IVX E-Class Admin Manual Rev A
IVX E-Class Admin Manual Rev A
0450-0328
Rev. A
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 publi-
cations and leaders.
Index
(This page included for pagination purposes only.)
IVX E-Class Administrator’s Manual Administrator programming: An introduction
Administrator programming:
An introduction
You can program ESI’s IVX E-Class system (IVX 128e or IVX 72e) locally or remotely from a 48-Key Digital
Feature Phone or 24-Key Digital Feature Phone while the system is operating. You also can program using
ESI’s Esi-Admin, a Windows-based software application your ESI Reseller can provide.
Read the E-Class User’s Guide first. Programming features require a clear understanding of user
interface and application.
Administrator’s duties
The System Administrator can perform the following tasks:
• Administering station assignments
• Managing station feature authorization
• Maintaining the employee directory (if it’s used)
• Re-recording system prompts
• Administering manual change of Day/Night mode (if required)
User assistance
Each ESI phone system’s Verbal User Guide includes all of the information printed in the User’s Guide
(except for special features). Additionally, the ESI system users’ Web site, www.esiusers.com, includes
all the information in the User’s Guide, and more.
A.1
Administrator programming: An introduction IVX E-Class Administrator’s Manual
• Esi-Dex™ speed-dialing — Calls any number using four separate lists (personal, station, system
and — when Esi-Link is in use — location); uses Caller ID1 information or direct keypad entries.
• Dedicated overhead paging interface — Allows for external paging through overhead speakers or
multi-zone paging units (amplification required).
• 911 alert — Provides immediate line access if any station with line access dials 9 1 1 to report
an emergency; sends a message via the serial port indicating the start date, time, station number and
end-time of the 911; also sounds a warning tone at the operator station and displays, for example:
911 CALL FROM
X102 JOHN JAMES
Important: Don’t make 911 calls using Remote IP Feature Phones. Because a Remote Phone isn't con-
nected directly to its local telephone network, one must use a regular phone connected locally,
not the Remote Phone, to make 911 or other emergency calls. (For more information, see the
documentation included with the Remote Phone.)
• Esi-Link support — Allows an multi-site enterprise to network any combination of up to 100 com-
patible ESI phone systems (or ESI IP Gateways) across an IP-based network.
• Optional NSP (Network Services Processor) — Allows system programming via TCP/IP and can
be adapted to fit a variety of phone system configurations, small to large.
• Optional Esi-Mail™ unified messaging — Offered in three formats, this provides an optional, value-
added interface to an NSP-enabled IVX E-Class system. Delivers voice mail notification to Microsoft®
Outlook® 2000.
Call-handling features
• AutoPage™ — Allows a caller, when forwarded to voice mail, to page a station user.
• Off-Premises “reach me” — Lets callers reach their party while he or she is off premises.
• Virtual Answer Key™ — Users can play pre-programmed prompts to inbound callers.
• Caller ID missed-call key — Stores caller ID for ten most recent missed calls.
• QuickPage™ — Allows a station user to park a call and automatically page another user.
• Override ring — Lets a station user place a call — station-to-station, outside line or Esi-Link — or
leave a voice message when another call is ringing.
1
Of course, the IVX E-Class system also supports any combination that does not exceed 24 parties and does not exceed four
parties in any conference — e. g., four three-party conferences and three four-party conferences.
A.2
IVX E-Class Administrator’s Manual Administrator programming: An introduction
ACD features
• Routes calls within designated departments for quickest possible call answering.
• Uses Digital Feature Phone display to provide up-to-the-second information on queues and wait times.
Important: During programming, the 24-Key Feature Phone’s two-line display shares the same content with
the top two lines of the 48-Key Feature Phone’s three-line display. Therefore, to save space, this
manual’s sample displays show only two lines.
Don’t program using a 12-Key Feature Phone; its single-line display cannot show some informa-
tion you’ll need during programming.
The following menu shows Administrator programming functions available on the IVX E-Class system:
1 System parameters 5 Voice mail programming
13 Administrator password 53 Guest/info mailboxes
14 System clock 54 Group mailboxes
141 Set time/date 55 Message notification options
142 Automatic time setting 551 Station delivery options
17 System speed dial 552 Delivery/paging parameters
56 Cascade paging mailboxes
3 Extension programming 57 Q & A mailboxes
32 Extension feature authorization
6 Recording
61 Record system prompts
62 Record directory names
63 MOH programming
631 MOH source
632 Record MOH
633 MOH volume
Programming basics
As mentioned earlier, you may program from any ESI 48-Key Digital Feature Phone or 24-Key Digital
Feature Phone in the system. Here’s how:
1. Press PROGRAM. The normal station programming menu prompt will begin to play. Press HOLD
to stop the prompt.
