Avaya IP 2007 User Guide

Title page

Nortel Communication Server 1000
IP Phone 2007
User Guide

Revision history

June 2006
August 2005
May 2005
Standard 1.00. This document is issued to support the IP Phone 2007 on Nortel Communication Server 1000 Release 4.0.
Revision history
3
Revision history
4

Contents

About the Nortel IP Phone 2007 . . . . . . . . . . . . . . . . . . . . . 11
Basic features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Telephone controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Telephone display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Application area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Tools/Navigation area . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Touch panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Calibrate the touch panel . . . . . . . . . . . . . . . . . . . . . . . . . 19
Stylus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Cleaning the Telephone Screen . . . . . . . . . . . . . . . . . . . . . . . 19
Call features and Flexible Feature Codes . . . . . . . . . . . . . . . 19
Security features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Secure Communication . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Managing your Station Control Password (SCPW) . . . . . 20
Contents
Enter and edit text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Enter text using the telephone dialpad . . . . . . . . . . . . . . . . . . 23
Edit text using the soft keys . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Enter text using the pop-up keyboard . . . . . . . . . . . . . . . . . . . 24
Enter text using the USB keyboard . . . . . . . . . . . . . . . . . . . . 25
Connect the IP Phone 2007 components . . . . . . . . . . . . . . 26
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Configure IP Phone Local Options . . . . . . . . . . . . . . . . . . . 28
Use Network Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Use Local Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Use Touch Panel Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
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Contents
Use Contrast and Brightness . . . . . . . . . . . . . . . . . . . . . . . . . 30
Use USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Use TFTP Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Use Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Configure services on the IP Phone 2007 . . . . . . . . . . . . . 37
Use the Telephone Options menu . . . . . . . . . . . . . . . . . . . . . 38
Adjust volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Adjust display screen contrast . . . . . . . . . . . . . . . . . . . . . . . . 43
Telephone Options menu . . . . . . . . . . . . . . . . . . . . . . . . . 43
Tools menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Select a language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Telephone Options menu . . . . . . . . . . . . . . . . . . . . . . . . . 44
Tools menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Select Date/Time format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Display diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Choose Local DialPad Tone . . . . . . . . . . . . . . . . . . . . . . . . . . 46
View telephone information . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Configure call log options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Configure the Callers List log . . . . . . . . . . . . . . . . . . . . . . 48
Configure New Call indication . . . . . . . . . . . . . . . . . . . . . 50
Configure Preferred Name Match . . . . . . . . . . . . . . . . . . 51
Configure Area Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Choose Ring type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Enable Call Timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Enable OnHook Default Path . . . . . . . . . . . . . . . . . . . . . . . . . 55
Change feature soft key labels . . . . . . . . . . . . . . . . . . . . . . . . 56
Configure Name Display format . . . . . . . . . . . . . . . . . . . . . . . 59
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Contents
Make a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Use Off-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Use On-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Use Handsfree dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Use the Directory applications . . . . . . . . . . . . . . . . . . . . . . . . 64
Make a call using Corporate Directory . . . . . . . . . . . . . . . 64
Make a call using Personal Directory . . . . . . . . . . . . . . . . 66
Make a call using Callers List . . . . . . . . . . . . . . . . . . . . . . 66
Make a call using Redial List . . . . . . . . . . . . . . . . . . . . . . 67
Use Predial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Use AutoDial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Activate Ring Again . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Redial the last number called . . . . . . . . . . . . . . . . . . . . . . . . . 72
Use Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Make a System Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Make a call using Hot Line . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Make an Intercom call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Answer a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
While on an active call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Place a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Transfer a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Use Timed Reminder Recall . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Use Attendant Recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Use Call Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Record a Calling Party Number . . . . . . . . . . . . . . . . . . . . . . . 82
Display incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Trace a Malicious call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
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Contents
Incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Activate Automatic Answerback . . . . . . . . . . . . . . . . . . . . . . . 85
Activate Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Use Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
While away from your desk . . . . . . . . . . . . . . . . . . . . . . . . . 89
Use Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Use Internal Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Use Remote Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Secure your telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Talk with more than one person . . . . . . . . . . . . . . . . . . . . . 95
Use the Call Join feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Set up a Conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Use the Conferee Selectable Display
and Disconnect feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Use Group Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Work without interruption . . . . . . . . . . . . . . . . . . . . . . . . . 101
Activate Make Set Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Additional call features . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Use AutoDial Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Use the Buzz signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Use Call Page Connect to make an announcement . . . . . . . 103
Use Centrex/Exchange Line Switchhook Flash . . . . . . . . . . 104
Charge a call or charge a forced call . . . . . . . . . . . . . . . . . . 104
Use Enhanced Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Use Forced Camp-on feature . . . . . . . . . . . . . . . . . . . . . . . . 108
Override a busy signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Use Privacy Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
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Contents
Use Radio Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Use Voice Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Additional features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Personal Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Virtual Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Virtual Office login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Virtual Office on your office telephone . . . . . . . . . . . . . . 124
Virtual Office logout . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Troubleshoot Virtual Office . . . . . . . . . . . . . . . . . . . . . . . 125
Media Gateway 1000B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Test Local Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Resume Normal Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Troubleshoot MG 1000B . . . . . . . . . . . . . . . . . . . . . . . . 129
Hospitality features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Set Automatic Wake-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Activate Message Registration . . . . . . . . . . . . . . . . . . . . . . . 133
Use Maid Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Display Room Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
External server applications . . . . . . . . . . . . . . . . . . . . . . . 138
Flexible Feature Codes (FFC) . . . . . . . . . . . . . . . . . . . . . . 139
Regulatory and safety information . . . . . . . . . . . . . . . . . . 141
Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
DenAn regulatory notice for Japan . . . . . . . . . . . . . . . . . . . . 143
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
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Contents
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About the Nortel IP Phone 2007

About the Nortel IP Phone 2007
The Nortel IP Phone 2007 brings voice and data to the desktop by connecting directly to a Local Area Network (LAN) thro ug h an Ethe rne t connection.
The IP Phone 2007 provides all the functionality of the IP Phone 2004, using a graphical user interface (GUI). In addition, advanced text and graphic-based web-centric applications are supported.
The IP Phone 2007 does not support the IP Phone Key Expansion Module (KEM).
Some features are not available on all telephones. Consult your system administrator to verify which features are available for your use.
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About the Nortel IP Phone 2007

Basic features

The IP Phone 2007 supports the following features:
12 programmable feature soft keys
four soft keys (self-labeled) providing access to a maximum of ten features
Note: Your IP Phone 2007 may not be configured to support soft key functionality. Consult your system administrator.
speaker for on-hook dialing or on-hook listening
volume control bar for adjusting ringer, speaker, handset, and headset volume
four call processing fixed keys: —Hold — Goodbye — Handsfree —Mute
shared LAN access with a PC
headset jack with On/Off key
automatic network configuration
hearing-aid compatibility
large, color touch panel display screen
web-based applications support
remote firmware download
USB mouse and keyboard support
12
About the Nortel IP Phone 2007

Telephone controls

Figure 1 shows the IP Phone 2007 controls.
Figure 1: IP Phone 2007.
Use the Volume control bar to adjust the volume of the ringer, handset, headset, speaker, and the Handsfree feature. Press the right side of the rocker bar to increase volume; press the left side to decrease volume.
Use the Goodbye key to terminate an active call.
Press the Hold key to put an active call on hold. Tap the flashing line (DN) soft key to return to the caller on hold.
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About the Nortel IP Phone 2007
Use the Navigation keys to scroll through menus and lists appearing on the LCD display screen. The key rocks for up, down, left, and right movements.
Press the Headset key to answer a call using the headset or to switch a call from the handset or handsfree to the headset.
Press the Speaker key to activate handsfree. The speaker LED indicator lights to indicate when handsfree is active.
Press the Mute key to listen to the receiving party without transmitting. Press the Mute key again to return to two-way conversation. The Mute key a pplies to handsfree, handset, and headset microphones. The Mute LED indicator flashes when the Mute option is in use.
When a message is left for the user, the
Message waiting indicator flashes. Also,
this indicator flashes when the set ringer is ON.
The two keys on either side of the navigation key are context-sensitive soft keys, with labels appearing on the display screen.

