Norstar UL 616 DR5 User Guide

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Compact 616 DR5

Installer Guide

This equipment generates, uses, and can radiate radio

frequency

accordance

energy. If not installed and used in

with the instruction manual, it may cause interference to radio communications. It has been tested and found to comply with the limits for

a Class

A computing device pursuant to Part 15 of the FCC which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a residential area is likely to cause interference, in which

case the user, at his own expense, will be required to take whatever measures may be required to correct the interference. Each

Key Telephone System is

assigned an FCC Registration Number and a Ringer

Equivalence designation. The number and designation

are printed on the Key Service Unit (KSU) label on the front of the unit inside the door.

Registration

The based upon compliance with Part 68 of its rules. Connection of the telecommunications network is made through a standard network

interface jack that you can order from your telephone company. Jacks for this type of customer-provided equipment will not be provided on party lines or coin lines.

Interconnect

both the Canadian Department of Communications CS-03 and

US Federal Commission FCC part 68 and has been registered under files DOC 3322492A and FCC

(key system) and

Key Telephone System is registered with the FCC

Key Telephone System to the nationwide

Compact equipment meets all applicable requirements of

Ringer Equivalence Number (REN) __

The FCC Registration Label, on the inside of the door on the front of the Key Service Unit (KSU), Equivalence Number (REN). This number shows the electrical load that your the KSU requires more electrical current than your telephone company’s central office equipment can provide, your telephones

may

not ring and you may have difficulty dialing telephone

numbers.

KSU requires from your telephone line. If

the Ringer

Call the telephone company your telephone line(s).

to find out the total REN allowed for

Hearing Aid Compatibility

telephones are compatible, as defined in

Section 68.316 of Part 68 FCC Rules.

Electromagnetic compatibility (EMC)

Radiated emissions

Compact equipment meets all FCC part 15, class A

radiated emissions requirements. Conducted emissions

Compact equipment meets all FCC part 15, class A

conducted emissions requirements.

Safety

Compact equipment meets all applicable requirements of both the Canadian Standards Association C22.2 No. 0.7 Ml 985 and US Underwriter’s Laboratory UL-1459, issue 1, and has been registered under files CSA UL El 15515

and

Regulations

Telephone Company Registration

It is usually necessary to call the telephone company with

information on the equipment before connecting the Telephone System Key Service Unit (KSU) to the telephone network but, if the telephone company requires this information, provide the following:

Telephone number(s) to which the Key Service Unit (KSU) will be connected.

FCC Registration Number (on label affixed to KSU, inside

the door).

Ringer Equivalence Number (on label affixed to KSU, inside

the door). USOC Jack

RJ-21 X

iii

Key

Service Order Code (SOC) 9.0 F Facility Interface Code

Use of a Music source

In accordance with U.S. Copyright Law, a license may be required from the American Society of Composers, Authors and Publishers, or similar organization if Radio or TV broadcasts are

transmitted through the Music On Hold or Background Music features of this telecommunication system.

Northern Telecom Inc. hereby disclaims any liability arising out of

the failure to obtain such a license. This digital apparatus does not exceed the Class A limits for

radio noise emissions from digital apparatus set out in the Radio Interference Regulations of the Canadian Department of

Communications.

Regulations

----

Rights of the Company

If the system is determined to be causing harm to the telephone network, the telephone company may discontinue your service temporarily. If possible, the telephone company will notify you in advance. If advance notice is not practical, you will be notified as soon as possible. You will be given the opportunity to correct the situation and you will be informed of your right to file a complaint

to the FCC. Your telephone company may make changes in its

facilities, equipment, operations or procedures that could affect

the proper functioning of your system. If it does this, you will be notified in advance to give you the opportunity to maintain uninterrupted telephone service.

In the event of an equipment malfunction, all repairs will be

performed by Northern Telecom Inc. or by one of its authorized dealers.

Address of a repair facility USA Northern Teiecom Inc.

Product Service Center

640 Drive Nashville, TN 37210 Attn.

Canada Northern Telecom

Customer Service Dept.

12345 Albert Hudon

Canada Ltd.

914

Compact Installer Guide

Preparation

Installing the KSU

External lines and internal wiring Internal wiring chart Installing

the Emergency Telephone

Testing the Emergency Telephone

Installing the telephones

Installing a wall-mounted telephone

Installing optional equipment

Auxiliary Ringer (Customer Supplied) External Music source

(Customer Supplied)

External Paging (Customer Supplied) Powering up the KSU

Programming

Programming overview System Startup overview Entering System Startup Choosing the system template Configuration Overview

Data

Line Access Call Handling

Miscellaneous System Data Using Set Copy

5 6 6

9 9

19 21 24 27 30 33 38

Troubleshooting

Testing the lines and phones Analog Terminal Adapter Auxiliary Ringer trouble Call Identification Interface

Dial tone absent (on external lines) External Paging trouble KSU down Music on Hold/Background Music trouble

Telephone dead

trouble

39 40 40 42 42

43 44 44

Contents

Applying the button labels For the customer For the System In the KSU pocket Personal programming

Call Dispiay

Coordinator

Compact Installer Guide

Check the where the system modules, the telephones, and auxiliary equipment are to be installed.

Location requirements

Clean, dry, and well-ventilated Temperature: to to 122°F) Humidity: 5% to non-condensing

Location: at least 4 m (13.1 ft) from equipment such as photocopiers, electrical motors, and other equipment that can produce electromagnetic, radio frequency, and electrostatic interference.

Mounting requirements

If a smooth surface is not available, cut a backboard large enough to accommodate the system modules and the distribution panel.

Chart 1

Dimension Length Width Height Weight Clearance (front) Clearance (top) Clearance (bottom)

dimensions and required clearances.

55.6

35.6

a.7

5.25

30cm

(21.9 in) (14 in)

(3.4

in) (11.6 lb) (39.4 in)

(ii.8

in)

(11 .a

in)

2 Preparation

.--Equipment for mounting the modules

screwdriver, diagonal cutters, pliers, connecting tool, pencil, level (optional)

three 0) wood screws, (1 long

thick wooden backboard (if necessary)

Internal wiring requirements

new or existing wiring must meet the following specifications:

one twisted pair per telephone a dc loop resistance less than 59 cable length (0.5 mm or 24 AWG) not to exceed 305 m

(1000 ft)

of a Auxiliary Power Supply (SAPS) to extend the loop up to 790 m if the cable is longer than 305 m (1000 ft)

no bridge taps

Electrical requirements

Non-switched outlet

ac outlet located not more than 1.5 m (4.9 from the Key Service Unit (KSU).

For 11 OV product: dedicated 11 O-V ac nominal, 15-A minimum service with third wire ground

For 220V product: dedicated to 240-V ac nominal,

15-A minimum service with third wire ground

The ac must be equipped with a third wire ground to avoid electromagnetic interference.

WARNING

as an OPX

can be used as

PBX. In order

engineered not to exceed 7 total loop loss from the serving

central

Compact

to support this applicaiton, the OPX lines must be

to the demarcation point at the KSU.

Installer Guide

off premise extension (OPX) from

in) of clearance on its left-hand side, and at least

(3.9

cm (2 in) of clearance on its right-hand side (viewed

from the front of the KSU).

Unpack the KSU and inspect it

for damage: Before installing the KSU, open

the KSU door Applying upward pressure, lift the door from its hinges.

Do not the power ON to

the

Screw the top mounting screw half-way into the backboard.

Hang the KSU on the

top mounting screw (Figure 1).

Make sure the KSU is level.

Install the bottom and right-hand

side screws. Tighten all screws.

Figure 1 KSU

Figure 2

Mounting the

Inserting the

Cartridge

Following the instructions on the label, install the Software Cartridge (Figure 2).

4 Installing the

External wiring

lines

Cross-connect the external lines from the distribution panel directly to the modular jacks located on the left side of the KSU. Line 1 is connected to the bottom jack. (Each jack is identified with its

Route the line cords on the KSU (Figure 3).

Connecting internal wiring

Plug the cable into the KSU (Figure

Route the cable to the distribution panel.

