List of Help Topics
Using this Guide
Troubleshooting
Warranty and Technical Support
Glossary
Index
P0875282 ❊ Issue 04 CC1908 Rev 01
1
List of Help Topics
The 9617 telephone and Personal Call Manager
■
Welcome
■
Installing the M9617 telephone
■
Starting and Exiting Personal Call Manager
page 23
■
Becoming familiar with the telephone and soft-
ware
on page 3
on page 5
on page 27
on
Setup and customization
■
Storing your contacts
■
Looking up contacts
■
■
Making, answering and holding calls
on page 79
on page 137
on page 227
page 228
Advanced features
■
Keyboard shortcuts
■
on page 305
on page 398
Other applications
The Voice Mail Assistant
■
The Launch Pad application
■
on page 392
on
on page 394
2
Welcome
Welcome to Aastra’s 9617 telephone with Personal Call
Manager.
The 9617 telephone is an advanced two-line telephone
designed to work with Personal Call Manager software.
Without the software, the 9617 telephone works on its
own. When Personal Call Manager is running, you can
control calls using either Personal Call Manager or the
telephone.
The 9617 telephone and Personal Call Manager are
designed to take full advantage of the latest services
offered by your local telephone company—Caller ID and
Call Waiting ID. (The names of these services may vary
from area to area.)
For more information, refer to
page 4.
Feature Highlights
on
3
Feature Highlights
The 9617 telephone features:
■
a personal Directory that stores up to 100 contacts
a Callers List and a Redial List that record incoming
■
and outgoing calls
■
two-line capability
■
a three-line back-lit display that allows for features
like Call Waiting ID
■
advanced features such as Don’t Disturb and Autobusy Redial
Personal Call Manager features:
an Address Book which allows you to store the
■
names, addresses, and telephone numbers of an
unlimited number of contacts on your computer
the ability to export and import contact information
■
to and from text files
■
simplified multiline interaction so it is easier to manage multiple calls
■
visual and audible caller identification
■
advanced features such as call screening and pager
notification
For more information, refer to
Personal Call Manager work together
How the telephone and
on page 76
.
4
Installing the 9617 telephone
The topics below take you step by step through the
installation of the telephone. Follow them in the order
that they appear.
■
Determining whether you have two telephone
lines on one telephone cord
■
Connecting the cords
■
Attaching the stand
■
Adjusting the telephone display
■
Inserting the number card and lens
Plugging in the telephone for the very first
■
on page 19
time
■
Changing the telephone display language
on page 7
on page 12
page 20
on page 6
on page 18
on page 17
on
Setting the date and time on the telephone
■
page 21
Telephone network services you should sub-
■
scribe to
■
Connecting a fax machine or modem to the
telephone
on page 22
on page 387.
on
5
Determining whether you have two
telephone lines on one telephone cord
The 9617 telephone is a two-line telephone. Before you
begin installing it, you need to know how your telephone
lines are set up (you may have two telephone lines on one
telephone cord). If you already know your setup, go to
the next step:
don’t, follow the steps below first.
To determine your telephone line setup:
1
Connect one end of your telephone cord to the 1
jack on the telephone and the other end to the wall
jack. Ensure nothing is plugged into the 2 jack on
the telephone.
2
If you have not already done so, connect the small end
of the power adaptor to the jack on the back of
the telephone, and plug the other end into a wall
plug.
3
Read the telephone display. (If it prompts you to select
a language, follow the directions on the telephone display to choose your language of choice.)
Connecting the cords
on page 7. If you
If only the time and date appear on the telephone display,
you have two telephone lines on the telephone cord.
If the following message appears on the telephone
display, you only have one line on that telephone cord:
Check line cord
Line 2
If you want to combine two lines onto one telephone
cord, contact your telephone company.
6
Connecting the cords
Proceed with the following steps once you know whether
both telephone lines are on one telephone cord. If you are
not sure, refer to
telephone lines on one telephone cord
To connect the telephone cords:
1
Pass all cords except the coiled handset cord through
the hole in the base as shown below.
Determining whether you have two
on page 6.
Route the
handset cord
along this
groove.
continued...
7
2Connect the telephone cords.
Refer to the illustration of
the telephone jacks on the
right when following these
steps.
You may find it helpful to
refer to one of the following
illustrations:
of a one telephone-cord
setup
telephone-cord setup
If both telephone lines are on one telephone cord,
plug one end of the telephone cord into the 1 jack,
and plug the other end into the wall jack.
If your telephone lines are on separate telephone
cords, plug one telephone cord into the 1 jack, and
plug the other telephone cord into the 2 jack. Plug
the other ends of the telephone cords into your wall
jacks.
on page 10 or
An illustration
An illustration of a two
on page 11.
Attach one end of the coiled handset cord to the
handset and the other end to the handset jack. Then
route the handset cord along the groove leading off
the side of the telephone as shown in the illustration
on page 7.
3
Insert the hooked end of the thick USB cord into the
USB jack on the back of the telephone. Insert the
straight end into the jack at the back of your
computer.
continued...