Telephone display

The IP Phone 2007 provides a large, color touch panel display that supports color XML/HTML content through an external application server.
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About the Nortel IP Phone 2007
The IP Phone 2007 window-based user interface has two display areas:
Application area
Tools/Navigation area
Figure 2 shows an example of an idle LCD display screen.
Figure 2: IP Phone 2007 LCD display screen
Note: The display can differ from the above exam p le.
To extend the life of the LCD panel, the panel goes dark (“sleeps”) after a configured period of time. See “To use Contrast and Brightness” on page 30 for information on configuring the time before the telephone sleeps.

Application area

The Application area provides:
line and feature soft key status
information items such as caller number, caller name, feature prompt strings, user-entered digits, date and time information (or call timer, if provisioned in the telephone options menu), and set information
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About the Nortel IP Phone 2007
feature soft keys
soft keys
Figure 3 shows the Application area.
Figure 3: IP Phone 2007 Application area
In the Feature area, the soft keys can show either text or icons. Table 1 shows the soft key text and icon equivalents. The text labels are displayed by default and are changed u sing th e Tools menu (s ee “To use Button Customizing Tool” on page 34 for more information).
Table 1: Feature Key text and icon displays (Part 1 of 2)
Text display Icon display
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About the Nortel IP Phone 2007
Table 1: Feature Key text and icon displays (Part 2 of 2)
Text display Icon display

Tools/Navigation area

The Tools/Navigation area provides controls for navigating between features and selecting tools. This area is visible and functional at all times.
Figure 4 on page 17 shows the Tools/Navigation area.
Figure 4: IP Phone 2007 Tools/Navigation area
The Tools/Navigation area has five main elements presented as touchable soft keys:
Tap this icon to determine which external graphical applications are registered (for example, My CallPilot), and launch them by tapping on the appropriate icon.
Tap this icon to access the Telephone screen.
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About the Nortel IP Phone 2007
Tap this soft key to go to the primary graphical external application, as configured by the administrator. The soft key displays the icon of the primary graphical application.
Tap this icon to access the following tools used on the IP Phone 2007:
Network Configuration
Local Diagnostics
Touch Panel Setup
Contrast and Brightness
USB Devices
TFTP Upgrade
Preferences
Tap this icon to display a virtual keyboard (pop-up keyboard) for text entry.
The pop-up or USB keyboards can be used to enter text in some of the applications. See “Enter and edit text” on page 23 for further information.

Touch panel

You perform point-and-click operations on your IP Phone 2007 using the touch panel. The touch panel is used with the graphical user interface (GUI) to present soft keys directly on the display. You can activate all Line/DN soft keys and feature soft keys by using the touch panel.
See “Cleaning the Telephone Screen” on page 19 for important information.
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About the Nortel IP Phone 2007

Calibrate the touch panel

You calibrate the touch panel through the Tools menu, which enables you to fine-tune the touch panel. You are prompted to use the stylus to tap three targets. See “To use Touch Panel Setup tool” on page 29 for further information.

Stylus

You operate the touch panel using a stylus or your finger. However, use of a stylus is recommended to avoid damage to the touch panel.

Cleaning the Telephone Screen

Hold down the Goodbye key, and then gently wipe the telephone screen with a soft, dry cloth.
CAUTION
Do not use any liquids or powders on the telephone.
Using anything other than a soft, dry cloth can contaminate telephone components and cause premature failure.

Call features and Flexible Feature Codes

System administration is required for call features and Flexible Feature Codes (FFCs). Contact your system administrator to configure these features and codes on your telephone.
The Call features and FFCs must be assigned to your telephone and supported by system software.

Security features

The following security features are available on your IP Phone 2007:
Secure communication
Managing your Station Control Password (SCPW)
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About the Nortel IP Phone 2007

Secure Communication

Your IP Phone 2007 supports secure communication using SRTP and a Pre-Shared Key (PSK) media encryption feature. If the feature is enabled, a security icon (:) appears on the screen when your call is secured using SRTP (PSK). Contact your system administrator to find out if this feature is enabled on your phone.

Managing your Station Control Password (SCPW)

Your Station Control Password (SCPW) enables the following security features:
Electronic Lock to prevent others from making calls from your telephone.
Password-protected telephone features (for example, Personal Directory, Callers List, and Redial List).
Your initial SCPW is defined by your system administrator. Please contact your system administrator for detailed information.
To change your SCPW
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1. Tap the Services soft key.
2. Press the Up/Down keys to scroll and highlight Password Admin.
3. Tap the Select soft key.
4. Use the dialpad to enter your password at the prompt.
5. Press the Up/Down keys to scroll and highlight New Password.
6. Tap the Select soft key.
7. Use the dialpad to enter the new password.
8. Tap the Select soft key to accept the new password.
Note: If you are locked out of your IP Phone 2007 or forget your SPCW, contact your system administrator.
To turn Password Protection On/Off
Note:
1. Tap the Directory soft key.
About the Nortel IP Phone 2007
2. Press the Up/Down navigation keys to scroll and highlight Change Protection
Mode.
3. Use the dialpad to enter your password (if Password Protection is enabled).
4. Tap the Enter soft key.
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About the Nortel IP Phone 2007
5. Press the Up/Down navigation keys to
6. Choose one of the following:
scroll and highlight one of the following: — Enable Password ProtectionDisable Password Protection
or
Yes to accept the selection. — No to return to the Directory menu.
7. Tap the Done soft key.
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Enter and edit text

Enter and edit text
You can enter and edit text on your IP Phone 2007 using the following methods:
telephone dialpad
soft keys
pop-up keyboard
USB keyboard (optional)
The use of any of these methods for text entry depends on the applica­tion. Table 2 shows the applications and input devices that can be used for text entry:
Table 2: Application Text Entry
For: Use:
Call Server related applications (for example, changing feature key labels, adding personal directory entries or for dialing)
Graphical applications Pop-up or USB keyboard Tools menu Pop-up or USB keyboard
Dialpad Pop-up or USB keyboard for
numeric entries only
Dialpad for numeric entries

Enter text using the telephone dialpad

You use the dialpad to enter text when you use features such as programming an AutoDial soft key.
For example, to enter the letter A, press the number 2 key once. To enter the letter C, press the number 2 key three times.
Note: No letters are associated with the number 1 or the number 0 key.
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Enter and edit text
When entering IP addresses with the dialpad, the address is entered as xxx*xxx*xxx*xxx, and the telephone translates this to xxx.xxx.xxx.xxx.

