
data/video communications between systems at speeds greater
than 64kbps per channel or 128 kbps for 2B data, while keeping the
remaining B-channels for PRI voice traffic. The PRI D-channel must
remain active.
— You can tailor use of T1 channels to support both T1-emulated
tandem tie service and T1 Switched 56 service for data
communications at 56 kbps per channel, allowing 2B data transfers
at 112 kbps. You can also use drop-and-insert equipment to provide
fractional T1 use.
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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.
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 Enhancements0
Release 6.0 and later systems include Group Calling features that enhance group
calling operations.
Queue Control0
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 the calls in queue reaches the
programmed maximum, subsequent callers receive a busy signal.
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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 DGC group and calls to a calling
group through the QCC.
Internal calls that dial 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.
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.
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Prompt-Based Overflow0
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 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 Forwarding0
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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 calls
refers to calls from outside the
communications system, which may originate at extensions in the Centrex system
but not connected to the local 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. The following considerations and rules apply:
■Only outside Centrex calls are forwarded using this feature.
■The system must be equipped with analog loop-start Centrex lines and a
ll
loop-start lines in the system must be Centrex facilities. Loop-start lines do
not have to provide reliable disconnect for use by the Centrex Transfer via
Remote Call Forwarding feature.
■To transfer calls outside the Centrex system, the organization must
subscribe to a Centrex trunk-to-trunk transfer feature.
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.
MERLIN LEGENDCommunications System Release 6.1
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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.
Authorization Codes and
Remote Call Forwarding0
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.
Issue 1
August 1998
Page xxiRelease 6.0 Enhancements (February, 1998)
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Release 5.0 Enhancements (June, 1997) 0
Release 5.0 includes all Release 4.2 functionality, plus the enhancements listed
below.
Computer Telephony Integration (CTI)0
Issue 1
August 1998
Page xxiiRelease 5.0 Enhancements (June, 1997)
Beginning with Release 5.0, a PassageWay® Telephony Services CTI link from
the MERLIN LEGEND Communications System to a LAN server running Novell
®
NetWare
software allows Lucent T echnologies-certified telephony 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 an
ISDN link interface card plugged into the customer’s server. The feature is
available for Hybrid/PBX mode systems only.
NOTE:
The NetWare server software version must be 3.12, 4.1 or 4.11.
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 vi ntag e firmwar e is suppo r ted.
Basic Call Control 0
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 calls arriving 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 three-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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Screen Pop0
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:
■Calling group distribution
■ISDN PRI Routing by Dial Plan
■An extension on the MERLIN LEGEND Communications System
■Remote access
Issue 1
August 1998
Page xxiiiRelease 5.0 Enhancements (June, 1997)
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
NOTES:
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
.
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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
HotLine Feature0
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 extens i on, the tele pho ne auto mati c all y dia ls
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.
Issue 1
August 1998
Page xxivRelease 5.0 Enhancements (June, 1997)
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.
!
SECURITYlALERT:
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 Enhancements0
Release 5.0 and later systems include Group Calling features that enhance group
calling operations.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Most Idle Hunt Type0
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 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 Devices0
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.
Issue 1
August 1998
Page xxvRelease 5.0 Enhancements (June, 1997)
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.)
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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Enhanced Calls-in-Queue Alarm Thresholds0
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
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Page xxviRelease 5.0 Enhancements (June,1997)
■If the number of waiting calls is greater than or equal to the highest value,
Threshold 3, the LED lights steadily.
NOTE:
A DSS (Direct 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.
MLX-5 and MLX-5D Telephones0
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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Release 4.2 Enhancements (June, 1997) 0
Release 4.2 includes all Release 4.1 functionality, plus the enhancements listed
below. There are no hardware changes for Release 4.2.
Additional Network Switch and Services Options
for ISDN Primary Rate Interface (PRI)0
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
services):
■NORTEL
■NORTEL DMS-250 generic MCI07 serving the MCI network
■Digital Switch Corporation DEX600E generic 500-39.30 serving the MCI
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 Network
®
DMS™-100 BCS 36 for local exchange carrier services
Issue 1
August 1998
Page xxviiRelease 4.2 Enhancements (June, 1997)
■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
—DMS OUTWAT S (Outwar d Wi de 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)
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Improvements to Station Message Detail
Recording (SMDR) and Support for MERLIN
LEGEND Reporter Application0
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 Fiel d. 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.
Issue 1
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Page xxviiiRelease 4.2 Enhancements (June, 1997)
■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 LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
MERLIN LEGEND Reporter0
MERLIN LEGEND Reporter provides basic call accounting system reports for all
incoming calls to Auto Login or Auto Logout type calling groups. MERLIN
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 Summary and Trends Report
■Selection Detail Report
■Account Code Report
■Traffic Report
■Extension Summary Report
Issue 1
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Page xxixRelease 4.2 Enhancements (June, 1997)
■Data Report
■Talk and Queue Time Distribution Report
■Time of Day Report
■ICLID Call Distribution Report
■Facility Grade of Service Report
Maintenance Enhancements0
Change to Permanent Error Alarm0
Beginning with Release 4.2, the most recent permanent error alarm i s 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.
Enhanced Extension Information Report0
Beginning with Release 4.2, the Extension Information Report includes the
Extension Status (ESS) and supervisory mode of each extension.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Release 4.1 Enhancements (June, 1997) 0
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 Extensions0
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.
■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.
Issue 1
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Page xxxRelease 4.1 Enhancements (June, 1997)
Night Service with Coverage Control0
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.
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 Assignment0
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.
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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Forward on Busy0
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.
Maintenance Testing for BRI Facilities that Are
Part of Multiline Hunt Groups (MLHGs)0
Beginning with Release 4.1, the NI-1 BRI (Natio nal 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 an
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.
Issue 1
August 1998
Page xxxiRelease 4.1 Enhancements (June, 1997)
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Release 4.0 Enhancements
(March, 1996)0
Release 4.0 includes all Release 3.1 functionality, plus the enhancements listed
below.
Support for Up to 200 Extensions0
An expanded dial plan supports up to 200 tip/ring devices.
Support for National ISDN BRI Service 0
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 (
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
Issue 1
August 1998
Page xxxiiRelease 4.0 Enhancements (March, 1996)
) on a BRI line can carry one
New Control Unit Modules0
Release 4.0 supports a new NI-BRI line/trunk module and a higher-capacity
tip/ring module.
800 NI-BRI Module0
This new module connects NI-BRI trunks to the MERLIN LEGEND system for
voice, high-speed data, and video transmission.
016 Tip/Ring Module0
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.
Downloadable Firmware for the
016 T/R and NI-BRI Modules0
The Personal Computer Memory Card International Association (PCMCIA)
technology introduced in Release 3.0 continues to support these two boards for
installation and upgrade in Release 4.0. A Release 3.0 or later processor is
required for PCMCIA technology.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Support for 2B Data Applications 0
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-kbps channels) or 128 kbps (using two
64-kbps B-channels). This feature is available for Hybrid/PBX and Key modes
only.
Support for T1 Switched 56
Digital Data Transmission 0
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
Communications System or DEFINITY Enterprise Communications Server. The
two communications systems can be co-located or at different sites.
®
G1.1
Issue 1
August 1998
Page xxxiiiRelease 4.0 Enhancements (March, 1996)
Forwarding Delay Option0
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
0-9 rings. The factory setting for the forwarding delay is 0 rings (no delay).
Voice Announce on Queued Call Console0
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.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Time-Based Option for
Overflow on Calling Group0
Issue 1
August 1998
Page xxxivRelease 4.0 Enhancements (March, 1996)
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 Enhancements0
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 SPM0
Release 4.0 has increased system security by requiring a 7-digit password for
system managers or technicians who use System Programming and Maintenance
(SPM) to perform programming or the Trunk Test procedure. This password is for
use in addition to a remote access barrier code.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
555-661-112
Release 3.1 Enhancements
(March, 1996)0
Release 3.1 includes all Release 3.0 functionality, plus the enhancements listed
below.
Call Restriction Checking for Star Codes0
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
before a telephone number to disable central office-supplied caller
identification at the receiving party’s telephone. You must contract with your
telephone service provider to have these codes activated.
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.
Issue 1
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Page xxxvRelease 3.1 Enhancements (March, 1996)
Trunk-to-Trunk Transfer Set for Each Extension0
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 Timer0
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 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 Enhancements0
The sections below outline security measures that are implemented in
Release 3.1 and later systems.
Disallowed List Including Numbers Often
Associated with Toll Fraud0
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 messagi ng systems. The system manager ca n manual ly assign this
list to other extensions.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Prior Releases: Features and Enhancements
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Default Pool Dial-Out Code
Restriction for All Extensions0
The default setting for the pool dial-out code restriction (Hybrid/PBX mode only) is
restricted. No extension or remote access user with a barrier code has access to
pools until the restriction is removed by the system manager.
Default Outward Restrictions for VMI Ports0
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.
!
SECURITYlALERT:
Before removing restrictions, it is strongly recommended that you read
Appendix A, “Customer Support Information.”
Default Facility Restriction
Level (FRL) for VMI Ports0
Issue 1
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Page xxxviRelease 3.1 Enhancements (March, 1996)
The default Automatic Route Selection (ARS) FRL for VMI ports is 0, restricting all
outcalling.
Default for the Default Local Table 0
The default Automatic Route Selection (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 low er in ord er t o rest rict callin g. No ad just ment t o the r oute F RL
is required.
New Maintenance Procedure for
Testing Outgoing Trunks0
Technicians must enter a password in order to perform trunk tests.
!
SECURITYlALERT:
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 the upgrade notes and in the
relevant system guides.
MERLIN LEGENDCommunications System Release 6.1
System Planning
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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.
Issue 1
August 1998
Page xxxviiIntended Audience
Intended Audience0
This book provides detailed information about system planning. It is intended for
use by anyone who works with customers to plan, coordinate, and implement a
system, including support personnel, sales representatives, and account
executives. It is also intended for technicians who are responsible for system
installation, maintenance, and troubleshooting.
How to Use This Book0
This book has been designed to provide optimal assistance to you in completing
the planning forms, for example:
1.Since some chapters and/or sections apply to one or another of the
configurations (Key or Behind Switch, Hybrid/PBX, or data
communications), these sections are clearly marked, for example,
“Hybrid/PBX only.” Also, you are alerted to proceed or skip chapters or
sections that do not apply to your particular system. Proceed through this
book as appropriate.
2.A list of forms or information that will be needed for particular procedures
appears at the beginning of each chapter and section.
3.Where appropriate, examples of completed forms are included so you can
confirm what you have done.
MERLIN LEGENDCommunications System Release 6.1
System Planning
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Since this book assumes that you are familiar with the system, detailed
information about equipment, features, and programming are not included. Refer
to the following documentation for additional information:
■
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’’ on page -xlii provides a complete list of system
‘‘
documentation together with ordering information.
In the USA only, Lucent Technologies provides a toll-free customer Helpline
24 hours a day. Call the Helpline at 1 800 628-2888 (consultation charges may
apply), or call your Lucent Technologies representative if you need assistance
when installing, programming, or using your system.
Outside the USA, if you need assistance when installing, programming, or using
your system, contact your Lucent Technologies authorized representative.
Issue 1
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Page xxxviiiHow to Use This Book
MERLIN LEGENDCommunications System Release 6.1
System Planning
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Terms and Conventions Used0
The terms described here are used in preference to other, equally acceptable
terms for describing communications systems.
Lines, Trunks, and Facilities0
Issue 1
August 1998
Page xxxixTerms and Conventions Used
Facility
telephone system and the telephone company central office. Technically, a
connects a switch to a switch, for example, the MERLIN LEGEND
Communications System to the central office. Technically, a
facility or a communications path that does not connect switches, for example, an
intercom line or a Centrex line.
However, in actual usage, the terms
interchangeably. In this guide, we use
facilities in general. Specifically, we refer to
terms such as
talk to personnel at your local telephone company central office, ask about the
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 and the new term.
