AT&TMERLIN®Communications SystemModels 1030 and 3070With Feature Module 4Administration Manual
THE ADMINISTRATOR/ATTENDANT CONSOLEThe administrator/attendant console is the voice terminal connected to the intercom10 Voice Terminal Module jack in
B-16.B-27.B-38.C.9.Line RepresentationIf the answer to #5 is yes, then check “Pooled” and “Dial Access + ARS”on the System Configuration Form and skip
D.E.F.G.10.H.Attendant ConfigurationOn the System Configuration Form, if the answer to #9 is 1 or 0, don’t checkany of the attendant configuration box
I.Rotary LinesIf you have any rotary outside lines, circle the “r” next to each line on theSystem Configuration Form. If you aren’t sure if you have r
N.O.102Allowed Listsif you need to restrict the numbers that certain people can call, but youwant them to be able to call some specific area codes or
VOICE TERMINAL OPTIONSNow that you’ve completed the System Configuration Form, begin filling out VoiceTerminal Configuration Forms, one for each voice
S.T.U.Assigning Lines (Attendant Consoles and Square Systems)Although you can assign lines to whichever buttons you choose, thereare several ways in w
X. Calling RestrictionsIf the voice terminal should be restricted from making toll (long distance)calls, check “Toll Call Restriction” on the Voice Te
System Configuration Form forModel 1030 and 3070System Size:❑ Small (l-8 Lines)❑ Large (> 8 Lines)Attendant Configuration:❑ 11 ❑ 12 ❑ 13 ❑ 1
Voice Terminal Configuration Form forModels 1030 and 3070 Attendant ConsolesIntercom #IdentificationStand Type:Accessories:❑ Wall❑ General Purpose Ada
Voice Terminal Configuration Form forModels 1030 and 3070 Non-attendant Voice Terminals(Square Systems)Intercom #IdentificationVoice Terminal Size:Sta
Small Administrator/AttendantConsole* in Administration Mode1. You set the T/P switch to P to perform systemadministration.2. You use Adm Tel when
Voice Terminal Configuration Form forModels 1030 and 3070 Non-attendant Voice Terminals(Pooled Systems)Intercom #IdentificationVoice Terminal Size:Sta
System Speed Dial DirectoryDial CodeStored NumberDial CodeStored Number#60#80#61#81#62#82#63#83#64#84#65#85#66#86#67#87#68#88#69#89#70#90#71#91#72#92#
Group Page DirectoryGroup 1Group 2Group 3Intercom #IdentificationIntercom #Identification Intercom #Identification111222333444555.666777888999101010Gr
Allowed-List DirectoryList OList 1List 2List 3EntryEntryEntryEntryo0 001111222233334 44 4555 5666677778 88899 99List 4List 5List 6List 7EntryEntryEntr
Form for Automatic RouteSelection TablesTABLE 0AREA CODE/EXCHANGE0) —1) —2)— 3)—4) —5) — 6) — 7) — 8) —9) —POOLOTHER DIGITS0)—1) —2) —3)—4) —5) —TABLE
Form for Automatic RouteSelection Tables (continued)TABLE 4AREA CODE/EXCHANGE0)—1) —2) —3)—4) —5)—6)—7)—8)—9) —POOL OTHER DIGITS0) —1) —2)—3) —4) —5)—
Form for Automatic RouteSelection Tables (continued)TABLE 7AREA CODE/EXCHANGE0)—1) —2)—3) — 4) — 5) —6)—7)—8)—9) —POOL0)—1) —2)—3)—4) —5)—TABLE 8:POOL
IndexAccount Number Entry, 76, 94Adm Misc, 10, 11, 25Adm Pool, 10, 11, 25Adm Tel, 10, 11, 25Administrator/Attendant Console, 4, 6,7, 9 - 12, 20, 22
Quick Reference Guide to Administration ProceduresThis chart summarizes the administrative procedures described on pages 26 through 82. For more infor
Quick Reference Guide to Administration Procedures(continued)ProcedureTouchThenCUSTOMIZE WITH OTHER SYSTEM OPTIONSAssign outward and toll callrestrict
Large Administrator/AttendantConsole* in Administration ModeThe large console provides the same features as the small console, but it has more line an
Quick Reference Guide to Administration Procedures(continued)To delete an area code orexchange:To add a pool number andother digits:ProcedureTouchThen
Quick Reference Guide to Administration Procedures(continued)ProcedureTouchThenGet a printout of SystemAdm Misc● Dial #901 and wait for beep.Speed Dia
SLOT 1SLOT 2 SLOT 3SLOT 4A2B21929A1B11828✱A0B01727Adm PoolAdm TelA41626A3How to Use Label Strips15251. Type or printthe appropriateoutside line num-be
SLOT 1SLOT 2SLOT 3SLOT 4 SLOT 5SLOT 6SLOT 7D3F4*A2B2192939B3 D449596979A1B1182833B4E048586878A0B0172737Adm PoolC0E1475767A477Adm TelC1E2162636A3465666
Using the ConsoleWhen you administer your system, you frequently use the Auto Intercom buttons andShift buttons (large systems only) on the administra
Preparing to Administer YourSystemBefore you start to administer your system, review this section to make sure you havethe information and completed f
THE SQUARE VS. POOLED DECISIONFor systems that have just been installed, you have to make a decision about a basicsystem characteristic-how people acc
