Meridian Norstar User guide

DR5
Compact DR1-2 Installer & Coordinator Guide

Table of Contents
Meridian Norstar Orientation l-1
Using this Guide 1-4
Adminlstration Programming 2-1
Learning Administration Programming 2-8
Programming 2- 15
1. System Speed Dial Numbers 2- 19
2. Assigning Names to Phones 2-21
3. Setting Time and Date 2-23
Configuration Programming 3-l
Learning Configuration Programming 3-7
Programming 3- 14
1. Lines (Installer Only) 3- 18
2. Sets 3-20
3. Call Handling 3- 24
4. Restrictions 3-28
5. Overrides 3-30
Feature Operatlon 4-l
Introduction 4-2
Feature Operation 4-5
Index 4-40
Glossary of Terms 4 - 47

P;orslar
5rienlalion 1-2

Contents
Welcome to Norstar
Usina This Guide l-3 1-4
Problem Solving l-6
Components of Norstar
PC Applications Portfolio
Customizing Norstar
1-7--
l-8
1-9
Training your Co-workers
--___
Job Aids 1- 11 1 - 13
Norslar
Orientelion
l-l

Welcome to Norstar...
. .your company has just installed a Meridian Norstar’ Telephone System.
Norstar, with many special features, has turned your regular telephone into a
new, modern communications system.
What Is Norstar?
Norstar is a digital telephone key system designed for easy use. Norstar has all
the basic telephone services, and many extra features that will greatly improve
your office communications.
The heart of Norstar is the Key Service Unit (KSU). The KSU keeps track of
which users have access to which features. Norstar can also control, if you wish
it to do so, some of your office equipment. Such an arrangement can make the
equipment much more useful than it ever was before Norstar.
Simply the Best
Norstar is indeed simple to use. A major reason for the simplicity is the way in
which the features operate. The procedures are logically consistent from one
feature to another; learn how one feature operates and you know how all the
features operate.
Your Role
You have been designated the Norstar System Coordinator which means that
your are responsible for customizing Norstar. It is your job to make sure that
features are selected and appropriately assigned to match your office require-
ments and your company’s method of conducting business. You are also in
charge of training your co-workers; they have to be shown how to use the
phones as well as how to choose and use the features,
Norstar
* Meridtan Nwsiar is a lradmah ol tblhem Teiecun
Orientation
l-3

4
Using this Guide
This System Coordinator Guide is written for your use as you customize
Norstar, train your co-workers and problem solve.
The external green tabs divide the Guide into four major sections:
Orien talion
Administration
Configuration
Feature Operation
The internal colored tabs down the side of each page keep track of where you
are in the Guide. The tabs, along with the Tables of Contents and Index,
quickly locate information for you.
Both Administration and Configuration contain two sub-sections, Learning and
Programming. The instructions in the Learning sub-sections are self-paced.
You can move comfortably through them at a speed which suits you. The
Programming sub-sections describe, clearly and concisely, the customization
process. As you program the system, you will make regular use of the pr6
gramming chart and hints.
The Feature Operation section describes the best ways to explain to your
co-workers how to select and to use the many Norstar features available to
them. You may wish to copy pages from this sub-section to distribute to your
co-workers. This section defines the features and explains how to use them. For
a dictionary of additional words used in this guide, refer to the glossary starting
on page 4-47.
Three simple symbols are used throughout the Guide to quickly identify specific
kinds of button functions.
The II symbol identifies line and feature buttons.
The 0 symbol identifies the Release button and the dialpad.
The 71 symbol identifies prompts, error messages, and time
and date when displayed.
Norstar
, Orientation l-4

A map of the different sections and their sub-sections helps you understand th-3
relationship among them. The map is shown below.
Norstar Orientation
Administration
I
’ I-----
Configuration Feature
Operations
Each area should he!? you iri getting the most from Norstar.
Norstar
Orientation

