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Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual
Inter-Tel Encore Installation, Programming And Maintenance Version 4 Manual
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Page 3-3 Features ENCORE MANUAL, Issue 4.0 – July 2002 Introduction FEATURES 3 1. INTRODUCTION 1.1The Inter-Tel Encore System provides many user-friendly features. This section describes the features and provides detailed instructions on their use. Refer to the Encore User Guide for simplified instructions on using extension features. 2. FEATURE KEYS AND CODES 2.1This section describes the feature codes, single-line only and operator-only codes in addition to extension numbers and outgoing access codes. A. FEATURE CODES 2.2At Keyset extensions, most of the features are selected using the display keys or user- programmable feature keys. At single-line extensions, the user must enter a feature code. The feature codes that can be used at Keyset or single-line extensions include the following: Table 3-1: Keyset Feature Codes FEATURECODE Call Pick-Up (Incoming Calls Only) 67 Call Pick-Up Group (All Calls) 68 Call Waiting Tone Protection 66 Display Messages (Keysets only) 39 Extension Lock Change Code 42 Extension Lock/Unlock 41 Forward When Busy 152 Forward On No Answer 153 Forward All Calls 151 Do Not Disturb On/Off 150 Door Open 86 Follow Me 154 General Call 65 Page An Individual Keyset 43 Page All Keysets 44 Page Answer 45 Page External PA 47 Park 40 Redial 60 Reminder Call/Reminder Cancel 46 Reset Telephone 157 Room Monitor 48 Speed Dial - Dial Personal Numbers 61 Speed Dial - Program Personal Numbers 62 Speed Dial - Dial System Numbers 7001-7200 Voice Message Pickup 88
Page 3-4 Features ENCORE MANUAL, Issue 4.0 – July 2002 Single-Line Only Codes B. SINGLE-LINE ONLY CODES 2.3These codes are used only at single-line extensions. C. OPERATOR-ONLY CODES 2.4These codes can be used only at Extension 20. D. EXTENSION NUMBERS 2.5These are the numbers used for placing internal calls. E. OUTGOING LINE ACCESS 2.6These codes are used for access to outgoing lines for placing calls. Table 3-2: Single-Line Only Codes FEATURECODE Conference Hookflash 3 External Call Hold Hookflash Forced Call Waiting Hookflash 8 Hookflash (over a CO line) Hookflash 87 Park/Pick Up Parked Call Hookflash 40 Release Second Call (when on two calls) Hookflash 1 Release First Call (when on two calls) Hookflash 2 Return and Release (when on conference) Hookflash 1 Return and Hold (when on conference) Hookflash 2 Ring Back Hookflash 5 Transfer Hookflash 88 Table 3-3: Operator-Only Codes FEATURECODE Answering Machine on/off 158 Night Service on/off 156 Table 3-4: Extension Numbers DEVICEEXTENSION Keysets and Single-Line Sets 20-37 Operator (Extension 20) 0 Vo i c e M e ss a g i n g 3 8 Table 3-5: Outgoing Line Access OUTGOING LINECODE Line Access - Lines 1-8 51-58 Line Access - Group 1 9 Line Access - Groups 2-4 81-83
Page 3-5 Features ENCORE MANUAL, Issue 4.0 – July 2002 CO Line Features FEATURES 3 3. CO LINE FEATURES 3.1This section explains the CO line functions and programmable features. A. DUAL-TONE MULTI-FREQUENCY (DTMF) OR DIAL-PULSE SIGNALING 3.2The system can be installed with either DTMF or dial-pulse lines. Dial-pulse lines must be specially designated in database programming, because all lines are designated as DTMF when the system is initialized. See page 4-31 for programming information. B. FLEXIBLE INCOMING RING ASSIGNMENT 3.3The Encore System is extremely flexible. You have the choice of operating it as either a key system where all users have direct access to all lines for making and receiving calls, or you can operate it as a PBX with all calls being answered by an operator console. You can also operate it as a combination of both. See page 4-25 for programming information. 3.4Any or all extensions can be programmed to receive ringing for incoming calls. By default, all CO lines will ring at extensions 20 to 25. Each line can be programmed to ring up to 18 extensions and a Central Bell. Each line may also be programmed to ring different exten- sions for Day and Night Modes (see below). Lines can also be designated as “incoming-only” lines. See page 4-26 for programming information. 