8
4
Connect the small end of the power adaptor to the
jack on the back of the telephone, and plug the other
end into a nearby electrical outlet.
To avoid potential electrical shock hazard or damage to
only
the telephone, use
equipment and installation procedures. Specifically, use
only 2 or 4 conductor modular teledapt plug/cords with
this product, and an AC transformer that is CSA/UL or
CSA-NRTL/C approved Class 2, Level C, rated.
Substitution of non-approved equipment will void the
Aastra Telecom warranty.
If you want to attach a fax machine or modem, refer to
Connecting a fax machine or modem to the
telephone
on page 387.
the manufacturer-supplied
When ready, go to the next step:
on page 12.
Attaching the stand
9
An illustration of a one telephone-cord setup
In a one telephone-cord setup, two telephone lines (each
with a separate telephone number) are combined into
one telephone cord. If this is your line setup, plug one end
of the telephone cord into the 1 jack, and plug the
other end into the wall jack. (The 2 jack is not used.)
The USB cord.
The power
adaptor.
This telephone cord
contains both of your
telephone lines.
Return to
Connect the telephone cords.
on page 8.
10
An illustration of a two telephone-cord
setup
In a two telephone-cord setup, each of your two
telephone lines (each with a separate telephone number)
is on a separate telephone cord. If you have this setup,
you need to use two jacks. Plug one telephone cord into
the 1 jack, and plug the other telephone cord into the
2 jack. Plug the other ends of the telephone cords into
your wall jacks.
The USB cord.
The power
adaptor.
Return to
Each telephone line is on a separate
telephone cord. For two lines, you
have two telephone cords.
Connect the telephone cords.
on page 8.
11
Attaching the stand
You have already routed the telephone cords through the
hole in the stand, and routed the coiled handset cord in
its groove. You can now attach the telephone stand.
How you attach the stand depends on whether you want
to keep the telephone on a desk or mount it on a wall.
When you have decided how you want to store the
telephone, choose one of the topics below.
■
Desk-mounting the telephone
■
Wall-mounting the telephone
on page 13
on page 15
12
Desk-mounting the telephone
To mount the telephone on the desk:
1
Lower the stand as shown below into the slots on the
back of the telephone.
continued...
13
2Slide the stand in the direction shown below until it
clicks into the locked position.
When ready, go to the next step: Inserting the number
card and lens on page 17.
14
Wall-mounting the telephone
When wall-mounting the telephone, it is recommended
that you use a wall-mounting plate which is available
through your telephone company or at a local retailer.
You may also find it easier to wall-mount the telephone if
you purchase one or two short 20 cm (8”) telephone
cords and use them in place of the long telephone
cord(s).
To wall-mount the telephone:
1Lower the stand into the slots on the back of the tele-
phone as shown below by the arrows.
15
continued...
2Slide the stand in the direction shown below until it
clicks into the locked position.
3Line up the keys on the
wall mounting plate with
the key holes on the base
of the 9617 telephone as
shown. Push the phone
onto the wall mounting
plate, and then push
down to secure the telephone into place. Tuck
the excess cord inside the stand itself.
When ready, go to the next step: Inserting the number
card and lens on page 17.
16
Inserting the number card and lens
The 9617 telephone comes with a small paper number
card and a clear plastic number card lens. This card allows
telephone users to know what telephone number they
are calling from.
To insert the number card and lens:
1Write your telephone number on the paper number
card.
2Place the number card into the slot underneath the
handset.
3Bend the clear plastic lens and place it on top of the
number card in the slot.
When ready, go to the next step: Adjusting the
telephone display on page 18.
17
Adjusting the telephone display
When you have finished installing the telephone, adjust
the angle of the telephone display to your liking.
∆ to adjust the contrast. The contrast
Press
feature allows you to adjust the brightness of the display.
When ready, go to the next step: Plugging in the
telephone for the very first time on page 19.
18
Plugging in the telephone for the very first
time
The very first time you plug-in your 9617 telephone, a
message appears asking you to make a language
selection. Simply follow the directions on the telephone
display.
Your telephone also runs a test to ensure that the line
cords are connected properly. If the test fails, the message
Check line cord appears on the telephone display, and
the line that is not connected is identified. Make sure that
all connections are fastened securely. For more
information, refer to Clearing the Check line cord
message on page 48.
You can now change the display language or set the date
and time. For more information, refer to the following
topics:
■ Changing the telephone display language on
page 20
■ Setting the date and time on the telephone on
page 21
19
Changing the telephone display language
You may wish to change the language of the messages
and prompts that appear on the display of your 9617
telephone.
To change the display language on the telephone:
1Press the Options key. (To see the location of the
Options key, refer to The M9617 telephone keys
and lights on page 29.)
2Enter your Options password if required. Refer to Set-
ting the Options password using the telephone
on page 87 for more information.
3Use
ª to scroll to option number 1 or press
‚ ⁄.
4Press •. The current language selection is shown by a
checkmark.
5Press
6Press • to select the language that appears on the
7Press
Note: You cannot change the display language for the
Personal Call Manager software.
– until you see the desired language.
display.