Connect the wires to the appropriate pins on the internal distribution block. (For details see Chart 2 Wiring.)

Cross-connect the internal wires to the corresponding pins on the internal distribution block.

Internal

Connect the telephones to your internal wiring loop. A pair of wires is required for each internal telephone. (See Chart 2

Figure 3 line cords

Internal Wiring.)

Routing the

Figure 4

cable

Plugging in the

Compact Installer Guide

Internal wiring chart

Chart Internal Wiring:

Distribution Block

26 1

27 2

26 3

29 4

31 6

32 7

33 6

Wire Color

while-Blue while-orange

Orange-White White-Green Green-White While-Brown

&own-White

Red-Blue Blue-Red

Blue-Black

Slack-Slate

Service

T T T T

T T T T T T T

T T T

Installing the KSU 5

Telephone, Port

(Defaults)

2 3 4

6 7 6 9 10 11 12 13 14 15

41 16

19 45 20 46 21 47 22

23 49 24

50 25

Yellow-Orange Orange-Yellow

Green-Yellow

Yellow-Slate Vi-Blue Violet-Orange

Green-Violet Violet-Brown

Violet-Slate Slate-Violet

T A

Spare

Spare Spare

Common Common

Music Ground

External Paging (audio signal) External Paging (relay contact)

Ringer

(relay contact)

Music

(audio signal)

T and are symbolic representations of the telephone connections and should not be confused with Tip Ring. Telephone connections are non-polarized.

6 Installing the KSU

Installing the Emergency Telephone

An optional Emergency Telephone (ET) automatically connects to Line 1 when the power fails or when power to the KSU is disconnected.

Note:

Use only a standard single-line telephone for

this purpose.

Installation Procedure

Connect the customer Emergency Telephone

comer of the KSU panel.

Label the telephone: “Emergency Telephone Only. This

supplied Emergency Telephone to the

(ET) jack on the lower right hand

telephone functions only when AC power to the telephone system is turned OFF.”

Testing the Emergency Telephone

The Emergency Telephone must be tested with the KSU power OFF.

Pick up the If you hear a dial tone, both the Emergency Telephone and Line 1 are functioning property.

If you hear no dial tone, check tine 1. Unplug the Emergency Telephone and connect it directly to Line

the distribution block

Emergency

Telephone receiver.

If you still do not hear a dial tone, check

and operation

If the previous steps have been verified and there is still no

dial tone at

Repeat

Compact Installer Guide

the

of the Emergency Telephone.

the Emergency Telephone, replace the KSU.

Emergency Telephone test.

the line

connections

1. Connect the receiver cord the

telephone modular jack (indicated by the symbol at right). Route the cord through the appropriate cord guide in the base of the telephone.

Connect the line cord into the telephone line modular jack (indicated by the symbol at right). Route the cord through

the appropriate cord guide.

Connect the other end of the line cord into the modular jack wired from the distribution panel.

When the telephone is connected to the KSU, the telephone

4. display and indicators flash briefly while the initializes. The telephone is operational when the display shows the

telephones cannot be used as off-premise extensions

(OPX). For OPX applications, use the Adapter installation card for details.)

and a single line telephone. (See the

time and date.

Analog Terminal

Never install or remove the Software Cartridge when the KSU power is ON.

CAUTION

8 installing the telephones

Installing a wall-mounted telephone

Remove the beveled wall-mounting base from the back of the telephone. Grip the telephone, and with your

thumbs, push on the wide edge of the

base to pop it out from the telephone.

Remove the receiver clip from the wall-mounting base. Install the clip in the forward lip “of the receiver rest.

Use a screwdriver or similar tool to remove the center knock-out panel in

the wall-mounting base.

Screw the base to the wall (thin end up) so that the wall jack projects

through the knock-out.

Connect one end of the line cord to the telephone line jack (indicated by the symbol below).

Route the line cord through the appropriate cord guide in the bottom of

the telephone.

Connect the other end of the line cord to the wall jack. Store any spare cord neatly in the base of the telephone and mount the telephone on the base.

Compact

WARNING

If the telephone line is supported with auxiliary power, the power source must be a Class 2 power source that is UL and CSA Listed.

Installer Guide

Optional equipment must meet with

approval standards.

local regulatory

Auxiliary

The KSU provides a control contact to operate an

external ringer. It does not provide ring current or DC voltage.

The ringer relay contacts must

30 Vdc source.

Follow the manufacturer’s installation instructions.

Connect the Auxiliary Ringer generator to the distribution block as shown in Chart 2 Internal Wiring.

(Customer Supplied)

External Music source

This equipment provides music for the Music on Hold and

Background Music features. These features must be enabled through Configuration (see the Programming section in this Guide). Refer to the Compact and Compact Programming Record for more information.

The music source can be any approved low-power output device (such as a radio) with a high-impedance earphone jack. The recommended KSU input level is 1 Vrms across an input impedance of 3300

more than 50 from a

(Customer Supplied)

System Guide

CAUTION

To avoid damage to audio equipment, ensure that the

polarity of the audio input is correct according to the KSU internal wiring chart.

Connect the music source and ground to the distribution block as shown in Chart 2 Internal Wiring.

Activate the Music on Hold or Background Music feature and adjust the volume at the music source to a comfortable level.

Installing optional equipment

Background each can also

be controlled at the telephone:

External

(Customer Supplied)

The paging system uses the speakers on telephones and can also be used with external loudspeakers provided by the customer. The paging output from the

across an input impedance of 600

Follow the manufacturer’s installation instructions.

Connect the paging system audio input to the

distribution block as shown in Chart 2 Internal Wiring.

Connect the paging relay (max. rating: 30 Vdc to the

distribution block as shown in Chart 2 Internal

Wiring.

Note:

external paging does not support talk-back

paging equipment unless an external line port is used.

Powering up the KSU

KSU is 775

Power ON the KSU by plugging in the power cord. The red’ power LED on the KSU should turn ON.

If the red LED does not ON, verify that there is power at the ac outlet. OR

if there is power at the ac outlet, replace the KSU.

Note:

Re-install the KSU door once the system is operational.

Compact

Installer Guide

Programming a newly installed system involves the

completion of the following programming steps:’

System Startup Configuration

General Administration

Programming overview

System Startup

System Startup is performed only when the system is first installed. System Startup allows programming templates: Square, Hybrid, or PBX. Each template initializes all of the programming data to system wide defaults.

Configuration

Allows programming of basic line and telephone characteristics.

you to

one of three

Configuration code: This code gives

B. General admin

c. set COPY

access to:

General Administration

Allows the customization of the system at installation and on an ongoing basis. (See the Compact

Guide for details on Administration programming.)

General admin

Configuration code. For System Coordinators, Administration programming can only be accessed by using an Administration code. An optional password may be used after entering the Administration code.

is accessible through the

System Coordinator

12 Programming

Set Copy

This feature is to copy of system programming (Configuration and Administration) from on8 another.

also copied, but system-level programming will copied

along with it. Copy appears on display as Set

and is by using Configuration code.

programming on individual can

System Version

System Version you to not8 version numbers of the software in the System Processor

Feature Cartridge.

Version numbers can be used to determine whether you have the latest software release, and to trace a software fault if on8 occurs.

For

instance:

(SP)

software, residing in the

COPY

version numbers can indicate a Software Cartridge

incompatibility.

and telephone version numbers can indicate a

version incompatibility. SP

and functional terminal version numbers can indicate a

functional terminal incompatibility.

check the version number, start with the display showing

System

1. Press The display shows the version number of the

Writ8 the Maintenance record.

Version:

version number on the appropriate

SP.

Compact

Installer Guide

Programming 13

Chart 3

Programming Overview

6. Service Modes

The M7208, and M7324 Telephones can be used with the Compact

system. Programming is done with an M7208, M7310, or M7324 Telephone. as shown on the following page.

