AT&T Merlin II Release 3 User guide

AT&T
MERLIN
®
II
COMMUNICATIONS SYSTEM
Release 3
System Manual

©1991 AT&T
All Rights Reserved
Issue 4
Printed in USA March, 1991
NOTICE
The information in this document is subject to change without notice. AT&T assumes no responsibility
for any errors that may appear in this document.
MERLIN is a registered trademark of AT&T.
To order copies of
this document, call the AT&T Customer Information Center, 1-800-432-6600 and
include the document number 999-507-146 with your order.

Warranty
AT&T warrants that this product will be free from defects in material and
workmanship on the date of your purchase, and that it will repair or replace,
at its option, without charge for parts or labor, the product if it fails to work,
provided that the effect is reported to AT&T within one year of your
purchase. If AT&T determines that any defective product cannot be replaced,
it may refund your purchase price. Replacement parts or products may be
new or equivalent to new in performance, and will be provided on an
exchange basis. For information on repair procedures, call your authorized
dealer.
The warranties provided in this section do not cover damages, defects,
malfunctions or product failures caused by:
● Failure to follow AT&T installation, operation or maintenance instructions;
● Modification of the Products;
● Abuse, misuse or negligent acts by persons other than AT&T, or
● Power failures, fire, flood, accident, actions of third parties and other
events outside AT&T control.
Except as specifically made in this agreement, AT&T and its affiliated
subcontractors and agents make no warranties, express or implied, and
specifically disclaim any warranty of merchantability or fitness for a
particular purpose.
In no event will AT&T or its dealer be liable for any claims, suits,
liabilities, damages, costs or expenses in excess of $50,000 regardless of the
form of action, whether in contract, tort (including negligence) and strict
liability or otherwise, and whether or not foreseeable, except for direct
damages for personal injury (including death). In no event will AT&T or its
dealer be liable for indirect, special reliance, incidental or consequential loss
or damage arising out of the subject matter of this agreement.

Contents
Section 1: Getting Started
What’s in This Manual
1-1
Other MERLIN II System Documentation
1-2
FCC Notification and Repair Information
1-3
Section 2: System Components
The Control Unit
2-1
Type of System 2-2
MERLIN II System Telephones
2-6
Phone Accessories
2-17
Section 3: Reference
Overview
3-1
Checklist of Features
3-6
MERLIN II System Features
3-8
Quick Reference Guide to Programming 3-144
Quick Reference Guide to Printing
3-147
Section 4: Troubleshooting
Troubleshooting Procedures
4-1
Index
Index
I-1

What’s in This Manual
SECTION 1: GETTING
STARTED
SECTION 2: COMPONENTS
OF YOUR SYSTEM
SECTION 3: REFERENCE
SECTION 4:
TROUBLESHOOTING
The information in this MERLIN® II Communications System Manual is for use
with Release 3 of the MERLIN II system. This manual is divided into four
sections, as described below.
This section tells you what’s in the manual and what other documentation is
available for the system.
This section describes the control unit, the different system types, and the
telephones and accessories available with your system. Here you’ll also find
details about lights, buttons, and signals that identify the status of calls and
selected features.
This section contains a detailed discussion of each feature in the MERLIN II
system. It begins with a description of how to administer and program
features, and then provides a checklist of features you should consider for
your business needs. Following the checklist are the feature descriptions
organized alphabetically by feature name. You can read the descriptions to
familiarize yourself with the features, then follow the tables to perform the
procedures for administering, programming, and using the features. A quick
reference guide to programming, that lists all the programmable features in
alphabetical order, is provided at the end of this section.
This section helps isolate and resolve problems you may encounter with your
system.
What’s in This Manual 1-1

Other MERLIN II System Documentation
The documents you need to use with your MERLIN II system come packaged
with it. Other related documents, listed below, and additional copies of the
documents that come with the system can be ordered by calling the AT&T
Customer Information Center at l-800-432-6600.
MERLIN II System Release 3 Document
Installation, Administration, and Maintenance Manual
User’s Guide: Basic Touch-Tone and Rotary Telephones
User’s Guide: 5, 10, 22, and 34 Button Telephones
User’s Guide: 7406D Telephones
Attendant’s Guide
Planning Guide
Data Communications Guide
System Manual
MERLIN II Attendant User’s Guide
MERLIN II Attendant Planning Forms
MERLIN II Attendant Installer’s Guide
Customization Chart for Menu-Driven Administration
Ordering Number
518-600-016
999-503-141
999-503-142
999-503-143
999-508-148
999-503-144
518-600-038
999-507-146
999-504-140
999-504-139
518-600-017
999-507-147
PLANNING GUIDE
USER GUIDES FOR
You’ll find copies of the attendant and user guides with this binder.
TELEPHONES AND Distribute those guides to the appropriate people as soon as possible so they
ATTENDANT CONSOLE can learn how the system works and how they can make the most of its
optional features.
The MERLIN II Communications System Release 3 Planning Guide provides
planning forms and instructions for planning the features you need and for
determining the initial capacity of your system.
DATA COMMUNICATIONS If your system includes digital data equipment, a MERLIN II Communications
GUIDE
System Release 3 Data Communications Guide is included with the data module.
SERVICE MANUAL If you have the expertise to plan, install, and administer the system yourself,
you should order a copy of the MERLIN II Communications System Installation,
Administration, and Maintenance Manual. Please do not attempt to install the
system without this manual.
1-2 Other MERLIN II System Documentation

FCC Notification and Repair Information
INTERFERENCE
Federal Communications Commission (FCC) Rules require that you be
INFORMATION NOTICE notified of the following:
● This equipment generates, uses, and can radiate radio frequency energy
and, if not installed and used in accordance with the instructions in this
manual and the MERLIN II Communications System Installation,
Administration, and Maintenance Manual, may cause interference to radio
communications.
● This equipment has been tested and found to comply with the limits for a
Class A computing device pursuant to Subpart J of Part 15 of FCC Rules,
which are designed to provide reasonable protection against such
interference when the equipment is operated in a commercial
environment.
● Operating this equipment in a residential area is likely to cause
interference, in which case the user, at his or her own expense, will be
required to do whatever is necessary to correct the interference.
FCC REGISTRATION AND This equipment is registered with the FCC in accordance with Part 68 of its
REPAIR INFORMATION 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 RJ1lC or RJ14C.
Connection to E&M Tie Trunks requires a USOC RJ2GX. Connection to
Off-Premises Stations requires a USOC RJ1lC. Connection to 1.544 Mbs
digital facilities must be through a USOC RJ48C. These shall be ordered
from your Telephone Company. 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 numbers you will be using with this equipment.
➤ The appropriate registration number and ringer equivalence number
(REN) which can be found on the back or bottom of the control unit as
follows:
If this equipment is to be used as a key system, report number
AS593M-72914-KF-E. If the system provides both manual and
automatic selection of incoming/outgoing access to the network, report
AS593M-72682-MF-E. The ringer equivalence number for both systems
is 0.5A.
➤ For tie line connection provide facility interface code (FIC) TL31M and
service order code (SOC) 9.0F.
➤ For connection to off-premises stations, report FIC OL13C and SOC
9.0F.
FCC Notification and Repair Information 1-3

➤ If this equipment is to be connected to digital services (1.544 Mbs),
report FIC 04DU9-B and SOC 6.0N.
➤ Report the quantities and USOC numbers of the jacks required.
➤ For each jack, provide the sequence in which lines are to be
connected, the type lines, the FIC and REN by position when
applicable.
You must also notify your local telephone company if and when this
equipment is permanently disconnected from the line(s).
PROBLEM AND REPAIR If you have any problems or questions about your MERLIN II
ASSISTANCE
Communications System, or if you need repair information, please call the
AT&T National Service Assistance Center: 1-800-628-2888.
● Installation Instructions for Equipment Installers and Operational
Procedures: This manual contains information about operational
procedures of the MERLIN II system. The MERLIN II Communications
System Installation, Administration, and Maintenance Manual contains
information about both installation and operational procedures.
1-4 FCC Notification and Repair Information

