®
Axxess
Model 8690 User Guide
Inter-Tel Protocol (ITP) Mode
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NOTICE
®
®
This Inter-Tel Axxess User Guide is released by INTER-TEL, INC. as a guide for end-
users. It provides information necessary to use the Model 8690 endpoint. The contents of
this user guide, which reflect current Inter-Tel standards, are subject to revision or change
without notice. Some features or applications mentioned may require a future release and
are not available in the initial release. Future product features and applications are subject
to availability and cost. Some features or applications may require additional hardware
and/or specific software.
For sales, service, or technical support,
contact your local authorized Inter-Tel dealer.
If you have any questions or comments regarding this
user guide or other technical documentation, contact
Inter-Tel’s Technical Publications Department at:
Tech_Pubs@inter-tel.com
All products and services mentioned in this publication are the trademarks, service marks,
registered marks, or registered service marks of their respective owners.
®
®
®
®
Inter-Tel , Axxess , Unified Communicator , and CommSource , are registered trade-
marks of Inter-Tel, Incorporated.
®
®
®
®
®
Microsoft Windows , MSN , Outlook , and ActiveSync are trademarks or regis-
tered trademarks of Microsoft Corporation.
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CONTENTS
FINDING YOUR WAY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Telephone Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About the Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What You See and Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Guidelines for Using the Model 8690 Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Endpoint Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Voice Mail Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Configuring VLAN Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using the System Tray Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installing Software Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Placing Calls On Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Using Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
MOVING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Using Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Performing a “Hookflash” During a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
© Inter-Tel, Inc. November 2004 printed in US
iii
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CONTENTS
Using Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Programming Remote Feature Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Requesting Agent Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Working in Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
USING UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Logging On and Off of UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Using UC Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Unified Communicator View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Messages View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Call List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Call Log View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Address Book View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
LEARNING MORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Frequently Asked Questions (FAQs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
iv
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Finding Your Way
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your endpoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Reset Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Telephone Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Interface Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Input Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Endpoint Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using the Speakers and Microphone . . . . . . . . . . . . . . . . . . . . . . . . 19
Using the Message Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Using a Headset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Voice Mail Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . . . . . . 23
Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . . . . . . 24
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
®
Axxess Model 8690 User Guide – ITP Mode
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1
WELCOME
Your new Model 8690 is a network endpoint (telephone or other communication
device) that provides communications services to your desktop. The Model 8690 sup-
ports two different modes of network protocols, and can operate in either Inter-Tel
Protocol (ITP) mode or Session Initiation Protocol (SIP) mode. The operating mode
determines which features and options are enabled on the endpoint. This guide is for
endpoints operating in ITP mode. If your endpoint is configured to operate in SIP
mode, request a copy of the Model 8690 User Guide: Session Initiation Protocol
(SIP) Mode (part number 550.8025) from your system administrator.
ABOUT THIS GUIDE
This guide contains instructions for using the Model 8690 in ITP mode on an Inter-
®
Tel telephone system. To help you find information quickly, this guide is divided
into five separate sections, as indicated by the tabs.
These sections include the following:
•
•
Finding Your Way: This section provides you with a photo of the Model 8690
and includes general information designed to help you find what you need.
Getting Started: This section includes basic telephone and voice mail informa-
tion, and provides instructions on how to perform everyday tasks, such as
answering calls, making calls, and using voice mail.
•
•
•
Moving On: In this section you’ll learn how to use advanced endpoint and voice
mail features.
Learning More: This section outlines how your administrators can help if you
experience a problem with your endpoint. It also provides you with a list of Fre-
quently Asked Questions (FAQs) so you can troubleshoot problems and learn
more about the system.
In addition, this guide contains a list of default feature codes (see page 114), an index
(see page 117), and a voice mail flowchart (see page 123) for easy reference.
For administration-level information not covered in this guide, see the Model 8690
Administrator’s Guide (part no. 550.8120).
NOTE: Because the telephone system is very flexible and programmable, the proce-
dures for using the features might vary slightly from the descriptions in this guide. If so,
your trainer or system administrator can tell you how your system differs and how to
use the features.
®
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ABOUT YOUR ENDPOINT
Your Model 8690 is a desktop endpoint that uses the technology available with a Per-
sonal Data Assistant (PDA). The operating system on the endpoint is a customized
®
®
Display (LCD) touch screen that displays an interface with traditional telephone ele-
ments that include a display, dialpad, feature buttons, and menu buttons. A stylus pen
provides access to elements on the interface.
Your endpoint has a port on the back (see page 4) for connecting to your company’s
Local Area Network (LAN). This connection provides access to the UC server and
the advanced communication features that UC provides. For more information about
using UC on your endpoint, see page 81.
Additional endpoint features include:
•
Handset and Headset Jacks: Allow you to connect a handset and headset at the
same time.
•
•
•
•
Two Speakers: Provide audio output.
Message Indicator Lamp: Flashes when you have a waiting message.
Built-In High Fidelity Microphone: Allows you to use the endpoint handsfree.
Hearing Aid-Compatible (HAC) Handset: Allows you to make and receive
calls privately.
Headset/Handset
Jacks
Message Indicator Lamp
Speakers
Touch Screen
Stylus
Microphone
Hearing Aid-Compatible
(HAC) Handset
®
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3
Ports and Connectors
Your Model 8690 also provides several different types of ports and connectors (pic-
tured below) for advanced functions. These include the following:
•
•
•
•
•
Light Emitting Diodes (LEDs): Shows the status of the network connection.
External Microphone Jack: Connects to an external microphone.
External Speaker Jack: Connects to an external speaker.
Reset Button: Resets the connection to the network.
Compact Flash (CF) Port: Connects to a CF memory card if additional memory
is needed.
•
Personal Computer Memory Card International Association (PCMCIA)
Port: Connects to a PCMCIA memory card if additional memory is needed.
•
•
•
•
•
LAN/PWR Jack: Connects to a network hub/switch.
Secure Digital (SD) Port: Reserved for future use.
Universal Serial Bus (USB) Client: Connects to a keyboard, mouse, etc.
®
USB Host: Connects to a host computer running ActiveSync .
Three PC Ports: Connects your endpoint to your PC.
Back
RESET BUTTON
MIC SPKR
LEDs
PCs 1, 2, and 3
PCMCIA CF
USB CLIENT LAN/PWR
USB HOST
SD
NOTE: The Model 8690 endpoint is not designed to be wall mounted.
®
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Optional USB Devices
You can connect a standard USB keyboard to your Model 8690 endpoint using the
USB client port on the back of the endpoint (see page 4). The operating system will
automatically detect the device when the endpoint is powered on. You can configure
the keyboard properties under Start - Settings - Control Panel - Keyboard.
Instead of connecting an external keyboard, you can use the USB client port to con-
nect a mouse. If you would like to connect both a mouse and a keyboard to the end-
devices. You can configure mouse properties under Start - Settings - Control Panel -
Mouse.
Message Indicator Lamp
The Message Indicator lamp (located at the top, right corner of the endpoint) flashes
number of messages you have waiting. See page 21 for instructions on retrieving mes-
sages.
NOTE: The lamp indicates new messages by default, but can also be programmed for
other functions.
If desired, you can program the endpoint so that the message lamp does not flash,
even when new messages are waiting. For details, see page see page 32.
Reset Button
The Reset Button on the back of the endpoint immediately shuts down the operating
system and any applications that are currently running on the endpoint. When the
Reset Button is pushed, the screen goes blank, and the default settings are restored.
After a few moments the operating system restarts and the client application re-opens
when network connectivity is re-established.
CAUTION
Do not press the Reset button on your endpoint unless you are told to do so
by your system or network administrator. Desktop shortcuts and any prefer-
ences that have not been saved in the registry are lost when you press the Reset
button. In addition, the endpoint will require additional programming to restore it
to its previous operational state.
®
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Power Requirements
The Model 8690 should remain powered on at all times. The endpoint receives power
from an individual power supply unit. It is important to use a power supply unit that is
compatible with the endpoint. The Inter-Tel Universal Power Supply (part number
806.1119) is compatible with the Model 8690 and is available through Inter-Tel’s
®
CommSource division.
It is recommended that you plug your endpoint’s power supply unit into an Uninter-
ruptible Power Supply (UPS). If your endpoint’s power supply unit is not plugged
into a UPS and the power fails, the current call will be dropped.
NOTE: Contact your network administrator to order a new power supply unit for your
endpoint.
Your system may be configured to use a centralized power source (power over Ether-
net) as a backup power source. Your network administrator will explain how to con-
nect your endpoint to the centralized power source. If your power supply unit fails
and your system is running power over Ethernet, you will be able to use the audio
portion only of the endpoint. Power over Ethernet does not support the display portion
of the endpoint.
Software Compatibility
Your Model 8690 is compatible with the following software:
•
•
•
Axxess system software V8.1 and later
Unified Communicator V2.1 and later
CT Gateway V4.1 and later
®
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6
TELEPHONE INTERFACE
The Model 8690 user interface contains elements that simulate a traditional Inter-Tel
six-line display endpoint. These elements allow you to place and receive calls and
access endpoint and voice mail features from the Model 8690 just like a conventional
Inter-Tel endpoint. The interface includes the following elements:
•
•
Navigation buttons: Provide access to UC views (see page 10).
Six-line display: Provides extension and system information and a menu for
accessing additional options or features.
•
Menu buttons: Allow you to scroll through options and make selections based
on the active feature.
•
•
Dialpad buttons: Allow you to enter numbers and letters.
Feature buttons: Provide quick access to various telephone and voice mail fea-
tures.
Navigation
Buttons
Extension and Name
Time, Day, Date
25698 SALLY USER
10:15 THUR SEP 4
Display
OUTGOING
DND
Menu Buttons
DIRECTORY
OTHER FEATURES
Feature
Buttons
Alphanumeric
Dialpad Buttons
Navigation
Buttons
NOTE: The instructions throughout this user guide assume that you are using the sty-
lus with the endpoint. When you are instructed to “press” an area on the screen, gently
tap the appropriate area of the touch screen with the stylus.
®
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7
Feature Buttons
The feature buttons are designed to automate some of the commonly used functions,
such as dialing an outside number. Each of these is described in the table below.
BUTTON
Mute
IF YOU...
YOU CAN...
PG.
Press Mute
Press Fwd
Mute the microphone.
19
Forward your calls.
Answer a call.
48
42, 44
19
Fwd
Press Answer
Press Speaker
Answer
Speaker
Outgoing
Put a call on the speaker.
Place an outgoing call.
Press Outgoing and dial
43
the number
Press Hold
Put a call on hold.
45
20
60
Hold
Press Message
Leave or listen to a message.
Adjust volume.
Message
Press the Up or Down Volume
arrow
Volume Up
Volume Down
Press the Auto Dial button (@)
Enable/disable the auto dial feature.
33
Auto Dial
In addition to the buttons identified in the preceding table, your endpoint has a Spe-
cial button ( ). Depending on how your telephone system is configured, you may
need to press this button before you dial a feature code. Consult your system adminis-
trator if you have questions about how your system is configured.
®
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Display and Menu
The six-line display area of the interface provides basic system information as well as
a menu to access more advanced endpoint features. The first two lines of the display
contain user and system information. The lower four lines of the display contain menu
options that change according to the feature that you are currently using. To select an
option on the menu, press the menu button closest to it. If there is only one option on
a line, you can press the button on either side. (You can also select the text in the dis-
play.)
Because the menu display can only support 16 characters, you may see a few abbrevi-
ations. The most commonly used abbreviations are provided in the table below.
ACCT CODE
CNF
Account Code
Conference
DEST
DIR
Destination
Directory
DND
Do-Not-Disturb
Extension
EXT
MSG
Message
RCL
Recall
SPKR
SPKRPHN
STN SPD
SYS SPD
TFR
Speaker
Speakerphone
Station Speed Dial
System Speed Dial
Transfer
TG
Trunk Group (a group of outside lines)
Trunk (an outside line)
TRNK
®
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9
Unified Communicator Elements
sonal computers, desktop phones, cell phones, handheld organizers, and speech. With
multiple interfaces, you can access features and functionality, no matter where you
are.
The UC elements on the telephone interface consist of the system tray icon in the sys-
on your endpoint, see page 81.
System Tray Icon
When the client application is running, the system tray icon appears in the Windows
®
system tray. The system tray is located in the lower-right portion of the taskbar near
the clock. If you press the icon, the system tray menu is displayed. For menu options
and instructions, see page 30.
The system tray icon represents the current UC status as one of the following:
You are not currently logged on to UC.
You are currently logged on to UC and your status is available.
You are currently logged on to UC and your status is unavailable.
Navigation Buttons
The navigation buttons on the interface provide access to UC views. Pressing a navi-
gation button highlights the button and displays the associated view. Pressing the but-
ton again closes the view. At any time, you can press the Display or Dialpad
•
•
•
•
•
Unified Communicator: Provides access to advanced UC features (see page 84).
Messages: Displays a list of various messages (see page 91).
Call List: Displays a list of your current calls (see page 91).
Call Log: Allows you to view a history of your recent calls (see page 95).
Address Book: Allows you to store and manage contact information (see
page 99).
•
Call Routing: Allows you to enable and disable call routing rules (see page 106).
NOTE: The names for the navigation buttons may vary slightly depending on the skin
that you are using. The instructions in this user guide assume you are using the default
skin (Globe).
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Interface Skins
You can customize your endpoint’s appearance by selecting a “skin” and applying it
to the interface. All skin options include navigation buttons, a display, a dialpad, and
feature buttons. Skin options for the interface are shown below.
Facets
Retro
Globe
(Default Skin)
Heavy Metal
Flower Power
To select a skin for the interface:
1. Press the system tray icon (see page 10), then select Options from the menu. The
Options dialog box opens to the Session tab.
2. Press the Appearance tab, then enable the Specify alternate appearance option.
3. Press Browse to navigate to the program folder where the desired skin is stored,
and select the skin specification file. (The specification file has an .xml file
extension.)
4. Press OK.
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The operating system on the Model 8690 is a customized version of Microsoft Win-
dows CE .NET V4.2. When you first power up your endpoint, the screen remains
blank for approximately 10 seconds. After this period, the Windows CE .NET desktop
appears, followed by the Loading Application Appearance dialog box. This dialog
box signals that the telephone application is launching. Once it has launched, the tele-
phone interface (see page 7) covers the entire desktop except the taskbar.
To minimize the telephone interface and access the desktop area of the screen, press
the telephone icon or the Show Desktop icon located on the taskbar, as shown below.
When you minimize the interface, you have access to the desktop. To restore the
interface, press either icon again.
Taskbar
Show Desktop Icon
Telephone Application Icon
The version of Windows CE .NET running on the Model 8690 has been customized
specifically for the endpoint. This version is different from Windows PC operating
systems and Windows handheld/mobile device operating systems. When using Win-
dows CE .NET, you may notice the following differences:
•
The Windows Viewer applications that are included in the operating system do
not have the full functionality that their counterparts do on Windows PC operat-
ing systems. These applications include Word, Excel, PowerPoint, Media Player,
and Internet Explorer.
•
A range of applications, tools, and functionality normally included in PC operat-
ing systems, such as Microsoft Outlook , administrator tools, fonts, etc., are not
®
included with Windows CE .NET.
•
•
Some applications will not work with Windows CE .NET. Before running an
application, make sure it is compatible with Windows CE .NET.
Because Windows CE .NET has limited RAM available for executing programs,
you may experience much slower processing times than you are accustomed to
on your desktop PC.
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Input Panel
The operating system includes an on-screen keyboard function called the Input Panel.
When a feature requires you to enter characters, the Input Panel pops to the front of
the screen. To access the Input Panel, press the Input Panel icon ( ) located in the
far-right corner of the taskbar. Then select LargeKB (large keyboard). You can relo-
cate the Input Panel by pressing the title bar with the stylus and dragging it to another
area of the screen. To hide the Input Panel, press the Input Panel icon and then press
Hide Input Panel.
that you disable the Input Panel.
To disable the Input Panel:
1. Press Start - Settings - Control Panel.
2. Double-press Input Panel.
3. Disable the Allow applications to change the input panel state option.
4. Press OK.
5. Save the registry (see page 14).
System Memory and Storage
The Model 8690 ships with 128 MB of RAM and 64 MB of flash RAM. The tele-
phone application is pre-loaded on the device, and you have approximately 5 MB of
RAM available for use.
CAUTION
The Model 8690 does not have a built-in hard drive. Storage memory will not
survive a reset or an upgrade to the operating system unless the files are
stored in the Mounted Volume folder on the endpoint (My Com-
puter\Mounted Volume) or on a host that is accessible from the Model 8690.
Desktop shortcuts and any preferences that have not been saved in the registry
(including UC preferences) will be lost if you upgrade the operating system or if
the endpoint resets.
You can view the available amount of system memory using the System Properties
dialog box. System memory is divided into Storage Memory (see caution above) and
Program Memory. Program Memory is used for executing programs.
To view system memory:
1. Press Start - Settings - Control Panel.
2. Double-press System.
3. Select the Memory tab.
NOTE: While using the Memory tab, you can re-assign the system memory. Check
with your network administrator before adjusting this.
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System Registry
The information stored in the Windows CE .NET registry is not accessible. The regis-
try contains a number of settings and preferences that are saved in two separate loca-
tions for backup purposes.
To safeguard registry settings, it is recommended that you save the registry after you
make changes to operating system preferences using the Control Panel, and to UC
preferences using the system tray menu. If the endpoint loses power during a registry
update, the registry will be destroyed. However, the last saved version of the registry
can be recovered upon reboot.
Saving the registry takes approximately 60 seconds to complete. To avoid locking up
the endpoint, do not make additional changes to your preferences until the “Registry
Saved Successfully” dialog box is displayed.
NOTE: Normally, the endpoint should remain powered on at all times. If your system or
network administrator tells you to power off your endpoint, it is recommended that you
save the registry first.
To save registry settings:
1. Press Start - Programs - Save Registry.
2. Press Yes to save registry settings.
When the “Registry Saved Successfully” message appears, press OK.
Operating System Help
A help file is provided with the Windows CE .NET operating system and can be
accessed under the Start menu. The information in this file is provided by Microsoft
and is limited to Windows CE .NET and the viewer applications that come with the
operating system. Because the operating system has been customized, some of the
information provided in this file may not apply to your endpoint. See page 37 for
more information about accessing the help files created specifically for the telephone
and UC.
