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

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
INSTALLATION
2Installation
CONTENTS PAGE
1. Introduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
2. System Installation Checklist  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-3
3. Planning the Installation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-4
A. Establish Suitable Environmental Conditions for the System  . . . . . . . . . . . . . . .  2-4
B. Assemble the Necessary Tools and Supplies  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-6
4. Extension and CO Line Cabling   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-7
A. Running Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-7
B. Sample System Layout  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-8
C. Terminating the Cables at Extension Locations  . . . . . . . . . . . . . . . . . . . . . . . . . .  2-9
D. Performing Loop Resistance Tests  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-9
E. Wiring for Operation During Power Failure Conditions. . . . . . . . . . . . . . . . . . .  2-10
F. Signals and Tones  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-10
5. Key Service Unit (KSU)   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-11
A. KSU Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-11
B. Unpack and Inspect The KSU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-12
C. Install the Expansion Cards in the KSU  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-13
D. Grounding the KSU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-16
E. Replace the KSU Cover  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-17
F. Wall-Mount the KSU. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-18
G. Connecting Cables to the KSU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-19
6. Keysets   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
A. Keyset Design Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-24
B. Connecting the Keyset  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-24
C. Attaching the Keyset Baseplate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-25
D. Wall-Mounting a Keyset   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-25
E. Optional Headsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-25
7. Single-Line Sets  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-26
8. Long-Line Extension  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-26
9. Optional Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-26
A. Doorphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-27
B. Doorstrike  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-28
C. External Music-On-Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-29
D. Paging Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-30
E. Central Bell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-30
F. Call Logging Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-31
G. Programming Interface  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-31
10. Completing the Installation   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-32
11. Upgrading the System Software    . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-37
12. Customer Training   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-38 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Introduction
1. INTRODUCTION
1.1This section of the manual describes specifications and installation for the following
Encore System hardware:
•Cabling and the Main Distribution Frame (MDF)
•Key Service Unit (KSU)
•Keysets and Single-Line Sets
•Optional Equipment
NOTICE
This Inter-Tel Encore Installation, Programming, and Maintenance Manual instructs certi-
fied field technicians on the proper installation practices for the Encore System. This man-
ual does not provide step-by-step instructions for premises wiring practices as dictated by
the National Electrical Code, which includes, but is not limited to, cable layouts, cable
installation, AC power installation, proper AC grounding, eliminating or preventing exter-
nal interferences (including, but not limited to, RFI, EMI, lightning, AC power distur-
bances, static discharge), and other telephony practices standard within the industry. Cable
installers, electricians, and field technicians are expected to be properly trained and, if
applicable, licensed in their trade practices. Official Inter-Tel Encore certification is
required for technical assistance. 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
System Installation Checklist
INSTALLATION
2
2. SYSTEM INSTALLATION CHECKLIST
2.1System installation is performed in the following order. Detailed instructions and fig-
ures for each step are located throughout this chapter.
!Read the safety and precaution information on page xvii.
!Plan the installation, including the Key Service Unit (KSU) location, Keyset and single-
line set locations, cable runs, and optional equipment. See page 2-4 for details.
!Run cables to the keyset and single-line set locations. See page 2-7 for details.
 •Run wiring to any optional equipment, such as the external paging equipment,
external music source, long-line extension, Doorphone, doorstrike, or central bell. 
 •Terminate the cables on modular jack assemblies at the Keyset and single-line set
locations.
 •Perform the loop resistance test for each extension’s cable.
!Install system expansion cards in the KSU, as necessary, to provide the required func-
tionality. See page 2-13 for details. At minimum, you should install the following:
 •At least one Line Card must be installed to make external calls.
 •A Extension Card must be installed if more than six extensions, or more than four
lines are required.
 •A Voice Messaging Module must be installed to provide Voice Messaging or
Answering Machine functionality.
!Ground the Extension Cards and KSU. See page 2-16 for details.
!Mount the KSU on the wall. See page 2-18 for details.
!Connect the extension and line cabling to the KSU. See page 2-19 for details.
!Install the telephones and any optional Keyset equipment, such as headsets. See pages
24 through 26 for details.
!Turn on the system and ensure that all equipment is working properly. See page 2-32
for details.
!Refer to the Refer to the Getting Started document to perform initial programming for
the system. See “RMS Programming” on page 5-1 and “Keyset Programming” on
page 4-1 for information on detailed system programming. 
!Provide customer training. See page 2-38 for details.
CAUTION
Equipment Damage Hazard. Turn off the system power supply when installing
cards. Installing cards with the power on will damage the cards and void the
warranty.  
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Planning the Installation
3. PLANNING THE INSTALLATION
3.1To make installation easier, use the following information when preparing to install the
system. 
A. ESTABLISH SUITABLE ENVIRONMENTAL CONDITIONS FOR THE SYSTEM
Location
3.2The KSU is intended for installation in a residential or office-type environment. It must
be mounted on a dry, flat wall. 
3.3Select the KSU location to minimize cable run length. Keysets and single-line sets con-
nected to the system must not exceed a loop limit of 100 ohms (approximately 1500 feet/500
meters) using 24AWG wire. The long-line extension (Extension 22) loop limit is 366 ohms
(1.2 miles/2 kilometers). The ohm values are loop measurements; the values in parentheses are
the maximum one-way measurements from the KSU. 
3.4Allow sufficient free space all around the KSU for ventilation. Proper placement of the
wall-mount bracket, as shown below, will allow sufficient space.
3.5Allow room near the KSU for the paging amplifier, battery back-up equipment, and the
external music source, if used. To avoid interference, the music source should be placed 5 to 10
feet (1.5 to 3 meters) away from the KSU. Make sure there are AC outlets for a music source
and a paging amplifier, if they are to be installed. These outlets MUST NOT be on the same
circuit as the outlet for the KSU.
Power Supply
3.6Locate the KSU within 6 feet (2 meters) of an isolated, dedicated, 105–125VAC, 57–
63Hz, 15A, single-phase commercial power source. 
NOTE: This must be an isolated, dedicated AC circuit for proper operation. All three wires
(power, neutral, and ground) must be run separately from the outlet to the breaker panel without
being bonded to any other wire or circuit. DO NOT plug any other equipment into this outlet. To
maintain the protection provided by the isolated, dedicated circuit, the length of the AC power
cord limits the distance between the power supply and the outlet; DO NOT use an extension
cord. 
3.7To reduce the effects of AC voltage surges and spikes that may cause system malfunc-
tions, false logic, and/or damage to the electronic components, a surge/spike protector is rec-
ommended. 
4.8 in. (120mm)
clearance
   20 in.
(500mm)
60 in.
(1500mm)
   20 in.
(500mm)
clearance 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Establish Suitable Environmental Conditions for the System
INSTALLATION
2
Supervised CO Lines
3.8Only supervised CO lines should be used on the Encore System. While the system has
timers that will help to prevent unsupervised trunk use, there is no implied warranty that it is
invulnerable to unauthorized intrusions and toll fraud.
3.9If the central office does not provide supervision it will not disconnect the call when
one party hangs up; it is possible for a caller to remain connected to a CO trunk circuit. If this
happens, and the caller begins dialing, the call could be placed through the Encore System and
would then be billed to the system’s owner. The system cannot check this type of call for toll
restriction and may not register the call in the call log. This problem could arise when a call is
connected to an extension, when a call is in an unsupervised trunk-to-trunk call, or when a call
is forwarded or transferred to the public network.
Environment
3.10The KSU, Keysets, and single-line sets require the following environmental conditions:
NOTE: It is recommended that the maximum operating temperature (as listed above) never be
exceeded. Therefore, when installing the KSU and telephones, allow a sufficient margin for
error in case of air conditioning failure, routine mechanical maintenance, plant shutdown, etc.
As a general guideline, if the conditions are suitable for office personnel, they are also suitable
for all equipment operation. A properly controlled environment will help to extend the operating
life of the equipment.
3.11Do not expose the KSU location to direct sunlight, high humidity, heat, dust, or strong
magnetic fields (such as those generated by heavy motors and large copy machines).
3.12Ample air space should be provided for the KSU since the power supply is convection
cooled. DO NOT block the cooling vents located on the top and bottom of the KSU. Never
place anything on top of the KSU.Table 2-1: 
Encore System Environmental Condition Requirements
REQUIREMENTSIN OPERATIONIN STORAGE
KSU Temperature 32° to 104° F 
(0° C to +40° C)40° to 185° F 
(-40° C to +85° C)
Telephone Temperature 32° to 113° F 
(0° C to +45° C)40° to 185° F 
(-40° C to +85° C)
Relative Humidity 5% to 95% 5% to 95% 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Assemble the Necessary Tools and Supplies
B. ASSEMBLE THE NECESSARY TOOLS AND SUPPLIES
3.13You will need the following supplies and tools:
•Industry-standard, two-pair (four-conductor), twisted-pair cable to run from the KSU to
Keysets, single-line sets, and CO lines
•One or two 66M1-50-type block connectors
•Four-conductor modular jack assemblies for Keysets and single-line sets
•A high-impedance digital multimeter to check the correct wiring of the modular jack
assemblies. Multimeter accuracy must be ±0.5% or better.
