Nortel Networks Telephone NN10300 009 User Manual

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Nortel IP Phone 2004 User  
Guide (CICM)  
Release: CICM 10.1  
Document Revision: 09.01  
NN10300-009  
.
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7
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New in this release  
The following sections detail what is new in Nortel IP Phone 2004 User  
Guide (CICM), (NN10300-009) for release CICM 10.1.  
Features  
Other changes  
There were no feature changes made to this document.  
There were no other changes made to this document.  
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8
New in this release  
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9
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Overview  
The Nortel IP Phone 2004 brings voice and data to the desktop by  
connecting directly to a local area network (LAN) through an Ethernet  
connection.  
Functional components  
The IP Phone 2004 supports the following functional components:  
a handset  
a speaker and headset connector for handsfree operation  
a standard telephone keypad  
call service keys: Release, Hold, volume control, and Mute  
a liquid crystal display (LCD) area  
navigation keys for scrolling through menu items, the Inbox, the  
Outbox, and directory lists  
To use the IP Phone 2004, log on to the Communication Server 2100  
IP Client Manager by entering a user name and password. After log in,  
the handset and keypad of the IP Phone operate in the same way as  
a standard Meridian Business Set (MBS) telephone. With the correct  
permissions, additional services and features can be accessed using the  
softkeys of the function display area. The four softkeys located below the  
display area can consist of a Menu softkey and three feature softkeys. The  
navigation keys can be used to select a particular menu option. The three  
feature softkeys can be configured by your system administrator to activate  
features provisioned on the line without having to use the dedicated  
feature key. The default Centrex features available on the softkeys are  
Transfer, Forward, and Conference. For more information, see “Softkey  
The Figure 1 "IP Phone 2004" (page 10) shows the functional components  
of the IP Phone.  
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10 Overview  
Figure 1  
IP Phone 2004  
Hardware features  
The IP Phone 2004 supports the following features:  
11 programmable feature keys that can be extended to 14  
six physical user-defined feature keys and six lines/features  
accessed using the up and down navigation keys to scroll through  
pages of features  
the primary directory number (DN) key (green) always has the PDN  
displayed against this key  
four softkeys; one softkey is for navigation and selection of menu  
options, three remaining softkeys can be configured to support features  
multifield liquid crystal display (LCD) display screen; four-line display  
area  
speaker for on-hook dialing or on-hook listening  
volume control bar for adjusting ringer, speaker, handset and headset  
volume  
six specialized fixed keys:  
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IP Phone display 11  
Quit  
Directory  
Message (Inbox)  
Outbox  
Services  
Expand to PC (not used with the IP Client Manager)  
four call-processing fixed keys:  
Hold  
Goodbye  
Handsfree  
Mute  
shared LAN access with a PC through the use of the Internet Switch  
Module; splits the LAN drop into separate feeds for the phone and a  
PC  
adjustable angle stand  
headset jack with On/Off key  
handsfree microphone  
automatic network configuration  
hearing-aid compatibility  
Not all features are available on all telephones. Consult your system  
administrator to verify which features are available.  
IP Phone display  
The IP Phone 2004 display is organized into 3 areas. “IP Phone display”  
(page 11) describes each area.  
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12 Overview  
Figure 2  
IP Phone 2004 display  
The login screen shows the digits on information line 0 as entered. The  
user name and password can be a maximum of 15 digits.  
Six user-defined feature keys (soft-labeled 0-5) provide additional call  
features for the IP Phone.  
Menu items appear on information lines 0 to 2 with the selected item  
indicated by a shaded bar behind the item.  
Four softkeys allow you to select menu options and three additional  
features.  
To select a numerically-indexed menu item, select the item on the  
screen and then press OK, or you can press the shortcut key (press  
the dialpad key that corresponds to the number of the item). Shortcut  
keys let you jump directly to the screen without scrolling. Only menu  
items numbered 0-9 have a shortcut key.  
Press the Menu soft key or the Services key on the IP Phone to access  
the menu system. See Figure 1 "IP Phone 2004" (page 10) for the  
location of this key.  
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13  
.
Connecting the IP Phone 2004  
components  
Before you begin  
CAUTION  
Damage to Equipment  
Do not plug the IP Phone into a regular telephone jack. This  
results in severe damage to the IP Phone 2004. Consult your  
system administrator to ensure that you plug your telephone into  
a 10/100BaseT Ethernet jack.  
See Figure 1 "IP Phone 2004" (page 10) for the location of the connectors.  
Step  
1
Action  
Connect one end of the handset cord to the handset jack  
(identified with a handset icon) on the back of the telephone.  
Connect the other end to the jack on the handset.  
2
Choose one of the following connections:  
For an IP Phone not sharing LAN access with a PC, connect  
one end of the CAT5 line cable to the LAN Ethernet port  
(identified by a LAN icon) located on the back of the phone.  
Plug the other end of the CAT5 line cable into the IP network.  
For an IP Phone sharing LAN access with a PC, connect  
one end of the CAT5 line cable to the LAN Ethernet port  
(identified by a LAN icon) located on the back of the phone,  
and the other end to the IP network. Insert a second CAT5  
line cable into the PC Ethernet port located on the back of the  
phone (identified by a PC icon) and the other end into the  
computer Ethernet port.  
3
4
Contact your installation technician for the correct power option.  
The IP Phone can be powered by an AC adapter, or over a LAN.  
For a secure power connection, thread the excess cord around  
the strain relief retaining hook and channel provided.  
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14 Connecting the IP Phone 2004 components  
5
Secure the IP Phone footstand to the base. Use the angle grip  
on the top back of the phone to adjust the angle of the phone.  
--End--  
Figure 3  
IP Phone connectors  
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15  
.
