Lucent Technologies MERLIN Plus Release 2 User guide

Lucent Technologies
Bell Labs Innovations
MERLIN®Plus
COMMUNICATIONS SYSTEM
Release 2
System Manual
999-507-148
Issue 3
August 1990

© 1990 AT&T
All Rights Reserved
Printed in U.S.A.
999-507-148
Issue 3
August 1990
NOTICE
The information in this document is subject to change without notice. Lucent
Technologies assumes no responsibility for any errors that may appear in this document.
MERLIN is a registered trademark of Lucent Technologies.
To order copies of this document, call the Lucent Technologies Customer Information
Center, 1-888-582-3688 and refer to document number 999-507-148 with your order.
Intellectual property related to this product (including trademarks) and registered to
AT&T Corporation has been transferred to Lucent Technologies Incorporated.
Any references within this text to American Telephone and Telegraph Corporation
or AT&T should be interpreted as references to Lucent Technologies Incorporated.
The exception is cross references to books published prior to December 31, 1996,
which retain their original AT&T titles.
Lucent Technologies
– formed as a result of AT&T’s planned restructuring –
designs, builds, and delivers a wide range of public and private networks,
communication systems and software, consumer and business telephone systems,
and microelectronic components. The world-renowned Bell Laboratories is the
research and development arm for the company.

Contents
Section 1: Introduction
FCC Notification and Repair Information
1-1
Quick Start Procedure 1-3
What’s in This Manual
1-4
How to Use This Manual 1-6
The MERLIN Plus Communications System 1-7
Section 2: Planning the System
Introduction
2-1
System Configuration Form
2-2
Line Assignments Form
2-9
Call Restrictions Forms 2-18
System Speed Dial Forms 2-23
MERLIN Plus System Planning Forms 2-25
Section 3: Administering the System
Introduction 3-1
Administration Preview
3-2
Basic Administration
3-10
Line Assignments for Voice Terminals 3-24
Systemwide Options 3-33
Quick Reference Guide to System Administration 3-37
Quick Reference Guide to Administration Codes 3-48
Section 4: Using The Attendant Console
Overview
4-1
Handling Calls 4-4
Section 5: Reference
MERLIN Plus System Features
5-1
Quick Reference Guide to MERLIN Plus Features 5-166
Quick Reference Guide to Using the ASA Features 5-170
Quick Reference Guide to Using the Programming Codes 5-171

Section 6: Accessory Equipment
Answering Machines
Basic Telephones
Basic Telephone and Modem Interface 2
Data Collector and Printer
Doorphone Controller
General Purpose Adapter (GPA)
Headset and Headset Adapter
Loudspeaker Paging System
Music-on-Hold (MOH) and Background Music
Supplemental Alert Adapter (SAA)
6-2
6-4
6-7
6-9
6-11
6-13
6-15
6-17
6-21
6-23
Section 7: Troubleshooting the System
Troubleshooting Procedures
7-1
System Test
7-13
Section 8: Installation
Index

Section 1: Introduction

FCC Notification and Repair Information
INTERFERENCE This equipment generates, uses, and can radiate radio frequency energy and, if
INFORMATION NOTICE not installed and used in accordance with the instructions in this manual, may
cause interference to radio communications. The equipment has been tested and
found to comply with the limits for a Class A computing device pursuant to
Subpart J or 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 the rules, you are to be advised of the following:
1 Means of Connection: Connection of this equipment to the telephone
network must be through a standard network interface jack: USOC RJ11C or
RJ14C, or a multiline network interface cable and connector USOC R121.
● Connection to off-premises stations requires a USOC RJ2GX.
● This equipment must be ordered from your local telephone company.
● This equipment may not be used with party lines or coin telephone lines.
2 Notification of the Local Telephone Company: 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 registration number for the MERLIN® Plus system:
AS593M-13529-KF-E
● The ringer equivalent number (REN) for the MERLIN Plus system:
0.8A
You must also notify your local telephone company if and when this
equipment is permanently disconnected from the lines.
3 Installation and Operational Procedures: The System Manual and the
MERLIN Plus Installation Guide contain information about installation and
operational procedures.
4 Repair Instructions: If you experience trouble because your equipment is
malfunctioning, the FCC requires that the equipment not be used and that it
be disconnected from the network until the problem has been corrected.
Repairs to this equipment can only be made by the manufacturers, their
authorized agents, or by others who may be authorized by the FCC.
FCC Notification and Repair Information 1-1

