Astra 9617 Guide

9617 Telephone &
Personal Call Manager
Online
User Guide
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
2 Connect 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
2 Slide 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: 1 Lower the stand into the slots on the back of the tele-
phone as shown below by the arrows.
15
continued...
2 Slide the stand in the direction shown below until it
clicks into the locked position.
3 Line 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: 1 Write your telephone number on the paper number
card.
2 Place the number card into the slot underneath the
handset.
3 Bend 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: 1 Press the Options key. (To see the location of the
Options key, refer to The M9617 telephone keys
and lights on page 29.)
2 Enter your Options password if required. Refer to Set-
ting the Options password using the telephone
on page 87 for more information.
3 Use
ª to scroll to option number 1 or press
‚ ⁄.
4 Press •. The current language selection is shown by a
checkmark.
5 Press 6 Press to select the language that appears on the
7 Press 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: 1 Press the Options key. (To see the location of the
Options key, refer to The M9617 telephone keys
and lights on page 29.)
2 Enter your Options password if required. Refer to Set-
ting the Options password using the telephone
on page 87 for more information.
3 Use
ª to scroll to option number 2 or press
‚ ¤.
4 Press . 5 Follow the instructions on the telephone display. Press
to backspace and delete numbers, and
ß to save each entry.
press
6 Press ®. 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: 1 If you see a shortcut for Personal Call
Manager (shown on the right) on your desktop, double-click on it.
OR 1 Click on the Start button and point to
the Programs menu item. A submenu appears.
2 Point to the Personal Call Manager menu item. A
submenu appears.
3 Click 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: 1 If you see a shortcut (shown on the
right) for Personal Call Manager on your desktop, double-click on it.
OR 1 Click on the Start button and point to
the Programs menu item. A submenu appears.
2 Point to the Personal Call Manager menu item. A
submenu appears.
3 Click 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: 1 Right-click on the Personal Call Manager icon in the
task tray.
The task tray
2 Click on the Exit menu item. To exit Personal Call Manager using the main win-
dow: 1 Click on the File menu. 2 Click 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:
The M9617 telephone keys and lights on
page 29
Telephone key descriptions on page 30
Telephone display and light messages on
page 33
Viewing multiple display and light messages on
page 42
The Callers List on page 43
Voice Mail notification on page 46
Controlling the volume of your telephone on
page 49
The telephone Directory on page 139
28
The 9617 telephone keys and lights
Adjustable display Set indicator light Left/right arrows Sliding panel Down/up arrows Options key
Hold
Handsfree/Mute indicator light
Line indicator lights
6 memory keys
Line 2
Line 1
Handsfree
Mute
Rls
Redial
Dial
Conference
Link
Contrast
Directory
Callers
Save
Delete
For descriptions of how these keys work, refer to
Telephone key descriptions on page 30.
29
Telephone key descriptions
Selects one of eight display contrast
settings.
¢ Stores and accesses the names and
telephone numbers of up to 100 contacts.
Accesses a list of the last 100 calls you have
received, starting with new calls.
ß Stores numbers and names in the Directory
and in memory keys.
Erases memory keys, deletes the Redial List,
and deletes items in the Directory and Callers List.
ª Moves up and down through any list such
as the Options List, Directory , Callers List, or Redial List.
Backspaces and erases when you are
predialing and when you are adding or changing numbers and names in the Options List, Directory, or memory keys.
continued...
30
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