Edit text using the soft keys

You use soft keys to access text when you work with such applications as Personal Directory, Redial List, and Callers List.
Table 3 describes the soft key editing functions on the IP Phone 2007.
Table 3: Editing soft key description
Soft key Description
Cancel Stop the current action.. Choose Select a symbol. Clear Clear the input field. Case Switch the next character to either uppercase
or lowercase. Delete Backspace one character. Done/Select/Enter Depends on application. More… Access additional soft keys.

Enter text using the pop-up keyboard

A full uppercase and lowercase keyboard and a nu mber pad are available to enter text. The user can “type” on the keyboard with the stylus. The pop-up keyboard can be used to enter text in the tools and graphical applications.
For number entry in telephone applications (for example, when dialing), the keyboard can be used to enter digits (0–9), as well as star (*) and pound (#). Other characters are ignored.
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Enter and edit text

Enter text using the USB keyboard

The USB keyboard, when connected, can be used to enter text in the tools and graphical applications.
For number entry in telephone applications (for example, when dialing), the keyboard may be used to enter digits (0–9), as well as * and #. Other characters are ignored.
When on a call, the function keys (f1, f2, f3, f4, f5, f6, f7, and f8) can be used to control the telephone. Table 4 shows the function keys and their associated action during telephone calls.
Table 4: USB keyboard function keys during telephone calls
Function key Action
f1 Go to Handsfree mode f2 Go to Headset mode f3 Place the current call on Hold f4 Mute the current call f5 Volume Up f6 Volume Down f7 Copy f8 Quit
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Connect the IP Phone 2007 components

Connect the IP Phone 2007 components

Before you begin

CAUTION Damage to Equipment
Do not plug the IP Phone 2007 into a regular telephone jack. This results in severe damage to the IP Phone. Consult your system administrator to ensure that you plug your set into a 10/100BaseT Ethernet jack.

Steps

1. Connect one end of the handset cord to the handset jack (identified with a handset icon) on the back of the telephone. Connect the other end to the jack on the handset.
2. Choose one of the following connections: a. For a telephone not sharing LAN access with a PC, connect one
end of the CAT5 line cable to the LAN Ethernet port located on the back of the telephone (identified with a LAN icon). Plug the other end of the CAT5 line cable into the IP network.
b. For a telephone sharing LAN access with a PC, connect one end
of the CAT5 line cable to the LAN Ethernet port located on the back of the telephone (identified with a LAN icon) and the other end to the IP network. Insert a second CAT5 line cable into the PC Ethernet port located on the back of the telephone (identified with a PC icon) and the other end into the Ethernet port of the computer.
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Connect the IP Phone 2007 components
3. Contact your installation technician for the proper power option. This telephone can be powered by an optional AC adapter or using Power over Ethernet.
WARNING
If using an AC adapter, you must use the IP Phone 2007 Global Power Adapter (part number N0014020) or your phone will fail to operate.
4. Thread the cord around the strain relief, retaining hook, and channel provided for a secure power connectio n.
5. Secure the telephone footstand to the telephone base. Use the angle grip on the top back of the telephone to change position.
6. Contact your system administrator for configuration instructions.
Figure 5 shows connections on the IP Phone 2007.
Figure 5: IP Phone connections
27

Configure IP Phone Local Options

Configure IP Phone Local Options
Your IP Phone 2007 has both local and server-based options. The local options cover the following entries in the Tools menu:
Network Configuration
Local Diagnostics
Touch Panel Setup
Contrast and Brightness
USB Devices
•TFTP Upgrade
Preferences Note 1: Many of the selections in the Tools menu are intended fo r
system administrator use only. Note 2: If Password Protection is enabled on your IP Phone 2007,
you are prompted for a password when you open the Tools menu.
Entering text in the Tools menu items is easier with a USB keyboard.

Use Network Configuration

The Network Configuration displays the information that was configured when the telephone was installed. This tool is for administrator use only. See IP Phones: Description, Installation, and Operation (553-3001-368) for detailed instructions.

Use Local Diagnostics

The Local Diagnostic menu contains tools that are used to diagnose lo cal problems. This menu is for administrator use only. See IP Phones: Description, Installation, and Operation (553-3001-368) for detailed instructions.
28
Configure IP Phone Local Options

Use Touch Panel Setup

The Touch Panel Setup tool calibrates the touch panel and stylus. Calibration is required when stylus taps are not interpr et ed cor rectly.
To use Touch Panel Setup tool
1. Tap the Tools icon.
2. Tap the Touch Panel Setup soft key. The screen displays a calibration map,
the CANCEL soft key is displayed, and the system prompts
Touch the center of the red
ball.
3. Using the stylus, tap each of the dots, in order, starting with the red dot in the lower-left portion of the screen, and following the sequence as prompted.
4. After the third dot is tapped, the display changes to indicate the result of the calibration.
If the calibration is successful, the telephone reports Data calibration is CORRECT, prompts Save Data Calibration?, and displays the YES and NO soft keys, and calibration statistics.
29
Configure IP Phone Local Options
Choose one of the following: —Tap the YES soft key to save the
—Tap the NO soft key to abandon the
5. If the calibration is not successful, the telephone reports Data calibration is WRONG, prompts Repeat Calibration?, and displays the YES and NO soft keys, and calibration statistics.
Choose one of the following: —Tap the YES soft key to try the
—Tap the NO soft key to abandon the
calibration settings and exit to the main display.
calibration settings and exit to the main display.
calibration again (starting at step 3).
calibration and exit to the main display.

Use Contrast and Brightness

The Contrast and Brightness tools are used to alter the physical settings of the display.
To use Contrast and Brightness
1. Tap the Tools icon.
2. Tap the Contrast and Brightness soft key.
30
Configure IP Phone Local Options
3. The screen displays:
Contrast, and a set of Down and Up soft keys
Brightness, and a set of Down and
Up soft keys
Sleep in xxx, where xxx is a time in minutes or hours, and a set of Down and
Up soft keys.
4. To increase the display contrast, tap the
Up soft key beside the Contrast label.
5. To decrease the display contrast, tap the
Down soft key beside the Contrast
label.
6. To increase the display brightness, tap the Up soft key beside the Brightness label.
7. To decrease the display brightness, ta p the Down soft key beside the Contrast label.
31
Configure IP Phone Local Options
8. To increase the time before the display sleeps (goes black), tap the Up soft key beside the Sleep in label. The sleep time increases from the default, and provides settings for:
5m (five minutes) 15m (15 minutes) 30m (30 minutes) 1h (one hour — default) 2h (two hours) Never (screen does not go black).
Note: Extending the sleep time or never sleeping reduces the life span of the display screen.
9. To decrease the time before the display sleeps (goes black), tap the Down soft key beside the Sleep in label. The time decreases from the default, and provides settings for:
Never (screen does not go black) 2h (two hours) 1h (one hour — default) 30m (30 minutes) 15m (15 minutes) 5m (five minutes).
10. Tap the Exit soft key to exit to the main display. Changes are saved automatically.