5
6
Rights of the Local Telephone Company: If this equipment causes harm to the
telephone network, the telephone company may discontinue your service
temporarily. If possible, they will notify you in advance. If advance notice is
not practical, you will be notified as soon as possible. You will also be
informed 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 service.
Hearing Aid Compatibility: The custom telephone sets for this system are
compatible with inductively coupled hearing aids.
1-2 FCC Notification and Repair Information

Quick Start Procedure
IF YOU’RE IN A HURRY If you need to make and receive calls the moment your MERLIN Plus system is
installed, and before you’ve had time to learn how to implement the entire
system, this “Quick Start” information is for you. Follow this short procedure and
in a few minutes you’ll hear the familiar sound of a dial tone, enabling you to
make and receive calls, so that your business can continue uninterrupted while
the rest of the system is being planned.
1 Connect the system to a grounded ac power outlet.
2 Connect the system to the Central Office line in jack A.
3 Plug a voice terminal into Intercom #10.
4 Turn on the system power switch.
You now can make unrestricted calls on Touch-Tone lines only
from the voice terminal.
Quick Start Procedure 1-3

What's in This Manual
SECTION 1.
INTRODUCTION
SECTION 2.
PLANNING THE SYSTEM
SECTION 3.
ADMINISTERING THE
SYSTEM
SECTION 4.
USING THE ATTENDANT
CONSOLE
SECTION 5.
REFERENCE
SECTION 6.
ACCESSORY EQUIPMENT
SECTION 7.
TROUBLESHOOTING
THE SYSTEM
SECTION 8.
INSTALLATION
You’ll find the information in this MERLIN Plus Communications System
manual conveniently divided into eight sections, as described below.
You’ll also find ten copies of the MERLIN Plus System User’s Guide enclosed.
This section tells you what’s in this manual and how to use it. It also offers a
brief introduction to the system’s control unit and the voice terminals
(telephones).
Use the information in this section to make some key decisions about how you
want the system to operate. This section includes planning forms to record your
decisions. If someone else will be system administrator, have that person fill out
the planning forms.
This section tells you how to use the information on the planning forms to
customize the system to meet your business needs. If someone else will be
system administrator, have that person administer the system following the steps
in this section.
If your system will have an attendant manage incoming call traffic, that person
can find helpful information in this section on using the administrator/attendant
telephone.
This section contains a detailed discussion of every component, option, and
feature in the MERLIN Plus system. The entries are organized alphabetically to
help you find the information you need quickly. As you become familiar with
the system, you’ll probably go to this section first when you want to change a
system setting or a voice terminal feature, or when you simply want to find out
more about some aspect of the system.
Accessory Equipment includes the additional hardware that can be used with the
MERLIN Plus system. The accessories are listed alphabetically.
The tables in this section can help you isolate and solve any of the technical
problems that may cause your system to malfunction.
Insert your MERLIN Plus Release 2 Installation Manual in this section
for future reference.
1-4 What’s in This Manual

CF/RLA CARD
DOCUMENT LIST
USER’S GUIDE This guide is a handy reference for anyone who uses a MERLIN Plus system
voice terminal on the job. Give one to everyone in your business who uses a
voice terminal.
This card should be given to anyone in your company who works at home or
travels frequently but still needs to make or receive business calls. It contains
instructions for using Call Forwarding and Remote Line Access, convenient
features for people who spend a lot of time out of the office. (Refer to
Section 5, “Reference,” for more details about these two features.)
Call the AT&T Customer Information Center at 1-800-432-6600 to order any of
the following documents for the MERLIN Plus system:
Document Order No.
System Manual
CF/RLA Card
Installation Manual
User’s Guide
Customization Chart
Customer Training Video Tape
999-507-148
999-502-148
518-600-008
999-500-148
999-503-148
775-358
What’s in This Manual 1-5