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ABOUT VOICE MAIL
Voice mail is an application that is part of the Inter-Tel Voice Processor. With the
from any digital endpoint, multi-protocol endpoint, or other device on the telephone
system. To use voice mail, each user is assigned a voice mailbox, which usually corre-
sponds to a valid extension number. You can, however, have an “unassociated” mail-
box that does not correspond to an extension. Unassociated mailboxes are typically
used for agents or other personnel who don’t have a permanent office.
box, they can leave a message, hang up, or access the attendant.
In addition, the voice mail administrator can program the name for “group lists” of
mailboxes. With these lists, you can send a message to a group of people by entering
one number instead of everyone’s individual mailbox number.
NOTE: You cannot cancel unheard (unretrieved) messages that are sent using group
lists (see page 55).
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WHAT YOU SEE AND HEAR
Your Model 8690 and the telephone system come equipped with many features. To
help you understand what everything means, it is recommended that you read the fol-
lowing information before you use your endpoint:
•
The endpoint has a 640x480 pixel LCD touch screen. To access the elements on
touch screen with the stylus.
•
•
To “right-click” an element on the screen, press and hold the stylus on an icon. A
ring of black dots appears indicating a right mouse click, and the “right-click”
menu appears.
If the endpoint remains idle for more than four hours, the backlight on the screen
will time out and the screen will go dark (see page 29 to change the default back-
light timeout). To “wake” the screen, either lift the handset or touch the screen.
The display automatically “wakes” when you make or receive a call.
•
To enter letters and numbers when using basic endpoint features, use the dialpad
on the interface. To switch to alphanumeric mode from numeric mode, press
Message. If the Message Indicator lamp is lit, you are in alphanumeric mode,
which allows you to enter letters. If the Message Indicator lamp is unlit, you are
in numeric mode and can only enter numbers and special characters. When enter-
ing letters and numbers, to backspace press Mute to backspace. To insert a for-
ward space, press Fwd.
•
•
The telephone application’s audio feature has priority over the operating system’s
audio feature. For example, if you are running Windows Media Player to play
music and your endpoint receives a call, the audio for Media Player is cut off,
and audio output switches to the call. When the call ends, audio is switched back
to Media Player. You can configure audio properties under Start - Settings - Con-
trol Panel - Volume & Sounds.
If you hear four fast tones or repeating fast tones, you have pressed an invalid
button combination, tried to select a restricted line, dialed a restricted or invalid
number, dialed too slowly between digits, or waited too long before performing
the next step. Hang up and try again.
•
•
•
Your telephone system may be programmed for one or two dial tones. Systems
with two dial tones have one for intercom calls and one for outside calls.
Many features “time out” if you wait too long before performing the next step. If
this happens, you must hang up and start over.
Off-hook” means that the handset is lifted and “on-hook” indicates that the hand-
set is in the cradle. For example, you must first go “off-hook” to make a call, but
you must go “on-hook” to end a call.
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GUIDELINES FOR USING THE MODEL 8690 ENDPOINT
It is recommended that you read the following guidelines before using your Model
8690 endpoint:
•
•
•
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8690
There can only be one memory card (PCMCIA or CF) inserted when you power
on the endpoint. If you use both types of memory cards, remove one card before
powering up the endpoint.
Generally the endpoint should remain powered on at all times. Do not power
down the endpoint unless you are instructed to do so by your network administra-
tor. If you are instructed to power down your endpoint, save the registry first (see
page 14). If you do not save the registry, your preferences will be lost when you
power down the endpoint.
•
•
Consult your network administrator before setting options in the Advanced sub-
menu, you should not use them unless your network administrator has supplied
Periodically, the endpoint checks for software upgrades. When an upgrade is
available, the Software Upgrade dialog box opens, and you are prompted to
install the upgrade. You must take certain precautions to safeguard data and
preferences before performing an upgrade to the operating system. See
page 38 for important information about installing software upgrades.
•
•
•
To avoid a flash memory conflict, do not make or receive calls while upgrading
ware upgrades.
Because the Model 8690 does not contain a battery, any data and/or files in stor-
age memory that are not saved in the Mounted Volume folder will be lost when
the device looses power.
Because the Model 8690 has a limited storage capacity, it is recommended that
you save applications and data on a host, such as a desktop PC or a memory card
(see page 4) that is accessible from the endpoint. For example, using a 128 MB
Compact Flash memory card significantly increases the available storage on the
Model 8690. Any data or files saved on the memory card will be saved even if
the endpoint loses power or resets.
•
Before you begin using UC on your endpoint, note that some options must be
changed or implemented from the UC Web Client on your PC (see page 83). You
cannot access the UC Web Client URL from your endpoint’s browser.
For additional information about Windows CE .NET, go to
www.microsoft.com/windows/embedded/ce.net/default.asp.
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ENDPOINT BASICS
Before you begin using your endpoint, take a moment to learn how to complete basic
tasks such as adjusting the angle of the endpoint, using the speaker and the micro-
phone, and using a headset.
Adjusting Your Endpoint’s Viewing Angle
Your Model 8690 has an adjustable base that allows you to tilt your endpoint to
enhance the viewing angle.
To adjust the viewing angle of the endpoint:
1. Position the bottom of the endpoint’s base on a flat surface.
2. Tilt the endpoint to the desired angle.
3. Place the “feet” of the support mechanism in the holes on the base to secure the
position of the endpoint.
Displaying Information on Your Endpoint
Your Model 8690 has two lines of display that contain system and call information,
such as the date and time or the outside party’s name/number.
Date, Time, Name, and Extension Number
You can temporarily display the system date and time, your username, and your
extension number at any time.
To show the date and time display (while on a call, in DND, etc.):
3
0
0
Press
and dial
.
Outside Party’s Name/Number
If you are currently connected to an outside caller with Caller ID, you can toggle
between displaying the caller’s name and number.
To show the outside party’s name:
3
7
9
Press
and dial
.
NOTE: If there is no outside party name available, the display shows CANNOT
ACCESS FEATURE.
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Using the Speakers and Microphone
If you are not using a headset, you can talk handsfree using your speakers and micro-
phone. The microphone has a mute feature, which, when enabled, allows you to hear
the other party but they cannot hear you. (This does not put the party on hold.) You
can also use the speakerphone for on-hook dialing, call monitoring, and background
music.
Mute Button
To mute the microphone:
Press Mute or the MUTE menu button.
To turn the mute feature off:
Press Mute or the UNMUTE menu button.
NOTE: The Mute button is also used to backspace when you are using the dialpad to
input letters or numbers.
Group Listen Using the Speaker
With the Group Listen feature, you can transmit a conversation over the speaker while
you use the handset or headset to continue speaking. This allows other people to hear
the caller while the caller can only hear you.
NOTE: You cannot use this feature on a handsfree call. You must be on a call using
the handset or a headset before entering the feature code.
To turn the group listen feature on or off during a call:
3
1
2
Press
and dial
. You hear a confirmation tone and the display
shows GROUP LISTEN ON or GROUP LISTEN OFF. (The other party will not hear
the confirmation tone.)
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Using the Message Button
In today’s busy world, it’s almost guaranteed that you will call someone that is on
another call, does not answer, or is in DND. But, with the Message button, you can
let the other person know you called.
When you leave a message, you can:
•
Have the called party return your call. When the party you called responds to
the message indication, a call is automatically placed to your endpoint.
•
Leave a message with the called party’s message center, (which can be a per-
son or voice mail). When the party you called responds to the message, a call is
automatically placed to his or her message center instead of your endpoint.
To indicate that a message is waiting, the Message button and the Message Indicator
lamp flash, and the display shows the number of waiting messages.
Leaving Messages
To leave a station message while on an intercom call: Press Message or the LEAVE
MESSAGE menu button and hang up.
To leave a voice mail message while on an intercom call: Press Message or the
LEAVE MESSAGE menu button and wait for the message center to answer.
To leave a silent message without placing an intercom call:
1. Press Message and then press the LEAVE MESSAGE menu button.
2. Dial the desired extension number and hang up.
To cancel a message that you left at another endpoint:
1. Press Message and then the CANCEL MESSAGE menu button.
2. Dial the extension number of the endpoint where you left the message.
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Retrieving Messages
To retrieve a message (Message Indicator lamp is flashing):
Lift the handset and press Message. A call is automatically placed to the endpoint or
message center that left the message. (See page 25 for information about accessing
your mailbox.)
To select the message you want to answer first:
1. With the handset in the cradle, press the VIEW MESSAGE menu button to view
the waiting message. If more than one message is waiting, scroll to the desired
message using the PREVIOUS or NEXT menu buttons or press the high (up
arrow) or low (down arrow) end of the Volume button.
2. Press the REPLY menu button to respond to the desired message.
To cancel a waiting message:
1. Press Message or the VIEW MESSAGE menu button to view the message to be
canceled.
2. Press
or the DELETE menu button to cancel the displayed message.
*
Using a Headset
With an electret headset, you can talk on the endpoint handsfree, without using your
speaker and microphone.
NOTE: If your headset has a power-saver mode, make sure the system administrator
has the Headset Connect Tone flag enabled in the telephone system. If this flag is not
enabled, you may miss the first few seconds of incoming calls.
To connect a headset:
1. Insert the headset plug into the headset jack.
3
1
5
2. With the handset in the cradle, dial
(Headset On feature code) or
3
1
7
dial
MODE ON.
(Headset On/Off feature code). The display shows HEADSET
NOTE: If using a headset, press Speaker to connect and disconnect calls.
To disconnect a headset:
1. Unplug the headset cord from the headset jack.
3
1
6
2. With the handset in the cradle, dial
(Headset Off feature code) or
3
1
7
dial
MODE OFF.
(Headset On/Off feature code). The display shows HEADSET
NOTE: If you have both a headset and a handset connected to your endpoint and you
are using the headset, you can quickly transfer audio to the handset by lifting the hand-
set from the cradle. Press Speaker to transfer the call back to the headset before
replacing the handset in the cradle.
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VOICE MAIL BASICS
To begin using your voice mailbox, you need to complete a few basic setup proce-
dures to initialize your mailbox, customize your personal greetings, record your voice
mail directory name, and access your mailbox. For additional voice mail options, see
page 62.
NOTE: All of the menu options used for voice mail features are presented as numeric
entries in the following instructions. You can, however, access these options using the
menu selection buttons on the display.
Initializing Your Mailbox
The first thing you should do is initialize your mailbox. This allows you to:
•
•
•
Change the default password number to a personal password.
Record a name to identify yourself in the company directory.
Listen to the voice mail introduction.
To initialize your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
NOTE: If you don’t know what the voice mail extension number is, check with your
voice mail administrator.
2. Press
to identify yourself as a subscriber.
*
3. Enter your mailbox number and default password.
NOTE: Your mailbox number is your default password.
4. If you want a password, enter a new password using digits 0-9 (up to 12 digits).
Then press
. Voice mail plays back your password.
#
If you do not want to use a password, just press
.
#
3
5. Press
to accept the entry or press
to re-enter your password. The sys-
#
tem prompts you to record your directory name.
6. After the tone, record your first and last name. When finished, press
7. Do one of the following:
.
#
•
•
•
•
Press
Press
Press
Press
again to accept the name.
to replay the name you just recorded.
to add to your name.
#
1
2
3
to erase and re-record your name.
The system then plays a prompt that introduces you to the basic voice mail features.
You can skip this introduction by pressing
, if desired.
#
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Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. You can then select which greeting you want played when a caller
reaches your voice mailbox. Because the purpose of this greeting is to tell callers why
they have reached your voice mailbox, you should include the following information:
•
•
•
Whether or not you are in the office and where you can be reached
When you will be returning calls
For callers who do not wish to leave a message, how to exit voice mail (press
0
to return to the operator)
The following are some sample greetings to help you plan your message:
•
Primary Greeting: Hello, this is __________. I am either on another line or away
from my desk and cannot take your call at this time. If you need to speak to
•
Alternate Greeting: Hello, this is __________. I will be away from the office
from day/date until day/date. If you need to speak to someone immediately,
please dial zero now. Otherwise, please leave a detailed message, and I will
return your call when I return. Thank you.
To change your personal greeting:
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
to select the Personal Options Menu.
to record/change your personal greeting.
1
4. Do one of the following:
1
•
•
•
Press
Press
Press
to record and/or enable your primary greeting.
to record and/or enable your alternate greeting.
to enable the system default mailbox greeting.
2
3
3
5. If you pressed
, continue to the next step.
1
2
If you pressed
or
, the current greeting is played (if one exists). You can
then do one of the following:
•
•
•
•
•
Press
Press
Press
Press
Press
to accept the greeting.
to replay the greeting.
to add to the greeting.
to erase and re-record the greeting.
to exit without changing your greeting.
#
1
2
3
*
6. Hang up.
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Recording Your Voice Mail Directory Name
Your recorded name is used to identify you in the voice mail directory and to verify
your mailbox number when messages are addressed to you.
To change your directory name:
1. Access your mailbox as described on page 25.
4
2. Press
to select the Personal Options Menu.
. Your current name is played. (Press
2
1
3. Press
to replay your recorded
name.)
3
4. Press
to erase and re-record your name.
5. When you hear a tone, record your first and last name, then press
6. Do one of the following:
.
#
•
•
•
•
Press
Press
Press
Press
again to accept your recorded name.
to replay your recorded name.
to add to your name.
#
1
2
3
to erase and re-record your name.
7. Hang up.
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Accessing Your Mailbox
If you have a message waiting in your mailbox, you must access your voice mailbox
to retrieve it.
TIP: Generally, pressing
next step. For example, when leaving a voice mail message for another voice mail user,
you can press to skip the person’s introductory message and proceed directly to
the recording phase. Similarly, while listening to messages, you can press to skip
the system-generated voice prompts and proceed directly to the playback phase. You
can also press to cancel or return to the previous menu at any menu level.
during any voice mail operation will advance you to the
#
#
#
#
•
•
•
received until you delete waiting or saved messages.
Message count: The system tells you how many messages are waiting to be
heard, if any, and how many are priority messages.
Remote Messaging: The system will indicate whether primary or alternate
Remote Messaging is selected when the Remote Messaging feature is enabled
(see page 65). It will also alert you if a programming error has been detected and/
or if it encountered busy system resources when attempting to place a Remote
Messaging call.
To access your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
2. During or after the greeting, press
to identify yourself as a subscriber.
*
3. Enter your mailbox number and your personal password (if programmed). Then
press
.
#
NOTE: If you do not have a password, press
. See page 62 for information on
#
programming passwords.
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Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Setting Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Using Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
To Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Forwarding Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Redirect Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Using Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Listening to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Undeleting Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Sending Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Canceling Unheard Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Using Do-Not-Disturb Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
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INTRODUCTION
Now that you know what your Model 8690 can do, it’s time to start using it. In this
section, you’ll learn how to set system tray menu options, install software upgrades,
and use basic endpoint and voice mail features. Most of the features in this section do
not require the endpoint to be logged on to UC. For instructions on how to use UC
advanced features on your endpoint, see page 81.
For additional information about client application and operating system options and
settings, see the Model 8690 Administrator’s Guide.
CALIBRATING THE SCREEN
Before using the touch screen, it is important to calibrate it. Calibration ensures the
display interprets the stylus presses accurately. These settings are stored in the Win-
dows CE .NET registry and may need to be configured again if the registry is lost or
reset.
To test and calibrate the screen:
1. Press Start - Settings - Control Panel.
2. Double-press Stylus.
3. Test your settings using the icons on the Double-Tap tab.
4. If the screen does not respond to your presses properly, press the Calibration tab.
5. Press Recalibrate.
6. Press and hold the stylus on the center of the target in every position on the
screen.
7. Tap the screen to save the settings in the registry.
8. Press OK.
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SETTING BACKLIGHT OPTIONS
To save power and extend the life of the display, you can set an option that will auto-
specified amount of time, the display automatically goes into “sleep” mode and the
incoming call or input from an external mouse or keyboard will also “wake” the
screen.
The default backlight timeout is four hours. You can select a different backlight time-
out as explained below.
NOTE: UC Message alerts (see page 106) and status alerts (see page 107) do not
“wake” the screen, however software upgrade prompts (see page 38) do.
To change the default value for the backlight timeout:
1. Press Start - Settings - Control Panel.
2. Double-press Display.
3. Select the Backlight tab.
4. Select the Automatically turn off backlight while on external power option.
5. Select the amount of time you want the endpoint to remain idle before the back-
light turns off. Timeout choices include:
•
•
•
•
•
•
•
•
1 minute
2 minutes
5 minutes
10 minutes
15 minutes
30 minutes
1 hour
4 hours
6. Press OK.
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CONFIGURING VLAN PORTS
To improve voice quality and security, your network administrator may place your
endpoint in a Virtual Local Area Network (VLAN).
A VLAN is a network of computers that behave as if they are connected to the same
wire, even though they may be physically located on different segments of a LAN.
VLANs minimize congestion on the network because they allow voice and data to be
routed more efficiently. If your endpoint resides on a VLAN, your network adminis-
trator may instruct you to program the VLAN ID for the ports.
NOTE: Do not configure the VLAN ID for your endpoint unless instructed to do so by
your network administrator.
To configure VLAN IDs for the ports:
1. Press Start - Settings - Control Panel.
3. Double-press AUMAC1. The 'AU1x00 Ethernet Controller' Settings dialog box
opens as shown above.
4. Select the VLAN tab.
5. Select the VLAN ID number (supplied by your network administrator) for the
Phone Port and the Downlink Ports using the associated scroll buttons.
6. Press OK.
7. Save the registry (see page 14).
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USING THE SYSTEM TRAY MENU
To access the system tray menu, press the system tray icon (see page 10) to display
the menu. Menu-accessible options are discussed throughout this section.
Setting Options
The system tray menu provides access to the Options dialog box, which allows you to
set options for your client application. The Options dialog box contains the Session,
Appearance, Behavior, Advanced and About tabs. These tabs have options you can
set and information about the endpoint.
The following instructions explain how to set the available options in the Options dia-
log box. Some of these settings require information you must obtain from your net-
work administrator. To open the Options dialog box, press the system tray icon, then
select Options from the menu. The Options dialog box opens to the Session tab.
Session Tab
To set or edit options on the Session tab:
1. Enter the Web Address that you use to access UC.
2. Enter your account Username. (This is the same username that you use to log on
to UC on your desktop PC.)
3. Enter your account Password. (This is the same password that you use to log on
to UC on your desktop PC.)
having to enter the Web address, username, and password information.
If this option is enabled, the application will not prompt you for Web address,
username and password information, unless you have not already provided it or
the logon fails.
NOTE: Enabling the Automatically log on option will not automatically launch
UC. See page 82 for instructions on how to log on to UC.
5. Press OK in the upper-right corner of the Options dialog box or select another tab
to edit.
NOTE: Check with your network administrator before changing these fields.
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Appearances Tab
tion will be displayed. Options include:
•
•
•
•
•
•
Search Results (see page 85)
Messages (see page 90)
Call List (see page 91)
Call Log (see page 95)
Address Book (see page 99)
Call Routing (see page 106)
3. Press OK in the upper-right corner of the Options dialog box or select another tab
to edit.
Behavior Tab
To set or edit options on the Behavior tab:
1. If desired, change the endpoint’s ring from the default:
a. Enable Specify custom ring.
b. Press Browse to navigate to the folder where .wav files are stored. Select
from a list of .wav files you want to use. The .wav files must be in the fol-
lowing format: PCM 11.025 kHz, 8 Bit, Mono.
c. Press OK.
2. Enable or disable the option for the client application to be displayed using the
Display window when field. Select from the following options:
•
•
Phone goes off-hook (when you lift the handset or press Speaker)
Incoming call received (when your endpoint receives a call)
3. Enable or disable the option to display alert messages using the Show alerts
when field. An “alert” is a system tray popup window that draws your attention
to specific events. Select from the following options:
•
•
•
I receive a new message
The status of a contact in my speed-dial list changes
I receive a new call
NOTE: Alerts are only shown when you are logged on to UC.
4. Enable or disable the Flash message lamp for new messages option.
5. Press OK in the upper-right corner of the Options dialog box or select another tab
to edit.
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Advanced Tab
To set or edit options on the Advanced tab:
1. Enable or disable the Auto Dial option. If you enable this option, you must pro-
vide a telephone number. When Auto Dial is enabled, the @ symbol is high-
lighted. Pressing the @ symbol quickly enables/disables the Auto Dial option.
When Auto Dial is enabled, picking up the handset dials the number you chose
for the Auto Dial option.
NOTE: Typically, you would enter the extension of the Unified Communicator
telephone client (or an attendant) in this field. When the endpoint auto dials the UC
telephone client, you can use the UC Voice User Interface (VUI) to issue voice
commands such as, “Call Bob Smith” to make calls. Check with your network
administrator to obtain your system’s telephone client number. You must enable
the auto-logon option (using the Web Client - My Account link - Advanced tab
options) to use the Auto Dial option to dial the Unified Communicator telephone cli-
ent.
2. Enter the number for the Backup Number option.
NOTE: This field allows you to specify a backup telephone number that the end-
point will automatically dial when you go off hook if the Windows CE .NET sub-
system is down. Typically, you would enter a telephone number (such as the
attendant’s) in this field. If “0” is not the number you use to reach an attendant or
operator, then provide the number here. Check with your network administrator to
obtain your system’s backup number.
3. Enter the maximum amount of disk space in KB that you want to allocate for
endpoint diagnostic files on the Windows CE .NET subsystem. By default, this is
200 KB, but is limited by the amount of available RAM on the endpoint.
NOTE: Check with your network administrator before changing this field. If this
field value is set too high, the endpoint may run out of available memory.
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4. Enable or disable the following options:
•
Log to file: Diagnostics are logged to a file stored in the My Computer
folder on the endpoint. This option is ON by default.
NOTE: This file is stored in an area of the file system that will be lost if you
reset the endpoint. If you are asked to provide this file to technical support,
either copy the file off of the device, or copy the file to the Mounted Volume
folder (My Computer\Mounted Volume) before resetting the endpoint.
•
•
Log to telephone system: Diagnostics are logged to a location on the tele-
phone system. This option is OFF by default.
Log extended information: Additional diagnostic information is logged.
This option is usually only enabled when a network administrator needs to
troubleshoot endpoint issues. Enabling this option may affect client applica-
tion performance.
NOTE: Check with your network administrator before changing these fields.
5. Press OK in the upper-right corner of the Options dialog box to save and apply
your selections.
About Tab
The About tab contains read-only and copyright information about your endpoint.
This information includes:
•
•
•
•
Model number (Model 8690)
User Interface Version
Firmware Version
Operating System Version
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Adding a .NET Passport
NOTE: This option is only available when you are logged on to UC.
Microsoft Passport is a “universal login” service that allows users to log in to many
Web sites using one account. Working with .NET Messenger service, passport holders
can also send messages online or through the telephone system if it is configured to
handle calls from this type of endpoint. Ask your network administrator if your end-
point system is configured to handle .NET Messenger calls..
NOTICE
At the time of this publication, Microsoft had disabled connectivity to the MSN
network for third-party products like Unified Communicator, in preparation for a
licensing model which had not yet been disclosed. Currently, the .NET Passport
dialog box allows you to enter information, but the functionality has been dis-
abled. When Inter-Tel is able to determine licensing requirements (if any) and
how that will affect the future functionality of this product, the documentation
will be updated accordingly.
To add passport information:
1. Press the system tray icon, then select Passport from the menu.
2. Enter your .NET passport Username and Password in the fields provided.
3. Enable Handle passport calls.
4. Press OK.
Using Advanced Options
This section details how to use the advanced options available on your client applica-
tion. Instructions for advanced options are located in the Model 8690 Administrator’s
Guide (part no. 550.8120) and the IP Devices Installation Manual (835.2195). It is
strongly recommended that you check with your network administrator before using
advanced options.
CAUTION
Consult your network administrator before setting options on the Advanced sub-
menu. Although you can access these options from the system tray menu, you
should not use them unless your network administrator has supplied you with all
of the network settings and additional information that are required.
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Auto Upgrade and Pending Upgrades
Although your endpoint automatically checks for upgrades, you can run the Auto
Upgrade feature using the Advanced option on the system tray menu. If there are no
new upgrades available, you will not be notified, and your endpoint will function nor-
mally. If there is an upgrade available, the Software Upgrade dialog box opens, and
you are prompted to install the upgrade. You can choose to install the upgrade imme-
diately by pressing OK or set a reminder to install it later (see page 40).
To run the Auto Upgrade feature:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Check for
New Versions. The upgrade search dialog box opens.
2. Press OK to allow the system to search for software upgrades. You are not
informed if upgrades are not available.
In addition to running the Auto Upgrade feature, you can view, install, or cancel pend-
ing upgrades using the Advanced options.
To view and install pending upgrades:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Pending
Upgrades. The Pending Upgrades dialog box opens and displays the status for
the following:
•
•
•
Firmware
Phone Application
Operating System
NOTE: The Upgrade Now option indicates a pending software upgrade.
2. Press Upgrade Now next to the upgrade you want to install. There is one button
for each upgrade type.
3. When the Software Upgrade dialog box opens, press OK to install the upgrade.
To cancel pending upgrades:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Pending
Upgrades. The Pending Upgrades dialog box opens and displays the status for
the following:
•
•
•
Firmware
Phone Application
Operating System
2. Press Cancel next to the upgrade that you want to cancel. There is one button for
each upgrade type.
3. Press OK.
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Station Password
NOTE: This option is only available when you are logged on to UC.
The station password allows you to quickly add your endpoint as a device to UC.
To set the station password:
1. Press the system tray icon, then select Advanced – Set Station Password.
2. Enter your old password.
3. Enter a new password.
4. Enter the new password again to confirm it.
5. Press OK.
Default Configuration
The Default Configuration option restores the endpoint configuration to its default
state. When this option is selected, your network administrator will need to reconfig-
ure the network settings on your endpoint if they differ from the default. In addition,
you will need to re-enter your UC login information on the Session tab of the Options
dialog box, as indicated in the following instructions.
NOTE: Do not select the Default Configuration option unless you are instructed to do
so by your network administrator.
Self Test
The Self Test option is used as a diagnostics tool by your network administrator. The
self test can help determine if the endpoint is operating properly.
NOTE: Do not select the Self Test option unless you are instructed to do so by your
network administrator.
Setup Wizard
The first time your network administrator runs the client application on your Model
8690, the setup wizard automatically launches. Once the endpoint setup is complete,
the wizard will not run again unless you default the endpoint.
NOTE: Do not select the Setup Wizard option unless you are instructed to do so by
your network administrator.
Using Help
The system tray menu includes a Help option for access to telephone and UC user
information. Pressing Help opens the online help file. Navigate to the appropriate area
of the help file for assistance.
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INSTALLING SOFTWARE UPGRADES
Periodically, your endpoint automatically checks for the following upgrades:
•
Firmware: You are notified that the upgrade is starting, and the client application
continues to run. You can monitor the progress of the upgrade on the six-line dis-
play. When the upgrade is complete, the endpoint resets.
•
Phone Application: The client application exits and the upgrade application
launches. The upgrade application downloads the new version of the client appli-
cation from the TFTP server, and you can monitor the download progress. When
the download completes, the upgrade application launches the Windows CE
.NET installation mechanism and installs the new client application version. At
this point, you are prompted for where you would like to install the new files (the
default is \\Mounted Volume\8690 Phone). Press OK to continue with the installa-
tion. Press Yes when prompted to overwrite existing files. You are notified when
the upgrade is complete. The upgrade application launches the new version of the
client application and then exits.
CAUTION
Do not press Cancel when the installation dialog box prompts you where you
would like to install the new files. At this point the previous client application has
been deleted and if you cancel the upgrade, you will need to contact your network
administrator to manually reinstall the client application. Also, do not change the
default location (\\Mounted Volume\8690 Phone) specified in the installation dia-
log box. The client application must be installed in the Mounted Volume folder to
survive a reset or an upgrade to the operating system.
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•
Operating System: The client application exits, and the upgrade application
launches. An upgrade of the operating system takes approximately 30 minutes
to complete.
CAUTION
It is imperative that you do not interrupt the operating system upgrade process
before it completes. If you attempt to use the endpoint during an upgrade you may
render it inoperable. To replace the operating system your administrator will
need to send the endpoint back to Inter-Tel for repair.
The upgrade application erases the existing version of the operating system
from the persistent memory. Upon completion, the upgrade application down-
loads the new version of the operating system from the TFTP server. As the
new version of the operating system is downloaded, it is simultaneously writ-
ten to persistent memory, and you can monitor the progress. When the down-
load and installation completes, you are notified and the endpoint resets. The
registry settings are lost when the operating system is upgraded. This means
that certain client application settings stored in the registry are lost as well.
These include the session and diagnostic options.
CAUTION
The Model 8690 does not have a built-in hard drive. Storage memory will not
survive a reset or an upgrade to the operating system unless the files are
stored in the Mounted Volume folder on the endpoint (My Com-
puter\Mounted Volume) or on a host that is accessible from the Model 8690.
Desktop shortcuts, and any preferences that have not been saved in the registry
(including UC preferences) will be lost if you upgrade the operating system or if
the endpoint resets. Do not attempt to use the endpoint while an upgrade is in
progress or the endpoint may be rendered unusable.
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When an upgrade is available, the Software Upgrade dialog box opens, and you are
prompted to install the upgrade. To install the upgrade immediately, press OK. To
install the upgrade later, you can set a reminder (see instructions below). When the
reminder timer has expired, the Software Upgrade dialog box automatically prompts
you to install the pending upgrade.
To set a reminder to install an upgrade:
box. Your options are:
•
•
•
1 hour
1 day
3 days
2. Press Remind Me Later. When the specified time has elapsed, the Software
Upgrade dialog box opens, and you are prompted to install the pending upgrade.
The Auto Upgrade option (see page 36) on the Advanced submenu allows you to
search for new software versions, and access pending upgrades.
MAKING AND RECEIVING CALLS
Making and receiving calls is the basic purpose of any endpoint. With your endpoint,
you can make/receive intercom and outside calls and make emergency calls.
CAUTION
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8690
before you begin using it.
Intercom Calls
Your extension number allows other people to place intercom calls to you, without
dialing any extra codes. And, because every endpoint in your system is assigned an
extension number, you can call other people in your system quickly and easily.
NOTE: Ask your system administrator for a list of extensions.
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Placing Intercom Calls
To place an intercom call:
1. With or without the handset lifted, dial an extension number.
2. If your call goes through handsfree to an endpoint’s speaker, speak after you hear
a double tone.
If you hear continuous ringing, wait for the call to be answered.
The system allows you to place a non-handsfree call that will override handsfree
mode on the extension you are calling. If you choose to use the Ring Intercom
Always feature to always send non-handsfree calls, the called party must pick up the
handset to answer the call.
To place a non-handsfree call that will ring at the other endpoint until answered:
Press
before dialing the extension number.
#
NOTE: Dialing
before the extension number forces the called extension to ring
#
and overrides the handsfree option.
To program your endpoint to always send non-handsfree calls using the Ring
Intercom Always feature:
3
7
7
With the handset in the cradle, dial
. The current status is shown.
If there is no answer or if the endpoint is busy when you place an intercom call,
you can do any of the following:
•
To leave a station message: Press Message or the LEAVE MESSAGE menu but-
ton and then hang up.
•
To leave a voice mail message: Press Message or the LEAVE VOICE MAIL menu
button and wait for the message center to answer. (See page 51 for more message
options.)
NOTE: This option is only available if the called endpoint has a voice mailbox.
•
•
To camp onto a busy extension: Stay on the line and wait for the endpoint to
become available. Do not hang up. After the system timer expires, you hear
music until the endpoint is available.
NOTE: You cannot camp on to an endpoint if it is in DND mode.
6
To request a callback (queue on to the endpoint): Press
and hang up. When
the endpoint is available, your endpoint rings. (To cancel the queue request
6
before the callback, press
.)
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Receiving Intercom Calls
Your endpoint can receive both intercom and non-handsfree intercom calls. If the
handsfree feature is enabled on your endpoint, intercom calls are automatically
answered. Non-handsfree intercom calls (see page 41) override the handsfree option.
If your handsfree feature is disabled, or if you receive a non-handsfree intercom call,
you must pick up the handset or press the Answer button to answer the call.
When you use Unified Communicator to route incoming calls to your endpoint, calls
will always ring the endpoint, even if you have chosen to use the handsfree feature.
Without this initial ring, your endpoint would terminate the routing of the call, poten-
tially preventing you from receiving the call on a cell phone or other device while you
are away from your desk.
To enable or disable your endpoint’s handsfree answering feature:
3
1
9
With the handset in the cradle, dial
.
To receive an intercom call:
If the handsfree feature is enabled, the call is automatically answered.
If the handsfree feature is disabled, either press the Answer button to answer the call,
or lift the handset for privacy.
To receive a non-handsfree intercom call:
EITHER, Press the Answer.
OR, Lift the handset for privacy.
(377) enabled.
tons:
•
•
•
SEND TO V-MAIL: Sends the call directly to your voice mailbox. You will not
see this option if you do not have a mailbox.
IC CALL TO DND: Places your endpoint in DND mode and blocks the call.
(See page 56 for more information about DND mode.)
SEND TO DEST: Redirects the call to the intercom or outside number that you
enter. (See page 50 for more information about the Redirect Call feature.)
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Outside Calls
With outside calls, you can talk to people who aren’t members of your telephone sys-
tem. When you make an outside call, however, you must dial any area codes or long
distance digits that your telephone company requires.
Placing Outside Calls
To place an outside call:
1. With or without the handset lifted, press Outgoing or the OUTGOING menu but-
ton.
2. Dial the desired number.
NOTE: If you see a request for an account code and hear a single beep, you must
dial an account code before you can place your call (see page 71).
Depending on how your system is programmed, you may be able to use one of the
ton:
8
•
•
•
Dial the Outgoing Call access code (default is
).
Dial a Select Line Group access code (defaults are 92001-92208).
Dial the Automatic Route Selection (ARS) access code (default is 92000).
NOTE: Check with your system administrator to see if your system uses custom-
ized feature/access codes, or if the auto dial feature (see page 33) allows you to
dial out directly.
To request a callback (queue on to the line) if all outgoing lines are busy when you
try to call out:
6
When you hear busy signals, press
endpoint rings.
and hang up. When the line is available, your
To cancel the queue request before your endpoint rings:
6
Press
.
When dialing the number, you can press one of the following menu buttons:
•
•
•
•
OUTSIDE DIR: Selects the speed-dial directory. (See page 72.)
STN SPEED DIAL: Selects the Station Speed-Dial feature. (See page 67.)
SYS SPEED DIAL: Selects the System Speed-Dial feature. (See page 68.)
REDIAL: Redials the last outside number you dialed. (See page 51.)
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Receiving Outside Calls
To receive an outside call:
EITHER, Lift the handset.
Instead of answering a ringing call, you can press one of the following menu but-
tons:
•
SEND TO V-MAIL: Sends the call directly to your voice mailbox. This option is
not available if you do not have a mailbox.
•
SEND TO DEST: Redirects the call to the intercom or outside number that you
entered. (See page 50 for more information about the Redirect Call feature.)
Emergency Calls
With the Axxess system, you do not have to access an outside line (press the Outgo-
ing menu button ) to dial an emergency number.
To make an emergency call:
9
1
1
Dial
. A call is automatically placed to the preset emergency number.
CAUTION
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8690
before you begin using it.
Call Waiting
If you receive a call while you are already on another call, you will hear a “call wait-
ing” tone.
To respond to a waiting call (you hear a single tone):
•
hold, it is disconnected.
•
SEND TO V-MAIL: Sends the call directly to your voice mailbox without inter-
rupting the current call. (You will not see this option if you do not have a mail-
box.)
•
IC CALL TO DND: Places your endpoint in DND mode and blocks the call
without interrupting the current call. (See page 56 for more information about
DND mode.)
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PLACING CALLS ON HOLD
You can place calls on hold in one of two ways: individual or system.
•
Individual Hold places the call on hold at one endpoint. It can then be directly
picked up at that endpoint or it can be picked up at another endpoint using the
Call Pickup (Reverse Transfer) feature (see page 48).
•
System Hold places the call on hold in the system. You can then pick up the call
at any endpoint that has a flashing button for the call, including the endpoint that
placed it on hold.
NOTE: You cannot place intercom calls on system hold.
To place a call on Individual Hold:
1. Press Hold.
2. Hang up or place another call.
To place an outside call on System Hold:
3
3
5
1. Press
and dial
.
2. Hang up or place another call.
To return to a call that is on hold:
Lift the handset and press Hold.
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PLACING CONFERENCE CALLS
With the Conference feature, you can establish a conference call with up to three
intercom and/or outside parties (four, including you).
To place a conference call:
1. While on the first call, press the CNF menu button to put the call on hold.
2. Place another intercom or outside call.
3. Press the CNF menu button to place the call on hold. (If necessary, repeat steps 2
and 3 to add another caller to the conference.)
4. Press the CONNECT TO CONFERENCE menu button to join all of the calls
together in the conference.
During the conference call, you can do the following:
•
•
•
To place the conference on hold: Press the HOLD menu button. This places the
conference on hold without disconnecting the parties. To return to the conference,
press the CNF menu button.
To drop out of the conference: Press the CNF menu button and hang up. This
removes your endpoint from the conference, but leaves the other parties con-
nected.
To add parties to the conference:
a. Press the ADD PARTY menu button. This leaves the conference parties con-
nected.
b. Place a call to the party to be added to the conference.
c. Press the CNF menu button once, and then press CONNECT TO CONFER-
ENCE. You and the new party are added to the conference.
•
To end the conference and place all parties on individual hold: Press the CNF
menu button and then press the HOLD menu button to place all of the parties on
individual hold. You can then speak to one party at a time by pressing the HOLD
menu button.
•
•
To mute your microphone: Press the MUTE menu button. This turns your micro-
phone on or off during the conference. If mute is enabled, you can hear the con-
ferenced parties, but they cannot hear you.
To transfer the conference to another extension or to voice mail: Press the
TRANSFER CNF menu button and dial the desired extension number. Then hang
up when you are ready to complete the transfer.
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TRANSFERRING CALLS
Although transferring calls is considered a basic function of an endpoint, the Model
8690 has many advanced options for this feature. With your endpoint, you can trans-
fer a call to another extension, voice mail, or even an outside line.
To Another Extension
1. EITHER, Press the TRANSFER menu button.
OR, Press the TRANSFER TO HOLD menu button to place the call on hold at the
other endpoint.
2. Dial the desired extension number or press the IC DIRECTORY menu button to
look up the number.
To transfer to your message center, press the MESSAGE CENTER menu button.
3. Wait for an answer, announce the call, and then hang up.
If the number is busy, there is no answer, or the transfer is refused, press Answer
to return to the caller.
NOTE: If you are receiving a transferred call and the Transfer-To-Connect option is
enabled for your endpoint, you are automatically connected to the transferred caller
once the transferring party hangs up. If this option is disabled, you must press Answer
or lift the handset to answer the transferred call.
To Voice Mail
1. Press the TRANSFER menu button.
2. Press the VOICE MAIL menu button.
3. EITHER, Dial the desired mailbox number and hang up.
OR, Hang up to send the call to the voice mail menu (so that the caller can select
the mailbox number).
To an Outside Number
1. Press the TRANSFER menu button.
2. Select an outgoing line by pressing the OUTSIDE PHONE menu button.
3. Dial the desired telephone number.
4. Wait for an answer, announce the call, and then hang up.
If the number is busy, there is no answer, or the transfer is refused, press the flash-
ing button to return to the caller.
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USING REVERSE TRANSFER
ing or holding at another endpoint. For example, if you are away from your work sta-
tion and you are aware that a party is holding for you at your extension, you can pick
up the call from any extension using the Reverse Transfer (Call Pick Up) feature.
To answer a call ringing or holding at another endpoint:
4
1. Lift the handset and dial
.
2. Dial the extension or hunt group number (see page 77) where the call is ringing
or holding. The call is transferred to the endpoint you are using, and you are con-
nected to the caller.
FORWARDING CALLS
With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell
phone), or you can redirect calls to a voice mail or other extension. For greater flexi-
bility with status changes and call forwarding, use the composite status (see page 84)
and call routing features (see page 106) provided in Unified Communicator instead of
DND and device forwarding.
NOTE: The Fwd button is also used to insert a space when you are using the dialpad
to input letters or numbers.
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Manual Call Forwarding
Manual call forwarding allows you to send incoming calls to another extension num-
ber. You can even forward calls to outside numbers, if your endpoint is programmed
to allow this.
To forward calls:
1. Press Fwd.
2. Select one of the following menu buttons:
•
•
ALL: All incoming calls are forwarded without ringing at your endpoint.
NO ANSWER: All incoming calls are forwarded if they are not answered
before a timer expires.
NOTE: Only the installer or system administrator can adjust this timer.
•
•
BUSY: When your endpoint is busy, all incoming calls are forwarded without
ringing at your endpoint.
busy or if you do not answer, as described above.
3. Do one of the following:
•
To forward to an outside telephone number:
—
Press the OUTSIDE CALL menu button.
—
Dial a telephone number or press the OUTSIDE DIR menu button to
look up and select a number. (See page 72 for more information on
directories.)
•
To forward to an extension number: Dial the extension number. OR, press
the IC DIRECTORY menu button to look up and select a number.
•
•
To forward to your voice mailbox: Press the VOICE MAIL menu button.
To forward to your message center: Press the MESSAGE CENTER menu
button.
To cancel any call forward request:
1. Press Fwd.
2. Press the FWD OFF menu button.
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System Forwarding
System Forwarding allows the system to automatically route calls based on the type
of call and the status of your telephone. Although you cannot program the path of a
system forward, you can enable or disable this feature on your endpoint.
To enable or disable System Forwarding:
3
5
4
Dial
.
NOTE: Manual forwarding overrides System Forwarding.
Redirect Call
The Redirect Call feature allows you to forward any call that is ringing on your end-
point without having to answer the call.
NOTE: You cannot redirect calls to an extension that is in DND or to a restricted out-
side number.
To redirect a call to an extension number:
3
3
1
1. EITHER, Press
and dial
.
OR, Press the SEND TO DEST menu button.
and select a number.
To redirect a call to an outside telephone number:
3
3
1
1. EITHER, Press
and dial
.
OR, Press the SEND TO DEST menu button.
2. EITHER, Press the OUTSIDE CALL menu button and enter the telephone number.
OR, Use a speed-dial number (see page 67).
3. Press
.
#
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REDIALING A NUMBER
The Redial feature allows you to quickly redial the last outside number you dialed.
Although most phones redial the last number dialed, your system administrator can
program your endpoint to redial the last number saved. For UC redial options, see
page 89.
To use the Last Number Dialed feature (if enabled):
With or without the handset lifted, press the OUTSIDE CALL menu button and then
the REDIAL menu button. The number is dialed.
To use the Last Number Saved feature (if enabled):
•
To save the last number dialed: While the endpoint is idle or while listening to
intercom dial tone, press the REDIAL menu button.
•
To redial the saved number: Press the OUTSIDE CALL menu button and then the
REDIAL menu button. The number is dialed. If there is no redial number avail-
able, the display shows NO NUMBER TO DIAL.
USING VOICE MAIL MESSAGES
Once you’ve accessed your mailbox, the system will tell you how many new and
saved messages you have. You can then listen to messages, delete messages, save
messages, etc.
Listening to Messages
To listen to messages:
1. Access your mailbox as described on page 25.
1
2. EITHER, Press
to listen to your new messages.
3
OR, Press
to listen to your saved messages.
3. While you are listening to a message, you can use the following options:
•
•
•
•
•
•
•
•
•
Press
Press
Press
Press
Press
Press
Press
Press
Press
to skip to the end of the recording.
to back up.
to pause. Then press any button to continue.
to skip ahead.
to lower the volume.
to play the message envelope.
to raise the volume.
#
1
2
3
4
5
6
7
9
to save the new message in your mailbox.
to delete the message from your mailbox.
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4. When the message has finished playing, you have the following options:
1
•
•
Press
to replay the message from the beginning.
2
Press
to reply to the message. You have the following options:
1
— Press
to leave a voice mail message for the caller.
If the caller had a mailbox number, it will ask you to verify the destina-
tion by pressing
.
#
If the number was not associated with a mailbox, it will ask you to enter
a mailbox number.
If the message was from an outside caller, you cannot leave a voice mail
message.
2
— Press
to make a return call. Your call will be transferred automati-
cally to the caller’s extension or telephone number, if available.
If the extension number is not available, you will have the option of
leaving a voice mail message.
sage.
3
•
Press
to forward a copy of the message to another subscriber. If you
1
want to include an introduction, press
message without additional comments.
. If not, press
to forward the
#
4
•
•
Press
Press
to listen to the previous message.
to play the introductory message envelope (see page 63 for infor-
5
mation on envelope options).
6
•
•
•
Press
Press
Press
to listen to the next message.
7
9
to save the new message in your mailbox.
to delete the message from your mailbox.
5. Hang up.
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Undeleting Messages
If you accidently delete a voice mail message, you can retrieve it within a specific
time frame (programmed by your voice mail administrator). Any retrieved messages
are then restored to your saved-message queue. Messages that are not undeleted
within the programmed time (up to 24 hours) are automatically erased.
To recover deleted messages:
1. Access your mailbox as described on page 25.
5
2. Press
3. Press
for Message Options.
to access undelete options. Your options are:
2
1
•
Press
to listen to your deleted messages and choose which ones to
delete or recover. After each message you can:
1
— Press
— Press
— Press
— Press
— Press
— Press
— Press
— Press
to replay the message.
2
3
4
5
6
7
9
to reply to the message.
to forward the message to another mailbox.
to listen to the previous message.
to play the message envelope.
to listen to the next message.
to recover the message.
to purge the message from your mailbox.
2
•
•
Press
to recover all of your deleted messages and store them as saved
to erase all of your deleted messages.
messages.
3
Press
4. Hang up.
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Sending Messages
To send a voice mail message:
1. Access your mailbox as described on page 25.
2
2. Press
.
3. Dial the desired mailbox number or group list number.
4. Press to accept the subscriber’s name.
#
5. Record your message after the tone. While recording, you have the following
options:
2
•
•
Press
to pause while recording. Then press any button to continue.
to erase and re-record your message.
3
Press
6. When finished recording, hang up or press
to access the following options:
#
•
•
•
•
•
Press
Press
Press
Press
Press
to send the message and return to the voice mail options.
#
1
2
3
9
to replay your message.
to add to your message.
to erase and re-record your message.
to use the special delivery options. You can then use one or more
of the following options:
1
— Press
to mark the message “private.” (This prevents the recipient
from forwarding it to other subscribers.)
2
— Press
to mark the message “certified.” (When the recipient listens
to the message, you will receive a receipt notice.)
3
— Press
to mark the message “priority.” (This will place your mes-
sage ahead of all other waiting messages in the receiving mailbox.)
— Press
to cancel delivery options.
*
#
— Press
to deliver the message. (If you want to mark the message cer-
tified, private, and/or priority, you must do so before completing this
step.) You may choose either of the following options:
•
Press
and enter another mailbox number to send the message
#
to another destination.
•
Press to exit and return to voice mail options.
*
7. Hang up.
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Canceling Unheard Messages
You can cancel unretrieved messages that you have sent to individuals, but not mes-
sages that you sent to group lists.
To cancel unheard messages:
1. Access your mailbox as described on page 25.
5
2. While listening to the voice mail main menu, press
for Message Options.
1
3. Press
.
4. When prompted, enter the number of the mailbox containing the unheard mes-
sage.
5. Press
to confirm the mailbox you are selecting. Voice mail will tell you how
#
many messages you have waiting at the mailbox and play them for you. After
each message, you can:
1
•
•
•
•
•
•
•
•
Press
Press
Press
Press
Press
Press
Press
Press
to replay the message.
2
3
4
5
6
7
9
to add to the message.
to forward the message to another mailbox.
to listen to the previous message.
to play the message envelope.
to listen to the next message.
to save the message in your mailbox.
to delete the message.
6. Hang up.
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USING DO-NOT-DISTURB MODE
If you are away from your desk, or if you do not want to be disturbed, you can use the
DND feature. This halts all pages and calls to your endpoint, except queue callbacks,
recalls, and direct ring-in calls. When other users call your endpoint, they hear a
repeating signal of four fast tones and, if they have a display endpoint, see the DND
message you have selected.
Your telephone system can have up to 20 different DND messages, each of which can
be changed by the system administrator, installer, or programmer. Your trainer or sys-
tem administrator will give you a list of the programmed DND messages. For conve-
nience, you should update the following default list.
DEFAULT MESSAGE
01 DO-NOT-DISTURB
02 LEAVE A MESSAGE
03 IN MEETING UNTIL
04 IN MEETING
NEW MESSAGE
DEFAULT MESSAGE
11 OUT OF TOWN ’TIL
12 OUT OF OFFICE
13 OUT UNTIL
NEW MESSAGE
14 WITH A CLIENT
15 WITH A GUEST
16 UNAVAILABLE
05 ON VACATION ’TIL
06 ON VACATION
07 CALL ME AT
17 IN CONFERENCE
18 AWAY FROM DESK
19 GONE HOME
08 AT THE DOCTOR
09 ON A TRIP
10 ON BREAK
20 OUT TO LUNCH
Because the system DND message only uses one line of your display, you can enter a
second line of text, up to 16 characters. For example, if you select 03 (IN MEETING
UNTIL) as your first line of text, you can enter “3:30” as your second line. Callers
will then see, “IN MEETING UNTIL 3:30.”
NOTE: By default, call routing is enabled when running Unified Communicator. If you
do not want to receive calls while in DND or your status is “unavailable,” either turn call
routing off, or create a rule for internal callers and external callers so that your calls are
routed appropriately (for example, to voice mail). If you want callers to know your DND
status, create greetings for each of the statuses on the system or create greetings for
the statuses you use, then use these greetings in routing rules (based on the DND sta-
tuses). If using greetings in your call routing rules, turn off system forwarding.
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To enable DND:
1. Press the DND menu button.
2. EITHER, Dial the two-digit number corresponding to the message you want to
use.
OR, Press the SCROLL menu button (and PREVIOUS or NEXT) or press the Vol-
ume high button (up arrow) or Volume low button (down arrow) to scroll through
the messages.
3. If desired, customize the second display line by dialing the desired numbers or
letters as described below:
•
Remain in numeric mode (Message lamp unlit): Press the dialpad buttons to
dial the desired numbers. Press for a hyphen (-), for a colon (:),
Fwd to leave a space, or Mute to backspace.
#
*
•
Change to alphanumeric mode (Message lamp lit): Press Message or the
USE ALPHA MODE menu button and then press the dialpad buttons to enter
the desired characters. (Refer to the chart below.) The number of times a but-
ton is pressed determines which character is entered. For example,
33377744432999 enters “FRIDAY.” When adjoining characters are located
under the same button, press Fwd once to advance to the next character. For
example, 6Fwd666Fwd6632999 enters “MONDAY.” (Note that letters corre-
spond to the letters printed on the buttons.) Press Fwd twice to leave a space
or press Mute to backspace.
4. Press the ACCEPT menu button or lift and replace the handset.
To cancel DND:
1. Press the DND menu button.
2. Press the DND OFF menu button.
NUMBER OF TIMES BUTTON IS PRESSED
BUTTON
1
2
3
4
5
1
2
3
4
-
&
B
E
H
(
C
F
I
)
'
1
2
3
4
A
D
G
!
*
#
Ñ
S
?
Z
,
5
6
7
8
9
0
J
M
P
K
N
Q
U
X
:
L
O
R
V
Y
.
5
6
7
8
9
0
T
W
@
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Moving On
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Using Record-A-Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Screening Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Using the Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Programming Remote Feature Access. . . . . . . . . . . . . . . . . . . . . . . . . 75
Remote Access Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Remote Feature Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Requesting Agent Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Working in Hunt Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Hunt Group Calls Enabled/Disabled. . . . . . . . . . . . . . . . . . . . . . . . . 78
ACD Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
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INTRODUCTION
In this section, you’ll learn how to program your endpoint, use directories, access
your voice mailbox remotely, and perform various other functions. The features in
this section do not require the endpoint to be logged on to UC. For instructions on
how to use UC advanced features on your endpoint, see page 81.
For additional programming information, see the Model 8690 Administrator’s Guide.
SETTING PREFERENCES
Your endpoint and voice mailbox are automatically set to specific defaults. You can,
however, configure many of these settings at any time.
Endpoint Configuration
Customizable features on your endpoint include changing volume levels, enabling
background music, selecting a ring tone, and others.
Changing Volume Levels
The endpoint has eight volume settings accessed through “soft” buttons on the inter-
face: handset intercom, handset outside call, speakerphone intercom, speakerphone
outside call, background music, ringing, handset intercom dial tone, and speaker-
phone intercom dial tone.
NOTE: To change each of these levels, you must be using that feature. For example, if
you want to change the speakerphone level for an intercom call, you must be on a
handsfree intercom call.
To change a volume level:
Press the Up Volume button to increase the volume. Press the Down Volume button
to decrease the volume.
To save your change:
Press Volume to save your changes.
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Selecting a Ring Tone
The ability to change your ring tone is helpful in close-quartered environments. If
your ring tone is unique, you can quickly identify when a call is ringing on your end-
point.
To select the type of ring tone for your endpoint:
3
9
8
1. With the handset in the cradle, dial
.
2. Do one of the following to select your ring tone:
0
•
•
•
Press
or the RINGER OFF menu button for no ringing.
Press the PREVIOUS or NEXT menu button to scroll to the desired tone.
Press the high (up arrow) or low (down arrow) end of the Volume button to
scroll to the desired tone.
•
Dial 1-9 to select a specific tone.
3. When you hear the tone you want, you can do any of the following:
•
•
•
•
Press
.
#
Press the ACCEPT menu button.
Press Answer.
Lift and replace the handset.
Enabling Background Music
If your telephone system is equipped with a music source, you can listen to music
through your speaker.
To enable or disable background music:
3
1
3
Dial
.
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Enabling Automatic Call Answer
The Automatic Call Answer feature determines whether or not you are automatically
connected to a caller when you lift the handset (or press Answer). If this feature is
enabled, you are automatically connected when you go off-hook. If it is disabled, you
must first lift the handset (or press Answer) and then press the flashing button.
To enable/disable this feature for ringing outside calls:
3
6
0
With the handset in the cradle, dial
.
3
6
1
With the handset in the cradle, dial
.
