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

‘ Adds a space when you are entering names

in the Directory or in memory keys, and
allows you to view multiple status
messages on the telephone display.

˙ Puts the call on hold and inserts a pause

between digits you are storing in the
Directory or memory keys.

® Releases (hangs up) a call and exits the

Options List, Callers List, Redial List or
Directory.

˚ Accesses network features such as Call

Waiting. (The Link key is also referred to as
the Flash key.)

µ Accesses a list of the last ten numbers you

dialed.

∂ Dials the telephone number on the

telephone display on your prime line.

ç Joins two calls to create a conference call.
¬ Selects Line 1 or Line 2 and turns on

Handsfree mode if you have not picked up
the handset. It also dials the telephone
number on the telephone display.

continued...

31

© Activates the speaker and microphone so

you can listen and talk without using the
handset. Also mutes the microphone so
that your caller cannot hear you.

√ Adjusts the receiver, speaker, and ringer

volume.

∫ Memory keys store numbers, names, and

features. You label these keys with the
name, number or feature you store in them
by using the paper key cap label sheet
provided.

† The unlabeled Options key is hidden under

the sliding panel. This key accesses the
Options List, which contains options that
customize the features of your telephone.
Refer to Using the Options List to

customize the M9617 telephone on

page 81 for more details.

32

Telephone display and light messages

The 9617 has a backlit three-line display that uses icons
and messages for your call information.

For more information, refer to the following topics:

■ General telephone display messages on page 34

■ Light messages - what they mean on page 37

■ Extension in Use notification on the telephone

on page 41

■ Viewing multiple display and light messages on

page 42

■ The Callers List on page 43

■ Voice Mail notification on page 46

■ The Clear Message Waiting option on page 47

■ Clearing the Check line cord message on

page 48

33

General telephone display messages

The table below shows some common display messages.

Common General Display Messages (page 1 of 3)

Message What it means

->

Check line cord

Line 1 or Line 2

Directory empty
Use SAVE to add

Directory full
No changes made

Extension in use

Feature ON

There is more information to be
shown on the telephone display.

‘ to see it.

Press
The telephone line indicated is not

connected properly.
The Directory remains empty until

you save numbers and names in it.
The Directory has a 100 entry limit.

If you want to add another item,
first delete an item you no longer
use to make room for the new one.

Someone on an extension telephone
is using the line you have selected.

The FeatureLight On key has been
pressed and the code dialed out. To
turn off the feature and the light,
press the FeatureLight Off key and

lift the handset or press

©,

∂, or ¬. See

Using feature keys for network
telephone services on page 356.

34

Common General Display Messages (page 2 of 3)

Message What it means

<Forwarded Call

Key is locked

Make calls first

or

Make second call

Message Waiting
Line x

Conference held

Press Confer­ence

The incoming call is forwarded from
another telephone.

The memory key is factory­programmed and cannot be erased
or reprogrammed. Program a
different memory key.

The caller is calling from outside
your local area (i.e., long distance).

You must make two calls before you
press ç.

Your Voice Mail service has a
message for you. To subscribe to the
Voice Mail service, contact your tele­phone company.

A conference call is on hold.
This appears when you try to take a

held conference call off hold by

Press line key

pressing

˙. Press

ç to take the conference

calls off hold.
This appears when you press

˙ and your call is already

on hold. Press
the held call.

¬ to retrieve

35

Common General Display Messages (page 3 of 3)

Message What it means

Private number

or

Private name

Redial List is
empty

Ringer is OFF
Line x

Unknown name or

Unknown number

>…xxxxxxxxxxxx

or

…xxxxxxxxxxxxx

XX New Callers

The caller has requested that the
telephone company not deliver his
or her name or telephone number.

You pressed µ but there
are no numbers in the Redial List to

dial.
The ringer volume is turned off for

that line. To turn it on, press the
volume bar.

The name or number is unavailable.

The telephone number is longer
than the telephone display.

New callers have been added to the
Callers List since you last checked it.

Indicates an incoming call.
Indicates that the phone is off hook.
Indicates an incoming Call Waiting

call.

36

Light messages - what they mean

The 9617 telephone set indicator light turns on to alert
you when the telephone rings, a feature is on, or when
someone on an extension telephone is using the same
line as you. Indicator lights beside the line keys and

© key show you their status (e.g., whether they

are being used).
For more information, refer to the following topics:

■ Set indicator light messages on page 38

■ Line indicator light messages on page 39

■ Handsfree/Mute indicator light messages on

page 40

37

Set indicator light messages

To see the location of the set indicator light, refer to The

M9617 telephone keys and lights on page 29.

Set indicator

light status

The light is on. Someone on an extension telephone

is using one of your telephone lines.
Refer to Extension in Use notifica-

tion on the telephone on page 41

OR
You have pressed a FeatureLight ON

key and the feature is active. Refer
to Using FeatureLight keys on
page 363

The light is
flashing slowly.

The light is
flashing quickly.

You have a have a new Voice Mail
message. Check your Voice Mail. To
receive voice messages, you must
subscribe to Voice Mail services fr om
your telephone company.

You have an incoming call. Refer to

Answering calls on page 263.

Telephone status

38

Line indicator light messages

To see the location of the line indicator lights, refer to The

M9617 telephone keys and lights on page 29.

Line indicator light

status

The light is on. The line is in use.
The light is flashing. The line is on hold.
The light is flashing

very quickly.

An incoming call is coming in
on that line.

Line status

39

Handsfree/Mute indicator light messages

To see the location of the Handsfree/Mute indicator light,
refer to The M9617 telephone keys and lights on
page 29.

Handsfree/Mute

indicator light

status

The light is on. The telephone is in Handsfree

Handsfree/Mute status

mode.

The light is flashing
quickly.