How to Use This Manual
ADMINISTERING
A NEW SYSTEM?
NEED TO USE THE PHONE
BEFORE THE SYSTEM IS
RUNNING?
MAKING CHANGES TO A
RUNNING SYSTEM?
MANAGING INCOMING
CALL TRAFFIC AS
SYSTEM ATTENDANT?
USING A VOICE TERMINAL
FOR THE FIRST TIME?
HAVING TROUBLE WITH
THE SYSTEM?
How you should use this manual at any particular time depends on what you
want to do, as the following information suggests.
Use the information in Section 2, “Planning the System,” to decide which options
and features you want for your system, then follow the instructions in Section 3,
“Administering the System,” and in Section 5, “Reference,” to set up the system
with the options and features you‘ve selected.
Refer to the “Quick Start Procedure” at the beginning of this section.
Change the planning forms to reflect the changes you want to make, then see the
relevant entries in Section 5, “Reference,” and Section 6, “Quick Reference
Guides,” to make the changes.
See Section 4, “Using the Attendant Console,” for information on how to use the
attendant’s telephone to handle incoming calls.
See the relevant entries and quick reference guides in Section 5, “Reference,”
and keep the MERLIN Plus System User’s Guide handy.
Find the symptom in Section 7, “Troubleshooting,” then follow the suggestions
for solving the problem.
1-6 How to Use This Manual

The MERLIN Plus Communications System
THE CONTROL UNIT
The basic MERLIN Plus system provides connections to up to four outside
telephone lines and ten voice terminals. We use the term “voice terminal”
instead of “telephone” because a basic telephone only lets you make and receive
calls, while a voice terminal can be programmed to do a whole lot more, which
you will soon discover as you read this manual.
To accommodate your growing communications needs, the system expands
easily and economically to support up to eight outside lines and 20 voice
terminals. If your business eventually outgrows even the fully expanded
MERLIN Plus system, you can protect your investment in voice terminals,
accessory equipment, and training time with the purchase of a larger MERLIN
system.
The paragraphs that follow offer a brief introduction to the system’s control unit
and voice terminals. The optional equipment you can add to your system is
described under the heading “Accessory Equipment” in Section 5, “Reference.”
The control unit is the system’s brain. It manages all incoming, outgoing, and
intercom call traffic. It makes all of the system’s decisions and controls all of the
system’s responses. For an illustration of the control unit with its major
components labeled, see “Administration Preview” in Section 3,
“Administering the System.”
THE VOICE TERMINALS A voice terminal is a MERLIN system telephone that provides basic telephone
functions and allows you to take advantage of the special MERLIN system
features. All voice terminals have buttons for fixed features such as Conference,
Drop, Transfer, and Hold. They differ from one another in the number of buttons
above and to the right of the dial pad that can be used for outside lines and
programmable features. The 10-button voice terminal with the “HFAI”
designation has the hands-free intercom feature. Voice terminals with “SP” or
“BIS” designations also have the hands-free answer on intercom feature and a
built-in speakerphone. For more information on using basic telephones with the
MERLIN Plus system, see “Basic Telephones” in Section 5, “Reference.”
Your MERLIN Plus system works best with the following voice terminals:
● BIS-10 Voice Terminal
● BIS-22 Voice Terminal
● BIS-22D Voice Terminal with Display
● BIS-34 Voice Terminal
● BIS-34D Voice Terminal with Display
● 5-Button Voice Terminal
● 10-Button Voice Terminal
● 10-Button Hands-Free Answer on Intercom (HFAI-10) Voice Terminal
● 34-Button Voice Terminal
● 34-Button (SP-34) Voice Terminal with Speakerphone
● 34-Button (SP-34D) Voice Terminal with Speakerphone and Display
● 34-Button Deluxe Voice Terminal
The MERLIN Plus Communications System 1-7

