Axxess Interface 8690 manual

Axxess Model 8690 User Guide ® Inter -T el Pr otocol (ITP) Mode[...]

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N OTICE This Inter- T el ® Axxess ® Us er Guide is released by INTER -TEL, INC. as a guide for end- users. It provides informatio n necessary to use the Model 86 90 endpoi nt. The contents of this user guide, which reflect current Inter -T el standards, ar e subject to revision or change without notice. Some features or applications mentioned may[...]

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iii © Inter-T el, Inc. November 2004 printed in US FINDING Y OUR W AY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Wel come . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About This Gui de . . . . . . . . . [...]

iv CONTENTS P AGE Using Account Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Using the Directories . . . . . . . . . . . . . . . . . . . . . . . . [...]

1 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Finding Y our Way SECTION CONTENTS P AGE Wel come . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About This Gui de . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About Y our endpoint. . . [...]

2 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY W ELCOME Y our new Model 8690 is a network endpoi nt (telephone or other communication device) that provides communications services to your desktop . The Model 8690 sup- ports two dif ferent modes of network protoc ols, and can operate in either Inter- T el Protocol (ITP) mode or Ses[...]

3 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY A BOUT Y OUR END POINT Y our Model 8690 is a desk top endpoint that uses t he technology avail able with a Per- sonal Data Assistant (PDA). The operating system on the endpoint is a customized version of Microsoft ® Windows ® CE .NET 4.2. The Model 8690 has a Liquid Crys tal Displa[...]

4 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Port s and Connectors Y our Model 8690 also provides several diff erent types of ports and connectors (pic- tured below) for advanced functions. These includ e the fol low ing: • Light Emitting Diodes (LEDs): Shows the status of the netwo rk conn ectio n. • External Microphone Jac[...]

5 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Optional USB Devices Y ou 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 detec t the device when the endpoint is po wered on. Y ou can configure the keyboard [...]

6 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Power Requirement s The Model 8690 should remain powered on at all times. The endpoint receives power from an individual power supply unit. It is import ant t o use a power supply unit that is compatible with the endpoin t. The Inter -T el Univ ersal Power Supply (part number 806.1 1 [...]

7 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY T ELEPHONE I NTERFACE The Model 8690 user interface contains elemen ts that simulate a traditional Inter-T e l six-line display end point. These elements allow you to place and receive calls and access endpoint and voice mail f eatures from the Model 8690 just like a conve ntional In[...]

8 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Feature Buttons The feature buttons are design ed to automate som e of th e commonly used functions, such as dialing an outside number . Each of these is described in the table below . In addition to the buttons identified in the preceding table, yo ur endpoint has a Spe- cial button [...]

9 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Display and Menu The six-line display area of the interface provides basic syst em information as well as a menu to access more advanced endpoint features. The firs t two lines of the display contain user and system informat ion . The lower four lines of the display contain menu opti[...]

10 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Unified Communicator Element s Unified Communicato r (UC) is a productivity tool designed to help yo u manage your communication effectively . UC allows you to interact with the software through per- sonal computers, desktop ph ones, cell phones, handheld org anizers, and speech. W i[...]

11 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Interface Skins Y ou can customize your endpoint’ s appearan ce by se lecting a “skin” and applying it to the interface. All skin options include navigation buttons, a display , a dialpad, and feature buttons. Skin options fo r the interface are s hown below . T o select a ski[...]

12 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY A BOUT THE O PERATING S YSTEM The operating system on the Model 8690 is a customized version of Microsoft W in- dows CE .NET V4.2. When you first power up your endpoint, the screen remains blank for approximately 10 second s. After thi s period, the W indows CE .NET desktop appears, [...]

13 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Input Panel The operating system incl udes an on-screen keyboard fu nction called the Input Panel. When a feature requires you to enter characters, the Input Panel pops to the front of the screen. T o access the Input Panel, pres s the Inpu t Panel icon ( ) located in the far-right [...]

14 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY System Registry The information stored in the W indows CE .NET registry is not accessible. The regis- try contains a number of setti ngs and preferences that are saved in two separate loca- tions for backup purpo ses. T o safeguard registry settings, it is recomm ended that you save [...]

