ESI Communications Servers ESI-1000 • ESI-600 • ESI-200 • ESI-100 • ESI-50 Administrator’s Manual 0450-1048 Rev. F Copyright © 2008 ESI (Estech Systems, Inc.). IVX is a registered trademark of Estech Systems, Inc. Ethernet is a registered trademark of Xerox Corporation. Microsoft, Windows, and Outlook are registered trademarks of Microsoft Corporation. Panasonic and DBS are registered trademarks of Matsushita Electric Corporation of America.
Contents Administrator programming: An introduction ...............A.1 Function 6: Recording..........................................................F.1 System capacities .................................................................B.1 Function 61: Re-record system and branch prompts.............. F.1 Function 62: Record directory names..................................... F.2 Function 63: Message-on-hold (MOH) programming.............. F.3 Function 1: System parameters.............................
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Administrator programming: An introduction You can program an ESI Communications Server (ESI-1000, ESI-600, ESI-200, ESI-100, or ESI-50) locally or remotely from a 48-Key or 24-Key Feature Phone while the system is operating. You also can program using ESI System Administrator, a Windows-based software application your ESI Reseller can provide. Read the User’s Guide first.
ESI Communications Servers Administrator’s Manual • • • • • Administrator progrmming: An introduction Conference calling — Includes up to 64 dynamic conference ports; a single conference may contain up to 1 16 members. Conference bridges are dynamic, so possible conference sizes include: 21 three-member; 16 four-member; 10 six-party; and various combinations in-between. Analog phones on the system also may originate conferences.
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Auto attendant features • • Six levels, 100 branches — Allow you and your customer to set up a more caller-friendly answering environment, including a company directory. Virtually unlimited call routing — Includes off-premises transfer, pager notification, more. ACD features • • • Routes calls within designated departments for quickest possible call answering.
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction System programming overview 1 System parameters 5 Voice mail programming 13 Administrator password 14 System clock 141 Set time/date 142 Automatic time setting 143 Clock adjustment 16 System feature parameters 162 Connect tone 163 Station feature set activation 17 System speed-dial 53 Guest/info mailboxes 54 Group mailboxes 55 Message notification options 551 Station delivery options 552 Delivery/paging paramete
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Entering alphanumeric characters You enter names for extensions, departments, branch IDs, CO lines, guest mailboxes and DIDs 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.
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Three-digit numbering plan selections (all ESI Communications Servers) Selection 100 (default) From To Used for Selection 200 From Selection 300 To Used for From To Used for 100 267 Extensions 200 367 Extensions 300 467 Extensions 280 299 Departments 380 399 Departments 470 489 Departments 300 489 Guest/info mboxes 100 199 Guest/info mboxes 100 289 Guest/info mboxes 400 489 Guest/info mbox
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Four-digit numbering plan selections (ESI-1000 only) Selection 1000 Selection 2000 Selection 3000 From To Used for From To Used for From To Used for 1000 1815 Extensions 2000 2815 Extensions 3000 3815 Extensions 1872 1999 Departments 2872 2999 Departments 3872 3999 Departments 3000 3999 Guest/info mboxes 3000 3999 Guest/info mboxes 2000 2999 Guest/info mboxes 4000 4001 — Broadcast mailbo
ESI Communications Servers Administrator’s Manual Administrator progrmming: An introduction Remote setting of day, night, holiday and auto modes Normally, the system’s day/night mode operation will be manually controlled at an ESI Feature Phone and/or set to follow the day/night mode tables (programmed by the Installer) automatically. In addition, the Administrator can remotely change the mode and/or re-record the holiday greeting to handle unexpected closings such as for inclement weather.
ESI Communications Servers Administrator’s Manual System capacities System capacities Important: Each ESI Presence Management RFID Reader uses one digital station. The same is true for each ESI Cellular Management Access Device. Stations and trunks The specifications shown below reflect maximum capacities and configurations. Not all of the station and trunk maximums can be reached simultaneously.
