Norstar dr5.1 User Guide

Modular DR5.1 System Coordinator

Guide

DR5.1

System Coordinator

Guide

and Meridian are trademarks of Northern Telecom

PO842647 02

Canada

System Coordinator’s role

. Assisting your co-workers

Your Service Representative Enhanced Transfer

Call Display services

Call Display Information

Call Log

Message Waiting

What’s New with Modular 5.1

Answer Timer

Auxiliary Ringer Do Not Disturb on Busy

Last Number Redial Link Feature Page Tone Page Timeout

Number Redial

1 2 2 2

3 6

12 13

Programming

HOW to do programming Reviewing programmed settings

Planning Programming tools

Administration overview

System Speed Dial Names Time and date Direct-Dial Capabilities

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Administration headings

Entering Administration Exiting Administration Moving through

Using the Overlay

The display buttons

Programming details

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26 30

Contents

Dialing Filters Remote access packages

Telephone (Set) abilities

Line abilities

Class of (COS) passwords Service Modes Password Log Defaults Call Services

Auto Call Info

Telephone (Set) Services

Voice Message telephone numbers

Voice Message Center lines

Copying settings

Line programmlng Telephone programming 6 6

Capabilities

Set Profile and Line Profile

Using Set Profile and Line Profile Programming you can review

To exit Set Profile or Line Profile

Using Set Profile

Programming reminders

telephones Prime telephones Central Answering Position Page zones Line Pools Miscellaneous programming Call Pickup Groups Service Modes

Telephone

Using Answering the telephone

Related features

What line indicators mean

Rings you may hear Displays

Prime telephone displays

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64 65 65 66 66

66 67 67 66 69 70 72 73

75 75

75 76 77

a3 a4 a5

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Call Information Call Log Call Park

Call Pickup

COS Password

Customizing your telephone

Dialing Do Not Disturb

Feature Programming Group Listen

Hold

Host System Signaling

Host system signaling codes Line Pools Long Tones Messages

Telephones

Headset Hearing Aid Compatibility

Wall Mounting Page Priority Call

Service Modes

Special Telephones

Speed Dial Time features

Transfer

Using remotely

Tones you may hear

Voice Call

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remotely

access to your system

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114

116

121

129

135

137 140

143

145

155

,156

162

162 164 165 165 166

169

177

191 191 191 191 193 194

196

iv Contents

User

Cards

199

Glossary

Index

225

In addition to basic telephone service, your

system has many extra features that greatly improve your

245

office communications.

take the time to read guide. It will help you to learn the’various tasks which a System Coordinator should perform. This guide also serves as a reference when you assist co-workers to become familiar with

features.

When a telephone system is first installed, it takes a bit of time to settle into using new equipment. minimizes this orientation by providing straightforward features and simple instructions.

System

The System Coordinator plays an important role in

to suit the organization and updating information as the

office grows and changes.

be customized at three

Personal programming is done by individual telephone users

who wish to personalize their programming features and telephone numbers onto memory buttons.

Administration programming

Administration programming is done by the System when you want to change various system-wide settings, as ‘well

as some specific settings for each line or telephone.

installed. Specific system-wide parameters are set up in Configuration.

programming

telephones by

programming

programming is usually done for you by the

or Service Representative when is being

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2 /Welcome to

Assisting your co-workers

It is human nature to ask someone how to do something rather than read a user guide. The System Coordinator may be asked to demonstrate to features. To help prepare for that possibility:

Familiarize yourself with the procedures for using features. Examine the components of your system, identifying the buttons on the different types of telephones. Read the Telephone User Cards chapter of this

Guide for more information on each telephone.

Familiarize yourself with the various programming reminders provided at the end of the Programming chapter of this Guide. Distribute copies of these reminders to your co-workers after filling in information such as System Speed

Dial numbers and names.

It is important for everyone in the office to know that you are the

System Coordinator and to know when you are available

consultation. You may wish to schedule sessions for small groups or provide individual assistance to co-workers

programming features on their telephones.

how to select and use

Your Service Representative

Ask your Service Representative for the service department’s telephone number, and write it down. If you have problems with your

you have problems with programming or using any of the features, first read the appropriate section of this Guide and try again before calling your Service Representative.

equipment, telephone your Service Representative.

Enhanced Transfer

There is a new for using the Transfer feature in this

system. If you are upgrading a to familiarize yourself with the new procedure.

Modular system, be sure

Call Display

Call Display services ,

Most public telephone companies offer Call Display services

which provide information about an incoming call. The caller’s

telephone number and in some cases, long distance

indication, can be shown on a telephone with a display. Your

allows you to:

view incoming call information as well as the line

name that receives the call, keep a log of incoming call and, view an integrated display that appears when you have

received a message from either an internal

Voice Mail message from an external caller.

Note: You can access Call Display information only if

subscribe to the services offered by your public telephone company, and if you have the appropriate hardware installed. Contact your Service Representative for more information.

Call Display Information

Call Display information may be shown on your telephone display when you answer an incoming call. In addition to the caller’s name, telephone number and long distance indicator, if available, your received the call.

In the case where several users share a line, only one

can be designated to automatically receive Call Display

information when a call is alerting on that line. If the call is

or camped to another telephone, the Call Display

is automatically available to that telephone.

a line is not administered to automatically deliver Call Display information to a telephone, the user can invoke the Call Information feature (see Telephone Features section) or answer

the call to view the information.

system can display the line name

user or a

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Modular

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4 Call Display services

Depending

presents several convenient options.

your requirements, Call Display information

When a caller is identified before the call is answered, you can answer yourself prior documents, or otherwise orienting yourself to the expected discussion.

