Lucent Technologies Telephone 555 661 140 User Manual

®
MERLIN LEGEND  
Communications System  
Release 6.1  
Installation  
555-661-140  
Comcode 108198029  
Issue 1  
August 1998  
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Trademarks  
5ESS, ACCUNET, ACCULINK, CONVERSANT, DEFINITY, Magic On  
Hold, Megacom, MERLIN, MERLIN II,  
MERLIN LEGEND, MERLIN MAIL, MultiQuest, Music on Hold,  
PassageWay, MLX-5, MLX-5D, MLX-10, MLX-10D, MLX-10DP, MLX-  
16DP, MLX-20L, MLX-28D and Systimax are registered trademarks and  
4ESS, Lucent Technologies Attendant, AUDIX Voice Power, FAX  
Attendant System, HackerTracker, MERLIN Identifier, ProLogix, are  
trademarks of Lucent Technologies in the US and other countries.  
Microsoft and Windows are registered trademarks of Microsoft  
Corporation.  
ProComm and ProComm Plus are registered trademarks of DataStorm  
Technologies, Inc.  
Supra, StarSet, and Mirage are registered trademarks of Plantronics,  
Inc. UNIX is a registered trademark of UNIX System Laboratories, Inc.  
PagePac is a registered trademark of DRACON, a division of Harris  
Corporation.  
Okidata is a registered trademark of Okidata Corporation.  
NORTEL is a registered trademark and DMS a trademark of Northern  
Te le c om .  
MCI, Prism, and Vnet are registered trademarks of MCI  
Communications Corporation.  
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MERLIN LEGEND Communications System Release 6.1  
Issue 1  
Contents  
Contents  
(August 1998)  
xxiii  
Prior Releases Features and Enhancements  
xxix  
Release 6.0 Enhancements (February, 1998)  
Release 5.0 Enhancements (June, 1997)  
Release 4.2 Enhancements (June, 1997)  
Release 4.1 Enhancements (June, 1997)  
Release 4.0 Enhancements (March, 1996)  
Release 3.1 Enhancements (March, 1996)  
xxix  
xxxiv  
xl  
xliv  
xlvi  
l
Intended Audience  
liii  
liii  
How to Use This Book  
Terms and Conventions Used  
Product Safety Advisories  
Security  
liv  
lvi  
lvii  
lviii  
lix  
Related Documents  
How to Comment on This Document  
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Contents  
Page vi  
1
Introduction  
1-1  
Installation Sequence  
System Forms  
1-1  
1-2  
1-4  
1-4  
Programming the System  
Upgrading the System  
2
2-28  
2-30  
2-33  
2-41  
2-44  
2-45  
2-46  
Installing Expansion Carriers  
Installing the Processor  
Installing the Modules  
Replacing a Module  
Connecting the Control Unit to an AC Outlet  
Powering Up the System  
Powering Down the System  
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Contents  
Page vii  
3
Installing Telephones and Adjuncts  
3-1  
Installing Multi-Function Modules  
Installing Adjuncts  
3-2  
3-22  
3-43  
3-48  
Installing Direct Station Selectors  
Assembling MLX Telephones  
to the Control Unit  
3-58  
4
Connecting the Control Unit to the  
Network Interface  
4-1  
Wiring  
4-2  
4-13  
4-15  
4-19  
Testing Trunks  
Labeling Trunks  
Wiring Two Switches Together  
5
Installing the PC, CAT, or Printer  
5-1  
Connecting a PC to the Control Unit  
5-1  
Connecting a CAT  
to the Control Unit  
5-7  
5-7  
Connecting a Printer  
to the Control Unit  
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Contents  
Page viii  
6
Data Stations  
6-1  
6-5  
Analog Voice and Modem Data Stations  
Modem Data-Only Stations  
6-8  
MLX Voice and Modem Data Stations  
MLX Voice and Terminal Adapter Data Stations  
Terminal Adapter Data-Only Stations  
Video Conferencing Data Stations  
6-10  
6-12  
6-14  
6-17  
7
Initializing and Testing the System  
7-1  
Initializing the System  
7-1  
7-3  
Setting the Time and Date  
8
Voice Messaging Systems and Touch-Tone Receivers 8-3  
Automated Document  
Delivery System  
8-4  
8-5  
Call Accounting System  
Call Accounting Terminal  
Call Management System  
CONVERSANT  
8-8  
8-10  
8-13  
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MERLIN LEGEND Communications System Release 6.1  
Issue 1  
Contents  
Integrated Solution III  
Lucent Technologies Attendant  
MERLIN MAIL*  
8-14  
8-17  
8-19  
8-22  
Connect Solution  
8-24  
8-26  
8-28  
System Programming and Maintenance (SPM)  
Installing a CTI Link  
9
Upgrading the System  
9-1  
Upgrading to Release 6.1  
9-2  
9-7  
9-9  
Powering Down the System  
Upgrading the Control Unit  
Modifying the Processor  
for Key Mode  
9-14  
9-18  
Completing the Upgrade  
Upgrading from the MERLIN II  
Communications System  
9-18  
9-20  
Replacing the Control Unit Housing  
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MERLIN LEGEND Communications System Release 6.1  
Issue 1  
Contents  
A
System Numbering Forms  
A-1  
Form 2a, System Numbering:  
Digital Adjuncts  
A-4  
A-5  
A-6  
Form 2c, System Numbering: Line/Trunk Jacks  
Form 2d, System Numbering: Special Renumbers  
B
Unit Load Calculation Worksheet  
B-1  
Unit Load Worksheet  
B-2  
IN Index  
IN-1  
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Installation 555-661-140  
August 1998  
Figures  
2
2-12  
2-16  
2-23  
2-27  
2-29  
2-3 Central Office and AC Grounds  
2-4 Installing 146A and 147A Protectors  
2-6 Installing a Copper Shield in the Power Supply  
2-8 Installing an Auxiliary Power Unit  
2-9 Connecting the Carriers  
for Signaling Types 1C and 5  
2-38  
2-12 Line/Trunk and Telephone Jack Locations on  
3
3-1 Multi-Function Module Packing List  
3-2 Removing the User Card Tray and Line Cable  
3-3 Releasing the Deskstand  
3-3  
3-4  
3-5  
3-6  
3-7  
3-8  
3-9  
3-10  
3-4 Removing the Deskstand  
3-5 Releasing the Module Cover Screw  
3-6 Releasing the Module Cover  
3-7 Removing the Module Cover  
3-8 Removing an MFM Module  
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Figures  
Page xii  
3-19  
3-20  
3-23  
3-29  
3-31  
3-32  
3-33  
3-17 Replacing the User Card Tray and Line Cable  
3-18 Adjusting the Deskstand Height  
3-20 Routing the Cord(s) Through the Cord Channel  
3-21 Manual and One-Touch Headset Operation  
3-22 Single-Zone Paging with PagePac Plus  
3-23 Single-Zone Paging with Customer-Supplied Amplifier  
3-24 Single-Zone Paging with UPAM  
3-25 Single-Zone Paging with Background Music and  
3-50  
3-51  
3-52  
3-53  
3-53  
3-54  
3-55  
3-56  
3-31 Connecting the Line Cords  
3-32 Removing the Extension Label  
3-33 Labeling the Extension  
3-34 Removing the Handset Holder  
3-35 Rotating the Handset Holder  
3-36 Replacing the Extension Label  
3-37 Mounting the Backplate  
3-38 Routing the Cord Through the Backplate  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Figures  
3-39 Connecting Two Voice Pairs to a Telephone Using  
4
Connecting the Control Unit to the Network Interface  
4-2 RJ21X Wiring Field Hardware  
4-4 Using the D-Impact Tool to Seat the Conductors  
4-5 RJ11 and RJ14 Interfaces  
4-6 3150 Front Panel  
4-7  
4-9  
4-11  
4-18  
same continuous property  
4-20  
4-9 MERLIN LEGEND to MERLIN LEGEND T1 Tie Direct  
5
Installing the PC, CAT, or Printer  
5-1 Connecting a PC Within 50 ft. (15.2 m)  
5-3  
5-6  
5-2 Connecting a PC More Than 50 ft. (15.2 m) Away  
5-3 Connecting a CAT and Printer on the Same AC Outlet 5-10  
5-4 Connecting a CAT and Printer on Different AC Outlets:  
Control Unit Connections  
5-13  
5-16  
5-19  
5-5 Connecting a Printer Within 50 ft. (15.2 m)  
5-6 Connecting a Printer More Than 50 ft. (15.2 m) Away  
5-7 Connecting the 248B Adapter and the 2012D  
Transformer  
5-20  
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MERLIN LEGEND Communications System Release 6.1  
Issue 1  
Figures  
Page xiv  
6
Connecting Data Equipment  
6-1 Analog Voice and Modem Data Equipment Configuration 6-7  
6-3 Modem Data and MLX Voice Equipment Configuration 6-10  
6-4 MLX Voice and Terminal Adapter Data Equipment  
6-19  
6-6 Video Conferencing Configuration  
7
9
9-1 Removing the Control Unit Housing  
9-2 Powering Down the System  
9-6  
9-8  
9-3 Removing a Module from the Carrier  
9-4 Replacing a Module in the Carrier  
9-11  
9-13  
9-15  
9-16  
9-17  
9-21  
9-5 Removing the Processor Module Cover  
9-6 Removing the Processor Module Circuit Board  
9-7 Changing the Key Mode Switch Position to Closed  
9-8 Installing the Control Unit Housing  
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MERLIN LEGEND Communications System Release 6.1  
Issue 1  
Figures  
Page xv  
A
System Numbering Forms  
A-1 Form 2a, System Numbering: Extension Jacks  
A-2 Form 2b, System Numbering: Digital Adjuncts  
A-3 Form 2c, System Numbering: Line/Trunk Jacks  
A-2  
A-4  
A-5  
A-6  
A-4  
Form 2d, System Numbering: Special Renumbers  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Figures  
Page xvi  
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Installation 555-661-140  
August 1998  
Tables  
2
Installing the Control Unit  
2-1 Environmental Requirements  
2-2  
2-37  
2-5 Signaling Formats for the 400EM (Tie Trunk) Module  
3
3-3 Single-Line Telephones Supported by Release 3.0  
and Later  
3-42  
4
5
Connecting the Control Unit to the Network Interface  
4-1 Network Interfaces  
4-3  
Installing the PC, CAT, or Printer  
5-1 Lucent Technologies 572 Printer Options  
5-2 Lucent Technologies 475/476 Printer DIP Switch  
Settings  
5-22  
5-24  
5-25  
5-3 Lucent Technologies Printer DIP Switch Settings  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Tables  
Page xviii  
6
8
6-1 Data Station Configurations  
6-2 Terminal Adapter Settings  
6-2  
6-21  
Installing Applications  
8-1 TTRs Required by VMS  
8-4  
8-2 MERLIN MAIL Ports Required  
8-20  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Page xix  
The exclamation point in an equilateral triangle is  
intended to alert the user to the presence of important  
operating and maintenance (servicing) instructions in the  
literature accompanying the product.  
IMPORTANT SAFETY INSTRUCTIONS  
When installing telephone equipment, always follow basic safety precautions to  
reduce the risk of fire, electrical shock, and injury to persons, including:  
Read and understand all instructions.  
Follow all warnings and instructions marked on or packed with the  
product.  
Never install telephone wiring during a lightning storm.  
Never install a telephone jack in a wet location unless the jack is  
specifically designed for wet locations.  
Never touch uninsulated telephone wires or terminals unless the  
telephone wiring has been disconnected at the network interface.  
Use caution when installing or modifying telephone lines.  
Use only Lucent Technologies-manufactured MERLIN LEGEND®  
Communications System circuit modules, carrier assemblies, and power  
units in the MERLIN LEGEND Communications System control unit.  
Use only Lucent Technologies-recommended/approved MERLIN  
LEGEND Communications System accessories.  
If equipment connected to the analog extension modules (008, 408, 408  
GS/LS) or to the MLX telephone modules (008 MLX, 408 GS/LS-MLX) is  
to be used for in-range out-of-building (IROB) applications, IROB  
protectors are required.  
Do not install this product near water, for example, in a wet basement  
location.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Page xx  
Do not overload wall outlets, as this can result in the risk of fire or  
electrical shock.  
The MERLIN LEGEND Communications System is equipped with a  
3-wire grounding-type plug with a third (grounding) pin. This plug will fit  
only into a grounding-type power outlet. This is a safety feature. If you  
are unable to insert the plug into the outlet, contact an electrician to  
replace the obsolete outlet. Do not defeat the safety purpose of the  
grounding plug.  
The MERLIN LEGEND Communications System requires a  
supplementary ground.  
Do not attach the power supply cord to building surfaces. Do not allow  
anything to rest on the power cord. Do not locate this product where the  
cord will be abused by persons walking on it.  
Slots and openings in the module housings are provided for ventilation.  
To protect this equipment from overheating, do not block these openings.  
Never push objects of any kind into this product through module  
openings or expansion slots, as they may touch dangerous voltage  
points or short out parts, which could result in a risk of fire or electrical  
shock. Never spill liquid of any kind on this product.  
Unplug the product from the wall outlet before cleaning. Use a damp  
cloth for cleaning. Do not use cleaners or aerosol cleaners.  
Auxiliary equipment includes answering machines, alerts, modems, and  
fax machines. To connect one of these devices, you must first have a  
Multi-Function Module (MFM).  
Do not operate telephones if chemical gas leakage is suspected in the  
area. Use telephones located in some other safe area to report the  
trouble.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Page xxi  
!
!
WARNING:  
For your personal safety, DO NOT install an MFM yourself.  
ONLY an authorized technician or dealer representative shall install, set  
options, or repair an MFM.  
To eliminate the risk of personal injury due to electrical shock, DO NOT  
attempt to install or remove an MFM from your MLX telephone. Opening  
or removing the module cover of your telephone may expose you to  
dangerous voltages.  
SAVE THESE INSTRUCTIONS  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Page xxii  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxiii  
New Features and Enhancements  
Release 6.1 Enhancements  
(August 1998)  
Release 6.1 includes all Release 6.0 functionality, plus the enhancements listed  
below.  
Private Networking  
Release 6.1 enhances the functioning of the networked MERLIN LEGEND  
Communications System in a number of ways:  
Centralized Voice Messaging  
Group Calling Enhancements  
Transfer Redirect  
Direct Station Selector  
Call Forwarding  
SMDR  
Decrease in Call Set-Up Time  
PRI Switch Type Test  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxiv  
Centralized Voice Messaging  
One or more MERLIN LEGEND systems (Release 6.1 or later) can share the  
voice messaging system (VMS) of another MERLIN LEGEND system, provided  
the systems are directly connected to the system with the VMS. In this  
configuration, the system containing the VMS is known as the hub. This sharing  
of the VMS is called “Centralized Voice Messaging.” Centralized Voice  
Messaging includes the functions of voice mail, Automated Attendant, and fax  
messaging. See the Network Reference for detailed information about  
Centralized Voice Messaging.  
Centralized Voice Messaging offers the following benefits:  
Private-networked MERLIN LEGEND systems do not need a local VMS.  
Having systems use a centralized VMS instead of separate VMSs is  
more economical.  
Users that travel between sites can dial the same digits anywhere in the  
private network to access the voice messaging system. For example, a  
salesperson headquartered in Cincinnati can dial the same four digits at  
the company’s Los Angeles office to retrieve voice messages.  
Productivity is enhanced because messages can be forwarded and  
broadcasted to all personnel within the private network.  
Calling groups on networked systems can send overflow coverage to a  
shared VMS, so that an incoming caller can leave a message instead of  
waiting in a queue.  
The VMS can light the Message Waiting lights on multiple MERLIN  
LEGEND systems in a private network. This greater efficiency saves time  
because a user only has to look at his or her telephone to determine if he  
or she has a message.  
Group Calling Enhancements  
A calling group can have a single non-local member that is defined by the  
Uniform Dial Plan and exists on another MERLIN LEGEND Communications  
System connected by a tandem trunk to the local system. If a calling group  
contains a non-local member, the non-local member must be the only member  
in the calling group. See the Network Reference for details.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxv  
A calling group containing a single non-local member can be used for  
the same purposes as a calling group containing local extensions,  
including:  
Night Service. Night Service coverage can be provided across a private  
network to a centralized Automated Attendant, a non-local calling group,  
a QCC queue, a DLC, or any individual extension on the remote system,  
such as a night bell.  
Group Coverage. Group Coverage can be provided across a private  
network to a VMS, a non-local calling group, a QCC queue, a DLC, or  
any individual extension on the remote system.  
Calling group overflow coverage. Calling group overflow coverage can  
be provided by a centralized VMS, a non-local calling group, a QCC  
queue, a DLC, or any individual extension on the remote system.  
Calls directed to another system. Lines connected to remote systems  
can be answered by any extension programmed to answer the call, such  
as a centralized Automated Attendant or a system operator (QCC or  
DLC).  
Transfer Redirect  
When an Automated Attendant transfers a call to a non-local extension, the  
transferring MERLIN LEGEND system monitors the call to ensure that it is  
answered. If the non-local extension is not available or the call is not answered  
within the transfer redirect timeout period (fixed at 32 seconds), the call stops  
ringing at the non-local destination and is redirected to the extension on the  
same system as the Automated Attendant that is programmed to receive  
redirected calls. This redirect extension can be a QCC queue, a calling group,  
or an individual extension.  
Direct Station Selector  
Now users can press a Direct Station Selector (DSS) button for a non-local  
extension to make or transfer calls to that extension. However, no busy  
indication is displayed by the DSS for non-local extensions.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxvi  
Call Forwarding  
The Forward feature now can be used to send calls to non-local extensions  
across the private network.  
SMDR  
In addition to SMDR options for non-network calls placed to and from the local  
system, system managers now can program SMDR to log incoming and  
outgoing UDP calls, or they can choose to log no UDP calls. The factory setting  
is to record all UDP calls.  
Customers who use a call accounting system may not want to fill the database  
with calls coming and going across the private network. These customers may  
choose not to log UDP calls.  
Decrease in Call Set-Up Time  
The set-up time for a call across a private network has been reduced by  
programming the number of UDP digits expected.  
PRI Switch Type Test  
A new maintenance test, the PRI Switch Type Test, has been created to allow  
Lucent Technologies technicians or authorized dealers to automatically  
determine if each end of the PRI tandem trunks has been programmed  
correctly.  
Service Observing  
Service Observing allows one extension to listen in on (observe) a call at  
another extension. A typical application of this feature is that of a Customer  
Service supervisor observing how a Customer Service representative handles  
calls.  
The Service Observing group can consist of from one extension to all  
extensions in the system, including other Service Observers. Up to 16 Service  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxvii  
Observing groups can be programmed. The Service Observer and the  
observed extension must be on the same system.  
The observer activates Service Observing either by pressing a Service  
Observing button and then dialing an extension number or by pressing a DSS or  
Auto Intercom button. The Service Observer must use an MLX telephone to  
observe an extension; the telephone at the observed extension can be of any  
type.  
A warning tone that alerts the observer, the observed extension, and the caller  
that Service Observing is occurring can be set to On or Off through System  
Programming. The factory setting is On.  
Win SPM  
The System Programming and Maintenance (SPM) software is now available in  
a Windows format called Win SPM. For Release 6.1 and later systems, Win  
SPM provides a graphical user interface (GUI) for those tasks must commonly  
performed by the system manager. Pictorial representations of system  
components, such as modules and their vintages and the creation of MLX  
telephone button labels, appear on Win SPM. Win SPM also provides a  
DOS-emulator mode to program tasks not currently supported by the GUI and  
to program a MERLIN LEGEND system of Release 6.0 or earlier. Win SPM is  
available on CD-ROM and is supported in Windows 95, Windows NT, and  
Windows 98.  
Windows NT Driver  
Now available is the MERLIN LEGEND Windows NT PBX driver. When coupled  
with the CentreVu Telephony Services application, the driver provides true  
server-based Computer Telephony Integration (CTI). The new driver requires a  
MERLIN LEGEND system of Release 5.0 or later and servers and PCs that  
support the applications.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
New Features and Enhancements  
Release 6.1 Enhancements (August 1998)  
Page xxviii  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Prior Releases Features and Enhancements  
Release 6.0 Enhancements (February, 1998)  
Page xxix  
Prior Releases Features and  
Enhancements  
Release 6.0 Enhancements (February,  
1998)  
Release 6.0 includes all Release 5.0 functionality, plus the enhancements listed  
below.  
Private Networks  
In Hybrid/PBX mode systems only, MERLIN LEGEND Communications  
Systems can be networked with one another or with DEFINITY® Enterprise  
Communications Server (ECS) and ProLogix® Communications Systems in  
private networks. In previous releases, this functionality is available using tie  
lines, but users handle calls between networked switches as outside calls. In  
this release, dialing the pool access code is not necessary for a call going from  
one networked switch to another. Also, delay-start tie trunks or T1 trunks  
administered as PRI can act as tandem trunks to connect networked systems.  
Available for Hybrid/PBX mode systems, the private network features of the  
MERLIN LEGEND Communications System Release 6.0 provide the following  
advantages for geographically dispersed organizational sites:  
Intersystem Calling. In a private network, users on one local system  
can call extensions on other systems in the network. Release 6.0 can  
support 2-, 3-, 4-, or 5-digit dial plans. They dial these extensions as  
inside calls. To implement this function, the system manager programs  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 6.0 Enhancements (February, 1998)  
Page xxx  
the extension ranges of remote networked switches to create a non-local  
dial plan. This programming does not actually affect numbering on the  
remote system. To correctly set up systems for transparent calling  
among non-local dial plan extensions, the system manager assigns  
networking tie and/or PRI tandem trunks to pools. Then he or she  
programs as many as 20 patterns, associates with routes, Facility  
Restriction Levels (FRLs), digit absorption, and digit prepending. This  
allows ARS-like routing of non-local dial plan calls. In addition, system  
managers can control whether calling name, calling number, or both are  
shown at MLX display telephone for incoming calls across PRI tandem  
trunks.  
Toll Savings. Private networked trunks allow you to realize significant  
cost savings on toll calls by performing tandem switching in the following  
two ways:  
— Callers on a local system can reach the PSTN via outside trunks  
connected to other systems in a private network, avoiding toll charges  
or substantially decreasing the cost of toll calls. For example, if you  
are in Cincinnati and another site in your company is in Dallas, you  
can make a call to a number in the Dallas local calling area over your  
private network, decreasing toll costs.  
— In addition, organizations use private networked trunks to make calls  
between networked systems, which may be geographically distant  
from one another. Using the example above, from your office in  
Cincinnati you can dial an extension at a sister site in Dallas, just as  
you would dial an extension on your own local system, without a  
costly long-distance phone call. You simply dial the extension  
number.  
Service Cost Savings. In addition to toll call savings, there are two other  
ways that organizations can save on service costs incurred from  
telecommunications providers that provide PSTN access:  
— You order a point-to-point T1 circuit from a service provider, then use  
system programming to set it up for tandem PRI services. As  
necessary, a service provider provides amplification for PRI tandem  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 6.0 Enhancements (February, 1998)  
Page xxxi  
trunks in cases where the distance between networked systems is  
great enough to distort signals, but the service provider does not  
supply switching services.  
— You can tailor your use of PRI B-channels with drop-and-insert  
equipment that allows fractional use of T1 channels for non-MERLIN  
LEGEND data/video communications between sites, while keeping  
the remaining T1 channels for PRI voice or data traffic.  
NOTE:  
The 24th T1 channel must not be dropped before reaching the  
MERLIN LEGEND Communications System because MERLIN  
LEGEND uses the 24th channel as the PRI D-channel or signalling  
channel.  
— You can tailor your use of T1 channels to support a mix of  
T1-emulated tandem tie trunks for voice or data communications at  
56 kbps per channel, allowing 2B data transfers at 112 kbps. The  
system also allows fractional use of point-to-point T1 tandem trunks  
with drop-and-insert equipment.  
Voice Mail and Auto Attendant. Networked systems should have their  
own local voice mail and/or auto attendant applications as well as their  
own external alerts and Music On Hold sources. However, a single auto  
attendant can transfer calls throughout the network. It can answer only  
those calls that arrive on the PSTN facilities of the system where it is  
connected. Chapter 1 in Network Reference includes an example of this  
configuration.  
Although many features are available using tie trunks for network connectivity,  
PRI tandem trunks provide greatly enhanced features and faster call setup. For  
this reason, PRI is recommended over tie functionality in private networks.  
Group Calling Enhancements  
Release 6.0 and later systems include Group Calling features that enhance  
group calling operations.  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 6.0 Enhancements (February, 1998)  
Page xxxii  
Queue Control  
The system manager can control the maximum number of calls allowed in the  
primary calling group queue for calls that arrive on certain facilities often  
assigned to calling groups. When the number of calls in queue reaches the  
programmed maximum, subsequent callers receive a busy signal.  
Queue control applies to calls received on the following types of facilities:  
DID (Direct Inward Dialing)  
PRI facilities programmed for dial-plan routing  
All calls transferred from a VMI (voice messaging interface) port  
Dial-in Tie  
Queue control also applies to internal calls to a Calling group and calls to a  
calling group through the QCC.  
Internal calls that dial a Listed Directory Number (LDN) or ꢀꢁꢂꢂꢃ and are  
directed to a calling group administered as Position-Busy Backup are eligible for  
queue control. Calls that come in on a trunk assigned to the Queued Call  
Console (QCC) are not eligible for queue control if the call is directed to a calling  
group designated as Position-Busy Backup.  
Remote-access calls to a calling group, coverage calls directed to a calling  
group, calls directed to calling group through QCC Position-Busy backup, and  
all other outside calls are not eligible for queue control.  
Prompt-Based Overflow  
System managers can activate the Prompt-Based Overflow option. This option  
allows callers waiting in queue and listening to a delay announcement to press  
the # key in order to reach the overflow receiver for the group, which may be the  
QCC queue or another calling group (including a calling group assigned for a  
voice mail system).  
All three overflow distribution options—based on the number of calls, the time a  
caller has waited, and according to the caller’s prompt—may be used at one  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 6.0 Enhancements (February, 1998)  
Page xxxiii  
time. In this case, time-based and number-of-calls based options take  
precedence over overflow distribution based on the caller’s prompt.  
When prompt-based overflow distribution is used, an extra TTR must be  
provided for each delay announcement device assigned to the associated  
calling group. The delay announcement informs the caller of the # key option to  
exit the queue and leave rather than waiting for an agent. If no TTR is available  
when a calling group call arrives, the call is not sent to a delay announcement  
extension.  
Centrex Transfer via Remote Call Forwarding  
Centrex Transfer via Remote Call Forwarding can be used in all system modes  
of operation to send outside calls to a remote telephone number or another  
Centrex station. In this context, the term outside refers to calls that arrive on an  
analog Centrex loop-start line at the MERLIN LEGEND Communications  
System.  
An outside call that uses this feature is defined as a call that arrives on an  
analog Centrex loop-start line at the MERLIN LEGEND Communications  
System. It may arrive directly or be transferred without consultation or without  
transfer supervision (in the case of an automated attendant). The forwarding  
call to the outside number is made on the same line/trunk on which the call  
arrived, conserving system facilities.  
Activating Centrex Transfer via Remote Call Forwarding is just like activating  
regular Remote Call Forwarding and requires that Remote Call Forwarding be  
enabled for the extension. However, the user dials instead of a dial-out code,  
and a Pause character may be required after the . The Centrex service  
provider determines whether the Pause is needed.  
Pause cannot be originated from a single-line telephone or a remote access  
user. A multiline telephone user in the local system must enter an authorization  
code to activate the feature.  
A remote access user may activate the feature without using an authorization  
code. Barrier code requirements do apply, however.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxiv  
Authorization Codes and  
Remote Call Forwarding  
In Release 6.0 and later Key or Hybrid/PBX mode systems, forwarding features,  
including Centrex Transfer via Remote Call Forwarding, but excluding Follow  
Me, can be activated or deactivated at a multiline telephone by entering the  
authorization code for the extension from which calls are to be forwarded. The  
user enters the authorization code, then activates or deactivates the forwarding  
feature in the normal fashion. This is especially useful for a single-line  
telephone user who must include a Pause character in a Centrex Transfer via  
Remote Call Forwarding dialing sequence, because the character cannot be  
dialed at a single-line telephone. It is also useful when activating Call  
Forwarding or Remote Call Forwarding at phantom stations, or via remote  
access (e.g. from another switch in the network). No other features can be used  
by entering an authorization code in this fashion.  
Release 5.0 Enhancements  
(June, 1997)  
Release 5.0 includes all Release 4.2 functionality, plus the enhancements listed  
below.  
Computer Telephony Integration (CTI)  
Beginning with Release 5.0, a PassageWay® Telephony Services CTI link from  
the MERLIN LEGEND Communications System to a LAN server running  
Novell® NetWare® software allows Lucent Technologies-certified telephony  
applications to control and monitor MLX and analog multiline telephone (BIS  
only) operations. The physical connection for the CTI link is an MLX port on a  
008 MLX or 408 MLX module on the MERLIN LEGEND Communications  
System control unit and ISDN link interface card plugged into the customer’s  
server. The feature is available for Hybrid/PBX mode systems only.  
NOTE:  
The NetWare server software version must be 3.12, 4.1 or 4.11.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxv  
The 008 MLX and 408 MLX modules must have firmware vintage  
other than 29. If the module has firmware 29, programming a CTI  
link on the module is prevented. An earlier or later vintage  
firmware is supported.  
Basic Call Control  
A CTI link application on a user’s computer can assume basic call control of the  
user’s analog multiline or MLX telephone’s SA buttons. Basic call control  
includes:  
Answering calls arriving on an SA button  
Making calls from an SA button  
Hanging up calls  
Hold and retrieving a call on hold at the user’s extension  
NOTE:  
Transfer and 3-way conference, when handled through a CTI link  
application, provide the original caller’s calling number information  
or other information to the transfer receiver or new conference  
participant, if the user has screen-pop capability.  
Screen Pop  
Screen pop occurs when the calling number, called number, or other  
user-defined identifier (such as account code that a voice-response unit  
prompts the caller to dial) is used to display a screen associated with the  
far-end party. For example, Caller ID services can be used to support screen  
pop on a system that includes a CTI link; using the calling party number as a  
database key code, information about a caller automatically appears on the  
user’s computer screen when the call arrives at the extension. Depending on  
the application, screen pop may be available for calls that arrive on line buttons  
other than SA buttons and/or calls that are answered manually at the telephone  
rather than by the application.  
Screen pop can occur on incoming calls from the following sources:  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxvi  
Calling group distribution  
ISDN PRI Routing by Dial Plan  
An extension on the MERLIN LEGEND Communications System  
Remote access  
NOTE:  
In the case of remote access calls, the only information that the  
application can collect about the caller is the remote telephone  
number.  
A transfer of a call that was answered by a voice response unit  
A transfer, redirection, or conference of a call that was answered at a  
DLC or at a QCC  
1. DLCs (Direct-Line Consoles) may use CTI applications. If they do, they  
perform the same way as other extensions. A DLC assigned to use a  
CTI link application is a monitored DLC. When a DLC is used as a  
regular operator console and not using a CTI link extension, it is  
non-monitored.  
2. Calls to a QCC or non-monitored DLC do not initiate screen  
pop at the operator position, but when an operator directs a  
call to an extension using a CTI application, caller information  
does initiate screen pop. If the DLC is non-monitored, screen  
pops can occur after the DLC releases the call.  
3. Calls transferred from Cover buttons on non-monitored DLCs do not  
initiate screen pop at the destination extension.  
HotLine Feature  
The Release 5.0 HotLine feature is designed for retail sales, catalogue sales,  
and other types of businesses and organizations and is available in all three  
modes of system operation. It allows a system manager to program a single-line  
telephone extension connected to an 008 OPT, 012, or 016 module as a  
HotLine. When a user lifts the handset at the HotLine extension, the telephone  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxvii  
automatically dials the inside extension or outside telephone number  
programmed as the first Personal Speed Dial number (code #01) for the  
extension. The system does not permit calls to be transferred, put on hold, or  
conferenced. (A user can press the telephone’s Hold button, if it has one, to put  
a call on local hold, but the call cannot be redirected in any way. Switchhook  
flashes are ignored.)  
Personal Speed Dial codes can be programmed from the extension prior to  
HotLine assignment (a system programming function). Alternatively, a Personal  
Speed Dial code can be programmed from the single-line telephone after  
HotLine operation is assigned. However, because of security considerations,  
this is a one-time opportunity. Once the Personal Speed Dial number is  
programmed, any changes to it or any other extension programming must be  
performed using centralized telephone programming.  
Any type of inside or outside line that is normally available to a single-line  
telephone can be assigned to a HotLine extension. Generally, the HotLine  
telephone does not receive calls, and its lines should be set to No Ring.  
!
SECURITY ALERT:  
If a HotLine extension accesses a loop-start line, that line should provide  
reliable disconnect and be programmed for reliable disconnect. Otherwise,  
a user at the extension may be able to stay on the line after a call is  
completed and then make a toll call.  
Group Calling Enhancements  
Release 5.0 and later systems include Group Calling features that enhance  
group calling operations.  
Most Idle Hunt Type  
In addition to the Circular (factory setting) and Linear hunt types supported in  
earlier releases, a third hunt type distributes calling group calls in an order  
based on which agent has waited the longest since transferring or hanging up  
on an incoming calling group call. For some applications, this hunt type is more  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxviii  
efficient than the circular type because it takes into account the varying duration  
of calls. The system distributes calls based on when an agent last completed a  
call, not on when he or she last received one. This hunting method ignores  
non-calling group calls. For example, if an agent transfers a call that arrived on  
a line not assigned to the calling group, the calling group member’s most-idle  
status is unaffected.  
Delay Announcement Devices  
The system manager can designate as many as ten primary delay  
announcement devices per group rather than the single device for each group  
that is available in Release 4.2 and earlier systems. Furthermore, an additional  
secondary delay announcement device can be specified, for a total of ten  
primary device extensions and one secondary device extension per group.  
A primary delay announcement device operates in the same fashion as a single  
delay announcement device, playing once, as soon as it is available, for the  
caller who has waited the longest for a calling group agent and has not heard a  
primary delay announcement. If a secondary announcement device is used, it  
can use the factory setting, which plays the announcement once, or it can be  
set to repeat the announcement after a certain amount of time. The system  
manager programs the time (0–900 seconds) between announcements. This  
setting controls both the interval between primary and secondary  
announcements and the interval between repetitions of the secondary  
announcement if it is set to repeat. (See Group Calling Options in Chapter 4 for  
guidelines on setting the delay.)  
The primary and secondary announcement options, when used together, allow  
an initial message to play for callers, followed by a repeating announcement  
that, for example, urges callers to stay on the line and wait for a calling group  
member.  
Two or more groups may share an announcement device.  
A primary delay announcement device can be administered as a secondary  
delay announcement device.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 5.0 Enhancements (June, 1997)  
Page xxxix  
Enhanced Calls-in-Queue Alarm Thresholds  
Three Calls-in-Queue Alarm thresholds can be set to more clearly indicate the  
real-time status of the calls waiting in the queue according to the behavior of  
programmed Calls-in-Queue Alarm buttons. In earlier releases, only one  
Calls-in-Queue Alarm Threshold setting is available to activate the LEDs at  
programmed Calls-in-Queue Alarm buttons for a calling group.  
Using all three levels, the system manager sets Threshold 3 to the highest  
value, Threshold 2 to a middle value, and Threshold 1 to the lowest value. A  
Calls-in-Queue Alarm button indicates the severity of the alarm conditions in the  
following ways:  
If the number of waiting calls is less than the value programmed for  
Threshold 1 or drops below that level, the LED is unlit.  
If the number of waiting calls is greater than or equal to the Threshold 1  
value but less than the Threshold 2 value, the LED flashes.  
If the number of waiting calls is greater than or equal to the Threshold 2  
value but less than the value for Threshold 3, the LED winks.  
If the number of waiting calls is greater than or equal to the highest value,  
Threshold 3, the LED lights steadily.  
NOTE:  
A DSS (Direct Station Selector) button that is used as a  
Calls-in-Queue Alarm button can only indicate two threshold levels,  
either by flashing or by lighting steadily. If a calling group must use  
this type of Calls-in-Queue Alarm button, only two threshold levels  
should be programmed.  
If all three thresholds are set to the same value, the result is one threshold only  
with LED state either off or on (steady). If two values are the same, then the  
result is two alarm levels (flash, steady). The factory setting is one call for all  
three thresholds with LED states of off and steady.  
An external alert only signals when the number of calls in the queue meets or  
exceeds the programmed Threshold 3 value.  
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Issue 1  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.2 Enhancements (June, 1997)  
Page xl  
MLX-5 and MLX-5D Telephones  
The MLX-5 nondisplay and MLX-5D display telephones are compatible with all  
system releases. The display telephone includes a 2-line by 24-character  
display, and both telephones come with 5 line buttons. In systems prior to  
Release 5.0, the MLX-5 and MLX-5D telephones are treated as MLX-10 and  
MLX-10D telephones respectively. As of Release 5.0, the system recognizes  
the MLX-5 and MLX-5D telephones as 5-button telephones.  
If these telephones are connected to communications system releases prior to  
5.0 they are recognized by the communications system as 10 button  
telephones.  
Release 4.2 Enhancements  
(June, 1997)  
Release 4.2 includes all Release 4.1 functionality, plus the enhancements listed  
below. There are no hardware changes for Release 4.2.  
Additional Network Switch and Services  
Options for ISDN Primary Rate Interface (PRI)  
Release 4.2 of the system supports connectivity to MCI® or local exchange  
carrier (LEC) PRI services and to the following central office switch types (in  
addition to the 4ESS™ and 5ESS® switch types that carry for AT&T Switched  
Network services):  
NORTEL® DMS™-100 BCS 36 for local exchange carrier services  
NORTEL DMS-250 generic MCI07 serving the MCI network  
Digital Switch Corporation DEX600E generic 500-39.30 serving the MCI  
network  
Beginning with Release 4.2, the following MCI PRI and PRI local exchange  
carrier (LEC) services (along with AT&T Switched Network Services) can be  
provided to users of the MERLIN LEGEND Communications System:  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.2 Enhancements (June, 1997)  
Page xli  
MCI Toll Services for DMS-250 or DEX600E switch type:  
— MCI Prism® service for domestic outgoing long-distance and  
international voice calls; for domestic outgoing 56-kbps restricted,  
64-kbps unrestricted, and 64-kbps restricted circuit-switched data  
calls  
— MCI VNet® service for incoming and outgoing domestic and voice  
calls; for 56-kbps restricted, 64-kbps restricted, and 64-kbps  
unrestricted circuit-switched data calls  
— MCI 800 for domestic, toll-free, incoming voice calls  
— MCI 900 service numbers  
LEC services for DMS-100 switch types:  
— DMS Virtual Private Network service for calls between the MERLIN  
LEGEND Communications System and another communications  
system (such as another MERLIN LEGEND Communications  
System)  
— DMS INWATS (Inward Wide Area Telephone Service) for domestic  
toll-free incoming voice calls  
— DMS OUTWATS (Outward Wide Area Telephone Service) for  
domestic outgoing long-distance voice calls  
— DMS FX (foreign exchange) to provide local call rating for calls from  
the local exchange to the area serviced by the foreign exchange.  
— DMS tie trunk service to provide private exchange call rating for calls  
placed on a dedicated central office facility between the MERLIN  
LEGEND Communications System and another communications  
system (such as another MERLIN LEGEND Communications  
System)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.2 Enhancements (June, 1997)  
Page xlii  
Improvements to Station Message Detail  
Recording (SMDR) and Support for MERLIN  
LEGEND Reporter Application  
The SMDR feature is enhanced to provide more details about calling group  
agent activities and to help system managers assess the effectiveness of call  
centers in terms of both agent performance and the adequacy of facilities to  
handle inbound calls. These improvements apply to calling groups that are  
programmed as Auto Login or Auto Logout type. The SMDR and MERLIN  
LEGEND Reporter features listed are administrable:  
TALK Field. For Auto Login and Auto Logout calling groups, the TALK  
field records the amount of time a calling group agent spends on a call.  
DUR. (DURATION) Field. For Auto Login and Auto Logout calling  
groups, call timing begins when a call arrives at MERLIN LEGEND  
Communications System and not after a preset number of seconds. Call  
timing ends when the call is disconnected; either the caller or the agent  
hangs up. This allows the system manager to determine how long a  
caller waited for an agent’s attention.  
Coding of Calls on Reports. An asterisk (*) appears in the call record  
when:  
a A call is not answered by an Auto Login or Auto Logout calling  
group agent and is abandoned while waiting for an agent.  
b The call is answered by someone not a member of an Auto Login  
or Auto Logout calling group.  
An exclamation point (!) signals that an Auto Login or Auto  
Logout agent handled a call that was answered by someone who  
was not a member of that Auto Login or Auto Logout with  
Overflow group. An ampersand (&) in the call record indicates  
that the group’s overflow receiver answered the call.  
MERLIN LEGEND Reporter  
MERLIN LEGEND Reporter provides basic call accounting system reports for  
all incoming calls to Auto Login or Auto Logout type calling groups. MERLIN  
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August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.2 Enhancements (June, 1997)  
Page xliii  
LEGEND Reporter assists in determining the effectiveness of calling group  
agents, assessing the level of service provided to callers, and ascertaining  
whether adequate incoming phone lines and agents are available to handle  
peak-call load. The SMDR Talk Time option sets up special call records used by  
MERLIN LEGEND Reporter. The default is Off, in which case the Release 4.0  
SMDR reports are available. If the option is set to On, the following new reports  
are provided:  
Organization Detail Report  
Organization Summary and Trends Report  
Selection Detail Report  
Account Code Report  
Traffic Report  
Extension Summary Report  
Data Report  
Talk and Queue Time Distribution Report  
Time of Day Report  
ICLID Call Distribution Report  
Facility Grade of Service Report  
Maintenance Enhancements  
Change to Permanent Error Alarm  
Beginning with Release 4.2, the most recent permanent error alarm is not  
shown on the System Error Log menu screen but is available as an option from  
that screen. For details, refer to the Maintenance section of the technician  
guide, Installation, Programming, and Maintenance.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.1 Enhancements (June, 1997)  
Page xliv  
Enhanced Extension Information Report  
Beginning with Release 4.2, the Extension Information Report includes the  
Extension Status (ESS) and supervisory mode of each extension.  
Release 4.1 Enhancements  
(June, 1997)  
Release 4.1 includes all Release 4.0 functionality, plus the enhancements listed  
below. There are no hardware changes in Release 4.1.  
Coverage Timers Programmed for  
Individual Extensions  
Beginning with Release 4.1, coverage timers, which control the duration of the  
delay before calls are sent to each level of coverage, are changed as follows:  
The Group Coverage Ring Delay (1–9 rings) is programmed on  
individual extensions and replaces the Coverage Delay Interval  
programmed systemwide in previous releases.  
The Primary Cover Ring Delay (1–6 rings) and Secondary Cover Ring  
Delay (1–6 rings), programmed on individual extensions, replace the  
Delay Ring Interval programmed systemwide in previous releases.  
These enhancements allow the system manager to customize coverage call  
delivery to match individual extensions’ call-handling requirements.  
Night Service with Coverage Control  
Beginning with Release 4.1, a system manager can enable the Night Service  
Coverage Control option to automatically control the status of telephones  
programmed with Coverage VMS (voice messaging system) Off buttons,  
according to Night Service status.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.1 Enhancements (June, 1997)  
Page xlv  
When Coverage Control is enabled and the MERLIN LEGEND Communications  
System is put into Night Service, all programmed Coverage VMS Off buttons  
are automatically turned off (LED is unlit) and all eligible outside calls are sent to  
the assigned voice messaging system calling group with normal ringing delay.  
When Night Service is deactivated during the day, all programmed Coverage  
VMS Off buttons are automatically turned on (LED is lit) and voice mail  
coverage is disabled for outside calls.  
Users can override the Coverage VMS Off button status at any time by pressing  
the programmed Coverage VMS Off button to turn the LED on or off.  
Night Service Group Line Assignment  
Beginning with Release 4.1, a system manager can assign lines to Night  
Service groups to control handling of after-hours calls received on individual  
lines. This capability replaces the automatic assignment to Night Service groups  
of only those lines that ring on the Night Service operator console. An outside  
line must be assigned to a Night Service group to receive Night Service  
treatment.  
With this enhancement, Night Service can be activated and deactivated on lines  
that do not appear on operator consoles (for example, personal lines), and lines  
appearing at operator positions can be excluded from Night Service.  