•A surge/spike protector to protect the system from AC voltage surges.
•18AWG wire for grounding
•Punch-down tools (provided) for the IDC Krone connectors
•Standard telephone hand tools and the mounting hardware for the KSU, modular jack
assemblies, etc.
•Gas discharge tubes with silicon avalanche suppressors for lightning protection on the
CO lines
•Assemble the optional equipment:
— Headsets
— External music source
— External paging speakers and amplifier
— Doorphone/door strike equipment
— Call Logging Adapter and output device
— Software, and PCs 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Extension and CO Line Cabling
INSTALLATION
2
4. EXTENSION AND CO LINE CABLING
4.1Prepare a floor plan for the Keyset and single-line set locations, using a star (home run)
configuration. Include each telephone’s extension number. Extension number 20 is assigned to
the system operator. 
A. RUNNING CABLE
4.2A 25-pair cable is run from the CO lines and extensions and terminated on a 66M1-50-
type connecting block that is wall-mounted near the KSU. Then connections are made between
the block and the MDF section of the KSU using 25-pair cable (see page 2-19). Finally, bridg-
ing clips are installed to complete the connections on the block. This installation method pro-
vides easy access to test points for troubleshooting and minimizes the need to change punched-
down connections when moving equipment.
•CO line cabling runs from the RJ21X block to the 66M1-50-type connecting block. 
NOTE: Gas discharge tubes with silicon avalanche suppressors should be installed on
all CO lines for lightning protection. Also, in areas with frequent occurrences of light-
ning, it is recommended that the cable between the telephone company termination and
the gas discharge tubes be at least 75 feet long (the cable may be coiled up if desired).
•All extension cables are terminated on the 66M1-50-type connecting block. The other
end of each extension cable is terminated on a four-conductor modular jack assembly at
the extension location. From the KSU location, run industry standard, two-pair (four-
conductor) or 25-pair, twisted-pair cable to keysets and single-lines sets following these
guidelines:
— Install proper type cable for the application according to the National Electrical
Code and local building codes. If using multi-pair (e.g., 25-pair) cable runs to mul-
tiple extension locations do not include CO lines in a cable being used for exten-
sions. Extension circuits should be included in separate multi-pair cable runs.
— Avoid cable runs parallel to fluorescent light fixtures or AC lines not in conduit. If
these obstacles are unavoidable, run the cables across them at right angles.
— Do not run extension cables inside electrical conduit already occupied by AC
power cable. (To do so is a violation of the National Electrical Code.)
— Do not run cables near equipment with electric motors or through strong magnetic
fields, such as those generated by large copy machines, arc welding equipment, etc. 
— Do not run cables outdoors. The Encore System is designed for indoor wiring only.
— Do not place extension cables where they can be stepped on or where they can be
rolled over by office furniture.
— Extension cables must not exceed a loop limit of 100 ohms (approximately 1500
feet/500 meters) using 24AWG wire. The long-line extension (Extension 22) loop
limit is 366 ohms (1.2 miles/2 kilometers). The ohm values are loop measurements;
the values in parentheses are the maximum one-way measurements from the KSU.
NOTE: It is recommended that four-conductor modular jacks be used for all Keyset
and single-line set connections. This allows both types of telephones to be easily inter-
changed, if necessary. However, if desired, single-line sets can be installed using one-
pair cable and four-conductor modular jacks.
CAUTION
Avoid Fire Hazard. To reduce the risk of fire, use only 26AWG or larger line cord for CO
line connections. 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Sample System Layout
B. SAMPLE SYSTEM LAYOUT
4.3The diagram below shows a suggested layout for the KSU and block(s). You will need
two blocks if Expansion cards are installed.
Figure 2-1.Sample Layout and Cable Assignments
            Encore
CONNECTING BLOCKS
Cable B to
Expansion Cards
Cable A to CPU
To Extensions 26-37
on Expansion Card
To Extensions 20-25
and devices on CPU
To  Te l c o
(enters through side)
(enters through bottom) (Use bridging clips to 
complete the connections) 
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Terminating the Cables at Extension Locations
INSTALLATION
2
C. TERMINATING THE CABLES AT EXTENSION LOCATIONS
4.4Terminate the keyset and single-line set cables on four-conductor modular jack assem-
blies at the extension location, as shown in the diagram below. Refer to the figure below for a
wiring diagram. 
NOTE: It is recommended that four-conductor modular jacks be used for all Keyset and single-
line set connections. This allows both types of telephones to be easily interchanged, if neces-
sary. However, if desired, single-line sets can be installed using one-pair cable and four-conduc-
tor modular jacks.
Figure 2-2.Modular Jack Assembly Wiring
NOTE: Single-line sets use only the Voice pair, not the Data pair.
4.5Do not mount the assemblies on the wall at this time; they will be wall mounted later
when the telephones are installed.
D. PERFORMING LOOP RESISTANCE TESTS
NOTE: If performing the loop resistance test after the system is installed, unplug the keyset
from the jack assembly. Then disconnect the bridging clips from the 66M1-50-type connecting
block.
4.6Perform the following loop resistance test for each individual cable: 
1.Ensure that the telephone is not connected to the modular jack assembly.
2.Place a short across the RED and GREEN wires on the modular jack assembly.
3.At the connecting block, measure the resistance across the Voice pair wires. The read-
ing should not exceed 100 ohms (approximately 1500 feet/500 meters) using 24AWG
wire. The long-line extension (Extension 22) loop limit is 366 ohms (1.2 miles/2 kilo-
meters). The ohm values are loop measurements; the values in parentheses are the max-
imum one-way measurements from the KSU.
NOTE: Excessive and/or improperly made connections increase the resistance of a
cable, which reduces the allowable cable run length.
4.Remove the short after the test is complete.
DATA  (O/W)
DATA  (W/O)VOICE
VOICE
GY
RBKGY
R
BK
FOR SINGLE-LINE SETS
VOICE  (W/BL)
VOICE (BL/W)
FOR KEYSETS  
						

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Installation
ENCORE MANUAL, Issue 4.0 – July 2002
Wiring for Operation During Power Failure Conditions
E. WIRING FOR OPERATION DURING POWER FAILURE CONDITIONS
4.7When planning the extension wiring for the system, consideration should be given to
the use of Keysets and single-line telephones in power-fail situations. As Keysets cannot oper-
ate without power, Extensions 24, 25, 31 and 37 should either have access to or be equipped
with single-line sets if they are to be used in power failure situations.
4.8Each board with CO line capability is equipped with a power-failure circuit path. In the
event of a total system power failure, at least 50% of the equipped lines are switched to exten-
sions. Lines 1 and 2 are connected to extensions 24 and 25, the last two extensions on the CPU.
Line 5 is connected to extension 31, and line 7 to extension 37, the last extensions on each of
the Extension Cards. These line positions are summarized in the table below.
NOTE: If lines are connected to extension positions equipped with Keysets, the user must
replace the Keyset with a single-line telephone to answer or make calls during a power failure.
Keysets cannot be used during a power failure situation.
F. SIGNALS AND TONES
Ring Signals
4.9The system ringing signals are as follows:
Call Processing Signals
4.10The following signals and tones are heard through the handset or keyset speaker.
CO LINEPOWER FAILURE EXTENSION
Line 1Extension 24
Line 2Extension 25
Line 5Extension 31
Line 7Extension 37
TYPE OF CALLRING SIGNAL
Outside Call 2s on, 4s off
Internal Call 800 ms on, 400 ms off, 800 ms on, 4.0 seconds off
Doorphone Call 800 ms on, 5200 ms off
Recalling Call 800 ms on, 400 ms off, 800 ms on, 1000 ms off, 2000 ms 
on, 1000 ms off
TYPE OF CALLRING SIGNAL
Dial Tone Continuous dual tone of 425 Hz ±5% and 350 Hz ±5%
Special Dial Tone 
(Single-Line Sets only) 900 ms on, 100 ms off of dial tone
Ringback 800 ms on, 400 ms off, 800 ms on, 4s off
Busy 500 ms on, 500 ms off
Congestion 200 ms on, 200 ms off 
Hold 200 ms on, 200 ms off, 200 ms on, 3.4s off
Conference One burst of 200 ms
Number Invalid 100 ms on, 100 ms off
Call Waiting 100 ms on, 4.9s off