Use USB Devices

The USB Devices menu provides information abou t th e Univ er sa l Seria l Bus (USB) devices plugged into the USB port in the back of the telephone.
32
Configure IP Phone Local Options
To use USB Devices
1. Tap the Tools icon.
2. Tap the USB Devices soft key. The screen displays information about
the device connected.
3. Tap the Exit soft key to exit to the main display.

Use TFTP Upgrade

The TFTP Upgrade menu is used to upgrade the firmware in the telephone. This menu is for administrator use only. See IP Phones: Description, Installation, and Operation (553-3001-368) for detailed instructions.
33
Configure IP Phone Local Options

Use Preferences

Configure individual user preferences using the Preferences tool. The
Preferences menu contains the Button Customizing Tool and the Exit
soft key.
To use Button Customizing Tool
1. Tap the Tools icon.
2. Tap the Preferences soft key.
3. Tap the Button Customizing Tool soft key.
Three columns appear, labelled Buttons, Icons, and Labels:
Buttons Icons Labels
_ _ _ _ _ _ _ _ _
34
_ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _
_ _ _ _ _ _ _ _ _
Configure IP Phone Local Options
The boxes shown with a black outline are the current settings.
4. To change a soft key from displaying text to displaying the icon, tap the associated icon button. A black box appears around the icon.
Example: to change the soft key labeled Inbox on the main display to the icon, tap the Inbox icon.
5. To change a soft key to display a custom label:
a. Tap twice on the corresponding field
in the Label column; a blinking cursor appears, and a black box appears around the label.
b. Enter text by typing on the USB
keyboard or virtual keyboard.
c. Tap somewhere on the screen to
stop editing the field.
Note: The system truncates the label if the text does not fit into the display area of the soft key.
35
Configure IP Phone Local Options
6. Choose one of the following:
To apply the changes, tap the Apply soft key. The system responds Saving is in progress
or
and then Saving is complete.
To abandon the changes, tap the Exit soft key. The system responds Save changes? and the Yes and No soft keys display.
Choose one of the following: —Tap the Yes soft key to save the
or
—Tap the No soft key to abandon the
7. Tap the Exit soft key to return to the Preferences menu.
changes.
changes and exit to the Preferences menu.
To exit from the Preferences menu
Tap the Exit soft key to return to the main display.
36

Configure services on the IP Phone 2007

Configure services on the IP Phone 2007
The IP Phone 2007 Services menu lists the following submenus:
•The Telephone Options menu enables you or your system administrator to configure telephone preferences.
•The Password Admin menu enables you or your system administrator to change the Station Control Password.
•The Virtual Office Login and Test Local Mode (for branch office) menus are listed when an IP Phone 2007 Class of Service is set for Virtual Office and branch office. For more information, see “Virtual Office” on page 122.
Note: The Password Admin, Virtual Office Login, and Test Local
Mode menus may not be available on your IP Phone 2007. Consult
your system administrator.
The Telephone Options menu offers the following menu options:
Volume adjustment…
Contrast adjustment
Language…
Date/Time
Display diagnostics
Local DialPad Tone
Set Info
Diagnostics
Call Log Options
Ring type…
Call timer
OnHook default path
Change FeatureKey label
37
Configure services on the IP Phone 2007
Name Display Format Note: When an option has a sublist, an ellipsis (...) appears after the
option.
In the Services menu, the current setting for options is marked with a telephone icon.
Because this menu comes from the Call Server, use the Up/Down navigation keys for scrolling and tap the Select soft key.

Use the Telephone Options menu

To use the Telephone Options menu
1. Tap the Services soft key.
2. Press the Up/Down navigation keys to scroll and highlight Telephone Options.
38
3. Tap the Select soft key.
4. Press the Up/Down navigation keys to scroll and highlight an option (for example, Language…).
5. Tap the Select soft key. The display provides information required to adjust your selection.
Configure services on the IP Phone 2007
6. Choose one of the following:
or
—Tap the Select soft key to save
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.

Adjust volume

To adjust the volume, tap the Services soft key, select Telephone
Options, and select Volume adjustment… from the menu. Choose one
of the following:
Ringer
Handset listen
Handsfree listen
Headset listen
Buzzer
To adjust Ringer volume
or
1. Press the Up/Down navigation keys to scroll and highlight Ringer.
2. Tap the Select soft key. The phone rings.
3. To increase or decrease the volume, choose one of the following:
—Tap the Up or Down soft keys. —Press the Up/Down navigation keys.
39
Configure services on the IP Phone 2007
4. Choose one of the following: —Tap the Select soft key to save the
or
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
To adjust Handset listen volume
1. Press the Up/Down navigation keys to scroll and highlight Handset listen.
2. Tap the Select soft key.
3. To increase or decrease the volume, choose one of the following:
or
—Tap Up or Down soft keys.
40
or
—Press the Up/Down navigation keys.
4. Choose one of the following: —Tap the Select soft key to save the
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
Configure services on the IP Phone 2007
To adjust the Handsfree listen volume
1. Press the Up/Down navigation keys to scroll and highlight Handsfree listen.
2. Tap the Select soft key.
3. To increase or decrease the volume, choose one of the following:
or
—Tap the Up or Down soft keys. —Press the Up/Down navigation keys.
4. Choose one of the following: —Tap the Select soft key to save the
or
—Tap the Cancel soft key to keep
To adjust the Headset listen volume
1. Press the Up/Down navigation keys to scroll and highlight Headset listen.
2. Tap the Select soft key.
changes and return to the
Telephone Options menu.
existing settings.
41
Configure services on the IP Phone 2007
3. To increase or decrease the volume, choose one of the following:
or
4. Choose one of the following:
or
To adjust the Buzzer volume
1. Press the Up/Down navigation keys to
2. Tap the Select soft key.
—Tap the Up or Down soft keys. —Press the Up/Down navigation keys.
—Tap the Select soft key to save the
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
scroll and highlight Buzzer.
42
or
The buzzer sounds.
3. To increase or decrease the volume, choose one of the following:
—Tap the Up or Down soft keys. —Press the Up/Down navigation keys.
Configure services on the IP Phone 2007
4. Choose one of the following: —Tap the Select soft key to save the
or
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.

Adjust display screen contrast

There are two ways to adjust the display screen contrast:
Services > Telephone Options menu
Tools menu

Telephone Options menu

To adjust the LCD display screen contrast, tap the Services soft key, select Telephone Options, and select Contrast adjustment from the menu.
To adjust display screen contrast
1. To increase or decrease the display contrast level, choose one of the
or
following: —Tap the Up or Down soft keys. —Press the Up/Down navigation keys.
43
Configure services on the IP Phone 2007
2. Choose one of the following: —Tap the Select soft key to save the
or
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.

Tools menu

The Tools menu method lets you adjust the contrast when the phone is not connected to a call server. See “Use Contrast and Brightness” on page 30 for the procedure.

Select a language

The display is available in multiple languages. The language for parts of the display are locally configured using the Tools menu, while others are configured through the call server.

Telephone Options menu

To choose a language, tap the Services soft key, select Telephone
Options, and select Language… from the menu.
To select a language
1. Press the Up/Down navigation keys to scroll and highlight the desired language (for example, German [Deutsche]).
44
Configure services on the IP Phone 2007
2. Choose one of the following: —Tap the Select soft key to save the
or
desired language and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.