Forward on Busy  
Beginning with Release 4.1, the Forward, Follow Me, and Remote Call Forward  
features are enhanced to remove the requirement that a call be ringing at an  
extension before it can be forwarded. With the Forward on Busy enhancement,  
a call to an extension with no available SA (System Access) or ICOM (Intercom)  
buttons is forwarded immediately to the programmed destination, preventing the  
caller from hearing a busy signal from the intended call recipient’s extension.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.0 Enhancements (March, 1996)  
Page xlvi  
Maintenance Testing for BRI Facilities that Are  
Part of Multiline Hunt Groups (MLHGs)  
Beginning with Release 4.1, the NI-1 BRI (National Integrated Services Digital  
Network-1 Basic Rate Interface) Provisioning Test Tool is enhanced to include  
testing for BRI facilities that are part of Multiline Hunt Groups (MLHGs).  
The NI-1 BRI Provisioning Test Tool is used by Lucent Technologies  
maintenance personnel on MERLIN LEGEND Communications Systems that  
include a 800 NI-BRI module. Technicians use the tool during system  
installation and maintenance to test the functionality of the BRI lines and to  
report analyzed results.  
Release 4.0 Enhancements (March,  
1996)  
Release 4.0 includes all Release 3.1 functionality, plus the enhancements listed  
below.  
Support for Up to 200 Extensions  
An expanded dial plan supports up to 200 tip/ring devices.  
Support for National ISDN BRI Service  
This service (Hybrid/PBX and Key modes) provides an alternative to loop-start  
and ground-start lines/trunks for voice and digital data connectivity to the central  
office. Each of the two B-channels (bearer channels) on a BRI line can carry  
one voice and one data call at any given time. The data speeds on a B-channel  
are up to 28.8 kbps for analog data and up to 64 kbps for digital data, which is  
necessary for videoconferencing and other high-speed applications. Release  
4.0 supports the IOC Package “S” (basic call handling) service configuration  
and Multiline Hunt service configuration on designated CO switches.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.0 Enhancements (March, 1996)  
Page xlvii  
New Control Unit Modules  
Release 4.0 supports a new NI-BRI line/trunk module and a higher-capacity  
tip/ring module.  
800 NI-BRI Module  
This new module connects NI-BRI trunks to the MERLIN LEGEND system for  
voice, high-speed data, and video transmission.  
016 Tip/Ring Module  
This new module supports a 200-extension dial plan by providing 16 ports for  
tip/ring devices. Applications that use a tip/ring interface can connect to this  
board. All 16 ports can ring simultaneously. Four touch-tone receivers (TTRs)  
are included on the module as well. The module’s ringing frequency (default 20  
Hz) can be changed through programming to 25 Hz for those locations that  
require it.  
Downloadable Firmware for the  
016 and NI-BRI Modules  
The Personal Computer Memory Card International Association (PCMCIA)  
technology introduced in Release 3.0 continues to support these two new  
boards for installation and upgrade in Release 4.0. A Release 3.0 or later  
processor is required for PCMCIA technology.  
Support for 2B Data Applications  
A Lucent Technologies-certified group and desktop video application can use  
two B-channels to make video/data calls when connected to a single MLX  
extension jack programmed for 2B data. The 2B data devices must be equipped  
with ISDN-BRI interfaces. NI-1 BRI, PRI, or T1 Switched 56 facilities support 2B  
data communications at 112 kbps (using two 56-kpbs channels) or 128 kbps  
(using two 64-kbps B-channels). This feature is available for Hybrid/PBX and  
Key modes only.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.0 Enhancements (March, 1996)  
Page xlviii  
Support for T1 Switched 56  
Digital Data Transmission  
For Hybrid/PBX and Key mode systems, Release 4.0 expands support of T1  
functionality by providing access to digital data over the public switched 56-kbps  
network, as well as to digital data tie-trunk services. Users who have T1  
facilities for voice services can now use them for video or data calls at rates of  
56 kbps per channel (112 kbps for video calls using 2B data). The Release 4.0  
offering also includes point-to-point connectivity over T1 tie trunks, allowing  
customers to connect two MERLIN LEGEND Communications Systems or a  
MERLIN LEGEND Communications System with a Lucent Technologies  
DEFINITY® G1.1 Communications System or DEFINITY Enterprise  
Communications Server. The two communications systems can be co-located  
or at different sites.  
Forwarding Delay Option  
Each user can program a Forwarding Delay setting for the Forward, Remote  
Call Forwarding, or Follow Me features. The forwarding delay is the number of  
times that a call rings at the forwarding extension before the call is sent to the  
receiver. The delay period gives the original call recipient time to answer or to  
screen calls by checking the displayed calling number (if available). The delay  
can be set at 0 up to 9 rings. The factory setting for the forwarding delay is 0  
rings (no delay).  
Voice Announce on Queued Call Console  
The system manager can enable the fifth Call button on a QCC console  
(Hybrid/PBX mode only) to announce a call on another user’s speakerphone  
(providing the destination telephone has a voice announce-capable SA button  
available). A QCC cannot receive voice-announced calls; they are received as  
ringing calls. The factory-set status for the fifth Call button is Voice Announce  
disabled.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 4.0 Enhancements (March, 1996)  
Page xlix  
Time-Based Option for  
Overflow on Calling Group  
Release 4.0 has added a time limit for calls in queue in addition to the previous  
number of calls limit. If the Overflow Threshold Time option is set to a valid  
number between 1 and 900 seconds, calls that remain in the calling group  
queue for the set time are sent to the overflow receiver. If the overflow threshold  
time is set to 0, overflow by time is turned off. The factory-set time limit is 0  
seconds (off).  
Single-Line Telephone Enhancements  
The following changes enhance the performance of single-line telephones:  
Disable Transfer. Through centralized telephone programming, the  
system manager can disable transfer by removing all but one SA or  
ICOM button from the extension.  
No Transfer Return. When a handset bounces in its cradle, the system  
interprets this as a switchhook flash and attempts to transfer a call. When  
the transfer attempt period expires, the user’s telephone rings. Release  
4.0 eliminates this unintended ringing by disconnecting the call in  
situations where a switchhook flash is followed by an on-hook state and  
a dial tone is present.  
Forward Disconnect. All ports on 008 OPT, 012, and 016 modules now  
send forward disconnect to all devices connected to them when forward  
disconnect is received from the CO. This enhancement prevents the  
trunk/line from being kept active when one end disconnects from the call.  
If an answering machine is connected to the port, it does not record  
silence, busy tones, or other useless messages. This operation is not  
programmable.  
Seven-Digit Password for SPM  
Release 4.0 has increased system security by requiring a 7-digit password for  
system managers or technicians who use SPM to perform programming or the  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 3.1 Enhancements (March, 1996)  
Page l  
Trunk Test procedure. This password is for use in addition to a remote access  
barrier code.  
Release 3.1 Enhancements  
(March, 1996)  
Release 3.1 includes all Release 3.0 functionality, plus the enhancements listed  
below.  
Call Restriction Checking for Star Codes  
Beginning with Release 3.1, a system manager can add star (*) codes to  
Allowed and Disallowed Lists to help prevent toll fraud. Star codes, typically  
dialed before an outgoing call, enable telephone users to obtain special  
services provided by the central office (CO). For example, in many areas, a  
telephone user can dial *67 before a telephone number to disable central  
office-supplied caller identification at the receiving party’s telephone. You must  
contract with your telephone service provider to have these codes activated.  
When users dial star codes, the system’s calling restrictions determine whether  
the codes are allowed. If they are allowed, the system’s calling restrictions are  
reset and the remaining digits that the users dial are checked against the calling  
restrictions.  
Trunk-to-Trunk Transfer Set for Each  
Extension  
This enhancement to the Transfer feature enables the system manager to allow  
or disallow trunk-to-trunk transfer on a per-extension basis. In Release 3.1 and  
later systems, the default setting for all extensions is restricted.  
Programmable Second Dial Tone Timer  
The system manager can assign a second dial tone timer to lines/trunks, in  
order to help prevent toll fraud (for example, when star codes are used). After  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 3.1 Enhancements (March, 1996)  
Page li  
receiving certain digits dialed by a user, the CO may provide a second dial tone,  
prompting the user to enter more digits. If this second dial tone is delayed, and  
the user dials digits before the CO provides the second dial tone, there is a risk  
of toll fraud or misrouting the call. The second dial tone timer enables the  
system manager to make sure that the CO is ready to receive more digits from  
the caller.  
Security Enhancements  
The sections below outside security measures that are implemented in Release  
3.1 and later systems.  
Disallowed List Including Numbers Often  
Associated with Toll Fraud  
A factory-set Disallowed List 7 contains default entries, which are numbers  
frequently associated with toll fraud. By default, Disallowed List 7 is  
automatically assigned to both generic and integrated VMI (voice messaging  
interface) ports used by voice messaging systems. The system manager can  
manually assign this list to other extensions.  
Default Pool Dial-Out Code  
Restriction for All Extensions  
The default setting for the pool dial-out code restriction (Hybrid/PBX mode only)  
is restricted. No extension or remote access user with a barrier code has access  
to pools until the restriction is removed by the system manager.  
Default Outward Restrictions for VMI Ports  
Ports assigned for use by voice messaging systems (generic or integrated VMI  
ports) are now assigned outward restrictions by default. If a voice messaging  
system must be allowed to call out (for example, to send calls to a user’s home  
office), the system manager must remove these restrictions.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Prior Releases Features and Enhancements  
Release 3.1 Enhancements (March, 1996)  
Page lii  
!
SECURITY ALERT:  
Before removing restrictions, it is strongly recommended that you read  
Appendix A, “Customer Support Information.”  
Default Facility Restriction  
Level (FRL) for VMI Ports  
The default Automatic Route Selection (ARS) FRL for VMI ports is 0, restricting  
all outcalling.  
Default for the Default Local Table  
The default Automatic Route Selection (ARS, Hybrid/PBX mode only) FRL has  
changed to 2 for the Default Local table. System managers can easily change  
an extension default of 3 to 2 or lower in order to restrict calling. No adjustment  
to the route FRL is required.  
New Maintenance Procedure for  
Testing Outgoing Trunks  
Technicians must enter a password in order to perform trunk tests.  
The enhancements in Release 3.1 help increase the security of the MERLIN  
LEGEND System. To fully utilize these security enhancements, be sure to read  
and understand the information in these upgrade notes and in the relevant  
system guides.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
About This Book  
Intended Audience  
Page liii  
About This Book  
The MERLIN LEGEND Communications System is an advanced digital  
switching system that integrates voice and data communications  
features. Voice features include traditional telephone features, such as  
Transfer and Hold, and advanced features, such as Group Coverage  
and Park. Data features allow both voice and data to be transmitted over  
the same system wiring.  
Intended Audience  
This book provides detailed information about system and telephone  
trouble reports and troubleshooting operations. It is intended for use by  
qualified field technicians who are responsible for system installation  
maintenance and troubleshooting, and as a reference by anyone  
needing such information, including support personnel, sales  
representatives, and account executives.  
How to Use This Book  
This book provides step-by-step procedures for isolating troubles both  
inside and outside the communications system. Refer to the chapter  
associated with the reported problem to start the troubleshooting  
procedure.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
Terms and Conventions Used  
Page liv  
Refer to the following documentation for additional information:  
Equipment and Operations Reference provides detailed information on  
system hardware, telephones, and other equipment. (Not updated since  
Release 3.0.)  
Feature Reference provides details on the features of the  
communications system.  
System Planning provides procedures and forms for planning and  
preparing a system for installation.  
System Programming gives procedural instructions for programming  
system features.  
User’s guides and Operator’s Guides give procedural instructions for  
programming and using telephone features.  
“Related Documents,” later in this section, provides a complete list of  
system documentation together with ordering information.  
In the USA only, Lucent Technologies provides a toll-free customer  
Helpline (1 800 628-2888) 24 hours a day. Call the Helpline, or your  
Lucent Technologies representative, if you need assistance when  
installing, programming, or using your system.  
Terms and Conventions Used  
In this document, the terms in the following list are used in preference to  
other, equally acceptable terms for describing communications systems.  
Lines, Trunks and Facilities  
Facility is a general term that designates a communications path  
between a telephone system and the telephone company central office.  
Technically a trunk connects a switch to a switch, for example the  
MERLIN LEGEND Communications System to the central office.  
Technically, a line is a loop-start facility or a communications path that  
does not connect two switches (for example, an intercom line or a  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
Terms and Conventions Used  
Page lv  
Centrex line). However, in actual usage, the terms line and trunk are  
often applied interchangeably. In this book, we use line/trunk and  
lines/trunks to refer to facilities in general. Specifically, we refer to digital  
facilities. We also use terms such as personal line, ground-start trunk,  
Direct Inward Dialing (DID) trunk, and so on. When you talk to your local  
telephone company central office, ask them which terms they use for the  
specific facilities they connect to your system.  
Some older terms have been replaced with newer terms. The following  
list shows the old term on the left and the new term on the right:  
Old Term  
New Term  
trunk module  
trunk jack  
line/trunk module  
line/trunk jack  
extension  
station  
station jack  
extension jack  
modem data station  
terminal adapter  
terminal adapter  
analog data station  
digital data station  
7500B data station  
analog voice and analog data station analog voice and modem data  
digital voice and analog data station MLX voice and modem data  
analog data-only station  
modem data only station  
digital data-only station  
terminal adapter only station  
terminal adapter only station  
7500B data-only station  
digital voice and digital data station  
MLX voice and terminal adapter  
station  
MLX voice and 7500B data station  
MLX voice and terminal adapter  
station  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
Product Safety Advisories  
Page lvi  
Typographical Conventions  
Certain type fonts and styles act as visual cues to help you rapidly  
understand the information presented:  
Example  
Purpose  
It is very important that you follow Italics indicate emphasis.  
these steps. You must attach the  
wristband before touching the  
connection.  
The part of the headset that fits  
over one or both ears is called a  
headpiece.  
Italics also set off special terms.  
If you press the Feature button  
The names of fixed-feature,  
on an MLX display telephone, the factory-imprinted buttons appear in  
display lists telephone features  
you can select. A programmed  
Auto Dial button gives you instant  
access to an inside or outside  
number.  
bold. The names of programmed  
buttons are printed as regular text.  
Choose ([Wꢀ3URJ from the  
display screen.  
Plain constant-width type indicates  
text that appears on the telephone  
display or personal computer (PC)  
screen.  
To activate Call Waiting, dial ꢄꢅꢅ. Constant-width type in italics  
indicates characters you dial at the  
telephone or type at the PC.  
Product Safety Advisories  
Throughout these documents, hazardous situations are indicated by an  
exclamation point inside a triangle and the word CAUTION or  
WARNING.  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
Security  
Page lvii  
!
!
WARNING:  
Warning indicates the presence of a hazard that could cause death or  
severe personal injury if the hazard is not avoided.  
!
CAUTION:  
Caution indicates the presence of a hazard that could cause minor  
personal injury or property damage if the hazard is not avoided.  
Security  
Certain features of the system can be protected by passwords to  
prevent unauthorized users from abusing the system. You should assign  
passwords wherever you can and limit knowledge of such passwords to  
three or fewer people.  
Nondisplaying authorization codes and telephone numbers provide  
another layer of security. For more information, see Appendix A,  
“Customer Support Information” following Maintenance and  
Troubleshooting.  
Throughout this document, toll fraud security hazards are indicated by  
an exclamation point inside a triangle and the words Security Alert.  
!
Security Alert:  
Security Alert indicates the presence of atoll fraud security hazard. Toll  
fraud is the unauthorized use of your telecommunications system by  
an unauthorized party (for example, persons other than your  
company’s employees, agents, subcontractors, or persons working on  
your company’s behalf). Be sure to read “Your Responsibility for Your  
System’s Security” on the inside front cover of this book and “Security  
of Your System: Preventing Toll Fraud” in Appendix A, “Customer  
Support Information.”  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
Related Documents  
Page lviii  
Related Documents  
In addition to this book, the documents listed below are part of the  
MERLIN LEGEND documentation set. Within the continental United  
States, these documents can be ordered from the Lucent Technologies  
BCS Publications Fulfillment Center by calling 1 800 457-1235.  
Document No.  
Title  
System Documents  
Customer Documentation Package  
555-661-100  
Consists of paper versions of System Manager’s Guide,  
Feature Reference, and System Programming.  
555-661-110  
555-661-111  
555-661-112  
555-661-113  
555-661-116  
555-661-118  
555-661-150  
555-661-800  
Feature Reference  
System Programming  
System Planning  
System Planning Forms  
Pocket Reference  
System Manager’s Guide  
Network Reference  
Customer Reference CD-ROM  
Contains System Manager’s Guide, Feature Reference,  
System Programming, and Network Reference.  
Telephone User Support  
555-660-122  
555-630-150  
MLX Display Telephones User’s Guide  
MLX- 5D, MLX-10D and MLX-10DP Display Telephone Tray  
Cards (5 cards)  
555-630-153  
555-660-124  
555-630-151  
MLX-28D and MLX-20L Telephone Tray Cards (5 cards)  
MLX-5® and MLX-10® Nondisplay Telephone User’s Guide  
MLX-5® and MLX-10 Nondisplay Telephone Tray Cards (6  
cards)  
555-630-155  
MLX-16DP Display Telephone Tray Cards (5 cards)  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
How to Comment on This Document  
Page lix  
Document No.  
555-660-120  
555-660-126  
555-660-138  
Title  
Analog Multiline Telephones User’s Guide  
Single-Line Telephones User’s Guide  
MDC and MDW Telephones User's Guide  
System Operator Support  
555-660-134  
555-660-132  
555-660-136  
MLX Direct-LIne Consoles Operator’s Guide  
Analog Direct-Line Consoles Operator’s Guide  
MLX Queued Call Console Operator’s Guide  
Miscellaneous User Support  
555-661-130  
555-650-105  
Calling Group Supervisor and Service Observer User Guide  
Data and Video Reference  
Documentation for Qualified Technicians  
555-661-140  
Installation, Programming & Maintenance (IP&M) Binder  
[consists of Installation, System Programming &  
Maintenance (SPM), Maintenance & Troubleshooting]  
Toll Fraud Security  
555-025-600  
BCS Products Security Handbook  
How to Comment on This  
Document  
We welcome your comments, both positive and negative. Please use  
the feedback form on the next page to let us know how we can continue  
to serve you. If the feedback form is missing, write directly to:  
Documentation Manager  
Lucent Technologies  
211 Mount Airy Road  
Room 2W226  
Basking Ridge, NJ 07920  
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Issue 1  
August 1998  
MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
About This Book  
How to Comment on This Document  
Page lx  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Introduction  
Installation Sequence  
Page 1-1  
Introduction  
1
1
Installation of the MERLIN LEGEND Communications System involves  
the following:  
Installing the control unit  
Installing the telephones  
Connecting system wiring  
Installing optional equipment  
This chapter provides an overview of the installation process, which  
varies from customer to customer.  
Installation Sequence  
The following is a list of the components that the system can include and  
shows the order in which you should install them. When installing your  
customer’s system, try to adhere to this order as much as possible:  
1. Install the control unit (required).  
2. Connect power accessories to the control unit (optional).  
3. Install the telephones (required) and adjuncts (optional).  
4. Connect the telephones to the control unit (required).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Introduction  
System Forms  
Page 1-2  
5. Connect the control unit to the network interface (required).  
6. Connect the channel service unit (CSU) to the 100D module on  
the control unit (required only with the 100D module).  
7. Connect the printer and PC to the control unit (optional).  
8. Connect data equipment to the control unit (optional).  
9. Initialize and test the system (required).  
10. Install the control unit housing (required).  
11. Install applications (optional).  
A list of required tools and equipment is given before each installation  
procedure.  
System Forms  
Some of the installation procedures in this guide refer to system forms.  
These forms indicate information that is specific to your customer’s  
system. The forms you need should be included with the system  
programming disk or memory card, which contains all of the  
programming specifically for your customer’s system.  
If you are upgrading an existing system and do not have the required  
forms for your customer’s system, you can load System Programming  
and Maintenance (SPM) and print out the required forms.  
If you find that you do not have a completed set of system forms for your  
customer’s system, contact your technical support organization or the  
Customer Service Center (CSC). See the inside front cover for  
telephone numbers.  
The system forms that you need are specific for each system, and  
include some or all of those described in the following sections.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Introduction  
System Forms  
Page 1-3  
Installing the Control Unit  
Form 1, System Planning. Some procedures in Chapter 2, “Installing  
the Control Unit,” refer to the Control Unit Diagram, which is printed on  
the reverse side of this form.  
Form 3c, Incoming Trunks: Tie. If you install a 400EM module in the  
control unit, use this form to determine the appropriate switch settings  
prior to installation.  
Installing Telephones (Required)  
and Adjuncts (Optional)  
The following forms indicate the telephones and adjuncts that you must  
install:  
Form 2a, System Numbering: Extension Jacks  
Form 2b, System Numbering: Digital Adjuncts  
Form 4b, Analog Multiline Telephone  
Form 4d, MLX Telephone  
Form 4e, MFM Adjunct: MLX Telephone  
Form 4f, Tip/Ring Equipment  
Form 5a, Direct-Line Console (DLC): Analog  
Form 5b, Direct-Line Console (DLC): Digital  
Form 5c, MFM Adjunct: DLC  
Form 5d, Queued Call Console (QCC)  
Connecting the Network Interface  
The following forms indicate the trunks that you must connect to the  
control unit. Information regarding the channel service unit (CSU) is  
included on these forms.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Introduction  
Programming the System  
Page 1-4  
Form 2c, System Numbering: Line/Trunk Jacks  
Form 3a, Incoming Trunks: Remote Access  
Form 3b, Incoming Trunks: DS1 Connectivity (100D Module)  
Form 3d, Incoming Trunks: DID  
Connecting Data Equipment  
The following forms indicate the data equipment you will need to set up  
data stations.  
Data Form 1a, Modem Data Station  
Data Form1b, 7500B Data Station  
Data Form 2, Data Hunt Groups  
Programming the System  
If you have a system programming disk created with SPM or a  
Translation memory card, you do not need to program the system.  
Instead, you can use the disk or memory card to restore the system; see  
Chapter 7, “Initializing and Testing the System,” for instructions. If you  
did not receive a disk or a memory card and it is your responsibility to  
program the system, see System Programming for instructions.  
Upgrading the System  
If you are upgrading to Release 6.1 from Release 6.0, 5.0, 4.2, 4.1, 3.1,  
3.0, 2.1, 2.0, 1.0, 1.1, or from the MERLIN® II Communications System,  
refer to Chapter 9, “Upgrading the System,” then Chapter 7, “Initializing  
and Testing the System,” for upgrade instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Introduction  
Upgrading the System  
Page 1-5  
NOTE:  
You cannot retain the programming from the MERLIN ll Communications  
System. You must first upgrade the hardware, then reprogram the system.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Introduction  
Upgrading the System  
Page 1-6  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Installing the Control Unit  
Overview  
Page 2-1  
Installing the Control Unit  
2
2
If you have not read Chapter 1, “Introduction,” do so before continuing  
with this chapter.  
Overview  
Installing the control unit involves the following procedures:  
Preparation requirements  
Installing the backboard  
Checking the total unit load  
Installing the basic carrier  
Installing any expansion carriers  
Installing the power supply  
Installing the processor  
Installing the line/trunk and extension modules  
Connecting the control unit to AC power  
Powering up the system  
Powering down the system  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Overview  
Page 2-2  
The following sections provide detailed instructions for these installation  
procedures. Follow the procedures in the order in which they are  
presented.  
Environment  
The control unit must be installed on a backboard. The placement of the  
backboard, and the control unit on it, requires careful consideration.  
Make sure you install the backboard in an area that meets all of the  
environmental requirements listed in Table 2–1.  
Table 2-1. Environmental Requirements  
o
o
o
o
Operating  
40 104 F (4 40 C)  
o
o
Temperatures  
Optimal temperature: 60 F (15.6 C)  
Humidity  
20%–80%  
Airborne  
Contamination  
Do not expose the control unit to moisture, corrosive gases,  
dust, chemicals, spray paint, or similar material.  
Ventilation  
Allow at least 1 in. (2.54 cm) on the right and left sides of the  
control unit and at least 12 in. (30.48 cm) above and below it  
to prevent overheating.  
Do not place the control unit near extreme heat sources (for  
example: furnaces, heaters, attics, or direct sunlight).  
Electrical Fields Do not expose the control unit to devices that generate  
electrical currents causing interference (such as arc welders  
or motors).  
Heat  
Basic carrier: 500 Btu/hr  
Dissipation  
Basic carrier: with one expansion carrier 1000 Btu/hr  
Basic carrier: with two expansion carriers 1500 Btu/hr  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Overview  
Page 2-3  
!
WARNING:  
Do not install the control unit outdoors.  
Electrical Noise/Radio-Frequency Interference  
In most cases, electrical noise is introduced into the system through  
trunk or telephone cables. However, electromagnetic fields near the  
control unit can also cause noise in the system. Therefore, you should  
not place the control unit and cable runs in areas where a high  
electromagnetic field strength exists.  
Radio transmitters (AM and FM), television stations, induction heaters,  
motors (with commutators) of 0.25 horsepower (200 watts) or greater,  
and similar equipment are leading causes of radio-frequency  
interference (RFI). Small tools with universal motors are generally not a  
problem when they operate on separate power lines. Motors without  
commutators generally do not cause interference.  
Field strengths below 1.0 volt per meter are unlikely to cause  
interference. To estimate the field strength produced by radio  
transmitters, divide the square root () of the emitted power, in kilowatts,  
(÷) by the distance from the antenna in kilometers which equals (=) the  
field strength in volts per meter.  
Example: 49,000 kw = 7,000 ÷ 10 km (6.2 miles) = 0.7 volts per  
meter  
This yields the approximate field strength in volts per meter and is  
relatively accurate for distances greater than about half a wavelength  
(492 ft., or 150 m, for a frequency of 1000 Hz). If the result exceeds 1.0  
volt per meter, you may have to install shielded cables and/or Z200A  
filters. See Appendix A, “Customer Support Information,” following  
Maintenance and Troubleshooting, for FCC Part 15 radio frequency  
regulations.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Overview  
Page 2-4  
Control Unit Requirements  
Dimensions  
— Basic carrier: 14 in. wide by 23 in. high by 12 in. deep  
— Basic carrier and one expansion carrier: 25 in. wide by 23 in. high  
by 12 in. deep  
— Basic carrier and two expansion carriers: 37 in. wide by 23 in. high  
by 12 in. deep  
Location  
— Within 5 ft. (152 cm) of an AC power outlet that is not  
switch-controlled  
— Within 25 ft. (762 cm) of the network interface, or use an  
Off-Premises Range Extender (OPRE)  
— Within 1000 cable ft. (305 m) of telephones, or use an OPRE (for  
basic telephones)  
!
CAUTION:  
The AC outlet for the control unit cannot be switch-controlled.  
Plugging the control unit into such an outlet invites accidental  
disconnection of the system.  
Hardware Preassembly Process  
If an installation is to be preassembled, wired, programmed, and tested  
on the new lightweight plastic backboard, see “Installing the Backboard.”  
Backboard Requirements  
The backboard should be wide enough to accommodate the carrier and  
up to two additional carriers, assuming that system growth is  
anticipated. There should be enough room on each side of the control  
unit for the necessary wiring fields.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Overview  
Page 2-5  
To accommodate the maximum control unit size, make sure the  
backboard meets the following requirements:  
Material  
¾-inch plywood  
— Check with the local building code enforcement agency to  
see whether fire-retardant material is required.  
— Make sure that the material meets local building codes.  
Dimensions  
— With Systimax wiring: 7 ft. wide by 4 ft. high  
— Without Systimax wiring: 6 ft. wide by 3 ft. high  
Installing the Backboard  
When you are certain that the backboard meets the requirements  
indicated above, or is the new lightweight plastic material backboard  
with preassembled equipment in place, attach the backboard to the wall.  
Use the following mounting hardware:  
For a wood mounting surface, use wood screws.  
For brick, cinderblock, or concrete, use masonry anchors.  
For plaster or plasterboard, use toggle bolts.  
For sheet metal, use sheet-metal screws and attach them to the  
structural members.  
NOTE:  
The mounting hardware should resist a combined pullout force of at least  
650 pounds (295 kilograms).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-6  
AC Power and Grounding  
Proper power and grounding are essential for the system to run correctly  
and safely.  
!
CAUTION:  
If any of the following requirements are not met, the  
customer must contact a licensed electrician. Do not install  
the system until all requirements are met.  
Verify that all of the following power and grounding requirements are  
met:  
The load center of appropriate current rating must be equipped  
with circuit breaker(s) labeled 120 V AC, 15 amps.  
Each breaker must protect one dedicated quad AC outlet or two  
dedicated duplex AC outlets.  
All AC outlets must connect to the same load center and the  
ground wire must connect to the single-point ground bar on the  
first AC outlet (see Figure 2–1).  
One outlet must have an attached ground bar connected by a #6  
AWG copper wire to an approved ground (see “Approved  
Grounds,” later in this chapter, for a description of approved  
grounds). This ground bar is the system’s single-point ground (see  
Figure 2–1).  
To prevent someone from accidentally shutting off the power, do  
not connect the control unit to a switch-controlled outlet.  
The AC outlet should be within 5 ft. (152 cm) of the control unit.  
Each carrier requires one AC outlet receptacle.  
Auxiliary equipment requires additional AC outlets.  
If a printer or PC is installed on the system, it must be plugged into  
the same AC branch as the power supply of the basic carrier.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-7  
If the printer or PC is 50 ft. (15 m) or more from the control unit, or  
is plugged into a different AC circuit, Asynchronous Data Units  
(ADUs) must be installed as well. Chapter 5, “Installing the PC,  
CAT, or Printer,” includes complete installation instructions.  
The AC power requirements indicated in “AC Outlet Tests,” on  
page 2-8, must be met.  
From AC  
Load Center  
(2 separately  
fused 15 A  
circuits)  
Ground Wire  
#14 AWG  
4" Box (RACO 230  
or equivalent)  
HUBBELL  
Receptacles  
(5262 15 A  
or equivalent)  
4" Cover  
(RACO 807  
or equivalent)  
Single-Point  
Ground  
Ground Bar Mounted  
Ground Wire  
#6 AWG Copper  
on a 4" Box (Square  
"D" PK9GTA or  
Approved  
Building Ground  
approved equivalent)  
#12 or #14 AWG Copper  
Wire to Each Power Supply  
Grounding Screw  
Figure 2-1. AC Grounding Requirements  
!
CAUTION:  
The AC outlet for the control unit cannot be  
switch-controlled. Plugging the control unit into such an  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-8  
outlet invites accidental disconnection of the system. The  
AC outlet must be properly wired as described in “AC Outlet  
Tests.”  
Table 2-2.  
AC Power Requirements  
Parameter  
Value  
Nominal voltage  
Voltage range  
Frequency  
117 V AC  
110–125 V AC  
60 Hz +/– 5%  
Maximum current  
Power consumption  
3 amps per power supply  
225 watts per power supply  
AC Outlet Tests  
If the AC outlet tests indicate that any of the power requirements in  
Table 2–2 are not met, your customer must contact a licensed  
electrician. Do not install the system until all requirements are met.  
If the AC outlet tests reveal any of the following conditions, they must be  
corrected before you install the system:  
Open ground  
Hot and neutral reversed  
Open hot  
Open neutral  
Hot and ground reversed  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-9  
!
!
WARNING:  
Hazardous voltages are present during the following tests. Follow  
all instructions carefully when working with AC power line  
voltages.  
Using an Ideal 61-035 Circuit Tester (or Equivalent)  
! ꢀꢁ Plug the circuit tester into the outlet that you want to test.  
If the circuit is properly grounded, the yellow and white lights on the  
tester turn on.  
! ꢂꢁ Unplug the circuit tester.  
Using a Volt-Ohm Milliammeter (VOM)  
! ꢀꢁ Set the VOM to the lowest scale on which you can read 130 V AC.  
! ꢂꢁ Measure the AC outlet voltages. Figure 2-2 on page 2-10.  
Phase to ground should be 110 to 125 V AC.  
Neutral to ground should be less than 1 V AC.  
Phase to neutral should be 110 to 125 V AC.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-10  
110 - 125  
Volts AC  
Phase  
(HOT)  
Neutral  
Ground  
Less than  
1.0 Volt AC  
110 - 125  
Volts AC  
Figure 2-2. Measuring the AC Outlet Voltages  
!
!
WARNING:  
If the voltage readings do not measure the values required, the AC  
outlet is improperly wired—do not install the system. Advise the  
customer to have a licensed electrician correct the problem.  
Grounding Requirements  
Proper grounding of the installation site safeguards the system by  
protecting it from the following:  
Lightning  
Power surges  
Power crosses on central office trunks  
Electrostatic discharge (ESD)  
When installing the control unit, make sure you meet the following  
grounding requirements:  
The control unit, the central office trunk protector, and the AC  
power service panel should be as close to each other as possible.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
Installing the Control Unit  
AC Power and Grounding  
Page 2-11  
Because equipment can be located throughout a building, the  
National Electrical Code requires that the ground point for the  
central office trunk protector be bonded to the AC power ground  
as shown in Figure 2–3.  
The AC outlet and the single-point ground bar must be properly  
grounded as shown in Figure 2–1 and Figure 2–3.  
Each power supply in the control unit must be connected to the  
single-point ground bar by a #12 AWG or a #14 AWG solid copper  
wire. Figures 2–1 and 2–3 show this connection.  
This wire run should be as short as possible, preferably within 5 ft.  
(152 cm), not to exceed 10 ft. (305 cm). See “Approved Grounds,”  
later in this chapter, for more information.  
The AC outlet must be connected to the 147A protector with a #12  
AWG or a #14 AWG solid copper wire.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-12  
CO  
Lines  
DIW or  
25-Pair Cable  
To Central  
Office or  
Serving  
Facility  
CO  
Wiring  
Field  
CO  
Line  
Protector  
Network  
Interface  
Coupled Bonding  
Conductor (optional)  
D2R  
Cords  
Power  
)
(
Supply  
CAUTION  
Commercial  
Power  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
AC  
Outlet  
#12 or #14  
AWG  
Plug  
Ground  
Wire  
B
Power  
Service  
Single -  
Point  
Ground  
Bar  
W
#6 AWG  
Ground  
Wire  
GND (Green)  
Shield  
Ground  
Power  
Ground  
Rod  
Earth  
Ground  
Bond  
Wire  
Figure 2-3. Central Office and AC Grounds  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-13  
!
!
WARNING:  
An improper ground can cause equipment failures, service  
outages, and electrical shock. Verify that the AC power uses an  
approved ground for its primary ground, that all voltage-limiting  
devices are grounded to an approved ground, and that the ground  
is one of the approved grounds listed below.  
Approved Grounds  
Approved grounds are listed below, in order of preference:  
Building Steel. The most preferred ground.  
Acceptable Water Pipe. Must be a metal, not plastic or vinyl,  
underground water pipe at least ½ in. (1.27 cm) in diameter, and  
in direct contact with the earth for at least 10 ft. (3 m).  
It must be electrically continuous so that the protector ground is  
uninterrupted. (Check for insulated joints, plastic pipe, and plastic  
water meters that might interrupt electrical continuity.)  
A metallic underground water pipe must be supplemented by the  
metal frame of the building, a concrete-encased ground, or a  
ground ring. If these grounds are not available, the water pipe  
ground can be supplemented by one of the following types of  
grounds:  
— Other local metal underground systems or structures, such  
as tanks and piping systems, but not gas pipes  
— Rod and pipe electrodes, a 5/8-in. (1.58-cm) solid rod or  
¼-in. (0.63-cm) conduit or pipe electrode driven to a  
minimum depth of 8 ft. (244 cm)  
— Plate electrode, a minimum of 2 square ft. (61 square cm)  
of metallic surface exposed to the exterior soil  
Concrete-Encased Ground. Must be an electrode, consisting of  
one of the following:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-14  
— At least 20 ft. (6.1 m) of one or more steel reinforcing rods,  
each at least ½ in. (1.27 cm) in diameter  
— 20 ft. (6.1 m) of bare copper conductor not smaller than #4  
AWG, encased in 2 in. (5 cm) of concrete  
NOTE:  
This electrode must be located within and near the  
bottom of a concrete foundation or footing that is in  
direct contact with the earth  
— Ground ring, consisting of at least 20 ft. (6.1 m) of bare  
copper conductor (not smaller than #2 AWG) encircling the  
building. The ground ring must be in direct contact with the  
earth and buried at least 2.5 ft. (77 cm) below the earth’s  
surface.  
!
!
WARNING:  
Do not use a metal underground gas piping system - this is a  
safety risk.  
Central Office Trunk Protection  
The local telephone company is responsible for providing the following  
protection of central office (CO) trunks at the entrance to the site:  
Carbon blocks or gas discharge tubes connected to an approved  
ground  
Adequate bonding of the central office trunk protector ground and  
the power company ground  
!
CAUTION:  
Check these requirements with a simple, visual inspection.  
If you cannot verify that the central office grounding  
requirements are met, contact the central office. Do not  
connect the control unit to the central office trunks until you  
are certain that these requirements are met.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-15  
Heavy Lightning Protection  
For most surges, adequate protection is provided by meeting the  
previously listed requirements. Additional protection is required when  
the customer is located in a heavy lightning area.  
Connect a 147A protector to the system to limit surges from the AC lines  
and up to four CO trunks.  
For systems with more than four CO trunks, do the following:  
Connect a 146A protector to the 147A protector, providing  
protection for an additional four trunks.  
Connect up to three (maximum) 146A protectors to a 147A  
protector, allowing a maximum of 16 trunks on one 147A  
protector.  
For more than 16 trunks, add another 147A protector and  
continue adding 146A protectors as needed. See Table 2–3 for  
various configurations and Figure 2-4 on page 2-16 for a typical  
147A protector installation.  
Table 2-3. Heavy Lightning Protection  
Number of CO Trunks Required Protectors  
1–4  
147A  
5–8  
147A and one 146A  
147A and two 146As  
147A and three 146As  
Second 147A  
9–12  
13–16  
17–20  
21–24  
Second 147A and one 146A  
NOTE:  
When you use the second 147A, you can connect the 146As in any  
combination, up to a maximum of three 146As per 147A.  
For detailed installation instructions, see the documentation  
packaged with the protectors.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
AC Power and Grounding  
Page 2-16  
146A  
Protector  
147A Protector  
Status  
Indicator  
Light  
Ground  
Strap  
AC  
Connection  
Ground  
Strap  
)
/
s
s
L
e
e
T
n
n
i
A
(
o
h
 L
e
s
p
e
n
o
h
p
le  
id  
e
s
t
  T
u
l)  
O
e
l
ta  
i
e
S
T
S
L
ig  
L
/
r
g
D
X
lo  
  (
S
 o
2
AC Surge/Suppressor  
Protector  
L
a
X
G
S
n
1
M
L
0
G
8
 A
8
8
M
4
0
8
0
4
4
0
0
8
4
PECSOR  
CONTROL UNIT  
TEL CO LINE  
CONTROL UNIT  
TEL CO LINE  
POWER  
C
I
CONTROL UNIT  
TEL CO LINE  
ON  
OFF  
Tu  
po  
rn  
off  
we  
ins  
r
b
AC  
Outlet  
er efor  
ov  
tin  
e
rem  
m
g
o
r
ing  
od  
ule  
s
AG INPUT  
UT  
FR  
GND  
CONTROL UNIT  
TEL CO LINE  
Control Unit  
To Central  
#12 or #14  
AWG Ground Wire  
Office  
Cross-Connect  
Field  
To  
Control  
Unit  
To Power Supply  
Module  
Connect telecommunications  
equipment only to these outlets.  
Maximum load 12.5A  
Figure 2-4. Installing 146A and 147A Protectors  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Unit Loads  
Page 2-17  
Unit Loads  
A unit load is a measure of power (1.9 watts) that you use to determine  
the electrical load that the components listed below place on the control  
unit’s power supply.  
Telephones and adjuncts  
800 DID modules  
Only the telephones and adjuncts that connect to the analog and digital  
extension jacks (ports) on the control unit require unit load calculation.  
When calculating unit load, do not include any equipment with its own  
power supply.  
Checking Unit Loads  
In the event of maintenance or equipment changes, recalculate the unit  
loads for each carrier where there is a new configuration. Use the  
worksheet in Appendix B, “Unit Load Calculation Worksheet.”  
As a general rule, if you can distribute the 800 DID modules and  
telephone modules equally across the carriers, you prevent  
unnecessary drain on any one carrier. However, the rule varies  
depending on the system’s operating mode. The next two sections  
provide the rules for calculating unit loads in various modes.  
Unit Loads for Hybrid/PBX Mode  
Older power supplies (models 391A1 or 391A2) generally support six  
modules of any type in Hybrid/PBX mode, without requiring an upgrade  
to a newer power supply (model 391A3 or 391C1). If the following  
conditions are true, however, the unit loads on a carrier can exceed the  
54-unit maximum and, therefore, require a newer power supply (model  
391A3 or 391C1):  
All six carrier slots are occupied by MLX telephone or analog  
multiline telephone modules.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Basic Carrier  
Page 2-18  
The carrier has a total of more than 45 MLX-20L telephones or  
34-button analog multiline telephones installed.  
Unit Loads for Key or Behind Switch Mode  
In a Key or Behind Switch system with four or fewer modules, no  
calculation is needed. The older power supplies (models 391A1 or  
391A2) generally support four modules of any type. With more than four  
modules, a newer power supply (model 391A3 or 391C1) may be  
needed.  
Installing the Basic Carrier  
Continue with this procedure only if you have met all of the requirements  
discussed earlier in this chapter.  
NOTE:  
When you mount the basic carrier onto the backboard, leave 29 in.  
(73.66 cm) of backboard to the right. This allows you to easily  
install and remove the control unit cover, and also allows enough  
room for system expansion to the right for a total length of up to  
three carriers.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Basic Carrier  
Page 2-19  
To install the basic carrier, follow the steps below:  
! ꢀꢁ Mark the screw-hole locations on the backboard, using the basic  
carrier or the template supplied with the plastic preassembled  
backboard as a guide. See Figure 2–5.  
Make sure the carrier is level before marking the holes.  
! ꢂꢁ Drill a pilot hole in the center of each of the four screw-hole marks.  
! ꢃꢁ Anchor the screws approximately halfway into the backboard.  
! ꢄꢁ Position the carrier on the screws and slide the carrier to the left.  
! ꢅꢁ Tighten the screws.  
Mounting Surface  
Mounting  
Screw  
Backboard  
Basic  
Carrier  
Figure 2-5. Marking the Basic Carrier Screw Holes  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-20  
Installing the Power Supply  
!
!
WARNING:  
Do not attach any cables or power cords to the power supply until it is  
installed in the carrier.  
Do not power up the control unit until all of the modules and power  
equipment are installed. Once they are installed, refer to “Powering Up the  
System,” later in this chapter. Failure to comply with this procedure can  
result in shock hazard and/or damage to the equipment.  
If you are upgrading an older system and a ring generator is specified in  
the system forms (Control Unit Diagram), install it in the power supply  
before putting the power supply in the carrier. The procedure is detailed in  
Maintenance and Troubleshooting.  
For expansion carriers with older power supply modules only, a copper  
shield must be installed on the power supply before installing it in the  
carrier. The procedure is explained in “Installing a Copper Shield,” later in  
this chapter.  
Before touching leads, connectors, pins, and other components, use a  
properly grounded wrist strap, to prevent damage from electrostatic  
discharge (ESD).  
Remove the protective cover from the gold-finger connector (on the back  
of the power supply) before inserting it into the carrier.  
Installing the power supply can involve as many as four procedures,  
depending on the system configuration. The procedures are:  
Turning off all power to the control unit  
Installing a copper shield [for older power supply modules (391A1,  
391A2, 391B1) only]  
Installing the ferrite cores  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-21  
NOTE:  
It is not necessary to install ring generators in a new system with new 012  
(apparatus code 517G13 or later) or new 008 (apparatus code 517D28 or  
later letter) modules. If you are upgrading or using older modules, see  
Maintenance and Troubleshooting.  
Turning Off the Power  
! ꢀꢁ Turn off each power supply.  
! ꢂꢁ Disconnect all power cords and auxiliary units.  
Installing a Copper Shield  
The added power supply in each expansion carrier can cause excessive  
noise in the module occupying the next slot. To eliminate this noise, a  
copper-foil shield is installed over the power supply. These shields and  
their labels are packaged in the power unit shielding kit included with the  
expansion carrier.  