The Control Unit
The control unit is the vital core of the system. It provides the power and
intelligence for all your telephones, and it directs incoming and outgoing call
traffic. All the system’s memory, including systemwide administration, line
assignments, and phone programming, resides in the control unit. Figure 2-1
shows a typical control unit with the front cover removed.
FIGURE 2-1 The MERLIN II system control unit.
The control unit must contain the following modules:
● Power Supply Module
● Processor Module
● Circuit Pack (008 or 408) Module in slot 1 of the basic carrier.
NOTE: There is no required slot assignment for line and/or station modules
(008, 008D, 400w/TTR, 408, or 800) except that the module in slot 1 of
the basic carrier must be a 008 or a 408 module.
The Control Unit 2-1

Type of System
SQUARE
The type of system selected affects how you handle calls and how you use
certain features. The figures below show the three system types (Square,
Behind-Switch, and Pooled) and their options. Section 3, “Reference,”
identifies how to handle calls and features that are affected by the system
type you’re using.
The system types and their options are as follows:
● Square. Each line appears on a separate button. Square systems can be
standard or customized.
● Behind-Switch. The MERLIN II system operates behind a larger system
such as a PBX. Lines appear on separate buttons.
● Pooled. Interchangeable lines (e.g. WATS) are grouped into line pools.
There are three options with pooled systems:
➤ Button Access. You select a line pool by touching its button.
➤ Dial Access. You select a line pool by dialing its code.
➤ Automatic Route Selection (ARS). The system places a call on the line
identified as the most appropriate for that call.
(NONPOOLED) In a square system, each line appears on a separate button on each phone.
This arrangement simplifies call handling because people can join calls or pick
up calls on hold just by touching the appropriate line button on almost any
phone.
In the standard configuration, all phones have access to the same lines on the
same buttons. See Figure 2-2.
MERLIN II
System Control Unit
Line Line Line Line
A B
C D
Standard
FIGURE 2-2 Example of a standard square (nonpooled) system.
2-2 Type of System

With the customized configuration, each line button accesses only one line, but
every line doesn’t have to appear on each phone nor do the lines have to appear
on the same buttons on each phone. See Figure 2-3. This type of system
provides complete flexibility in line assignment; you can assign lines to any
available button on a phone, in any order you wish. See “Line Assignments in
Square Systems” in Section 3, “Reference,” for more information.
For example, a customized square system in an automobile dealership could
have three local lines assigned to the phone in the service department, a WATS
line and a local line assigned to the phone in the parts department, and a private
line assigned to the manager’s phone. The ability to customize line assignments
enables a company to respond to the specific phone requirements of each
department.
MERLIN II
System Control Unit
Line Line Line Line
A
BC
D
Customized
FIGURE 2-3 Example of a customized square (nonpooled) system.
Changing to a Square System
When changing from a pooled system to a square system, first remove all the
pools from the phones. If the pools are not removed, the phones will have non-
functioning pool buttons instead of the intended square lines. See the
description of pooled systems and “MERLIN II System Telephones” on the
following pages. Changing from a pooled system will disable the Automatic
Route Selection feature. See “Automatic Route Selection” in Section 3, for more
information.
Type of System 2-3

BEHIND SWITCH With this system type, the MERLIN II system operates behind a larger
telephone system such as a PBX. Each line appears on a separate button.
See Figure 2-4. The fixed feature buttons that appear on MERLIN II system
phones, including Conference, Transfer, Drop, and Hold, are controlled by
the larger system. See “Line Assignments in Behind-Switch Systems” in
Section 3, “Reference.”
POOLED
PBX
Line
Line Line
A
B
C
MERLIN II
System Control Unit
Line
Line
Line
A
B
C
FIGURE 2-4 Example of a behind-switch system.
With this type of system, similar types of lines, such as WATS lines, are
grouped into line pools. See Figure 2-5. There are three types of pooled
systems and whenever you select any of these options, the system type is
automatically set to “pooled.”
● Button Access. You select a line pool by pressing its button.
● Dial Access. You select a line pool by dialing its code.
● Automatic Route Selection (ARS). The system places the call on the line
pool that has been identified as the most appropriate for that type of call.
See “Line Assignments in Pooled Systems” in Section 3, “Reference.”
2-4 Type of System