3.5In addition, lines can be programmed for loop calling, if necessary. All lines are pro- grammed by default to use standard Loop Start signaling. When a line is seized, the telephone system expects to hear dial tone and if it does not the line is disconnected You can program CO lines to use Loop Calling if required. See page 4-31 for programming information. C. OUTGOING LINE GROUPS 3.6CO lines can be grouped together into up to four Outgoing Groups. Each Outgoing Group is associated with a code. These codes are 9, 81, 82, and 83, with Group 1 being associ- ated with 9, etc. Dialing a code selects a line from the associated Outgoing Group. See page 4- 26 for programming information. D. DAY AND NIGHT MODES AND WEEKEND SERVICE 3.7Day and Night Mode operation allows you to program two sets of call restrictions and ringing settings. You can set the time at which the Night Mode changes will come into effect and the time at which Day Mode will resume (see page 4-9). The operator also have the ability to manually turn on or off Night Mode. 3.8The Encore System can be programmed to provide Weekend Service. If Weekend Ser- vice is enabled and Night Mode is invoked on a Friday evening, the system remains in Night Mode until Monday morning. NOTICE Only 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. If 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.
Page 3-6 Features ENCORE MANUAL, Issue 4.0 – July 2002 Outgoing Line Access/Restriction E. OUTGOING LINE ACCESS/RESTRICTION 3.9When programming the system, you can decide which lines each extension can use for outgoing calls. By default, all extensions have access to all lines. 3.10As a means of restricting outgoing calls, extensions can be prevented from having access to one or more CO lines for placing calls. This is performed during line programming. Users attempting to place a call using a restricted CO line hear a busy signal. See page 4-25 for programming information. F. TOLL RESTRICTION CLASSES OF SERVICE 3.11As a means of controlling costs, each extension can be programmed for a toll restriction Class of Service. This determines the type of call the extension is allowed to dial. See page 4- 18 for programming information. NOTE: System speed-dial numbers can be programmed to override Class of Service. This fea- ture allows an extension to access all system speed-dial numbers, even though the extension may be restricted from directly dialing a number because of their Class of Service. 3.12Encore uses a combination of six Classes of Service and four Tables of numbers to set up toll restrictions. 3.13The six Classes of Service are defined as follows: •By default, all extensions are in Class 1. They have no restriction placed on them. •An extension placed in Class 2 is restricted from dialing the numbers programmed in Table 2. (Table 2 would typically be programmed with international and operator- assisted toll digits, such as 011 and 01). •An extension placed in Class 3 is restricted from dialing the numbers programmed in Tables 2 and 3. (Table 3 would typically be programmed with toll digits, such as 1). •An extension placed in Class 4 is restricted to internal and emergency (911) calls only. •An extension placed in Class 5 is allowed to dial the codes programmed in Table 5. (However, the extension can also be assigned Class 2 or 3 to limit some calls. Table 5 can include allowed area codes, office codes, and/or complete telephone numbers.) •An extension placed in Class 6 is restricted from dialing codes in Table 6. (This table would typically be programmed with local long-distance area codes. This Class can be combined with Classes 2 and/or 3.) 3.14The four Tables are numbered 2, 3, 5, and 6 to correspond with the associated Classes of Service. They can be programmed with up to 50 numbers each. Tables 2, 3, and 6 contain restricted numbers; Table 5 contains allowed numbers. A number can contain up to 13 digits. You can use the “Any” key in the number to indicate that any number of digits will follow (for example, 1X restricts all toll calls that begin with “1,” and 1800X restricts all calls beginning with “1-800”). See page 4-13 for programming information.