®.
20
Setting the date and time on the telephone
If you subscribe to a Caller ID service from your telephone
company, the date and time displayed on the 9617
telephone are set automatically when you receive your
first telephone call.
Only if you do not subscribe to a Caller ID service must
you set the date and time by following the steps below.
To manually set the date and time:
1Press the Options key. (To see the location of the
Options key, refer to The M9617 telephone keys
and lights on page 29.)
2Enter your Options password if required. Refer to Set-
ting the Options password using the telephone
on page 87 for more information.
3Use
ª to scroll to option number 2 or press
‚ ¤.
4Press •.
5Follow the instructions on the telephone display. Press
‘ to backspace and delete numbers, and
ß to save each entry.
press
6Press ®.
Note: To revert back to the automatic date and time
setting after you have manually set the date and time,
unplug the power adapter and then plug it back in again.
The next telephone call you receive will then set the date
and time automatically (if you subscribe to a Caller ID
service).
21
Telephone network services you should
subscribe to
The 9617 telephone and Personal Call Manager are
designed to take advantage of many telephone network
services. The recommended services are listed below. To
subscribe to these services, contact your local telephone
company.
Note: The names of these services may vary from area to
area. Contact your telephone company for more
information.
Caller Identification (Caller ID)
When you subscribe to this service, the telephone
company sends you the name and number of people who
call you. For more information, refer to Answering a call
using your telephone on page 264 and Caller ID and
Personal Call Manager on page 272.
Call Waiting Identification (Call Waiting ID)
This service is similar to Caller ID, except it applies to Call
Waiting callers. When you subscribe to this service, the
telephone company sends you the name and number of
Call Waiting callers. For more information, refer to
Answering a Call Waiting call using the telephone
on page 266.
Three Way Calling
When you subscribe to this service, you can conference
two callers on one line of the 9617 telephone. This
feature is useful for making conference calls. For more
information, refer to Making a Three Way Call on
page 297.
22
Starting and Exiting Personal Call Manager
The following sections give an overview of starting and
exiting Personal Call Manager.
■ The very first time you start Personal Call Man-
ager on page 24
■ Starting Personal Call Manager on page 25
■ Exiting Personal Call Manager on page 26
Once you have launched the application, you need to set
up Personal Call Manager. Refer to Setting up Personal
Call Manager on page 123 for more information.
23
The very first time you start Personal Call
Manager
To start Personal Call Manager:
1If you see a shortcut for Personal Call
Manager (shown on the right) on your
desktop, double-click on it.
OR
1Click on the Start button and point to
the Programs menu item. A submenu appears.
2Point to the Personal Call Manager menu item. A
submenu appears.
3Click on the Personal Call Manager menu item.
The very first time you launch Personal Call Manger, the
Choose a TAPI Line dialog box appears. For information
on choosing a TAPI line, refer to Specifying the TAPI
line used by Personal Call Manager on page 124.
When you have chosen a TAPI line, the Dialing
Properties dialog box appears. Use this dialog box to
specify the dialing properties for the location you are
dialing from (refer to Specifying dialing properties for
the location you are dialing from on page 125).
For more information, refer to the following topics:
■ Starting Personal Call Manager on page 25
■ Getting to know Personal Call Manager on
page 53
■ Personal Call Manager preferences on page 127
24
Starting Personal Call Manager
To start Personal Call Manager:
1If you see a shortcut (shown on the
right) for Personal Call Manager on
your desktop, double-click on it.
OR
1Click on the Start button and point to
the Programs menu item. A submenu appears.
2Point to the Personal Call Manager menu item. A
submenu appears.
3Click on Personal Call Manager menu item.
When the application launches, the Personal Call
Manager icon appears on the task tray and task bar, and,
by default, the Personal Call Manager main window
appears.
Synchronization on startup
Each time you start Personal Call Manager, the software
synchronizes with the information in the telephone. For
more information, refer to How the telephone and
Personal Call Manager work together on page 76 and
Changing the Startup synchronization setting on
page 134.
25
Exiting Personal Call Manager
You can exit Personal Call Manager from the task tray or
the main window.
To exit Personal Call Manager using the task tray:
1Right-click on the Personal Call Manager icon in the
task tray.
The task tray
2Click on the Exit menu item.
To exit Personal Call Manager using the main win-
dow:
1Click on the File menu.
2Click on the Exit menu item.
You can also exit Personal Call Manager by clicking
on the close window button (shown on the right)
in the top right hand corner of the Personal Call
Manager main window or by typing ALT+F4 on the
keyboard.
26
Becoming familiar with the telephone and
software
The first two sections listed below help you get
acquainted with the telephone and Personal Call
Manager. Once you are familiar with their features, read
the third section to learn more about how they enhance
each other.
Refer to the following topics:
■ Getting to know the M9617 telephone on
page 28
■ Getting to know Personal Call Manager on
page 53
■ How the telephone and Personal Call Manager
work together on page 76
27
Getting to know the 9617 telephone
The 9617 telephone has a three-line backlit display and
several indicator lights.
For more information, refer to the following topics: