Polycom TransTalk 9000, MLC, MLS User Manual

Download

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

e r c

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

T U

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

r c

o m

e s s

a g

a t u

r e

S p

k r

C o

n f

M ic

o l d

A B

G H

D E

P Q

R S

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

1-8

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.

1-15

Overview

Intercom Autodialers

PARTNER-model system phones support the PARTNER-CA48 Call Assistant Intercom Autodialer at extensions 10 and 11. The autodialer provides Auto Dial buttons for all of the extensions in your system. The status lights next to each button also indicate calling activity at that extension. Users can program the Auto Dial buttons for either intercom ringing, voice signaling, or manual signaling. (Note

that each user can have only one Auto Dial button—either on the system phone or on the autodialer—for another extension in the system.) The Auto Dial buttons allow the user to dial, signal, or transfer calls to system extensions with one touch. For more information about Auto Dial buttons, see ‘‘Auto Dialing’’ on page 5-17.

Standard Telephones

You can also use industry-standard single-line rotary or touch-tone telephones, including feature phones with built-in feature buttons and lights, with the system. This guide refers to such telephones as Technologies-certified standard phones are recommended.

The following Lucent Technologies phones can make use of the system’s message-waiting capability:

standard phones

. Lucent

■ 2500 YMGL Single-Line Analog Telephone Set

■ 8101 Analog Telephone

■ 8101M Analog Telephone

■ 8102 Analog Telephone

■ 8110 Analog Telephone

■ 7102 Plus Analog Voice Terminal

(This model is recommended.)

Check with your local Lucent Technologies Representative or local Authorized Dealer to find out whether other standard phones with message-waiting lights will work.

NOTE:

For message waiting capability, you must connect standard phones with LED-compatible message-waiting lights, to a PARTNER ACS processor module, 308EC module, or to Release 3.0 (R3.0) or later 206 modules. This message-waiting capability does not work with standard phones with neon-type message-waiting lights.

1-16

Auxiliary Equip men t

Auxiliary Equipment

You can connect many types of telecommunications devices to your system

without expensive adapters or additional phone lines—for example, answering machines, credit card scanners, and fax machines. Many industry-standard, single-line devices will work with the sys tem regardless, of th e manufacturer.

For more information, refer to the list in Chapter 4 or contact your Lucent Technologies Representative or local Authorized Dealer. Also, see Chapter 4 for advice on setting up auxiliary equipment to work effectively with the system.

Requirements

An industry-standard device must meet the following conditions:

■ It must be nonproprietary; that is, it cannot be made specifically for use on

a particular telephone system. (For example, you cannot connect a Lucent Technologies MERLIN LEGEND® Communication System phone because it is specifically designed for use on a MERLIN LEGEND Communication System.)

■ Its Ringer Equivalence Number (REN

REN is shown on a label on the device, usually on the bottom.)

) cannot be greater than 2.0. (The

■ You can connect a standard two-line device to the system, but for best

results it should be installed and used as if it were a single-line device.

Connecting Standard Devices

Y ou can connect a standard device so that it is on an extension by itself, or so that it shares an extension with another piece of equipment (either another standard device or a system phone) as long as the REN of the two devices together does not exceed 2.0. (System phones have 0.0 REN.) For example, you can connect a standard phone and an answering machine to the same extension. An extension with two devices connected to it is called a connect two system phones on one extension. The

Communications System Installation

combination extension

. You cannot

PARTNER Advanced

guide provides installation instructions.

1. REN is a measure of the power it takes to ring a phone. The typical home phone line

supports 4.0–5.0 RENs; each extension jack in your system handles up to 2.0 RENs.

1-17

Programming

Overview

After the system hardware is installed, you can customize the system and individual telephones. This chapter explains how to use accomplish that.

There are two types of programming:

■

System Programming

needs of your business. When the system is first installed, it uses factory settings that reflect the most commonly used options. You can change system settings as needed.

programming

allows you to customize the system to meet the

You can perform System Programming from either extension 10 or 11. Because an extension cannot be in programming mode and handle calls at the same time, consider using extension 11 for programming. Doing so gives you the ability to program without disrupting call handling by the receptionist at extension 10.

■

Telephone Programming

individual users’ needs. Individual telephones can be programmed either from extension 10 or 11 user’s extension using a system phone

A system display phone is Programming. If you have any 34-button phones in the system, you must use a 34-button display phone to program since an 18-button phone program a 34-button phone. Also, if your system has both PARTNER-model and MLS-model phones, it is recommended that you use a PARTNER-model display phone at the programming extension.

The system permits programming from a remote location using a Remote Administration Unit—see ‘‘Remote Programming’’ on page 2-25.

allows telephones to be customized to meet

(Centralized Telephone Programming),

(Extension Programming)

required

for System and Centralized Telephone

cannot

or from a

be used to

2-1

Programming

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, which can also be used to upgrade previous versions of PARTNER ACS to Rele ase 3.0.

WARNING:

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

This chapter provides general information about programming procedures. When a specific feature name is used, it is printed in bold type. For detailed descriptions and step-by-step instructions, refer to that name in Chapter 5. (A Programming Quick Reference is provided at the end of this book.)

Hardware Considerations

and perform backup and

Programming procedures use line and extension numbers. The line number represents the line jack on a 200, 206, 308EC, or 400 module or an ACS processor module to which the outside line is connected. Similarly, the extension number represents the extension jack on a 206 or 308EC module or an ACS processor module to which the system phone or standard device is connected.

For the 200 module, the system assigns two lines. For each 206 module, the system assigns two lines and six extensions; for the

308EC or ACS processor module, the system assigns three lines and eight extensions; for each 400 module, the system assigns four lines. The system numbers lines and extensions consecutively from left to right in a 2-Slot carrier, beginning with the ACS processor module in the leftmost slot; in a 5-Slot carrier, the numbering also begins with the ACS processor module (in the center slot), and then moves to the right.

Figure 2-1 shows the numbering scheme for a PARTNER ACS stand-alone configuration, for a 2-Slot carrier, and for a 5-Slot carrier, each with the system configured for maximum PARTNER ACS stand-alone configuration, for a 2-Slot carrier, and for a 5-Slot carrier, each with the system configured for maximum system can have any number of lines or extensions up to the maximum.

leftmost

module and continues consecutively from left to

lines

. Figure 2-2 shows the numberi ng scheme for a

extensions

. However, your

1. Additional PARTNER Remote PC-Software required.

2-2

Hardware Considerations

Maximum Lines

ACS

Processor

Module

2-Slot CarrierStand-Alone

ACS

Processor

Module

400

Module

L I

N E S

Line

400 Modules

L I

N E S

5-Slot Carrier

ACS

Processor

Module

L I

N E S

400 Modules

L I

121316

N E S

L I N E S

Jacks

1 2

10 11 12

13 14 15 16 17

Line

Jacks

Extension

Jacks

1 2

Line

Jacks

10 11 12

13 14

L I

6 7

Line

N E S

Jacks

L I

N E S

15 16 17

L I

N E S

Extension

Jacks

1 2

Line

Jacks

10 11 12

13 14

L I

141518

N E S

L I N E S

15 16 17

Figure 2-1. PARTNER ACS Stand-Alone, 2-Slot, and 5-Slot Syst ems Configured for

Maximum Lines (3, 7, or 19)

Maximum Extensions

Stand-Alone

ACS

Processor

Module

2 3

Line

Jacks

Extension

Jacks

2-Slot Carrier

ACS

Module

308EC

Module

Processor

Line

Jacks

Extension

Jacks

5-Slot Carrier

2 308EC

Modules

5 6

Processor

Module

8 9

ACS

2 308EC

Modules

2 3

14 15

Line

Jacks

Extension

Jacks

11 12

Figure 2-2. Stand-Alone, 2-Slot, and 5-Slot Systems Configured for Maximum Extensions (8,

16, or 40)

2-3

Programming

Initial System Setup

After the control unit is installed, you set up the system using a combination of

and

system Programming procedures are identified by a code (# and three digits); Telephone Programming procedures are identified by the feature name only.

telephone programming procedures. In this guide, System

Use the

System Planner

provide an overview explains how to use the specific procedures. Other programming procedures are optional, but are strongly recommended to make the most of your investment. (See ‘‘System Programming Options’’ and ‘‘Telephone Programming Options’’ for details.)

Setting the System Clock

After supplying power to the control unit, use the following procedures:

■ System Date (#101) to set the month and day.

■ System Day (#102) to set the day of the week.

■ System Time (#103) to set the hour and minutes.

Assigning Lines

Key Extensions

Use the procedures described in this section to assign individual lines to pooled extensions or assign lines to key extensions. (In Key mode, all extensions are Key extensions; in Hybrid mode, extension 10 and any extensions set to Key using Line Access Mode (#313) are key extensions.)

as a guide when programming. The following sections

of the procedures you use for initial system setup. Chapter 5

2-4

only

For initial setup

, use Number of Lines (#104) to specify the number of lines that will be assigned to all system extensions. Then use the following procedures as needed:

■ Dial Mode (#201) to identify any rotary lines (the default for all lines is

“touch-tone”).

■ Line Assignment (#301) to assign lines to specific extensions (if the line

was not assigned using the Number of Lines procedure), to remove lines from some extensions, or to change the button used to pick up a line at a specific extension.

■ Line Access Restriction (#302) to prevent an extension from receiving

and/or

making outside calls on specific lines.

Initial System Setup

■ Line Ringing (Centralized Telephone Programming) to specify when a line

will start ringing at each extension that has the line. For additional information about line ringing options, see ‘‘Programming a Receptionist’s Extension’’.

■ Automatic Line Selection (Centralized Telephone Programming) to

specify the order in which the system selects an available line (intercom or outside), when a user at the extension lifts the handset or presses make a call without first selecting a specific line button.

For extensions with standard phones, set Automatic Line Selection to intercom first. This enables standard phones to access system features, including intercom calling. When users lift the handsets on standard phones, they hear intercom dial tone. To access an outside line, they must

dial

Pooled Extensions (Release 2.0 or later)

Use the procedures described in this section if your system is configured for Hybrid mode to change the assignment of lines in pools and to assign auxiliary pools to or remove the main pool from pooled extensions. If a pooled extension also has an individual line, refer to ‘‘Key Extensions’’ to assign that individual line.

S to

only

For initial setup

, use Number of Lines (#104) to specify the number of lines that will be assigned to the main pool. Then, use the following procedures as needed:

■ Dial Mode (#201) to identify any rotary lines (the default for all lines is

“touch-tone”).

■ Pool Line Assignment (#207) to remove lines from the main pool and

assign lines to auxiliary pools.

■ Line Access Mode (#313) to change a specific extension’s operation from

Pooled to Key. Refer to ‘‘Key Extensions’’ to assign lines to those

extensions.

■ Pool Extension Assignment (#314) to remove the main pool, assign

auxiliary pools, or change the location of the button used to select an auxiliary pool at specific extensions. (The location of the two main pool buttons cannot be changed.)

■ Pool Access Restriction (#315) to prevent an extension from receiving

and/or making outside calls on all lines in specific pools.

■ Line Ringing (Centralized Telephone Programming) to specify when a line

or pool will start ringing at each extension that has the line or pool. By default, lines are set to Immediate Ring and pools are set to No Ring. For additional information on line ringing options, see ‘‘Programming a Receptionist’s E xtension’’.

2-5

Programming

■ Automatic Line Selection (Centralized Telephone Programming) to

specify the order in which the system selects an available line or pool, when a user at the extension lifts the handset or presses call.

For extensions with standard phones, set Automatic Line Selection to intercom first. This enables standard phones to access equipment features, including intercom calling. When users lift the handsets on standard phones, they hear intercom dial tone. To access a pool, they can dial the pool access code 880, 881, 882, or 883 or dial 9 to access the first available line or pool in the sequence.

Customizing Extensions

In addition to line or pool assignments, the following procedures can be used to customize an extension:

■ Line Coverage Extension (#208) to identify an extension as the “owner”

of a specific outside line. A user at the extension can activate Call Coverage or VMS Cover for the specified line. Use Call Coverage Rings (#116) or (#320) to specify the number of times a call should ring at the owner’s extension before it is sent to the covering extension or VMS Cover Rings (#117) or (#321) to specify the number of times a call should ring at the owner’s extension before it is sent to the owner’s voice mailbox.

S to make a

■ Caller ID Call Log Line Association (#318) to select the lines to associate

with extensions for logging unanswered calls. Users can view the Caller ID information for unanswered calls on the phone’s display panel and autodial the numbers of the unanswered calls.

■ Display Language (#303) to specify the language (English, French, or

Spanish) for messages that appear on a system display phone.

■ Automatic Extension Privacy (#304) to prevent other extensions with the

same line from joining a call at the extension. This feature is also useful for extensions connected to a modem, fax, or any device whose function can be disrupted by someone trying to join it.

■ Forced Account Code Entry (#307) to prevent the extension from making

an outside call until a required account code is entered. You can also use Forced Account Code List (#409) to create a list of valid account codes; this ensures that only authorized users with valid account codes can make outside calls.

■ Call Waiting (#316) to identify standard phone extensions that can receive

the system (not the local telephone company) call-waiting tone for a second incoming call when active on a call.

■ Outgoing Call Restriction (#401) to prevent the extension from making

all

certain types of outgoing calls (on

system lines).

2-6

Changing Settings after Installation

■ Disallowed List Assignments (#405) to assign one or more Disallowed

Phone Number Lists to the extension. Use Disallowed Phone Number Lists (#404) to create the lists of outside numbers that extensions dial.

■ Allowed List Assignments (#408) to assign one or more Allowed Phone

Number Lists to the extension. Use Allowed Phone Number Lists (#407) to create the lists of outside numbers that otherwise-restricted extensions

can

dial.

■ Pickup Group Extensions (#501), Calling Group Extensions (#502),

Night Service Group Extensions (#504), and Hunt Group Extensions (#505) to place the extension in any of these groups. See ‘‘Setting Up

Groups of Extensions’’ for more information.

■ Fax Machine Extensions (#601), Doorphone Extension (#604 and

#605), Doorphone Alert Extensions (#606), AA Extensions (#607), External Hotline (#311), or Hotline (#603) to identify the extension as one

of these equipment types. ‘‘Setting Up Auxiliary Equipment’’ provides an overview of the procedures

you use for setting up devices such as voice messaging systems and call reporting devices. Also, Chapter 4 provides detailed informatio n and example applications for auxiliary equipment.

cannot

Copy Settings

The recommended way to set up your system is to program one extension for each type of phone in the system, then use Copy Settings (#399) to program other phones of the same type. For example, you can program one P ARTNER-18D phone and then copy its settings to any other extensions that have PARTNER-18D or PARTNER-18 phones. See ‘‘Copy Settings (#399)’’ for a list of the programmed settings that are copied.