Page 3-7 Features ENCORE MANUAL, Issue 4.0 – July 2002 Caller ID FEATURES 3 3.15The following chart summarizes the Classes of Service and the Tables they use. G. CALLER ID Caller ID Displays 3.16Caller ID service is available from your telephone company. If you subscribe to this ser- vice, your network sends the telephone number of outside callers (providing the caller has not blocked the number). You have the choice of displaying, or not displaying, this information on Keyset displays. See page 4-31 for programming information. 3.17As well as displaying the caller’s number, the Encore System allows you to associate your own names with caller numbers, and display these names in place of the Caller ID. See page 4-29 for programming information. 3.18Here is how a caller number is displayed at a Keyset: •The caller’s number will appear on the display of all Keysets programmed to ring for incoming calls. •A caller may have chosen to withhold their identity. In this case, the display will show “Blocked Call” instead of the caller’s number or name. •If the number information is not available, the display will show “Number Unavailable” instead of the caller’s number. •If more than one call is ringing at any one time, the number displayed will be that of the first call in the queue. When this call is answered by one of the extensions, the number of the next call in the queue will be displayed. •If your Keyset is not ringing for the call, you may examine the incoming Caller ID by selecting Examine I/C Call. The same information shown on the ringing Keysets is then displayed. NOTE: The system will display the Caller ID in a number-only format even if: • The system receives the names or names and numbers sent by the network. The system will display the name if: • The system has names associated to the Caller ID programming. • The system has names associated to the speed dial programming. Routing Calls Based on Caller ID 3.19An extension number may be associated with a Caller ID telephone number. In this case an incoming call from that number will ring at only that extension. If the extension is busy and has Call Waiting Tones turned off, the call rings the incoming ringing group programmed for that line. Table 3-6: Classes of Service and Associated Tables CLASSTYPE OF RESTRICTIONTABLE 1 No restriction N/A 2 Restrict codes in Table 2 (can be combined with Classes 5 and/or 6)Table 2 - Restricted Numbers 3 Restrict codes in Table 2 and 3 (can be combined with Classes 5 and/or 6)Tables 2 and 3 -Restricted Numbers 4 Internal and Emergency calls only N/A 5 Allow codes (can be combined with Classes 2, 3, and/or 6)Table 5 - Allowed Numbers 6 Restrict codes (can be combined Class 2, 3, and/or 5)Table 6 - Restricted Numbers
Page 3-8 Features ENCORE MANUAL, Issue 4.0 – July 2002 Caller ID Caller ID Number Storage 3.20The Caller ID Storage automatically stores information about the last 65 unanswered calls to the system (unless you change the programming to store both answered and unan- swered calls). The information stored is the caller’s telephone number and the date and time of the call. Information is not stored for calls with withheld or unavailable numbers. When the memory is full, the oldest record is discarded from memory when a new record is received. 3.21The system Caller ID Storage can capture either all calls or unanswered calls only. See page 4-13 for programming information. 3.22The Caller ID Storage can be allocated to one central storage location, which stores the data on up to 65 calls. Or you can program up to 12 extensions to store up to five numbers each and the remaining numbers are allocated to the central storage. See page 4-20 for information programming individual Caller ID Storage. •The central storage alerts Extension 20, (regardless of whether it is the Programming Extension), by means of a display prompt, that new calls have been stored. The central storage records all calls that ring into the system. These numbers can be viewed or dialed from any extension. •Any extensions that have Caller ID Storage will receive a separate record of calls. Indi- vidual extension records will contain only calls on the lines programmed to ring directly to that extension. 3.23 To view and/or redial stored caller numbers: 1.Select Missed Calls - Individual to view the numbers in the personal storage of your Keyset or select Missed Calls - System to examine the central storage. You will see the following information: •The number and time of the last three calls received are displayed. •If the call was answered, the display will show an A on the right side of the record. If the call was not answered, the “A” will not be displayed. 2.If you press the right Keypad Edit key (4), the date information for that call is shown for a few seconds, instead of the time. 3.You may scroll through the stored numbers and names, using the Scroll Up (!) and Scroll Down () keys situated below the display. 4.If you press the Display key beside a particular record, the system automatically seizes a free line and dials the displayed number. If the extension is restricted from dialing, or if there is no line available, you will hear a busy tone. 5.If an R is displayed on the right side of a record, this indicates that the number has been redialed.
Page 3-9 Features ENCORE MANUAL, Issue 4.0 – July 2002 Alternative Call Routing FEATURES 3 H. ALTERNATIVE CALL ROUTING 3.24You may use this feature to have calls routed over specific lines (such as specialized common carriers or equal access lines), using special digits, if necessary. You can create up to 50 special Alternative Call Routing numbers. See page 4-29 for programming information. 3.25To set up the feature you must enable “Alternate Call Routing” and then associate the required digits with input codes in database programming. For example: •If you want a particular equal access carrier used for long-distance calls, you can pro- gram an input code of “1” and output digits of “10XXX.” Then, you can choose whether the call will go over any line or if it is restricted to a specific line. Once the fea- ture is set up, whenever a user dials a number that begins with 1, the system will auto- matically replace the 1 with 10XXX and select the line you designated. •If you want calls to a certain area code to go over a specific line, you can program the area code as the input code, leave the output code blank, and select the line you want used. Then, when an extension user dials that area code, the system will select the des- ignated line, but it will not substitute any digits. I. OPERATION WITH A PARENT PBX 3.26You can connect the Encore System to a parent PBX via its line interfaces. 3.27You can program any of the four Line Groups to work with a parent PBX. When pro- gramming the Line Groups as PBX groups, you must tell the system what digits are required to select a line in the parent PBX. The system will then “absorb” those digits when a call is placed and will not consider them part of the number when applying toll restrictions. (You can have a maximum of two PBX access digits.) You must also tell the system how many digits are in the extension numbers on the PBX. See page 4-27 for programming information. 3.28To place an outgoing call through the PBX, users must dial the access digit(s) before the external number. To call a parent PBX extension, users must seize a line connected to the PBX and dial the extension number without any access digit(s). 3.29Both external numbers and PBX extension numbers may be entered into Personal and System Speed-Dial lists. When a speed-dial number is selected for dialing, the system checks whether the number is a PBX extension by checking the number of digits against the pro- grammed extension number length. •If it is a PBX extension the system selects a PBX Line Group and, if a line is free, dials the digits. •If the selected number is an external number, the system attempts to seize a line. If one is available, it dials the number without inserting the access digits. If a line is not avail- able a free PBX line is seized and the access digits are automatically inserted. 3.30If Redial is used, the number is redialed on the same group on which the original call was made. If no lines are available, you will hear busy tone.