2. Enter the Administrator password1, followed by #. You are now in programming mode (during this
time, the extension will be automatically placed in DND).
3. Follow the system programming menu to program as you wish; and, when finished, hang up.
Note: The system will automatically exit programming mode after 10 minutes of inactivity.
1
Default is 4 5 6.
A.3
Administrator programming: An introduction IVX E-Class Administrator’s Manual
Programming keys
During programming, the first line of the display will show the current item being programmed, and the
second line will be the entry line. You can enter values as directed by the combination of the voice
prompts and display. To enter multiple values, such as a list of extension numbers, separate each value
by # (to exit the list, enter # #).
Note: Either < or > in the display indicates that additional choices or values are available by pressing a corre-
sponding scroll key (Wor V).
Example: To enter a B, press 2 twice (the possible options to scroll through are A, B, C and 2). When B is
displayed, press # to confirm; the cursor will move to the next character to be entered. To complete
the name, press # #.
A.4
IVX E-Class Administrator’s Manual Administrator programming: An introduction
A.5
Administrator programming: An introduction IVX E-Class Administrator’s Manual
A.6
IVX E-Class Administrator’s Manual Function 1: System parameters
Function 1:
System parameters
Notes: You can use the Administrator password to access a user’s station programming. At the station, when
prompted for the user’s password, enter either the Administrator password, then follow normal user
programming procedures.
Example: From station 105, entering 4 5 6 # instead of the user password (1 0 5 #) will enter the station’s
user programming. (Default password shown for this example).
Example: Enter 1 2 3 3 for 12:33, or 3 1 5 for 3:15 (note that you need no leading zero for the time).
Example: Enter 0 7 0 4 2 0 0 3 for July 4, 2003 (note that leading zeroes are required here, unlike in
Step 1).
Note: A built-in battery maintains the correct time and date, even in the event of a power loss.
B.1
Function 1: System parameters IVX E-Class Administrator’s Manual
Notes: If this function is enabled, Esi-Link time synchronization (from location 700) will be disabled.
If this function is disabled, Esi-Link time synchronization will be allowed (minutes only).
Note: If this function is enabled and it causes an automatic time change, the system won’t update
the real-time clock from either Caller ID messages (Function 1421, above) or Esi-Link time
synchronization for 25 hours before and 25 hours after the time change is due to be effective
(i.e., 2:00 AM Sunday).
B.2
IVX E-Class Administrator’s Manual Function 1: System parameters
Note: System speed-dialing overrides toll restrictions (Function 32, page C.1).
1. 2. 3.
Speed-dial number Name Number
601 AUTO RENTL 915552221212
The number dialed in Step 3 can be up to 30 digits long including the following special codes:
Code What it produces
# # DTMF tone
½ ½ DTMF tone
F Flash hook
P 2-second pause
Use the V scroll key to enter special characters; use the W scroll key to backspace. Press # to confirm
the inserted character and continue. Press # # to complete the entry.
Example: To create a System Speed Dial number that dials 9, then 972-555-5644, then pauses for
four seconds and finally dials #104, enter:
9 9 7 2 5 5 5 5 6 4 4 (then scroll to) P # (then scroll to) P # (then scroll to) # # 1 0 4 #
B.3
Function 1: System parameters IVX E-Class Administrator’s Manual
B.4
IVX E-Class Administrator’s Manual Function 3: Extension programming
Function 3:
Extension programming
Important: Where any gray shading (■) appears in an example, it represents values either unavailable to
the function or unused in the particular example.
Note: A Department number can be entered as an extension in the Service Observing list and will then
automatically include all members of the Department even if the members of the Department are
later changed.
8. Toll restriction — “YES” allows the user to place toll calls. If you select “NO,” the user can make
only either non-toll calls or calls to numbers listed in the allow exception table.
9. System speed dial — “YES” allows the user to access and place system speed dial calls.
(Continued)
C.1
Function 3: Extension programming IVX E-Class Administrator’s Manual
10. AutoPage — Lets the user turn AutoPage (defined below) on or off at his/her station.
Note: This feature is used in conjunction with the directory names recorded in Function 62 and is not ac-
tive until a directory name is recorded for the extension.