Tools menu

Use the procedure described in “Use Preferences” on page 34 to change the language for the local labels of the graphical user interface.

Select Date/Time format

Several Date/Time formats are available. Formats are based on the 12-hour and 24-hour clocks. To select a date and time format, tap the
Services soft key, select Telephone Options and choose Date/Time…
from the menu.
To select date and time
or
1. Press the Up/Down navigation keys to scroll and highlight the desired format. Sample formats appear on the upper­right side of the display area.
2. Choose one of the following: —Tap the Select soft key to save the
format and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
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Configure services on the IP Phone 2007

Display diagnostics

The Display diagnostics option tests the telephone display screen and indicator lights.To access Display diagnostics, tap the Services soft key, select Telephone Options, and select Display diagnostics from the menu.
To select Display diagnostics
1. Press the Up/Down navigation keys to scroll through the list to view display capabilities.
or
2. Tap the Cancel or Quit soft key to return to the Telephone Options menu.

Choose Local DialPad Tone

The Local DialPad Tone option produces Dual-Tone Multi-Frequency (DTMF) sounds, a single tone, or no sound when you press a key on the dialpad. To choose a Local DialPad Tone, tap the Services soft key, select Telephone Options, and select Local DialPad Tone from the menu.
To choose a Local DialPad Tone
1. Press the Up/Down navigation keys to scroll and highlight one of the following dialpad tones:
None to disable all tones. — Short Click to enable a single tone
for all keys.
DTMF to turn on a separate DTMF
tone for each key.
46
Configure services on the IP Phone 2007
2. Choose one of the following: —Tap the Select soft key to save the
or
tone selection and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.

View telephone information

The Set Info option displays the following:
General Information
Set IP Information
Ethernet Information
Server Information To view telephone information, tap the Services soft key, select
Telephone Options, and select Set Info from the menu.
To view telephone information
1. Press the Up/Down navigation keys to scroll through the list to view telephone information.
2. Tap the Cancel soft key to return to the
Telephone Options menu.

Diagnostics

Choosing the diagnostics option in the Telephone Options menu presents the user with a screen that indicates the option is unsupported. The OK soft key is presented.
47
Configure services on the IP Phone 2007

Configure call log options

Use the Call Log option to configure the following preferences:
Incoming Calls — Log Mode — New Call Indication
Preferred Name Match
Area code setup

Configure the Callers List log

You can configure the Callers List to log all incoming calls or only unanswered calls. The default setting is “Log all calls”. To log only unanswered calls, tap the Services soft key, select Telephone Options, and select Call Log Options from the menu.
To log only unanswered calls
48
1. Press the Up/Down navigation keys to scroll and highlight the Incoming Calls option.
2. Tap the Select soft key.
3. Press the Up/Down navigation keys to scroll and highlight the Log Mode option.
4. Tap the Select soft key.
or
To log all calls
Configure services on the IP Phone 2007
5. Press the Up/Down navigation keys to scroll and highlight Log unanswered
calls.
6. Choose one of the following: —Tap the Select soft key to save the
setting.
—Tap the Cancel soft key to keep
existing settings.
1. Press the Up/Down navigation keys to scroll and highlight the Incoming Calls option.
2. Tap the Select soft key.
3. Press the Up/Down navigation keys to scroll and highlight the Log Mode option.
4. Tap the Select soft key.
5. Press the Up/Down navigation keys to scroll and highlight Log All Calls.
49
Configure services on the IP Phone 2007
6. Choose one of the following:
or
—Tap the Select soft key to save the
setting.
—Tap the Cancel soft key to keep
existing settings.

Configure New Call indication

You can configure the IP Phone 2007 to display a message to indicate a new incoming call was received. The default setting is “ON.” To configure New Call indication, tap the Services soft key, select Telephone
Options, and select Call Log Option from the menu.
To configure New Call indication
1. Tap the Select soft key to select
Incoming Calls.
50
2. Press the Up/Down navigation keys to scroll and highlight New Call Indication.
3. Tap the Select soft key.
4. Press the Up/Down navigation keys to scroll and highlight one of the following:
New call indication:OnNew call indication:Off
Configure services on the IP Phone 2007
5. Choose one of the following: —Tap the Select soft key to save the
or
setting.
—Tap the Cancel soft key to keep
existing settings.

Configure Preferred Name Match

You can configure the IP Phone 2007 to display the name of the caller as defined in your Personal Directory. The default setting is “OFF.” To configure Preferred Name Match, tap the Services soft key, select
Telephone Options, and select Call Log Option from the menu.
To configure Preferred Name Match
1. Press the Up/Down navigation keys to scroll and highlight Preferred Name
Match.
or
2. Tap the Select soft key.
3. Press the Up/Down navigation keys to scroll and highlight one of the following:
Pref Name Match: OnPref Name Match: Off
4. Choose one of the following: —Tap the Select soft key to save the
setting.
—Tap the Cancel soft key to keep
existing settings.
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Configure services on the IP Phone 2007

Configure Area Codes

The Area Code Setup menu enables a user to save up to three area codes. When an incoming call arrives with an area code that matches one of the three stored area codes, the incoming call number is reordered to display the telephone number followed by the area code (as opposed to the area code followed by the telephone number).
This reordering is also performed when a user scrolls through their Callers List.
To configure an area code, tap the Services soft key, select Telephone
Options, and select Call Log Option from the menu.
To configure default area codes (three maximum)
1. Press the Up/Down navigation keys to scroll and highlight Area Code Setup.
2. Tap the Select soft key.
52
3. Press the Up/Down navigation keys to scroll and highlight one of the following:
1st Code:2nd Code:3rd Code:
4. Tap the Select soft key.
5. Use the dialpad to enter the new area code at the prompt.
or
To edit area code display
Configure services on the IP Phone 2007
6. Choose one of the following: —Tap the Select soft key to save the
setting.
—Tap the Cancel soft key to keep the
existing settings.
1. Press the Up/Down navigation keys to scroll and highlight Area Code Setup.
2. Tap the Select soft key.
3. Press the Up/Down navigation keys to scroll and highlight one of the following:
1st Code:2nd Code:3rd Code:
4. Tap the Select soft key.
5. Use the Clear soft key to clear the area code.
6. Use the dialpad to enter the new area code, using the Delete soft key to remove errors.
53
Configure services on the IP Phone 2007
7. Choose one of the following: —Tap the Select soft key to save the
or
setting.
—Tap the Cancel soft key to keep
existing settings.

Choose Ring type

The Ring type option sets the telephone ring tone. To choose a ring type, tap the Services soft key, select Telephone Options, and select Ring
type… from the menu.
To select a Ring type
1. Press the Up/Down navigation keys to scroll and highlight one of the ring types.
54
2. Tap the Play soft key to hear the ring tone.
3. Tap the Stop soft key to stop the tone.
4. Choose one of the following: —Tap the Select soft key to save the
ring type and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
Configure services on the IP Phone 2007

Enable Call Timer

The Call Timer measures the length of each call. To enable Call Timer, tap the Services soft key, select Telephone Options, and select Call
Timer from the menu.
To enable Call Timer
1. Press the Up/Down navigation keys to scroll and highlight either:
Call timer: OffCall timer: On
2. Choose one of the following: —Tap the Select soft key to save the
or
setting and return to the Telephone
Options menu.
—Tap the Cancel soft key to keep
existing settings.

