AT&T Merlin 3070 Instruction Manual

AT&T
MERLIN®
COMMUNICATIONS SYSTEM
ADMINISTRATION MANUAL:
MODELS 1030 AND 3070
WITH FEATURE MODULE 5

MERLIN
COMMUNICATIONS SYSTEM
ADMINISTRATION MANUAL:
MODELS 1030 AND 3070
WITH FEATURE MODULE 5

Copyright © 1986 by AT&T
Printed in U.S.A.
MERLIN is a registered trademark of AT&T.
Issue 1
May 1986

Table of Contents
How to Use This Manual
Administration Overview
Administering Your System for the First Time
Making Changes to Your System Later
MERLIN System Components
The Model 1030 Control Unit and Expansion
Unit
The Administrator/Attendant Console
Types of Consoles
Using the Console
Optional Equipment
Preparing to Administer Your System
The Square vs. Pooled Decision
About Square Systems
About Pooled Systems
The Forms and Labels You Need
Choosing a Time to Administer Your System
Basic Administration
Setting Your Control Unit
Changing Your System Later
Notes on Resetting Control Unit Switches
Entering and Leaving Administration Mode
Specifying Touch-Tone or Rotary Signaling
Setting Your System to Operate with the Call
Management System
Setting Up Square Systems
Notes on Assigning Lines to Voice Terminals
Preparing to Assign Lines to Voice
Terminals
Assigning Lines to Buttons
Setting Up Pooled Systems
Preparing to Set Up Line Pools
Assigning Lines to Line Pools
Preparing to Assign Lines to Buttons and
Set Up Access to Line Pools
Assigning individual Lines to Buttons
Assigning Line Pools to Buttons (Button
Access to Line Pools)
Assigning Dial Access to Line Pools
Customizing with Additional System Options
Assigning Call Restrictions to Voice Terminals
Assigning Outward and Toll Call
Restrictions
Setting Up Allowed Lists
Assigning Allowed-List Call Restrictions
Administering Automatic Route Selection
(ARS)
How ARS Works
Overview of ARS Administration
About ARS Tables
Preparing ARS Tables for a Typical Business
Preparing to Administer ARS Tables
Administering Area Code/Exchange Sections
of ARS Tables
Administering Pool, Absorb, and Other Digits
Sections of ARS Tables
Activating and Deactivating ARS
Assigning Voice Terminals to Groups for
Group Page
Assigning Voice Terminals, Lines, or Line Pools to
Groups for Group Call Distribution
How Group Call Distribution Works
Preparing to Administer Group Call Distribution
Setting the System for One-Touch Hold with
Call Announcement
Page
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4
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Establishing Enhanced Night Service
Administering Night Service with Group
Assignment
Administering Night Service with Extra Alert
Administering Night Service with Outward
Restriction
Administering Night Service with Time Set
Activating and Suspending Enhanced Night
Service with Time Set
Activating and Deactivating Enhanced Night
Service at the Attendant Console
Programming System Speed Dial Codes
Administering SMDR (Station Message Detail
Recording) Options
Resetting SMDR
Setting Your Printer to Scroll to the Top of
the Page
Setting the Return Interval for Transferred
Calls
Setting the Disconnect interval for Held Calls
Setting the Recall Timer
Programming Voice Terminals for Office
Priorities
Using Centralized Voice Terminal
Programming
Assigning an Automatic Line Selection
Sequence
Assigning Programmable Line Ringing for
Incoming Calls
Assigning Cover Buttons
Assigning Line Pickup Buttons
Programming Voice Terminals for Personal
Priorities
Assigning Features to Programmable Buttons
Feature Programming Chart
Assigning Personal Speed Dial Codes to 5-
and 10-Button Voice Terminals and Basic
Telephones
Using Special Characters in Programmed
Dialing Sequences
Selecting a Personalized Ring
Programming Voice Announcement Disable
Programming Simultaneous Voice and
Data Calls
Special information about Attendant Consoles
Programming Tips for Attendant Consoles
Notes on Programming and Using Economy
Attendant Consoles
Special Information about 5-Button Voice
Terminals
Special information about Basic Telephones
Basic Telephones Connected to an Off-Premises
Telephone Interface (OPTI) or a Basic Telephone
and Modem interface (BTMl)
Basic Telephones Connected to a Basic Telephone
Module
Special Requirements for Placing Voice or Data
Calls on Touch-Tone Telephones
MERLIN System Features
Fixed Features
Custom Features
Optional Features
Appendix: System and Voice Terminal
Configuration Forms
Index
Quick Reference Guide to Administration
Procedures
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183