If the station user has his/her mailbox set to answer with personal greeting 3 and a caller presses 3
to page that user, this feature automatically pages the station user in the page zones entered in
Function 31. If no page zone is entered, all IVX Digital Feature Phones on the system are paged.
Default: Disabled.
Note: When AutoPage is enabled, the IVX E-Class system will use the last installed idle digital port to
perform the page. Therefore, if a phone is on the last installed port, the phone’s user may experi-
ence a brief delay in telephone operation if he/she picks up the handset (or presses SPEAKER)
during the AutoPage.
11. External forwarding — Allows the station user to enable the off-premises-“reach-me” feature. This
feature allows a caller who has been forwarded to a voice mailbox to be transferred to an outside
caller. See the ESI Feature Phone User’s Guide (#0450-0366) for more information about the off-
premises “reach-me” feature.
Default: Disabled.
Note: After the system dials the external forwarding number, it will play a prompt saying, “You are receiv-
ing a forwarded call. Press any key to accept.” This prompt will play continuously for 30 seconds. If
the forwarded call is answered and the called person dials a digit, the forwarded call will be con-
nected to that person. If no digit is dialed, the caller is automatically forwarded to voice mail. While
the two lines (trunks) are connected, the system constantly monitors the line for open loop condi-
tions (hang-up). If an open loop is detected on either line, the call is disconnected. The system also
monitors for voice activity on the connected lines; if voice is no longer detected, the call is discon-
nected. Finally, if both lines are connected for more than 60 minutes1, the call will be disconnected.
12. Forwarding to toll numbers — This feature is used in conjunction with external forwarding (see
previous item). When enabled, this feature lets the user program a long-distance number for exter-
nal forwarding.
Default: Disabled.
(Continued)
1
Default timer setting. To adjust this, contact ESI Technical Support.
C.2
IVX E-Class 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.
Default: Disabled.
14. Unified messaging — Allows or denies Esi-Mail access. (For more information about Esi-Mail,
consult your ESI Reseller.)
Example: Here is a portion of a completed Programming Worksheet for extension feature authori-
zation. Note that:
• Extension 100 cannot record calls but can make toll calls (except those listed in the
deny table) and can access the system speed dial numbers.
• In comparison, Extension 102 cannot make general toll calls but also can call any
system speed dial number, even if it’s a toll call.
• (Extension 112 doesn’t have DND, AA block, record or service observing capability
because it’s an analog port.)
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.
Call AA Svc. Toll Sys. Auto- Ext. Fwdg. Trk-to- Unified
Ext. Name wait DND block Rec. obsv. allow spd. dial Page fwdg. to toll trk xfer msg.
nos.
100 Jane Y Y N N N Y Y N N N N N
102 Sally Y Y N Y N N Y Y N N N N
112* Bill Y N Y Y N N N N
C.3
Function 3: Extension programming IVX E-Class Administrator’s Manual
C.4
IVX E-Class 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 paging or Q & A mailbox must have a greeting
recorded for the IVX E-Class system to consider the mailbox active.
Important: A mailbox will not receive broadcast messages until a greeting has been recorded for it. Addi-
tionally: if the default greeting is deleted, the mailbox will be considered inactive.
Guest mailboxes
Guest mailboxes are designed to be used by personnel, such as in outside sales or manufacturing,
who do not have an extension assigned to them. A guest mailbox requires no programming other than
the assigning of a name.
Note: A guest mailbox can be handled like a regular extension (i.e., listed in the directory, assigned a station
key, etc.), and is password-protected by default.
If a programmable feature key is programmed as a virtual mailbox key with a guest mailbox number, the
key’s LED will blink, to indicate that new messages exist.1
To retrieve messages from a station, press VOICEMAIL ½ and then either press the DSS key or enter
the mailbox number. To record a greeting, press PROGRAM ½ and the mailbox number; then press #
to confirm, and follow the prompts; the default password is the mailbox number. To retrieve messages
from the outside, press ½ and the mailbox number during the Main Greeting.
Default: 300–489 as Guest.