Programming

Telephone

You should have two aids

Telephone

assist you in completing your

M7324 Telephone

programming:

Programming Record

The Compact Programming Record may already have been completed before installation. It describes the settings to be programmed into

Record serves as a record of the settings programmed at initial installation and during subsequent upgrades.

system. Also, the Programming

Default

settings: Many of the programming settings are

determined during System Startup according to the selected

template. Any of these settings may later be changed during

programming. In the Programming Record, these default settings

are

shown in bold characters for the Square template.

Programming Overlay

The Programming Overlay is placed over the buttons of the

telephones, and provides an aid in recognizing the

function of the buttons during programming. The Programming

Overlay can be found at the end of this guide.

Compact

Installer Guide

Programming 15

The Programming Overlay for the M7208 Telephone is placed over all of the eight memory buttons (Figure 11). The

Programming Overlay for the M7310 and M7324 Telephones (Figure 11) is placed over the top four memory buttons with indicators.

Figure 11

the M7310 and M7324 Telephone (bottom)

Programming Overlay for the M7208 Telephone (top) and for

16 Frogramming

System Startup overview

Perform

installed and powered up. System Startup is used by the installer to choose the appropriate template before starting programming. There are three templates available: Square, Hybrid and PBX. The Compact template does.

All Configuration and Administration data will be retained for at

least

System Startup after the system hardware has been

Programming Record explains what each

CAUTION Startup is to be used for initial installation only, or after a system software upgrade with a new Software Cartridge. Do not use Startup after operation; the procedure erases all system administrative data.

three days if the power fails or if the

is in

system is

powered OFF. After three days without power, it may be necessary to perform System Startup again.

not

attempt Directory Number (DN)

changes within

two minutes of System Startup (using the Change option of

Data).

Attempting a DN change

may disable the ports.

System Startup Access

The System Startup Access code and

by Installers

The

correct Startup code must be entered no later than 15

minutes after the

Startup code entered at any time after the 15 minute interval

results in the message re-power the system again to

process.

to access

System

Startup.

system has been powered up. A

Startup denied.

prepare for the System Startup

a password are used only

If this occurs,

Entering System Startup

If at any time you do not wish to continue with entering System Startup, press

Select a telephone from which to program. Place the

correct Programming Overlay over the buttons of the telephone. A button may be used during programming when

its indicator turns

Using the telephone dial pad, press the System Startup

Access code: Which is the same as:

Programming 17

At the

Password:

prompt, enter the Installer password: Which is the same as: (The Installer password is not shown on the display.)

The default password is

which you will have to use

if this is the first time that Configuration programming has

been accessed. If Startup must be performed on an existing system which has already been programmed, the Installer password might have been changed. The change should have been properly recorded in the Compact

Programming Record.

If the password is entered correctly, the display shows

Reset

Proceed to change the system template as described in the next procedure. OR

If the Password has been entered remains on the display. Press the

RETRY

display button (or

Password:

password.

on the M7208 Telephone) and the correct

18 Programming

Choosing the system template

The display shows Startup and choose the system template, press

on the M7208 Telephone).

To exit from System Startup, press (or

M7310 and M7324 Telephone).

Reset memory?

To continue with System

(or

on the

The display

shows

ate:

Square.

To accept the Square template, go to step 3. OR

To select another template, press the M7208 Telephone} to select another

To accept the template shown and exit from System Startup, press

or (or on the M7208 Telephone).

(or

template.

System Startup is complete when the time and date appear on the telephone display.

Chart 4

System Startup

START HERE

digits for Code

Reset

ate

Jan am

Installer Guide

Configuration Overview

Configuration programming allows you to specify basic system

characteristics for the customer site. Configuratian is not

accessible to System Configuration provides access to the following programming

sections:

Data

2. Line Access

Programming 19

4. Miscellaneous

5. System Data

Handling

Configuration Access Code

Press

Installer Password

At the

password. The default password is which you will have to use if this is the first time that Configuration

programming has been accessed.

If the password is entered correctly, the display shows

If the Password has been entered incorrectly,

remains on the display. Press the

Password:

prompt, enter in the existing Installer

Password:

display button (or

password.

Note:

on the M7208 Telephone) and re-enter the correct

For the security of Configuration data, do not give the Startup access code to anyone.

20 Programming

Chart 5 Configuration Overview

START HERE

Enter digits for Configuration code

Heading

Call

Hand1

Back

Programming 21

Data

Use

1. Data

external line. When you are finished programming the Data settings

for a line, you may copy those exact settings to another line by

using the display button (or on the M7208

to program characteristics for each

Telephone) at the

Show 1

prompt.

Entering the line to be programmed

Enter any available line number between 01 and 06.

Dial Mode

A dial mode can be assigned to each line. The mode defines the signaling that the line will use. The default mode is Pulse. Another possible mode is Tone.

Lines that use Dual Tone Multi Frequency (DTMF) tones, should be set to Tone.

Full

An external line is affected by Full Automatic Hold when it is placed on hold when no digits have been dialed on line is selected. The default setting is No, which means that the external line is not held. Another possible setting is Yes.

it, but

another

This feature is useful if a “hotline” or “ring down tie line” is

required.

Compact Installer Guide

22 Programming

Line Type

A type can be assigned to each line. The type defines how the

line is to be used in relation to other lines in the system. The

default type is Public. Other possible types are Private, Pool A,

Pool B and Pool C.

If you define a line as Public, the line can be accessed by

more than one telephone.

If you define a line as Private, the line can only be assigned

to one telephone.

If you assign a line to a Line Pool, that line can be available

to any telephone that is assigned access to that Line Pool.

If a line is assigned to one of the three Line Pools, but the line is not assigned to any telephone, that line can only be used for making outgoing calls.

If a line is assigned to one of the three Line Pools, you must remember that there are still two more programming settings

that must be assigned before a Line Pool can be used:

You must assign Line Pool Access to telephones in Line Access.

You must assign Line Pool Access codes in Miscellaneous programming.

Prime telephone

The Prime telephone provides backup answering for the selected

line. The default Prime telephone has the internal number 21.

Other possible settings are any allowable internal numbers, or

None.

Each line can only have one Prime telephone. Any Prime telephone can be assigned to provide backup

answering for more than one external line. All of these lines do not necessarily have to appear on a line button with an . indicator; however, monitoring lines is made easier if there is a line button for every external line.

Auxiliary ringer

An auxiliary ringer can be enabled or disabled for calls coming in on the line. The default setting is Yes, which means that the ringer will ring. Another possible setting is No.

Auto privacy

Auto privacy can be enabled so that other users who have access to a line on their telephone, cannot use that line while a

call is already in progress on the line.’ If disabled, Auto privacy

allows a user to select a line in use at another telephone, and

join an call.

Programming 23

Chart 6

Data

line:

Back

Dial Pulse

Back

Full N

Line ic

Data

2. Line

set:

Back

Compact Installer Guide

Programming

Line Access

Use Line Access to program characteristics for each telephone. These characteristics establish which lines the telephone may use.

When you are finished programming the Line Access settings for a telephone, you may copy those settings to another telephone

by using the

COPY

display button (or on the M7208

Telephone) at the

Show

set:

prompt.

Entering the telephone to be programmed

Enter any available DN. Default range from 21 to 36.

can be later changed to a new number in

Configuration programming.

Settings are automatically applied for the Analog

Terminal Adapter

Installation Guide for the defaults.

if installed. See the

Data

Line assignment

You can assign one or more lines to the telephone. You can

remove lines assigned to the telephone. The default line assignments for the Square template are Line 1 and Line 2 to each telephone. Any other lines can be assigned to each telephone.

A Private line can only be assigned to one telephone. (It is also automatically assigned to the Prime Telephone for that line.)

If you assigned the PBX template in System Startup, a Line Pool is assigned to the telephone instead of external lines. You can add lines if you wish. This would allow the

telephone to ring for incoming external calls.

If a line is assigned to a Line Pool, but is not assigned to any

telephone, that line can only be used to make outgoing calls.

Programming 25

Answer

Up to four buttons on a telephone can be programmed for answering calls to the of other telephones. The default is No Answer

For ‘each line assigned’ to a telephone; you can determine

whether incoming, calls will ring at the telephone. Possible settings are Ring and No Ring. The default setting is Ring.

Line pool access

You can determine which Line Pool each telephone has access to. Possible settings are Yes and No. The default setting is No for each of the three line pools, which means no telephone has default access to Line pools.

Assigning a Line Pooi to a telephone saves on the number of buttons required for external lines on the telephone.

Intercom buttons

You can determine the number of Intercom buttons on the telephone. Possible settings are is 2.

A minimum of two Intercom buttons are required for

conferencing with two other system.

A minimum of one Intercom button is required if internal calls are to be made or received from the telephone or Line Pools are to be accessed from the telephone.

or 2. The default setting

telephones in the same

Compact

Installer Guide

26 Programming

Prime line

You can assign the Prime line for each telephone. The Prime line

is the first line to be automatically provided at a telephone when you make a call. The appropriate Prime line will depend on the customer’s requirements. The default setting is None, which

means that no Prime line is assigned to the telephone. Other

possible settings are an external line (Line number), Line Pool A,

Line Pool

A Prime line is not related to the operation of a Prime telephone.

Line Pool C or intercom

(I/C).

Chart 7

Line Access

Back or

Heading

Show

(Line

Rinsing

/Line Pool access

Back

B&k

Back

set:,

digit8

Call

COPY

Show

Back

Intercom 2

Call Handling

Use Call Handling parameters to program system-wide characteristics for certain call features. These characteristics are not associated in programming with any particular line or

telephone.

Held reminder

Choose if the Held Line Reminder feature is to be active for external lines. Possible settings are Yes and No. The default setting is No. If Yes, the programming menu takes you to the Remind delay setting.

Remind delay

Assign the delay (in seconds) before the Held Line Reminder feature begins at the telephone which has put an external line on hold. Possible delays are 30, 60, 90, 120, The default delay is 60 seconds.

Programming 27

and 180 seconds.

This setting does not appear if Held Line Reminder is not active.

DRT to prime

Choose if the Delayed Ring Transfer to Prime telephone feature is to be active for all external lines associated with the Prime

telephone. yes, the

delay setting. Possible settings are Yes and No. The default

setting is Yes.

Ensure that you have an operational Prime telephone.

This setting applies only to external lines with an assigned

Prime telephone.

programming menu

takes you to the DRT

DRT delay

Assign the delay (number of rings) before an unanswered external call is redirected to the Prime telephone. Possible delays are 1, 2, 3, 4, 6 or 10 rings. The defautt delay is 3 rings.

To estimate the delay time in seconds, multiply the number of rings by six.

Compact

28 Programming

Transfer callback

Choose the delay (number of rings) before a transferred external call will callback to the originating telephone. The possible delay is 3, 4, 5, 6, or 12 rings. The default delay is 3 rings.

To estimate the delay time in seconds, multiply the number of rings by six.

Park prefix

Park prefix assigns a one digit code number to retrieve a parked call. The default Park prefix is 1. Any digit from 0 to 9, or none, can be assigned, providing it is not the first digit of a DN or Line Pool access code.

Park timeout

Assign the number of seconds before a parked external call will callback to the originating telephone. The possible timeout is 30, 45, 60, timeout is 45 seconds.

90, 120, 150, 180,

300, or

600

seconds. The default

Camp timeout

Assign the length of delay before a camped call is returned to the telephone which camped the call. The possible timeout is 30, 45, 60, 90, 120, 150, or 180 seconds. The default timeout is 45 seconds.

Directed pickup

Directed pickup allows any telephone within the system to answer calls by specifying the ringing telephone’s number (unlike Call Pickup Group which only allows pickup of calls within a

specified group of telephones). The default is Yes.

On hold

Choose what a caller will on an external line when the line has been put on hold. Possible settings are Tones, Music, or Silence. The default setting is Tones.

A customer supplied music source must be connected in order to hear music.

Programming 29

Chart

Call Handling

Headiig

Held reminder:

Back

Remind delay:

Back

DRT

show

, N

N”

1 l

neouo

Prefix:

Park

timeout: 45

Directed

hold:

1 I

Tones

Compact Installer Guide

30 Programming

Miscellaneous

Use Miscellaneous settings to program various system-wide

characteristics. These characteristics are not associated in

programming with any particular line or telephone.

Background Music

Choose if the Background music feature is to be available within the default setting is No.

If this feature is enabled, ensure that an external music source has been connected to the KSU. (This music source is also used for the Music on Hold feature.)

Direct-dial digit

Choose the digit you dial in order to get the Direct-dial Telephone to ring. The possible settings are any valid digit from 0 to 9, or None. The default setting is the digit zero.

system. Possible settings are Yes and No. The

Link time

Assign the Link time (in milliseconds). Possible times are 100, 200, 300, 400, 500, default Link time is 600 milliseconds.

The Link time required will depend on the requirements of the host PBX, be accessed by

Link is another name for Recall or Flash.

600,700,

or other switching system that must

800, 900, 1000

milliseconds. The

Telephone relocation

Choose if the Set Relocation feature is to be active. Possible settings are Yes and No. The default setting is No.

It is advisable to turn Set Relocation ON after the telephone installation and programming has been done. This provides you with more flexibility in testing equipment. If this feature is disabled, and a telephone is moved, that telephone’s internal number and Administration data remain with the physical port.

Programming

If new telephones are being installed at the same time that other telephones are being relocated; you should perform the following procedure to ensure that Set Relocation occurs:

Select Yes to ON Set Relocation.

Unplug the telephone that is to be relocated.

Plug the telephone into its new location.

Plug a new telephone into the old of the

telephone that was moved.

Host delay

Host delay programs the delay in milliseconds between the selection of an outgoing line and the moment that sends

dialed digits or codes on that line, The default is

1000 milliseconds.

External code

Assign a one-digit External line access code, or none. The default is 9. The External code allows an M7100 Telephone or an

to access external lines.

Line pool codes

Assign Line Pool Access codes for each of the three possible Line Pools. The possible settings are a one to four digit number (starting with 8, or 9) or None. The default setting is None.

The codes cannot start with the same first digit of an internal number already assigned to a telephone.

Codes starting with the same number must be the same length.

Ensure that the System Coordinator knows the codes.

Compact Installer Guide

32 Programming

Installer password

This allows you to change the Installer password for access to

Configuration programming. The possible setting is any

combination of one to six letters or numbers. The default Installer

Password is which is the same as

The default password is required to first gain access to Configuration programming. However, it is advisable to change that password to a new one.

Chart 9

Miscellaneous

Back

Direct-dial

Sack

Link time:

Set rel

aneous Srsten Data

Back

Host

Sack

External

Sack

code: 9

Show

System Data

Use this to change the internal number or Directory Number (DN)

of an individual telephone.

Do not attempt internal number changes within two

minutes of System

Programming

Enter the appropriate internal number when you are prompted for the old and the new internal number, A message will appear on the display if either internal number is invalid. The possible settings are any valid internal number is no default setting.

No internal number changes occur until the Configuration

session ends. (Press the button.)

If the “new internal number” already existed for another telephone, that telephone will be given the “old internal

number”. There can be only one telephone for each internal number. An internal number and a Line Pool Access Code cannot

start with the same digit.

Chart 10 - System Data

20 and 99. There

Note:

If you change a DN, you cannot continue programming in any of the other sections while in the same Configuration session. Press the button to end the

session.

Compact Installer Guide

34 Programming

Set Copy

Use this for copying System data (programming) or System and

User Administration data (Personal programming) from one telephone to another. System data is programmed in Configuration and Administration. User Administration

programming is performed by the user at the individual

telephone, and allows the telephone to be customized according

to the user’s requirements.

Set Copy Options

data

When this message appears on the display, you can choose to

copy System data.

When this message appears on the display, you can choose to copy System and User data. Both telephones must be the same

model and connected to the system before this option can be used.

Do not confuse

button (or

C. Set

COPY

with the

display

on the M7208 Telephone), which is

for selective copying of specific groups of settings from

one telephone or external line to another.

