Inter-Tel Ivx 500 Installation Manual
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I.NSTA,LLATION AND FIELD .!. -.- ?a MAINTENANCE MANUAL _;_. ex . :: .‘ : ‘;- -I :. ri ._,.., A. Part No. 693.8000 Issue 1, August 1994
Part Number 693.8000 INTEGRATED TM lW500 INSTALLATION AND FIELD MAINTENANCE MANUAL Issue 1, August 1994 @ Inter-Tel Integrated Systems, Inc. 1994 Printed in USA
INTER-TEL PRACTICES TABLE OF CONTENTS IVX500 INSTALLATION 8z MAINTENANCE Issue 1, August 1994 TABLE OF CONTENTS CONTENTS PAGE TABLE OF CONTENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V LIST OF FIGURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii FCC REGULATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Vlll LIMITED WARRANTY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix SPECIFICATIONS AND INSTALLATION ................................. 1. Introduction ........................................................ 2. System Capacities .................................................... 3. Installation And Programming Outline ................................... 4. IVXSOO System Specifications .......................................... 5. Programing PC Specifications .......................................... 6. IVXSOO PC Installation ............................................... 7. IVXSOO PC Hard Disk Drive Replacement ................................ FEATURES ............................................................ 1. Introduction ........................................................ 2. Automated Attendant ................................................. 3. Call Routing Announcement ........................................... 4. Voice Mail .......................................................... 5. Directories (Automated Attendant, Call Routing Announcement, And Voice Mail) . l-l l-2 l-2 l-2 l-3 l-4 l-5 l-19 2-l 2-2 2-3 2-5 2-7 2-20 PROGRAMMING ...................................................... 3-l 1. Introduction ........................................................ 3-2 2. Plan The Programming Session ......................................... 3-2 3. Microsoft Windows .................................................. 3-2 4. How To Use The Programming Windows ................................. 3-3 5. Using The Help Utility ................................................ 3-6 6. System Set-Up For Programming ...................... .._ .............. 3-8 7. Inter-Tel Logo Window ............................................... 3-14 8. Database Programming Menu Window ................................... 3-15 9. Applications Programming ............................................. 3-17 10. Extension ID Programming ............................................ 3-27 11. Group Lists ......................................................... 3-31 12. Mailbox Programming ................................................ 3-35 13. Miscellaneous Information ............................................. 3-46 14. Reports ............................................................ 3-58 15. System Maintenance .................................................. 3-63 Page v
TABLE OF CONTENTS Issue 1, August 1994 INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE CONTENTS PAGE TELEPHONE SYSTEM INTERFACE INSTRUCTIONS . . . . . . . . . . . . . . . . . . . . . 1. 2. 3. 4. 5. 6. 7. 8. 9. Introduction .................................... .................... Using Voice Computer Hunt Groups And Voice Talk ........................ Application Setup Instructions .......................................... Inter-Tel And Premier 256- And 416/832-Port Systems ...................... Inter-Tel IMX 1224/2460 And Premier ESP Systems ........................ Inter-Tel GMX-48 And Ih4X 2448 Systems ................................ Inter-Tel GMX-152D System ........................................... Inter-Tel GLX-Plus System ............................................ Inter-Tel AXXFSS System ............................................. 4-l 4-3 4-3 4-5 4-12 4-17 4-21 4-25 4-29 4-30 TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. 3. 4. 5. Introduction ........................................................ Troubleshooting Checklist ............................................. Troubleshootingcharts..............................................: . Customer Support.. .................................................. Defective Unit Return Policy ........................................... REPLACEMENT PARTS ................................................ 1. Introduction ........................................................ 2. Ordering Procedure ................................................... 3. Replacement Parts List ................................................ 4. Recommended Spare Parts ............................................. INDEX ................................................................ 5-l 5-2 5-2 5-2 5-9 5-9 6-l 6-l 6-l 6-l 6-l I-l Page vi
INTER-TEL PRACTICES IVX500 INSTALLATION & MAINTENANCE LIST OF FIGURES Issue 1, August 1994 LIST OF FIGURES NUMBER TITLE PAGE SPECIFICATIONS AND INSTALLATION Figure l-l. IVXSOO PC And Telephone System Interface .................... Figure 1-2. Back Of Assembled IvXSOO PC (Sample #l) ..................... Figure l-3. Back Of Assembled IVX500 PC (Sample #2) .................... Figure 1-4. PC Motherboard Card Slot Arrangement (Sample #l) .............. Figure 1-5. PC Motherboard Card Slot Arrangement (Sample #2) .............. Figure l-6. Audio Interface Card (AK) .................................. Figure l-7. Four-Port Voice Processing Card (WC) ......................... Figure l-8. Two-Port Voice Processing Card (WC) ......................... Figure l-9. Serial/Parallel Port Combination Card (SPC) ..................... PROGRAMMING Figure 3-l. Application Statistics Report Sample ........................... 3-61 Figure 3-2. Directory Listing Report Samples .............................. 3-62 Figure 3-3. Group List Report Sample .................................... 3-62 Figure 3-4. Application And Port Programming (APP Or PORT) .............. 3-68 Figure 3-5. Extension ID Programming (EXT Or EXTID) .................... 3-70 Figure 3-6. Group List Programming (GROUP, GRP, Or GL) ................. 3-71 Figure 3-7. Mailbox Programming (MAIL Or MB) ..; ...................... 3-72 Figure 3-8. Miscellaneous Programming (MISC) ........................... 3-73 Figure 3-9. Report Programming (REP) .................................. 3-76 Figure 3-10. System Maintenance (SYS Or MAINI’) ......................... 3-77 TROUBLESHOOTING Figure 5-l. Troubleshooting Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REPLACEMENT PARTS Figure 6-l. Replacement Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l-8 l-9 l-10 l-11 1-12 1-13 1-14 1-15 1-16 5-3 6-l Page vii
FCC REGULATIONS INTER-TEL PRACTICES Issue 1, August 1994 IVXSOO INS’MLIKl’ION 8z MAINTENANCE 1. 2. 3. 4. FCC REGULATIONS IMPORTANT The Voice Processing Board complies with Part 68 of the U.S. Federal Communications Commission (FCC) rules. On this board is a label that contains the FCC registration number and ringer equivalence number @EN). Customers connecting this board to the telephone network shall, before such connection is made, give notice to the telephone company of the particular line(s) to which such connection is to be made, and shall provide the telephone company with the following information: - Complies with Part 68 of FCC rules - FCC registration no.: lA92PJ-1097%VM-E - Type of required interface jack: RJ14 - Sequence in which lines are to be connected - Ringer equivalence number (REN): 0.3A, 0.3B NOTE: The REN is used to determine the quan- tity of devices which may be connected to the telephone line. Excessive RENs on the telephone line may result in the devices not ringing in re- sponse to an incoming call. In most, but not all areas, the sum of the RENs should not exceed five (5.0); contact the telephone company to de- termine the maximum REN for the calling area. The telephone company should also be given notice upon final disconnection of this board from the par- ticular line(s). It is also the responsibility of the customer to provide the telephone company with registration numbers of any other devices which are configured for connec- tion to the telephone network. This board cannot be used on public coin service provided by the telephone company. Connection to party line service is subject to state tariffs. (Contact the state public utility commission, public service commission, or corporation commission for in- formation.) If this board causes harm to the telephone network, the telephone company will notify the customer in advance that service may be