For more information on Handsfree mode and muted
calls, refer to Handsfree calls on page 261 and Muting

a Handsfree call on page 262.

The Handsfree/Mute micro­phone is muted so your caller
cannot hear you.

40

Extension in Use notification on the
telephone

Line indicator lights let you know whether a line is
available for you to use. When another extension is using
a line, the line indicator light for that line (located beside
the line key) turns on. To see the location of the Line
indicator lights, refer to The M9617 telephone keys

and lights on page 29.

When you are on a call and someone on an extension
telephone tries to use your line, the set indicator light (the
light above the
remains on and the message Extension in use appears
until the person at the other extension hangs up.

Extension in Use and the Fax switch feature

˚ key) turns on. The light

When you lift the handset or press
telephone automatically selects the prime line (for
information on the prime line feature, see Changing the

prime line on page 240).

If your prime line is Line 2 and a fax switch peripheral
device (e.g,. a fax machine) is using that line, Line 2 is not
selected when you pick up the handset. Instead, the
message Extension in use / Press line key appears on
the telephone display.

Then, if you press
make a call. If you press
and may interrupt the call to the peripheral.

For more information, refer to Extension in Use

notification in Personal Call Manager on page 73.

ø, you access Line 1 and can

π, you access Line 2

©, the 9617

41

Viewing multiple display and light messages

There are several messages that can be active at any time,
such as date and time, X New Callers, Feature ON,
Message Waiting, and Ringer is OFF. When more than
one of these messages is active, the telephone display
shows the most recent message and an arrow beside it
(e.g., 1 New Caller ‚).

You can view the other messages by pressing
Each time you press
shows the next active message (and, if applicable, the set
indicator light associated with the message).

If you are on Line 1 and a call comes in on Line 2, an
arrow (->) appears on the screen. To see the Caller ID
information, press

‘, the telephone display

‘.

‘.

42

The Callers List

The 9617 telephone Callers List logs your incoming calls.
It can hold up to 100 calls. For each call, it logs the caller’s
name and number (if available), the time of the call and
whether the call was long distance.

To view the Callers List, press

≈.

A sample Callers List entry is shown below.

The item number
in the Callers List

The call was
answered

Indicates a new call

You have returned
the call

01 Steve Gervais

555-1234 (403)

AUG 13 12:45

The date and time
of the call

The name of the caller

The caller’s number

The area code 403 has
been stripped off and
placed in brackets

PM

The call was long distance

after the number.

You must subscribe to Caller ID services from your local
telephone company to receive caller information such as a
name or number.

Note that even if you subscribe to Caller ID, you may
sometimes receive “Private name”, “Unknown name”,
“Private number” or “Unknown number” instead of the
caller’s actual name or number.

For more information, refer to Callers List telephone

display messages on page 44.

43

Callers List telephone display messages

Common Callers List Display Messages (page 1 of 2)

Message What it means

Callers List is
empty

Calls bumped=xx

<Forwarded

No number

Private number

or

Private name

The Callers List has not logged any
calls, or you’ve deleted all the calls in
the Callers List. (Your telephone
does not record incoming calls until
you subscribe to the Caller ID
service.)

A number (xx) of old calls have been
automatically removed from the
Callers List to make room for new
calls. The Callers List limit is 100
calls.

The call was forwarded from
another location.

The call was long distance.
You are trying to call someone in

your Callers List and the number is
“Unknown” or “Private.”

The caller has requested that the
telephone company not deliver his
or her name or telephone number.

Unknown name or

Unknown number

The name or number is unavailable
from the telephone company.

44

Common Callers List Display Messages (page 2 of 2)

Message What it means

01√Unknown Name
555-5555

NN

NN

MAR04 3:30pm

…xxxxxxxxxxxxx

The checkmark (√) means that you
have returned the call from the
Callers List.

N means a new call.
An ellipse “…“ followed by x’s means

the number is longer than the tele­phone display.

Indicates an unanswered call in the
Callers List.

Indicates an answered call in the
Callers List.

Indicates a Call Waiting call in the
Callers List.

45

Voice Mail notification

When you have a Voice Mail message, the 9617
telephone’s red indicator light (located above the

˚ key) flashes slowly and the telephone display

shows:

Message Waiting
Line x

or

Message Waiting

Line 1 Line 2

In Personal Call Manager, the message waiting
icon (shown on the right) flashes in the task tray
when you have a Voice Mail message.

Tip: Voice Mail Assistant is an application, installed with
Personal Call Manager, which allows you to access voice
mail from your computer. To start this program, right-click
on the flashing Message Waiting icon in the task tray and
then click on the Start VoiceMailAssist menu item. For
more information, refer to The Voice Mail Assistant on
page 392.

Once you have listened to your message(s), the indicator
light stops flashing and the Message Waiting display
message disappears. If the message does not disappear
and the light continues flashing, you can use the Clear
Message Waiting option to remove them. Refer to The

Clear Message Waiting option on page 47 for more

information.
Contact your local telephone company to find out how

you can subscribe to Voice Mail services.

46

The Clear Message Waiting option

There may be times when Message Waiting appears on
the telephone display and the set indicator light continues
flashing when there are no new Voice Mail messages.

If so, you can turn the display message and light off using
the Clear Message Waiting option.

To clear message waiting:
1 Press the Options key.
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 6 or press

‚ fl.

4 Press • to clear message waiting.
5 Press ¬ for the line with the Voice Mail ser-

vice.
If required, repeat steps 4 and 5 for the other line.

Note: This option only applies if you subscribe to Voice
Mail services from your telephone company.

47

Clearing the Check line cord message

There may be times when Check line cord appears on
the telephone display and you want to clear this message.
For example, you may have only one line cord connected.

You can remove the Check line cord message from the
telephone display by turning off the Check Line Cord
option for the line that is not connected.

