Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual

							Page 4-35
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
System Program Planning Sheets
KEYSET
PROGRAMMING
4
Table 6 - Restricted Numbers for Class of Service 6
 Enter up to 50 numbers.
Greetings
Local Codes
Enter up to 40 local codes.
Auto Attendant Day Greeting
Auto Attendant Night
Courtesy Service Day
Courtesy Service Night
Directory Message 
						

							Page 4-36
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Extensions Program Planning Sheets
Sales and Service Numbers
8. EXTENSIONS PROGRAM PLANNING SHEETS
Name and Class of Service
* Extension 24 is the Doorphone.
Sales Number
Service Number
EXTENSIONNAMECLASS(ES) OF SERVICEPICKUP GROUPMANAGER
 (IF SECRETARY)
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37 
						

							Page 4-37
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Line Program Planning Sheets
KEYSET
PROGRAMMING
4
Enabled/Disabled Features
Indicate which extensions will have each of the features 
enabled by placing a check mark in the box.
* Extension 24 is the Doorphone.
9. LINE PROGRAM PLANNING SHEETS
Extensions with Incoming Ringing
Day Mode
Night Mode
PROGRAMMING OPTION2021222324*25262728293031323334353637
Tone Protect
Page Protection
General Call Protection
Open Door Restriction
Personal Caller ID Lists
Sys. Speed No. Override
Voice Message Box
Extension Disconnect
No Call Logging
No Trunk-to-Trunk Calls
Restrict Use Of PA
Hot Line
Manager/Secretary
2021222325262728293031323334353637Central 
Bell
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8
LINE2021222325262728293031323334353637Central 
Bell
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8 
						

							Page 4-38
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Line Program Planning Sheets
Extensions with Outgoing Line Restriction
NOTE:  Extension 24 is not in these charts because it is assigned to the Doorphone.
Equipped Lines and Telephone Numbers
Incoming Only Lines
LINE2021222325262728293031323334353637
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8
LINEEQUIPPED?TELEPHONE NUMBER
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8
LINEINCOMING ONLY?
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8 
						

							Page 4-39
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Line Program Planning Sheets
KEYSET
PROGRAMMING
4
Line Groups
PBX Lines
Hunt Groups
NOTE:  Extension 24 is not in this chart because it is assigned to the Doorphone.
Answering Machine and Courtesy Service
Alternative Routing and Automated Attendant
GROUP 1 (9)GROUP 2 (81)GROUP 3 (82)GROUP 4 (83)
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8
PBX (Y/N)ACCESS DIGIT(S)EXTENSION LENGTH
Access Group 1 (9)
Access Group 2 (81)
Access Group 3 (82)
Access Group 4 (83)
LINES1234
Hunt Group 1
Hunt Group 2
Hunt Group 3
Hunt Group 4
EXTENSIONS2021222325262728293031323334353637
Hunt Group 1
Hunt Group 2
Hunt Group 3
Hunt Group 4
FEATURESETTING (CIrcle One)LINES
Answering MachineEnabled or Disabled
Courtesy ServiceVoice Module Source or 
Internal Source
FEATURESETTING (CIrcle One)LINES
Alternative RoutingOn or Off
Automated AttendantDay: Enabled or Disabled
Night: Enabled or Disabled 
						

							Page 4-40
Keyset Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Line Program Planning Sheets
CO Line Configuration
Indicate which lines will have each of the features 
enabled by placing a check mark in the box.
Caller ID Numbers with Names
LOOP CALLINGCALLER ID DETECTIONTONE DIALING
Line 1
Line 2
Line 3
Line 4
Line 5
Line 6
Line 7
Line 8
NUMBERASSOCIATED NAMESEND TO EXTENSION 
						

							Page 5-1
RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
RMS
PROGRAMMING
5
RMS Programming
CONTENTS PAGE
1. Introduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
2. RMS Hardware Requirements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-2
3. Installing the RMS Software (Initial Install)   . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-3
4. Upgrading the RMS Software   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-4
5. Starting the RMS Software – Main Screen  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-4
6. RMS Deferred Mode  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-7
7. RMS Real Time Mode  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-8
A. Setting Up the Connection  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-8
B. Connecting to the KSU   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-9
C. Real Time Programming Screen   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-10
8. RMS Programming Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-14
9. RMS Extension Programming  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-16
A. Call Handling/Extension Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-17
B. Classes of Service/Pickup Groups  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-18
C. Extension Features  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-19
D. Port Swapping   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-22
E. Personal Speed Dial  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-23
F. Program Keys/Reset Keys to Default Settings  . . . . . . . . . . . . . . . . . . . . . . . . . .  5-24
G. Phone Status  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-26
10. RMS Line Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-27
A. Incoming Ringing  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-28
B. Line Access   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-29
C. PABX Access  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-30
D. Line Settings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-31
E. Hunt Groups  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-33
F. Alternative Routing   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-34
11. RMS System Programming   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-36
A. System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-37
B. User Timers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-39
C. Exception and Restriction Tables  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-40
D. Program Caller ID Detection Number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-41
E. System Speed Dial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-42
F. System Date and Time  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-43
12. Extensions Program Planning Sheets   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-44
13. Trunk Program Planning Sheets   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-47
14. System Program Planning Sheets   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-50 
						