BIS-10, BIS-22, BIS-34, and BIS-34D Voice Terminals
The BIS-10 Voice Terminal allows you to make and receive outside and intercom
calls without lifting the handset. There are two columns of five buttons above
the dial pad for incoming lines, auto intercom, and programmable features.
The dual lights next to each button indicate the current status of selected features
and lines.
BIS 10
The BIS-22 Voice Terminal allows you to make and receive outside and intercom
calls without lifting the handset. There are two columns of five buttons above the
dial pad and one column of 12 buttons to the right of the dial pad, each with dual
lights that indicate the current status of selected features and lines. You can use
the buttons above the dial pad for incoming lines, auto intercom, and
programmable features. You can also use the 12 buttons to the right of
the dial pad for programmable features.
BIS 22
The BIS-22D Voice Terminal with Display allows you to make and receive
outside and intercom calls without lifting the handset. There are two columns of
five buttons above the dial pad and one column of 12 buttons to the right of the
dial pad, each with dual lights that indicate the current status of selected features
and lines. You can use the buttons above the dial pad for incoming lines, auto
intercom, and programmable features. You can also use the 12 buttons to the
right of the dial pad for programmable features. The display, located in the top
portion of the voice terminal, offers a variety of visual aids for most features.
BIS 22D
The BIS-34 Voice Terminal allows you to make and receive outside and intercom
calls without lifting the handset. There are two columns of five buttons above the
dial pad for outside lines, auto intercom, and programmable features and two
columns of 12 buttons to the right for programmable features. The dual lights
next to each button indicate the status of the selected features and lines.
BIS 34
1-8 The MERLIN Plus Communications System

The BIS-34D Voice Terminal with Display allows you to make and receive
outside and intercom calls without lifting the handset. There are two columns of
five buttons above the dial pad for incoming lines, auto intercom, and
programmable features and two columns of 12 buttons to the right for
programmable features. The dual lights next to each button indicate the status of
the selected features and lines. The display, located in the top portion of the
voice terminal, offers a variety of visual aids for most features.
BIS 34D
5-Button
5-Button Voice Terminal
The 5-button voice terminal has one column of five buttons (an Intercom button
and four additional buttons above the dial pad) that you can use for outside lines
and/or programmable features.
10-Button Voice Terminals
The 10-Button Voice Terminal has two columns of five buttons
(an Intercom button and nine additional buttons above the dial pad) for outside
lines and programmable features.
10-Button
The 10-Button (HFAI-10) Voice Terminal has a built-in speaker that allows you
to answer intercom calls without lifting the handset. It also has two columns of
five buttons (an Intercom button and nine additional buttons above the dial pad)
for outside lines and programmable features.
HFAI-10
The MERLIN Plus Communications System 1-9

34-Button Voice Terminal
The 34-Button Voice Terminal is a basic voice terminal that provides two
columns of five buttons above the dial pad for outside lines and programmable
be used for Auto Intercom buttons and other programmable features that do not
require lights.
features. The two columns of 12 buttons to the right of the dial pad can
34-Button
The 34-Button Deluxe Voice Terminal has two columns of five buttons located
above the dial pad and two columns of 12 buttons to the right of the dial pad.
You can use the buttons above the dial pad for lines and programmable features.
You can use the 24 buttons, with two lights per button, located to the right of the
dial pad for programmable features.
34-Button
Deluxe
The 34-Button (SP-34) Voice Terminal with Speakerphone has a built-in
speakerphone that allows you to initiate and answer both outside and intercom
calls without using the handset. Above the dial pad are two columns of five
buttons (an Intercom button and nine additional buttons) for outside lines and
Auto Intercom buttons and programmable features. The two columns of
12 buttons located to the right of the dial pad can be used for programmable
features that do not require lights.
SP 34
The 34-Button (SP-34D) Voice Terminal with Speakerphone and Display has all
the features of the SP-34 voice terminal combined with a display in the top
portion.
SP-34D
1-10 The MERLiN Plus Communications System

Summary
Voice terminal models BIS-34 and BIS-34D are ideal for the system
administrator/attendant console because their features allow you to easily use all
the system’s features. You can also use the BIS-22 and the 34-Button Deluxe
models as the console. However, the SP-34, SP-34D, BIS-10, HFAI-10,
10-Button, and 5-Button voice terminals are not recommended for use as an
adrninister/attendant console because the administrator would be unable to see
which buttons were being assigned special features during system
administration. In addition, 10- and 22-Button voice terminals cannot be
used to program certain system features.
The MERLIN Plus Communications System
1-11

