Toshiba IP-5000 Series manuel d'utilisation

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Un bon manuel d’utilisation

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Qu'est ce que le manuel d’utilisation?

Le mot vient du latin "Instructio", à savoir organiser. Ainsi, le manuel d’utilisation Toshiba IP-5000 Series décrit les étapes de la procédure. Le but du manuel d’utilisation est d’instruire, de faciliter le démarrage, l'utilisation de l'équipement ou l'exécution des actions spécifiques. Le manuel d’utilisation est une collection d'informations sur l'objet/service, une indice.

Malheureusement, peu d'utilisateurs prennent le temps de lire le manuel d’utilisation, et un bon manuel permet non seulement d’apprendre à connaître un certain nombre de fonctionnalités supplémentaires du dispositif acheté, mais aussi éviter la majorité des défaillances.

Donc, ce qui devrait contenir le manuel parfait?

Tout d'abord, le manuel d’utilisation Toshiba IP-5000 Series devrait contenir:
- informations sur les caractéristiques techniques du dispositif Toshiba IP-5000 Series
- nom du fabricant et année de fabrication Toshiba IP-5000 Series
- instructions d'utilisation, de réglage et d’entretien de l'équipement Toshiba IP-5000 Series
- signes de sécurité et attestations confirmant la conformité avec les normes pertinentes

Pourquoi nous ne lisons pas les manuels d’utilisation?

Habituellement, cela est dû au manque de temps et de certitude quant à la fonctionnalité spécifique de l'équipement acheté. Malheureusement, la connexion et le démarrage Toshiba IP-5000 Series ne suffisent pas. Le manuel d’utilisation contient un certain nombre de lignes directrices concernant les fonctionnalités spécifiques, la sécurité, les méthodes d'entretien (même les moyens qui doivent être utilisés), les défauts possibles Toshiba IP-5000 Series et les moyens de résoudre des problèmes communs lors de l'utilisation. Enfin, le manuel contient les coordonnées du service Toshiba en l'absence de l'efficacité des solutions proposées. Actuellement, les manuels d’utilisation sous la forme d'animations intéressantes et de vidéos pédagogiques qui sont meilleurs que la brochure, sont très populaires. Ce type de manuel permet à l'utilisateur de voir toute la vidéo d'instruction sans sauter les spécifications et les descriptions techniques compliquées Toshiba IP-5000 Series, comme c’est le cas pour la version papier.

Pourquoi lire le manuel d’utilisation?

Tout d'abord, il contient la réponse sur la structure, les possibilités du dispositif Toshiba IP-5000 Series, l'utilisation de divers accessoires et une gamme d'informations pour profiter pleinement de toutes les fonctionnalités et commodités.

Après un achat réussi de l’équipement/dispositif, prenez un moment pour vous familiariser avec toutes les parties du manuel d'utilisation Toshiba IP-5000 Series. À l'heure actuelle, ils sont soigneusement préparés et traduits pour qu'ils soient non seulement compréhensibles pour les utilisateurs, mais pour qu’ils remplissent leur fonction de base de l'information et d’aide.

Table des matières du manuel d’utilisation

  • Page 1

    TOSHIBA Telecommunication Systems Division IP T elephone, Messaging and Call Manager User Guide Tit le P ag e June 201 1[...]

  • Page 2

    Publication Information T oshiba America Inf ormation Systems, Inc. T eleco mmunicatio n Systems Division Publication Information T oshiba America Information Systems, Inc., T elecom m unication Systems Division, re serves the rig ht, without prior notice, to revi se this info rmation publication for any reason, including, but not limited to, utili[...]

  • Page 3

    IP edge General End User Information FCC Requirement s Means of Connection: The IP edge does not connect directly to the telephone netwo rk. All direct connections are made to a ga teway . Please refer to the ga teway manufactur er's document ation. Radio Frequency Interference W arning: This equipment genera tes, uses, and ca n radi ate radio[...]

  • Page 4

    T oshiba T elecommunication Systems W arranty and License Agreement s For information relating to the End User Limited W arranty and License Agreement s, please refer to http :// www .telecom.toshiba.com/T eleph one_Systems_Support/war ranty .cfm W ARRANTIES FOR NON-TOSHIBA BRANDED THIRD P ARTY PRODUCTS A valuable elem ent of T oshib a’s product [...]

  • Page 5

    IPedge UG 06/1 1 TO SH I BA 1 Content s Organization .............. ................. ................... ................... ................. ................... .......... ............ ........... 9 Conventions ........... ................ .................... ................ ................... ................ .................. .. ..........[...]

  • Page 6

    Content s Chapter 3 – Sof tIPT 2 TO SH I BA IPedge UG 06/11 Chapter 3 – SoftIPT SoftIPT Icons ................ ................... ................ .................... ................ ................... ........ .................. 29 Fixed Buttons ............. ................ ................... ................ .................... ......[...]

  • Page 7

    Content s Chapter 5 – Messag ing Features IPedge UG 06/1 1 3 Chapter 5 – Messaging Features Access your Mailbox by Phone ............... ................... ................... ................ .................... .......... ........ 65 Set up Your Mailbox for the Fi rst Time.... ................... ................ ................... .......[...]

  • Page 8

    Content s Chapter 8 – Ca ll Manager Basics 4 TO SH I BA IPedge UG 06/11 Setting up Call Screening. ................... .................... ................... ................... .................... .... .............. 82 Setting up “Do not Disturb” .................. .................... ................... ................... ............[...]

  • Page 9

    Content s Chapter 1 1 – Buttons IPedge UG 06/1 1 5 Changing Call Windows Appearance ........... .................... ................... ................... .................... .... 12 1 Changing the Button/ACD Button Appearance .......... ................ ................ .................... ................ . 121 Email skins . ...............[...]

  • Page 10

    Content s Chapter 14 – U sing Microsoft Outlook 6 TO SH I BA IPedge UG 06/11 Chapter 14 –Using Microsoft Outlook Dialing from within Outlook .............. ................... .................... ................ ................... ............ ........... 163 Incoming Calls........... .................... ................ ...................[...]

  • Page 11

    Content s Chapter 16 – Web-based User Administration IPedge UG 06/1 1 7 Chapter 16 –Web-based User Administration Prerequisites .......... ................ .................... ................... ................ .................... ............. ............ ....... 217 Log In ............ ................... ................ ...............[...]

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    This page is intentionally lef t blank.[...]

  • Page 13

    IPedge UG 06/1 1 TO SH I BA 9 Introduction This guide describes the T oshiba IP5000- series telephones and var ious other user operations for application s that are integrated with the IPedge system. Organization This guide is divided as follows: • Chapter 1 – Th e Grand T our is an overview of th e telephones supported by the IPedge system. ?[...]

  • Page 14

    IP edge 10 TOS HI BA IPedge UG 06/1 1 Conventions Related Document s/Media Some documents listed below may appear in differ ent versions on the T oshiba FYI site or in print. T o find the most cu rrent version, check the version/date in the Publication Information on the back of the document’s title page. The following are related document s for [...]

  • Page 15

    IPedge UG 06/1 1 TO SH I BA 11 The Grand T our 1 The IP5000-series telephones co nnected to a S trata CIX tele phone system, running Release 5.2 or higher sof tware, include a selection of IP telephone models and matching IP ad d-on modules, as well a s a 60 button DSS Console. See T able 1 for more deta ils. Some IP5000 telephones of fer a built-i[...]

  • Page 16

    IP edge The Grand T our 12 TOS HI BA IPedge UG 06/1 1 The IP5000-series tele phone upgrade options include: Note: IP5522-SD and IP5622-SD can not connect ADM/DSS. 20 Button with Electronic LCD Labels: • 9 line LCD with back light • Full duplex S peakerphon e • Headset I/F • Ringing LED T ab le 2 IP5000 Series Add-on Modules Description Imag[...]

  • Page 17

    IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 13 IP5000-series T elephone Overview The illustration of the IP5 000-series telephon e shown below gives a general idea of the basic attributes found on most of these teleph ones. The positioning of the buttons varies per telephone model. Legend Fixed Buttons The fixed buttons on the dial p ad hel[...]

  • Page 18

    IP edge The Grand T our 14 TOS HI BA IPedge UG 06/1 1 Layout s Fixed buttons are laid out differently on the IP500 0-series telephones. The Fixed buttons are de scribed below . 9-line LCD T elephone 10 and 20 Button 4-line LCD T elepho nes Fixed buttons are locate d on either side of the dial pad. T able 3 Fixed Bu tton Definitions Button Definiti [...]

  • Page 19

    IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 15 S peaker : Press to toggle the sp eaker ON/OF F . When red S p eaker LED is lit handsfree communi cations is supported. T o start a handsfre e conversation; pr ess the S peaker button, this turns the red S peaker LED on. T o terminate this call press the S peaker button again (S peaker LED of f[...]

  • Page 20

    IP edge The Grand T our 16 TOS HI BA IPedge UG 06/1 1 Programmable Feature Buttons Programmable Feature Butto ns are programmed by the System Administrator and can be customized on a per user basis. Note: Progra mmable Feature Buttons are numbered bottom to top, lef t to right (shown rig ht). Key Strip The key strip s on the IP5000-ser ies telephon[...]

  • Page 21

    IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 17 Web pages display basic HTML but do not support ASP or Flash. The 18 buttons that surroun d the screen can be used to highlight selections in th e browser . The Navigation Bu tton can be u sed to move the viewing wi ndow across th e website; the center of the navigation button can be pre ssed t[...]

  • Page 22

    IP edge The Grand T our 18 TOS HI BA IPedge UG 06/1 1 Sof t Keys Softkeys (SK1 - SK4) refe r to the four buttons directly below the LCD screen (shown right). Soft Keys dynamically change their functi ons and label depending on the st ate of the telephone. The dynamic feature associated with the Sof t Key is displayed on the bottom line of the LCD d[...]