NOTE:  
The 391C1, 391A3 and 391B2 power supply modules do not  
require copper shielding. Perform this procedure for older power  
supply modules (391A1, 391A2, and 391B1) only.  
To install a copper shield, follow the steps below. Refer to Figure 2–6  
throughout the procedure.  
! ꢀꢁ Make sure all power is off.  
! ꢂꢁ Place the power supply on a flat surface with the right side up (as  
viewed from the front edge).  
! ꢃꢁ Wipe the module free of any dust or dirt.  
! ꢄꢁ Peel the backing paper from the smaller copper-foil shield to  
expose the adhesive.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-22  
Check the positioning of the foil shields before sticking them to the side  
of the module. Once in place, the foil is difficult to remove.  
! ꢅꢁ Position the foil on the upper part of the module and work out any  
air bubbles as you press the foil firmly in place.  
! ꢆꢁ Peel the backing paper from the larger copper-foil shield to expose  
its adhesive.  
! ꢇꢁ Position the foil on the lower part of the module.  
a. The shields must meet.  
b. They should not overlap or have any space between them.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-23  
Upper Copper  
Foil Shield  
Lower Copper  
Foil Shield  
Power Unit  
Information  
Label  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
UL Label  
or  
CSA Label  
Figure 2-6. Installing a Copper Shield in the Power Supply  
! ꢈꢁ Tuck the foil shield tightly along the ledge (or crease) of the housing  
and work out any air bubbles as you press the foil firmly in place.  
! ꢉꢁ With the copper-foil shield in place, put the power unit information  
label on the lower piece of foil.  
!ꢊꢁ Attach the UL or CSA label on the power supply below the  
copper-foil shield.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-24  
Installing the Power Supply Module  
in the Carrier  
! ꢀꢁ Lower the power supply module hook onto the rod on top of the  
carrier.  
! ꢂꢁ Make sure the connector on the module mates properly with the  
connector on the carrier.  
! ꢃꢁ Push the module into the carrier until it locks into place.  
Installing the Ferrite Cores  
At this point, the power supply should have been installed in the carrier,  
but no cables or power cords should be attached to the power supply  
module.  
NOTE:  
If you are upgrading a system, unplug the AC power cord and  
remove the ground wire attached to the grounding screw on the  
front of the power supply.  
Follow these steps to install the ferrite cores:  
! ꢀꢁ Feed the AC power and ground wire through the wire manager  
(refer to Figure 2–7).  
! ꢂꢁ Open the ferrite cores by unsnapping the plastic case.  
! ꢃꢁ Attach a ferrite core around the AC power cord and the ground wire  
by snapping the plastic case shut.  
! ꢄꢁ Attach the second ferrite core adjacent to the first ferrite core by  
repeating Steps 2 and 3.  
! ꢅꢁ Slide the ferrite cores between the wire manager and the power  
supply module (refer to Figure 2–7).  
! ꢆꢁ Attach the ground wire to the grounding screw on the power supply  
module.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Power Supply  
Page 2-25  
! ꢇꢁ Check that the other end of the ground wire is connected to the  
terminals of the single-point ground bar on the AC outlet box.  
!
CAUTION:  
Do not connect the power cord until the entire control unit is  
assembled.  
POWER SUPPLY MODULE  
AC Power Cord  
Ground Wire  
On/Off Power Indicator (Green LED)  
-48 VDC Auxiliary Power Input Jack  
On/Off Switch  
AC Power Input  
Grounding Screw  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
Attach  
Ferrite Cores  
(Open Position)  
MODULES  
Wire Manager  
Feed AC Power Cord and  
Ground Wire through  
Wire Manager  
Figure 2-7. Installing the Ferrite Cores  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Auxiliary Power Unit  
Page 2-26  
Installing the Auxiliary Power Unit  
The Control Unit Diagram on the back of Form 1, System Planning,  
indicates whether an auxiliary power unit is required for the carrier that  
you are installing.  
NOTE:  
Use the 9024 auxiliary power unit for new installations. You can  
continue to use a previously installed 335A auxiliary power unit, as  
long as no new telephones or modules are added to the carrier.  
To install an auxiliary power unit, follow the steps below. Refer to Figure  
2–8 throughout this procedure.  
! ꢀꢁ Turn off the switch on the power supply.  
! ꢂꢁ Mount the auxiliary power unit on a surface (preferably the  
backboard) within 2 ft. (61 cm) of the control unit.  
! ꢃꢁ Plug the power unit line cord into the AUX POWER INPUT jack on  
the power supply.  
! ꢄꢁ Plug the other end of the line cord into the AUX POWER jack on the  
auxiliary power unit.  
!
CAUTION:  
Do not plug the power supply or the auxiliary power unit into the AC  
outlet until you are ready to turn on the system, as described in  
“Powering Up the System” later in this chapter.  
If the system is backed up by an Uninterruptible Power Supply  
(UPS), connect the auxiliary power to the UPS.  
Do not attach the power cord(s) to any building surfaces.  
Use only the power unit line cord supplied with the auxiliary power  
unit. An incorrect cord will damage the power supply and may  
damage modules.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Auxiliary Power Unit  
Page 2-27  
-48 VDC  
Auxiliary  
Power  
Auxiliary  
Input  
Power  
Unit  
AC  
INPUT  
AUX  
POWER  
AC  
Input  
-48 VDC  
Power Cord  
Ferrite  
Cores  
Ground  
Wire  
AC  
Outlet  
AUX Power Unit  
AC Power Cord  
Control Unit  
AC Power Cord  
Figure 2-8. Installing an Auxiliary Power Unit  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing Expansion Carriers  
Page 2-28  
Installing Expansion Carriers  
If you are adding an expansion carrier to an existing system, see  
“Upgrading the Control Unit” in Chapter 9 before continuing.  
If you are to install one or more expansion carriers, follow the steps  
below to mount each one. Refer to Figure 2–9 and Figure 2–5  
throughout the procedure.  
! ꢀꢁ Locate the breakaway plastic tab on the right side of the previously  
mounted carrier. Using a flat-blade screwdriver, gently pry the tab  
open to expose the card extender.  
! ꢂꢁ Align the connector of the expansion carrier with the card extender  
on the previously mounted carrier and slide the connector onto the  
extender.  
! ꢃꢁ Mark the screw-hole locations on the backboard, using the  
expansion carrier or the template that comes with the  
preassembled plastic backboard as a guide.  
Make sure the carrier is level before marking the holes.  
! ꢄꢁ Disconnect the expansion carrier connector from the previously  
mounted carrier and put the expansion carrier aside.  
! ꢅꢁ Drill a pilot hole in the center of each of the four screw-hole marks.  
! ꢆꢁ Anchor the screws approximately halfway into the backboard.  
! ꢇꢁ If housing clips are to be installed on the housing and this is the  
last carrier in the control unit, place the housing clips around the  
right-hand molding for the screws on the back of the carrier.  
If not, go to Step 8.  
! ꢈꢁ Position the expansion carrier on the screws and slide it to the left,  
to reconnect the expansion carrier card extender to the previous  
carrier’s connector.  
! ꢉꢁ Make sure the connection is secure.  
!ꢊꢁ Make sure the carrier is level and the housing clips extend as far as  
possible from the right side of the carrier.  
!ꢀꢁ Tighten the screws.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing Expansion Carriers  
Page 2-29  
BASIC CARRIER  
EXPANSION CARRIER  
CONNECTOR  
CARD  
EXTENDER  
(under the  
breakaway tab)  
BACKBOARD  
BASIC CARRIER  
EXPANSION CARRIER  
BACKBOARD  
Figure 2-9. Connecting the Carriers  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
August 1998  
Installing the Control Unit  
Installing the Processor  
Page 2-30  
Installing the Processor  
Installing the processor includes the following procedures:  
If both of the following conditions are true, follow the procedures in  
“Modifying the Processor for Key Mode, in Chapter 9.”  
— Form 1, System Planning, indicates Permanent Key mode.  
— Form 2c, System Numbering: Line/Trunk Jacks, indicates  
no GS (ground-start) trunks in the Incoming Trunk Type  
column.  
Insert the processor into the carrier as indicated in “Installing the  
Processor in the Carrier,” later in this chapter.  
NOTE:  
If the system is programmed for Permanent Key mode, check the  
switch setting. Refer to“Modifying the Processor for Key Mode”, in  
Chapter 9 for detailed procedures. If the switch is set to Permanent  
Key-only operation, all trunks revert to loop-start. If the switch is not  
set, any programmed designation for ground-start trunks is  
retained.  
The ground-start pool never has trunks assigned to it automatically,  
but must be programmed after the ground-start ports are  
designated. Ground-start trunks are assigned to the ground-start  
pool on initialization, except in a system switched for Permanent  
Key mode operation. (In Release 1.0, ground-start and loop-start  
trunks automatically defaulted to loop-start.)  
Beginning with Release 3.0, the feature module required for  
Release 2.1 and earlier is no longer needed. The Release 3.0  
processor module contains a PCMCIA memory card interface  
capable of accommodating a 4-MB memory card. This card is used  
to install or upgrade system software and perform firmware  
upgrades on circuit modules. It can be used to back up and restore  
system programming.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Processor  
Page 2-31  
!
CAUTION:  
Before touching leads, connectors, pins, and other components  
when handling the circuit board, use a properly grounded wrist  
strap to prevent damage from electrostatic discharge (ESD).  
Installing the Processor in the Carrier  
To install the processor in the carrier, follow the steps below. Refer to  
Figure 2–10.  
! ꢀꢁ Remove the protective cover from the gold-finger connector on the  
back of the processor.  
! ꢂꢁ Lower the hook on top of the processor module onto the rod on top  
of the carrier in Slot 0, the first slot next to the power supply.  
! ꢃꢁ Make sure that the connector on the module mates properly with  
the connector on the carrier as you swing the processor down into  
place.  
!
CAUTION:  
To avoid damage, do not force the module. If the module does not insert  
easily, press the bottom rear locking tab, remove the module, and inspect  
the module and carrier for damage or obstruction. The bottom-rear locking  
tab is shown in Figure 2–10. This tab is used on all modules.  
If there is no damage and no obstruction, reinsert the module.  
A damaged carrier or module must be replaced.  
! ꢄꢁ Push firmly until the processor snaps into place.  
The processor should be securely attached to the carrier and locked in  
place by the locking tab on the bottom rear of the processor.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Processor  
Page 2-32  
1
3
2
Figure 2-10. Installing the Processor into the Carrier  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-33  
Installing the Modules  
!
CAUTION:  
When installing the modules, use a properly grounded wrist strap  
to prevent damage from electrostatic discharge (ESD), and avoid  
touching leads, connectors pins, and other components.  
Guidelines  
Follow these guidelines when you install modules, as indicated on the  
Control Unit Diagram of Form 1, System Planning:  
Do not leave empty slots between modules. The system ignores  
modules installed beyond any empty slot.  
If a phantom module (a programmed empty slot) is indicated on  
the Control Unit Diagram, make sure the slot remains empty and  
do not install any modules to the right of it. The system ignores  
any modules installed to the right of a programmed empty slot.  
Make sure you install each module in its assigned slot. If you  
install a module in the wrong slot, the system will not function  
properly.  
Be sure to place all 012 modules and all 008 OPT modules  
without built-in ring generators in carriers with modules that have  
ring generators so that the modules without ring generators can  
be supported.  
NOTE:  
All 016 (T/R) modules and some 012 modules (apparatus code  
517G13 or later) have built-in ring generators.  
Once you have installed the power supply and the processor in  
the basic carrier, use the remaining slots for the modules as  
follows:  
— Basic carrier: slots 1 through 5  
— First expansion carrier: slots 6 through 11  
— Second expansion carrier: slots 12 through 17  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-34  
Installing Modules  
To install modules starting from slot 1 (the first open slot next to the  
processor), follow the steps below:  
! ꢀꢁ For each 400EM tie line/trunk module, for jacks numbered 1 through  
4 in Figure 2–11, check Form 3c, Incoming Trunks: Tie, for E&M  
signaling type.  
Set the dual in-line packaging (DIP) switches on the front of the 400EM  
Tie Trunk module according to the E&M signaling type settings listed in  
Table 2-4 on page 2-36 and Table 2-5 on page 2-37 and shown in Fig-  
ure 2-11 on page 2-38. The default E&M signal does not require any  
adjustments in the DIP switches.  
! ꢂꢁ Remove the protective cover from each module’s gold-finger  
connector.  
! ꢃꢁ Lower the hook on top of the module onto the rod on the top of the  
carrier in the appropriate slot. See Figure 2-10 on page 2-32.  
! ꢄꢁ Make sure the connector on the module mates properly with the  
connector on the carrier.  
! ꢅꢁ Swing the module into the slot and firmly push the module into the  
carrier until it locks into place.  
!
CAUTION:  
To avoid damage, do not force the module. If the module does not  
insert easily, press the bottom rear locking tab, remove the module,  
and inspect the module and carrier for damage or obstruction.  
If there is no damage and no obstruction, reinsert the module. A  
damaged carrier or module must be replaced.  
! ꢆꢁ Repeat Steps 1 through 5 for each module you want to install.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-35  
Tie Trunks  
Tie trunks connect two separate PBX communications systems either  
directly or through one or more central offices, as if they were one  
system at the same location. In the MERLIN LEGEND Communications  
System, the 400EM module is the originating and terminating unit for tie  
trunk operation.  
Tie Trunk Signaling  
The 400EM (tie trunk) module can transmit signals in three different  
formats. Each format is made up of a specific signaling mode and a  
specific signaling type. The DIP switches on the 400EM module allow  
you to select the signaling mode for tie trunk transmission. The signaling  
type is selected through system programming.  
Signaling Modes  
There are two signaling modes:  
E&M. This is a standard interface. The E&M signaling leads are  
separate from the transmission leads, requiring a 3-pair wire  
interface.  
Simplex. In Simplex, the two signaling leads are superimposed  
onto the analog transmission leads, providing a 2-pair wire  
interface for connecting two local systems at minimal cost.  
Protected or Unprotected  
Depending on the type of tie trunk installation, protective resistance may  
be installed to protect the circuit from outside interference from  
high-voltage transients or voltage fluctuations. In Simplex mode, the  
circuit always requires protective resistance. The E&M mode can be  
either protected or unprotected, depending upon the location of the  
distant PBX.  
Signaling Types  
Three different signaling types combine with the signaling modes.  
Together, these create the proper signaling format for each system.  
Signaling types in each mode are as follows:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-36  
E&M Mode  
Type 1 Standard (default factory setting). This setting is  
used to connect two systems through local telephone  
company facilities.  
Type 1 Compatible. This setting connects two systems  
directly (without using local telephone company facilities).  
Simplex Mode  
Type 5. This setting is used on 4-wire (2-pair) circuits.  
400EM (Tie Trunk) Module DIP Switches  
During installation of 400EM (Tie Trunk) modules, refer to Table 2–4 and  
Table 2–5, and to Figure 2-11 on page 2-38 for the correct DIP switch  
settings for varying signaling protocols.  
Table 2-4. Setting the 400EM (Tie Trunk) Module DIP Switches  
Ports  
DIP  
Signaling Type  
1S (Default)  
and 1C  
Unprotected  
Switch  
Position  
1C and 1S  
Protected  
5
(as numbered in  
Figure 2-11)  
Simplex  
Mode  
E&M Mode E&M Mode  
1
2
ON OFF  
ON OFF  
OFF or ON  
OFF or ON  
ON  
3
OFF  
OFF  
OFF  
OFF  
OFF  
2
1
4
3
4
ON  
5
OFF  
ON  
6
ON OFF  
ON OFF  
OFF  
OFF or ON  
OFF or ON  
ON  
7
8
OFF  
OFF  
OFF  
9
OFF  
ON  
10  
OFF  
ON  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-37  
NOTE:  
DIP switches 1, 2, 6, and 7 determine whether the tie trunks are protected  
or unprotected. DIP switches 3, 4, 5, 8, 9, and 10 determine the mode.  
Simplex mode is always protected. Therefore the Protected/Unprotected  
settings for DIP switches 1, 2, 6, and 7 have no effect.  
The successful implementation of a tie trunk format is dependent upon  
matching the characteristics of both PBX systems it connects. The  
preferred signaling formats for a tie trunk originating in the system are  
shown in Table 2–5 below.  
Table 2-5. Signaling Formats for the 400EM (Tie Trunk) Module  
Installation Situation  
From System  
Preferred Signaling Format  
System Distant Location  
Distant  
Location  
Signaling  
Mode/Type  
Protected or Signaling  
Unprotected Mode/Type  
Protected or  
Unprotected  
To  
MERLIN II  
Same site  
co-located  
Type 5 Simplex N/A  
Type 5 Simplex N/A  
System  
25/75/85 or  
DEFINITY  
Same site  
co-located  
Type 5 Simplex N/A  
Type 5 Simplex N/A  
Type 5 Simplex N/A  
System  
Inter-office  
Type 5 Simplex N/A  
25/75/85 or  
DEFINITY  
Dimension PBX Same site  
co-located  
E&M Type 1C Unprotected E&M Type 1S  
Unprotected  
Protected  
(Compatible)  
(Standard)  
Dimension PBX Inter-office  
E&M Type 1C Protected  
(Compatible)  
E&M Type 1S  
(Standard)  
Other Systems Same site  
co-located  
E&M Type 1C Unprotected E&M Type 1S  
(Compatible) (Standard)  
E&M Type 1C Unprotected E&M Type 1S  
Unprotected  
Other Systems Inter-office  
Requires a  
(Compatible)  
(Standard)  
protection unit  
MERLIN  
LEGEND  
Same site  
co-located or  
inter-office  
Type 5 Simplex N/A  
Type 5 Simplex N/A  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-38  
Switches  
1 through 5  
control  
Port 4  
(1C. E&M  
unprotected)  
Switches  
6 through 10  
control  
4
3
Port 3  
(1C. E&M  
protected)  
Switches  
1 through 5  
control  
Port 2  
(5 simplex)  
2
1
Switches  
6 through 10  
control  
Port1  
(1C. E&M  
protected)  
Figure 2-11. 400EM Module Sample Dip Switch Settings  
for Signaling Types 1C and 5  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-39  
Labeling  
! ꢀꢁ After all modules have been installed, label all jacks using the  
numbered labels provided with the feature module.  
Line/trunk labels have green numbers on off-white background.  
Telephone labels have blue numbers on off-white background.  
See Figure 2-12 on page 2-40 for the locations of line/trunk jacks and  
telephone jacks on each module, and label them as described next.  
! ꢂꢁ Label each line/trunk jack on the modules sequentially, 1 through  
80. Begin with the module in slot 1, numbering from bottom to top  
on each module and working from left to right across the carrier(s).  
The 100D module has 24 numbers assigned to the line/trunk jack.  
! ꢃꢁ Label each telephone jack sequentially, 1 through 144. Begin with  
the module in slot 1, numbering from bottom to top on each module  
and working from left to right across the carrier(s).  
!
CAUTION:  
The 008 OPT module is assigned 12 logical IDs, and the last four  
numbers are not assigned to jacks. For example, if the previous  
module (on the left) is labeled with logical IDs 1 through 8, label the  
008 OPT jacks with logical IDs 9 through 16. Skip numbers 17  
through 20. When you label the next module (on the right), label the  
first jack as logical ID 21.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Installing the Modules  
Page 2-40  
8G/SOutdLines  
PFT Jack  
8
*
5
4
Line/Trunk or Off-Premise  
Jacks  
Telephone Jacks on  
008 OPT Module  
1
PFT  
8
Extension  
Telephone  
Jacks (Analog or Digital)  
1
*
Figure 2-12. Line/Trunk and Telephone Jack Locations on Each Module  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Replacing a Module  
Page 2-41  
Replacing a Module  
!
CAUTION:  
This section does not apply to the processor or power supply.  
Although the system allows you to remove and replace modules without  
affecting call processing, partially inserting and removing a module can  
cause a cold start.  
To add a 100D module or change any of its DS1 parameters, the system  
must be idle.  
When you replace a module, use the same module type. For example, do  
not put an 008 MLX module in place of a 400 GS/LS/TTR module. If a  
module is replaced with another type of module, or if a module is added to  
the system without powering down the system first, a cold start (System  
Reset) occurs.  
If you move any module to a different slot, be sure to renumber the  
modules by selecting %PBSEꢆ5FOVNCFS from system programming. See  
System Programming for information about board renumbering.  
NOTE:  
You can remove and replace line/trunk and extension modules with the  
system power on, without affecting normal call processing.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Replacing a Module  
To remove and replace a module, follow the steps below. Refer to  
Figure 2-13 on page 2-43.  
! ꢀꢁ Busy-out or reset the module. (Busy-out is recommended.)  
! ꢂꢁ Label all cords (if they are not labeled already) and then unplug  
them from the module.  
For information about labeling trunk and extension cords, see Chapter 3,  
“Installing Telephones and Adjuncts” and Chapter 4, “Connecting the  
Control Unit to the Network Interface.” For instructions on checking  
unlabeled wiring, see “Checking Unlabeled Wiring” in Chapter 3 of the  
Maintenance and Troubleshooting guide.  
! ꢃꢁ Run a demand test by entering the test mode.  
! ꢄꢁ Power down the system, if required. See “Powering Down the  
System,” later in this chapter, for instructions.  
! ꢅꢁ Remove the module by pushing up firmly on the tab at the bottom  
rear of the module.  
! ꢆꢁ While holding up the tab, swing the bottom of the module towards  
you and away from the carrier.  
! ꢇꢁ Lift up the module to disengage it from the rod on the top of the  
carrier.  
! ꢈꢁ Inspect the module for visible damage.  
! ꢉꢁ Insert the new module. See Figure 2–10.  
!ꢊꢁ Restore the module. Refer to Chapter 7, “Initializing and Testing the  
System,” for instructions.  
!ꢀꢁ Connect the trunk and extension cords.  
!ꢂꢁ Attach a tag, error printout, and any information that will help  
identify any visible problems or failure symptoms.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Replacing a Module  
Page 2-43  
3
1
2
Figure 2-13. Removing Modules from the Carrier  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Connecting the Control Unit to an AC Outlet  
Page 2-44  
Connecting the Control Unit to an  
AC Outlet  
!
CAUTION:  
Make sure the AC outlet has been tested for proper grounding. The  
outlet should be 117-V AC, 60-Hz, 3-wire (phase, neutral, ground).  
See “AC Outlet Tests,” earlier in this chapter, for instructions.  
To prevent someone from accidentally shutting off the power, do not  
connect the control unit to a switch-controlled outlet. The AC outlet  
should be within 5 ft. (152 cm) of the control unit.  
To connect the control unit to a dedicated AC outlet, follow the steps  
below.  
! ꢀꢁ Turn the basic carrier’s power supply switch to the OFF position.  
! ꢂꢁ Turn off the power supply switches on the expansion carriers.  
! ꢃꢁ Unplug the power cords from any auxiliary power units.  
! ꢄꢁ Plug one end of the power cord into the AC INPUT connector  
located just below the power switch on the front of the basic  
carrier’s power supply.  
! ꢅꢁ Plug the other end of the power cord into the AC outlet, allowing at  
least 1 ft. (30.4 cm) of slack in the cord.  
! ꢆꢁ Repeat Steps 4 and 5 for each expansion carrier.  
!
CAUTION:  
Do not attach the power cord(s) to any building surfaces.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Powering Up the System  
Page 2-45  
Powering Up the System  
!
CAUTION:  
Follow the procedure below to power up the system only if the system is  
completely installed. Failure to comply with this procedure can result in  
shock hazard or damage to the equipment.  
! ꢀꢁ Turn on the power switch for each expansion carrier: start with the  
power supply in the rightmost carrier.  
The green power lights on each expansion carrier power supply should  
turn on.  
! ꢂꢁ Turn on the power switch on the basic carrier power supply.  
The dot on the one-character display LED flashes.  
The green light on the power supply should turn on.  
The red light on the processor should turn on for 15 to 45 seconds  
and then turn off.  
All indicators on the 100D and 400EM line/trunk modules (if  
present) should turn on and then off. They remain off when the  
modules are idle.  
! ꢃꢁ If any of these conditions are not met, refer to Maintenance and  
Troubleshooting.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the Control Unit  
Powering Down the System  
Page 2-46  
Powering Down the System  
You may need to power down the system for troubleshooting during  
installation, or to add new equipment to the carrier.  
!
CAUTION:  
Follow these steps in the exact sequence.  
To power down the system, follow the steps below.  
! ꢀꢁ Turn off the power supply on the basic carrier.  
! ꢂꢁ Turn off the power supplies on the expansion carriers.  
! ꢃꢁ Unplug any auxiliary power units.  
Because the power supplies are already off, the sequence for removing  
auxiliary power cords is not important.  
! ꢄꢁ Unplug the system from the AC outlet.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Installing Telephones and Adjuncts  
Page 3-1  
Installing Telephones and Adjuncts  
3
3
The control unit supports the MLX-5, MLX-5D, MLX-10, MLX-10D,  
MLX-10DP, MLX-16DP, MLX-20L, and MLX-28D telephones. The  
MLX-20L and MLX-28D telephones may or may not be connected to a  
Direct Station Selector (DSS). The control unit also supports analog  
multiline and single-line telephones. Additionally, various adjuncts are  
adapters for installation.  
This chapter provides instructions for the following procedures:  
Installing Multi-Function Modules  
Installing adjuncts  
Installing Direct Station Selectors  
Assembling MLX telephones  
Connecting telephones to the control unit  
To connect data equipment to the system, see Chapter 6, “Connecting  
Data Equipment.” To connect the MERLIN PFC*, see Chapter 8,  
“Installing Applications.”  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-2  
Installing Multi-Function Modules  
The Multi-Function Module (MFM) is an optional adapter that provides a  
modular jack connection to MLX telephones for the two classes of  
adjuncts listed below:  
Tip/ring (T/R) devices such as single-line telephones, fax  
machines, modems, and credit card verification terminals. Once  
connected, the MLX telephone and adjunct work independently of  
each other. This means both can send or receive calls at the same  
time. The MFM is the only T/R adapter you can use with MLX  
telephones.  
Supplemental alerts such as bells, chimes, horns, and strobes.  
These alerts notify people in noisy areas of incoming calls.  
Considerations  
Review the following items before you begin the procedure.  
If you install an MFM, do so before you assemble the MLX  
telephone.  
You must connect the KS 22911 power supply to an electrical  
outlet within 50 ft. (15 m) of cord length of the MLX telephone.  
If you connect an MFM and two DSSs to a telephone, you must  
install a 406743419 power unit.  
If a wall jack is more than 7 ft. (213 cm) from an MLX telephone,  
you must use a longer D8W cord.  
The MFM uses one of the two channels when it is active. This  
means that when an adjunct, such as a fax machine, and the MLX  
telephone are in use at the same time, Voice Announce to Busy is  
not possible. (Voice Announce to Busy is a feature that allows  
users to be paged on the speakerphone even if they are on a call.)  
The MFM has two jumper blocks that are factory-set for T/R  
operation. The MFM is packaged with the following items, shown  
in Figure 3–1:  
— KS22911 power supply  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-3  
— 400B or 400B2 adapter  
— D6AP cord  
400B Adapter or 400B2 Adapter  
.
.
Power Supply  
(KS22911)  
.
.
.
.
.
. .  
.
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.. .  
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. .  
.
. .  
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D6AP Cord (7 feet long)  
Multi-Function Module  
Figure 3-1. Multi-Function Module Packing List  
RISK OF ELECTRICAL SHOCK: Follow all warnings  
and cautions.  
!
WARNING:  
Only a qualified technician should install, repair, or set  
options for an MFM.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-4  
Do not touch the circuitry on the MFM. Touching the  
circuitry may result in component damage from electrostatic  
discharge.  
Before installing an MFM, disconnect all trunk and/or power  
cords that are attached to the MLX telephone. This is to  
ensure that no hazardous voltages are present during  
installation. Ringing voltage from the MFM attached to the  
MLX telephone can cause electrical shock if adjustments  
are made while the cords are connected.  
Deskstand  
H I G H  
2
4
&
L I F T  
P R E S S  
1
Telephone  
Base  
Card  
Tray  
S T A N D A D J U S T M E N T  
W
L O  
Line  
Cable  
Figure 3-2. Removing the User Card Tray and Line Cable  
To install or replace an MFM and change its pin settings, follow these  
steps.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-5  
NOTE:  
If you are installing or replacing an MFM in a wall-mounted MLX-5,  
MLX-5D, MLX-10, MLX-10D, MLX-10DP, or an MLX-16DPtelephone, start  
at Step 3.  
! ꢀꢁ Place the telephone face down on a flat surface; remove the user  
card tray and line cable from the bottom of the deskstand. See  
Figure 3–2.  
Pull Up  
and  
Away  
Press  
Center Tab  
Figure 3-3. Releasing the Deskstand  
! ꢂꢁ Release and remove the deskstand from the telephone. See Figure  
3–3 and Figure 3–4.  
a. Press on the top rear center of the deskstand to release the tab.  
b. Pull the deskstand up toward you and swing away from the  
telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-6  
Lift  
Out of  
Center  
Slot  
Figure 3-4. Removing the Deskstand  
c. Lift the deskstand out of the locating slot in the telephone base  
and place to one side.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-7  
Figure 3-5. Releasing the Module Cover Screw  
! ꢃꢁ Release and remove the module cover. See Figure 3–5, Figure 3–6,  
and Figure 3–7.  
a. Use a screwdriver to remove the screw in the lower right-hand  
corner of the module cover.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-8  
Pull Up and Away  
Press  
Center Tab  
to Release  
MFM  
Module  
Cover  
Locating  
Slot  
Figure 3-6. Releasing the Module Cover  
b. Press the center of the right side of the module cover with one  
hand to release the locking tab.  
c. Swing open the module cover to release it from the left side  
locating slot.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-9  
Lift  
Out of Locating Slot  
Figure 3-7. Removing the Module Cover  
d. Lift module cover out of locating slot and set aside.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-10  
Locking Tab  
.
.
.
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.
..  
.
.
...  
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.
..  
.
..  
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.
.
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.
Line Jack  
.
.
Handset Jack  
.
.
.
.
Locking Tab  
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.
.
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.
..  
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...  
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..  
.
..  
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.
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Socket  
.
.
.
Connector  
Pins  
.
.
.
Locking Tab  
Figure 3-8. Removing an MFM Module  
! ꢄꢁ To install a new MFM, go to Step 5. To reset jumpers on an existing  
MFM, go to Step 6. To remove an existing MFM, continue (see  
Figure 3–8).  
a. Disconnect any cords attached to the phone and note the  
connections so that you can reconnect the cords to the  
appropriate jacks later.  
b. Locate the MFM locking tabs on the top and bottom of the  
telephone base, then spread the tabs apart to release the MFM.  
c. Grasp the MFM by the edges and pull it up to free the connector  
pins. Do not touch the connector pins.  
d. Set the MFM aside on a clean surface.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-11  
Locking Tab  
.
.
.
.
.
.
.
..  
.
.
...  
.
.
..  
.
..  
.
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.
Socket  
.
.
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Connector  
Pins  
.
.
.
Locking Tab  
.
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..  
.
.
...  
.
.
..  
.
..  
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.
.
.
Line Jack  
.
.
Handset Jack  
.
.
.
.
Locking Tab  
Figure 3-9. Installing an MFM Module  
! ꢅꢁ Install the new MFM. See Figure 3–9.  
a. Hold the MFM circuit board by the edges with the long connector  
pins facing the socket. Take care not to touch the connector pins.  
b. Lower the MFM to insert the pins into the socket in the telephone  
base.  
c. Press firmly on the MFM board to snap the locking tabs into place.  
The connector pins and tabs must be secure.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-12  
Multi-Function Module  
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..  
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...  
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..  
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..  
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Pins  
and  
Jumper  
Placement  
W
X
A
W
X
A
B
C
B
C
Y
Y
Z
Z
T/R Operation Setting  
A, B, W and Y  
SAA Setting  
A, C, X and Z  
Figure 3-10. Setting and Adjusting the MFM Jumpers  
! ꢆꢁ Set or adjust the MFM jumpers for either a T/R device or a  
supplemental alert device. See Figure 3–10.  
a. Pull the four connectors off the MFM module.  
b. Place the connectors over the appropriate pins for the required  
operation and push down to secure into place.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-13  
MFM Jack Guard Cover  
Figure 3-11. Removing the Jack Guard  
! ꢇꢁ To remove the jack guard, see Figure 3–11.  
a. If the module cover has a square jack guard that protects the  
TEL/OTHER jack area, grasp and twist the guard to remove it.  
Save the jack guard if you are wall-mounting an MLX-5, MLX-5D,  
MLX-10, MLX-10D, or MLX-16DP telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-14  
Lower  
Cover  
Into Locating Slot  
Figure 3-12. Placing the Module Cover into the Locating Slot  
! ꢈꢁ To replace the module cover, see Figure 3–12, Figure 3–13, and  
Figure 3–14.  
a. Place the locking tab on the module cover into the slot on the left  
side of the telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-15  
Lower and  
Press Into  
Center Slot  
to Secure  
Figure 3-13. Lowering and Locking the Module Cover  
b. Lower the cover to the right and press firmly into the center slot to  
lock the tab in place. The tab must be secure.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-16  
Figure 3-14. Replacing and Tightening the Module Cover Screw  
c. Replace and tighten the module cover screw that you removed in  
Step 3.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-17  
Lower  
Into Inner  
Center Slot  
Figure 3-15. Replacing the Deskstand  
! ꢉꢁ Replace the deskstand. If you are wall-mounting an MLX-5, MLX-5D,  
MLX-10, MLX 10D, MLX-10DP, or MLX-16DP telephone, go to Step  
11; otherwise, continue with Step 9a.  
a. Place the tab on the narrow edge of the deskstand, into the  
locating slot on the telephone base.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-18  
Lower  
and  
Press Into  
Center  
Slot  
Figure 3-16. Lowering the Deskstand and Locking into Place  
b. Lower the deskstand and lock into place.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-19  
Deskstand  
H
G
I
H
T
2
F
I
S
S
L
4
E
&
R
P
1
Telephone  
Base  
Card  
Tray  
S T A N D A D J U S T M E N T  
W
O
L
Line  
Cable  
Figure 3-17. Replacing the User Card Tray and Line Cable  
!ꢊꢁ Replace the user card tray and line cable. See Figure 3–17.  
a. Insert the user card tray at an angle, then lower and slide into the  
deskstand.  
b. Replace the line cable into the line jack in the deskstand.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-20  
Pull Up  
Press  
Center Tab  
H I G H  
T
2
N
E
4
&
L I F T  
M
T
P R E S S  
S
U
1
J
D
A
D
N
A
T
S
3
Card  
Tray  
W
L O  
Deskstand  
Telephone  
Base  
Line  
Cable  
Figure 3-18. Adjusting the Deskstand Height  
!ꢀꢁ Adjust the deskstand height. See Figure 3–18.  
a. To change the deskstand’s height from low to high, press the top  
rear center of the deskstand to release the tab.  
b. Pull the deskstand up and insert the tab into the slot in the module  
cover.  
c. To readjust the stand, see the instructions on the bottom of the  
card tray.  
!ꢂꢁ Power up the telephone. See Figure 3–19.  
a. Plug the D8W cord from the telephone into the 8-conductor (large)  
modular jack of the 400B or 400B2 adapter.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Multi-Function Modules  
Page 3-21  
AC Power  
Outlet  
Wall Jack  
D6AP  
Power  
Supply  
400B2 Adapter  
D8W  
More  
Home  
Menu  
Inspct  
20L  
ABC  
2
DEF  
3
v
Volume  
1
Feature  
Transfer  
MNO  
GHI  
4
PQRS  
7
JKL  
5
T8UV  
6
WXYZ  
9
HFAI  
Conf  
Drop  
Mute  
OPER  
0
Speaker  
Hold  
#
*
Figure 3-19. Powering Up the Telephone after Installing the MFM  
b. Connect one end of the D6AP cord to the 2-conductor (small)  
modular jack on the 400B or 400B2 adapter, and plug the other  
end into the modular jack of the 406943837 power supply. The  
total length of the cords connecting the power supply to the MLX  
telephone must be less than or equal to 50 ft. (15 m).  
!
CAUTION:  
Do not plug the D6AP cord into the 8-conductor (large)  
modular jack on the 400B or 400B2 adapter; doing so can  
cause electrical damage to the control unit and to the  
telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-22  
c. Plug the power supply into a 117-V AC outlet that is not controlled  
by a wall switch.  
d. Insert the plug end of the 400B or 400B2 adapter into the wall  
jack.  
!ꢃꢁ Test the MFM for T/R operation.  
See “Testing MLX Telephones with MFMs” in Chapter 7.  
!ꢄꢁ Attach the adjunct to the MFM. See “Installing Adjuncts.”  
Installing Adjuncts  
This section provides general instructions for connecting most adjuncts.  
NOTE:  
If you need to connect the adjuncts differently from the instructions  
on the system forms, record each jack and adjunct change on the  
appropriate system numbering form. See Appendix A, “System  
Numbering Forms.”  
! ꢀꢁ Connect one end of the cord packaged with the adjunct (usually a  
D4BU cord) to the adjunct.  
See the documentation packaged with the adjunct for instructions.  
! ꢂꢁ Check the system form for the adjunct you want to connect. Then  
refer to the appropriate step below.  
To connect an adjunct to an MLX telephone, go to Step 3.  
To connect an adjunct to a single-line telephone, go to Step 4.  
To connect an adjunct to an analog multiline telephone, go to  
Step 5.  
To connect an adjunct to a 012 or 016 (T/R) module, go to Step 6.  
When you connect adjuncts to telephones, make sure you route the  
adjunct and D8W telephone cords through the cord channel. See Figure  
3–20.  
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Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-23  
! ꢃꢁ Insert the other end of the adjunct cord into the TEL/OTHER jack on  
the back of the MLX telephone. Go to Step 7.  
To  
Adjunct  
D8W  
Cord Channel  
D4BU Connects to  
TEL/OTHER  
To  
400B  
Jack  
Line  
MLX-10  
Desk Telephone  
D8W  
Line  
MLX-10  
Wall-Mounted Telephone  
Figure 3-20. Routing the Cord(s) Through the Cord Channel  
! ꢄꢁ To connect an adjunct to a single-line telephone:  
a. Connect a 26A2 bridging adapter to the telephone.  
b. Connect the cord from the adjunct to the bridging adapter.  
c. Reconnect the cord from the control unit to the bridging adapter.  
d. Go to Step 7.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-24  
! ꢅꢁ To connect an adjunct to an analog multiline telephone:  
a. Connect a 4-pair cord to the OTHER jack on the telephone.  
b. Connect the other end to the VT jack on a General Purpose  
Adapter (GPA).  
c. Connect the cord from the adjunct to the TEL/EQUIP jack on the  
GPA.  
d. Go to Step 7.  
Refer to “General Purpose Adapter” below for additional  
information.  
! ꢆꢁ Insert the other end of the adjunct cord directly into the port for the  
logical ID on the 012 or 016 (T/R) module as indicated on the system  
form. Go to Step 7.  
! ꢇꢁ Test the adjunct by dialing its associated extension.  
General Purpose Adapter  
A General Purpose Adapter (GPA) lets you connect a T/R device—such  
as a single-line telephone or modem—to an analog multiline telephone.  
The device must be touch-tone, not rotary.  
NOTE:  
The GPA is intended for answer-only service, unless the telephone has  
direct access to a line. It does not have touch-tone receivers or pulse dial  
detectors; therefore, the associated analog multiline telephone must dial  
calls.  
The GPA cannot be used with a MERLIN II System Display Console.  
When the system forms indicate a GPA for installation of an adjunct, follow  
the steps below.  
! ꢀꢁ Plug one end of a 4-pair adjunct D8AC cord into the VT jack on the  
back of the GPA.  
! ꢂꢁ Plug the other end into the OTHER jack on the underside of the  
analog multiline telephone.  
! ꢃꢁ Plug the cord from the adjunct into the TEL EQUIP jack on the GPA.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-25  
! ꢄꢁ Slide the switch on the back of the GPA to the setting that provides  
the required service.  
Basic. This setting is used to dial and answer calls from an analog  
multiline telephone or to attach a T/R adjunct such as a single-line  
telephone or answering machine. Incoming calls ring only on the analog  
multiline telephone. This setting also allows the user to originate and  
receive calls on the telephone while using a computer with a modem  
attached to the GPA. However, if this setting is used, data calls cannot be  
answered automatically.  
Join. This setting is used to add a recording device or a single-line  
telephone to a call that is in progress on the telephone. You cannot  
originate or answer calls on this setting.  
Automatic. Use this setting when a GPA connects a modem to an  
analog multiline telephone for answering calls or answering machine.  
Dial Dictation Devices  
You can connect a dial dictation device to one of the following, as  
described earlier in this chapter:  
012 module  
016 (T/R) module  
MLX telephone with an MFM  
GPA and analog multiline telephone  
You can also connect a dial dictation device through a commercially  
available trunk adapter or a Universal Paging Access Module (UPAM)  
on a loop-start line/trunk jack with an external power supply unit.  
NOTE:  
Using any of the devices listed above, you cannot connect dial dictation  
devices that require contact closure. You can, however, connect such  
equipment through a UPAM, since it provides contact closure for the  
device.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-26  
Fax Machines  
You can connect a fax machine to one of the following, as described  
earlier in this chapter:  
012 module  
016 (T/R) module  
MLX telephone with an MFM  
The fax machine can send and receive fax calls independently of the  
telephone. Dial calls either from the fax machine’s dialpad or from an  
associated single-line telephone.  
Do not use a GPA to connect a fax machine to the system because the  
fax machine cannot dial out through the GPA.  
Group Calling Delay Announcement Devices  
You can connect a group calling delay announcement device to one of  
the following, as described earlier in this chapter:  
012 module  
016 (T/R) module  
MLX telephone with an MFM  
GPA and analog multiline telephone  
An industry-standard announcement device, such as a Digital  
Announcer Unit, provides Night Service information or announces to a  
caller that calling groups are busy.  
Credit Card Verification Terminals  
You can connect a credit card verification terminal to one of the  
following, as described earlier in this chapter:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-27  
012 module  
016 (T/R) module  
MLX telephone with an MFM  
If you connect a credit card verification terminal to an MFM, the terminal  
can place and receive calls independently of the MLX telephone.  
Do not use a GPA to connect a credit card verification terminal to the  
system because the terminal cannot dial out through the GPA.  
Headsets  
Headsets are designed for hands-free telephone use and consist of  
several components, depending upon whether manual or one-touch  
operation is used. Any Lucent Technologies headpiece works in either  
mode.  
Headpieces  
Six different headpieces are available. Each is light, comfortable, and  
uses a transparent voice tube to eliminate a cumbersome large  
microphone. Each comes with a 10-ft. (305-cm) coiled cord and a  
quick-disconnect latch.  
Mirage . This is a small, almost unnoticeable, monaural headset that  
uses a disk-shaped receiver. It can be worn on either ear, instead of a  
headband or ear tip. This headset is not useful in noisy environments.  
StarSet . This monaural headset is worn without a headband. It uses a  
soft, pliable ear tip that provides high-quality sound yet allows you to  
hear other conversations or instructions in the workplace.  
Supra Monaural. This monaural headset has an adjustable headband.  
It offers a soft, comfortable ear cushion that reduces surrounding noise,  
making it easier to understand the caller.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-28  
Supra Monaural Noise-Canceling (NC). Same as above with  
noise-canceling microphone to reduce background noise by up to 75  
percent.  
Supra Binaural. Sound in both ears with soft ear cushion and adjustable  
headband.  
Supra Binaural Noise-Canceling (NC). Same as above with  
noise-canceling microphone on flexible boom features windscreen and  
reduces background noise transmission by up to 75 percent.  
Manual Operation (Analog Multiline  
Telephones Only)  
Manual operation is appropriate when a headset is used occasionally.  
You pick up the handset to answer a call and replace it to hang up. The  
headset consists of the headpiece and a modular base unit. The  
headpiece plugs into the modular base unit, and the modular base unit  
connects to the telephone through the HANDSET jack on the side of the  
telephone. The telephone handset is plugged into the modular base unit.  
The modular base unit allows you to adjust the incoming volume, switch  
between the headset and handset as needed, and temporarily mute the  
line. (See Figure 3-21 on page 3-29.)  
One-Touch Operation (All Telephones)  
One-touch operation allows you to touch a button to answer a call. On  
analog multiline telephones, use a headpiece with a plug prong base  
unit and an adapter (502C). The headpiece connects to the plug prong  
base unit, which in turn connects to the adapter. The adapter plugs into  
the OTHER jack on the underside of the telephone. The plug prong unit  
provides switchhook control for answering calls by pressing a button.  