Problem Solvinq Checklist
Checklist of Problems
It someone has difficulty using a feature:
l Refer to the Feature Operation section; check the feature’s operation and
demonstrate how it is used.
l Check to see if the feature interacts with other features.
If someone has difficulty programming a feature:
l Refer to the Feature Operation section and demonstrate how to program
the feature.
l If your co-worker is trying to program onto a line or intercom button or
Handsfree/Mute. explain that these buttons are not programmable and
show which buttons are.
l Determine if the feature is programmed onto a button or if it is activated by
pressing jFeatu:e] and its code.
l Determine if your co-worker was trying to program a feature while you were
programming the system. Explain that users are locked out while the system
is being programmed and to try again when you have finished.
If feature access buttons or autodial buttons don’t work:
l Use the Button Inquiry f Feature!n q to check the function of each button
and determine if your co-worker is using the buttons properly.
If the power has been off for three days or more:
l Verify the system operation. If there is a problem ihat you cannot correct, tail
your Service Representaiive.
l Replace any settings that are not default settings including System Speed
Dial Numbers, Names, and Time and Date. Refer to Job Aids,
Administration and Configuraiion Programming.
If the KSU or a phone or phones are not working:
; Make sure they are plugged in.
l Call your Service Representative.
Norstar
Orientation
l-6

Components of Norstar
Key Service Unft. The Key Service Unit (KSU) contains the intelligence behind
the system. It is a small computer installed in an inconspicuous place in your
office. As well as keeping track of everyone’s features, the KSU has a
connection for an optional emergency phone. Thus, if the power fails,
you can still make and receive regular calls.
Any maintenance required by the Norstar system is performed by the installer’s
service department. Ask the installer for the service department’s phone
number and write it down. Should you encounter any problems, call for service:
Do not try to fix the KSU yourself!
New telephones - M7310 and M7208. These telephones were designed by
human factors engineers who study how people use telephones. The display
and butions are designed so that users don’t have to remember long,
complicated procedures; these friendly Norstar telephones tell you what to do
next.
Take a moment and Icok at each phone and read through the user cards.
These cards contain all the information you’ll need for operation of the feaiures
most frequently used. Refer to it for answers to your co-workers’ questions.
The Feature Operation section of this Guide contains more detailed
information. Refer to it for answers to your co-workers’ questions.
In case you are asked what the phone model numbers mean.
M M = Meridian
7 7 = indicates a Norstar product
2 3 = handsfree and the number of lines in the display
08 10 = the number of buttons with indicators.
Ensure that each user has the correct user card
New auxiliary equipment
l Busy Lamp Field is a display of lights added to a secretary’s set to help
monitor telephone use.
l Analog Terminal Adapter lets you plug various kinds of office equipment,
such as a FAX machine, into Norstar to give the equipment access to the
telephone system.
l Norstar phones also come with a headset and a shoulder rest for users with
busy hands.
Norstar
Orientation
l-7

PC Applications Portfolio
Your company can improve the effectiveness of your Personal Computers by
tying them into the Norstar with a PC Applications Board. Programs running on
the PC can provide services, such as those described below, to Norstar
telephones users.
1. Dial-by-Name. A directory of over 3ooo names and telephone numbers can
be established using your word processor. Dial-by-Name is, in effect, an 1
electronic telephone book to which Norstar users have access. Users simply
enter names through their telephone dialpad and the Dial-by-Name
application retrieves and dials the number.
2. Call Detail Recordfng. A program running on the PC that keeps track of all
telephone call events made on the Norstar system. By analyzing this data,
your company can identify areas in which money can be saved.
If your company has purchased these software packages, you may be the
person responsible for coordinating this aspect of Norstar as well. Each
package comes with a Coordinator’s Guide that describes all the administrative
procedures.
Norttar
OrientalIon l-0

Customizing Norstar
There are two customization processes, Administration and Configuration and
this section describes how to program each one.
Administration involves those features of the system that you are to keep up to
date.
1. System Speed Dial numbers. Enter and maintain a little directory of up to
30 outside numbers which people in your office commonly use.
Your coworkers access this directory using the System Speed dial feature.
A courier service or a taxi company your company uses frequently are
possible candidates for a System Speed Dial directory.
2. User Names. Enter the first names of your co-workers into the system.
When Paula calls David, David’s display says ‘Paula calling”. As time
passes and people come and go, you will have to change the names
associated with the phones.
3. Time and Date. Your Norstar phones display the time and date when they
are idle. You will have to maintain this service in much the way you would a
digital clock at home. Program this feature after prolonged power failures,
and in the spring and fall when the clocks are set ahead and back.
Configuration programs the way in which the telephone system is set up. Your
system is installed with a basic “default” configuration which you may change as
necessary. It is certainly not necessary to change the default configuration
immediately; you may elect to wait a few weeks until you are more familiar with
Norstar. You will then have a better idea of how you would like to change the
system configuration. Configuration is not performed very often; after the
system has been set up, it will be some time before you will have to use it again,
1. Llnes. This is a task done by the Installer. During installation, all the outside
lines ordered by your company are connected into your office. If, at some
time, you need to change the number of outside lines, call your service
representative and have the installer return .
2. Sets. This feature allo.% you to change your co-workers’ telephone line
assignment and select ringing lines. You can also give someone Handsfree
capability, join a Call Pick-up group, access a Line Pool, receive phone
paging, or enable an Auxiliary Ringer.
Note: The term set is interchangeable with the term phone.
Norster
Orlmtatlon
l-9

