Linear PERS-4200 Series manual Customer Tab

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11. Creating a Custom Account Template

Each PERS-4200 Console installation requires an Account Template. While many items are the same in different Consoles reporting to the same Central Station, some items (account number, customer information, & sensor information) are unique for each installation.

A custom Account Template is created by editing the default Account Template included with the RA4200 software. The customized template should then be saved with a unique name for the account and then sent to the PERS-4200 Console.

Account Template Management

Account templates that are created get stored on the programming PC or onto a server or cloud storage. These account template ﬁ les should be named referencing the subscriber, customer ID number, or other identiﬁ cation that will make it easy to link each ﬁ le with an installation.

Keep these ﬁ les in a safe location. If a ﬁ le is lost or deleted, it can be recreated by retrieving the programmed information from an already programmed Console, although the data on the Customer tab will be lost and have to be reentered.

11.1 Customer Tab

The customer tab displays ﬁ ll-in ﬁ elds for details of the subscriber’s information for the speciﬁ c PERS-4200 installation.

✓NOTE: All ﬁelds are optional and do not have to be ﬁlled in. This information is for PERS provider account reference and is not sent to the Console.

Customer ID

Enter a unique identiﬁ er in the CUSTOMER ID ﬁ ll-in ﬁ eld for the installation. (The Customer ID is different from the communicator’s account number).

Customer Name

Enter the subscribers ﬁ rst, middle, and last name in the three ﬁ ll-in ﬁ elds.

Customer Address 1 & 2

Enter the subscribers primary street, city, state, and zip code in the four

ﬁll-in ﬁ elds. Four additional ﬁ ll-in ﬁ elds are provided for a secondary address.

Telephone Numbers

Three ﬁ ll-in ﬁ elds for telephone numbers are provided. Enter the Console telephone number and up to two additional telephone numbers for the subscriber.

Notes

Enter any special or additional information about the subscriber in the NOTES ﬁ ll-in ﬁ eld.

ACCOUNT TEMPLATE TABS

CONNECTION STATUS	COMMUNICATIONS
INDICATOR	STATUS WINDOW

RA4200 Customer Tab

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Contents PERS-4200 Series Important Pers Installation Warnings Contents Power Supply Product DescriptionVoice Prompts ProgrammingOperation Summary EmergencyActivity FireAlternate Console Labels Remote Speaker/Microphone ModuleHome Button Cover Option Module Installation Power Supply InstallationConsole Connections Telephone ConnectionsProvider Features Console Modes & FeaturesProvider Modes User Features User ModesUsing the Provider Modes Power Off ModeNot-Ready Mode Programming ModeProgramming with RA4200 Software DescriptionSystem Requirements RA4200 can connect to the Console two waysRA4200 Software Installation Programming Outline Testing the Modem Command and Response modem information. If the modem is not Working properly, Windows will notify you To Test the Modem in Windows XP10. RA4200 Software Overview Account Template TabsMenu Bar Sub-menus that can be accessed from the Menu Bar areDrop-down Menu Items and Icons Customer Tab Console Tab Temperature Limit Settings Console Time SettingsAnnunciate Trouble Indication Annunciate Status with Home ButtonLow Battery Report Options Sensors TabSensor Zones Sensor Status IndicatorsSensor types selections available are Communicator Fallback Communicator TabPstn Dialing Sequence Internet Protocol IP Reporting Enter the account number for the speciﬁ c ConsoleThree Central Station Pstn reporting formats are available Three Central Station IP reporting formats are availableMode Switch Reporting Reporting Options TabReport AC Fail Report Supervisory EventsSpeaker Phone Timer Two-way Audio Mode2 Alarm Codes Automatic Status ReportsReminder Settings Audio Replay During TimeoutReminder Messages Tab Report Missed ReminderReminder Time Slot Settings Four types of reminder messages are availableCreating or Editing Reminder Messages Test ReminderChoose a reminder message type Console Communication Send/Receive WindowWhen a Console is new or un-programmed it will announce Sending and Receiving Console DataConsole Time and Date First Time Programming for New ConsolesConnecting with the Console Limited Remote Telephone ProgrammingOption 1 Reporting Format Option 2 Primary Telephone NumberSensor Learn / Test Mode Learning SensorsActivate the sensor to learn. The Console will announce Console will announce the next available zone numberLearning a Single Sensor Testing SensorsErasing All Sensors Event Log Retrieving the Event LogPrinting the Event Log Clearing the Event LogPrinting or Exporting a Template Firmware Update Utility Instructions System Firmware Update Utility InstructionsUpdating Console Firmware Upgrade Complete Appendix a Reporting Codes Reporting Code CIDAppendix B Mode Table System EventAppendix C Communications Status Window Table Opening Port COM30Power Requirements SpeciﬁcationsLinear Limited Warranty Regulatory InformationIndex #’sSIM ID Copyright 2014 Linear LLC 237016 a