Polycom TransTalk 9000, MLC, MLS User Manual

1-888-711-5200

PARTNER

Advanced Communications System

Programming and Use

518-456-163 Comcode 108355249 Issue 1 December 1998

December 1998

Notice

Every effort was made to ensure that the information in this book was complete and accurate at the time of printing. However, information is subject to change.

Federal Communications Commission (FCC) Interference Notice

This equipment has been tested and found to comply with the limits of a Class A or a Class B digital device, pursuant to Part 15 of FCC rules. For additional information on FCC regulations, see “Federal Communications Commission (FCC) Interference Information” on the next page.

Canadian Emissions Requirements

This digital apparatus does not ex ce ed the C la ss A or the Class B lim its for radio noise em is s ion s from d igi tal apparatus set out in the Radio Interference Regulations of the Industry Canada (IC). For additional IC information, see “IC Notification and Repair Information” in this section.

Le present appareil numerique n’emet pas de bruits radioelectriques depassant les limites applicables aux appareils numeriques de la classe A ou de la classe B prescrites dans le Reglement sur le brouillage radioelectrique edicte par le ministere des Industrie Canada. Vous trouverez des renseignements complémitaires dans cette section: “IC Notification and Repair Information.”

Security

Toll fraud, the unauthorized use of your telecommunications system by an unauthorized party (for example,

persons other than your company’s employees, agents, subcontractors, or persons working on your company’s beh alf) c an result in substant ial add itio nal charges for your tel eco mm un ic ati ons se rvi ces . You are responsible for the security of your system. There may be a risk of toll fraud associated with your telecommunicatio ns syste m. You are responsible for programming and config uring your e quipment to prevent unauthorized use. Your system manager should read all documents provided with this product to fully understand the fe atu res th at can i ntroduce the risk of tol l frau d a nd the s teps that can be tak en to reduce that risk. Lucent Technologies does not warrant that this product is immune from or will prevent unauthorized use of common-carrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use. If you

you are being victimized

Technologies National Customer Care Center at 1-800-628-2888.

by toll fraud and you need technical support or assistance, call the Lucent

suspect

Trademarks

Magic on Hold, MERLIN, MLS-34D, MLS-18D, MLS-12D, MLS-12, MLS-6, PARTNER, PARTNER MAIL, PARTNER MAIL VS, PassageWay, and SYSTIMAX are registered trademarks of Lucent Technologies. Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation. The SoundStation is a registered trademark of Polycom, Inc.

Warranty

Lucent Technologies provides a limited warranty for this product. Refer to “Lucent Technologies Limited Warranty and Limitation of Liability” in Appendix B of this book.

Ordering Information

The order number for this book is 518-456-163. To order additional books, call 1-800-457-1235 or 765-361-

5353. For information about ordering other system reference materials, replacement parts, accessories, and other compatible equipment, refer to “Product Ordering Information” in Appendix B.

Support Telephone Number

If you need assistance when programming or using your system, contact your local Authorized Dealer or call Lucent Technologies Technical Service Center at 1-800-628-2888. In the continental U.S., Lucent Technologies provides a toll-free customer hotline 24 hours a day. Consultation charges may apply.

Outside the continental U.S., contact your Lucent Technologies Representative or local Authorized Dealer.

Federal Communications Commission (FCC) Interference Information

References to FCC regulations are not applicable outside of the U.S.

Class A Compliance

This equipment, in the 5-Slot configuration and in the 2-Slot configuration with a 308EC module or PARTNER MAIL VS, has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of FCC rules.

These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will have to correct the interference at his or her own expense.

Class B Compliance

The Stand-alone PARTNER ACS processor module configuration and the 2-Slot configuration using a 200, a 206, or a 400 module have been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of FCC rules.

These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a residential environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications.

FCC Notification and Repair Information

This equipment is registered with the FCC in accordance with Part 68 of its rules. In compliance with those rules, you are advised of the following:

Means of Connection: Connection to the telephone network shall be through a standard network interface jack USOC RJ11C. These USOCs must be ordered from your local telephone company.

FCC compliant line cords are provided with Line and Line/Extension Modules for connecting to the telephone company provided USOC RJ11C jacks. Use only FCC compliant line cords and jacks for these connections.

This equipment may not be used with party lines or coin telephone lines. Notification to the Telephone Companies: Before connecting this equipment, you or

your equipment supplier must notify your local telephone company’s business office of the following:

■ The telephone number(s) you will be using with this equipment.

■ The appropriate registration number and ringer equivalence number (REN)

which can be found on the right hand side of the control unit.

■ The facility interface code, which is O2LS2.

You must also notify your local telephone company if and when this equipment is permanently disconnected from the line(s).

REN Information: The REN is used to determine the quantity of devices which may be connected to the same telephone line. Excessive RENs on the telephone line may result in the devices not ringing in response to incoming call. In most, but not all areas, the sum of RENs should not exceed five (5.0). To be certain of the number of devices that may be connected to a line, as determined by the total RENs, contact the local telephone company.

Repair Instructions: If you experience trouble because your equipment is malfunctioning, the FCC requires that you disconnect the equipment from the network and not use it until the problem has been corrected. Repairs to this equipment can only be made by the manufacturer, its authorized agents, or by others who may be authorized by the FCC. In the event repairs are needed on this equipment, please contact your local Authorized Dealer or the Lucent Technologies Technical Service Center at 1-800-628-2888. For warranty information, see Appendix B.

Rights of the Local Telephone Company: If this equipment causes harm to the telephone network, the local telephone company may discontinue your service temporarily. If possible, they will notify you in advance. But if advance notice is not practical, you will be notified as soon as possible. You will also be advised of your right to file a complaint with the FCC.

Your local telephone company may make changes in its facilities, equipment, operations, or procedures that affect the proper functioning of this equipment. If they do, you will be notified in advance to give you an opportunity to maintain uninterrupted telephone service.