You can also adjust the incoming volume. On MLX telephones, the  
headpiece is attached to a modular base unit, which is attached to the  
telephone. The handset is also attached to the modular base unit. (See  
Figure 3-21 on page 3-29.)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-29  
OTHER Jack  
(underside)  
Headpiece  
Headpiece  
Modular  
Base  
Unit  
Modular  
Base  
Unit  
502C Adapter  
Plug Prong Base Unit  
M
L
X
Ho  
me  
-2  
8
D
Menu  
Inspc  
t
Move  
m
u
l
o
V
e
ru  
t
a
e
r
e
fs  
n
a
rT  
I
A
F
1
f
n
o
ABC  
e
t
u
Headpiece  
GHI  
2
DEF  
4
p
o
JKL  
3
Handset  
Jack  
r
e
k
p
PQR  
5
S
MN  
O
7
dlo  
H
TUV  
6
8
WX  
YZ  
Op  
9
er  
0
#
Handset Jack  
Manual Operation  
(Analog Multiline  
Telephones only)  
One-Touch Operation  
(Analog Multiline Telephones)  
One-Touch Operation  
(MLX Multiline  
Telephones only)  
Figure 3-21. Manual and One-Touch Headset Operation  
Loudspeaker Paging Systems  
Use a loudspeaker paging system to page co-workers and make  
announcements. You connect the paging system to the jack of an LS or  
GS line/trunk that is programmed for paging.  
Figures 3–22, 3–23, and 3–24 show various configurations for  
single-zone paging. Figures 3–25 and 3–26, later in this chapter, show  
single-zone and muti-zone paging configurations that include  
background music through a Magic on Hold audio source. Bidirectional  
paging, also called talk-back, is shown in Figure 3–26.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-30  
Dual-Tone Multifrequency (DTMF) Signaling  
You can connect external paging systems that use dual-tone  
multifrequency (DTMF) signaling, such as PagePac Plus with Zone  
Expansion Unit paging systems, to an LS or GS line/trunk jack  
programmed for paging operation, including bidirectional paging  
operation (talk-back). PagePac Plus does not require an adapter.  
Zone paging systems, such as the PagePac series, require one LS or  
GS jack. You can use any zone once the paging jack is activated.  
You must use a Universal Paging Access Module (UPAM), or PagePal  
(for PagePac series systems other than PagePac Plus) to connect a  
paging system that requires contact closure, an impedance-matching  
transformer, or both.  
Use a Loop Start Trunk Adapter when a customer-supplied paging  
system does not require contact closure.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-31  
PAGEPAC  
PLUS  
OUTPUTS  
Speaker  
PAGING  
INPUT  
117  
VAC  
MUSIC  
IN  
D4BU  
Cord  
s
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e
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8
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8
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CESOR  
PR  
POW  
ER  
C
ON  
OF  
F
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rn  
o
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ff  
b
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in  
re  
m
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r
v
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in  
m
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AG INPUT  
INP  
UT  
FR  
GND  
Control Unit  
Figure 3-22. Single-Zone Paging with PagePac Plus  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-32  
CUSTOMER-SUPPLIED AMPLIFIER  
OUTPUTS  
voice  
coil  
Speaker  
J4  
J5  
PAGE INPUT  
J1  
D4BU  
Cord  
117 VAC  
)
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8
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8
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HARRIS/ DRACON  
M
0
8
0
4
4
0
8
Model  
CESOR  
PR  
Loop-Start Trunk  
Adapter  
22050-900  
J2  
J1  
D4BU  
Cord  
POW  
ER  
C
+24V  
ON  
OFF  
T
u
rn  
o
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p
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re  
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le  
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POWER  
CABLE  
AG INPUT  
PUT  
FR  
GND  
GND  
+
117 VAC  
WHEELOCK  
POWER SUPPLY  
Control Unit  
MODEL EPS-2401  
WARNING! The black wire from the LS trunk adapter power cable  
must be connected to the + (positive) input of the Wheelock PS. The grey on  
black wire must be connected to the - (negative) input.  
Figure 3-23. Single-Zone Paging with Customer-Supplied Amplifier  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-33  
PAGEPAC 20  
OUTPUT  
Speaker  
PAGING  
INPUT  
Connection  
D4BU  
Cord  
117  
VAC  
Block  
MUSIC  
IN  
103 A  
12345678  
)
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L
s
s
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Universal  
S
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0
8
0
4
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8
4
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8
0
4
0
8
4 0 8  
14  
Paging  
Access  
Module  
CESOR  
PR  
15  
103 A  
4 PT  
5 PR  
12345678  
BOGEN  
Model PAM  
POW  
ER  
CC405258013  
ON  
OF  
DIW  
F
ACCESS MODE  
AUTO-MANUAL  
Tu  
po  
in  
rn  
w
of  
Set the  
f
er  
be  
fo  
re  
se  
rt  
in  
re  
g
m
or  
in  
g
ov  
m
od  
ul  
es  
AG INPUT  
Access Mode  
switch to  
MANUAL  
FR  
GND  
29 R  
30 T  
PBX  
26  
27  
POWER  
CABLE  
+24V  
GND  
Control Unit  
+
117 VAC  
WHEELOCK  
POWER SUPPLY  
MODEL EPS-2401  
Figure 3-24. Single-Zone Paging with UPAM  
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MERLIN LEGEND Communications System Release 6.1  
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Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-34  
MERLIN Identifier  
MERLIN Identifier allows the use of local telephone company caller  
identification services to receive, store, and use calling party number  
information. Before installation, verify that this service provided by the  
central office is available on the lines to be connected. Each MERLIN  
Identifier consists of the following:  
A control unit, which must be located near the MERLIN LEGEND  
control unit  
Up to four individual display units, which can be mounted on  
analog multiline telephones or wall-mounted for both analog and  
MLX telephones  
An administrative keyboard  
Optional equipment includes an administrative display, a PC, and a  
serial printer.  
For detailed instructions, see MERLIN Identifier Installation and  
Administration.  
When MERLIN Identifier is used with MLX telephones, a pair of  
installer-wired 104A termination outlets is required for each MLX set that  
is connected to a MERLIN Identifier display unit.  
Modems  
You can connect a modem to one of the following:  
Single-line telephone  
MLX telephone with an MFM  
GPA and analog multiline telephone  
NOTE:  
When a modem is connected to the TEL/OTHER jack on the MLX  
telephone equipped with an MFM, data calls can be made from the  
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MERLIN LEGEND Communications System Release 6.1  
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Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-35  
modem independently of the MLX telephone. Users dial data calls  
from the data terminal keyboard.  
See Chapter 6, “Connecting Data Equipment,” for complete information  
on connecting data equipment.  
®
Music On Hold and Magic on Hold  
You can connect a Music On Hold device to an LS or GS line/trunk jack  
programmed for Music On Hold. The system supports one such  
connection, either Magic on Hold or a customer-owned music source.  
The external music coupler (PEC 61398) uses an 8-ohm music source  
and two attenuation controls for setting the music level.  
NOTE:  
PagePac Plus equipment can be used with a loudspeaker system  
to provide music. Or it can provide paging without a music coupler.  
If the equipment uses rebroadcasted music or other copyrighted  
materials, the customer is required to obtain a copyright release  
and may also require a copyright license from, and pay license fees  
to, a third party, such as the American Society of Composers,  
Artists, and Producers (ASCAP), or Broadcast Music Incorporated  
(BMI). To bypass the release and license requirement, the  
customer can purchase a Magic on Hold system from Lucent  
Technologies, which does not require such a license.  
Figures 3–25 and 3–26 show different background music configurations  
with single-zone and multizone paging.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-36  
PAGEPAC 20  
OUTPUTS  
PAGING  
Speaker  
INPUT  
Connection  
117  
VAC  
D4BU  
Cord  
MUSIC  
IN  
Block  
Control  
Unit  
103 A  
12345678  
)
/
L
s
s
T
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e
13  
n
n
i
A
(
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L
h
s
e
n
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p
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d
i
le  
s
t
e
UNIVERSAL  
PAGING  
T
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p
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l
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e
T
it  
S
S
L
ig  
L
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r
g
14  
D
X
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lo  
S
2
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a
S
1
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n
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0
8
0
4
A
8
4
M
8
0
4
0
8
4 0 8  
15  
ACCESS  
MODULE  
PCESOR  
103 A  
4 PT  
5 PR  
MUSIC  
PORT  
12345678  
BOGEN  
Connection  
Block  
Model PAM  
CC405258013  
ACCESS MODE  
AUTO-MANUAL  
Set the  
POWE  
R
Access Mode  
switch to  
CI
ON  
OFF  
Tu  
rn  
of  
po  
f
29 R  
30 T  
w
er  
be  
in  
re  
fo  
re  
se  
ov  
rti  
ng  
m
or  
in  
m
g
od  
ul  
es  
MANUAL  
PBX  
AG INPUT  
PUT  
FR  
GND  
26  
27  
POWER  
CABLE  
+24V  
GND  
D4BU  
Cord  
+
117 VAC  
Standard  
Phono  
WHEELOCK  
POWER SUPPLY  
Patch Cord  
MODEL EPS-2401  
BKGD  
MOH  
OUT  
MOH  
-
Music Source  
VOL  
POWER  
PLAY  
RECORD  
P
MUSIC IN  
U
S
H
Music Coupler  
CC405476452  
KS-23395L-2  
MAGIC ON HOLD  
Figure 3-25. Single-Zone Paging with Background Music and  
Magic on Hold  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-37  
PAGEPAC PLUS  
MUSIC IN  
J2  
J3  
117 VAC  
AmpliCenter  
PAGE INPUT  
J1  
D4BU  
Cord  
P3  
P1  
CK  
SWITCH  
DL  
LS  
GS  
Controller  
PAGE INPUT  
J101  
J40  
s
e
n
o
h
p
e
l
e
T
)
l
a
e
n
   T
t
i
g
i
D
X
(
L
X
M
012  
L
8
M
8
o
  T
8
0
4
o
 t
     i
4
     /
0
0
8
4
P
Zone  
Expansion  
Unit  
D4BU  
Cord  
MUSIC  
PORT  
POWE  
R
IN  
ON  
Mic/Speaker  
Mic/Speaker  
Mic/Speaker  
OFF  
T
u
r
n
o
f
f
power before  
inserting or  
removing  
modules  
AG INPUT  
UT  
FR  
GND  
Control  
Unit  
Standard Phono  
Patch Cord  
BKGD  
MOH  
OUT  
MOH  
-
VOL  
Music Source  
P
O
W
E
R
P
LA  
Y
R
E
C
O
R
D
PUS  
H
MUSIC IN  
Music Coupler  
CC405476452  
KS-23395L-2  
MAGIC ON HOLD  
Figure 3-26. Multizone Paging with Background Music, Magic on Hold,  
and Bidirectional Paging (Talk-Back)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-38  
Supplemental Alerts  
Alerting devices notify people working in noisy areas of outside,  
transferred, and intercom calls. Connect an alert to one of the following:  
Single-line telephone  
MLX telephone with an MFM  
Supplemental Alert Adapter (SAA) and analog multiline telephone  
Alerts compatible with the SAA include horns, bells, chimes, and  
strobes. See “Supplemental Alert Adapter” for installation instructions.  
NOTE:  
The MFM in SAA mode and SAA support devices operate on 48 V  
DC.  
You can connect alerts operating on 20 through 30 Hz to either an MFM  
in tip/ring mode or a single-line telephone jack.  
Supplemental Alert Adapter  
If the system forms indicate a bell, horn, chime, or strobe with an analog  
multiline telephone, follow the steps below to install an SAA. See Figure  
3–27.  
! ꢀꢁ Plug the telephone cord into the TELEPHONE jack on the SAA.  
! ꢂꢁ Plug the cord from the alert device into the ALERTER jack on the  
SAA.  
! ꢃꢁ Plug the cord from the telephone wall jack into the CONTROL UNIT  
jack on the SAA.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-39  
Supplemental Alert Adapter  
CONTROL  
UNIT  
TELEPHONE  
ALERTER  
ON OFF  
Telephone  
Wall Jack  
Conference  
Drop  
Transfer  
Hold  
ABC  
2
DEF  
3
1
GHI  
4
MNO  
6
JKL  
5
WXY  
9
PRS  
7
TUV  
8
Oper  
0
*
#
Message  
Recall  
HFAI/Mic  
Alerter  
Speaker-  
phone  
Figure 3-27. Installing the Supplemental Alert Adapter  
Unsupported Telephones, Adjuncts,  
and Adapter  
Do not connect the following analog telephone adjuncts and adapters to  
the system. Doing so may cause damage to the device or the system.  
Basic Telephone and Modem Interface (BTMI)  
Basic Telephone and Modem Interface 2 (BTMI-2)  
ATR Interface (ATRI)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-40  
MTR Interface (MTRI)  
Off-Premises Extension Unit (OPX)  
System 25 Direct Extension Selector (DXS)  
See Table 3–1 for additional notes on unsupported telephones and  
adjuncts.  
Table 3-1. Unsupported Telephones and Adjuncts  
Model  
Notes  
510D Personal Terminals  
DCP telephones  
Digital Communications Protocol (DCP)  
7400 telephones and adjuncts (asynchronous data units  
and multiple asynchronous data units) that use DCP and  
are supported on the MERLIN II Communications System  
MET telephones  
Multibutton electronic telephones (METs) and adjuncts  
used with the Dimension PBX and Horizon systems  
Single-line telephones  
(with neon  
Message light does not work  
message-waiting lights)  
Analog telephone adjuncts  
Basic telephone modem interface (BTMI); BTMI-2;  
off-premises extension (OPX) unit; System 25 Direct  
Extension Selector (DXS); DSS attached to a 34-button  
Deluxe membrane  
Single-Line Telephones  
Releases prior to Release 3.0 system support the single-line telephones  
listed in Table 3–2.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-41  
Table 3-2. Single-Line Telephones  
Model  
Description  
2500MMGB  
2554MMGJ  
Basic desk telephone  
Basic wall telephone  
*
2500YMGK  
Basic desk telephone with Message light and Recall button; Recall  
button used instead of switchhook for features that require a switchhook  
flash.  
2500SM  
Basic desk telephone used with 4A speakerphone  
Basic desk telephone with built-in headset jack  
Outdoor telephone used with weatherproof enclosure  
2514BMW  
2526BMG  
*
7101A  
Basic desk telephone with Message light and Recall and Disconnect  
buttons. No adjuncts supported.  
7102A  
Basic desk telephone with Message light lamp and Recall button. The  
101 and 201 speakerphones and the 500 headsets are supported. Can  
be used for power-failure transfer (PFT) extensions.  
*
CS6402UO1A  
Basic desk telephone, Feature Phone Model 420. Has built-in  
speakerphone, memory, and redial.  
2500MMGJ  
2500MMGK  
Basic desk telephone  
Basic desk telephone with Recall button; Recall button used instead of  
switchhook for features that require switchhook flash.  
8102  
Basic desk telephone with jack to support headset adapters and  
speakerphone adjuncts.  
8110  
Basic desk telephone with a built-in speakerphone with volume control  
and Mute button with LED indicator.  
500MM  
554BMPA  
500SM  
Basic telephones equipped with rotary dials so no system features  
requiring * and # can be used. Telephones with neon Message lights  
are not supported.  
*
Vintage telephone, no longer available for sale or lease  
Although the 8102 can be connected to a speakerphone and the 8110 has a  
speakerphone, they cannot be used for group paging (not supported on single-line  
telephones). The auto answer function on the 8110 must be disabled.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Adjuncts  
Page 3-42  
Single-Line Telephones in Release 3.0 and Later  
In Release 3.0 and later, only single-line telephones with positive  
disconnect are fully supported as system telephones (any single-line  
telephones, equipped with a ground-start button if necessary, can be  
used as PFT telephones). Older single-line telephones can be used with  
Release 3.0, but their operation is slightly different. Table 3–3 lists the  
single-line telephones supported in Release 3.0 and later.  
Table 3-3. Single-Line Telephones Supported by Release 3.0 and Later  
Model  
Description  
2500 YMGL  
Basic desk telephone with Message light and Flash button; Flash  
button is used instead of the switchhook for features that require a  
switchhook flash, such as Transfer and Hold  
8101  
Basic desk telephone with Message light and Flash button; Flash  
button is used instead of the switchhook for features that require a  
switchhook flash, such as Transfer and Hold  
VideoPhone 2500 Provides interactive, small-screen video when both parties use one  
Picasso Still-  
Image Phone  
Allows 2 parties with Picasso Still-Image Phones to transmit and  
simultaneously discuss full-color images when they view over  
customer-supplied TV monitor or flat-panel LCD (liquid crystal  
display) monitor  
3129-WTWA  
3129-WRWA  
3129-WAWA  
3129-WNWA  
Touch-tone outdoor telephone equipped with cast aluminum housing,  
armored handset cord with bell ringers  
Rotary dial outdoor telephone equipped with cast aluminum housing,  
armored handset cord with bell ringers  
Auto dial outdoor telephone equipped with cast aluminum housing,  
armored handset cord with bell ringers  
Non-dial, automatic ringing on dedicated circuit outdoor telephone  
equipped with cast aluminum housing, armored handset cord with  
bell ringers  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Direct Station Selectors  
Page 3-43  
Installing Direct Station Selectors  
The Direct Station Selector (DSS) is an optional piece of telephone  
equipment. You can connect up to two DSSs to an MLX-28D or  
MLX-20L telephone that is programmed as an operator console.  
Considerations  
Review the following items before you begin the installation procedure.  
Connect the DSSs before you assemble the MLX telephones.  
Auxiliary power is required under the following circumstances:  
— An MLX telephone with an MFM and two DSSs requires a  
406743419 power unit.  
— An MLX telephone without an MFM, but with two DSSs,  
requires a 406943837 power unit, 400B adapter, and the  
D6AP cord provided with the MFM.  
— An MLX telephone with one DSS and an MFM requires a  
406943837 power unit, 400B adapter, and the D6AP cord  
provided with the MFM.  
— If one carrier has three or more MLX telephones, each with  
a DSS attached, use a 406943837 power unit, 400B  
adapter, and D6AP cord for each MLX telephone and DSS  
after the first two.  
The total length of cords between the KS22911-L2 or 406743419  
power supply and the MLX telephone must not be more than  
50 ft. (15 m).  
Do not replace the 2-ft. (61-cm) D8AC cord (packaged with the  
DSS) with a longer cord. Improper operation may result.  
Connect each KS22911-L2 power supply to an AC outlet that is  
not controlled by a wall switch.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Direct Station Selectors  
Page 3-44  
To connect a DSS, follow the steps below. If you are connecting two  
DSSs to the telephone, unpack the second DSS before you start.  
! ꢀꢁ Adjust the angle of the DSS.  
The DSS is packed fully assembled with the deskstand in the low  
position. If you prefer the low position, go to Step 2.  
To adjust the angle of the DSS to the high position:  
a. Place the DSS face down on a flat surface.  
b. Press on the top rear center of the stand to release the tab,  
then pull the stand toward you and away from the DSS.  
c. Insert the tab at the bottom of the stand into the other slot.  
d. Lower the stand and press the tab at the top into the  
corresponding slot on the DSS.  
! ꢂꢁ Install the D8AC cord on the DSS.  
a. Plug one end of the D8AC cord into the IN jack on the DSS.  
b. Route the D8AC cord through the cord channel on the left  
side of the DSS.  
c. If you are installing only one DSS, go to Step 4.  
If you are installing two DSSs, repeat Steps 1 and 2 for the  
second DSS, then go to Step 3.  
! ꢃꢁ Wire the two DSSs. See Figure 3–28.  
a. Place the two DSSs side by side and face down.  
b. Route the D8AC cord from the IN jack on the second DSS  
(DSS2) through the cord channel on the first DSS (DSS1).  
c. Plug this D8AC cord into the OUT jack on DSS1.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Direct Station Selectors  
Page 3-45  
D8AC  
D8W  
LINE  
DSS  
DSS 1  
D8AC  
DSS 2  
MLX Telephone  
D8W  
LINE  
DSS  
IN  
OUT  
IN  
MLX Telephone  
DSS 2  
DSS 1  
Figure 3-28. Connecting One or More DSSs  
! ꢄꢁ Wire the telephone to the DSS unit(s). See Figure 3–28.  
a. Remove the handset from the telephone, then place the telephone  
face down on a flat surface to the right of the upside-down DSS  
unit(s).  
b. Plug the D8AC cord from the IN jack on the DSS1 into the DSS  
jack on the telephone; then route the cord through the cord  
channel.  
c. Plug the D8W line cord into the LINE jack on the MLX telephone.  
The D8AC and D8W cords share the cord channel on the  
telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Direct Station Selectors  
Page 3-46  
AC Power  
Outlet  
Wall Jack  
D6AP  
Power  
Supply  
400B2 Adapter  
D8W  
More  
Home  
Menu  
Inspct  
0L  
ABC  
2
DEF  
3
v
Volume  
1
Feature  
Transfer  
MNO  
GHI  
4
PQRS  
7
JK5L  
T8UV  
6
WXYZ  
9
HFAI  
Conf  
Drop  
Mute  
OPER  
0
Speaker  
Hold  
#
*
Figure 3-29. Wiring for Auxiliary Power  
! ꢅꢁ Turn the telephone and the DDS unit(s) face up with the telephone  
now to the left of the DDS unit(s). See Figure 3–29.  
! ꢆꢁ Insert one end of the coiled H4DU handset cord into the handset  
and the other end into the jack on the side of the telephone.  
! ꢇꢁ If auxiliary power is not required, plug the D8W cord into the wall  
jack and then go to Step 9.  
! ꢈꢁ If auxiliary power is required, refer to the following steps and  
Figure 3–29. The combined total length of the D6AP and D8W cords  
you use must not be more than 50 ft. (15 m).  
a. Plug the D8W cord from the telephone into the 8-conductor  
modular jack of the 400B or 400B2 adapter.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Direct Station Selectors  
Page 3-47  
b. Connect one end of the D6AP cord to the 2-conductor (small)  
modular jack on the 400B or 400B2 adapter, and plug the other  
end of the D6AP cord into the modular jack of the 406943837 or  
406743419 power supply.  
!
CAUTION:  
Do not plug the D6AP cord into the 8-conductor (large) modular  
jack of the 400B or 400B2 adapter. Doing so can cause electrical  
damage to the control unit and to the telephone.  
c. Insert the plug end of the 400B or 400B2 adapter into the wall  
jack.  
d. Plug the power supply into a 117-V AC outlet.  
! ꢉꢁ Label the DSS designation cards.  
a. Pull the tab at the top of the large plastic cover and rotate the  
cover towards you.  
b. Remove the cover and the large designation card.  
c. Write or type the button assignments on the card. (For DSS1, use  
the side that is labeled 00–49; for DSS2, use the side labeled  
50–99.)  
The button assignments on the designation card should be by dial  
plan extension number, not by logical ID port number.  
d. Replace the card and the plastic cover; make sure the coated side  
of the cover is facing up.  
e. Repeat this step to remove the small plastic cover and to label the  
small designation card.  
NOTE:  
If the MLX telephone attached to the DSS is unplugged from the control  
unit and then plugged in again, the display on the telephone may  
disappear. Press the Home button to bring back the display.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-48  
Assembling MLX Telephones  
You will need to assemble an MLX telephone before connecting it to the  
control unit. For all other telephones, skip to “Connecting Telephones to  
the Control Unit on page 3-58.”  
Considerations  
Review the following items before you begin the procedure:  
MLX telephones are packed with the deskstand in the low  
position. You can use the deskstand as is, raise it to a higher  
angle, or remove it. To adjust or remove the stand, see Step 1 of  
the following instructions. (The diagram on the bottom of the user  
card tray also shows how to adjust the stand.)  
You cannot wall-mount MLX-20L and MLX-28D telephones.  
If you wish to wall-mount an MLX-5, MLX-5D, MLX-10, MLX-10D,  
MLX-10DP, or MLX-16 DP telephone, you must remove the  
deskstand first. (Wall-mounting an MLX-5D,MLX-10D,MLX-10DP,  
or MLX-16DP telephone can make the display hard to read.)  
A 630B Phonemount (not included) is also required to mount an  
MLX-5, MLX-5D, MLX-10, MLX-10D, MLX-10DP, or MLX-16DP  
telephone on the wall.  
To connect an adjunct (such as an alert, modem, or fax machine)  
to an MLX telephone, the telephone must have an MFM installed  
in it. If you have not already done so, refer to “Installing  
Multi-Function Modules,” on page 3-2.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-49  
Pull Up  
and  
Away  
Press  
Center Tab  
Figure 3-30. Adjusting or Removing the Deskstand  
To assemble an MLX telephone, follow the steps below.  
! ꢀꢁ Remove or adjust the deskstand. See Figure 3–30.  
If you want to leave the deskstand in the low position, go to  
Step 2.  
If you want to adjust the angle of the deskstand, or remove it in  
order to wall-mount the telephone:  
a. Place the telephone face down on a flat surface.  
b. Press on the top rear center of the deskstand to release the  
tab, then pull it up towards you.  
c. Insert the tab into the slot in the module cover to adjust the  
height.  
d. To remove the deskstand, continue to pull it up and away  
from the telephone.  
e. Release the deskstand from the front slot.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-50  
To  
Adjunct  
D8W  
D8W  
Cord Channel  
D4BU Connects to  
To  
TEL/OTHER  
400B  
Jack  
Line  
Line  
MLX-10  
Desk Telephone  
MLX-10  
Wall-Mounted Telephone  
Figure 3-31. Connecting the Line Cords  
! ꢂꢁ Connect the line cords. See Figure 3–31.  
a. Plug one end of the D8W cord into the LINE jack on the bottom of  
the phone.  
b. Route the D8W cord through the cord channel on the back of the  
telephone.  
c. If the telephone is for desktop use, turn it face up and plug the  
D8W cord into the wall jack.  
d. Insert the other end of the coiled H4DU handset cord into the jack  
on the side of the telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-51  
MLX-10  
Paper  
Clip  
MLX-10  
>
ABC  
2
DEF  
3
Volume  
>
1
GHI  
4
JKL  
5
MNO  
6
Feature  
Transfer  
HFAI  
Mute  
Conf  
Drop  
Hold  
PQRS  
7
W9XYZ  
TUV  
8
Oper  
0
Speaker  
#
*
Figure 3-32. Removing the Extension Label  
! ꢃꢁ Connect the handset.  
Insert one end of the coiled H4DU handset cord into the handset.  
! ꢄꢁ Label the extension identification card.  
a. Insert a straightened paper clip into the hole on the side of the  
plastic cover while holding your finger on the opposite edge; use  
the paper clip to push and lift the cover. See Figure 3–32.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-52  
MLX-10  
MLX-10  
555-1234  
>
ABC  
2
DEF  
3
Volume  
>
1
GHI  
4
JKL  
5
MNO  
6
Feature  
Transfer  
HFAI  
Mute  
Conf  
Drop  
Hold  
Oper  
0
Speaker  
#
*
Figure 3-33. Labeling the Extension  
b. Type or write the assigned extension number on the card. See  
Figure 3–33.  
c. If you are wall-mounting an MLX-10, MLX-10D, or MLX-10DP  
telephone, go to Step 5. If you are assembling a desk telephone,  
go to Step 6.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-53  
MLX-10  
MLX-10  
>
ABC  
2
DEF  
3
Volume  
>
1
GHI  
4
JKL  
5
MNO  
6
Feature  
Transfer  
HFAI  
Mute  
Conf  
Drop  
Hold  
PQRS  
7
W9XYZ  
TUV  
8
Oper  
0
Speaker  
#
*
Figure 3-34. Removing the Handset Holder  
MLX-10  
MLX-10  
>
ABC  
DEF  
Volume  
>
1
2
3
GHI  
4
JKL  
5
MNO  
6
Feature  
Transfer  
HFAI  
Mute  
Conf  
Drop  
Hold  
PQRS  
7
TUV  
8
W9XYZ  
Oper  
0
Speaker  
#
*
Figure 3-35. Rotating the Handset Holder  
! ꢅꢁ Prepare the handset holder for wall-mounting.  
a. Remove the handset holder by pushing it up and pulling it out.  
See Figure 3–34.  
b. Rotate the handset holder 180 degrees and replace it in its slot.  
See Figure 3–35.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-54  
MLX-10  
MLX-10  
555-1234  
>
ABC  
2
DEF  
3
Volume  
>
1
GHI  
4
JKL  
5
MNO  
6
Feature  
Transfer  
HFAI  
Mute  
Conf  
Drop  
Hold  
PQRS  
7
W9XYZ  
TUV  
8
Oper  
0
Speaker  
#
*
Figure 3-36. Replacing the Extension Label  
! ꢆꢁ Replace the extension label and plastic cover.  
a. Insert one end into the slot and snap the other end into place. See  
Figure 3–36.  
b. If you are mounting an MLX-5, MLX-5D, MLX-10, MLX-10D,  
MLX-10DP, or MLX-16DP wall telephone, go to Step 7. If you are  
assembling a desk telephone, go to Step 8.  
! ꢇꢁ Wall mounting an MLX-5, MLX-5D, MLX-10, MLX-10DP, MLX-10D, or  
MLX-16DP telephone.  
a. Turn over the telephone and remove the jack guard from the  
TEL/OTHER jack area; set the telephone aside.  
b. Unpack the 630B Phonemount and remove the modular jack from  
the backplate.  
c. Route the D8W cord (or DIW cable) through the hole in the  
backplate and have it exit at the top of the backplate; leave 10 in.  
(25 cm) of cord to connect the telephone. See Figure 3–37.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-55  
Jack Plug  
Jack Guard  
Mounting Plate  
630B  
Phone  
Mount  
Figure 3-37. Mounting the Backplate  
d. Attach the backplate to the wall; see the instructions provided with  
the 630B Phonemount.  
e. Insert the two short screws provided with the Phonemount into the  
mounting plate. Be sure to thread the upper screw through the  
jack guard. See Figure 3–37.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Assembling MLX Telephones  
Page 3-56  
D8W  
Mounting  
Plate  
630B  
Figure 3-38. Routing the Cord Through the Backplate  
f. Plug the free end of the cord into the LINE jack on the back of the  
telephone. Route the cord through the cord channel above the  
jack. See Figure 3–38.  
g. Position the telephone on the mounting plate studs and then slide  
the telephone down to lock it in place. To remove the telephone,  
slide it up and off.  
! ꢈꢁ Label the button assignment card.  
a. Pull the tab at the top of the plastic cover toward you.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Installing Cordless or Cordless/Wireless Telephones  
Page 3-57  
b. Type or write the button assignments on the card.  
c. Insert the card and replace the plastic cover. Be sure the textured  
side of the cover is facing you.  
! ꢉꢁ Adjust the contrast on the telephone’s display.  
For an MLX-20L telephone, slide the lever on the top of the  
telephone.  
For an MLX-5D, MLX-10D, MLX 10DP, MLX-16DP, or MLX-28D  
telephone, press the Menu button and select &QWUVW; follow the  
display prompts.  
Installing Cordless or  
Cordless/Wireless Telephones  
The sections below describe the ways you can connect MDC 9000  
cordless or MDW 9000/9010 cordless and wireless telephones to the  
system.  
MDC 9000 Cordless Telephone  
You can connect the base unit of the MDC 9000 to an analog extension  
jack.  
MDW 9000/9010 Cordless/Wireless Telephones  
The following is a brief overview of procedures and considerations for  
installation of the MDW 9000/9010 telephone. For more detailed  
information, see the installation guide that comes with the telephone.  
If possible, place the radio module of a wireless telephone in the  
same room and on the same wall as the MERLIN LEGEND  
Communications System control unit.  
A minimum distance of 3 ft. is required between the radio base  
and the control unit. The radio module must be within 24 ft. of a  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-58  
properly grounded 3-prong AC outlet that is not controlled by a  
wall switch and connects to the control unit through an analog  
multiline jack with a line connector.  
The charging base station requires only a three-prong AC outlet  
that is not connected to a wall switch.  
The telephone handset must be within range of the radio base.  
The indoor range is 400 through 600 ft. and the outdoor range is  
up to 1000 ft.  
Except while charging, the handset does not need to be located  
near the charging base.  
Connecting Telephones  
to the Control Unit  
The way you connect telephones to the control unit depends on the  
number of telephones you are connecting. For 24 telephones or less,  
use a direct connection. For 25 telephones or more, use cross-connect  
fields.  
For building cross-connect fields, use one of the following wiring kits:  
Interconnect Wire. This complete wiring kit contains 110  
jack-panel blocks, a template, wiring troughs, D-rings, and D8W  
cords.  
Systimax. This complete wiring kit contains 110 termination  
blocks with modular jacks, a 110A field-termination block, a  
template, wiring troughs, D-rings, and patch cords.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-59  
Considerations  
Review the following items before you begin the procedure:  
If the way you connect the telephones differs from the instructions  
on the system forms, record each jack and telephone change on  
Form 2a, System Numbering: Extension Jacks. See Appendix A,  
“System Numbering Forms.”  
If you use staples to attach the cords to walls or baseboards,  
make sure you do not pierce the cords.  
If an MLX telephone or analog multiline telephone is in a different  
building from the control unit, and is within 1000 ft. (305 m) of the  
control unit, connect the telephone to the control unit, using two  
In-Range Out-of-Building (IROB) protectors.  
Make sure you use an MLX-specific IROB protector for an MLX  
telephone, and an analog multiline-specific IROB protector for an  
analog multiline telephone.  
See the documentation packaged with the IROB protector for  
complete installation instructions.  
If the single-line or T/R telephone is 1000 ft. (305 m) or further  
from the control unit, connect the telephone to the control unit  
using an Off-Premises Range Extender (OPRE).  
See the documentation packaged with the OPRE for complete  
installation instructions.  
!
CAUTION:  
Take extreme care to make sure that you connect MLX  
phones only to MLX modules; a mismatch could damage  
the ports and cause them to stop functioning.  
Incorrect wiring can result in users not being able to place  
outgoing calls. Make sure you use the proper cord. For all  
GS/LS modules:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-60  
Use a D2R cable from an RJ11 jack.  
Do not use the Brand-Rex Quad cable from an E66 block.  
If you cannot avoid using the Brand-Rex Quad cable,  
reverse the tip and ring leads at the E66 block to correct  
the mismatch.  
To avoid introducing power supply noise into system wiring,  
allow at least 3 in. (7.62 cm) of clearance between the  
basic carrier’s power supply and any wiring or termination  
hardware located to the left of the control unit.  
!
WARNING:  
National and local building codes specify the type of cable required  
for telecommunication wiring. For example, indoor wiring (DIW  
cable) cannot be used inside or on top of air plenums or ducts,  
along hot pipes, or across walkways.  
Consult your local ordinances and regulations for proper cable  
selection.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-61  
Wiring a Telephone for Two Voice Pairs  
If an analog telephone requires either the Voice Announce to Busy  
feature or voice and data operating independently, use a bridging  
adapter to assign two adjacent odd/even telephone jacks (for example,  
01 and 02, 13 and 14) on an analog telephone module to that telephone.  
This provides the telephone with the two voice pairs needed to use  
these features. See Figure 3-39 on page 3-62.  
NOTE:  
The numbers of these telephone jacks are boxed on the system  
forms. In Figure 3-39 on page 3-62, the label on the bridging  
adapter refers to the default dial plan extension number, not the  
telephone port number.  
The even jack on the bridging adapter should be connected to the  
odd-numbered telephone port, and the odd jack on the bridging  
adapter should be connected to the even-numbered telephone  
port.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-62  
408 408 408 408 408  
Central  
Office  
Lines  
Bridging  
Adapter  
(BR-241-B1)  
EVEN #  
Station  
D8W  
ODD #  
Line  
Telephone  
Figure 3-39. Connecting Two Voice Pairs to a Telephone Using a Bridging  
Adapter (BR-241-B1)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-63  
Removing Damaged Connecting Blocks  
In some cases, a connecting block becomes damaged and must be  
removed.  
To remove a damaged connecting block, follow the steps below:  
! ꢀꢁ Remove the wires or the patch cord from the connecting block.  
If you have Interconnect Wiring, use long-nosed pliers to remove  
the telephone wires, and tag the wires with tape to identify their  
positions.  
If you have Systimax wiring, pull off the patch cord.  
! ꢂꢁ Place a 788K1 retainer tool against the conductor pairs beneath the  
connecting block to be removed. See Figure 3–40.  
! ꢃꢁ Use pliers to grip the connecting block in the center. See Figure  
3–40.  
! ꢄꢁ Move the block gently up and down and pull it out.  
! ꢅꢁ If a conductor wire is accidentally pulled from a block, pull it with  
the long-nosed pliers to get some slack.  
Use your fingers to lay the conductor wire back in its slot in the  
index strip, and then reseat it with the D-impact tool.  
! ꢆꢁ Seat the new connecting block by using the 788J1 impact tool.  
! ꢇꢁ Replace the telephone wire onto the connecting block.  
If you have Interconnect Wiring, remove the tag from the  
telephone wires and use the D-impact tool to reseat the wires.  
If you have Systimax wiring, attach the patch cord to the  
connecting block.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Telephones and Adjuncts  
Connecting Telephones to the Control Unit  
Page 3-64  
Pliers  
788 K1  
Retainer Tool  
Figure 3-40. Removing the Connecting Block  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Connecting the Control Unit to the Network Interface  
Page 4-1  
Connecting the Control Unit to the  
Network Interface  
4
4
NOTE:  
Refer to page 4-18 when connecting a DEFINITY ECS or  
DEFINITY ProLogix to a MERLIN LEGEND Communications  
System or a MERLIN LEGEND Communications System to  
another MERLIN LEGEND Communications System in the same  
building for correct wiring at the cross connect field.  
The way you connect the control unit to the network interface depends  
on the type of network interface that is installed. While there are many  
ways you can do this, the methods discussed in this chapter are usually  
best.  
!
CAUTION:  
The local telephone company is responsible for providing  
appropriate protection for central office trunks. Do not  
connect the central office trunks until you are certain that  
they are properly protected. See “Central Office Trunk  
Protection” in Chapter 2 for details.  
To avoid coupling power supply noise onto system wiring,  
allow at least 3 in. (7.62 cm) of clearance between the basic  
carrier’s power supply and any wiring or termination  
hardware located to the left of the control unit.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-2  
If the network interface is greater than 25 ft. (7.62 m) from  
the control unit, connect the control unit to the network  
interface, using an Off-Premises Range Extender (OPRE).  
See the documentation packaged with the OPRE for  
complete installation instructions.  
If you use staples to attach the cords to walls or  
baseboards, make sure you do not pierce the cords.  
National and local building codes specify the type of cable  
required for telecommunications wiring. For example, you  
cannot use indoor wiring (DIW) cable inside or on top of air  
plenums or ducts, along hot pipes, or across walkways.  
Consult your local ordinances and regulations for proper  
cable selection.  
Wiring  
The local telephone company should have installed the network  
interface (the central office trunks) already. Before you install the  
system, verify that the network interface is the proper type and that it is  
within 25 ft. (7.6 m) of the control unit. If the network interface is more  
than 25 ft. (7.6 m) from the control unit, make sure you have an OPRE.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-3  
The adapter you need to connect the central office trunks to the control  
unit depends on the type of network interface installed, as shown in  
Table 4–1.  
Table 4-1. Network Interfaces  
Network  
Interface Description  
Adapter  
RJ11  
Connects one outside ground-start (GS),  
loop-start (LS), or Direct Inward Dial (DID)  
trunk to one modular jack.  
RJ14  
Connects two outside trunks to one  
modular jack (GS, LS, or DID).  
2-line adapter (267C-type)  
110AB1 jack-panel block  
RJ21X  
50-pin connector connects 25 110AB1  
jack-panel block to outside trunks (GS, LS  
or DID).  
RJ2GX  
50-pin connector for up to eight tie trunks.  
356A for eight or fewer tie  
trunks; 259A for one tie  
trunk  
RJ48C/X  
Connects DS1 facilities to a four-pair jack  
(two active pairs).  
Z601A if modular cords are  
used  
After installing the adapter, label each jack that connects a central office  
trunk to the control unit with the trunk’s number. Use the list provided by  
the local telephone company or System Form 2c, System Numbering:  
Line/Trunk Jacks for outside trunks as a reference.  
NOTE:  
If you need to connect the trunk cords differently from the  
instructions on the system forms, record each change on Form 2c,  
System Numbering: Line/Trunk Jacks. See Appendix A, “System  
Numbering Forms.”  
Also, you may need to know the interface codes for network  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-4  
facilities. These codes are shown in Table 4–2, by trunk type and  
adapter type.  
Table 4-2. Central Office Network Interface Codes  
Federal Interface  
Code for Trunk  
Trunk Type  
Network Interface  
RJ11C, RJ14C, RJ21  
RJ11C, RJ14C, RJ21  
RJ11C, RJ14C, RJ21  
RJ11C  
LS central office trunk  
02LS2  
GS central office trunk  
02GS2  
02RV2-T  
OL13C  
TL31M  
02B1Q  
DID  
OPS  
Tie trunk  
BRI  
RJ2GX  
RJ11C, RJ14C, RJ21  
DS1  
04DU9-B  
04DU9-C  
RJ48C/X  
See note below.  
NOTE:  
The preferred network interface is the RJ48X. If a customer’s site  
uses the RJ48X interface and the customer’s equipment does not  
provide connection, the T1 trunk’s receive pair is looped back to the  
transmit pair. This simplifies troubleshooting the T1 trunk from the  
central office.  
In most installations, the network interface is connected through a  
cross-connect field to the control unit. However, for systems with  
fewer than 24 extensions, you can connect the trunk wires directly  
to the control unit.  
When constructing wiring fields between the network interface and the  
control unit, you must order hardware as individual parts. Do not use  
Interconnect Wiring or Systimax wiring kits.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-5  
RJ21X Interface  
The RJ21X network interface has a female 50-pin (25-pair) amphenol  
connector, as shown in Figure 4-1 on page 4-6.  
To connect the RJ21X interface to the control unit, you must build a  
wiring field between the RJ21X interface and the control unit using a  
66-type block (RJ21). This field converts the female amphenol  
connector to sets of four 1-pair modular jacks.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-6  
66-Type Block (RJ21-type) 25-Line Interface  
Line Tip Ring Phone Number  
26  
1
2
3
26  
27  
28  
1
2
3
555-3827  
555-3828  
555-3829  
T
R
T
R
T
R
T
R
T
R
T
R
T
R
T
R
Line 1  
Line 2  
1
27  
2
28  
3
Line 3  
Line 4  
Line 5  
Line 6  
29  
4
25 50 25  
555-3851  
30  
5
31  
6
USOC  
CUSTOMER  
JACJ NO.  
4 Jacks  
1 pr.  
RJ21X  
Amphonol  
Plug  
To/From  
Control  
Unit  
1 pr.  
1 pr.  
1 pr.  
TO BE OPENED  
BY AUTHORIZED  
TELEPHONE CO.  
PERSONNEL ONLY  
50  
25  
Line 25  
PROTO-TEL  
BOULDER, CO.  
From C.O.  
Figure 4-1. RJ21X Network Interface Connector  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-7  
Building the Wiring Field  
Build the wiring field between the network interface and the control unit  
using 110AB1-100JP12 termination blocks with modular jacks and  
associated hardware. Figure 4–2 shows the hardware you need,  
including 110AB1-100JP12 termination blocks with modular jacks,  
110A1 wire troughs, D-rings, and D2R cords.  
D-Ring  
110A1 Wire Trough  
110 AB1-100FT  
Field Terminal Block  
110AB1-100JP12 Terminal Block  
Figure 4-2. RJ21X Wiring Field Hardware  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-8  
AT-8762 D  
Impact Tool  
110 Impact Tool  
788J1  
788 K1 Retainer  
Tool  
Spudger  
Modular Plug Pressers  
Figure 4-3. RJ21X Wiring Field Tools  
To connect the RJ21X network interface to the control unit, follow the  
steps below. Figure 4–3 shows the tools you need.  
! ꢀꢁ For each piece of hardware, drill two diagonally opposite holes into  
the backboard, allowing for a 1/16-inch (1.6 mm) space between  
each piece of hardware.  
! ꢂꢁ Mount the wire troughs and the termination blocks.  
There is a wire trough above and below each termination block.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-9  
! ꢃꢁ If necessary, repeat Steps 1 and 2 for a second column.  
! ꢄꢁ Run the 25-pair amphenol cable on the RJ21X interface to the  
termination blocks.  
If more length is needed, use an A25D male-connector, single-ended,  
25-pair, nonplenum cable.  
! ꢅꢁ Mount the D-rings to properly dress the wires, as needed.  
! ꢆꢁ Cut off the amphenol connector nearest to the cross-connect field  
and strip the wires for each of the 25 pairs.  
! ꢇꢁ Punch down the 25-pair wires to the termination block.  
a. Route the wires through the fanning slots on the termination block.  
b. Insert the conductors into the designated 110 connecting blocks  
already on the termination block.  
c. Use the D-impact tool to seat the conductors. See Figure 4–4.  
d. Remove any insulation fragments with a spudger.  
D-Impact Tool  
Figure 4-4. Using the D-Impact Tool to Seat the Conductors  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-10  
! ꢈꢁ Test the central office trunks for proper connection.  
See “Testing Trunks,” later in this chapter, for instructions.  
! ꢉꢁ Label the network interface jacks, control unit module jacks,  
termination blocks, and D2R cords.  
See “Labeling Trunks,” later in this chapter, for instructions.  
!ꢊꢁ For each trunk, plug one end of a D2R cord into the designated jack  
on the termination block and the other end into the line/trunk jack  
on the proper control unit module.  
NOTE:  
The modular jacks on the termination block are 8-wire jacks. The  
D2R cords, which are 6-wire, also plug into the 8-wire jacks.  
!
CAUTION:  
Do not plug an analog multiline telephone, an MLX  
telephone, or anything else that should be plugged into an  
extension jack into this wiring field: doing so will busy-out  
the trunk.  
RJ11 and RJ14 Interfaces  
RJ11 and RJ14 interfaces are connected to the control unit similarly.  
However, note the following differences:  
RJ11 connects one central office trunk per jack.  
RJ14 connects two trunks per jack.  
Plug a 267C-type adapter into each RJ14 jack. You need D2R cords for  
RJ11 jacks. See Figure 4–5.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-11  
Single-Line Adapter (RJ11)  
2-Line Adapter (RJ14)  
(267C)  
Figure 4-5. RJ11 and RJ14 Interfaces  
!
CAUTION:  
Incorrect wiring can damage the ports and cause them to stop  
functioning. Make sure you use the proper cords. For all GS/LS  
modules, do the following:  
Use a D2R cable from an RJ11.  
Do not use the Brand-Rex Quad cable from an E66 block.  
If you cannot avoid using the Brand-Rex Quad cable,  
reverse the tip and ring leads at the E66 block to correct  
the mismatch.  
To connect the RJ11 and RJ14 network interfaces to the control unit,  
follow the steps below:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring  
Page 4-12  
! ꢀꢁ Test the central office trunks for proper connection.  
See “Testing Trunks,” later in this chapter, for instructions.  
! ꢂꢁ Label the network interface jacks, the control unit module jacks,  
and the D2R cords properly.  
See “Labeling Trunks,” later in this chapter, for instructions.  
! ꢃꢁ Plug one end of a D2R cord into the jack at the network interface  
and the other end into the appropriate line/trunk jack on the control  
unit.  
! ꢄꢁ Dress the wires properly.  
RJ2GX Interface  
The RJ2GX is a 25-pair amphenol interface that connects up to 8 tie  
trunks. Construct the cross-connect field in the same way you did for the  
RJ21X interface.  
RJ21X and RJ2GX interfaces do not require separate termination  
blocks. If there is room on the termination block for the trunk wires, you  
can punch down both the RJ21X and the RJ2GX on the same  
110AB1-100JP12 block. Leave any unused wires unterminated.  
!
CAUTION:  
Be careful not to connect tie trunks to GS, LS, or DID ports.  
Since all the jacks on the termination block are 8-wire jacks,  
it is possible to interchange tie trunk wires with GS, LS, or  
DID wires accidentally.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Testing Trunks  
Page 4-13  
RJ48C/X Interface  
The RJ48C/X interface terminates a DS1 trunk at the customer’s  
premises. Both RJ48C and RJ48X interfaces have 8-wire modular jacks.  
However, the RJ48X interface includes shorting bars that loop the DS1  
trunk’s receive pair to the transmit pair. This helps in testing the DS1  
trunk from the central office.  
Testing Trunks  
Before you connect the central office trunks to the control unit, verify that  
there is dial tone and that you can dial out on every trunk. DID trunks  
can be tested only through the control unit. Do not test DID trunks at this  
time.  
!
CAUTION:  
Do not use analog multiline telephones or MLX telephones  
for testing. They do not work for these tests and can be  
damaged if you use them for this purpose.  
Testing Loop-Start Trunks  
To perform this test, you need a single-line telephone or an installer’s  
test telephone (craft set). If you are installing rotary-dial trunks, use a  
rotary telephone to perform this test.  
To test loop-start trunks, follow the steps below:  
! ꢀꢁ Plug the single-line telephone or the craft set into each central  
office line/trunk jack (either at the network interface or at the  
cross-connect field) and listen for dial tone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Testing Trunks  
Page 4-14  
! ꢂꢁ If you find a central office trunk that does not have dial tone, check  
for a bad adapter or loose connection.  
If adapters and wiring are in working order but you still do not hear a dial  
tone, notify the Lucent Technologies Service Center acting as the  
customer’s agent.  
! ꢃꢁ When you hear a dial tone, dial a known telephone number to verify  
dialing.  
After the central office completes the connection, check that you have  
good two-way transmission.  
! ꢄꢁ If you cannot dial out on any of the trunks, notify the Lucent  
Technologies Service Center acting as the customer’s agent.  
It is the customer’s responsibility (or that of the customer’s agent) to  
report service outages to the local telephone company.  
Testing Ground-Start Trunks  
To perform this test, you need a single-line telephone with a ground key  
or a ground-start button.  
NOTE:  
If a single-line telephone with a ground key or ground-start button is  
not available, ground one side of the trunk.  
To test ground-start trunks, follow the steps below:  
! ꢀꢁ Plug the single-line telephone into each central office line/trunk jack  
(either at the network interface or at the cross-connect field).  
! ꢂꢁ Pick up the handset.  
You should hear a dial tone.  
! ꢃꢁ Ground the ring lead by pushing the ground key or ground button,  
or by grounding one side of the trunk.  
! ꢄꢁ Remove the ground from the ring lead.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Labeling Trunks  
Page 4-15  
! ꢅꢁ Dial a telephone number to verify dialing.  
Also check that you have good two-way transmission after the central  
office completes the connection.  
! ꢆꢁ If you find a central office trunk that does not have dial tone, check  
for a bad adapter or loose connection.  
If adapters and wiring are in working order but you still do not hear dial  
tone, notify the Lucent Technologies Service Center acting as the  
customer’s agent.  
! ꢇꢁ If you cannot dial out on any of the trunks, notify the Lucent  
Technologies Service Center acting as the customer’s agent.  
Testing NI-BRI Provisioning  
The NI-BRI Provisioning Test should be performed after installing an 800  
NI-BRI module and connecting to the network. See Maintenance and  
Troubleshooting for the test procedure.  
Labeling Trunks  
You can have up to 80 central office line/trunk jacks on the system. This  
procedure describes how to label each D2R or D8W cord, network  
interface jack, and control unit module jack.  
To label trunks, follow the steps below:  
! ꢀꢁ Review System Form 2c, System Numbering: Line/Trunk Jacks to  
determine each central office trunk assignment on the control unit.  
! ꢂꢁ Place a green cord label at each end of every D2R or D8W cord.  
(These labels are packaged with the basic carrier.)  
The green label indicates the number of the central office line/trunk jack  
to which the cord is connected.  
! ꢃꢁ Label the jacks on the termination blocks.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Installing the Channel Service Unit  
Page 4-16  
! ꢄꢁ Leave a copy of System Form 2c in a secure place near the control  
unit.  
Installing the Channel Service Unit  
The Channel Service Unit (CSU) provides the interface between the  
100D module and the DS1 facilities. The system supports three basic  
models:  
ACCULINK 3150 CSU (You may also install an ACCULINK 3160  
or 3164 CSU; these provide 2- or 4-data ports, respectively.)  
ESF (Extended Superframe format) T1 CSU  
551 T1 CSU  
Only the ACCULINK CSUs are available for installation. For more  
information about the ESF T1 CSU and the 551 T1 CSU, see  
Maintenance and Troubleshooting.  
The operator’s guides shipped with the ACCULINK CSUs provide  
detailed installation, set-up and operation, and maintenance and  
troubleshooting information. Refer to one of these guides if your  
installation calls for an ACCULINK channel service unit.  
NOTE:  
Before you can install a CSU, the local telephone company must  
provide information such as services available, equipment options,  
and 48-V DC power on the trunk.  
ACCULINK CSUs  
The Lucent Technologies Paradyne ACCULINK CSUs replace the ESF  
T1 CSU. They are fully compatible with the ESF units.  
The ACCULINK CSUs differ from the ESF T1 CSU in the following  
ways:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Installing the Channel Service Unit  
Page 4-17  
The ACCULINK front panels include an LCD display and 7-button  
keypads composed of three functional and four directional keys.  
They contain integral 2400-bps modems for remote access and  
alarm reporting.  
The front-panel LEDs are labeled and colored differently from the  
ESF T1 CSU.  
The NETWORK connectors on the rear of the ACCULINK models  
are 8-pin modular jacks (RJ48C) instead of male 15-pin  
D-connectors. Cables are shipped with the units for the  
CSU-to-Smart Jack connection.  
There are no DIP switch options. All options are set via software  
commands. Access the options in the following ways:  
— Locally, from the front panel  
— Remotely, using the integral 2400-bps modem. The front  
panel of a local ACCULINK, in Passthrough mode, can  
access and option a remote CSU  
— Locally and remotely, through the COMPORT connector on  
the rear and a PC loaded with a Windows software  
package (available at an extra charge from Paradyne)  
NOTE:  
If you are upgrading to Release 6.0 or 6.1, make sure the  
CSU is programmed for PRI signalling at either end of a PRI  
tandem trunk. You may have an existing setting for T1 or  
robbed-bit signaling rather than PRI signaling. If the CSU is  
not set for PRI signalling, you will get an error message,  
“PRI D-channel inoperative.”  
The ACCULINK CSUs come equipped with two factory-set option  
configurations: Factory 1 (Fact 1) and Factory 2 (Fact 2). They leave the  
factory set at Fact 1. Two of the default parameters in Fact 1 are  
ESF/B8ZS. In the Fact 2 setting, two of the default parameters are  
D4/AMI.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Installing the Channel Service Unit  
Page 4-18  
The CSUs offer a number of front-panel alarms and monitor alarm  
conditions occurring either on the network interface or on the DTE  
interface. If an ACCULINK CSU detects two alarm conditions at the  
same time, it reports the higher-priority alarm. Alarms remain active until  
the alarm condition is cleared.  
Network performance is continually monitored and maintained by  
internal memory registers when the network interface is configured for  
ESF operation. The registers collect performance data for the previous  
24-hour period.  
ACCULINK  
F1  
F2  
F3  
NET EQPT NET  
IN  
IN  
NET  
OK FAIL TEST SIG OOF ALRM EER SIG OOF ALRM PDV BPV  
NETWORK DTE  
OUT  
OUT  
EQPT  
3150  
Figure 4-6. 3150 Front Panel  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring Two Switches Together  
Page 4-19  
POWER  
AUX PORT COM PORT  
MODEM  
NETWORK  
DTE  
NEC  
CLASS 2  
INPUT  
CAUTION: AUX PORT OR COM PORT MUST NOT BE CONNECTED TO PSTN CR T1 NETWORK  
Figure 4-7. 3150 Back Panel  
Wiring Two Switches Together  
The following diagrams show the correct wiring connections when  
connecting two switches together for a private network configuration.  
Figure 4-8 shows a DEFINITY ECS or DEFINITY ProLogix connected to  
a MERLIN LEGEND Communications System and Figure 4-9 shows a  
MERLIN LEGEND Communications System connected to a MERLIN  
LEGEND Communications System. Both switches are on the same  
continuous property.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring Two Switches Together  
Page 4-20  
Cross Connect Field  
V/O(T)  
W/BL(T)  
BL/W(R)  
W/O(T1)  
O/W(R1)  
DS1 Interface  
DS1 Interface  
O/V(R)  
V/GR(T1)  
GR/V(R1)  
25 Pair  
Cable  
D8W  
DEFINITY  
MERLIN  
LEGEND  
Figure 4-8. DEFINITY ECS or DEFINITY ProLogix to MERLIN LEGEND  
T1 Tie Direct Connection on same continuous property  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring Two Switches Together  
Page 4-21  
Cross Connect Field  
W/BL(T)  
W/BL(T)  
BL/W(R)  
W/O(T1)  
O/W(R1)  
DS1 Interface  
DS  
1
Interface  
BL/W(R)  
W/O(T1)  
O/W(R1)  
D8W  
D8W  
MERLIN  
LEGEND  
MERLIN  
LEGEND  
Figure 4-9. MERLIN LEGEND to MERLIN LEGEND T1 Tie Direct  
Connection on the same continuous property  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting the Control Unit to the Network Interface  
Wiring Two Switches Together  
Page 4-22  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-1  
Installing the PC, CAT, or Printer  
5
5
Once you complete the installation procedures presented in the  
previous chapters, you can connect a Station Message Detail Recording  
(SMDR) or Call Accounting Terminal (CAT) printer and a personal  
computer (PC), or a CAT and CAT printer, to the system.  
Connecting a PC to the Control Unit  
You can use a PC with MS-DOS 3.3 or higher and SPM 4.15 for SMDR,  
system programming, or maintenance. The method you use to connect  
the PC to the control unit depends on the distance between the  
hardware:  
If the PC is within 50 ft. (15.2 m) of the control unit, see  
“Connecting a PC Within 50 Feet” on the following page.  
If the PC is more than 50 ft. (15.2 m) from the control unit, see  
“Connecting a PC More Than 50 Feet Away” later on this chapter.  
!
CAUTION:  
To prevent damage from electrostatic discharge (ESD),  
avoid touching leads, connectors, pins, and other  
components. Use a properly grounded wrist strap.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-2  
Connecting a PC Within 50 Feet  
Use this procedure to connect a PC to the control unit when the PC is  
within 50 ft. (15.2 m) of the control unit.  
You need the following hardware for this procedure:  
355AF adapter  
D8W cord  
EIA-232-D cable (optional)  
To connect a PC within 50 ft. (15.2 m) of the control unit, follow the steps  
below. See Figure 5–1.  
! ꢀꢁ Connect the D8W cord.  
For system programming or maintenance, plug one end of a D8W  
cord into the ADMIN jack on the control unit.  
For SMDR, plug one end of a D8W cord into the SMDR jack on  
the control unit.  
! ꢂꢁ Plug the other end of the D8W cord into a 355AF adapter.  
! ꢃꢁ Connect the 355AF adapter.  
If you are using an EIA-232-D cable, plug one end of the cable  
into the 355AF adapter and plug the other end into the COM1 port  
on the PC.  
If you are not using an EIA-232-D cable, plug the 355AF adapter  
directly into the COM1 port on the PC.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-3  
Processor Module  
SMDR  
Jack  
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355AF  
Control Unit  
Adapter  
D8W  
Figure 5-1. Connecting a PC Within 50 ft. (15.2 m)  
Connecting a PC More Than  
50 Feet (15.2 m) Away  
Use this procedure to connect a PC to the control unit when the distance  
is 50 ft. (15.2 m) or more.  
NOTE:  
If you are installing the PC in a different room than the control unit,  
make sure that both locations have working wall outlets and wall  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-4  
jacks. Also make sure that the building wiring has been connected  
so that the wall jacks in each location connect to each other.  
You need the following hardware for this procedure:  
355AF adapter  
EIA crossover cable  
Two Z3A2 Asynchronous Data Units (ADUs)  
ADU crossover cable  
400B2 power adapter  
2012D transformer  
BR1A-4P adapter and 102 connecting block or 103 connecting  
block  
248B adapter  
8-position wall jacks  
4-pair plug-ended cable  
D8W cords  
D6AP power cord  
EIA-232-D cables  
To connect a PC 50 ft. (15.2m) or more distant, follow the steps below.  
See Figure 5–2.  
! ꢀꢁ Plug one end of a D8W cord into the ADMIN jack on the control unit.  
! ꢂꢁ Plug the other end of the D8W cord into a 355AF adapter.  
! ꢃꢁ Connect an EIA crossover cable to the 355AF adapter.  
! ꢄꢁ Connect one end of an EIA-232-D cable to the EIA crossover cable  
and plug the other end into the 25-pin male connector on the Z3A2  
ADU.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-5  
!
CAUTION:  
If the PC is in a building outside the main building (control  
unit location), you must install an ADU and an additional  
protector in each building. The ADUs and protectors  
provide both the control unit and the PC with additional  
protection against lightning, inadvertent contact with power  
lines, and power currents induced by nearby power lines.  
For more information, see the installation notes packaged  
with the ADU.  
! ꢅꢁ Plug one end of a D8W cord into the WALL jack on the Z3A2 ADU  
and connect the other end to an ADU crossover cable.  
! ꢆꢁ Plug the other end of the ADU crossover cable into one of the jacks  
on a 400B2 power adapter.  
! ꢇꢁ Plug one end of a D6AP cord into the 400B2 power adapter.  
! ꢈꢁ Plug the other end of the D6AP cord into a 2012D-50M transformer.  
! ꢉꢁ Plug the 400B2 power adapter into a wall jack, BR1A-4P adapter,  
102 connecting block, or 103 connecting block.  
If you plug the 400B2 into a wall jack, make sure the building  
wiring has been set up so that the wall jack near the control unit is  
connected to the wall jack near the PC.  
If you plug the 400B2 into a BR1A-4P adapter, 102 connecting  
block, or 103 connecting block, use 4-pair plug-ended cable to  
connect the BR1A-4P adapter (or connecting block) to the wall  
jack near the PC.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a PC to the Control Unit  
Page 5-6  
Processor Module  
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CSEOR  
ADMIN  
Jack  
PR  
D8W  
355AF  
Adapter  
EIA  
Crossover  
Cable  
POWE  
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ON  
OFF  
Tu  
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we  
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EIA-232-D  
D8W  
s
AG INPUT  
PUT  
FR  
GND  
Z3A2 ADU  
ADU Crossover Cable  
D6AP  
Control Unit  
400B2  
Power  
Adapter  
2012D-50M  
Transformer  
4 Pair Plug  
AC Outlet  
Ended Cable  
or  
Direct Connection  
Wall  
Jack  
BR1A-4P Adapter  
or  
102 Connecting Block  
or  
103 Connecting Block  
Building  
Wiring  
DIW  
Wall  
Jack  
102 or 103  
Connecting Block  
D8W  
EIA-232-D  
D8W  
or  
Z3A2 ADU  
Cable Joints  
Figure 5-2. Connecting a PC More Than 50 ft. (15.2 m) Away  
!ꢊꢁ On the PC side, plug one end of a D8W cord into a wall jack and the  
other end into the WALL jack on the Z3A2 ADU.  
!ꢀꢁ Plug one end of an EIA-232-D cable into the 25-pin male connector  
on the Z3A2 ADU and the other end into the COM1 port on the PC.  
!ꢂꢁ Plug the 2012D-50M transformer into a wall outlet.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a CAT to the Control Unit  
Page 5-7  
Connecting a CAT  
to the Control Unit  
The Call Accounting Terminal (CAT) is a standalone unit that provides  
call accounting information. It connects to the SMDR jack on the control  
CAT to the control unit depends on the distance and whether the CAT  
and control unit share the same AC outlet.  
The CAT and CAT printer are connected at the same time. For more  
information, see “Call Accounting Terminal” in Chapter 8.  
If the CAT is grounded to the same AC outlet as the control unit  
and the CAT and CAT printer are within 14 ft. (4.27 m) and 50 ft.  
(15.2 m), respectively, of the control unit, refer to “Connecting a  
CAT and Printer on the Same AC Outlet.”  
If the CAT is either not grounded to the same AC outlet as the  
control unit or is more than 14 ft. (4.27 m) from the control unit,  
refer to “Connecting a CAT and Printer on a Different AC Outlet.”  
!
CAUTION:  
To prevent damage from electrostatic discharge (ESD),  
avoid touching leads, connectors, pins, and other  
components. Wear a properly grounded wrist strap.  
Connecting a Printer  
to the Control Unit  
You can connect any 1200-bpi serial printer set at no parity and one stop  
bit. If necessary, consult the printer’s manual to ensure that these  
settings are in effect. The system supports the following Lucent  
Technologies printers:  
Lucent Technologies 572 Printer  
Lucent Technologies 475/476 Printer  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-8  
Lucent Technologies Call Accounting Terminal (CAT) Printer  
Lucent Technologies Call Accounting System Printer  
Lucent Technologies Applications Printer  
NOTE:  
The Lucent Technologies 570 printer is not compatible with the  
system.  
Printer connection varies depending on the printer model, whether the  
printer is grounded on the same AC outlet as the control unit, and  
procedures covered in this chapter are described below:  
If the CAT serial printer is used with a CAT and is grounded to the  
same AC outlet as the control unit and is within 50 ft. (15.2 m) of  
the control unit, refer to “Connecting a CAT and Printer on the  
Same AC Outlet.”  
If the CAT serial printer is used with a CAT and is either not  
grounded to the same AC outlet as the control unit or is more than  
50 ft. (15.2 m) from the control unit, refer to “Connecting a CAT  
and Printer on a Different AC Outlet.”  
If the SMDR or CAT printer is within 50 ft. (15.2 m) of the control  
unit and is connected to the same 117-V AC branch as the control  
unit, refer to “Connecting a Printer Within 50 Feet (15.2 m).”  
If the SMDR or CAT printer is more than 50 ft. (15.2 m) from the  
control unit and is not connected to the same 117-V AC branch as  
the control unit, refer to “Connecting a Printer 50 Feet (15.2 m) or  
More Away.”  
!
CAUTION:  
Before touching leads, connectors, pins, and other  
components, wear a properly grounded wrist strap, to  
prevent damage from electrostatic discharge (ESD).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-9  
Connecting a CAT and Printer  
on the Same AC Outlet  
Use this procedure to connect a CAT and CAT serial printer into the  
same AC outlet as the control unit, provided the CAT is fewer than 14 ft.  
(4.27 m) and the printer is fewer than 50 ft. (15.2 m) from the control  
unit.  
You need the following hardware for this procedure:  
Z200A EMI filter  
D8W cord  
355A adapter  
To connect a CAT and CAT printer on the same AC outlet, follow the  
steps below. See Figure 5–3.  
! ꢀꢁ Plug the short end of the Z200A EMI cord into the SMDR jack on the  
control unit.  
! ꢂꢁ Plug the other end of the Z200A EMI cord into the SMDR jack on the  
back of the CAT.  
! ꢃꢁ Plug one end of a D8W cord into the PRINTER jack on the back of  
the CAT.  
! ꢄꢁ Plug the other end of the D8W cord into a 355A adapter.  
! ꢅꢁ Plug the 355A adapter into the serial port on the back of the printer.  
! ꢆꢁ Set the appropriate printer options for SMDR.  
See “Setting Printer Options and DIP Switches,” later in this chapter, for  
instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-10  
CAT PLUS Connections  
Using Same AC Outlet  
D8W-87  
CAT PLUS Terminal  
SMDR Port  
Short Cord  
Long Cord  
Z200A  
EMI  
Filter  
CAT Printer  
Figure 5-3. Connecting a CAT and Printer on the Same AC Outlet  
Connecting a CAT and Printer on a Different  
AC Outlet  
If the printer is not grounded to the same AC outlet as the control unit or  
CAT, or if the printer is more than 50 ft. (15.2 m) from the control unit,  
use the following procedure to connect a CAT serial printer to the control  
unit.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-11  
NOTE:  
If you are installing the printer in a different room than the control  
unit, make sure that both locations have working wall outlets and  
wall jacks, and that the building wiring has been connected so that  
the wall jacks in each location connect with each other.  
You need the following hardware for the following procedure:  
248B adapters  
355AF, 355A adapters  
400B2 power adapters  
D8W cords  
D6AP power cords  
D8AM modular crossover cable  
M7U null modem cable (25-pin cable)  
Z3A2, Z3A4 ADUs  
2012D transformer  
Z200A EMI filter  
To connect a CAT printer on a different AC outlet, first make the  
connections at the control unit, then at the printer.  
Follow the steps below to make the connections at the control unit.  
Refer to Figure 5–4 throughout the procedure.  
! ꢀꢁ Plug the short end of a Z200A EMI cord into the SMDR jack on the  
control unit.  
! ꢂꢁ Plug the other end of the Z200A EMI cord into a 355AF adapter.  
! ꢃꢁ Plug the 355AF into one end of an M7U null modem cable.  
! ꢄꢁ Plug the other end of the M7U null modem cable into the 25-pin  
female connector on a Z3A4 ADU.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-12  
! ꢅꢁ Plug one end of a D8W cord into the WALL jack on the Z3A4 ADU.  
! ꢆꢁ Plug the other end of the D8W cord into a modular jack on the D8AM  
modular crossover cable.  
! ꢇꢁ Plug the other end of the D8AM modular crossover cable into the  
top jack on the 400B2 power adapter.  
! ꢈꢁ Plug the 400B2 power adapter into the wall jack for the control unit.  
Make sure the building wiring is set up so that the wall jack for the control  
unit can communicate with the wall jack for the printer.  
! ꢉꢁ Plug one end of a D6AP cord into the 2012D-50M transformer.  
If you are using a 248B adapter and 2012D transformer instead of a  
2012D-50M transformer, plug the D6AP cord into the jack on the 248B  
adapter and then connect the spade-tip wires on the 248B adapter to the  
screws on a 2012D transformer.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-13  
CAT PLUS Connections Using  
Different AC Outlets  
Z3A2 ADU With  
M8AJ-87 Equivalent  
To Z3A4 ADU  
*ADU Arrangements*  
MERLIN  
LEGEND  
SMDR  
Male  
M8AJ-87  
Tele  
Z200A  
355A  
ZA3A2 ADU  
Wall  
M7U-87  
EIA Crossover  
Female  
2012D  
Transformer  
AC  
Outlet  
D6AP-87  
248B  
Wall  
Jack  
D8W-87  
D8AM-87  
Crossover  
400B2  
Inside Wire  
D8W-87  
355AF  
Tele  
ZA3A2 ADU  
Wall  
2012D  
AC  
Transformer  
Outlet  
D8W-87  
D6AP-87  
248B  
Wall  
Jack  
400B2  
CAT Printer  
CAT PLUS Terminal  
Figure 5-4. Connecting a CAT and Printer on Different AC Outlets:  
Control Unit Connections  
!ꢊꢁ Plug the other end of the D6AP cord into the lower jack on the  
400B2 power adapter.  
!ꢀꢁ Plug the 2012D-50M (or 2012D) transformer into the wall outlet for  
the control unit.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-14  
To make the connections at the printer, follow the steps below. See  
Figure 5-4 on page 5-13.  
! ꢀꢁ At the printer location, either plug one end of a D6AP cord into a  
2012D-50M transformer or follow the instructions in Step 9 above.  
! ꢂꢁ Plug the other end of the D6AP cord into the lower jack on a 400B2  
power adapter.  
! ꢃꢁ Plug the 400B2 power adapter into the wall jack.  
! ꢄꢁ Plug the 2012D-50M (or 2012D) transformer into the wall outlet for  
the printer.  
! ꢅꢁ Plug one end of a second D8W cord into the top jack on the second  
400B2 power adapter.  
! ꢆꢁ Plug the other end of the second D8W cord into the WALL jack on  
the Z3A2 ADU.  
! ꢇꢁ Connect the 25-pin male connector on the Z3A2 ADU to the 25-pin  
female end on a second 355AF adapter.  
! ꢈꢁ Plug one end of a third D8W cord into the second 355AF adapter.  
! ꢉꢁ Plug the other end of the third D8W cord into the SMDR jack on the  
back of the CAT.  
!ꢊꢁ Plug one end of a fourth D8W cord into the PRINTER jack on the  
back of the CAT.  
!ꢀꢁ Plug the other end of the fourth D8W cord into a third 355A adapter.  
!ꢂꢁ Slide the third 355A adapter into the serial port on the back of the  
printer.  
!ꢃꢁ Set the appropriate printer options for SMDR.  
See “Setting Printer Options and DIP Switches” on page 5-21 for  
instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-15  
Connecting a Printer Within 50 Feet (15.2 m)  
If the printer is within 50 ft. (15.2 m) of the control unit and is connected  
to the same 117-V AC branch as the control unit, use this procedure to  
connect a printer to the control unit.  
You need the following hardware for this procedure:  
Z200A EMI filter  
Adapter for the connector on the interface cable  
— 355A for a male connector  
— 355AF for a female connector  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-16  
Processor Module  
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Jack  
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POWER  
CAI
Z200A  
ON  
OFF  
Tu  
rn  
EMI  
off  
po  
we  
r
b
efo  
re  
ins  
mo  
vin  
er  
tin  
re  
g
o
r
g
mo  
du  
les  
AG INPUT  
UT  
Filter  
FR  
GND  
355AF  
Adapter  
Control Unit  
EIA-232-D  
SMDR Printer  
Figure 5-5. Connecting a Printer Within 50 ft. (15.2 m)  
To connect a printer within 50 ft. (15.2 m), follow the steps below. Refer  
to Figure 5–5.  
! ꢀꢁ Plug the short end of a Z200A EMI cord into the SMDR jack on the  
control unit.  
! ꢂꢁ Plug the other end of the Z200A EMI cord into a 355AF or 355A  
adapter.  
! ꢃꢁ Plug the female end of the adapter into either the 25-pin male  
connector on the printer’s interface cable or the serial port on the  
printer.  
! ꢄꢁ Set the appropriate printer options for SMDR.  
See “Setting Printer Options and DIP Switches”on page 5-21 for  
instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-17  
Connecting a Printer 50 Feet  
(15.2 m) or More Away  
Use this procedure to connect a printer to the control unit if the following  
conditions apply:  
The printer is not a CAT printer connected to a CAT.  
The printer is 50 ft. (15.2 m) or more from the control unit.  
The printer is not grounded to the same AC outlet as the control  
unit. The printer is not grounded to an outlet that is on the same  
117-V AC branch as the control unit and that is 50 ft. (15.2 m) or  
closer to the control unit.  
NOTE:  
If you are installing the printer in a different room than the control  
unit, make sure that both locations have working wall outlets and  
wall jacks, and that the building wiring has been connected so that  
the wall jacks in each location communicate with each other.  
You need the following hardware for this procedure:  
Z200A EMI filter  
— Adapter for the interface cable connector  
— 355A for the male connector  
— 355AF for the female connector  
400B2 power adapter  
Z3A2 ADUs  
BR1A-4P adapter or 102 connecting block or 103 connecting  
block  
8-position wall jacks  
EIA crossover cable  
ADU crossover cable  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-18  
2012D transformer  
248B adapter  
D8W cords  
D6AP power cord  
EIA-232-D cable  
4-pair plug-ended cable  
To connect a printer 50 ft. (15.2 m) or further away from the control unit,  
follow the steps below. See Figure 5–6.  
! ꢀꢁ Plug the short end of a Z200A EMI cord into the SMDR jack on the  
control unit.  
! ꢂꢁ Plug the other end of the Z200A EMI cord into a 355AF adapter.  
! ꢃꢁ Plug the female end of the 355AF adapter into one end of an EIA  
crossover cable.  
! ꢄꢁ Plug the other end of the EIA cable into the 25-pin male connector  
of the Z3A2 ADU.  
!
CAUTION:  
If the printer is in a building outside the main building (control unit  
location), you must install an ADU and an additional protector in  
each building. The ADUs and protectors provide both the control  
unit and the printer with additional protection against lightning,  
inadvertent contact with power lines, and power currents induced  
by nearby power lines. See the installation notes packaged with  
the ADU for more information.  
! ꢅꢁ Plug one end of a D8W cord into the WALL jack on the Z3A2 ADU.  
! ꢆꢁ Plug the other end of the D8W cord into an ADU crossover cable.  
! ꢇꢁ Plug the other end of the ADU crossover cable into one of the jacks  
on a 400B2 power adapter.  
! ꢈꢁ Plug one end of a D6AP cord into the other jack of the 400B2  
adapter.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-19  
Processor Module  
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Z200A  
EMI Filter  
355AF  
Adapter  
EIA Crossover  
Cable  
POW  
ER  
C
ON  
OF  
F
Tu  
po  
in  
rn  
w
of  
f
er  
be  
fo  
re  
se  
rt  
in  
re  
g
m
or  
in  
g
ov  
m
od  
ul  
es  
AG INPUT  
M8AJ-87  
Adapter  
FR  
GND  
Z3A2 ADU  
D8W  
Control Unit  
ADU Crossover Cable  
D6AP  
SMDR  
Jack  
400B2  
Power  
2012D-50M  
Transformer  
Adapter  
BR1A-4P Adapter  
or  
AC  
Outlet  
102 Connecting Block  
or  
103 Connecting Block  
DIW  
102 or 103  
Connecting Block  
SMDR Printer  
D8W  
Z3A2 ADU  
EIA-232-D  
M8AJ-87  
Adapter  
Figure 5-6. Connecting a Printer More Than 50 ft. (15.2 m) Away  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-20  
248B Adapter  
2012D Transformer  
Transformer  
with 248B Adapter  
D6AP Cord  
Figure 5-7. Connecting the 248B Adapter and the 2012D Transformer  
! ꢉꢁ Plug the other end of the D6AP cord into the 2012D-50M  
transformer.  
If you are working with a 248B adapter and 2012D transformer instead of  
a 2012D-50M transformer, plug the D6AP cord into the jack on the 248B  
adapter, and then connect the spade-tip wires on the 248B adapter to the  
screws on a 2012D transformer. See Figure 5–7.  
!ꢊꢁ Plug the 400B2 adapter into a wall jack, BR1 A-4P adapter, 102  
connecting block, or 103 connecting block.  
!ꢀꢁ Complete the 400B2 connection.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-21  
If the 400B2 is plugged into a wall jack, make sure that building  
wiring has been set up so that the wall jack for the control unit can  
communicate with the wall jack for the printer.  
If the 400B2 is plugged into a BR1A-4P adapter, 102 connecting  
block, or 103 connecting block, use 4-pair plug-ended cable to  
connect the BR1A-4P adapter (or connecting block) to the wall  
jack for the printer.  
!ꢂꢁ On the printer side, plug one end of a D8W cord into the wall jack  
and the other end into the WALL jack on the Z3A2 ADU.  
!ꢃꢁ Plug one end of an EIA-232-D cable into the 25-pin male connector  
on the Z3A2 ADU and the other end into the serial port on the  
printer.  
!ꢄꢁ Plug the 2012D-50M (or 2012D) transformer into a wall outlet.  
!ꢅꢁ Set the appropriate printer options for SMDR.  
See “Setting Printer Options and DIP Switches” for instructions.  
Setting Printer Options and DIP Switches  
If the customer has an Lucent Technologies 572, Lucent Technologies  
475/476, CAT, or Lucent Technologies Applications printer, use this  
section to set up printer options. If another type of serial printer is being  
used, review these setup options for guidance and consult the manual  
for the printer. Use the information below to determine the correct printer  
setting for the printer:  
For the 572 printer, set the options on the printer according to  
Table 5–1.  
(See the user’s guide supplied with the printer for more  
information.)  
For the 475/476 printer, set the DIP switches on the printer  
according to Table 5-2 on page 5-24. (See the user’s guide  
supplied with the printer for more information.)  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-22  
For the CAT printer, set the DIP switches on the printer according  
to Table 5-3 on page 5-25. (See the user’s guide supplied with the  
printer for more information.)  
For the Applications printer, set all the DIP switches on the printer  
to off. (See the user’s guide supplied with the printer for more  
information.)  
Table 5-1. Lucent Technologies 572 Printer Options  
No.  
01  
02  
03  
04  
05  
06  
07  
11  
13  
14  
15  
16  
17  
18  
22  
31  
Function  
FORM LENGTH  
LPI  
Menu  
09  
01  
01  
01  
01  
01  
01  
02  
01  
01  
02  
01  
01  
01  
01  
01  
Status  
11  
6
CPI  
10  
LQ or NLQ  
BUZZER  
FONT  
LQ  
ON  
BUILT-“IN”  
144  
RESOLUTION  
BUFFER  
PW ON MODE  
DIRECTION  
BUFFER FULL  
P.E.  
ON-“LINE”  
ON-“LINE”  
BI-DIR. 1  
LF + CR  
ACTIVE  
CR + LF  
0
AUTO CR  
ZERO  
AUTO LF  
1" SKIP  
CR ONLY  
OFF  
Continued on next page  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-23  
Table 5-1.  
Continued  
No.  
32  
33  
34  
35  
81  
82  
83  
84  
85  
91  
92  
93  
94  
95  
96  
Function  
Menu  
02  
01  
03  
0
Status  
CHAR. SET (G0, GL)  
CHAR. SET (G1, GR)  
CHAR. SET (G2)  
CHAR. SET (G3)  
OFF- “LINE” STATE  
DSR  
USA  
UK  
GE  
“LINE” DRAWING  
01  
02  
01  
02  
02  
02  
02  
03  
01  
O1  
04  
ALL RECEIVE  
OFF  
RTS  
OFF  
OFF  
256  
8
RTS TIMING  
CD  
CTS  
OVER RUN  
DATA BIT  
*
PROTOCOL  
STOP BIT  
XON/XOFF  
2
PARITY  
NON  
1200  
BPS  
*
This is the default status, but the system cannot read the character sent by  
the printer.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-24  
Table 5-2. Lucent Technologies 475/476 Printer DIP Switch Settings*  
Switch 1  
Switch 2  
Switch 21  
DIP 1-Open  
DIP 2-Closed  
DIP 3-Open  
DIP 4-Open  
DIP 5-Closed  
DIP 6-Closed  
DIP 7-Closed  
DIP 8-Open  
DIP 1-Open  
DIP 2-Open  
DIP 3-Open  
DIP 4-Open  
DIP 5-Open  
DIP 6-Open  
DIP 7-Closed  
DIP 8-Open  
DIP 1-Open  
DIP 2-Open  
DIP 3-Open  
DIP 4-Closed  
DIP 5-Open  
DIP 6-Open  
DIP 7-Open  
DIP 8-Closed  
Switch 22  
Switch 23  
Switch 24  
DIP 1-Open  
DIP 2-Closed  
DIP 3-Closed  
DIP 4-Open  
DIP 1-Closed  
DIP 2-Open  
DIP 3-Open  
DIP 4-Open  
DIP 5-Closed  
DIP 6-Open  
DIP 1-Open  
DIP 2-Closed  
DIP 3-Closed  
DIP 4-Open  
DIP 5-Open  
DIP 6-Closed  
DIP 7-Open  
DIP 8-Closed  
*
Open= off; Closed = on  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-25  
Table 5-3. Lucent Technologies Printer DIP Switch Settings*  
Switch 1  
DIP 1-On  
DIP 2-On  
DIP 3-On  
DIP 4-On  
DIP 5-On  
DIP 6-On  
DIP 7-On  
DIP 8-On  
Switch 2  
DIP 1-On  
DIP 2-On  
DIP 3-Off  
DIP 4-Off  
DIP 5-On  
DIP 6-On  
DIP 7-On  
DIP 8-Off  
Control Switch  
DIP 1-Off  
DIP 2-Off  
DIP 3-Off  
DIP 4-Off  
DIP 5-On  
DIP 6-Off  
DIP 7-On  
DIP 8-Off  
*
Open = off; Closed = on  
Applications Printer DIP Switch Settings  
For the Applications Printer, the only DIP switch setting is the control  
switch. Set all control switch DIP switches (1 through 8) to off (open).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing the PC, CAT, or Printer  
Connecting a Printer to the Control Unit  
Page 5-26  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Connecting Data Equipment  
Data Stations  
Page 6-1  
Connecting Data Equipment  
6
6
This chapter explains how to set up data stations. A data station sends  
and/or receives data. If the data station includes a telephone, the station  
can also send and receive voice. If the system includes both modem  
and terminal adapter data stations that need to communicate with each  
other, then you need to set up a modem pool for those data stations.  
Modem pools are described in the applications note entitled MERLIN  
LEGEND Communication System Modem Pooling.  
Data Stations  
A data station is a combination of equipment that can include a  
telephone and a PC, printer, optical scanner, or fax machine. If the data  
station is connected to a tip/ring, analog, or MLX extension jack for data  
communications over analog trunks, it requires a modem to convert the  
signal from digital to analog or from analog to digital. If, however, the  
data station is connected to an MLX extension jack for data  
communications over a DS1 (Digital Signal Level 1) Primary Rate  
Interface (PRI) facility, it requires an ISDN terminal adapter instead of a  
modem.  
Table 6–1 provides a detailed comparison of data station configurations.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Data Stations  
Page 6-2  
Table 6-1. Data Station Configurations  
Type of  
Station  
Telephone  
(for voice)  
GPA or  
MFM  
DCE  
DTE  
Analog voice  
and modem  
data  
Analog multiline GPA  
telephone and  
BR-241-B1  
Modem  
Terminal, PC, fax (cannot  
dial), optical scanner, or  
host computer  
bridging adapter  
Modem  
data-only  
None  
None  
MFM  
None  
Modem  
Modem  
7500B or  
Terminal, PC, fax, credit  
card verification, optical  
scanner, or host computer  
*
MLX voice  
and modem  
data  
Any MLX  
telephone  
Terminal, PC, fax, credit  
card verification, optical  
scanner, or host computer  
MLX voice  
and Terminal  
Adapter  
Any MLX  
telephone  
Terminal, PC, fax, credit  
ExpressRoute card verification, optical  
Terminal  
Adapter  
scanner, host computer,  
or video codec  
Terminal  
Adapter  
data-only  
None  
None  
7500B or  
Terminal, PC, fax, credit  
ExpressRoute card verification, optical  
Terminal  
Adapter and  
a 440A4  
scanner, host computer,  
or video codec  
terminating  
resistor  
adapter  
Synchronous  
Terminal  
Adapter for  
Video MLX  
2B Data  
Passive bus  
MLX  
None  
PE equipment PC with video  
or Terminal  
Adapter  
applications  
*
A single-line telephone may be attached for dialing purposes.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Data Stations  
Page 6-3  
NOTE:  
The analog voice and modem data station requires a bridging  
adapter to connect the telephone to the two adjacent analog  
extension jacks.  
The terminal adapter data-only station requires a terminating  
resistor adapter to connect the terminal adapter to the MLX  
extension jack.  
See “Video Conferencing Data Stations,” later in this chapter, for  
configuration details on stations including video codecs.  
The cord length from the terminal adapter to the telephone cannot  
be more than 80 ft. (24 m).  
Do not connect two terminal adapters on one line.  
Modem Data Stations  
A modem data station uses a modem to convert digital signals so that it  
can send and receive analog signals. This type of station allows data  
communication without PRI facilities.  
The system supports the types of modem data stations listed below.  
Analog Voice and Modem Data. This station includes a data  
terminal and an analog multiline telephone.  
Modem Data-Only. This station includes a data terminal and  
modem. If this station’s modem has a phone jack, you can  
connect a single-line telephone; however, voice and data at the  
same time are not possible.  
MLX Voice and Modem Data. This station includes a data  
terminal, a modem, and an MLX telephone.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Data Stations  
Page 6-4  
See Form 2a, System Numbering: Extension Jacks for your customer’s  
specifications. Then refer to the appropriate section later in this chapter  
for instructions on setting up modem data stations.  
Terminal Adapter Data Stations  
A terminal adapter data station uses a 7500B or ExpressRoute data  
module to convert MLX voice signals and DTE digital signals to the  
digital transmission signaling standard, so that it can send and receive  
digital signals. This type of station requires PRI facilities to send and  
receive data to and from digital data stations that are outside the  
system.  
The system supports the following types of data stations connected to  
terminal adapters:  
MLX Voice and Terminal Adapter Data. This station includes a  
terminal adapter, a data terminal, and an MLX telephone.  
Terminal Adapter Data-Only. This station includes a terminal  
adapter, and a data terminal, but no telephone.  
For your customer’s specifications, see Form 2a, System Numbering:  
Extension Jacks and Form 2b, System Numbering: Digital Adjuncts.  
Then refer to the appropriate section later in this chapter for instructions  
on setting up terminal adapter data stations.  