How to Use This Manual
The advanced technology of the MERLIN® communications system offers a flex-
ibility that allows you to customize the system to meet your particular business com-
munication needs. As system administrator, you’ll probably be responsible for
establishing the basic operating conditions of your MERLIN system immediately
after installation. This includes such essential steps as setting the system to work
with the Call Management System, if you have this automatic call distributor, and
assigning lines to voice terminals.
You can also put optional systemwide features in place during your initial administra-
tion session or add them later, depending on your priorities. If your needs change
over time, you can easily alter your MERLIN system to meet the new requirements
of your business.
This administration manual takes you step-by-step through the procedures involv-
ed in customizing your system. Here is how to use the manual:
If you are setting up a new system for the first time:
1. Read the “Administration Overview," page 4, to learn about the tasks you’ll
be performing as system administrator.
2. Review the “MERLIN System Components," page 8, to familiarize yourself
with the equipment you’ll be working with.
3. If you haven’t already decided which features you want your MERLIN
system to have, look through the “MERLIN System Features” described
on pages 136 through 143.
4. Get ready to administer your system by filling out the System and Voice
Terminal Configuration Forms on pages 144 through 180, if you haven’t
done so already. You’ll also need to review the information in “Preparing
to Administer Your System," page 16.
5. Read through “Basic Administration," page 24, and perform those tasks
that apply to your particular system.
IMPORTANT If you plan to use the Call Management System (CMS) for
the MERLIN System, you must set your MERLIN system to be compati-
ble with CMS before going on to other administration steps.
6. Similarly, read through “Customizing with Additional System Options,"
page 45, and add the systemwide features that your business needs.
7. Review the features described in “Programming Voice Terminals for Of-
fice Priorities," page 105. Because these features have systemwide effects,
you should program the features on selected voice terminals yourself or
oversee any programming done by voice terminal users.
8. If you want to assign features to voice terminals to suit the preferences of
individual users, perform the procedures described in “Programming Voice
Terminals for Personal Priorities” page 115.
9. To learn how to program your attendant console(s), review “Special infor-
mation about Attendant Consoles,” page 127.
10. If you have many 5-button voice terminals or basic telephones connected
to your system, read “Special Information about 5-Button Voice Terminals,”
page 131, and “Special Information about Basic Telephones," page 132.
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If you are changing some options or features that are already in place:
1. Review the information in “Preparing to Administer Your System," page 16.
2. Using the Table of Contents, Index, or page references in “MERLIN
System Features,” page 136, locate the procedure for the option or feature
you want to change and perform the necessary steps in the procedure.
Streamlined instructions are provided in the “Quick Reference Guide to
Administration Procedures” on page 183.
3. If you are making a basic modification to the system—that is, a modifica-
tion that requires changing any of the switch settings on your control unit—
read the information in “Changing Your System Later," page 27.
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Administration Overview
Because the effects of system administration are wide-ranging, only you or someone
you delegate should perform administration procedures. The term administer as used
in this manual refers to the act of establishing certain options and features that have
systemwide impact, such as assigning the outside lines that each voice terminal can
access or defining System Speed Dial codes for everyone in the system to use. You
use the switches on your control unit and the administrator/attendant console, the
voice terminal connected to the intercom 10 jack on the control unit, to administer
your system. Before you can perform administration, you have to put the system in
a special state of operation called administration mode. (See “Entering and Leav-
ing Administration Mode,” page 28, for more information about this operating state.)
In contrast, the term program refers to assigning programmable features to an in-
dividual voice terminal. Anyone can put a voice terminal in programming mode and
assign it features while the system is in the regular call-handling mode.
ADMINISTERING YOUR SYSTEM FOR THE FIRST TIME
System administration involves a series of simple procedures that you perform at
the control unit and at the administrator/attendant console. The connections between
the control units and the administrator/attendant consoles for Models 1030 and 3070
are illustrated below. The connection for Model 1520 is the same as that shown for
Model 1030.
Model 1030 control unit
Voice terminal module
jack 10
1
Administrator/Attendant
console
Voice terminal module
jack 10
Model 3070 control unit
Administrator/Attendant
console