Hearing Aid Compatibility: All system phones are compatible with inductively coupled hearing aids as prescribed by the FCC.

Industry Canada (IC) Notification and Repair Information

The Industry Canada (IC) label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational, and safety requirements. The IC does not guarantee the equipment will operate to the

user’s satisfaction. Before installing this equipment, users should ensure that is permissible to connect it to

the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. In some cases, the company’s inside wiring for single-line individual service may be extended by means of a certified connector assembly (telephone extension cord). The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations.

Repairs to certified equipment should be made by an authorized Canadian maintenance facility designated by the supplier. Any repairs or alterations made by the user to this equipment, or any equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment.

Users, for their own protection, should ensure that the electrical ground connections of the power utility, telephone lines, and internal metallic water pipe system, if present, are connected. This precaution may be particularly important in rural areas.

CAUTION:

Users should not attempt to make such connections themselves, but should contact the appropriate electrical inspection authority or electrician, as appropriate.

To prevent overloading, the Load Number (LN) assigned to each terminal device denotes the percentage of the total load to be connected to a telephone loop used by the device. The termination on a loop may consist of any combination of devices subject only to the requirement that the total of the Load Numbers of all the devices does not exceed 100.

IC Certification No: See the label on the side of the control unit. CSA Certification No: LR 60486 Load No: 7

Renseignements sur la notification du ministère des Industrie Canada et la réparation

L’étiquette du Ministère des Industrie Canada identifie le matériel homologué. Cette étiquette certifie que le matériel est conformé à certaines normes de protection, d’exploitation et de sécurité des réseaux de télécommunications. Le Ministère n’assure toutefois pas que le matériel fonctionnera à la satisfaction de l’utilisateur.

Avant d’installer ce matériel, l’utilisateur doit s’assurer qu’il est permis de le raccorder aux installations de l’entreprise locale de télécommunication. Le matériel doit également être installé en suivant une méthode acceptée. Dans certains cas, les fils intérieurs de l’enterprise utilisés pour un service individuel à ligne unique peuvent être prolongés au moyen d’un dispositif homologué de raccordement (cordon prolongateur téléphonique interne). L’abonné ne doit pas oublier qu’il est possible que la conformité aux conditions énoncées ci-dessus n’empêchent pas la dégradation du service dans certaines situations. Actuellement, les entreprises de télécommunication ne permettent pas que l’on raccorde leur matériel à des jacks d’abonné, sauf dans les cas précis prévus pas les tarifs particuliers de ces entreprises.

Les réparations du matériel homologué doivent être effectuées par un centre d’entretien canadien autorisé désigné par le fournisseur. La compagnie de télécommunications peut demander à l’utilisateur de débrancher un appareil à la suite de réparations ou de modifications effectuées par l’utilisateur ou à cause d‘un mauvais fonctionnement.

Pour sa propre protection, l’utilisateur doit s’assurer que tous les fils de mise à la terre de la source d’énergie électrique, des lignes téléphoniques et des canalisations d’eau métalliques, s’il y en a, sont raccordés ensemble. Cette précaution est particulièrement importante dans les régions rurales.

AVERTISSEMENT:

L’utilisateur ne doit pas tenter de faire ces raccordements lui-même; il doit avoir

recours à un service d’inspection des installations électriques, ou à un

lectricien,

selon le cas.

L’indice de charge (IC) assigné à chaque dispositif terminal, indique, pour éviter toute surcharge, le pourcentage de la charge totale qui peut être raccordée a un circuit téléphonique bouclé utilisé par ce dispositif. La terminaison du circuit boucié peut être constituée de n’importe quelle combinaison de dispositifs, pourvu que la somme des indices de charge de l’ensemble des dispositifs ne dépasse pas 100.

No d’homolagation: Voir l’étiquette sur le côté de l’unité de contrôle.

No de certification CSA: LR 60486 Indice de charge: 7

Contents

About This Guide ix

■ Purpose ix

1 Overview 1-1

■ Features and Capabilities 1-1

■ System Components 1-4

■ Auxiliary Equipment 1-17

2 Programming 2-1

■ Overview 2-1

■ Hardware Considerations 2-2

■ Initial System Setup 2-4

■ Changing Settings after Installation 2-7

■ Changing Settings to Support

PBX or Centrex Services 2-11

■ System Programming Options 2-12

■ Using System Programming 2-20

■ Upgrading the PARTNER ACS 2-25

■ Telephone Programming Options 2-25

■ Using Telephone Program min g 2-30

3 Learning About Telephones 3-1

■ System Telephones 3-1

■ Standard Telephones 3-8

■ Combination Extensions 3-12

■ Using Telephones 3-13

Contents

4 Using Auxiliary Equipment 4-1

■ Overview 4-1

■ Answering Machines 4-4

■ Auto Attendant 4-8

■ Call Reporting Devices (SMDR) 4-9

■ Contact Closure Devices 4-13

■ Credit Card Scanners 4-15

■ Fax Machines 4-16

■ Modems 4-23

■ Night Service with Auxiliary Equipment 4-26

■ Voice Messaging Systems 4-28

5 Feature Reference 5-1

■ Overview 5-1

■ AA (Automated Attendant) Extensions (#607) 5-4

■ Abbreviated Ringing (#305) 5-6

■ Account Code Entry (F12) 5-7

■ Allowed List Assignments (#408) 5-10

■ Allowed Phone Number Lists (#407) 5-11

■ Answering Calls 5-14

■ Auto Dialing 5-17

■ Automatic Daylight/Standard Times

(#126)—Release 3.0 or Later 5-20

■ Automatic Extension Privacy (#304) 5-21

■ Automatic Line Selection 5-23

■ Automatic System Answ e r But ton

(#111)—Release 2.0 or Later 5-25

■ Automatic System Answer Delay

(#110)—Release 2.0 or Later 5-28

■ Automatic System Answer Lines

(#204)—Release 2.0 or Later 5-30

■ Automatic System Answer Mode

(#121)—Release 2.0 or Later 5-32

■ Automatic System Answer Record/Pl ayback

(I891)—Release 2.0 or Later 5-34

■ Automatic VMS Cover (#310) 5-37

■ Background Music (F19) 5-39

Contents

■ Backup Programming—Automatic (#123) 5-41

■ Backup Programming—Manual (#124) 5-44

■ Call Coverage

(F20,XX,XX)—Release 2.0 or Later 5-46

■ Call Coverage Rings (#116)