To enable or disable the check line cord message:
1 Press the Options key.
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 13 or press

⁄ ‹.

4 Press •.
5 Press ¬ of the line the Check line cord mes-

sage applies to.

6 Press

7 Press ®.

• to enable the Check line cord message. Press

to disable the Check line cord message.

£

48

Controlling the volume of your telephone

Y ou can contr ol the volume of the ringer, handset speaker
and Handsfree speaker. Y ou can also choose the ring tone
for the 9617 telephone ringer.

For more information, refer to the following topics:

■ Setting the ringer volume on page 50

■ Choosing the ring tone for the ringer on

page 51

■ The handset and Handsfree speaker volume on

page 52

49

Setting the ringer volume

To adjust the ringer when the telephone is idle:
1 Press one side of √.
2 Press ¬ for the line you want to adjust the

ringer for.

3 Press the right side of

Continue pressing it until you reach the desired ring
volume. (Pressing the left side decreases the volume
and pressing the right side increases the volume.)

4 Press
To adjust the ringer volume when the telephone is

ringing on one line:
1 Press the left or right side of the volume bar

ß.

√. The ringer sounds.

√ to adjust the ringer volume for the ring-

ing line.

To turn the ringer off:
1 Ensure the phone is not off the hook (i.e., ensure the

handset is resting in the cradle and the Handsfree indi­cator light is off).

2 Press
3 Press ¬ for the line you want to adjust the

4 Press the left side of

√.

ringer for.

√. Continue pressing

the left hand side until the ringer is off.

5 Press

ß. Ringer is OFF and the line affected

appear on the telephone display.

50

Choosing the ring tone for the ringer

You can choose one of four different ring tones for each
line independently.

To select the ring tone:
1 Make sure that the ringer is turned on (see Setting

the ringer volume on page 50).

2 Press the Options key.
3 Enter your Options password if required. Refer to Set-

ting the Options password using the telephone

on page 87 for more information.
4 Use

ª to scroll to option number 4 or press

‚ ›.

5 Press •.
6 Press ¬ for the line you want to set the ring

tone for. The current ring tone sounds.

7 Use

8 Press ß when you are satisfied with ring tone

9 Press

– until you hear the ring tone you want

to select. When selecting the ring tone, press the left

or right side of

and ringer volume. Repeat steps 5-8 for the other line

if desired.

√ to adjust the volume.

®.

51

The handset and Handsfree speaker volume

The handset volume

To adjust the handset volume:
1 While you are on a call, press the left or right side of

the volume bar

returns to normal after you have completed your call.

The speaker volume

To adjust the speaker volume:
1 While you are listening to the Handsfree speaker, you

can press the left or right side of the volume bar

√. The handset volume

√. The speaker volume remains at the vol-

ume level you last selected until the next time you

change it.

52

Getting to know Personal Call Manager

Personal Call Manager provides an easy-to-use computer
interface for the 9617 telephone.

For more information, refer to the following topics:

■ Startup icons on page 54

■ The task tray icon on page 55

■ The task tray menu on page 56

■ The Main Window on page 58

53

Startup icons

When Personal Call Manager starts up, two icons are
added to the screen: the taskbar icon and the task tray
icon. These two icons have distinctly different functions.

Use the taskbar icon to open the Personal Call Manager
main window when it is minimized or hidden behind
other application windows.

The task tray icon provides quick access to Personal Call
Manager functions when you are using other programs.

The diagram below shows where each icon is found.

The task bar icon

The task tray

For more information, refer to The task tray icon on
page 55.

54

The task tray icon

The Personal Call Manager icon (shown on the
right) appears in the task tray. This task tray icon
provides quick access to Personal Call Manager
functions when the main window is closed.

If you turn on the Don’t Disturb feature, this icon changes
(refer to Don’t Disturb and Personal Call Manager on
page 327).

Note: If you want to use the task tray icon when you are
in Personal Call Manager, first click outside the Personal
Call Manager window to deselect Personal Call Manager.

The task tray

When you let the mouse pointer hover over the Personal
Call Manager icon, the number of current calls appears.

When you right-click on the Personal Call Manager icon,
a menu appears that allows you to:

■ set Personal Call Manager preferences;

■ start the Voice Mail Assistant application

■ open the Personal Call Manager main window; or

■ exit from Personal Call Manager.

When you single click on the Personal Call Manager icon,
the task tray menu appears. From the task tray menu you
can perform most basic call functions.

For more information, refer to The task tray menu on
page 56.

55

The task tray menu

Y ou can use the task tray menu to perform most basic call
functions, such as making and answering calls, placing
calls on hold and creating conference calls with two other
callers (a three-call conference).

The Personal Call Manager task tray menu is divided into
two main sections, the upper and the lower.

The upper portion of the menu contains the current calls
and their status icons. These icons are explained below.
(These icons also appear in the Calls menu.) If there are
no calls, the upper portion of the menu does not appear.

Icons in the Task Tray or Calls Menu (page 1 of 2)

Icon Call Status Description

Active Call Appears beside the call you are

currently on.

Held Call Appears beside calls that are

on hold.

Conference
Call

Held
Conference

Appears beside the calls that
are part of a conference call.

Appears beside calls that are
part of a conference that is on
hold.

56

Icons in the Task Tray or Calls Menu (page 2 of 2)

Icon Call Status Description

Ringing Appears beside calls that you

have not answered.