Section 2: Planning the System

Introduction
YOU can begin making and receiving calls as soon as your MERLIN Plus
Communications System is installed. But to take full advantage of the system’s
power, you should customize it to fit your business needs. Customizing the
system is called administering the system throughout this manual.
Administering the system involves entering information into the system’s
memory about how you want the system to operate. You enter this information
by touching buttons and dialing numbers on the telephone referred to in this
manual as the administrator/attendant console.
This section of the manual helps you decide what information you want to enter
into the system’s memory and shows you how to record that information on
forms. A checklist of the forms appears below. You can find copies at the end
of this section. Remove them now, make a photocopy of each, and put the
originals back in this binder. Keep the copies on hand so you can fill them out as
you plan your system.
❑ System Configuration Form
❑ Line Assignments Form
❑ Call Restrictions Forms
❑ System Speed Dial Forms
NOTE: In this section of the manual, the information that appears before the
boxes helps you make important decisions about your system.
Then the instructions in the boxes tell you whereto enter these
decisions on the forms.
Introduction 2-1

System Configuration Form
Use the System Configuration Form to record information about the following:
● Dial Signals
● Long Distance Dialing
● Transfer Return Interval
● Call Report
● Music-on-Hold
● Background Music
● Outside Telephone Lines
● Voice Terminals
The following information should help you make the appropriate entries for your
system on the System Configuration Form.
DIAL SIGNALS The MERLIN Plus system comes set to generate Touch-Tones when you dial an
outside call. This means that if one or more of your outside telephone lines
transmits rotary (pulse) signals, you have to administer the system for rotary
dialing. Otherwise you won’t be able to dial out over the rotary lines.
NOTE: If some of your outside lines are Touch-Tone and some rotary, you may
want to ask your local telephone company to replace the rotary lines
with Touch-Tone lines.
LONG DISTANCE DIALING
2-2 System Configuration Form
Under “Dial Signals” on the form . . .
Check the box next to “Touch-Tone” if all the outside telephone lines
connected to your system are Touch-Tone lines.
Check the box next to “Rotary (Pulse)” if one or more of the outside lines
connected to your system are rotary lines.
Under “Long Distance Dialing”. . .
Check the box next to “Toll-Prefix” if you have to dial atoll prefix (1 or 0)
before the area code when you dial the telephone number for a
long distance call.
Check the box next to “Area Code Only” if you do not have to dial a toll
prefix (1 or 0) before the area code when you dial the telephone number for a
long distance call.

TRANSFER RETURN Initially, when someone in the MERLIN Plus system transfers a call and it is not
INTERVAL
answered in four rings, the call returns to the sender. You can change that
setting so that calls don’t return, or return after up to nine rings.
CALL REPORT
Under “Transfer Return Interval” . . .
Check “No Return” if you don’t want transferred calls to return to the
originator, if the call is unanswered.
Check “___
Rings” then fill in a number between 1 and 9, depending on the
number of times you want a transferred call to ring before it’s returned
to the originator.
The following three features, Call Report, Music-on-Hold, and Background
Music require optional equipment. If your business is not using these features,
skip these discussions and continue with “Outside Telephone Lines.”
Call Report, also called Station Message Detail Recording (SMDR), enables
businesses to keep records of incoming and outgoing calls. This optional feature
requires a MERLIN PLUS system data collector and an AT&T 475/476 or
572/573 printer or its equivalent.
The Call Report feature gives you information in a report that is printed
automatically as calls occur. The report includes the date and time of each call,
its duration, the number dialed (if the call is outgoing), and the line and voice
terminal on which the call is made. An account code is printed if the
user enters one when the call is made. (See “Account Code Entry” in
Section 5, “Reference.”)
During system administration you can set the system to generate call records for
outgoing calls only or for both incoming and outgoing calls. The minimum call
duration, when calls begin to be recorded, can be set as short as 10 seconds or as
long as nine minutes. The default setting is 0 which represents ten seconds — the
time it takes to connect a call and to avoid recording busy or unanswered calls.
The other durations that can be selected are given in minutes (1 to 9).
Under “Call Report”. . .
Check “Outgoing Calls Only” if you want only outgoing calls reported.
Check “Incoming and Outgoing Calls” if you want both incoming and
outgoing calls reported.
Write in the time you’ve selected as the minimum length for a call to be
reported (0-9).
System Configuration Form 2-3