Changing Settings after Installation

As your business grows or changes, you will probably need to change the way your system was originally programmed. This section provides some examples and lists the procedures you would use to change settings after installation. For specific details on a procedure, refer to the procedure name in Chapter 5.

If you are upgrading to PARTNER ACS Release 1.1 or 2.0 or later from an earlier release using the PC Card upgrade, all of your system programming settings will be converted to work with the new release. However, you may want to consider some additional programming for the features that are new in Release 2.0 or Release 3.0.

2-7

Programming

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.

The new programmable features in Release 2.0 are:

■ Automatic System Answer Button (#111)

■ Automatic System Answer Delay (#110)

■ Automatic System Answer Lines (#204)

■ Automatic System Answer Mode (#121)

■ Automatic System Answer Record/Playback (I891)

■ Call Coverage (F20, XX, XX)

■ Call Coverage Rings (#116)

■ Caller ID Call Log Line Association (#318)

■ Caller ID Log Answered Calls (#317)

■ Direct Extension Dial Button (#113)

■ Direct Extension Dial Delay (#112)

■ Direct Extension Dial Lines (#205)

■ Direct Extension Dial Record/Playback (I892)

■ Pool Access Restriction (#315)

■ Pool Extension Assignment (#314)

■ Pool Line Assignment (#207)

■ SMDR Talk Time (#611)

■ PARTNER Voice Messaging PC Card (PARTNER ACS Release 1.1 or

later).

The new programmable features in Release 3.0 are:

■ Call Screening (F25)

■ Fax Calling Tone Detection (#505, Group 8)

■ Record-a-Call (F24)

■ Automatic Daylight/Standard Time (#126)

1. Additional PARTNER Remote PC-Software required.

2-8

Changing Settings after Installation

■ Unique Line Ringing (#209)

■ Call Coverage Rings (#320)

■ VMS Cover Rings (#321)

For more information about setting these features, see Chapter 5, ‘‘Feature Reference’’.

For more information on using the PC Card Software Upgrade, see‘‘Upgrading the P ARTNER ACS’’ in this section.

For more information on using the PARTNER Voice Messaging PC card, see

PARTNER Voice Messaging PC Card Installation, Programming and Use.

Changing the System Clock

You may need to change the system clock for daylight saving time, after a prolonged power failure, or after a system reset. Use System Date (#101), System Day (#102), and System Time (#103) to set the current date, day, and time.

Adding New Lines

Key Extensions

Use this section to add individual lines to pooled extensions or to add new lines to key extensions (all extensions in Key mode; in Hybrid mode, extension 10 and any extensions set to Key using Line Access Mode (#301) are key extensions.)

If you add an outside line to your system, you may need to adjust some line settings. In particular, use Dial Mode (#201) if the new line is a rotary line, Line Assignment (#301) to assign the line to specific extensions, Line Ringing (Centralized Telephone Programming) to specify when the line will start ringing at each extension that has the line, and Line Access Restriction (#302) to limit an

extension’s access to the line. Additionally, the system automatically assigns the new line as the last line in the Automatic Line Selection sequence. If you want to change the order, use Automatic Line Selection (Centralized Telephone Programming).

IMPORTANT:

Do not setup, because it changes Line Assignment (#301), Line Access Restriction (#302), Automatic Line Selection, and Line Ringing for existing lines back to factory settings. To add a new line without affecting other settings, use Line Assignment (#301).

use Number of Lines (#104) if you add lines to the system after initial

2-9

Programming

Pooled Extensions

Use this section to add new lines to existing pools if your system is configured for Hybrid mode. To assign a new line to a pooled extension as an individual line, follow the procedures in “Key Extensions.”

If you add an outside line to your system for use in an existing pool, use Dial Mode (#201) if the new line is a rotary line and Pool Line Assignment (#207) to add the line to an existing pool.

IMPORTANT:

Do not use Number of Lines (#104) if you add lines to the system after initial setup, because it changes Pool Line Assignment (#207), Pool Extension

Assignment (#314), Pool Access Restriction (#315), Automatic Line Selection, and Line Ringing for existing pools back to factory settings. Additionally, it changes Line Assignment (#301), Line Access Restriction (#302), Automatic Line Selection, and Line Ringing for individual lines back to

factory settings. To change pool assignments without affecting other settings, use Pool Line Assignment (#207) and Pool Extension Assignment (#314).

Adding New Pools

Use this section if your system is configured for Hybrid mode to create new pools. If you add outside lines to your system for use in a new pool, use Dial Mode (#201) if the new lines are rotary lines, Pool Line Assignment (#207) to assign lines to the new pool, Pool Extension Assignment (#314) to assign the new pool to specific extensions, Line Ringing (Centralized Telephone Programming) to specify when the new pool will start ringing at each extension that has the pool, and Pool Access Restriction (#315) to limit an extension’s access to all the lines

in the new pool. Also use Automatic Line Selection (Centralized Telephone Programming) to add the new pool to the extension’s Automatic Line Selection sequence.

Adding New Extensions

If you add an extension to your system, you can probably use Copy Settings (#399) to copy the settings of an existing extension. If you wish to further adjust a

new extension’s settings, see ‘‘Customizing E xtensions’’.

Swapping Extensions

If a user changes location, but wants to keep the same extension number, you can make the change easily by changing the connection at the control unit.

2-10

For example, if the users at extensions 29 and 32 switch offices, you can disconnect the modular plugs from those extension jacks in the control unit. Then reconnect the plug from 32 into extension jack 29 and the plug from 29 into extension jack 32. Now the users can take their respective phones to their new

Changing Settings to Support PBX or Centrex Services

locations, keep the same extension numbers, and retain the phones’ programmed settings.

Changing Settings to Support PBX or Centrex Services

This section applies only if you use PBX or Centrex services with your system. If it does not apply, go to the next section, “System Programming Op tions.”

■ PBX services are provided by a private telephone switch.

■ Centrex services are provided by your local telephone company from a

Central Office (CO) outside your premises. These services include the Centrex lines connected to your control unit modules and some set of

features—such as hold, conference, or transfer—that are available on those lines. Centrex services may be offered in your area under a different name. For specific Centrex features to be available to you, your company must subscribe to those features. For specific information about using Centrex, see the Centrex documentation provided by your local telephone company.

Some of the issues you should consider when setting up your system to work effectively behind a PBX or Centrex system are discussed below. Chapter 5 explains how to use the programming procedures discussed here.

Recall Setting

To set up your equipment to work properly with a PBX or Centrex system, first set Recall Timer Duration (#107) to match the setting used by your PBX or Centrex system (usually 800 msec, or “32”). This setting affects the length of a Recall signal sent by the control unit to access PBX or Centrex services.

Dialing Restrictions

Outgoing Call Restriction (#401) is an equipment restriction intended to limit an extension’s dialing to “inside calls only” (using the phones) or to “inside and local calls only” (allowing calls within the PBX or Centrex system and local calls outside the PBX or Centrex system). However, if users in your system use a dial-out code (9 on most PBX or Centrex systems) before dialing numbers outside the PBX or Centrex system, the equipment will not be able to prevent toll calls for extensions restricted to “inside and local calls only” [unless you use Disallowed Phone Number Lists (#404) to prevent dialing to specific classes of numbers].

i buttons on system

If your PBX or Centrex system includes dialing restrictions, use those instead of the equipment restrictions. If you have PBX or Centrex dialing restrictions on a line and also program equipment restrictions, both the PBX or Centrex system and

2-11

Programming

equipment restrictions apply. However, equipment dialing permissions will not override PBX or Centrex system restrictions.

Speed Dial and Auto Dial Numbers

When you program numbers outside the PBX or Centrex system as Speed Dial and Auto Dial numbers, include the PBX or Centrex system dial-out code (9 on most systems), followed by one or more pauses, in the stored number.

System Programming Options

This section discusses programming options that involve multiple procedures (such as dialing restrictions and auxiliary equipment settings), as well as features that can be used throughout your system (such as Speed Dialing). You can use a combination of programming procedures to set up your system to operate most

efficiently, taking into account your company’s telephone service, personnel, and equipment, as well as the special needs of particular departments. This section lists the procedures you can use. For details on using a particular procedure, refer to the procedure name in Chapter 5.

Speed Dialing

You can program up to 100 frequently dialed phone numbers—such as numbers for suppliers, repair services, customers—so that

four

them by pressing three-digit code. These are called

buttons: f (or # on a standard phone) plus a

Dialing Restrictions and Permissions

The system has several procedures for restricting telephone use, and several for overriding those restrictions. Y ou can use any combination of these procedures to design a system that meets your needs.

When a user makes a call, the system checks the number dialed against all of the dialing that apply to the extension making the call. When the number dialed passes a restriction, the system goes to the next restriction, if necessary. If Star Code Dial Delay (#410) is active, star codes are also checked against the restrictions. (Star codes, typically dialed before an outgoing call, provide special services from the local telephone company Central Office (CO); for example,

6 7 enables a dialer to block the sending of Caller ID information to the called

party.) When a user dials a star code, the system checks it against the dialing restrictions to determine whether the code is allowed. If the code is allowed, the system resets its checking procedure and checks the remaining digits that the user dialed to make sure the call is permitted. When a number violates a restriction, the call is stopped and the user hears a reorder tone (fast busy signal).

all users in the system

System Speed Dial Numbers.

can dial

2-12

System Programming Optio ns

IMPORTANT:

While procedures that restrict dialing are very effective, absolute protection against misuse cannot be guaranteed. System phones provide more protection than standard phones. Therefore, it is strongly recommended that you install system phones where restricting phone use is important.

Locking an Extension

The system offers a Station Lock feature that lets users enter a four-digit code on their telephone dialpad to lock their extensions. This helps prevent other users from making outside calls at those extensions, or from screening calls.

Restrictin g Access to Outside Lines or Pools

A user can access a line or pool either by lifting the handset, pressing the line or pool button on the phone, or dialing the Direct Line Pickup feature code or a pool access code. If you do not want a user to access a specific outside line or pool, you can use Line Access Restriction (#302) or Pool Access Restriction (#315)

to control an extension’s access to a certain line or pool (whether the line or pool is assigned to the extension or not). Table 2-1 provides examples of settings that can be used to restrict an extension’s access to specific outside lines or pools.

NOTE:

If Forced Account Code Entry (#307) is programmed for an extension, that extension is required to enter an account code before dialing an outside number—even those on the Emergency Phone Number List (#406)—on all of the lines or pools assigned to that extension. If the Forced Account Code List (#409) contains entries, the system checks the account code against the list. If the account code is on the list, line or pool access is allowed; if not, line or pool access is denied. With Release 3.0 or later, Forced Account Code extensions can dial numbers on the Emergency Phone Number List (#406) without entering an account code. Users can make 911 calls from the Forced Account Code extensions without entering the account code as long as 911 has been entered into the Emergency Phone Number List (#406).

2-13

Programming

Table 2-1. Settings that Restrict an Extension’s Access to a Specific Line

Type of Restrictions or Permissions for the Extension

Can receive and place intercom (inside) calls only

Cannot use a specific outside line or pool

Can only monitor call

Setting for Line Assignment (#301) and Pool Extension Assignment (#314)

All outside lines and pools

“not assigned” Outside line or pool “not

assigned”

Setting for Line Access Restriction (#302) an d Pool Access Restriction (#315)

“No access” for all lines and pools

“No access” for that line or pool

Outside line “assigned” “No access” for that line activity and pick up held calls on a specific line

Can only receive calls on a specific line or pool

Can only place outgoing calls on a specific line

1. If a line or pool is not assigned to the extension, a user can use Direct Line Pickup to access the line or dial the pool access code to access a line in the pool. Emergency numbers, Marked System Speed Dial numbers, Allowed Phone numbers, and numbers dialed using the System Password, override all dialing restrictions if a user has access to an outside line or p ool to place t he call. If Forced Accoun t Code Ent ry is progra mmed for an extension, the user mu st enter an account cod e bef ore acce ssin g an outsi de line or po ol. If there are entries in the Forced Account Code List, the entered account code must match an entry on that list. With Release 3.0 or later, Forced Account Code extensions can dial numbers on the Emergency Phone Number List without entering an account code. Users can make 911 calls from the Forced Acco unt C ode extensio ns w ithou t ente ring t he ac count code as long as 911 has been entered into the Emergency Phone Number List.

Outside line or pool “assigned”

Outside line or pool may be “assigned”

“Incoming only” for that line or pool

“Outgoing only” for that line or pool

Controlling Calls on Outside Lines

When an extension is allowed access to an outside line or pool, you can use the following procedures to control calling:

■ Outgoing Call Restriction (#401) defines the type of calls (inside only,

local only, or inside, local, and long-distance) that users can make from all lines or pools available at an extension. Outgoing Call Restriction Button (#114) allows the receptionist at extension 10 to quickly change an

extension’s current Outgoing Call Restriction setting.

■ Disallowed Phone Number Lists (#404) creates up to eight lists of

numbers that cannot be dialed. After creating Disallowed Phone Number Lists, use Disallowed List Assignments (#405) to assign one or more lists to a specific extension.

2-14

System Programming Optio ns

■ Night Service with System Password (#403) restricts users at extensions

in the Night Service group from dialing outside phone numbers (except Emergency numbers and Marked System Speed Dial Numbers), unless the password is entered first.

Table 2-2 provides examples of settings that can be used to restrict an extension’s dialing, once it gets an outside line or pool.

Table 2-2. Settings that Restrict an Extension’s Dialing Once It Gets an Outside Line or Pool

Type of Restrictions or Permissions for the Extension

Can place intercom and local calls only (and can

Setting for Line Assignment (#301) or Pool Extension Assignment (314)

Outside line or pool may be

“assigned”

Setting for Line Access Restriction (#302) or Pool Access Restriction (#315)

“No restriction” “Local only” Any local

Setting for Outgoing Call Restriction (#401)

Setting for Disallowed Phone Number Lists (#404)

numbers the extension should not dial

answer any call)

Can place intercom, local and long- distance calls (and can

Outside line or pool may be “assigned”

“No restriction” “No

restriction”

Any local and long-distance numbers the extension

should not dial answer any call)

1. The Disallowed List then must be assigned to the extension using Disallowed List Assignment

(#405).

