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  IV. ON-SITE PROGRAMMING

ON-SITE PROGRAMMING SETUP


  Fig. 1  Connection diagram for on-site programming

PROGRAMMING INSTRUCTIONS

To enter programming mode, lift the handset of the telephone connected to DialMate’s “Phone” jack (you will hear no dial tone) and press the “#” key.  Follow the appropriate programming instructions below.
Initiate programming instructions within 3 seconds of the 2-beep prompt.  Otherwise DialMate will go out of program mode in which case, you will have to wait at least 10 seconds and then press “#” again to get another 2-beep prompt.  Three beeps confirm successful programming and two beeps prompt for the next instruction.

Programs A and B are mandatory for call back, call bridge and remote access.

Program A:  Setting the Security Code/PIN

STEPS USER DIALMATE
Ä press "5" 5
Ä wait for a beep
Ä enter a 4 digit code (e.g., "4609") 4609
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
PIN is set to “4609”

Notes:
        - You can change the code remotely if you know the existing code.
        - You cannot access and operate DialMate remotely if you forget your security code.  You will have to
           reprogram DialMate on-site for a new code.

Program B: Setting The Call Back Number

STEPS USER DIALMATE
Ä press "*" *
Ä wait for a beep
Ä enter the call back phone number (e.g., "9 pause 14153550132") 9#*14153550132
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
During call back, DialMate will dial ‘9’, pause for 1.5 seconds and then dial ‘14153550132’.

Notes:
       - To enter a “#” into the dial string (e.g., 14153550132#), dial “## ”.
       - Enter the call back number exactly as if calling from DialMate’s phone line.
       - Enter “#*” where a pause is required. Each pause will cause a 1.5 second delay in the dialing sequence and will
         count as one digit.
       - The call back number may be up to 80 digits long and can be any combination of digits from “0” to “9” as well
         as “*” and “# ”. This capability enables you to program carrier, phone card, or dial-around access numbers;
         PINs; etc., together with the call back number. Digit entries should be timed with appropriate pauses (#*) to
         synchronize with the system’s prompts. 

Program C: Enabling/Disabling Call Forward or Call Transfer

The call transfer and call forward functions cannot be both active at the same time.  When one is enabled, the other is disabled.
Note that call transfer is automatically selected if the call forward/call transfer number is less than 5 digits long.  To force call forward operation even if the call forward number is less than 5 digits long, add “#*”s to the call forward number.  Each “#*” will cause a 1.5 second delay in dialing and will count as 1 digit. (see Program D notes for additional information)

Enable Call Forward And Set Number Of Rings

STEPS USER DIALMATE
Ä press "4" 4
Ä wait for the beep
Ä press any key (e.g., “1”) 1 to 10 times corresponding to the desired number of rings before DialMate answers 1111
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
DialMate will answer and forward incoming calls on the 4th ring. 

Enable Call Transfer And Set Number Of Rings

STEPS USER DIALMATE
Ä press "7" 7
Ä wait for the beep
Ä press any key (e.g., “1”) 1 to 10 times corresponding to the desired number of rings before DialMate answers 1111
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
DialMate will answer and transfer incoming calls on the 4th ring. 

For call forward and call transfer functions to operate properly, make sure that any answering machine, fax or modem connected to the same line is set to answer after a higher number of rings.  When call forward/transfer is enabled, record an 8-second voice message (see Program E) telling the caller to stay on the line as it takes a few seconds to forward/transfer the call.
Note: When a single ring (desired number of rings before DialMate answers) is chosen to trigger call forward/transfer, the normal call back mode is disabled. However, call back can still be initiated by entering “9” during the remote programming mode (see “Remote Programming”)..

Disable Both Call Forward And Call Transfer

STEPS USER DIALMATE
Ä press "4" or "7" 4
Ä wait for the beep
Ä do not press any key

Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
Call Forward and Call Transfer are both disabled.

Program D: Setting The Call Forward/Call Transfer Number

STEPS USER DIALMATE
Ä press "8" 8
Ä wait for a beep
Ä enter the call forward/transfer number (e.g., "9 pause 14153550132") 9#*14153550132
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
DialMate will forward/transfer the call to `9, pause for 1.5 seconds, 14153550132'.

Notes:
       - Enter the call forward/transfer number exactly as if calling from a telephone connected to DialMate’s phone line.
       - The call forward/transfer number may be up to 80 digits long and can be any combination of digits from “0” to “9”
         as well as “*” and “# ”.
      - If any number is less than 5 digits long, the call transfer function is used regardless of the selected mode under
        Program C.  To override this feature and force call forward for numbers with less than 5 digits, pad the call forward
        number with pauses (“#* ”).  For example, assuming call forward is selected, programming “ 1234” will invoke call
        transfer, programming “#*1234 ” will force call forward

Program E: Recording A Voice Message

The message will be played back during call back and call forward/transfer operations. However, during call forward/transfer, only the first half of the message (first 8 seconds) will be played and the recording will not loop
 
STEPS USER DIALMATE
Ä press "6" 6
Ä wait for a beep
Ä begin speaking to record up to an 18-second message
records message
Ä beep marks end of recording
Ä listen to confirm message
plays recording
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 

Below is an example of a message that can be used for both call forward and call back operation. You should time the recording so that only the first sentence of the message is heard during call forward.  Spell the name when the room or extension number is unknown.
Example of a message script:
 “Mr./Ms.______ is away at the moment but please stay on the line while we connect you to his/her other number.  Operator, please connect this call to Mr./Ms. _____, room/extension 1132. This message will be repeated, thank you.” (Spell the name if room or extension is unknown)..

Program F: Setting The Call Length Timer

DialMate operates unattended and there are cases where the telephone line is not disconnected even after the caller hangs up.  The call length timer assures that DialMate will disconnect automatically at the pre-programmed time should the caller forget to turn it off before hanging up. Allow enough time for fax or modem operations to finish as you will not hear the disconnect warning beeps during these operations (see “Operation” section). Choose option 5 (unlimited or no time out) only when absolutely necessary.
 
STEPS USER DIALMATE
Ä press "3" 3
Ä wait for a beep
Ä select one from the ff.:
0 (approximately 5 minutes)
1 (approximately 10 minutes)
2 (approximately 20 minutes)
3 (approximately 30 minutes)
4 (approximately 60 minutes)
5 (unlimited or no time out)		 0
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
Call length timer set to 5 minutes. This is the default condition.

Program G: Setting The Conference Mode

If connecting directly to a telephone line, select normal three-way calling (option 1). If operating inside a PABX, specify whether the PABX outside lines support three-way calling (option 1 below) or if the PABX uses two outside lines (option 2) to perform conference calls. Consult your PABX manual for the correct setting.
 
STEPS USER DIALMATE
Ä press `0' 0
Ä wait for the beep
Ä select either of the two:
1 (PABX uses C.O. 3-way)
2 (PABX uses 2 lines)		 1
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
DialMate is now set for PABX conference using 1 outside line. This is the default condition.

Program H: Setting The PABX Prefix and Suffix

(Skip if not installing inside a PABX or not storing any prefix or suffix digits)
Three-way conference calling and Centrex services provided by telephone companies require only two flash hooks to connect the calls. On PABX systems however, conference calling is implemented by either using two outside lines (PABX conference) or by using the three-way calling capability of just one outside line (PABX External Feature Access).  For each method, PABX systems require a number of digits to be entered aside from flash hooks to perform the conference function.  DialMate supports these PABXs by providing an option to dial a number of digits after the first (Prefix) and second (Suffix) flash hooks.  This way, DialMate will work behind PABXs using either method.  Check your PABX manual for the correct  dialing procedure.
 
STEPS USER DIALMATE
Ä press "2" 2
Ä wait for a beep
Ä Enter the PABX Prefix (e.g., "8 pause 9"). See note 8#*9
Ä wait for a beep
Ä Enter the PABX Suffix (e.g. "7"). See note 7
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
PABX prefix is now set to "8",pause,"9"; PABX suffix is now set to "7".

Note: Maximum digits for combined prefix and suffix is 48.
For example, using a single outside line with 3-way calling service, the PABX requires that the digit “0” be entered after each flash hook in order to flash the outside line:

Ä set the PABX Prefix to “0”, set the PABX Suffix to “0”
Ä set the PABX Conference Mode to mode 1  (Program G)
Ä to call phone number “988-9923” enter “9889923#”
Ä after the 1st flash hook, DialMate will dial the PABX Prefix (“0”) to flash the outside line, put the caller on hold and then get another dial tone
Ä DialMate will then pause for 3 seconds, then dial “9889923”
Ä after the second flash hook, DialMate will dial the PABX Suffix (“0”) to flash the outside line again and conference the calls

Make sure the PABX Prefix and Suffix are both clear if not installing inside a PABX.

Clearing The PABX Prefix And Suffix

STEPS USER DIALMATE
Ä press "2" 2
Ä wait for a beep
Ä do not press any key

Ä wait for a beep
Ä do not press any key

Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
PABX Prefix and Suffix are now both clear.  This is the default condition.

Phone Card and Dial-Around Services

DialMate enables you to use your USA phone cards or access other carriers to call anywhere even from overseas. A phone card’s toll-free access number and PIN or an alternative carrier’s dial-around number (e.g., 1010321) may be stored as a prefix so that these numbers do not have to be dialed repeatedly with the destination number. However, during operation, should you want DialMate to skip dialing the pre-programmed prefix, enter “*” before the destination number. 

Program I: Setting The Flash Hook Duration

By default, DialMate’s flash hook is set at 500 milliseconds.  However, some foreign telephone lines or PABXs expect shorter or longer flash hooks.  If DialMate is not able to get another line after the 1st flash hook, i.e., you hear DialMate’s dialing tones after the flash hook, then adjust the flash hook duration accordingly.
 
STEPS USER DIALMATE
Ä press "66" 66
Ä wait for a beep
Ä select one from the ff.:
0 (100 ms)
1 (250 ms)
2 (500 ms)
3 (700 ms)
4 (800 ms)
5 (1 second)		 2
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
Flash hook duration is now set to 500 milliseconds. This is the default condition.

Note: Enter the sixes (66) one second apart but not more than two seconds. DialMate needs to distinguish a message program from a flash hook program.

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