Inter-Tel Axxess Administrators Guide
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Page 1 Introduction INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 The AXXESS Telephone System Introduction This Administrator’s Guide provides all the information an administrator should need about the AXXESS system hardware and features, and it gives detailed instructions on their use. Refer to the user guide provided with each phone for simplified instructions on using telephone and voice mail system features. THE AXXESS TELEPHONE SYSTEM The Inter-Tel AXXESS System is a state-of-the-art, digital, voice/data, hybrid telephone sys- tem. As a hybrid system, it incorporates many of the user-friendly features of key systems with many of the expanded features and flexibility of private branch exchange (PBX) systems. The AXXESS System is designed to meet the needs of growing businesses. In fact, the sys- tems unique digital signal processing (DSP) structure allows it to be easily adapted and expanded as business communication needs change, especially with the Caller ID, Automatic Number Identification (ANI), Dialed Number Identification Service (DNIS), and Integrated Services Digital Network (ISDN) features. The modular design makes the system easy to install and service. And, the programmable features provide an abundance of user-friendly applications to meet each customers needs. Highlights of the systems design include: •Advanced microprocessor technology. •Modular, easily replaceable hardware with add-on capabilities for optional features. •Flexible programming to customize many system and station features. AXXESS NETWORKS With AXXESS software version 5.0 (and higher), you can connect two or more AXXESS sys- tems to form a network that provides a seamless interface between the systems. To the user, the network appears as though it is one integrated system. With few exceptions, the user can per- form all of the functions across the network that he can within a single AXXESS system. In this manual, all references to a “network” mean two or more connected AXXESS systems. Each AXXESS system in a network is called a “node.” The maximum capacities of the AXXESS network are listed in the following table. * The maximum number of stations and trunks that can be installed is limited by the number of voice channels and/or system memory resources available. FEATURE/DEVICES CAPACITY AXXESS System Nodes per network 63 Local devices per AXXESS node 512* Off-node devices per AXXESS node 8000 Devices per network 20,000
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Page 2 Introduction INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 AXXESS System Administrator Duties AXXESS SYSTEM ADMINISTRATOR DUTIES As an AXXESS System Administrator you can provide the following services: •Place the local phone system or other systems in the network in night mode or day mode •Set the date and time of the local system •Set the network date and time and re-synchronize clocks in the network. •Make database changes (see page 9 for a list of programming areas) •Program system speed-dial numbers on the local system •Receive and clear displayed system and network alarms •Using diagnostic mode features: —Freeze and unfreeze database history on the local system or other systems in the network —Print error logs —Seize specific devices for troubleshooting purposes Administrator features are described in detail beginning on page 6. Any keyset can be designated as an administrator station during database programming. All administrator stations should be equipped with display keysets to show system alarms and make programming easier.
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Page 3 Introduction INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 AXXESSORY Talk AXXESSORY TALK The Inter-Tel AXXESSORY Talk voice processing system can be used for any of the following applications: •Voice Mail: This application handles all calls that are directed to voice mail (other than through the Message Notification/Retrieval application) by subscribers and non-sub- scribers. Callers will hear the main company greeting, followed by a menu of available options. Stations can forward or transfer calls directly to their mailbox using this appli- cation’s. •Directory Services: Directory services provide callers with a list of mailboxes and extension IDs. •Automated Attendant: The automated attendant is a programmable feature that can be used to provide automated call answering service. Calls can transfer, forward, or directly ring in to an automated attendant. When an automated attendant answers a call, it plays a recording that gives dialing instructions. After hearing the recording (or at any time while it is playing), the caller may then dial an extension or mailbox number. •Automated Attendant Recall Destination: If a call, that is transferred by the auto- mated attendant, is not answered before the Transfer AXXESSORY Talk timer expires, the call recalls the Automated Attendant Recall Destination. The Recall Destination announces that the station is unavailable and allows the caller to leave a message (if the station has an associated mailbox) or dial another extension. •Call Routing Announcement: Call Routing Announcements can be used two ways: —A Call Routing Announcement application can be used in place of a playback device. The playback device function is especially useful for programming hunt group announcement and overflow stations. When called, the Call Routing Announcement application will play a recording and then hang up. —The Call Routing Announcement application can use Digit Translation which allows the caller to press a single digit for access to a mailbox, a Fax On Demand function, or a station or hunt group that has an associated mailbox or extension ID. Digit translation can be programmed for each digit 0-9, #, and *, plus a Timeout that is used when the caller does not enter a digit. Each digit can lead to a “digit translation node” that has its own digit translation values. This layered Call Rout- ing Announcement digit translation creates a “tree” of programmable digit transla- tion nodes. •Record-A-Call: This feature allows a station user to record an ongoing call in an AXXESSORY Talk mailbox message. When a station user enters the Record-A-Call feature code, the system places a call to the stations assigned Record-A-Call applica- tion. When the application answers, the system sets up a conference call with the sta- tions Record-A-Call mailbox. If programmed, the mailbox plays a greeting to indicate that the recording is in progress. •STAR: The Scheduled Time-Based Application Router (STAR) enhances the program- mability of the voice mail application greetings. With STAR, applications can be pro- grammed to play alternative greetings for holidays and weekends. A STAR application is a table of up to 20 entries, that serves as a “routing table” which tells the AXXES- SORY Talk which application will be used, based on day and time information in the table. (The applications are programmed to play the greetings, not the STAR applica- tion. The STAR routes the call to the right application.) •Station Message Detail Recording (SMDR) Information Storage: SMDR informa- tion can be stored on the AXXESSORY Talk’s hard disk and then processed using call record sorting software, such as Inter-Tel’s Inside Track.