MERLIN II
System Control Unit
Line Line Line Line Line
AB
C
D E
MAIN POOL
WATS
Button Access
MERLIN II
System Control Unit
Line Line Line Line Line
A B C D E
MERLIN II
System Control Unit
Line Line Line Line Line
A B C D E
Dial Access Automatic Route Selection
Press either pool button then dial an outside number.
The system selects the most appropriate line for the call.
Press either pool button then dial 9 for lines A, B, C
or dial 890 for WATS lines D, E.
FIGURE 2-5 Example of a pooled system.
Type of System 2-5

MERLIN II System Telephones
The telephones you can use with your MERLIN II system are properly known
as “voice terminals” because they have programmable buttons for special
features. However, we use the terms “phone” and “telephone” throughout
this manual since those are the terms most people recognize.
SYSTEM DISPLAY
CONSOLE
OTHER PHONES
The main telephone in the system is the MERLIN II System Display Console,
which must be used as the administrator console. The assignment of lines
and systemwide features and restrictions are implemented from this phone.
See “The MERLIN II System Display Console” in this section for more details.
The other telephones available for your system come in various sizes and
offer special features and accessories. There are two basic types of phones,
analog and digital. You may have either or both types in your system. In
addition to the models listed below, the system supports any standard
Touch-Tone or rotary phone, which are referred to as “Basic Telephones” in
this manual.
The following analog phones can be used with the MERLIN II system:
● 10-Button Built-In Speakerphone (BIS-10)
● BIS-22
● BIS-22D with Display
● BIS-34
● BIS-34D with Display
● 5-Button
● 10-Button
● 34-Button
● 34-Button
● 10-Button
● 34-Button
● 34-Button
Deluxe
Hands-Free Answer on Intercom (HFAI-10)
with Speakerphone (SP-34)
with Speakerphone and Display (SP-34D)
NOTE:
Only the BIS models in the above list are currently available for sale
or lease.
The following digital phones can also be used:
● 7406D
● 7406D with Display
All MERLIN II System telephones have buttons for fixed features such as
Conference, Transfer, Drop, and Hold. They differ from one another in the
number of buttons above and to the right of the dial pad.
Some phones have special features built-in. For example, phones with the
“HFAI” designation have the hands-free on intercom feature while phones
with “BIS” or “SP” designations also have built-in speakerphones that can be
used hands free for outside calls as well as intercom calls.
2-6 MERLIN II System Telephones

BIS-10, BIS-22, BIS-22D, BlS-34, and BlS-34D Phones
All BIS models have built-in speakerphones that allow you to make and
receive outside calls and intercom calls without lifting the handset. Each line
and feature button has dual lights to indicate the current status of features
and lines.
The BIS-10 phone has two columns of five buttons, each located above the
dial pad for incoming lines, intercom, and programmable features. See Figure
2-6.
10-Button phone
(BIS-10)
FIGURE 2-6 A BIS-10 phone.
The BIS-22 phone has two columns of five buttons each above the dial pad for
incoming lines, intercom, and programmable features. This phone also has
one column of 12 buttons to the right of the dial pad for auto intercom and
programmable features. See Figure 2-7.
The BIS-22D phone is configured the same as the BIS-22 and includes a
display at the top of the phone. The display provides a variety of visual aids
for most features. See Figure 2-7. Refer to “Display” in Section 3,
“Reference,” for more information.
22-Button phone
(BIS-22)
22-Button phone with Display
(BIS-22D)
FIGURE 2-7 The BIS-22 and BIS-22D phones.
MERLIN II System Telephones 2-7

The BIS-34 phone has two columns of five buttons, each above the dial pad
and two columns of 12 buttons each located to the right of the dial pad. See
Figure 2-8.
The BIS-34D phone is configured the same as the BIS-34 and has a display at
the top of the phone. The display provides a variety of visual aids for most
features. See Figure 2-8. Refer to “Display” in Section 3, “Reference,” for
more information.
34-Button phone
(BIS-34)
34-Button phone with Display
(BIS-34D)
FIGURE 2-8 The BIS-34 and BIS-34D phones.
5-Button, 10-Button, 34-Button, and 34-Button Deluxe Phones
The 5-Button phone has one column of five buttons above the dial pad for
outside lines and programmable features. See Figure 2-9.
The 10-Button phone has two columns of five buttons, each above the dial pad
for outside lines, intercom, and programmable features. See Figure 2-9.
5-Button phone 10-Button phone
FIGURE 2-9 5-Button and 10-Button phones.
2-8 MERLIN II System Telephones

The 34-Button phone has two columns of five buttons above the dial pad for
outside lines, intercom, and programmable features. This phone also has two
columns of 12 buttons to the-right of the dial pad for Auto Intercom buttons
and other programmable features that do not require lights. See Figure 2-10.
The 34-Button Deluxe phone is like the 34-Button phone except that the 24
buttons to the right of the dial pad have two lights per button that can be
used for Auto Intercom buttons and other programmable features requiring
lights. See Figure 2-10.
34-Button phone 34-Button Deluxe phone
FIGURE 2-10 34-Button and 34-Button Deluxe phones.
HFAI-10, SP-34, and SP-34D Phones
Each of these models has a built-in speaker that allows you to answer and
make intercom calls without lifting the handset.
The HFAI-10 phone has two columns of five buttons located above the dial
pad for outside lines, intercom, and programmable features. See Figure 2-11.
HFAI-10 phone
FIGURE 2-11 A HFAI-10 phone.
MERLIN II System Telephones 2-9

The SP-34 phone is a 34-button phone with speakerphone that allows you to
place and answer both intercom and outside calls without using the handset.
Above the dial pad are two columns of five buttons for outside lines, Auto
Intercom buttons, and programmable features. These buttons have dual lights
that indicate the current status of lines and features. To the right of the dial
pad are two columns of 12 buttons that can be used for programmable
features that do not require lights. See Figure 2-12.
The SP-34D phone is a 34-button phone with speakerphone and display. It
has all the features of the SP-34 phone and it also has a display on the top of
the phone that offers a variety of visual aids for most features. See Figure 2-
12. Refer to “Display” in Section 3, “Reference,” for further details.
SP-34 phone SP-34D phone
FIGURE 2-12 SP-34 and SP-34D with Display phones.
7406D and 7406D with Display Phones
The 7406D and the 7406D with Display are digital phones. Both models have
Shift buttons that allow you to program two features on each of the seven
programmable buttons. You use the Shift button when you want to program
or access features on the top band of those buttons. These phones also have a
Select Ring button that you can use to choose a special ringing pattern so that
you can distinguish the sound of your telephone’s ring from other phones
ringing nearby.
On the 7406D phone, the top button in the first (left) column and the two top
buttons in the second column are for lines and programmable features. The
Select Ring button can have a feature programmed on its bottom band. The
third column has ten buttons. The first three buttons have lights for features
that require them. The seven buttons below them can have two features
programmed onto each button, provided the features do not require lights.
The Shift button is used to access the feature programmed on the top band of
any of these seven buttons. See Figure 2-13.
The 7406D with Display phone is configured the same as the 7406D phone, but
in addition, has a display on its top to provide visual aids for most features.
See Figure 2-13. Refer to “Display” in Section 3, “Reference,” for more
information.
2-10 MERLIN II System Telephones

FIGURE 2-13 7406D and 7406D with Display phones.
7406D phone 7406D phone with Display
THE DISPLAY CONSOLE The MERLIN II system display console is the only telephone that can
administer MERLIN II System Release 3 features. It is often referred to as the
administrator’s console. See Figure 2-14.
The display has two lines to provide information about programming,
administration, and call status. When the display is not in use, it shows the
time, day, and date.
The station shift button allows you to select the group of stations that the
Auto Intercom buttons represent. Station Shift 1 represents intercom
numbers 10 through 49. Station Shift 2 represents intercom numbers 50
through 69 and 700 through 719. Station Shift 3 represents intercom numbers
720 through 759.
When you place a call from the console to an intercom number or transfer a
call, you touch the Station Shift button and the appropriate Auto Intercom
button located in one of the last four columns on the console. Whenever you
press a Shift button, the red light beside it goes on.
The console also has two Line Shift buttons for use in administration. With
Line Shift 1, the line buttons represent lines 1 through 30. With Line Shift 2,
the buttons represent lines 31 through 56.
For more information on the MERLIN II System Display Console, see
“Display” in Section 3, “Reference.”
MERLIN II System Telephones 2-11

FIGURE 2-14 The MERLIN II System Display Console.
2-12 MERLIN II System Telephones