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The MERLIN system is designed to be up and running with a minimum amount of
administration. However, certain administration procedures are required to set up
newly installed system, depending on the conditions of your communications en-
vironment and the options you choose. For example, if you want to use the Call
management System (CMS) with your basic MERLIN system, you must administer
your system to be compatible with CMS. Before performing any other procedures,
review the information in “Basic Administration,” page 24, and complete the required
procedures that apply to your system and business needs.
The other systemwide administration procedures are optional. You can administer
just the features you want to use, at your own convenience. Those features are
described in “Customizing with Additional System Options," page 45.
There are some features that you may want to assign to certain voice terminals
yourself because they influence call-handling efficiency throughout your entire
business. Assigning these features does not involve administrative procedures, but
rather, simple programming steps at the administrator/attendant console or at in-
dividual voice terminals. These procedures are described in “Programming Voice
Terminals for Office Priorities,” page 105.
Finally, if you want to help people program their voice terminals to meet their individual
needs, follow the procedures outlined in “Programming Voice Terminals for Personal
Priorities,” page 115. Later, if your needs change, you can alter any system administra-
tion or programming that has been done.
The chart which follows shows the five types of procedures described in this manual.
If you are about to perform system administration for the first time, be sure to read
“Preparing to Administer Your System," page 16, before you attempt any procedures.
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MAKING CHANGES TO YOUR SYSTEM LATER
Changing system features that were administered from the administrator/attendant
console or programmed at individual voice terminals is a simple process. You just
turn to the section of this manual that gives the procedure for assigning the feature
or option you want, and follow the instructions. The “Quick Reference Guide to Ad-
ministration Procedures” on page 183 provides streamlined instructions for program-
ming systemwide features.
Making basic changes to the way your system operates—that is, changes to the
switch settings on the control unit—is more complicated, since changing a setting
may erase critical system administration that is now is place. Before you change any
switch settings, review the information in “Changing Your System Later,” page 27.
Prepare for System Administration
These procedures help you get ready to administer your system.
● Decide how people will access outside lines.
● Complete and keep handy your System and Voice Terminal Configuration
Forms.
● Schedule a time to perform administration procedures.
Perform Basic Administration
Depending on your system requirements, some of these procedures maybe
necessary immediately after your system is installed; you also perform these
procedures whenever you need to change your system later. These procedures
are carried out at the control unit and the administrator/attendant console.
● Set your control unit.
● Learn how to enter and leave administration mode.
● Specify Touch-Tone or rotary signaling.
● Set your system to work with the MERLIN Call Management System, if
your business has this automatic call distributor.
● Set up a square system, with lines assigned to buttons.
● Set up a pooled system, with line pools, line-to-button assignments, and
either Button Access or Dial Access to Line Pools.
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Customize with Additional System Options
These procedures are optional. Perform them at the administrator/attendant
console whenever you want to add these features to your system.
● Assign call restrictions.
● Administer Automatic Route Selection.
● Assign voice terminals to groups for Group Page.
● Assign voice terminals to groups for Group Call Distribution.
● Establish One-Touch Hold with Call Announcement, if you want this feature
instead of One-Touch Transfer.
● Establish Enhanced Night Service.
● Program System Speed Dial codes.
● Administer Station Message Detail Recording options.
● Set return interval for transferred calls.
● Set disconnect interval for held calls.
● Set recall timer.
Program Voice Terminals for Office Priorities
These procedures are optional. Use Centralized Voice Terminal Programming
or perform them at individual voice terminals whenever you want to give some-
one access to these features.
● Assign an Automatic Line Selection sequence.
● Assign Programmable Line Ringing for incoming calls.
● Assign Cover buttons.
● Assign Line Pickup buttons.
Program Voice Terminals for Personal Priorities
These procedures are optional. Use Centralized Voice Terminal Programming
or perform them at individual voice terminals whenever you want to give some-
one access to these features.
● Assign features to programmable buttons.
● Assign Personal Speed Dial codes to 5- and 10-button voice terminals.
● Use special characters in programmed dialing sequences.
● Select a Personalized Ring.
● Program Voice Announcement Disable.
● Program Simultaneous Voice and Data Calls.
7