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Page 4 Introduction INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 AXXESSORY Talk Voice Mail Networks AXXESSORY TALK VOICE MAIL NETWORKS An AXXESSORY Talk Voice Mail unit can be installed on any or all nodes in the AXXESS network. These AXXESSORY Talk Units can also be networked together to allow a caller to leave a message on the local AXXESSORY Talk for a mailbox located on another AXXES- SORY Talk in the network. The maximum capacities of the network are listed in the following table. a This is the maximum number of nodes supported by the software. System traffic may limit the actual number of nodes that can be supported without affecting system performance. b This is the maximum number of mailboxes supported by the NT-based software. The maxi- mum number of mailboxes on an OS/2 AXXESSORY Talk should be limited to 500 for opti- mum performance. For more information on AXXESSORY Talk networks, see page 242. AXXESSORY TALK VOICE MAIL ADMINISTRATOR DUTIES As the voice mail System Administrator, you can use special features that are not provided to other voice mail users. The System Administrator mailbox has all standard subscriber features plus the ability to do the following: •Record a broadcast message •Perform mailbox and group list maintenance •Create and select custom audiotex recordings (voice mail company greetings, auto attendant recordings, call routing announcements, and hunt group overflow and announcement station recordings) •Import fax documents •Customize voice mail prompts Voice Mail System Administrator features are described in detail on page 32. FEATURE/DEVICES CAPACITY AXXESSORY Talk Units (nodes) per network 100a Local or Off-Node Mailboxes and/or Extension IDs per AXXESSORY Talk node2000b Group Lists per node Members per group list100 100 Remote Message Notification Numbers per mailbox 18
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Page 5 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 Administrator Procedures Any keyset can be designated as an AXXESS System Administrator and/or an AXXESSORY Talk Voice Mail System Administrator during database programming. All administrator sta- tions should be equipped with display keysets to show system alarms and to make program- ming easier. This section gives you all instructions for using the Administrator Features of the AXXESS System and the AXXESSORY Talk. •AXXESS System Administrator Features begin on the next page. •AXXESSORY Talk Administrator Features begin on page 32. A quick reference card is located in the front of this book for your convenience. Refer to the AXXESS System Features and AXXESSORY Talk Features chapters for detailed descriptions of the AXXESS System and AXXESSORY Talk and for general user procedures.
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Page 6 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 AXXESS System Administrator Features AXXESS SYSTEM ADMINISTRATOR FEATURES Any display keyset station (attendant or non-attendant) can be assigned as a system administra- tor. Administrator stations provide the following services: •Place the local node or other nodes in the network in night mode or day mode •Set the date and time of the local node •Set the network date and time and re-synchronize clocks in the network. •Make database changes (see page 9 for a list of programming areas) •Program system speed-dial numbers on the local node •Receive and clear displayed system and network alarms •Using diagnostic mode features: —Freeze and unfreeze the database history for the local node or any node in the net- work using programmed freeze zones —Print error logs —Seize specific devices for troubleshooting purposes Any keyset station can be programmed to be an Administrator station by the database pro- grammer or by another Administrator station. If a non-Administrator station user attempts to use the Administrator features, the user will hear reorder tones and the display will show CANNOT ACCESS RESERVED FEATURE. PLACING THE SYSTEM IN NIGHT MODE An Administrator station can place the local node in day or night mode. The day/night mode determines which lists the system will use for trunk access, toll restriction, etc. Night mode also affects the night transfer relays on the Options Card (OPC). The relays are activated when the system is placed in night mode. T O TURN NIGHT MODE ON OR OFF: While on hook, enter the Night Ring On/Off feature code (9860). You hear a single confirmation tone. The display shows NIGHT MODE IS ON (or OFF). Then, if night mode was turned on, the display shows THE SYSTEM IS IN NIGHT MODE until day mode is turned on. PLACING NODES IN DAY OR NIGHT MODE An Administrator station can place one or more nodes in day or night mode. The day/night mode determines which lists the system will use for trunk access, toll restriction, etc. The network determines the day/night mode status of a call based on the day/night mode status of the node where the trunk resides. T O TURN NIGHT MODE ON: (1)While on hook, enter the Enable Network Night feature code (9861). (2)You are prompted to enter a node number. Enter the desired node number. (3)You hear a single confirmation tone. The display shows NIGHT MODE IS ON. Then the display shows NODE X IS IN NIGHT MODE until day mode is turned on. T O TURN DAY MODE ON: (1)While on hook, enter the Enable Network Day feature code (9862). (2)You are prompted to enter a node number. Enter the desired node number. (3)You hear a single confirmation tone. The display shows DAY MODE IS ON.