OldNew
trunk moduleline/trunk module
trunk jackline/trunk jack
stationextension
station jackextension jack
analog data stationmodem data workstation
7500B data stationISDN terminal adapter data workstation
analog voice and data stationanalog voice and modem data
digital voice and analog data stationMLX voice and modem data workstation
analog data-only stationmodem data-only workstation
7500B data-only stationISDN terminal adapter data-only
MLX voice and 7500B data stationMLX voice and ISDN terminal adapter
is a general term that designates a communications path between a
line
is a loop-start
line
and
trunk
are often applied
lines/trunks
personal line, ground-start trunk, DID trunk
workstation
workstation
data workst ation
and
line/trunk
digital facilities
to refer to
. We also use specific
, and so on. When you
trunk
MERLIN LEGENDCommunications System Release 6.1
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Typographical Conventions0
Certain type fonts and styles act as visual cues to help you rapidly understand the
information presented:
ExamplePurpose
very
It is
steps. You
before touching the connection.
The part of the headset that fits over
one or both ears is called a
If you press the Feature button on an
MLX display telephone, the display lists
telephone features you can select. A
programmed Auto Dial button gives
you instant access to an inside or
outside number.
Choose ([W3URJfrom the display
screen.
To activate Call Waiting, dial
important that you follow these
must
attach the wristband
headpiece.
Constant-width type in italics indicates
Italics indicate emphasis.
Italics also set off special terms.
The names of fixed-feature, factory-imprinted buttons appear in bold.
The names of programmed buttons are
printed as regular text.
Plain constant-width type indicates text
that appears on the telephone display
or PC screen.
characters you dial at the telephone or
type at the PC.
Issue 1
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Page xlTerms and Conventions Used
Product Safety Advisories0
Throughout these documents, hazardous situations are indicated by an
exclamation point inside a triangle and the word
!
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.
CAUTION
or
WARNING
.
MERLIN LEGENDCommunications System Release 6.1
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Security0
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.”
Throughout this document, toll fraud security hazards are indicated by an
exclamation point inside a triangle and the words
!
SECURITYlALERT:
Security Alert indicates the presence of toll fraud security hazard. Toll fraud
is the unauthorized use of your telecommunications system, or use by an
unauthorized party (e.g., 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.”
SECURITY ALERT
Issue 1
August 1998
Page xliSecurity
.
MERLIN LEGENDCommunications System Release 6.1
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Related Documents0
The documents listed below are part of the MERLIN LEGEND documentation set.
Within the continental United States, these can be ordered from the Lucent
Technologies Customer Information Center by calling 1 800 457-1235.
MERLIN LEGENDCommunications System Release 6.1
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How to Comment on This Book0
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 Manage r
Lucent Techn ol ogi es
211 Mount Airy Road, Room 2W226
Basking Ridge, NJ 07920
Issue 1
August 1998
Page xliiiHow to Comment on This Book
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Issue 1
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Page xlivHow to Comment on This Book
MERLIN LEGENDCommunications System Release 6.1
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You should perform several tasks before you begin filling out the planning forms
for the system:
Issue 1
August 1998
Page 1-1Reviewing System Components
1
1.Review the system’s hardware, features, and operation as defined at the
time of purchase.
2.Confirm the location of the control unit.
3.Obtain the required information from the local telephone company.
4.Obtain information about telephone users and their needs.
5.Obtain or develop a floor plan of the customers site.
Each of these preplanning tasks is described in this chapter.
Reviewing System Components1
To tailor the system to the customer’s business, you must know the number and
types of telephones, outside lines/trunks, and adjuncts that were ordered. You
also need to know how the equipment will be used, for example, which type of
telephone is assigned to each employee, which consoles operators will be using,
and where adjuncts will be located.
Review the list of equipment ordered. If you did not participate in the ordering
process, you may want to confer with the customer representative who did. You
also may want to conduct a premises check to determine whether any additional
equipment is required.
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Confirming the Location of
the Control Unit1
Before installation, a room, closet, or other area must be designated where the
system control unit can be mounted on the wall. The area must meet the
environmental requi remen t s in Table 1–1
Table 1–1. Environmental Requirements
ConditionsRequirements
DistancesWithin 25 cable feet (7.6 m) of the network interface
(cannot be installed outdoors )
Within 1000 cable feet (304.8 m) of telephones
Within 5 cable feet (1.5 m) of a dedicated AC power outlet
(one outlet for every carrier)
.
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Page 1-2Confirming the Location of the Control Unit
2-carrier: 117 VAC60 Hz ± 5% 320 W 10.8 amps
3-carrier: 117 VAC60 Hz ± 5% 480 W 16.2 amps
one properly grounded outlet needed for each carrier
Additional outlets may be needed if installing printers and PCs.
(optimal temperature 60°F; 16°C)
the control unit and 12 in. (30.5 cm) above and below the
control unit to prevent overheating.
CAUTION:
The AC outlet for the control unit should not be switch-controlled.
Plugging the control unit into an outlet that can be turned on and off
by a switch can cause accidental disconnection of the system.
The AC outlet must be properly grounded by using an AC receptacle
for a 3-prong plug.
Do not install the control unit outdoors.
Do not place the control unit near extreme heat (furnaces, heaters,
attics, or direct sunlight).
Do not expose the control unit to devices that generate electrical
interference (such as arc welders or motors).
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Do not expose the control unit to moisture, corrosive gases, dust,
chemicals, spray paint, or similar material.
Do not place anything on top of the carriers.
Do not install under any device that may drip fluid, such as an air
conditioner.
In addition, a backboard is needed to mount the system on the wall. One can be
made locally from 0.75-in. (1.9-cm) plywood. The dimensions depend on the
number of carriers, as shown in Table 1–2
light-weight plastic backboard may be ordered (COMCODE 847007523). In some
areas, fire or electrical codes require a flame-retardant backboard. Check with the
appropriate authorities to ensure that the proper material is provided. A template
is available (COMCODE 847009206). It shows the layout for mounting equipment.
It also comes with safety, electrical, environmental, and space requirements for
the communications system.
Table 1–2. Control Unit Space Requirements
Issue 1
August 1998
Page 1-3Confirming the Location of the Control Unit
. A newly designed pre-drille d,
CarrierRequirements
Basic carrier14" w by 23" h by 12" d
(35.6 cm by 58.4 cm by 30.5 cm)
Basic carrier + 1 expansion carrier25" w by 23" h by 12" d
(63.5 cm by 58.4 cm by 30.5 cm)
Basic carrier + 2 expansion carriers37" w by 23" h by 12" d
(94 cm by 58.4 cm by 30.5 cm)
Backboard
Without Systimax6’ w by 3’ h by 0.75" d
(182.9 cm by 91.4 cm by 1.9 cm)
With Systimax7’ w by 4’ h by 0.75" d
(213.4 cm by 121.9 cm by 1.9 cm)
It is important that the location selected for the control unit meets all of these
specifications and that the backboard is in place before installation. If the location
has already been selected and changes are needed, arrange for these changes
before installation.
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Grounding Requirements1
Proper grounding of the installation site is essential for correct and safe
functioning of the system. Grounding protects the system against:
■Lightning
■Power su rges
■Power crosses on outside lines/trunks
■Electrostatic discharge (ESD)
The telephone company is responsible for providing protection of outside
lines/trunks at the entrance to the site. The protection should consist of:
■Carbon blocks or gas-discharge tubes connected to an approved ground
■Adequate bonding of the outside line/trunk protector ground and the
power-company ground
!
CAUTION:
Improper ground can result in equipment failures and service
outages. Verify that the AC power uses an approved ground for its
primary ground and that all voltage-limiting devices are attached to
an approved ground. Approved grounds are as follows:
Issue 1
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Page 1-4Confirming the Location of the Control Unit
■
The metal frame of the building
■
A metal water pipe connected to an underground water pipe
that is in direct contact with earth
■
An electrode encased by at least 2 inches (5 cm) of concrete
and located within and near the bottom of a concrete
foundation or footing in direct contact with earth
■
A copper ring that encircles a building and is in direct contact
with earth
For most surge occurrences, the following standard grounding requirements
provide adequate lightning and power surge protection:
■Properly wired, grounded, and bonded outside line protectors
■Properly wired and grounded AC outlet
■Properly grounded single-point ground bar
■Properly wired connection between single-point ground and power supply
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Electrical Noise/Radio-Frequency Interference1
In most cases, electrical noise is introduced to the system through lines/trunks or
telephone cables. However, electromagnetic fields near the control unit may also
induce noise in the system. Therefore, the control unit and cable runs should not
be placed 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 interference. Small tools with universal motors do not
generally cause a problem when operated 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.
Estimate the field strength produced by radio transmitters by dividing the square
root of the emitted power (in kilowatts) by the distance from the antenna in
kilometers.
This yields the approximate field strength in volts per meter and is relatively
accurate for distances greater than about half a wavelength (492 feet, or 150 m,
for a frequency of 1000 Hz).
Issue 1
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Page 1-5Confirming the Location of the Control Unit
To comply with FCC Part 15 requirements, each power supply on a newly
installed system must have a ferrite core installed around the AC power cord and
ground wire. Beginning with Release 2.1 this ferrite core is packaged with the
power supply module at the factory. Ferrite cores are also compatible with earlier
releases.
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Requirements for Supporting CTI
Applications1
If your site will take advantage of the Computer Telephony Integration (CTI)
capabilities of the MERLIN LEGEND Communications System (Release 5.0 or
later), each Client Desktop must have one extension associated with a computer
that is networked to a Telephony server which in turn is connected to the MERLIN
LEGEND Communications System through a CTI link. Figure 1–1 on page -7
shows the system configuration for support of CTI applications.
Use the following resources and procedures to implement a CTI application.
1.Complete the appropriate MERLIN LEGEND/Telephony Services
Preliminary Survey for the application being sold.
■The Preliminary Survey is available from the SDSC Techni-Fax
(1 888 297-4700 select the appropriate prompts), or from
IntraWorks at http://www.bcs.lucent.com/tech_info/sdsc/forms.
■The survey is completed by the A. E. and Customer.
Issue 1
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Page 1-6Requirements for Supporting CTI Applications
2.Contact the Sales and Design Support Center (SDSC) for CTI pre-sale
support.
■The A.E. should contact the SDSC (1 888 297-4700 select the
appropriat e promp ts to re ach th e MERLI N LEGEND split ) to disc uss
customer requirements and potential solutions. If the CTI solution is
deemed appropriate, then the A.E. must obtain the appropriate
MERLIN LEGEND/Telephony Services Preliminary Survey.
3.Return the completed Survey after the sale is made.
■The A.E. will coordinate and monitor the relationship between the
OEM and the customer.
■The A.E. will put the DOSS Order Number on the completed survey.
■For Phonetastic:
— Fax the completed survey to the Phonetastic™ Outsource
■The OEM will establish an implementation date with the customer.
■The OEM Outsource Partner will complete the Statement of Work
(SOW) for the customer.
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4.Statement of Work (SOW)
■Defines all duties performed by the OEM Outsource Partner.
■Defines customer expectations.
■Defines customer responsibilities.
■Once the customer and the Outsource Partner have signed the
SOW, it will be sent back to the A.E. to be included in the customer
contract package.
5.Implementation Considerations for OEM Outsource Partners
■Application installation requires a six-week interval. Early
coordination will be required to enable a smooth implementation.
Incoming/Outgoing
Calls
MERLIN LEGEND
Release 5.0 or later
Telephony Server
Telephony Server
LAN
LAN
August 1998
Client Desktop
Client Desktop
Issue 1
Page 1-7Requirements for Supporting CTI Applications
CTI Link
CTI Link
Public
Network
Figure 1–1. System Configuration for Support of CTI Applications
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For this configuration you must have the following equipment and software:
■An Intel i386, Intel i486, or Pentium Class computer with at least
16 megabytes of RAM. Additional memory may be needed if additional
applications will be running on the server machine. Refer to the MERLIN
LEGEND
■One of the following configurati ons :
— Novell NetWare
Network Manager’s Guide
®
Version 3.12, 4.1 or 4.11
■MERLIN LEGEND PassageWay Driver Version 1.1 or later
installed
■Telephony Services for NetWare software, Release 2.2.1 or
later installed
■An Eicon SCOM ISDN BRI card for the CTI link
■A free 8- or 16-bit ISA slot for the ISDN BRI card
■5 megabytes of disk space on the SYS (system) volume
■Either Interrupt 2 or Interrupt 3 available
®
— Microsoft Windows NT
4.0 Server or Windows NT 4.0 Workstation
Issue 1
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Page 1-8Requirements for Supporting CTI Applications
form more information.