2. If a line or pool is not assigned to the extension, a us er can use Direct Lin e Pickup to access the line or dial the pool access code to access a line in the pool. Emergency numbers, Marked System Speed Dial numbers, Allowed Phone numbers, and numbers dialed using the System Password override all dialing restrictions if a user has access to an outside line or pool to place the call. If Forced Account Code Entry is p r ogra mmed f or an exte nsion, the user must enter an ac co un t cod e before accessing an outside line or pool. If there are entries in the Forced Account Code List, the entered account code must match an entry on that list. With Release 3.0 or later, Forced Account Code extensions can dial numbers on the Emergency Phone Number List without entering an account code. Users ca n make 91 1 calls from the Forced Account Code exten sions without enterin g the account code as long as 911 has been entered into the Emergency Phone Number List.

2-15

Programming

Overriding Dialing Restrictions

The following programming procedures provide ways to override all dialing restrictions, provided the user has access to an outside line or pool:

■ Emergency Phone Number List (#406) defines a list of up to ten numbers

that can be dialed from any extension. A typical number is 911.

■ Marked System Speed Dial Numbers are specially identified System

Speed Dial numbers, which a user can dial by pressing standard phone) followed by a three-digit code.

■ System Password (#403) creates a password that can be entered at any

PARTNER-model or MLS-model system phone to override dialing restrictions for the duration of a call. The system password should be changed periodically to prevent unauthorized use and toll fraud.

To override all dialing restrictions except Line Access Restriction (#302), Pool

Access Restriction, and Night Service with System Password (#403), use Allowed Phone Number Lists (#407) to create up to eight lists of outside

numbers that otherwise-restricted extensions Assignments (#408) to assign one or more of the lists to an extension.

f (or # on a

can

dial. Then use Allowed List

Setting Up Groups of Extensions

You can set up four types of extension groups:

■ Pickup Group Extensions (#501) assigns extensions to one of four

Pickup Groups. A Pickup Group lets any user in the system answer outside calls for any extension in that group.

■ Calling Group Extensions (#502) assigns extensions to one of four

Calling Groups. A Calling Group lets users ring or page all extensions in that group simultaneously or transfer calls into the group. (Additionally, Simultaneous Paging lets users make announcements over the loudspeaker paging system and the speakers of idle system phones belonging to Calling Group 1.)

■ Night Service Group Extensions (#504) assigns extensions to the Night

Service Group. When Night Service is activated at extension 10, calls ring immediately at Night Service extensions regardless of how they ring at other times (only the lines assigned to an extension will ring).

■ Hunt Group Extensions (#505) assigns extensions to one of eight Hunt

Groups. (Hun t Group 7 i s used ex clusiv ely for th e voice me ssaging s ystem, and Hunt Group 8 is used exclusively for fax transfer and fax detection.) A Hunt Group lets users ring or voice signal the first available (nonbusy) extension in that group. If a ringing call is not answered, the system tries each available extension in turn until the call is answered. If a voice-signaled call is not answered, the call does not keep hunting. Also use Group Call Distribution (#206) to assign outside lines to a Hunt Group if you want outside calls to ring directly into a group.

2-16

System Programming Optio ns

Setting Up Auxiliary Equipment

The following programming procedures help you manage auxiliary equipment. See Chapter 4 for more information about auxiliary equipment configurations or refer to Chapter 5 for details on using the procedure:

■ Fax Machine Extensions (#601) identifies extensions to which fax

machines are connected.

■ The Music-on-Hold feature uses the following procedures:

— Music-on-Hold (#602) activates or deactivates the Music-on-Hold

jack on the PARTNER ACS processor module.

— When this jack is activated, an audio source is connected, and Ring

on Transfer (#1 19) is set to Not Active, callers hear recorded music or messages while being transferred.

— Music-on-Hold Volume (#614) controls the volume at which the

music plays when the Music-on-Hold jack is active. Changes to this setting affect the many features that use Music-on-Hold:

Background Music, Call Park, Call Waiting, Conference, Exclusive Hold, Hold, Transfer, and Transfer Return.

— Background Music lets users with system phones (other than the

MDC 9000 or TransTalk 9000-serie s phon es ) play the re cord ed material through their phone’s speaker when the phone is not in use.

■ Hotline (#603) identifies internal hotline extensions, so when a person lifts

the handset of the hotline phone, a predetermined

extension number

automatically rings. External Hotline (#311) identifies external hotline extensions, so when a person lifts the handset of the hotline phone, a predetermined

■ Doorphone Extension (#604 and #605) identifies extensions to which

outside phone number

is automatically dialed.

doorphones are connected. Doorphone Alert Extensions (#606) identifies extensions that signal when the doorphone button is pressed.

■ The Contact Closure Adjunct, which plugs into a jack on the PARTNER

ACS processor module and has two Contact Closures that can be used to control devices such as an electronic door lock or an alert, uses the following procedures:

— Contact Closure Group (#612) specifies which extensions can

activate one or both of the Contact Closures on the Contact Closure Adjunct.

— Contact Closure Operation Type (#613) specifies the length of

time that each Contact Closure remains active.

— Contact Closure F41 and F42 can be programmed on feature

buttons so that the Contact Closures can be activated by pressing the buttons.

2-17

Programming

■ AA Extensions (#607) identifies an extension to which an auto attendant

is connected. This lets the system notify users with display phones when they are receiving a call that has been transferred from the auto attendant. Also, Transfer Return Extension (#306) lets you identify the extension to which a call transferred by the auto attendant should be routed if the destination extension does not answer.

■ The call reporting device uses the following procedures:

— SMDR Record Type (#608) specifies the type of calls that you want

to record for call reporting—either all calls or outgoing calls only.

— SMDR Top of Page (#609) notifies the system that the printer has

been aligned to the top of a new page.

— SMDR Output Format (#610) identif ies whether a maximum of 15

digits or 24 digits is printed for dialed numbers on the call report.

— SMDR Talk Time (#611) specifies whether or not the call report

includes the Talk field, which records the time a user spends on an incoming outside call—from the time the user answers the call to the time the call is disconnected from the system.

— Account Code Entry lets users enter account codes for outside

telephone calls (incoming or outgoing); if used, the account codes are included on the call report.

■ The voice messaging system uses the following procedures:

— Hunt Group Extensions (#505) assigns the extensions associated

with the voice messaging system hardware to Hunt Group 7—the VMS Hunt Group.

— Group Call Distribution (#206) assigns lines to the VMS Hunt

Group so calls can ring directly into the voice messaging system and receive Automated Attendant Service.

— Line Coverage Extension (#208) identifies an extension as the

owner of a specific outside line so calls on that line can ring directly into the owner’s voice mailbox when either Automatic VMS Cover (#310) or VMS Cover (F15) is on at the owner’s extension.

— VMS Hunt Delay (#506) determines when outside calls should be

answered by the Automated Attendant Service of the voice messaging system. The system allows you to assign the number of rings (0-6).

— VMS Hunt Schedule (#507) determines when outside calls should

ring the VMS Hunt Group (always, day only, or night only) depending on the status of the Night Service Button (#503) at e xtension 10.

— Automatic VMS Cover (#310) determines whether or not an

extension’s unanswered intercom and transferred calls and outside calls on lines assigned ownership are automatically covered by the voice messaging system.

2-18

System Programming Optio ns

— Call Coverage Rings (#116 in Release 2.0 or #320 in Release

3.0) specifies the number of times intercom or transferred calls or

outside calls on lines assigned ownership ring at extensions before they are sent to the covering extension.

— VMS Cover Rings (#117 in Release 2.0 or #321 in Release 3.0)

specifies the number of times intercom and transferred calls or outside calls on lines assigned ownership ring at extensions before they are sent to the voice messaging system.

— Transfer Return Extension (#306) identifies the extension to which

a call transferred by the voice messaging system should be routed if the destination extension does not answer and does not have voice mail coverage active. (The transfer return extension for the voice messaging system is typically extension 10.)

NOTE:

If an extension has VMS Cover and Call Coverage active, intercom and transferred calls and outside calls on lines assigned ownership ring at the covering extension after the specified number of Call Coverage Rings (#116) or (#320). Then:

■ If the covering extension does not answer, the call is routed after the

specified number of VMS Cover Rings (#117) or (#321) to the voice mailbox of the extension that activated Call Coverage.

■ If the covering extension has Do Not Disturb active, the call is immediately

routed to the voice mailbox of the extension that activated Call Coverage.

Backup and Restore Features

The PARTNER ACS processor module has two PC Card slots. These slots function similarly to a floppy drive on a PC, in that information can be added to the system or copied from the system using a PC Card inserted in one of the slots. To use the optional Backup and Restore features of the system, you must purchase a Backup/Restore PC Card from Lucent Te chnologies. Only these Lucent Technologies PC Cards can be used in the PARTNER ACS processor module. The same PC Card stores both automatic and manual backups separately.

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.

and perform backup and

WARNING:

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

1. Additional PARTNER Remote PC-Software required.

2-19

Programming

Backup Programming—Automatic (#123) enables you to specify whether

automatic backups should be performed or not. If you set this feature to “Active,” your system and telephone programming settings are backed up to the PC Card automatically at 2:00 a.m. on the first day of each month. The PC Card must be present in the PC Card slot for the backup to take place.

Backup Programming—Manual (#124) enables you to initiate a backup of your system and telephone programming settings whenever you feel that it is necessary. It is recommended that a backup be performed after any change to the system or telephone programming.

Restore Programming (#125) copies either the manual or the automatic backup data stored on a PC Card back to the system, thereby enabling you to restore settings to their status at the time of the last automatic or manual backup.

Hospitality Features

The following hospitality features are for special applications, such as the Bed-and-Breakfast and Hotel/Motel industries. With both features, the receptionist at extension 10 optionally can use the Intercom Autodialer to specify an extension.

■ Outgoing Call Restriction Button (#114) lets you program a button on

the system phone at extension 10 to change an extension’s current Outgoing Call Restriction setting mode. For example, after a guest’s departure, a hotel manager can change the No Restriction setting of the guest room phone to Inside Only so outside calls cannot be made from the phone after the guest checks out.

■ Wake Up Service Button (#115) lets you program a button on the system

phone at extension 10 to be used for scheduling wake up (or reminder) calls for system extensions. When a wake up call is scheduled, the system makes an intercom call to the target extension at the scheduled time. If the first call is not answered or the called extension is busy, the system makes a second attempt five minutes later.

Using System Programming

System Programming changes settings for the system as a whole, or for individual lines, pools, or extensions. You can also use System Programming to set up dialing restrictions, define groups, or set up auxiliary equipment. Refer to the filled-out

System Planner

that any changes in programming are recorded there.

when you are changing system settings, and be sure

without

entering System Programmi ng

2-20

Using System Programming

Programming Overlays

System Programming requires a Programming Overlay placed over the dialpad of the system display phone at extension 10 or 11. (Overlays are provided with the system documentation. Replacements can be ordered from the Lucent Technologies BCS Publications Center. See "Reference Materials" under "Product Ordering Information" on page B-4.) Figure 2-3 on page 2-22 illustrates the Programming Overlays for the PARTNER-34D and PARTNER-18D phones.

During System Programming, the normal functions of several buttons on the display phone at extension 10 or 11 change. For example, the left becomes Programming Overlay identifies these buttons.

You use the following special buttons while programming:

s and the right i button becomes c. The

■ N and P cycle forward and backward through the

programming procedures. Y ou can use these buttons to select a procedure.

i button

(If a procedure instructs you to press

N P, pressing

these buttons one after the other enables you to repeat the current programming procedure.)

■ n and p cycle forward and backward through a procedure’s

parameters. A parameter is typically an outside line, a pool, an extension, or a telephone list entry.

■ D and d cycle forward and backward through the valid

entries. These buttons work only for fixed data, such as a line or extension number. They do not work for variable data such as date, time, password, telephone numbers, or doorphone assignments.

■ r returns the current setting to the factory setting. When using Line

Assignment (#301), removes lines from an extension; when using Pool Extension Assignment (#314), removes pools from an extension.

■ e ends an entry of variable length, such as a telephone number in an

Allowed Phone Number List.

■ s starts the System Programming process.

■ c starts the Centralized Telephone Programming process (to

customize individual telephones centrally from extension 10 or 11).

■ f when followed by 0 0, enters or exits programming mode.

■ w enters a “wildcard” (a character that matches any digit dialed) in

telephone numbers in Allowed Phone Number Lists (#407), Disallowed Phone Number Lists (#404), and the Forced Account Code List (#409).

2-21

Programming

System

Program

Procedure

Central

Tel Program

Feature

PARTNER–34D

Wild

Next Item

Prev Item

Next Data

Prev Data

Procedure

System

Program

Remove

Feature

Enter

Next Item

Prev Item

Central

Tel Program

Message

Next Data

Prev Data

Remove

Enter

Message

Wild

PARTNER–18D

Figure 2-3. Programming Overlays for PARTNER-Model Phones

Button Locations

When programming from a PARTNER-model phone at extension 10 or 11, keep in mind that the button you press at the programming extension may be in a different location on the phone to which the programming applies. Figure 2-4 on page 2-24 shows the relative location of buttons on each PARTNER-model phone.

2-22

Using System Programming

For example, the button labeled E on the PARTNER-34D phone in Figure 2-4 is in the bottom row. The equivalent button on the PARTNER-18D phone is in the leftmost position of the second row from the bottom. If your system has a mix of PARTNER- and MLS-model phones, refer to Appendix E for information about programming from a PARTNER-model phone to an MLS-model phone or from an MLS-model phone to a PARTNER-model phone.

Programming Mode

1. Place the Programming Overlay over the dialpad of the system display phone at extension 10 or 11—see ‘ ‘Programming Overlays’’ for more information.

2. To enter programming mode, press following appears:

PROGRAM EXTENSION 10

(If you are programming from extension 11, “11" displays instead of “10.”)

3. Press

4. Press

5. Specify a programming procedure in one of two ways:

s. A display similar to the following appears:

10 Enter Extension Name

This display is for the Extension Name Display feature. When you are entering System Programming mode, skip it by moving on to Step 4.

s again. A display similar to the following appears:

SYSTEM PROGRAM

■

Direct Method

Programming procedures in this guide are identified by a # and a three-digit code (for example, System Date is #101). This method is best when you are using only a few procedures during a programming session and you know the codes.