After Norstar has been in operation for a few weeks, check with your
co-workers to see if their phone configurations match their preferences and
expectations. Take advantage of the functions mentioned above to make the
telephone system a more congenial addition to your office.
3. Call Handling. This feature allows you to change the reminders and tones in
the system. You can also enable a Held Line Reminder and Music on Hold;
establish set 21 as the prime phone on the system and arrange to pass calls
automatically to it after 3 rings. This latter feature is one you will probably
want to program only after Norstar has been in operation for several weeks.
4. Restrictions. There may be certain lines or phones - such as the one in your
lobby - from which you do not want long distance calls made. This feature
allows you to apply such restrictions. Discuss the various restrictions with the
off ice managers to determine their preferences.
5. Overrides. As with some rules which may be broken, you may have some
telephone numbers which are to be exempt from the programmed restric-
tions. This feature enables you to set the exceptions to the restrictions rules.
This Guide has been designed to help you with your customization tasks.
1. Administration and Configuration are each divided into two sub-sections:
a) a self-paced Learning module to give you hands-on experience from the
moment you start reading,
b) a reference Programming section with programming charts and hints to let
you quickly accomplish whaf you want to do .
2. The Administration and Configuration Programs have a simple prompt and
response interface on the phone and the programming procedures follow
that format. The programming charts explain how the system works.
3. A task-oriented index is provided at the end of this Guide. Identify the
changes you wish to make in Administration or Configuration and look up
the appropriate section.
Note: Keep accurate records of the system speed dial numbers as well as the
name and number assigned to each phone so your co-workers have an up-to-
date listing. If more than one person is responsible for Administration and
Configuration, share all the records and keep them in one place.
Norstar
Orientation
1 - 10
Note: Only one person can do Administration or Configuration programming
at any one time. Some features cannot be used while the system is being
programmed.

Trainina Your Co-workers
Your first task is to familiarize yourself with the operation of Norstar features
1. With both types of phones in front of you, work through the Feature Operation
section of this Guide. Go through each procedure carefully and make sure
you know how each feature works.
There are some features which cannot be used while you are programming
either of the Administration or Configuration functions.
Later, if users have difficulty using one feature or another, let them read
(or photocopy) the appropriate section of the manual. The Feature Opera-
tions section has been written for end users. It occasionally refers them io
you, the System Coordinator, in instances where you may have made prc-
gramming changes to the feature.
2. Work through the two user cards. Make sure you understand what the
following are: M7310 only
- memory buttons - the shift button (triangle)
- intercom buttons - display buttons
- dual memory buttons
The following features and characteristics are described in the System
Coordinator’s Guide but not the user cards:
- how to remove a feature from a button i.e. make it blank
- how to split a conference call
- the meaning of different indicator flash rates
- the meaning of different tones
- what :he display messages mean - for example ‘Paula> David”
or “Feature Inactive”.
- how the message system works.
- what ‘Later” means
- how to send and receive a message
- how to turn a message off.
3. Make sure you are comfortable programming feature access and autodial on
the memory buttons. Your coworkers will get much greater use from their
Norstar system if they can program their own memory buttons. Get them
started by helping them to program their home number as an outside
autodial first,
Norstar
Orientation
l-11