Enable OnHook Default Path

The OnHook Default Path option allows you to use a headset or the Handsfree feature to operate your IP Phone wh ile it is o n-hook.To enable OnHook Default Path, tap the Services soft key, select
Telephone Options, and select OnHook Default Path from the menu.
To enable OnHook Default Path
1. Select one of the following: — Handsfree enabledHeadset enabled
55
Configure services on the IP Phone 2007
2. Choose one of the following:
or
—Tap the Select soft key to save your
choice.
—Tap the Cancel soft key to keep
existing settings.

Change feature soft key labels

The Change FeatureKey label option renames the label displayed next to each feature soft key or restores the default labels to the soft keys (collectively or individually). To rename feature soft key labels, tap the
Services soft key, select Telephone Options, and select Change FeatureKey labels from the menu.
Note: If a feature soft key is configured as an autodial soft key, the label does not change if the AutoDial soft key configuration changes.
To change a label
1. Tap the Select soft key.
56
2. Use the Up/Down navigation keys to scroll to highlight Change FeatureKey label.
3. Tap the Select soft key.
4. Tap the feature soft key to be changed.
Note:
If you tap a prime DN soft key, an
error message displays.
Configure services on the IP Phone 2007
5. Enter the new information for the feature soft key label. For information about entering text, refer to “Enter text using the telephone dialpad” on page 23.
Note: Press the key until the desired character is displayed, then wait until the cursor moves before entering the next character.
Use the More.. soft key and the CASE or
case soft keys to toggle between
uppercase and lowercase.
6. To enter special characters, press the
Up or Down navigation key to display
several sets of special characters. Note: When choosing the special
characters, use the navigation keys to move right or left, until the cursor is immediately before the desired character.
or
7. Choose one of the following: —Tap the Select soft key to save the
changes and return to the
Telephone Options menu.
—Tap the Cancel soft key to keep
existing settings.
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Configure services on the IP Phone 2007
Restore all the default labels
To restore all feature soft key labels, tap the Services soft key, select
Telephone Options, and select Change FeatureKey labels from the
menu.
1. Tap the Select soft key.
2. Use the Up/Down navigation keys to scroll and highlight Restore all key labels.
3. Choose one of the following:
or
—Tap Yes to change all feature soft
keys to default values.
Note: When labels are changed to default values, you cannot undo the change. The label settings must be re-entered.
—Tap No to exit without changing the
soft keys.
Restore one default label
To restore one feature soft key label, tap the Services soft key, select
Telephone Options, and select Change FeatureKey labels from the
menu.
1. Tap the Select soft key.
58
or
Configure services on the IP Phone 2007
2. Use the Up/Down navigation keys to scroll and highlight
Restore one key label.
3. Tap the Select soft key.
4. Tap the feature soft key.
5. Choose one of the following: —Tap Yes to change the feature soft
keys to default values.
Note: When a label is changed to default values, you cannot undo the change. The label setting must be re-entered.
—Tap No to exit without changing the
soft key.

Configure Name Display format

You can configure the IP Phone 2007 to display the name of the incoming calling party in the following formats:
first name, last name
last name, first name To configure Name Display format, tap the Services soft key, and select
Telephone Options.
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Configure services on the IP Phone 2007
To configure Name Display format
1. Press the Up/Down navigation keys to scroll and highlight Name Display
format.
2. Tap the Select soft key.
3. Press the Up/Down navigation keys to scroll and highlight one of the following:
last name, first namefirst name, last name
4. Choose one of the following: —Tap the Select soft key to save the
or
setting.
60
—Tap the Cancel soft key to keep
existing settings.

Make a call

Make a call
This section describes features associated with making a call. There are several ways to make a call from an IP Phone 2007.

Use Off-hook dialing

1. Lift the handset.
2. Dial the number.
3. To terminate the call, choose one of the following:
— Replace the handset into the cradle.

Use On-hook dialing

1. Leave the handset in the cradle.
2. Tap the line (DN) soft key.
3. Dial the number when the dial tone
— Press the Goodbye key.
sounds.
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Make a call
4. When the called party answers, lift the handset.
5. To terminate the call, choose one of the following:
— Replace the handset into the cradle. — Press the Goodbye key.

Use Handsfree dialing

Use Handsfree dialing to use a built-in microphone and speaker, or a headset, instead of the handset. While on an active call, you can switch between Handset and Handsfree mode .
1. Press the Handsfree key.
2. If a headset is connected, press the
3. Dial the number.
To discontinue a handsfree call
62
Headset key.
Press the Goodbye key.
To mute a handsfree call
1. Press the Mute key. The LED indicator flashes.
2. Press the Mute key again to return to a two-way handsfree conversation.
To switch from Handsfree mode to Handset mode
Lift the handset.
To switch from Handset mode to Handsfree mode
1. Press the Handsfree key.
Make a call
To use a headset
2. Replace the handset.
1. Connect the headset to the headset jack or the handset jack.
2. Press the Headset key.
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Make a call
To switch from Handsfree mode to Headset mode
Press the Headset key.

Use the Directory applications

You can make calls using various Directory applications available on your IP Phone 2007. The applications include:
Corporate Directory
Personal Directory
Callers List
Redial List

Make a call using Corporate Directory

The Corporate Directory feature provides an alphabetical list of entries using last names. You can search by name, view additional information on each entry, and dial Corporate Directory numbers. To use Corporate Directory, tap the Directory soft key and select Corporate Directory.
To search for a specific number
1. When prompted, use the dialpad to enter
2. Tap the Search soft key to find the
64
the desired name in the last name, first name format.
desired name. A list of all the matches displays.
Make a call
3. Press the Up/Down navigation keys to scroll and highlight a name in the Corporate Directory.
4. Choose one of the following: —Tap the Dial soft key to dial the
resulting number.
— If there is no match to the search
query, start a new search or change the information in the initial search.
—Tap the Cancel soft key to exit
without dialing.
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Make a call

Make a call using Personal Directory

The Personal Directory feature allows you to store a maximum of 100 entries consisting of names and numbers. To use Personal Directory, tap the Directory soft key and select Personal Directory. For more information on how to configure and use Personal Directory, refer to “Personal Directory” on page 115.
To use the Personal Directory
1. Press the Up/Down navigation keys to scroll and highlight a name in the
Personal Directory.
2. Choose one of the following:
or
—Tap the Dial soft key to dial the
resulting number.
—Tap the Cancel soft key to exit
without dialing.

Make a call using Callers List

The Callers List feature automatically stores up to a maximum of 100 callers. After 100 callers are stored, each additional caller overwrites the oldest entry. To use Callers List, tap the Directory soft key and select
Callers List. For information on how to configure and use Callers List,
refer to “Callers List” on page 118.
To use the Callers List
1. Press the Up/Down navigation keys to scroll and highlight a name in the
Callers List.
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Make a call
2. Choose one of the following: —Tap the Dial soft key to dial the
or
resulting number.
—Tap the Cancel soft key to exit
without dialing.

Make a call using Redial List

The Redial List feature automatically stores a maximum of 20 previously dialed telephone numbers. To use Redial List, tap the Directory soft key and select Redial List. For information on how to configure and use Redial List, refer to “Redial List” on page 119.
To use the Redial List
1. Press the Up/Down navigation keys to scroll and highlight a name in the Redial
List.
or
2. Choose one of the following: —Tap the Dial soft key to dial the
resulting number.
—Tap the Cancel soft key to exit
without dialing.
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Make a call

Use Predial

Use the Predial feature to enter, preview, and edit numbers before dialing.
To use Predial
1. Without selecting the line soft key, enter the number to be dialed.
2. Tap a line soft key to dial the number.
3. Lift the Handset when the called party answers or, if in Handsfree mode, begin to speak.
To edit a Predial number
or
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1. Use the dialpad to enter the number.
2. Choose one of the following: — To erase all numbers, tap the Clear
soft key. Re-enter the numbers to be dialed.
— To change numbers one at a time,
tap the Delete soft key to backspace. Re-enter the number.
Make a call
3. Tap a line soft key to dial the number.

Use AutoDial

Use the AutoDial feature to display, store, and automatically dial telephone numbers.
To store an AutoDial number
1. Without lifting the handset, tap the appropriate AutoDial soft key.
Note: The display screen displays the word “Autodial” next to the appropriate soft key.
2. Using the dialpad, dial the telephone number (including access code) to be stored on the selected AutoDial soft key.
3. Tap the AutoDial soft key a second time to store the number on the selected soft key.
Note: Once a number has been stored, the word “Autodial” disappears, and th e stored number displays.
4. Assign a label to the soft key. Note: After the label is assigned, the
number disappears and only the label appears on the screen next to the soft key.
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Make a call
To display an AutoDial number
1. Tap the Display soft key.Telephone
2. Tap an AutoDial soft key in the upper
To use AutoDial
1. Lift the handset.
2. Tap an AutoDial soft key in the upper
Options
display area to display the number associated with that soft key.
display area to dial the number associated with that soft key.

Activate Ring Again

Use the Ring Again feature if you receive a busy tone, or if there is no answer. Your IP Phone rings when the person you called becomes available. Ring Again automatically redials the number.
To activate Ring Again
1. Dial a number and receive a busy tone or no answer.
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2. Choose one of the following: —Tap the Ring Again soft key. — Enter the Ring Again Activate FFC.
To call a Ring Again party when you receive notification
1. After receiving the notification ring, lift the handset, or if you are using the headset, go to Step 2.
2. Tap the Ring Again soft key to automatically dial the number.
To deactivate Ring Again before notification
Make a call
Choose one of the following:
—Tap the Ring Again soft key a
second time.
— Enter the Ring Again Deactivate
FFC.
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Make a call

Redial the last number called

Use the Last Number Redial feature to automatically redial the last dialed number.
To use Last Number Redial
Choose one of the following:
1. To redial using the handset: a. Lift the handset. b. Tap the line (DN) soft key.
2. To redial without lifting the handset, tap the line (DN) soft key twice (the last number dialed is automatically redialed).

Use Speed Call

Use the Speed Call feature to place internal and external calls by dialing a one-, two-, or three-digit code to store, edit, and automatically dial frequently called telephone numbers.
To store a Speed Call number
1. Tap the Speed Call Controller soft key. The triangular icon flashes, indicating programming mode.
2. At the prompt: — Enter a one-, two-, or three-digit
code (0-999).
— If required, dial the access code.
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3. Tap the Speed Call Controller soft key again to save the code and number. The flashing icon turns off.
To make a Speed Call
1. Lift the handset.
2. Tap the Speed Call Controller soft key.
3. Dial the Speed Call code to automatically dial the number.

Make a System Speed Call

Make a call
Use the System Speed Call feature to dial Speed Call co des that override dialing restrictions placed on your telephone.
To make a System Speed Call
1. Lift the handset.
2. Choose one of the following:
or
—Tap the System Speed Call
(SScUsr) soft key.
—Tap the System Speed Call
Controller (SScCtl) soft key.
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Make a call
3. Dial the Speed Call code to automatically dial the number.

Make a call using Hot Line

Use the Hot Line feature to automatically dial a specific number.
To use Hot Line
Tap the Hot Line soft key to automatically dial the number.

Make an Intercom call

Use the Intercom feature to call a member of your intercom group by tapping the code assigned to each member.
To make an Intercom call
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1. Lift the handset.
2. Tap the Intercom soft key.
3. Dial the one- or two-digit code for the desired intercom group member.
Make a call
To answer an Intercom call while on a line other than your Intercom group line
1. Choose one of the following keys: —Press the Hold ke y to put the current
call on hold.
— Press the Goodbye key to end the
call.
2. Tap the Intercom soft key and begin to speak.
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Answer a call

Answer a call
Each incoming call causes the telephone to ring, the line/DN soft key to flash and show a , and the Message Indicator lamp to flash.
To answer a call
Choose one of the following:
•Lift the handset.
Press the Handsfree button located on the left side of the handset.
Tap the line (DN) soft key beside the LCD indicator as it flashes.
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Press the Headset key if a headset is connected to your telephone.

While on an active call

While on an active call
This section describes features available durin g an act ive call.

Place a call on hold

Use the Hold feature when talking on one line and another call arrive s on a second line. Retain the original call by putting it on hold, and then answer the second call.
To place a call on hold
Press the Hold key. The LCD indicator flashes beside the line on hold.
Note: If Automatic Hold is enabled, the active call is automatically put on hold when you answer the second call.
To retrieve a call on hold
Tap the flashing line (DN) soft key.

Transfer a call

Use the Transfer feature to redirect a call to the appropriate pers on .
To use the Transfer feature to direct a call to a third party
1. Tap the Transfer soft key. The other party is put on hold and a dial tone sounds. The LCD indicator light flashes steadily.
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While on an active call
2. Dial the DN number to which the call is to be transferred, or use Personal
Directory, Redial List, or Callers List
to select a number to dial.
3. When that number rings or a person answers, tap the Transfer soft key to connect the calling party.
To return to the original call if the transfer is incomplete
If the person called is not available, tap the line (DN) soft key (next to the LCD indicator) to reconnect to the original call.

Use Timed Reminder Recall

Use the Timed Reminder Recall feature to receive a reminder tone when a transferred call is not answered.
To use Timed Reminder Recall
1. Tap the Transfer soft key. The call is put on hold.
2. Dial the number to which the call is being transferred.
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While on an active call
3. Choose one of the following to start the call timer:
—Tap the Transfer soft key. — Replace the handset before the
extension answers.
Note: If the transfer is complete, the recall timer stops.
If the transferred call is not answered, your telephone rings
1. Lift the handset to reconnect to the original caller.
2. Choose one of the following: —Tap the Transfer soft key and
repeat the transfer.
— If the transfer is picked up while you
are on the line, press the Goodbye key to complete the transfer.
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While on an active call

Use Attendant Recall

Use the Attendant Recall feature to contact an attendant during a call and to connect the call to the attendant.
To contact the attendant while on a call
1. Tap the Attendant Recall soft key and stay on the line until the attendant answers.
2. Press the Goodbye key. The caller remains connected to the attendant.

