ATT Merlin Identifier Installation Administration Manual
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Introduction If the telephone number matches a record in the MERLIN Identifier database that has a name associated with it, the MERLIN Identifier system also sends the caller’s name to the MERLIN Identifier Displays. If the Central Office sends the caller’s name with the telephone number and there is no matching name in the database, the name supplied by the Central Office is sent to the MERLIN Identifier Displays. MERLIN Identifier Displays display the information sent to them from the MERLIN Identifier Control Unit—both Caller ID information as it is received and MERLIN Identifier database information that corresponds to the caller’s telephone number. If the caller’s MERLIN Identifier database record has a “priority flag,” the MERLIN Identifier Display can be set to beep to call attention to it. The MERLIN Identifier Display can also be set to beep at every call, or never to beep at all. Users can scroll through the information displayed for the last 18 callers on each of up to four Central Office lines. See the MERLIN Identifier User’s Quick Reference for more information on MERLIN Identifier Displays. MERLIN Identifier Administrative Display and Keyboard are used by the system administrator to set up the MERLIN Identifier system and maintain the MERLIN Identifier database. MERLIN Identifier command menus, messages, and prompts are displayed on the Administrative Display. Single character administrative commands are entered on the Administrative Keyboard and simultaneously displayed on the Administrative Display. Administrative PC is a customer-provided PC that can be used in place of the standard Administrative Display and keyboard to provide additional administrative features such as expanded menus and prompts, and data transfers between the MERLIN Identifier database and database software running on the PC. 4MERLIN Identifier Components and Features
Introduction NOTE: The Administrative PC requires asynchronous communications software to communicate with the MERLIN Identifier Control Unit. Serial Printer provides a printed copy of Caller ID information, such as line number, caller’s telephone number, caller name from MERLIN Identifier database, and day and time of call, as it is received by the the MERLIN Identifier Control Unit. This printed copy can be used as a source of data for the MERLIN Identifier database. If desired, you can connect a PC instead of the printer to capture the Caller ID output for use in your own custom PC applications. Supported Telephone Equipment The MERLIN Identifier system supports all past and present MERLIN telephone systems and stations. MERLIN Identifier Database The MERLIN Identifier Control Unit lets you create and maintain a database of approximately 2500 caller records consisting of a 10-digit telephone number and a 16-character name. If many of the caller names are less than 16 characters, even more caller records can be maintained. The system administrator is responsible for creating and maintaining the MERLIN Identifier database. Using either the Administrative Display and Keyboard, or optionally, an Administrative PC, the system administrator enters the telephone numbers and names of callers into the MERLIN Identifier database as they should appear on the MERLIN Identifier Displays. MERLIN Identifier Components and Features 5
Introduction Database Integrity The following features ensure the integrity of the caller information in the MERLIN Identifier database: n n n nPassword entry is required before access to administrative database functions is permitted Access to administrative functions “times-out” after 120 seconds of keyboard inactivity—password entry is required before the administrative functions can be accessed again Record locking during edit prevents the “half-edited” database records from displaying at the MERLIN Identifier Display—the original, unedited record displays instead Capacitor power backup retains data for a minimum of 72 hours following power loss Database Transfers The system administrator can transfer caller information between the MERLIN Identifier database and a database management system running on the Administrative PC. Both database upload and download transfers are supported using asynchronous communications software, such as PROCOMM PLUS® or Windows Terminal*, and either XMODEM or text file transfer protocols. *Although other asynchronous communications software may work, only PROCOMM PLUS 2.01 and Windows 3.1 Terminal are recommended for use with MERLIN Identifier. 6MERLIN Identifier Components and Features
Introduction System Administration Overview The MERLIN Identifier system administrator is initially responsible for the planning, set up, and installation of the MERLIN Identifier system. This requires the following efforts: Ordering Caller ID service for the lines to be monitored byn n n n n n the MERLIN Identifier system Determining the location and requirements for the MERLIN Identifier equipment Identifying the MERLIN phones that require MERLIN Identifier Displays (each requires an AC outlet nearby) Determining whether to administer MERLIN Identifier from a PC or a MERLIN Identifier Display and keyboard Setting up MERLIN Identifier database maintenance procedures and source data documents Setting up and maintaining a PC database management system, if one is used Once the MERLIN Identifier system has been installed, the system administrator is responsible for maintaining the MERLIN Identifier database and training MERLIN Identifier users. System Administration Overview 7