Logging on  
Follow this procedure to log on to the network. If the Centrex IP Client  
Manager (CICM) is set up as part of a group of CICMs, you can choose  
which CICM to connect to. After you select a gateway, the terminal directs  
itself at that CICM and the Username screen appears.  
If a firmware upgrade for the IP Phone is available, the system prompts  
you to upgrade when you log on. If the firmware level is between the  
minimum and maximum level set by the administrator, Yes and No options  
appear on the soft keys. If the terminal is below the minimum level, the  
only option available is Yes. You cannot log on until you perform the  
upgrade. To perform an upgrade, see “Performing a firmware upgrade”  
Step  
1
Action  
If the Selective Gateway Login feature is configured on your  
system, navigate through the list to select the gateway.  
2
When the gateway you want appears, press Ok, or start entering  
your user name.  
If the Username screen appears when you start to enter your  
user name, the characters you already entered appear at the  
beginning of the Username field.  
3
If you make a mistake, press Clear to clear the field, and then  
enter the user name again.  
If your user name is too long for the display (longer than 15  
characters), the digits scroll to the left and an ellipsis appears to  
the left of the user name.  
4
5
6
7
Press Ok.  
The Password screen appears.  
Enter your password. For security, the password characters are  
displayed as asterisks (*).  
If you make an error, press Clear to clear the field, and then  
enter the password again.  
Press Ok.  
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16 Logging on  
You are logged on and the Menu screen appears.  
--End--  
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17  
.
Displaying the menu  
Follow this procedure to access the main menu. You must be logged on  
to access the main menu system.  
Step  
1
Action  
On the IP Phone, perform one of these actions:  
press the Menu soft key  
press the Services key  
The main menu opens.  
2
Perform one of these actions:  
Select Logout. See “Logging off ” (page 19).  
Select Audio and then Audio Profile. See “Using the Audio  
27).  
Select Feature. See “Using the Feature menu” (page 29).  
Select Language. See “Selecting a language” (page 37).  
Select Time. See “Using the Time menu” (page 39).  
Select User. See “Using the User menu” (page 43).  
Select Call. See “Resetting the Outbox” (page 69).  
Select Diagnostics. See “Testing the local mode” (page 47).  
49).  
--End--  
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18 Displaying the menu  
Figure 4  
IP Phone 2004 menu hierarchy  
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19  
.
Logging off  
Follow this procedure to log off from the network.  
Step  
Action  
1
2
From the main menu, select Logoff.  
Press Ok.  
A confirmation screen appears.  
3
Press Yes.  
You are logged off from the system.  
--End--  
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20 Logging off  
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21  
.
Using the Audio menu  
Follow this procedure to view and edit your audio profile.  
Local Area Network is an example of a profile datafilled by your  
administrator. Use this menu to select the profile you wish to use. Contact  
your administrator for recommended profiles.  
Step  
1
Action  
From the main menu, select Audio, then select and open Audio  
Profile.  
The Audio Profile screen appears.  
2
3
Press Ok.  
The Audio Profile screen appears. If you have permission to edit  
your profile, a check mark appears beside the profile name in  
the display.  
If you have permission to edit your profile, you can toggle  
between enabling and disabling the Audio Local Area Network  
functionality by pressing the down navigation key.  
Press Ok to save the setting and return to the Main menu. Press  
Cancel to return to the Audio Profile screen without saving your  
changes.  
--End--  
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22 Using the Audio menu  
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23  
.
Viewing and editing the default  
volumes  
Follow this procedure to change the default volume of the handset,  
headset, handsfree speaker, ringer, or buzzer.  
Step  
Action  
1
2
From the main menu, select Audio.  
From the Audio Menu, use the up/down cursor keys to select  
Default Volumes and press Ok.  
3
4
You are now presented with a list of audio devices whose default  
volumes may be adjusted. Use the up/down cursor keys to find  
the device you wish to adjust and press Ok.  
If you selected Handset or Handsfree, another menu opens. The  
selected audio device is listed on the screen and the current  
default volume setting is depicted in a bargraph display on the  
screen.  
5
Press the right cursor key to increase the default volume level of  
the selected audio device; press the left cursor key to decrease  
the default volume level of the selected audio device. Press OK  
and the settings will be saved. Press cancel to exit this menu  
without saving any changes made to the default volume level for  
the selected audio device. Pressing reset will set the volume  
level to the nominal level of 0dB and save this new setting.  
6
7
If you selected Ringer or Buzzer, another menu opens. The  
selected audio device is listed on the screen and the current  
default volume setting is depicted in a bargraph display on the  
screen.  
Press the right cursor key to increase the default volume level of  
the selected audio device; press the left cursor key to decrease  
the default volume level of the selected audio device. Press  
cancel to exit this menu without saving any changes made to  
the default volume level for the selected audio device. Pressing  
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24 Viewing and editing the default volumes  
reset will set the volume level to the nominal level. Press OK and  
the settings will be saved.  
8
9
You may also press Play to hear the volume level of the Ringer  
or Buzzer volume settings.  
Also included in the menu for default volumes is the Help option.  
--End--  
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25  
.
Viewing and editing the dialpad  
feedback  
Follow this procedure to view and edit the dialpad feedback.  
Step  
Action  
1
2
From the main menu, select Audio.  
From the Audio Menu, use the up/down cursor keys to select  
Dialpad feedback.  
3
4
You are now presented with a list of options for Dialpad  
feedback. The currently selected option has a tick against it.  
To change the settings, use the up/down cursor keys to find the  
option you want and then press ok.  
--End--  
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26 Viewing and editing the dialpad feedback  
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27  
.