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Page 7 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 Setting System Date And Time SETTING SYSTEM DATE AND TIME Occasionally, the system time or date needs to be reset (for example, when the system is defaulted or for daylight-saving time). Any Administrator can change the date and time that appears on all display keysets and in the SMDR reports. The day of the week is automatically calculated and set by the system when the date is entered. T O SET THE SYSTEM DATE AND TIME: NOTE You may backspace to correct entries by pressing the MUTE key or you may press or CANCEL to leave it unchanged and start over. (1)While on hook, enter the Set Date/Time feature code (9800). Your display shows DATE (current date). If you do not need to change the date, press or ACCEPT to skip to the TIME XX:XX prompt. (2)Use the keypad keys to enter the month, day, and year. For example, press 010398 for January 3, 1998. When finished, the display shows TIME (current time). If you entered the date incorrectly, the display shows INVALID DATE and you are prompted to enter a new date. NOTE: If using a station programmed for Japanese, enter the date as year, month, date. For example, 980103 for January 3, 1998. If you do not need to change the time, press or ACCEPT twice to exit. The display shows SYSTEM DATE AND TIME UPDATED. (3)Use the keypad keys to enter the time in hours and minutes. (For example, enter 0900 for 9:00.) If you entered the time incorrectly, the display shows INVALID TIME and you are prompted to enter a new time. (4)If the system is set for 12-hour display format, the display shows SELECT AM OR PM (AM=1 PM=2). Press for AM (or the AM menu key) or press for PM (or the PM menu key). The display shows SYSTEM DATE AND TIME UPDATED. If you press any key other than 1 or 2, the display shows INVALID TIME and you are prompted to enter a new time. NOTE: If using a station programmed for Japanese, the prompts will be reversed and you will set the AM/PM before the hour and minutes. SETTING NETWORK DATE AND TIME Occasionally, the network time or date needs to be reset (for example, when the system is defaulted or for daylight-saving time). Any Administrator can change the date and time that appears on all display keysets and in the SMDR reports in the network. The day of the week is automatically calculated and set by the system when the date is entered. T O SET THE SYSTEM DATE AND TIME: NOTE You may backspace to correct entries by pressing the MUTE key or you may press or CANCEL to leave the date and time unchanged and start over. (1)While on hook, enter the Set Network Date and Time feature code (9810). Your display shows DATE (current date). If you do not need to change the date, press or ACCEPT to skip to the TIME XX:XX prompt. # # 12 #
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Page 8 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 Synchronize Network Time (2)Use the keypad keys to enter the month, day, and year. For example, press 010398 for January 3, 1998. When finished, the display shows TIME (current time). NOTE: If using a station programmed for Japanese, enter the date as year, month, date. For exam- ple, 980103 for January 3, 1998. If you entered the date incorrectly, the display shows INVALID DATE and you are prompted to enter a new date. If you do not need to change the time, press or ACCEPT twice to exit. The display shows SYSTEM DATE AND TIME UPDATED. (3)Use the keypad keys to enter the time in hours and minutes. (For example, enter 0900 for 9:00.) NOTE: If using a station programmed for Japanese, the prompts will be reversed and you will set the AM/PM before the hour and minutes. If you entered the time incorrectly, the display shows INVALID TIME and you are prompted to enter a new time. If the node is set for 12-hour display format, the display shows SELECT AM OR PM (AM=1 PM=2). Press for AM (or the AM menu key) or press for PM (or the PM menu key). The display shows SYSTEM DATE AND TIME UPDATED. If you press any key other than 1 or 2, the display shows INVALID TIME and you are prompted to enter a new time. SYNCHRONIZE NETWORK TIME Administrators can synchronize the minutes past the hour across the network without changing the hour. This is useful when the nodes are in different time zones. NOTE: If a node’s time is off by more than 30 minutes, synchronizing the minutes may cause the hour to change. Also, network time is automatically synchronized every day at 12:30 AM (00:30), using the time set- ting on the node with the lowest number. An Administrator can synchronize the clocks in all nodes in the network using the following procedure. T O SYNCHRONIZE NETWORK TIME: While on hook, enter the Synchronize Network Time feature code (9811). You hear a confirmation tone and the display shows NETWORK TIME SYNCHRONIZED. # 12