The lower portion of the menu contains the following
features:

■ Callers List – a list of the last ten calls you received

that you can use to return calls (see The Callers List

in Personal Call Manager on page 353)

■ Redial List – a list of the last ten telephone numbers

you dialed that you can use to redial telephone num­bers (see The Redial List in Personal Call Manager
on page 354)

■ Quick Dials – a list of telephone numbers stored in

the Quick Dials folder that you can use to make calls
(see The Quick Dials folder on page 160)

■ Manual Dial – a command that lets you dial a tele-

phone number using the keyboard (see Dialing

using the Dial dialog box on page 250)

■ DND – a command that turns the Don’t Disturb fea-

ture on or off (see Don’ t Disturb and Personal Call

Manager on page 327)

57

The Main Window

The main window allows you access to all of Personal Call
Manager’s features.

Opening the main window

When you start Personal Call Manager, the main window
appears. By default, the window remains open.

To maximize the main window (if it is closed):

■ Click on the Personal Call Manager icon in the task-

bar.

OR

■ Right-click on the Personal Call Manager icon in the

task tray and then click on the Open menu item.

If you do not want the main window to remain open, you
can set the Startup Option so that the window minimizes
to an icon on the task bar when you launch Personal Call
Manager. (See The Startup Option on page 130.)

For more information, refer to the following topics:

■ The parts of the main window on page 60

■ Closing the main window on page 59

58

Closing the main window

When you close the main window, it minimizes to an icon
on the taskbar as shown below.

To close the main window (if it is open):

■ Click on the minimize button (shown on the

right) in the top right corner of the window.

When you close the main window, you can still
control your telephone calls from the Personal Call
Manager icon in the task tray.

For more information, refer to the following topics:

■ The task tray icon on page 55

■ The task tray menu on page 56

■ Exiting Personal Call Manager on page 26

59

The parts of the main window

Menu bar

Toolbar

Address
book

Current
calls

Status
bar

Tree View

Calls box

List View

The Personal Call Manager main window is made up of
the following:

■ the Menu bar

■ the Toolbar

Conference box

■ the The Address Book section

■ the The Current Calls section

■ the Status bar

All of these components, except the Menu bar, can be
turned on or off to suit your needs. You can resize any of
the sections in the main window by dragging their
borders. You can also move the toolbar by dragging it to
a new position.

60

Menu bar

You use the menus on the menu bar to access all of the
features available in Personal Call Manager. The menu bar
is always visible on the main window.

Menu Description

File Lets you add new contacts and folders, set

properties for contacts, import and export
contact information from and to text files
and exit Personal Call Manager.

Edit Lets you cut, copy, paste and delete contacts

and folders; lets you undo the last action you
have performed.

View Lets you choose how contacts are displayed;

lets you show or hide the toolbar and status
bar.

Calls Lets you make and answer calls, access call

lists and turn Do Not Disturb on or off. This
menu is identical to the task tray menu. See

The task tray menu on page 56.

Tools Lets you set dialing properties and prefer-

ences, configure a TAPI line and find
contacts.

9617
Options

Help Lets you view help topics and the software

Lets you access the Quick Dial Manager
and Memory Keys dialog boxes, and hide
the 9617 Options part of the toolbar.

version you are using.

61

Toolbar

The Personal Call Manager toolbar has two sections, the
main toolbar and the 9617 Options toolbar.

These toolbar sections contain buttons that provide quick
and easy access to Personal Call Manager functions.

To hide or display both toolbar(s):
1 Click on the View menu.
2 Click on the Toolbar menu item. The combined tool-

bar either appears or disappears.
When the toolbar is visible, a checkmark (✔) appears

beside the Toolbar menu item in the View menu.

To show or hide the 9617 Options toolbar:
1 Click on the 9617 Options menu.
2 Click on the 9617 Toolbar menu item. The 9617 tool-

bar either appears or disappears. Choose this menu

item again to toggle between these settings.
For more information, refer to Toolbar button

descriptions on page 63.

62

Toolbar button descriptions

The toolbar buttons provide quick access to commonly
used features. To access or activate a feature, simply click
on the appropriate toolbar button. The toolbar buttons
are described below.

Toolbar Buttons (page 1 of 4)

Button Feature Description

Up One
Level

New
Folder

New
Contact

Cut Copies the selected folder or

Copy Copies the selected folder or

Exits from the current folder
and moves one level up in the
Address Book.

Creates a new folder in the
Address Book.

Creates a new contact in the
Address Book, and opens the
New Contact Address Prop-
erties dialog box.

contact into the Clipboard and
then deletes it.

contact into the Clipboard.

63

Toolbar Buttons (page 2 of 4)

Button Feature Description

Paste Pastes the folder or contact

you copied to the clipboard
into the selected folder. (The
clipboard still retains a copy
even after you have used this
command, so you can paste a
copied item more than once.)

Properties
(This
button is
black.)

Large
Icons

Small
Icons

List Displays the folders and

Displays the Address Proper-
ties dialog box for the selected
contact or the Properties
dialog box for the selected
folder.

Displays the folders and
contacts in the Address Book
as large icons.

Displays the folders and
contacts in the Address Book
as small icons.

contacts in the Address Book
as small icons organized in
vertical columns.

64

Toolbar Buttons (page 3 of 4)

Button Feature Description

Report Displays the folders and

contacts in the Address Book
in a report view format. In this
format the icon, first name,
last name, telephone numbers,
and email information for the
contact are shown.

Find
Person

Calls Log Displays the Calls Log

Configure
Telephony
Device

Help Displays the application Help

Memory
Key

Displays the Find dialog box.
You can use this dialog box to
find a contact within the
Address Book.

window. This window allows
you to view the log of
incoming and outgoing calls.

Displays the 9617 Configura-
tion Properties dialog box
which allows you to set the
options for your telephone.

screen which allows you to
view help topics.

Displays the Memory Keys
dialog box which allows you to
use the memory keys.

65

Toolbar Buttons (page 4 of 4)

Button Feature Description

Directory
Synchroni­zation

9617
Property
Page
(This
button is
blue.)

Quick Dial
Manager

Synchronizes the Quick Dials
folder with the telephone
Directory so that they both
contain the same contacts.