Adjusting the display contrast  
Follow this procedure to adjust the contrast level of the display.  
Step  
1
Action  
From the main menu, select and open Display.  
The Display menu opens.  
2
3
Press Ok.  
Perform one of these actions:  
To decrease the contrast level, press the soft key on the far  
left.  
To increase the contrast level, press the soft key second from  
the left.  
The percentage figure shows the change in the contrast.  
4
When you find the contrast you like, press the Ok button to save  
the change.  
The current contrast level is saved and you return to the previous  
screen.  
--End--  
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28 Adjusting the display contrast  
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29  
.
Using the Feature menu  
Follow this procedure to use the Feature menu.  
You can add or edit feature key associations on your IP Phone 2004.  
Features are assigned by your system administrator, so the features you  
have available may differ from those described in this user guide.  
Changing the keys to which a feature is associated does not create new  
functionality.  
Navigation  
Using the Assign menu  
Follow these procedures to use the Assign menu.  
Defining the key type  
Follow this procedure to assign a key type to a feature key.  
Each feature key can be defined in one of two ways: Central or Local.  
A feature key defined as Central can have a Centrex feature, such as  
Call Forward, assigned to it. A feature key defined as Local can have a  
directory entry assigned to it. By default, all feature keys are defined as  
Central.  
For further information about Centrex features, see Nortel CICM  
Fundamentals, (NN10044-111).  
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30 Using the Feature menu  
Step  
1
Action  
From the main menu, open the Feature menu.  
A list of the feature keys and their current assignments appears.  
2
3
Select a key to change.  
The Feature submenu appears.  
Select and open Assign.  
If the key you selected in step 2 is assigned to a Centrex feature,  
these soft key labels appear: Key Type and Autoscroll.  
If the selected key is assigned to a local feature, these soft key  
labels appear: Key Type and Feature.  
4
5
Press Key Type.  
The Key Type screen appears. A check mark appears beside  
the type currently assigned to the key.  
Perform one of these actions:  
To change Central to Local, select Local.  
To change Local to Central, select Central.  
6
7
Press Ok.  
The key type is changed and a check mark appears beside the  
selection.  
To assign a directory entry to a Local key, see “Assigning a  
--End--  
Assigning a directory entry to a feature key  
Follow this procedure to assign a directory entry to a feature key.  
Assigning a directory entry to a feature key gives you the ability to speed  
dial that number when you press the key.  
Prerequisites  
The feature key you select must be defined as Local, see “Defining the  
Step  
1
Action  
From the main menu, open the Feature menu.  
A list of the feature keys and their current assignments appears.  
2
Select the key defined as Local.  
The Assign menu appears.  
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Using the Assign menu 31  
3
4
5
Press Feature.  
The directory contact list opens.  
Scroll through the list and select the entry to assign to the feature  
key.  
Press Ok.  
A check mark appears beside that entry in the directory. The  
number is dialed when you press the key.  
--End--  
Enabling or disabling autoscroll  
If autoscroll is enabled, the IP Phone automatically directs you to the  
screen for the active feature. For example, if your secondary Directory  
Number (DN) is configured on screen two, and you receive a call to that  
number, the feature screens scroll to page two. You can answer the call  
immediately without searching for the screen.  
Follow this procedure to enable or disable the AutoScroll feature.  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and open Assign.  
The Assign menus opens.  
3
4
From the Assign menu, select AutoScroll.  
Press Ok.  
The AutoScroll screen appears.  
5
Perform one of these actions:  
To enable autoscroll, select Enable.  
To disable autoscroll, select Disable.  
6
Press Ok.  
A check mark appears beside the option you selected. You  
return to the Assign menu.  
--End--  
Enabling or disabling the Inbox  
Follow this procedure to enable or disable the Inbox feature.  
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32 Using the Feature menu  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and Assign.  
The Assign menu opens.  
3
4
From the Assign menu, select and open Inbox.  
The Inbox screen appears.  
Perform one of these actions:  
To enable the Inbox, select Enable.  
To disable the Inbox, select Disable.  
5
Press Ok.  
A check mark appears beside the option to indicate your choice.  
You return to the Assign menu.  
--End--  
Labeling a feature key  
Follow this procedure to change the label associated with a feature.  
If you are unfamiliar with how to use the dialpad to enter text, see “Using  
the dialpad to enter text” (page 71) before you begin this procedure.  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and open Label.  
The Enter Label screen appears.  
3
4
5
6
Press Clear to delete the current label.  
Use the dialpad to enter the new label.  
To correct the label, press Bkspc.  
When you have correctly entered the new label, press Ok.  
The new label is applied. You return to the Feature menu.  
--End--  
Using the Options menu  
Follow this procedure to open the Options menu.  
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Using the Options menu 33  
Step  
Action  
1
2
3
From the main menu, open the Feature menu.  
From the Feature menu, select and open Options.  
Press Ok.  
The Options menu opens.  
--End--  
Enabling or disabling auto hide  
When you enable the Auto Hide feature, only those features that are  
relevant to the current activity on your phone are shown in the display.  
For example, the Call Transfer and Three Way call features can only be  
activated when a user has a call in progress. Auto Hide prevents features  
such as Call Transfer and Three Way Call from being displayed on a IP  
Phone while the user’s line is idle. Instead, Auto Hide will display a feature  
provisioned on the user’s line that is relevant to their current call state,  
such as Call Forward and Make Set Busy, (which can only be activated  
while the user’s line is idle). Conversely, displaying either of these features  
against a key while the user is active in a call is not necessary.  
Some features are configured so that they are never hidden, because they  
are relevant when the user’s line is both idle and active.  
The features relevant states are configured by your administrator.  