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Page 9 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 Database Programming DATABASE PROGRAMMING Any Administrator station can perform database programming using the keyset. However, it requires a display keyset and an Executive Keyset is strongly recommended. (NOTE: If using an Analog Keyset, the Administrator will need to use the PREVIOUS/NEXT or UP/DOWN keys in place of the Volume key in the instructions in this section.) The database areas that can be programmed by an Administrator station include the following: Station Programming: •Create or delete Administrator stations •Create or delete Attendant stations •Create or delete House Phones •Assign stations to Attendants •Program usernames •Program station toll restriction System Option Programming: •Program do-not-disturb messages •Program a password for the Database Programming feature •Program station extensions Trunk Programming: •Individual trunk answer supervision type, caller information, hybrid balance, signaling type (DTMF or pulse), and trunk group assignment •Trunk group answer access, ring-in, toll restrictions, and trunk lists Entry to the Database Programming feature at the Administrator stations can be protected using a password. A password would prevent unauthorized users from altering the system data- base. NOTE Passwords are very important to system security. Without sufficient password protec- tion, the AXXESS database is vulnerable to unauthorized access. Depending on the database changes made by the Administrator, the system may require a reset after programming. If so, the system will prompt the Administrator for a reset and ask if it should be done immediately or delayed. Delaying the reset would prevent interruption in ser- vice. However, if a reset is required it should be done as soon as possible to permit proper sys- tem operation. Note that a system reset will drop all calls in progress. When entering alphanumeric information, such as a username, reminder message, or do-not- disturb message, press the MSG key or USE ALPHA MODE/USE NUMERIC MODE menu key to switch back and forth between alphanumeric and numeric mode. •In numeric mode, the keypad keys are used to enter numbers 0-9, the pound (#) key is used for entering a hyphen (-), and the asterisk (*) key is used for entering a colon (:). For example, 1*00 would enter “1:00” in numeric mode. •In alphanumeric mode, keypad keys are used to enter the desired letters, numbers, and punctuation. The number of times a key is pressed determines which character is entered. For example, 533266 would enter “JEAN” in English. When adjoining charac- ters are located under the same key, press the FWD key to advance to the next character. For example, 66FWD6667776 would enter “NORM.” Refer to the chart below to pro- gram information in alphanumeric mode. (Note that letters correspond to the letters printed on the keypad keys.) The Japanese characters will be available only if the Multi- lingual Support premium feature is enabled and the Administrator’s Digital Keyset is set for Japanese.
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Page 10 Administrator Procedures INTER-TEL AXXESS ADMINISTRATOR’S GUIDE – Issue 5.1, March 2000 Database Programming Station Programming Using An Administrator’s Station The station programming that can be performed by an Administrator station includes the fol- lowing: •Create or delete Administrator stations: An Administrator can program any other keyset station to be an additional Administrator station, or delete Administrators. (You cannot program this for your own station or a single-line station.) •Create or delete Attendant stations: An Administrator can program any station to be an Attendant station, or delete Attendants. •Create or delete House Phones: An Administrator can program any station to be a House Phone, or delete House Phones. •Assign stations to Attendants: An Administrator can change the assigned Attendant for each station. •Program user names: The Administrator can program or change the user name for any station. •Program station toll restrictions: The Administrator can program toll restriction classes of service for the stations. Station toll restrictions are described in detail on page 107. The Station Database Programming process is summarized in the flowchart shown on page 13. See page 47 for a Program Planning Sheet. If necessary, you can press the asterisk (*) key or SPKR, to cancel programming and discard any unsaved changes, at any time during the following procedure. S TATION FLAG PROGRAMMING: (1)While on hook, enter the Program Database feature code (9932). (2)If a password is required, the display shows ENTER PASSWORD. Use the keypad to enter your 1-8 digit password and press . (If you enter an incorrect password or do not press , the display shows INVALID PASSWORD.) If a password is not required, skip this step. (3)The display shows ENTER DATABASE OPTION. (Executive Keysets also show the options: STATION, SYSTEM, and TRUNK.) Press or the STATION menu key. NUMBER OF TIMES KEY IS PRESSED KEY1234567891011 ENGLISH CHARACTERS KATAKANA CHARACTERS 1 -&()1AIUEOa 2AB C’2KAKIKUKEKOi 3DE F ! 3SASHISUSESOu 4GHI * 4TACHITSUTETOe 5JKL/ 5NANINUNENOo 6MNO# 6HAHIFUHEHOtsu 7PQRS7MAMIMUMEMOya 8T UV? 8YAYUYO.,yu 9WXYZ 9RARIRUREROyo 0@:.,0WAWONpabalong # # 1