Set Copy characteristics which can NOT be copied

options Log Directory

Private line appearances

Prime telephone designation for a line Direct-dial telephone designation Extra-dial telephone designation Control telephone designation for a line

Service mode Ringing telephone designation for a line Receive tones Logging set designation Show external Voice Message Log space First display

Compact Installer Guide

36 Programming

Characteristics which CAN be copied

Except for those characteristics previously listed, all telephone related settings can be copied to a destination telephone,

overriding any previous programming. Listed below are the

System level settings and User Administration settings which can

copied.

System settings in Configuration programming

Line

Line assignment

Answer

Ringing line preference Line pool access Number of Intercom buttons Prime line designation

Programming 37

System settings in Administration programming

Set Filter

Full handsf ree Wandsfree answerback pickup group

Paging Auxiliary ringer Direct-Dial

Forward on busy

Forward on no answer Receive tones Priority call

9. Services

Vmsg

settings

if desired, the following Personalized settings can be copied

along with the System data:

Programmable button assignments (Internal Autodial,

External Autodial, and feature access) Language choice Personal Speed Dial entries

Compact Installer Guide

38 Programming

Using Set Copy

You can only enter Set Copy through the Configuration access code and with the Installer password.

Entering Set Copy

After

Press twice. The display shows

Press

Chart 11

Set Copy

C. Set cow

OPY

Back

to go to

data

Enter pad digits

appears on the display:

C. Set

COPY

OPY

data.

Uersion

Testing the and

of the and verifying the tone. If you do get a tone; plug a single-line into the

dial tone, check all your wiring or contact your telephone company.

Check all internal connections telephone from another

3. crackling, static, hums, or any other unusual noise,

If there are any problems, refer to other procedures in this

section.

Verify the visual indicators:

external lines by selecting each line in turn at one

line at the distribution panel. If you still do not get a

by calling each

telephone.

the quality and clarity of all connections. Check for

To check a button:

Select a line or Intercom button. that button should appear.

The

indicator beside

To check the display:

Press The display shows Press

Press the button to exit from

a button.

this

feature.

Compact installer Guide

40 Troubleshooting,

Terminal Adapter trouble

Check the single line telephone connection by using an

installer’s test telephone.

2. Check the connections to the jack.

3. Check the connections to the

Disconnect the and replace it with a working Not-star telephone. If the telephone still works properly, this verifies that the KSU is working properly.

Verify that programming has been done as described in the

Analog Terminal Adapter Installation Card.

If the trouble seems to be in the KSU, double check all wiring and programming options. If this does not help, refer to the

KSU down

This unit must be powered from a Class source that is UL and CSA Listed.

section of Troubleshooting.

WARNING

Auxiliary Ringer trouble

If the Auxiliary Ringer is used for Service Modes, ensure that Service Modes is activated from the Control Telephone.

Check the wiring between the Auxiliary Ringer generator and the ringing device. (See the Internal Wiring chart.)

Check the wiring between the Auxiliary Ringer and the distribution panel.

Check the Auxiliary Ringer contact operation with an ohmmeter across the pins.

Check that the Auxiliary Ringer is programmed to ring for any of the following programmable settings:

Troubleshooting 41

Feature

Ring for a specific line Ring ‘for a specific

___

Service Modes Ringer

Programmed in:

A. Configuration (1. Data)

General (5. Capabilities)

(6, Service Modes)

Installer Guide

42 Troubleshooting

Cal Identification Interface

Use the Call Information feature on an incoming call to verify

the operation

Check the connections to the Cll. Refer to the

5. Replace the

Installer Card for installation details.

Verify that the programming has been done as described in

the Compact

System Coordinator Guide.

Verify that you are subscribing to visual Call Display services

from your local telephone company.

the

Programming Record and the Compact

Dial tone absent (on external lines)

Use Button Inquiry to check the feature of a programmable memory button that you think is assigned as an external line.

Check for a dial tone by using an installer’s test telephone at

the connections for the external line on the distribution block.

Check the connections between the KSU and the distribution block.

External Paging trouble

Check the wiring between the connector and the paging amplifier.

Check the wiring between the connections shown in the

Internal Wiring chart.

Test the external Page feature to ensure that it is working. The output from the 775 across 600

KSU is

KSU down

Check that the AC power cord is properly connected.

that the Software Cartridge seated in its slot.

Troubieshooting 43

If AC power and the LED indicator on the KSU is

OFF, replace the KSU.

44 Troubleshooting

Music on Hold/Background Music trouble

Ensure that the volume control is turned

up and you are using the Background Music feature code

Check the applicable Configuration programming settings to ensure that the feature is enabled:

Feature

Music on Hold

Background Music

Check the wiring between the music source and the connector.

Check the polarity of the connections between the music

source and the distribution block.

Ensure that the music source is turned ON, is operational,

and has the volume control properly adjusted.

Telephone dead

Check for dial tone.

Check the receiver cord connection.

Programmed in:

3. handling

4. Miscellaneous

Check the display. If the display is unreadable, ensure that the display contrast adjustment appropriate.

Check the internal wiring at both the modular jack and the distribution block.

Check the internal line.

If the problem persists, replace the telephone with a known

working

Note:

An internal line should have between 15 and 20 Vdc across the Tip and Ring when the telephone is disconnected.

telephone.

If you are required to continue programming, refer to the

Compact System Coordinator Guide.

Give the System Coordinator the Compact Programming

Applying the button labels

If you perform all of the programming for a system, apply the appropriate button labels on the telephones. Before you apply button labels, activate the Button Inquiry feature

to avoid activating features as you put the

button labels onto the buttons.,

For the customer

Remember to leave the following items at the installation site:

For the System Coordinator

Compact System Coordinator Guide (with the

Programming Overlays)

Compact

Optional equipment User Cards (for example, the BLF and

Spare button labels and button caps

Telephone User Cards (for the M7208, M7310, and M7324 as required)

compact

Compact Prime Telephone card

Programming Record

In the KSU pocket

Compact Guide Optional equipment Installation

BLF and

cards (for example, the

Compact Installer Guide

46 Finishing up

Personal programming,

Information on telephone feature programming and operation

can be found in the

Compact System Coordinator Guide.

Display services

Your system can access information contained in Call

Display services offered by your public telephone company, and

uses that information to provide additional messaging tools to the

user.

You can access Call Display information only if you subscribe to the services, and if you have Call Identification Interface hardware installed. Contact your Service Representative for more information.

Call Display information may be shown on your telephone display when a call is alerting, identifying the caller to you. Specific telephones are programmed to receive this information in Administration programming. For more information see the

Programming chapter in the

Guide.

Compact Coordinator

Coordinator Guide

Welcome to

System Coordinator’s role Assisting your co-workers Your Service Representative Enhanced Transfer

Call Display services

Programming

How to do programming Planning Programming tools

Administration overview

Administration headings

Entering Administration Exiting Administration Moving through Administration Using the Overlay

The

Programming details

System Speed Dial Names

Time and date

Direct-Dial

Capabilities

Dialing Filters Telephone (Set) abilities Line abilities Class of Service (COS) passwords

Service Modes Password

Defaults

Services

Auto Call Info Telephone (Set) Services Voice Message Center telephone numbers Voice Message Center lines

Copying settings

display buttons

13 13

16 16

20 22 23 25

32 35 36 36 40

45 45 48

52 53 54 54 55 56 56

Compact System Coordinator Guide

Contents

Telephone programming

Capabilities programming

Programming reminders

telephones Prime telephone Page zones . tine Pools Miscellaneous programming

Call Pickup Groups

Service

Modes

Telephone features

Using features

Answering the telephone

Related features

What line indicators mean

Rings you may hear Displays

Prime telephone displays Notes

Displays Notes

Call Forward

Related features Displays Notes

Call information

Related features Displays Notes

Call Log

Related features Displays Notes

Call Park

Displays Notes

Call Pickup

Displays

57 57 57 58 59 60 60 60 60 61 62

64 67 68 69 69 69 72 73 74 74 76 77 78 78 79 80 81 81

81 82 88 88 91 92 92 93 94

Compact System Coordinator Guide

Contents

iii

Notes

Call Queuing

Notes

Camp On

Related Displays Notes

Conference

Displays Notes

COS Password

Displays Notes

Customizing your telephone

Dialing

Related features Displays

Notes

Do Not Disturb

Displays

Notes

Feature Programming

Displays

Notes

Group Listen

Displays Notes

Handsf

Notes

Hold

Notes

Host System Signaling

Host system signaling codes Displays Notes

tine Pools

Displays Notes

Messages

Related features

features

95 97 97 98 98 98 99

100

102 103 104 104 104 105 111 112 113 114 116 117

117 117 118 119 120 121 121 121 122 123 124 125 126 126 128 128 129 129 130 131 133