NOTE:  
A video conferencing data station is a synchronous terminal  
adapter data station. Refer to “Video Conferencing Data Stations”  
for more information.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Analog Voice and Modem Data Stations  
Page 6-5  
Analog Voice and Modem  
Data Stations  
Figure 6–1 shows the equipment configuration for an analog voice and  
modem data station.  
GPA Settings  
The switch on the back of the General Purpose Adapter (GPA) used in  
Step 4, provides two settings, Automatic and Basic (Join is not used).  
Use the Basic setting to originate:  
Modem calls  
Telephone calls while using the modem  
When the GPA is connected to an analog multiline telephone and  
configured using the Automatic setting, you can:  
Answer calls (if this is the case, an Auto Answer All button must  
be programmed so that calls can be answered automatically).  
Make and receive calls on the telephone while using the modem.  
The speakerphone must not be used.  
Setting Up  
To set up an analog voice and modem data station, follow the steps  
below:  
! ꢀꢁ If using an external modem, use an EIA-232-D cable to connect the  
SERIAL port on the data terminal to the modem. If using an internal  
modem, it should already be connected to the correct serial port.  
If the data terminal has both COM1 and COM2 ports, make sure you use  
the one designated for data transmission. See the customer’s system  
manager if you are not sure.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Analog Voice and Modem Data Stations  
Page 6-6  
! ꢂꢁ Make sure that the modem has settings for speed and parity that  
are compatible with those of the data terminal.  
If you are not sure, see the customer’s system manager or the  
documentation packaged with the modem, data communications  
software, and data terminal.  
! ꢃꢁ Connect the modem to the GPA.  
a. Plug one end of a D4BU cord into the TEL/EQUIP jack on the  
GPA.  
b. Plug the other end into the modem as indicated in the modem’s  
documentation.  
! ꢄꢁ Connect the GPA to the analog multiline telephone.  
a. Plug one end of a D8AC cord into the VT jack on the back of the  
GPA.  
b. Plug the other end into the OTHER jack on the bottom of the  
telephone.  
c. Slide the switch on the back of the GPA to Automatic or Basic.  
See “GPA Settings” above for your options.  
! ꢅꢁ Use a D8W cord to connect the STATION jack on the BR-241-B1  
bridging adapter to the LINE jack on the analog multiline telephone.  
! ꢆꢁ Use two D8W cords to connect the EVEN and ODD jacks on the  
BR-241-B1 bridging adapter to the extension jacks indicated on  
Form 2a, System Numbering: Extension Jacks.  
Connect the EVEN jack on the bridging adapter to the extension jack  
associated with the even-numbered extension, not the logical ID.  
! ꢇꢁ Connect all power cords to an AC outlet that is not controlled by a  
wall switch.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Analog Voice and Modem Data Stations  
Page 6-7  
408, 408 GS/LS,  
or 008 Module  
Pecsor  
Two adjacent  
Analog Extension jacks  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
D8W cord  
STATION  
BR-241-B1  
Bridging Adapter  
EVEN  
D8W cord  
ODD  
LINE jack  
D8AC cord  
TEL/OTHER  
jack  
VT jack  
GPA  
AC Outlet  
Data Terminal  
Analog Multiline  
Telephone  
TEL/EQUIP jack  
LINE jack  
D4BU  
cord  
EIA-232-D Cable  
Modem  
SERIAL  
connector  
AC Outlet  
Figure 6-1. Analog Voice and Modem Data Equipment Configuration  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Modem Data-Only Stations  
Page 6-8  
Modem Data-Only Stations  
Figure 6–2 shows the equipment configuration for a modem data-only  
station.  
To set up a modem data-only station, follow the steps below:  
! ꢀꢁ If using an external modem, use an EIA-232-D cable to connect the  
modem to the serial port on the data terminal. If using an internal  
modem, it should already be connected.  
For a data terminal that has both COM1 and COM2 ports, make sure you  
use the one designated for data transmission. See the customer’s  
system manager if you are not sure.  
! ꢂꢁ Make sure that the modem has settings for speed and parity that  
are compatible with those of the data terminal.  
If you are not sure, see the customer’s system manager or the  
documentation packaged with the modem, data communications  
software, and data terminal.  
! ꢃꢁ Connect the modem to the control unit.  
a. Plug one end of a D4BU cord into the appropriate modem jack;  
see the modem’s documentation if you are not sure.  
b. Plug the other end into the appropriate basic extension jack on the  
012 or 008 OPT module. See Form 2a, System Numbering:  
Extension Jacks for the appropriate module and extension jack.  
! ꢄꢁ Connect all power cords to an AC outlet that is not controlled by a  
wall switch.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Modem Data-Only Stations  
Page 6-9  
008 OPT Module  
012 Module  
Tip Ring  
Extension  
jack  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
AC Outlet  
D4BU  
cord  
LINE jack  
EIA-232-D Cable  
SERIAL  
Modem  
connector  
AC Outlet  
Figure 6-2. Modem Data-Only Equipment Configuration  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
MLX Voice and Modem Data Stations  
Page 6-10  
MLX Voice and Modem  
Data Stations  
Figure 6–3 shows the equipment configuration for an MLX voice and  
modem data station.  
008 MLX or  
408 GS/LS-MLX  
Module  
Pecsor  
MLX  
Extension  
jack  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
D8W cord  
LINE jack  
Home  
Menu  
More  
Inspct  
TEL/OTHER  
jack  
X-20L  
D4BU  
cord  
v
v
Volume  
Feature  
Transfer  
HFAI  
Conf  
AC Outlet  
Mute  
Drop  
Speaker  
Hold  
Data Terminal  
MLX Telephone  
with MFM  
LINE jack  
EIA-232-D Cable  
SERIAL  
Modem  
connector  
Figure 6-3. Modem Data and MLX Voice Equipment Configuration  
To set up a modem data and MLX voice station, follow the steps below:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
MLX Voice and Modem Data Stations  
Page 6-11  
! ꢀꢁ Use an EIA-232-D cable to connect the serial port on the data  
terminal to the modem.  
For a data terminal that has both COM1 and COM2 jacks, make sure you  
use the one designated for data transmission. See the customer’s  
system manager if you are not sure.  
! ꢂꢁ Make sure that the modem has settings for speed and parity that  
are compatible with those of the data terminal.  
If you are not sure, see the customer’s system manager or the  
documentation packaged with the modem, data communications  
software, and data terminal.  
! ꢃꢁ Connect the modem to the MFM in the MLX telephone.  
If the MFM is not installed already, refer to “Installing Multi-Function  
Modules” in Chapter 3.  
a. Plug one end of a D4BU cord into the appropriate modem jack, as  
described in the modem’s documentation.  
b. Plug the other end into the TEL/OTHER jack on the bottom of the  
MLX telephone.  
c. Route the D4BU cord through the telephone’s cord channel.  
! ꢄꢁ Connect the MLX telephone to the control unit.  
a. Plug one end of a D8W cord into the LINE jack on the bottom of  
the MLX telephone.  
b. Plug the other end into the appropriate MLX extension jack. See  
Form 2a, System Numbering: Extension Jacks for the appropriate  
module and extension jack.  
! ꢅꢁ Connect all power cords to an AC outlet that is not controlled by a  
wall switch.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
MLX Voice and Terminal Adapter Data Stations  
Page 6-12  
MLX Voice and Terminal Adapter  
Data Stations  
Figure 6–4 shows the equipment configuration for MLX voice and  
terminal adapter data station.  
The configuration shown in Figure 6–4 is for asynchronous terminal  
adapter data transmission. For information on setting up synchronous  
terminal adapter data stations, see “Video Conferencing Data Stations,”  
later in this chapter.  
The maximum cord length from the terminal adapter to the telephone is  
80 ft. (24.38 m).  
Setting Up  
To set up an MLX voice and terminal adapter data station, follow the  
steps below:  
! ꢀꢁ Use an EIA-232-D cable to connect the serial port on the data  
terminal to the terminal adapter.  
If the data terminal that has both COM1 and COM2 connectors, make  
sure you use the one designated for data transmission. See the  
customer’s system manager if you are not sure.  
! ꢂꢁ Make sure the terminal adapter option settings for parity and speed  
are compatible with the data terminal. (Speed is synchronized  
automatically if the factory setting has not changed.)  
If you are not sure about the speed and parity of the data terminal, see  
the customer’s system manager or the documentation packaged with the  
terminal adapter and data terminal.  
! ꢃꢁ Plug the other end of the EIA-232-D cable into PORT 1 on the  
terminal adapter.  
! ꢄꢁ Plug the WP90110-L7 power supply cord into the POWER  
receptacle on the terminal adapter.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
MLX Voice and Terminal Adapter Data Stations  
Page 6-13  
! ꢅꢁ Connect the terminal adapter to the MLX telephone.  
a. Plug one end of a D8W cord into the PHONE jack on the terminal  
adapter.  
b. Plug the other end into the LINE jack on the MLX telephone.  
008 MLX or  
408 GS/LS-MLX  
Module  
Pecsor  
MLX  
Extension  
jack  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
D8W cord  
LINE jack  
PHONE  
jack  
PORT 1  
Terminal Adapter  
POWER  
D8W  
cord  
Data  
Terminal  
EIA-232-D  
Cable  
LINE jack  
Home  
More  
Menu  
Inspct  
SERIAL  
X-20L  
connector  
v
v
Feature  
HFAI  
Volume  
Transfer  
Conf  
Drop  
Hold  
Mute  
Speaker  
MLX  
Telephone  
WP90110-L7  
Power Supply  
AC Outlet  
AC Outlet  
Figure 6-4. MLX Voice and Terminal Adapter Data Equipment  
Configuration  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Terminal Adapter Data-Only Stations  
Page 6-14  
! ꢆꢁ Connect the terminal adapter data module to the control unit.  
a. Plug one end of a D8W cord into the LINE jack on the terminal  
adapter.  
b. Plug the other end into the appropriate MLX extension jack. See  
Form 2a, System Numbering: Extension Jacks for the appropriate  
module and extension jack.  
! ꢇꢁ Connect all power cords to an AC outlet not controlled by a wall  
switch.  
Terminal Adapter Data-Only  
Stations  
Figure 6-5 on page 6-16 shows an equipment configuration for a  
terminal adapter data-only station.  
To set up a terminal adapter data-only station, follow the steps below:  
! ꢀꢁ Use an EIA-232-D cable to connect the SERIAL port on the data  
terminal to the terminal adapter.  
For any data terminal that has both COM1 and COM2 connectors, make  
sure you use the one designated for data transmission. See the  
customer’s system manager if you are not sure.  
! ꢂꢁ Make sure that the terminal adapter option settings for parity and  
speed are compatible with the data terminal. (Speed is  
synchronized automatically if the factory setting has not been  
changed.)  
If you are not sure about the speed and parity of the data terminal, see  
the customer’s system manager or the documentation packaged with the  
terminal adapter and the data terminal.  
! ꢃꢁ Plug the other end of the EIA-232-D cable into PORT 1 on the  
terminal adapter.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Terminal Adapter Data-Only Stations  
Page 6-15  
! ꢄꢁ Plug the WP90110-L7 power supply cord into the POWER  
receptacle on the terminal adapter.  
! ꢅꢁ Use a 440A4 terminating resistor adapter to connect the terminal  
adapter to the control unit.  
a. Use a D8W cord to connect the 440A4 terminating resistor  
adapter to the LINE jack on the terminal adapter.  
b. Use a second D8W cord to connect the other end of the adapter to  
the appropriate MLX extension jack. See Form 2b, System  
Numbering: Digital Adjuncts for the appropriate module and  
extension jack.  
! ꢆꢁ Connect all power cords to an AC outlet not controlled by a wall  
switch.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Terminal Adapter Data-Only Stations  
Page 6-16  
008 MLX or  
408 GS/LS-MLX  
Module  
MLX  
Extension  
jack  
CAUTION  
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
MODULES  
D8W cord  
440A4 (100  
Terminating  
)
Resistor Adapter  
LINE jack  
PORT 1  
Terminal Adapter  
Data  
Terminal  
EIA-232-D  
Cable  
POWER  
SERIAL  
connector  
WP90110-L7  
Power Supply  
AC Outlet  
AC Outlet  
Figure 6-5. Terminal Adapter Data-Only Equipment Configuration  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-17  
Video Conferencing Data Stations  
You can use the terminal adapter with a Multipurpose Enhancement  
Board for synchronous data communication. This type of station allows  
data transmission at speeds of 56 or 64 kbps.  
This section is only a guideline for connecting video conferencing  
equipment to the system. For additional information, refer to the  
documentation packaged with the video codec.  
Also, for instructions on using the Multipurpose Enhancement Board or  
for additional information on setting up the terminal adapter, see the  
documentation packaged with the terminal adapter.  
You need the following hardware:  
008 MLX module or 408 GS/LS-MLX module and a 100D module  
in the control unit  
ACCULINK 3150 CSU  
Two terminal adapters:  
— Two 7500B data modules with two 7500B data module  
feature package 2 upgrades (user manuals included)  
— Two ExpressRoute terminal adapters  
Two Multipurpose Enhancement Boards [install one of these in  
each terminal adapter for synchronous communication and an  
RS-366 Automatic Calling Unit (ACU) interface]  
Two WP901 10-L7 power supplies (one per standalone terminal  
adapter)  
Two 440A4 terminating resisting adapters  
Z77A multiple mounting (mounting for multiple 7500B data  
modules)  
PictureTel video codec unit  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-18  
Two Shore Microsystems SM-100EIA-232/V.35 converters (or  
equivalent)  
Cables:  
— Two male/male EIA-232-D cables, 8 ft. (24 m), to connect  
the PORT 1 connectors on the terminal adapters to the  
EIA-232/V.35 converters  
— Two male/male V.35 DB-37 cables, 8 ft. (24 m), to connect  
the V.35 communication ports on the video codec to the  
EIA-232/V.35 converters  
— Two male/male RS-366 DB-25 cables, 8 ft. (24 m), to  
connect the RS-366 dialing port of the video codec to  
PORT 2 on the terminal adapters  
Figure 6–6 shows an example of a video conferencing configuration.  
NOTE:  
If you are connecting MLX telephones, omit both 440A4 terminating  
resistors.  
The maximum cord length from the terminal adapters to the  
telephone is 80 ft. (24.38 m).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-19  
008 MLX or  
408 GS/LS-MLX Module  
100D Module  
D8W cord  
Two MLX  
extension jacks  
B8ZS  
or  
Pecsor  
DS1 line/trunk  
jack  
CSU  
D8W  
cord  
LINE jack  
AMI  
Home  
More  
Setting  
Menu  
Inspct  
D8W cord  
-20L  
404A  
Terminating  
Resistor  
Adapter  
CAUTION  
440A4  
v
TURN OFF  
POWER BEFORE  
INSERTING OR  
REMOVING  
v
Volume  
Transfer  
Feature  
MODULES  
HFAI  
Conf  
5ESS  
Switch  
or  
4ESS  
Switch  
Terminating  
Resistor  
Adapter  
(Optional)  
Mute  
Drop  
Hold  
Speaker  
(Optional)  
MLX Telephones  
for Voice Only Calls  
(Optional)  
D8W cord  
D8W cord  
ISDN  
Network  
D8W cord  
LINE jack  
Home  
More  
Menu  
Inspct  
LINE jack  
LINE jack  
20L  
PHONE jack  
PHONE jack  
v
v
Volume  
Transfer  
Feature  
HFAI  
Conf  
Terminal Adapter  
Terminal Adapter  
Mute  
Drop  
Hold  
Speaker  
AC Outlet  
Multipurpose  
Enhancement  
Board  
Multipurpose  
Enhancement  
Board  
PORT 2  
PORT 2  
DB-25  
Cable  
DB 25  
Cable  
POWER  
PORT 1  
V. 2 4  
POWER  
PORT 1  
V. 2 4  
WP90110-L7  
Power Supply  
AC  
Outlet  
EIA-232-D Cable  
EIA-232/V.35  
Converter  
EIA-232/V.35  
Converter  
WP90110-L7  
Power Supply  
DB37  
Cable  
AC Outlet  
DB37  
Cable  
RS366  
Ports  
V. 3 5  
Ports  
Automatic  
Calling Unit  
Digital Signal  
Processor  
Video Codec  
Monitor  
Speaker  
Microphones  
Mixer  
Camera  
Monitor  
Figure 6-6. Video Conferencing Configuration  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-20  
To set up the video conferencing configuration, follow the steps below.  
See Figure 6-6.  
! ꢀꢁ Plug one end of a D8W cord into the LINE jack on each of the  
terminal adapter.  
! ꢂꢁ Connect the other end of each D8W cord.  
If Data Form 1b indicates that you are to install MLX telephones,  
plug the D8W cords into the MLX extension jacks specified on  
Data Form 1b, then go to Step 4.  
If Data Form 1b does not indicate that you are to install MLX  
telephones, plug each D8W cord into a 440A4 terminating  
resistor.  
! ꢃꢁ Using two more D8W cords, connect each 440A4 terminating  
resistor to the MLX extension jacks specified on Data Form 1b, then  
go to Step 6.  
! ꢄꢁ Connect the MLX telephones to the terminal adapter.  
a. Plug a D8W cord into the LINE jack on each MLX telephone.  
b. Plug the other end of each D8W cord into the PHONE jack on  
each terminal adapter.  
! ꢅꢁ Plug each WP901 10-L7 power supply cord into the POWER jacks  
on the terminal adapter.  
Do not plug the power supplies into the outlets until the end of this  
procedure.  
! ꢆꢁ Connect each terminal adapter to the video conferencing data  
station.  
a. Use the DB-25 cables to connect the PORT 2 jacks on each  
terminal adapter to the dialing ports in the video codec’s automatic  
calling unit. See the documentation packaged with the video  
codec for instructions.  
b. Use the EIA-232-D cables to connect the PORT 1 jacks on each  
terminal adapter to the EIA-232/V.35 converters.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-21  
c. Use the DB-37 cables to connect the EIA-232/V.35 converters to  
the video codec’s V.35 communication ports. See the  
documentation packaged with the video codec for instructions.  
! ꢇꢁ If it is not already connected, connect the CSU to the 100D module  
on the control unit and to the 5ESS or 4ESS exchange switch.  
See “Installing the Channel Service Unit” in Chapter 4.  
! ꢈꢁ When you are ready to power up the system, plug the power  
supplies, CSU, video conferencing equipment, and control unit into  
the AC outlets.  
Terminal Adapter and CSU Settings  
You need to set the terminal adapter and the CSU as indicated in Table  
6–2. If the customer’s system is running at 56 kbps, set the CSU  
line-coding DIP switches according to the instructions in “Setting the  
CSU DIP Switches” in Chapter 4.  
Table 6-2. Terminal Adapter Settings  
Settings  
Auto-dial  
Busy out  
Datarest  
DTR  
56 Kbps  
Off  
64 Kbps  
Off  
Off  
Off  
On  
Off  
Follow  
Full  
Follow  
Full  
Duplex  
Mode  
Cs  
Cs  
Speed  
56,000  
64,000  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Connecting Data Equipment  
Video Conferencing Data Stations  
Page 6-22  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Initializing and Testing the System  
Initializing the System  
Page 7-1  
Initializing and Testing the System  
7
7
When you have finished installation, you are ready to initialize the  
system as described in this chapter.  
Initializing the System  
To initialize a Release 6.1 system, use one of the following methods:  
Restore from a 6.1 system programming disk or Translation  
memory card.  
Upgrade to Release 6.1 from Release 1.0, 1.1, 2.0, 2.1, 3.0, 3.1,  
4.0, 4.1, 4.2, 5.0, or 6.0. See Chapter 9, “Upgrading the System.”  
Use system programming forms and the procedures from one of  
the guides listed in the next section, “Programming Guides.”  
This section describes how to restore the system from the Translation  
memory card or the system programming disk.  
NOTE:  
On initial installations, make sure you perform a System Erase  
(frigid start), as described in Maintenance and Troubleshooting,  
either immediately before you restore from a disk or memory card  
or before you program the system. Failure to perform the System  
Erase (frigid start) can result in incorrect programming.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Initializing the System  
Page 7-2  
Programming Guides  
The following guides are available to assist you:  
System Programming for quick-reference procedures (document  
number 555-661-111)  
System Programming and Maintenance (SPM) for detailed SPM  
procedures (document number 555-661-140, in this binder)  
Restoring from the Translation Memory Card  
If you received the Release 6.1 Translation memory card, follow the  
steps below to initialize the system:  
! ꢀꢁ Perform a System Erase (frigid start).  
See Maintenance and Troubleshooting for detailed instructions.  
Console Procedure:Menu: 0DLQWHQDQFH6ORWDial or Type  
ꢁꢁ(QWHU'HPDQG7HVW6\VWHP(UDVH (Line 5, left button)  
twice<HV  
! ꢂꢁ Use the programming console and the translation memory card to  
perform the Restore procedure.  
See Appendix D of Maintenance and Troubleshooting for instructions.  
Restoring from the System  
Programming Disk  
If you received the Release 6.1 system programming disk, follow the  
steps below to initialize the system:  
! ꢀꢁ Perform a System Erase (frigid start).  
See Maintenance and Troubleshooting for detailed instructions.  
Console Procedure:Menu: 0DLQWHQDQFH6ORWDial or Type  
ꢁꢁ(QWHU'HPDQG7HVW6\VWHP(UDVH (Line 5, left button)  
twice<HV  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Setting the Time and Date  
Page 7-3  
! ꢂꢁ Use SPM and the system programming disk to perform the Restore  
procedure.  
See System Programming and Maintenance (SPM) for instructions.  
NOTE:  
You must restore the system using either the system programming (or  
backup) disk or memory card whenever a frigid start (System Erase)  
occurs.  
Setting the Time and Date  
If the Control Unit Diagram indicates that you should set the time and  
date, do so before you test the system.  
Follow this procedure:  
Menu: 6\V3URJ6\VWHP'DWH'URSDial current date(QWHU  
See System Programming if you need additional instructions.  
Testing the System  
Once you have initialized the system, it is ready for system acceptance  
testing. Perform the basic tests below to test trunks, telephones, and  
features.  
If any equipment is not working properly, see Maintenance and  
Troubleshooting for troubleshooting instructions.  
Testing MLX Telephones  
This switch-based software test verifies that the LEDs, ringer, buttons,  
switchhook, and B-channel operation for MLX telephones are working  
correctly. You cannot run this test when the telephone is in  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-4  
programming, forced-idle, or maintenance mode. When an MLX  
telephone is in test mode, the system considers it busy and therefore not  
available for use.  
If you hang up during any of these procedures, test mode ends  
automatically.  
Keep the following in mind when using the speakerphone:  
If the Mute button is pressed before the Speaker button, the Mute  
LED cannot be turned off; it winks.  
The Mute and Speaker LEDs remain steady during test mode.  
The pressing of the Mute button is processed within the  
telephone.  
When the telephone test is originated from the Speaker button,  
every second press of the Mute button causes the Mute LED to  
flash off momentarily. Also, both the Mute and Speaker LEDs may  
occasionally remain on after disconnecting with the Speaker  
button.  
Press the fixed-feature buttons repeatedly to toggle the LEDs on  
and off.  
To test the basic features of an MLX telephone, follow the steps below:  
! ꢀꢁ Pick up the handset of the telephone you are testing and push an  
ICOM button in Key or Behind Switch mode or an SA button in  
Hybrid/PBX mode.  
! ꢂꢁ When you hear dial tone, dial ꢂꢁꢁꢀto activate test mode.  
You should hear a steady test tone over the handset and a ring burst  
over the speaker. The telephone’s red and green LEDs should be on.  
! ꢃꢁ To test the line buttons, press any line button with two LEDs (red  
and green).  
The diagnostic tone should stop, and the LEDs for that button should go  
off.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-5  
! ꢄꢁ Press the same line button repeatedly to toggle between the green  
and red LEDs. For a QCC, the display should show the name of the  
feature programmed on the button.  
! ꢅꢁ To test a fixed-feature button with one LED, press the button.  
The Feature and HFAI LEDs should turn off. The first press of the  
Speaker button should turn off the Mute LED. The second press of the  
Speaker button should turn off the Speaker LED.  
! ꢆꢁ To test the red Message light, press a fixed-feature button without  
an LED (such as Transfer, Conf, or Drop) or any dialpad button.  
The Message light should turn off.  
! ꢇꢁ Hang up the handset to leave test mode.  
Testing MLX Display Telephones  
While the MLX display telephone is in test mode, follow the steps below  
to test the display buttons:  
! ꢀꢁ Press each fixed display button (Home, Menu, Inspct, and More).  
The display should spell out these button labels.  
! ꢂꢁ Press the unlabeled display buttons.  
The display should indicate 'LVSOD\ꢀ%XWWRQ n, where n is the number of  
the display button, 1 through 4.  
Testing MLX Telephones with MFMs  
You should test MLX telephones with MFMs for proper channel  
operation and test the MFM circuitry for the TTR, the ring generator, and  
the Message light.  
To test an MLX telephone with an MFM installed and configured as a  
T/R adapter, follow the steps below:  
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MERLIN LEGEND Communications System Release 6.1  
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Initializing and Testing the System  
Testing the System  
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! ꢀꢁ Connect a working 2500-type single-line telephone with a Message  
light to the MFM adapter (the 2500 telephone also must have a  
mechanical ringer).  
! ꢂꢁ Pick up the handset and listen for dial tone. Dial ꢄꢂꢇ.  
You should hear another dial tone.  
! ꢃꢁ Press any button.  
This will deactivate the test tone.  
! ꢄꢁ Dialꢃꢄꢅꢆꢇꢈꢉꢊꢋꢂꢁꢌ. Press the switchhook quickly.  
You should hear a confirmation tone.  
! ꢅꢁ Hang up.  
The control unit should send a ring burst and the Message light on the  
2500 telephone should turn on.  
! ꢆꢁ Turn off the Message light.  
Dial the appropriate feature code.  
Testing Telephones for Dial Tone  
To test for dial tone, follow the steps below:  
! ꢀꢁ Press an ICOM or SA button (depending on the mode of operation).  
The red LED next to this button should go on.  
! ꢂꢁ Press the Speaker button.  
The green LED next to ICOM or SA button should turn on; you should  
hear a dial tone, and the green LED next to the Speaker button should  
turn on.  
! ꢃꢁ Press the Speaker or ICOM or SA button again to disconnect  
intercom.  
The green LEDs next to ICOM or SA and Speaker buttons should turn off  
and the dial tone should stop. The red LED remains on in some cases.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-7  
Testing Telephones for Outside Dial Tone  
To test for outside line dial tone, follow the steps below:  
! ꢀꢁ Without lifting the handset, press one of the outside line buttons.  
The red LED next to this button should turn on.  
! ꢂꢁ Pick up the handset or press the Speaker button.  
The green LED next to the line button should turn on and you should  
hear a dial tone.  
! ꢃꢁ Hang up and repeat Steps 1 and 2 for each line button on the  
telephone.  
Testing Analog Multiline and  
Single-Line Telephones  
To test the basic operation of analog multiline and single-line  
telephones, follow the steps below:  
! ꢀꢁ If you are testing a multiline telephone, press an ICOM or SA button.  
! ꢂꢁ Pick up the handset and wait for dial tone.  
! ꢃꢁ Dial the extension number of another working telephone.  
You should hear ringback on your telephone and ringing at the called  
telephone.  
! ꢄꢁ At the called telephone, have someone pick up the handset; verify  
that you have good two-way communication.  
! ꢅꢁ At both telephones, hang up.  
If you are testing a single-line telephone, this is the end of the procedure.  
! ꢆꢁ If you are testing a multiline telephone, press an outside line or SA  
button.  
In Hybrid/PBX mode, make sure that the destination telephone has a  
personal line or is a DLC operator.  
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Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-8  
a. Pick up the handset and wait for the dial tone.  
b. If you pressed an SA button, dial the dial-out code.  
c. Dial the destination telephone.  
You should hear ringback on your telephone and ringing at the  
destination telephone.  
d. Have someone pick up the handset at the destination telephone;  
verify that you have good two-way communication.  
e. At both telephones, hang up.  
! ꢇꢁ If the extension is toll-restricted, place a toll call.  
You should hear a reorder tone.  
Testing Ground-Start and Loop-Start Trunks  
(Hybrid/PBX Systems Only)  
To test the GS and LS outgoing and incoming trunks at a telephone,  
follow the steps below:  
! ꢀꢁ Dial ꢄꢂꢈ followed by the trunk ID number (01 through 80).  
You should hear dial tone for a working trunk, a reorder tone for a DID  
trunk or an invalid trunk number, or a busy tone if the trunk is in use.  
NOTE:  
Dialing ꢄꢂꢈ on a single-line telephone works only if the telephone  
has a touch-tone dialpad and the trunk accepts touch-tone dialing.  
! ꢂꢁ Repeat Step 1 for all outgoing trunks.  
! ꢃꢁ Dial an incoming trunk on the system.  
! ꢄꢁ Have someone answer the call at another telephone; verify that you  
have good two-way communication.  
! ꢅꢁ Repeat Steps 3 and 4 for all incoming trunks.  
! ꢆꢁ Hang up to exit test mode.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-9  
Testing DID Trunks  
To test DID trunks, follow the steps below:  
! ꢀꢁ Have someone at the central office check all DID trunks, or have  
someone call from the outside to check each DID trunk.  
! ꢂꢁ When the first trunk rings, answer it.  
! ꢃꢁ Instruct the caller to put the call on hold or put down the handset  
while making the next call.  
! ꢄꢁ When the next trunk rings, put the previous call on hold and repeat  
this procedure until all eight DID trunks have been connected  
successfully.  
! ꢅꢁ When all trunks are connected with good communication,  
disconnect each call and have the caller do the same.  
Testing Tie Trunks  
Before you test tie trunks, make sure that the tie trunks for the system  
are connected and properly programmed. Have someone at the far end  
ready to place and receive calls throughout the testing procedures listed  
below.  
The tie trunk testing procedures in this section are as follows:  
Automatic-start two-way (both incoming and outgoing)  
Automatic-start incoming only  
Automatic-start outgoing only  
Dial-repeating two-way (both incoming and outgoing)  
Dial-repeating incoming only  
Dial-repeating outgoing only  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-10  
NOTE:  
Dial-repeating tie trunks are also called wink-, immediate-, and  
delay-type tie trunks. These terms are used in system  
programming to describe the type of signaling used on the trunk.  
Testing Two-Way Automatic-Start Tie Trunks  
For two-way automatic-start tie trunks, perform both the incoming and  
outgoing automatic-start tie trunk tests.  
Before testing outgoing or two-way automatic-start tie trunks, have  
someone ready to take your call at the receiving telephone.  
Testing Incoming Automatic-Start Tie Trunks  
Perform this test for automatic-start tie trunks that are two-way or  
incoming only. If you are testing two-way automatic-start tie trunks,  
perform the outgoing test as well.  
To test incoming automatic-start tie-trunks, follow the steps below:  
! ꢀꢁ At the far-end tie-trunk site, have someone pick up the handset and  
dial a tie trunk assigned to a button on your telephone.  
Your telephone should ring and the LEDs next to the tie-trunk button  
should respond as follows: the red LED should turn on and the green  
LED should flash.  
! ꢂꢁ Pick up your handset and verify that you have good two-way  
communication.  
The green LED should change from flashing to steady.  
! ꢃꢁ At both telephones, hang up.  
The green LED should turn off, the red LED should turn off, and another  
red LED may turn on.  
! ꢄꢁ Repeat Steps 1 through 3 for all incoming and two-way  
automatic-start tie trunks.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-11  
Testing Outgoing Automatic-Start Tie Trunks  
Perform this test for automatic-start tie trunks that are two-way or  
outgoing only. If you are testing two-way automatic-start tie trunks,  
perform the incoming test as well.  
To test outgoing automatic-start tie trunks, follow the steps below:  
! ꢀꢁ At any telephone that has access to an automatic-start tie trunk,  
press the first tie-trunk button.  
The red LED next to the tie-trunk button just pressed turns on.  
! ꢂꢁ Pick up the handset. (In Hybrid/PBX systems with pooled tie trunks,  
press an SA button and dial the pool dial-out code.)  
The green LED next to the selected button turns on and you hear ringing.  
! ꢃꢁ When the person answers, verify that you have good two-way  
communication and hang up.  
The green LED should turn off, the red LED should turn off, and another  
red LED may turn on.  
! ꢄꢁ Repeat Steps 1 through 3 for each outgoing and two-way  
automatic-start tie trunk.  
Testing Two-Way Dial-Repeating Tie Trunks  
For two-way dial-repeating tie trunks, perform both the incoming and  
outgoing dial-repeating tie trunk tests.  
Testing Incoming Dial-Repeating Tie Trunks  
Perform this test for dial-repeating tie trunks that are two-way or  
incoming only. If you are testing two-way dial-repeating tie trunks,  
perform the outgoing test as well.  
To test incoming dial-repeating tie trunks, follow the steps below:  
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MERLIN LEGEND Communications System Release 6.1  
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Initializing and Testing the System  
Testing the System  
Page 7-12  
! ꢀꢁ Have the person at the far end place a dial-repeating call to your  
telephone by dialing the proper tie-trunk number.  
Your telephone rings and the green LED next to ICOM (or SA for  
Hybrid/PBX systems) flashes.  
! ꢂꢁ Pick up the handset.  
The red LED next to the ringing button turns on and the green LED  
changes from flashing to steady.  
! ꢃꢁ Verify that you have good two-way communication and hang up.  
The green LED should turn off, the red LED should turn off, and another  
red LED may turn on.  
! ꢄꢁ Repeat Steps 1 through 3 for each incoming or two-way  
dial-repeating tie trunk.  
Testing Outgoing Dial-Repeating Tie Trunks  
Perform this test for dial-repeating tie trunks that are two-way or  
outgoing only. If you are testing dial-repeating two-way tie trunks,  
perform the incoming test as well.  
To test outgoing dial-repeating tie trunks, follow the steps below:  
! ꢀꢁ At any telephone that has access to a dial-repeating tie trunk, press  
the first tie-trunk button.  
The red LED next to the pressed tie-trunk button lights.  
! ꢂꢁ Pick up the handset. (In Hybrid/PBX systems with pooled tie trunks,  
press an SA button and dial the pool dial-out code.)  
The green LED next to the selected button lights.  
! ꢃꢁ Dial the tie-trunk number of the extension where someone is  
waiting for your call.  
You should hear ringing.  
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Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-13  
! ꢄꢁ When the person answers, verify that you have good two-way  
communication, then hang up.  
The green LED should turn off, the red LED should turn off, and another  
red LED may turn on.  
! ꢅꢁ Repeat Steps 1 through 4 for each outgoing or two-way  
dial-repeating tie trunk.  
Testing BRI Trunks  
Perform the testing described in “800 NI-BRI Module Problems” in  
Chapter 4 of Maintenance and Troubleshooting.  
Testing Selected System Features  
This section provides procedures to test the following system features:  
Automatic Route Selection (ARS). For Hybrid/PBX mode only.  
Use the same test for Idle Line Preference, a similar feature used  
in Key mode only. Use the same test for Station Message Detail  
Recording (SMDR), as explained in the test procedure. Refer to  
Planning Forms 3e, 3f, and 3g for ARS information.  
Group Calling. Use the same test for the Listed Directory  
Number (the QCC queue), which is for Hybrid/PBX only. Use the  
same test for Group Paging. Refer to Planning Form 7d for Group  
Calling information.  
Coverage. Refer to Planning Form 7c for Group Coverage  
information.  
If any feature does not work properly, check system programming. You  
can run these tests easily from an MLX telephone or an analog multiline  
telephone.  
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Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-14  
ARS and SMDR Tests  
If ARS patterns have been programmed, you can test routing by placing  
toll calls and checking the trunk indicated on the SMDR printout. Check  
the report to see which line/trunk the system selected for an outgoing  
call.  
The length of each toll call must be equal to or greater than the minimum  
SMDR recording time. Otherwise, SMDR does not recognize the  
attempt as a call. To determine the minimum SMDR recording time,  
check with the customer’s system manager (the factory setting is 40  
seconds).  
To verify ARS patterns, follow the steps below:  
! ꢀꢁ In Hybrid/PBX mode, determine which toll numbers to call by  
examining the system manager’s ARS patterns.  
! ꢂꢁ At any multiline telephone, pick up the handset and dial the ARS  
access code and one of the toll numbers.  
Make sure the call is completed before hanging up.  
! ꢃꢁ Repeat Step 2 for additional toll numbers.  
! ꢄꢁ At the SMDR printer, verify that the call was made on the correct  
trunk group and check the number of seconds before the call is  
reported on the SMDR printout.  
If there are errors, check system programming.  
Group Calling Test  
To test Group Calling features, follow the steps below:  
! ꢀꢁ Make sure that each group member is logged into the group.  
To log in, each member dials ꢉꢊꢊꢍ  
! ꢂꢁ At any telephone, pick up the handset and dial the trunk that is  
programmed to ring for a particular calling group.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-15  
! ꢃꢁ At the ringing telephone, have someone pick up the handset and  
verify that you have good two-way communication.  
! ꢄꢁ Repeat Steps 2 and 3 for each calling group.  
! ꢅꢁ Make additional calls to check each member of each calling group.  
! ꢆꢁ At any telephone, pick up the handset and dial the group extension  
number.  
! ꢇꢁ Test the calling group delay announcement (if provided) for each  
group.  
a. Make the group busy or have all members log out of the group (by  
dialing ꢉꢄꢊꢊat each group extension).  
b. Repeat Step 2.  
c. After listening to the delay announcement, hang up.  
d. Repeat these steps for each group.  
! ꢈꢁ At the ringing telephone, have someone pick up the handset and  
verify that you have good two-way communication.  
System Speed Dial Test  
To test System Speed Dial numbers, follow the steps below:  
! ꢀꢁ Find out which numbers have been programmed for System Speed  
Dial.  
See the system manager or use Form 10b as a reference for System  
Speed Dial numbers.  
! ꢂꢁ From the test telephone, pick up the handset and dial a System  
Speed Dial code.  
Verify that you have good two-way communication and that the correct  
party was reached.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-16  
Coverage Test  
To verify that coverage is in effect, follow the steps below:  
! ꢀꢁ Have someone call the covered telephone.  
! ꢂꢁ Count the number of rings at the covered telephone before the  
covering telephone starts ringing.  
This should be the same as the programmed number of rings.  
! ꢃꢁ Pick up the handset at the covering telephone and verify that you  
have good two-way communication.  
! ꢄꢁ Hang up the handset at the covering telephone.  
! ꢅꢁ Check both Individual and Group Coverage.  
Testing the DSS  
At each Direct Station Selector (DSS), check that all lights are  
operational. Then use the DSS to call a telephone in the system. Test  
the Page buttons on the DSS.  
Testing Night Service  
To test the Night Service feature on the system operator console, follow  
the steps below:  
! ꢀꢁ At the system operator console, press the Night Service button.  
If Night Service with Outward Restriction is programmed, you must also  
enter the password. (You can also activate Night Service on a DLC by  
pressing the Feature button and dialing ꢈꢇ.)  
The Night Service LED turns on.  
! ꢂꢁ Pick up the handset and press a button for an outside trunk.  
! ꢃꢁ Dial the outside number that reaches an operator console that is  
programmed to receive Night Service coverage.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-17  
! ꢄꢁ Verify that the telephones assigned to the Night Service group are  
ringing.  
! ꢅꢁ Have someone pick up the handset at a telephone in the Night  
Service group.  
Verify that you have good two-way communication.  
! ꢆꢁ At both telephones, hang up.  
! ꢇꢁ Repeat Steps 2 through 6 for each operator console that is  
programmed to receive Night Service coverage.  
! ꢈꢁ Test telephones that are programmed for Night Service with  
Outward Restriction.  
a. Pick up a handset on a restricted telephone and verify that outside  
calls are not allowed.  
b. Using the password, make an outside call.  
c. Hang up the handset.  
d. Press the Recall button and dial the password. (On an MLX  
telephone without a programmed Recall button, press the Feature  
button and dial ꢋꢋꢌ and the password before picking up the  
handset.)  
e. Pick up the handset and make an outside call.  
f. Verify that you have good two-way communication and hang up.  
! ꢉꢁ At the operator console, press the Night Service button again. If you  
used a password in Step 1, enter the password again. Verify that the  
Night Service LED turns off.  
Testing the Dictation System  
If dictation equipment has not been installed, skip this test. Place a call  
to verify that you can access the dictation system.  
To access the dictation system, follow the steps below:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-18  
! ꢀꢁ At the test telephone, pick up the handset.  
! ꢂꢁ Dial the access code and the number associated with the dictation  
equipment.  
! ꢃꢁ Verify that the ready tone is transmitted.  
! ꢄꢁ Test the transmission in both directions; make a recording and play  
it back.  
! ꢅꢁ Hang up.  
Testing the Paging System  
To test the paging system, follow the steps below:  
! ꢀꢁ Pick up the handset at the test telephone and dial the number for a  
particular zone.  
If ZoneMate 9 paging equipment is in use with PagePac 20, get an  
acknowledgment tone first and then dial the zone code to make an  
announcement. You may hear a confirmation tone.  
! ꢂꢁ Make an announcement into the handset.  
You should hear the announcement over the loudspeaker(s).  
! ꢃꢁ Hang up.  
! ꢄꢁ Repeat Steps 1 through 3 for all paging zones.  
Testing Music On Hold  
To verify that music is provided to outside callers placed on hold, follow  
the steps below. Inside callers do not hear Music On Hold.  
! ꢀꢁ Pick up the handset at the test telephone.  
! ꢂꢁ Dial the central office trunk access code and the system’s  
published directory number; or, if you are using a DID trunk, dial  
any extension.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-19  
! ꢃꢁ At the destination extension, answer the incoming call.  
! ꢄꢁ At the destination extension, press the Hold button.  
The line button’s green LED should flash.  
! ꢅꢁ Verify that music is heard at the destination extension and adjust  
the volume as required.  
! ꢆꢁ Hang up.  
NOTE:  
If the customer uses equipment that rebroadcasts music or other  
copyrighted materials, the customer may be required to obtain a  
copyright license from and pay license fees to a third party such as  
the American Society of Composers, Artists, and Producers  
(ASCAP) or Broadcast Music Incorporated (BMI). Or the customer  
can purchase a Magic-on-Hold system, which does not require that  
you obtain such a license, from Lucent Technologies.  
Testing the Power Failure Transfer Jacks  
To test a power failure transfer (PFT) jack for proper operation, you must  
assign the outside line numbers to the module’s line/trunk jacks and the  
trunks must be operational. A PFT telephone on a GS line must have a  
GS button attached to the telephone. See Figure 7–1.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-20  
Ground-Start Button  
Figure 7-1. Ground-Start Button  
To test PFT jacks, follow the steps below:  
! ꢀꢁ Plug a touch-tone or rotary dial telephone into a PFT jack.  
! ꢂꢁ Note the outside line number assigned to the lowest line/trunk jack  
on the module and be sure that the outside trunk is connected to  
the system.  
! ꢃꢁ Turn off power to the control unit.  
Follow the procedure in “Powering Down the System” in Chapter 9.  
! ꢄꢁ If the telephone is connected to a GS trunk, push the GS button  
attached to the telephone.  
! ꢅꢁ Pick up the handset on the touch-tone or rotary dial telephone.  
You should hear a dial tone.  
! ꢆꢁ If the telephone is connected to a GS trunk, push the GS button  
attached to the telephone again.  
! ꢇꢁ Dial an outside number—make sure someone can answer the call.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Testing the System  
Page 7-21  
! ꢈꢁ After the call is answered and you have verified that you have good  
two-way communication, give the person the telephone number  
assigned to the outside line bridged by the PFT jack to which you  
are connected.  
This is the number noted in Step 2.  
! ꢉꢁ Have that person call the number after you hang up.  
Your phone should ring after the caller completes dialing the number.  
!ꢊꢁ Answer the phone and verify that you have good two-way  
communication. Hang up.  
!ꢀꢁ Repeat Steps 1, 2, and 4 through 10 to test all PFT jacks.  
!ꢂꢁ Turn the power back on.  
Follow the procedure in “Powering Up the System” in Chapter 2.  
Testing Touch-Tone Receivers  
The 400 (L/S), 400 GS/LS, and 016 (T/R) modules each provide four  
touch-tone receivers (TTRs). The 008 OPT module, 800 DID module,  
012 T/R module, and 800 GS/LS-ID modules each provide two TTRs.  
To test TTRs, follow the steps below:  
! ꢀꢁ Pick up the handset of a touch-tone single-line telephone that is  
connected to an 012, 016 (T/R), or 008 OPT module.  
