Inter-Tel SoftPhone 8601 manual

Model 8601 User Guide SoftPhone for Pocket PC[...]

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Notice This Inter-T el ® user guide is released by Inter-T el, Inc. as a guide for end-users. It pro- vides information necessary to use the Mode l 8601 SoftPhone for Pocket PC endpoint. The contents of this user guide, which reflect current Inter-T el standards , are subject to revision or change without not ice. Some features or applications men[...]

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iii ©Inter-T el, Inc. April 2005 printed in US CONTENTS P A GE Wel come . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Sof tware Comp atibili ty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Getting S t art[...]

iv CONTENTS P AGE Recording and Sending V oice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Canceling Unheard V o ice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Screening [...]

1 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide W ELCOME The Model 8601 SoftPhone for Pocket PC is a software-based, Session Initiation Pro- tocol (SIP) softphone that ru n s o n th e P o c k e t P C 2 00 2 (or later) Personal Digital Assistant (PDA) platforms. W i th your Model 8601 endpoin t, you can place or receive calls from anyw[...]

2 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide S OF TWARE C OMPATIBILITY Depending upon which software version your telephone system is using, some of the features included in this guide may not be available for your endpoint. Check with your system administrato r to see which software version your teleph one system cur- rently uses[...]

3 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide A BOUT Y OUR E ND POINT The following shows the default Model 8601 display . Brief descriptions of icons and menus are described on the following page. 1 13 8 18 16 3 2 4 5 7 9 6 17 Default Model 8601 Display: 12 10 11 14 15 19 Minimized Model 8601 Display:[...]

4 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide The following table describes th e Model 8601 icons and menus. No# ICON/MENU DESCRIPTIONS REF . PA G E 1 TA L K Places a call. This icon changes to HOLD or RESUME , depending on the endpoint status. 18 2 CALL LOG Opens the Call Log that shows the call history of up to 30 calls. This ico[...]

5 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide A BOUT V OICE M AIL V oice mail is an application that is part of the Inter -T el voice processing system. Using voice mail, you and other callers can send and receive recorded messages from any supported endpoint on the system. T o use voice mail fe atures, each user (or sub- scriber) i[...]

6 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide The instructions f or many voice m ail task s are identical for st andard voice mailbox and advanced mailbox users. The instruct ions for the following common mailb ox tasks are included in this guide. • Initializing your mail box (see page 9 ) • Recording your pers onal greetings ([...]

7 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Enterprise Messaging Enterprise Messaging (EM) is the Inter-T e l messaging system that uses industry-stan- dard protocols for co mmunication an d messaging. EM unifies communica tion and messaging by providing access to voice mail, fax, and e-mail messages in your mail- box. The EM syst[...]

8 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Automatic S peech Recognition (ASR) Automatic Speech Recognition (ASR) is a feature available for systems using EM. Because ASR is a very flexible feature, it can be enabled or disabled on several differ- ent levels. When ASR is enabled for your mailbox , you can issue spoken commands t[...]

9 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide S ETTING U P V OICE M AIL T o begin using your voice mailbox , you will need to complete a few basic set-up pro- cedures to initialize your mailbo x, customi ze your personal greeti ngs, and record your voice mail directory name. See page 21 for addition al voice mail option s. Initializ[...]

10 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Recording Y our Personal Greetings Y ou can store two dif ferent personal greetings in your voice mai lbox: a primary and an alternate. Y ou may change or choose to use either greeting at any time. Y ou ca n then select which greeting you want played when a caller reaches your voice ma[...]

11 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide T o record/change your personal gr eeting: 1. Access your mailbox as d escribed on page 22 . 2. Say “Personal” or tap to sel ect the Personal Options Menu. 3. Say “Greeting” or tap to record or change your personal gr eeting. 4. Do one of the following: • Say “Primary” or [...]

12 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide O PTION M ENUS The Model 8601 provides variou s menu options for custom izing your Model 8601. T o program the settings, tap the desired option from the bottom bar . Phone The Phone menu provides access to call l og, speed-dial, Do-No t-Disturb, and mes- sage(s) settings. Each of these[...]

13 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Speed Dial The Speed Dial option allo ws you to save up to ten numbers. T o see the Speed Dial list, tap SPD DIAL or select Speed DIal . While viewing the Speed Dial list, you have the following o ptions: • Call : Places a call to the highlighted number in the list. • Add : Adds a n[...]