After you have had Norstar for a while. encourage your co-workers to reread
the feature list in their user cards and to consider handy features to program
into memory buttons.
4. Read the user cards for the Norstar Busy Lamp Field (BLF). the Single-Line
Telephone using the Norstar Analog Terminal Adapter, and the Headset
Make sure you are comfortable with the operation of these pieces of
equipment. If the users of this special equipment have questions. be
prepared to assist them.
During the system installation, accompany the installer around the offie to
make sure that each co-worker knows that you are the System Coordinator.
Show them this Guide and tell them where it is to be kept. Encourage them to
read the Feature Operation section and answer any questions they may have.
Norstar
Orlentatlon

Job Aids
The following special sheets are designed to make your job easier.
Programming Sheet and Overlays
The programming sheet, which you will get from the installer, is a convenient
way of keeping track of the manner in which your new Norstar system has been
organized. Overlays are templates applied temporarily to the telephone while
you are programming the system. A few simple instructions on using both the
sheet and the overlays are included in the sections on Learning Administration
and Learning Configuration. You can find the programming sheet and
overlays (received from the installer) in the back pocket cover of this Guide.
Button Caps and Labels
A supply of button caps and labels are provided in the telephone boxes The
caps and labels are to be applied to buttons onto which features have been
programmed by your co-workers.
Intercom Numbers
When your Norstar system is installed, each phone is labeled with a two-digit
intercom number used to make calls inside the office. Prepare a list of your co-
workers names and their respective intercom numbers and distribute it to
everyone in the office. The list is also used when you program Administration.
To check the intercom number of each phone, press w[[7/m Intercom
The number is displayed on the phone following the letters IIJ.
Speed Dial System
Speed Dial allows outside calls to be made by dialing only two digits instead of
the usual seven or more. Up to 30 Speed Dial codes are available for frequently
dialed numbers and are used by everyone in the office. Speed Dial numbers,
which can be up to 16 digits long, are assigned in the Administrative program.
Prepare a list of Speed Dial numbers and distribute it to everyone in the office.
Norslai
Odentatlon
1-13

Intercom Numbers
I I ----~_ ..- ..__ .___.
1Intercom Number: Name (up to 7 letters)
----
~-.-AL_j ----.-- - .-. .-.. - __ _
12 / --- .-- _.... .- ---_-_
I
/
23
I -___
24
A.... - -___-
I
25
_- .___
26
/ _..._--- .---__ -_
27
r- _-..
28
29 - _-._ --.-.- -~ ... -- - - -.. -__
30
~- - -. -- -_.... __-.._
31
--_-. --.-
32
-
33
35
- --..--- -
36 :
Norstar
Orientation
1 - 14

Speed Dial - System
~ - .--~-- -- ___
i To use these codes: 1. Press /Feature ;!OI OR Press iSpeed Dial button.
~-...
2. Enter code for the number you want to dial. / I
.-_---_ -- ...--.-- ~.._.--___I
SDeed Dial Codes Phone Number (UP to 16 digits) Name /
41
1
42--
i 43 I
44
b--- 45 -~ - --_-I I
52 I
I
53 j
54 I
I
I
55 I
I?----
/ 56 I
I
57
I
I
!
58 !
.-._ .-A
1 59 I I
61 I
62 I
,
63
64 .;
65
I
1 --.
66 /
I
67 ---
68 I
I 69
Norstar
I Orientation
70 I
l-15
I

Contents
Administratlon 2-2
Introduction to Leamina Administration - 2-3
Inspecting Your Norstar Office System 2-4
Examining Your Phone 2-5
The Overlav
The Programming Sheet
Learning Adminlstration Se&on
Entering the Administration Code
Moving Among the Three Main Administration Headings
Moving to the Next Heading
Moving Back to the Previous Heading
Moving from a Heading to a Sub-Heading
Z-7
2-8
2-8
2-8
Z-10
Z-10
2-11
Moving from a Sub-Heading to the Last Heading 2-11
Erasing the Current Setting 2-12
Selecting Letters Through the Dialpad 2-12
Entering Letters 2-13
Moving Back One Space to Overwrite 2-13
Erasina the Previous Letter 2-14
Endina the Administration Session
Introduction to Administration Programming 2-14
2-15
Phone Defautts
Making Choices
Programming Sheet 2-17
Phone Overlays 2-17
Enter Administration Access Code 2-17
How to Program
Allocating System Speed Dial Numbers 2-19
Assigning Co-workers’ Names to Phones 2-21
Settino Time and Date 2-23
Admin.