15 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY A BOUT V OICE M AIL V oice mail is an application that is part of the Inter-T el V oice Processor . W ith the voice mail application, you an d other call ers can send and receive recorded messages from any digital endpoint, multi-prot ocol endpo int, or other device on the telephone[...]

16 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY W HAT Y OU S EE AND H EAR Y our Model 8690 and the t elephone system come equipped with many featur es. T o help you understand what everything means, it is recomm ended that you rea d the fol- lowing info rmation befor e you use your endpoint: • The endpoint has a 640x480 pixel LC[...]

17 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY G UIDELINES FOR U SING THE M ODEL 8690 E ND POINT It is recommended that you read the following guidelines before using your Model 8690 endpoint: • Consult your system admin istrator and you r local Inter-T el servicing company fo r important information about dialing em ergency s[...]

18 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY E ND POINT B ASICS Before you begin using your endpoint, take a moment to learn ho w to complete basic tasks such as adjusting the angle of the endpoint, using the speaker and the micro- phone, and using a headset. Adjusting Y our End point’ s Viewing Angle Y our Model 8690 ha s an[...]

19 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Using the S peakers and Microphone If you are not using a headset, you can talk handsfree u sing your speakers and micr o- phone. The microphone has a mute feature, wh ich, when enabled, allows you to hear the other party but they cannot hear you. (This does not put the party on hol[...]

20 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Using the Message Button In today’ s busy world, it’ s almost guara nteed that you will call someone th at 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 t[...]

21 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Retrieving Messages T o retrieve a message (Message Indicator lamp is flashing): Lift the handset and press Message . A call is automatically placed to the end point or message center that left the message. (See page 25 for information about accessing your mailbox.) T o select the m[...]

22 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY V OICE M AIL B ASICS T o begin using your voice mailbox, you need to complete a few basic setup proce- dures to initialize your mailbox, custom ize your personal greetings, record your voice mail directory name, and access your mail box. For additional voice mail options, see page 62[...]

23 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Recording Y our Personal Greetings Y ou can store two dif ferent personal greetings in your voice mailbo x: a primary and an alternate. Y ou can then select whic h greeting you want played when a caller reaches your voice mailbox. Because the purpose of this greeting is to tell call[...]

24 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY Recording Y our V oice Mail Directory Name Y our recorded name is used to identify you in the voice mail directory and to verify your mailbox number when messages are addressed to you. T o change your director y name: 1. Access your mailbox as d escribed on page 25 . 2. Press to sele[...]

25 Axxess ® Model 86 90 User Guide – ITP Mode FINDING Y OUR WAY Accessing Y our Mailbox If you have a message waiting in your mailbox, you must access your voice mailbox to retrieve it. TIP: Generall y , pressin g durin g any voice mail operation will advance you to the next step. For exa mple, when leaving a voice mail message for another voice[...]

26 Axxess ® Model 8690 User Guide – ITP Mode FINDING Y OUR WAY[...]

27 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Getting Star ted SECTION CONTENTS P AGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Setting Backlight Op tions . . .[...]

28 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED I NTRODUCTION Now that you know what your Model 8690 can do, it’ s time to start using it. In this section, you’ll lear n how to set system tr ay menu options, install software upgrades, and use basic endpoint and voice mail feat ures . Most of the features in this section do not[...]

29 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED S ETTING B ACKLIGHT O PTIONS T o save po wer and extend the life of th e di splay , you can set an option that will auto- matically shut of f the display’ s backlight. When the endpoint remain s inactive for the specified amount of time, the display automatically go es into “slee[...]

30 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED C ONFIGURING VLAN P ORT S T o improve voice quality and security , your network administrator may place your endpoint in a V irt ual Local Area Network (VLA N). A VLAN is a network of computers that beha ve as if they are connected to the same wire, even though t hey may be physicall[...]

31 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED U SING THE S YSTEM T RAY M ENU T o access the system tray menu, pr ess the system tray icon (see page 10 ) to display the menu. Menu-accessible options are discussed throu ghout this section. Setting Options The system tray menu provides access to th e Options dialog box, which allow[...]