ESI Communications Servers Administrator’s Manual System capacities Departments Dialing plans (-digits) Max. departments Department types: Ring-all, ACD, UCD, in-order, pick-up, attendant Max. members, non-ring-all depts. Max members, ring-all depts.
ESI Communications Servers Administrator’s Manual Function 1: System parameters Function 1: System parameters Function 13: Administrator password These functions will display the existing password and prompt for entry of a new password. The passwords can be 2–8 digits long, followed by #. The Installer can change either the Installer or Administrator Password. Only those functions listed in the Administrator Manual can be programmed via the Administrator Password.
ESI Communications Servers Administrator’s Manual Function 1: System parameters Function 142: Automatic time setting 1: Synchronize with Caller ID1 This function, when enabled, synchronizes the real-time clock with Caller ID (CID) messaging: call processing compares the time of a CID message to the system real-time clock and, if the difference is more than two minutes, resets the real-time clock to match the time (minutes) of the CID message.
ESI Communications Servers Administrator’s Manual Function 1: System parameters Function 16: System feature parameters Function 162: Connect tone This sets whether the system plays a system connect tone (two short beeps a user hears when a station answers). Default: Enabled (the beeps play).
ESI Communications Servers Administrator’s Manual Function 1: System parameters Function 17: System speed-dial 1 Up to 1,000 system speed-dial names and associated numbers can be stored 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 the Esi-Dex feature. In Function 32, access to system speed-dial can be denied to individual stations (see page D.3).
ESI Communications Servers Administrator’s Manual 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 to the function or unused in the particular example. Function 30: Station move This feature allows the Installer or Administrator to exchange the extension numbers of two extensions.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming 4. Both extensions will now appear in the display. Confirm the exchange by pressing #. X1044 J SMITH X1056 S BROWN 5. If one of the phones is in use, the display will show that extension: STATION MOVE EXT 1044 BUSY (If both are in use, the display will show only the first extension.) To back up to the previous step, press and then re-try the extension exchange by pressing # again.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming 5. Auto attendant block — Blocks calls from being transferred to the station from the auto attendant; follows the extension’s call forward day/night as programmed by the Installer. 6. Live recording feature — If enabled, will allow the user to record conversations. 7. Service observing — Allows the user to monitor the conversations of those stations listed in the service observing list for his/her station.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming 13. Trunk-to-trunk transfer — When enabled, this lets the station user initiate a trunk-to-trunk transfer. The user, while connected to a CO line, can press TRANSFER, dial an off-site number and then complete the trunk-to-trunk transfer by simply hanging up. Both outside parties are then connected. A station user also can set up a conference call and then drop out of the conference, leaving the other members conferenced.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 322: Advanced extension feature authorization This function allows authorization of some other ESI features, particularly those involving licensing. Below is an example of a completed Function 322 programming worksheet. 1. Ext. XXX 100 101 102 103 104 110* 2. Name Default Jane Roger Sally John Dave Bill 3. VIP N Y Y Y Y Y N 4. Type 5. Auto-record 6.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 33: Department programming Departments can be used to direct inbound calls for more extensive call coverage. Each ESI Communications Server has a maximum number of departments, and members per department (for details, see “System capacities,” page B.1). You also can assign an extension to more than one department. Function 332: VIP ACD parameters This function establishes settings to be used for VIP ACD.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 37: RFID programming Choices are: • 1 — Access control schedule programming. • • 2 — RFID tag assignment. 3 — View RFID tag number. • 4 — ESI Presence Management parameters. Note: For more information about ESI Presence Management, consult its Installation Manual (ESI # 0450-0792).
ESI Communications Servers Administrator’s Manual Function 3: Extension programming 4. Enter the allow time — the time when an electronic key user can begin controlling door locks — in 12-hour format. (To delete an entry, press HOLD.) Press # to confirm when done. ACC SCHED1 MON ALLOW: 900 5. Select AM or PM by pressing a scroll key. Press # to confirm.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 372: RFID tag number programming As described earlier in this document, each electronic key has an embedded unique RFID tag number. This function is used to associate each RFID tag number to an extension or mailbox for Personal Call Routing and presence indication (except mailboxes). 1. Enter an RFID tag number, or use the scroll keys to select from the list of tag numbers. Note: If using any RFID features — i.e.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 373: View RFID tag number This is used to display tag numbers that are associated to extensions or mailboxes. You can only view tag numbers with this function. You cannot change any tag numbers or assignments. Enter the station or mailbox number to display, and then press #. If there’s an RFID tag number assigned to that extension or mailbox, it will appear.