Info mailboxes
Info mailboxes can be used to give callers information on a variety of different subjects by “publishing”
these mailbox numbers. Info Mailboxes are identical to Guest Mailboxes except that the caller will not
be given a record tone after the personal greeting (the information to be played). Instead, the caller will
be forwarded as programmed in this function (default is the caller will be disconnected after the informa-
tion is played). The maximum length of the record time is 14 minutes. Guest/info mailboxes are created or
deleted here, but are turned “on” only when a personal greeting (the information to be played) has been
recorded. Deleting the personal greetings will turn “off” the mailbox.
To record a greeting, press PROGRAM ½ and the mailbox number; then press # to confirm, and follow
the prompts; the default password is the mailbox number.
Below is an example of a completed Programming Worksheet, showing the sequence of programming:
1. 2. 3. 4. 5.
MB Name Type CF day CF night
400 Dana Guest
402 Literature Info MB 302 MB 302
1
Otherwise, the key is a DSS key that allows for single-key transfer of a call with no message indication.
D.1
Function 5: Voice mail programming IVX E-Class Administrator’s Manual
Group mailboxes
You can assign up to 16 group mailboxes (501–516) to the IVX E-Class system; each group mailbox
can have up to 32 members. Anyone who knows the password can leave messages for all users listed
as members of that group and who have recorded a personal greeting. The Installer, Administrator or
group mailbox “owner(s)” may set or change the list of Group Mailbox members. To record a greeting,
press PROGRAM ½ and the mailbox number; then press # to confirm, and follow the prompts. The
default password is the mailbox number.
Important: A group mailbox is turned “on” (able to record and playback messages) only when its “owner”
has recorded a greeting for it, such as “This is the group mailbox for East Coast Regional Sales.”
Similarly, deleting the group mailbox greeting will turn “off” the group mailbox; any outstanding
messages will remain in its members’ mailboxes until erased by each member.
Notes: If 0 (zero) is programmed as the password, anyone can leave group messages or program the
Group Mailbox.
If a user saves a group message, it will be saved as a new message.
1. 2.
MB Group member mailboxes’ numbers
501 102 104 106 107 122 303 314
D.2
IVX E-Class Administrator’s Manual Function 5: Voice mail programming
To program, enter the extension number to program and select phone or pager to program.
Then, enter:
1. Phone/pager number — The number to be dialed (without the CO line Group [9, 8 or 71–76).
2. Delay — How many minutes the system is to wait before dialing the phone or pager number.
This allows the user to pick up a message if he is in the office.
Range: 0–500. Default: 0.
3. Attempts — How many times that the system will call/page.
Range: 0–99. (0 turns off delivery.) Default: 3.
4. Interval — How many minutes should elapse between attempts.
Range: 10–1440. Default: 30.
5. Quiet period on — When the quiet period should begin.
Default: (None.)
6. Quiet period off — When the quiet period should end.
Default: (None.)
Use the V scroll key to enter special characters; use the W scroll key to backspace. Press # to con-
firm the inserted character and continue. Press # # to complete the entry.
D.3
Function 5: Voice mail programming IVX E-Class Administrator’s Manual
D.4
IVX E-Class Administrator’s Manual Function 5: Voice mail programming
Paging interval
To program the paging interval parameter for a cascade paging mailbox:
1. Enter the mailbox number (520–529).
2. Press 2 to set parameters for the mailbox.
3. Enter the number of minutes for the interval between attempts.
Range: 10–1440. Default: 0.
Note: Once you change this setting from 0, you cannot reset it to 0.
Important: This programming creates or deletes Q & A mailboxes, but these mailboxes are turned “on”
only when the mailbox owner has recorded questions. Similarly, deleting all questions turns “off”
the mailbox.
To record questions, press PROGRAM ½ and the mailbox number; then press # to confirm, and follow the
prompts. The default password is the mailbox number. Here is an example of a completed programming
worksheet (numbers correspond to steps below):
1. 2. 3. 4.
MB Name CF day CF night
490 Employment MB 490 MB 490
491 Survey MB 491 MB 491
Tip: If you need a Q & A mailbox with more than 10 questions, set the call-forwarding to another
Q & A mailbox.
D.5
Function 5: Voice mail programming IVX E-Class Administrator’s Manual
D.6
IVX E-Class Administrator’s Manual Function 6: Recording
Function 6:
Recording
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.
System prompts
• Busy Prompt: 530 — Plays to the outside caller if an extension is busy.
Default: "That extension is busy.”
• No Answer Prompt: 531 — Plays to the caller if an extension does not answer.