■MERLIN LEGEND NT PBX Driver Version 1.0 or later
installed
■CentreVu
®
Computer-Telephony Release 3.1 or later
installed
■An Eicon DIVA Version 2.0 ISDN BRI card for the CTI link
■5 megabytes of disk space available
■A free 16-bit ISA slot for the ISDN BRI card
■System software Release 5.0 or later installed on the MERLIN LEGEND
Communications System
■The MERLIN LEGEND Communications System configured in Hybrid/PBX
mode
■An MLX port board (using firmware version 28 or later,
except
Version 29)
installed in the MERLIN LEGEND Communications System
NOTE:
If you have Version 29, replace the board with an appropriate
version, or for a replacement card, call the TSO at: 1 800 628-2888.
■If the MERLIN LEGEND Communications System has only one MLX port
board, you will also need System Programming and Maintenance (SPM)
software, Version 5.15 or later to program your CTI link.
■One port on an MLX port board is used for the link. Select from ports 2, 3,
4, 6, 7, or 8 . The CTI link port cannot be the potential operator port or the
console programming port.
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■For a NetWare 3.12 installation, ensure that NWSNUT.NLM, Version 4.11
or later, and TUI.NLM, Version 1.04 or later, is obtained from Novell and
installed in the SYS:\SYSTEM directory.
NOTE:
To obtain these NLMs from Novell, access either the Novell web site
(http:\\www.novell.com) or the Novell FTP site (ftp.novell.com). First
download IPXRT4.EXE and follow the directions in the associated
readme file. Then, download NWSNUT.NLM and TUI.NLM.
■For a Windows NT installation, the required .DLLs and drivers will be
provided on a CD-ROM.
For more information on setting up the system see the MERLIN LEGEND
Communications System
Network Manager’s Guide
Environmental Specifications1
If the Telephony Server platform and the MERLIN LEGEND Communications
System are to share an equipment room, the room’s environment (temperature,
humidity, contaminants, EMI, AC power and grounding) must meet the more
demanding set of environmental specifications for the two units. Refer to the
specifications for each hardware platform for details.
Issue 1
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Page 1-9Requirements for Supporting CTI Applications
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Obtaining Telephone Company
Information1
To fill out many of the forms, especially forms involving incoming lines/trunks, you
need to obtain information from the local telephone company. Before you speak
with the local telephone company, make sure you understand your customer’s
company requirements regarding the communications system. Some of the
information you will need to know includes:
■Which incoming line/trunk connects to each channel on each 100D
module, and the order in which the lines/trunks are assigned
■The Service Profile Identifier (SPID) and Directory Number (DN)
associated with each channel on each 800 NI-BRI module
■Whether the disconnect signals for loop-start lines/trunks are reliable or
unreliable, and the length of the Hold disconnect interval
Information the local telephone company can provide includes:
■Detailed T1 parameters
Issue 1
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Page 1-10Obtaining Telephone Company Information
■Detailed NI-1 BRI parameters
■The number of digits sent on DID trunks
■Which lines/trunks, if any, require a toll-call prefix
■The telephone number for each incoming line/trunk
■The type(s) of incoming lines/trunks (loop-start, ground-start, and so on)
■Which lines/trunks, if any, are rotary-dial lines/trunks
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Obtaining User Information1
The features and calling privileges you assign to each employee’s telephone
ensure that employees get the most benefit from the system. If you were not
involved in the planning and equipment-ordering for the system, you should
discuss the system’s design with the customer representative who took part.
To determine calling privileges, answer the following questions:
■Does management want to allow both local and toll calls to be made from
every telephone?
■If any telephones are restricted, are there any numbers the users should be
allowed to call?
■Are there any specific numbers (such as 900) that you want to restrict
users from calling?
■Who, if anyone, will be given personal lines?
■Will access to central office lines/trunks (outside lines) be restricted to
certain employees?
Issue 1
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Page 1-11Obtaining User Information
■Do any departments (such as sales and service) receive frequent special
calls that should come to them directly, bypassing a system operator?
■Do any departments or extensions need to screen incoming calls?
You may want to use the Employee Communication Survey form to determine
each employee’s telecommunications needs. A copy of this form is in Appendix B
and is included in the forms package. Since a survey form should be completed
for each user, make as many copies of the form as you need.
If it is not feasible for each employee fill out a form, get the information you need
from a knowledgeable person in each department, section, or work group. This
person should have sufficient information and authority to make decisions about
calling features and coverage assignments for others in the department.
Use the information in Table 1–3
to interpret and analyze the results of the
Employee Communication Survey. Numbers for items in the Required Information
column correspond to question numbers on the survey.
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Table 1–3. Employee Communications Survey: Description of Questions
Required InformationDescription
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Page 1-12Obtaining User Information
1. Types of lines/trunks
(outside lines) used
2. Calls covered by someone
else (sender)
3. Shares lines/telephone
numbers
4. Covers someone else’s
calls (receiver)
5. Shares incoming calls
6. Frequency of use
7. Data needs
8. Use of account codes
9. Frequently dialed numbers
10. Picks up calls
11. View incoming caller
information
Indicates toll-calling habits. In most cases, assigning a
button for each line/trunk is not necessary; the use of
Automatic Route Selection (Hybrid/PBX mode only)
ensures that the preferred line/trunk is selected.
Suggests that this employee should be assigned as a
sender in either an Individual or a Group Coverage
arrangement, particularly if calls are covered by someone
other than the operator.
Identifies Shared System Access buttons and/or common
personal line appearances.
Suggests assignment as a receiver in someone else’s
Individual or Group Coverage arrangements.
Identifies calling group needs.
Identifies heavy and light telepho ne us ers. Heav y users
may benefit from additional System Access buttons
and/or an additional System Access Originate Only
button.
Identifies existing and potential data terminal and
personal computer users.
Identifies current account codes used for charge-back of
calls if there is a programmed Account Code button on the
telephone and if the system includes Call Accounting
System (CAS).
Identifies useful numbers for the System Speed Dial list.
Identifies need for a Pickup group.
Identifies which telephone users need call screening
capabilities. This service may be part of the local
telephone company’s services, if available, and must be
subscribed to.
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Obtaining a Floor Plan1
You may want to use a floor plan to make planning more manageable and to
ensure that the correct telephone equipment is assigned to each employee. If the
customer does not already have a floor plan showing the location of system
equipment, you should create one. Use the symbols shown in Figure 1–2
following instructions:
1.Use a large sheet of paper and sketch the office layout. The location of
office walls and other partitions is important when features are assigned to
telephones that must be within hearing range of each other. For example,
pickup group members must be able to hear each others’ telephones
ringing.
2.Indicate the location of each employee’s telephone, other locations that will
have a telephone (such as a conference room), and the locations of data
terminals, PCs, and host computers.
3.Indicate the type of telephone at each location, using an abbreviation that
includes the number of programmable buttons. For example, write
at 10-button MLX telephones,
telephones,
BIS-34 at 34-button analog multiline telephones, and so on.
MLX-20L at 20-button MLX display
Issue 1
August 1998
Page 1-13Obtaining a Floor Plan
and the
MLX-10
4.Indicate the type of adjunct at each location. For example, write
ana. modem
the symbol.
5.Indicate any additional equipment, such as a Stati on Mes s age Deta il
Recording (SMDR) printer, Call Accounting System device, equipment
required for off-site telephones, and so on.
6.Indicate the locations where AC power is available and/or required, for
example, for a Multi-Function Module (MFM), a console with two Direct
Station Sele ctors (D SSs), or an I nteg rated S ervic es Dig ital Ne twork ( ISDN)
terminal adapter (such as the Ascend Pipeline™ 25 or 50).
The floor plan does not need to be elaborate or to scale. Keep the floor plan on
hand. Refer to it during planning and complete it (by filling in extension numbers)
when you get to Numbering the System in Chapter 2.
(analog modem), headset, or other type of adjunct beneath
FA X,
MERLIN LEGENDCommunications System Release 6.1
System Planning
Before You Begin
1
555-661-112
HORN
PLANT AREA
PRESIDENT'S
OFFICE
Issue 1
August 1998
Page 1-14Obtaining a Floor Plan
WAREHOUSE
SUPPLY
ROOM
PLANT MANAGER'S
OFFICE
ANS. MACH.
SALES
DEPARTMENT
ANS. MACH.
DRAFTING
DEPARTMENT
SHIPPING & RECEIVING
FAX
CONFERENCE
ROOM
PRESIDENT'S
SECRETARY
FAX
PRESIDENT'S
VICE
PRESIDENT'S
SECRETARY
VICE
OFFICE
RECEPTION
ACCOUNTING
DEPARTMENT
FAX
DSS
MLX
Telephone
Analog
Multiline
Telephone
Figure 1–2. Sample Floor Plan
Single-line
Telephone
Operator
Position
Computer
or Data
Terminal
Adjunct
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
2
Control Unit Configuration
555-661-112
After you have completed the preplanning tasks described in Chapter 1, “Before
You Begin”, you can plan the control unit configuration. Planning the control unit
configuration consists of the following tasks:
Issue 1
August 1998
Page 2-1
2
1.Planning Module Placement. Calculate the system’s line/trunk and
extension capacity according to the number of module types; then map out
the placement of the modules on the Control Unit Diagram.
2.Recording System Operating Conditions. Note the system’s type of
programming equipment, it’s mode and language choice, and whether the
Automatic Maintenance Busy feature is to be enabled or disabled.
3.Numbering the System. Decide the order in which to connect the
telephones and other equipment to the control unit based on the
customer’s needs and applications. Determine whether the
system-assigned extension numbers are appropriate for the customer’s
business or if they need to be renumbered.
This chapter contains instructions for completing each of these tasks.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
Planning Module Placement2
In addition to the processor module and power supply module, the system
supports several types of line/trunk and extension modules. Deciding how to
place the modules in the carriers consists of the following tasks:
1.Calculating the system’s line/trunk capacity according to module types
2.Calculating the system’s extension capacity according to module types
3.Mapping out module placement on the Control Unit Diagram, according to
specific guidelines
This section contains instructions for each of these tasks.
For information about calculating unit load requirements, see Appendix F, “Unit
Load Calculation”.
For detailed information about modules and their specifications (including
line/trunk and extension capacity), see the descriptions of hardware components
contained in the
Pocket Reference.
Issue 1
August 1998
Page 2-2Planning Module Plac ement
Forms Needed2
■Equipment List (if available)
■Form 1, System Planning
Capacity for Lines/Trunks2
Line/trunk capacity is the number of lines/trunks that can be connected to the
control unit. This section contains instructions for calculating the systems capacity
for lines/trunks, according to the system’s module types.
Planning Form Instructions2
1.In the table in the Line/Trunk Capacity section of Form 1, System Planning,
fill in the number of each type of line/trunk module on the appropriate line of
the Number of Modules column.
2.Add the column and record the result at the bottom of the column on the
System Totals line.
3.For each module type noted, multiply the value in the Number of Modules
column by the value in the Trunks Supported by Module column; write the
results in the appropriate row under Total Trunks by Module Type.
4.Add the column and record the total line/trunk capacity of the system at the
bottom of the column, on the System Totals line.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
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Capacity for Extensions2
Extension capacity is the number of extensions that can be connected to the
control unit. In most cases, the number of physical jacks on the modules indicates
capacity. Most loop-start and ground-start modules have one or two power-failure
transfer (PFT) jacks used to connect a single-line telephone in case of a power
failure, and not counted in system capacity. Every four line jacks has one
associated PFT jack.
One extension number is automatically assigned to each extension jack, whether
or not equipment is connected to it, except for the 008 MLX, 408 GS/LS-MLX, and
008 OPT modules:
■008 MLX and 408 GS/LS-MLX Modules. Two extension numbers are
assigned to each physical jack: the first for an MLX telephone and the
second for any equipment connected to the telephone through an MFM,
ISDN terminal adapter (such as the Ascend Pipeline 25 or 50), or any 2B
data desktop video endpoint.