Page 3-10 Features ENCORE MANUAL, Issue 4.0 – July 2002 Protection Against Power Failure 4. PROTECTION AGAINST POWER FAILURE 4.1For protection against power failure, database protection and power failure telephones are required. A. DATABASE PROTECTION 4.2The CPU contains a capacitor that protects the programmed database in the event of a power failure. The capacitor will protect the programmed database until the accumulated sys- tem downtime exceeds 2-3 months (depending on the size of the database). B. POWER FAILURE TELEPHONES 4.3Each board with CO line capability is equipped with a power-failure circuit path. In the event of a power failure (without battery back-up power), lines are switched automatically to the designated extensions and calls can be made and received on these lines until the power is restored. The Keyset will not work when power has failed, so these extensions must be con- nected to single-line telephones for calls to be made. 4.4Lines 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: Because Keysets cannot operate 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. 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. CO LINEPOWER FAILURE EXTENSION Line 1Extension 24 Line 2 Extension 25 Line 5Extension 31 Line 7Extension 37
Page 3-11 Features ENCORE MANUAL, Issue 4.0 – July 2002 Extensions FEATURES 3 5. EXTENSIONS 5.1The system has capacity for up to 18 extensions. Extensions can be equipped with Encore Keysets or industry-standard single-line sets. Extension 23 can be connected to a Door- phone, if desired. Extension 20 is the operator’s extension and, at default, is the Programming Extension. 5.2You may assign names to extensions. When an extension receives an internal call, its display will show the calling extension name in the place of the extension number. A. KEYSETS 5.3The Encore Keyset is specially designed for use with the Encore system. In the drawing below, the keyset features are pointed out. Each is described in more detail later. Four-Line Liquid Crystal Display (LCD) 5.4Each Keyset has a liquid crystal display (LCD). The display helps the user to process calls more efficiently. (These displays are indicated throughout this section of the manual.) The prompts and information shown on the display help you use your Keyset: •Prompts appear that tell you what action to take or warn of an incorrect action. For example, an attempt to access the system programming menus from the wrong exten- sion will result in the prompt “Programming Refused” being displayed. •When your Keyset is not in use, its display shows the time and date on the top line. •When you dial an external number, the display shows the digits as they are dialed. •When you make an internal call the extension number you dialed is displayed. If the extension has been programmed with a name, the name is displayed. •You can leave a message on your Keyset display which will be also seen by other Key- set users who call your extension (see page 3-39). •You can display Caller ID numbers or names, if programmed, on your Keyset display (see page 3-7). Handset Speaker Programmable Line/Feature KeysFunction Keys: Hold, Program, Message, and Directory Display Display Keys Scroll Key Microphone Speaker Key with lightMute Key with lightLight for ringing calls and waiting messages Vo l u m e Keys Keypad Edit Keys Keypad
Page 3-12 Features ENCORE MANUAL, Issue 4.0 – July 2002 Keysets 5.5When the Keyset is idle, the Idle Menu is shown on the display. It contains a large num- ber of options displayed in groups of three. (A menu with the first three options is shown below.) You use the Scroll keys below the display to scroll up and down through the options. 5.6If you are on a call or using a feature, the menu changes to offer only those options rele- vant to what you are doing. Also, when features such as Extension Lock are set, the first prompt on the display becomes the option to cancel the activated feature. 5.7When activating certain features, it is necessary to select the extensions or lines on which you wish to activate the feature. In this case the Extension Menu is shown, listing all the extensions connected to the system. Or, a Line Menu is shown, listing all the lines connected to the system when you are activating line features. NOTE: Most menus will display the option “Cancel.” This allows you to exit without activating the feature. You may also press the Scroll Up (!) key for two seconds to return to the previous menu. Finally, pressing the Speaker key exits all menus and returns the display to the Idle Menu. Using the Scroll Keys 5.8The Scroll keys are located under the display and are used to scroll up and down through the display options. When the Scroll Down () key is pressed, the next three available options are displayed. Conversely, pressing the Scroll Up (!) key will take you back up the display to the previous options. NOTE: Pressing the Scroll Up (!) key for two seconds will exit to the previous menu. Using the Display Keys to Select Menu Options 5.9The six Display keys, located on each side of the display, are pressed to select the menu option shown on the display. This will either activate a feature, cause another menu to be dis- played, or select an item from a list. 5.10When selecting from a displayed list (for example selecting extensions from the exten- sion Menu), selected items will be denoted by a next to the object. Unselected items will be denoted by a ◊ next to the item. Selecting an item with a ◊ causes the item to be selected and the symbol to change to , and vice versa. NOTE: Do not press the Display keys quickly in succession to scroll through menus. You must wait for the display to change before making your next selection. HH:MM MM. DD.YY -Internal Call -External Call -Redial Last Number