—Release 2.0 only 5-50

■ Call Coverage Rings (#320)

—Release 3.0 or Later 5-51

■ Call Forwarding/Call Follow-Me (F11,XX,XX) 5-52

■ Call Park 5-55

■ Call Pickup (I6XX) 5-57

■ Call Screening (F25)—Release 3.0 or Later 5-59

■ Call Waiting (#316) 5-61

■ Caller ID 5-63

■ Caller ID Inspect (F17) 5-66

■ Caller ID Log Answered Calls

(#317)—Release 2.0 or Later 5-68

■ Caller ID Call Log Line Association

(#318)—Release 2.0 or Later 5-70

■ Caller ID Call Logging and Dialing

(F23)—Release 2.0 or Later 5-72

■ Caller ID Log All Calls

(#319)—Release 2.0 or Later 5-79

■ Caller ID Name Display (F16) 5-81

■ Caller ID Type (#122) 5-83

■ Calling Group Extensions (#502) 5-85

■ Conference Calls 5-87

■ Conference Drop (F06) 5-89

■ Contact Closure (F 41 and F42) 5-90

■ Contact Closure Group (#612) 5-92

■ Contact Closure Operation Type (#613) 5-94

■ Copy Settings (#399) 5-96

■ Dial Mode (#201) 5-98

■ Direct Extension Dial Button

(#113)—Release 2.0 or Later 5-99

■ Direct Extension Dial Delay

(#112)—Release 2.0 or Later 5-102

■ Direct Extension Dial Lines

(#205)—Release 2.0 or Later 5-104

■ Direct Extension Dial Record/Playback

(I892)—Release 2.0 or Later 5-106

iii

Contents

■ Direct Line Pickup—Active Line (I68LL) 5-109

■ Direct Line Pickup—Idle Line (I8LL) 5-111

■ Disallowed List Assignments (#405) 5-113

■ Disallowed Phone Number Lists (#404) 5-114

■ Display 5-117

■ Display Language (#303) 5-119

■ Distinctive Ring (#308) 5-120

■ Do Not Dist urb (F01) 5-121

■ Doorphone Alert Extensions (#606) 5-123

■ Doorphone Extension (#604 and #605) 5-124

■ Emergency Phone Number List (#406) 5-126

■ Exclusive Hold (F02) 5-128

■ Extension Name Display 5-130

■ External Hotline (#311) 5-132

■ Fax CNG Detection

(#505, Group 8)—Release 3.0 or Later 5-135

■ Fax Machine Extensions (#601) 5-137

■ Forced Account Code Entry (#307) 5-138

■ Forced Account Code List (#409) 5-140

■ Group Call Distribution (#206) 5-143

■ Group Calling—Ring/Page (I7G/I*7G) 5-145

■ Group Hunting—Ring/Voice Signal (I77G/I*77G) 5-149

■ Group Pickup (I66G) 5-153

■ Hold 5-155

■ Hold Disconnect Time (#203) 5-157

■ Hotline (#603) 5-159

■ Hunt Group Extensions (#505 ) 5-161

■ Intercom Dial Tone (#309) 5-164

■ Joining Calls 5-165

■ Last Number Redial (F05) 5-167

■ Line Access Mode

(#313)—Release 2.0 or Later 5-169

■ Line Access Restriction (#302) 5-171

■ Line Assignment (#301) 5-173

■ Line Coverage Extension (#208) 5-177

■ Line Ringing 5-179

■ Loudspeaker Paging (I70) 5-181

■ Making Calls 5-183

■ Manual Signaling (F13XX or F13*XX) 5-188

■ Message Light Off (F10XX) 5-190

Contents

■ Message Light On (F09XX) 5-192

■ Music-on-Hold (#602) 5-194

■ Music-on-Hold Volume (#614) 5-196

■ Night Service Button (#503) 5-197

■ Night Service Group Extensions (#504) 5-200

■ Number of Lines (#104) 5-202

■ Outgoing Call Restriction (#401) 5-204

■ Outgoing Call Restriction Button (#114) 5-206

■ Outside Conference Denial (#109) 5-209

■ Personal Speed Dial Numbers 5-210

■ Pickup Group Extensions (#501) 5-213

■ Pool Access Restriction

(#315)— Release 2.0 or Later 5-215

■ Pool Extension Assignment

(#314)—Release 2.0 or Later 5-217

■ Pool Line Assignment

(#207)—Release 2.0 or Later 5-220

■ Privacy (F07) 5-222

■ Recall (F03) 5-224

■ Recall Timer Duration (#107) 5-226

■ Record-a-Call (F24)—Release 3.0 or Later 5-228

■ Remote Administration Password (#730)