ESI Communications Servers Administrator’s Manual Function 3: Extension programming Function 375: RFID Reader parameters This function is used to adjust the doorphone speaker volume of each ESI Presence Management RFID Reader. 1. Enter the extension number of the RFID Reader. EPM READER SET EXT: 2. Select the volume level by using the scroll keys. X211 FRONT DOOR VOLUME: 6 > Range: 1–8, with 8 as the highest. Default: 4. D.
ESI Communications Servers Administrator’s Manual Function 5: Voice mail programming Function 5: Voice mail programming To simplify initial installation, all programmed extensions will automatically have the generic personal greeting, “You have reached the mailbox for extension [xxx].” The mailbox user should replace this with a personalized greeting. Each guest/info, group, cascade notification, or Q & A mailbox must have a greeting recorded for the system to consider the mailbox active.
ESI Communications Servers Administrator’s Manual Function 5: Voice mail programming Each programming step is defined as follows: 1. Mailbox number — Enter a guest mailbox number. 2. Name — The mailbox name is used for the display, reports, and as a programming aid. The name length can be no longer than 10 characters (see “Entering alphanumeric characters,” page A.5). Default: The Mailbox number. 3. Type — Select a mailbox type: Guest or Info. Default: Guest. 4.
ESI Communications Servers Administrator’s Manual Function 5: Voice mail programming Here is the programming sequence: 1 1. Enter the group mailbox number. 2. Enter group member mailboxes’ numbers — Separate each by #; enter # # to end the list. Range: Depends on dial plan selected (see “Selectable numbering plan,” page A.5). 1. MB 2.
ESI Communications Servers Administrator’s Manual Function 5: Voice mail programming Function 552: Delivery/paging parameters The sequence of programming is as follows: 1. CO line access — Enter the CO line group (9, 8, or 71–76) to be accessed for delivery. Default: 9. 2. Pager dialing pause — When paging, the ESI Communications Server will send the mailbox number to be shown in the pager’s display.
ESI Communications Servers Administrator’s Manual Function 5: Voice mail programming Cascade notification parameters The cascade notification mailboxes will use the same CO line group and pager dialing pause as programmed in Function 552 (see page E.4). Notification interval To program the notification interval parameter for a cascade notification mailbox: 1. Enter the mailbox number. 1 2. Press 2 to set parameters for the mailbox. 3. Enter the number of minutes for the interval between attempts.
ESI Communications Servers Administrator’s Manual Function 6: Recording Function 6: Recording Function 61: Re-record system and branch prompts An ESI Communications Server plays the system prompts to an outside caller at different points in the call routing or mailbox functions. These system prompts have been pre-recorded at the factory but you may re-record them, if preferred — e.g., in a different voice or with different instructions.
ESI Communications Servers Administrator’s Manual Function 6: Recording • Holiday Main Greeting Prompt: 540 — Plays to callers when the system has been manually placed in holiday mode. Default: "Thank you for calling. Our office is closed in observance of the holiday. You may dial your party’s extension, at any time, or please call back during regular business hours.” Note: While in holiday mode, the system follows night mode programming for call routing.
ESI Communications Servers Administrator’s Manual Function 6: Recording 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 (see the ESI Communications Servers Hardware Installation Manual). • One of three default, generic MOHs pre-recorded by the factory. • One of up to nine custom MOHs loaded into the system by using a CD player or similar device connected to the MOH connector.
ESI Communications Servers Administrator’s Manual Function 6: Recording Function 632: MOH recording 1. Connect the message/music source to the MOH port on the side of the cabinet. Note: The connector is monophonic-only — if you use a stereo source, you must either set it to output mono, if possible, or use a stereo-to-mono conversion cable (or adapter). 2. Enter the prompt number to be recorded. 3. Press 1 to begin recording. To aid you in queuing, the source will be played through the phone’s speaker.
