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Lucent Technologies 5 manual System Planning Forms

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MERLIN LEGEND Communications System Release 5.0	Issue 1
System Manager’s Guide 555-650-118	June 1997

D System Planning Forms

Page D-1

0	System Planning Forms	D

This appendix contains a table that lists each system planning form. The forms are in numerical order and organized according to planning purpose as shown in Table D–1. Information about filling in the forms is contained in System Planning.

Also included in this list is the Employee Communications Survey form. If you need to plan system modifications as your company’s needs expand, use this form to conduct a survey of system users’ needs. Make copies of the form and save the original for future use.

Table D–1. System Planning Forms

Used for Planning	Form No.		Form Title
Features and Calling		N/A	Employee Communications Survey
Privileges
Control Unit Assembly and	1		System Planning
Operating Conditions
System Component		2a	System Numbering: Extension Jacks
Numbering
		2b	System Numbering: Digital Adjuncts

		2c	System Numbering: Line/Trunk Jacks

		2d	System Numbering: Special Renumbers

Continued on next page

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Lucent Technologies 5 manual System Planning Forms

Contents

Merlin Legend Your Responsibility for Your System’s Security Contents System Components Learning More About Telecommunications Index June Important Safety Instructions Issue Night Service with Coverage Control Coverage Timers Programmed for Individual ExtensionsRelease 4.1 Enhancements Forward on Busy Night Service Group Line AssignmentRelease 4.2 Enhancements Merlin Legend Reporter Computer Telephony Integration CTI Maintenance Enhancements Change to Permanent Error AlarmRelease 5.0 Enhancements Enhanced Extension Information ReportScreen Pop Basic Call ControlHotLine Feature Group Calling Enhancements Delay Announcement DevicesMost Idle Hunt Type Enhanced Calls-in-Queue Alarm Thresholds MLX-5 and MLX-5D Telephones Call Restriction Checking for Star Codes Release 3.1 EnhancementsTrunk-to-Trunk Transfer Set for Each Extension Default Facility Restriction Level FRL for VMI Ports Programmable Second Dial Tone TimerDefault Pool Dial-Out Code Restriction for All Extensions Default Outward Restrictions for VMI PortsRelease 4.0 Enhancements Default for the Default Local TableDownloadable Firmware for NI-BRI Modules Support for T1 Switched Digital Data TransmissionForwarding Delay Option 016 Tip/Ring ModuleSingle-Line Telephone Enhancements Seven-Digit Password for SPMVoice Announce on Queued Call Console QCC Time-Based Option for Overflow on Calling GroupMerlin Legend Communications System Release Intended Audience How to Use This BookLines, Trunks, and Facilities Terms and Conventions UsedOld New Example Purpose Product Safety LabelsSecurity Typographical ConventionsTelephone User Support Related DocumentsDocument No Title System DocumentsMiscellaneous User Support How to Comment on This BookDocumentation for Qualified Technicians Overview Read This FirstUsing This Guide Related Guides Your Role as System ManagerSystem Manager Responsibilities System Planning FormsProgramming as described in ‘Backing‘ Up the System’’ on Upgrading the SystemEnvironmental Requirements About the System Background Local Loop Telephone Company Central Office Customer PremisesTelephone Network Telephone EquipmentIssue Evolution of Switches Switching EquipmentEvolution of Switches Switching Office Hierarchy Switching MethodsSystem Overview Issue System Overview Incoming Trunks Incoming Trunks Issue Modes of Operation About the System Modes of Operation On next Components2 Key Mode Hybrid/PBX Mode Behind Switch ModeIssue System Components GS/LS-MLX Module Line/Trunk and Extension ModulesApplications2 FeaturesApplications Applications System Capacities Programming the SystemAuxiliary Components June 10. Auxiliary System Components Data Communications Capabilities Merlin Legend Communications System Release Carriers Control UnitProcessor Module Processor Module Pcmcia Memory CardPower Supply Module Power Supply ModuleExtension Jacks Modules Supporting Extensions016, 012, and 008 OPT Modules Touch-Tone ReceiversModules Supporting Lines/Trunks Power-Failure Transfer Telephones100D Module Issue Issue Summary Line/Trunk and Extension Modules Supports See ‘100D ‘ BRI MLX Telephones TelephonesIssue MLX-28D Telephone MLX-28DMLX-20L Telephone MLX-16DP MLX-10D Telephone MLX-10DMLX-10 Volume Control Fixed-Feature Buttons User Cards and TrayMLX-5 Direct Station Selector 10. Direct Station Selector Telephone Requires two analog multiline