Issue 1
August 1998
Page 2-3Planning Module Plac ement
NOTE:
When using the 008 MLX or 408 GS/LS-MLX module for data or
video, you must use Version 28 of the module.
■008 OPT Module. The system recognizes this module as an 012 module.
Therefore, even though the OPT module has only 8 physical jacks, it uses
12 ports of capacity . An extension number is assigned to each of the 8
physical jacks.
This section contains instructions for calculating the system’s extension capacity,
according to the number of certain module types.
Planning Form Instructions2
1.In the table under the Extension Capacity section of Form 1, fill in the
number of each type of extension module on the appropriate line of the
Number of Modules column.
■Each 100D module is assigned 24 logical IDs, even though the
module has only 1 physical trunk jack.
■Each 800 NI-BRI module is assigned 2 logical IDs per physical trunk
jack for a total of 16 logical IDs.
2.Add the column and record the result at the bottom of the column
(System Totals line).
3.For each module, multiply the value in the Number of Modules column by
the value in the Physical Jacks per Module column and record the results
on the appropriate line in the Physical Jacks by Module Type column.
4.Add the column and record the results at the bottom of the column
(System Totals).
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
5.To determine the number of extensions assigned for each module type,
multiply the value in the Physical Jacks by Module Type column by the
value in the Extensions Assigned column and write the results in the
appropriate row in the Total Extensions Assigned column.
NOTE:
Since the system assigns an additional four extensions to each
008 OPT module, you must first calculate the Extensions Assigned
by multiplying the number of 008 OPT modules (noted in the Number
of Modules column) by 4 and then add this subtotal to the number
noted in the Physical Jacks by Module Type column.
6.Add the column and record the result at the bottom of the column
(System Totals).
Control Unit Diagram—Module Placement2
This section describes how to use the Control Unit Diagram on Form 1 (page 2) to
map the placement of the modules according to certain guidelines. Figure 2–1 on
page -6 provides an example of a Control Unit Diagram for a system with 32
lines/trunks and 52 extensions. In addition, this section describes how to identify
each jack on each module with respect to type (line/trunk or extension) and its
associated logical ID. Each physical jack on the control unit is numbered
sequentially from bottom to top and left to right with logical IDs as follows:
Issue 1
August 1998
Page 2-4Planning Module Plac ement
■Extension jacks are numbered from 1 to 200.
■Line/trunk jacks are numbered from 1 to 80.
This sequence of logical IDs is the basis for connecting components to the control
unit, as well as for the assignment of extension numbers and line/trunk numbers.
Planning Form Instructions2
NOTE:NOTE:NOTE:
The Unit Load blocks above the diagram are reserved for equipment
changes or maintenance. A Lucent Technologies representative or
authorized dealer computes these values manually.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
1.On the Control Unit Diagram of Form 1 (page 2), record the type of module
to be installed in each slot by writing the module name (for example,
008 MLX) on the slanted lines at the top of each slot. Use the following
guidelines:
■Indicate the power supply module in the far left slot of each carrier.
■Indicate the processor module in Slot 00 of the basic carrier.
■Indicate line/trunk and extension modules in any order in Slots 01
through 17, with the following conditions:
— Group the modules in each carrier from left to right with no
empty slots between modules. (The system does not
recognize modules in slots that follow an empty slot; slots to
the right of the last module can be left empty.)
— (Hybrid/PBX mode only) If the system includes a Queued
Call Console (QCC), the first line/trunk and/or extension
module must be a 408 GS/LS-MLX or 008 MLX module.
— (All modes) Current 012 T/R, 008 OPT , and 016 T/R modules
have built-in ring generators and are compatible with earlier
releases. The 012 T/R module [517J13 (28)] has a ring
equivalency number (REN) of 2.2 and rings only four ports at
a time, although eight jacks can be used for applications. The
016 T/R module (517C34) has a REN of ≥ 4, can ring 16
ports at a time, and has no restriction on the number of jacks
that can be used for applications.
Issue 1
August 1998
Page 2-5Planning Module Plac ement
— Group all 800 DID, 100D, 800 NI-BRI, and 400EM modules
together according to type; this helps save time in system
programming.
NOTES:
1. Due to limitations in the 391A, 391A1, and 391A2 power supplies, the
number of 800 NI-BRI modules plu s 100D modu le s in a single carr i er
cannot exceed three. If you have more than three modules, you must
install the additional modules in an expansion carrier. This restriction
does not apply to the 391C1 or 391A3 power supply.
2. In Release 6.0 or later, if the switch is part of a private network and a
tandem PRI trunk (programmed as Legend-PBX or Legend-NTWK) has
some B-channels that would bring the total number of trunks over the
system limit of 80, the 100D module for that tandem PRI trunk should be
placed in the last slot in the carrier. In this manner, the 100D module will
contain the last lines in the system, and any B-channel over the 80
line/trunk limit will be ignored. However, the D-channel will still function
even if the 100D module exceeds the line capacity of the system. The
number of B-channels must be the same on each networked system. See
Network Reference
the
for additional information.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
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2.For each line/trunk and extension jack of each module, write the type of
X = extension; and L/T = line/trunk) and the associated logical ID,
jack (
keeping in mind the following:
■Each 100D module is assigned 24 logical IDs, even though the
module has only 1 physical trunk jack.
■Each 800 NI-BRI module is assigned 2 logical IDs per physical trunk
jack for a total of 16 logical IDs.
■The 008 OPT module is assigned 12 logical IDs, even though the
module has only 8 physical extension jacks.
■Power-failure transfer (PFT) jacks are not assigned logical IDs.
NOTES:
1. If the system will have one or more PFT telephones (maximum: 20),
indicate on the Control Unit Diagram the modules that will have PFT
telephones connected to their PFT jacks; write
telephone can be connected to a PFT jack on a 400 LS, 400 GS/LS/TTR,
800, 800 GS/LS, 800 GS/LS-ID, 408, 408 GS/LS, or 408 GS/LS-MLX
module. Touch-tone PFT telephones must be connected to jacks with
touch-tone lines/trunks.
Issue 1
August 1998
Page 2-6Planning Module Plac ement
PFT in the modules. A PF T
2. You need a ground-start button on a PFT telephone connected to a
ground-start trunk.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
Recording System Operating
Conditions2
This section contains instructions for recording the following system operating
conditions:
■Programming equipment to be used and its extension jack assignment
■Mode of operation
■Language choice
■Enable and disable Automatic Maintenance Busy
■A reminder to set the system date
■Backup schedule
■Identifying system console extensions
■Second Dial Tone Timer
■Identifying system applications
Forms Needed2
Issue 1
August 1998
Page 2-7Recording System Operating Conditions
Form 1, System Planning
Programming Equipment2
Two types of equipment can be used for system programming:
■An MLX-20L telephone identified as a system programming console. The
telephone is connected to the first (lowest) extension jack (which is
factory-set for system programming) on the first MLX module.
■A personal computer with System Programming and Maintenance (SPM)
software. The PC connects to the lowest jack on the processor module.
Planning Form Instructions2
1.Under the Programming Equipment heading in the System Operating
Conditions section on Form 1 (page 2), do
■If the system will use a system programming console, check the
System Programming Console box.
■If the system will use a PC with SPM software, check the PC with
SPM Software box.
NOTES:
1. In conjunction with the MLX-20L telephone and the PC, a PCMCIA card is
required for Release 3.0 and later of the communications system. Check
the box labeled PCMCIA Memory Card.
one
of the following:
2. The first (lowest) extension jack on the first MLX module is factory-set for
system programming and as the primary operator position. Since the
primary operator position cannot be reassigned, you may want to change
the system programming assignment to ensure that future programming
sessions do not interfere with the operator’s work.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
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Issue 1
August 1998
Page 2-8Recording System Operating Conditions
2.Do
one
of the following:
■If you checked System Programming Console, proceed to Step 3.
■If you checked PC with SPM Software, skip to the next section,
“System Mode.”
3.To change the factory-set system programming jack, write in the new
logical ID using the information from the Control Unit Diagram.
If you want the system programming jack to be different from that of system
operators, change the programming assignment to any one of extension jacks 2
through 5 on the first MLX module in the control unit (the lowest jack on the
module is extension jack 1). You fill in the extension number of the jack later.
System Mode2
The mode of operation determines how outside lines/trunks are provided to users,
the types of operator consoles allowed, the features available, and how they work.
Each system is registered with the Federal Communications Commission (FCC)
to operate as a Private Branch Exchange (PBX), Hybrid, or Key system (factory
setting). However, you can program the system to operate in any of the three
modes: Hybrid/PBX, Key, or Behind Switch.
Planning Form Instructions2
Under the System Mode heading in the System Operating Conditions section of
one
Form 1 (page 2), check
of the following:
■If the system will operate in Key mode, check Key. (This is the factory
setting.) If need be, this mode can be changed to Hybrid/PBX mode at
another time.
■If the system will operate in Hybrid/PBX mode, check Hybrid/PBX.
■If the system will be connected behind a larger system or a Centrex
system, check Behind Switch and record the host’s dial codes for the
Transfer, Conference, and Drop features so users can access these
features on the larger system.
■If you check Permanent Key, the switch in the back of the processor
module must be placed in the Permanent Key position. The switch cannot
be changed without changing the FCC registration of the system.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
Language Selection2
In Release 1.1 and later versions of the system, language-specific operation is
available in English, French, and Spanish. The language selection affects
prompts and displays on user telephones, SPM system programming displays,
SMDR records, and printed reports.
This feature works as follows:
■The MLX-10D, MLX-20L, and MLX-28D display telephones, and the
MLX-10 nondisplay telephones are available in three separate versions,
each with the factory-set buttons in the language of choice.
■The system can be programmed to operate in one of the languages, but an
individual with an MLX telephone can override the system language by
selecting any one of the three languages for his or her own telephone.
This section describes how to record the selected language for the system and, if
desired, to set a different language for SMDR and printers.
Issue 1
August 1998
Page 2-9Recording System Operating Conditions
NOTE:NOTE:NOTE:
If you plan to set a different language for an individual telephone, record the
language selection on Form 6b as described in Chapter 4, “Features”.
Planning Form Instructions:2
Under the Language Selection heading in the System Operating Conditions
section of Form 1 (page 2):
one
1.To select a systemwide language, check
factory setting), French, or Spanish.
2.To set a different language for SMDR, check
(the factory setting), French, or Spanish.
3.To set a different language for printed reports, check
English (the factory sett ing), French, or Spanish.
of the following: English (the
one
of the following: English
one
of the following:
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
Automatic Maintenance Busy2
The factory setting for Automatic Maintenance Busy is Disable, which means that
not
faulty lines/trunks are
automatically put in a maintenance-busy state.
In Key and Behind Switch modes, Automatic Maintenance Busy usually remains
disabled. If you plan to group lines/trunks into pools in Hybrid/PBX mode, enable
Automatic Maintenance Busy to provide optimal system performance.
For a detailed description of this feature (including considerations and feature
interactions), see the
Feature Reference
.
Planning Form Instructions2
Under the Automatic Maintenance Busy heading in the System Operating
Conditions section of Form 1, page 2, do
■To keep the factory setting (no maintenance-busy state), check Disable.
The system date is the month, day, and year, shown on display telephones and
SMDR reports. For information on SMDR, see “System Features” in Chapter 4.
Error reports used by authorized technicians for maintenance also show the
system date and time.
These sections on the planning form remind you to set the system date when you
perform the initial programming for the system.
Planning Form Instructions2
Check Yes under the Set System Date heading on Form 1 as a reminder to set
the current date.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
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555-661-112
Backup2
Backup makes a copy of the customized system data on a translation memory
card. A backup is made after each system upgrade, service technician visit, or
major system reconfiguration.
NOTE:NOTE:NOTE:
If Automatic Backup is used, the customer must ensure that a valid
PCMCIA Translation card is in the processor slot at the time of the backup.
Otherwise, the Automatic Backup feature will be canceled and the
customer must reset it.
