Good advice. Backup the system before you move. With the power on you can change the backup batteries if you need to, they should hold programming for a few hours easy to facilitate the move.
As for wiring, there are at least two ways. One is the standards compliant method which is one Cat5e to each jack, terminate all four pairs. This is the ultimate system. If money is not a concern, and you anticipate your needs well, this system is the way to go. Two is the real world. In this wiring scheme one does his best to comply with standards in the initial building wiring and installation. However, often there is a need for services quickly or cheaply or temporarily down the road. Robbing pairs from the cable is not the proper way at all, and many times can come back to haunt you as well. However, it does work and there is nothing electrically wrong with it. The partner is a pretty solid system. I service several sites that were installed BY ATT themselves and all run on old Quad four conductor wiring.
If you back up, and the batteries hold, you just need to plug the people into the same port they were before (assuming it is the same people). Programming is pretty easy if you have the book, even a bit easier with the remote access software and a modem.
I usually make a list of everyone's extension numbers, all the phone numbers going into it, etc. before moving.
As for fax and cc term, the partner does support some fax switching depending on the release of software you have. Nice thing of course is that any port can be a single line port as well, so if you have enough ports you can drop fax and cc terminal on a port, then you can truely share the line without crashing and no extra add on box.
As for using spare pairs, if you do so only at the jack it is easy to figure out and easy to see at the backboard. My local telco tries to be quick so I find 25 pair and 4 pair cables slit with a knife, a pair pulled out and beaned on to extend a phone. Totally bad wiring practice. It is only my opinion, based on my experience and education...I am always willing to learn, educate me!
Daron J. Wilson, RCDD
daron.wilson@lhmorris.com