■

Cycle Method

N and P to cycle forward and backward

Press through the programming procedures. This method is best when you are using multiple procedures during a programming session, or if you do not know the codes.

: Dial the code for that procedure. System

: Cycle through the procedures in numerical order.

f 0 0. A display similar to the

6. To exit programming mode, you can press off-hook, then place it back in the cradle.

NOTE:

You can talk on the phone while you program. This is useful if you call for support while programming. However, you must call before you enter programming mode, and you must use the handset to talk, not the speaker and microphone.

f 0 0 or lift the handset

2-23

Programming

PARTNER-34D Phone

QRS T

MN O P

AB C D

Intercom Intercom

Ext.

PARTNER-18D/18 Phone

KLIJ

Message

QR S T

MN O P

IJKL

EFGH

Intercom Intercom

BCD

Ext.

Message

PARTNER-6 Phone

Intercom Intercom

MessageExt.

Figure 2-4. Button Locations on PARTNER-Model Phones

2-24

Upgrading the PARTNER ACS

Changing Programming Type

When you are in programming mode, you can move between System Programming and Centralized T elephone Programming. To change to Centralized Telephone Programming when you are in System Programming, press

c. To move back to System Programming when you are in Centralized

Telephone Programming, press

Remote Programming

The system permits programming from a remote location using an auxiliary device called the Remote Administration Unit (RAU). Remote programming requires the

installation of two RAUs—one at your site and one at the location from which the programming is to be done. Users of Partner ACS Release 3.0 can also perform Remote Programming using Partner ACS Remote Administration software which is available separately. For more information about remote programming, see the

PARTNER Communications System Remote Administration Unit Installation and

guide.

Use

c then s.

Upgrading the PARTNER ACS

If you are upgrading to a later release of PARTNER ACS using a PC card, please refer to the instructions.

PARTNER Advanced Communications System Installation

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.

Telephone Programming Options

System telephones are ready to use when they are installed, but they can be customized to meet the needs of your business and individual users. This customization is accomplished through

and perform backup and

Telephone Programming

guide for

1. Additional PARTNER Remote PC-Software required.

2-25

Programming

Automatic Line Selection

When a user lifts the telephone’s handset or presses S, the system chooses an idle line or pool. Automatic Line Selection determines the order in which the system looks for an idle line or pool. You can set the system to look for lines or pools in any desired order. For standard phones or for any phone used mainly to call other extensions, select an inside (intercom) line first.

Extension Name on Display

With Extension Name Display, users can assign a name (up to 20 characters long) to their extension. Then, when those users make an intercom call, group call, or transfer a call, their name and extension number appears on the display phone receiving the call. Similarly, users receiving a transfer return call see the name and extension number of the person assigned to the extension that did not answer the transferred call.

Line Ringing

Line Ringing defines when each outside line or pool rings at a phone. For each line or pool at an extension, you can specify Immediate Ring, Delayed Ring (phone rings after a 20-second delay), or No Ring. The factory setting for line buttons is Immediate ring; the factory setting for pool buttons is No Ring.

Personal Speed Dialing

Personal Speed Dial numbers are outside phone numbers that a user dials by pressing Speed Dial numbers, which are available to all users in the system, Personal Speed Dial numbers are available programmed. Users can store up to 20 Personal Speed Dial numbers.

f (or # on a standard phone) plus a two-digit code. Unlike System

Programming Telephone Buttons

T elephone buttons without lines or pools assigned to them can be programmed for system features such as Exclusive Hold or Conference Drop or for telephone numbers, so you can use the feature or dial the phone number with one touch. Once programmed, these buttons are called pressing the button automatically dials the feature code or telephone number.

A user who has a system phone with programmable buttons should consider programming them with a combination of frequently used features and outside and intercom telephone numbers.

only

at the extension for which they are

Auto Dial buttons

, because simply

2-26

Telephone Programming Options

Programming a Receptionist’s Extension

Call Handling Options

If you set up a centralized telephone answering position at extension 10, use the following settings to customize it:

■

Call Answering.

Assignment (#301) to assign all lines to extension 10. Set Line Ringing

for all lines at extension 10 to the desired number of Ring; set the lines

assigned at each user’s extension to Delayed Ring or No Ring. In Hybrid mode, Immediate Call Answering is the factory setting. (Lines are

assigned as individual line buttons on the phone at extension 10 and all pool buttons assigned to users’ extensions are set to No Ring.)

■

Backup Call Answering.

when a user does not pick up

10 to Delayed Ring; set the lines or pools assigned at each user’s extension to Immediate Ring.

■

No Answering.

all, either set Line Ringing for those lines at extension 10 to No Ring or simply use Line Assignment (#301) to remove those lines from extension

10. In either case, set Line Access Restriction (#302) to No Access for those lines at extension 10 to prevent the receptionist from using Direct Line Pickup to access those lines.

If the receptionist should answer

If some lines should not be picked up by the receptionist at

all calls

, use Line

If the receptionist should answer some lines

, set Line Ringing for those lines at extension

only

Backup Answering Options

To assist the receptionist in handling calls, consider the following features:

■ Automatic System Answer. Useful during peak calling periods to answer

outside calls while the receptionist is busy on other calls. When activated, this feature answers incoming calls after a specified number of rings and plays a customized greeting. Then, depending on how Automatic System Answer Mode (#121) is programmed, the system either:

— places the call on hold at extension 10 (the light next to the line

button winks green at extension 10 and winks red at all other extensions that have the line); the outside caller hears Music-on-Hold, if it is available.

— continues to ring all extensions that have access to the line (the

green light next to the line button at those extensions flash); the outside caller hears Music-on-Hold, if it is available.

— disconnects the call.

The first two options provide audible and/or visual indication of incoming calls waiting to be answered.

2-27

Programming

The third option is not applicable as a backup answering feature; however, it is useful for making brief announcements such as temporary closings or hours of business.

■ Direct Extension Dial. Useful for routing outside callers directly to a

specific extension or Hunt Group. When activated, this feature answers incoming calls after a specified number of rings and plays a customized message prompting the caller to dial the digits of the designated extension or hunt group.

■ Call Forwarding/Call Follow-Me. Useful when a receptionist leaves the

desk for any period of time. Calls can be forwarded to a backup answering extension.

■ Call Coverage. Useful when users are unable to answer their calls and

want them answered by someone else.

2-28

Telephone Programming Options

Alternatively, you can install a voice messaging system to provide an automated backup answering position. Useful when the receptionist is busy on calls, away from the desk, or at night, the voice messaging system answers incoming calls after a specified number of rings, plays a customized greeting, requests callers to enter an extension number, and transfers the caller to the appropriate extension. If no one answers at the destination extension, the caller can leave a personal

message in that extension’s mailbox.

Button Programming

The PARTNER-34D phone shown in Figure 2-5 illustrates the following programmed buttons in addition to some other system features:

■

Extension Numbers.

through 28. The receptionist can use these buttons to dial or transfer calls to the extensions with one touch. In addition, the lights of these Auto Dial buttons show the status of the extension, so the receptionist can tell whether the phone at the extension is idle ( calling the receptionist ( signaling the receptioni st receptionist transferred a call (

Auto Dial buttons are programmed for extensions 11

green flash)

(green flutter),

green flutter

no lights on),

, sending coverage calls to or manually

or ringing back after the

busy (

red on

■

Manual Signaling.

A Manual Signaling button (labeled MS-Bill) is programmed to signal the target extension. When the button is pressed, the user at the target extension will hear a tone for as long as the button is pressed. This feature is typically used by a receptionist to alert the boss to an important incoming call when the boss is already on a call. The lights of a Manual Signaling button work like an Auto Dial button to show the status of the target extension. Additionally, a Manual Signaling button can be used to place intercom calls. (Manual Signaling applies only to system phones.) See "Manual Signaling (F13XX or F13*XX )" for more information.

NOTE:

You can have only one button for a target extension per extension. The button can be programmed as a Manual Signaling button or as an Auto Dial button for intercom ringing or voice signaling.

■

Fax Management.

A button (labeled Fax-30) is programmed as a Fax Management button for the fax machine connected to extension 30. The lights next to the button show what is happening at the fax machine (for example,

red broken flutter

indicates that the fax machine is not responding—for example when it is out of paper). (For more information, see ‘‘Using the Fax Mana gement Feature’’.)

2-29

Programming

PARTNER-34D Phone

Line/ Programmable Buttons

Any unused line button is programmable

Intercom Intercom

Ext.

Message

Figure 2-5. Button Programming for Receptionist’s Phone

Alternatively, the receptionist can use an Intercom Autodialer for the extensions the receptionist dials most frequently. This leaves buttons on the phone free for more features and phone numbers.

Using Telephone Programming

There are two ways to program a telephone: from extension 10 or 11 (see below) and own extension (see ‘‘Using Extension Programming’’ on p age 2-33).

Telephone Models

Figure 2-6 illustrates a PARTNER-18D set up as a key extension and Figure 2-7 illustrates a PARTNER-6 phone set up as a pooled extension. As you program

buttons, mark their functions on the phone’s labeling sheet (see the examples in Figure 2-6 and Figure 2-7).

NOTE:

A PARTNER-6 phone only has four buttons available for lines for lines or pools. If four lines are assigned, it has no programmable buttons. If the main pool is assigned, it has two programmable buttons. The MDW 9000 phones look just like a PARTNER-6 phone when you program them centrally.

Centralized Telephone Programming

Extension Programming

from a user’s

2-30

Using Telephone Programming

PARTNER-18D phone

Message

Any unused line button is programmable

Intercom Intercom

Ext.

Figure 2-6. Example of PARTNER-18D Phone as a Key Extension

PARTNER-6 phone

Intercom Intercom

MessageExt.

Figure 2-7. Example of PARTNER-6 Phone as a Pooled Extension

Using Centralized Telephone Programming

Use Centralized Telephone Programming to program features or store telephone numbers for individual extensions from extension 10 or 11.

All features that can be programmed at an extension can also be programmed using Centralized Telephone Programming. Most features also can be

programmed on a system phone at the user’s extension. Keep in mind the following exceptions:

■ Automatic Line Selection, Line Ringing, and Call Screening (F25)

always must be programmed using Centralized Telephone Programming.

■ If a user has a standard phone, all features for the extension must be

programmed by using Centralized Telephone Programming.

■ If a user has a non-display system phone, Extension Name Display for

the extension can be programmed only by using Centralized Telephone Programming. As a matter of convenience, users may want to program all features for these phones using Centralized Telephone Programming.

2-31

Programming

During Centralized Telephone Programming, the display phone at extension 10 or 1 1 takes on the characteristics of the telephone being programmed, including any System Programming settings and lines assigned to the phone. If you have any 34-button phones in the system, you must use a 34-button display phone to program since an 18-button phone Also, if your system has both PARTNER-model and MLS-model phones, it is recommended that you use a PARTNER-model display phone at the programming extension.

To program a phone from extension 10 or 11, use the following procedure:

cannot

1. Place the Programming Overlay over the dialpad of the system display phone at extension 10 or 11—see ‘ ‘Programming Overlays’’ on page 2-21 for more information.

2. To start programming:

be used to program a 34-button phone.

a. Press

b. Press

c. Press

d. Press

3. Dial the extension number of the telephone to be programmed.

f 0 0. A display similar to the following appears:

PROGRAM EXTENSION 10

(If you are programming from extension 11, “11" displays instead of “10.”)

s. A display similar to the following appears:

10 Enter Extension Name

This display is for the Extension Name Display feature. When you are entering Centralized Telephone Programming mode, skip it by moving on to Step 2c.

s again. The display reads:

SYSTEM PROGRAM

c. A display similar to the following appears:

CENTRAL TELEPHONE PROG Extension:

The green lights next to buttons on which lines or pools are assigned show the current Line Ringing settings; remaining buttons can be programmed with telephone numbers, extension numbers, or system features.

4. At this point, program the features that must use Centralized Telephone Programming.

2-32

all phones

For

■ Use Automatic Line Selection to change the order in which the

telephone selects a line or pool when the user picks up the handset. (If you want to change Automatic Line Selection for an extension, you must do so immediately after you enter programming mode and dial the extension number.)

, these features must now be programmed:

Using Telephone Programming

■ Use Extension Name Display to assign a user’s name to the

extension. See Chapter 5 for the character codes. (Like Automatic Line Selection, this procedure must be done immediately after you enter programming mode and dial the extension number. If you want to change both Automatic Line Selection and Extension Name Display, first change Automatic Line Selection, then press

c, redial the extension number, then use Extension

Name Display.)

■ Use Line Ringing to change the ringing for an individual line or

pool.

standard phones

For features.

non-display system phones

For extension features at this point.

To erase the current programming from a button, press the button, then

press

5. To change the settings for another extension, press the new extension number.

6. To exit programming mode, you can press off-hook, then place it back in the cradle.

Changing Programming Type

When you are in programming mode, you can move between System Programming and Centralized Telephone Programming. To change to System Programming when you are in Centralized Telephone Programming, press

c then s. To move back to Centralized Telephone

Programming when you are in System Programming, press

Using Extension Programming

, you must now also program all other extension

, you may also want to program all

c, then dial

f 0 0, or lift the handset

Users can program features or store numbers on buttons from their own phones using Extension Programming. Keep in mind the following exceptions:

■ Automatic Line Selection, Line Ringing, and Call Screening (F25)

always must be programmed using Centralized Telephone Programming.

■ If a user has a standard phone, Personal Speed Dial Numbers for the

extension can be programmed only by using Centralized Telephone Programming.

■ If a user has a standard phone or a non-display system phone, Extension

Name Display for the extension can be programmed only by using

Centralized Telephone Programming.

2-33

Programming

To program at the extension, use the following procedure:

1. To start programming, dial

The green lights next to buttons on which lines or pools are assigned for the extension show the current Line Ringing settings. Remaining buttons can be programmed with telephone numbers, extension numbers, or system features.

2. To assign a name to the extension, press left i, then enter the character codes. See ‘‘Extension Name Display’’ for the codes.