ESI Communications Servers Administrator’s Manual Function 7: Reports Function 7: Reports Important: You may wish to read “Feature description: SMDR” (beginning on page H.1) before using this function. Report printing The system’s built-in reports can be output to a printer or a PC via the Maintenance/SMDR port. When printing captured reports from the PC to a laser printer, use a fixed monoproportional font (such as Consolas, Courier New, Andale Mono, or Letter Gothic), 9 points or smaller.
ESI Communications Servers Administrator’s Manual Function 7: Reports 4. The eight-digit start date for this report is composed of two digits for the month, two digits for the day, and four digits for the year. The start date should be today’s date or earlier. Enter the start date in MMDDYYYY format, and press #. ENTER START DATE 5. Enter the end time in 12-hour, HHMM format, and press #. ENTER END TIME 6. Use the scroll keys to select AM or PM for the end time, and press #. ENTER AM OR PM 7.
ESI Communications Servers Administrator’s Manual Function 7: Reports Function 73: ACD department detail report The ACD department detail report provides extension usage by ACD department. This report includes the following “fixed” information: • All ACD departments will be included. • The current report’s start date and time will be the previous report’s end date and time. • The current report’s end date and time will be the current date and time. Function 73 offers two choices: 1.
ESI Communications Servers Administrator’s Manual Function 7: Reports Incoming ACD call statistics The incoming ACD call statistics section shows ACD calls offered to each ACD agent position. These are calls that are transferred to, or ring into, the department number and then are distributed to the agent positions (extensions).
ESI Communications Servers Administrator’s Manual Feature description: SMDR Feature description: SMDR SMDR (station message detail reporting) call records are output in real time via an ESI Communications Server’s Maintenance/SMDR serial port. Connect a standard serial printer or call accounting system to the serial port. SMDR data will be stored temporarily if a laptop is connected for programming (five minutes after you exit programming mode, the buffered SMDR will resume output to the serial port).
ESI Communications Servers Administrator’s Manual Feature description: SMDR CSV SMDR format ® The comma-separated value (CSV) format is readable from within Microsoft Excel and other spreadsheet applications. Note: The CSV format does not support account codes (see page H.3). A CSV record is output for each completed call, and represented as follows (word-wrapped): Format: "T","MMDDYYYY","HHMMSS","HHMMSS","NNN","XXXXXXXXXX. . .XXX","CCCCCCCCCC. . .
ESI Communications Servers Administrator’s Manual Feature description: SMDR SMDR format when using account codes The account code will be output in the SMDR record in character positions 60 through 69, inclusive (compliant with Panasonic DBS SMDR format). A new line will be generated each time someone enters an account code (indicated below by “A”).
ESI Communications Servers Administrator’s Manual Feature description: SMDR Reporting conventions and rules (standard and CSV formats) • Inbound and outbound call records are generated only for calls between a station and a CO line. ESI systems provide SMDR records only for calls answered by, or originated from, a system extension. Unless otherwise noted, ESI systems don’t provide SMDR records for the following types of calls: – Incoming calls . . .
ESI Communications Servers Administrator’s Manual Feature description: SMDR Extended SMDR format Note: The extended SMDR format is available on only ESI Communications Servers that are running system software xx.3.0 (or higher). For system software downloads, visit www.esiresellers.com/software.
Index Access schedules, D.7 Accessing user station programming, C.1 ACD, G.1–G.4 Alphanumeric characters, entering, A.5 Auto attendant block, D.3 Auto attendant programming Remote setting, A.8 Call waiting, D.2 CO lines. See System capacities Day/night/holiday modes, A.8 Do not disturb (DND), D.2 ESI Presence Management, A.5, B.1, G.1 Esi-Dex, C.4 System speed-dial, D.3 System speed-dial list, G.1 Functions Function 1 — System parameters, C.1–C.4 Function 5 — Voice mail programming, E.1–E.