Installing the MERLIN Identifier System 2 Installing the MERLlN® Identifier system consists of the following installation steps: Step 1. Step 2. Step 3. Step 4. Step 5. Step 6. Step 7.Verifying that you have the necessary MERLIN Identifier components Mounting the MERLIN Identifier Control Unit Wiring the MERLIN Identifier Control Unit Mounting the MERLIN Identifier Displays Wiring the MERLIN Identifier Displays Connecting the Administrative components Setting up MERLIN Identifier parameters 9
Installing the MERLIN Identifier System STEP 1: Verify MERLIN Identifier Components Make sure that you have the following before you install the MERLIN identifier system: n n n n n nCaller ID service on the Central Office lines to be monitored by the MERLIN Identifier system MERLIN Identifier components for your planned installation AC power outlets for each MERLIN Identifier Display, the MERLIN Identifier Control Unit, and any optional equipment Required MERLIN Identifier Components Your AT&T MERLIN Identifier system shipment should contain the components you ordered. Verify your shipment against the individual MERLIN Identifier parts list options found in Appendix B. At a minimum, your order should contain the following: MERLIN Identifier Control Unit and cover, 9 volt 1 ampere power transformer, modular cords with RJ45 plugs, modular cords with RJ11 plugs, and mounting screws For keyboard administration, a keyboard, keyboard adapter cable, two keyboard mounting brackets, MERLIN Identifier Display, display wall mounting, 9 volt 200 milliampere power transformer, a modular cord with RJ45 plugs, and mounting screws For PC administration, a modular cord with RJ45 plugs and RJ45-to-DB9 and RJ45-to-DB25 adapters 10STEP 1:Verify MERLIN Identifier Components
Installing the MERLIN Identifier System nOne or more MERLIN Identifier Displays, each with a 9 volt 200 milliampere power transformer, a modular cord with RJ45 plugs, a modular cord with RJ11 plugs, and a phone mounting bracket or a display wall mounting and mounting screws Optional Equipment If you ordered it, your shipment may also include a serial printer, two modular cords with RJ45 plugs, an RJ45-to-DB9 adapter, and an RJ45-to-DB25 adapter. STEP 2:Mount the MERLIN Identifier Control Unit The MERLIN Identifier Control Unit should be mounted near the MERLIN Controller—placed on a desk, on a shelf, or mounted on a plywood sheet attached to the wall studs. If you place the MERLIN Identifier Control Unit on a desk or shelf, make sure that you have adequate space to work. If you mount the MERLIN Identifier Control Unit on the wall, refer to Figure 2 as you follow the instructions below: 1.Position the MERLIN Identifier Control Unit on the plywood surface near the MERLIN Controller and an AC power outlet, and mark points on the plywood surface for the pilot holes. WARNING: Do not use the supplied mounting screws if you are mounting the MERLIN Identifier Control directly to the wall and not to plywood. Instead, use wall fasteners, such as screws with expansive wall anchors or Molly bolts, to ensure permanent and secure mounting. STEP 2:Mount the MERLIN Identifier Control Unit11
Installing the MERLIN Identifier System Figure 2.Mounting the MERLIN Identifier Control Unit 2. 3. 4. 5. n n Remove the MERLIN Identifier Control Unit and drill pilot holes in the mounting surface for the #6 x 1/2-inch self- tapping screws (supplied) or for the wall fasteners you have selected. Do one of the following: If you are mounting to plywood, align the mounting holes in the MERLIN Identifier Control Unit base with the pilot holes and drive #6 x 1/2-inch screws through the top two mounting holes. If you are mounting directly to the wall, first install the wall fasteners, then align the mounting holes in the MERLIN Identifier Control Unit base with the pilot holes and drive the screws or bolts through the top two mounting holes. Drive a screw or bolt through the lockwasher, grounding wire eyelet terminal, and bottom mounting hole. Attach the grounding wire spade terminal to an approved ground. 12STEP 2:Mount the MERLIN Identifier Control Unit
Installing the MERLIN Identifier System STEP 3: Wire the MERLIN Identifier Control Unit Refer to Figures 3 and 4 as you follow the instructions below to wire the MERLIN Identifier Control Unit: 1.Disconnect the Central office line cords from the MERLIN Controller jacks labeled “LINES” and plug them into the corresponding MERLIN Identifier Control Unit jacks labeled “C.O. LINES IN” (see Figure 3). NOTE: If it has not already been done, you should label all lines going in and coming out of the MERLIN Controller. Figure 3.Rerouting the Central Office Lines STEP 3:Wire the MERLIN Identifier Control Unit13