3. Program Personal Speed Dial Numbers, Auto Dial n umb er s, or sys tem features as described in Chapter 5.

To erase the current programming from a button, press the button, then

press

4. To exit programming mode, you can press off-hook, then place it back in the cradle.

f 0 0.

f 0 0, or lift the handset

2-34

Learning About T elephones

This chapter explains how system and standard phones work with the system, as well as combination extensions where more than one phone or standard device is installed. In addition, basic call handling features and dial-code features are listed at the end of this chapter. See the feature name in Chapter 5 for details about a specific feature.

System Telephones

PARTNER-model phones have several buttons and indicators in common. The following pages explain where they are and how they work. For information about an MLC-6, MLS-model, or TransTalk 9000-series phone, refer to the documentation that came with the phone.

3-1

Learning About Telephones

Buttons and Indicators

Feature

–

Conf

Mic/ HFAI

Transfr

HoldSpkr

PARTNER-34D

Intercom

Mic/ HFAI

Ext.

Feature

–

Conf

Transfr

HoldSpkr

Intercom

Display Programmable Buttons

(4 without lights)

Line/Programmable

(32 with lights)

Buttons Intercom Buttons

Message

ABC2DEF

JKL5MNO

GHI

PQRS

TUV8WXYZ

Message Light

Pull-Out Tray for Quick Reference Cards (all PARTNER models)

(2)

Figure 3-1. PARTNER-34D Phone

The following buttons and indicators appear on system phones:

Display. (PARTNER-34D and PARTNER-18D only) Shows date, d ay, and time when the phone

is idle, number dialed when placing a call, extension number (and name if programmed) calling you or transferring a call to you, and duration while a call is in progress. When programming, shows settings, options, and prompts.

To adjust the display contrast on the PARTNER-34D and PARTNER-18D phones, press * then to decrease the bright ness or + to increase the brightness, while the phone is idle and the handset is in the cradle.

Line/Programmable Buttons. Used for indiv idu al outs id e li ne s or (if no line is assig ned on a

button) for programming te lephone or e xtension num bers, or oth er system fea tures (suc h as Last Number Redial). W hen a line is a ssign ed, pre ss t he lin e butt on to ma ke a call on th at spe cific line (lights show status of line). When a number feature is programmed, press the button to dial the number or use the feature. The PARTNER-34D has 36 progra mmable button s (32 with lights and 4 without lights); the PARTNER-18D has 20 programmable buttons (16 with lights and 4 without lights); the PARTNER-18 has 16 programmable buttons (all with lights); the PARTNER-6 has 4 programmable buttons (all with lights).

Intercom Buttons. Press to make (or answer) a call to (or form) another extension in the

system.

Feature. Press to change programmed settings or use system features. Conf. Press to add other parties to your call. Transfr. Press to pass a call to another extension. Hold. Press to put a call on hold.

3-2

System Telephones

PARTNER-18D

Intercom

Mic/ HFAI

Spkr

PARTNER-6

Line/Programmable Buttons

(4)

Intercom Intercom

Message

Ext.

Feat

–

Conf

Transfr

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

Intercom Buttons Message Light

Spkr

Mic/ HFAI

Hold

–

Feat

Conf

Transfr

(2)

Spkr

Mic/ HFAI

Hold

PARTNER-18

Display

Programmable Buttons

(4 without lights)

Line/Programmable Buttons

(16 with lights)

Message

Ext.

Intercom

ABC2DEF

Feature

–

Conf

Transfr

Hold

JKL5MNO

GHI

TUV8WXYZ

PQRS

Intercom Buttons

Message Light

Mic/ HFAI

(2)

Intercom

Feature

–

Conf

–

Conf

Mic/

Transfr

HFAI

Hold

Spkr

Message

Ext.

ABC2DEF

JKL5MNO

GHI

TUV8WXYZ

PQRS

Transfr

HoldSpkr

Figure 3-2. PARTNER-6, PARTNER-18, and PARTNER-18D Phones

Spkr

. Press to turn on and off the speaker and microphone (if available), so you can dial and

have a conversation without lifting the handset. The light next to this button shows when the speaker is turned on.

Mic/HFAI. Press to turn the micr ophone on and of f. The l ight n ext to t his bu tton s hows w hen th e

microphone is turned on. Leave on to use Hands-Free Answer on Intercom (HFAI) feature.

V olume Control Buttons. Press - to decrease or + to increase the volume as follows:

■ To adjust ringer volume, press while the phone is idle and the handset is in

the cradle.

■ To adjust speaker volume, press while listening to a call through the

speaker.

■ To adjust handset volume, press while listening through the handset.

■ To adjust background music volume, press while listening to music through

the phone’s speaker.

3-3

Learning About Telephones

Lights

Each line or pool button has a green light and a red light. The meaning of these lights varies, depending on whether the button is used to access an outside line or pool, is programmed with a system feature, or is programmed for Auto Dialing an extension number (Intercom Auto Dial button). (Auto Dial buttons for fax

extensions show additional information; these “Fax Management” buttons are described in Chapt er 4. When a phone is in programming mode, the lights show information about programmed settings; see Chapter 2 for details.)

T able 3-1 shows the meanings of the various light patterns for each possible button assignment.

Table 3-1. Light Patterns for System Phones

Light Pattern Line Button Pool Button Feature Button

Intercom Auto Dial Button

Steady On Line is in use.

Green means y ou are using the line; red means someone at another extension is using the line.

Off

(steady off)

(long on, long off)

Flash

Alternating Red/Green

(red on, green on,

Flash

red on, green on)

Line is idle (not being used).

A call is ringing on the line. Green flash means a call is ringing at your extension. Red flash means a call is ringing on the line, but not at your extension.

Alternating green and red flash appears at both extensions in a joined call, a nd at any extension connected in a conference call. Also for Call Screening and Record-a-Call.

— Green means

— Feature1 is off. Extension

— A user is entering

— Also for Call

feature

a four-digit code to lock or unlock his or her extension.

Screening and Record-a-Call.

is on.

Red means the extension programmed on the button is busy (making or answering a call).

programmed on the button is idle (not being used).

Green flash means someone at the extension programmed on the button is calling you.

—

3-4

System Telephones

Table 3-1. Light Patterns for System Phones — Continued

Light Pattern Line Button Pool Button Feature Button

Wink

(long on, short off)

A call on the line is either on hold or parked. Green wink means the call is on hold or parked at your extension. Red wink means the call is on hold or parked at another extension. (Anyone who has the line can retrieve the held call.)

Green wink means the call is either on hold or parked at your extension. (Anyone who has the line can retrieve the held call.)

——

Intercom Auto Dial Button

Green Flutter

(short on,

short off)

Red Broken Flutter

(short

on/off, long off)

1. Applies to Caller ID N ame D is pl ay, D o Not D i stu rb, N i ght Serv ic e, Ou tgo ing C al l Res tri cti on Butto n, Privacy, Voice Interrupt on Busy Ta lk-Back, and VM S Cover, all of which requ ire program ming on a butt on with light s. Can also apply to Accoun t Code Entry, Background Mu sic, and Call Forwardi ng/Call Follow-Me, if any of them are programmed on a button with lights. (For more information about programming these features, see

A call is on exclusive hold at your extension (and can only be retrieved from your extension).

— — — Fax Managem ent

A call on a line in the pool is on exclusive hold at your extension and can be retrieved only from your extension.

Caller ID Inspect is on, a Wake Up Service call is being scheduled from extension 10.

A call transferred to the extension programmed on the button is now returning to your phone or you are being manually signaled by the extension.

only—the f ax extension is not answering calls (may be out of paper).

Chapter 5.)

3-5

Learning About Telephones

Ringing Patterns

System phones have these ringing patterns:

Dial Tones

■ An outside call will

ring... ring... ring.

[Release 3.0 or later, see "Unique Line

Ringing (#209)-Release 3.0 or Later"].

■ An intercom call will

ring BEEP... ring BEEP... ring BEEP

. If you have a

system display phone, the caller’s extension number (and name if programmed) will show on the display.

■ A transferred call, or an unanswered transferred or parked call that is

ringing back at your extension, will

ring BEEP BEEP.

[Release 3.0 or later, see "Unique Line Ringin g

ring BEEP BEEP... ring BEEP BEEP...

(#209)-Release 3.0 or Later".]

NOTE:

If you use the system with PBX or Centrex lines, the PBX/Centrex distinctive ringing patterns are not passed to phones. Phones use the ringing patterns described here instead.

You will encounter two different dial tones when calling with a system phone:

■

Outside dial tone

is generated by your local phone company to indicate

that you are connected with an outside line.

■

Intercom dial tone

is generated by the system to indicate that you are connected with an inside line. You hear this dial tone when you are making an inside, or

intercom

, call.

To hear the difference between the two types of dial tones on a system phone, press a line or pool button. The dial tone you hear is an outside dial tone. To hear an intercom dial tone, press

Using the Handset, Speaker, and Microphone

Every PARTNER-model and MLS-model system phone except the MLS-6 has a speaker and a microphone, which you can turn on by pressing you can turn just the microphone on and off by pressing light next to

! is on, the microphone is on.

If you prefer to dial and conduct calls without lifting the handset, you can use the speaker and the microphone instead. Use these techniques to make calls with the speaker and the microphone:

■ To make a call without lifting the handset, press S to get a dial tone;

then dial the number and you will hear the call ringing. When the other party answers, you can talk without lifting the handset.

3-6

S. In addition,

!. When the green

System Telephones

■ If you are already on a call, you can switch from the handset to the speaker

and microphone by pressing if you are using the speaker and microphone and want to switch to the handset, lift the handset and the speaker and microphone will turn off.

■ To turn off the microphone when you are using the speaker, press!.

mute

This will

■ Use the Hands-Free Answer on Intercom (HFAI) feature to answer

voice-signaled

your voice so the other party cannot hear you.

calls without lifting the handset (see below).

Hands-Free Answer on Intercom (HFAI)

S and hanging up the handset. Conversely ,

When you receive a indicate that your speaker has been turned on automatically, and you hear the

caller’s voice over your phone’s speaker. If you leave your microphone on all the time, you can start talking when you hear the caller, without lifting the handset. This feature is called

Any user in the system can make a voice-signaled call to an idle system phone by pressing

i* then dialing an extension number or pressing an Auto Dial

button programmed for voice signaling. (You can make a voice-signaled call either a system phone or a standard phone. However, if you try to make a voice-signaled call

phone, it will ring.)

1. The HFAI feature can be turned on or off only when your phone is idle. Muting your voice while you are on a call only turns off the microphone for the duration of the call.

2. If HFAI is on and you are already on a call, you will not receive any voicesignaled calls to your extension—they will ring instead.

3. If you make a voice-signaled intercom call to a in a voice interrupt on busy call to that extension. See ‘‘V oice Interrupt on

Busy Calls’’ for more information.

Voice Interrupt on Busy Calls

voice-signaled

Hands-Free Answer on Intercom

intercom call, your phone beeps once to

a standard phone or an MLC-6 or TransTalk 9000-series

busy

extension, it may result

from

A voice interrupt on busy call is a special intercom call that lets you interrupt and speak to another user who is busy on a call and who has the Voice Interrupt On Busy(#312) feature activated. When you use Voice Interrupt on Busy, the interrupted user hears two beeps before hearing your voice. Be aware that the third party to whom the interrupted user is speaking will probably hear the two beeps and the faint sound of your voice. Therefore, the message you deliver with the interruption should be brief and discreet. If the interrupted user wants to

answer you, he or she can press a programmed Talk-Back button—the interrupted user’s response cannot be heard by the third party in this case.

3-7

Learning About Telephones

Speakerphone Performance Tips

The speaker on your system phone has a sensitive sound-activated switch. Room acoustics and background noise can affect the proper operation of the speakerphone. To ensure that your speakerphone works effectively, follow these guidelines:

■ Avoid placing your phone in areas with high background noise caused by

sources such as motor vehicles, manufacturing equipment, loud voices, radios, printers, copiers, typewriters, other noisy office equipment, and heater and air conditioning fans.

■ Avoid talking before the other person is finished speaking. When you both

talk at the same time, only one person’s voice comes through.

■ Do not use your speaker to make announcements over a loudspeaker

paging system connected to your phone system.

■ When talking, always face your phone and stay within two feet of it.

■ Place your phone at least six inches (15 cm) away from the edge of your

desk.

■ If you have difficulty hearing the other party, try increasing the speaker

volume. If you have background noise, try turning off the microphone when the party at the other end is speaking and turning it on when you speak. If the difficulty persists, lift your handset to continue the conversation.

■ In conference rooms, a separate speakerphone (such as the

SoundStation® from Lucent Technologies) is recommended, since the built-in speaker on a system phone is designed for individual use.

Standard Telephones

In addition to system phones, you can connect industry-standard touch-tone or rotary dial phones—and even some feature phones (which have built-in calling features)—directly to the system. You can also combine standard phones on the same extension with system phones or other devices, without using expensive adapters or connectors.

Standard phones can do many of the things that system phones can do, and you can save money by using them in certain situations when a system telephone is not needed. Follow these guidelines when using standard phones:

■ Use standard phones as power failure backups; system phones will not

work. If you connect standard phones to the first two extensions on the PARTNER ACS processor module, users can place and answer outside calls on the first two lines. If you connect a standard phone to the first extension on each 206 module, users can place and answer outside calls on the first line of each 206 module. You can connect standard phones in combination with system phones at power failure extensions, or you can simply keep spare standard phones at those extensions to serve as replacements in case of a power failure.

3-8

Standard Telephones

■ To use a system feature, press # (i n place of f used on system

phones) followed by its two-digit code when you hear intercom dial tone. For features that use code when you hear intercom dial tone. (Instructions for using these features on standard phones are included in Chapter 5, ‘‘Feature Reference’’.)

■ To use a Speed Dial number, press # followed by its two- or three-digit

code when you hear intercom dial tone. (For details, see "Personal Speed Dial Numbers" and "System Speed Dial Numbers".)

■ If Call Waiting (#316) is assigned to an extension with a standard phone

connected, users hear a call-waiting tone (two beeps) when a second call comes in to the extension. The call-waiting tone is not repeated.

■ Use the switchhook on a standard phone to place calls on hold, park a call,

transfer a call, answer a call-waiting call, or set up a conference call. (For details, see ‘‘Using the Switchhook’’ on page 3-1 0, or "Hold", "Tran sfe rring Calls", ‘‘Answering Calls’’ and ‘ ‘Conference Calls’’ in Chapter 5.)