  • Page 23

    IPedge UG 06/1 1 TO SH I BA 19 The Basics 2 This chapter reviews the basic operations of the IP5000- series telephones. The instructions apply to all telephone models, except when noted othe rwise. Customizing Y our T elephone V olume Control T o adjust the Handset V olume Press the Vo l  to increase volume and Vo l  to decr ease volume durin[...]

  • Page 24

    IP edge The Basics 20 TOS HI BA IPedge UG 06/1 1 LCD Contrast Available on backlit telephones and b acklit add-on module. T o adjust the LCD contrast on the backlit tele phon es 1. Press and hold down the Mic button . 2. Press and release Vo l  or Vo l  re peatedly . Note: Holdin g the V ol button does not continue to change the setting. The [...]

  • Page 25

    IP edge The Basics IPedge UG 06/1 1 TO SH I BA 21 Backlight On/Off Availa ble on backlit telephones and backlit add-on module. T o change Backlight Settings 1. Press Hold + 3 + 6 + 9 (simultaneou sly). 2. Press the Mic button. 3. Press Hold . 4. Use table be low to choose preferred se ttings. 5. Press Hold Hold to save settings Note: FB1 is the low[...]

  • Page 26

    IP edge The Basics 22 TOS HI BA IPedge UG 06/1 1 6. FB3, LED Off: Normal sensitivity 7. Press Hold to set the option. 8. Go off-hook , then on-ho ok to exit th e program m ode. T elephone T erminology When making or receivin g calls on your IP5000-series teleph one you may experience one or more of the followin g call features depending on how your[...]

  • Page 27

    IP edge The Basics IPedge UG 06/1 1 TO SH I BA 23 Making a Call There are three wa ys to originate a call from the telepho ne: Handset 1. T o make a call, lift the hand set, then dial the number . A line may be automatically se lected or choose a line ma nually . Dial tone is heard through the handse t. The S peaker and Microphone LEDs do not light[...]

  • Page 28

    IP edge The Basics 24 TOS HI BA IPedge UG 06/1 1 Notes: • If a directory is not selected and a name is entered, all directories will be searched . • T o enter nam es from the dial pad, press the dial pad button associated with the letter to be entered. Press the button once for the first letter , twic e for the second letter , etc. Left and Rig[...]

  • Page 29

    IP edge The Basics IPedge UG 06/1 1 TO SH I BA 25 Answering a Call There are several ways to answer a call: Handset When the telephone is pro grammed for Ringing Line Prefere nce, pick up the handset and the telepho ne automatically answers the ringing line. ... or press the button associated with the ringing line (flash ing green LED). Speaker Whe[...]

  • Page 30

    IP edge The Basics 26 TOS HI BA IPedge UG 06/1 1 On a Call While on a call you ca n perform the following: Switching Between Handset and Speakerphone Press Spkr and place the handset on-hook to switch from handset to speakerp hone mode. T ake the handset of f-hook to switch from speakerphone to handset mode. Microphone (Mic/ Mute) Button This butto[...]

  • Page 31

    IP edge The Basics IPedge UG 06/1 1 TO SH I BA 27 Message W aiting Use your Msg LED/button and LCD to see/retrieve message(s). An extension can receive up to four simult aneous Message W aiting indications and LCD messages. One message is reserved for the Message Center . Y our telephone can be prog rammed to have up to four additional ( flexible) [...]

  • Page 32

    IP edge The Basics 28 TOS HI BA IPedge UG 06/1 1 LED Indicator Det ails Each line and Programmable Feat ure Button has a LED next to it which indicates the status of the line or feature associated with the button. Line LEDs light red or green and flash at varying rates to indicate call status (see T able 5 ). Note: LEDs on the teleph one flash at d[...]

  • Page 33

    IPedge UG 06/1 1 TO SH I BA 29 Sof tIPT 3 The Soft IPT is a softwa re phone client th at runs on appropriately equipped wired or wireless laptops, t ablets and desktop PCs with all versions of Microsoft ® Windows 7, Windows V ista TM and Microsof t ® Windows XP ® operating sof tware (OS). SoftIPT on a PC integrates the power o f th e PC with mos[...]

  • Page 34

    IP edge SoftIPT 30 TOS HI BA IPedge UG 06/1 1 Fixed Buttons The fixed butto ns on your telepho ne enable you to perform st andard functions quickly and easily . These buttons are describe d in Chapte r –The Basics . Flexible Buttons All Flexible Buttons must be progra mmed for your telephon e in system programming and vary for individu al telepho[...]

  • Page 35

    IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 31 Configuring Sof t IPT Configure the Sof tIPT 1. After you have installed Sof tIPT , doubl e-click the Sof tIPT icon on the desktop. The SoftIPT Configuration window opens. Import ant! See the illustration be low . Y o u will need to enter items A-E to configure SoftIPT . Check with your T elephone Sys[...]

  • Page 36

    IP edge SoftIPT 32 TOS HI BA IPedge UG 06/1 1 IP address SoftIPT tries to conne ct to the IPedge using the follo wing addresses: • Primary IPedge server IP addr ess • Secondary IPedge server IP address. Notes If Broadcast is selected, SoftIPT tr ies to search for the IP address by sending broadcast messages. Sof tIPT skips the Primary IP addres[...]

  • Page 37

    IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 33 3. Click OK.  T o check how many Outlook profil es are on you r PC 1. Go to S tart > Control Panel > Mail 2. Double-click the Mail icon 3. Click the Show Profiles... button 4. Here are all the profiles setup on your PC (see Figure on page 34 ) Figure 2 Mail Se tup - Outlook Allow SoftIPT to r[...]

  • Page 38

    IP edge SoftIPT 34 TOS HI BA IPedge UG 06/1 1 Figure 3 Mail Profil es Basic Sof tIPT Functions St art the Sof tIPT  Double-click the SoftIPT icon on your desktop. Making a Call T o make a call 1. Click Speak er then select the on- screen dial pad buttons to dial a call. 2. When connected to a call, you can se lect any of the call buttons, such a[...]

  • Page 39

    IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 35 Answering a Call  To answer a call using the Shift button  If the LCD screen is set to view keys 11~20 and a call comes in on key 1, the phone will ring and Caller ID information displays on the top of the screen - press the Shift ke y to view keys 1~10 and answer the call. Switching a Call to Y[...]

  • Page 40

    IP edge SoftIPT 36 TOS HI BA IPedge UG 06/1 1 Using Echo Canceller If you have a hea dset plugged into th e micropho ne/speaker jack of the PC, you do not have to always enable echo canceller . We recommend you to enable echo canceller in the event you want to use the PC's embedded microphone/speaker as a speakerphone device and not att ach a [...]

  • Page 41

    IPedge UG 06/1 1 TO SH I BA 37 Feature Operations 4 This chapter gives you more details abou t your IP5000-series telep hone’ s advanced functions. An a lphabetical list of supported features ha s been compiled in this chapter for fast and easy reference. Account Codes Account Codes (Forced or V oluntary) ca n be used for a variety of reasons inc[...]

  • Page 42

    IP edge Feature Operations 38 TOS HI BA IPedge UG 06/1 1 If the system is set for V erified Acc ount Codes, station users must enter a specific code whe n entering the V oluntary Account Code(s) or the code is no t validated for the SMDR call repor t. This does not affect the call. V olunt ary Account Codes There are two ways to dial using a V olun[...]

  • Page 43

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 39 Advisory Message Advisory messaging enables you to stor e a message for IP5000-series telephones with a display that call your tele p hone. The messages can be u p to 16 characters long. The IP edge Net system provides a nu mber of predefined messages, shown in the t a ble below . Message nu[...]

  • Page 44

    IP edge Feature Operations 40 TOS HI BA IPedge UG 06/1 1 Alarm Notification The Alarm Notification Button must be set up by your System Administrator on your station. When the Alarm Notificat ion but ton displays • Call your System Administrator . This button stops disp laying when the alarm clears or when you press the flashing button. If the al[...]

  • Page 45

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 41 Background Music (BGM) Y ou can set background music over your telep hone speaker . At least one music source must be connected to yo ur system. Up to 16 diff erent music sources can be applied to the IP edge Net system: the first source is Quiet T one, all others can be music or recorded in[...]

  • Page 46

    IP edge Feature Operations 42 TOS HI BA IPedge UG 06/1 1 perform any C all Forward function using Enterprise Mana ger , Web-based User Administration tool. Call For ward mu st be set prior to receiving the call. Import ant! Check with your System Administrator to determine if the system uses Basic Survivability , if yes, do not change your st ation[...]

  • Page 47

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 43 St ation Call Forward Procedures Y ou can register a Call Forward function by enterin g the button sequence as described or b y programming a Pr ogrammable Feature Bu tton to perform the sequence. T o use the Call Forward button sequence: • Follow the instru ctions in See “Call Forward E[...]

  • Page 48

    IP edge Feature Operations 44 TOS HI BA IPedge UG 06/1 1 Call History Incoming calls with Caller ID or ANI in formation can be optionally recorded into a rolling list for the stat ion where the call is ringi ng. The call is placed in the list along with the number, name (if pr o vided), time and date of the call, and status of the call (answered, a[...]

  • Page 49

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 45 Call Park The Call Park feature enables you to hold a call temporar ily in a location other than your telephone. These areas are called or bits. Y ou or another telephone user can retrieve a parked call fro m its orbit by specifying the orbit number . Y ou can specify one of 20 General Pa rk[...]

  • Page 50

    IP edge Feature Operations 46 TOS HI BA IPedge UG 06/1 1 Call Pickup Y ou can pick up a call that is ringing a nother statio n’s extension, a call placed on hold at another st ation and other types of calls. When you pick up an internal call, the calling station and th e called station displays on your LCD. Group Pickup One or more statio ns can [...]

  • Page 51

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 47 Call T ransfer Call transfer allows a call to be directed from one telephone to another on IP edge Net. External transfers to te lephone numbers or networ k extensions off IP edge Net are also supported, plea se check with y our System Administra tor to see if this is enabled. There are two [...]