The Long Distance indicator alerts you that an incoming call is long distance and may therefore have higher priority.

If you are unable to immediately attend to an incoming call,

you can use the information to make a quick note. You can shorten the interruption time of a call from a

recognized person. For instance, you can the call and let the party know that you are busy but will return the call soon.

A telephone can be programmed to first view either the caller’s name or number or line name. For example, an attendant might wish to see the calling number and area code first in order to transfer the call according to sales region. The salesperson’s telephone’could display the caller’s name first so they can answer with a personal greeting.

a personal greeting. You can also prepare

the call by retrieving any relevant

Call Display information allows you to answer calls on a priority basis. For example:

If several calls are alerting at your telephone at

time, you can request information about the calls to

decide which one may be more important. If you are already

call starting to decide whether to answer the second call or remain connected to the first call.

If you are in a meeting, the information associated with an incoming call can help you determine if the call is important enough to interrupt the meeting.

If you have several calls on hold and wish to identify the

callers, you can view the Call Display information

associated with each of the calls to help you determine

which one you will respond to first.

a call, about a second

at your telephone can help you to.

Programming tips

In order for the designated telephone to automatically receive Call Display information, it must be programmed to ring for incoming calls on that line.

Before programming Call Display information you may wish to consider the following:

which individual would benefit the most automatically

receiving Call Display information on an alerting line? how are calls routed and what information is the most,

important to know before a call is answered? For certain lines are private to individuals, an attendant wish to first view the line name to determine who

incoming call is for.

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6 Call Disolav services

Call

The Call Log feature uses incoming Call Display information to make a record of call details for follow-up. Call Log also records several other useful facts such as the time and date of the log entry, the number of repeated calls by the same caller and which telephone answered the call if it was subsequently rerouted and handled by someone else in the

system.

When the volume of incoming calls exceeds the ability of employees to handle all calls, or when staff are unavailable to answer calls, Call Log provides a convenient means of capturing information about missed

When connected to a call that has Call Display information, the

feature of Call Log can be used to provide a quick and

accurate means of recording the caller’s information for future

use (see Telephone Features for more information).

Programming tips

Call Log space can be assigned to individual telephones

according to how much space you wish to to each user. You can also assign all or most Call Log space to a central answering position. For example:

In order to maximize the value of Call Logs and avoid confusion for the end user and their customers, it is important to consider the following when configuring Call Log:

Call Display 7

We strongly recommend that you limit the number of users

logging calls for the same line, as this would be confusing. example, if two users are logging calls for the same line, not know who the call was originally intended for nor are both

updated when one of the users returns a customer’s

call.’ Potentially a customer could be called back twice.

There few situ&ions where the same call needs to be logged

at more than one set.

For

Recommended configuration 1

The Central Answering Position (CAP) has all lines the CAP set. calls are first answered on the CAP set and then transferred to the required destination.

The Attendant wants to track all calls unanswered on the system, during working and after hours. The users want to capture in their Call Log, any calls which they did not answer at their and be able to those calls from the log.

The CAP position logs

users log calls Unanswered me. In this configuration the user will log calls transferred to them via (I/C) from the attendant user, even though the administration setting is Set: N). Thus the entries in their Call Log are specifically meant for them.

answered on all lines and the

Application of Call Log

Does the user want to return customer calls, track the numbers of calls unanswered, keep a record of most commonly called etc.?

Who is most in logging calls on a particular line?

For instance, dentists working in a clinic may have an

individual line assigned to them but prefer that the

receptionist handle all of the calls logged on their line.

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Call Display services

Call

Programming:

with a Central Answerina Position

Call Display

Recommended configuration 2 Each user has a unique line appearing at their set. users have a variety of requirements in terms of logging calls., . Using

specifically for their sets.

with dedicated lines

the can ‘program logging

CAP Position

Configuration:

Line Access

Line Assignment (all lines to appear at the CAP) Set Services

Ringing

Set Programming:

one answered)

Set Administration:

Set Services

Set: N (no lines assigned)

Set Programming:

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Administratidn: Log Defaults

to all sets for example, 25.)

(Unanswered me)

(assign log space

Set:

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Configuration: Line Access

Line Assignment

Ringing

Set Programming:

(No answered, Unanswered me, Lo9

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Administration:

Log Defaults

Set Services

Set:

all Calls,

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10 Call Display services

Recommended configuration 3

The system has lines 1 and 2 appearing on all sets. The supervisor wants to lo all calls for lines 1 and 2 at his/her set in order to analyze call

return unanswered customer calls. To avoid confusion when logging and sharing lines, one user on line and a second user logs No one answered calls on line

2. This clearly identifies who is responsible for returning calls each line and ensures that only one person calls the customer back.

Call Logs with

Programming:

Line Access Log Defaults

Line assignment Ringing

shared

ffic.

Two users have been selected to

Administration:

Set Services

logs No one answered

Set: 21 (supervisor’s set)

Set:

Lines 002 Show Set:

Set:

Show Set: 23

Line 001

Set: Line 002

Call Display 11

Set programming:

Note:

more information,

see

the

Call Log Feature Card.

Message Waiting

Message feature allows you to send and receive internal messages as well as maintain a record of your messages. have subscribed to Voice Mail Messaging (provided by your

public telephone company), and visual message waiting indication is defined at your set, Message Waiting also informs

you if you have messages at your Voice Message Center and

allows you to:

receive a visual indication that you have messages call your Voice Message Center to hear your clear the message waiting indication from your display.

tips

In order a telephone to use this feature, it must have a line appearance and Message Waiting must be activated for that line by your public telephone company.

It is possible for two or more telephones to share a line

appearance. You must determine if one, some or all of the users

sharing a line will receive Message Waiting notification. If a

sub-group, such as a sales team within a company, it may

appropriate to share the feature providing that the users an agreed upon procedure for retrieving and deleting messages.

For information on Call Information, Call Log and Messages, see the Telephone features section. Programming actidhs are described in further detail in the Programming section.

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12 /Call Display services

What’s New with

Call Display services

Link Feature

You can change a telephone’s ability to use Link (a host system’

option).

Answer Timer

The system allows you to administer a delay between the last digit you dial on a device connected to an analog terminal adaptor

DTMF tone from the far end analog device. Up until now there was a fixed seven-second lengthen the delay depending on the requirements of the device

attached to the for example, require a three second delay.

and when the KSU is ready to receive

Now you can shorten or

Facsimile machines and credit card sets,

Auxiliary Ringer

To resolve the problem of an auxiliary ringer indicating internally

transferred calls, the Auxiliary ringer can be set by line and by

telephone. The telephone setting when combined with the line

setting allows you to chose if the Auxiliary Ringer (if installed) will

ring when a call is sent to a specific telephone or on a specific

line. For example, an incoming call on a line programmed to yes

will ring the auxiliary ringer. Once the calf

transferred within the system, the auxiliary ringer will not ring

a call sent to a telephone that has auxiliary ringer set to

answered and

Do Not Disturb on Busy

When you are busy on a call and a second call comes in, your

telephone rings softly to alert you to the second call. If this second ring distracting, you can have the second call from

(DND) on Busy to

you by assigning Do Not Disturb

extension.

find

Page

The tone’preceding a Page Announcement up to now was

always on. Now it is possible to turn the Page tone off for all users. This is convenient if the office environment is often busy

with Page Announcements.

Page Timeout

You can now specify the amount of time required before a Page Announcement session expires. Longer announcements can be completed without having to re-page the other party. This feature enhancement appears in Configuration programming under Cdl Handling.

Saved Number Redial

Up to now Saved Number Redial was available for all telephones on a particular telephone to use Saved Number Redial. This helps to ensure that only authorized users can view access codes or passwords.

basis. Now you can the ability of a

Last Number Redial

Up to now Last Number Redial was available for all telephones on a system wide basis. Now you can change the ability of a

particular telephone to use Last Number Redial. This helps to ensure that only authorized users can view access codes or passwords.

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14 Display services

The system comes programmed with defaultsettings that may be sufficient: initially. Administration programming is performed by the Coordinator, and lets you change settings that

or new business contacts. You can also assign some features’to

individual lines and telephones. This provides you with real flexibility in making your telephones work together.

This chapter contains detailed procedures for programming

System Speed Dial codes, Names for lines and telephones, and

Time and Date you are new to Administration

programming, you may want to get comfortable with these three procedures before attempting other procedures,

Personal programming does not follow the same procedures Administration programming. Personal programming allows you to assign a particular function to some of the keys, and is unique to each telephone. For more information programming see the Feature programming description in the Telephone features chapter.

to be updated regularly because of staff turnover

How to do programming

The system is programmed using a M7324 or M7310 Telephone.

Use the buttons on the telephone to program a setting or to request a specific programming action.

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guides you step by step on the telephone display while you enter programming, select and change what you want, exit programming.

programmed settings

The and Line Profile features help you to check your programming by allowing you to review the settings. For more

information, see the Telephone features chapter.

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16 Programming

Planning

Only one telephone can access Administration

programming at a time. While programming a telephone, cannot use it to make

programming, other of the system may use their telephones, but cannot program any memory keys.

Determine programming requirements

Read about the available programming settings in this chapter, then determine how your co-workers would like the features programmed.

Get the following information:

the

numbers of the installed lines

the internal telephone numbers of installed telephones

the telephone numbers to be programmed into System Speed Dial

the names for lines and telephones

the lines

and internal numbers that are subject to Line

and Set abilities programming the required Filters and Remote access packages the Set Abilities to be assigned to individual telephones

how the system should be programmed to optimize the Service Modes feature

whether a new Administration password is required whether Class of Service passwords are required.

receive calls. While you are

Programming 17

Programming tools

A telephone

System programming can only be performed on an or

Telephone.

The N&star Programming Overlay

The Nor-star telephone buttons used during programming. This makes it easier for you to recognize the button that you want. The

Programming Overlay

The Modular DR5.1 Programming Record

The

helps you to plan your programming. Settings are grouped according to their function.

Pages from the Record may be photocopied as necessary for programming many telephones or lines.

The Telephone User Cards

Each telephone has a

lists the most commonly used features.

The Modular Telephone Feature Card

The features that can be accessed with the button.

Programming Overlay

is provided at the end of this book.

Programming Overlay

is a paper cutout that labels

Modular Programming Record

to record what you have programmed. It also

Telephone User

Modular I Telephone feature Card

provides a

lists the

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18 /Administration overview

Administration overview

Administration programming lets you change settings for the

system, well as settings for individual

telephones and external lines.

Pre-programmed default settings may initially be sufficient your needs. You can use Administration programming to customize your system by changing these default settings. In this section, options are shown in bold type.

The defaults correspond to those assigned during installation. The option you see while programming may be different if that setting has been changed. If the display shows a line number or internal number during programming, an example

IS shown in the Administration procedures.

The default internal numbers may vary depending on the

installed system. The defaults are:

two-digit internal numbers (beginning at for non-expanded systems

three-digit internal numbers (beginning at 221) for expanded

systems.

Administration headings

Headings and subheadings in Administration programming help

you to keep track of where you are. An example of a heading is

speed dial

you program a Systeni Speed Dial number, displayed as a

for programming System Speed Dial. When

Administration overview:/ 19

Administration programming has nine headings:

CODE

speed

(2. Names

Time and date

Direct-Dial

Capabilities

Service

Modes

(8.

Los

9. Call Services

dial

System Speed Dial assigns a two-digit

code (01-70) for fast dialing of up to 70

telephone numbers from any

telephone. Names identifies external lines and

telephones by name.

and Date adjusts the time and

date displayed on each

telephone.

Direct-Dial designates the telephones

that

can be reached by dialing a single

digit. Capabilities dialing filters,

remote access packages, line abilities and telephone abilities. It assigns

restrictions and capabilities to Class of Service (COS) passwords, lo

telephones, to lines and to

line/telephone combinations. Service Modes controls how the

system responds to calls,

depending on the time of day.

Password changes the password

controls access to Administration

programming.

Log Defaults reallocates the Call Log

space for all telephones in the system.

Call Services Call Display information at your telephone.

customizes the use of

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20 Administration overview

Entering

When your system is firs installed, there is no password stored in the system.Yu are not prompted to enter a password as you enter Administration for the first time unless your Customer Service representative has already programmed one for your system.

To Enter Administration:

Release

Enter the code:

If the display changes to Password:, enter the Administratibn password. (The password is not shown on the display as you enter it.)

If the password is correct,

speed

shown on the vertical display. If the password is incorrect,

Check the password. Press re-enter the password.

Place the Programming the buttons pointed to by the three triangular indicators, . .

on your telephone.

dial,

and three triangular indicators are

which is also

the display shows

the display does not change.

Exiting Administration

stores your changes automatically as soon as you alter

any settings; you do not need to “save” your changes.

1. Press The display briefly, End of session.

Administration overview

Moving through Administration

To program a setting, you must first locate the correct To do this, scan through the headings of Administration using-the

and buttons.

To Administration headings:

After entering Administration, the display shows

speed dial.

Press

The display shows 2. Names.

Press

The display shows 3. Time and date.

Press

The display shows

Press [Next].

The display shows

Press

The display shows 6. Service Modes.

Press The display shows 7. Password.

Press (Next].

The display shows

Press

The display shows 9.

Press

The display shows

Direct-Dial.

5. Capabilities.

Los

Defaults.

Services.

speed

dial.

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22 /Administration overview

Using the Overlay

The Indicators show which buttons can be used at that programming step. The on these buttons allow you to move through the headings and subheadings of programming.

moves up in the hierarchy of headings and subheadings.

moves down in the hierarchy of headings and

subheadings, or to begin programming settings

under a heading or subheading. moves to the next heading, subheading, or

programmable setting. moves to the previous heading, subheading, or

programmable setting.

The Programming Overlay is located inside the back cover of this Guide.

M7310 Telephone with

Programming

M7324 Telephone with a Overlay

Administration overview 23

The display buttons

Display buttons many functions. Depending on where

you are in programming, one, two, or three display buttons may

be at any one time. Press one of display buttons to

select function that you want.

Display message Display button label:

Display button

The most common display button labels are:

changes a programmable setting.

moves the cursor one space backward (backspace)

and delete a character, allowing you to re-enter a number or letter.

copies line or telephone programming.

shows the last part of a displayed message longer than 16 characters.

shows the first part of a displayed message longer than 16 characters.

moves the cursor one position to the right when

programming a name. moves the cursor one position to the left when

programming a name.

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24 /Administration overview

Programming details

Entering numbers

Numbers are entered the telephone dial pad. The

display button may be used to edit the number.

Line numbers must always be entered as a three-digit number. Line numbers from to 99 must be entered with a leading zero (line 020, for example). Similarly, line numbers less than 10 must be entered with two zeros (line 002, for example).

Internal telephone numbers, also referred to as Directory

Numbers can be two- to seven-digits long on a

non-expanded system, and three- to seven-digits long on an

expanded system. The default DN length is two on a

non-expanded system and three on an expanded system. The DN length can be changed by your Customer Service representative.

Viewing long telephone numbers

External telephone numbers can be up to 24 digits, but the

telephone display is only 16 character spaces long. If you wish to

see a previously programmed number that is longer than 16 digits, you must do the following:

Begin, for example, with The display shows only the first 15 digits. The three dots at

the end of the display indicate that more digits remain to be displayed for the external number.

To see the remaining digits, press

To see the first again, press

I’”

Administration

Entering names

Letters and numbers can be entered as part of a name for

settings. The method of entering is always the

same. Begin a setting that prompts you to enter a name. The

display shows a cursor ( . ) to indicate where you can enter the next character. To enter a name:

Press the button on the dial pad with the printed letter or

number that you want. Each time that you press the button, a new character is

shown on the display. For example, the button for the number 3 has the letters E, and F, where:

is shown after the first press E is shown after the second press F is shown after the third press 3 is shown after the fourth press

is shown again after the fifth press. (Letters are always shown in upper

When character that you want is displayed, press or to move the cursor to the next character position. OR

If you want to correct a character entered by mistake, press or until the cursor is positioned beneath the character that you want to correct. OR

If you want to move the cursor back and delete a

press

Repeat step 1 for the remaining characters.

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System Speed Dial

System Dial

The System Speed Dial programming section allows you to set the Speed Dial codes for external telephone numbers which the people in your office use most often, Use the Personal Speed

Dial feature to program numbers used by only one or two people.

You can program 70 System Speed Dial codes ranging from to

System Speed Dial

System Speed Dial Number

Speed Dial Number lets you assign a System Speed Dial

telephone number to a two-digit code. The-System Speed Dial

may contain 24 digits.

Begin the display showing

1. Press The display shows Speed dial

Select the Speed Dial code you want to program: Press until the display shows the correct code. OR Enter the Speed Dial code on the dial pad.

Press Note: To assign default settings, press and then

press to go to the next Speed Dial code.

Press For the display may show

Enter the new telephone number from the dial pad , including all digits such as an initial or an area code that must be dialed to call the number manually. If you need to backspace the cursor, press the display button.

For example, press

The display shows 5551234..

Press to store the System Speed Dial number.

q q

Programming hints

System Signaling feature code may be inserted into the

Speed Dial number. Pause and Run/Stop each use one

er position: and Link and Programmed Release each use

two positions.

speed dial.

q .

For more information on using the features in System Speed Dial programming, see the Host System Signaling section in Telephone features.

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28 System Speed Dial

Line Selection

Line Selection allows ydu to specify the external line that is used for a System Speed Dish number. The options are the line, an external line, or a line pool.

After you have programmeda System Speed Dial number, press

Use

Use line: for a line is already assigned

OR Pool code: 42, for example, if a line pool access code is already

and the display shows:

Prime line

To change the setting, press CHRNGE until the display shows the option to be programmed.

If you select a line number or a line pool access code, enter

the digits from the dial pad. A line pool access code can be

from one to four digits long.

Prime

System Speed

System ‘Speed Dial Name

Speed Dial Name allows you to assign a name to the stored System Speed Dial number. When Display Digits setting is’ “No”, the programmed name is shown on the display the System Speed Dial feature is used.

The name can be up to 16 characters long. The default name is

the Speed Dial number; for example, System Speed Dial code 02.

After programming Display Digits to “No”, press and the display shows Name.

Press [Show).

The display shows the assigned or default name.

Press

Enter the first character of the name by pressing the appropriate dial pad button one, two, three, or four times. For more information, see the section in chapter entitled

Dial 02

. .

for

Display Digits

Display Digits determines whether the telephone number is

displayed when a System Speed Dial number is used, or whether

a name associated with that number is displayed.

After you have programmed a line selection for a System Speed Dial number, press and the display shows

Press to change the setting. Options are Y (Yes) and N (No).

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To move the cursor to the next position, press Continue entering characters.

Programming hints You can program System Oial Name only if Display Digits is set to No.

Bypass Restrictions

Bypass Restrictions allows the System Speed Dial number

restrictions in applied Dialing filters. Dialing are

programming.

After programming the System Speed Dial Name, press

Y (Yes).

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in the Capabilities section of Administration

and the display shows

Press to change the setting. Options are N (No), and

Modular DR5.1 System Coordinator Guide

Names

You can assign names to identify external lines, target lines and your co-workers’ telephones. During a call, the

programmed) is shown on the telephone display instead of the external line number or internal telephone number of the caller.

Programming Telephone names and line names can contain both letters and

numbers, but cannot be than seven characters. The and

symbols cannot be used.

You can give the same name to two or more telephones, or to a telephone and a line in your system. To avoid confusion,

should avoid such duplication. Use initials, abbreviations, or even nicknames to give each telephone a unique name.

hints

Names

Telephone Names

the in the system. A telephone’s default name

is its number, for example,

Begin with the display showing

Program&g hints If Automat& Telephone Relocation is turned ON, the name and internal number of a telephone are saved if the telephone is moved within your system.

your office communication by a&signing names to

dial.

Press (Next).

The display shows 2. Names.

Press twice.

The display shows Show set:.. Enter the internal number of the telephone.

for the name of the telephone with the first,

internal number.

Press The from the display, and a cursor is shown. .

Enter character of the name by pressing the appropriate dial pad button one, two, three, or four times. For more information, see the section in this chapter entitled Entering names.

Note: to restore the default name and go

to the next internal number.

Press to move the cursor to the next position. Continue entering characters.

Two lines cannot have the same name. If you enter a line name

which has already been used, you hear an error tone, and the display shows Use

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unique

name.

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Names

Line Names

Names allows you to assign a name to an external line. The

default name is the line number, for example,

with the display showing speed dial.

Press The display shows 2. Names.

Press

The display shows Set names.

Press The display shows

Press [Show]. The display shows Show

Enter the line number from the dial pad. OR Press

Press

The name is removed from the display, and a cursor is

shown. Enter the first character of the name by pressing the

appropriate dial pad button one, two, three, or four times. For more information, see the section in this chapter entitled

Entering names.

Note:

Press to restore the default name and go to the next external line.

Press

Continue

to move the cursor to the next position.

Line names.

line:

to program the name of line 001.

L 3

Time and date

Time and date programming allows you to set the time and date

which i&shown on the display when a telephone is not in use. As with any clock, this needs to be done every time that your office has a power failure.

Changing the time and date is easy, but there are a couple of,

things to remember:

All times and dates must be entered using numerals. For

example, February would be entered as “2”.

The may be entered in either 12 or format. If the

display is in English, and the hour entered is less than thirteen, the display prompts you to specify “am” or

The year is not shown on the telephone display, but make

sure that it is set correctly. for leap years.

is programmed to allow

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34 /Time and date

English language displays always show the time in

format, while the alternate language displays always use the

format.

Setting the time

Begin with the display showing

Press twice.

speed dial.

The display shows and date.

Press

The display shows the time, for example, Time

3. Press The the hour, for example,

4. Set the hour.

a. Press

A the number on the display.

Enter the hour using the dial pad.

For example, press

c. Press .

The display shows the minutes, for example, Minutes: 00.

5. Set the minutes. Press

A the number on the display.

Enter the minutes using the dial pad. For example, press

Press If the hour in step 5 is less than thirteen, the

display

To switch the message to , press To switch it back to , press CHPNGE again.

Time and

the

Begin with the display showing

Press twice.

date

speed dial.

display shows and date.

Press

shows the time, for example,

Tine

The display shows the date, for example, Date 31 Mar 91.

Press The display shows 88.

Set the year.

Press

A cursor replaces the number on the display. Enter the year using the dial pad.

For example, press Press

to enter the year 1990.

The display shows the month, for example 01.

6. Set the month. a.

A cursor replaces the number on the display.

Enter the month using the dial pad. For example, press

Press (Next].

q to enter February.

The display shows the day, for example Dar: 01.

Set the date.

Press

the number on the display.

Enter the date using the dial pad.

For example, press

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36 Direct-Dial

Direct-Dial ,

Direct-Dial allows you to call the Direct-Dial telephone assigned to your telephone by dialing a single digit. Up to five Direct-Dial telephones can be designated to handle calls from five groups of telephones. Use this Administration heading to specify which telephone directory numbers are designated as Direct-Dial telephones.

dial

3. Tin. and

Use the (Show] button, the pad to enter the number of the telephone to be designated as the Dir&Dial telephone.

Programming

To complete Direct-Dial telephone programming, assign a

Direct-Dial telephone to each telephone in the system using the Capabilities section of Administration programming.

hints

display button and the dial

Capabilities

programming assigns restrictions, exceptions, and

telephones, and lines.

Dialing Filters

A dialing filter is made up of restrictions and exceptions. These

a telephone or on a line.

After filters are defined, they may be used as telephone

(set) filters, line filters and line/set filters to manage outgoing calls, as remote filters applied to lines. Remote access packages control the numbers that can be dialed by remote users when they are calling into to use a line for

placing calls.

capabilities to Class of Service (COS) passwords,

Telephone

the external numbers which can or cannot be

137

The digit you dial in order to get the Direct-Dial to ring can be programmed’by your Customer Service representative.

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38 Caoabilities

Use the button, the button, the dial pad, and the display button to program the restrictions for each

dialing filter.

Press the to enter a l wild card character that represents any digit in a sequence of numbers.

Capabilities!/ 39

For remote users trying to tandem through the the Line filters and Remote filters assigned in Line abilities apply.

For a remote user entering the system through DISA, the filters and Remote access packages associated’.with their COS password replace the Remote filter, the Line filter, and the

access package assigned to the incoming line.

After programming a restriction, press the button to program the exceptions to that restriction. Use the display button, the dial pad, and the display button to program the exceptions for each restriction.

For example

You may need filters for three different types of users:

Managers may require unrestricted dialing.

Secretaries may need to be limited to calls on line to the West coast office only.

Clerks may need to be limited to calling specific area codes and the West coast office.

Internal users

Dialing filters are most commonly used to prevent unauthorized long-distance calls, without restricting local calls. Dialing filters restrict the numbers that an internal user can dial on external lines.

If a line/set filter has been defined for the line selected at the user’s telephone, it overrides any line filters or telephone filters

might otherwise apply.

If no line/set filters been defined, dialed digits are filtered through (and may by either of) the telephone filter (if defined) and the line filter (if defined).

External users For a remote user, who has dialed into on an

auto-answer line (or a DID line), and passed through any

security, there are no restrictions on the numbers the user can dial.

Programming hints

can have up to 100 dialing filters (00 to 99). Filter 00 cannot be changed.

Each programmable filter can have up to 48 there is no limit on the number of exceptions that can be

allocated to any restriction.

There is a maximum of 400 restrictions and exceptions

allocated to the 99 programmable filters. For example, the reduction in the number of available restrictions and exceptions after each filter has been programmed.

User

Filter 00

manager

clerk 7 I

Total

The maximum length for a restriction is 15 digits; for

exception, the maximum is 16 digits.

Rest’s

-- -55

12 17

Remaining

400

390

371

(400-12-17

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40 Capabilities

The l is a “wild card” that stands for any digit.

You can use an in a sequence of numbers in either a restriction used as part of features provided by your central office.

Note:

When restricting the dialing of a central office feature code,

do not forget to create used for DTMF and pulse lines. For example, ‘67 and 1167.

Do not string together a central office’feature code and a

dialing sequence that you want to restrict. Create a separate

restriction for each.

You can use and the dial pad to copy restrictions and overrides from one dialing filter to another.

Any restriction or exception can be used in any number of

filters. Each time it is used, it counts example, if restriction 411 exists in filters 01, 02 and 03 it uses up three entries of the 600 entries’available.

Removing a restriction also removes the exceptions

associated with it, and changes the identifying number of the

restriction. For example, removal of restriction 01 ‘renumbers restrictions 01 to 48 as 01 to 47.

Note: The removal of a restriction from one dialing filter

an exception. This character is often

codes for other systems or for

If you are using an earlier version of software, the asterisk

is used as the “wild card”.

restrictions for the codes

entry. For

has no effect on the contents of other filters into

which the restriction was copied.

Capabilities

Filter descriptions

Filter 00 permits unrestricted dialing, and cannot be

01 is pre-programmed with five restrictions and some

exceptions.

Template

Square, Hybrid,

Filter

Restrict’s

Filters 02, 03, and 04, although not pre-set with restrictions and exceptions, are the default filter settings used later in programming:

Filter

Where the filter is programmed as a default

setting in Capabilities programming

You cannot delet a Removing the restrictions

programmed on a makes it an unrestricted filter but the filter is not

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42 Capabilities

Remote access packages

Remote access allow you to control the remote use of

line pools and Remote Page feature.

Remote access packages are associated with COS passwords and the auto-answer lines used by remote users.

Remote access packages default template

Parameter Square

Prohibits access to line pools and Remote Page. Cannot

Package 01

Line Pool access Y for Pool A

Remote Page

Packages 02 15

tine Pool access N for Pools A to 0

Remote Page

N for Pools to 0 No

Remote package 00 is the default setting for the package setting.

Use the (Show] button and the dial pad to select the Remote Access package you want to program. Then, use the display button to select the line pool access setting: N (No) or Y (Yes).

Note: The Line Pool access display shows an alphabetic line

pool identifier, followed by a numeric line pool access code in for example, If no access

code has there is nothing between the brackets, for example The line podl access code can be programmed by your Customer Service

representative.

Use the display button to select the Remote Page setting: N (No) or Y (Yes).

Hybrid

be changed.

Caoabilities

Programming hints

systems can have up to 16 Remote access packages (00

to The limitations are:

Package 00 permits

access to line pools or to remote

pa&g. Unlike packages 01 to 15, package 00 cannot be

For remote users calling into the system to use

lines for calling out, the Remote dialing filters and

outgoing Line dialing filters (in Line abilities) still apply.

Telephone (Set) abilities

Telephone (Set) abilities programming applies dialing filters and permissions to telephones. Telephone abilities include:

Telephone (set) filters

Line/telephone filters

Telephone Administration Lock Full Handsfree

Handsfree Answerback Call Pickup Group

Paging Page zone

Ans timer

Do Not Disturb on Busy

(Set) filter

through Set filter programming.

Telephone filters do not apply to calls dialed out on E&M trunks.

Someone could dial out to a destination on the private network that is restricted on the public network. To restrict calling on E&M lines, apply a restriction to the line rather than to the telephone.

filter is a collection of restrictions and exceptions

in Dialing filters. These filters are applied to telephones

Auxiliary Ringer Direct-dial telephones Call Forward On Busy Call Forward No Answer

Allow Redirect Redirect ring Hotline

Call Allow Last Number Allow Saved Number

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44 Caoabilities

Use the button, the display button and the dial pad to enter the number of the Dialing filter to be assigned as the Telephone filter. The default telephone filter is 02.

Line/telephone filter

A filter IS applied to the appearance of a line at a specific telephone. This type of filter replaces. any Line

or Telephone filters which might otherwise apply.

Line/set filters control the numbers that may be dialed on specific external lines from specific telephones.

For example, a Line/set can permit a call to a specific long-distance number on line 003 from a specific telephone, but no other long-distance numbers, and on no other line.

Use the button, the display button and the dial pad to enter the number of the Dialing filter to be assigned as the Line/telephone filter.

Programming hints

Up to 100 filters may be defined in the system (filters 00 to

99). Line/set filters fall under this limitation. A maximum of 255 Line/set dialing filters may be applied to

lines at telephones.

Telephone Administration Lock

Telephone Administration Lock limits the types of features

may be used or programmed at a telephone. Use the display button to select one of the three options: None, and Full.

you to access any feature on your telephone.

prevents:

programming

programming Personal Speed Dial numbers

programming feature buttons

moving line buttons

changing the display language

Full,

in addition to the restrictions outlined for Partial lock,

buttons

changing Dialing Modes

(Automatic Dial, Pre-Dial, and Standard Dial)

using Voice Call Deny

using Administration

programming

saving a number with Saved

Number

prevents:

changing Background Music

Privacy

changing Do Not Disturb

using Ring Again

using Call Forward all

Send Message

using Trunk Answer

activating Service Modes

Full Handsfree

Full Handsfree allows you to make or receive calls without

picking up the receiver, and allows a headset to be used the

telephone. Use the CHRNGE display button to

setting: N (No) or Y (Yes).

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is programmed with Full Handsfree. Full Handsfree is always

button is automatically assigned to a telephone that

disabled for an M7100 Telephone.

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46 Capabilities

Automatic Handsfiee

Automatic Handsfre activates the Handsfree microphone and speaker when you m ke or receive calls by pressing a line

button. Use the

display button setting:

N (No) or Y (Yes).

Programming hints

You can program Automatic Handsfree only if the telephone has Full Handsfree set to Yes,

Handsfree Answerback

Handsfree Answerback allows you to answer a Voice Call without lifting the receiver. Use the

display button the

setting: Y (Yes) or N (No),

Programming hints

Handsfree Answerback is always disabled for an M7100 Telephone.

Call Pickup (Group)

Each telephone can be assigned to one of up to nine Call Pickup groups. Members of a Call Pickup group can answer any calls ringing at a telephone in the group. Use the CHRNGE display button to select the setting: NO,

Programming hints

2. 3, 4, 5, 6, 7, or 9.

You cannot pick up a call that is on a Private line, or a call that is

ringing only the Auxiliary Ringer.

Paging

This setting a telephone has access to the

Page feature. Use the

display button to select the setting:

Y (Yes) or N (No).

Page zone

Each telephone can be assigned to one of six zones for receiving Page messages. A zone is any selection of

you want to group together, regardless of location. Use the

display button to select the setting:

telephones

2, 3, 4, 6,

or NO.

Programming hints

Yob can program Page zone only if the telephone has Paging set to

Ringer

Auxiliary ringer can be set by line and by telephone. The telephone setting when combined with the line setting allows you to chose if the Auxiliary Ringer (if installed) will ring wheh a call is sent to a specific telephone or on a specific line. An Auxiliary Ringer is important in noisy environments where a

telephone might otherwise not be heard. Use the CHRNGE

display button to select the setting: N (No) or Y (Yes).

Programming hints

To ensure that the auxiliary ringer does not ring for internally, transferred calls, your Installer should program the line setting for

auxiliary ringer

to yes under configuration programming. Under

the heading Capabilities in administration programming, set auxiliary yes will

to no. An incoming call a line programmed to

the auxiliary ringer. Once call is answered and

transferred within the system, the auxiliary ringer will not ring for

a call sent to a telephone that has auxiliary ringer set to no.

Direct-Dial telephones

A telephone can be assigned to call a Direct-Dial

you dial a single digit. Use the CHRNGE display button to select the setting:

Pro

up Direct-Dial section of Administration programming. Any number

of telephones can be assigned to call a particular Direct-Dial

telephone. The digit you dial in order to get the Direct-Dial telephone to ring

can be programmed by your Customer Service representative.

Set2, Set4, Set5, and None.

hints

elephone can call only one Direct-Dial telephone, although

Direct-Dial telephones can be designated in the

Coordinator Guide

48 Capabilities

Call Forward On Busy

Call Forward On an incoming call to another telephone on your system when you are busy on a call, or when you have Do Not Disturb activated at your telephone.

Use the button, the display button, and the dial pad to program the internal number of the telephone that your calls are to be directed to.

Programming hints

Call Forward on Busy programming is ignored in the following situations:

If you are busy on a target line another call to that target line is redirected to the Prime telephone for the trunk that

received the second target line call. If Line Redirection is in effect, it takes precedence.

Call Forward No Answer

Call Forward No Answer lets you redirect an incoming call to another telephone on your system when the call is not

answered at your telephone.

Use the button, the display button, and the dial pad to program the internal number of the telephone that your calls are to be directed to.

Programming

Line Redirection precedence over Call Forward Answer.

Capabilities

Not Disturb on Busy

When you are busy on a call and a second call comes in,

telephone rings softly alert you to the second call. If you find

this second ring distracting, you can have the system prevent a

from disturbing you by assigning Do Not Disturb

(DND) bn Busy to your extension.

When DND on Busy is turned on for the set, internal and private network callers hear a busy tone instead of ringing when you on the telephone. External callers are transferred to the prime set used in your system.

Press to toggle the setting on (Y) or off (N).

Programming hints

If you use DND on Busy, the line indicator for an external incoming call still flashes, but your telephone does not ring.

If an external call uses a target line (for example, calls coming in on auto-answer start, E&M or DID the call will be

target busy, the caller may hear a busy tone or be routed to the prime set for the target line regardless of the DND on Busy programming for the set.

Forward on busy takes

Allow Redirect

Use display button to select the setting: Y (Yes) or N(N .

to the configuration of the target line. If the

over

DND on busy.

enables you to use the Line Redirection feature

Forward No Answer delay

If you assign another telephone to receive your calls, you can also assign the number of times that the incoming call rings before the call is forwarded. To estimate the delay time in seconds, multiply the number of rings by six. Use the CHRNGE

display button to select the setting: 2, 3, 4, 6. or 10 rings.

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See explanation of Line Redirection in the

Features chapter for more information on redirecting lines.

PO64264702 Modular System Coordinator Guide

Redirect ring

The Redirect ring settihg causes a telephone to ring briefly (a

200 millisecond lines. Each

a call is redirected on one of its

a ringing appearance of that line also rings briefly for the redirected call if the Redirect ring setting for them is

(the default). Use the display button to select

the setting: Y (Yes) or N (No). A user enters the Line Redirection feature code to redirect calls.

See the explanation of Line Redirection in the Telephone Features chapter for on redirecting lines.

Hotline

Hotline automatically calls a pre-assigned number when you lift the receiver or press three options:

Internal External

None,

internal

assigns an internal number.

assigns an external number. If you select an external number, you can also select the line on which the call is made: the Prime line, an external line, or specify the Line Pool Access code for a line pool.

Use the CHFINGE display button to select Hotline setting. select

use the button, and the dial pad to program the internal number of the telephone that Hotline calls are to be directed to.

If you select use the button, display button, and the dial pad to program the external telephone

number that Hotline calls are to be directed to, and to program the line Hotline

Programming hints

The telephone should be labeled to inform anyone using

Hbtline is active.

A telephone’s Prime line, line pool access codes, and access to a line pool can be programmed by your Customer Service

representative.

at your telephone. Hotline has

(Intrnl),

and external

line pool. You will have to

you

button, the CHFINGE display

be made on.

Call

This feature lets you call from your telephone and interrupt calls or override Do Not Disturb on another telephone. Use the display button select the setting: N

Y (Yes).

hints

Apply this feature only to telephones from which such

interruptions can be justified.

Allow Last Number Redial

telephone’s ability to use Last Number Redial can be turned

on or off. Press CHFINGE to select the setting: N (No) or Y (Yes).

Allow Saved Number Redial

telephone’s ability to Saved Number Redial can be

on or off. Press CHFINGE to select the setting: N (No) or Y (Yes).

Allow Link

The ability of a to use Link (a host system signaling option) can be turned on or off. Press

to select the

setting: or Y (Yes).

Answer Timer

timer can be used to administer a delay between the last digit

you dial on a device connected to an analog terminal adaptor

and when the or analog device is ready to receive DTMF tone from the far end analog device. To change the time, press CHRNGE to select the setting (in seconds): timer: 3, or 10.

To the device attached to the you may want

to lengthen or shorten the delay. If a modem or fax machine attached to the you will want to keep the delay short. If a call to a fax machine or modem cannot be connected, try shortening the delay. If an individual is dialing the number for a fax machine or’modem, you may want to make the delay a little longer.

hints

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