You cannot change the administrator settings for each feature, but you can  
enable Auto Hide (to show only the relevant features), or disable Auto Hide  
(to show all features all of the time, regardless of their relevance to the  
current state of the phone).  
Follow this procedure to enable or disable the Auto Hide feature. When  
you complete this procedure, you must log out, and then log back in for the  
functionality to take effect.  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and open Options.  
The Options menu opens.  
3
From the Options menu, select and open Auto Hide.  
The Auto Hide screen appears.  
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34 Using the Feature menu  
4
Perform one of these actions:  
To enable auto hide, select Enable.  
To disable auto hide, select Disable.  
5
Press Ok.  
A check mark appears beside your selection. You return to the  
Options menu.  
--End--  
Selecting the default line key  
Follow this procedure to select a feature key to be your default line key.  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and open Options.  
The Options menu opens.  
3
4
5
From the Options menu, select and open Default Feature.  
The Default Feature screen appears, showing a list of DN keys.  
Scroll through the list to select the key that you want to assign  
as your default line key.  
Press Ok.  
The selected key is now your default line key. You return to the  
Options menu.  
--End--  
Enabling the Outbox feature  
Follow this procedure to enable the Outbox.  
Step  
Action  
From the main menu, open the Feature menu.  
1
2
3
4
5
From the Feature menu, select and open Options.  
The Options menu opens.  
From the Options menu, select and open Outbox.  
The Outbox screen appears, showing a list of DN keys.  
Scroll through the list to select the key that you want to assign as  
your Outbox key.  
Press Ok.  
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Resetting the feature key to the default settings 35  
The selected key is now your Outbox key. You return to the  
Options menu.  
For more information, see “Using the Outbox” (page 67).  
--End--  
Resetting the feature key to the default settings  
Follow this procedure to reset the feature keys to the default settings.  
Step  
Action  
1
2
From the main menu, open the Feature menu.  
From the Feature menu, select and open Reset.  
The Reset screen appears.  
3
Press Yes.  
The keys are reset to the default settings. You return to the  
Feature menu.  
--End--  
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36 Using the Feature menu  
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37  
.
Selecting a language  
Follow this procedure to select your language preference.  
Step  
Action  
From the main menu, select and open Language.  
1
A list of available languages appears.  
2
3
Scroll through the list and select your preferred language.  
Press Ok.  
The terminal now displays text in the selected language.  
4
Press Cancel.  
You return to the main menu.  
--End--  
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38 Selecting a language  
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39  
.
Using the Time menu  
Follow procedures in this section to configure time and date formats.  
Navigation  
Setting the time zone  
Follow this procedure to select the time zone.  
Step  
Action  
1
2
From the main menu, open the Time menu.  
From the Time menu, select and open Hours from GMT.  
The Hours from GMT screen appears.  
3
4
Scroll through the list and select the time zone.  
Press Ok.  
The time displayed changes to that of the selected zone.  
5
Press Cancel twice to return to the main menu.  
--End--  
Enabling Daylight Saving Time  
Follow this procedure to set Daylight Saving Time.  
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40 Using the Time menu  
Step  
Action  
1
2
From the main menu, open the Time menu.  
From the Time menu, select and open Daylight Saving.  
The Daylight Saving screen appears. The word Off appears with  
a check mark beside it to indicate that the feature is disabled.  
3
4
Select On.  
Press Ok.  
Daylight Saving Time is enabled. The word On appears with a  
check mark beside it to indicate the feature is enabled.  
You return to the previous screen.  
--End--  
Disabling Daylight Saving Time  
Follow this procedure to disable Daylight Saving Time.  
Step  
Action  
From the main menu, open the Time menu.  
1
2
From the Time menu, select and open Daylight Saving.  
The Daylight Saving screen appears. The word On appears with  
a check mark beside it, if the feature is enabled.  
3
Select Off.  
Daylight Saving Time is disabled. The word Off appears in the  
display, with a check mark beside it.  
You return to the previous screen.  
--End--  
Setting the time format  
Follow this procedure to set the time format the terminal uses to display  
the current time. The time format choices are:  
12 Hour  
French  
24 Hour  
Step  
1
Action  
From the main menu, open the Time menu.  
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Resetting the default time 41  
2
3
From the Time menu, select and open Time Format.  
The Time Format screen appears.  
Scroll through the Time Format options to select the format you  
want.  
A check mark appears beside the format currently in use.  
4
To enable a format, select it, and press Ok.  
A check mark appears beside the option to indicate that it is  
enabled. The time is displayed in the selected format. You return  
to the previous screen.  
--End--  
Setting the date format  
Follow this procedure to set the date format the terminal uses to display  
the current date. When month (mmm) is selected, the display shows an  
abbreviated name, Oct for example, and not a number.  
The date format choices are:  
ddmmm  
mmmdd  
mm/dd  
dd/mm  
Step  
Action  
1
2
From the main menu, open the Time menu.  
From the Time menu, select and open Date Format.  
The Date Format screen appears.  
3
4
Scroll through the Date Format options to select the format you  
want.  
A check mark appears beside the format currently in use.  
To enable a format, select it and press Ok.  
A check mark appears beside the option to indicate our choice.  
The date is displayed in the selected format. You return to the  
previous screen.  
--End--  
Resetting the default time  
Follow this procedure to reset the terminal to the default time.  
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42 Using the Time menu  
Step  
Action  
1
2
From the main menu, open the Time menu.  
Form the Time menu, select and open Reset.  
A confirmation screen appears.  
3
Confirm the action.  
The terminal reverts to the default time settings. You return to  
the previous screen.  
--End--  
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43  
.
Using the User menu  
Follow procedures in this section to view and edit your User profile.  
Navigation  
Viewing your user name  
Follow this procedure to view your user name.  
Step  
Action  
From the main menu, open the User menu.  
1
2
From the User menu, select and open Username.  
The Username screen appears, showing your user name.  
--End--  
Viewing your login type  
Follow this procedure to view your login type.  
The terminal can operate in one of two login types:  
Unique—the ability to join a session with an m6350 Softclient is not  
enabled.  
Joint—the ability to operate in a joint session with an m6350 Softclient  
is enabled.  
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44 Using the User menu  
Step  
Action  
1
2
From the main menu, open the User menu.  
From the User menu, select and open Login Type.  
The Unique screen appears. If Unique is enabled, Ok appears  
above the far left soft key.  
3
Press the down navigation key to view the Joint screen.  
If Joint is enabled, Ok appears above the far left soft key.  
--End--  
Viewing, disabling, or enabling the auto login feature  
Follow this procedure to view, enable, or disable the Auto Login feature.  
Any maintenance activity, for example a firmware upgrade, forces a log off  
from the network. If you enable auto login, you are automatically logged on  
to the IP Client Manager when the terminal is available again.  
Prerequisites  
You must have permission to edit the auto login feature. If you have  
permission, a check mark appears next to Enabled when the screen  
appears.  
Step  
Action  
1
2
From the main menu, open the User menu.  
From the User menu, select and open Auto Login.  
The Auto Login screen appears displaying your Auto Login  
profile.  
If you do not have permission to edit this feature, the procedure  
is complete.  
3
4
If you have permission to edit this feature, press Ok.  
The Enabled screen appears. A check mark appears if the  
feature is enabled.  
Perform one of these actions:  
To enable Auto Login, select Enable.  
To disable Auto Login, select Disable.  
5
Press Ok.  
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Changing your password 45  
A check mark appears beside the item you selected. You return  
to the Auto Login screen.  
--End--  
Changing your password  
Follow this procedure to change your password.  
If you are unfamiliar with how to use the dialpad to enter text, see “Using  
the dialpad to enter text” (page 71) before you perform this procedure.  
Step  
Action  
1
2
From the main menu, open the User menu.  
From the User menu, select and open Password.  
The Old Password screen appears. The system prompts you to  
enter your old password.  
3
4
Use the dialpad to enter the old password.  
After you enter the old password, use the dialpad to enter the  
new password in the same screen.  
5
Press Ok.  
The password is changed and you return to the previous menu.  
Use the new password the next time you log on.  
--End--  
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46 Using the User menu  
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47  
.
Testing the local mode  
The Diagnostics menu is mainly used by an administrator for registering  
the terminal with a Survivable Remote Gateway.  
Follow this procedure to test the local mode.  
Step  
Action  
1
2
From the main menu, open the Diagnostics menu.  
From the Diagnostics menu, select and open Test Local Mode.  
A confirmation screen appears.  
3
4
Press Ok.  
Press Yes.  
The terminal transitions to its secondary IP address and  
temporarily disconnects from the Centrex IP Client Manager.  
--End--  
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48 Testing the local mode  
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49  
.
Performing a firmware upgrade  
Follow this procedure to upgrade the IP Phone firmware.  
If a firmware upgrade for the IP Phone is available, the system prompts  
you to upgrade when you log on. If the firmware level is between the  
minimum and maximum level set by the administrator, Yes and No options  
appear on the soft keys. If the terminal is below the minimum level, the  
only option is Yes. You cannot log on until you perform the upgrade.  
While an upgrade is in progress, the terminal reboots and becomes  
temporarily unavailable.  
Step  
1
Action  
From the main menu, select and open Upgrade.  
The Upgrade confirmation screen appears.  
2
3
Confirm the action.  
A second confirmation screen appears.  
Press Yes.  
The firmware is downloaded.  
--End--  
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50 Performing a firmware upgrade  
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51  
.
Making a call  
There are several ways to make a call from an IP Phone 2004.  
Use off-hook dialing  
Follow this procedure to make a call using off-hook dialing.  
1
Your primary extension is assigned to the lower right-hand  
feature key.  
2
3
Pick up the handset and your primary extension is  
automatically activated and ready for you to make a call.  
Dial the number.  
Using handsfree dialing  
Follow this procedure to make a call using handsfree dialing.  
1
To place a call while on Handsfree, press any extension key.  
2
Dial the number.  
3
When the call is answered, begin speaking.  
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52 Making a call  
4
5
For privacy, lift the handset.  
To return to Handsfree, press the Handsfree key (the small  
green circular button on the bottom left corner of your  
telephone) and put the handset down in its cradle.  
Using Predial  
Follow this procedure to use the predial feature to make a call.  
To use Predial:  
1
Without selecting the Line (DN) key, enter the number to be  
dialed.  
2
3
Press the OK option on soft key 1 to dial the number.  
Lift the handset when the called party answers.  
To edit a Predial number:  
1
Without selecting the Line (DN) key, enter the number to be  
dialed.  
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Using Predial 53  
2
Choose one of the following:  
To change numbers one-at-a-time, press the Delete soft  
key to delete characters after the cursor or press the Bkspc  
key to delete characters before the cursor.  
Enter a new number.  
3
Press the OK option on soft key 1 to dial the number.  
You can press the OK, Line, Handsfree or Headset key to  
confirm the predial.  
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54 Making a call  
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55  
.
Answering and terminating calls  
Answering a call  
Each incoming call causes the telephone to sound, the an arrow beside  
the Line (DN) key to flash, and the Message Indicator lamp to flash.  
Follow this procedure to answer a call.  
Choose one of the following to answer a call:  
Lift the handset.  
Press the Handsfree button located on the left side of the  
handset.  