Returning to Default Operation
manual call forwarding, background music, and queue requests; and restores hands-
free mode, pages, hunt group calls, and system forwarding all at once. To default the
endpoint configuration and firmware, see page 35.
To return your endpoint to default:
3
9
4
Dial
.
NOTE: See page 60 for instructions on changing volume levels.
Voice Mail Options
ize your mailbox (see page 22).
Changing Your Mailbox Password
Your password prevents unauthorized access to your mailbox.
To change your password:
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
to select the Personal Options Menu.
.
3
4. If you want to have a password, enter a new password, using up to 12 digits.
If you do not want to use a password, skip this step.
5. Press
6. Press
. Voice mail plays back your password if you entered one.
#
#
3
to accept the password as entered or press
to erase and re-enter
your password.
7. Hang up.
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Changing the Voice Mail Message Envelope
When you receive a voice mail message, voice mail plays the message in an “enve-
lope” that can include the time and date the message was left, the source of the mes-
sage, and/or the message length. By default, the envelope contains all of this
information, but you can change your envelope, as described below.
To change and save your message envelope:
1. Access your mailbox as described on page 25.
4
2. Press
to select the Personal Options Menu.
4
3. Press
to select the Message Envelope Options Menu. You can then do any
of the following:
1
•
•
•
•
•
Press
Press
Press
Press
to enable or disable the time/date option.
to enable or disable the message source option.
to enable or disable the message length option.
to enable all options and return to the Personal Options Menu.
to disable the entire envelope and return to the Personal Options
2
3
4
5
Press
Menu.
•
Press
or
to return to the Personal Options Menu.
#
*
4. Hang up.
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Changing the Call Screening Transfer Method
NOTE: The Call Screening feature is available only if it is enabled for your mailbox
(ask your voice mail administrator).
Depending on the transfer method you select, transferred calls from voice mail may
•
“Announce Only” Calls: Before voice mail transfers a call to you, a prompt asks
from (caller’s name).”
•
“Screened” Calls: Before voice mail transfers a call to you, a prompt asks the
caller to record his or her name. When you answer, you hear “You have a call
from (caller’s name).” You can choose whether or not to accept the call (see
page 72).
To change your transfer method (if allowed):
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
4. Press
to select the Personal Options Menu.
for More Options.
. The system tells you what your current transfer method is. You can
9
5
then select the desired transfer method, as follows:
1
•
•
•
•
Press
Press
Press
Press
to select unannounced transfers.
2
3
to select screened transfers.
to select announce only transfers.
*
5. Hang up.
Programming a Fax Destination
With the Voice Processor, callers can use your mailbox to send you a fax. To use this
feature, you must specify the destination fax number.
To change your fax destination number:
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
4. Press
to select the Personal Options Menu.
for More Options.
.
9
1
5. Enter the number of your fax destination, followed by
.
#
6. EITHER, Press
to accept the number.
to erase and re-enter the number.
#
3
OR, Press
7. Hang up.
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Changing the Message Search Order
When more than one message is left in your voice mailbox, you can change the order
in which you retrieve your messages, based on the date and time they were received.
To change the listening order of your messages:
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
4. Press
5. Press
to select the Personal Options Menu.
for More Options.
for the Message Search Order.
9
2
1
2
to change the search order for new messages or press
to change
the search order for saved messages. You have the following options:
1
•
•
•
Press
Press
Press
to retrieve the earliest-received messages first (First In/First Out).
to retrieve the latest-received messages first (Last In/First Out).
to return to the Personal Options Menu without making changes.
2
*
6. Hang up.
Programming Remote Messaging
NOTE: Your installer or voice mail administrator must enable this feature on your voice
mailbox.
With Remote Messaging, you can program the Voice Processor (voice mail) to call
you when your mailbox receives new messages. Using a “cascade” (a series of up to
nine telephone numbers), voice mail will call each number until it successfully con-
nects to a device (e.g., pager, answering machine, etc.).
Because your mailbox can have a primary and an alternate cascade of numbers, you
can program a cascade to be used during specific days and times. For example, if you
want to be paged when you receive a message from 5-10 PM on weekdays, you can
set up a primary cascade. If you also want to receive pages for messages marked “pri-
ority” on the weekends, you could set your alternate cascade for all day on Saturdays
and Sundays.
NOTE: If for some reason voice mail is not able to use your remote notification, your
mailbox will receive a message stating that notification could not be completed.
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To set up remote messaging:
1. Access your mailbox as described on page 25.
4
2. Press
3. Press
to select the Personal Options Menu.
5
.
NOTE: This option is not available if you do not have Remote Messaging enabled.
1
2
4. Press
to set up a primary cascade or press
to set up an alternate cas-
cade.
5. Do one of the following.
1
• To program a cascade level: Press
and enter the number of the level
you wish to program (1-9). You then have the following options:
2
— To set up or change an extension or telephone number: Press
.
1
2
Then press
for an extension number or press
for an outside
number. Then enter the number.
3
— To set up or change a pager number: Press
. Then enter the number.
1
— To enable or disable the cascade level: Press
. (You cannot enable
the level until a notification number is programmed.)
2
•
To set up the time of day for notification: Press
you want the message notification to start and stop. Enter the times with two
digits for the hour and two digits for the minutes (e.g., 0900 = 9:00). If enter-
1
. Then enter the time
ing the time in 12-hour format, you are prompted to press
for AM or
2
for PM.
NOTE: For 24-hour notification, program the starting and ending times to be
the same.
3
•
•
To set up the days of the week for notification: Press
one of the following:
. Then select
1
— Press
— Press
— Press
for Monday-Friday.
for all days.
2
3
to select individual days. You are prompted to press digits 1-
7 which correspond to the days Sunday through Saturday.
4
To select all or priority-only message notification: Press
. Then press
1
2
for all messages or
for priority messages only.
6. Either select another option, as described above, or press
to save the settings
#
and exit.
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SPEED DIALING
Dial) or in the telephone system (System Speed Dial) and is identified by a location
number. Once programmed, you can quickly dial these numbers by entering a feature
code and dialing the desired location number. Because the system supports both sta-
tion and system speed-dial numbers, you can have access to over 1000 stored num-
bers.
You can also use the speed-dial buttons through the Unified Communicator interface
(see page 89). These buttons are not limited in the number you can have and they dis-
play real-time status. The Unified Communicator speed-dial list and the speed-dial
functionality discussed here are not related.
Station Speed Dial
You can program and use up to 10 personal speed-dial numbers on your endpoint.
Programming Station Speed-Dial Numbers
To store a speed-dial number, use the Station Speed-Dial Programming feature code
to program the number in a speed-dial location. Use the following table to list the
numbers that you store in speed-dial locations 0-9.
0 _______________________ 5 _______________________
1 _______________________ 6 _______________________
2 _______________________ 7 _______________________
3 _______________________ 8 _______________________
4 _______________________ 9 _______________________
To store a number in a speed-dial location:
3
8
3
1. With the handset in the cradle, dial
.
2. Dial the speed-dial location (0-9) you want to program.
3. Enter the desired name for the speed-dial number, as described below:
•
Alphanumeric mode (Message lamp lit): Press the dialpad buttons to enter
the desired characters. (Refer to the chart on page 74.) The number of times
a button is pressed determines which character is entered. For example,
533266 would enter “JEAN.” When adjoining characters are located under
the same button, press Fwd once to advance to the next character. For exam-
ple, 66Fwd6667776 would enter “NORM.” (Note that letters correspond to
the letters printed on dialpad buttons 2-9.) Press Fwd twice to leave a space.
Press Mute if you need to backspace.
•
Press the ACCEPT menu button to save the name.
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4. Dial the extension number or telephone number to be stored, as described below:
•
Numeric mode (Message lamp unlit): Enter the number.
NOTE: You cannot use hyphens or colons in the number. If your number
includes an asterisk, pound, hookflash, or pause, use the menu buttons to
enter the special character.
•
Press the ACCEPT menu button on the display to save the number.
TIP: To dial outside telephone numbers without first selecting an outgoing line,
8
enter the Outgoing Call access code (default is
) before the outside telephone
number.
To erase a Station Speed-Dial name and/or number:
3
8
3
1. With the handset in the cradle, dial
2. Dial the desired location code (0-9).
.
3. Press Mute repeatedly until the name is erased.
4. Press or the ACCEPT menu button to continue.
5. Press Mute repeatedly until the number is erased.
6. Press or the ACCEPT menu button to exit.
#
#
Dialing Station Speed-Dial Numbers
To dial a Station Speed-Dial number:
1. If necessary, select an outgoing line and press the SPEED DIAL menu button.
2. Press the USE STN SPEED menu button.
3. Press the desired Station Speed-Dial location number (0-9).
System Speed Dial
Your system administrator can store several speed-dial numbers in System Speed-Dial
locations 0000-4999.
To view and/or dial System Speed-Dial numbers:
3
8
1
1. Dial
or press the SPEED DIAL menu button.
2. Press the SYS SPEED DIAL menu button.
3. Dial the location code (0000-4999) for the desired number.
4. Press
or the ACCEPT menu button to dial the displayed number.
#
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USING RECORD-A-CALL
NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your network
administrator if your endpoint is configured to use P2P audio.
If your telephone system is equipped with a Voice Processor (voice mail), you may
have access to the Record-A-Call feature. If so, you can record an ongoing call as a
mailbox message. You can then retrieve the message, just as you would any other
mailbox message.
To use the Record-A-Call feature while on a call:
3
8
5
1. EITHER, Press
and dial
.
OR, Press the RECORD-A-CALL menu button.
2. If required, dial the desired mailbox number. (Your endpoint may be programmed
to select the mailbox, or you may be required to dial it.)
You hear a confirmation tone when the Record-A-Call feature is activated.
To turn off Record-A-Call you have the following options:
3
8
5
•
•
•
Press
and dial
.
Press the CANCEL RECORDING menu button.
Hang up.
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PAGING
The Paging feature allows you to make an announcement through endpoint speakers
or external speakers (if your system is equipped with external paging equipment). To
prevent announcements from transmitting through every endpoint in the system, this
feature uses page zones. Each zone contains a different combination of extensions and
external paging equipment, and is programmed by your system administrator. Ask
your trainer or system administrator how the zones are programmed, and list them
below for your convenience:
0 _______________________ 5 _______________________
1 _______________________ 6 _______________________
2 _______________________ 7 _______________________
3 _______________________ 8 _______________________
4 _______________________ 9 _______________________
Enabling Paging
You can enable or disable page receiving for your endpoint by using the Page
Remove/Replace feature code. If your endpoint is assigned to more than one page
zone, all zones are removed or replaced at once (you cannot turn off individual
zones).
To turn paging on and off for your endpoint:
3
2
5
Dial
.
Making Pages
To make pages:
7
1. Dial
.
2. Dial the desired zone number (0-9).
3. After the tone, make your announcement and hang up.
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PERFORMING A “HOOKFLASH” DURING A CALL
Certain telephone service companies may require a timed hookflash (a quick hang up
and release).
To generate a hookflash while using a line:
EITHER, Press the FLASH menu button. If the FLASH menu button is not visible,
press MORE until you see FLASH.
3
3
0
OR, Press
and dial
.
USING ACCOUNT CODES
If your telephone system is programmed to use the Station Message Detail Recording
(SMDR) feature, you might be required to enter account codes when you place a call.
These codes add information to telephone record reports that the system will periodi-
cally print.
There are three types of account codes:
•
Standard account codes are automatically entered into the SMDR report when-
ever you place a call.
•
•
Forced account codes must be dialed before you can place an outside call.
Optional account codes can be entered at any time during a call.
NOTE: Your system administrator can tell you which types of account codes are used
on your telephone system.
To enter an optional account code:
3
9
0
1. Press
2. Enter the optional account code. If the account code is not immediately accepted,
press
To set an account code for all calls placed from your endpoint:
and dial
.
.
#
3
9
1
Dial
accepted, press
until it is disabled.
To disable the code:
and then the account code. If the account code is not immediately
. This code will be used for all calls made from your endpoint
#
3
9
1
Dial
and press
.
#
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SCREENING CALLS
NOTE: This feature is available only if your telephone system is equipped with a Voice
Processor (voice mail).
If your voice mailbox is programmed correctly, you can screen calls that are trans-
ferred from voice mail. This allows you to accept and/or refuse specific calls.
Depending on the transfer method you use, calls from voice mail may be unan-
nounced, announce only, or screened calls (see page 64 for details).
If your voice mailbox is programmed for screened calls, you have the following
options when you receive a transfer:
•
•
•
•
Press
Press
Press
Press
to accept the call.
#
1
to replay the announcement.
2
to send the call to voice mail.
3
and then enter the extension number to forward the call to another
extension.
•
Press
to refuse the call.
*
USING THE DIRECTORIES
With directories, you can use your endpoint dialpad to find names, numbers and fea-
tures. You can then use the directory information to make calls, access features, or
leave voice mail messages.
Telephone Directory
The telephone directory contains a list of the extension numbers, system speed-dial
numbers, feature codes, and their associated names. To search for an item, you can
enter the full or partial name. The system will then find the closest match. Once the
correct match is displayed on your endpoint, you can dial the number or press a but-
ton to access that extension or feature.
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To perform a directory search using your dialpad buttons:
1. If your endpoint is idle, press the DIRECTORY menu button, then press the menu
button for the desired directory (IC DIRECTORY, OUTSIDE DIR, or FEATURE
DIR).
If placing a call, choose between OUTSIDE DIR and IC DIRECTORY.
2. Enter letters or numbers (up to 10 characters) as described below:
•
Remain in alphanumeric mode (Message lamp lit): Press the dialpad buttons
to enter the desired characters. (Note that letters correspond to the letters
printed on dialpad buttons 2-9.) The number of times a button is pressed
determines which character is entered. For example, 77776444844 would
enter “SMITH.” When adjoining characters are located under the same but-
ton, press Fwd once to advance to the next character. For example,
5666Fwd66337777 would enter “JONES.” Press Fwd twice to leave a space
or press Mute to backspace.
•
Change to numeric mode (Message lamp unlit): Press the dialpad buttons to
enter an extension number. Press Mute to backspace.
3. Press the SEARCH menu button to begin the search. If desired, you can use the
PREVIOUS and NEXT menu buttons or the high/low arrows next to the Volume
button to move alphabetically through the directory.
4. Press the CALL (for IC or OUTSIDE DIR) or ACCEPT (for FEATURE DIR)
menu button to dial a number or feature code while it is displayed.
NUMBER OF TIMES BUTTON IS PRESSED
BUTTON
1
2
3
4
5
1
2
3
4
-
&
B
E
H
(
C
F
I
)
'
1
2
3
4
A
D
G
!
*
#
Ñ
S
?
Z
,
5
6
7
8
9
0
J
M
P
K
N
Q
U
X
:
L
O
R
V
Y
.
5
6
7
8
9
0
T
W
@
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Voice Mail Directory
Whenever voice mail asks you to enter a mailbox number, you can use the mailbox
and extension number directories. You can also use these directories to leave a voice
message with another user. Like the telephone directory, you don’t have to enter the
full name because the system finds the closest match based on your entry.
To perform a directory search using your dialpad buttons:
When prompted, press the buttons to enter the name. The number of times a button is
pressed determines which character is entered, as shown below. When adjoining char-
acters are under the same button, press Fwd to advance to the next character. For
example, 5666Fwd66337777 enters “JONES.”
NUMBER OF TIMES BUTTON IS PRESSED
BUTTON
1
2
3
4
5
1
2
3
4
-
&
B
E
H
(
C
F
I
)
'
1
2
3
4
A
D
G
!
*
#
Ñ
S
?
Z
,
5
6
7
8
9
0
J
M
P
K
N
Q
U
X
:
L
O
R
V
Y
.
5
6
7
8
9
0
T
W
@
To use the directory to leave a voice mail message:
1. Dial the voice mail extension number.
2. Press
for Directory Services.
#
3. Enter the desired name, as described above, and press
.The selected name is
#
played.
4. Do one of the following:
•
•
•
•
•
•
Press
Press
Press
Press
Press
Press
to accept the name.
#
1
2
3
4
5
to hear the previous name in the directory.
to hear additional information for the selected name (if allowed).
to hear the next name in the directory.
and spell a new name to search for a different name.
to switch the first/last name sort order.
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PROGRAMMING REMOTE FEATURE ACCESS
If you are away from your desk and forgot to put your endpoint in DND, don’t worry.
With the Remote Feature Access, you can place your endpoint in DND or forward
calls from any other endpoint on the system. And, if you have a special dial-up line,
you can access your endpoint features from an outside line.
Remote Access Password
Before you use Remote Feature Access, you should program a password, as described
below.
To change the password from your endpoint:
3
9
2
1. Dial
.
2. Enter your current password, followed by
.
#
3. Enter the new password followed by . You hear a confirmation tone.
#
4. Enter the new password again for verification followed by
. You hear a con-
#
firmation tone.
To change the station password using remote programming, see the next page. To
change your station password using Unified Communicator, see “Using Advanced
Options” on page 35.
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Remote Feature Access
To access your endpoint from another endpoint:
1. EITHER, Call your Direct Inward System Access (DISA) number (provided by
your system administrator). If required, enter your password.
OR, Use any endpoint on the system.
3
5
9
2. Enter
.
3. Enter your extension number.
4. Enter your password followed by
. You can now use any of the following
#
features.
To change the station password using Remote Programming:
3
9
2
a. Enter
.
b. Enter the new password, followed by
.
#
c. Enter the new password again for verification, followed by
.
#
To turn on DND:
3
7
0
a. Enter
.
b. Enter the message number (01-20) and the optional second-line message text.
3
7
1
To turn off DND: Enter
.
To turn on Call Forward:
a. Enter one of the following Call Forward feature codes.
3
3
3
3
5
5
5
5
5
6
7
8
All Calls.......................
If No Answer ................
If Busy.........................
If No Answer or Busy .....
b. Enter an extension number or enter an outside line access code followed by a
telephone number.
3
5
5
To turn off Call Forward: Enter
5. Hang up.
.
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REQUESTING AGENT HELP
NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your network
administrator if your endpoint is configured to use P2P audio.
Your telephone system may be programmed to support the Agent Help feature, which
allows you to request help from a designated “Agent Help Extension” (usually your
supervisor) during a call. When your request call rings at the Agent Help Extension,
the supervisor can choose to join the call or reject the request.
If the Agent Help Extension is a digital endpoint, the endpoint’s microphone is auto-
matically muted so that the supervisor cannot be heard unless he or she presses the
Mute button. If the Agent Help Extension is a single-line set, however, the supervisor
can be heard as soon as the conference is established. In either case, the supervisor
can hear all other parties on the call.
To use the Agent Help feature while on a call:
3
7
5
1. Press
and dial
. If you hear repeating tones, the Agent Help
feature is not available at your endpoint, you already have four parties in your
call, not enough system circuits are currently available, or the Agent Help Exten-
sion is in DND.
2. Dial the Agent Help Extension number, if required. (Your endpoint may be pro-
grammed to automatically dial the number, or you may be required to dial it.)
If the Agent Help Extension accepts the call, you hear the Agent Help tone, if it is
enabled, and the supervisor can monitor or join your call.
If the Agent Help Extension rejects the call, you hear a confirmation tone, and the
display shows AGENT HELP REJECTED.
To respond to an Agent Help request:
When you receive an Agent Help request, your display shows <name> REQUESTS
HELP. You can do one of the following:
•
To accept the call: Answer as usual. Your microphone is muted and you cannot
be heard by either party unless you press the Mute button.
•
To reject the call: Press the REJECT HELP menu button.
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WORKING IN HUNT GROUPS
Your system may be programmed with “hunt groups.” Hunt groups are groups of
phones that share a common extension number in addition to having individual exten-
sion numbers. This allows someone to call anyone in the group (using the common
extension) or a specific member (using the individual extension). The members of
these groups and the common extension(s) are programmed by your system adminis-
trator.
When logged on to Unified Communicator and call routing is enabled, hunt group
calls continue to work as usual. You can use Unified Communicator call routing in
conjunction with your role as a hunt group member to receive personal calls while in
DND or to simply route personal calls as desired.
Hunt Group Calls Enabled/Disabled
If you are a member of a hunt group, you can enable or halt hunt group calls to your
extension.
To turn on or off hunt group calls:
3
2
4
Dial
.
ACD Hunt Groups
Some hunt groups use a special feature called Automatic Call Distribution (ACD) that
distributes the hunt group calls equally among the available members. These hunt
group members are referred to as “agents,” who log in to the ACD hunt group to
receive calls and log out to halt ACD hunt group calls.
Distributing Calls
Calls are distributed through an ACD hunt group based on Agent IDs or extensions,
as described below.
•
Agent IDs: If the hunt group is programmed to use ACD Agent IDs, each agent
is assigned an Agent ID number to enter during the login procedure (described on
the next page). The hunt group calls are routed to logged-in agents, according to
their Agent ID number instead of their extension number. Because the Agent ID
is not associated with any extension, the agent can use any endpoint in the system
to log in.
•
Members: If the hunt group is not programmed to use Agent IDs, it will have a
pre-programmed list of phones and will send calls to the phones where agents are
logged in.
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Logging In and Out of ACD Hunt Groups
Agents can log in to and out of the ACD hunt group at any time. While logged in, the
agent receives calls through the ACD hunt group. When the agent is logged out, calls
to that ACD hunt group bypass the agent.
To log in to all of your ACD hunt groups at once using the ACD Agent Login/
Logout feature code:
3
2
8
With or without the handset lifted, dial
and enter your Agent ID, if nec-
essary. The display shows AGENT LOGGED IN TO ALL ACDS, and you hear a
confirmation tone.
NOTE: This feature code acts as a toggle. If you were already logged in, the display
shows AGENT LOGGED OUT OF ALL ACDS, and you hear a confirmation tone.
To log in to one or more hunt groups using the ACD Agent Login feature code:
3
2
6
1. With or without the handset lifted, dial
. The display shows
AGENT LOGIN ACD NUMBER.
2. EITHER, Enter the desired ACD hunt group number.
OR, Press to log in to all of your ACD hunt groups at once. The display
#
shows AGENT LOGIN AGENT ID.
NOTE: If you entered an invalid hunt group number, the display shows NOT AN
ACD HUNT GROUP, and you hear repeating tones.
3. Do one of the following:
•
To log into ACD hunt groups using Agent IDs: Enter your Agent ID. The dis-
play shows AGENT LOGGED INTO ALL ACDS. You are logged into the
ACD hunt group using Agent IDs.
NOTE: If another Agent ID is already logged in at this endpoint, you hear
repeating tones, and the display shows DIFFERENT AGENT ID ALREADY
USED. You must have the other agent log out before you can use that end-
point.
•
To log into one or more ACD hunt groups not using Agent IDs: Press
The display shows AGENT LOGGED INTO ALL ACDS. You are logged
into the ACD hunt group that does not use Agent IDs.
.
#
If you were already logged in, the display shows ALREADY LOGGED INTO
<hunt group>.
If you are not a member of the entered hunt group, the display shows NOT AN
AGENT IN THIS HUNT GROUP, and you hear repeating tones. Start over.
4. Hang up if off-hook. Repeat this procedure to log into additional ACD groups, if
necessary.
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When you log in to a group, you may be automatically connected to a call after you
hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for
your hunt group and you are using a headset, you will be automatically connected. If
this option is not enabled for your hunt group, the call will ring until you answer it or
until it times out to another extension.
NOTE: Even if the ACD Agent ID Automatic Connect option is enabled, the first call
you receive (after you log in or remove your endpoint from DND while logged in) will
ring until you answer it. You will, however, be automatically connected to subsequent
calls.
To log out of one or more ACD hunt group:
3
2
8
1. EITHER, Dial
to log out of all of your ACD hunt groups at once.
The display shows AGENT LOGGED OUT OF ALL ACDS, and you hear a con-
firmation tone.
3
2
7
OR, With or without the handset lifted, dial
. One of the following
displays will appear:
•
If you were logged in to only one hunt group, the display shows AGENT
LOGGED OUT OF <hunt group>. The procedure is complete.
•
If you were logged in to more than one hunt group, the display shows
AGENT LOGOUT ACD NUMBER. Dial the extension number of the
desired ACD hunt group.
•
If you were not logged in to any hunt group, the display shows NOT
LOGGED INTO ANY ACD GROUP.
2. Hang up if off-hook.
Ending an ACD Hunt Group Call
Each time you end an ACD hunt group call, a wrap-up timer is started. Until this
timer expires, you will not receive another call through any ACD hunt group. You
can, however, end the wrap-up session before this timer expires, as described below.
To terminate the ACD Agent wrap-up period before the timer expires:
3
2
9
With the handset in the cradle, dial
.
NOTE: If you were not logged in to an ACD hunt group, the display shows CANNOT
ACCESS RESERVED FEATURE.
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Using UC
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Using UC Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Messages View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Call List View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Call Log View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Address Book View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Sorting Address Book Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Filtering Address Book Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Adding a Linked Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Call Routing View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Receiving New Message Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Receiving Status Change Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Receiving Incoming Call Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
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INTRODUCTION
In this section you’ll learn how to log on and off of Unified Communicator (UC) and
use UC views to access advanced endpoint features and presence management
options.
NOTE: Before you use UC on your Model 8690, you must create a UC account using
the Web Client, which is the primary UC client that runs on your PC desktop (see
page 83). In addition, some UC options can only be changed or implemented from the
Web Client. For information about using the Web Client, see the latest version of the
Unified Communicator User Guide.
LOGGING ON AND OFF OF UC
The client application is configured to start automatically when the endpoint powers
up. Although the client application may be running, you may not be logged on to UC
(as indicated with the system tray icon
). If the client application is not running,
you can launch it manually by navigating to My Computer\Mounted Volume\8690
Phone and then double-pressing 8690Phone.exe.
To log on to UC:
1. Press the system tray icon, then select Log on from the menu. If UC is not con-
figured to log on automatically, you are prompted for the following information:
a. Enter the Web Address that you use to access UC. The Web address is in the
format http://<UC Machine Name or IP Address>/uc. (It is the same address
you use to log on to UC from your Web Client on your PC.)
b. Enter your account Username. (This is the same username that you use to
log on to UC on your desktop PC.)
c. Enter your account Password. (This is the same password that you use to
log on to UC on your desktop PC.)
2. Enable the Automatically log on option if you would like to log on automatically
to UC without entering the Web address, username, and password information.
If this option is enabled, the application will not prompt you for Web address,
username and password information, unless you have not already provided it or
the logon fails.
3. Press OK in the upper, right corner of the dialog box.
NOTE: If you enter the wrong username/password on three consecutive attempts,
an error message appears, the logon dialog box closes, and you must attempt
another logon from the system tray menu.
To log off of UC:
Press the system tray icon, then select Log off from the menu. The UC view items on
the main interface are disabled.
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USING UC VIEWS
Model 8690.
Placing a Call
•
•
•
Search feature (page 85)
Redial feature (page 88)
Speed-Dial list (page 89)
You can also place a call from the following UC views:
•
•
•
Call Log (page 95)
Messages (page 90)
Address Book (page 99)
Changing Web Client Options
Before you begin using UC on your endpoint, note that some options must be
changed or implemented from the Web Client on your PC. These options include:
•
•
•
•
•
•
•
Synchronizing your Address Book
Editing your Favorites list (list of often-used feature codes)
Changing DND on a device
Changing Manual Forwarding on a device
Editing personal account information and preferences
Using Advanced Search
Adding, editing, and deleting the following:
— Devices
— Statuses
— Groups
— Call Routing Rules
— Greetings
— Speed-Dial buttons
NOTE: You cannot access the UC Web Client URL from your endpoint’s browser.
For instructions on using the Web Client on your desktop PC, see the latest version of
the Unified Communicator User Guide.
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UNIFIED COMMUNICATOR VIEW
The Unified Communicator view displays an icon of your current status next to your
current location in the upper-left portion of the screen. The
icon indicates that you
are available. The icon indicates that you are unavailable. On the right side of the
screen, there is a drop-down list that contains all of your saved status entries. You can
use this list to change your status to any of the saved status entries. In addition, you
can create a temporary status by pressing the
drop-down list.
icon located to the right of the
Changing Your Status
NOTE: You must use the Web Client to delete and edit your Status as well as to create
your new, permanent composite status. You can however, create a temporary status
using your endpoint.
You can change your UC status using the status drop-down box in the UC view next
to the composite status icon.
To change your status:
1. Press Unified Communicator on the endpoint display.
2. Select a status from the drop-down list next to the
icon. Your status icon
changes to reflect the selected status.
Creating a Temporary Status
There are times when you may not be able to create a new composite status with the
Web Client. For example, you may be going to a new location for a short time. In this
case, you can create a new temporary composite status for this location.
To create a temporary composite status:
1. Press Unified Communicator on the endpoint display.
2. Press
.
3. Select a status in the Temporary Status dialog box. Your choices are:
•
•
Available
Unavailable
4. Enter an extension number where you can be reached.
5. Press Create Status. Your status switches to the new temporary composite status,
and the temporary status is saved in the status drop-down list.
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Performing a Search
NOTE: You must use the Web Client to use the Advanced Search function.
ALSO: Unified Communicator will automatically try to eliminate duplicate results from
the search results list. If the search matches an account, as well as one or more
devices owned by the account, the search results only display the matching account.
The type-ahead search function allows you to search for contacts, accounts, or
devices. The search function searches the following contact fields:
•
•
•
•
•
•
•
first name
middle name
last name
company
device username
device description
device extension
Each search will match on the search text if it appears anywhere within one of the
above fields. For example, a search for “sc” would match on all of the following:
•
•
•
•
Contact with First Name: Scott
Contact with Last Name: Prescott
Contact with Middle Name: Rosco
Contact with Company: Bill’s Scooters
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Search results appear in a table under the following columns as you type:
•
Name: Indicates the type of contact displayed with an icon and the contact or
device name. If the contact is an account or a device in your address book, the
icon also indicates the current status. If the contact is an account or device that is
not in your address book, the icon indicates the result type, but it will indicate an
unknown status. The search area results may include one or more of the follow-
ing icons:
Account icons
Indicates that the status of the user is currently unknown. Press this icon
to retrieve a snapshot of the status. The snapshot reverts back to an
unknown state in approximately 30 seconds.
Indicates that a user is currently available.
Indicates that a user is currently unavailable.
Indicates that a user is currently on a call.
Device icons
Indicates that the DND status for the device is currently unknown. This
icon displays if the type-ahead results display a device that is not cur-
rently in your address book. Press this icon to retrieve the status. The
snapshot reverts back to an unknown state in approximately 30 seconds.
This icon can also appear when the node the device belongs to is down
or when the connection between UC and the CT Gateway is down.
Indicates that the DND status for the device is currently OFF.
Indicates that the DND status for the device is currently ON.
Indicates that the device is currently on a call.
Static contact icons
Indicates a simple contact in your address book. No status information
is available for this result type.
Indicates a simple company contact in your address book. No status
information is available for this result type.
•
•
Source: Indicates where the search result was found. The source may be one of
the following: address book, accounts, or devices.
Options: Pressing the
icon opens the Call dialog box. You can place a new
call or transfer the selected call in your Call List to this contact.
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To perform a search:
1. Press Unified Communicator on the endpoint display.
2. Press Search.
3. Use the Input Panel to enter search information by contact or device name or by
number.
4. When the search is complete, do any of the following:
•
To add the search result to the address book or speed-dial list:
a. Select the search result.
b. Press Add to Address Book or Add to Speed Dial. Adding a contact to
your speed dial-list automatically adds it to your address book.
•
To place a call: Press the
icon next to a contact to open a Call dialog box
that lists the telephone numbers for the contact. You can also double-press a
search result to open the place call dialog. This icon does not appear if no
telephone numbers exist (i.e., number field is blank). Select from any of the
following options:
— Press one of the numbers in the list to initiate a call to that number.
— Press Find Me to place a call to the account’s primary device, allowing
the account’s call routing rules to route the call to the appropriate loca-
tion. This option is only available if the contact is linked to an account,
and the account has at least one device associated with it.
— If the contact is linked to an account with at least one device, or if the
contact is linked to a device, there will be two additional options in the
popup menu: Voicemail and Leave Message. Press Voicemail to call the
voice mail of the given person/device. Press Leave Message to leave a
station message for the given person/device. If you leave a station mes-
sage, the station message is left at the current location, or it is left at the
primary device if the current location is not a UC device.
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Redialing a Number
The Redial feature displays the last five outgoing calls (from the call log) as buttons
containing information about the call. You can press one of the buttons to place a
return call.
To redial a number:
1. Press Unified Communicator on the endpoint display.
2. Press Redial. The Redial dialog box appears.
3. Press one of the five buttons in the list. The Call dialog box appears.
4. Select from any of the following options:
•
•
Press one of the numbers in the list to initiate a call to that number.
Press Find Me to place a call to the account’s primary device, allowing the
account’s call routing rules to route the call to the appropriate location. This
option is only available if the contact is linked to an account, and the account
has at least one device associated with it.
•
If the contact is linked to an account with at least one device, or if the contact
is linked to a device, there will be two additional options in the popup menu:
Voicemail and Leave Message. Press Voicemail to call the voice mail of the
given person/device. Press Leave Message to leave a station message for
the given person/device. If you leave a station message, the station message
is left at the current location, or it is left at the primary device if the current
location is not a UC device.
Running Feature Code Favorites
NOTE: You must use the Web Client to set up your Favorites list.
The Favorites button displays a list of feature code favorites for each device you own.
To run a feature code favorite:
1. Press Unified Communicator on the endpoint display.
2. Press Favorites. The Feature Code Favorites dialog box appears.
3. Press the feature code you want to run.
NOTE: Some feature codes may require additional input on the display.
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Working With the Speed-Dial List
If you have added contacts to your speed-dial list, the list is located below the Search,
Redial, and Favorites buttons (the location may vary depending on the display skin
used). The speed-dial list provides quick access to frequently called numbers and
shows the current status of accounts and devices.
switch to that page of buttons.
To add contacts to the speed-dial list, use one of the following options:
•
To use the address book, press an address book entry to select it, then press Add
To Speed Dial.
•
To use the type-ahead search, press a search results item to select it, then press
Add to Speed Dial. Refer to page 85 for information on the using the Search fea-
ture.
TIP: To select a range of items, activate the Input Panel (see page 13). Select the
first item in your list, press the SHIFT key on the Input Panel, then select the last
item in the list. You can also select one item, then press the CTRL key and select
additional items.
To delete speed-dial list buttons:
Use the Web Client from your desktop to delete speed-dial buttons from the speed-
dial list, or to add/edit the list directly.
To make a call using a speed-dial button:
1. Press Unified Communicator on the endpoint display.
2. Press a speed-dial button.
3. Select from any of the following options:
•
•
Press one of the numbers in the list to initiate a call to that number.
Press Find Me to place a call to the account’s primary device, allowing the
account’s call routing rules to route the call to the appropriate location. This
option is only available if the contact is linked to an account, and the account
has at least one device associated with it.
•
If the contact is linked to an account with at least one device, or if the contact
is linked to a device, there will be two additional options in the popup menu:
Voicemail and Leave Message. Press Voicemail to call the voice mail of the
given person/device. Press Leave Message to leave a station message for
the given person/device. If you leave a station message, the station message
is left at the current location, or it is left at the primary device if the current
location is not a UC device.
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MESSAGES VIEW
The Messages view displays a list of voice mail, station, and system messages. Addi-
tional details are provided when pressing
The messages are listed in a table containing the following columns:
.
•
From: Specifies the message type. This column also indicates the number (and
the name, when available) of the caller that left the station or voice mail message.
If the message is a system message, this column displays the message.
•
•
•
Mailbox: Indicates the mailbox where the voice mail message was left.
Number: Indicates the number of voice mail messages left in the mailbox.
Options: Contains icons allowing access to voice mail, station, or system mes-
sages.
To check voice mail, station, or system messages:
Press Messages on the endpoint display. The actions you take depend on the message
type. Message types include the following:
Station Message: Press the
icon next to a station message to place a
call to the person that left the station message, or double-press the sta-
tion message to place the call.
Voice Mail Message: Press the
icon next to a voice mail message to
place a call to your voice mail system, or double-press the voice mail
message to place the call.
System Message: Press the
system message text. You can also select the
icon to open a dialog box showing the
button below the
message list to open a dialog box displaying the complete system mes-
sage text.
To delete station or system messages:
1. Press Messages on the endpoint display.
2. Select one or more station or system messages, then press Delete.
NOTE: You can only delete voice mail messages using the voice mail system.
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CALL LIST VIEW
The Call List view displays a list of your current calls. These include calls that are
ringing, connected, or holding. The Call List view automatically appears any time you
place or receive a call and remain active until you navigate to a different view. When
the last call in the list ends, the previous view is displayed. You cannot sort the call
list. The call list shows all call activity for every device you own (in addition to the
Model 8690).
If an incoming caller is positively identified, a Caller ID icon ( )appears next to the
caller’s name. This indicates the caller was positively identified and the call followed
any routing rules you may have set up for the caller. Calls are displayed under three
columns:
•
State: Indicates the current call state. Call states include the following:
Indicates a call that is currently in the dialing stage.
Indicates an incoming ringing call. Double-press to answer.
Indicates an outgoing ringing call.
Indicates a connected call.
Indicates a muted, connected call.
Indicates a connected conference call.
A combination of these two icons indicates a muted, connected
conference call.
Indicates a call you placed on hold. Double-press to answer.
Indicates you are currently holding for a connected call.
Indicates a call in an error state. The most common example is a call
you place to an endpoint that is in DND. When this occurs, you hear a
fast busy tone for approximately one minute before the call terminates.
During this time, the call is displayed in the call list where you can ter-
minate the call earlier if desired.
Indicates that group listen is currently enabled on the call.
Indicates that the given call is currently being recorded.
•
Name: Indicates the name of the party on the other end of the call. A name is
only displayed if it is known. Next to the name, the
Caller ID.
icon indicates positive
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•
•
Number: Indicates the number (if known) of the party on the other end of the
call.
Call Control Buttons: Below the call list, buttons appear that allow you to con-
trol the selected call(s). If you select a call from the call list, the state of the call
include:
Places the selected call on hold. This button is only present if the
selected call is in a connected state.
call is an incoming ringing call or if the call is on hold.
Transfers the selected call. Refer to page 93 for more information
about transferring a call.
Toggles the Mute feature on and off for the selected call. You can
tell whether or not the selected call is currently muted based on the
icon displayed in the state column (see page 91). If your current
active call is muted, the Mute button on the dialpad is shown in a
selected state. Depending on the skin you are using, the button may
appear with a lamp next to it, or it may appear highlighted.
Toggles the Record-A-Call feature on or off for the selected call.
You can tell whether or not the selected call is currently being
recorded based on the icon in the state column (see page 91). After
the call is recorded, it is sent to your voice mail. If you have
selected the option to receive message alerts, a popup message
indicates the mailbox number.
Ends the call.
Deletes the selected item from the list.
Displays detailed information for the selected item in the list.
NOTE: Call Control buttons are displayed based on the features that are enabled on
the system and the state of the displayed call. The operating mode of the endpoint dic-
tates which features are supported. For example, if the Record-A-Call feature is not
enabled,
is not displayed. Similarly, if the call is in a state that does not sup-
is not displayed.
port the Record-A-Call feature (i.e., on hold),
When UC receives a call from a number that it cannot match to a contact in the
address book, it uses positive Caller ID to try to identify the caller. If the caller is
identified as a contact in your address book, a wizard automatically launches after you
answer the call to allow you to save the new number for the contact.
The following instructions are for common tasks that you can perform using the Call
List view.
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To save a new telephone number for an identified contact:
1. Select the contact type to associate with the number (e.g., Mobile, Home, etc.).
2. Press OK to store the number or Cancel to cancel.
3. Select the check box if you do not want to be prompted to save telephone numbers
in the future. You can also set this preference by navigating to My Account on the
Web Client.
To place a call on hold:
1. Select the call you want to place on hold.
2. Press
The icon indicates that a call is on hold. To answer a call on hold, press
To transfer a call using
1. Select the call you want to transfer.
2. Press
3. To transfer to a number: Enter the digits and press OK to transfer the call.
.
.
:
.
To search for the party to which you want to transfer: Press the Search button.
Your cursor is placed in the type-ahead search box. Type the name of the person to
which you want to transfer the call. The search results include a transfer icon
(
) in the features column. Press the icon to transfer the call to that person.
To transfer a call using a type-ahead search:
1. Select the call you want to transfer.
2. Go directly to the type-ahead search and search for a person.
3. Press
next to the search result to transfer the call to that person.
To mute a call:
1. Select the call you want to mute.
2. Press
.
NOTE: The
and press
icon indicates that a call is muted. To unmute a call, select the call
.
To record a call:
1. Select the call you want to record.
2. Press
To stop recording the call, select the call and press
.
.
NOTE: Recorded calls are saved in voice mail. When you record a call, a voice mail
message icon indicates that you have a new voice mail message, and a voice mail indi-
cation appears on your endpoint. If you have chosen to receive message alerts, you
also receive a message alert.
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To create a conference call, use one of the following options:
•
To conference selected or holding calls: Select two or more connected or holding
calls in your call list. Press
To conference all calls: With one call selected, press
.
•
.
The selected connected and/or holding calls disappear from your call list, and a new
conference call appears.
NOTE:
is only present if you have two or more calls in your call list that can
be conferenced. The conference call displays as a single call in the call list indicated
with CONFERENCE. Each conference member is displayed under the call by name (if
available) or by number.
To drop a party from a conference call:
Press the
icon next to the name of the person, or select the name of the person you
want to drop from the conference, and then press
in the call list of the conference originator.
. This option is only visible
To end a conference call:
Select the call and press
.
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CALL LOG VIEW
The Call Log view allows you to view a history of your recent calls. For each call,
you can view call details such as the call type, date and time of the call, and the name
and number of the person that called. If a call in the log was from another UC account
or device, the current account/device status is also displayed. You can return a call
directly from the call log, and you can add a call log entry to your address book.
The main call log screen displays the date and time of the call, the name and number
of the called party and the call result. Additional details are provided when pressing
.
Call Log Main Screen
The call log main screen displays the following information:
•
Date/Time:
Indicates an incoming call was answered.
Indicates an incoming call was missed.
Indicates an incoming call was transferred to another destination.
Indicates an incoming call went to voice mail.
Indicates an outgoing call was answered.
Indicates an outgoing call was not answered.
Indicates an outgoing call was transferred to another destination.
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•
Name/Number: Displays the name and number of the caller or called party (if
available). If the name/number is not recognized, UC indicates that the called
party/caller is unknown. If the caller is a device or account (or a contact linked to
a device or account), this column also displays the caller’s current status as an
icon. If the caller exists in your address book, the caller’s current status is always
displayed and is updated in real time as the status changes. The status icon can be
one of the following:
Indicates that the status of the user is currently unknown. Press this icon
to retrieve a snapshot of the status. The snapshot reverts back to an
unknown state in approximately 30 seconds.
Indicates that a user is currently available.
Indicates that a user is currently unavailable.
Indicates that a user is currently on a call.
Indicates that the DND status for the device is currently unknown. This
icon displays if the type-ahead results display a device that is not cur-
rently in your address book. Press this icon to retrieve the status. The
snapshot reverts back to an unknown state in approximately 30 seconds.
This icon can also appear when the node the device belongs to is down
or when the connection between UC and the CT Gateway is down.
Indicates that the DND status for the device is currently OFF.
Indicates that the DND status for the device is currently ON.
Indicates that the device is currently on a call.
Indicates a call log entry that is neither a device or account. The pres-
ence of this icon does not necessarily indicate that the given name/num-
ber corresponds to an entry in your address book.
•
Result: Indicates the call result as any of the following:
— Missed: Indicates the incoming call was not answered.
— Answered: Indicates the called party answered the call.
— Answered at: Indicates the incoming call was answered at the specified
endpoint.
— Unanswered: Indicates the outgoing call was not answered.
— Voice mail: Indicates the call went to your voice mailbox.
— Transferred to <number>: Indicates the call was transferred
To sort the call log:
1. Press Call Log on the endpoint display.
2. Press any of the call log columns to sort the call log by date and time, name and
number, or call result.
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To return a call:
1. Press Call Log on the endpoint display.
2. Double-press the endpoint icon next to the entry.
3. Select from any of the following options:
•
•
Press one of the numbers in the list to initiate a call to that number.
Press Find Me to place a call to the account’s primary device, allowing the
account’s call routing rules to route the call to the appropriate location. This
option is only available if the contact is linked to an account, and the account
has at least one device associated with it.
•
If the contact is linked to an account with at least one device, or if the contact
is linked to a device, there will be two additional options in the popup menu:
Voicemail and Leave Message. Press Voicemail to call the voice mail of the
given person/device. Press Leave Message to leave a station message for
the given person/device. If you leave a station message, the station message
is left at the current location, or it is left at the primary device if the current
location is not a UC device.
To add a call log entry to the address book:
1. Press Call Log on the endpoint display.
2. Select one or more entries containing a name or number, then press Add to
Address Book. The entry is added to your Address Book.
NOTE: Call log entries without a name or number are ignored.
To delete a call log entry:
1. Press Call Log on the endpoint display.
2. Select one or more call entries and then press Delete. The entry is deleted from the
list.
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Call Details Dialog Box
•
Type: Displays the call type (incoming or outgoing) with an icon (see page 95)
and text.
•
•
Date/Time: Displays the date and time the call came in.
Name/Number: Displays the name/number of the caller/called party. An icon
indicates the current contact status if the entry corresponds to an account or a
device. See page 96 for a description of the icons. For an account, the current
composite status is displayed. For a device, the current DND status is displayed.
If the entry does not correspond to an account or a device, the status is unknown.
This status is simply a snapshot and does not update in real time.
•
•
Result: Displays the call result, as discussed on page 96.
Call Steps: Displays every step the call went through before it terminated. Each
step indicates the date and time at which the step occurred, the action the step
took (e.g., CONNECTED), and the number of the other party involved (if appli-
cable).
To view call details:
Select the entry from the call log and press
.
To return or delete a call from the call log details dialog box:
1. Press Call Log on the endpoint display.
2. Select the entry, then press
.
3. Select any of the following options:
•
Call: Opens the Call dialog box allowing you to place the call, leave a sta-
tion message, or go directly to the voice mail system for the party you want
to call.
•
•
Delete: Removes the entry from the call log.
Close: Closes the dialog box and returns to the call log.
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ADDRESS BOOK VIEW
NOTE: You must use the Web Client to Synchronize your UC Address Book and to
add, edit, and delete Groups.
The Address Book view is where you store and work with your contact information.
The address book stores two types of contacts: static and linked. Linked contacts are
associated with an account or device on the telephone system, and display a real-time
status. Static contacts contain information about a person or company you manually
added to the address book. Static contacts are not linked to an account or device and
do not display status.
Contacts are displayed in a scrollable table under the columns, Name, Status, and
Options. You can sort, filter, edit, call, check the status of, or simply view address
book information.
Sorting Address Book Contacts
The Address Book table allows you to sort your contacts using the Name and Status
column headings.
To sort Address Book contacts:
1. Press Address Book on the endpoint display. You can sort the address book by
the following columns:
•
•
Name: Lists contacts as [Last Name, First Name].
Status: Displays current status information for the contact. The information
displayed depends on the type of result as follows:
— Linked Account: Displays the current status icon for the user.
— Linked Device: Displays the current DND status for the device.
NOTE: An additional column displays the endpoint icon to call a contact. This
column cannot be sorted.
2. Press either of the column names to sort the contacts in the table. Pressing the
same column name again sorts the data in the opposite direction (ascending/
descending order).
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Filtering Address Book Contacts
The tabs located along the bottom of the Address Book table allow you to filter con-
tacts.
To filter the contact list:
1. Press Address Book on the endpoint display.
2. Filter the address book contacts, using either or both of the following methods:
•
•
Press the following tabs to filter a subset of your contacts:
— #: Filters contacts to display only those names that start with non-alpha-
betic characters.
— ABC through YZ: Filters contacts by the selected letter(s).
— ALL: Displays all contacts in the address book.
Press the Group drop-down selection list to filter the address book by group.
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To check contact status:
1. Press Address Book on the endpoint display.
NOTE: The Status column displays the real-time status for the contact. Simple
contacts (contacts that are not linked to an account or device on the system) will
not display a status.
Contacts linked to system accounts and devices can display one or more of the fol-
lowing icons:
Indicates that the status of the user is currently unknown. Press this icon
to retrieve a snapshot of the status. The snapshot reverts back to an
unknown state in approximately 30 seconds.
Indicates that a user is currently available.
Indicates that a user is currently unavailable.
Indicates that a user is currently on a call.
Indicates that the DND status for the device is currently unknown. This
icon displays if the type-ahead results display a device that is not cur-
rently in your address book. Press this icon to retrieve the status. The
snapshot reverts back to an unknown state in approximately 30 seconds.
This icon can also appear when the node the device belongs to is down
or when the connection between UC and the CT Gateway is down.
Indicates that the DND status for the device is currently OFF.
Indicates that the DND status for the device is currently ON.
Indicates that the device is currently on a call.
Indicates a call log entry that is neither a device nor account. The pres-
ence of this icon does not necessarily indicate that the given name/num-
ber corresponds to an entry in your address book.
Indicates a simple company contact.
2. Check the Status column for text information about the current account or device
status.
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tacts have been added.)
2. Press Add Contact.
3. Enter the following information for this contact:
•
•
•
Name (see page 104)
Home (see page 105)
4. Press OK. The information is saved for your address book, only and the newly
added simple contact appears in the address book.
NOTE: Filling out only the Work tab Company field results in adding a simple com-
pany contact. The icon changes from a simple contact icon
to this icon
.
5. Repeat steps 2 - 4 to add more simple contacts.
TIP: You can add your system’s voice mail extension as a contact and add it to your
speed-dial buttons for quick access to voice mail.
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Adding a Linked Contact
A linked contact is connected to a UC account or device in the system. Like simple
contacts, linked contacts also store contact information. Unlike simple contacts,
linked contacts also display real-time status information for the account or device to
which they are linked.
To add a linked contact, either use the type-ahead search (see page 85) or the call log
main screen (see page 95).
To add a linked contact:
1. Press Unified Communicator on the interface, then press Search.
2. Enter the first few characters of the contact using the Input Panel. (You can also
enter the entire contact name or device extension.)
3. If there are too many results, enter additional characters to refine the search. The
search results include all matching contacts in your address book, all matching
users, and all matching devices in the system. The search function automatically
tries to eliminate duplicate results from the list. If the search matches an account,
as well as one or more devices owned by the account, then the search results will
only display the matching account.
TIP: To select a range of items, activate the Input Panel (see page 13). Select the
first item in your list, press the SHIFT key on the Input Panel, then select the last
item in the list. You can also select one item, then press the CTRL key and select
additional items.
4. Press Add to Address Book. The selected items are added as linked accounts and
linked devices respectively.
and to the address book.
5. Repeat steps 1-4 to add additional linked contacts.
To delete a contact from your address book:
1. Press Address Book on the interface. The address book with your contact infor-
mation appears.
2. Select a contact and press Delete. See the tip following step 3. for information on
how to select a range of items.
NOTE: Removing a contact from the address book also removes it from the
speed-dial list.
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To access and edit address book contact information:
1. Press Address Book on the interface. The Address Book view appears.
2. Press the contact you want to edit, then press Edit. You can also double-press the
contact to enter edit mode.
NOTE: This panel provides full access to all of the contact information as it
appears in the database. To edit your personal information, use the Web Client
from your PC.
3. Change the information in the following tabs:
•
Name: Includes the following fields:
— First, Middle, and Last (64-character limit)
— E-mail addresses: Displays a list of all the contact’s e-mail addresses
(256-character limit).
NOTE: Press Add to add an e-mail entry to the list. Select an entry and
press Edit to change an entry in the list, or press Delete to remove the entry
from the list. Selecting an entry and pressing Make Primary will move that
entry to the top of the list and make it the primary E-mail address. Some con-
®
tact managers such as Microsoft Outlook distinguish between the primary
and secondary E-mail addresses.
— Notes: Allows you to add comments for the contact (4096-character
limit).
— Make contact private: Select this option to mark the selected contact as
private. Private contacts are only visible in your address book. They are
not visible to other users or administrators.
•
Work: Includes the following fields:
— Company (64-character limit)
— Title (64-character limit)
— Department (64-character limit)
— Work Street Address (64-character limit)
— Work Primary Phone (64-character limit)
— Work Secondary Phone (64-character limit
— Work Mobile Number (64-character limit)
— Work Fax Number (64-character limit)
— Work IP Phone (64-character limit)
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— Work Pager Number (64-character limit)
— Work Pager Number (64-character limit)
— Work Web Page (2048-character limit)
NOTE: Include http:// in the Work Web Page address.
•
Home: Includes the following fields:
— Home Street Address (64-character limit)
— Home Primary Phone (64-character limit)
— Home Secondary Phone (64-character limit)
— Home Mobile Number (64-character limit)
— Home Fax Number (64-character limit)
— Home Pager Number (64-character limit)
— Home IP Phone (64-character limit)
— Home Web Page (2048-character limit)
NOTE: Include http:// in the Home Web Page address.
4. Press OK.
To place a call from the Address Book view:
1. Press Address Book on the endpoint interface.
2. Press the
icon next to a contact to open a place call dialog box listing the tele-
phone numbers for the contact. This icon does not appear if no numbers exist (i.e.,
the telephone number field was left blank). Select from any of the following
options:
•
•
Press one of the numbers in the list to initiate a call to that number.
Press Find Me to place a call to the account’s primary device, allowing the
account’s call routing rules to route the call to the appropriate location. This
option is only available if the contact is linked to an account, and the account
has at least one device associated with it.
•
If the contact is linked to an account with at least one device, or if the contact
is linked to a device, there will be two additional options in the popup menu:
Voicemail and Leave Message. Press Voicemail to call the voice mail of the
given person/device. Press Leave Message to leave a station message for
the given person/device. If you leave a station message, the station message
is left at the current location, or it is left at the primary device if the current
location is not a UC device.
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CALL ROUTING VIEW
NOTE: You must use the Web Client to set up your Call Routing rules and to create
Greetings.
The Call Routing view allows you to view and enable or disable the call routing rules
you created on your PC desktop using the UC Web Client. To enable call routing,
select the Enable call routing option under the displayed call routing rules.
To view call routing rules:
2. To expand a rule and view rule steps: Press the + sign next to the rule.
To enable or disable a rule: Press the icon next to the rule. A green-filled radio
button ( ) indicates an enabled rule. A red-filled square button ( ) indicates a
disabled rule. Press the icon in this column to enable/disable the individual rule.
The client application has an option to display alerts for new messages, status
changes, and incoming calls while logged in to UC. This option is set on the Behavior
tab of the Options dialog box (see page 32). An alert consists of a small window con-
taining information, and sometimes buttons, which appears on the screen and allows
you to perform a related action. The alert remains on the screen for a few seconds,
and then scrolls off the screen and disappears. If you want to close the alert window
immediately, press the “X” in the upper right corner of the alert window.
NOTE: You will only receive alerts while your endpoint is logged on to UC.
Receiving New Message Alerts
This alert appears when you receive a new station or voice mail message on any of
your devices in your UC account. This alert indicates the message type received,
which can be one of the following:
•
If it is a station message: The alert indicates who left the message and includes a
button you can press to place a return call to that person.
•
If it is a voice mail message: The alert indicates the mailbox where the message
was delivered and includes a button you can press to call the mailbox to retrieve
the message.
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Receiving Status Change Alerts
The Status Change alert appears any time a status of someone in your UC speed-dial
list changes. The alert information differs as follows:
•
If the contact in your speed-dial list is a device: The alert indicates the person
whose status changed and the new DND status of the device.
•
If the contact in your speed-dial list is an account: The alert indicates the person
whose status changed and the account’s new status description.
NOTE: The alert also includes a button you can press to place a call to the person
whose status has changed.
Receiving Incoming Call Alerts
The Incoming Call alert appears any time your endpoint receives an incoming call.
The alert indicates the caller ID (if available) and includes buttons you can press to
answer the call or to send the call to the voice mail of your primary device. You can
configure your primary device on the Devices view of the Web Client on your PC.
NOTE: UC searches your address book for a match in addition to using Caller ID infor-
mation to determine the true identity of the caller.
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SECTION CONTENTS
PAGE
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . 110
Frequently Asked Questions (FAQs). . . . . . . . . . . . . . . . . . . . . . . . . . 111
Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
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INTRODUCTION
If you want to know more about your endpoint and voice mail system, this is the sec-
tion for you. With additional information and FAQs, you should be able to find
answers to most of your questions.
NOTE: Because the telephone system is very flexible and programmable, the proce-
dures for using the features might vary slightly from the descriptions in this guide. If so,
your trainer or system administrator can tell you how your system differs and how to
use the features.
WHAT THE ADMINISTRATORS CAN DO FOR YOU
The administrators are the people to whom you should turn if you have any problems
with your endpoint and/or voice mail. They have access to advanced programming
features and can reset certain settings associated with your endpoint.
The types of administrators that can help you with your endpoint/voice mail are as
follows:
•
System Administrator: Performs certain telephone system functions, including:
— Setting the date and time
— Programming System Speed-Dial numbers
— Making database changes, such as programming usernames, toll restriction,
DND messages, and extension numbers
•
Voice Mail Administrator: Performs tasks associated with the voice mail sys-
tem, including:
— Recording a broadcast message that is sent to all mailboxes at once
— Performing mailbox maintenance (such as changing your password)
— Customizing voice mail prompts
NOTE: For problems that are network- or Internet-related, consult your network admin-
istrator.
If you are an administrator and need additional information that is not available in this
guide, refer to one of the following documents:
Model 8690 Administrators: Model 8690 Administrator’s Guide (part no. 550.8120).
System/Voice Mail Administrators: Axxess Administrator’s Guide (part no.
550.8001).
Network Administrators: IP Devices Installation Manual (part no. 835.2195).
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FREQUENTLY ASKED QUESTIONS (FAQS)
This section includes some of the most frequently asked questions. If you have prob-
lems with your endpoint or voice mailbox, refer to this section before you contact the
appropriate administrator or your local Inter-Tel dealer.
Q1.
A1.
How do I program System Speed-Dial numbers?
Only your system administrator can program System Speed-Dial numbers. You can,
however, program up to ten Station Speed-Dial numbers without UC (see page 67), or
add an unlimited number of contacts to your Speed-Dial list with UC (see page 89).
Q2.
A2.
How do I change the time and date on my endpoint?
Only your system administrator can change the time and date. Please contact your
Q3.
A3.
How can I retrieve messages if I do not know the password for my voice mail?
Try using your extension number, which is your default password. Or, maybe you do
is all you need to do. If these
#
the password for you. You can then retrieve your messages and reset the password, if
desired (see page 62).
Q4.
A4.
Why can’t I retrieve deleted messages?
Voice mail may have erased your message. After a programmed amount of time has
lapsed, up to 24 hours, voice mail automatically erases all deleted messages (see
page 53). If you attempted to undelete a voice mail message within this time frame
but you were still unsuccessful, your voice mail system may not have sufficient space
programmed to store deleted messages.
Q5.
A5.
How can I set the number of rings that are allowed before the call is sent to voice
mail?
Only your system administrator can change the number of rings.
Q6.
A6.
How can I change the name displayed on my endpoint?
Only your system administrator can change the usernames assigned to extensions.
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Q7.
A7.
Why don’t the local telephone company star codes (i.e.*82, *69, etc.) work when I
8
press the Outgoing button or use the Outgoing Call feature code (
by default) to
call an outside number?
8
Rather than pressing the Outgoing button or
to access an outside line, you must
dial a Select Line Group number before you can use the star codes. For example, if
your system is using the default Select Line Group numbers, dial 92001 to access that
line. Once you have dial tone, you can dial the star code and the number.
Q8.
A8.
Why can’t I use one of the features described in this guide?
Ask your system administrator what mode your endpoint is operating in. You can only
use the features that are supported by the operating mode that your endpoint is using.
If your endpoint is operating in another mode, request the proper user guide from your
system administrator.
Q9.
A9.
Why can’t I use the Agent Help or Record-a-Call features?
If your endpoint is configured to use peer-to-peer (P2P) audio, you will not be able to
use the Agent Help and Record-A-Call features when you are on a P2P call. To deter-
mine if your endpoint is configured to use P2P audio, consult your network adminis-
trator.
Q10.
A10.
What happened to the skin and custom ring I saved?
The preferences that you save, like skin and custom ring, are only used when the end-
point is in the state (logged on or off UC) that it was in when you set these prefer-
ences. The Model 8690 allows you to save two sets of preferences that are stored
locally on the endpoint. For example, if you log into UC and save a custom ring and
skin to use with your UC account, the skin and custom ring will only be available
when you are logged in to UC.
Q11.
A11.
Can I store applications and data on my endpoint?
The Mounted Volume folder is the only location on the endpoint where data and files
persist across power loss and resets. Although you can store a small amount of data
on the endpoint, it is strongly suggested that you store applications and data on an
accessible storage device such as a Compact Flash memory card or your desktop PC.
Q12.
A12.
Why do the views change when my endpoint is logged on to UC and there is call
activity on my endpoint?
When you are logged on to UC, the Model 8690 automatically displays the most
appropriate view based on the current activity. For example, if your endpoint is
logged on to UC and the dialpad and display are showing, an incoming call will trig-
ger UC to display the Call List view. The Call List view allows you to see who is cur-
rently calling, and also allows you to use the Call Control buttons to take action on
the call. When the call is no longer active, the original view is restored.
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Q13.
A13.
When I set my preferences using the Options dialog box, I opted to use large icons.
Because the large icons and text take up so much area in the tables that display the
information, how can I see all of the information that is displayed?
The large fonts option (see page 32) increases the size of the text and icons when the
information is presented in a table format such as the Address Book view, Call List
view, etc. However, the overall size of the table remains the same whether you use
large fonts or not. Therefore, large fonts will take up more table area and reduce the
amount of information that you can view in the table at one time. To view additional
information when using large fonts, you can scroll to the information using the verti-
cal and horizontal scroll bars. If you notice that some of the information is cut off,
you can resize the column by moving the column bar in the heading to the right or the
left.
Q14.
A14.
If I need further assistance, how do I get technical support?
First, contact the appropriate administrator (system, voice mail, or network) if you
have a question that is not covered in this user guide. If you need further assistance,
contact your local authorized Inter-Tel dealer. Dealers can be located using the Inter-
Tel Web site at www.inter-tel.com. All Inter-Tel sales, service, and support are han-
dled at the local level.
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DEFAULT FEATURE CODES
The following table lists the default feature codes for the telephone system. Check
with your system administrator to see if the feature codes used in your system have
been changed. Use the blank spaces below to enter custom feature codes, if necessary.
OUTSIDE LINE ACCESS CODES
ACCESS CODE NAME
ACCESS CODE
NEW CODE
Select Line Group 1-208
Automatic Route Selection
Emergency Call
92001-92208
92000
911
8
Outgoing Call
EXTENSION NUMBERS
EXTENSION NAME
EXTENSION NUMBER
NEW NUMBER
Endpoint Extensions
Hunt Groups
1000-1999
2000-2299
0
Attendant
GENERAL FEATURE CODES
FEATURE NAME
Account Code – Following Calls
Account Code – Optional
ACD Agent Log In
FEATURE CODE
391
390
326
327
328
329
375
376
351
361
360
350
313
355
357
356
358
5
NEW CODE
ACD Agent Log Out
ACD Agent Log In/Out
ACD Agent Wrap-Up Terminate
Agent Help Request
Agent Help Reject
Answer (Ringing Call)
Automatic Intercom Access On/Off
Automatic Line Access On/Off
Automatic Line Answer
Background Music On/Off
Call Forward All Calls
Call Forward If Busy
Call Forward If No Answer
Call Forward No Answer/Busy
Conference
Default Station
394
307
300
370
371
372
373
Directory
Display Time And Date
Do-Not-Disturb
Do-Not-Disturb Cancel
Do-Not-Disturb On/Off
Do-Not-Disturb Override
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GENERAL FEATURE CODES (CONTINUED)
FEATURE NAME
FEATURE CODE
NEW CODE
Group Listen
312
319
315
316
317
336
335
330
322
323
324
365
366
368
Handsfree On/Off
Headset On
Headset Off
Headset On/Off
Hold – Individual
Hold – System
Hookflash
Hunt Group Remove
Hunt Group Replace
Hunt Group Remove/Replace
Message
Message – Cancel Message Left
Message – Cancel Message On End-
point
Message – Silent
367
314
7
Microphone Mute On/Off
Page
Page Receive On/Off
Program Station Password
Queue (Callback Request)
Record-A-Call
325
392
6
385
380
331
305
306
359
4
Redial
Redirect Call
Reminder Message
Reminder Message Cancel
Remote Programming
Reverse Transfer (Call Pick-Up)
Ring Intercom Always On/Off
Ring Tone Selection
Routing Off
377
398
304
382
383
352
353
354
381
346
345
Station Speed Dial
Station Speed-Dial Programming
System Forward Enable
System Forward Disable
System Forward On/Off
System Speed Dial
Transfer To Hold
Transfer To Ring
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NOTES
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Index
feature 7, 11
7
A
Abbreviations
About Tab 34
About This Guide
About Your Endpoint
8
Accessing Your Endpoint 76
Account Codes 71
Call Control Buttons 92
Account Icons 86
ACD Hunt Groups 78
ActiveSync
4
main screen 95
Adding a Linked Contact 103
Adding Simple Contacts 102
Address Book
Call State 91
view 99
Address Book View 99, 105
Administrator
making conference 46
network 110
system 110
voice mail 110
Administrators 110
Advanced Options 35
Agent Help 77
Agent IDs 78
Canceling
call forward request 49
callback requests 41
DND 57
Alternate Greeting 23
Answering Calls 44
Appearance Tab 32
messages 20
Automatic Call Answer 62
Automatic System Forwarding 50
Available status 84
queue requests 43
Record-A-Call 69
unheard messages 55
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Changing
message envelope 63
personal greeting 23
transfer method 64
paging 70
volume levels 60
your status 84
Checking Messages 90
Compact Flash (CF) Port
Distributing Calls 78
Contacts
accessing and editing 105
adding linked 103
E-mail addresses 104
simple, adding 102
D
Defaults 62
Deleting Messages 90
paging 70
Dial Tone 16
Dialing Options 43
Dialpad Buttons
Directories
outside 43
search 74
Endpoint Basics 18
Endpoint Configuration 60
Endpoint Idle 16, 29
using 72
Entering Account Codes 71
Erasing Station Speed-Dial Numbers 68
Exiting a Conference 46
voice mail 74
Disabling
account codes 71
External Microphone Jack
External Speaker Jack
4
automatic call answer 62
4
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transfer 93
F
Favorites 88
Upgrades 38
Fax Destination Number 64
Features
account codes 71
agent help 77
conference 46
do-not-disturb 56
handsfree 42
hold 45
hookflash 71
hunt groups 78
individual hold 45
manual forwarding 49
mute 19
paging 70
queue 41
record-a-call 69
redial 51
redirect 50
Inter-Tel Protocol Mode
2
reverse transfer 48
ring tone selection 61
system forwarding 50
transfer 47
3
3
UC
alerts 106
call log 95
call routing 106
conference 94
feature code favorites 88
mute 93
LEDs (Light Emitting Diodes
Light Emitting Diodes (LEDs)
Linked Contact 103
adding 103
4
4
deleting 103
recording a call 93
redial 88
search 85
editing 104
Liquid Crystal Display (LCD)
Listening to Messages 51
3
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Log Off 82
Log On 82
Off-Hook 16
Operating Mode
Logging In and Out of ACD Hunt Groups 79
M
Mailbox 15
calls 43
Making
pages 70
Manual Call Forwarding 49
Members, Hunt Group 78
Menu
9
Menu Buttons
Message
7
default 22
button 20
count 25
envelope 63
search order 65
Messages
station 90
Personal Data Assistant (PDA)
system 90
voice mail 90
Microphone 3, 46
conference calls 46
Model 8690 (Photo)
3
Model 8690 Guidelines 17
Modes
Primary Greeting 23
Programming
Muting the Microphone 46
date and time notification 66
fax destination 64
N
feature buttons 71
Navigation Buttons 7, 10
Network Administrator 110
Non-Handsfree Calls 42
Number of Messages 25
Numeric Mode 16, 73
remote feature access 75
remote messaging 65
ring intercom always 41
station speed-dial numbers 67
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Q
R
Receiving
outside calls 44
Record-A-Call 69
Recording
personal greetings 23
Recording a Call 93
Redial 88
Redialing a Number 51, 88
Remote Messaging 25
button 89
Retrieving Messages 21
filtering address book contacts 99, 100
Returning a Call 97
Returning to a Call 45
S
hold 45
Saving Identified Contacts 93
Saving the Last Number Dialed 51
Saving Volume Levels 60
Screening Calls 72
memory and storage 13
registry 14
speed dial 68
tray 10
Search Order 65
tray icon 10, 82
tray menu 31
Searching in the Directories 74
Secure Digital (SD) Port
4
System Forwarding 50
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T
Taskbar 12
Technical Support 113
Telephone Directory 72
Telephone Interface
Temporary Status 84
V
Terminating the ACD Agent Call 80
Timers 49, 80
Viewing Call Details 98
Touch Screen Backlight 16, 29
Type-Ahead Search 93
U
UC
elements 10
views 10
Voice Mail Basics 22
Voice Mail Messages 51
UC Views 10
Undeleting Messages 53
Unified Communicator View 84
Universal Serial Bus (USB) Client
Universal Serial Bus (USB) Host
USB
client
devices
host
Using
4
5
4
account codes 71
defaults 62
What You See and Hear
6
directories 72
Working in Hunt Groups 77
Working with the Speed-Dial List 89
Wrap-Up Timer 80
do-not-disturb mode 56
headset 20, 21
message button 20
mute feature 19
record-a-call 69
reminder messages 57
Z
Zones, Page 70
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VOICE MAIL FLOWCHART
#
NOTE: At any menu level, you can press
to cancel or return to the previous menu or press
to accept.
LISTENING TO MESSAGES
While the message is playing:
ACCESSING YOUR MAILBOX
PERSONAL OPTIONS
•
•
EITHER, Press the Mes-
sage button to respond to a
message from voice mail.
OR, Call the voice mail
extension number, press
, and enter your mailbox
number.
1
Back Up
1
Record Greeting
2
3
4
5
6
7
9
#
Pause
1
2
3
Primary Greeting
Alternate Greeting
System Greeting
Move Forward
Lower the Volume
Play the Envelope
Increase the Volume
Save the Message
Delete the Message
Skip to the End
Enter your password and
Also see Recording Options
then
.
#
2
Record Directory Name
See Recording Options
3
4
Record Password
SUBSCRIBER MAILBOX MENU
1
2
3
4
5
Listen to New Message
Send A Message
Change Envelope Settings
1
2
3
4
5
Time and Date
Message Source
Message Length
All Options
After the message:
Listen to Saved Messages
Personal Options
1
2
Replay Message
Reply to the Message
Voice Mail Message
Return Call
Message Options
1
2
No Options
5
9
Remote Messaging
Primary Cascade
Alternate Cascade
More Options
3
Forward a Copy
1
2
SENDING A MESSAGE
See Recording Options
4
5
6
7
9
Listen to Previous Message
•
•
Dial the mailbox number, reply
to a message, or forward a
message.
Play the Envelope
Listen to Next Message
Save the Message
Delete the Message
1
2
5
Record your message.
Fax Destination
Message Order
Transfer Method
2
To pause press
To erase press
3
•
Hang up to send OR
#
Press
for options.
MESSAGE ORDER
New Messages
Saved Messages
REMOTE MESSAGING
Program Cascade Level
1
2
1
RECORDING OPTIONS
Enter cascade level number, then:
1
2
3
9
Replay
1
2
3
Enable/Disable
Enter Personal #
Enter Pager #
TRANSFER METHOD
Add
1
2
3
Unannounced
Screened
Erase and Re-Record
Delivery Options
2
3
Enter Time of Day
Set Days of Week
Monday-Friday
Announce Only
DELIVERY OPTIONS
1
2
3
MESSAGE OPTIONS
1
2
3
#
Private
All Days
1
2
Cancel Unheard Messages
Recover Deleted Messages
Certified
Individual Days 1-7
Select Message Types
All Messages
Priority
4
1
2
3
Listen
Send to Other Mailboxes
1
2
Recover All
Erase All
Priority Messages
Send and Exit
Hang Up
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Part No. 550.8116
Issue 8.2 November 2004
A661/9227A
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