Compact System Coordinator Guide

iv Contents

Displays Notes

Telephones Buttons Headset Hearing Aid Compatibility

Wall Mounting

Page

Related features

Displays

Notes

Priority

Displays Notes

Service Modes

Displays

Notes Special Telephones , Speed Dial

Notes System features

Speed Dial

features

Displays

Transfer

Displays

Notes

Voice Call

Displays

Notes

133

136 137 137

140 140 141 141 142 142 143 143 144 145 145 146

147 150 151 152 153 156 157 157 158

159

161

162 163 163

User cards

Glossary

Index

Compact DR5 System Coordinator Guide

165

191

207

In addition to basic telephone service, your digital key

system has many extra features that

office communications,

take 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

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

greatly improve your

features.

minimizes this

System Coordinator’s role’

The System Coordinator plays an important role in customizing

to suit the organization and updating information as the

office grows and changes.

can be customized at three levels:

Personal programming

Personal programming is done by individual telephone users

who wish to personalize their telephones by

programming features and telephone numbers onto specific memory buttons.

Administration programming Administration programming is done by the System Coordinator, when you want to change various system-wide settings, as well as some specific settings for each line or telephone.

Configuration programming Configuration programming is usually done for you by the

Installer or Service Representative when installed. Specific system-wide parameters are set up in Configuration.

is being

Compact DR5 System Coordinator Guide

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 demonstrateto co-workers how to select and use features. To help you prepare for that possibility:

Familiarize 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 for consultation. You may wish to schedule sessions for small groups or provide individual assistance to co-workers for programming features on their

Your Service Representative

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

If 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 procedure for using the Transfer feature in this system. If you are upgrading a Compact system, be

sure to familiarize yourself with the new procedure.

telephones.

Compact

System Coordinator Guide

Call Display services 3

Call Display services ,

Most public telephone companies offer Call Display services

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

name, telephone number and in some cases, long distance

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

system uses this information so that you can:

view incoming call information’as welt as the line

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

received a message from either an internal

Mail message from an external caller.

user or a

You can access Call Display information only if you 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 telephone can be designated to automatically receive Call Display information when a call is alerting on that line. If the is

transferred or camped to another telephone, the Call Display

information is automatically available to that telephone.

system can display the line name that

If 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.

Compact

System Coordinator Guide

4 Call Display services

Depending on your requirements, Call Display information presents several convenient options.

When is identified before the call is answered, you

can answer using a personal greeting. You can also prepare yourself prior to answering the call by retrieving any relevant documents,, or 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 calling information to make a quick note. You can shorten the interruption time of a call from a

recognized person. For instance, you can quickly answer

the call and let the party know that you are busy but will

return the call soon.

orienting yourself to the expected

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.

Compact DR5 System Coordinator Guide

Call Display services 5

Display information allows you to answer calls on a

priority ‘basis, For example:

If several calls are alerting at your telephone at the same

time, you can request information about the calls to

decide which one may be more important.

If you are already on a call, information a second call starting to alert at your telephone can help you 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.

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 from 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 instance, if certain lines are private to individuals, an attendant might wish to first view the line name to determine who the

incoming call is for.

Compact System Coordinator Guide

6 Call Display services

Call Log

The Call Log feature uses incoming Call Display information to make a record of 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 calls.

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

feature of

accurate means of recording the caller’s information for future

use (see Telephone Features for more information).

Call Log can be used to provide a quick and

details for follow-up. Call

Programming tips

Call Log space can be assigned to individual telephones according to how much space you wish to allocate to each user.

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:

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 numbers, etc.?

Who is most interested 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.

Compact

System Coordinator Guide

Call Display services 7

strongly recommend that you, limit the number of users

logging calls for the same line,

as this would be confusing. For

example, if two users are logging calls for the same line, they do

not know who the call was originally intended for nor are both

Logs updated when one of the users returns a customer‘s

call. Potentially a customer could be called back twice,

There are

at more than one set.

Recommended configuration 1

situations where the same call needs to be togged

All lines appear at the Attendant Position, Incoming calls are first answered on the Attendant’s set and then transferred to the required destination.

The Attendant wants to track all calls unanswered on the system,

during working hours and after hours. The users want to capture in their Call Log, any calls which they did not answer at their set

and be able to return those calls from the log. The Attendant Position logs No

the users log calls

Unanswered

answered

on all lines and

In this configuration the user will log calls transferred to them via intercom from the attendant or another user, even though the administration setting is

Set:

N). Thus the entries in their Call Log are

specifically meant for them.

Compact System Coordinator Guide

8 Call Display services

Logs with

Attendant’s telephone

Attendant Position

Programming:

Attendant Position Configuration: Administration:’

Line Access Log Defaults

Line Assignment (all lines to appear at

the Attendant’s set)

to all sets for example, 25.) Set Services

Ringing

Set Programming:

one answered)

Set Users Administration: Set Services

Set: N

(no lines assigned)

Set Programming:

(assign log

Set:

Compact DR5 System Coordinator Guide

Call Display services

Recommended 2

user has a unique line appearing at their set. The users have a variety of requirements in terms of logging calls. Using

capabilities specifically for their

Call

Logs

with dedicated lines

the users can program logging

Programming:

Configuration: Line Access

Line Assignment Ringing

Administration: Log Defaults

Set Services

Set:

Set Programming:

(No one all Calls,

Compact System Coordinator Guide

10 Call Display services

Recommended configuration 3

The Not-star system has lines 1 and 2 appearing on all sets. The supervisor wants to log all calls for lines 1 and 2 at his/her set in order to analyze call traffic. Two users have been selected to return unanswered customer calls; To avoid confusion when logging and sharing lines, one user logs Ho calls on line 1 and a second user logs No one answered calls

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

Call

Logs with shared lines

answered

Programming:

Configuration: Line Access

Administration:

Log Defaults Line assignment Ringing

Set Services

Show Set: 21

Lines Y

Show Set: 22

Show Set: 23

Logging Set:

Compact DR5 System Coordinator Guide

(supervisor’s set)

Set:

Set: Line Y

Line

Call Display services 11

For more information, see the

Call tog Feature

Message Waiting you to send and receive internal

messages

have subscribed to Voice Mail Messaging (provided by your public telephone company), and visual message waiting

indication is available, 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 waiting,

as maintain a record of your messages. If you

your Voice Message Center to hear your messages and,

clear the message waiting indication from your display.

Programming tips

In order for 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 it is a sub-group, appropriate to share the feature providing that the users have an agreed upon procedure for retrieving and deleting messages.

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

as a sales team within a company, it may be

Compact System

Coordinator Guide

12 Display services

Compact System Coordinator Guide

The system comes programmed with default settings that may be

sufficient initially. programming is performed by the System Coordinator, and lets you change settings that probably have to be updated regularly staff turnover or new business can also assign some features to

and This provides with real

flexibility in making your telephones work together. This chapter contains detailed for programming

System Speed Dial codes, Names for lines and telephones, and Time and Date information. If 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 as 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 on Personal programming, see the Feature programming description in the Telephone features chapter.

How to do programming

The system is programmed using a M7208, or M7310 Telephone. Use the buttons on the telephone to program a setting or to request a specific programming action.

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

Planning

Only one Not-star telephone can access Administration programming at a time. While programming a telephone, you cannot use it to make or receive calls. While you are programming, other users of the system may use their

telephones, but cannot program any memory keys.