  • Page 52

    IP edge Feature Operations 48 TOS HI BA IPedge UG 06/1 1 Call W aiting Y ou can answer a call that is transferred to your station, even when your station is busy . When another call is camped on to your station, you hear two Camp-on tone beep s and the extension or Line LED flashes re d (on-hold). If a call is sent to your statio n when busy , and [...]

  • Page 53

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 49 Conterence Call Y ou can conference together up to eight parties (includin g yourself). The actual num ber of conferen ce parties with acce ptable volume levels depe nds on the local and far end telep hone line conditions. The person who initiates the conference call is the Master . If, afte[...]

  • Page 54

    IP edge Feature Operations 50 TOS HI BA IPedge UG 06/1 1 3. After the party answers, pr ess Cnf/T r n . The extension LED flashes (in- use rate) and all p arties are conferenced. 4. If you receive a busy tone or if the station does no t answer , press the flashing extension butto n to return to the original connectio n. 5. Press Cnf/T r n and hang [...]

  • Page 55

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 51 If you are in a three- way conference and S plit with one of the parties, the remaining party will essentially be “on hold” until yo u return to the conference. Direct St ation Selection (DSS) This optional feature enables you to use a DSS button to connect directly to another st ation?[...]

  • Page 56

    IP edge Feature Operations 52 TOS HI BA IPedge UG 06/1 1 Setting DND for Another Extension T o activate DND for another extension • Enter #6191 (hear Entry T one) + the Primary extension of the remote extension + the p ass code + # (hear Success T one). This set s DND as if activated by the Primary extension on the target telepho ne. T o deactiva[...]

  • Page 57

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 53 1 : English date format – MM/DD (/YY) 2 : British English – DD/MM (/YY) 3 : French – DD/MM (/YY) 4 : Spanish – DD/MM (/YY) Message W aiting Message W aiting is shown on the Msg button which flash es red when there are messages waiting. The waiting message indicators can come from the[...]

  • Page 58

    IP edge Feature Operations 54 TOS HI BA IPedge UG 06/1 1 4. Press Spkr . Y our Msg LED turns Off. The Msg LED on the called telephone flashes until the called p arty presses the flashing Msg button which calls yo u back. 5. Turn of f the Message LED. The two ways to turn Off a Me ssage LED are: Method 1 1. Press #64 plus the extension numb er that [...]

  • Page 59

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 55 2. T o turn of f your microphone speaker to the second p a rty , you can press Mic or Microphn Cut-off ; the Mic LED turns Off. Y ou will no longer be talking to the second caller , altho ugh the caller can still speak through your spea ker . 3. Press Mic or Micr ophn Cut-of f again to recon[...]

  • Page 60

    IP edge Feature Operations 56 TOS HI BA IPedge UG 06/1 1 Executive Overri de Executive Override e nables you to enter an est ablished conversation. Y our telephone can also be pro grammed to block Executive Override from other telephones. T o perform Executive Override • After re aching a busy sta tion, press 3 Or , if you have an LCD telephone, [...]

  • Page 61

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 57 Paging S tation users can make page annou ncements to telephones. Check with your System Administrator to find o ut the zo ne numb ers for various p aging groups. V erify with your System Administrator if ther e are suff icient vacant media resources for successful paging. T o make a Page an[...]

  • Page 62

    IP edge Feature Operations 58 TOS HI BA IPedge UG 06/1 1 Privacy Privacy controls the ability of more than one pe rson to use the same extension at the same time. Privacy applies to multiple appear ances of extensions, Phantom extensions, out side Lines, and outside Line Group buttons. The application of Privacy to individ ual telephones is co ntro[...]

  • Page 63

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 59 you have a 9-Line LCD telephone, you can assign names to your stat ion SD numbers to appear on the Personal SD Directory display (see your System Administrator or use the proced ure for “S toring Personal S peed Dial Names” on page 4-61 .) Personal S peed Dial 1. See your System Administ[...]

  • Page 64

    IP edge Feature Operations 60 TOS HI BA IPedge UG 06/1 1 Stor ing a System/S t ation Speed Dial Number 1. Dial #66 . The display shows “SPEED DIAL” and you hear Entry T one. 2. Dial the S tation S peed Dial number (100~199) or System S peed Dial number (200~999). Th e LCD shows your digits an d you hear Entry T one. 3. Dial the telephone number[...]

  • Page 65

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 61 4. Set System S peed Dial to enable/disable. Default is Disable. 5. Click on the Save icon. Long SD Numbers Up to 32 digits can be stored in one SD location. If you exc eed 32 digits, the excess digits a re automatically stored in the next sequential SD location. If SD 100 cont ains 40 digit[...]

  • Page 66

    IP edge Feature Operations 62 TOS HI BA IPedge UG 06/1 1 T o ch ange the time • From the IP telephone, dial #65 4 and enter HHMMSS# Example: T o change the time to 01:30 PM HH = Hour , example 13 (range is 00~23, 24 hour clock must be entered) MM = Minutes 30 (range is 00~60. It must be within 15 minutes of system time.) SS = Seconds (range is 00[...]

  • Page 67

    IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 63 2. The call is routed to vo ice mail which provides the initial greeting using the auto attendant service. 3. The voice mail can be configured to prompt callers to ente r the destination number or t o route the c all to the pre-de termined de stination. 4. The voice mail transfers the call t[...]

  • Page 68

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  • Page 69

    IPedge UG 06/1 1 TO SH I BA 65 Messaging Features 5 Access your Mailbox by Phone The following information is required: • Phone number to call th e voice messaging system (this may be differ ent from inside and out side of the organization) • Y our mailbox number • Y our security code (password) Many organizations allow yo u to access y our m[...]

  • Page 70

    IP edge Messaging Featur es 66 TOS HI BA IPedge UG 06/1 1 Check New Messages Most organizations have a message indica tor light on of fice phones. By default the message indicator will lig ht up when you have a new voice message, but some system administrators will also set it up to indicate when you have a new fax messa ge. T o check new messages [...]

  • Page 71

    IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 67 V olume /Speed Control Y ou can use the following keys at any time during message playback to change message volume or message sp eed. Press 9 then one of the following keys: 1 Low V olume 2 Normal V olume 3 High V olume 4 Low speed 5 Normal speed 6 High speed Reply to a Message During mess[...]

  • Page 72

    IP edge Messaging Featur es 68 TOS HI BA IPedge UG 06/1 1 • T o call the num ber and delete the mess age, press 3 • T o call the number and save the message, press 4 • T o call the number and keep the message as new , press 5 3. The system will place you on hold while it transfers your call. Redirect a Message During message pl ayback or afte[...]

  • Page 73

    IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 69 Erase / Delete and Retrieve a Deleted Message While you are listening to a message, or afte r a message has finished playing, you can delete the message from your inbox or saved box. Delete a Message Press 3 during or after message playba ck. The message will be moved to a deleted folder . [...]

  • Page 74

    IP edge Messaging Featur es 70 TOS HI BA IPedge UG 06/1 1 • Press 3 to Re-re cord your messa ge •P r e s s * to cancel without sending • Press 1 to send. • Press 0 for delivery options such as confidential, urgent or message confirmation. 4. The system will prompt you to enter the mailbox to which you wish to send the message. Y ou can also[...]

  • Page 75

    IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 71 T o Mark a Message as Priority and Confidential 1. Call the vo ice messaging sys tem and pres s 2 from the subscriber ’s me nu to record a message. Pre ss any key after recording. 2. Press 0 3 4 to send the message as priority and confidential. 3. Addres s your messag e. When you send a m[...]

  • Page 76

    IP edge Messaging Featur es 72 TOS HI BA IPedge UG 06/1 1 5. The system will ask you to use your keypad to input a 2-digit month, 2- digit date and 4-digit time. The syst em will confirm the date and time you specify . 6. Press 1 to confirm and send, or 2 to change your deliver y time. T o Send a Message Using Directory Assist ance If you do n ot k[...]

  • Page 77

    IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 73 T o Send a Message to a Group Distribution Y ou can send a messag e to a group distri bution list. This option allows you to send a message to multiple individuals without having to enter in individual mailbox numbers. For example, if you are a manager , you may wish to set up a distributio[...]

  • Page 78

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  • Page 79

    IPedge UG 06/1 1 TO SH I BA 75 Greetings 6 Change your Personal Greeting When you access your mailbox for the firs t time you will be asked to record your personal greeting. Y ou have the option of changing this greeting at any time. 1. Call the voice messaging system and select 3 2 3 from the subscriber ’s menu to change your greetin g. Press an[...]

  • Page 80

    IP edge Greetings 76 TOS HI BA IPedge UG 06/1 1 Import ant! If you delete your recorded name without re-r ecording, the system will identify your mailbox to internal callers only by its mailbox number . Activate your T emporary Gr eet ing (Extended Absence) Y o u can set up a temporary greeting which will replace your standard personal greeting whe[...]

  • Page 81

    IPedge UG 06/1 1 TO SH I BA 77 Other Messaging Applications 7 Group Distributions Y ou can send a new message or redirect a message to a group distribution list. This option allows you to send a messa ge to multiple individuals without having to enter in individual mailbox numbers. Fo r example, if you are a manager you may wish to set up a distrib[...]

  • Page 82

    IP edge Other Messaging Applications 78 TOS HI BA IPedge UG 06/1 1 Delete Members from a Private Group Distribution List Y ou can de lete members from a pre- existing distribu tion list at any t ime. 1. From the Subscriber ’s menu, ente r 3 6 4 . 2. Enter the list number you wish to make changes to , followed by # 3. T o delete a member , press 3[...]

  • Page 83

    IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 79 3. Enter the group number you wish to use followed by a # 4. Press 1 to confirm, or 2 to change your entr y . Personal Options Some Personal Options are optional feat ures which may or may not be available to your organizatio n. Check with your System Administrator if any of thes[...]