Press the line (DN) key beside the LCD indicator as it flashes.  
If a second call comes in, you have the opportunity to put the  
first caller on hold and answer the second incoming call.  
Press the Headset key if a headset is connected to your  
telephone.  
Terminating a call  
Follow this procedure to terminate an active call.  
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56 Answering and terminating calls  
Choose one of the following to terminate a call:  
Return the handset into the cradle.  
Press the Goodbye button located on the left side of  
the handset. The Goodbye key is especially useful for  
disconnecting Handsfree calls, dropping out of a Conference  
Call or exiting Voice Mail.  
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57  
.
While on an active call  
This section describes features available during an active call.  
Placing a call on hold  
The Hold feature allows you to suspend a call without terminating it. Follow  
this procedure to use the hold feature.  
To place a call on hold, press the Hold key. The LCD indicator  
flashes beside the line on hold.  
To retrieve a call on hold, press the line (DN) key beside the flashing  
LCD indicator.  
Using the mute feature  
Muting prevents the transmission of sounds through the microphone.  
Follow this procedure to use the mute feature.  
1.  
A red light next to the green, circular Handsfree button means  
that your speaker phone is turned on.  
2
Press the Mute key located under your volume control bar.  
3
A red light appears next to the Mute key, meaning your speaker phone is turned on, but the  
microphone is off and the caller cannot hear you.  
Transferring a call  
Follow this procedure to transfer a call to another extension.  
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58 While on an active call  
1
2
Press the Transfer key in the upper display area. The  
other party is on hold and a dial tone sounds. The LCD  
indicator light flashes steadily.  
Dial the DN to which the call is to be transferred.  
3
4
When that number rings or a person answers, announce  
the call and then press the Transfer key to connect the  
calling party.  
To return to the original call, if the transfer is incomplete,  
press the line (DN) key (next to the LCD indicator) to  
reconnect to the original call.  
If the call is not answered after it is transferred, press the  
Goodbye key and then press the flashing extension.  
Using the call park feature  
Use the call park feature to hold temporarily (park) and retrieve a call from  
any telephone. Using call park does not tie up a line.  
1
To park a call to another extension, during an active call,  
press the Park key in the upper display area.  
2
3
Look at the display. A System Park extension is displayed.  
Take a note of the number.  
Press the Park key.  
4
Go to any phone and retrieve the call by dialing the  
System Park number that was displayed.  
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59  
.
While away from your desk  
This section describes features to use when you are away from your desk.  
Forwarding calls  
Follow this procedure to forward calls to another IP Phone when you are  
away from your desk.  
1
To activate Call Forward, without lifting the handset, press the  
Forward key in the upper display area.  
2
Dial the Extension to which you want your calls to be  
answered.  
3
4
Press the Forward key. An icon next to the label on the feature  
key will appear on your display.  
To deactivate Call Forward, press the Forward key (the icon  
disappears). To reactivate Call Forward, press the Forward  
key twice.  
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60 While away from your desk  
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61  
.
Conference calls  
This section describes features that enable conversations between more  
than two people.  
Setting up a conference call  
The conference feature enables you to add up to five people to an  
established call (either internal or external). Follow this procedure to  
engage in a conference call.  
1
2
While on a call, press the Conference key in the upper display  
area to place the party on hold. You receive a dial tone.  
Dial the number of the person you want to add to the  
conference call. You can talk privately to the person you are  
adding at this time to announce the conference.  
3
4
Press the Conference key a second time to conference all  
parties.  
Repeat the step to include up to a total of six people.  
If you make a mistake dialing, or the party does not want to be  
included in the conference, Press the extension key on which  
the conference is being held and you will be reconnected to the  
conference.  
Using the call join feature  
If you are talking with a person and have another person on hold (on  
another line), you can join both parties into a conference call.  
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62 Conference calls  
1
While on a call, press the Conference key in the upper display  
area.  
2
3
Press the extension key that has the number of the person you  
want to connect to your current call.  
Press the Conference key to join the person on hold to your  
conversation.  
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63  
.
Using the Inbox  
After you assign a feature key to the Inbox, the IP Phone 2004 logs all  
incoming calls to that key. The system logs the incoming key number, time  
and date, as well as the display shown on the IP Phone 2004 at the time  
of the incoming call. The information from the display can be captured only  
if the call lasts for more than two seconds.  
If you have assigned an Inbox to a feature key and you miss an incoming  
call, an envelope icon is displayed in the top left corner of the top screen  
and a red light-emitting diode (LED) at the top of the set turns on. The icon  
disappears and the LED turns off when you retrieve the message.  
Up to four feature keys can be used to monitor the Inbox.  
View the logged calls by pressing the Inbox key.  
The Inbox can store a maximum of 10 calls. When the maximum is  
reached, the oldest call is dropped. Calls appear in the list in the order in  
which they were received, with the most recent call at the top of the list.  
Use the up and down navigation keys to scroll through the list.  
The Inbox call display consists of a time or date stamp, and a name or  
number. A time stamp appears beside calls you receive on the same  
day on which you view the Inbox. A date stamp appears beside calls that  
arrive prior to the day of viewing. If no name or number was extracted from  
the display, a No Details message appears.  
The display tags the calls in the Inbox with a phone icon to the left of  
the Inbox screen. The off-hook icon means that you answered the call,  
whereas the on-hook icon means that you missed the call.  
See Figure 1 "IP Phone 2004" (page 10) for the location of the Inbox key.  
Navigation  
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64 Using the Inbox  
Accessing the Inbox  
Follow this procedure to access and use the Inbox.  
Step  
1
Action  
Press the Inbox key.  
The Inbox screen appears, showing a list of the 10 most recent  
incoming calls.  
2
3
Select an item from the list, and press Ok .  
Perform one of these actions:  
Select Dial to call the number.  
Select Display to view call information.  
Select Store to store the number in the directory.  
--End--  
Viewing Inbox call information  
Follow this procedure to view the information about a call in the Inbox.  
Step  
Action  
Press the Inbox key.  
1
The Inbox screen appears, showing a list of the 10 most recent  
incoming calls.  
2
3
Select a number from the list.  
Press Ok.  
A list of options appears.  
4
Select and open Display.  
The caller information appears.  
--End--  
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Resetting the Inbox 65  
Storing a number from the Inbox  
Follow this procedure to select a number from the Inbox and save it to the  
directory.  
Step  
1
Action  
Press Inbox key.  
The Inbox screen appears, showing a list of the 10 most recent  
incoming calls.  
2
3
Select a number from the list.  
Press Ok.  
The Dial screen appears.  
4
5
Press the down navigation key to select Store.  
The directory submenu opens.  
--End--  
Using the Inbox to make a call  
Follow this procedure to make a call from within the Inbox.  
Step  
Action  
Press the Inbox key.  
1
The Inbox screen appears, showing a list of the 10 most recent  
incoming calls.  
2
3
4
5
Select the number you want to dial.  
Press Ok.  
Select Dial.  
Press Ok.  
The Predial screen appears with the number entered in the  
display.  
6
--End--  
Resetting the Inbox  
Follow this procedure to delete the contents of the Inbox.  
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66 Using the Inbox  
Step  
Action  
1
2
From the main menu, select and open History.  
From the History menu, select Reset Inbox.  
A confirmation screen appears.  
3
Press Yes.  
The calls in the Inbox are deleted. You return to the previous  
screen.  
--End--  
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67  
.
Using the Outbox  
After you assign a feature key to the Outbox, the IP Phone 2004 logs all  
outgoing calls to that DN. The system logs the outgoing key number, time,  
and date. If the duration of the call is longer than two seconds, the system  
captures the display as it appeared when the call was made.  
You can assign only one feature key to the Outbox.  
The Outbox can store a maximum of 10 calls. When the maximum is  
reached, the oldest call is dropped. Calls appear in the list in the order in  
which they were made, with the most recent call at the top of the list.  
View the logged calls by pressing the Outbox key.  
The Outbox call display consists of a time or date stamp and a name or  
number. A time stamp appears beside calls you make on the same day on  
which you view the Outbox. A date stamp appears beside calls that were  
made prior to the day of viewing. If no name or number was extracted  
from the display of the outgoing call, the number dialed appears. Use the  
navigation keys to scroll through the list. The list does not wrap around.  
See Figure 1 "IP Phone 2004" (page 10) for the location of the Outbox key.  
Follow the procedures in this section to use the Outbox feature.  
Navigation  
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68 Using the Outbox  
Accessing the Outbox  
Follow this procedure to access and use the Outbox.  
Step  
1
Action  
Press the Outbox key.  
The Outbox screen appears, showing a list of the 10 most recent  
outgoing calls.  
2
3
Select an item from the list, and press Ok.  
Perform one of these actions:  
Select Dial to call the number.  
Select Display to view call information.  
Select Store to store the number in the directory.  
--End--  
Viewing Outbox call information  
Step  
1
Action  
Press the Outbox key.  
The Outbox screen appears, showing a list of the 10 most recent  
outgoing calls.  
2
3
Select a number from the list.  
Press Ok.  
A list of options appears.  
4
Select and open Display.  
The caller information appears.  
--End--  
Storing a number from the Outbox  
Follow this procedure to select a number from the Outbox and store it in  
the directory.  
Step  
1
Action  
Press the Outbox key.  
The Outbox screen appears, showing a list of the 10 most recent  
outgoing calls.  
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Resetting the Outbox 69  
2
3
Select a number from the list.  
Press Ok.  
The Dial screen appears.  
4
5
Press the down navigation key to select Store.  
The directory submenu appears.  
--End--  
Using the Outbox to make a call  
Follow this procedure to make a call from within the Outbox.  
Step  
Action  
Press the Outbox key.  
1
The Outbox screen appears, showing a list of the 10 most recent  
outgoing calls.  
2
3
4
Select the number you want to dial.  
Press Ok.  
Select Dial.  
The number is dialed.  
--End--  
Resetting the Outbox  
Follow this procedure to delete the contents of the Outbox.  
Step  
Action  
1
2
From the main menu, select and open History.  
From the History menu, select Reset Outbox.  
A confirmation screen appears.  
3
Press Yes.  
The calls in the Outbox are deleted. You return to the previous  
menu.  
--End--  
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70 Using the Outbox  
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71  
.
Additional features and controls  
Using the dialpad to enter text  
Follow this procedure to use the dialpad to enter text.  
Use the Symbol key to enter special characters  
A flashing cursor appears in the display when you can enter text on the  
screen.  
Step  
1
Action  
To enter text, find the number key associated with the letter you  
want to enter, and perform one of these actions:  
To enter the first letter, press the key once.  
To enter the second letter, press the key twice.  
To enter the third letter, press the key three times.  
The character appears on the display.  
2
3
To enter special characters perform theses actions. See Figure 5  
"Special characters" (page 72) for a list of available characters.  
Press the Symbol soft key.  
A list of symbols opens.  
4
5
Scroll through the list and select a symbol.  
Press Ok.  
--End--  
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72 Additional features and controls  
Procedure job aid  
Figure 5  
Special characters  
Using the directory  
Follow the procedures in this section to use the directory feature.  
Navigation  
Adding or editing a directory entry  
Follow this procedure to add an entry to the directory. The directory stores  
a maximum of 16 entries.  
Step  
1
Action  
Press the directory key to access the directory.  
The directory opens.  
2
Perform one of these actions:  
If this is a new entry, press Ok.  
If you are editing an existing entry, navigate through the list to  
select the entry, then press Ok.  
The Directory menu opens.  
3
4
From the Directory menu, select and open New Entry.  
The New Entry menu opens.  
To add or edit the number, perform these steps:  
a From the New Entry menu, select and open Number.  
b Use the dialpad to enter the number.  
c Press Ok.  
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Using the directory 73  
The number is entered in the directory, and you return to the  
New Entry menu.  
5
6
To add or edit the surname, perform these steps:  
a From the New Entry menu, select and open Surname.  
b Use the dialpad to enter the surname.  
c Press Ok.  
The surname is entered in the directory, and you return to the  
New Entry menu.  
To add or edit the first name, perform these steps:  
a From the New Entry menu, select and open First Name.  
b Use the dialpad to enter the first name.  
c Press Ok.  
The first name is entered in the directory, and you return to the  
New Entry menu.  
7
8
When you finish entering or editing the information, select Save.  
You are asked to confirm the action.  
Perform one of these actions:  
To save, press Yes.  
To edit the information, press No.  
The Resume Editing? message appears. Press Yes to edit  
the information. Press No to exit the directory without saving  
the information.  
--End--  
Deleting an entry from the directory  
Follow this procedure to delete an entry from the directory.  
Step  
1
Action  
Press the Directory key.  
The directory opens.  
2
3
From the directory list, select the entry you want to delete.  
Press Ok.  
The Directory menu opens.  
4
5
Press the down navigation key until the Delete option appears.  
Press Ok.  
A confirmation screen appears.  
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74 Additional features and controls  
6
Press Ok and then press Yes to confirm the action.  
--End--  
Making a call using the directory  
Follow this procedure to make a call from within the directory.  
Step  
1
Action  
Press the directory key to access the directory menu.  
The directory opens.  
2
3
4
From the Directory list, select the name or number that you want  
to call.  
Press Ok.  
The Dial screen appears.  
Press Ok  
The number is dialed.  
--End--  
Softkey functionality  
Softkey functionality allows access to a small subset of Centrex features  
on Nortel IP Phone 2004 softkeys, located below the main display and to  
the right of the Menu softkey. For an example, see Figure 6 "Softkeys on  
The administrator has the ability to change, enable, or disable the softkeys.  
The default features for these softkeys are Transfer, Forward, and  
Conference. The softkeys can be utilized when you are not navigating the  
CICM menus.  
The features must be provisioned on the LINE to be displayed on the  
softkeys. For a LINE that does not have an m522 extension module, the  
softkey features reside on the first 14 feature keys. For a LINE that has  
one m522 extension module, the softkey features reside on keys 1 to 36.  
For a line that has two m522 extension modules, the softkey features  
reside on keys 1 to 58.  
For more information, see Softkey Enhancement in Nortel CICM IP  
Phones Fundamentals, (NN10300-135).  
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Selecting a ring tone 75  
Figure 6  
Softkeys on IP Phone  
Volume Control Bar  
Selecting a ring tone  
Use the Volume Control Bar to adjust the volume of the handset,  
speaker or ringer while active. Raise or lower the volume of each by  
pressing the right or left sides of the bar.  
Follow this procedure to select a ring tone.  
Step  
Action  
1
2
3
From the Menu Option screen, select Audio.  
Select Play Ring Patterns.  
Select a ring pattern. You can listen to it using the Play and  
Stop options.  
4
5
Select a new ring pattern by pressing the Apply option.  
Press Cancel to exit the Play Ring Patterns screen.  
--End--  
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76 Additional features and controls  
LCD Indicator  
A steady indicator means that an extension or feature beside it is active. A  
flashing indicator means the line is on hold or the feature is in the process  
of being programmed.  
Message Waiting Lamp  
The light bar at the top of your telephone illuminates with a steady  
light to indicate a new Voice Mail message(s) is waiting.  
You access Message Waiting by pressing the Message Waiting  
feature provisioned on one of the feature keys in the upper display  
area. If you have not provisioned a Message Waiting key, access  
your Voice Mail by dialing your Voice Mail system.  
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77  
.
Accessories  
IP Phone Key Expansion Module  
The Nortel IP Phone Key Expansion Module (KEM) is an optional  
hardware module that provides additional line appearances and feature  
keys on your IP Phone 2004. You can connect up to two KEMs to your IP  
Phone 2004, providing a total of 44 additional keys; 22 keys per KEM.  
For more information about the IP Phone Key Expansion Module,  
consult theNortel IP Phone Expansion Module User Guide (CICM),  
(NN10300-011).  
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78 Accessories  
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Nortel IP Phone 2004 User Guide (CICM)  
Copyright © 2008 Nortel Networks  
All Rights Reserved.  
Release: CICM 10.1  
Publication: NN10300-009  
Document status: Standard  
Document revision: 09.01  
Document release date: 4 July 2008  
To provide feedback or to report a problem in this document, go to www.nortel.com/documentfeedback.  
Printed in Canada, the United States of America, and the United Kingdom  
LEGAL NOTICE  
While the information in this document is believed to be accurate and reliable, except as otherwise expressly agreed to in writing  
NORTEL PROVIDES THIS DOCUMENT "AS IS" WITHOUT WARRANTY OR CONDITION OF ANY KIND, EITHER EXPRESS  
OR IMPLIED. The information and/or products described in this document are subject to change without notice.  
Nortel, the Nortel logo, Business Made Simple and the Globemark are trademarks of Nortel.  
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