! ꢂꢁ Dial ꢄꢂꢊ and the 2-digit number (starting with 01) of the TTR that  
you want to test.  
You should hear a busy tone if the receiver is in use, or a reorder tone if  
you misdialed or addressed a receiver not in your system. (This can  
happen if you dialed ꢂꢋ and your system has only an 012 module and  
one 400 (LS) module, for a total of six TTRs.)  
! ꢃꢁ If you hear reorder tone, try again.  
If you hear dial tone after one to three seconds of silence, proceed with  
this test.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Installing the Control Unit’s Housing  
Page 7-22  
! ꢄꢁ Dialꢅꢍꢈꢊꢌꢎꢋꢁꢇꢄꢂꢉꢍ  
You should hear a dual-tone multifrequency (DTMF) signal as each  
button is pressed. When you finish dialing, you should hear a 3-beep  
confirmation tone.  
! ꢅꢁ Repeat the test for each TTR.  
Installing the Control Unit’s  
Housing  
After you complete system acceptance testing and if you are confident  
that the system is completely installed, you can install the control unit’s  
housing.  
NOTE:  
Beginning with Release 2.1 or later, the control unit covers are  
identical to those on the MERLIN II Communications System. If you  
need to install control unit covers on a system prior to Release 2.1,  
see Chapter 9, “Upgrading the System.”  
Installing the Top Cover  
To install the top cover, see Figure 7–2 and follow these steps:  
! ꢀꢁ Be sure the cords have been pressed through the wire managers at  
the base of the modules.  
! ꢂꢁ Hold the top cover with the hooks facing you.  
! ꢃꢁ Engage the tabs at the rear of the top cover with the carrier.  
! ꢄꢁ Lower the top cover so the legs lock into the vents on the module.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Installing the Control Unit’s Housing  
Page 7-23  
Top cover  
Empty  
module  
Figure 7-2. Installing the Control Unit Top Cover  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Initializing and Testing the System  
Installing the Control Unit’s Housing  
Page 7-24  
Installing the Front Cover  
To install the front cover, see Figure 7-3 and follow these steps:  
! ꢀꢁ Hook the top of the front cover onto the top cover.  
! ꢂꢁ Push down on the bottom of the front cover until it locks securely  
on the base of the wire manager on the modules.  
M
E
R
L
IN  
L
E
G
E
N
D
Front  
cover  
M
E
R
L
I
N
L
E
G
E
N
D
Figure 7-3. Installing the Control Unit Front Cover  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Installing Applications  
Page 8-1  
Installing Applications  
8
8
This chapter provides installation guidelines and documentation  
references for the applications that the system supports.  
You can install the following software and hardware products on the  
system. See the documentation packaged with each application for  
detailed installation instructions.  
Standalone products  
— Call Accounting Terminal (CAT)  
CAT Business (CAT/B)  
CAT Hospitality (CAT/H)  
— MERLIN LEGEND Mail  
— Messaging 2000  
— Intuity  
— MERLIN PFC Telephone*  
— Lucent Technologies Attendant  
— MERLIN MAIL  
— CONVERSANT  
*
These applications are no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Page 8-2  
DOS-based products  
— Call Accounting System (CAS) for the MERLIN LEGEND  
Communications System  
CAS Plus V3 Business  
HackerTracker System for CAS Plus V3  
CAS for Windows  
— Call Management System (CMS)  
— PassageWay Direct Connect Solution for Microsoft®  
Windows  
— System Programming and Maintenance (SPM)  
Integrated Solution III (IS III) UNIX System-based products  
— AUDIX Voice Power IS III*  
— Call Accounting System (IS CAS)  
— System Programming and Maintenance (SPM) IS III  
— Fax Attendant System IS III  
Beginning with Release 5.0, you can also install a Computer Telephony  
Integration (CTI) link using an MLX port on a 008 MLX or 408 MLX  
module. See “Installing a CTI Link” later in this chapter.  
!
Security Alert:  
Products that are connected through a voice port must be properly  
restricted to prevent toll fraud. See Appendix A following Maintenance  
and Troubleshooting for more information.  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Voice Messaging Systems and Touch-Tone Receivers  
Page 8-3  
Voice Messaging Systems and  
Touch-Tone Receivers  
The following applications are voice messaging systems (VMSs):  
MERLIN LEGEND Mail  
Messaging 2000  
Intuity  
MERLIN MAIL Voice Messaging System*  
Lucent Technologies Attendant*  
AUDIX Voice Power IS III*  
Automated Document Delivery System (ADDS)  
Considerations  
You must connect applications that use mode codes to integrated VMI  
ports. Applications that do not use mode codes, such as Lucent  
Technologies Attendant*, connect to generic VMI ports. The T/R ports  
on 012 or 016 (T/R) basic telephone modules are programmed as either  
generic VMI or integrated VMI.  
A VMS requires a certain number of touch-tone receivers (TTRs),  
depending on the number of VMS ports—see Table 8–1. The following  
modules supply two TTRs: 012, 400 (LS), 400 GS/LS/TTR, and 008  
*
These applications are no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Automated Document Delivery System  
Page 8-4  
OPT (but the 008 OPT module does not support VMS applications). The  
016 (T/R) module supplies four TTRs.  
Table 8-1. TTRs Required by VMS  
No. of VMS Ports  
No. of TTRs Required  
1
2
1
1
2
2
3
4
6
3
4
6
8
12  
Automated Document  
Delivery System  
Automated Document Delivery System (ADDS) is a computer-based  
system for faxing documents. ADDS stores the documents in a  
database and automatically faxes them, on request, 24 hours a day.  
Prompts guide a caller using a touch-tone telephone through the  
process of selecting a document and indicating the fax number where  
he or she will receive the information. The caller then receives the  
requested information in minutes.  
Considerations  
Using one line for fax transmission limits ADDS to approximately 100  
calls per day. Businesses anticipating more than 100 calls per day may  
need more than one system to handle the call volume efficiently.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Accounting System  
Page 8-5  
Use ADDS in a two-line configuration to maximize performance and  
minimize busy signals. ADDS can work behind an automated attendant.  
ADDS does not function with an MFM.  
Hardware Requirements  
To set up ADDS, a business must have the following:  
Automated Document Delivery System unit  
Touch-tone telephone  
Group III (G3) fax machine with an integrated handset  
To request and receive information, a caller must have a touch-tone  
telephone and a Group III (G3) fax machine.  
For backup, one of the following is required:  
Lucent Technologies 705 MT Multitasking Terminal  
Lucent Technologies 6386/SX WGS (or compatible) with  
ProComm Plus software.  
See the Lucent Technologies Automated Document Delivery System  
(ADDS) Administrator’s Guide for installation instructions.  
Call Accounting System  
Call Accounting System (CAS) is ideal for medium and large companies  
that want to manage telephone usage and control costs by tracking calls  
placed from and received by the system.  
NOTE:  
CAS is also available as part of the UNIX System-based Integrated  
Solution II (IS II) and Integrated Solution III (IS III) software  
applications.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Accounting System  
Page 8-6  
CAS runs on an approved DOS PC. Two versions of the product  
are offered: CAS for Windows and CAS Plus V3.  
HackerTracker System for CAS Plus V3 is a software enhancement  
designed to help detect fraudulent use of the communication  
system. The HackerTracker software can detect abnormal calling  
activity by monitoring facilities and account code usage. It then logs  
the activity and issues a real-time alarm.  
Considerations  
You can connect only one CAS to the system. CAS operates on a  
dedicated PC running DOS.  
Hardware and Software Requirements  
A typical CAS Plus V3 system consists of the following:  
An approved DOS PC with:  
— 640K RAM  
— Hard disk drive with at least 3 MB of available space for the  
application software  
— Parallel printer output  
— Serial SMDR input  
One parallel printer  
D8W cord and 355AF adapter connecting the SMDR port on the  
communications system to the COM1 serial port on the PC  
DOS version 3.3 or later  
CAS software  
To use CAS for Windows with the system, the following components are  
recommended:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Accounting System  
Page 8-7  
For a single-site system, an NCR 3315 PC (20-MHz 386) with 6  
MB of RAM and a 120-MB hard disk  
For a multisite system, an NCR 3332 PC (66-MHz 486) with 16  
MB of RAM and a 340-MB hard disk  
— MS-DOS 5.0 or higher  
— Windows 3.1 or later  
VGA color monitor  
Bus mouse  
For a single-site system, a 525-MB tape drive  
For a multisite system, a 120-MB tape drive  
Okidata Microline 184T dot matrix or OL830 laser parallel printer  
For communications using CAS for Windows, the following components  
are recommended:  
For a single-site system, one parallel port and two built-in serial  
ports (DB9 for direct switch connection and DB25 for other  
connections)  
For a multisite system, one parallel port and a four-port Equinox  
Mark-IV board with four RJ45 connections for direct switch  
hookup  
For remote diagnostics, a Remote Maintenance Board  
If a modem is used, an Lucent Technologies COMSPHERE 3830  
or compatible  
If you are using the 9-pin port on your PC for the direct switch  
connection, you need a DB9-to-modular adapter  
An RJ45 modular cable to connect the PC’s COM1 port with the  
control unit’s SMDR port  
A summary of the installation procedure is provided below:  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Accounting Terminal  
Page 8-8  
! ꢀꢁ Connect the hardware. See “Connecting a PC to the Control Unit” in  
Chapter 5.  
! ꢂꢁ Complete the CAS worksheets.  
Make sure that they show all information you need on telephone lines  
and extensions, calling patterns and processing options, and  
departments and personnel.  
! ꢃꢁ Load and test DOS version 3.3 or later and CAS. If you are installing  
CAS for Windows, load and test DOS version 5.0 or later, Windows  
version 3.1 or later, and CAS.  
! ꢄꢁ Use the planning worksheets to program the software to meet the  
needs of the customer.  
CAS Documentation  
Call Accounting System Plus V3 Installation  
Call Accounting System Plus V3 Administration and Operation  
Call Accounting System for Windows Installation, Administration, and  
Operation  
Call Accounting Terminal  
Call Accounting Terminal (CAT) Plus is a standalone application that  
provides accurate and flexible call accounting at a low cost. Two  
versions of this product are offered: CAT Plus Hospitality for hotels and  
health care facilities and CAT Plus Business for other types of  
businesses. For more information, see “Connecting a Printer to a  
Control Unit” in Chapter 5.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Accounting Terminal  
Page 8-9  
Considerations  
You can connect only one CAT to the system. You must use a serial  
printer such as the CAT printer. You must locate the CAT Plus within the  
distances noted below:  
Control unit  
— 14 ft. (4.27 m) direct connection  
— 1000 ft. (305 m) using building wiring  
Serial printer, 50 ft. (15.2 m)  
Power supply-grounded wall outlet, 4 ft. (1.22 m)  
Hardware Requirements  
The following hardware is required for CAT installation:  
Call Accounting Terminal, CAT Plus  
Serial printer (Lucent Technologies CAT Printer is recommended)  
D8W cord and 355AF adapter connecting the SMDR port on the  
communications system to the SMDR jack of the CAT  
A summary of the installation procedure is provided below:  
! ꢀꢁ Before connecting the CAT, set the 10 CAT switches to establish the  
speed or baud rate for the CAT and its associated printer.  
! ꢂꢁ Connect the control unit, CAT, printer, and power supply. See  
Chapter 5, “Connecting a Printer to the Control Unit.” Do not use an  
outlet that is controlled by a wall switch.  
! ꢃꢁ Test the CAT Plus, following the instructions provided in the  
documentation packaged with the application.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Management System  
Page 8-10  
CAT Documentation  
Call Accounting Terminal, CAT Plus V3 for Business Installation and Use  
Call Accounting Terminal, CAT Plus V3 for Hospitality Installation and  
Use  
Call Management System  
Call Management System (CMS) is a DOS-based software application  
that simulates the actions of a system operator by answering calls and  
distributing them to individual telephones.  
Considerations  
You cannot connect a CMS in Behind Switch mode.  
If a business requires more than 28 lines or employs more than 28  
agents, you can install up to two CMSs on a system to handle a second  
set of lines.  
CMS operates on a dedicated PC with DOS, version 3.3 or higher.  
The CMS supervisor’s console is a Direct-Line Console.  
CMS agents can use any MLX or analog multiline telephone that the  
system supports.  
You must connect agent telephones to the first 58 telephone jacks on  
the control unit. (CMS allows only a 2-digit method to specify an  
extension number; jacks 59 to 144 are designated by 4 digits.)  
Because CMS is compatible only with 2-digit dialing, do not use flexible  
numbering on any telephone associated with CMS.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Management System  
Page 8-11  
The two CMS interface card ports on the PC must be connected to two  
analog multiline telephone jacks on the same analog multiline telephone  
module; these jacks must be operator positions. If two operator position  
jacks are not available on the same module, another analog multiline  
telephone module must be installed in the control unit to provide these  
jacks.  
CMS trunks can be loop-start, ground-start, T1-emulated ground-start,  
or Primary Rate Interface (PRI).  
Up to four CMS external alerts can be used for agents and supervisors.  
For example, an alert sounds if the number of calls waiting to be  
answered nears a programmed threshold.  
Lucent Technologies Attendant* can be used to direct callers to the  
appropriate CMS group.  
To play music for waiting callers, you must attach a Music On Hold  
(MOH) product that is compatible with an MOH coupler.  
NOTE:  
If the customer uses equipment that rebroadcasts music or other  
copyrighted materials, the customer may be required to obtain a  
copyright license from and pay license fees to a third party such as  
the American Society of Composers, Artists, and Producers  
(ASCAP) or Broadcast Music Incorporated (BMI). Or the customer  
can purchase a Magic-on-Hold system, which does not require that  
you obtain such a license, from Lucent Technologies.  
Hardware and Software Requirements  
The following hardware and software are required for CMS installation:  
An approved PC with 640K RAM, 3.5-inch floppy disk drive, and a  
20-MB hard disk drive  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Call Management System  
Page 8-12  
An approved monochrome or color monitor  
CMS interface card with two 14-ft. (4.27-m), 4-pair modular plug  
telephone cords and one 14-ft. (4.27-m) DIN connector cord for  
connection to Digital Announcement Unit  
CMS software  
Digital Announcement Unit for CMS  
Parallel printer and cable to connect the printer to the PC  
Supervisor console (MERLIN II System Display Console)  
Agent telephones (any MLX or analog multiline telephones  
supported by the system)  
Two analog multiline modules (008 or 408); one to connect the  
two PC ports to the operator positions, and one to connect the  
CMS supervisor console  
DOS, version 3.3 or higher  
See the CMS documentation for a list of optional hardware that you can  
use with CMS.  
CMS comes with a hardware installation checklist and information on  
installing the CMS software, creating an agent directory, programming  
lines and groups, and testing and managing calls. The control unit  
permits the connection of two CMS applications, and each application  
can have one PC.  
CMS Documentation  
Call Management System (CMS) for the MERLIN LEGEND  
Communications System Installation and System Programming Guide  
Call Management System for MERLIN LEGEND Communications  
System User’s Quick Reference  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
CONVERSANT  
Page 8-13  
Call Management System for MERLIN LEGEND Communications  
System Supervisor’s Guide  
Call Management System for MERLIN LEGEND Communications  
System Planning Guide and Forms  
CONVERSANT  
CONVERSANT is an entry-level voice response system that enables  
you to run integrated voice response (IVR) applications. CONVERSANT  
can automatically answer and route calls and execute telephone  
transactions. CONVERSANT consists of the hardware and software that  
supports transaction processing, data retrieval, and data entry using a  
touch-tone telephone connected to a public telephone network.  
!
Security Alert:  
Products that are connected through a voice port must be properly  
restricted to prevent toll fraud. See Appendix A in Maintenance and  
Troubleshooting for more information.  
Considerations  
CONVERSANT supports a maximum of 24 channels of analog ports, or  
up to six IVP4 boards. In a co-resident environment, such as  
CONVERSANT and AUDIX Voice Power, the system supports a  
maximum of 16 channels. The number of channels assigned to AUDIX  
Voice Power can never exceed 12.  
Hardware Requirements  
The platform for CONVERSANT is the Master Controller III (Tower). The  
Master Controller III is a desktop 20 MHz, 486-SX PC with six available  
EISA bus slots (with the tape drive installed). It has 8 MB of RAM. It  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Integrated Solution III  
Page 8-14  
includes a system unit, a monitor, and a keyboard. The Master  
Controller III has the following components:  
500-MB fixed disk drive  
250-MB tape drive  
3.5-inch floppy disk drive  
Two serial ports and one parallel port are integrated on the main  
board with connectors on the back panel of the system unit. A disk  
drive controller and fixed disk drive interface also are integrated  
on the main board.  
A Video Graphics Array (VGA) video display controller and a tape  
drive controller are provided on separate add-in boards.  
Lucent Technologies UNIX System V version 3.2.2  
CONVERSANT Intro Documentation  
CONVERSANT Intro Application Support Software Installation Guide  
CONVERSANT Intro Application Support Software User’s Guide  
Integrated Solution III  
Integrated Solution III (IS III) is a complete package of UNIX  
System-based voice processing and call analysis software that helps to  
manage telephone usage and costs. IS III offers a single interface and  
can include:  
Call Accounting (IS CAS)  
AUDIX Voice Power IS III R 2.1.1*  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Integrated Solution III  
Page 8-15  
System Programming and Maintenance (SPM) IS III Release 3.xx  
or higher  
Fax Attendant (FA)  
The number of incoming lines and subscribers programmed for AUDIX  
Voice Power* and the number of busy-hour calls determine how many  
voice channels are required for the customer’s system.  
!
Security Alert:  
Products that are connected through a voice port must be properly  
restricted to prevent toll fraud. See Appendix A in Maintenance and  
Troubleshooting for more information.  
Considerations  
IS III uses Lucent Technologies UNIX System V, Release 3.2.2.  
For AUDIX Voice Power*, program the loop-start ports for reliable  
far-end disconnect.  
For AUDIX Voice Power*, you cannot use an 008 OPT module.  
If IS III includes AUDIX Voice Power* (or Fax Attendant) when users  
receive voice mail (or fax mail) messages, the Message LEDs on their  
telephones light (as long as a mailbox or fax mailbox has been assigned  
to each of those telephones).  
The system may need more touch-tone receivers if:  
Single-line telephone users do not get dial tone  
AUDIX Voice Power* fails to transfer calls  
Calls fail to ring or go to coverage prematurely  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Integrated Solution III  
Page 8-16  
Message-waiting lights fail to light  
CAS IS III uses the call information provided by the system’s built-in  
SMDR feature to process calls.  
SPM IS III reports can be printed out or can be written to a disk (hard or  
floppy).  
SPM IS III reports should not be printed while the system is handling  
more than 100 calls per hour.  
Only the CAS IS III and the SPM IS III applications can be connected to  
a system operating in Behind Switch mode.  
Hardware Requirements  
The Master Controller II+ (Desktop) and the Master Controller III (Tower)  
are the PC platforms for IS III. The Master Controller II+ is a desktop  
20-MHz, 386-SX PC with three available AT bus slots (with the tape  
drive installed). It has 8 MB of RAM memory, either a 100-MB or a  
200-MB hard disk drive, 3.5-inch floppy drive, and a 125-MB streaming  
tape drive.  
The Master Controller III is a tower 20-MHz 486-SX PC with six  
available EISA bus slots (with the tape drive installed). It has 8 MB of  
RAM memory, either 200- or 500-MB hard disk drive, and a 250-MB  
streaming tape drive.  
The following hardware is also required:  
A 355AF adapter for connecting the Master Controller to the serial  
port on the control unit if they are within 50 ft. (15.2 m) of each  
other and are on the same AC branch circuit  
ADUs for connecting the Master Controller to the serial port on the  
control unit, if they are not within 50 ft. (15.2 m) of each other  
and/or they are not on the same AC branch circuit  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Lucent Technologies Attendant  
Page 8-17  
Any additional hardware required by the individual applications  
included in IS III, including the cables and adapters for connecting  
the applications to the system  
IVP4 boards or IVP6 cards for AUDIX Voice Power* and FAX  
Attendant  
012 or 016 (T/R) basic telephone module to provide the tip/ring  
interface for AUDIX Voice Power*  
TR114 boards for FAX Attendant  
A summary of the installation procedure is provided below:  
! ꢀꢁ Set up the equipment and identify the hardware for IS III.  
! ꢂꢁ Connect the hardware as shown in the instructions.  
! ꢃꢁ Install the software and test the IS III application.  
If a voice application is installed, you will need two 125-MB tape  
cartridges for system backup.  
For more information, consult Integrated Solution III Installation and  
Maintenance Guide.  
Lucent Technologies Attendant  
Lucent Technologies Attendantis a standalone application that  
provides operator-like services through the use of pre-recorded  
messages and electronic switching.  
*
This application is no longer available for order.  
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Lucent Technologies Attendant  
Page 8-18  
!
Security Alert:  
Products that are connected through a voice port must be properly  
restricted to prevent toll fraud. See Appendix A in Maintenance and  
Troubleshooting for more information.  
Considerations  
You cannot connect Lucent Technologies Attendantto a system that  
operates in Behind Switch mode.  
You cannot connect Lucent Technologies Attendantto a system that  
has an AUDIX application or a voice mail system installed.  
You can connect a maximum of four Attendants to the system.  
You should program all lines to Lucent Technologies Attendantfor  
reliable far-end disconnect.  
The system may need more touch-tone receivers if:  
Single-line telephone users do not get a dial tone  
Lucent Technologies Attendantfails to transfer calls  
Calls fail to ring or go to coverage prematurely  
When Attendant is set up for both daytime and after-hours operation, the  
time on each Attendant’s clock must match the system clock so that the  
system recognizes the end of the business day.  
Hardware Requirements  
Lucent Technologies Attendantrequires connection to an 012 or 016  
(T/R) basic telephone module. You can use up to eight jacks on an 012  
basic telephone module or up to 16 jacks on an 016 (T/R) basic  
telephone module for Lucent Technologies Attendants.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
MERLIN MAIL  
*
Page 8-19  
If you use all eight jacks on an 012 module for Lucent Technologies  
Attendant, you cannot connect any other devices to the module. When  
using fewer than eight jacks on the 012 module, you can use the  
remaining jacks for tip/ring devices.  
The following hardware is also required:  
Lucent Technologies Attendantunit and cords  
Some AC power strips may be needed, since the Attendant is  
powered by wall-mounted transformers (10 V AC).  
Powering and grounding procedures must follow those  
established for T/R telephones that require auxiliary power.  
For more information, consult Lucent Technologies Attendant Installer’s  
Guide.  
*
MERLIN MAIL  
MERLIN MAIL* Voice Messaging System provides the following  
integrated call management services:  
Automated Attendant  
Call answering  
Voice mail  
!
Security Alert:  
Products that are connected through a voice port must be properly  
restricted to prevent toll fraud. See Appendix A in Maintenance and  
Troubleshooting for more information.  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
MERLIN MAIL  
*
Page 8-20  
The number of incoming trunks and subscribers programmed for  
Automated Attendant service and the number of busy-hour calls  
determine how many MERLIN MAIL *Voice Messaging System jacks are  
required for the user’s system. See Table 8–2.  
Table 8-2. MERLIN MAIL Ports Required  
Number of Jacks Required  
Incoming Trunks  
2
4
1 to 6  
1 to 20  
7 to 18  
21 to 60  
Number of Subscribers or Busy-Hour Calls  
Considerations  
You cannot connect MERLIN MAIL* Voice Messaging System to a  
system operating in Behind Switch mode.  
MERLIN MAIL* Voice Messaging System is available in 2-port and  
4-port configurations. Both models have four hours of message-storage  
capacity.  
You can use up to eight jacks on an 012 basic telephone module or up to  
16 jacks on an 016 (T/R) basic telephone module for MERLIN MAIL*.  
If you use all eight jacks on an 012 module for MERLIN MAIL*, you  
cannot connect any other devices to the module. When using fewer than  
eight jacks on the 012 module, you can use the remaining jacks for  
tip/ring devices.  
When a mailbox user receives voice mail messages, the Message LEDs  
on his or her telephone are on, provided that a physical telephone has  
been assigned to that mailbox.  
*
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
MERLIN MAIL  
*
Page 8-21  
Trunks to be answered by MERLIN MAIL* should be programmed for  
reliable far-end disconnect.  
Callers who dial from rotary telephones cannot use MERLIN MAIL*  
features.  
The system may need more touch-tone receivers if:  
Single-line telephone users do not get a dial tone  
MERLIN MAIL* fails to transfer calls  
Calls fail to ring or go to coverage prematurely  
Message-waiting lights fail to light  
MERLIN MAIL* and Lucent Technologies Attendant* should not be used  
on the same system.  
Programming of MERLIN MAIL is done through a touch-tone interface.  
MERLIN MAIL* has an EIA-232-D serial port and an external modem to  
support remote diagnostics.  
You cannot use the first four logical IDs on a 008 OPT module to  
physically connect telephone equipment; however, you can use the  
extension numbers of these logical IDs for phantom extensions.  
Additional touch-tone receivers (TTRs) may be needed for the 012 or  
016 (T/R) module to handle a large number of voice connections.  
The MERLIN MAILunit can be desk- or wall-mounted and should be  
placed in an area with low humidity and proper ventilation.  
Follow the power and ground procedures for T/R telephones that require  
auxiliary power.  
*
These applications are no longer available for order.  
These applications are no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
MERLIN PFC  
Page 8-22  
Hardware Requirements  
The following hardware is required for MERLIN MAIL* installation:  
MERLIN MAIL* Voice Messaging System unit and power cords  
Remote maintenance device (with a wall-mount transformer)  
Modem cable with a 9-pin connector at one end and a 25-pin  
connector at the other end to connect the remote maintenance  
device to the serial port on the MERLIN MAIL* Voice Messaging  
System unit  
D4BU modular cords (two for a 2-port system or four for a 4-port  
system, plus one for the remote maintenance device)  
012 or 016 (T/R) basic telephone module  
For more information, consult MERLIN MAIL* Voice Messaging System  
for the MERLIN LEGEND Communications System, Installation, System  
Programming, and Maintenance.  
MERLIN PFC  
The MERLIN PFC* (Phone-Fax-Copier) telephone is a 34-button display  
telephone with a built-in fax and personal copier that provides the  
convenience of a fax machine and personal copier in one compact unit.  
The MERLIN PFC* allows the user to make and receive inside and  
outside calls using the built-in speakerphone, and to send and receive  
faxes or make quick copies while using the telephone.  
Considerations  
The fax machine component of the MERLIN PFC* telephone does not  
transmit date, time, and fax number.  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
MERLIN PFC  
Page 8-23  
In Behind Switch mode, a dedicated fax line for incoming fax calls is also  
required; in Hybrid/PBX or Key mode, the system can have either a  
dedicated fax line or Direct Inward Dialing (DID).  
You cannot install the MERLIN PFC* telephone outside a building.  
You must remove all button assignments except the one for the fax line  
from the fax extension.  
You should remove the Voice Announce feature from the fax extension.  
If the dedicated fax line is shared for outgoing calls only, you must  
program the Ringing option to No Ring at every extension except the  
MERLIN PFC* fax extension.  
The MERLIN PFC* can operate in Hybrid/PBX mode, Behind Switch  
mode, or in Key mode. The following sections list differences in  
operation between the two modes.  
Hybrid/PBX and Key Modes  
The dedicated fax line for incoming fax calls from the central office must  
be connected to a line jack on the control unit, and the line cannot be  
assigned to a pool.  
If DID is used, a DID number must be assigned to the fax extension.  
If a dedicated private line is used, assign a fax line to the voice  
extension.  
No lines or pools can be programmed to the fax extension. At the fax  
extension, the dedicated fax line should be programmed to Immediate  
Ring and any other lines should be programmed to No Ring.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
PassageWay Direct Connect Solution  
Page 8-24  
Behind Switch Mode  
The dedicated fax line should be programmed to the MERLIN PFC* fax  
extension.  
The dedicated fax line should be assigned as a secondary (no ring) line  
at the voice extension.  
Hardware Requirements  
The MERLIN PFC* telephone requires two analog ports: one for the  
voice line and one for the fax line.  
The telephone wiring between the control unit and the MERLIN PFC*  
telephone must be installed in the same building.  
For more information, consult MERLIN PFC* Telephone  
Phone-Fax-Copier Installation and Maintenance Guide.  
PassageWay Direct  
Connect Solution  
PassageWay Direct Connect Solution is a collection of five software  
applications that provide an interface between an approved DOS PC  
and the system through an MLX-28D, MLX-20L, or MLX-10DP  
telephone:  
Lucent Technologies Call. A card file application that enables a  
user to maintain names, addresses, telephone numbers, and  
other information.  
*
This application is no longer available for order.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
PassageWay Direct Connect Solution  
Page 8-25  
Lucent Technologies Set. A telephone programming application  
that enables users to program telephone features for their  
MLX-28D, MLX-20L, or MLX-10DP telephones from the PC.  
Multiple button programming files can be created, saved, and  
exchanged with other users.  
Log Viewer. An application that enables users to access  
information from the call log, which stores a record of every call  
made while using Lucent Technologies Call.  
Lucent Technologies Connect. Management software that  
provides the basis for all the other PassageWay applications.  
Lucent Technologies Connect also provides autodialing using the  
command set used by most modems.  
Lucent Technologies Buzz. An application that enables users to  
manage incoming calls (answer, hold, or drop) and view the  
calling party number (Caller ID) for each incoming call at their  
telephones.  
Considerations  
MERLIN LEGEND Communications System Release 3.0 or later is  
required for caller identification display capabilities.  
Local telephone power is required if the MLX telephone is not wired with  
4-pair extension wiring or if you use a MLX-20L or MLX-28D with a  
Direct Station Selector (DSS).  
The MLX telephone must have Idle Line Preference activated.  
The Automatic Line Selection on the MLX telephone should be  
programmed so that Idle Line Preference is on an ICOM button (in Key  
and Behind Switch modes) or an SA button (Hybrid/PBX mode).  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
System Programming and Maintenance (SPM)  
Page 8-26  
Hardware Requirements  
The following hardware is required:  
An approved DOS PC with the following  
— An 80286 or higher processor (80386 or higher  
recommended)  
— An available serial port  
— A minimum of 2 MB of RAM  
— A 3.5-inch, 1.44-MB, high-density drive or a 5.25-inch,  
1.2-MB, high-density drive  
— A hard disk drive with 2 MB of space available  
— A Windows-compatible color video monitor  
— A Windows-compatible pointing device (a mouse or  
trackball is recommended)  
Microsoft Windows, version 3.1 or later  
PassageWay adapter  
9-pin to 25-pin adapter for 9-pin serial ports  
4-ft., 4-pair, keyed modular telephone cord (D8AC)  
For more information, consult PassageWay Solution User’s Guide.  
System Programming and  
Maintenance (SPM)  
System Programming and Maintenance (SPM) is a DOS-based  
software application that allows you to use a PC to program and  
maintain the system. SPM performs the same functions as an MLX-20L  
telephone used as a system programming console and has some  
additional features, such as the ability to back up and restore files and  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
System Programming and Maintenance (SPM)  
Page 8-27  
print reports. The PC display shows the same button and screen layout  
as an MLX-20L telephone.  
Considerations  
SPM operates with DOS version 3.3 or later.  
Unless the system is being backed up or restored, a remote user takes  
priority over a local user. If the local user is programming when a remote  
user connects to the system, the system sends a message to the local  
user that a remote connection has been made and disconnects the local  
user.  
The PC with SPM connects to the EIA-232-D ADMIN jack on the  
processor of the control unit. The EIA-232-D baud rate is 1200/2400 bps  
with autobaud adjust.  
A printer connected to the PC with SPM can print system programming  
reports. Reports can also be sent to the printer that is connected to the  
SMDR port on the control unit.  
However, SMDR information may be lost while system programming  
reports are printed through the SMDR jack.  
A UNIX System-based version of System Programming and  
Maintenance is available as part of Integrated Solution III, as discussed  
earlier in this chapter.  
Hardware Requirements  
The following hardware is required:  
An approved PC or other DOS-compatible PC with:  
— At least 512K of RAM  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Installing a CTI Link  
Page 8-28  
— A double-sided floppy disk drive (either 5.25-inch or  
3.5-inch)  
— A serial port assigned to COM1 or COM2. The serial port  
can use either a DB-9 or DB-25 connector. If a DB-9  
connector is used, a 9-pin to 25-pin adapter is also  
required. The 9-pin side must be female.  
Video monitor (monochrome or color)  
D8W cord and 355AF adapter if the PC is within 50 ft. (15.2 m) of  
the control unit. Distances of greater than 50 ft. (15.2 m) require  
back-to-back ADUs.  
See System Programming and Maintenance (SPM) for installation  
instructions.  
Installing a CTI Link  
There are two procedures in this section: how to add a CTI link to the  
MERLIN LEGEND Communications System—a new installation, and  
how to get a CTI link working again after a link shutdown—a link  
reinstatement.  
New Installation  
Considerations  
In Release 5.0, the MERLIN LEGEND Communications System  
supports one CTI link.  
The system must be in Hybrid/PBX mode.  
A telephone cannot be plugged into the CTI link port.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Installing a CTI Link  
Page 8-29  
A brand-new, 4-pair cable must be installed. No reuse of wire is  
supported. Proper Systimax hardware must be used, including cords  
and connecting blocks.  
Hardware Requirements  
There are no new hardware requirements in Release 5.0 of the MERLIN  
LEGEND Communications System.  
The CTI link plugs into an available port on an 008 MLX or 408 MLX  
module. However, the firmware vintage for the module must be other  
than 29. An earlier or future vintage must be used for CTI link operation.  
If the firmware vintage is 29, the link administration is prevented and the  
System Programming screens tell you that the firmware 29 cannot be  
used.  
A summary of the installation procedure is provided below:  
These steps should be followed in order. Step 2 cannot come before  
Step 1, or System Programming will fail (procedure error beeps).  
! ꢀꢁ Install MERLIN LEGEND hardware.  
Choose a slot for an MLX port module (008 MLX or 408 MLX), and insert  
the module. Identify a port on that MLX port module for the CTI link.  
Unplug any telephone/adjunct from that port.  
NOTE:  
Make sure that the MLX board’s firmware vintage is NOT 29. Any  
other vintage is acceptable, that is, earlier or future vintages after  
29. If the port module has firmware vintage 29, the link  
administration is prevented and the System Programming screens  
tell the administrator that firmware 29 cannot be used.  
Do not assign the CTI link to the first and fifth ports normally  
reserved for the operator positions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Installing a CTI Link  
Page 8-30  
! ꢂꢁ Program the communications system.  
At the Executive Station or using SPM, program the system in  
Hybrid/PBX mode, busy out the slot, then program that MLX port as a  
CTI link port. The functions for programming the system and the MLX  
port are under the System Programming option. The functions to busy  
out and restore the slot are under the Maintenance option. Be sure to  
restore the slot after you finish the programming.  
! ꢃꢁ Plug in the CTI link. Tag the cable and/or the port as the CTI link.  
As a general rule, do not plug in a CTI link unless the port is  
programmed as a CTI link port. Also, do not plug a telephone into a CTI  
link port. The other end of this wire is plugged into the ISDN link  
interface card installed in the NetWare server.  
NOTE:  
If you are installing an adjunct or an application into the CTI link, refer to  
the books that come with that adjunct/application. Refer to the System  
Manager’s Guide section “Adding a CTI Link” for detailed instructions.  
Refer to the MERLIN LEGEND Network Manager’s Guide for  
instructions. At this point the CTI link should be operational.  
Link Reinstatement  
The considerations and hardware requirements for a link reinstatement  
are the same as those for a new installation since this procedure is used  
only after a link shutdown.  
A summary of the installation procedure for a link reinstatement is  
provided below:  
! ꢀꢁ Plug in the CTI link, if unplugged.  
As a general rule, do not plug in a CTI link unless the port is  
programmed as a CTI link port. Also, do not plug a telephone into a CTI  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Installing a CTI Link  
Page 8-31  
link port. The other end of this wire is plugged into the ISDN link  
interface card installed in Step 3 of the “New Installation” procedure.  
! ꢂꢁ Resume CTI link traffic.  
Refer to the MERLIN LEGEND Network Manager’s Guide for  
instructions.  
! ꢃꢁ Resume MERLIN LEGEND alarming for the CTI link.  
Refer to the MERLIN LEGEND Network Manager’s Guide for  
instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Installing Applications  
Installing a CTI Link  
Page 8-32  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Upgrading the System  
Page 9-1  
Upgrading the System  
9
9
!
!
WARNING:  
System upgrades should be performed by qualified technicians or  
service personnel only. Installation or maintenance of this product  
by anyone other than qualified personnel may damage or impair  
the product; your limited warranty does not cover such damage.  
For details, see your limited warranty in Appendix A, Customer  
Support Information, in Maintenance and Troubleshooting or  
System Programming.  
NOTE:  
Upgrading the MERLIN LEGEND Communications System to Release 6.1  
requires no new or additional hardware components. If upgrading from  
Release 3.0 or later, new hardware is required. The sections below  
indicate what is necessary for the upgrade. To perform the actual upgrade,  
refer to System Programming for detailed procedures.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading to Release 6.1  
Page 9-2  
Upgrading to Release 6.1  
Upgrading to Release 6.1 of the MERLIN LEGEND Communications System  
requires the replacement of the processor module or the use of a forced  
installation card. You must have DOS SPM Version 6.25, WinSPM (the  
Windows version of SPM), or IS-III (UNIX) SPM Version 6.25 to upgrade to  
Release 6.1 from Releases 1.0, 1.1, 2.0, 2.1, 3.0, 3.1, 4.0, 4.1, 4.2, 5.0, and  
6.0.The steps necessary to do this are listed below. The details for each step  
appear later in this chapter.  
NOTE:  
The version of SPM packaged with Intuity does not support conversion.  
NOTE:  
Technicians can download the most current version of DOS SPM from the  
NSAC bulletin board.  
To upgrade to Release 6.1, you need:  
Back up current system programming.  
SPM Version 6.25 to convert system programming information and to  
restore system programming information after the processor module has  
been upgraded.  
CKE4 processor module with Release 6.1 software, when upgrading  
from Releases prior to Release 3.0 or MERLIN II. The CKE4 processor  
module has a label on its front side that cites the designation.  
A forced installation PCMCIA memory card with Release 6.1 system  
software (when upgrading from Release 3.0 or later).  
DOS-formatted disk  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading to Release 6.1  
Page 9-3  
NOTE:  
If SPM is already installed, the :HOFRPHꢀWRꢀ630 screen that  
appears when you start SPM identifies the version on both the last  
line of the console simulation window and in the upper left corner of  
the screen. If you are working with Version 6.25, V6 appears in the  
upper left-hand corner of the screen and 9HUVLRQꢀꢈꢍꢄꢇ appears  
If an upgrade from Release 3.0 or before is to be performed, a new processor  
must be installed. If an upgrade from Release 3.1 and later is to be performed, a  
forced installation card is required.  
To upgrade to Release 6.1, follow these steps:  
! ꢀꢁ If the current system programming is to be used in the upgraded  
system, back up system programming.  
See “Backing Up System Programming,” next in this chapter, for details.  
! ꢂꢁ Remove the control unit housing.  
See “Removing the Control Unit Housing,” later in this chapter, for  
instructions.  
! ꢃꢁ Power down the system.  
See “Powering Down the System,” later in this chapter, for instructions.  
! ꢄꢁ Install the new processor module.  
See “Upgrading the Control Unit,” later in this chapter, for instructions.  
! ꢅꢁ Insert the Release 6.1 forced installation card.  
! ꢆꢁ Power up the system. A frigid start returns system programming to  
default values, when the system powers up.  
See “Completing the Upgrade,” later in this chapter, for instructions.  
! ꢇꢁ If the current system programming is to be used in the upgraded  
system, convert the backup file and restore system programming.  
See “Completing the Upgrade,” later in this chapter, for instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Backing Up System Programming  
Page 9-4  
NOTE:  
When upgrading from a networked Release 6.0 system, the non-local dial  
plan extension ranges must be manually programmed to suit the  
customer’s configuration.  
Backing Up System Programming  
NOTE:  
You cannot upgrade system programming for the MERLIN II  
Communications System; it must be reprogrammed. To upgrade a  
MERLIN II Communications System, see “Upgrading from the MERLIN II  
Communications System,” later in this chapter.  
Use the following procedure to back up programming from Release 6.1  
or earlier:  
! ꢀꢁ Install SPM.  
! ꢂꢁ Back up system programming.  
See the Backup command in System Programming and Maintenance  
(SPM).  
To back up system programming from Release 1.0 or 1.1, you can  
use any version of SPM (1.16 is recommended).  
To back up system programming from Release 2.0, you must use  
SPM version 2.09 or higher.  
To back up system programming from Release 2.1, you must use  
SPM version 2.16 or higher.  
To back up system programming from Release 3.0 or 3.1, you  
must use SPM version 3.18 or higher.  
To back up system programming from Release 4.0, you must use  
SPM version 4.15 or higher.  
To back up system programming from Release 4.0, 4.1, or 4.2,  
you must use SPM version 4.25 or higher.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Removing the Control Unit Housing  
Page 9-5  
To back up system programming from Release 5.0, you must use  
SPM version 5.15 or higher.  
To back up system programming from Release 6.0, you must use  
SPM version 6.15 or higher.  
To back up system programming from Release 6.1, you must use  
SPM version 6.25.  
Removing the Control Unit Housing  
Remove the control unit housing as described below. See Figure 9–1.  
For a MERLIN II or a MERLIN LEGEND (Release 2.1 or later)  
Communications System:  
1. Remove the front housing from each carrier by pulling the  
bottom front towards you, and lifting it up as shown in  
Figure 9–1.  
2. Remove the top from each carrier in the system by pushing  
it straight up from the front.  
3. Do not discard the housing unless new housing is provided.  
You will reassemble the housing when installation is  
complete.  
For a MERLIN LEGEND (Release 2.0 or earlier) Communications  
System:  
1. From both sides of the control unit, pry the clips free from  
the housing, using a screwdriver if they are difficult to  
reach.  
2. Carefully pull the housing towards you.  
3. If the system has more than one carrier, make sure you  
remove the housing only from the basic carrier side;  
otherwise, the housing may disassemble.  
4. If the housing clips need to be replaced, follow the  
procedure in “Replacing the Housing Clips.”  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Removing the Control Unit Housing  
Page 9-6  
5. Discard the housing only if upgraded housing has been  
provided.  
MERLIN II and  
MERLIN LEGEND 2.1 and later  
Communications System  
2
1
MERLIN LEGEND 2.0  
and earlier  
Communications System  
Housing  
Clip  
1
2
Housing  
Figure 9-1. Removing the Control Unit Housing  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Powering Down the System  
Page 9-7  
Powering Down the System  
You may need to power down the system to add upgraded equipment to  
the carrier.  
!
CAUTION:  
Follow these steps in the exact sequence.  
To power down the system, follow the steps below and see Figure 9–2:  
! ꢀꢁ Turn off the power supply on the basic carrier.  
! ꢂꢁ Turn off the power supplies on the expansion carriers.  
! ꢃꢁ Unplug any auxiliary power units.  
Because the power supplies are already off, the sequence for removing  
auxiliary power cords is not important.  
! ꢄꢁ Unplug the system from the AC outlet.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Powering Down the System  
Page 9-8  
-48 VDC  
Auxiliary  
Power  
Auxiliary  
Input  
Power  
Unit  
AC  
INPUT  
AUX  
POWER  
AC  
Input  
-48 VDC  
Power Cord  
Ferrite  
Cores  
Ground  
Wire  
AC  
Outlet  
AUX Power Unit  
AC Power Cord  
Control Unit  
AC Power Cord  
Figure 9-2. Powering Down the System  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading the Control Unit  
Page 9-9  
Upgrading the Control Unit  
! ꢀꢁ Do not remove any of the existing carriers.  
! ꢂꢁ Refer to the Control Unit Diagram on the flip side of System  
Planning Form 1.  
If you are installing an expansion carrier, remove the rightmost module  
from the control unit and set it aside. See Figure 9-3 on page 9-11.  
!
CAUTION:  
Before removing any cords from the module, make sure they are  
labeled first for easier replacement.  
! ꢃꢁ Install any expansion carriers.  
See “Installing Expansion Carriers” in Chapter 2.  
! ꢄꢁ Install or replace any modules. If you are upgrading from Release  
3.0 or later, go to Step 6.  
See “Installing the Modules” in Chapter 2.  
NOTE:  
If you are replacing an 012 module with an 016 (T/R) module, you will  
need to perform a Board Renumber after completing the upgrade. See  
System Programming for more information about Board Renumber.  