  • Page 84

    This page is intentionally left blank. 1. Call the voice messaging system and se lect 3 1 1 . The system will tell you whether or not your entire me ssage notification is activated. 2. T o activate or deactivate a specific schedule line, press 2 . 3. Enter the schedule line number 4. The system informs you if this sched ule line is activated or dea[...]

  • Page 85

    IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 81 Personal Assist ant With Personal Assistant you can designate buttons that callers can press when listening to your vo icemail message that will au tomatically transfer them to another extension. For exam ple, yo u may wish to inform callers they can reach your assista nt by pres[...]

  • Page 86

    IP edge Other Messaging Applications 82 TOS HI BA IPedge UG 06/1 1 Accepting or rejecting calls at a call-out Once a call rings through to your call-ou t number you have the option of accepting or rejecting the call. 1. Once the Fo llow me has been set up and a call is redirec ted to your call- out number and you an swer the phone, you will hear a [...]

  • Page 87

    IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 83 Setting up a Personal Schedule The personal schedule allows yo u to manage calls according to a schedule you define. With the personal schedule you can: • Route a call to one or mult iple destinations based on caller ID, time, or a combination of the two. • Play differe nt gr[...]

  • Page 88

    IP edge Other Messaging Applications 84 TOS HI BA IPedge UG 06/1 1 the voicemail. Y ou can open this attachment with any a udio player installed on your computer to listen to the reco rding or on your telephone as sh own below . Click the “Link to message” to pl ay your message using the telephon e. The following options display . Click on the [...]

  • Page 89

    IPedge UG 06/1 1 TO SH I BA 85 Call Manager Basics 8 The IPedge Call Manage r works with Net Server to provide a po werful "PC- Phone" to enhance productivity fo r telephone users. The Call Manager is designed to run on a PC with Microsof t® Windows XP , Windows Vi sta, Windows Server 2003, Windows Server 2008, or Windows 7 operating sys[...]

  • Page 90

    IP edge Call Manager Basics 86 TOS HI BA IPedge UG 06/1 1 The Main Screen This section gives an overview of th e main user interface of th e Call Manager , including the buttons, displays, an d indi cators, which allow you to easily and efficie ntly operate your phone. Call Ma nager pr ovides two views, Comp act and Expan ded, allowing you to opera[...]

  • Page 91

    IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 87 T abs – Home, Actions, Preferences, T ools The tabs contro l various functions and settings. • Home – has some of the basic telep hone functions, such as Make Call, Answer , Hold, Transfer , Hangup, Forward, DND On/Off. • Actions – con tains the tool s to create, copy , edit/test,[...]

  • Page 92

    IP edge Call Manager Basics 88 TOS HI BA IPedge UG 06/1 1 A number of shortcut keys allow you to use th e keyboard in place of the mouse to control Call Ma nager . The list o f Shortcut keys can be found using the menu selection Setup>Shortcut Keys. Note: The F1 key is the HELP key a can be p ressed at any time to a ccess the Help docu ment. Dia[...]

  • Page 93

    IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 89 Exp anded V iew In “Expanded” view the Call Manager is enlarged beyond the comp act view to provide the user with add itional buttons, indictors, info rmation to manage mu ltiple simultaneous calls and to access many ot her features. The follow describes th e additional items in the “[...]

  • Page 94

    IP edge Call Manager Basics 90 TOS HI BA IPedge UG 06/1 1 • Programmable Buttons – A number of keys can be easily configure d by the user as “Feature” keys, “S peed Dial” keys, “Call” keys, “User Action” keys, etc. T o ch ange one of these keys sim ply Right-click the mous e over the key and use the Setup Key window to co nfigur[...]

  • Page 95

    IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 91 Shortcut s Y ou can use the Quick Access T oolbar or KeyT ips to execute various comm ands. The QA T and KeyT ips available in SCM are explained below . Quick Access T oolbar (QA T) The QA T (shown below) con sists of frequently used tools tha t can be added to the top of the screen for eas[...]

  • Page 96

    IP edge Call Manager Basics 92 TOS HI BA IPedge UG 06/1 1 The Side Window Screen Click the “Side Window” button on the ma in screen to cause the side window to appear just to the right side of th e main window or below when the main window is docked. The side window provides access to the Personal Call Handler window and additional pr ogrammabl[...]

  • Page 97

    IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 93 Comp anion Application Windows Companion Application tabs open as the result of clicking one of the Call Manager tabs. Th ese windows open docked (connected) to the main window or can be undocked (moved away) from the main window . (Each side must be enabled in the “preferences/docking”[...]

  • Page 98

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  • Page 99

    IPedge UG 06/1 1 TO SH I BA 95 Using Call Manager Features 9 This chapter defines how to use t he IPedge features using Call Manager . Features included are Call Handl ing, syst em, Call Center , and Microsoft Outlook features. Pe rsonal Call Han dler (PCH) rules can be creat ed to respon d and take actions on calls automatically , or Programmable [...]

  • Page 100

    IP edge Using Call Manager Features 96 TOS HI BA IPedge UG 06/1 1 Hot Key Dialing 1. Highlight a telephone number in another a pplication. 2. Using the keyboard, press the key combination assigned fo r Hot Key Dialing. The call will proceed di aling the number highlighted. Using Drag and Drop • Use the mouse to drag and drop a call from either th[...]

  • Page 101

    IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 97 or press the Answer Hot Key (F9 ). Note: Call Manager must have focus for the key to work. Hang Up Hanging Up or Disconnecting Calls • When the call is completed, click the hangup bu tton to disconnect the call or right-click on the call in th e Call View Window and select Hangup[...]

  • Page 102

    IP edge Using Call Manager Features 98 TOS HI BA IPedge UG 06/1 1 Call Forwarding T o Set Cal l Forwarding 1. Click the FWD Off button. 2. Choose a Forwarding typ e from the pull-do wn listing (shown below) . 3. Enter a Destination for the forwarde d calls. 4. Click Save to compete the setting. T o Clear Call Forwarding 1. Click the. button 2. Choo[...]

  • Page 103

    IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 99 St atus Messages and DND S tatus messages is available under the DND Of f option. Setting a S tatus Mess age 1. Click the button to bring up the Set S tatus Message window . The following screen dis plays. 2. Change the selection to S tatus Msg Only On 3. Use the pull down listing [...]

  • Page 104

    IP edge Using Call Manager Features 100 TOS HI BA IPedge UG 06/11 Viewing Extra Call Information Call Manager has the ability to attach, retain, and display extra information taken on a call. This could includ e information input by an IVR, added/ attached informatio n by the Call Router , attached from a database, or added by any user who handle d[...]

  • Page 105

    IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 101 T o Copy Call Informati on to Another Application With the “Call Info” window open, click the Copy button to place th at specific information on the Windows clipboa rd for pasting into an other program. For example, the user may need to use the Cust ome r number to look up the[...]

  • Page 106

    IP edge Using Call Manager Features 102 TOS HI BA IPedge UG 06/11 Changing Agent St atus 1. Click the ACD S tatus button. The following ACD Agent S tatus window will appear: T o Make Agent Unavailable 1. Use pull-down list and choose a reason. 2. Click the Make Unavailable button. 3. Click Done. T o Make Agent A vailable 1. Click the Make Available[...]

  • Page 107

    IPedge UG 06/1 1 TO SH I BA 103 Preferences 10 PREFERENCES This section d efines settings that are av ailable to the user and can be chang ed to meet their needs. A number of additional settin gs are available for the System Administrator for setting mo re advanced featur es such as controlling access to some features, creating a se rver-based rule[...]

  • Page 108

    IP edge Preference s 104 TOS HI BA IPedge UG 06/11 General These settings cont rol how Call Manage r interacts with other Window s-based programs and how it should react when calls ring or are being diale d. Extra Call Informati on can be enabled and content to be displayed defined as well as details for Microsof t Outlook Integration when used. Us[...]

  • Page 109

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 105 Call T ypes • Once Call Logging is enabled, a choice needs to be made to log All, Intercom Only , or Outside Only calls. • Sound File – Enter the path to the .W A V file to be played. Use the Browse button when needed to search for the path to the sound file. Audible Message Wa i t i n g An[...]

  • Page 110

    IP edge Preference s 106 TOS HI BA IPedge UG 06/11 T o Add or Change a St atic Info Field: • Field Name – Select from the pre-defi ned list of fields or create you own field name. This name must ma tch exactly the info rmation field whe re the information is held. • Description – Ent er any description yo u desire to mark this field. • Fi[...]

  • Page 111

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 107 • Home Area Co de – Enter you r home area c ode. This is us ed for dialing loca l calls when the area code needs to be stripped from the dialing. • On Manual Dialing – Lookup In Ou tlook – When enable d, whenever you dia l a phone number manually , the phone num ber will be looked up in[...]

  • Page 112

    IP edge Preference s 108 TOS HI BA IPedge UG 06/11 Dialing T ab Click Preferences > Dialing or Preferences > General > Dialing t ab. Use this tab to determ ine whether to follow a Server-based dial plan, use a dia l plan defined for your station, or dial all the codes yourself. The la st option is not practical when using a data base or us[...]

  • Page 113

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 109 Dialing Outs ide Numbers • Dial same as User Dialed – With this option selected, o utside phone numb ers will be dialed exactly how the user di aled them (unchange d by Call Manager). • Use Local Dial Plan – When this option is selected, the user dials an out side phone number , the num b[...]

  • Page 114

    IP edge Preference s 11 0 TOS H IBA IPedge UG 06/1 1 Defining a Lo c al Diali ng Plan Each area of the US uses a dif ferent set of rules for determining wh ich calls are local calls or long distan ce. For your area, a good source fo r determining how to define your dialing plan , use the opening pag es of your phone book. These pages ge nerally def[...]

  • Page 115

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 111 Calling Within My Home Area Code • Home Area Code – Set this to the Area code where the phone is located. This will be used by Call Manager to determine which dialed calls are within your home area code and when searching a cont act manager (reverse screen- pop) the dialed number will need th[...]

  • Page 116

    IP edge Preference s 11 2 TOS H IBA IPedge UG 06/1 1 Calling Out side My Home Area Code • Any calls outside your Home Area Code LOCAL calls? – Select either None or Only Calls to These Area+Of fice Codes. • Local Area+Office Co des – This entry is only presen ted when you chose Only Call to These Area+Of fice Codes in the previous step. The[...]

  • Page 117

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 3 Docking T ab The docking t ab defines the conten ts of Call Manager when docked to the top or bottom of the screen. This includes whether docking is enabled or disabled and a listing of contents by display priority ( space limits what can be displayed). • Enable Screen Docking – When enabled[...]

  • Page 118

    IP edge Preference s 11 4 TOS H IBA IPedge UG 06/1 1 Advanced T ab Access this sc reen by clicking Prefer ences > General > Advanced tab. The basic connection for the Call Manag er ca n be changed using this screen. It also has the capability of sending log f iles to T echnical Support for debugging problems encountered. The T API Service Pro[...]

  • Page 119

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 5 T API Service Provider • Enter the Service Provider Name – This must be set to acce ss the T API service provide r to be used – typically , this would be set to: Net Server . • Setup – Click the Setup button to open a screen to define the T API Service Provider as shown on the followin[...]

  • Page 120

    IP edge Preference s 11 6 TOS H IBA IPedge UG 06/1 1 Diagnostic Logging/ Uplink Clicking this button enab les the Debug utility and ha ve it show on the Main Menu under Settings as well as provide an easy utility for sending all the important info rmation about Call Manager to assist T echnical Support to help diagnose any problems when nece ssary [...]

  • Page 121

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 7 Setting Up Hot Key Dialing & Popup Call Mana ger provides two global “Hot Keys” that you can press w ithin any application to send a request to Call Ma nager . The first key is the Dial H ot Key provides a method for dialing a n umber from any application. For example, you may have a pho[...]

  • Page 122

    IP edge Preference s 11 8 TOS H IBA IPedge UG 06/1 1 Skin Editor The entire color scheme as we ll as the look-and-feel of the Call Manager can be changed dramatically , by simply selecting a different skin . Skins can affect the followin g elements of Call Manager: • Screen background colors , texture and appearance. • LCD colors and fonts • [...]

  • Page 123

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 9 When the design is complete, then you can easily ch ange to this skin by right- clicking the mouse on the logo on th e main window and selecting the skin name from the Phone Colors menu . Skins Files Each skin design is saved in a file, which is a file startin g with "skin_" and ending[...]

  • Page 124

    IP edge Preference s 120 TOS HI BA IPedge UG 06/11 The Skin Editor S tart by Opening a Skin File or Creating a New File. The design begins by loading an e xisting Skin File or startin g with a new skin design. See the pr ocedures abov e. Set Background Colo r and General Appearance Select the color scheme from the drop down menu . On some color sch[...]

  • Page 125

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 121 • Change Low Priority T ext Color • Change Font • Res e t Insert your Logo into the Skin Y ou can choose a graphic dif ferent from the default logo that ma y be used for display in the title line of the Call Manager displa y , and application menu logo. The Skin Editor provides a series of [...]

  • Page 126

    IP edge Preference s 122 TOS HI BA IPedge UG 06/11 Email skins T o send the skin using email, click on the email skin button (shown right). A Microsoft Outlook message dialog box displays (shown below). Enter the appr opriate addres s(s) to send the skin. Microsoft Outloo k is required w hen using this function. Email skins[...]

  • Page 127

    IP edge Preference s IPedge UG 06/1 1 TO SH I BA 123 T ab Settings The options to add, update or delete tabs can be found here . T ab settings is for managing compa nion applications. The Revert button brings all the comp anion applications that have been docked out side back to the main window . Add T ab Click the Add T ab button to add a new tab.[...]

  • Page 128

    IP edge Preference s 124 TOS HI BA IPedge UG 06/11 Delete T ab Click on the item in the 'T ab' column to toggle deletion (icon has a red 'X' through it to indicate it will be deleted). Hold down the shif t or control key to select multiple items. Drag the mouse to select multiple items. Click the Delete tab button to delete any [...]

  • Page 129

    IPedge UG 06/1 1 TO SH I BA 125 Buttons 11 This chapter shows how to use and add, delete or edit bu tton and button banks. Programmable Buttons T o access Buttons There are three metho ds to access buttons: 1. Click on the Personal Call Handle r button and then the Buttons tab. 2. There are nine preloaded buttons at the center of the Call Manager s[...]

  • Page 130

    IP edge Buttons 126 TOS HI BA IPedge UG 06/11 8 banks, which means the buttons in that bank are displayed in the application (No two application s can share the same bank). User Programmable Keys The Call Manager has many dif ferent User Programmable keys on the main screen, on the Side Window , or on the Extra Button windows. These ke ys and can b[...]

  • Page 131

    IP edge Buttons IPedge UG 06/1 1 TO SH I BA 127 Note: Some users may not have permission to change buttons and keys. • Sample – Displays the appearance of the following selection s. • Key Label – T ype a label for the key . • Back Color – Choose the color of the key . • T ext Color – Choose the text color to use for the key label. ?[...]

  • Page 132

    IP edge Buttons 128 TOS HI BA IPedge UG 06/11 Y ou can also include an “X” character in a phone number str ing to have the dialing stop at that point and qu eue up the rest of the number in the dial buf fer . The user can listen to the call and click th e Dial button to dial th e rest of the digits at the appropriate time. Examples include: (1)[...]

  • Page 133

    IP edge Buttons IPedge UG 06/1 1 TO SH I BA 129 The commands that may be available will depend up on the PBX you are using. Commands that may be available includ e: * An enhanced feature is available in User Defined Action s User Defined Action Keys Customized featu res can be placed on keys by us ing User Defined Actions. Actions that have been de[...]

  • Page 134

    IP edge Buttons 130 TOS HI BA IPedge UG 06/11 Select the appropriate action or button to add, copy , edit, test, or delete action. The appropriate action screen displays. Click Save and then click Done. Refer to Chap ter 5 – Actions for more in formation on editing actions. ACD Keys ACD keys can be set on any button, including Buttons comp anion [...]

  • Page 135

    IP edge Buttons IPedge UG 06/1 1 TO SH I BA 131 Web Ke ys Web keys allow you to program an Inte rnet (or intranet) URL into the key . Press the key to open the default web br owser to the specified web pa ge. Run Program Keys Th is sets the key to run a spe cific application or load a specific document. For example you could create a “Calculator?[...]

  • Page 136

    IP edge Buttons 132 TOS HI BA IPedge UG 06/11 • Drag a Cont act from Microsoft Outloo k to a key to create a S peed Dial button • Drag a call from the Call History to create a S peed Dial button • Drag an en try from the Contacts application to create a S peed Dial button[...]

  • Page 137

    IPedge UG 06/1 1 TO SH I BA 133 Actions 12 Y ou can define powerful actions that can be used with both the Personal Call Handler and under the Pro grammable Keys . These act ions can be as simple as playing a .W A V file to as powerful as sending a specific DDE message to another programs to “Screen Po p” a databa se. When defining a new action[...]

  • Page 138

    IP edge Actions 134 TOS HI BA IPedge UG 06/11 Att ach Account Code This action attaches an account code to the active call. This acco unt code is passed to other applications su ch as Insight or T ASKE Contact. * Account # – Enter an accountin g number to be associated with this call. Export Call Info This action is used to export call informatio[...]

  • Page 139

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 135 Log Info to File This action writes a string of information to a text file. This can be used to make a call log, like personal SMDR, and/or to trigger actio ns in other programs. A wide range of call a nd system variables (see “Action V ariables” on p age 148 ) may be used to create the informatio[...]

  • Page 140

    IP edge Actions 136 TOS HI BA IPedge UG 06/11 Minimize Phone Screen This action shrinks the Call Manager screen to an Icon in the T ool T ray . T o return Call Manager to it s original position requires the user to either do uble- click the icon in the tray or right-click and select Show . Modify Call Information This action changes the Caller ID n[...]

  • Page 141

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 137 Extra Info • Field Name – Enter the name of the fi eld to be changed. This name must match exac tly the field nam e includin g uppercase and lowercase synt ax. For example, a us er may want to cr eate User Program mable Keys identify ing the “Preferred Agent” for the call prior to transferring[...]

  • Page 142

    IP edge Actions 138 TOS HI BA IPedge UG 06/11 Pop Internal W eb Browser This action can be used to send a URL to the ‘built-in’ web browser of the Call Manager (w hen installed) or can be us ed to create acce ss to other companion application programs. An example of using your Personal Call Handler to auto matically open the Integrated W eb Win[...]

  • Page 143

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 139 Popup Call Info Screen This action will pop open eith er the S tandard Call Info screen or Extra Call Info screen. The S tandard Call Info screen a llows the user to type in the Caller ID name or number or Account cod e of a call, lookup the phone numbe r in Outlook and/or Open a Cont act or Journal, [...]

  • Page 144

    IP edge Actions 140 TOS HI BA IPedge UG 06/11 Popup Phone Screen This action causes a popup (Restore ) of the Call Manager screen from an icon. • Phone Screen Size – Select the size for Call Man ager ’s main screen. The choices are to restore to the Last Size Used, Small (o r compact view), or Large (or exp anded view). When Call Manag er is [...]

  • Page 145

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 141 Send DDE Msg This action sends a DDE Execute message to another pr ogram on the PC. Frequently this is used to “Screen Pop” a contact managemen t program, such as Goldmine. • App Name T opic – The application will sp ecify both the application name and topic name u sed for making t he communic[...]

  • Page 146

    IP edge Actions 142 TOS HI BA IPedge UG 06/11 Send Keystrokes to a Program This action provides a way to send keystrokes to another Windows program just as if the user typed them into that program. This can be used, for example, to pop up anoth er program whenever a ca ll rings in. Note: Use this action ca refully becaus e when the action is trigge[...]

  • Page 147

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 143 Spe ci a l Ke ys The plus sign (+), caret (^), percent sign (%), tilde (~), an d parenthese s ( ) have special meanings. T o specify one of thes e characters, enclose it inside braces. For example, to specify the plus sign, use {+}. Brackets ([ ]) also must en close them in brace s. T o send brac e ch[...]

  • Page 148

    IP edge Actions 144 TOS HI BA IPedge UG 06/11 Combination Keys T o specify keys combined with any combination of Sh ift, Control, and Alt keys, precede the regular key code with Shif t, Control, or Alt code. T o specify that Shift, Ctrl, and/o r Alt should be held down while several other keys are pressed, enclose the cod e in pare ntheses. For exa[...]

  • Page 149

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 145 Set Phone Forwarding This action changes the Call Forwarding settin g of the phone in the PBX for the prime DN of the phone. T he action c an determine th e type of f orwarding (Immediate, Busy , No Answer , Busy/No Answer , or Of f) and the destination. • Choose Forwarding – Select from the drop [...]

  • Page 150

    IP edge Actions 146 TOS HI BA IPedge UG 06/11 System/PBX Command This action can be used to send ap propriate OAI commands to the PBX to perform fun ctions. For exam ple, you could have an action that se ts your DND message to “UNA V AILABLE” using t he following: N 16 . Y ou could then set this action to run each time you shut down your phone.[...]

  • Page 151

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 147 T ransfer Call This action causes the act ive call to be tr ansferred to another phone, directly to a specific V oice mailbox, or to an out s ide phone number (i.e. 9,4969040). • T ransfer T o – Enter an extension number or out side number to be called. • T ransfer Mbox – Enter a mailbox numbe[...]

  • Page 152

    IP edge Actions 148 TOS HI BA IPedge UG 06/11 Action V ariables Call Manager uses variables to provide informa tion to actions. Call Manager replaces the variable token code with the appropriate valu e when the action executes. For example, %P becomes ‘4 804969040’ when you re ceive a call from T oshiba. Call V ariables Refer to the table below[...]

  • Page 153

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 149 Note: Insert +x following the ‘%’ character to re strict the variable value to the first ‘x’ or leftmost characters. Insert –x to restrict the va riable value to the last ‘x’ or right most characte rs. For exampl e, to pass the first 8 cha racters of the Calling Party Name, enter: %+8N. [...]

  • Page 154

    IP edge Actions 150 TOS HI BA IPedge UG 06/11 System V ariables Call Manager also uses System V ariable s for Action p arameter str ings, such as Date and T ime. They can also provide some control over text logging actions with Carriage Return, Line Feed, T ab, and Random Numbers (for file names.) Note: Many System V ariable s duplicate the Action [...]

  • Page 155

    IP edge Actions IPedge UG 06/1 1 TO SH I BA 151 Exporting Actions Once an action has been desig ned, exporting the action is recommen ded to provide a backup copy as well as a file t hat can be copied to other Call Managers. T o export an action, you will n eed to be in the Add/Edit Ac tion screen and click the Show T est button to reveal the testi[...]

  • Page 156

    IP edge Actions 152 TOS HI BA IPedge UG 06/11 T esting Actions While in the Add/Edit Action sc reen, a Sh ow T es t/Hide T est button is offered. Pressing this button when it is titled Show T est, will expand the window to a set of “T est V alues” that can be set re presenting the va riab les used within the action. Th is sets the values of any[...]

  • Page 157

    IPedge UG 06/1 1 TO SH I BA 153 Personal Call Handler 13 Personal Call Handler This powerful feature o f Call Manager a llows you to create Ca ll Handling Rules to automatically take action s when certa in events occur and spe cific conditions are true. That is, you create a rule so that (1) when an Event occurs, and (2) if cert ain conditions are [...]

  • Page 158

    IP edge Personal Call Handler 154 TOS HI BA IPedge UG 06/11 Creating Personal Call Handling Rules The following items will define how to ed it, delete or add new rules. Many rules can be created and exist simult aneously . T o allow rules to be defined and not applied, an enable/disable check box appea rs before each rule to make it easy to disable[...]

  • Page 159

    IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 155 or highlight the rule to be changed and click Edit. 2. Select a T riggering Event and Set the Conditions The types of events that can be used to trigger a rule can be divided into call related trig gers, system t riggers, and s tatus change trigg ers. Each grou ping is shown below along [...]

  • Page 160

    IP edge Personal Call Handler 156 TOS HI BA IPedge UG 06/11 • Account Code – Select the account cod e type to be used. For the last two options, enter a specific number in the box includ ing wildcard characte rs when needed. See Like Matches and Unlike Matches for use of wildcards. • Call Answered – Whenever a call is answered on the phone.[...]

  • Page 161

    IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 157 • Call T ype – Select the ca ll type for the ringing call. • Call Direction – Select the direct ion of the call to be triggered. • Call was Answered – Select whether the call was answered. • Phone Sof tware St artup – Happens whenever the Call Manager sof tware start s up[...]

  • Page 162

    IP edge Personal Call Handler 158 TOS HI BA IPedge UG 06/11 • ACD Call Ringing – Happens whenever a call rings on the phone that is part of an ACD group (ignor es non-ACD calls). • Call T ype – Select the call type for the ringing call. • Phone S tate – Select th e Phone S tate when the call arrives. • ACD Pilot Ext # – Select the p[...]

  • Page 163

    IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 159 • St atus is Idle – Wheneve r the station is idle and the DND button is toggled or whenever an ACD agent en ds “wrap-up” time and becomes availab le to take a call. • Do Not Disturb S tatus – Se lect whether the station is to be considered idle when the DND S tatus is... • [...]

  • Page 164

    IP edge Personal Call Handler 160 TOS HI BA IPedge UG 06/11 • Outlook Calendar Appointment – An event that occurs at the start time of the appointment and again when th e appointmen t time ends (‘Free’) . • Calendar S tatus – Select to match the Outlook Ca lendar S tatus options: Any , Free, Busy , Out of Of fice. • Event Importance ?[...]

  • Page 165

    IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 161 Like Matches When you design a Rule to trigger using a S pecific N umber (for the CallerID number or Account number ) or on a S pecific Name (for the CallerID n ame) you can design the rule to eith er search for an exact matc h or a “LIKE” match. A “LIKE” match simply uses wildca[...]

  • Page 166

    This page is intentionally left blank. Export Rules Once a rule has been designed, exp orting the rule is recommended to provide a backup copy and that file can be copied to other Call Manager s. T o export a rule, you will need to be in the Add/Edit Rule screen and click the Ex port Rule button. Pressing Export Rule copies the details of the ru le[...]

  • Page 167

    IPedge UG 06/1 1 TO SH I BA 163 Using Microsof t Outlook 14 Dialing from within Outlook When Outlook Phone Link has been insta lled, a "Phone Icon" will appear on your Outlook main T ool bar . Then when you are in any Outlook Cont acts folder and you have a contac t highlighted, you can press this butto n to dial. A dialing screen will po[...]

  • Page 168

    IP edge Using Microsoft Outlook 164 TOS HI BA IPedge UG 06/11 With this, you can see the informatio n about who is ca lling and then can manually open a Cont act or Journal. If opening a contact/jour nal manually is not desirable, you could also have a 2n d 'trigger/action' so that wh en you "Answered" a call it would automa tic[...]

  • Page 169

    IP edge Using Micros of t Outlook IPedge UG 06/1 1 TO SH I BA 165 Integrating with Outlook Calendar One typical integration with Outlook Calendar is to put Appointment infor mation on DSS key so that all other Call Man ager users know your cu rrent presence st atus. This example will turn on the DSS key with S tatus Message only and turn off the me[...]

  • Page 170

    IP edge Using Microsoft Outlook 166 TOS HI BA IPedge UG 06/11 Create Personal Call Handler Rules T wo Personal Call Handler Rules will be needed, both us ing the Outlook Calendar Appo intment event which sends a message when an a ppointment start s and a second when it ends. In this example, I want to tr igger the setting of the DSS message for any[...]

  • Page 171

    IPedge UG 06/1 1 TO SH I BA 167 Using Comp anion Applications 15 Cont acts The Cont acts companion ap plication tab has Dire ctories, Presence st atus and S peed Dial combined. The Contacts t ab lists current phone di rectories. Phone di rectories will include “CIX Directory” (created by defa ult), and any personal directories tha t you create.[...]

  • Page 172

    IP edge Using Compan ion Applications 168 TOS HI BA IPedge UG 06/11 CIX Direc t ory List o f names and extensions on the teleph one system. • T o Call – Press Enter to dial the highlighted number , or double-click the desired name from the list. • Drag and Drop to Create S peed Dial Button – Drag an entr y from the Directory to a Programmab[...]

  • Page 173

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 169 • T o Delete a Filter Entry – U se the pu ll down list and select an entry to be removed and pr ess Del. The filter strings are case sensitive and will hide all entries starting with exactly the same string of characters. Enterin g “A ” hides all entries that begin with [...]

  • Page 174

    IP edge Using Compan ion Applications 170 TOS HI BA IPedge UG 06/11 2. Right c lick on an entr y for options t o either call, ch at, broadcas t, edit or delete group. 3. When you select Edit group, the following dialog box displays. Use th e double arrow buttons to add or remo ve users from the group (shown right). T o use view Presence St atus[...]

  • Page 175

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 171 The Presence status shows the st atus o f users, such as Idle, Busy , etc. Right click the member to sta rt Chat or call the person through Call Manager .[...]

  • Page 176

    IP edge Using Compan ion Applications 172 TOS HI BA IPedge UG 06/11 History Call Manager auto matically creates a log of calls dialed an d received on the local telephone extension. This Call History provides the user with a valuable log of his or her phone calls. • Pages Buttons – In addition to the ot her toolbar icons, you can us e the First[...]

  • Page 177

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 173 • T ype – This can e ither be IC or CO indicatin g the type of call, internal or external. It also indicate s the S tation (ACD/Hunt Group, Announcement (AA), and voicemail. • Notes – Shows the ‘Notes’ that were t aken during this call. These Notes could have been at[...]

  • Page 178

    IP edge Using Compan ion Applications 174 TOS HI BA IPedge UG 06/11 The following functions are available on the toolbar : • Find Similar Calls (Filter icon) – Enables the Filters optio n pre- configured with information to match the selected call. This is very useful for finding calls made to or received from a cert ain person or phone numb er[...]

  • Page 179

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 175 3. Press the Search button to find the calls (on the curre nt page) that match AL L of the selected options. Call History will update the “Calls” counter and “Call Display” area on the main screen. • Search Button – Finds the c alls (on the current page) that match A[...]

  • Page 180

    IP edge Using Compan ion Applications 176 TOS HI BA IPedge UG 06/11 ACD Viewer The Call Manager ACD View er program allows Call Manager user s connected to S trata ACD to view the status of all ACD group s in which they are members. It shows the opera ting status of each group and as the group becomes b usier it chang es colors and can provide wa r[...]

  • Page 181

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 177 Logging In or Out • Click the Change Agent ID icon to open the ACD Login/Logout window . Note: The right list box shows available group s for the identified agent number . The left list box shows group s currently logged into. T o log into or out of one or more group s 1. High[...]

  • Page 182

    IP edge Using Compan ion Applications 178 TOS HI BA IPedge UG 06/11 T o Make Agent A vailable 1. Click the Make Available button. 2. Click Done. T o Set the ACD St atus to WrapUp 1. Click Set WrapUp button. 2. Click Done. Note: The Set W rapUp button is NOT av ailable on all installations. T o End WrapUp 1. Click the ACD S tatus button. 2. Click th[...]

  • Page 183

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 179 ACD Group St atus This section allows you to setup how ACD viewer changes ACD group st atus based on activity conditions. Dif ferent colors represent the dif ferent st atus conditions of (how busy is) each ACD group. Y ellow and Red represent warning and urgent statu s levels re[...]

  • Page 184

    IP edge Using Compan ion Applications 180 TOS HI BA IPedge UG 06/11 Active Status (Green), Idle St atus (Blue), and Disabled St atus (Black) The ACD Group S tatus will automatically appear Green if there are agents logged into the group and there are calls t aking place in the group, but there are no waiting calls for th e group. The status will au[...]

  • Page 185

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 181 CM LCD In some cases you may want to keep the ACD viewer hidden but have it send messages to the LCD display of the Call Manager to show the ACD queues status. This is of ten very useful when the Call Manager is do cked to the screen and you want to conserve screen sp ace for us[...]

  • Page 186

    IP edge Using Compan ion Applications 182 TOS HI BA IPedge UG 06/11 Miscellaneous If on your system each Agen t ID is the same as his/her PBX extension you should enable the “PBX exte nsions correspond to Agen t IDs” option. That is agent ID “100” uses PBX extension “100” , agent ID “105” uses PBX extension “105, etc. With this ty[...]

  • Page 187

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 183 Black (Disabled) = the ACD queue is disabled (either b y a supervisor or by being afte r-hours in the schedule) . T o ’expand’ the information on an ACD grou p, simply click on the Plus sign next to the status icon. Other thing s you can do to a queue via right-click menu in[...]

  • Page 188

    IP edge Using Compan ion Applications 184 TOS HI BA IPedge UG 06/11 In the expanded view , the “My S tatus” ic on is a special icon that shows your status in the ACD group (logged in, logged out, busy , in wrap-up, etc.), and when you righ t-click on your icon you can change your sta tus or perform a function. The options provided are: • Log [...]

  • Page 189

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 185 Requesting Supervisor Help When the Request Help Call to Supervisor function is se lected, this sends a He lp Request to a supervisor in the ACD Grou p. Once you initiate the request you will receive a notification that the request has been sent. If the supervisor accepts your r[...]

  • Page 190

    IP edge Using Compan ion Applications 186 TOS HI BA IPedge UG 06/11 Chat The Call Manager Chat pr ogram allows Ca ll Manager users connected to the Net Server to interactively have chat co nversations. This is an integr ated text- messaging function that let s you communicate with other Call Manager use rs using text messaging ‘calls’ even whil[...]

  • Page 191

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 187 T o Place a Chat Call 1. Choose w hom to send a message to by expanding a grou p in the main Chat window . If someone has lo gged out of Call Manager Ch at the icon will appear in gray , and it will show Off Line and the date and time they went off line. Y ou cannot place a chat[...]

  • Page 192

    IP edge Using Compan ion Applications 188 TOS HI BA IPedge UG 06/11 T o Send a T ext Message 1. Press a pre-programmed Response button or T ype the message int o the text bo x at the botto m of the windo w and pres s either the Send button or the Enter key on your keyboard (shown below). Options During a Chat Conver sat ion Several options ar e ava[...]

  • Page 193

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 189 T o Open a Whiteboard (Collaborative) Session • Click Share Whiteboard Screen. This option is only offered once the called party has responded to the Cha t session. T o Send a Broadcast Message Call Manager Chat allows you to send a br oadcast message to one or more Chat recip[...]

  • Page 194

    IP edge Using Compan ion Applications 190 TOS HI BA IPedge UG 06/11 3. Define the Urgency , Normal o r Urgent for the message delivery . When Normal is selected, the Broadcast message is sent to your recipien t(s) in black text and when Urgent is select ed the text is in red (shown below). 4. Define the Destination Options: • A checkmark in the T[...]

  • Page 195

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 191 Chat Feature Operation Do Not Disturb The Chat Do Not Disturb (D ND) feature is disabled by default. For this feature to operate, the “Enable Do Not Disturb” featur e must be selected in the Features T ab of Chat Setup. This feature works independent of Call Manager’s DND.[...]

  • Page 196

    IP edge Using Compan ion Applications 192 TOS HI BA IPedge UG 06/11 Response Buttons All buttons can be changed on-lin e from the Silent Message Conversation window . The first 8 buttons can have th eir responses defined in Chat Setting s; all others can only be define d using the following pr ocedure. T o Add/Change T ext in Response Buttons • R[...]

  • Page 197

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 193 Personal Group s T o Add or Change a Personal Group • Right click a group name in the Chat window and choo se either Add a New Group or , if offered, Cha nge this Group to create a per sonal group. Name the group and add or remo ve names for that group as follows: • Chat Lis[...]

  • Page 198

    IP edge Using Compan ion Applications 194 TOS HI BA IPedge UG 06/11 Whiteboard Operation T o access the Whiteboar ds option, from the V iew menu, select Whiteboard. This window provides tools for sharing informatio n on each of your PCs with the another user with an open Ch at conversation. Whiteboard Menus The menus on the whitebo ar d are context[...]

  • Page 199

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 195 Drag and Drop Files Files can be shared using the Whiteboards. A file such as a .JPG file can be dragged onto the White Board window an d the image will display on the other ’s shared window . Also, other files can also be shared such as Word document s. These files will be sh[...]

  • Page 200

    IP edge Using Compan ion Applications 196 TOS HI BA IPedge UG 06/11 Configuring Chat Y ou configure Chat by making parame ter choices in the Se tup dialog box. Y o u can make Chat integrate with oth er applications including your sof t phone by using the DDE Inte rface command s. These are defin ed in the “Interfac ing with Other Programs” on p[...]

  • Page 201

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 197 On Incoming Broadcast Message • Normal Message – Check box next to “Pla y W ave file:” to allow playing a W A V file each time a new broadcast message comes in. Y ou can click on Browse to specify which W A V file you want to play . Y ou can test your WA V file by clicki[...]

  • Page 202

    IP edge Using Compan ion Applications 198 TOS HI BA IPedge UG 06/11 T o Change Message in Response Buttons Note Only the first eight Re sponse Bu ttons can be changed from the Preferences window . All buttons can be changed on-line when in a conve rsation. The procedure to change a bu tton is identical in the Preferences Wind ow as when done on-lin[...]

  • Page 203

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 199 Features T ab In the Features ta b, two features can be enabled and the locatio n where the settings will be saved is specified. Features • Allow Others to Push a URL to me – Check to allow URL ’s to be pushed to this location by othe rs. When disabled, other u sers cannot[...]

  • Page 204

    IP edge Using Compan ion Applications 200 TOS HI BA IPedge UG 06/11 Logging T ab The log ging tab window is used to en able the logging o f all conversatio ns to a file and define ho w the file is to be named. Log Silent Message Conversations T o a File • Auto Logging Enabled – Enter a check mark in the box to log all Chat conversations to a fi[...]

  • Page 205

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 201 Format of the DDE Command Interface Other programs can be setup to send DDE comm ands to trigg er actions in Chat to perform a set of functions. The basic format for this DDE command is as follows: • Application Name: MSGPOP • T opic: SYSTEM • DDE Execute S tring: <Comm[...]

  • Page 206

    IP edge Using Compan ion Applications 202 TOS HI BA IPedge UG 06/11 Command 2 – Open a Chat Session with this User Name Format: CALLNAME, "Name", Msg_T ype, "Message", Send_Option where: • CALLNAME = The command name. • “Name” = T he name of the person t o chat with. Th is name must match the name used in the Chat dir [...]

  • Page 207

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 203 Command 3 – Set DND option on or off in Chat Format: DND,DND_S tate,"Message" where: • DND = The command name. • DND_S tate = Enter “ON” for turnin g on DND or “OFF” when turning off DND. • “Message” = Enter the text message to be sent to callers re[...]

  • Page 208

    IP edge Using Compan ion Applications 204 TOS HI BA IPedge UG 06/11 3. In Call Manager create two Perso n al Call Handler Rules to trigger when the DND status changes causing Chat DND to follow Call Manager ’s DND st atus. The two rules are shown below . Command 4 – Sending a Chat/Broadca st Message Format: ONESHOT , Ext #/“Name”, Urgency ,[...]

  • Page 209

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 205 In DDE Message enter: ONESHO T ,”<T ech Support>”,H,”Group Meeting at &U+’15 ’”,60 3. In Call Manager creates a Persona l Call Handler Rule to trigger when a Calendar Reminder event occurs an d the Subject matches Group Meeting. This trigger will result in [...]

  • Page 210

    IP edge Using Compan ion Applications 206 TOS HI BA IPedge UG 06/11 Dialer The Dialer allows Call Manager users to easily schedule phone calls to be placed later . For example, when a sales represe ntative arrives in the mornin g he may know he needs to mak e calls to 15 of his cust omers, so from MS Outlook he can drag/dro p the contact infor mati[...]

  • Page 211

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 207 •D a t e – this column shows the date the call is to be pla ced or when the call was completed. •T i m e – this column shows the time the ca ll is to be placed or was completed. •S t a t u s – the status of the call. If this is blank the call is not due yet. Other st[...]

  • Page 212

    IP edge Using Compan ion Applications 208 TOS HI BA IPedge UG 06/11 Sorting Entries T o sort the entries simply click on the column header by which yo u desire the sort to occur . Click the same column header again and it will switch the sort from ascending to descending (or vice versa). Thus if you want to sort-by- name click the “Name” column[...]

  • Page 213

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 209 action could be a nything, but typical uses would probably be to open a Journal entry or pop up an after -call survey form to take note s on the call. Adding Calls to the Dialer Adding/Changing a Call Record Calls can be added manually , imported or use drag- and-drop techniques[...]

  • Page 214

    IP edge Using Compan ion Applications 210 TOS HI BA IPedge UG 06/11 Methods for Adding Calls Of ten times you may want to add mu ltiple calls from contact or call information that might be cont ained in other applications. The Dialer provides a couple of ways to accomplish this. Drag-and-Drop from MS Outlo ok If you are using Microso ft Outlook, yo[...]

  • Page 215

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 21 1 with at least two columns (Name and Phone number) as shown in th e following example. Then simply use “Save As” and save the file as a “T ext (T ab delimited)” file, as shown in the following window . Note: Th e “CSV (comma delimite d)” format can also be used. Then[...]

  • Page 216

    IP edge Using Compan ion Applications 212 TOS HI BA IPedge UG 06/11 Drag-and-Drop Other file s Any program that can export cont acts into a “tab-delimite d” or “comma- delimited” text file format can oper ate with the Dialer . Similar to the MS Excel file, those files can then be dragged/d ropped or automatically imported into the power dia[...]

  • Page 217

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 213 Manager cannot detect an d display the Do-Not-Disturb setting of the phone, in which case this setting has no effect. • Delay Between Calls – it’ s often desirable to provide some “wrap-up” time afte r the last call before dialing the next call. This value is us ed to [...]

  • Page 218

    IP edge Using Compan ion Applications 214 TOS HI BA IPedge UG 06/11 when the button is pressed. Op tionally , the label ca n be changed to meet your needs. Press Save to keep your new settings. Advanced T opics Import File format ASCII text files can be easily imported by the power dialer as long a s the file format is as follows: • One record pe[...]

  • Page 219

    IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 215 Buttons All buttons in the Call Manager are created equal so that any button can be programmed as any other button . The More Buttons comp anion application also be used for ACD functionality . Each Button comp anion application can be assigned one of the 8 global banks, which e[...]

  • Page 220

    IP edge Using Compan ion Applications 216 TOS HI BA IPedge UG 06/11 Web Browser Call Manager provides an i ntegrated web browser window for acce ss to Internet o r Intran et locations , or direct access to local HTML files. In addition to basic browsin g, you can create custom web applications to exte nd the functionality of Call Manager fo r your [...]

  • Page 221

    IPedge UG 06/1 1 TO SH I BA 217 W eb-based User Administration 16 This chapter familiarizes you with the Web-based Enterpri se Manger User administration tool. Y ou can manage your commun ication devices using a web browser from even remote locations. The user can access the T elephone system to personalize telephone settings, retrieve information [...]

  • Page 222

    IP edge Web-ba sed User Administration 218 TOS HI BA IPedge UG 06/11 Log In 1. S tart Microsoft Internet Explorer . 2. Enter the appropriate URL address field (c heck with your System Administrator). The Enterprise Man ager screen displays. 3. Enter the following: User Name: Extension Number Password: Extension Number (def ault) Note: This screen m[...]

  • Page 223

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 219 Home Using the Home screen, you can do any of th e following functions. The buttons that display on this screen is based on the your te lephone - 10 button or 20 buttons. • Set Distinctive ringing patterns • Assign new keys or change keys • Change button labels • Change [...]

  • Page 224

    IP edge Web-ba sed User Administration 220 TOS HI BA IPedge UG 06/11 Keystrip Labels The Feature Key or Button assig nments enable ea ch button on the telephone to be addresse d and coded to re present a function or feature to be performe d. The telephone button layout on the screen will look like the telephone connected to th is extension. Some fe[...]

  • Page 225

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 221 DND Activating When you activate Do Not Disturb (DND), internal and exter nal calls do not ring your telephone. Caller s may be blocked and receive DND busy tone when they call your telephone; or , calls will call forw ard busy or no answe r depending on how many appearances of [...]

  • Page 226

    IP edge Web-ba sed User Administration 222 TOS HI BA IPedge UG 06/11 • S tation and System S peed Dial index numbers can be ente red. The S peed Dial index number will automatically dial out on the extension or Line progr ammed on the One T ouch button with the associated S peed Dial index number . • Functio n buttons, except On e T ouch or a P[...]

  • Page 227

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 223 Ring T ones T o set distinctive ringing 1. Left mouse click the key button. The S tation key data dialog box displays. 2. Under T o ne Pitch, enter the appr opriate levels for External Pitch and Internal Pitch. See table be low . 3. Click OK. 4. Click the Save icon to save setti[...]

  • Page 228

    IP edge Web-ba sed User Administration 224 TOS HI BA IPedge UG 06/11 Settings Y ou can modify your telephone settings using Settings screen. Y ou can click on the differ ent tabs to access different telepho ne settings. 1. After you have entered the setting s in the parameters. 2. Click the Save icon. Note: Hove r over the bubbles located above the[...]

  • Page 229

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 225 Call Forward This screen has two p arts: • CF Internal Calls and Line Calls • CF Direct Line Calls CF Internal and Line Calls This Call Forward option allows you to fo rward internal calls and out side line calls that come to your extension to another destin ation. The desti[...]

  • Page 230

    IP edge Web-ba sed User Administration 226 TOS HI BA IPedge UG 06/11 T able 13: Call Forward Internal Calls and Line Calls, CF Direct Line Calls F IELD D ESCRIPTION CF All Calls to Call Forwar d Destination. The call forward destination is the tel ephone number that sho uld be called when your telephone cal l forwards. The call forward destination [...]

  • Page 231

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 227 CF Internal – CF Busy or No Answer to When Call Forward Busy or No Answer is activated on your telephone and your telephone receives an intern al call or incoming line call the following call forward operation occurs: If your telephone is busy on an existing call, new internal[...]

  • Page 232

    IP edge Web-ba sed User Administration 228 TOS HI BA IPedge UG 06/11 Speed Dial Y our telephone must have S tation S peed Dial numbers enabled by your System Administrator to provide the S tat ion S peed Dial fe ature. Y ou can have a maximum of 100 S tation S peed Dial Numbers (up to 32 digi ts each) assigned to each station . Only the S peed Dial[...]

  • Page 233

    IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 229 V oice Mail Y ou can modify your V oice Mail settings using this screen. 1. Make the appropriate changes. 2. Click the Save button. Using this menu, you can make changes to the following: • Change the Message W aitin g light for the mailbox. • T ime zones in which the user n[...]

  • Page 234

    IP edge Web-ba sed User Administration 230 TOS HI BA IPedge UG 06/11 Preferences Using this screen you perfor m the following functions: Select the Phone display language MPM display language MPM Color scheme Email address to be displayed Enter the Remote Call Forward / DND password Change your Enterprise Mana ger User access p assword FRL This opt[...]

  • Page 235

    Index A ~ C IPedge UG 06/11 231 Index A account code, 134 account codes, 37 forced, 37 verified/non-verified, 37 account number, 136 ACD, 220 ACD call ringing, 158 ACD key view, 104 ACD Keys, 130 ACT, 85 action keys, 129 action variables, 148 actions creating actions, 133 importing, 151 testing, 152 advisory message default code table, 39 all call [...]

  • Page 236

    Index D ~ K 232 IPedge UG 06/11 call handler mode, 92 call handler rules, 92 , 166 add or change, 154 creating, 154 delete, 154 call hold, 26 call info export, 134 call pickup, 46 , 220 call waiting, 56 calling, 23 calling from SoftIPT, 34 , 35 calls answering, 96 hold, 97 outgoing, 95 transferring, 97 chat, 186 class of service override, 56 Cnf/Tr[...]

  • Page 237

    Index L ~ P IPedge UG 06/11 233 ACD, 130 action, 129 change, 126 copy, 126 DSS extension, 130 feature code, 127 initialize, 126 label, 127 PBX command, 128 run program, 131 speed dial, 127 swap, 126 system, 128 web, 131 keys combination, 144 creating keys, 131 special, 143 keystrokes, 142 L language code, 52 LCD 3200-serie s bu ttons, 30 LCD displa[...]

  • Page 238

    Index R ~ W 234 IPedge UG 06/11 popup, 117 preferences user, 104 presence, 169 privacy override, 56 programmable keys, 126 R ready to dial, 109 re-dial, 95 redial, 15 , 88 ringing distinctive settings, 223 line preference, 22 ringing line preference, 25 run program, 131 S screen phone, 136 popup call info, 139 security code, 218 shift key, 15 short[...]