Compact System Coordinator Guide

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

abilities and Set abilities programming,

the required Filters,

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, and

whether Class of Service passwords are required.

Compact System Coordinator Guide

Programming 15

Programming tools

A telephone

System programming can be performed on an M7208, M7310 or M7324 Telephone.

The Programming Overlay

The is a cutout that labels

used during This makes it

easiei for you to ‘recognize the button that want.’

The Overlay for the M7208 Telephone is placed over all of the eight buttons. The Programming Overlay for the and M7324 Telephones is placed over the top four memory buttons with indicators. The

Overlays are provided at the end of this book.

Programming

The Compact Programming Record

The Compact Programming Record provides a convenient way to record what you have programmed. It also helps you to plan your programming. Settings are grouped according to their function.

Pages programming many telephones or lines.

from the Record may be

photocopied as necessary

The Telephone User Cards

Each telephone has a Telephone User Card that lists the most commonly used features.

The Compact Telephone Feature Card

The Compact Telephone Feature Card lists the features that can be accessed with the

button.

for

Compact

System Coordinator Guide

16 Administration overview

Administration

Administration programming lets you change settings for the

entire system, as well as settings for individual

telephones and external lines.

Pre-programmed default settings may initially be sufficient for your needs. You can use Administration programming to customize your Nor-star system by changing these default settings. In this section, default options are shown in

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.

bold

type.

Administration headings

Headings and subheadings in Administration programming help

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

dial

you program a System Speed Dial number, displayed as a subheading.

for programming System Speed Dial. When

Compact System Coordinator Guide

Administration

Administration programming has nine headings:

ADMINISTRATION CODE

dial

Time and

date

Direct-Dial

Capabilities

System Speed Dial

code for fast dialing of up to telephone numbers from any telephone.

Names

telephones by name.

identifies lines and

Time and Date

date displayed on each

telephone.

Direct-Dial

that can be reached by dialing a single digit.

Capabilities

abilities and telephone abilities. It assigns restrictions and capabilities to Class of Service (COS) passwords, to telephones, to lines and to line/telephone combinations.

designates the telephone

defines dialing filters, line

assigns a two-digit

adjusts the time and

7. Password

8. Defaults

9. Call

Service Modes

system responds to calls,

depending on the time of day.

Password

controls access to Administration

programming.

Log Defaults

space for all telephones in the system.

Call Services

Call Display information at your telephone.

controls how’ the

changes the password that

reallocates the Call Log

customizes the use of

Compact System Coordinator Guide

18 Administration overview

Entering Administration

When your system is first installed, there is no password

stored

in the system. You 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 all calls’ on your telephone.

1. Enter the Administration access code:

If the display changes to

Password:

, enter the Administratbn password. (The password is not shown on the display as you enter it.)

the password is correct,

dial

, and three triangular indicators are

the display shows

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

Check the password. Press password.

Place the Programming over the buttons.

Exiting

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

1. Press The display briefly shows

the display does not change.

and re-enter the

Administration

stores your changes automatically as soon as you alter

End of

session.

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System Coordinator Guide

Administration overview 19

Moving through Administration

To program a setting, you must first locate the correct heading.

To do this, scan through th

and buttons.

To through headings: After entering the display shows

speed

dial.

Press

The display shows

Press

The display shows

Press

3. The display shows

Names

Time

4. Direct-Dial.

of Administration using the

and date.

Press

The display shows

Press

5. The display shows

Press

6. The display shows

Press

The display shows

Press

[Next].

The display shows

Press

The display shows

7. Password.

9. Call

ts.

dial.

Compact System Coordinator Guide

20 Administration overview

Using the Overlay

The indicators show

programming step. The functions on these buttons allow you move through the headings and subheadings of programming.

which buttons can be used at

that

subheadings.

up the hierarchy of headings and

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.

to the previous heading, subheading, or

programmable setting.

Some of the functions identified on the Programming Overlay for

the M7208 Telephone are available on display buttons on M7310

and M7324 Telephones. For information about the additional

functions on the M7208 Telephone overlay, see the section in this chapter entitled The display buttons.

Compact, System Coordinator Guide

Administration overview

Programming Overlay for the M7208 Telephone (top) and for the

and M7324 Telephone (bottom)

Compact System Coordinator Guide

22 Administration overview

The display buttons

Display buttons perform many functions. Depending on where

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

be available, at any one time. Press one of the display buttons to

select the function that you want.

The most common display button labels are:

Display message Display button label

Display button

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.

programmable setting.

Compact System Coordinator Guide

Programming details

Entering numbers

Administration overview 23

Numbers are entered from the telephone

display button

Line numbers must always be entered as a two-digit number with a leading zero. Internal telephone referred to as Directory Numbers

may be used to edit the number.

are always two- digits long.

pad. The

Viewing long telephone numbers

External telephone numbers can be up 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 first 15 digits. The three dots at the end of the display indicate that more digits remain displayed for the external number.

To see the remaining digits, press

To see the first 15 digits again, press

Compact System Coordinator Guide

24 Administration overview

Entering names

Letters and numbers can be entered as part of a name for various settings. The method of entering a name is always the

Begin with a prompts you to enter a name. The display shows a

character; name:

, Press the 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 D, E, and F, where: D is shown after the first press

E is shown after the second press F is shown the third press 3 is shown D is shown’ again after the fifth press. (Letters are always shown in upper case.)

the fourth press

( ) to indicate where you can enter the

When the character that you want is displayed, press

position. OR

if you want to correct a character entered by mistake,

press

character that you want to correct.

If you want to the cursor back and delete a character,

press

Repeat step 1 for the remaining characters.

or to move the cursor to the next character

or until the cursor is positioned beneath the

Compact

System Coordinator Guide

System Speed

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

only one or two people.

4. Direct-Dial

Capabilities

9. Call

and

Defaults

Display digits

date

Speed name

restriction

You can program 70 System

Speed

Dial codes ranging from

Compact System Coordinator Guide

System Speed Dial

System Speed Dial Number

System Speed Dial Number lets you assign a System Speed Dial telephone number to a two-digit code. The System Speed Dial Number may contain 24 digits.

Begin with the display showing

‘Press

The display shows

Select the Speed Diai code you want to program:

Press

until the display shows the correct code.

dial

dial.

Enter the Speed Dial code on the dial pad.

To’assign default settings, press

press

Press

For example, the display may show Enter the new telephone number from the dial pad , including

to go to the next Speed Dial code.

and then

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

BKSP

display button.

For example, press The display shows

Press to store the System Speed Dial number.

5551234,.

Programming hints

A Host System Signaling feature code may be inserted into the

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

character position; and Link, Timed Release, and Programmed

Release each use two positions. For more information on using these features in System Speed

Dial programming, see the Host System Signaling section in the

Telephones features chapter.

Compact DR5 System Coordinator Guide

System

line Selection

Line Selection allows you to specify the external line that is used

for a System Speed Dial number. The options are the

line,

an external line, or a line pool.

After you have programmed a System Speed Dial number, press

and the display

‘Use 1

Use

Pool code: 42,

62,

for example, if a line is already assigned

for example, if a line pool access code is

already asslgned.

To change the setting, press

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

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 and N (No).

to change the setting. Options are Y (Yes)

Compact System Coordinator Guide

28 System Speed Dial

System Speed Dial Name

System Speed Dial Name allows you to assign a name to the

stored System Speed Dial number. When the Display Digits setting is “No”, the programmed name is shown on the display when the System Speed Dial feature is used.

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

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

Dial

After programming Display digits to display shows

Press

Name.

press and the

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 this chapter entitled Entering names.

To move the cursor to the next position, press

Continue entering characters.

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

Bypass Restrictions

Bypass Restrictions allows the System Speed Dial number to bypass any restrictions in applied Dialing filters. Dialing filters are

programmed in the Capabilities section of Administration

programming.

After programming the System Speed Dial Name, press

and the display shows

Press

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

and Y (Yes).

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System Coordinator Guide

Names

You can assign names to identify external lines and your co-workers” telephones. During a call, the name (if programmed:

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

speed dial

Service

Modes

Programming hints Telephone names and line names can contain both letters and numbers, but cannot be longer than seven characters. The

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

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 unique

Compact System Coordinator Guide

Telephone Names

Personalize your office communication by assigning names to

the telephones in the

is its internal number, for example, 27.

system. A telephone’s default name

Begin with the showing

speed

Press

The display shows 2.

Press twice.

The display shows

Enter the internal number of the telephone.

set:

OR Press for the name of the telephone with the first internal number.

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 internal number.

Press

to move the cursor to the next position.

Continue entering characters.

Programming hints

If Automatic Telephone Relocation is turned ON, the name and internal number of a telephone are saved if the telephone is moved within your system.

Compact DR5 System Coordinator Guide

Names

Line Names

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

default name is the line number, for example,

Line

Begin with the display showing

Press

The display shows

Press

display shows

Press

The display shows Line

Press .

The display shows

Enter the line number from the dial pad.

Show 1

Press to program the name of line

Press

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

shown.

speed dial .

01.

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.

Press to restore the default name and go

to the next external line.

Press

to move the cursor to the next position.

Continue entering characters.

Compact DR5 System Coordinator Guide

32 Time and date

Time and date

Time and date programming allows you to set the time and date which is 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;

Password

8. Defaults

9. Call Services

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 time 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 or

The year is not shown on the telephone display, but make sure that it is set correctly.

is programmed to allow

for leap years.

Compact System Coordinator Guide

and

English language displays always show the time in format, while the aiternate language displays always use the 24-hour format.

Setting the time Begin with the display showing

dial .

Press twice.

The display shows

Time

and date,

Press

The display shows the time, for example,

Press

Time

The display shows the hour, for example,

Set the hour.

a. Press

A cursor replaces 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:

5. Set the minutes. a. Press

A cursor replaces the number on the display.

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

c. Press

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

display shows

To switch the message to PM , press To switch it back to

To set the

date,

, press

press [Next].

Compact System Coordinator Guide

CHRNGE.

again.

34 Time and date

Setting the date Begin with the display showing

1. Press twice. The display shows

2. Press The display shows the time, for example,

3. Press The display shows the date, for example, Date

and

dial .

Time

Press

5. Set the year. a. Press

A cursor replaces the number on the display.

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

c. Press

The display shows the month, for example

6. Set the month. a. Press

A cursor replaces the number on the display.

Enter the month using the dial pad. For example, press to enter February.

c. Press

The display shows the day, for example

The display shows

to enter the year 1990.

Year: 88.

81.

7. Set the date. a. Press

A cursor replaces the number on the display.

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

Compact System Coordinator Guide

Direct-Dial

Direct-Dial programming allows you to call the Direct-Dial telephone assigned to your telephone by dialing a single digit. Use the directory number

Password:

2. Names

Time

4. Direct-Dial

Direct-Dial

CODE

speed dial

and date

heading to specify the telephone

(DN) designated as the-Direct-Dial telephone.

Direct-Dial

8. Defaults

Use the button, the

display button and the

dial pad to enter the internal number of the telephone to be designated as the Direct-Dial telephone.

Programming hints

To complete Direct-Dial telephone programming, assign a

Direct-Dial telephone to each telephone in the system using the

Capabilities section of Administration programming.

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

can be programmed by your Customer Service representative.

Compact System Coordinator Guide

36 Capabilities

Capabilities

Capabilities programming assigns restrictions and exceptions to Class of Service (COS) passwords, telephones, and lines.

Dialing Filters

A dialing filter is made up of restrictions and exceptions. These specify the external numbers which can or cannot be dialed from a telephone or on a line.

After dialing filters are defined, they may be used as telephone

(set) filters, line filters and line/set filters to manage outgoing

calls.

Use the button, the display button, the dial pad,

and the display button to program the restrictions and

Telephone abilities

exceptions for each dialing filter.

Compact

System Coordinator Guide

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 003 to the

West coast office only.

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

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 on external lines.

a line/set filter has been defined for the line selected at the

user’s telephone, it overrides any line filters or telephone filters

which might otherwise apply.

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

Compact System Coordinator Guide

38 Capabilities

Programming hints

Filter 00 cannot be changed.

Each programmable filter can have up to 48 restrictions; there is no limit on the number of exceptions that can be allocated to any restriction. ,

There is a maximum of 200 restrictions and exceptions allocated to the 23 programmable filters. For example, notice the reduction in the number of available restrictions and exceptions after each filter has been programmed.

Filter type

can have up to 24 dialing filters (00 to 23).

User

Rest’s

Remaining

02 clerk 7

Total

manager -- -- 200

I secretary 5

190

I 171

The maximum length for a restriction is 15 digits; for an exception, the maximum is 16 digits.

The asterisk * is a “wild card” that stands for any digit. Any restriction or exception can be used in any number of

filters. Each time it is used, it counts as one entry. For

411

example, if restriction

exists in filters 01, 02 and 03 it

uses up three entries of the 200 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

has no effect on the contents of other filters into

which the restriction was copied.

Compact DR5 System Coordinator Guide

You cannot delete a filter. Removing the restrictions

programmed on a filter makes it an unrestricted filter but the

filter is not removed.

Fiiter descriptions

Filter 00 permits unrestricted dialing, and cannot be changed. Filter 01 is pre-programmed with five restrictions and some

exceptions.

Filter

Restrictions

Exceptions

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

Where the filter is programmed as a default

Filter

setting in Capabilities programming

Set abilities

Line

Set filter: Line ter:

Compact System Coordinator Guide

40 Capabilities

Telephone (Set) abilities

Telephone (Set) abilities programming assigns dialing filters and

permissions to telephones. Telephone abilities include:

Telephone (set)

Line/telephone filters

Lock,

Full Handsfree

Automatic Handsfree

Handsfree Answerback

Call Pickup Group Paging

Page Zone

Auxiliary Ringer

Direct-dial telephones Call Forward On Busy Call Forward No Answer Receive tones Hotline Priority Call

Telephone (Set) filter

A Telephone filter is a collection of restrictions and exceptions defined in Dialing filters. These filters are applied to telephones through Set filter programming.

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.

Filter 02

is the default set filter.

Line/telephone (Line/set) filter

A Line/telephone dialing filter applied to the appearance of a

line at a

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

filter can permit a call to a specific long-distance number on

line 03 from a specific telephone, but no other long-distance numbers, and on no other line.

Use the (Show] button, the’ display button and the dial pad to enter the number of the Dialing filter to be assigned as

the Line/telephone filter.

telephone. This type of filter replaces any Line

Compact

System Coordinator Guide

Programming hints

Up to 24 filters may be defined in the system (filters 00 to

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

lines at telephones.

Telephone* Administration

Telephone Administration Lock limits the types of features that

may be used or programmed at a telephone. Use the

display button to select one of the three options: None, Partial and Full.

None Partial

allows you to access any feature on your telephone.

prevents:

programming buttons

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,

prevents:

changing Background Music

changing Privacy

changing Do Not Disturb

using Ring Again

. . .

changing Dialing Modes

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

using Voice Call Deny

using Administration

programming

saving a number with Saved

Number Redial

using Call Forward all calls

using 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 with the

telephone. Use the

setting: N (No) or (Yes).

Compact System Coordinator Guide

display button to select the

Capabilities

Programming hints

A button is automatically assigned to a telephone that is programmed with Full Handsfree. Full Handsfree is always

disabled for an Telephone.

Automatic Handsfree

Automatic Handsfree activates the Handsfree microphone and speaker when you make or receive calls by pressing a line button. Use the

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 to select the setting:

display button to select the

setting: (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

display

button to select the setting: NO, 1, 2, 3, 4, 5, 6, 7, 8, or 9.

Programming hints

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 determines whether a telephone has access to the

Page feature. Use the

display button to select the

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

Compact DR5 System Coordinator Guide

Norstar UL 616 DR5 User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual