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   IV. ON-SITE PROGRAMMING

ON-SITE PROGRAMMING SETUP

On-site Programming Diagram
                                               Fig. 1 Connection diagram for on-site programming

Ö    LINE IN - Locate the telephone line that has “tone” and conference calling capabilities and a telephone that is set to
         “tone”.
        Unplug the telephone from the phone outlet modular wall jack. Locate the supplied modular telephone cord and plug
        one end into the wall jack.  Plug the other end of  the cord into “Line In” (see Fig. 1).
Ö    PHONE - Use the telephone cord attached to the telephone and plug the free end of the telephone cord into
        DialMate’s jack labeled, “Phone”.
Ö 12VDC/9VAC - Plug the output of the supplied adapter into DialMate's power jack and then plug the adapter into a
         120 VAC outlet that is not connected to a wall switch.

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.
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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 Numbers

DialMate can store two different callback numbers. If two numbers are programmed, DialMate will try them sequentially. The second number will only be used if connection to the first number is unsuccessful.

Store 1 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 a beep
Ä do not press any key

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' .

Store 2 Numbers

STEPS USER DIALMATE
Ä press "*" *
Ä wait for a beep
Ä enter the 1st call back phone number (e.g., "14153550132#") 14153550132##
Ä wait for a beep
Ä enter the 2nd call back phone number (e.g., "14153201355#) 14153201355##
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction
DialMate will try to call back to `14153550132#'. If no PIN entry is detected at that number, it will try to callback to `14153201355#'.

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 two numbers combined may be up to 78 digits long and can be any combination of digits from “0” to “9” as well as “*” and “#”.
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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 6 digits long.  To force call forward operation even if the call forward number is less than 6 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)

Select 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.

Select 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 Numbers

Store 1 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 a beep
Ä do not press any key

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'.

Store 2 Numbers

STEPS USER DIALMATE
Ä press "8" 8
Ä wait for a beep
Ä enter the 1st call forward/transfer phone number (e.g., "14153550132") 14153550132
Ä wait for a beep
Ä enter the 2nd call forward/transfer phone number (e.g., "14153235501#") 14153235501##
Ä wait for the 3-beep confirmation, then the 2-beep prompt for the next instruction 
DialMate will forward/transfer the call to `14153550132'. If there is no answer after 6 rings, or the line is busy, or the caller presses "*", DialMate will forward/transfer the call to `14153235501#'.

Notes:
- Enter the call forward/transfer number exactly as if calling from a telephone connected to DialMate’s phone line.
- The 2 numbers combined may be up to 78 digits long and can be any combination of digits from “0” to “9” as well as “*” and “#”.
- If any number is less than 6 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 6 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.
- During the call forward/transfer function, the first number is skipped when the caller presses “*” during the voice playback.

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 speak clearly 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.”

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 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)
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, some PABX systems may 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 up to 16 digits for the PABX Prefix (e.g., "8 pause 9") 8#*9
Ä wait for a beep
Ä enter up to 16 digits for the PABX Suffix (e.g. "7") 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".

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.

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 delay 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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