Planning Form Instructions2
Check Automatic if weekly or daily backup procedures are planned. Record the
day and time in the blank space for weekly backups or the time of day for daily
backups.
Check Manual if you plan manual backup procedures.
Issue 1
August 1998
Page 2-11Recording System Operating Conditions
System Consoles2
T o make programming easier, use this section to summarize information about the
consoles in the system.
Planning Form Instructions2
Under the System Consoles heading, check the type(s) of consoles:
■For Queued Call Consoles, check the QCC(s) box and enter the extension
numbers (if known).
■For Direct-Line Consoles, check the DLC(s) box and enter the extension
numbers (if known).
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
2
555-661-112
Second Dial Tone Timer2
In some instances, after dialing a star code the CO responds with a second dial
tone as a prompt to enter additional digits. Once a star code is accepted by the
communications system, the Second Dial Tone Timer is activated and set to the
programmed value. If dialing is attempted before the Second Dial Tone Timer
expires, the call is treated as though it had violated calling restrictions and is not
completed.
!
SecurityAlert:
If the Second Dial Tone Timer is set to 0 ms and a caller begins dialing
additional digits before the second dial tone, system restrictions may be
bypassed and a restricted call may be routed. Careful administration of the
Second Dial Tone Timer prevents the caller from bypassing call restrictions
in this manner.
Marked System Speed Dial entries (entries that do not display) are not affected by
the Second Dial Tone Timer setting. If the Central Office does not immediately
supply dial tone when a star code is entered and a Marked System Speed Dial
entry uses st ar codes, th en th e ap prop ria te n umb er of pa uses (eac h 1. 5 se cond s)
must be programmed in the entry following each star code.
Issue 1
August 1998
Page 2-12Recording System Operating Conditions
Planning Form Instructions2
Under the Second Dial Tone Timer heading, enter the desired value. Valid entries
are 0–5000 ms, in increments of 200 ms. The factory setting is 0.
Applications2
Several call-handling and management applications can be used with the system,
including voice mail and messaging; call accounting and reporting; and call
management, distribution, and reporting. This section contains instructions for
noting those applications that will be used with this system.
!
!
CAUTION:
CAUTION:
General information about these applications is contained in the Feature
Reference. However, to ensure proper service, you must review the
documentation provided with the application itself.
Planning Form Instructions2
On Form 1 (pages 3 and 4):
1.Check the name of each application that will be connected to the system.
2.For each application name you check, you may want to include pertinent
information in the Notes section. For example, you can note the version of
the application installed at the customer’s site.
MERLIN LEGENDCommunications System Release 6.1
System Planning
Control Unit Configuration
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Numbering the System2
This section describes the assignment of numbers to extensions.
NOTE:NOTE:NOTE:
Assigning numbers to calling groups, paging groups, park zones, and
remote access is described later in this book.
The process of numbering extensions consists of the following tasks:
■Identifying Extension Jacks. Using the placement of modules in the
control unit as a guide (see the Control Unit Diagram on Form 1),
determine the order in which to connect telephones and other equipment to
the control unit. To do this, identify the extension jack types available by
module and then match system components (for example, operator
positions or telephone types) with the jacks that support them.
■Renumbering. If the system-assigned extension numbers are not
appropriate for the customer’s business, change them. The system offers
two automatic numbering plans (2-digit and 3-digit numbers), as well as the
option of creating a unique numbering plan with extension numbers of 1 to
4 digits. Each of these three plans allows renumbering of all or selected
extensions.
Issue 1
August 1998
Page 2-13Numbering the System
■Updating Planning Information. Add information to Form 1 and to the
floor plan as appropriate.
This section contains instructions for completing each of these tasks. The
Referenc e
provides detailed information about system numbering and the three
Feature
numbering plans.
Forms Needed2
■Floor plan
■Equipment List (if available)
■Form 1, System Planning
■Form 2a, System Numbering: Extension Jacks
■Form 2b, System Numbering: Digital Adjuncts
MERLIN LEGENDCommunications System Release 6.1
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Control Unit Configuration
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Identifying Extension Jacks2
Identifying extension jacks consists of the following tasks:
■Determining which extension jack types are available according to the
types of modules in the control unit.
■Matching the telephones and other equipment to the jacks that support
them, in the following order:
— Primary operator position
— A dd iti ona l oper ato r posit ion s
— CTI link port
— Extension jack pairs (for analog multiline telephones only with Voice
Announce to Busy feature and/or voice and data)
— MLX telephones
— Analog multiline telephones
— Tip/ring equipment and applications
Issue 1
August 1998
Page 2-14Numbering the System
Planning Form Instructions2
Before you begin, review the floor plan and Equipment List (if available) to identify
the equipment and the number of each kind of connection needed, as well as to
obtain other information you need to fill in the forms:
■Number, type(s), and user name and/or location of operator consoles
■Number and user name and/or location of analog multiline telephones that
will use the Voice Announce to Busy feature or voice and data
■Number of non-operator MLX telephones and user names and/or locations
■Number and user name and/or location of analog multiline telephones
■Number and user name and/or location of tip/ring equipment
■Names of optional applications
Module Types and Extension Jack Types2
The module type determines the type of extension jack used. For example, the
016 T/R module has 16 basic telephone jacks. Table 2–1
types and the equipment that can be connected to these jacks.
lists the extension jack
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Table 2–1. Application Ports
Issue 1
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Page 2-15Numbering the System
Module
008
Ext.
Jack Type
Analog8
No.
of Jacks Used to Connect
408
408 GS/LS
008 MLX
Digital88MLX telephones with or without PassageWay
408 GS/LS-MLX
012
016
Basic
Telephone
008 OPT8
MERLIN
Analog0
LEGEND Mail
Analog multiline telephones
8
TransTalk Wireless telephones
8
Call Management System (CMS)*
Direct Connect Solution
CTI link
†
Desktop video endpoints
Group Video endpoints
and/or
†
Digital data devices, such as an ISDN terminal
†
adapter
**
1216Tip/ring equipment, such as:
Single-line telephones
Delay Announcement Devices
Adjuncts, such as analog modems or fax
®
machines or MERLIN
Identifier
Optional applications:
Enhanced Service Cente r
Messaging 2000
Intuity™ AUDIX VS
®
MERLIN MAIL
®
AUDIX
‡
Tip/ring equipment in another building or off
Voice Power (IS II or III)*
Voice Messaging System*
premises
Off-Premises Range Extender
§
Provides MERLIN LEGEND Mail
* No longer orderable.
† When using the 008 MLX or 408 GS/LS-MLX module for data or video, you must use Version 28 of
the module.
** ISDN terminal adapters include such devices as: Ascend Pipeline 25PX or 50.
‡ The system uses 12 logical ID s for an 00 8 OP T mo dule, e ven tho ugh only eight wi ll have equipm ent
attached to them. Do not u se a n 00 8 OPT module for applications (such as MERLIN LEG EN D Ma il,
Messaging 2000, or Intuity AUDIX VS). Be sure to leave the extra four ports blank on Form 2a.
§
The MERLIN LEGEND Mail module has 7 dedicated internal ports, but assigns 12 total extensions.
MERLIN LEGENDCommunications System Release 6.1
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Planning Form Instructions2
Refer to the completed Control Unit Diagram (Form 1) and Table 2–1 above to
mark the extension jack types on Fo rm 2a:
1.For each extension module noted in the Control Unit Diagram (beginning
with Slot 01), write in the type of module in the Mod. Type column of
Form 2a and, after the appropriate logical ID (Log. ID) number, draw a line
to indicate the end of that module.
For example, if the first module in the control unit is an 008 MLX module
that has eight jacks, write 008 MLX in the Mod. Type column and draw a
line after Logical ID 8.
NOTE:
If your list includes an 008 OPT module, draw a line after the twelfth
logical ID, but cross off the last four logical IDs, since these jacks
cannot be used to physically connect telephone equipment. The
extension numbers of these logical IDs can be used, however, for
applications requiring phantom extensions.
2.In the Jack Type column of Form 2a, do
type of each extension jack next to its logical ID:
August 1998
Page 2-16Numbering the System
one
of the following to indicate the
Issue 1
■If the jack is analog, check A.
■If the jack is digital, check D.
■If the jack is basic telephone, check B.
You are now ready to match the system telephones and other equipment to these
available jacks. After calculating touch-tone receivers as described in the next
section, begin matching equipment and jacks with Jack for Primary Operator
Position, and proceed through the subsequent sections as appropriate for the
system.
Touch-Tone Receivers (TTRs)2
Use these guidelines for calculating the system requirements for touch-tone
receivers for systems both with and without a voice messaging system (VMS).
The number of TTRs needed in a MERLIN LEGEND system should be calculated
before the system is installed so that you can order the modules required to
supply the TTRs. However, as the volume of calls increases and more
applications are added to the system, TTRs may also need to be added. A system
that exhibits one or more of the following symptoms may need more TTRs:
■Single-line telephone users do not get dial tone when they lift the handset
to dial out.
■The voice messaging system fails to transfer calls.
■Calls fail to ring or go to coverage prematurely.
■Reorder tone on UDP/ARS calls using tandem tie trunks.
■Delay in MWL tie trunks when tie trunks are available.
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Table 2–2 lists the modules that supply TTRs to the MERLIN LEGEND
A voice messaging system (VMS) requires a certain number of TTRs in addition
to any system requirements for TTRs. The number of TTRs depends on the
number of ports used by the voice messaging system (see Table 2–3
). TTRs are
also required in private networks using E&M, T1 tie, and tandem tie trunks.
NOTE:NOTE:NOTE:
cannot
A VMS
be directly connected to the 008 OPT module. However, the
TTRs supplied by the 008 OPT module can be used by the VMS.
Table 2–3. Touch-Tone Receivers Required by Voice Messaging Systems
Number of VMS PortsNumber of TTRs Required
11
21
32
42
63
84
12
1
6
188
1. If a 12 port MERLIN LEGEND Enhanced Service Center is used, 8 TTRs are required.
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Table 2–4 estimates the total number of TTRs required in the system, based on
call volume and whether the system uses account codes. The call volume per
hour in this table includes all calls originating from single-line telephones, calls on
tie lines, incoming remote access and Direct Inward Dial (DID) calls.
NOTE:NOTE:NOTE:
You must consider the call traffic across a private network when estimating
the number of required TTRs. This includes calls on analog tandem tie
trunks and T1-emulated tandem tie trunks. In addition, if your private
network includes Centralized Voice Messaging, you must consider the call
traffic coming across the private network for the voice messaging system
and the TTRs required for the updating of Message Waiting lights
(Release 6.1 or later systems). For this updating, a TTR is required at the
sending end and the receiving end. If the systems in the private network
are connected by PRI trunks, no additional TTRs are needed.
Table 2–4. System Requirements for Touch-Tone Receivers
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TTRs Required
Calls/Hour No Account Codes Account Codes Used
11024
18046
35048
42068
610610
710810
In Release 6.0 and later systems, the use of the Prompt-Based Overflow setting,
which allows callers to request overflow coverage while waiting in a calling group
queue, requires TTRs for primary and secondary delay announcement devices
that present the option to callers.
Table 2–5
shows the TTRs required for primary delay announcement devices
when using the Prompt-Based Overflow setting.
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Table 2–5. TTRs Required for Primary Delay Announcement Devices
Number of DevicesNumber of TTRs Required
11
22
33
44
54
65
75
8 or more6
Table 2–6 shows the TTRs required for secondary delay announcement devices
when using the Prompt-Based Overflow setting.
Table 2–6. TTRs Required for Secondary Delay Announcement Devices
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Number of DevicesNumber of TTRs Required
11
21
31
42
52
62
73
83
93
10 or more4
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To calculate the total number of TTRs that are required by the system, do the
following:
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1.If the system has a VMS, use Table 2–3
to find the number of TTRs
required by the system to support the VMS.
2.Estimate the hourly call volume for all calls originating from single-line
telephones, incoming calls (including private network tandem tie trunks) on
Remote Access and DID lines, all calls on tie lines, and calls routed to the
VMS. Use Table 2–4
to find the system requirements for TTRs based on
the estimated hourly call volume, and whether Account Codes are used.
NOTE:
You must consider the call traffic across a private network when
estimating the number of required TTRs. This includes calls on
analog tandem tie trunks and T1-emu lat ed tande m tie tru nks. In
addition, if your private network includes Centralized Voice
Messaging, you must consider the call traffic coming across the
private network for the voice messaging system and the TTRs
required for the updating of Message Waiting lights (Release 6.1 or
later systems). For this updating, a TTR is required at the sending
end and the receiving end. If the systems in the private network
are connected by PRI trunks, no additional TTRs are needed.
3.Add the number of TTRs obtained in Step 1
and Step 2. If the Group
Calling Prompt-Based Overflow setting (Release 6.0 and later systems) is
not being used, go to Step 6
.
4.If the Group Calling Prompt-Based Overflow feature is being used, add the
number of TTRs needed for the primary delay announcement devices that
are assigned to those calling groups. Use Table 2–5
to determine the TTR
requirements for the primary delay announcement devices.
5.If applicable, add the number of TTRs needed for the secondary delay
announcement devices that are assigned to calling groups using the
Prompt-Based Overflow feature. Use Table 2–6
to determine the TTR
requirements for the secondary delay announcement devices.
NOTE:
If no announcement is used on a primary or secondary delay
announcement device, no TTRs are needed.
6.Use Table 2–2
for information on the number of TTRs provided by each
type of module, and to determine the number of TTRs already supplied.
7.Compare the total TTRs needed to the total TTRs already supplied to
determine if additional TTRs are required.
8.Add a new module if more TTRs are required.
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Jack for Primary Operator Position2
The factory setting for the primary operator position is the lowest extension jack
on the first MLX or analog multiline telephone module. You cannot change the
factory setting for the primary operator position.
The primary operator position uses two types of operator consoles:
■Direct-Line Console (DLC). Can be assigned to either a digital or
analog extension jack.
■Queued Call Console (QCC). Can be assigned only to a digital
extension jack, and the MLX-20L is the only telephone that can be
used as a QCC.
If the system includes QCCs, the primary operator position must be a QCC.
Planning Form Instructions2
Mark jack assignments on Form 2a:
one
1.Do
of the following:
■If the system uses a system programming console, proceed to
Step 2.
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■If the system does not use a system programming console, skip to
Step 5.
2.Obtain the logical ID of the extension jack for the system programming
console by referring to the System Operating Conditions heading, Form 1
(page 2).
3.Identify the logical ID for the system programming console by writing
SPC
beside the appropriate logical ID in the Log. ID column of Form 2a.
4.Write either the name of the person who will program the system or the
location of the system programming console in the Person, Location, or
Function column. Then proceed to Step 5.
one
5.Do
of the following:
■To indicate the primary QCC operator position for a system with one
or more QCCs, proceed to Step 6.
■To indicate the primary DLC operator position for a system with one
or more DLCs, skip to Step 7.
6.To indicate the primary QCC operator posi tio n:
■Locate the first extension jack showing a D (digital) jack type and
QCC beside the preprinted logical ID number.
write
■Write the name or location of the primary QCC operator in the
Person, Location, or Function column.
■On Form 1 (page 2), write the extension of the QCC under System
Consoles.
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7.To indicate the primary DLC operator position:
■Locate the first extension jack showing a jack type of D (digital) or A
(analog) and write
■Write the name or location of the primary DLC operator in the
DLC beside the preprinted logical ID number.
Person, Location, or Function column.
■On Form 1 (page 2), write the extension of the DLC under System
Consoles.
Proceed to the next section, “Jacks for Additional Operator Positions”.
Jacks for Additional Operator Positions2
Use these instructions only if the system has more than one operator position.
Otherwise, skip to the next section, “Extension Jack Pairs for Analog Telephones”.
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The maximum number of operato r positi on s is shown in Table 2–7
.
Table 2–7. Maximum Number of Operator Positions
PositionTel e ph on eMaximum
QCCMLX-20L4
DLCMLX-20L
8
MLX-28D
DLCAnalog multiline
8
telephones
Any combination of operator positions can be assigned as long as no more than
four are QCCs and the total combined number is no more than eight. For
example, a system can have a combination that consists of four QCCs, two MLX
DLCs, and two analog DLCs. The Call Management System (CMS) equipment
connects to analog extension jacks assigned as DLC positions. You must assign
two DLC positions for each CMS (maximum of two) connected to the system on
analog multiline modules .
Planning Form Instructions2
NOTE:NOTE:NOTE:
For each CMS connected to the system, you must assign two analog DLC
not
positions. These two DLCs do
need to have the factory setting
extension numbers but do need to be on the same module.
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1.On the Control Unit Diagram on Form 1, determine which extension jacks
can be used as operator positions by circling the first and fifth extension
jacks on digital or analog modules, until you have reached the maximum
number of eight positions.
2.On Form 2a, mark the extension jacks to be used as additional operator
positions.
one
3.Do
of the following:
■If the system has additional QCCs, proceed to Step 4.
■If the system has additional DLCs, skip to Step 5.
4.For each additional QCC:
■Write QCCnext to the preprinted logical ID for each additional QCC
position. Be sure to assign QCCs to only the first and fifth extension
jacks on each digital module.
■Write the name or location of each additional QCC operator in the
Person, Location, or Function column.
■On Form 1 (page 2), write the extension number of each additional
QCC in the System Consoles box.
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5.For each additional DLC:
■Write DLC next to the preprinted logical ID for each additional DLC
position, including DLC positions used for calling group supervisors
and for the optional CMSs. Be sure to assign DLCs to only the first
and fifth extension jacks on each digital or analog module.
■Write the name or location of each additional DLC operator in the
Person, Location, or Function column.
■On Form 1 (page 2), write the extension number of each additional
DLC in the System Consoles box.
6.If the system includes any Call Management Systems, write
CMS in the
Person, Location, or Function column next to the logical ID for the two DLC
positions assigned for each CMS.
Proceed to the next section, “Extension Jack Pairs for Analog Telephones”.
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Extension Jack Pairs for Analog Telephones2
Use these instructions only if the system has analog multiline telephones.
Otherwise, skip to the next section, “Jacks for MLX Telephones”.
MLX telephones can use the Voice Announce to Busy feature or simultaneous
voice and data without requiring a second extension jack.
Analog multiline telephones require an additional extension jack to use Voice
Announce to Busy or voice and data. The jacks must be an odd-numbered analog
extension jack and the next higher (even-numbered) analog extension jack. The
system assigns individual extension numbers to each of the jacks. The extension
number associated with the first (odd-numbered) extension jack in the pair is the
telephones extension number. Calls cannot be placed to the extension number
associated with the even-numbered extension jack. (For information about
renumbering jacks, see System Renumbering later in this chapter.)
You can assign Voice Announce to Busy or voice and data to any of the analog
multiline telephones in the system, but you cannot assign both to the same
telephone.
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Planning Form Instructions2
On Form 2a, mark the pairs of jacks for analog multiline telephones that have
Voice Announce to Busy or voice and data:
1.In the Log. ID column, draw a box around the pair of extension jack
numbers that you plan to assign to each analog multiline extension with
either feature.
2.In the Person, Location, or Function column, next to the first
(odd-numbered logical ID) number of each boxed pair, identify the
extension by person or location.
3.In the Person, Location, or Function column, next to the second
one
(even-numbered logical ID) number of each boxed pair, do
following:
■For the Voice Announce to Busy feature, write voice/voice.
■For voice and data, write voice/data.
Proceed to the next section, “Jacks for MLX Telephones”.
of the
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Jacks for MLX Telephones2
Use these instructions only if the system has non-operator MLX telephones, ISDN
terminal adapters (such as the Ascend Pipeline 25PX or 50) used to connect a
data terminal, or digital data/video stations (such as a videoconferencing station)
to assign to digital extension jacks on 008 MLX and 408 GS/LS-MLX modules.
Otherwise, skip to the next section, “Jacks for Analog Multiline Telephones”. To
plan connections for digital data equipment, see Chapter 5, “Data
Communications”.
NOTE:NOTE:NOTE:
When using the 008 MLX or 408 GS/LS-MLX module for data, video, or as
a CTI link, you must use Version 28 of the module.
The system assigns two extensions, although only one logical ID is assigned to
each digital extension jack. For MLX telephones, one extension number is
automatically assigned to the MLX telephone physically connected to the digital
extension jack. The second extension number is reserved for an adjunct, such as
an analog modem or Delay Announcement Device, that can be connected to the
MLX telephone through a Multi-Function Module (MFM). For information about
renumbering jacks, see “System Renumbering” later in this chapter.
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The system automatically assigns both extension numbers whether or not the
extension includes an MFM or ISDN terminal adapter. Calls can be placed to both
extension numbers independently.
The MFM can operate as an interface for either a Supplemental Alert Adapter or a
tip/ring device. The Supplemental Alert Adapter (SAA) setting on the MFM is used
when the MFM connects an external alert such as a bell or horn. The tip/ring (T/R)
setting is used when the MFM connects a tip/ring device such as an answering
machine or an analog modem.
NOTES:
1. The system capacity for endpoints is decreased by two whenever an
MLX telephone is used.
2. In Behind Switch mode, the system automatically assigns two prime lines
to each port on an MLX module — one for the MLX telephone and one for
the device connected to the MFM. If an MFM is not connected to an MLX
telephone or the MLX port is not used, the prime line for the MFM can be
removed. The prime line can then be assigned to another user.
When PRI, NI-1 BRI, or T1 Switched 56 lines/trunks are assigned to an MLX jack,
digital data/video stations may use two B-channels simultaneously (2B Data) to
place or receive high-speed data/video calls. For more information on planning for
video applications, see Chapte r 5, “Data Commun ic ations ” .
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In Release 5.0 and later, if you want Computer Telephony Integration (CTI)
capability, you must assign an MLX jack (port) as the CTI link. In Release 5.0 and
later, the CTI link communicates with the PassageWay Telephony Services for
Netware product implemented on a server running Netware 3.12 or 4.1 or later. In
Release 6.1 and later, the CTI link may communicate with either the CentreVu
Computer-Telephony Release 3.1 or later on a server running Windows NT 4.0
Server or Windows NT 4.0 Workstation, or PassageWay Telephony Services for
Netware, to provide CTI services.
These CTI services enable a desktop computer running a certified PC application
to provide computer-based features to users. The CTI link port must be selected
from ports 2, 3, 4, 6, 7, or 8. The CTI link port cannot be the potential operator port
or the console programming port.
Planning Form Instructions2
Use the floor plan and Equipment List (if available) to verify the location of any
video stations and all remaining MLX telephones and adjuncts connected to them.
1.On Form 2a, mark the extension jack assignments for the video stations
and the remaining MLX telephones:
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a.In the Jack Type column, make sure D is checked next to the logical
ID for each digital extension jack.
b.In the Person, Location, or Function column, identify each video
station or MLX telephone by the user’s name, location, or function.
c.If an extension port will be a CTI link, Write
CTI Link in the Person,
Location, or Function column, and Label column, and put a check
mark in the CTI Link column. If this is a CTI link, skip to Step 3. The
CTI link port must be selected from ports 2, 3, 4, 6, 7, or 8. The CTI
link port cannot be the potential operator port or the console
programming port.
2.Using the information from Form 2a, mark the digital extension adjuncts
and video stations on Form 2b, System Numbering: Digital Adjuncts:
one
a.Do
of the following:
— If the jack does not have an adjunct connected, write
None in
the Adjuncts column and skip to Step 3.
— If an adjunct is connected to the MLX telephone, proceed to
Step b.
b.If an adjunct is connected to the MLX telephone, enter the type of
adjunct (such as
MFM-SAA, MFM-T/R, MFM-DA, ER1000, 7500B,
ASC 25PX/50, or ASC-VSX) in the Adjuncts column.
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c.If a digital data or video station will be connected to the jack, and the
equipment supports 2B Data (such as a videoconferencing system
using a BRI interface or a v.35 interface and an ISDN terminal
adapter that supports 2B Data), check the box in the 2B column.
NOTE:
Do not connect equipment that does not support 2B Data (such as
G4 FAX, or a videoconferencing system using a v.35 interface and
an ISDN terminal adapter that does not support 2B Data) to an MLX
jack configured as a 2B Data port.
d.If a digital data or video system is connected to the jack, enter the
extension number in the MLX Telephone Ext. No. column.
3.Identify the type of equipment connected to the jack or the ISDN terminal
adapter connected to the jack. Also, record the person, location, or function
if desired.
Proceed to the next section, “Jacks for Analog Multiline Telephones”.
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Jacks for Analog Multiline Telephones2
Use these instructions only if the system includes 408, 408 GS/LS or 008
modules. Otherwise, skip to the next section, “Jacks for Tip/Ring Equipment and
Applications”.
Certain features should be used differently when a General-Purpose Adapter
(GPA) is connected to an analog multiline telephone and configured using the
Automatic setting. These configurations include:
■GPA connected to an answering machine and an analog multiline
telephone with Auto Answer All butt on pro grammed.
■GPA connected to an answering machine and an analog multiline
telephone programmed as a member of a calling group.
NOTE:
The answering machine may be used as either a primary or
secondary Delay Announcement Device provided it hangs up when
the announcement has finished.
■GPA connected to an analog multiline telephone programmed for voice and
data.
NOTE:NOTE:NOTE:
An MLX telephone with an MFM installed is preferred for these applications.
When these configurations are used, lift the handset before activating features
that automatically turn on the speakerphone. Examples of features that
automatically turn on the speakerphone are Authorization Codes, Auto Dial, Last
Number Dial, and Saved Number Dial.
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Assign analog extension jacks for all remaining non-operator analog multiline
telephones in the system.
Planning Form Instructions2
On Form 2a, mark the extension assignments for the remaining analog multiline
telephones:
1.In the Jack Type column, make sure A is checked next to the logical ID for
each analog extension jack.
2.In the Person, Location, or Function column, identify each analog multiline
telephone by the user’s name, location, or function.
Jacks for the CTI Link Application2
Use these instructions only if the system has 008 MLX and 408 GS/LS-MLX
modules and users will be using CTI applications and a CTI Server (PassageWay
Telephony Services for NetWare or CentreVu Computer-Telephony Services for
Windows NT). Otherwise, skip to the next section, “Jacks for Tip/Ring Equipment
and Applications.”
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The CTI link allows the computer users to interact directly with the
communications system and obtain access to features through the use of a
computer. Once installation is completed, the CTI port does not need feature
programming, but the port and extension information must be recorded to be used
when programming the network features.
If an MLX or analog multiline telephone extension is going to have a CTI-capable
program installed on the extension’s worktop PC, then you need to identify both
the CTI link extension (the MLX port extension that connects to the CTI Server),
and the MLX or analog multiline telephone extensions that will have the
CTI-capable program installed. Single-line telephones cannot make use of CTI.
If the CTI link is on the first MLX module in the system, then perform
administration for the CTI link using SPM. If the CTI link is not on the first MLX
module, then you can use the system programming console to do the
programming.
CTI can be used only on Release 5.0 and later communications systems in
Hybrid/PBX mode.
To get the Incoming Caller ID (ICLID) information, LS-ID delay must be set to On
(factory setting is Off).
To use a CTI application for Call Control features (Hold, Hold retrieve, Consult,
Transfer, or Conference), the call must be on an SA button.
monitored
A
extension is one that is connected to a CTI application that can
handle the call; the application should be used to handle the calls. An
unmonitored
extension is not connected to a CTI application.
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To receive ANI or Caller ID (if available) information for
incoming alerting calls
,
calls must:
■Arrive on an SA button or be transferred by an unmonitored DLC or a QCC.
■After a call has been answered, the call may arrive at any type of facility
button.
For calls that arrive on a
personal line
and are first answered by a DLC, transfers
must be activated manually, using the telephone. (The CTI Client PC Transfer
function only works with calls received on SA buttons.) In this situation, the
following holds true:
■If a DLC is an
monitored
unmonitored
extension, and the DLC transfers a call to a
extension, it sends Caller ID/ICLID/ANI information to, and
initiates a screen pop at the transfer receiver’s Client PC.
■If the DLC is a
monitored
extension, the DLC receives screen pop but does
not send this information to the transfer receiver.
unmonitored, non-attendant
If an
transfers a call, the recipient will not get the ANI
or Caller ID information at the application, even though it may be seen on the
telephone’s display.
Extensions that interact with a CTI-capable program on a computer (extensions
marked Computer Telephony Integrated Client PC) should not have Microphone
Disable programmed.
The CTI link must be connected to an extension that is on an MLX port module
(008 MLX or 408 MLX). However, the extension cannot be on a module of
firmware vintage 29, the console programming port, or a potential operator
position in the first or fifth port on the module. CTI link programming removes
2B Data programming for a port. If you want to keep a port programmed as a
not
2B data port, do
assign it as a CTI link port.
The CTI link extension must directly connect to the CTI card on the CTI Server.
Adapters, MFMs, and passive bus arrangements are not supported on this port.
Planning Form Instructions2
On Form 2a mark the box under the CTI Link column for the extension that will
connect the control unit to the CTI Server. The CTI link cannot be on an extension
that is a potential operator (gray on the planning form), or a console programming
not
port. If you want to keep a port programmed as a 2B data port, do
a CTI link port.
On form 4b or 4d, check the Yes box under Computer Telephony Integrated Client
PC, or on form 5a or 5b, check the CTI PC adjunct box, if a computer at the same
location as the extension will have a CTI-capable program (client) installed.
assign it as
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Jacks for Tip/Ring Equipment and Applications 2
Use these instructions only if the system includes 012 T/R, 016 T/R, or 008 OPT
modules. Otherwise, skip to the next section, “Labels”.
Assign the basic telephone jacks on the 012 T/R, 016 T/R, or 008 OPT modules to
any tip/ring equipment such as single-line telephones, fax machines, analog
modems, or Group Calling Delay Announcement Devices. The hardware design
of the 008 OPT module includes an interface for off-premises telephones, which
supplies increased gain levels and protection.
If assigning basic telephone jacks on an 016 T/R module, the Ringing Frequency
may be set to either 20-Hz (Type A) or 25-Hz (Type E). The Ringing Frequency is
programmable on each 016 T/R module and affects all ports on that module.
Several optional applications, if used with the system, require basic jacks on a
012 T/R or 016 T/R module: Enhanced Service Center, Messaging 2000,
Intuity AUDIX, Lucent Technologies Attendant
Solution II (IS II)* or III (IS III)*, and Integrated Voice Power Automated
Attendant-IS II* or IS III*. Do not use the 008 OPT module for these applications.
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1
, AUDIX Voice Power-Integrated
The system can accept up to eight application ports (extension jacks for
applications) using the 012 T/R module. All 16 ports on the 016 T/R module may
be used for applications.
Table 2–8
shows, by application, the number of ports used, the number of TTRs
required, and the number of additional single-line telephones that can be added to
the modules. Use this table as a guideline.
1.No longer orderable.
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Table 2–8. Application Ports
ApplicationPortsTTRsTelephones
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MERLIN LEGEND Mail2
4
6
Messaging 20004
6
8
12
16
Intuity AUDIX4
6
8
10
12
Enhanced Service Cente r (ESC )12
16
CONVERSANT(see Note 3
MERLIN MAIL
1
2
4
Lucent Technologies Atten dant *1
2
3
4
AUDIX Voice Power*2
4
6
8
1. No longer orderable.
1
NA
1
2
2
2
3
1
4
0
5
0
6
0
2
2
3
1
4
0
5
0
6
0
8
0
8
0
)
1
3 + 1 for the modem
2
2 + 1 for the modem
1
6 + 1 for programming
1
5 + 1 for programming
2
4 + 1 for programming
2
3 + 1 for programming
1
6
2
4
3
2
4
0
NOTES:
1. Older versions of the 012 T/R module, (apparatus codes 517C13–517F13) if one or
more applications are used, only four tip/ring devices may be assigned to the
module where the application is assigned, regardless of how many jacks are open.
2. The application s in Table 2–8
do not work properly with 012 T/R modules
manufactured for older MERLIN II systems. These applications must be connected
to 016 T/R modules or 012 T/R modules with code 517C13 or higher labeled on the
top of the module. Modules with code 517A13 or 517B13 can be used to connect
single-line telephones only. They do not provide the disconnect signal required by
answering machines and applications. Do not use the 008 OPT module for
applications such as Enhanced Service Center, Messaging 2000, or Intuity AUDIX.
3. When planning for CONVERSANT, refer to the documentation provided with the
application and contact the SDSC (1 888 297-4700 and follow the prompts to reach
the CONVERSANT split) for information on TTRs and ports.
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Planning Form Instructions2
On Form 2a, mark the extension jack assignments on the 012 T/R, 016 T/R,
MERLIN LEGEND Mail, and 008 OPT modules:
1.In the Jack Type column, make sure B is checked next to the logical ID for
each basic telephone jack .
2.In the Person, Location, or Function column, identify each T/R device by
the users name or location and by type, such as single-line telephone, fax,
modem, or Delay Announcement Device.
3.If the system includes optional applications, indicate the application on the
appropriate line in the Appl column:
■To indicate MERLIN LEGEND Mail, write ML Mail.
■To indicate Messaging 2000, write M2000.
■To indicate Intuity AUDIX, write Intuity.
■To indicate Enhanced Service Center, write ESC.
■To indicate CONVERSANT, write CONV.
Issue 1
August 1998
Page 2-32Numbering the System
■To indicate MERLIN MAIL voice messaging system, write Mail.
■To indicate Lucent Technologies Attendant, write Lucent A.
■To indicate AUDIX Voice Power IS II or IS III, write AVP.
■To indicate Integrated Voice Power Automated Attendant-IS II, write
IVP-AA.
■To indicate no applications, write None.
4.If the system has Messaging 2000 or AUDIX Voice Power, also write
in the Appl column for any logical IDs that are being used for fax ports.
5.If the system is to be part of a Centralized Voice Messaging system
(Release 6.1 and later systems only), check Yes under the Centralized
Voice Messaging heading. Also check Yes on page 4 of the MERLIN
LEGEND R6 Design Implementation Guide form located in Appendix I. If
not part of a Centralized Voice Messaging system, check No on both forms.
NOTE:
For more information on Centralized Voice Messaging, see the
Network Reference
.
6.For each 016 T/R module, if applicable, indicate the Ringing Frequency for
that module. Enter
20-Hz or 25-Hz in the Ring Freq. column for all ports on
the 016 T/R module. When configuring a system in the United States or
Canada, generally the 20-Hz setting is applicable. The factory setting is
20-Hz.
port
Proceed to the next section, “Labels”.
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Labels2
This section contains instructions to associate alphanumeric labels with extension
numbers so that both the name of the caller and the extension number appear on
display telephones.
Planning Form Instructions2
On the appropriate line in the Label column on Form 2a, write the label
(maximum: 7 characters) to be displayed for each telephone.
Proceed to the next section, “System Renumbering”.
System Renumbering2
The selection of a numbering plan depends on the customer’s needs. Each of the
systems numbering plans (2-digit, 3-digit, and Set Up Space) allows you to
renumber all or selected extensions. If you do not need to renumber extensions,
skip to the last section of this chapter, “Updating Planning Information”.
Issue 1
August 1998
Page 2-33Numbering the System
In Release 6.0 and later systems (Hybrid/PBX mode only), the Uniform Dial Plan
(UDP) allows you to choose non-local dial plan numbering to specify the
numbering of extensions connected to remote systems in a private network and
allow users on your system to access those extensions as if they were connected
to your own system. When renumbering a system that is part of a private network,
see the Network Reference for informat ion.
!
!
CAUTION:
CAUTION:
Before programming the private network ranges, set up the local dial plan. If
the ranges are programmed in the network, and then 2-digit, 3-digit, or
Set Up Space factory settings are used, all network ranges on that switch
are erased.
Before the system is renumbered, the AUDIX Voice Power channel
assignments should be deleted (through AUDIX Voice Power) for the
extensions being renumbered. When the renumbering for the system is
complete, AUDIX Voice Power channels for the renumbered extensions
should be added.
Figure 2–2 through Figure 2–4 list the extension numbers according to the three
numbering plans: 2-digit, 3-digit, and Set Up Space. The numbers are arranged in
blocks according to the first digit. The type of equipment or feature they are
assigned is shown in the block. The shaded areas of the table indicate extension
numbers automatically assigned by the system. The unshaded areas indicate the
extension numbers available for reassignment. Use the appropriate plan-specific
instructions that follow to mark Forms 2a and 2b with extension number assignments.
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For detailed information about the numbering plans (including considerations,
constraints, and feature interactions that may affect selection), see the
Reference.
NOTE:NOTE:NOTE:
If the system includes Call Management System (CMS), it assigns
extension numbers to agent splits. The CMS agent extension numbers
must be two digits. Therefore, use the 2-digit numbering plan for CMS. For
more information, see the CMS documentation.
Figure 2–4. Extension Numbers for Set Up Space Numbering Plan
Paging
Groups
793−−799
Pools
890−−899
MERLIN LEGENDCommunications System Release 6.1
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Control Unit Configuration
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Planning Form Instructions2
Use Figure 2–2 through Figure 2–4 as you record extens io n numbe r inf ormati on :
1.On Form 2a and 2b, if this switch is part of a private network, check Yes
under the Networked Switch heading. If the switch is not part of a private
network, check No.
NOTE:
For more information, see the
2.Identify the 2-digit, 3-digit, or Set Up Space numbering system you will be
using under the Factory Set column on Form 2b, by circling the name of the
appropriate numbering system.
one
3.Do
of the following:
Network Reference
Issue 1
August 1998
Page 2-36Numbering the System
.
■If you do
not
need to renumber any of the factory-set extension
numbers:
a.Check the 2-Digit, 3-Digit, or Set Up Space box under the
Renumber System heading on Form 2a to indicate the
numbering plan you’r e usin g .
b.Skip to the next section, Updating Planning Information.
■If you want to renumber only a few of the extensions and there are
enough numbers available for 2- and 3-digit numbering plans:
a.Check the 2-Digit, the 3-Digit, or the Set Up Space box to
indicate the numbering plan you’re using.
Selected Extension Numb ers under the Renumber System
,
heading on Form 2a
page 1
b.Write the new extension number(s) in the Renumber to
columns on Form 2a and Form 2b.
Proceed to the next section, “Updating Planning Information”.
Updating Planning Information2
On the floor plan, add the extension number beneath the symbol for each
telephone and adjunct. If you are using a system programming console, go to
Form 1, System Planning, in the System Operating Conditions section and add
the new extension number of the console in the space next to Ext. No.
Be sure to check
.
NOTE:NOTE:NOTE:
The remaining columns on Form 2a (Eqpt., Label, Old Ext. No., and
Wire No.) are completed by the technici an during installation.
To complete the forms for lines/trunks, proceed to Chapter 3, “Lines/Trunks”.
MERLIN LEGENDCommunications System Release 6.1
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Lines/Trunks
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Planning for lines/trun ks consists of the following tasks:
Issue 1
August 1998
Page 3-1
3
1.Identifying Line/Trunk Jacks. Use the placement of modules in the
control unit (see the Control Unit Diagram on Form 1) as a guide to
determine in what order to connect trunks to the control unit. To do this,
identify the line/trunk jack types available by module and then match trunks
and auxiliary equipment with the jacks that support them.
2.Selecting Line/Trunk Options. According to the requirements of the
customer, choose from available options for the incoming trunks connected
to the system.
3.Assigning Lines/Trunks to User Extensions. Assign lines/trunks to
telephones and DLCs.
4.Assigning Telephone Buttons. Assign buttons to Hybrid/PBX mode
telephones, to Key and Behind Switch mode telephones, and to DLCs.
NOTE:NOTE:NOTE:
If the switch is part of a private network, the following tasks must also be
performed to plan for lines/trunks: Labeling the Network Trunks, PRI Switch
Type (Legend-PBX or Legend-NTWK), and Switch Identifiers. See the
Network Reference
This chapter contains instructions for completing each of these tasks. You should
become familiar with line/trunk types and options, as well as the requirements of
the system before you attempt to perform the procedures in this chapter. It is also
critical that you understand what services the local telephone company can
provide.
for information.
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Lines/Trunks
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Identifying Line/Trunk Jacks3
Identifying line/trunk jacks consists of the following tasks:
1.Determining which line/trunk jack types are available according to the types
of modules in the control unit
2.Matching incoming trunks to the jacks that support them
3.Designating jacks for auxiliary equipment (if any)
This section contains instructions for completing all of these tasks.
Forms Needed3
■Form 1, System Planning
■Form 2c, System Numbering: Line/Trunk Jacks
You also need the local telephone company’s line/trunk information.
Issue 1
August 1998
Page 3-2Identifying Line/Trunk Jacks
Module Types and Line/Trunk Jack Types3
The line/trunk jack type is determined by the type of module. Table 3–1 lists the
line/trunk jack types and the incoming line/trunk or auxiliary equipment that can be
connected to these jacks.
MERLIN LEGENDCommunications System Release 6.1
System Planning
1. You cannot mix T1 and Primary Rate Interface (PRI) service on the same
100D module. Any of the following AT&T Switched Network (ASN)
Services can be provided through a T1 or PRI facility: Megacom
Megacom 800, Software Defined Network (SDN), and MultiQuest
also supports Call-by-Call Service Selection and some ACCUNET
WATS,
. PRI
switched digital services. T1 supports Shared Access for Switched
Services (SASS) and ACCUNET Switched Digital Service (or other
circuit-switched data service) at 56-kbps. Both support Dialed Number
Identification Service (DNIS).
2. The MERLIN LEGEND Communications System supports Centrex
not
service with loop-start lines only. The system does
support a timed
switchhook flash with ground-start trunks or ground-start emulation on
DS1 facilities in any mode of operation (Hybrid/PBX, Key, or Behind
Switch).
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3. The MERLIN LEGEND Communications System does not support timed
switchhook flash with NI-1 BRI lines. Pressing the Recall button on a
MERLIN LEGEND telephone will be ignored. If the Recall button is stored
as part of an Auto Dial string, it will not be sent out over an NI-1 BRI line,
or stored for Last Number Dial or Saved Number Dial when calling on an
NI-1 BRI line.
4. The MERLIN LEGEND Communications System does not support BRI
features such as Local Area Signaling Services (LASS), CO Transfer,
and other Centrex offerings.
5. Trunks used for incoming caller line identification (ICLID) service should
not have any equipment other than the MERLIN LEGEND line port
connected to them. Connecting other equipment (such as alarms,
autodialers, and so on) may result in distorted or lost ICLID data.
6. Trunks assigned as either the system Music on Hold or External Page
Port cannot be assigned as a Group Calling trunk.
LS-ID Delay Option3
Issue 1
August 1998
Page 3-4Identifying Line/Trunk Jacks
The LS-ID Delay option is available through the 800 GS/LS-ID module and is
programmed for each trunk. It prevents applications and adjuncts from answering
before the Caller ID information is processed.
Use the LS-ID Delay option only if the following conditions apply:
■If the adjunct or application cannot be programmed to answer on the
second or later ring, see the documentation for the adjunct or application.
■If the first option applies (as with headsets using Auto Answer All) and line
buttons receiving Caller ID cannot be programmed for Delay Ring, for
example, auto attendants.
NOTES:
1. It is recommended that trunks with the LS-ID Delay option be used as
incoming trunks only.
2. If no delay is programmed, the caller may hear one or two extra bursts of
ringback while the person receiving the call has not yet heard a ring.
3. If the option is programmed on a two-way trunk, the system will not seize
a trunk from the pool for an outgoing call when that trunk is receiving an
incoming call.
4. Use the LS-ID Delay option if the adjunct or application does not allow
line buttons to be set for Delay Ring.
5. If the option is programmed on a trunk programmed as a Group Calling
trunk, the system will not dispense the call to either the Group Calling
queue or to any calling group member until either the LS-ID Delay timer
expires or the system software is informed that ICLID information is
unavailable.
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Planning Form Instructions3
Refer to the completed Control Unit Diagram on Form 1 to mark line/trunk jack
types on Form 2c:
1.For each module with line/trunk jacks noted in the Control Unit Diagram
(beginning with Slot 01), write in the type of module and its slot number in
the Module Type and Slot No. column of Form 2c; after the appropriate
Log. ID number, draw a line to indicate the logical IDs (and therefore, the
line/trunk jacks) that correspond to that module.
If the system has 100D (DS1) modules, keep in mind that even though the
module has only one physical jack, the 100D module supports up to 24
endpoints. Therefore, 24 logical IDs and associated line/trunk numbers are
assigned to each module.
The 800 NI-BRI module supports up to 16 endpoints, therefore 16 logical
IDs and associated line/trunk numbers are assigned to each 800 NI-BRI
module even though the module has only eight physical jacks.
2.In the Jack Type column of Form 2c, for all modules except 100D modules,
write the jack type for each logical ID. Use the codes shown in Table 3–2
Issue 1
August 1998
Page 3-5Identifying Line/Trunk Jacks
.
Table 3–2. Codes for Line/Trunk Jacks
Jack Type CodeLine/Trunk Type
LSLoop-start
GS/LSGround-start/loop-start
DIDDID
TieTie
T1-GSDS1 connectivity used to emulate GS
T1-LSDS1 connectivity used to emulate LS
T1-Tie
1
DS1 connectivity used to emulate tie or for digital data service
T1-DIDDS1 connectivity used to emulate DID
T1-S56DS1 connectivity used for digital data
PRIDS1 connectivity used for PRI service
BRINI-1 BRI
1. T1 Switched 56 digi tal data is also availab le using T1 -Tie trunk s. See the “Tie Trunk s”
section later in this chapter.
3.For systems that include a 100D module, do
one
of the following in the
Jack Type column:
■If the module will emulate trunks or will be used for digital data
transmission, write the appropriate jack type code (see Table 3–2
for the channels being used (for example,
or write
■If the module will connect services (such as, Megacom and
Megacom 800), write
T1 if the channels are not being used at this time.
PRI for all 24 logical IDs of PRI-type modules.
T1-LS, T1-TIE, or T1-S56),
)
You may now match incoming trunks to the available jacks as described in the
next section.
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Incoming Line/Trunk Type3
Use the procedure in this section to match incoming trunks to the continuous
sequence of line/trunk jacks on the control unit, beginning with the first line/trunk
jack (logical ID 1).
NOTE:NOTE:NOTE:
(Key mode only) If the system is registered with the FCC registration
number of AS59CM-7914-KF-E, and the processor module has been
modified for Permanent Key mode, you can connect loop-start trunks to the
GS/LS type line/trunk jacks. With the KF registration number, ground-start
trunks are allowed only when the system includes DS1 connectivity
dedicated as a T1 type and the channels are used to emulate ground-start
trunks.
This procedure also includes instructions for assigning a label to identify the
line/trunk being used.
Planning Form Instructions3
Issue 1
August 1998
Page 3-6Identifying Line/Trunk Jacks
1.In the Incoming Line/Trunk Type column of Form 2c, write the type of
line/trunk you plan to connect to each line/trunk jack, T1 channel or BRI
channel: Main No., personal line, FX (Foreign Exchange), WATS (include
band), DID, or Tie. (Contact the local telephone company for line/trunk
information.) Use the following guidelines:
■Group trunks together according to type: basic loop-start or
ground-start trunks, and special-purpose loop-start or ground-start
trunks. (DID, PRI, T1, BRI and tie trunks are automatically grouped
according to type since they require specific types of modules.) The
local telephone company supplies the information you need to
identify the specific trunks connected to each line/trunk jack on each
DID and tie trunk module and each channel on each 100D or 800
NI-BRI module.
■Use line/trunk jacks at the beginning of the sequence for basic
ground-start and/or basic loop-start trunks. Use jacks later in the
sequence for special-purpose trunks such as WATS or FX.
■If a line/trunk such as WATS is only inbound or only outbound (not
two-way), include that information along with the line/trunk type.
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