Displays the 9617 Property
dialog box which allows you to
set the ring configuration for
the selected contact. This
button is only available when a
Quick Dials contact is selected.

Opens the Quick Dial
Manager window so you can
set the ring configuration for
your Quick Dials. See

page 331.

66

The Address Book section

The Address Book is a list of all the contacts stored in
Personal Call Manager. The Address Book consists of two
parts:

■ the Tree View, located on the left-hand side of the

Address Book, shows the structure of your folders

■ the List View, located on the right-hand side, shows

the folders and the contacts stored in whichever
folder is selected in the Tree View section

To see where each part is located, refer to The parts of

the main window on page 60.

To display the Address Book:
1 Click on the View menu.
2 Click on the Only Address Book menu item to dis-

play only the Address Book.

OR

Click on the Both Address Book and Calls menu

item to display both the Address Book and the Current

Calls.

A bullet symbol (•) appears beside the current

selection.
For more information on using the Address Book, refer to

The Address Book in Personal Call Manager on

page 157.

67

The Current Calls section

The Current Calls section consists of two parts:

■ the Calls box which shows your current calls

■ the Conference box which shows the calls that have

been joined together in a conference

To see where these are located, refer to The parts of the

main window on page 60.

To display the Current Calls:
1 Click on the View menu.
2 Click on the Only Calls menu item to display only the

Current Calls.

OR

Click on the Both Address Book and Calls menu

item to display both the Address Book and the Current

Calls.

A bullet symbol (•) appears beside the current

selection.
For more information, refer to the following topics:

■ Current Calls icons on page 69

■ Current Calls toolbar on page 71

68

Current Calls icons

Current Calls icons appear in the Calls and Conference
boxes to show you the status of your calls.

Note: Different versions of these icons are used in the
Calls menu and task tray menu. For more information,

refer to The task tray menu on page 56.

Current Calls icons (page 1 of 2)

Icon Call Status Description

Ringing Appears in the Calls box

beside the calls that are
currently ringing.

Active Call Appears in the Calls box

beside the call you are
currently on.

Held Call Appears in the Calls box

beside calls that are on hold.

Conference
Call

Held Confer­ence Call

Appears in the Conference
box beside calls that are part
of a conference.

Appears in the Conference
box beside conference calls
that are on hold.

69

Current Calls icons (page 2 of 2)

Icon Call Status Description

Extension In
Use

Appears in the Calls box for
calls made on other tele­phones using your line. See

page 73.

70

Current Calls toolbar

You manage the calls in the Calls box and the Conference
box using the toolbars above them. The toolbar buttons
are briefly described below.

Current Calls Toolbar (page 1 of 2)

Button Feature Description

Manual
dial

Release
Call

Properties Displays the Address Proper-

Large
Icons

Small
Icons

Displays the Dial dialog box so
that you can enter a phone
number using the keyboard.
This feature is useful for calling
a number that is not in the
Address Book.

Hangs up the selected call.

ties dialog box for the selected
caller and lets you add new
callers to the Address Book.

Displays current calls as large
icons.

Displays current calls as small
icons.

71

Current Calls Toolbar (page 2 of 2)

Button Feature Description

List Displays current calls as small

icons in vertical columns.

Report Displays current calls in a

report view format. In this
format the icon, the callers
name, the telephone number
and the call timer are
shown.The call timer is a
running count of how long the
call has been connected.

72

Extension in Use notification in Personal Call
Manager

When someone is using one of your telephone
lines on another telephone in your home or
business, the Extension in Use icon (shown on
the right) appears in the Calls box.

To join the call:

■ right-click the call icon and click on the Unhold

menu item, or

■ press ¬ for the line the call is on.

For more information, refer to Extension in Use

notification on the telephone on page 41.

73

Status bar

When visible, the Status bar appears at the bottom of the
screen and provides three information message areas.

Help messages

Line used

DND

Help messages – Shows a help message, if available, for
the area the mouse pointer is over. For example, if the
mouse is over one of the buttons on the toolbar, the
Status bar describes what that button does.

Line used – Identifies which TAPI line and which
telephone line is being used by Personal Call Manager.
(See page 433 for a definition of “TAPI”.) Also displays
the progress of synchronization between the software
and the telephone.

■ Default or Line 1 indicates that Line 1 will be used

when you make calls from Personal Call Manager.

■ Line 2 indicates that Line 2 will be used when you

make calls from Personal Call Manager.

DND – When the Don’t Disturb feature is enabled,
“DND” appears in this area.

To show or hide the Status bar:
1 Click on the View menu.
2 Click on the Status Bar menu item. The Status bar

appears or disappears depending on its previous set-

ting. When the Status bar is visible, a checkmark (✔)

appears beside the Status Bar menu item.

74

The About Personal Call Manager window

The About Personal Call Manager window shows the
version of the Personal Call Manager software you are
using. You will be asked to provide this information if you
contact us for technical support.

To access the About Personal Call Manager window:
1 Click on the Help menu.
2 Click on the About PCM menu item.

75

How the telephone and Personal Call Manager work together

There are four areas of functionality that ar e synchronized
(or shared) between the 9617 telephone and Personal
Call Manager:

1. The Options List and the Memory keys on the
telephone and the 9617 Configuration Properties
dialog box in Personal Call Manager

The Options List in the 9617 telephone allows you to set
the same options as the 9617 Configuration Properties
dialog box in Personal Call Manager. The changes you
make in one place are automatically made in the other.

For example, you can program the telephone’s memory
keys using the telephone itself or using Personal Call
Manager. The changes you make in one are automatically
made in the other. (For more on memory keys, see

Memory keys and the M9617 telephone on

page 146.)
If you change settings in the Options List when Personal

Call Manager is not running, these changes are updated
automatically when you start Personal Call Manager.

Some exceptions: The Pager Notification, Call Blocking
and Ring Configuration options can only be set using
Personal Call Manager.

continued...

76

2. The Directory on the telephone and Quick Dials in
Personal Call Manager

The telephone Directory and the Personal Call Manager
Quick Dials folder synchronize. This means that Personal
Call Manager and the 9617 telephone work together to
keep the list of contacts stored in the telephone Directory
the same as the list stored in the Quick Dials folder.

Normally, the 9617 telephone Directory and the Quick
Dials folder in Personal Call Manager are identical.
Differences can arise when:

■ contacts are added to the Personal Call Manager

Quick Dials folder while the 9617 telephone is
unplugged or not connected to the computer; or

■ contacts are added to the 9617 telephone Directory

when Personal Call Manager is not running.

When there are differences between the two lists, you
must choose between them which one you want to keep.
You cannot automatically combine the two lists. The
Startup Synchronization setting you choose determines
which list – the telephone Directory or the Quick Dials
folder – is kept. If you want to manually combine the two
lists, you can choose not to synchronize them. For more
information, refer to Changing the Startup

synchronization setting on page 134.

continued...

77

3. The Callers List and Redial List

When Personal Call Manager starts, it compares the call
lists in the 9617 telephone and in the program. If there
are differences (if you have made or received a call when
Personal Call Manager wasn’t running), Personal Call
Manager updates its Callers List, Redial List and Calls Log
Window.

4. Call Control (making, answering and holding calls)

You can do common call control operations such as
hanging up a telephone call using either the 9617
telephone or Personal Call Manager. For example, to end
a call, you can press
Release menu item in Personal Call Manager.

® on the telephone or click on the

78

Setup and customization

You can customize the way the 9617 telephone and
Personal Call Manager manage calls. You can also add
passwords, dialing restrictions, personal security numbers
and more.

For more information, refer to the following topics:

■ Setting up the M9617 telephone on page 80

■ Setting up Personal Call Manager on page 123

79

Setting up the 9617 telephone

There are two ways to customize the features of the 9617
telephone. You can use the Options List in the telephone,
or you can use the computer.

Y ou will find all the options in the telephone’s Options List
in the 9617 Configuration Properties dialog box in
Personal Call Manager.

It doesn’t matter which method you choose. The changes
you make in the telephone Options List are also made in
the 9617 Configuration Properties dialog box, and vice
versa.

Some exceptions: The Pager Notification, Call Blocking
and Ring Configuration options can only be set using
Personal Call Manager.

For more information, refer to the following topics:

■ Using the Options List to customize the M9617

telephone on page 81

■ Using the computer to customize the M9617

telephone on page 89

80

Using the Options List to customize the 9617 telephone

You can customize the 9617 telephone using the settings
in the Options List. To view this list, press the Options key
on the telephone. Y ou may have to move the slider beside
the telephone’s indicator light to the right to reveal the
Options key . (To see where this key is located, refer to The

M9617 telephone keys and lights on page 29.)

If an Options password has been set up, the telephone
display prompts you to enter it (see Setting the Options

password using the telephone on page 87).

Once you have entered the password and accessed the
list, the following appears on the 9617 telephone display:

Options List=26
Use ÏÔ to view

The number 26 refers to the number of features (or
settings) you can customize. Use
telephone to scroll through the list of options.

ª on the

For more information, refer to The telephone Options

List.

81

The telephone Options List

The 9617 telephone Options List (page 1 of 5)

Use this option... to do this...

01. Language
choice

02. Time/Date Set the date and time on your

03. Line x is prime Choose which of your two lines

04. Pick ring tone Select one of four ring tones for

05. Live dialpad
OFF (ON)

Choose the language you want
to see on the telephone display.
You can choose English, French
or Spanish. See page 20.

telephone display. See page 21.

is the prime line. See page 240.

Line 1 or Line 2. You can pick a
different ring tone for each line.
See page 51.

T urn the live dialpad option on or
off. When this option is on,
numbers are dialed out as you
enter them. When this option is
off, the numbers you enter are
not dialed out until you lift the

handset or press

∂,

© or a line key. See

page 239.

82

The 9617 telephone Options List (page 2 of 5)

Use this option... to do this...

06. Clear Msg.
Wtg.

07. Change
CALLERS

08. Call wait ID Turn the display of Call Waiting

09. Set list mode Specify that the Callers List for

Clear the Message Waiting
display prompt when you have
finished listening to your Voice
Mail messages. See page 47.

Specify for each line whether the
Callers List logs all calls, no calls
or only unanswered calls. See

page 336.

ID on or off. If you turn Call Wait
ID off, you will only hear the Call
Waiting tone when you receive a
Call Waiting call. You must
subscribe to Call Waiting from
your telephone company. See

page 268.

both lines be combined or sepa­rate. See page 338.

10. Fax switch OFF
(ON)

11. Change Answer Specify which line is answered

T urn the Fax switch on or off. See

page 387.

when both are ringing and you
lift the handset or press

©. See page 270.

83

The 9617 telephone Options List (page 3 of 5)

Use this option... to do this...

12. Headset
disabled
(enabled)

13. Check line
cord

14. Area codes Enter area codes that you don’t

15. Restrictions Prevent certain numbers from

16. Overrides Specify up to three numbers to

Use a headset instead of the
handset to speak on the tele­phone. See page 238.

Specify for each line whether or
not your telephone checks to
ensure the line cord is
connected. The telephone
displays a message when a line
cord is not connected. See

page 48.

want to appear in the Callers List
or on the telephone display. See

page 375.

being dialled out. See page 378.

override the dialing restrictions
you have entered into the
Restrictions option. See

page 381.

17. Security
numbers

Prevent certain numbers such as
passwords or Calling Card
Numbers from being displayed
on your telephone when you dial
them. See page 383.

84

The 9617 telephone Options List (page 4 of 5)

Use this option... to do this...

18. Call timer ON
(OFF)

19. Don’t dsturb
OFF (ON)

20. Timer key Program the Call timer option

21. Don’t dsturb
key

22. Busy redial
key

Enable the automatic display of
the call timer, which shows how
long you have been on a call. See

page 365.

Stop or prevent the ringing of
your telephone. See page 323.

into a memory key. When you
press the Timer key, the Call
timer appears on the telephone
display. See page 366.

Program the Don’t disturb option
into a memory key. When you
press the memory key , the option
turns off or on, depending on
what it was set to when you
pressed it. See page 325.

Program the Busy redial option
into a memory key. When you
press the memory key , the option
is activated or deactivated. See

page 371.

23. Busy retry
delay

Specify the time between auto­matic busy redial attempts. See

page 372.

85

The 9617 telephone Options List (page 5 of 5)

Use this option... to do this...

24. Busy attempts Specify the number of auto­matic Busy redial attempts. See

page 373.

25. Options

password

26. Versions View the version of firmware

Enter a password to restrict
access to the Options List. See

page 87.

(resident software) your tele­phone uses. You may be asked
to provide this information if you
contact the Aastra customer
support line.

86

Setting the Options password using the
telephone

You can enter a password to prevent others from viewing
or changing your Options List.

To enter or change an Options List password:
1 Press the Options key.
2 Enter the old Options password if one has been set.
3 Use

ª to scroll to option number 25 or press

¤ fi.

4 Press •.
5 Enter your password (6 digits maximum).
6 Press ß.
7 Press ® .

For more information, refer to the following topics:

■ Using the backdoor feature to access the

Options list on page 88

■ Setting the Options Password using Personal

Call Manager on page 108

87

Using the backdoor feature to access the
Options list

If you have forgotten your Options password, you can still
access the Options list by using the backdoor password.
The backdoor password is simply the month, day and
hour (based on a 24-hour clock) displayed on your
telephone display.

AM

For example, if the display shows MAY 09 10:30
backdoor password is 050910 (05 for the month, 09 for
the day, and 10 for the hour).

PM

If the display shows Feb 25 3:55

the backdoor password
is 022515 (02 for the month, 25 for the day and 15 for
the hour).

Once you are in the Options List, you can view or change
your Options password.

Note: The backdoor feature does not work for accessing
the 9617 Configuration Properties dialog in Personal
Call Manager.

, the

For more information, refer to Setting the Options

password using the telephone on page 87.

88

Using the computer to customize the 9617 telephone

The 9617 Configuration Properties dialog box allows
you to customize the features of the 9617 telephone
using your computer.

You can access this dialog box several ways. For more
information, refer to the following topics:

■ Customizing the telephone using the menu bar

or toolbar on page 90

89

Customizing the telephone using the menu
bar or toolbar

To customize your telephone features:
1 Click on the Tools menu.
2 Click on the Dial Using menu item.

The Choose a TAPI Line dialog box appears.

3 Click on the Configure Line button.
4 If required, type the Options List password.
5 Click on the OK button. The 9617 Configuration

Properties dialog box appears.
Tip: Instead of doing steps 1 to 5, click on the

Configure Telephony button (shown on the
right) on the toolbar.

Note: You may also be able to access this dialog box
from other TAPI applications.

continued...

90

6 Move to the tab that has the feature or setting you

want to change. For more information on the features
of each tab, refer to The M9617 Configuration

Properties dialog box on page 92.

The settings you specify on the Configuration Prop­erties dialog box are made in the Options List of the

telephone automatically.

7 Customize the settings as desired.
8 Click the Apply button to apply your settings.
9 If desired, move to another tab and repeat steps 7 and

8.

10 When you are finished, click on the OK button.

91

The 9617 Configuration Properties dialog
box

To see how to access this dialog box, refer to Using the

computer to customize the M9617 telephone on

page 89.
The 9617 Configuration Properties dialog box consists

of six tabs. Each tab groups together related features.
These tabs include all of the features in the telephone’s
Options List. The settings you specify in this dialog box are
stored in the telephone’s Options List automatically.

Note: There are a few exceptions. The Pager Notification,
Call Blocking and Ring Configuration options can only be
set using Personal Call Manager, although these settings
are still stored in the telephone itself.

For more information, refer to the following topics:

■ The Line tab on page 93

■ The General tab on page 95

■ The Phone Display tab on page 99

■ The Feature tab on page 101

■ The Security tab on page 106

■ The Memory Keys Assignment tab on page 110

92

The Line tab

This tab on the 9617 Configuration Properties dialog
box allows you to specify line features for both Line 1 and
Line 2 independent of each other.

For information on how to access this dialog box, refer to

Using the computer to customize the M9617
telephone on page 89.

Options For – Select the telephone line (Line 1 or Line 2)

you want to set options for. The settings (listed in detail
below) that you make on this tab only affect the line that
is selected when you make them.

Enable Line Cord Check – With this option enabled, the
9617 telephone checks to ensure that your telephone
lines are connected properly. If a line cord is not
connected properly, is malfunctioning, or is not present,
the 9617 telephone displays the “Check line cord”
message.

Enable Pager Notification – This option enables the
Pager Notification feature. When this feature is enabled,
the telephone numbers of the incoming calls you specify
are forwarded to the pager number you have specified on
the Feature tab. Refer to Sending your calls to your

pager on page 306.

Note: The Pager Notification option is not visible in the

9617 telephone Options List. However, it still works when
Personal Call Manager is not running or the computer is
off.

continued...

93

The Line tab (continued)

Ring Volume – This slider determines the ring volume of

the phone.
Ring Tone – Select from one of four ring tones for the

phone. Setting different tones for each line can help you
identify which line incoming calls are on.

Call Waiting ID – This option enables the display of Call
Waiting ID. If you subscribe to Call Waiting ID from your
local telephone company, turn this option on to have Call
Waiting ID appear on the 9617 telephone and in the You
have a new call dialog box in Personal Call Manager. If
you do not subscribe to this service, turn this option off.
(The name of this service may vary from area to area.)

Callers Display – This option determines which calls are
logged in the Callers List. You can select All Calls, No
Calls, or Unanswered Calls. If you are going to use the
Pager feature, you must set up the Callers List in a
particular way. For more information, refer to About the

Callers List and the Pager feature on page 337 and
Sending your calls to your pager on page 306.

94

The General tab

This tab on the 9617 Configuration Properties dialog
box allows you to specify general telephone features.

For information on how to access this dialog box, refer to

Using the computer to customize the M9617
telephone on page 89.

Enable Headset – Select this option if you are going to

attach a headset to the 9617 telephone.
Enable Fax Switch – Enabling this option is one of the

steps you must complete to allow the 9617 telephone to
route fax or modem calls to the fax machine or modem
connected to Jack 2. For more information on setting up
this feature, refer to Connecting a fax machine or

modem to the telephone on page 387.

Enable Live Dialpad – With Live Dialpad enabled, the

9617 telephone begins dialing as soon as you enter a
number on the keypad. If this option is not selected, the
telephone does not dial the telephone number you have
entered until you lift the handset or press

∂,

©, or ¬.

Enable Call Timer – When this option is selected, a timer
appears on the 9617 telephone display for incoming and
outgoing calls. If this option is not selected, the timer
does not appear; however, call times still appear in the
Calls Log Window in Personal Call Manager and in the
Report view of the Calls and Conference boxes.

continued...

95

The General tab (continued)

Set List Mode to be – This option determines how

callers are tracked; callers can be split by line, or
combined into a single list.

Note: List Mode affects only the Callers List on the 9617
telephone, not on Personal Call Manager. The Personal
Call Manager Callers List is always combined.

Set Prime Line to be – This option sets the default line
for the 9617 telephone. The prime line is the line that is
activated when you pick up the handset.

Set Language to be – The language for the 9617
telephone display can be set to English, French, or
Spanish with this option.

Note: The Set Language to be option affects only the
9617 telephone. You cannot change the language of
Personal Call Manager.

Answer Preference – If both lines are ringing at the
same time, this option determines which line is answered
first when you pick up the handset or press
on the telephone.

©

“Answer Longest” answers the line that has been ringing
the longest. “Answer Prime” answers the line that has
been designated the prime line (see the Set Prime Line
to be option above).

continued...

96

The General tab

Note: The following four features are not visible on the

M9716 telephone Options List. However, they still work
when Personal Call Manager is not running or the
computer is off.

Suppress First Ring – Many of the 9617 telephone’s
features require Caller Identification (Caller ID)
information to work. (For example, see Block Private
Call and Block Unknown Call, below.) However, Caller
ID information isn’t received by the 9617 telephone until
after the first ring.

When you enable the Suppress First Ring option, the
9617 telephone does not ring until after it has received
the Caller ID information. (While the telephone won’t
ring, the line indicator light will flash and the call
information will be displayed for a few moments before
the phone rings). This allows you to more effectively
screen your calls. (See Screening your telephone calls
on page 312.)

(continued)

Block Private Call – Enabling this option prevents the

9617 telephone from ringing for all calls that have a
Caller ID of “private.” Callers can request that their ID be
listed as “private” by the telephone company. Blocked
calls ring once, unless Suppress First Ring is enabled.

Block Unknown Call – Enabling this option prevents the
9617 telephone from ringing for all calls that have a
Caller ID of “unknown.” A caller is listed as “unknown” if
the telephone company has no information for that caller .
Blocked calls ring once, unless Suppress First Ring is
enabled.

continued...

97

The General tab (continued)

Special Ring for Long Distance – With this option

enabled, the 9617 telephone sounds a special ring
whenever you receive a long distance call. (Long distance
calls ring once normally before the special ring is activated
unless the Suppress First Ring option is enabled.)

98

The Phone Display tab

This tab on the 9617 Configuration Properties dialog
box allows you to set display options for the telephone.

For information on how to access this dialog box, refer to

Using the computer to customize the M9617
telephone on page 89.

Display Contrast – Drag the slider to increase or

decrease the contrast of the phone’s display. Click on the
Apply button to see the results of a new setting without
exiting the 9617 Configuration Properties dialog box.

Area Codes – In some areas, the telephone company
sends the area code of all local calls with the Caller ID
information. However, you may not be able to dial local
numbers using the Callers List in the telephone until you
remove the area code from the number. If this is the case
in your area, you can use the area code stripping feature.

When you enter an area code or prefix using this feature,
your 9617 telephone removes that code or prefix from
numbers stored in the telephone’s Callers List.

For example, if you enter your area code into this option,
all calls in your area code will appear in the Callers List
with the area code stripped off (the area code appears in
brackets after the number like this: 555-1234 (403)).

continued...

99

You can enter three separate area codes or prefixes, each
up to seven digits long.

Note: It is highly recommended that you enter your local
area code in one of these three fields and
Code field on the Dialing Properties dialog box. To
access this dialog box, click on the Tools menu in
Personal Call Manager and select the Dialing Properties
menu item. For more information on Dialing Properties,
refer to Specifying dialing properties for the location

you are dialing from on page 125.

For more information on the Area Code feature and the
telephone, refer to Stripping area codes from

numbers in the telephone Callers List on page 375.

in the Area

100