32 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Appearances T ab T o set or edit options on the Appea rance tab: 1. Select Specify alternate appearance to change the default skin (see page 1 1 ). 2. Select the UC functi ons where you would like to use large icons. Y ou m ay want to use large icons so that screen items are easier t[...]

33 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Advanced T ab T o 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 n umber . When Auto Dial is enabled, t he @ symbol is hi gh- lighted. Pressing the @ symbol quickly enables/disa bles the Au[...]

34 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED 4. Enable or disable the following options: • Log to file : Diagnostics are logged to a fi le stored in the My Computer folder on the endpoint. This option is ON by defaul t. NOTE: This file is sto red in an area of the file system that will be lost if you reset the endpoint. If yo[...]

35 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Adding a .NET Passport NOTE: This option is only avai lable when you are logged on to UC. Microsoft Passport is a “universal login” service that allows users to log in to many W eb sites using one account. W orking with .NET Messenger service, passport holders can also send messa[...]

36 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Auto Upgrade and Pending Upgrades Although your endpoint automa tically checks for upgrades, you can run the Auto Upgrade feature using the Advanced option on the sy ste m tray menu. If there are no new upgrades available, you will not be notified , and your endpoint will fu nction n[...]

37 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED St ation Password NOTE: This option is only avai lable when you are logged on to UC. The station passw ord allows you t o quickly add your end point as a device t o UC. T o set the station password: 1. Press the system tray icon, then select Advanced – Set S tation Password . 2. En[...]

38 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED I NST ALLING S OF TWARE U PGRADES Periodically , your en dpoint automatical ly checks for the following upgrades: • Firmware: Y ou are notified t hat t he up grade is starting, and the client appl icatio n continues to run. Y ou can monitor the pro gress of the upgrade on t he six-[...]

39 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED • Operating System: The client application exits, and the upgrad e application launches. An upgrade o f the operating system takes approximat ely 30 minutes to complete. The upgrade application erases the exis ting version of the operating system from the persistent memory . Upon c[...]

40 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED When an upgrade is available, the Software Upgrade dialog box opens, and you are prompted to install the upgrade. T o 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 [...]

41 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Placing Intercom Calls T o place an intercom call: 1. W ith or without the handset lifted, dial an extension num ber . 2. If your call goes through handsfr ee to an endpoint’ s speaker , speak after you hear a double tone. If you hear conti nuous ringing, wait for the call to be an[...]

42 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Receiving Intercom Calls Y our endpoint can receive both intercom and non-handsfree intercom calls. If the handsfree feature is enabled on your endp oint, intercom calls are automatically answered. Non-handsfree intercom calls (see page 41 ) override the handsfree optio n. If your ha[...]

43 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Out side Calls W ith outside cal ls, you can talk to people who aren’t members of your telephone sys- tem. When you make an outside call, howeve r , you must dial any area codes or long distance digits that your telephon e company requires. Placing Out side Calls T o place an outsi[...]

44 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Receiving Out side Calls T o receive an outs ide call: EITHER, Lift the handset. OR, Press Answer or the ANSWER menu button. Instead of answering a ringing call, you can press one of the following menu b ut- tons: • SEND TO V -MAIL : Sends the cal l directly to your voice mailbox. [...]

45 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED P LACING C ALLS O N H OLD Y ou can place calls on hold in one of two ways: individual or system. • Individual Hold places the call on hold at one en dpoint. It can then be directly picked up at that endpoint or it can be picked up at another endpoint using the Call Pickup (Reverse [...]

46 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED P LACING C ONFERENCE C ALLS W ith the Conference feature, you can esta blish a conference call with up to three intercom and/or outside parties (four, including you). T o place a conference call: 1. While on the first call, press the CNF menu button to put the call on hold. 2. Place [...]

47 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED T RANSFERRING C ALLS Although transferring calls is considered a basic function of an endpoint, the Model 8690 has many advanced options for this feature. W ith your endpoint, you can trans- fer a call to another extension, voi ce mail, or even an outside line. T o Another Extension [...]

48 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED U SING R EVERSE T RANSFER The Reverse T ransfer (Call Pick Up) feature allows you to answer a call that is ring- ing or holdi ng at another endpoint. Fo r exam ple, if you are away from your wo rk sta- tion and you are aw are that a party is holding for yo u at your extension, you ca[...]

49 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Manual Call Forwarding Manual call forwarding allows you to send in coming calls to another extension num- ber . Y o u can even forward cal ls to outside numbers, if y our endpoint is programm ed to allow this. T o forward calls: 1. Press Fwd . 2. Select one of the following menu but[...]

50 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED System Forwarding System Forwarding allows the system to automatically route calls based on the type of call and the status of your telephone. Al though you cannot program the path of a system forward, you can enable or disable this feature on your endpoint. T o enable or disable Sys[...]

51 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED R EDIALING A N UMBER The Redial feature allows you to quick ly redial the last outside number you dial ed. Although most phones redial the last n umber dialed , your system administrator can program your endpo int to redial the last number saved . For UC red ial options, see page 89 [...]

52 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED 4. When the message has fini shed playing, you hav e the following option s: • Press to replay the message from the beginn ing. • Press to reply to the message. Y ou have the following optio ns: — Press to leave a voice mail message for the caller . If the caller had a mailbox [...]

53 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Undeleting Messages If you accidently delete a voice mail messa ge, you can retrieve it within a specific time frame (programmed by your vo ice mail administrator). Any retriev ed messages are then restored to your saved-message queue. Messages that are not undeleted within the prog [...]

54 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Sending Messages T o send a voice mail message: 1. Access your mailbox as d escribed on page 25 . 2. Press . 3. Dial the desired mailbox number or group list num ber . 4. Press to accept the subscriber ’ s name. 5. Record your message after the tone. Whil e recording, you have the [...]

55 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED Canceling Unheard Messages Y ou can canc el unretrieved messages that y ou have sent to in dividuals, but not mes- sages that you sent to group lists. T o cancel unheard messages: 1. Access your mailbox as d escribed on page 25 . 2. While listening to the voice mail main men u, press[...]

56 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED U SING D O -N OT -D ISTURB M ODE If you are away from your d esk, or if you d o no t want to be disturbed, yo u can u se 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, t[...]

57 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED T o enable DND: 1. Press the DND menu butto n. 2. EITHER, Dial the two-digit number correspondin g to the message you want to use. OR, Press the SCROLL menu button (and PREVIOUS or NEXT ) or press the Vo l - ume high button (up arrow) or Vo l u m e low bu tton (down arrow) to scrol l[...]

58 Axxess ® Model 86 90 User Guide – ITP Mode GETTING ST ARTED[...]

59 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Moving On SECTION CONTENTS P AGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Setting Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Endpoint Configuration . . . . . . . . . . . .[...]

60 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON I NTRODUCTION In this section, you’ll learn how to progr am your endpoint, use directories, access your voice mailbox remotely , and perform va rious other functions. The features in this section do not require the endpoint to be logged on to UC. Fo r instructions on how to use UC advanced[...]

61 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Selecting a Ring T one The ability to chan ge your ring tone is helpful in close-quartered environments. If your ring tone is unique, you can quickly identify w hen a call is ringing on your end- point. T o select the type of ring tone for your endpoint: 1. W ith the handset in the cradle, d[...]

62 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Enabling Automatic Call Answer The Automatic Call Answer feature deter mines whether or not you are automatically connected to a caller when you lift the handset (or press Answer ). If this feat ure is enabled, you are automatically connected when you go off-hook. If it is disabled, yo u mus[...]

63 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Changing the V oice Mail Message Envelo pe When you receive a voice mail message, voi ce 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 messag e length. By defa ult, the env elope contains all of [...]

64 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Changing the Call Screening T ransfer Meth od NOTE: The Call Screening feature is available on ly if it is enabled for your mail box (ask your voice mail administrator). Depending on the transfer method you select, transferred calls from voice mail may be unannounced (as usual), or one of th[...]

65 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Changing the Message Search Order When more than o ne message is le ft in yo ur v oice mailbox, you can change the orde r in which you retrieve your messages, based on the date and time they were received. T o change the listening order of your messages: 1. Access your mailbox as desc ri be [...]

66 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON T o set up remote messaging: 1. Access your mailbox as d escribed on page 25 . 2. Press to select the Personal Options Menu. 3. Press . NOTE: This option is not available if you do not have Remote Messaging enabled. 4. Press to set up a primary cascade or press to set up an alternate cas- ca[...]

67 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON S PEED D IALING Speed dialing allows you (and your system administrator) to store frequently dialed numbers for easy dialing. Each number is stored on your endpoint (Station Speed Dial) or in the telephone system (System Speed Dial) and is identified by a location number . Once programmed, y[...]

68 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON 4. Dial the extension number or telephone numb er to be stored, as describ ed below: • Numeric mode (Message lamp unlit): En ter the number . NOTE: Y ou cannot use h yphens or colons in the number . If your n umber includes an asterisk, pound , hookflash, or pause, use the menu buttons to [...]

69 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON U SING R ECORD -A-C ALL NOTE: This feature is no t supported on peer-t o-peer (P2P) calls. Ask your network administrator if your endpoint is configured to use P2P audio. If your telephon e system is equipped wi th a V oice Processor (voice mail), you may have access to the Re cord-A-Call fe[...]

70 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON P AGING The Paging feature allows you to make an announcement throug h endpoint sp eakers or external speakers (if your system is e quipped with external paging equipment). T o prevent announcements from transmitti ng through every endpoin t in the system, this feature uses page zones. Each [...]

71 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON P ERFORMING A “H OOKFLASH ” D URING A C ALL Certain telephone service compani es may re quire a timed hookflash (a quick hang up and release). T o generate a hookfla sh while usi ng a line: EITHER, Pres s the FLASH menu button. If th e FLASH menu button is not visible, press MORE until y[...]

72 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON S CREENING C ALLS NOTE: This feature is a vailable only if your telephone system is equipped with a V oice Processor (voice mail). If your voice mailbox is p rogrammed correc tly , you can screen calls that are trans- ferred from voice mail. This allows you to accept and/ or refuse specific [...]

73 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON T o perform a directory search using your dialpa d buttons: 1. If your endpoint is idle, press the DIREC TOR Y m enu button, then press the menu button for the desired directory (IC DIRECTOR Y , OUTSIDE DIR, or FEA TURE DIR). If placing a call, choo se between OUTSIDE DIR and IC DIRECTOR Y .[...]

74 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON V oice Mail Directory Whenever voice mail asks you to enter a mailbox number , you can use the mailbox and extension number directories. Y ou can al so use these directories to leave a voice message with another user . Like the telephone directory , you don’t have to enter the full name be[...]

75 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON P ROGRAMMING R EMOTE F EATURE A CCESS If you are away from your desk and forgot to put your en dpoint in DND , don’t worry . W ith the Remote Feature Access, you can place your endpoint in DND or forward calls from any other endp oint on the system. And, if you have a special dial-up line,[...]

76 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Remote Feature Access T o access your endpoint from another endpoint: 1. EITHER, Call your Direct Inward System Access (DISA) number (p rovided by your system administrator). If required, enter your password. OR , Use any endpoint on the system. 2. Enter . 3. Enter your extension number . 4.[...]

77 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON R EQUESTING A GENT H ELP NOTE: This feature is no t supported on peer-t o-peer (P2P) calls. Ask your network administrator if your endpoint is configured to use P2P audio. Y our telephone system may be programmed to support the Agent Help feature, which allows you to request help from a desi[...]

78 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON W ORK ING IN H UNT G ROUP S Y our system may be pr ogrammed with “hunt gro ups.” Hunt groups are g roups of phones that share a common extension num ber in addition to having ind ividual exten - sion numbers. Thi s allows someone to call anyone in the group (using the common extension) o[...]

79 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON Logging In and Out of ACD Hunt Group s Agents can log in to and out of t he ACD hunt group at any time. W hile logged in, the agent receives calls through the ACD hunt group. When the a gent is logged out, calls to that ACD hunt group bypass the agent. T o log in to all of your ACD hunt grou[...]

80 Axxess ® Model 8690 User Guide – ITP Mode MOVING ON When you log in to a g roup, you may be au tomatically connected to a call after you hear a short ring burst. If the ACD Agent ID Automa tic Connect option is enabled fo r your hunt group and you are using a headset, you will be automatically connected. If this option is not enabled for your[...]

81 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Using UC SECTION CONTENTS P AGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Logging On and Off of UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Using UC V iews . . . . . . . . . . . . . . . . . . [...]

82 Axxess ® Model 86 90 User Guide – ITP Mode USING UC I NTRODUCTION In this section you’ll learn how to l og on and off of Unified Communi cator (UC) and use UC views to access advanced endpoi nt features and presence management options. NOTE: Before you use UC on your Model 8690, you must create a UC ac count using the Web Client, which is t[...]

83 Axxess ® Model 86 90 User Guide – ITP Mode USING UC U SING UC V IEWS This section provides instructions on ho w to use UC features and options from your Model 8690. Placing a Call The most common task you can complete using UC is to place a call. Y ou can place a call using any of the following features in the UC view: • Search feature ( pa[...]

84 Axxess ® Model 86 90 User Guide – ITP Mode USING UC U NIFIED C OMMUNICATOR V IEW 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, t[...]

85 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Performing a Search NOTE: Y ou must use the Web Client to use the Advanced Searc h function. ALSO: Unified Communicator will automaticall y try to eliminate duplicate results from the search results list. If the search match es an account, as well as on e or more devices owned by the account[...]

86 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Search results appear in a table under the followi ng columns as y ou type: • Name : Indicates the type of contact displa yed 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 conta[...]

87 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o perform a search: 1. Press Unified Communicator on the endpoint display . 2. Press Search . 3. Use the Input Panel to enter search info rm ation by contact or device name or by number . 4. When the search is complete , do any of the following: • T o add the sear ch result to the addr e[...]

88 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Redialing a Number The Redial feature displays the last five ou tgoing cal ls (from the call lo g) as buttons containing information about the call. Y ou can press one of the buttons to place a return call. T o redial a number: 1. Press Unified Communicator on the endpoint display . 2. Press[...]

89 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Wo rking With the Speed-Dial List If you have added contacts to your speed-dial list, the li st 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 [...]

90 Axxess ® Model 86 90 User Guide – ITP Mode USING UC M ESSAGES V IEW The Messages view displays a list of voic e mail, station, and system messages. Addi- tional details are provided when pressi ng . The messages are listed in a table contain ing the following col umns: • From: Specifies the message type. This colu mn also indicates the numb[...]

91 Axxess ® Model 86 90 User Guide – ITP Mode USING UC C ALL L IST V IEW The Call List view displays a list of your current call s. These include calls that are ringing, connected, or holding. The Call List view automatically appears any time you place or receive a call and re main active until you nav igate to a different view . When the last c[...]

92 Axxess ® Model 86 90 User Guide – ITP Mode USING UC • 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 cal l list, the s tate of the call determines which Call Contr[...]

93 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o save a new telephone number for an identified contact: 1. Select the contact type to associate w ith the number (e.g., Mobile, Home, etc.). 2. Press OK to store the number or Canc el to cancel. 3. Select the check box if you do not want to be prompted to save telep hone numbers in the fu[...]

94 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o create a confer ence call, us e one of the following options: • T o confer ence selected or holding calls : Select two or more connected or holding calls in your call list. Press . • T o confer ence all calls : W ith one call selected, press . The selected connected and/or holding ca[...]

95 Axxess ® Model 86 90 User Guide – ITP Mode USING UC C ALL L OG V IEW The Call Log view allows you to view a hi story of your recent calls. For each call, you can view call details such as the call ty pe, 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, th[...]

96 Axxess ® Model 86 90 User Guide – ITP Mode USING UC • Name/Number: Displays the name and number of the caller or called party (if available). If the name/number is not recognized, UC indicat es that the calle d party/caller is unknown. If the caller is a device or account (or a contact linked to a device or account), this column also displa[...]