							Page 5-2
RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Introduction
1. INTRODUCTION
1.1The Remote Management Software is a PC-based software application which allows
the Encore system to be programmed, on site or from a remote location, through a graphical
user interface (GUI).
1.2When accessed, the Remote Management Software offers you the option of configuring
live systems either locally or remotely and also allows you to build system databases off line.
These databases can be stored and downloaded to systems at a later time. 
1.3The system configuration files created with Remote Management Software are stored as
management database files. These files contain the specific system settings for customer sites.
If a customer has multiple sites, they may request similar programming to be downloaded to all
of their systems. In this case the same configuration files can be downloaded to multiple sites
to save programming time. 
1.4This chapter is your guide to installing and using the Encore Remote Management Soft-
ware. It is divided into the following sections:
•RMS Installation (page 5-3). The installation section covers the specifications and
installation of the remote maintenance equipment. 
•RMS Programming (page 5-14). The programming section is a system programming
reference. It also includes copies of the Program Planning Sheets.
1.5The RMS Remote Maintenance chapter (page 6-1) describes all of the special remote
maintenance features of the software.
2. RMS HARDWARE REQUIREMENTS
2.1Hardware requirements consist of a PC and associated software and a V24 adapter.
A. PC REQUIREMENTS
2.2The Remote Management Software runs under Microsoft Windows. The PC running
Remote Management Software must meet the following minimum requirements:
•Windows 95/98 or higher; Windows NT 4.0; Windows 2000 
•16 Megabytes of RAM
•20 Megabytes of hard disk space to install the application (4 Megabytes to run the
application)
•Available serial COM port (You may require a DB9-to-DB25 connector adapter if your
PC is equipped with DB25 COM port sockets or you do not have an available DB9 con-
nector.) 
						

							Page 5-3
RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
V24 Adapter
RMS
PROGRAMMING
5
B. V24 ADAPTER
2.3For on-site and remote connections, you will need a V24 Adapter and cables. The
Remote Management Software PC is attached to the KSU’s RJ11 connector using a V24
Adapter and a 3-foot (1-meter) RJ11-to-RJ11 cable, as shown below. 
2.4For on-site programming, the V24 will be the connection to the on-site KSU. For
remote access, it will be connected to your local KSU. You use the CO lines of your local
Encore System to call the remote system for uploading and downloading information via the
systems’ built-in modems.
3. INSTALLING THE RMS SOFTWARE (INITIAL INSTALL) 
3.1If upgrading system software, refer to “Upgrading the System Software” on page2-37. 
3.2If upgrading RMS software, refer to “Upgrading the RMS Software” on page5-4. 
3.3 
To install the Remote Management software:
1.
Insert the Remote Management Software CD into the CD-ROM drive.
2.Run setup.exe from the CD.
3.When prompted, select the directory where you want to install Remote Management
Software.
4.Follow the instructions on the screen to complete the installation.
5.At the end of the installation, you are prompted to restart the computer. If you do not
choose to restart at that time, you must do it before you can begin using the Remote
Management Software. 
						

							Page 5-4
RMS Programming
ENCORE MANUAL, Issue 4.0 
– July 2002
Upgrading the RMS Software
4. UPGRADING THE RMS SOFTWARE 
4.1 To upgrade the Remote Management software:
1.
Insert the Remote Management Software CD into the CD-ROM drive.
2.Run setup.exe from the CD.
NOTE: During the installation, a dialog box displays with three option choices: repair,
modify, and remove. The first two options are used to repair/modify a previously run
installation. For example, if there was a problem opening a recently installed RMS ver-
sion, repair/modify cannot be used to install a new installation over a previous installa-
tion. First, remove the old installation, then install the new RMS. 
3.From the Welcome screen, select the Repair option, then click Next. 
4.At the end of the upgrade, you are prompted to restart the computer. If you do not
choose to restart at that time, you must do it before you can begin using the Remote
Management Software.
5. STARTING THE RMS SOFTWARE – MAIN SCREEN 
5.1When you open the Remote Management Software, the following screen appears.
Main Menu
Deferred TabReal Time
    Tab
Database
Location
Expansion
Modules
(if any installed)