■ If the standard phone has a message light, use it to notify users of

messages. (For details, see "Message Light On (F09XX)" and "Message Light Off (F10XX)". For a list of supported phones, see ‘‘Standard T elephones’’ on page 1-16 .) Alternatively, if you have a voice messaging

system, the light is used to indicate that a message has been left in your mailbox. On a standard phone, the message light flashes

is idle

i on system phones, dial only the two-digit

when the phone

to indicate that the extension has received a message.

Ringing Patterns

Standard phones have these ringing patterns:

■ An outside call will

■ An intercom call will

■ A transferred call, or an unanswered transferred or parked call that is

NOTE:

If you use the system with PBX or Centrex lines, the PBX/Centrex distinctive ringing patterns are not passed to phones. Telephones use the ringing patterns described here instead.

Dial Tones

Standard phones have two different dial tones:

■

ring... ring... ring.

ring-ring... ring-ring... ring-ring

ringing back, will

Outside dial tone

ring-ring-ring... ring-ring- ring ... ring-ring -ri ng.

is generated by your local telephone company to

indicate that you are connected with an outside line.

3-9

Learning About Telephones

■

Intercom dial tone

connected with an inside line. You hear this dial tone when you are making an inside, or

To hear the difference between the two dial tones, lift the handset. The dial tone you hear (assuming the phone is set to select intercom first, as recommended in this guide) is an intercom dial tone. To hear an outside dial tone, press

Using the Switchhook

Some of the call-handling instructions in this guide direct you to “rapidly press and release the switchhook.” Pressing the switchhook for 1/2 to 1 second sends a signal over the line called a switchhook again and press it a

too

NOTE:

If your feature phone has a button labeled “Recall” or “Flash,” use the button instead of pressing the switchhook. If you use the system with PBX or Centrex lines, your PBX or Centrex documentation may tell you to press the switchhook to access PBX or Centrex features. Use the Recall feature instead [see "Recall (F03)"].

is generated by the system to indicate that you are

intercom

, call.

switchhook flash

quickly. If you press the switchhook and nothing happens, try

little

longer.

. However, do not press the

Limitations

Each standard device requires one touch-tone receiver to be available in order to dial a call (intercom or outside) or to activate a feature using a code. Each PARTNER ACS processor module has two touch-tone receivers; each 206 module has one touch-tone receiver; each 400 module has two touch-tone receivers. The combination of modules in your system determines the number of standard devices that can dial simultaneously. For example, if you have one P ARTNER ACS processor module, two 206 modules, and two 400 modules, eight standard devices can dial out at the same time. If nine standard devices try to dial out simultaneously, the ninth device will not get dial tone until one of the other eight finishes dialing. (PARTNER MAIL VS contains its own touch-tone receivers and does not require any from the system.)

Also, because standard phones do not have system line or pool buttons, feature buttons, or dedicated function buttons, basic call-handling procedures are sometimes different from those for system telephones. In addition, the following actions

cannot

■ You cannot enter programming mode.

be performed at a standard telephone:

3-10

Standard Telephones

■ Because there are no line buttons on standard phones, users must use

Direct Line Pickup—Idle Line to select a specific line; otherwise, the system selects an idle line automatically when the user dials a 9 at intercom dial tone. (For information about Automatic Line Selection, see Chapter 5.) Similarly, because there are no pool buttons on standard phones, users must dial pool access codes at the intercom dial tone to request access to an idle pooled line. (See "Making Calls" for instructions on using pool access codes). Otherwise, the system selects an idle line from a pool automatically when the user dials a 9 at intercom dial tone.

■ Unless Call Waiting (#316) is assigned to specific standard phone

extensions, there is no indication of a second call and an inside caller will hear a busy tone if a standard phone is in use. If Call Waiting is assigned, the user hears a call-waiting tone (two beeps) when a second call comes in for the extension. (The call-waiting tone is not repeated.) The user can use the switchhook to put the first call on hold and speak to the party on the second call and to switch back and forth between the two parties.

■ Users can make a voice-signaled call

■ Users cannot use the System Password.

■ Users cannot access the following system features: Account Code Entry,

■ Do not use Forced Account Code Entry with a standard phone, because

■ A display on a standard phone will not show Caller ID information, system

■ A speaker on a standard phone is not a system integrated speaker;

Feature Phones

from

a standard phone, but if users

to a

try to make a voice-signaled call

standard phone, it will ring because

the standard phone does not have a system speaker.

Background Music, Caller ID Name Display, Caller ID Inspect, Do Not Disturb, Caller ID Logging and Dialing Feature, Exclusive Hold, Manual Signaling, Privacy, Save Number Redial, VMS Cover, Voice Interrupt on Busy , V oice Inte rrupt on Busy T alk-Back, or V oi ce Mail box Transfer .

Users can, however, use Automatic Extension Privacy (#304) and Automatic VMS Cover (#310), which are similar to the Privacy and VMS Cover features.

the phone will not be able to get dial tone and make calls.

messages, or Caller ID Call Logging information.

therefore, it cannot receive “voice” type calls, such as a group page.

feature phone

is a standard telephone that has feature buttons in addition to the regular 12-key dial pad. For example, there are feature phones that have programmable auto dial buttons, last number redial buttons, hold buttons, and built-in speakers. You can use most of the system’s dial-code features from a feature phone, and program them onto a feature phone button. However, there are some limitations to what these phones can do.

3-11

Learning About Telephones

The capabilities of a feature phone are

store a number on a feature phone’s auto dial button, that number is stored feature phone. (This is different from storing a number on a system phone’s Auto Dial button. When you program a button on a system phone, the number is actually stored in the control unit.) Similarly, when you press a hold button on a feature phone, the call is held at the phone itself. (Callers will not hear the system’s Music-on-Hold. Other phones in the system cannot see that the call is on hold; it appears as a busy line.)

If you want to program an outside number on a feature phone’s auto dial button, you must add a 9 and one or more pauses (if available) before each outside number. (The 9 gets an outside line, and each pause allows a few seconds to get an outside dial tone.)

Note that the feature phone’s last number redial button may not work for an outside call. To redial the last number, use the system’s Last Number Redial feature by pressing

# 0 5.

Combination Extensions

combination extension

two standard devices, or a system phone and a standard device (but system phones). (For instructions on how to install a combination extension, see

PARTNER Advanced Communications System Installation

the

in the phone itself

. For example, if you

the

is an extension with two devices connected to it—either

not

two

guide.)

The following are examples of useful combination extensions:

■ System phone plus standard telephone, for power failure backup on

extensions 10, 11, and the first extensions of any 206 or 308EC Module

■ System phone plus answering machine

■ System phone plus fax machine

■ System phone plus headset

■ System phone plus an external alert (such as a bell or chime).

The telephones in a combination extension share a single extension in the same way several home telephones share a single line. A system telephone works as it always does and a standard telephone works as it always does when connected to the system.

Only one phone or device can be used at a time

, unless you want to join the two on a single call (the same way two people can pick up the same call on different telephones at home). For example:

■ Both phones share the same extension number.

■ Both phones share the same

voice path

; that is, when either phone is busy,

the extension is busy.

■ Calls ring at both phones.

3-12

Using Telephones

■ A second call can ring at the system phone while the standard phone is

■ If you make a voice-signaled intercom call to a combination extension with

■ Call Waiting (#316) does not work on a standard phone in combination

■ The lights on the system phone show what the standard telephone is doing

■ If Privacy is active at a combination extension, no other extension can join

■ While on a call on a standard phone, you can use the system phone’s

busy, but do not use the system phone to answer the second call until the standard phone is idle or the first call will be disconnected.

a system phone, only the system phone signals.

with a system phone.

as well as what the system phone is doing. For an explanation of light patterns, see ‘‘Lights’’ on page 3-4.

a call in progress at either a system phone or a standard device. (However,

same

a phone can interrupt a call on a standard device at the

extension. For example, if a system phone and modem are combined at an extension, picking up the handset of the system phone could interrupt a modem transmission, even if Privacy is active.)

dialpad and fixed-feature buttons to handle calls. For example, you can use the system phone to select a specific outside line or pool, and conduct the call on the standard phone. Or, if someone is on a call using the standard phone, someone else can put that call on hold by pressing

h on the

system phone. To do this, it is not necessary to lift the handset of the system phone. Held calls do not ring back at a standard phone in a combination extension. T o retrieve a held call from the standard phone, use

Direct Line Pickup—Active Line.

■ A standard phone’s message light will not light when Background Music is

playing through the system phone’s speaker.

■ If you have Caller ID, only system display phones show the Caller ID

information.

■ The ringer equivalence number (REN) of a standard device or the

combined REN of two devices cannot be greater than 2.0. (The REN of a system phone is 0.0.)

Using Telephones

Your system provides intuitive operation of basic call handling features, plus dial-code features that make it easy for users to handle calls flexibly and efficiently from both system and standard phones. For more information about a specific feature, refer to the feature name in Chapter 5.

3-13

Learning About Telephones

Basic Call Handling Features

The following features are available from both system and standard phones:

■ Making Calls

■ Answering Calls

■ Hold

■ Call Park

■ Transferring Calls

■ Conference Calls

■ Joining Calls

Dial-Code Features

Dial-code features are features that you access by dialing a feature code at the telephone dialpad. From a system phone, you can dial by the two- or three-digit code (or press a programmed Auto Dial button); from a standard phone, you typically dial you have intercom dial tone. See Table 5-2 in Chapter 5 for a listing of dial-code features.

f or i, followed

# followed by the two- or three-digit code when

3-14

Using Auxiliary Equipment

Overview

There are many ways to set up auxiliary equipment—the setup you choose depends upon your needs and the number of devices you have. This chapter presents some common setups. (It does not cover how to physically connect the equipment, or how to program the features. See the

Communications System Installation

for programming instructions, and the equipment manufacturer’s documentation for complete details on the device you connect.)

PARTNER Advanced

guide for installation instructions, Chapter 5

This chapter shows various applications for the following types of equipment:

■ Answering Machines

■ Automated Attendants

■ Call Reporting Devices

■ Contact Closure Devices

■ Credit Card Scanners

■ Fax Machines

■ Modems

■ Voice Messaging Systems

In addition, you can connect the following devices to your system:

■

Doorphones

allow visitors to signal extensions by pressing a button on the doorphone; the person who answers a doorphone call can then speak with the visitor at the doorphone. A doorphone is especially useful for providing access to offices or departments after hours. For example, you can install a doorphone outside your building entrance to allow visitors to ring telephones inside the building when the receptionist is not there and the front door is locked.

The system supports up to two Lucent Technologies PARTNER Doorphones or any number of Lucent Technologies Universal Doorphones. Universal Doorphones offer a door unlock feature and can be installed in addition to PARTNER Doorphones.

4-1

Using Auxiliary Equipment

■

Loudspeaker paging systems

large area, by connecting the paging system directly to the PAGE jack on the processor module. The sys tem su ppor ts all Lucent Technologies paging systems including the entire PagePac line. The system also supports most paging systems from other manufacturers when the paging systems are connected using a paging interface device. For information about how to use a loudspeaker paging system with the system, see Chapter 5.

■

PARTNER PassageWay®Solution

Computer (PC) running Microsoft® Windows Windows for Workgroups Version 3.11 or later, or Windows 95 with your phone. You can then use your PC for tasks such as dialing out from an electronic phone list and logging phone calls.

■

Music-on-Hold systems

callers while they are on hold, by connecting the audio source to the processor module. The system supports the Lucent Technologies Magic on Hold system and most models from other manufacturers. (The performance of music over telephone lines is a public performance under United States Copyright law. Accordingly, in order for the performance of that music to be lawful, it must be licensed annually to the user by the copyright owners or their representatives. The Magic on Hold system includes the required license for the first year. This license must be renewed annually.)

allow you to broadcast a message over a

allows you to combine your Personal

3.1 or later, Microsoft

allow you to play recorded music or messages to

■

Remote Administration Units (RAUs)

allow you to perform System and Centralized Telephone Programming from a remote location. Users of Partner ACS Release 3.0 can also perform Remote Programming using Partner ACS Remote Administration software which is available separately.

■

Extra alerts

help make users aware of incoming calls. For example, you can use an audible alert (chime, horn, or bell) to replace a phone ring in a noisy area, such as a factory. Similarly , you can use a visual alert (strobe or light) to replace a phone ring in a quiet area, such as a library. Lucent Technologies offers several compatible alerts.

■

Speakerphones

provide hands-free two-way operation of a phone without lifting the handset. Combining a speakerphone with a system phone or a standard phone in a conference room or office is an inexpensive way for several people at a meeting to conference in other parties. (In conference rooms, a separate speakerphone—such as the SoundStation from Lucent Technologies—is recommended, since the built-in speaker on a system phone is designed for individual use.)

■

Headsets

allow users to hold hands-free conversations. A headset is a combination earphone and microphone worn on the head, useful for receptionists, salespeople, or others who need to have their hands free while talking on the phone. Lucent Technologies offers several compatible headsets.

4-2

Overview

■

Specialty Handsets

are designed for those individuals who need greater

functionality than that provided by the handsets on system phones and standard phones. For example, an amplified handset is available for all PARTNER phones for hard-of-hearing users.

■

In-Range Out-of-Building (IROB) protectors

are required to prevent electrical surges from damaging your system when phones or other standard devices (such as a doorphone) are installed in a location other than the building where the control unit is installed. The system supports the Lucent T echnologies IROB protector, which provides coverage for up to 3,000 feet (915 meters) for standard devices and 1,000 feet (305 meters) for system phones. (IROBs must be installed by a qualified technician.)

■

Off-Premises Range Extender (OPRE)

allows you to connect a standard touch-tone phone beyond 3,000 feet (915 meters) in another building on the same continuous property. It also allows you to use a special circuit from your local phone company to provide off-premises station capability.

■

Electromagnetic Interference (EMI) filters

allow you to block “noise”

generated by a nearby radio station, as well as most electrical devices.

■

Caller ID devices

allow you to store and process Caller ID information. Although the system provides functionally integrated, multi-line Caller ID on system display phones, you can connect other devices provided you subscribe to the service from your local phone company and connect the device

directly to the Caller ID line.

You cannot install a Caller ID device directly to a PARTNER extension jack or to a combination extension jack. Refer to “Caller ID Devices” in the

System Installation

guide for installation details.

PARTNER Advanced Communications

■

PCMCIA ca rds

allow you to administer your system from your PC, either

remotely or locally (Release 3.0 or later).

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.

To order auxiliary equipment, refer to "Product Ordering Infor mation" on page B-4.

1. Additional PARTNER Remote PC-Software required.

and perform backup and

4-3

Using Auxiliary Equipment

If a Device Has Trouble

Two System Programming procedures can be used to adjust the system settings for auxiliary equipment installed at an extension, if a device has trouble answering calls or dialing out. If a device (such as an answering machine) does not pick up transferred or intercom calls, you can use Distinctive Ring (#308) to change the ringing, so that all calls ring like outside calls at that extension. If an autodialing device (such as a modem) has trouble autodialing, use Intercom Dial Tone (#309) to change the intercom dial tone for the extension to Machine (outside line) dial tone.

Answering Machines

You can use an answering machine to answer calls at night when no one is around, or during business hours when no one can get to the phone. If you have a Lucent Technologies answering machine with the Call Intercept feature, you can pick up a call that has been answered by the answering machine by joining the call from any system phone. When you do so, the system sends the answering machine a signal that makes it hang up.

You can connect answering machines to your system in the following ways:

■

Single answering machine.

system. Anyone on the system can call the machine to retrieve messages.

■

Multiple answering machines.

to cover, connect two or more machines to cover all calls.

■

Personal answering machine.

extension with a phone in order to answer calls to that extension.

NOTE:

If you have an answering machine and a system phone on the same extension, the answering machine will be able to answer calls only when the phone is idle.

Single Answ ering Machine

The single answering machine setup (Figure 4-1) serves the entire system. The answering machine is connected to its own extension, and can cover all the lines in the system, or as many lines as you assign to it. You can install the answering machine on an extension by itself, or combine it with a system phone or a

standard phone on the same extension (see “Combination Extensions” in the

PARTNER Advanced Communications System Installation

This basic setup can cover all the lines in the

If you get too many calls for one machine

An answering machine can share an

guide).

4-4

Answering Machines

Lines

CONTROL

Figure 4-1. Single Answering Machine

To Use

■ Go to the machine to manually play back messages.

■ From any system extension, make an intercom call to the answering

machine extension. When the machine answers, dial its message retrieval code.

UNIT

Telephone

(optional)

Intercom

–

Mic HFAI

Spkr

Ext X

Message

Ext.

Intercom

ABC2DEF

Feature

JKL5MNO

GHI

Conf

TUV8WXYZ

PQRS

Transfr

Hold

ANS

MACH

■ From outside the system, call in on any line assigned to the machine.

When the machine answers, dial its message retrieval code.

To Program

1. If extension X is a key extension, use Line Assignment (#301) to assign all the lines to extension X that you want the answering machine to cover.

If extension X is a pooled extension, use Line Extension Assignment (#314) to assign all the pools to extension X that you want the answering machine to cover. Also, use Line Assignment (#301) to assign any individual lines to extension X that you want the answering machine to cover.

2. Set Line Ringing for all lines and pools assigned to extension X to Immediate Ring.

3. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#502), Night Service Group Extensio n (#504 ), or Hunt Group Extens ion (#505) .

4. Adjust the answering machine to answer according to your needs. For example, set the machine to answer on the fourth ring during the day so someone has a chance to pick up the call.

4-5

Using Auxiliary Equipment

Multiple Answering Mach ine s

If a single answering machine cannot handle all your calls, you can set up two or more machines at different extensions (Figure 4-2) so that a call does not go unanswered. If one answering machine is busy, a second call will be answered by the second machine. A setup such as this might be used by a movie theater to announce movie times to people calling for information.

Lines

CONTROL

UNIT

Ext X

Ext Y

ANS

MACH

ANS

MACH

Figure 4-2. Multiple Answering Machines

To Use

■ Go to the machines to manually play back messages.

■ From any system extension, make an intercom call to an answering

machine extension. When the machine answers, dial its message retrieval code.

■ From outside the system, call in on any line assigned to the machine.

When the machine answers, dial its message retrieval code. Note, however, when calling from outside, you can retrieve messages only from the first machine that answers.

4-6

To Program

1. If your system is configured for Hybrid mode, use Line Access Mode (#313) to change extensions X and Y from Pooled to Key.

2. Use Line Assignment (#301 ) to assign all the lines to extensions X and Y that you want the machines to cover.

3. For extensions X and Y, set Line Ringing for all lines to Immediate Ring.

4. Make sure extensions X and Y are not assigned as Call Waiting (#316) extensions, Pickup Group Extensions (#501), Calling Group

Extensions (#502), Night Service Group Extensions (#504), or Hunt Group Extensions (#505).

Answering Machines

5. Adjust both answering machines to answer on a different number of rings (so they do not both try to pick up the same call). For example, set answering machine 1 to 4 rings and answering machine 2 to 6 rings. (If you cannot adjust the two answering machines to answer on a different number of rings, assign some lines to Immediate Ring at extension X and other lines to Immediate Ring at extension Y.)

Personal Answering Machine

A personal answering machine is used to answer all the calls that ring at a certain extension (Figure 4-3). It is useful for the following situations:

■ When you do not want to dedicate an extension to an answering machine

■ When the extension receives a lot of intercom calls

■ When outside calls come through a receptionist and are transferred to the

extension

■ When an extension has a private line

Lines

Ext X

ANS

MACH

CONTROL

UNIT

Message

Ext.

Intercom

ABC2DEF

Feature

–

JKL5MNO

GHI

Conf

TUV8WXYZ

PQRS

Mic

Transfr

HFAI

Hold

Spkr

Figure 4-3. Personal Answering Machine

To Use

■ Go to the machine to manually retrieve messages.

■ From any system extension, make an intercom call to the extension. When

the machine answers, dial the message retrieval code.

■ From outside the system, call in and have someone transfer you to the

extension. When the machine answers, dial the message retrieval code. Or, call in when no one will answer before the answering machine does.

To Program

1. Set Line Ringing for all lines and pools assigned to extension X to the desired ring (Immediate, Delayed, or No Ring).

4-7

Using Auxiliary Equipment

2. If the lines assigned to extension X are also assigned to other extensions, adjust the answering machine to answer on the third or fourth ring so that it does not answer calls before someone else can. (If the answering machine is to cover transferred or coverage calls, make sure the number of rings is less than the amount of transfer return rings set for the extension. This assures that the answering machine will pick up transferred or coverage

before

calls covering extension.)

If you intercept a call from the answering machine, you will hear a click to notify you that the answering machine has turned off.

Auto Attendant

An auto attendant answers calls and directs them to a specified extension, Calling Group, or Hunt Group (based on the digits a caller dials after listening to a list of choices in a recorded greeting). For example, the auto attendant could answer calls and tell callers to press 1 for Sales, 2 for Parts, 3 for Service, and so on. An auto attendant can be set up for immediate call handling or delayed call handling.

they return to the transfer return extension or are sent to the

Backup for Receptionist

A common use of an auto attendant is as a backup for the receptionist. If the receptionist cannot pick up a call within a specified number of rings, the auto attendant handles it. This prevents calls from going unanswered. Figure 4-4 shows how the auto attendant would be connected to your system.

Lines

CONTROL

UNIT

Figure 4-4. Backup for Receptionist

Ext. X

Ext. 10

Receptionist’s Desk

Auto

Attendant

Message

Ext.

Intercom

ABC2DEF

Feature

–

JKL5MNO

GHI

Conf

TUV8WXYZ

PQRS

Mic

Transfr

HFAI

Hold

Spkr

4-8

Call Reporting Devices (SMDR)

To Use

Follow the instructions packaged with the auto attendant. Make sure that the

unit is in backup call-answering mode.

When callers call the main number for your company, the receptionist normally picks up the call. If the receptionist is busy, the auto attendant answers and

plays a recorded message, such as: “Please hold for the receptionist or dial an extension number now.”

To Program

1. Use Line Assignment (#301) to assign all the lines to extension X that you want the auto attendant to cover.

2. Set Line Ringing for all lines assigned to extension X to Delayed Ring.

3. Make sure extension X is not assigned as a Call Waiting (#316) extension.

4. Use AA Extensions (#607) to identify extension X as the auto attendant.

5. Set Transfer Return Extension (#306) for extension X to extension 10.

6. Set the auto attendant to pick up within a specific number of rings, so if the receptionist does not pick up a call, the auto attendant will.

Call Reporting Devices (SMDR)

SMDR (Station Message Detail Recording) is a records of call activity. Call reporting information provides you with the ability to:

■ Detect any unauthorized calls

■ Bill clients or projects

■ Bill back by department

■ Reduce telephone costs by identifying the need to change

telecommunications services (like adding a WATS line for calls to a particular area code)

■ Print Caller ID information

Call reporting information is recorded after each call is completed. For outgoing calls, the system records information for each call that lasts more than 10 seconds. The timing begins when you lift the handset or press outside line. For incoming calls, the timing begins when the call is answered. Timing stops when the call is disconnected.

The system sends the information through a 1200-baud serial interface to either a serial printer or a call accounting device. The device connects directly to the SMDR jack on the processor module.

call reporting

feature th at provid es

S to access an

4-9

Using Auxiliary Equipment

Programming

Use the following programming procedures for call reporting:

■ SMDR Record Type (#608) to specify the type of calls that you want to

record for call reporting—either all calls or outgoing calls only.

■ SMDR Top of Page (#609) to notify the system that the printer has been

aligned to the top of a new page.

■ SMDR Output Format (#610) to identify whether a maximum of 15 digits

or 24 digits is printed for dialed numbers on the call report. Before changing the output format to 24 digits, check the documentation for

your call accounting device to verify that this operation is supported.

■ SMDR Talk Time (#611) to include the Talk field on the call reports. This

field shows the call duration minus the time the greeting was played and the caller waited for someone to answer the call.

■ Forced Account Code Entry (#307) to identify extensions that are

required to enter an account code prior to making outside calls and Forced Account Code List (#409) to create a list of valid account codes.

■ Display Language (#303) to specify the language to be used for display

messages. The call report header is printed in the same language as is specified for extension 10.

■ The System Date (#101) and System Time (#103) must be set co rrectly to

ensure accurate call reports.

Call Reports

call report

includes field names that describe the information in each record is a line of information that includes the fields shown in Figure 4-5.

DATE

TIME NUMBER DUR. LINE STN. ACCOUNT

C 04/26/97 11:11 1028812015558014 00:01:40 08 18 C 04/26/97 11:34 1023319085556036 00:04:28 02 32 1725 I 04/26/97 13:35 IN 00:02:12 01 10 I 04/26/97 13:38 9085559111 00:01:22 12 15

Figure 4-5. Sample Call Report

Each page includes 59 records. The report has the following fields:

is a page of information that begins with a header. The header

call record.

The call

4-10

■

Call Type.

“C” indicates outgoing calls; “ I ” indicates incoming calls.

(SMDR Record Type (#608) defines whether incoming calls are reported.)

Call Reporting Devices (SMDR)

■

Date.

The date of the call is shown in

month,

is the day, and

System Date (#101).

■

Time.

The time of the connection is shown in the hour and Time (#103) and is shown in 24-hour (military) time.

■

Number.

For an outgoing call, this is the dialed number or the speed dial

code of a Marked System Speed Dial Number (preceded by an “F”). This

field holds a maximum of either 15 or 24 digits, depending on the setting of SMDR Output Format (#610). (The Number field in Figure 4-5 is set to hold 24 digits.)

A “]” character prints as the last digit of a dialed number if the called party hangs up before the system user; a “?” prints if the number of digits dialed exceeds the 15 or 24 digits that this field can hold. If both of these conditions occur, the “]” takes precedence.

For an incoming call, “IN” appears, unless the system is set up to receive Caller ID information. In that case, telephone numbers of incoming calls on lines with Caller ID service print in this field. (See‘‘Caller ID’’ on page 5-63 for

more information.)

mm/dd/yy

is the year. The system uses the date set with

is the minute. The system uses the time set with System

format, where

hh:mm

format, where

is the

■

Duration.

is the hour,

The duration of the call is shown in

is the minutes, and

is the seconds. This is the total time

hh:mm:ss

format, where

of the call, including any time the call is on hold or being handled by the Automatic System Hold or Direct Extension Dial feature. If an incoming call lasts less than one second, this field contains all zeroes.

■

Line Number.

This is the outside line used to make or receive the call. If the system is set for Hybrid Mode and the call is on a line in a pool, the number of the line in the pool prints here, not the pooled number.

■

Station (Extension).

This usually is the extension that answered or placed the call. For redirected incoming calls, the last extension on the call is shown on the report, as follows:

— For transferred incoming calls: the destination extension. — For transferred outgoing calls: the originator extension. — For pickup calls: the extension picking up the call. — For forwarded calls: the extension answering the forwarded call. — For coverage calls: the extension answering the coverage call.

■ If the calling party hangs up on an Automatic System Answer or Direct

Extension Dial call before someone at an extension answers, this field

shows 00.

■

Account Code

. This is the account code (up to 16 digits) assigned to the

call. This code typically is used for charging calls to a specific client, project or department.

4-11

Using Auxiliary Equipment

■

Talk

. This is the time a user spends on an incoming outside call—from the

time the user answers the call to the time the call is disconnected from the system. The talk time is shown in hh:mm:ss format, where hh is the hour, mm is the minutes, and ss is the seconds.

If the call is answered by the Automatic System Answer or Direct Extension Dial feature, this field does not include the time the caller listens to the greeting or waits for someone to answer the call. For all other calls, the time in this field is the same as the time in the Duration field.

This field is included on the call report only if SMDR Talk Time (#611) is set to Active.

Considerations

■ If a report cannot print because the printer is jammed or out of paper, the

system will store up to 45 records in its memory until they can be printed. Additional calls will not be recorded.

■ Before including the Talk field on call reports or changing the output format

to 24 digits, check the documentation shipped with the call accounting device to verify that these options are supported.

■ If SMDR Talk Time (#611) is set to Active and SMDR Output Format

■ In the event of a power failure, records of any calls in progress are lost.

■ Inside (intercom) calls are no t recorded.

■ If you place a call on hold and the caller hangs up, the call is considered

■ Conference calls appear as two outside calls. (This means two records are

Output Format

The following RS-232 serial transmission protocol is used for SMDR records:

■ 1200 baud

■ No parity

■ 8 data bits

■ 2 stop bits

(#610) is set to 24 digits, the combined length of the fields for a call record will be greater than the 80 characters supported by most printers. If call records wrap around to the next line, reduce the font size or increase the characters-per-inch setting for the printer. If necessary, change the SMDR Output Format back to 15 digits.

complete and the record is sent to the call reporting device.

generated on the report.)

4-12

The call reporting feature also supports XON/XOFF protocol, carriage returns, and line feeds.

Contact Closure Devices

Serial Printers

Use a 355A adapter, which converts a modular jack interface to an RS-232 25-pin connector, to connect a serial printer to the PARTNER ACS processor module. If you connect a printer, make sure the printer can receive SMDR data in the format

described above (refer to the printer’s instructions or contact the printer’s manufacturer if you need help).

If SMDR Talk Time (#611) is set to Active and SMDR Output Format (#610) is set to 24 digits, the combined length of the fields for a call record will be greater than the 80 characters supported by most printers. If call records wrap around to the next line, reduce the font size or increase the characters-per-inch setting for the printer. If necessary, change the SMDR Output Format back to 15 digits.

Call Accounting Devices

You can send call information to a call accounting device (such as Lucent Technologies’ Call Accounting Terminal—Basic or Plus) if you want to further analyze call activity. The device stores rate table information and processes the information it receives into meaningful reports that can help you optimize your communications system. The primary application for call accounting devices is “accounting,” or pricin g of the call s.

The call accounting device connects directly to the SMDR jack on the PAR TNER ACS processor module and can also print out reports that include summaries by hour, line, and extension. Refer to the manual provided with the call accounting device for instructions on connecting it to your system.

Contact Closure Devices

The Contact Closure Adjunct plugs into a jack on the PARTNER ACS processor module and has two Contact Closures that can be used to control devices such as an electronic door lock (as shown in Figure 4-6) or an alert. The device being controlled must be wired to the Adjunct by an electrician in accordance with local electrical codes. See Appendix A, "Specifications", for more information.

4-13

Using Auxiliary Equipment

Contact Closure Adjunct

Contact Closure

Door with Electronic Lock

CONTROL

Ext X

UNIT

Ext Y

Figure 4-6. Contact Closure Adjunct

Using Contact Closure Devices

Y ou must designate which extensions are eligible to use the Contact Closures and you must program how the contacts will respond when activated. Then users at eligible extensions can program a button on their phones or they can simply use

f 4 1 (to activate Contact Closure 1) or f 4 2 (to activate Contact

Closure 2). For example, suppose Contact Closure 1 can release the door lock on the

Deliveries door. You program extension Y as an eligible extension for Contact Closure 1 using Contact Closure Group (#612), and set the Contact Closure Operation Type (#613) to 5-Seconds On. When a delivery person uses the doorphone (extension X) to announce a package delivery, the user at extension Y can use door will be released for five seconds, enabling the delivery person to enter.

f41 to activate Contact Closure 1. The lock on the Deliveries

Doorphone Alert Extension

Doorphone

Programming Contact Closure Devices

1. Use Doorphone Extension (#604) to assign Doorphone 1 to extension X.

2. Use Doorphone Alert Extensions (#606) to identify extension Y as an alert extension for Doorphone 1.

3. Use Contact Closure Group (#612) to assign extension Y to Contact Closure Group 1. This extension can activate Contact Closure 1.

4. Use Contact Closure Operation Type (#613) to set Contact Closure 1 to

Option 3, “5-Seconds On.”

4-14

Credit Card Scanners

Many retail businesses and restaurants use credit card scanners to get instant approval of credit card purchases. The system allows your credit card scanners to share the lines in your system (as shown in Figure 4-7). You can install the credit card scanner on an extension by itself, or combine it with a system phone or a

standard phone on the same extension (see “Combination Extensions” in the

PARTNER Advanced Communications System Installation

guide).

Lines

Ext.

Intercom

Feature

–

GHI

Conf

PQRS

Mic

Transfr

HFAI

Hold

Spkr

CONTROL

UNIT

Ext

Figure 4-7. Credit Card Scanner

Using Credit Card Scanners

When you make a call on the credit card scanner, an outside line is automatically selected. If you combine the credit card scanner with a system phone or standard phone, you cannot use the phone while the credit card scanner is operating. You can use only one of the devices at a time.

Programming Credit Card Scanners

1. If extension X is a key extension, use Line Assignment (#301) to assign the lines you want the scanner to use to extension X.

Telephone

(optional)

Message

ABC2DEF

JKL5MNO

TUV8WXYZ

Credit

Card

Scanner

If extension X is a pooled extension, use Pool Extension Assignment (#314) to assign the pools you want the scanner to use to extension X. Also

use Line Assi gnme nt (#301) to assign any individual lines you want the scanner to use to extension X.

2. Set Automatic Line Selection for extension X to select the pools and outside lines that the scanner is to use.

3. Set Automatic Extension Privac y (#30 4) for extension X to Assigned.

4. Make sure extension X is not assigned as a Call Waiting (#316) extension.

5. If the scanner has an auto answer feature, turn it off.

6. For multiple scanners, repeat Steps 1–5 for each extension.

4-15

Using Auxiliary Equipment

Fax Machines

This section suggests several ways you can set up fax machines to work with your system. It includes instructions for programming and using a Fax Management button on a system phone (in order to monitor the status of a fax machine and transfer calls to it with a single touch), and for transferring calls to the fax machine extension.

Preventing Inappropriate Fax Answering

When lines appear on a fax extension, you will want to make sure that the fax machine does not automatically answer outside calls on these lines. There are three ways you can do this:

■ Set the fax machine for delayed pickup.

■ Use Line Ringing to change the ring options on the fax extension to either

delayed ring or no ring.

■ (Recommended) Use Line Assignment (#301) to remove all outside lines

from the fax extension.

Using the Fax Management Feature

On any system phone, you can program a button with lights to serve as a Fax Management button. The lights next to this button tell you when the fax machine is in use, available, or not answering (for example, when it is out of paper). You can also use the button to transfer calls from your extension to the fax machine with a single touch.

Programming for Fax Management

To program a Fax Management button, first assign the fax machine extension using Fax Machine Extensions (#601). (See Chapter 5 for details.) Then program the fax machine extension number on an Auto Dial button. For more information, see ‘‘Auto Dialing’’ on page 5-17.

4-16

Fax Machines

Using the Fax Management Button

The lights next to the Fax Management button show what is happening at the fax

machine—see Table 4-1.

Table 4-1. Fax Management Button Light Patterns

Light Pattern Indicates...

Red broken flutter Fax trouble. The fax machine is not answering. If

broken flutter occurs because the fax machine is out of paper, refill the paper. The light clears the next time the machine transmits or receives a call. If the machine takes longer than four rings to answer, the light shows fax trouble; when the machine does answer, the light changes to fax busy (red steady).

Red steady Fax busy. The fax machine is busy transmitting or

receiving a call.

Green flutter Fax transfer return. A call you transferred to the fax

machine was not answered and is returning to you.

Transferring a Call to the Fax Machine

Automatic Transfer of Calls to Fax Machines— Release 3.0 or Later

When an incoming call is answered by PVM, PMVS, PARTNER MAIL or ASA/DXD, PARTNER ACS determines if the incoming call is a fax. If the system is set up to automatically route incoming fax calls to the fax machine, ACS will automatically transfer the call to a fax hunt group. Incoming fax detection is activated automatically by assigning extensions to Hunt Group 8. For more informati on, see Chapter 5 "Fax CNG Detection (#505, Group 8) - Release 3.0 or Later".

For this feature to work, you must have a voice messaging system or ASA/DXD. You must also have your system configured in one of these ways:

■ Partner ACS as a stand-alone module

■ 308EC version 2 module in slot 1; any modules in remaining slots

■ 200/206/400 module in slot 1, 308EC version 2 module in any other slot

This feature will not work if you have a 308EC version 1 module in slot 1.

4-17

Using Auxiliary Equipment

Manual Transfer of Calls to Fax Machines— Release 2.0 or Later

There are two situations in which you would want to transfer a call to your fax machine:

■ You answer an outside call and hear a fax machine signaling. (A fax signal

is a single beep sequence— should transfer the call immediately to the fax machine extension.

■ You are on a call with a person who wants to send you a fax using the fax

machine that is connected to his or her phone. You can receive the fax by transferring the call to your fax extension. T ell the other party to wait until he or she hears the fax signal before pressing the Start button on the sending fax machine.

In addition, if you have a PARTNER MAIL system and a fax call comes in on a line covered by the PARTNER MAIL system, its Automated Attendant Service can be programmed to automatically transfer the call to a fax extension or (if you have multiple fax machines) to the extension Hunt Group for the fax machines.

There are four ways to transfer the call to the fax extension:

beep.... beep.... beep

). If you hear this, you

■ If you have a Fax Management button, simply press the button. When the

fax machine answers, hang up.

■ If you do not have a Fax Management button, press & plus the fax

machine’s extension number. When the fax machine answers, hang up.

■ On a standard phone, rapidly press and release the switchhook to place

the call on hold, then dial the fax extension number and hang up.

■ If you have multiple fax machines in an extension Hunt Group, press

&, then i 7 7 plus the fax extension Hunt Group number.

When a fax machine answers, hang up.

Setting Up Fax Machines

There are many ways to set up fax machines. The following configurations are basic and easy to use:

■

Single fax machine.

uses a published fax number.

■

Fax machine line saver.

published fax number.

■

Send and receive fax machines.

machine sends, the other receives.

Good for light or moderate fax traffic. This basic setup

Good for light fax traffic, with no need for a

Good for high-volume fax traffic. One

4-18

You can install both a telephone and a fax machine on the same extension—see “Combination Extensions” in the

Installation

guide. This lets you receive both voice and fax calls on the same line

PARTNER Advanced Communications System

(but not at the same time). If you pick up the phone and hear a fax signal, push the Start button on your fax machine and then hang up.

Fax Machines

If you are using the PARTNER MAIL system’s Automated Attendant Service, you can program PARTNER MAIL to transfer fax calls to the fax extension or a group of fax extensions automatically. Use Fax Machine Extensions (#601) to identify fax extensions. If you have multiple fax machines, put all of the fax extensions into a single Hunt Group (any group 1–6) using Hunt Group Extensions (#505).

Restricting Dialing from a Fax Machine

You can use dialing restrictions to restrict calling activity on a fax machine. For example, you can use Outgoing Call Restriction (#401) to restrict the fax machine to local calls only. For a more detailed discussion of dialing restrictions, see Chapter 2.

Single Fax Machine

The single fax machine setup (shown in Figure 4-8) is good for moderate traffic. The fax machine has its own line (line A), the number of which is published as the fax number. (The fax line can be used by other phones when all other lines are busy.) The fax machine is connected to its own extension (extension X).

Fax Line A

Figure 4-8. Single Fax Machine

CONTROL

UNIT

Ext X

FAX

To Use

The fax machine automatically answers all calls that come in on the fax line. If a call comes in on another line, you can transfer the call to the fax extension (see ‘‘T ransferring a Call to the Fax Machine’’ on page 4-17). If you have

programmed a Fax Management button, you can transfer a call to the fax machine with a single touch, as well as monitor the status of the fax machine (see ‘‘Using the Fax Management Feature’’ on page 4-16).

When you send a fax, the system automatically selects the fax line.

4-19

Using Auxiliary Equipment

To Program

1. If extension X is a key extension, use Line Assignment (#301) to assign

only

line A to extension X.

If extension X is a pooled extension, use Pool Line Assignment (#207) to remove line A from all pools and then use Line Assignment (#301) to assign only line A to extension X.

2. Set Automatic Line Selection for extension X to select line A only. Set Automatic Line Selection to select line A last on all other extensions or remove line A from all other extensions if they should not use it to make outgoing calls.

3. Set Line Ringing for line A on extension X to Immediate Ring. On all other extensions, set line A to Delayed Ring or No Ring.

4. Set Automatic Extension Privacy (#304) for extension X to Assigned.

5. Make sure extension X is not assigned as a Call Waiting (#316) extension,

Pickup Group Extension (#501), Calling Group Extension (#502), Night Service Group Extension (#504), or Hunt Group Extension (#505).

6. To monitor the fax machine, use Fax Machine Extensions (#601) to identify extension X as a fax extension and program a Fax Management button by programming the fax machine extension number on an Auto Dial button.

Fax Line Saver

If you do not use your fax machine enough to justify paying for its own outside line, you can put the machine on its own extension. With this setup, you must transfer calls to it manually. If you have programmed a Fax Management button, you can transfer a call to the fax machine with a single touch, as well as monitor the status of the fax machine (see ‘‘Using t he Fax Management Feature’’ on page 4-16). Figure 4-9 shows the setup.

Lines

A B C

Figure 4-9. Fax Line Saver Setup

CONTROL

UNIT

Ext X

FAX

4-20

Polycom TransTalk 9000, MLC, MLS User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About This Guide

Purpose

Terminology

How to Use This Guide

Product Safety Statements

How to Comment on This Guide

Overview

Features and Capabilities

Features Available with Release 2.0 or Later

Features Available with Release 3.0 or Later

System Components

Configurations

System Modules

System Batteries

PC Card Slots

System Capacity

System Mode

Key Mode

Hybrid Mode

FCC Registration

Telephones

System Telephones

Intercom Autodialers

Standard Telephones

Auxiliary Equip men t

Requirements

Connecting Standard Devices

Programming

Overview

Hardware Considerations

Initial System Setup

Setting the System Clock

Assigning Lines

Key Extensions

Pooled Extensions (Release 2.0 or later)

Customizing Extensions

Changing Settings after Installation

Copy Settings

Changing the System Clock

Adding New Lines

Key Extensions

Pooled Extensions

Adding New Pools

Adding New Extensions

Swapping Extensions

Changing Settings to Support PBX or Centrex Services

Recall Setting

Dialing Restrictions

Speed Dial and Auto Dial Numbers

System Programming Options

Speed Dialing

Dialing Restrictions and Permissions

Locking an Extension

Restrictin g Access to Outside Lines or Pools

Controlling Calls on Outside Lines

Overriding Dialing Restrictions

Setting Up Groups of Extensions

Setting Up Auxiliary Equipment

Backup and Restore Features

Hospitality Features

Using System Programming

Programming Overlays

Button Locations

Programming Mode

Upgrading the PARTNER ACS

Changing Programming Type

Remote Programming

Telephone Programming Options

Automatic Line Selection

Extension Name on Display

Line Ringing

Personal Speed Dialing

Programming Telephone Buttons

Programming a Receptionist’s Extension

Call Handling Options

Backup Answering Options