97 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o return a call: 1. Press Call Lo g on the endpoint display . 2. Double-press the endpoint icon next to the entry . 3. Select from any of the following opti ons: • 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’[...]

98 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Call Det ails Dialog Box The call log Details dialog box displays th e followi ng call in formation: • Ty p e : Displays th e call type (incoming or outg oing) with an icon (see page 95 ) and text. • Date/Time: Displays the date and time the call came in. • Name/Number: Displa ys the n[...]

99 Axxess ® Model 86 90 User Guide – ITP Mode USING UC A DDRESS B OOK V IEW NOTE: Y ou must use the Web Client to Sync hronize your UC Address Book a nd to add, edit, and delete Groups. The Address Book view is where you st ore and work with your contact informatio n. The address book stores two types of contact s: static and linked. Linked cont[...]

100 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Filtering Address Book Cont acts The tabs located along th e bottom of the Address Book table allow you to filter con- tacts. T o filter the cont act li st: 1. Press Address Bo ok on the endpoint display . 2. Filter the address book contacts, usin g ei ther or both of the following methods:[...]

101 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o check contact status: 1. Press Address Bo ok on the endpoint display . NOTE: The S tatus column displays the real-t ime status for the contact. Simple contacts (cont acts that ar e not linked to an account or device on the system) will not display a status. Contacts linked to system acc[...]

102 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o add a simple contact to your address book: 1. Press Address Book on the endpoin t display . (The list appears empt y if no con- tacts have been added.) 2. Press Add Contact . 3. Enter the following information for this contact : • Name (see page 104 ) • Wo r k (see page 104 ) • Ho[...]

103 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Adding a Linked Cont act A linked contact is connected to a UC acco unt or device in the system. Like simple contacts, linked contacts also store contact information. Unlike simple co ntacts, linked co ntacts also displ ay real-time stat us information for t he account or devi ce to which t[...]

104 Axxess ® Model 86 90 User Guide – ITP Mode USING UC T o access and edit address book contact information: 1. Press Address Bo ok on the interface. The Address Book view appea rs. 2. Press the contact you want to edit, then press Edit . Y ou can also double-press the contact to enter edit mode. NOTE: Thi s panel provides full access to all of[...]

105 Axxess ® Model 86 90 User Guide – ITP Mode USING UC — W ork Pager Number (64-character limit) — W ork Pager Number (64-character limit) — Wo r k We b P a g e (2048-character limit) NOTE: Include http:// in the Wor k We b P a g e address. • Home: Includes the following fields: — Home S tr eet Addr ess (64-character limit) — Home P[...]

106 Axxess ® Model 86 90 User Guide – ITP Mode USING UC C ALL R OUTING V IEW NOTE: Y ou must use the Web Client to set up your Call Routing rules and to create Greetings . The Call Routing view allows yo u to view and enable or di sable the call routi ng rules you created on your PC desktop using th e UC W eb Client. T o enable call routing, sel[...]

107 Axxess ® Model 86 90 User Guide – ITP Mode USING UC Receiving St atus Change Alert s The Status Change alert appears any time a status of someone in your UC speed-dial list changes. The alert info rmation differs as follows: • If the contact in your speed-dial list is a device: The alert indicates the person whose status changed and the ne[...]

108 Axxess ® Model 86 90 User Guide – ITP Mode USING UC[...]

109 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE Learning More SECTION CONTENTS P A GE Introductio n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 10 What the Administrato rs Can Do for Y ou . . . . . . . . . . . . . . . . . . . . . . 1 10 Frequently Asked Questions (F AQs) . . . . . . [...]

11 0 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE I NTRODUCTION If you want to know more about you r endpoint and voice mail system, this is the sec- tion for you. With additional information and F AQs, y ou should be able to find answers to most of y our questions. NOTE: Because the tele phone system is very flexible an d programmab[...]

111 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE F REQUENTLY A SKED Q UESTIONS (F AQ S ) This section includes some of the most frequently asked questions. If you have prob- lems with your end point or voice mail box, refer to this section befo re you contact the appropriate administrator or your local Inter-T el dealer . Q1. How do [...]

11 2 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE Q7. Why don’ t the local telepho ne company star codes (i.e.*8 2, *69, etc.) work when I pr ess the Outgoing button or use the Outgoing Call fea ture cod e ( by default) to call an outside n umber? A7. Rather than pressing the Outgoing button or to access an outside line, you must d[...]

11 3 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE Q13. When I set my pr efer ences using the Option s dialog box, I opted to use l arg e icons. Because the lar ge icons and text take up so much area in the tables that display the information, how can I see all of the info rm ation that is displayed? A13. The large font s option (see [...]

11 4 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE D EFAULT F EATURE C ODES 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 . O UT [...]

11 5 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE G ENERAL F EATURE C ODES (C ONTINUED ) FEA TU RE NAME FEA TURE CODE NEW CODE Group Listen 312 Handsfree On/Off 319 Headset On 315 Headset Off 316 Headset On/Off 317 Hold – Individual 336 Hold – System 335 Hookflash 330 Hunt Group Remove 322 Hunt Group Replace 323 Hunt Group Remove[...]

11 6 Axxess ® Model 8690 Use r Guide – ITP Mode LEARNING MORE NOTES[...]

11 7 Axxess ® Model 8690 User Guide – ITP Mode Index .NET Passport 35 A Abbreviations 9 About Tab 3 4 About This Guide 2 About Your En dpoint 3 Accessing Address Book Contact Infor mation 104 Accessing Your Endpoint 76 Account Codes 71 Account Icons 86 ACD Agent Wrap-Up Period 80 ACD Hunt Groups 78 ActiveSync 4 Adding a Linked Contact 103 Adding[...]

11 8 Axxess ® Model 8690 User Guide – ITP Mode Changing call screening transfer method 64 fax destination number 64 message envelope 63 message search order 65 personal greetin g 23 remote feature access password 76 transfer method 64 voice mail mes sage envelope 63 voice mailbox password 62 volume levels 60 Web Client options 83 your status 84 [...]

11 9 Axxess ® Model 8690 User Guide – ITP Mode F Favorites 88 Favorites Button 88 Fax Destination Number 64 Feature Buttons 7, 8, 11 Features account codes 71 agent help 77 automatic call answer 62 background mus ic 61 call waiting 44 conference 46 default endpoint 62 do-not-disturb 56 group listen 19 handsfree 42 hold 45 hookflash 71 hunt group[...]

120 Axxess ® Model 8690 User Guide – ITP Mode Log Off 82 Log On 82 Logging In and Out of ACD Hun t Groups 79 Logging On an d Off of UC 8 2 M Mailbox 15 full, almost full 25 unassociated 15 Making an emergency call 44 pages 70 Making and Receiving Calls 23, 40 Manual Call Forwarding 49 Members, Hunt Gr oup 78 Menu 9 Menu Buttons 7 Message button [...]

121 Axxess ® Model 8690 User Guide – ITP Mode Q Queue the Line 41 R Receiving incoming call alerts 107 intercom calls 42 new message alerts 106 outside calls 44 status change alerts 107 Record-A-Call 69 Recording personal greetin gs 23 voice mail directory name 24 Recording a Call 93 Recovering Deleted Messages 53 Redial 88 Redialing a Numb er 5[...]

122 Axxess ® Model 8690 User Guide – ITP Mode T Taskbar 12 Technical Support 113 Telephone Direct or y 72 Telephone Interface 7 Temporary Composite Status 84 Temporary Sta tus 84 Terminating the ACD Agent Call 80 Timers 49, 80 Touch Screen Ba cklig h t 16, 29 Transfer Button 93 Transferring Calls 47, 93 Type-Ahead Search 93 U UC elements 10 navi[...]

V OICE M AIL F LOWCHART ACCESSING YOUR MAILBOX • EITHER , Press the Mes- sage button to respond t o a message from voice mail. OR, Call the voice mail extension number , press , and enter yo ur mailbox number . • Enter your p assword and then . # SUBSCRIBER MAILBOX MENU Listen to New Message Send A Message Listen to Saved Messages Personal Opti[...]

Part No. 550. 81 16 Issue 8.2 Nov emb er 2004 A661/9227A[...]