Default: "That extension does not answer.”
• Hold Prompt: 532 — Plays to the caller who makes a menu selection or enters an extension number.
Default: "One moment, please.”
• Q/Z Prompt: 534 — Plays to a caller who has selected an alphabetic directory; instructs the caller to
press 1 for the letters Q or Z since these two letters do not appear on the phone keypad; plays at the
end of the first directory prompt (but only if a name in the directory starts with a Q or Z).
Default: "For the letters Q or Z, use key number 1.”
• No Names Matched Prompt: 535 — Played to the caller if, in a directory branch, the first letter he/she
selected does not have any names associated with it, or if he/she has listened to all of the names played
and has not made a selection. After playing the prompt, the IVX E-Class system forwards the call to the
extension, branch or mailbox as programmed in call forward no response.
Default: "No names matched; one moment please.”
• End of Message Prompt: 537 — Plays after a caller leaving a message presses 1 to stop recording;
the prompt then tells the caller his/her options.
Default: “To continue this recording, press 1; to return to the main menu, press 8; or, if finished,
press ½ and hang up.”
• ACD Queue Prompt: 538 — The first prompt played to a caller when all extensions are busy in an
ACD department.
Default: “All agents are currently assisting other customers. Please hold; your call will be answered
in the order received.”
(Continued)
E.1
Function 6: Recording IVX E-Class Administrator’s Manual
• ACD Hold Prompt: 539 — Is periodically played to callers on hold in an ACD department when all
extensions are busy.
Default: “All agents are still busy assisting other customers. Please hold; your call will be answered
in the order received.”
• 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 IVX E-Class system follows night mode programming for call routing. The
day/night mode setting and holiday greeting can be activated remotely (for more information, contact
the Installer).
Important: Make photocopies of the blank worksheet for preparing directories and making future changes.
1. 2. 3.
Ext. Recorded name Key
102 George Straite 4
113 Janet Smith 5
Note: To re-record the prompt that says, “Enter the first letter of the person’s last name,” you must enter Func-
tion 61 and then enter the ID number of the directory branch.
E.2
IVX E-Class Administrator’s Manual Function 6: Recording
Note: If ACD is used, we recommend that you use Prompt 590, Prompt 591 or a custom prompt without peri-
odic “voice-overs,” since the ACD Hold Prompt also will be played while a caller is on hold.
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).
Note: The recorded material should have neither a “beginning” nor an “end” — so that playback can
loop continuously.
4. Press 1 when finished. The recording will play back so you can review it.
5. Press # to accept the recording.
E.3
Function 6: Recording IVX E-Class Administrator’s Manual
Notes: If an external audio source such as a radio is used for MOH, adjust the volume at the source.
To turn live MOH volume completely off, turn off volume at the source.
To turn recorded MOH volume completely off, select (in Function 631, above) one of the prompts
in the range of 594–598, but make sure it’s blank. These prompts are blank by default; if you have
recorded some audio on all of them, just select one and record a few seconds of silence.
E.4
Index
Administrator password, B.1 Keys, A.4
Alphanumeric characters, entering, A.4 System, A.3
Auto attendant block, C.1 System fixed numbering plan, A.5
Call waiting, C.1 Prompts, re-recording, E.1–E.2
Caller ID, A.1 Recording, C.1, E.1–E.4
Do not disturb (DND), C.1 MOH programming, E.3–E.4
Esi-Dex, B.3 Recording directory names, E.2
System speed dial, C.1 Re-recording system prompts, E.1–E.2
Esi-Mail, A.2 Service observing, C.1
Functions Speed-dialing. See Esi-Dex
Function 5 — voice mail programming, D.1–D.5 System prompts, re-recording, E.1–E.2
Function 6 — recording, E.1–E.4 Time/date, setting, B.1
Holiday mode Toll restriction, C.1
Re-recording greeting, E.2 Unified messaging, A.2
Mailboxes Voice mail programming, D.1–D.5
Cascade paging, D.4–D.5 Cascade paging mailboxes, D.4–D.5
Group, D.2 Group mailboxes, D.2
Guest/info, D.1–D.2 Guest/info mailboxes, D.1–D.2
Q & A, D.5 Message notification, D.2–D.4
MOH, E.3–E.4 Q & A mailboxes, D.5
Password, Administrator, B.1
Programming
Accessing user station programming, B.1
(This page included for pagination purposes only.)