extension jacks Analog Multiline TelephonesAnalog Multiline Telephones Model Description Analog multiline phone, fax machine, and copierLine Buttons on Multiline Telephones Single-Line TelephonesSingle-Line Telephones Model Description Key Mode Line Buttons Line Buttons in Hybrid/PBX Mode Switch Mode, see ‘Modes‘ of Operation’’ on Line Buttons and Special Considerations Behind Switch ModeOperator Consoles Maximum Queued Call ConsolesQCC Buttons Maximum Number of System Operator PositionsIssue MLX DLC Direct-Line ConsolesSystem Adapters AdaptersMulti-Function Module Telephone AdaptersAdapters described below connect adjuncts to telephones General Purpose Adapter AdjunctsSystem Adjuncts Date Time Called Number Station Message Detail Recording PrinterFax Machines System Programming and Maintenance PCLoudspeaker Paging Systems Dial DictationTelephone Adjuncts Delay AnnouncementsHeadsets Door PhoneOne-Touch Operation MLX and Analog Multiline Telephones Message-Waiting IndicatorHeadpieces Manual Operation Analog Multiline Telephones OnlyData Communications Adjuncts Additional Telephone AdjunctsPassive Bus Videoconferencing SystemsIs a summary of the adjuncts Ascend Pipeline 25-Px Access DeviceAscend Pipeline 25-Px Alerts ACAlerts DC Answer/Record MachineDirect Station Selector DSS Group Calling DelayHeadsets and Adapters Dial DictationPower Accessories Power-Related HardwareProtection Accessories System Auxiliary PowerBattery Backup Power Telephone Power Units146A and 147A Surge Protectors System AlarmsIn-Range Out-of-Building Protection Off-Premises Range ExtenderPower-Failure Transfer Telephone Trouble AlarmPower-Failure Alarm Power-Failure did Busy-OutJune Features Features and ApplicationsFeature Finders Issue Basic Calling and Answering Considerations Feature Name Answering Feature Finder Basic Calling and Answering TypeAnswering calls Conferencing and joining Calls Basic Calling TypeDialing and calling T1 Switched Service Automatic Route Selection Night ServiceAuthorization Codes Long-distance service Primary Rate InterfacePutting a call on hold PagingTransferring calls Using the system from an Outside phoneFor more information, see ‘Covering‘ Calls’’ on Covering Calls and Having Calls CoveredCovering others’ calls Feature Finder Covering Calls and Having Calls CoveredConsiderations Feature Name Calls Covered Covering Calls and Having TypeBy a co-worker Have your calls ring User Have all your calls coveredCNT used for Coverage Immediately at your Reference Calling Privileges and RestrictionsSee System Feature Finder Calling Privileges and Restrictions TypeConsiderations Feature Name Restrictions Preventing people from Making callsAllow people to use their General Night Service Calls outside normal Business hoursCalling Privileges Type Allowing callsCustomizing Phones Considerations Feature Name Feature Finder Customizing Phones TypeMessaging Leaving messages Feature Finder Messaging TypeReceiving messages Labeling Messaging Type Prog Considerations Feature NameSetting up messaging Change the posted GenerTimekeeping System Manager’s Functions and FeaturesFeature Finder Timekeeping Type Considerations FeatureGroup activities Feature Finder System Manager’s Functions and FeaturesConsiderations Feature Name Functions and Features System Manager’s TypeSpeaker button Lines, line buttons Fixed-feature buttonsMaintenance Lines, line buttons, fixed-feature buttoConference buttons to Numbering lines and extensions See also SYS items in -1 on System Manager’s Functions and Features TypeSwitchhook, Recall, or Flash button For noisy places turn off UserReports Prevent DLC operators OperaSecurity Often Mgr Detail Recording See that the system Change voice messaging UserProgramming is backed up Mgr Special Operator and Supervisor Features Set others’ phones to ring at Operator Considerations Feature Name Supervisor FeaturesDLC operators only Reminder Service Certain time as a Calls-In-Queue AlarmSpecial Operator Type Covering Calls Feature DescriptionsForward and Follow Me Sharing LinesCoverage PickupOptions, see ‘Changing‘ Coverage Delay Options’’ on Coverage Inside off, only Selective Coverage Features Description CommentsDirect Voice Mail Summarizes coverage control options for sendersIssue 10 illustrates the various ways that calls can be covered Feature Covered by Description Example Calling Restrictions Information, see ‘Authorization‘Codes’’ on Outward and Toll Restrictions Allowed/Disallowed Lists, see , ‘Managing‘ the System’’ Allowed/Disallowed ListsPool Dial-Out Code Restriction Night Service with Outward RestrictionFacility Restriction Levels FRLs Only Yes Authorization Codes Security Dialing Features Calling Groups Group FeaturesNight Service Groups See ‘Night‘ Service with Outward Restriction’’ on Data Communications Other GroupsRemote Access Automatic Route Selection ARS Account CodesBarrier codes Applications4 System Management Features‘Modules‘ Supporting Lines/Trunks’’ on Summary of ApplicationsApplications Link Standalone Call Answering and Voice Mail Packages Category and Name Key H/PBX BS DescriptionStandalone Programming Standalone Call Accounting and Management ApplicationsIntegrated Package Telephone Company ServicesMulti-use Telephone See ‘Calling‘ Restrictions’’ on Voice Messaging Systems13. Voice Messaging Systems Service orApplication Description Power Fax Issue Issue Putting the System to Work Staff Needs Scenario 1 a Small OfficeMedical Office Needs Staff Member Staff Member Needs Medical Office Floor Plan System DescriptionIssue Scenario 2 a Professional Office Merlin Legend Communications System Release Law Firm Floor Plan Describes the needs of the executive staff Executive StaffExecutive Staff Needs Staff Member Describes the needs of the secretarial staff Secretarial StaffSecretarial Staff Needs Staff Member Describes the needs of the administrative/support staff Administrative/Support StaffAdministrative/Support Staff Needs Staff Member Describes some of the miscellaneous needs of the office Other NeedsOther Needs Extension Partners use the Authorization Codes feature see the section Equipment Illustrates the equipment Law Firm Equipment Call Coverage and Call-HandlingLaw Firm Call Coverage and Call-Handling Staff Member Needs Feature/ApplicationStaff Member Needs Feature/Application Staff Member Needs Feature/Application Law Firm Call Coverage Calling Restrictions Illustrates the locations and staffing Scenario 3 a Dual-Location CompanyDual-Location Company Floor Plans Connectivity General NeedsCost-Effective Calling Toll Fraud and Calling Restrictions Customer ServiceWork Group Needs Work Group Needs Describes the individual needs of certain staff members Individual NeedsIndividual Needs Staff Members General Merlin Legend Communications System Release Work Groups Merlin Legend Communications System Release Individuals Desktop Videoconferencing Optimizing Your SystemGroup Videoconferencing CTI Computer Telephony Integration Link CTI Link Overview Intuity Conversant System RequirementsCaller ID PassageWay Direct Connection SolutionIssue Managing the System Using the Task Descriptions Select Start Using the Programming ProceduresUsing Detailed Procedures Additional InformationConsole/Display Instructions Additional Information Using Summary Programming ProceduresTypes of Programming Introduction to System ProgrammingInformation Screens Programming ScreensYour system information appears in place Screen title and More indicator Prompt OptionsMenu Selection Screens Data Entry ScreensSelected Option Prompt Extension entered System Programming MenuSystem Programming Menu Options Description Saving Entries and Moving among ScreensScreen Keys Display/Key Function Display/Key Function Idle StatesHear a dial tone Idle States Description ProceduresIdentify extensions with voice signal Single-line telephone users do notForced Idle Reminder Tones Programming from the ConsoleSystem Programming Console There are two types of console buttons Console ButtonsConsole Overlay DSS Lights Access to System ProgrammingConsole and DSS Lights Console LightsDisplay the System Programming menu Display the Menu Mode main menu screenExiting System Programming Select System ProgrammingMenu Programming from a PC with SPMHome See of System Programming If you installed SPM on the hard disk of the PC, go to StepTypes of PC Connections With a Direct Local ConnectionPress any key to display the SPM Main Menu shown below Appears on the screenTo display the SPM Welcome screen shown below XX = current version of SPMModem Connections With a Local or Remote Modem ConnectionPassword does not display when you type it Starting Centralized Telephone Programming Centralized Telephone ProgrammingPress More Go to the second screen of the System Programming menuSelect Centralized Programming Guidelines for Programming Extensions Select Program Extension Xxxx = extension entered in Step Select the line button where you want to assign the featureSpecify the extension you want to program Save your entry Select EnterProgram the features Copying Feature and SA/ICOM ButtonsTelephones Feature Only Features That Can Be Copied All Telephones AnalogFeatures That Can Be Copied Direct-Line Consoles Only Xxxx = extension entered in Step Dial or type nnnn Select Copy ExtensionSave your entry Select Enter Dial or type nnnnSelect Enter Copying Line/Trunk Button AssignmentsReturn to the Centralized