—Release 3.0 or Later 5-230

■ Restore Programming (#125) 5-232

■ Ring on Transfer (#119) 5-235

■ Rotary Dialing Timeout (#108) 5-236

■ Save Number Redial (F04) 5-237

■ Send All Calls 5-239

■ Simultaneous Paging (I*70) 5-241

■ SMDR Output Format (#610) 5-243

■ SMDR Record Type (#608) 5-245

■ SMDR Talk Time (#611)—Release 2.0 or Later 5-247

■ SMDR Top of Page (#609) 5-249

■ Special Dialing Functions 5-250

■ Star Code Dial Delay (#410) 5-252

■ Station Lock (F21) 5-255

■ Station Unlock (F22) 5-258

■ System Date (#101) 5-259

■ System Day (#102) Release 2.0 and Earlier 5-260

■ System Password (#403) 5-261

Contents

■ System Release Status (F59) 5-262

■ System Reset—Programming Saved (#728) 5-263

■ System Speed Dial Numbers 5-265

■ System Time (#103) 5-268

■ Toll Call Prefix (#402) 5-269

■ Touch-Tone Enable (F08) 5-270

■ Transfer Return Extension (#306) 5-271

■ Transfer Return Rings (#105) 5-273

■ Transferring Calls 5-275

■ Unique Line Ringing (#209)—Release 3.0 or Later 5-279

■ VMS Cover (F15) 5-280

■ VMS Cover Rings (#117)—

Release 2.0 or Earlier 5-282

■ VMS Cover Rings (#321)—

Release 3.0 or Later 5-283

■ VMS Hunt Delay (#506) 5-284

■ VMS Hunt Schedule (#507) 5-286

■ Voice Interrupt On Busy (#312) 5-288

■ Voice Interrupt On Busy Talk-Back (F18) 5-290

■ Voice Mailbox Transfer (F14) 5-292

■ Wake Up Service Button (#115) 5-294

6 Troubleshooting 6-1

■ Customer Self Service Center

on the Internet 6-1

■ When You Need Help 6-1

■ Power Failure Operation 6-2

■ Battery Replacement 6-2

■ Clearing a Backup-Failure Alarm 6-3

■ Problems with System Phones 6-4

■ Problems with Standard Phones 6-8

■ Other Problems with Phones 6-10

■ Problems with Combination Extensions 6-15

■ Problems with Standard Devices 6-16

■ Problems with Automatic Backup 6-17

■ Problems with Manual Backup 6-20

■ Problems with System Restore 6-22

Contents

■ System Problems 6-24

■ Other Problems with System 6-28

A Specifications A-1

B Maintenance, Repair,

and Ordering Information B-1

■ Maintenance B-1

■ Repair Information B-1

■ In-Warranty Repairs B-1

■ Post-Warranty Repairs B-2

■ Lucent Technologies Limited Warranty

and Limitation of Liability B-2

■ Product Ordering Information B-4

C Speed Dial Form C-1

■ Speed Dial Form C-1

D Programming Mixed Telephone Types D-1

■ Overview D-1

Glossary GL-1

vii

Contents

viii

About This Guide

Purpose

This guide is intended for the System Manager. It explains what Releases 1.0, 1.1,

2.0 and 3.0 of the PARTNER® Advanced Communications System (ACS) can do, provides instructions for programming and using the system, and tells how to get the most out of the system’s many features and capabilities. The descriptions apply to all releases unless specifically identified as features available with Release 1.1, Release 2.0 and Release 3.0, or with Release 3.0 only.

Terminology

Throughout this guide, the PARTNER Advanced Communications System is referred to simply as the system and Lucent Technologies telephones specifically designed to work with the system are called system phones. You can also use industry-standard telephones with the system, which are referred to as standard phones in this guide. Finally, the P ARTNER MAIL VS® or PAR TNER MAIL® Voice Messaging System, which you may have connected to the system, is referred to as the voice messaging system.

How to Use This Guide

For information about the following topics, refer to the appropriate chapter:

■

Getting Acquainted.

and hardware components.

■

Programming the System.

to accommodate new or expanding needs. Chapter 2 provides general programming information , while Chapter 5 provides detailed instructions for programming specific system features.

■

Training Co-Workers.

phones work with the system. To help train co-workers on telephone basics, you can share this information with them.

Chapter 1 provides an overview of system features

You can change your system’s settings easily

Chapter 3 explains how system and standard

About This Guide

■

Once you are experienced with the system, use the Table of Contents or Index to locate the information you need.

Throughout this guide, feature names are printed in bold—for example, System

Date (#101). Chapter 5, ‘‘Feature Reference’’ provides comprehensive information about each feature, with the features arranged in alphabetical order. For example, if you see a reference to System Date (#101), you can look it up in Chapter 5 for details.

Using Auxiliary Equipment.

auxiliary equipment, including fax machines, modems, voice messaging systems, and call reporting dev ic es . Chapter 4 provides advice on setting up these devices to work effectively with the system.

Daily Operation.

to oversee some of the system’s daily operations. For example, you may need to turn on Night Service at the end of each day before leaving the office. Reference information about all features, including descriptions and instructions for using each feature, is provided in Chapter 5.

Solving Problems.

problems if your system or telephones malfunction.

Depending on how your system is set up, you may need

Chapter 6 provides information about solving

The system supports a wide variety of

Product Safety Statements

Product safety statements are identified in this guide by a: .

CAUTION:

Indicates the presence of a hazard that will or can cause minor personal injury or property damage if the hazard is not avoided.

WARNING:

Indicates the presence of a hazard that can cause severe or fatal personal injury if the hazard is not avoided.

How to Comment on This Guide

A feedback form is located at the end of this guide, after the appendixes. If the form is missing, send your comments and recommendations for changes to Publications Manager, Lucent Technologies, 211 Mount Airy Road (Room 2W-226), Basking Ridge, NJ 07920 (FAX 1-908-953-6912).

Overview

Features and Capabilities

The following list provides an overview of the system’s features. The features apply to all releases of PARTNER® ACS unless specified otherwise.

■ Full line of system phones, some with displays showing date, time, and

programming and feedback messages. All system phones provide access to multiple outside lines and system features.

■ Programmable buttons on system phones, providing one-touch access to

system features simply by pressing the button.

■ Intuitive operation of basic call handling capabilities including transfer,

conference, and hold.

■ Intercom (inside) calling to other system extensions using an Intercom

button and the two-digit number assigned to the extension. Users can either ring or voice signal an idle system phone; use Voice Interrupt On Busy to signal another user who is active on a call; or manually signal to audibly alert another predetermined extension.

■ Grouping of extensions for flexibi lit y in direc ti ng and answer i ng calls .

■ Integrated voice messaging support with the PARTNER MAIL VS system

or PARTNER MAIL system, so callers can reach a desired extension or group without operator assistance and leave messages at unanswered or busy extensions.

■ PARTNER Voice Messaging PC Card provides a voice messaging service

as well as effective solutions for after-hours call answering and back-up for the receptionist. (Available with Release 1.1 or later.)

■ Caller ID support on system display phones (if Caller ID service is available

from your local telephone company and you subscribe to it).

■ Power failure operation with standard phones, allowing you to make and

receive calls during a power failure while retaining programmed equipment settings for up to four days. (An optional Uninterruptible Power Supply, or UPS, is also available to allow full equipment operation during a power failure.)

1-1

Overview

■ Centrex or PBX operation support—including one-touch dialing of feature

access codes on system phones.

■ Flexible dialing restrictions and permissions so you can control telephone

activity and phone bills.

■ Special hospitality features that let Bed-and-Breakfast proprietors, for

example, regulate phone use in guest rooms and schedule wake-up calls for guests.

■ Easy-to-use programming procedures, making it simple for you to manage

your system and telephones. System display phones provide messages and prompts during programming.

■ Two system-programming extensions, allowing you to program the system

from one extension without interrupting call activity at the other programming extension—usually the receptionist’s extension.

■ Modular connections to the control unit, making it easy to reconfigure your

system or to add lines and/or extensions as your business grows.

■ Direct connections for industry-standard devices—including most standard

phones, fax machines, answering machines, modems, and credit card scanners.

■ Optional equipment support, including doorphones, Contact Closure

Adjunct (for example, to release a door lock), loudspeaker paging systems, Music-on-Hold

, call reporting (often referred to as Station Message Detail Recording (SMDR) devices, auto attendants, extra alerts, and PC Cards for Backup/Restore or for software upgrades.

NOTE:

ACS Release 3.0 includes a PARTNER Remote Access PC Card, which

allows the user to administer the system remotely

and perform backup and restore functions. The PARTNER Remote Access PC Card is a PCMCIA card that can also be used to upgrade previous versions of PARTNER ACS to Release 3.0.

WARNING:

Remove all other PC Cards from the processor before initiating an upgrade.

1. The performance of music over telephone lines is a public performance under United States Copyright law. Accordingly, in order for the performan ce of that mu sic to be la wful, it must be licensed annu ally to the us er by the copyri ght owners or the ir represent atives. One way to obtain permission is to contact ASCAP, BMI, and/or similar performing rights

organizations, to obtain a license. Or, you can purchase a Magic on Hold® system, which includes the required license for the first year. This license must be renewed annually by the copyright owners or their representatives.

2. Additional PARTNER Remote PC-Software required.

1-2

Features and Capabilities

Features Available with Release 2.0 or Later

■ Automatic System Answer feature to help answer and route calls.

■ Direct Extension Dial feature to allow callers to dial an extension or help

group directly without the aid of the receptionist.

■ Line Pooling to create up to four groups, or pools, of multiple outside lines.

When users access a pool to make a call, the system selects an available line from the pool.

■ Call Coverage for users who are unable to answer their calls, but want their

calls answered by another individual.

■ Caller ID Logging and Dialing feature for users to view the names and

numbers of logged calls from system phones. Users can press the Dial

option to automatically dial the caller’s number.

■ SMDR Talk Time to allow you to track on an SMDR call report the length of

time that users talk on incoming outside calls.

Features Available with Release 3.0 or Later

■ Call screening to listen to a caller leaving a message in the user’s mailbox.

■ Fax calling tone detection to automatically route incoming fax calls to a fax

machine.

■ Record-a-Call to record an active conversation in the user’s mailbox. PMVS

5.0 or later is required.

■ Unique line ringing for a user to differentiate which line is ringing.

■ Enhanced Programmable Features

— Call Coverage Rings —VMS Cover Rings — VMS Hunt Delay — VMS Hunt Schedule

■ Automatic Daylight/Savings Time

■ 911 Calls do not require account code entry

NOTE:

ACS Release 3.0 includes a PARTNER Remote Access PC Card, which

allows the user to administer the system remotely

and perform backup and restore functions. The PARTNER Remote Access PC Card is a PCMCIA card that can also be used to upgrade previous versions of PARTNER ACS to Release 3.0.

WARNING:

Remove all other PC Cards from the processor before initiating an upgrade.

1. Additional PARTNER Remote PC-Software required.

1-3

Overview

System Components

Modular hardware design makes the system easy to install and expand. The basic system consists of a PARTNER ACS processor module, which supports three lines and eight extensions. Using these lines and extensions, you can add various optional devices and telephones to configure your system to meet your needs. To expand the system to include more lines and extensions, simply attach additional modules and a carrier to contain them. The term control unit is used to refer to the stand-alone PARTNER ACS processor module (or to the carrier and the modules it contains), since this is the heart of the system. Figure 1-1 shows an example of system components.

WARNING:

There are no customer-serviceable components inside the system modules or carrier. There are hazardous voltages within that can cause severe or fatal personal injury. DO NOT OPEN THE MODULES.

1-4

System Components

CONTROL UNIT

PARTNER ACS Processor Module

Grounding Screw Contact Closure Jack

SMDR Jack PC Card Slots (2) Power LED

PAGE Jack Outside Line Jacks (3)

MUSIC-ON-HOLD Jack (for RCA phono plug)

Extension Jacks (8)

Battery Compartment

SYSTEM PHONES

I n t

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o m

I n t

e r

c o m

t .

F e

a t u

r e

Message

F A

s f

J K

o l

W X

PARTNER-34D® Phone

(with optional PARTNER-CA48

Intercom Autodialer)

I n t

e r

c o

n t e

r c

o m

a t u

r e

A B

s f

J K

P Q

R S

l d

M N

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X Y

PARTNER-18D

Phone

I n t e

r c

o m

n t

e r c

t u r e

B C

Spkr

s f r

J K

o l d

M N

T U

Phone

PARTNER-18

PARTNER

3000

n / O

f f

R e

d i a l

u t

F e

a t / P

B C

C o

n f

H I

N O

r a n s

R S

U V

X Y Z

H o

l d

E R

SPARE

H AND

RE FR

ESH

TransTalk™

Wireless

Phones

In t

e r

c o

x t

I n

t e

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a g

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S p

k r

C o

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M ic

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A B

G H

D E

P Q

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M N

X Y Z

PARTNER-6

Phone

Optional Carriers

Optional Modules

PARTNER

PFT

206

MODULE

PFT

I N E S

E X T E N S I O N S

206 Module

PARTNER

3000

5-Slot Carrier

308EC Module

Optional Devices

2-Slot Carrier

(for the control unit)

PARTNER

Serial Printer

Call Accounting

0 0

0 3 R

t c n

ju d

A re u

Paging System

PUSH

POWER PLAY RECORD

PARTNER

MAIL VS

Voice Messaging

System

Terminal (Basic or Plus)

N T R

A P

lo C t

c a t

n o C

Contact Closure

Adjunct

Magic on Hold deck

PC Cards

PARTNER

PFT

L I N E S

400

MODULE

R1.0

PFT

I N E S

400 Module

• Backup/Restore

• ASA/DXD (R1.0 or later)

• Software upgrade (R2.0 or later)

• PARTNER Voice Messaging

Optional Devices

(for extension jacks)

Standard

PARTNER MAIL Voice Messaging System

Phone

Answering Machine

Fax Machine

PUSH

Alert

POWE

E ON . PH E XT L E T ARY E D E ECON N S LI

E ON . PH T E X L E T MARY E I E PR N LI

LSE

PU M DT

R AU

CUR R-

V OWE P

ACTI

Remote Administration Unit

Doorphone

PassageWay Adapter

Figure 1-1. Sample System Components

1-5

Overview

Configurations

The system can have one of three basic configurations, all of which must be wall-mounted:

■ Stand-alone PARTNER ACS processor module. This configuration does

not use a carrier.

■ 2-Slot Carrier, which can hold up to two modules. The PARTNER ACS

processor module resides in the leftmost slot.

■ 5-Slot Carrier, which can hold up to five modules. The PARTNER ACS

processor module resides in the center slot. This carrier includes a cover.

In either carrier, one and only one of the modules must be a PARTNER ACS processor module. The modules slide into the carrier, which channels power to the system.

System Modules

The following system modules can be installed in your system:

■ P ARTNER ACS Processor Module provides the software intelligence that

controls the system’s features. It has jacks for three outside lines, eight enhanced Tip/Ring extensions, a music-on-hold audio source, a loudspeaker paging system, a grounding screw, a jack that supports an adjunct for two Contact Closures, and a call reporting (SMDR) device, such as a printer. It also has two PC Card slots, a bicolor red and green light-emitting diode (LED), and two AAA user-replaceable batteries. The module also provides support for integrated Caller ID information on system display phones. The system requires one PARTNER ACS processor module.

■ 200 Module has two outside line jacks, but no extension jacks. This

module is an inexpensive way to add lines when you do not need more extensions.

■ 206E Module has jacks to connect a maximum of two outside telephone

lines and six extensions to the system. You can connect telephones and other telecommunications devices (such as fax machines and modems) to the extension jacks (either directly or through your building’s modular wall jacks). Each 206E module has a green power indicator that shows it is receiving power.

■ 400E Module is similar to the 206E module but without extension jacks. It

has four outside line jacks. Like the 200 module, this module is an inexpensive way to add lines when you do not need more extensions.

1-6

System Components

■ 206EC/400EC Modules pro vide the same capabilities as the 206E and

400E modules, respectively, but add support for Caller ID information on system display phones. To get Caller ID, first you must subscribe to the service from your local phone company (if it is available) on a per-line basis, then connect those lines associated with Caller ID to the line jacks on the 206EC and/or 400EC modules. Any users with system display phones who receive calls on Caller ID lines will get Caller ID. For more information, see ‘‘Caller ID’’.

■ 308EC Expansion Module (Release 2.0 or later) provides expanded line

and extension capability. It has jacks for three outside lines and eight extensions. Using combinations of modules, you can have a maximum of 40 extensions with 15 lines (one ACS processor module and four 308EC modules) or 19 lines with eight extensions (one ACS processor module and four 400 modules). To get Caller ID, first you must subscribe to the service from your local phone company (if it is available) on a per-line basis, then connect those lines associated with Caller ID to the line jacks on the 206EC, 308EC, and/or 400EC modules. Any users with system display phones who receive calls on Caller ID lines will get Caller ID. For more information, see ‘‘Caller ID’’.

Hereafter, references to 206 modules include 206E, 206EC, and all 206 modules used wit h previ ous rele ases of the PARTNER pr odu ct line . Simi larl y, references to 400 modules include 400E, 400EC, and all 400 modules used with previous releases of the PARTNER product line. Any 200 modules can also be used.

If you want message-waiting capability on standard phones that are equipped with LED-compatible message-waiting lights, you must connect those phones to extension jacks on a PARTNER ACS processor module, a 308EC module, or on Release 3.0 (R3.0) or later 206 modules.

Table 1-1. Summary of Module Capacities

Module Lines Extensions

308EC 3 8 200 2 0 206 2 6 400 4 0 ACS 3 8

NOTE:

Extension numbering is done dynamically. That is, when numbering extensions, the 200, 400, and PARTNER MAIL VS modules count as six extensions.

1-7

Overview

System Batteries

The system uses two user-replaceable AAA-size standard alkaline batteries in the PARTNER ACS processor module to ensure that system programming and telephone programming settings are not lost in case of a power failure. See ‘‘T roub leshooting’’ for instructions on replacing the batteries.

PC Card Slots

The PARTNER ACS processor module has two PCMCIA (Personal Computer Memory Card International Association) interface slots (hereafter referred to as PC Card slots). You can buy PC Cards to use in these slots for the following purposes:

■ Use a Backup and Restore PC Card to backup or restore telephone and

■ Upgrade from PARTNER ACS Release 1.0 to Release 1.1 or Release 2.0

system programming.

or later using a PC Upgrade card. After powering down the system, you insert the PC Upgrade Card and turn the power back on. While the system upgrades, the bicolor (red/green) power LED on the processor flashes green and red alternately. When the upgrade is finished (in about 20 seconds), the power LED becomes steady green. All of your system and extension programming will be saved and ready to work with the new release.

NOTE:

ACS Release 3.0 includes a PARTNER Remote Access PC Card which allows the user to administer the system remotely restore functions. The PARTNER Remote Access PC Card is a PCMCIA Card that can also be used to upgrade previous versions of PARTNER ACS to Release 3.0.

WARNING:

Remove all other PC Cards from the processor before initiating an upgrade.

■ Use a PC Card to store Automatic System Answer and Direct Extension

Dial messages. You can insert the card in either PC Card Slot 1 or PC Card Slot 2 of the ACS Processor Module Release 2.0 or later.

■ For PARTNER ACS Release 1.1 or later, use a PARTNER Voice

Messaging PC Card to provide messaging features (store personal

greeting and store and retrieve callers’ messages) for up to four mailboxes.

1. Additional PARTNER Remote PC-Software required.

and perform backup and

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System Components

■ For P ARTNER ACS Release 3.0 or later , a new P AR TNER Remote Access

PC Card and software give you the ability to administer the system from your PC, either remotely or locally. (The PARTNER Remote Access PC Card is a PCMCIA card.)

For information on installing PC Cards, see

Instructions

PARTNER PC Card Installation

1-9

Overview

System Capacity

The PAR TNER ACS release you have, the carrier you use, and the combination of modules installed, determine the number of available lines and extensions:

■ For PARTNER ACS Release 1.0 and 1.1, the carrier you use and the

combination of 200, 206 and 400 modules installed, determine the number of available lines and extensions. The system allows up to 15 lines and up to 32 extensions; however, these maximums cannot be achieved simultaneously.

Table 1-2. Configurations for Maximum Lines or Maximum Extensions for Release 1.0

and Release 1.1

Configuration Maximum Lines Maximum Extensions

Stand-alone PARTNER ACS processor module

(Total = 3 lines, 8 extensions)

2-Slot Carrier One PARTNER ACS processor

module One 400 module (Total = 7 lines, 8 extensions)

5-Slot Carrier One PARTNER ACS processor

module Two 206 modules Two 400 modules (Total = 15 lines, 20 extensions)

PARTNER ACS processor module (Total = 8 extensions, 3 lines)

One PARTNER ACS processor module One 206 module (Total = 14 extensions, 5 lines)

One PARTNER ACS processor module Four 206 modules (Total = 32 extensions, 11 lines)

1-10

System Components

■ For PARTNER ACS Release 2.0 or later, the system allows up to 19 lines

and up to 40 extensions; however, these maximums cannot be achieved simultaneously.

Table 1-3. Configurations for Maximum Lines or Maximum Extensions for Release 2.0 or

Later

Configuration Maximum Lines Maximum Extensions

Stand-alone PARTNER ACS processor module

(Total = 3 lines, 8 extensions)

2-Slot Carrier One PARTNER ACS processor

module One 400 module (Total = 7 lines, 8 extensions)

5-Slot Carrier One PARTNER ACS processor

module Four 400 modules (Total = 19 lines, 8 extensions)

NOTE:

If you want to install a P ARTNER Mail VS module, keep in mind that it will require one of the slots in the carrier, which reduces the system line and extension capacity.

System Mode

The system supports two modes of operation. The mode of operation determines how users access outside lines from their phones:

■

Key Mode.

calls.

Users access individual outside lines to make and receive

PARTNER ACS processor module (Total = 8 extensions, 3 lines)

One PARTNER ACS processor module One 308EC module (Total = 16 extensions, 6 lines)

One PARTNER ACS processor module Four 308EC modules (Total = 40 extensions, 15 lines)

■

Hybrid Mode.

in Key mode. However, you also can create up to four groups, or

For 2.0 or later, users can access individual outside lines as

pools,

of multiple outside lines. When the user accesses a pool to make a call, the system selects an available line from the pool. Since multiple lines are associated with the pool, the user does not know which line within the pool is being used to make the call.

System mode is determined by the configurati on of the processor module. By default, the system is configured for Key mode. Changing to Hybrid mode requires modifying the processor module.

Only Lucent Technologies Authorized Personnel

can modify the processor module to accommodate Hybrid mode.

The mode for your system must be decided upon before installation, and in the continental U.S., the mode must be registered with the Federal Communications Commission (FCC) (see ‘‘FCC Registration’’ later in this section).

1-11

Overview

Key Mode

When the system operates in Key mode, individual outside lines are assigned to

users’ extensions for making and receiving calls. At extensions with system phones, each individual line (Line 1, Line 2, Line 3, etc.) assigned to the extension is represented by its own line button. Users can press any of the available line buttons on their system phones to make outside calls. (Standard phone users must dial 9 at intercom dial tone to make an outside call since their phones do not have line buttons.)

Key mode enables users to easily join calls since each line button can be labeled using a unique line number. For example, if you are requested to join a call on Line 2, you simply press the line button labeled “Line 2.” Key mode also lets users monitor call activity using the lights next to the line button—everyone who has a specific line assigned to their extension can tell when an incoming call is ringing on that line, when a call on that line is on hold, and when that line is in use.

At installation, the system assigns outside lines to the buttons on all system phones from left to right, starting with the bottom row of buttons. On an extension basis, you can change which lines are assigned and which buttons are used to select the lines, if desired.

All extensions in a system configured for Key mode are referred to as

extensions

key

Hybrid Mode

Hybrid mode offers users flexibility in accessing outside lines from their phones. As in Key mode, individual lines can be assigned to system extensions.

pools.

Additionally, multiple outside lines can be grouped together in

main

can have up to four pools, including a pool is identified by a

Pools are represented on system phones by buttons give users access to pool is associated with only contains most of your company’s outside lines, it is associated with buttons. This setup allows the user to place a call using one of the main pool buttons, put that call on hold, and make another call using the second main pool button. Or, the user can establish a conference call using lines in the main pool. The main pool and each auxiliary pool can be assigned to an extension, for a maximum of five pool buttons.

System phone users can press any of the available pool buttons on their phones or they can enter the pool access code at intercom dial tone to make an outside call. (Standard phone users must dial 9 or enter the pool access code at intercom dial tone to access a pool since their phones do not have pool buttons.) After the user presses a pool button or enters a pool access code, the system selects a free line from the pool for the user to make the call. A user can access a pool as long as there is at least one available line in the pool.

pool access code

multiple

one

pool button. Since the main pool typically

pool and three

—880, 881, 882, and 883 respectively.

pool buttons.

lines from a single button. Each auxiliary

auxiliary

Unlike line buttons, pool

The system

pools. Each

two

pool

1-12

System Components

A major benefit of Hybrid mode is that it allows users who have system phones with fewer buttons to have access to multiple outside lines and various types of pools. You can make efficient use of outside lines by grouping those of a similar type or function together. For example, you can create an auxiliary pool of WATS or international lines and assign the pools to different groups of users.

Additionally, individual lines can be assigned to a manager’s extension so that he or she always has access to an outside line.

In Hybrid mode, extension 10

always

operates like an extension in Key mode. This means that every outside line in the system is associated with a specific line button at extension 10.

All other extensions can be set up with access to only lines, only pools, or a combination of lines and pools:

■ Those extensions that have pool buttons, even if they also have individual

line buttons, are called

■ Those extensions that have only line buttons (including extension 10) are

key extensions.

called

pooled extensions.

Key extensions cannot access pools.

If your system is configured for Hybrid mode, keep in mind:

■ A line can be assigned to only one pool.

■ Individual extensions can be restricted access to specific pools.

■ Individual lines can be assigned to an extension with pool buttons as long

as the lines are not part of any pool.

At installation, the system assigns all outside lines to the main pool and assigns the main pool to the two leftmost buttons on the bottom row of all system phones, except extension 10. If desired, you can remove some of the lines from the main pool and create auxiliary pools. Then, you can assign pools and/or individual lines on a per extension basis.

FCC Registration

In the continental U.S., your system’s mode of operation must be registered with the FCC as either KF (Key Function) for Key or MF (Multifunction) for Hybrid. If the system is registered as KF, no outside lines can be pooled; if the system is registered as MF, lines can be pooled and individual lines also can be assigned directly to line buttons.

1-13

Overview

Telephones

System Telephones

This guide refers to Lucent Technologies telephones specifically designed to work with the system as system phones. These include the PARTNER-34D, PARTNER-18D, PARTNER-18, and PARTNER-6 telephones. You can also use

MLS-34D, MLS-18D, MLS-12D, MLS-12, MLS-6, MLC-6, and the TransTalk© 9000-series wireless phones, including MDW 9000, MDW 9010, MDW 9030P and MDW 9031P. Pocketphone, although they are not discussed in this guide. For information about an MLS-model, MLC-model, or TransTalk 9000-series phone, refer to the documentation that came with the phone.

System phones have several buttons in common: volume control buttons and the

f, C, A, h,! and S buttons. In addition, each phone has

programmable buttons

numbers, outside phone numbers, or system features. Outside lines and pools, as well as some system features, require buttons with status lights. Programmable buttons without lines or pools assigned to them can be programmed with numbers or features, so you can use the feature or dial the number with one touch. The number in each PARTNER-model name indicates the number of programmable buttons with status lights and two

that can be used for outside lines, pools, extension

i buttons.

If the PAR TNER-model phone has a display , indicated by a “D” in the model name, users receive messages and prompts when making calls and when programming. (More information about the display is provided in Chapter 5.) A system display phone is

Valid system extensions depend on which release of PARTNER ACS you have. Release 1.x extensions are 10 – 41. Release 2.x or later extensions are 10 – 49. Throughout this guide, all references to “system extensions” are within these release-dependent ranges.

V alid system lines also depend on which release of PAR TNER ACS you are using. With System 1.x, system line capacities are 01 to 15. With Release 2.0 or later, system line capacities are 01 to 19. Throughout this guide, all references to “system lines” are within these release-dependent ranges.

required

for system programming.

1-14

System Components

Table 1-4 summarizes PARTNER-model system phone features.

Table 1-4. PARTNER-Model System Phones

PARTNER-34D PARTNER-18D PARTNER-18 PARTNER-6

Total Number of

32 16 16 4 Programmable Buttons with Status Lights

Total Number of

4400 Programmable Buttons without Status Lights

Key Mode Line

24 16 16 4 Button Capacity (Number of Programmable Buttons with Status Lights)

Hybrid Mode Pool Button Capacity

Line Capacity 19

5554

Intercom Buttons 2 2 2 2 Display

Speakerphone

✔✔

✔✔ ✔✔

——

1. The main pool uses two buttons.

2. The system supports a maximum of 19 line s; when the system is configured for the max imum number of lines, you can use up to 19 buttons on these phones for outside lines.

3. The system supports a maximum of 19 line s; when the system is configured for the max imum number of lines, you can use up to 16 buttons on these phones for outside lines.

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