14 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Message(s) When you have received a voice mail message, a display that says, “Y ou have xx mes- sage(s).” (where the xx indicates the number of the message) appears. T o listen to the message: Ta p MSG or select Message (s) . A call is automatically placed to the endpoint or mes- s[...]

15 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide • To n e : The T one option has the follow ing options: — Ring T one: Select the desired ring tone from the drop-down list box. The available ring tone s are Ring Tone 1-9.wav files and Ringers 1-4. Y ou can also add a customized . wav file to the Ring T one list. T o add a customiz[...]

16 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide C ONNECTION S TA T U S The Connection Status icon on the top bar a llows you to see the status of the Mo del 8601 endpoi nt connection and change to the connection settings . When you tap the icon, a pop up bubble that indicates the connection status appears. Dependi ng on the status, [...]

17 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide F EATURES AND O PERATION The Model 8601 endpoint supports the featur es that are shown in the table below . Most of these features do not re quire you to enter feature codes. The following pages provide the feature descriptio ns and how to use them. Sharing an Extension The Model 8601 f[...]

18 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Using Hot Dial The Model 8601 supports the Hot Dial feature. When Hot Dial is enabled ( ), the endpoint auto mati cally sends the dialed number if the number matches the dial plan. If Hot Dial i s disabled ( ), you must tap TA L K to send the number . T o turn on/off the Hot Dial featu[...]

19 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Placing Calls on Hold Y ou can place the call on hold at one endpoi nt. It can then be directly picked up at that endpoint or it can be picked up at anot her endpoint using th e Call Pickup (Reverse T ransfer) feature. While you are on a call, the HOLD icon appears on the display . T o [...]

20 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide T ransferring Calls Although transfer ring calls is considered a basic function of an endpoin t, your Model 8601 has many advanced options for this feature. W ith your endpoint, you can trans- fer to another exten sion or an outside l ine. T o Another Extension 1. While you are on a ca[...]

21 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Redialing Calls Y ou can redial a call in two methods. The first and simplest m ethod is redialing the last number dialed; the second method is redialin g a number that is saved in the Call Log. To r e d i a l t h e l a st number dialed: Ta p TA L K . A line is selected automa tically ,[...]

22 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Accessing Y our Mailbox If you have a message waiting in your mailbox, you m ust access your mailbox to retrieve it. Although voice mail displays are not supported in SIP mode, audio prompts are supported. NOTE: If your telephone system uses Enterpri se Messaging (EM), your mailbox may[...]

23 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Disabling and Enabling ASR If your telephone system uses Ent erprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enable d. When ASR is enabled for your mailbox, you h ave the option o f issuing a spoken command or tapping a dial pad button. If yo[...]

24 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Accessing V oic e Mail Messages When you access your mailbox, you can listen to new and saved voice mail messages . After listening to your voi ce mail messages you can access the associated options. NOTE: If your telephone system uses Enterpri se Messaging (EM), your mailbox may have [...]

25 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide 5. When the message has finished playing, you have the following options: • Say “Replay” or tap to replay the message from the beginning. • Say “Reply” or tap to reply to the message. Y ou have the following options: – Say “V oice Mail” or tap to leave a voice mail mes[...]

26 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Recovering Deleted V oice Mail Messages If you accidently delete a voice mail messa ge, you can retrieve it within a specific time frame (programmed by yo ur system administrator). An y retrieved messages are then restored to your saved-message queu e. Messages that are not recovered w[...]

27 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Recording and Sending V oice Mail Messages Y ou can record and send voice mail messages by accessing the record option on the main menu. NOTE: If E-Mail Reader is enabled for your mailbox, a reply to an e-mail messag e (see pag e 46 ) is a recorded voice message that is attached to the [...]

28 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide • Say “Copy” or tap to copy your message to other mailboxes. Say or enter the desired mail box number or group li st number . The syst em announces the name assigned to the mailbox nu mber or group list number . Y ou have the following o ptions: – Say “Y es” or tap to accep[...]

29 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Canceling Unheard V oice Mail Messages Y ou ca n cancel un retrieved messa ges that you have sent to individuals, bu t not mes- sages that you sent to group lists. T o cancel unheard voice mail messages: 1. Access your mailbox as d escribed on page 22 . 2. While listening to the voice m[...]

30 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Setting Mailbox Preferences Y our ma ilbox contains perso nal options to allow you to customize voice mail fun c- tions. However , before you change your voi ce mail options, you must first initialize your mailbox (see page 9 ). Although voice mail displays are not supported in SI P mo[...]

31 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Changing the V oice Mail Message Envelope When you receive a voice mail message, th e voice mail system plays an “envelope” that can include the time and date the mess age was left, the sour ce of the message, and/or the message length. By default, the envelope contains all of this [...]

32 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Changing the Call Screening T ransfer Method NOTE: The Call Screening fe ature is available o n ly if it is ena bled for your mailbox (ask your system administrator). Depending on the transfer m ethod you sel ect, calls that are tr ansferred from your mailbox may be one of the follow i[...]

33 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Programming a Fax Destination W ith the Inter -T el voice processing system, when you specify a fax destination num- ber for your mailbox, callers can access your mailbox to send a fax to your fax machine. T o change your fax destination number: 1. Access your mailbox as d escribed on p[...]

34 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Changing the Message Search Order Y ou can change the order in which you retrieve your messages based on the date and time you receive them. When more th an one message is left in you r mailbox, they are available for you to access in the order you specify . The search order , can be c[...]

35 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Programming Remote Messaging NOTE: The Remote Messaging feature is available only if it is enabled for your mail- box. Contact your voice mail administrator to see if this feature is enab led for your mail- box. ALSO: The remote messaging feature is supported for voice mail messages onl[...]

36 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide T o set up remote messagin g for voice mail messages (if enabled) : 1. Access your mailbox as d escribed on page 22 . 2. S ay “Personal” o r tap to select the Personal Options Menu. 3. Say “Remote” or tap . Y ou have th e following options: • Say “Primary” or tap to set u[...]

37 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Screening Calls If desired, you can screen calls that are tr ansferred from voice ma il . This allows you to accept and/or refuse specific calls. Depe nding on the call screening transfer method you select (see page 32 ), calls from voice mail may be unannounced, announce only , or scre[...]

38 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Using the V oice Mail Directory W i th the voice mail directory , subscriber s and non-subscribers can use ASR (if enabled) or dialpad di gits to search for na mes in the direct ory . Subscriber na mes are automatically added to the directory when their mailbox is initialized. ASR may [...]

39 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide T o perform a directory sear ch: 1. Dial the voice mail number . 2. S ay “Directory” or tap . 3. Say the last name of the person you are searching for or tap the appropriate dial- pad buttons to spell the name (see page 38 ). If 10 or fewer matches a r e located , you can access and[...]

40 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide W orking in Hunt Group s Y our system may be programm ed with “hunt groups.” H unt groups are groups of end- points that share a common extension number in addition to having individual exten- sion numbers. Thi s allows someone to call anyone in the gro up (using the common extensi[...]

41 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide U SING E-M AIL R EADER Enterprise Messaging (EM) is the voice processing system that provides adv anced messaging features with the E-mail Reader feature. This section provides info rmation and instructions about a dvanced mailbox tasks for users who have E-Mail Reader enabled for their[...]

42 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide E-Mail Reader Features When E-Mail Reader has been enable d for your mailbox, you have the advanced mailbox. The advanced mailb ox unifies your lo cal voice mail messages and your remote fax and e-mail messages in one conv enient location. E-mail Reader uses T ext- to-Speech (TTS) capa[...]

43 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Using Y our Advanced Mailbox After you set up your mailbox (see page 9 ), you can use personal or system g reetings to let callers know if you are out of town , on a call, etc. Y ou can send messages to individuals and to a group of people if your voice mail administrator has programmed[...]

44 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Setting Up Y our E-Mail Password When E-Mail Reader is enabled for your mailbox, the EM system prompts you to enter your e-mail password after you or your voice mail administrator do one of the following: • Set up your mailbox (see page 9 ) • Change your e-mail passw ord for your e[...]

45 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide T o enter your e-mail pa ssword (see table below): 1. Access your mailbox as described on page 22 . The system announ ces that it was unable to retrieve your e-mail and fax messages, and gives you the following options: • Say “Continue” or tap to access your mailbox without access[...]

46 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Accessing E-Mail Messages NOTE: By default, the message lamp on your end point li ght s when you receive a new voice mail message. Althoug h the lamp can be programmed for other function s, it can- not be programmed to indicate that you have receiv ed a new e-mail message. If you have [...]

47 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide T o access e-mail messages a nd the associat ed options: 1. Access your mailbox as d escribed on page 22 . 2. Say “E-Mail” or tap to listen to your e-mail messages. Then select one of the following: • Say “New” or tap to listen to new messages. • Say “Saved” or tap to li[...]

48 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide 4. When E-Mail Reader has finished read ing the e-mail the message is marked as saved and you have the following opti ons: • Say “Replay” or tap to replay the message from the beginning. • Say “Reply” or tap to rep ly to the message. If the e-mail message had more than one [...]

49 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Accessing Fax Messages NOTE: By default, the message lamp on your end point li ght s when you receive a new voice mail message. Althoug h the lamp can be programmed for other function s, it can- not be programmed to indicate that you have recei ved a new fax message. When you access a f[...]

50 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Recovering Deleted Messages Recovering deleted messages varies based on media type. If you delete a voice mail message, you can retrieve it within a specific time fram e (up to 24 hours, programmed by your voice mail ad minist rator). The spec ified time fram e for retrievin g deleted [...]

51 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Changing Message Envelopes When you receive a voice, fax, or e-mail message, a message “e nvelope” is played. The envelope can include the time and date the message was left, the s ource of the message, and additional information that is associated with the media type. Common envelo[...]

52 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide V oice Mail Flowchar t (Advanced Mailbox) Note: Options vary by media type. While the message is playing: “Back Up” “Pause” Move “Forward” “Lower” (volume) Play the “Envelope” “Higher” (volume) “Save” the Message “Delete” the Message “Skip” to the En[...]

53 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide T ROUBLESHOOTING The following table lists so me possible problems that you may encounter when using the Model 8601. Problem Probable Cause Solution The Model 8601 d oes not start. The status remains “Con- necting...” A register error message is displayed. The PDA is not getting a s[...]

54 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide F REQUENTLY A SKED Q UESTIONS This section includes some of the most frequently asked questions. If yo u have prob- lems with your endpoin t or voice mailbox, refer to this section befo re you contact your system administrator or your local Inter-T el reseller . Q1. How can I r etrieve[...]

55 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Q9. What PDAs support the Model 8601? A9. The Model 8601 is currently supported by the following PDAs: • Compaq ® iP AQ H3 970, 400 MHz • Compaq iP AQ H3875, 400 MHz • Dell Axim ™ X5 , 400 MHz • Dell Axim X30, 624 MHz • Hewlett Packard ® iP AQ H5550, 400 MHz • Hewlett Pa[...]

56 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Q17. If I need further assistance, how do I get technical support? A17. First, contact you r system administrat or if you have a question that i s not covered in this user guide. If you need further assistan ce, co ntact your local authorized Inter -T el reseller . All In ter-T el sale[...]

57 Inter-T el ® Model 8601 SoftPhone for Pocket PC User Guide Index A About Voice Mail 7 About Your En dpoint 3 Accessing e-mail messages 46 fax messages 49 Accessing Your Mailbox 22 Advanced Mailbox using 43 voice mail flowchart 52 Alternate Greeting 10 Audio Settings 14 Automatic Speech R ecognition (ASR) 7 C Call Log 12 Call Screening 32 Cascad[...]

58 Inter-T el ® Model 8601 SoftPhone for Pocke t PC User Guide Message Envelope 31 Message Search Order 34 Messages 14 recording and sending voice mail messages 27 recovering deleted 50 Messaging, Remote 22 Muting Calls 19 O Option Menus 12 Options media 14 preferences 15 P Password 9, 30 PDA (Personal Digital Assistant) 1 Phone 12 call log 12 DND[...]

V OICE M AIL F LOWCHART (S T ANDARD V OICE M AILBOX ) Record “Greeting” “Primary” Greeting “Alternate” Greetin g “System” Greeting (See Recording Optio ns) Record Directory “Name” (See Recording Optio ns) Record “Password” Change “Envelope” Settings “T ime, Date” Message “Source” Message “Length” “All Optio[...]

Part No. 835. 2737 Issue 2, Ap ril 2005 A946/3848A[...]