Programming menu Select ExitUsing Reports Did Printing System Programming Reports Printing Smdr ReportsMore → Print →Select report → Exit PC Procedures To print trunk informationTo print extension information To print all other reportsValid Entries Setting System Date and/or TimeTask List Setting System Date and/or Time Planning GuidelinesBacking Up the System PC ProcedureProgramming Instructions Adding an Extension Use this procedure to add an extension to the systemTask List Adding an Extension Moving an Extension Use this procedure to move an extension in your systemRemoving an Extension Use this procedure to remove an extensionTask List Moving an Extension Task List Removing an Extension Programming Instructions Assigning a HotLine Extension Changing Calling Restrictions Console Procedure Extensions→More→More→HotLine→Dial extTask List Assigning a HotLine Extension Unrestricted, Outward-restricted, Toll-restricted Select restriction → Enter → Exit Console ProcedureChanging Trunk-to-Trunk Transfer StatusLED On/Off or Dial ext. no. → Enter → Exit → Exit Task List Changing Trunk-to-Trunk Transfer StatusoChanging Coverage Delay Options Factory Timer Setting Range Description Ring Delays Affecting CoverageFactory Timer Setting Range Description QCC queue Unassigned Unavailable or Immediate Available Group Cover AvailableButtons only or Unavailable or Group Cover Unassigned Buttons Unavailable or AvailablePlanning Guidelines Task List Changing Coverage Ring DelaysProgrammed for Delay Ring Change the delay for Primary Cover buttonsProgrammed for Delay Ring change the additional delay Change the delay for Secondary Cover buttonsAdding/Removing a Line MLX-20L Adding a DLC Operator PositionTask List Adding a DLC Operator Position Merlin Legend Communications System Release Adding a QCC Operator Position Task List Adding a QCC Operator Position Operator Features, and 5d, Queued Call Console QCC11. Maximum Number of Operator Positions Programming Instructions Adding Operator Features Task List Adding Operator Features For Music On Hold Connecting Auxiliary EquipmentFor the number of seconds 0 to 30 seconds For Maintenance AlarmsFor Loudspeaker Paging For Fax MachinesVoice Messaging System and Automated Attendant Task List Connecting Auxiliary EquipmentFor fax machines For a voice messaging system and auto attendant Changing Calling Group AssignmentsTask List Changing Calling Group Assignments Revising Allowed ListsPlanning Guidelines Task List Revising Allowed Lists Assigning Allowed Lists to ExtensionsTask List Assigning Allowed Lists to Telephones6 Revising Disallowed ListsMerlin Legend Communications System Release Valid Entries Task List Changing Disallowed Lists Assigning Disallowed Lists to ExtensionsTask List Assigning Disallowed Lists to Extensions Changing Group Coverage AssignmentsPlanning Guidelines Task List Changing Group Coverage Assignments Revising Night Service With Group AssignmentExtension numbers Line/trunk numbers Task List Revising Night Service with Group AssignmentRevising Night Service with Coverage Control Task List Revising Night Service with Coverage Control To program with SPM Changing Extension Directory LabelsProgramming Instructions To program on the system programming consoleTask List Changing Extension Directory Labels Changing Trunk LabelsEach label can have a maximum of seven characters Changing Posted Message Labels Console Procedure More→Labeling→LinesTrunks→Dial ext. no.→Task List Changing Trunk Labels Task List Changing Posted Message Labels Task List Changing Calling Group Labels Changing Calling Group LabelsTask List Changing System Directory Labels Changing System Directory LabelsAdding a CTI Link Telephony Services Network Manager’s GuideNo. → Issue Busying-Out and Restoring the MLX Module PC Procedures To print system informationTo save report on disk One, see ‘Removing‘ a CTI Link’’ on Task List Adding a CTI LinkTask List Removing a CTI Link Removing a CTI LinkConsole Procedure AuxEquip→CTI Link→Extension→Delete→ Exit→ Issue Guides Learning MoreSystem Reference Guides Ordering and AvailabilityCommon Elements Using System ProgrammingAspects of the system Feature Reference Entries Contents and OrganizationSpecial Tools AppendixesSystem Programming Appendixes User and Operator Guides Common Elements Calling Supervisor’s Guide Data/Video Reference System Guides Information Finder Display Features Labeling Information Finder Features To learn about Check this guideBasics Maintenance and Troubleshooting Planning and Programming FeaturesTo learn about Check this guide System Management Programming, , and FeatureSystem Programming, Systemwide Basics Extension Features and ButtonsSystem Programming, Chapters 3 System Programming, Appendix H Group Features and ButtonsChanging the hold timer when operators are Changing the delay before a call coming to aFeature Setting up or changing the following calling Setting up operator positionsChanging the types of calls assigned to ring Allowing QCC operators to makeAutomatically Assigning a QCC to act as a message center Chapter Feature Reference. See AutomaticFeature Reference. See Pools Lines and TrunksTroubleshooting the System All Phones Are Dead No Dial Tone or Lights Some Phones Are Dead No Dial Tone or Lights Possible Cause 1 The telephones are not receiving powerPossible Cause 5 The telephones may be defective Difficulty Making Outside Calls SECURITYlALERT SECURITYlALERT Possible Cause 8 The telephone may be defective Possible Cause 2 The Do Not Disturb feature is turned onPossible Cause 3 The Forward feature is turned on Phone Does Not RingIssue Possible Cause 5 The telephone may be defective DLC Console Not Ringing for Incoming Calls Possible Cause 1 The Do Not Disturb feature is turned onPossible Cause 3 The telephone may be defective QCC Console Not Ringing For Incoming Calls Possible Cause 2 The Position Busy feature is turned onSingle-Line Phones Ring Back after Completed Call Possible Cause 2 The telephone may be defective Cannot Transfer Call after Answer on an Outside LineNight Service Not Working Issue Calls Not Going to Voice Mail Possible Cause 5 The voice mail system may not be working Expect it to be on, see ‘Night‘ Service Not Working’’ onPossible Cause 1 The system time may be set incorrectly Callers Getting Incorrect Response From Voice MailCalls Not Going to Coverage Programmed Button Fails Trouble Hearing Called PartyPossible Cause 2 The telephone handset may be defective Possible Cause The system time may be set incorrectly Reminder Messages Received with the Wrong TimePossible Cause 1 The Recall timer may be set incorrectly Recall/Switchhook Does Not WorkCalling Group Members Not Receiving Calls Calls Not Receiving Screen Pop Possible Cause 1 The call was not delivered to an SA button Calling Group Overflow Calls Not Receiving Screen PopPossible Cause 5 The CTI link is not working What to do Check the CTI linkSecondary Announcements Not Playing as Programmed 150 Other or Unresolved Problems Merlin Legend Communications System Release Support Telephone Number Customer Support InformationAFCC Notification Repair Information Installation Operational Procedures Merlin Legend Communications System Release DOC Certification No 4095A CSA Certification No. LR Load No DOC Notification Repair InformationMerlin Legend Communications System Release Ne dépasse 56260Security of Your System Preventing Toll Fraud Toll Fraud Prevention Preventive Measures A-11 A-12 A-13 Security Risks Associated with the Remote Access Feature Educating Users Other Security HintsDetecting Toll Fraud Educating OperatorsEstablishing a Policy Other Security Hints Physical Security Choosing PasswordsLimiting Outcalling Limited Warranty Limitation of Liability Limitation of Liability Remote Administration MaintenanceA-21 A-22 Telephone Extension Equipment About TelecommunicationsBAbout Telecommunications Telephone Extension Equipment B-2 Transmission Facilities B-4 Switching Equipment Telephone service see -3 in , ‘About‘ the System’’ Evolution of Switching OfficesB-7 Signal Transmission SignalingTelephone Numbering Plans B-10 System Capacities Limit Constraining Factor Table C-1. Hardware and Software CapacitiesMLX Table C-1 Limit Constraining FactorSystem Capacities C-4 System Capacities C-5 Table C-1 Constraining FactorsCalling Groups Ports not achievable simultaneously Coverage GroupsFax Machines with Message Waiting System Operator ConsolesTwo-Party Conversations Telephones not achievable simultaneouslyTime slots System Planning Forms Table D-1 Used for Planning Form No Form Title D-3 To remove the control unit housing, see Figure E-1 Removing the Control Unit HousingInstalling the Top Cover Installing the Control Unit HousingTop cover Empty module Figure E-2. Installing the Top CoverFigure E-3. Installing the Front Cover Installing the Front CoverStar codes, 6-70 to 6-71, 6-73 to 6-74 Analog facilities IndexIN-2 Index IN-3 Star codes, 6-70 to 6-71, 6-73 to 6-74 Calling supervisorIN-4 Merlin Legend Communications System Release IN-6 Index IN-7 Operator, 4-26 to 4-27, 4-29 to 4-31 overviewIN-8 IN-9 Types, 3-26 to 3-27, 3-28 to 3-29 Idle statesOverview, 2-21,3-5 to Index IN-12 Prime lines, 2-17,3-28 to 3-29,4-33 Types, 6-5 toTypes, 3-27 to 3-28 Security Features, 3-30 to 3-31, 8-12 to 8-13 overviewApplications, 2-22 to 2-24,4-55 to Role, 1-3 to Forms, 1-4 to Using, 7-7 toIN-18 IN-19 IN-20