6\VWHP%RDUGꢀ5HQXP<HV  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading the Control Unit  
Page 9-10  
! ꢅꢁ Replace the processor module. See Figure 9-3 on page 9-11. Then  
go to Step 7.  
NOTE:  
If the processor module is to be modified for Key mode, perform Step 4  
through Step 10 of “Modifying the Processor for Key Mode” before  
proceeding.  
a. Press up on the tab at the bottom rear of the old processor  
module.  
b. While the tab is unlocked, pull the processor module towards you,  
then lift it straight up.  
c. Install a Release 4.0 processor module. See “Installing the  
Processor” in Chapter 2.  
d. Power up the system.  
! ꢆꢁ Upgrade the processor module to Release 4.0 (when upgrading  
from Release 3.0 or 3.1).  
NOTE:  
If the processor module is to be modified for Key mode, see “Modifying the  
Processor for Key Mode” later in this chapter.  
a. Insert an Upgrade memory card into the PCMCIA interface slot on  
the processor module.  
b. Perform the software installation.  
Menu: 0DLQWHQDQFH6\VWHP8SJUGꢎ,QVWOO<HV  
See “Forced Installation/Upgrade of System Software” in Maintenance and  
Troubleshooting for more details on this procedure.  
! ꢇꢁ Program the system.  
If the current system programming is to be used in the upgraded  
system, see “Completing the Upgrade” later in this chapter.  
If the system is to be re-programmed, see the System Planning  
Forms and System Programming.  
! ꢈꢁ Test the system.  
See Chapter 7, “Initializing and Testing the System.”  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading the Control Unit  
Page 9-11  
3
1
2
Figure 9-3. Removing a Module from the Carrier  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading the Control Unit  
Page 9-12  
Replacing the Housing Clips  
! ꢀꢁ Remove the housing clips from the right side of the module.  
a. Remove the rightmost module from the control unit. See  
“Removing a Module” in Chapter 2 for instructions.  
b. Using a flat-blade screwdriver, unscrew the upper right corner of  
the carrier only far enough to free the clip.  
c. Pull the top-right corner of the carrier toward you while grasping  
the housing clip and pushing it away from you (to free it from the  
carrier).  
d. When the clip is free enough to clear the screw molding on the  
back of the carrier, slide the clip out and discard it.  
e. Compare the Control Unit Diagram with the existing control unit. If  
you are installing an additional expansion carrier in this upgrade,  
do not replace the clips on the right side until the last expansion  
carrier is installed. If no more carriers are to be installed, replace  
the clip now, making sure the clip is as far to the right as possible.  
f. Secure the screw, and then repeat Steps b, c, and d for the lower  
right corner of the carrier.  
! ꢂꢁ Remove the power supply module to access the housing clips on  
the leftmost side of the carrier. See Figure 9-3 on page 9-11.  
a. Press up on the tab at the bottom rear of the power supply.  
b. While the tab is unlocked, pull the power supply towards you, then  
lift it straight up.  
!
!
WARNING:  
Beware of hazardous voltages.  
Whenever the carrier connections are exposed, use extreme  
caution; do not touch them directly or with any type of tool.  
Follow all procedures carefully.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading the Control Unit  
Page 9-13  
1
3
2
Figure 9-4. Replacing a Module in the Carrier  
! ꢃꢁ Remove the clips from the left side of the control unit as you did in  
Step 1; however, make sure you replace the clips before securing  
the screws again.  
! ꢄꢁ Reinstall the power supply module by hooking it onto the rod at the  
top of the carrier and then swinging it down into place. See  
Figure 9–4.  
! ꢅꢁ Push the power supply module firmly until you hear it lock.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Modifying the Processor for Key Mode  
Page 9-14  
Modifying the Processor  
for Key Mode  
To modify the processor for Key mode in Release 3.0 and later, follow  
the steps below. For earlier releases, see Appendix E in Maintenance  
and Troubleshooting.  
Prepare a non-metallic surface, such as a table, on which to work.  
!
WARNING:  
Do not touch the gold connectors on the rear of the  
processor module. Electrostatic discharge (ESD) can  
damage the circuitry, as can the oil from your fingertips. Use  
a properly grounded wrist strap to prevent damage from  
electrostatic discharge.  
Only a qualified technician should perform this procedure.  
! ꢀꢁ Remove the control unit housing. See Figure 9–1.  
! ꢂꢁ Power down the system as described earlier in this chapter. See  
Figure 9–2.  
! ꢃꢁ Remove the processor module from the carrier. See Figure 9–3.  
! ꢄꢁ Place the processor module on a flat surface with the wiring  
manager on your left.  
! ꢅꢁ Unclip and remove the left side panel. See Figure 9–5.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Modifying the Processor for Key Mode  
Page 9-15  
Release  
Each Catch  
on Module  
Remove  
Cover  
Processor  
PROCESSOR MODULE  
Figure 9-5. Removing the Processor Module Cover  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Modifying the Processor for Key Mode  
Page 9-16  
Lift Circuit board  
Up and Over  
Processor  
PROCESSOR MODULE  
Figure 9-6. Removing the Processor Module Circuit Board  
! ꢆꢁ Holding the processor circuit board at each end, lift it up and turn it  
over and away from you. Figure 9-6 on page 9-16.  
! ꢇꢁ Place the processor circuit board on a flat, non-metallic surface.  
! ꢈꢁ Carefully support the dip switch assembly with your index finger,  
while moving the switch to the closed position. Figure 9-7 on page  
9-17.  
! ꢉꢁ Replace the processor circuit board face (components) down into  
the module housing.  
!ꢊꢁ Replace the processor module side panel and clip into place.  
!ꢀꢁ Replace the processor module into the carrier. Figure 9-4 on page  
9-13.  
!ꢂꢁ Power up the system.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Modifying the Processor for Key Mode  
Page 9-17  
PROCESSOR CIRCUIT BOARD  
Front  
2
1
Rear  
KEY  
ONL  
Y
1
2
O P E N  
PBX  
CLOSED  
(KEY)  
OPEN  
(PBX)  
Figure 9-7. Changing the Key Mode Switch Position to Closed  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Completing the Upgrade  
Page 9-18  
Completing the Upgrade  
! ꢀꢁ Perform a frigid start (System Erase) to ensure that all system  
programming is returned to default values.  
Use 6\VWHPꢀ(UDVH from the SPM Maintenance menu:  
0DLQWHQDQFH6ORW00'HPDQG7HVW6\VWHP(UDVH(Line 5, left  
button) twice<HV  
See Maintenance and Troubleshooting for more information on System  
Erase.  
! ꢂꢁ Convert the backup file.  
This converts the backup file created in Step 2 to Release 4.0 format.  
See the Convert menu option in System Programming and Maintenance  
(SPM) for details.  
! ꢃꢁ Restore system programming; this puts the system in an idle state  
so that it cannot be used for the duration of the procedure. Refer to  
“Restoring from the System Programming Disk” in Chapter 7 for  
more information.  
Use version 4.15 or higher of SPM and restore the file you converted in  
Step 5.  
! ꢄꢁ If applicable, program new features.  
See Chapter 2, Programming with SPM in System Programming for a list  
of new features to be programmed.  
Upgrading from the MERLIN II  
Communications System  
To upgrade from the MERLIN II Communications System to Release  
4.0, follow the steps below.  
! ꢀꢁ Install SPM.  
Install (or upgrade to) version 4.15 or higher of SPM.  
! ꢂꢁ Remove the control unit housing.  
See “Installing the Control Unit” in Chapter 2 if you need instructions.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Upgrading from the MERLIN II Communications System  
Page 9-19  
! ꢃꢁ Replace old modules and add new modules as specified on the  
Control Unit Diagram of Form 1, System Planning.  
See “Installing the Control Unit” in Chapter 2 if you need instructions.  
! ꢄꢁ Install the Release 4.0 processor module in the carrier.  
See “Installing the Processor” in Chapter 2.  
! ꢅꢁ Perform a frigid start (System Erase) to ensure that system  
programming is returned to default values.  
Use 6\VWHP(UDVH from the SPM Maintenance menu:  
0DLQWHQDQFH6ORW00'HPDQG7HVW6\VWHP(UDVH (Line 5, left  
button) twice<HV  
See Maintenance and Troubleshooting for more information on System  
Erase.  
! ꢆꢁ Program the system.  
Restore the system programming from a system programming  
disk or Translation Memory Card (Release 3.0 and later only), if  
available.  
See “Restoring from the System Programming Disk” or “Restoring  
from the Translation Memory Card,” in Chapter 7.  
If a disk or memory card is not available, see System  
Programming for details on programming the system.  
! ꢇꢁ If applicable, program new features.  
See System Programming for detailed programming procedures.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Replacing the Control Unit Housing  
Page 9-20  
Replacing the Control Unit Housing  
See Chapter 2, “Installing the Control Unit,” for instructions on replacing  
the control unit housing for Release 2.1 and later.  
Release 2.0 or Earlier  
To install the control unit housing, follow the steps below.  
! ꢀꢁ Place the front panel(s) face down.  
! ꢂꢁ If you are housing more than one carrier, connect the front panels  
together.  
a. Line up the arrows.  
b. Slide the panels until the semicircles form a complete circle. See  
Figure 9–8.  
! ꢃꢁ Connect the side panels to the front panel(s) in the same way.  
! ꢄꢁ Pick up the housing and place it on the control unit. If the system  
has more than one carrier, make sure you hold the housing only  
from the basic carrier side; otherwise, the housing can  
disassemble.  
a. Line up the wire clips that are attached to the carrier with the  
recesses on the outside of the side panels.  
b. Push back the panels until the clips hook over the tabs and rest in  
the recesses.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Replacing the Control Unit Housing  
Page 9-21  
Right Hand  
Side Panel  
Front Panel  
MERLIN LEGEND  
d
Line Up With the  
Semicircle on Inside  
of Front Panel  
Slide Tongues in  
and Push Front Panel Up  
Figure 9-8. Installing the Control Unit Housing  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Upgrading the System  
Replacing the Control Unit Housing  
Page 9-22  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
System Numbering Forms  
Page A-1  
System Numbering Forms  
A
When you change any existing trunk or extension wiring, record information  
about the wiring on the appropriate system numbering form. This appendix  
includes examples of all of the system numbering forms, and instructions for  
completing Form 2a, “System Numbering: Extension Jacks.” The system num-  
bering forms, which are included in this appendix, are as follows:  
Form 2a, System Numbering: Extension Jacks (Figure A-1)  
Form 2b, System Numbering: Digital Adjuncts (Figure A-2)  
Form 2c, System Numbering: Line/Trunk Jacks (Figure A-3)  
Form 2d, System Numbering: Special Renumbers (Figure A-4)  
See System Planning for completed forms that contain more detailed informa-  
tion regarding the configuration of your customer’s system.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
System Numbering Forms  
Form 2a, System Numbering: Extension Jacks  
Page A-2  
Form 2a, System Numbering:  
Extension Jacks  
Renumber System*  
2-Digit ✦  
Selected Extension Numbers  
3-Digit  
Set Up Space  
to Label  
2-Dig  
Ext.  
No.✦  
3-Dig.  
Ext.  
No.  
Ring  
Freq.‡  
Voice  
Mail  
Jack Type  
D†  
Set Up Renumber  
Space  
Mod. Log.  
Type ID  
Old  
Wire  
Ext. No. No.  
Person, Location,  
or Function  
Eqpt.  
A
B
1
2
10  
11  
12  
13  
14  
15  
16  
17  
18  
19  
20  
21  
22  
23  
24  
25  
26  
27  
28  
29  
30  
31  
32  
33  
100  
101  
102  
103  
104  
105  
106  
107  
108  
109  
110  
111  
112  
113  
114  
115  
116  
117  
118  
119  
120  
121  
122  
123  
7100  
7101  
7102  
7103  
7104  
7105  
7106  
7107  
7108  
7109  
7110  
7111  
7112  
7113  
7114  
7115  
7116  
7117  
7118  
7119  
7120  
7121  
7122  
7123  
3
4
5
6
7
8
9
10  
11  
12  
13  
14  
15  
16  
17  
18  
19  
20  
21  
22  
23  
24  
Shaded lines indicate possible operator positions.  
Factory Setting  
*
The system capacity for Personal Directories is decreased by one whenever an MLX-20L telephone is connected to an MLX port.  
Use Form 2b for adjuncts connected via MFM or ISDN Terminal Adapter (such as the ExpressRoute 1000 or 7500B data module).  
Ringing Frequency is programmable on the 016 T/R module only.  
Figure A-1. Form 2a, System Numbering: Extension Jacks  
The following explains how to complete Form 2a.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
System Numbering Forms  
Form 2a, System Numbering: Extension Jacks  
Page A-3  
The number in the logical ID column refers to the number of the extension jack  
in the control unit.  
1. In the “Eqpt.” (Equipment) column, enter the type of device (such as an  
MLX-20L console) that is connected to the extension jack. On the second  
line, enter any attached adjuncts (such as an answering machine).  
2. In the “Old Ext. No.” column, if the wire run is being changed, enter the  
extension number of the old extension. If you are working with a new  
installation, leave this space blank.  
3. In the “Renumber to” column, enter the extension number of the  
extension, if not already filled in. (This includes new installations.)  
4. In the “Wire No.” column, enter the number of the wire as indicated by  
the label on the wire.  
5. In the “Person, Location, or Function” column, enter the name of the  
person at the location, or the function of (such as a fax machine) the  
extension, and any miscellaneous information particular to that  
extension.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
System Numbering Forms  
Form 2b, System Numbering: Digital Adjuncts  
Page A-4  
Form 2b, System Numbering:  
Digital Adjuncts  
MLX  
Telephone  
Pass.  
Bus  
Factory-Set  
Person, Location,  
Ext. No. Function, and Equipment Type  
Log.  
ID  
1
2
3
4
5
6
7
8
Set Up  
3-digit  
2-digit  
710  
711  
712  
713  
714  
715  
716  
717  
718  
719  
720  
721  
722  
723  
724  
725  
726  
727  
728  
729  
730  
731  
732  
733  
734  
735  
736  
737  
738  
739  
740  
741  
742  
743  
744  
745  
746  
747  
748  
749  
Renumber to Adjuncts 2B  
Space  
300 7300  
301 7301  
302 7302  
303 7303  
304 7304  
305 7305  
306 7306  
307 7307  
308 7308  
309 7309  
310 7310  
311 7311  
312 7312  
313 7313  
314 7314  
315 7315  
316 7316  
317 7317  
318 7318  
319 7319  
320 7320  
321 7321  
322 7322  
323 7323  
324 7324  
325 7325  
326 7326  
327 7327  
328 7328  
329 7329  
330 7330  
331 7331  
332 7332  
333 7333  
334 7334  
335 7335  
336 7336  
337 7337  
338 7338  
339 7339  
9
10  
11  
12  
13  
14  
15  
16  
17  
18  
19  
20  
21  
22  
23  
24  
25  
26  
27  
28  
29  
30  
31  
32  
33  
34  
35  
36  
37  
38  
39  
40  
Figure A-2. Form 2b, System Numbering: Digital Adjuncts  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
System Numbering Forms  
Form 2c, System Numbering: Line/Trunk Jacks  
Page A-5  
Form 2c, System Numbering:  
Line/Trunk Jacks  
Music On Hold, Line/Trunk No. __________ Source __________  
Maintenance Alarm, Line/Trunk No. ____________________  
Loop-Start Reliable Disconnect*  
Loudspeaker Page, Line/Trunk No(s). _____________________  
No ✦  
Yes  
QCC  
Operator  
to  
Receive  
Calls†  
(No )  
Incoming  
Line/Trunk  
Type (Main  
No., Personal  
number Line, WATS,  
FX, etc.)  
QCC  
Queue  
Priority  
Level†  
Toll Type  
Prefix Req’d  
for LD  
Module  
Type  
and Slot Log. DID, Tie,  
No.  
ID  
etc.)  
Jack Type  
(LS, GS,  
Pool  
Dial-  
Out  
Telephone  
Number  
or  
Outmode  
Signaling  
Hold Disc.  
Interval  
Line/  
Trunk  
No.  
Re-  
to  
Equipment  
Label  
TT✦  
R
Long ✦  
Short  
YesNo  
(4 )  
Function  
Code†‡  
1
801  
802  
803  
804  
805  
806  
807  
808  
809  
810  
811  
812  
813  
814  
815  
816  
817  
818  
819  
820  
2
3
4
5
6
7
8
9
10  
11  
12  
13  
14  
15  
16  
17  
18  
19  
20  
Factory Setting  
If the system has AUDIX Voice Power/FAX Attendant System™, Integrated  
Administration will automatically set Loop-Start Reliable Disconnect to Yes.  
Hybrid/PBX mode only.  
Maximum: 11 pools with up to 80 trunks per pool.  
Factory settings: 70 (main), 891 (dial-in tie), 892 (automatic-in tie).  
*
Figure A-3. Form 2c, System Numbering: Line/Trunk Jacks  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
System Numbering Forms  
Form 2d, System Numbering: Special Renumbers  
Page A-6  
Form 2d, System Numbering:  
Special Renumbers  
Group Calling  
Pools*  
(Form 2c)  
Factory-Set  
Number  
Renumber  
to  
(Form 7d)  
Group ID  
Label  
Factory-Set  
Number  
Renumber  
to  
Description  
70  
770  
771  
772  
773  
774  
775  
776  
777  
778  
890  
891  
892  
893  
894  
895  
896  
897  
898  
899  
779  
780  
781  
782  
783  
784  
Group Paging  
(Form 7b)  
Group ID  
Factory-Set  
Number  
Renumber  
to  
785  
786  
787  
788  
789  
790  
791  
793  
794  
795  
796  
797  
798  
799  
7920  
7921  
7922  
7923  
7924‡  
7925‡  
7926‡  
7927‡  
7928‡  
7929‡  
Park Zone  
(Form 6a)  
Description  
Factory-Set  
Number  
Renumber  
to  
881  
882  
883  
884  
885  
886  
887  
888  
Listed Directory  
Number*  
(QCC Queue)  
Factory-Set  
Number  
Renumber  
to  
DSS Page Buttons  
800  
PAGE 1 Beginning extension for range  
Beginning extension for range  
Beginning extension for range  
PAGE 3  
Factory-Set  
Number  
889  
Remote Access  
Code (Form 3a)  
Renumber  
to  
PAGE 2  
ARS Dial-Out  
Default  
Renumber  
to  
Code†  
9
*
Hybrid/PBX mode only.  
ARS Dial-Out Code is Idle Line Preference Code in Key mode.  
Reserved for AUDIX Voice Power/FAX Attendant System.  
Figure A-4. Form 2d, System Numbering: Special Renumbers  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998
Unit Load Calculation Worksheet  
Page B-1  
Unit Load Calculation  
Worksheet  
2
B
If you determine that you need to recalculate the unit load for any carrier, use  
the instructions on the following worksheet.  
NOTE:  
You should have a separate copy of the worksheet for each carrier.  
See “Unit Loads” in Chapter 1 for information on recalculating unit loads.  
The 391A3 power supply has a maximum rating of 75 unit loads. If your system  
contains a 391A1 or 391A2 power supply module, and the unit loads for that  
carrier will exceed 54, it is recommended that a 391A3 power supply be  
installed in the system. Auxiliary Power Units cannot be used with the 391A3  
power supply.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-2  
Unit Load Worksheet  
1. Number of modules in carrier (excluding power  
supply and processor:  
__________  
If fewer than five, power is adequate.  
If five or six, continue to Step 2.  
2. Key or Behind Switch mode only:  
o Square  
o Modified  
Indicate configuration of lines; then go to Step 5.  
3. Hybrid/PBX mode only:  
Do all modules in the carrier have MLX and/or  
analog multiline telephone jacks?  
o Yes  
o No  
If no, a newer power supply is not needed.  
If yes, continue to Step 4.  
4. Hybrid/PBX mode only:  
Calculate the total number of MLX and analog  
multiline telephones:  
Number of MLX-20L consoles connected to modules  
__________  
in the carrier  
Number of MLX-28D consoles connected to modules  
in the carrier  
Number of 34-button analog multiline telephones  
connected to modules in the carrier  
__________  
__________  
__________  
Total of MLX-20L, MLX-28D, and 34-button analog telephones  
If total is less than or equal to 45, auxiliary power is  
not required.  
If the total is greater than 45, continue to Step 5.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-3  
5. Calculate the estimated unit loads.  
Module  
008  
Qty  
x
Unit Load  
12.0  
13.5  
8.0  
= Total  
008 MLX  
008 OPT  
012  
8.4  
016 (T/R)  
100D  
12.8  
0.0  
400 (L/S)  
400 EM  
0.0  
8.0  
400 GS/LS/TTR  
408  
8.0  
12.0  
12.0  
13.5  
0.0  
408 GS/LS  
408 GS/LS-MLX  
800  
800 NI-BRI  
800 GS/LS  
800 GS/LS-ID  
800 DID  
0.0  
0.0  
8.0  
8.0  
MERLIN LEGEND  
Mail  
0.0  
Total Estimated Unit Load  
If the total is less than or equal to 54, any power supply module is  
sufficient.  
If the total is greater than 54, continue to Step 6.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-4  
6. Calculate the actual carrier unit load.  
Qty  
x
Unit Load  
= Total  
Hybrid/PBX or  
Modified  
Equipment  
Network Access Lines*  
Square  
DID  
1.0  
0.0  
0.0  
1.4  
1.0  
0.0  
0.0  
1.4  
DS1  
GS/LS  
Tie  
Telephones  
MLX-5  
MLX-5D  
0.9  
0.9  
0.9  
0.9  
1.5  
1.2  
1.1  
0.9  
1.0  
1.0  
1.1  
1.1  
0.0  
0.0  
0.0  
0.9  
1.0  
1.2  
1.2  
1.2  
1.2  
1.5  
1.7  
1.6  
1.1  
1.3  
1.3  
1.5  
1.5  
0.0  
0.0  
0.0  
1.1  
1.2  
MLX-10  
MLX-10D  
MLX-16DP  
MLX-28D  
MLX-20L  
BIS-10  
BIS-22  
BIS-22D  
BIS-34  
BIS-34D  
MLC-5  
MDC-9000  
MDCW-9000  
10-Button Basic  
10-Button HFAI  
Continued  
*
Unit loads are computed per trunk for trunk-type network access lines.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-5  
Qty  
x
Unit Load  
= Total  
Hybrid/PBX or  
Modified  
Equipment  
Square  
Telephones (continued)  
34-Button Basic  
34-Button DLX  
34-Button BIS  
34-Button BIS/DIS  
0.9  
1.2  
1.2  
1.2  
0.6  
1.1  
1.7  
1.4  
1.4  
0.7  
Single-Line Telephone  
Optional Equipment*  
EICON board (CTI link  
interface board in Net-  
ware server.)  
0.0  
0.0  
Direct Station Selector†  
General Purpose  
Adapter  
0.7  
0.9  
0.8  
0.8  
0.8  
1.0  
1.0  
1.0  
Hands-Free Unit  
Headset Adapter  
Total Actual Unit Load  
*
The MFM has its own wall power unit located at the telephone and therefore is  
not added to the unit load calculation.  
Up to two DSSs (one DSS per MLX-28D or MLX-20L console) can be powered  
from each control unit carrier. For example, a 3-carrier system can have 6  
system operator positions, each with one DSS powered from the control unit.  
If the total actual unit load is less than or equal to 54, any power supply  
module is sufficient.  
If the total actual unit load is greater than 54, continue to Step 7.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-6  
7. Try to exchange modules between carriers to reduce the unit loads to 54.  
(Remember that the 100D, 400 (LS), 400 GS/LS/TTR, 800 GS/LS-ID,  
800, 800 NI-BRI, and 800 GS/LS modules have unit loads of 0.0.)  
Repeat Steps 1 through 6 to recalculate unit loads for the new  
configuration.  
If the exchange reduces the unit load to 54 or less, any power  
supply module is sufficient.  
If the exchange does not reduce the unit load to 54 or less, a  
391A3 power supply is needed. Continue to Step 8.  
NOTE:  
Empty slots are not permitted between modules.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-7  
8. Calculate the unit loads for slots 5 and 6 of the carrier.  
Qty  
x
Unit Load  
= Total  
Hybrid/PBX or  
Modified  
Equipment  
Network Access Lines*  
Square  
DID  
1.0  
0.0  
0.0  
1.4  
1.0  
0.0  
0.0  
1.4  
DS1  
GS/LS  
Tie  
Telephones  
MLX-5  
MLX-5D  
MLX-10  
MLX-10D  
MLX-28D  
MLX-20L  
BIS-10  
BIS-22  
BIS-22D  
BIS-34  
BIS-34D  
MLC-5  
MDC-9000  
MDCW-9000  
10-Button Basic  
10-Button HFAI  
34-Button Basic  
34-Button DLX  
34-Button BIS  
34-Button BIS/DIS  
Single-Line Telephone  
0.9  
0.9  
0.9  
0.9  
1.2  
1.1  
0.9  
1.0  
1.0  
1.1  
1.1  
0.0  
0.0  
0.0  
0.9  
1.0  
0.9  
1.2  
1.2  
1.2  
0.6  
1.2  
1.2  
1.2  
1.2  
1.7  
1.6  
1.1  
1.3  
1.3  
1.5  
1.5  
0.0  
0.0  
0.0  
1.1  
1.2  
1.1  
1.7  
1.4  
1.4  
0.7  
Continued  
*
Unit loads are computed per trunk for trunk-type network access lines.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-8  
Qty  
x
Unit Load  
= Total  
Hybrid/PBX or  
Modified  
Equipment  
Optional Equipment*  
Square  
EICON board (CTI link  
interface board in Net-  
ware server.)  
0.0  
0.0  
Direct Station Selector†  
General Purpose  
Adapter  
0.7  
0.9  
0.8  
0.8  
0.8  
1.0  
1.0  
1.0  
Hands-Free Unit  
Headset Adapter  
Total Actual Unit Load  
*
The MFM has its own wall power unit located at the telephone and therefore is  
not added to the unit load calculation.  
Up to two DSSs (one DSS per MLX-28D or MLX-20L console) can be powered  
from each control unit carrier. For example, a 3-carrier system can have 6  
system operator positions, each with one DSS powered from the control unit.  
If the unit load for slots five and six is less than or equal to 27, power is  
sufficient for the carrier.  
If the unit load for slots five and six is more than 27, continue to Step 9.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-9  
9. Try to exchange modules between carriers to reduce the unit loads for  
slots five and six through 27. (Remember that the 100D, 400 (LS), 400  
GS/LS/TTR, 800 GS/LS-ID, 800, 800 NI-BRI, and 800 GS/LS modules  
have unit loads of 0.0.) Repeat Steps 1 through 8 to recalculate unit  
loads for new configuration.  
If the exchange reduces the unit load for slots five and six through  
27 or less, power is sufficient.  
If the exchange does not reduce the unit loads for slots 5 and 6  
through 27, install wall power units for the appropriate number of  
telephones to reduce the unit load to 27.  
NOTE:  
Empty slots are not permitted between modules.  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Unit Load Calculation Worksheet  
Unit Load Worksheet  
Page B-10  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Index  
Index  
Numerics  
146A protector, 2-15  
147A protector, 2-15  
2012D transformer, 5-18  
diagram, 5-20  
248B adapter, 5-18, 5-20  
400EM tie trunk module, 2-35  
800 NI-BRI module, 4-15  
A
AC grounding requirements  
diagram, 2-7  
AC outlet test, 2-8 to 2-9  
AC power and grounding, 2-6 to 2-16  
AC power requirements  
table, 2-8  
Adapters  
248B, 5-18  
diagram, 5-20  
list of unsupported, 3-39  
ADDS, See Automatic Document Delivery System (ADDS), 8-4  
Adjuncts  
forms for, 1-3  
installation, 3-22 to 3-42  
unsupported, 3-39  
Alerts, 3-38  
Analog telephones, testing, 7-7  
Applications, xxix  
Applications printer DIP switch settings, 5-25  
Applications supported, 8-1 to 8-2  
ARS, See Automatic route Selection (ARS), 7-14  
Automatic Document Delivery System (ADDS), 8-4 to 8-5  
Automatic Route Selection (ARS) testing, 7-14  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
August 1998  
Index  
Page IN-2  
Automatic-start trunks testing  
incoming, 7-10  
outgoing, 7-11  
two way, 7-10  
Auxiliary power unit  
installation, 2-26 to 2-27  
overview, 2-26  
B
Backboard, 2-4  
material requirements, 2-5  
Background music  
copyright release and license, 3-35  
with multizone paging, Magic on Hold, and bidirectional paging, 3-37  
with single-zone paging and Magic on Hold, 3-36  
Basic carrier  
installation, 2-18 to 2-19  
Basic Rate Interface (BRI) provisioning, 4-15  
B-channels, xxix  
Bidirectional paging, 3-37  
C
Call Accounting System (CAS)  
CAS for Windows, 8-6  
CAS Plus V3, 8-6  
documentation, 8-8  
overview, 8-5  
procedure, 8-7  
Call Accounting Terminal (CAT)  
documentation, 8-10  
hardware requirements, 8-9  
on outlet with printer, 5-9  
hardware required, 5-9  
procedure, 5-9  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
August 1998  
Index  
Call Accounting Terminal (CAT), (continued)  
on outlet without printer  
control unit connections  
diagram, 5-13  
procedure, 5-11 to 5-13  
hardware required, 5-11  
printer connections  
procedure, 5-14  
overview, 8-8  
procedure, 8-9  
Call Management System (CMS)  
documentation, 8-12  
hardware and software requirements, 8-11  
overview, 8-10  
Carrier, 2-18  
Components  
installation sequence, 1-1 to 1-2  
Connecting a CAT and printer on a different AC outlet, 5-10  
Connecting a CAT to the Control Unit, 5-7  
Connecting a PC to the control unit  
overview, 5-1  
Connecting a printer 50 ft or more away from control unit, 5-17 to 5-21  
Connecting a printer within 50 feet of control unit, 5-15 to 5-16  
Connecting block removal, 3-63  
Connectubg a PC more than 50 ft. away, 5-3  
Control unit  
backboard requirements, 2-4  
connecting to AC outlet, 2-44  
dimensions, 2-4  
environmental requirements, 2-2  
forms for, 1-3  
front cover, 7-24  
grounding requirements, 2-10  
houseing  
installation  
diagram, 9-21  
housing, 7-22, 9-5  
installation forms, 1-3  
installing backboard, 2-5  
interference, 2-3  
location, 2-4  
mounting hardware, 2-5  
overview, 2-1 to 2-5  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Control unit, (continued)  
power requirements, 2-6  
removing housing, 9-5  
replacing housing clips, 9-12  
top cover, 7-22  
CONVERSANT Intro  
documentation, 8-14  
hardware requirements, 8-13  
overview, 8-13  
software requirements, 8-13  
Copper shield installation, 2-21 to 2-23  
Copyright release and license, 3-35  
Coverage feature, testing, 7-16  
Credit card verification terminal  
installation, 3-26  
CTI link  
installation, 8-28 to 8-30  
hardware requirements, 8-29  
procedure, 8-29 to 8-30  
link reinstatement, 8-30  
procedure, 8-30  
new installation, 8-28  
D
Data communications equipment (DCE)  
forms, 1-4  
MLX voice and terminal adapter data equipment configuration, 6-13  
Data stations  
overview, 6-1  
Date, 7-3  
DEFINITY ECS to MERLIN LEGEND connection, 4-1  
Dial dictation device  
installation, 3-25  
testing, 7-17  
Dial-repeating tie trunks, testing, 7-11, 7-12  
DID trunk testing, 7-9  
DIP switch settings  
400EM tie trunk module, 2-36  
AT&T CAT printer, 5-25  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Direct Station Selector (DSS), 3-43 to 3-47  
auxiliary power  
requirements, 3-43  
wiring, 3-46  
connection diagram, 3-45  
considerations, 3-43  
installation procedure, 3-43  
testing, 7-16  
DOS-based products supported, 8-2  
Drop-and-insert equipment, xxix  
DSS, See Direct Station Selector (DSS), 3-43  
Dual-tone multifrequency (DTMF) signaling, 3-30  
E
Electrical noise, 2-3  
Environmental requirements for control unit, 2-2  
Expansion carrier, 2-28  
Expansion carriers  
installation, 2-28 to 2-29  
F
Fax machine installation, 3-26  
Ferrite core installation, 2-24  
Forms  
adjunct installation, 1-3  
control unit installation, 1-3  
data equipment connection, 1-4  
network interface connection, 1-3  
telephone installation, 1-3  
Frigid start, 7-2  
Front cover, 7-24  
G
General Purpose Adapter (GPA)  
installation, 3-24  
Grounding requirements, 2-6, 2-10 to 2-14  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Page IN-6  
Grounds  
AC, 2-11  
central office, 2-11  
Ground-start (GS) button, 7-20  
Ground-start trunk testing, 7-8  
Group calling delay announcement device, 3-26  
installation, 3-26  
Group Calling feature testing, 7-14  
H
Headsets  
installation, 3-27 to 3-29  
manual operation, 3-28  
one-touch operation, 3-28  
Housing  
installation, 9-20  
removing, 9-5  
replacing clips, 9-12  
I
In Range Out-of-Building (IROB) protector, 3-59  
Initializing the system  
programming disk, 7-1  
Translation memory card, 7-1  
Installation  
summary of tasks, 1-1 to 1-2  
system forms and, 1-2 to 1-4  
Installing the power supply, 2-20 to 2-25  
Integrated Solution III (IS III)  
hardware requirements, 8-16  
overview, 8-14  
procedure, 8-17  
UNIX-based products supported, 8-2  
Integrated Voice Response (IVR) applications, 8-13  
Intercom dial tone testing, 7-6  
Interference, 2-3  
IROB, 3-59  
IVR, 8-13  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
August 1998  
Index  
Page IN-7  
K
Key mode  
modifying processor for, 9-14  
Release 2.0 and earlier, 9-14  
L
Lightning protection, 2-15 to 2-16  
Line jack labeling, 2-39  
Loop-start trunk testing, 7-8  
Loudspeaker paging  
connection, 3-29  
DTMF signaling, 3-30  
multizone with background music, Magic on Hold, and bidirectional paging  
diagram, 3-37  
single-zone with customer-supplied amplifier diagram, 3-32  
single-zone with Music on Hold diagram, 3-36  
single-zone with PagePac Plus, 3-30  
single-zone with UPAM diagram, 3-33  
Lucent Technologies Attendant, 8-17  
hardware requirements, 8-18  
M
Magic on Hold, 3-35  
MERLIN Identifier, 3-34  
MERLIN MAIL  
hardware requirements, 8-22  
overview, 8-19  
ports required, 8-20  
MERLIN PFC (Phone-Fax-Copier)  
Behind Switch mode, 8-24  
hardware requirements, 8-24  
Hybrid/PBX and Key modes, 8-22  
overview, 8-22  
MFM, See Multi-Function Module (MFM), 3-1  
Mirage headpiece, 3-27  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
MLX telephone  
assembly procedure, 3-49  
backplate, 3-55  
button assignment card, 3-56  
considerations, 3-48  
deskstand, 3-49  
display, 3-57, 7-5  
extension label, 3-51, 3-54  
handset holder, 3-53  
line cords, 3-50  
mounting, 3-54  
speakerphone, 7-4  
testing  
intercom dial tone, 7-6  
outside dial tone, 7-7  
with MFMs, 7-5  
MLX Telephones  
assembling, 3-48 to 3-57  
Modem data station, 6-3  
modem data only  
configuration diagram, 6-9  
set up procedure, 6-8  
with analog voice, 6-5  
configuration diagram, 6-7  
GPA settings, 6-5  
setup procedure, 6-5 to 6-6  
Modem data stations  
with MLX Voice  
configuration diagram, 6-10  
set up procedure, 6-10  
Modems, 3-34  
Module  
installation, 2-33 to 2-40  
400EM DIP switch settings, 2-36  
guidelines, 2-33  
line jacks, 2-41  
power supply, 2-24  
procedure, 2-41  
settings for signaling types1C and 5, 2-41  
trunk jacks, 2-39  
replacement, 2-41, 2-41 to 2-43  
Mounting hardware, 2-5  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Multi-Function Module (MFM)  
adjuncts supported by, 3-2  
and Voice Announce to Busy, 3-2  
connector pins, 3-10  
definition, 3-2  
installation, 3-2 to 3-22  
considerations, 3-2  
procedure, 3-3  
telephone power-up, 3-20  
jack guard, 3-13  
jack tab cover, 3-14  
jumper settings, 3-12  
locking tabs, 3-10  
packing list, 3-2  
removing, 3-10  
SAA setting, 3-12  
T/R operation setting, 3-12  
testing telephones with, 7-5  
Multizone paging, 3-37  
Music on Hold  
connection, 3-35  
copyright release and license, 3-35  
testing, 7-18  
with single-zone paging diagram, 3-36  
N
Network interface  
installing the channel service unit (CSU), 4-16  
labeling trunks, 4-15  
RJ21X, 4-5  
RJ21X connector  
diagram, 4-6  
RJ21X wiring field hardware  
diagram, 4-7  
RJ21X wiring field tools  
diagram, 4-8  
testing trunks, 4-13 to 4-15  
Network interfaces  
RJ11 and RJ14, 4-11  
NI-BRI Provisioning Test, 4-15  
Night Service feature, testing, 7-16  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
Index  
O
Outlet testing, 2-8  
Outside dial tone testing, 7-7  
Overview  
control unit environment, 2-2  
electrical noise/radio-frequency interference, 2-3  
installation sequence, 1-1  
procedures, 2-1  
programming, 1-4  
telephone installation, 1-4  
system upgrade, 1-4  
P
Paging  
connection, 3-29  
DTMF signaling, 3-30  
multizone with background music, Magic on Hold, and bidirectional paging, 3-37  
single-zone with background music and Magic on Hold, 3-36  
single-zone with customer-supplied amplifier diagram, 3-32  
single-zone with PagePac Plus diagram, 3-31  
single-zone with UPAM diagram, 3-33  
testing, 7-18  
PassageWay Direct Connect Solution  
hardware and software requirements, 8-26  
overview, 8-24  
Personal computer (PC)  
more than 50 ft. from control unit  
diagram, 5-6  
hardware required, 5-4  
procedure, 5-4 to 5-6  
within 50 ft. of control unit  
diagram, 5-2, 5-3  
procedure, 5-2  
PFT, 7-19  
Power  
turning off, 2-46, 9-7  
turning on, 2-45  
Power failure transfer (PFT) jack, testing, 7-19  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Power requirements, 2-6  
Power supply  
installation, 2-20  
Power supply installation  
copper shield, 2-21  
ferrite cores, 2-24  
power supply module, 2-24  
ring generator, 2-21  
turning power off, 2-21  
Powering down the system, 2-46, 9-7  
Powering up the system, 2-45  
Printers  
DIP switch settings  
applications printer, 5-25  
AT&T CAT printer  
table, 5-25  
more than 50 ft. from control unit  
adapter, 5-17  
diagram, 5-19  
hardware required, 5-17  
procedure, 5-18  
on outlet with CAT  
connections, 5-14  
diagram, 5-10  
hardware required, 5-9  
procedure, 5-9  
on outlet without CAT, 5-10  
control unit connections, 5-11  
hardware required, 5-11  
options, 5-21  
supported, 5-7 to 5-8  
within 50 ft. of control unit, 5-15  
diagram, 5-16  
hardware required, 5-15  
Processor  
installation, 2-30, 2-30 to 2-32  
modifying for Key mode, 9-14  
Programming  
disk, 7-1, 7-2  
guides, 7-2  
overview, 1-4  
Protector  
146A, 2-15  
147A, 2-15  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
August 1998  
Index  
Page IN-12  
R
Radio-frequency interference (RFI), 2-3  
Ring generator, 2-21  
S
SAA, 3-38, 3-39  
Single-zone paging, 3-31, 3-37  
Speakerphones, 7-4  
SPM, 8-26  
SPM, See System Programming and Maintenance (SPM), 8-26  
Stand-alone products supported, 8-1  
StarSet headpiece, 3-27  
Station Message Detail Recording (SMDR), testing, 7-14  
Supplemental Alert Adapter  
installation diagram, 3-39  
Supplemental alert adapter (SAA), 3-38  
Supplemental alerts, 3-38  
Supra Binaural headpiece, 3-28  
Supra Binaural Noise-Canceling (NC) headpiece, 3-28  
Supra Monaural headpiece, 3-27  
Supra Monaural Noise-Canceling (NC) headpiece, 3-28  
System Erase, 7-2  
System planning forms, 1-2, 1-3  
System Programming and Maintenance (SPM) application, 8-26  
System Speed Dial, testing, 7-15  
T
T/R, 3-2  
Talk-back, 3-37  
Telephones  
connecting to control unit  
considerations, 3-58  
direct wiring, 3-58 to 3-64  
less than 25, 3-58  
two voice pairs, 3-61  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Telephones, (continued)  
cord channel, 3-23  
installation forms, 1-3  
MLX  
backplate, 3-55  
button assignment card, 3-56  
considerations, 3-48  
deskstand, 3-49  
display, 3-57, 7-5  
extension label, 3-51, 3-54  
handset holder, 3-53  
line cords, 3-50  
mounting, 3-54  
power-up after MFM installation, 3-20  
speakerphone, 7-4  
supported, 3-1  
unsupported, 3-39  
wireless, 3-57  
Terminal adapter  
data only station  
configuration diagram, 6-16  
set up procedure, 6-14 to 6-16  
Terminal Adapter and CSU settings, 6-21  
Terminal adapter data station  
with MLX voice  
configuration diagram, 6-13  
Terminal Adapter Data Stations, 6-4  
Terminal adapter data stations  
with MLX voice  
set up procedure, 6-12 to 6-14  
Testing the system  
analog telephones, 7-7  
ARS, 7-14  
Coverage feature, 7-16  
dictation system, 7-17  
DID trunks, 7-9  
Direct Station Selector (DSS), 7-16  
ground-start trunks, 7-8  
Group Calling feature, 7-14  
loop-start trunks, 7-8  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Testing the system, (continued)  
MLX telephones  
basic features, 7-4  
display, 7-5  
intercom dial tone, 7-6  
outside dial tone, 7-7  
overview, 7-3  
speakerphones, 7-4  
with MFMs, 7-5  
Music On Hold feature, 7-18  
Night Service feature, 7-16  
paging system, 7-18  
PFT jack, 7-19  
SMDR, 7-14  
System Speed Dial, 7-15  
tie trunks  
incoming automatic-start, 7-10  
incoming dial-repeating, 7-11  
outgoing automatic-start, 7-11  
outgoing dial-repeating, 7-12  
overview, 7-9  
two-way automatic-start, 7-10  
two-way dial-repeating, 7-11  
touch-tone receivers (TTRs), 7-21  
Tie trunks  
400EM, 2-35  
testing  
incoming automatic-start, 7-10  
incoming dial-repeating, 7-11  
outgoing automatic-start, 7-11  
outgoing dial-repeating, 7-12  
overview, 7-9  
two-way dial-repeating, 7-11  
Time, 7-3  
Tip/ring (T/R) device, connecting to MLX telephone, 3-2  
Touch-tone receiver (TTR) testing, 7-21  
Transformer, 5-18, 5-20  
Translation memory card, 7-2  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Index  
Trunk  
jacks, labeling, 2-39  
protection, 2-14  
testing  
DID, 7-9  
ground-start, 7-8  
incoming dial-repeating, 7-11  
loop-start, 7-8  
outgoing automatic-start, 7-11  
outgoing dial-repeating, 7-12  
two-way automatic start, 7-10  
two-way dial-repeating, 7-11  
TTR, See Touch-tone receiver (TTR) testing, 7-21  
Two voice pairs, 3-61  
U
Unit load  
checking, 2-17  
Unit loads, 2-17  
Upgrading the system  
control unit, 9-3  
from MERLIN II system, 9-4  
from previous release, 9-4  
V
Video conferencing  
configuration diagram, 6-19  
hardware required, 6-17 to 6-18  
set up procedure, 6-20 to 6-21  
terminal adapter settings  
table, 6-21  
VMS, See Voice messaging system (VMS), 8-3  
Voice Announce to Busy, 3-2, 3-61  
Voice messaging system (VMS), 8-3 to 8-4  
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MERLIN LEGEND Communications System Release 6.1  
Installation 555-661-140  
Issue 1  
Index  
W
Wireless telephone, 3-57  
Wiring  
central office network interface codes  
table, 4-4  
network interfaces, 4-2  
Wiring two switches together, 4-19  
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