temporarily discontin- ued. But if advance notice is not practical, the tele- phone company will notify the customer as soon as possible. Also, the customer will be advised of the right to file a complaint with the FCC, if necessary. The telephone company may make changes in its facilities, equipment, operations, or procedures which may affect the operation of this board. If so, 5. the customer shall be given advance notice so that any necessary modifications can be made in order to maintain uninterrupted service. If trouble is experienced with this board, contact a local authorized factory service representative for repairs and/or warranty information. The customer, users, and unauthorized technicians should not re- pair, make adjustments to, or attempt to service this board in any way. In the event of trouble with the telephone line(s), this board must be disconnected from the telephone line(s). If trouble ceases, the board must be repaired by an authorized factory service representative. If the trouble continues to occur with the board discon- nected, the telephone company should be notified that they have a problem. If this is the case, repairs or adjustments made by the telephone company will be made at their expense. WARNING: This board generates and uses radio fre- quency energy and if not installed and used properly, that is, in strict accordance with the manufacturer’s instructions, may cause interference to radio and televi- sion reception. It has been type tested and found to com- ply with the limits for a Class A computing device in accordance with the specifications in Subpart J of Part 15 of FCC Rule. Operation of this board in a residential area may cause unacceptable interference to radio and TV reception requiring the operator to take whatever steps are necessary to correct the interference. However, there is no guarantee that interference will not occur in a particular installation. If this board does cause interfer- ence to radio or television reception, which can bc deter- mined by turning the board off and on, the user is encouraged to try to correct the interference by one or more of the following measures: - Reorient the receiving antenna - Relocate the board with respect to the receiver - Check that the board and receiver are not on the same circuit; the board’s system must be powered from an isolated, dedicated AC outlet If necessary, the user should consult the dealer or an ex- perienced radio/television technician for additional suggestions. If RFI problems persist, contact Inter-Tel Customer Support. The board is also registered with the Canadian Depart- ment of Communications (DCC). If the board will be connected to Canadian lines, contact the local telephone utility for any additional restrictions. Page viii
INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE WARRANTY Issue 1, August 1994 LIMITED W-Y For a period of one (1) year from the date of shipment to Buyer, INTER-TEL warrants the Equipment (except for fuses and lamps) to be free from defects in material, workmanship, or both, and to comply with specifica- tions for the Equipment, as set forth in the Installation and Field Maintenance Manual. Buyer’s sole and ex- clusive remedy for breach of this Limited Warranty shall be to have the defective Equipment (or parts) re- paired or replaced at INTER-TEL’s option. Shipping costs incurred returning warranty work to INTER-TEL shall be paid for by the Buyer. This Limited Warranty exteruik only to the Buyer, not to any customer, user, or third party. This Limited Warranty does not apply to Equipment (or parts) damaged by improper handling, normal wear and tear, accidents, lightning damage, neg- ligence, or improper use or maintenance, and does not apply to Equipment altered without authorization by INTER-TEL. This Limited Warranty does not extend to any claims, suits, damages, liabilities, costs, and ex- penses arising from any act, action, or inaction of Buyer. Although the Moss-Magnuson Act should not apply, in the event that it is held to apply by a court of competent jurisdiction, the implied warranty of fitness for a par- ticular purpose shall extend for the one-year (l-year) period from the date that the Equipment was shipped to the Buyer. THIS WARRANTY IS IN LIEU OF AND EXCLUDES ALL OTHER W- IES, EXPRESS OR IMPLIED, INCLUDING, BUTNOTLIMITED TO, THE IMPLIED W- OF MERC HXNTXBILITY OR FITNESS FOR A PARTICULAR PURPOSE. THERE ARE NO WmIES WHICH EXTEND BEYOND THIS LIM- IT.ED W- IN NO EVENTSHALL INTER-TEL BE LLABLE FOR LOSS OF ANTICIPATED PROFITS, INCIDENTAL OR CONSEQUENTL4L DAUAGES, LOSS OF TIME OR OTHER LOSSES INCURRED BY BUYER IN CONNECTION WITH THE PURPOSE, POSSESSION, OPERATION, OR USE OF THE EQUIPMENT SUCH CLAIMS BEING EXFRESSLY WANED BY THE INSTALLING COMPANI! For complete information on returning equip- ment, refer to the current Inter-Tel Material Re- turn PoZicy (document part number 835.1065). This document includes specific information on the following subjects: warranty, procedures to follow when returning equipment, equipment damaged in shipment, insurance, repair policy, and advance replacement policy. Page ix
INTER-TEL PRACTICES IVX500 INSTALLATION 2% MAINTENANCE SPECIFICATIONS % INSTALLATION Issue 1, August 1994 SPECIFICATIONS AND INSTALLATION CONTENTS PAGE 1. Introduction ......................................................... 1-2 2. Installation And Programming Outline .................................. l-2 3. System Capacities .................................................... l-2 4. IVXSOO System Specifications .......................................... l-3 A. PC Requirements ................................................. l-3 B. Applications Software ............................................. l-3 C. Audio Interface Card ............................................. l-3 D. Voice Processing Cards ............................................ l-3 E. Message Storage Space ............................................ l-3 F. Diagnostics ...................................................... l-3 G. Optional Printer ................................................. l-4 H. Optional Modem ................................................. l-4 5. Programing PC Specifications .......................................... 6. IVXSOO PC Installation ............................................... A. Pre-Installation Checkiist .......................................... B. Hardware Installation ............................................. C. Software Installation .............................................. 7. IVX500 PC Hard Disk Drive Replacement ............................... A. Replacing The Hard Disk Drive ..................................... B. Checking The PC Motherboard Setup ............................... C. Formatting The Hard Disk Drive And Installing MS-DOS .............. D. Installing The Software ............................................ l-4 l-5 l-5 l-6 l-17 1-19 l-19 1-19 1-21 l-22 Page l-l
SPECIFICATIONS & INSTALIATION Issue 1, August 1994 INTER-TELPRACTICES IVXSOO INSTALLATION & MAINTENANCE 1. INTRODUCTION 1.1 The Inter-Tel lVX500 System is a specially- equipped personal computer (PC) that can be connected to a wide variety of telephone systems to provide inte- grated voice processing features, such as voice mail, automated attendant, call routing announcement, and directory services. 1.2 The lVX500 System can be used with the follow- ing Inter-Tel Integrated Systems, Inc. telephone sys- tems: . MX2448 . lMX 1224/2460 . IMx256 . lMX4161832 . GMX-48 . GMX-152D . GMX-256 . GMx-416/832 . GLX-Plus l AXXBSS 1.3 The lVX500 System can also be used with the fol- lowing Premier Telecom Products, Inc. systems: . BSP . BSPMDX . BSPDX 1.4 The IVX500 System can have up to sixteen ports, with each port requiring its own dedicated single-line circuit. 2. 2.1 INSTALLATION AND PROGRAMMING OUTLINE IVX500 System installation and programming is performed in the following order. Detailed instructions and diagrams are located throughout the rest of the manual. (1) Review the hardware requirements in the AP- PLICATION & TELEPHONE SYSTEM SBT- (2) (3) (4) (5) (6) UP section for the specific telephone system that will be connected to the IVX500 System. Connect the lVX500 PC to the telephone system as outlined in this section of the manual. Review the PBAWRBS section to determine the specific applications that will be used (e.g., auto- mated attendant, voice mail, etc.). Program the telephone system to use the desired applications as outlined in the APPLICATlON & TELEPHONE SYSTEM SBTUP section (e.g., single-line port setup, hunt group programming, message waiting notification, etc.). Configure and program the IVX500 System as outlined in the PROGRAMMIN G section (e.g., applications and mailbox programming, etc.). Check each application to ensure that it is work- ing properly. If necessary, refer to the TROU- BLESHOOTING section for additional help. 3. SYSTEM CAPACITIES 3.1 Some of the lVX500 System features have maxi- mum capacities that are dependent on system resources. The features with such capacities are listed in the fol- lowing table. FEATURE CAPACITY voice Ports 16 IppUcattons per System 25 Mailboxes and/or Extension IDS per Sys- 500 em Voice Mail Group I&s per System 100 Members per group list loo Remote Message Notification Numbers pe.r mailbox 2 Tables per system (for pager notification 10 and outgoing access) Custom Recordings per System so Quick Message Retrieval Applications per 1 System System Passwords 4 Page l-2
INTER-TEL PRACTICES IVXSOO INSTALLATION & MAINTENANCE SPECIFICATIONS & INSTALLATION Issue 1, August 1994 4. IVX500 SYSTEM SPECIFICATIONS A. PCREQUIREMENTS 4.1 The lVX500 PC is equipped with special voice processing circuit cards and applications software. For complete installation instructions, refer to page 1-5. 4.2 The IVX500 PC requirements are: IBM-compatible 80386 (33MI-Iz) or higher microprocessor (with tur- bo mode always enabled) MS-DOS version 6.2 (do not use the DoubleSpace or MemMaker utilities) Minimum 4MB RAM Minimum 1OSMB hard disk drive 3fi-inch (1.44MB) double-sided/high-density flop py disk drive Disk Controller Card ?fvo COM ports (RS-232-C serial communications p0r.W Specially-designed Audio Interface Card (AK) Speciallydesigned Voice Processing Cards (WCs) - both AC-ringing and DC-ringing two-port and four-port versions are available Specially-designed applications software Capacity to house at least Eve full-size (16-bit) cir- cuit cards (one for the Disk Controller Card and one for each of the up to four WCs) Optional parallel port and printer for producingvari- ous reports Optional ASCII-type programming terminal for diagnostics (and, if necessary, for loading voice prompts only) 4.3 For remote database programming and mainte- nance/diagnostics, an external modem is also needed. (See PROGRAMMING, page 3-10, for additional in- formation on remote system access.) B. APPLICATIONS SOFTWARE 4.4 Each new IVX500 PC is shipped with the applica- tions software already installed on the hard disk drive. In addition, 3&inch floppy disks containing the applica- tions software are also included. (For information on the IVX5GU database programming software also included with the system, refer to the programming PC specifica- tions on the next page.) Page l-3 C. AUDIO INTERFACE CARD 4.5 The Audio Interface Card (AIC) is a specially- designed software key circuit card that allows the ap- plications software to properly control certain PC functions. It also provides a watchdog timer function. The system will not operate properly without this card. D. VOICE PROCESSING CARDS 4.6 There are four different models of Voice Proces- sing Cards (WCs) available: 2-Port AC-Ringing, 2-Port DC-Ringing, 4-Port AC-Ringing, and 4-Port DC-Ring- ing. 4.7 Each 2-Port VPC provides up to two audio inter- face ports for communication between the telephone system and the IVX500 PC. Each 4-Port VPC provides up to four audio interface ports. As many as four WCs can be installed in the lVX500 PC for a maximum of six- teen ports. 4.8 There is one RJ14 (four-wire) modular jack on each 2-Port VPC, and there are two RI14 modular jacks on each 4-Port VPC. Each jack supports two ports. The two inside wires are connected to one dedicated single- line circuit and the two outside wires are connected to a second dedicated single-line circuit. (For details, refer to the installation procedures beginning on page 1-5.) On 4-Port WCS, the ports are assigned as follows: E. MESSAGE STORAGE SPACE 4.9 The amount of voice mail message storage space available depends on the size of the hard disk drive installed in the IVX!XKl PC. Listed below are the disk drives currently available and their approximate mes- sage storage capacities: l 105MB = 9 hours l 2OOMB = 18 hours . 340MB = 31M hours F. DIAGNOSTICS 4.10 For advanced troubleshooting purposes, the IVX5OO applications software includes special diagnos- tics. If an IVX500 applications problem cannot be re- solved, Customer Support may instruct the installer on how to use the lVX500 diagnostics.