BDFAcEIII●Lines A, B, G D, E, FLines are assigned to the same buttons at each voice terminal.EXAMPLE OF STANDARD SQUARE CONFIGURATIONPages 27 through
A customized square configuration is the most appropriate system arrangement forUltimate Motors’ varied communication requirements. The administrator
About Pooled SystemsIn a pooled configuration, you group several outside lines together into a pool thatpeople can access with a single button on thei
Line CLine HLine B Line GLine ALine FIntercomVoiceLine EAttendant consoleIntercomRingLine DMain pool= Lines A, B, CLine pool 2= Lines E, FLine pool 3=
Table of ContentsPageHow to Use This ManualAdministration OverviewAdministering Your System for the First TimeMaking Changes to Your System Later MERL
Button Access vs. Dial Access to Line PoolsYou can choose one of two access options for line pools: Button Access to Line Poolsor Dial Access to Line
THE FORMS AND LABELS YOU NEEDBefore you begin performing administration procedures, be sure to complete all thenecessary forms:●●A System Configuratio
Basic AdministrationOnce your system planning and paperwork are complete, you can perform basic ad-ministration procedures. The chart below lists the
SETTING YOUR CONTROL UNITThe first step in customizing the MERLIN system is to set the control unit to theoperating conditions you select.IMPORTANT If
5. Set switch G.NOTE: The instructions that follow apply if switch F is set to Pooled. Ifswitch F is set to Square, switch G may beset to either posit
CHANGING YOUR SYSTEM LATERBasic changes to the way your system operates—that is, changes to the switch set-tings on the control unit—may erase importa
ENTERING AND LEAVING ADMINISTRATION MODEAdministration mode is an operating state of your control unit and of youradministrator/attendant console that
SPECIFYING TOUCH-TONE OR ROTARY DIALINGWhen your system is installed, it is set to generate Touch-Tone signals. If some ofyour lines are rotary, you n
SETTING UP SQUARE SYSTEMSIn square systems, individual lines appear on separate buttons at voice terminals.If you want a standard square system, you w
Order in Which the System Assigns Linesin a Square System28
How to Use This ManualThe advanced technology of the MERLIN™ communications system offers a flex-ibility that allows you to customize the system to yo
If you are setting up a customized square system for the first time, you should beginby removing all existing lines from each voice terminal in your s
6. Repeat steps 3 through 5 for each voice terminal to which you want toassign lines.NOTE: If you are setting up a customized square system, try to ad
SETTING UP POOLED SYSTEMSIn pooled systems, you group similar types of outside lines into a pool that peoplecan access with a single button on their v
Assigning Lines to Line PoolsFollow the procedure below to set up line pools.1. If you have not already done so, enter administration mode by follow-
Preparing to Assign Lines to Buttons and Set Up Access to Line PoolsYou can assign individual lines and line pools to particular buttons on voice term
Order in Which the System Assigns Linesin a Pooled System34
●●●●Note that none of the voice terminals in your system come with preprinted but-ton labels. Be sure to label the buttons with the correct numbers fo
Assigning Individual Lines to ButtonsTo assign individual lines to buttons:1. If you have not already done so, enter administration mode by followin
Assigning Line Pools to Buttons (Button Access to Line Pools)If you have few line pools and do not use Automatic Route Selection, you will probablypre
Assigning Dial Access to Line PoolsIf you have a pooled system and switch G on the control unit is set to Dial Access(up), you can assign individual v
Administration OverviewBecause the effects of system administration are wide-ranging, only you or someoneyou delegate should perform administration pr
When your system is first set up, all your voice terminals have access to all the linepools in the system. Follow the procedure below to assign voice
40Customizing with AdditionalSystem OptionsOnce basic administration is completed, you can assign additional options to yoursystem. The chart below su
ASSIGNING CALL RESTRICTIONS TO VOICE TERMINALSWhen your system is first installed, all voice terminals can be used to place inter-com, local, and toll
Assigning Outward and Toll Call RestrictionsYou may want to restrict some voice terminals to intercom or local calls only if, forexample, these employ
7. Refer to the Voice Terminal Configuration Form for this user to see whatrestrictions you plan to assign to this voice terminal. Then touch CallRstr
Setting Up Allowed ListsCall restriction by allowed lists adds a group of permitted numbers to the calling rangeof an outward- or toll-restricted voic
Assigning Allowed-List Call RestrictionsOnce you have created an allowed list, you can assign it to any voice terminal. Followthe procedure below to a
ADMINISTERING AUTOMATIC ROUTE SELECTION (ARS)To setup Automatic Route Selection, you, the system administrator, must determinewhich of your line pools
You administer ARS by developing a group of ten tables like the sample table below.TABLE 1AREA CODE/EXCHANGE0) —1) —2)— 3)—4) — 5) — 6) —7—8) — 9) —PO
To get the maximum benefit from ARS, it is important to consider the calling patternsof people in your business and the relative costs of calls placed
There are some features that you may want to assign to certain voice terminalsyourself because they influence call-handling efficiency throughout your
Tables 0 and 1 look like this:TABLE OAREA CODE/EXCHANGEPOOLTABLE 1AREA CODE/EXCHANGEPOOLOTHER DIGITSNext, Frank sets up routing patterns for in-state
Next, Frank considers how best to route calls to numbers in area code 201. Locallines are the least expensive method for making calls to the 20 exchan
Next, Frank considers the areas outside the Northeastern. United States to whichPrimo employees make calls. The salespeople frequently tail the firm’s
The routing patterns set up in Tables 0 through 5 and in the default tables meet allPrime’s current needs, so Frank leaves Tables 6 and 7 blank for no
Administering Pool Number and Other Digits Sections of ARS TablesTo administer the Pool Number and Other Digits sections of each table, follow theproc
Activating and Deactivating ARSTo activate ARS, dial the 5-character code #3041. If you hear a beep, ARS cannotbe activated. Go to the control unit an
ASSIGNING VOICE TERMINALS TO GROUPS FOR GROUP PAGEIt maybe convenient to page a particular group of employees such as departmentheads, committee membe
ESTABLISHING NIGHT SERVICEIf your system has extra-alerting devices such as bells or flashing lights, you can usethem to provide Night Service for you
PROGRAMMING SYSTEM SPEED DIAL CODESYou can assign System Speed Dial codes to selected telephone numbers and storethem in your system so that people ca
9. If you have a printer connected to your system for SMDR, you can followthe procedure below to get a printout of your System Speed Dial codenumbers
Prepare for System AdministrationThese procedures help you get ready to administer your system.● Decide how people will access outside lines.● Complet
ADMINISTERING SMDR (STATION MESSAGE DETAIL RECORDING) OPTIONSStation Message Detail Recording (SMDR) enables your business to keep recordsof incoming
7.8.9.DATETo get a printout of call records like the sample printout shown below,dial the 8-character code #390#900.The green light next to Adm Misc f
SETTING THE RETURN INTERVAL FOR TRANSFERRED CALLSWhen your system is installed, it is setup so that a call that is transferred from onevoice terminal
Programming Voice Terminals forOffice PrioritiesYour system comes ready to use with certain custom features assigned to the voiceterminals. The illust
Initial Feature Assignments for Non-attendant Voice Terminalswith 1030 or 3070 Configuration in Standard Square Systems34-Button10-Button5-Button*The
34-Button10-Button5-Button*64Initial Feature Assignments for Non-attendant Voice Terminalswith 1520 Configuration in Standard Square SystemsYour syste
Initial Feature Assignments forNon-attendant Voice Terminals in Pooled Systems34-Button10-Button5-Button● When you assign lines or pools to avoice ter
USING CENTRALIZED VOICE TERMINAL PROGRAMMINGUsing Centralized Voice Terminal Programming, you can assign features convenient-ly to all voice terminals
ASSIGNING AN AUTOMATIC LINE SELECTION SEQUENCEAutomatic Line Selection is a MERLIN system feature that gives you a free linewhenever you pick up the h
ASSIGNING PROGRAMMABLE LINE RINGING FOR INCOMING CALLSYou can customize the line buttons, pool buttons, and Cover buttons on your voiceterminals so th
MERLIN System ComponentsWhen performing your administration tasks, you work with three components of the MERLIN system: the control unit,the administr
ASSIGNING COVER BUTTONSThe Call Coverage feature is useful for people who cover calls for others with whomthey do not share lines. A Cover button perm
