Installation Manual 0450-0072 Rev.
About ESI ESI (Estech Systems, Inc.) is a privately held corporation based in Plano, Texas. Founded in 1987, ESI designs and builds innovative telecommunications products for businesses like yours. Because of their powerful combination of value and features, ESI products are consistently recognized by industry publications and leaders. In fact, ESI also creates telecommunications products for major companies to market under their well-known brand names. Copyright © 1999–2001 ESI (Estech Systems, Inc.).
Table of contents General description............................................................................................................. A.1 Hardware overview/installation............................................................................................ B.1 System programming: an introduction.................................................................................. C.1 Function 1: System parameters ..................................................................................
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IVX 20 General description General description IVX 20 (IVX stands for Integrated Voice Exchange, while the 20 indicates the system’s maximum number of call-processing ports) is an advanced business telecommunications system for small offices. It includes not only phone service but also voice mail, an automated attendant and computer integration. The system itself is housed in a surprisingly small case that is wall-mounted in the telephone equipment room.
General description IVX 20 Voice mail features • Six built-in voice mail ports — These are in addition to the up-to-20 possible call-processing ports; thus, you may build the system to its maximum for call-handling without having to balance voice mail needs versus call-handling needs. • Highest-grade voice quality (64-kilobit/second sampling) for voice mail and other storage of voice messages. • Three message-on-hold recordings, including two prerecorded announcements; also supports live input.
IVX 20 Hardware overview/installation Hardware overview/installation IVX 20 hardware components consist of a system cabinet configuration of 4 × 8 that can be expanded to a maximum configuration of 6 × 12 × 2. System cabinet The wall-mounted cabinet, measuring 8 ½″ W × 11″ H × 3″ D, is designed for easy installation and easy component access. It houses the Memory Module and main board, as well as the optional 14.4 Kbps modem. It is capable of supporting one expansion card.
Hardware overview/installation IVX 20 TAPI Phone The TAPI4 Phone is a special version of the Digital Feature Phone. The TAPI Phone provides a DB9 connector and serial cable to facilitate serial connection to a PC serial port for such standard packages as Act!®, Goldmine®, and Microsoft® Outlook. A Digital Feature Phone cannot be field-upgraded to a TAPI Phone. 64 Key Expansion Console The 64-Key Expansion Console adds 64 additional programmable feature keys to a designated user's extension.
IVX 20 Hardware overview/installation Cautions Important: This information complies with the requirements of Underwriters’ Laboratories (UL) and UL Standard 1950. When using this telephone equipment, always exercise basic safety precautions in order to minimize the risk of fire, electric shock or injury to persons. Before proceeding, please read the following: • The airflow vents on the IVX case must be free of obstruction for proper cooling.
Hardware overview/installation IVX 20 Regulatory information United States of America Registration The CO line telephone numbers, FCC registration number, and ringer equivalence number (REN) of this equipment must be provided to the telephone company before installation. (See below for FCC registration number and ringer equivalence number.) FCC Part 15 This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
IVX 20 Hardware overview/installation Hardware installation Site location As with most electronic equipment, the environmental considerations for this site need to observe good common sense. Provide a dry, clean, and accessible area. Locate within the telephone equipment room a space which will provide easy connection to the 66 blocks and 110 VAC power. The location should be no further than 1,000 feet from the furthest station. Note: Ambient room temperature must be between 40°F and 80°F.
Hardware overview/installation Opening the cabinet The lid on all cabinets is held in place by two tabs that rest in slots in the bottom of the case. A release tab snaps into an opening in the topcenter of the cabinet and is secured by a retaining screw. To remove the lid: 1. Remove the retaining screw and depress the release tab at the top of the cabinet. 2. Rock the lid back from the top. 3. Lift and pull the lid free from the slots in the bottom of the cabinet.
IVX 20 Hardware overview/installation Expansion card installation Adding or replacing the expansion card will require the system to be taken out of service. Wear a grounding strap and avoid unnecessary movement while handling the circuit boards. 1. Unplug the power supply to IVX. 2. Remove the cabinet lid as described earlier. 3. The expansion card snaps directly onto two 4. 5. 6. 7. 50-pin connectors located on the upper-left side and bottom center of the main board.
Hardware overview/installation IVX 20 External connections Grounding instructions IVX grounding (supplemental ground) is as follows: • The conductor wires can be no smaller than the ungrounded branch-circuit supply conductors (usually 16-gauge or higher). • Acceptable wire: bare or covered with green or green and yellow striped jacket. • Conductors (and power receptacles) shall connect to earth ground at the service equipment (usually a cold water pipe or copper ground rod).
IVX 20 Hardware overview/installation Serial port A standard serial cable may be connected to the DB9 serial connector on the side of the cabinet. Use a standard shielded serial cable, DB9 to DB25 (Radio Shack #26-117 or equivalent). Note: The maximum distance from the cabinet is 100 ft. The output from the serial port is 8 data bits, 1 stop bit, and no parity. The baud rate is 1200 baud.
Hardware overview/installation IVX 20 CO line connection Local loop IVX’s advanced CO line circuitry provides for open-loop detection and built-in Caller ID interface. Loop start lines are connected via the last six pairs on the 66 block (Lines 5 and 6 require the expansion card). Note: Observe correct order of connection to preserve proper rotary hunting of the CO Lines. Station connection The first eight pairs on the amphenol are digital station ports connected to the main board.
IVX 20 Hardware overview/installation TAPI Phone installation Important: These installation instructions apply only to the IVX 128/IVX 20 TAPI Phone. 1. With the PC turned off, connect the provided serial cable to COM port 1 (or other available COM port) of the PC. Attach the other end of the cable to the nine-pin serial port on the back of the IVX 128/IVX 20 TAPI Phone.
Hardware overview/installation IVX 20 6. Double-click on the Unimodem service provider. (In Windows 98, this is located under the Telephony Drivers tab.) The Install New Modem dialog box will appear. (The PC will “consider” the TAPI Phone to be a modem.) Check “Don’t detect my modem; I will select it from a list.” (For Windows 98, also check “Don’t run the Hardware Installation Wizard.”) Click Next >. Click Have disk... . Insert the TAPI diskette in the A: drive of the PC and click OK. 7.
IVX 20 Hardware overview/installation Important: If you must update the modem driver If Step 2 of the software installation procedure revealed that the PC’s unimodem.vxd file is not at least version 4.10.31, you must update this modem driver file before installing the TAPI Phone software and before the TAPI Phone can operate. For your convenience, we have included updated Unimodem V driver software on the disk that comes with the TAPI Phone.
Hardware overview/installation IVX 20 64-Key Expansion Console connection Each Expansion Console is connected to a Digital Feature Phone with a special RJ14 cable assembly (provided with the Console). Once connected, it automatically identifies itself to the system and can be programmed as an adjunct to the Feature Phone to which it is connected. 1. Connect the shortest part (one-inch) of the expansion cable to the IVX Digital Feature Phone. 2.
IVX 20 Hardware overview/installation Worksheet Term Wire color 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 White-Blue Blue-White White-Orange Orange-White White-Green Green-White White-Brown Brown-White White-Slate Slate-White Red-Blue Blue-Red Red-Orange Orange-Red Red-Green Green-Red Red-Brown Brown-Red Red-Slate Slate-Red Black-Blue Blue-Black Black-Orange Orange-Black Black-Green Green-Black Black-Brown Brown-Black Black-Slate 30 31 32 33 34 35 36 37 38 39 740 41
Hardware overview/installation IVX 20 (This page included for pagination purposes only.) B.
IVX 20 System programming: an introduction System programming: an introduction You can program the IVX 20 system either from a Digital Feature Phone or with the Windows® 95/98-based Esi-Access package. Both methods follow the same programming steps. This manual focuses on programming from a Digital Feature Phone — the respective documentation for the Windows-based programming details the differences in programming from that environment. Read the User’s Guide first.
System programming: an introduction IVX 20 Entering alphanumeric characters You enter names for extensions and departments by pressing the dial pad key that corresponds to the character to be entered. The key’s possible entries will change each time the key is pressed, and the display will show this. When the display shows the desired character, press # to confirm; the cursor will move to the next character position.
IVX 20 System programming: an introduction Accessing user station programming Should a user forget his password or if an employee leaves the organization, this feature allows the Installer or Administrator to enter a user's station programming and operate within it as if he were the user. From the user’s station, input the Installer or Administrator password when the system prompts for the user password.
System programming: an introduction IVX 20 System programming overview 1 System parameters 11 12 13 14 15 Initialize Installer password Administrator password Set time/date System timing parameters 151 Flash duration 152 Transfer recall timer 153 Hold recall timer 16 Recording alert tone 17 System speed dial 2 CO line programming 21 Line programming 22 Toll restriction programming 221 Centrex/PBX access code 222 Toll restriction exception tables 23 Line parameters 231 Line receive volume 232 Line open-l
IVX 20 Function 1: System parameters Function 1: System parameters Function 11: Initialize This function will do one of the following: • Reset — Erases all programmed configuration data but does not delete custom recordings made by the Installer or customer. After performing a reset, the system will match any previous custom recordings to the new configuration data. • Initialize — Returns all components and software to their initial state. Initialization will erase all data and custom recordings.
Function 1: System parameters IVX 20 Function 15: System timing parameters Function 151: Flash hook duration This sets the time (in tenths of a second) that a flash hook will be sent on the current line to the Telco. If this value is too short, the CO will not recognize the flash hook. The default setting of 15 (1.5 seconds) will cause disconnect and fresh dial tone from the CO. Range: 2–20 (0.2–2.0 seconds). Default: 15 (1.5 seconds).
IVX 20 Function 1: System parameters Function 17: System speed dial Up to 100 system speed dial names and associated numbers can be stored, in location numbers 600–699, for access by any station. A user can initiate a system speed dial by dialing the speed dial location number or by accessing the name through Esi-Dex’s System Dex feature. In Function 32, access to system speed dial can be denied to individual stations (see page F.5).
Function 1: System parameters IVX 20 (This page included for pagination purposes only.) D.
IVX 20 Function 2: CO lines Function 2: CO lines The IVX 20 system can operate on a station-by-station basis as a PBX or as a combined KEY/PBX (default) using standard loop start lines. If a station has line keys programmed, the user accesses the lines by pressing one of these keys or by dialing 9 (or 8 or 7). If a station does not have line keys programmed, the user always accesses CO Lines by dialing 9 (or 8 or 7).
Function 2: CO lines IVX 20 2. Outbound CO line groups CO lines can be grouped for outbound, pooled access into one of three line groups: 9, 8, or 7. Note: A line can only be in one line group or designated as a private line. Outgoing lines (selected by initially dialing 9 — or 8 or 7, depending on setup) will be assigned in order from the highest numbered CO line to the lowest available in the line group.
IVX 20 Function 2: CO lines Night mode Once you have programmed all desired CO lines for day mode, repeat the programming steps for all desired CO lines for night mode. Default: Answer on ring 1 with ID1 (main greeting) in both day and night modes. Example: To have after hours calls directed to a general delivery mailbox, program the system as follows. During night mode, Line 1 (and other lines to be programmed alike) will be answered immediately by MB301 (a Guest Mailbox set up for general delivery).
Function 2: CO lines IVX 20 You can program an allow exception table and a deny exception table in this function, to be exceptions to toll restriction. A number listed in the allow exception table (e. g., a branch office or a vendor’s location) will be allowed to all stations, regardless of how they were programmed in Function 32. Conversely, a number listed in the deny exception table (e. g., a “1-900” number) will be denied to all stations. 1.
IVX 20 Function 2: CO lines Function 232: Line disconnect You can set the lines to detect the open loop interval (if available from the CO) and disconnect more quickly. This will also allow the system to: • Drop abandoned calls from Park and Hold. • Reduce the opportunity for abandoned calls to be transferred by the auto attendant. • Reduce the possibility that abandoned calls could create messages that are either silent or contain CO-generated tones.
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IVX 20 Function 3: Extension programming Function 3: Extension programming This section provides programming for extensions and department groups. Important: Where any gray shading (■) appears in an example, it represents values either unavailable for programming by the function (e.g., call recording for an analog phone) or unused in the particular example.
Function 3: Extension programming IVX 20 4. CO line group Assigns the extension’s ability to access one or more CO line groups (9, 8, and 7). Default: 9. 5. Extension page zone assignment List the page zones (1, 2, 3) that are to include this extension. All stations are in All Page and cannot be edited. Default: 0 (All page). Note: The overhead paging port (extension 199) can be paged along with other extensions in a zone by including the desired page zone(s) for extension 199.
IVX 20 Function 3: Extension programming Here are the steps for programming analog ports: 1. Extension Number Analog port extension numbers must be x112 or x113. 2. Type The two analog ports can be defined as follows: • Phone (PHONE) — Designed to provide for standard 2500-type phones. See the IVX 20 user guide for complete description to the capabilities. Calls to a station that are busy/no answer are forwarded to the station’s mailbox.
Function 3: Extension programming IVX 20 Example: Here is a portion of a completed programming worksheet (Appendix II) for analog ports. Extension 112 is an analog phone and extension 113 has a fax machine connected. Fax tones detected at the main greeting will be transferred to this station (user may also manually transfer a caller to this extension who wish to send a fax. Line access allows for sending faxes on line group 9. 1. 2. 3. 4. Ext.
IVX 20 Function 3: Extension programming Dry contact control The manner in which the dry contact pair is punched down on the 66 block sets the pair as either normally open (sending a page to the port will close the contacts) or normally closed (sending a page to the port will open the contacts). See the “Hardware installation” section (beginning on page B.1).
Function 3: Extension programming IVX 20 Function 33: Department programming You can create up to 10 departments (or “hunt groups” ), each with a maximum of 14 extensions. You also can assign an extension to more than one department. Department numbers range 290– 299. Department hunting methods You can designate a department to be rung in one of the following methods: • In order — Calls will ring each phone in the order listed.
IVX 20 Function 3: Extension programming Example: Here is a portion of a completed Programming Worksheet (Appendix II) for Department programming. Department 290 was created to have calls directed to it to first ring 104, then, if busy/no answer, 111, and then 112. If all are busy or do not answer, the call will forward to the operator if day mode or if during Night Mode to guest mailbox 300 (for pick up in the morning). Department 291 rotate the calls between the two extensions listed.
Function 3: Extension programming IVX 20 Feature key Feature keys, as listed below, cannot be programmed system-wide but must be programmed for each individual station. See “Accessing user station programming” (page C.3) and the User’s Guide for a detailed description of each key.
IVX 20 Function 4: Auto attendant programming Function 4: Auto attendant programming You can program the auto attendant, in line programming (Function 2; see pages E.1–E.5), to answer calls immediately, on a delayed-answer basis, or not at all (i.e., for live answer at all times). Day/night mode will change the main greeting announcement and affect rerouting of calls during call processing.
Function 4: Auto attendant programming IVX 20 Directory branch (ID 18) Branch 18 (selection 8 in the main greeting) is the directory branch which allows the caller to be connected to an employee by selecting his or her name from a list played. The caller selects the person he wishes to reach from the playback of all recorded names. Note: A caller who makes no selection will be transferred to the operator (Extension 100). Important: No programming is necessary to create the directory branch.
IVX 20 Function 4: Auto attendant programming Function 611, Daytime Main Greeting: “Thank you for calling. If you know your party’s extension, enter it now. For Sales, press 1. For Administration, press 2. For Technical Support, press 3. For a company directory, press 8. Or, to reach the Operator, press 0.” Function 612, Nighttime Greeting: “You have reached our offices after normal business hours. To leave a general message, press 5. To receive product information, press 6.
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IVX 20 Function 5: Voice mail programming Function 5: Voice mail programming To simplify initial installation, all programmed extensions will automatically have a mailbox with the generic personal greeting, “You have reached the mailbox for extension [xxx].” The mailbox user should replace this with a personalized greeting. Function 53: Guest mailboxes Ten mailboxes (numbered 300–309) each serve as guest mailboxes.
Function 5: Voice mail programming IVX 20 The sequence of programming is as follows: 1. CO line access — Input the CO line group (9, 8, or 7) that is to be accessed for paging. 2. Dialing pause — Input the pause in seconds that is to occur after the pager numbered has been dialed and before the mailbox number is to be dialed. Range: 0–20 seconds. Default: 6 seconds. 3. Paging interval — Input the number of minutes for the interval between reminder pages. 0 for no reminder pages (i.e.
IVX 20 Function 6: Recording Function 6: Recording Function 61: Re-record main greeting The main greeting prompts are re-recorded here. Recording a prompt 1. Practice the prompt by recording and re-recording (start and stop by pressing 1). 2. When satisfied with its quality, press # to confirm. Note: Deleting a system prompt by pressing HOLD (instead of #) restores to the default recording. • Day main greeting — Plays to callers if the auto attendant is programmed to answer in day mode.
Function 6: Recording IVX 20 Function 63: Message-on-hold (MOH) programming MOH can be: • A live feed from an external music source connected to the MOH connector located on the side of the cabinet. • One of three default, generic MOHs pre-recorded by the factory. Function 631: MOH source This selects the source that will be played to callers on hold.
IVX 20 Function 7: Reports Function 7: Reports Serial printer/SMDR capture Connect a standard serial printer or call accounting system to the serial port. SMDR data is output in real time to the port. SMDR data will be stored temporally if a laptop is connected for programming (five minutes after you exit programming mode, the buffered SMDR will resume output to the serial port). The output from the serial port is: 8 data bits, 1 stop bit, and no parity, 1200 baud.
Function 7: Reports IVX 20 PC interface Use an RS-232C cable to connect a computer’s serial port to the serial port of IVX 20. When connected to IVX 20, the computer resets the baud rate for faster communications. Once connected, the installer can: • Program the system using the PC programming package, ESI Installer. • Capture debug information. • Update system software. • Perform a back-up/restore of system configuration. • Print DSS labels.
Index 64-Key Expansion Console, B.2 Connecting, B.14 Access codes and toll restriction, E.3 Alphanumeric characters, entering, C.2 Amphenol connections, B.9 Answer ring assignment, E.2 Auto attendant programming, G.1–G.4 Automatic day/night mode table, G.3 Branches, G.1–G.3 Directory branch, G.2 GoTo branch, G.1 Battery. See Cautions Cabinet, B.1 Cabinet, B.5, B.6 Caller ID, A.1, E.5 Card Expansion, B.1 Cautions, B.3 Battery, B.3 Fuse, B.3 Power supply, B.3 CO lines, E.1–E.