Use Centralized Voice Terminal Programming or follow the procedure below.1.2.3.4.5.6.7.8.Go to the voice terminal you want to program.Label the Cover
ASSIGNING LINE PICKUP BUTTONSThe Line Pickup feature allows a person to pickup a ringing, parked, or held callon a specific line at any voice terminal
72Programming Voice Terminals forPersonal PrioritiesBy programming their own voice terminals, people can change the features on allbut the fixed featu
ASSIGNING FEATURES TO PROGRAMMABLE BUTTONSAs system administrator, you may have to decide which custom features certain voiceterminals should have, ta
Feature Programming ChartUse the chart below as a quick reference when you want to program features onto your voice terminal.Feature Name[Suggested Bu
Feature Programming Chart (continued)Feature Name(Suggested Button Label)Description Programming CodeNotesPAGING FEATURESLoudspeaker Page Use your bus
Feature Programming Chart (continued)Feature Name(Suggested Button Label)DescriptionProgmmming CodeNotesOTHER FEATURESPrivacyPrevent people from join-
ASSIGNING PERSONAL SPEED DIAL CODES TO 5- AND 10-BUTTON VOICETERMINALS AND BASIC TELEPHONESOn 5- and 10-button voice terminals, you can program Person
USING SPECIAL CHARACTERS IN PROGRAMMED DIALING SEQUENCESAn Outside Auto Dial or Personal Speed Dial code can store up to 16 digits, includingspecial c
2.3.4.5.6.Processor Module: Works in conjunction withFeature Module 4 to control system operatingconditions.● Switches A, B, C, D, E, F, G, and H. Sel
Now, use the sample procedures below as guidelines to program special charactersinto a dialing sequence.1. Go to the voice terminal you want to progra
SELECTING A PERSONALIZED RINGThe MERLIN system offers a choice of eight different ringing patterns for any voiceterminal. This feature is particularly
PROGRAMMING VOICE ANNOUNCEMENT DISABLEWhen your system is installed, all voice terminals can receive either announced orringing intercom calls. Howeve
PROGRAMMING SIMULTANEOUS VOICE AND DATA CALLSWhen a voice terminal in your system is connected to a General Purpose Adapterand a modem, it can link th
Special Information aboutAttendant ConsolesWhen the MERLIN system is installed, your attendant consoles come with featuresthat are convenient for most
● A loudspeaker paging system or the Group Page feature makes it easy for anattendant to announce calls to people who are not always at the same locat
Initial Feature Assignments forSmall Administrator/Attendant Console*34-Button Deluxe Voice TerminalIntercom numbers Control unit jack numbers represe
Special Information about 5-ButtonVoice TerminalsCalls can be transferred to a 5-button voice terminal from a line that the voice ter-minal does not h
Special Information about BasicTelephonesIf you have basic telephones connected to an Off-Premises Telephone interface, aBasic Telephone and Modem Int
Addition of the Expansion Unit changes the Model 1030 control unit to a Model 3070 control unit and increases overallsystem capacity to 30 lines and 7
Dial Codes to Access Lines, Pools, andIntercom Features Assigned to Voice Terminal ButtonsSQUARE SYSTEMSPOOLED SYSTEMS WITH DIAL ACCESS TO LINE POOLS
BASIC TELEPHONES CONNECTED TO A BASIC TELEPHONE MODULE●●●●●●●If you have a square system, People with basic telephones get an outside lineby dialing 8
MERLIN System FeaturesYour MERLIN system offers features that provide exceptional telephone service onboth a businesswide and a personal basis. As sys
Fixed FeaturesFeatureDescriptionCall Park Put a call on a special kind of hold so the call can be picked up at any voice terminal.● Using Call Park,
Fixed Features (continued)Feature DescriptionMonitor-on-HoldUse your voice terminal’s speaker to listen for a caller to return when you’ve been put on
Custom FeaturesFeatureDescriptionAccount Number Entry Use this feature to associate an account code with outside calls made or received.(used with SMD
Custom Features (continued)Feature* DescriptionCall Restriction Assign call restrictions to any voice terminal as necessary.(See page 41.)● Restrict
Custom Features (continued)Feature*IDescriptionMultiple Line PoolsAssign outside lines to different line pools so that lines that provide the same ser
Optional FeaturesFeatureDescriptionExtra AlertProvide audible or visual signal by means of alerting devices such as bells, horns, or strobelights. The
Appendix:System and Voice TerminalConfiguration FormsThis brief guide helps you decide how to set up your MERLIN™ communicationssystem (Models 1030 an
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