Use Call Park

Use the Call Park feature to hold temporarily (park) and retrieve a call from any telephone. Using Call Park does not tie up a line. When configured network-wide, Call Park can be used across networks. A System Park Extension can be set to automatically park most calls.
To park a call on the System Park DN or your own DN
During an active call, tap the Park soft
key twice.
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Note: By default, the call is parked on your DN, unless a System Park is enabled to automatically park calls on the system.
While on an active call
To park a call on a DN other than the System Park DN or your own DN
1. Tap the Park soft key.
2. Dial the DN where you want to park the call.
3. Tap the Park soft key.
To park a call using the SPRE code or FFC
1. Choose one of the following:
or
or
—Tap the Transfer soft key. —Tap the Conference soft key.
2. Dial the Call Park FFC.
3. To use an alternate DN from the System Park DN or your own DN, dial the DN where you want to park the call. Otherwise, proceed to Step 4.
4. Choose one of the following: —Tap the Transfer soft key. —Tap the Conference soft key.
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While on an active call
To retrieve a parked call
1. Lift the handset.
2. Tap the Park soft key.
3. Dial the DN where you parked the call. Note: If a parked call is not retrieved
within a specified period of time, it rings back to your telephone or to the attendant.

Record a Calling Party Number

Use the Calling Party Number feature to record a caller’s number, or to charge a call to an account number, during an established call.
To record a caller’s number for accounting purposes
1. Tap the Call Party soft key. The caller is placed on hold.
2. Dial a charge account number or the caller’s number.
Note: For information on using the Charge soft key, see “Charge a call or charge a forced call” on page 104.
3. Tap the Call Party soft key to return to the call.
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While on an active call

Display incoming calls

Use the Display feature to display a second incoming caller’s number and name (if available) during an active call, without interfering with the call in progress.
To view the information on an incoming call while on a call in progress
1. Tap the Display soft key.
2. Tap the flashing line (DN) soft key. The call waiting information displays.
Note: When used with other feature soft keys, the Display soft key displays information associated with those feature soft keys.

Trace a Malicious call

Use the Malicious Call Trace feature to trace nuisance calls within your system.
Note: This is not a default feature. Contact your system administrator to configure this feature on your telephone.
To use Call Trace while on a call
Tap the Call Trace soft key.
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While on an active call
To use Call Trace without a Call Trace soft key
1. Choose one of the following:
or
—Tap the Transfer soft key. —Tap the Conference soft key.
2. Dial the SPRE code followed by 83 or dial the Call Trace FFC to automatically reconnect.
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Incoming calls

Incoming calls
This section describes features used with incoming calls.

Activate Automatic Answerback

When the Automatic Answerback feature is active, your set automatically answers in Handsfree mode after one ring; however, calls are not forwarded to the voice message service.
To activate Automatic Answerback
Tap the Automatic Answerback soft key.
To deactivate Automatic Answerback
Tap the Automatic Answerback soft key again.

Activate Call Pickup

Use the Call Pickup feature to pick up calls from any telephone in the same pickup group or another pickup group.
To answer a call in your own call pickup group
1. Lift the handset.
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Incoming calls
2. Choose one of the following: —Tap the Pickup soft key. — Enter the Pickup Ringing Number
FFC.
To answer an incoming call in another call pickup group
1. Lift the handset.
2. Tap the Group Pickup soft key or enter the Pickup Group FFC.
3. Dial the pickup group number of the ringing telephone.
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Incoming calls
To answer a call at a specific extension in any pickup group
1. Lift the handset.
2. Choose one of the following: —Tap the DN Pickup soft key. — Enter the Pickup Directory Number
FFC.
3. Dial the DN of the telephone that is ringing (in your call pickup group). If the pickup DN or group number is invalid (an overflow burst tone sounds and the screen displays Goodbye and try again), press the Goodbye key.

Use Call Waiting

The Call Waiting feature alerts you to an incoming call by producing a tone. It also puts the current call on hold while you answer the new call.
To answer an incoming call while on another call
1. When the incoming call tone sounds, press the Hold key to put a current call
(Hold)
on hold. Note: If Automatic Hold is enabled, it is
not necessary to press the Hold key .
2. Tap the Call Waiting soft key.
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Incoming calls
To return to the first telephone call
1. Choose one of the following: — Press the Hold key to put the
second call on hold.
— Press the Goodbye key to end the
second call.
2. Tap the line (DN) soft key associated with the first call.
If you do not have a Call Waiting soft key
1. Press the Goodbye key to end the current call.
2. Tap the flashing fine (DN) soft key to answer the incoming call.
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While away from your desk

While away from your desk
This section describes features to use when you are away from your desk.

Use Call Forward

Use the Call Forward feature to direct incoming calls to ring on another line (DN). If the telephone is in the process of ringing, the call cannot be forwarded.
To forward your calls or change the forward number
1. Choose one of the following: —Tap the Forward soft key. — Lift the handset and enter the Call
Forward All Calls Activate FFC.
To deactivate Call Forward
2. Dial the DN where you want to forward your calls.
3. Tap the Forward soft key.
Choose one of the following:
•Tap the Forward soft key.
Lift the handset and enter the Call Forward All Calls Deactivate FFC.
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While away from your desk
To reinstate Call Forward to the same number
Tap the Forward soft key twice.

Use Internal Call Forward

Use Internal Call Forward to accept only calls originating at internal DNs to ring at another DN. Calls originating outside your telephone system still ring at your telephone. Current incoming calls cannot be forwarded.
To forward internal calls
1. Choose one of the following: —Tap the Internal Call Forward soft
key.
— Lift the handset and enter the
Internal Call Forward Activate FFC.
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2. Dial the DN to which your internal calls will be forwarded.
3. Tap the Internal Call Forward soft key.
While away from your desk
To deactivate Internal Call Forward
Choose one of the following: —Tap the Internal Call Forward soft
key.
— Lift the handset and enter the
Internal Call Forward Deactivate FFC.
To reinstate Call Forward to the same number
Tap the Internal Call Forward soft key twice.

Use Remote Call Forward

Use the Remote Call Forward feature to forward calls (from any telephone other than your own) to any telephone.
To activate Remote Call Forward
1. Lift the handset.
2. If calling from a telephone outside the system, dial your direct system access number and wait for dial tone.
3. Dial the Remote Call Forward Activate FFC to activate the feature.
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While away from your desk
4. Dial your Station Control Password. A dial tone sounds.
5. Choose one of the following: — Dial your DN. — To forward calls to the previous call
forward telephone number, press the # key. (Do not perform steps 6 and 7.)
6. Dial the number to which calls are being forwarded. If calls are forwarded to an invalid number, a fast busy signal sounds.
7. Press the # key.
To deactivate Remote Call Forward
1. Lift the handset.
2. If calling from a telephone outside the system, dial the direct system access number and wait for the dial tone.
3. Dial the Remote Call Forward Deactivate FFC.
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While away from your desk
4. Dial your Station Control Password.
5. After hearing the dial tone, dial your DN.
6. Press the # key.

Secure your telephone

Use the Electronic Lock feature to prevent others from making calls from your telephone. The Electronic Lock feature is controlled using your Station Control Password (SCPW). To change your Station Control Password, refer to “Security features” on page 19.
To lock your telephone
1. Lift the handset.
2. Dial the Electronic Lock Activate FFC.
3. Dial your Station Control Password.
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While away from your desk
To unlock your telephone
4. Choose one of the following: — If dialing locally, press the Goodbye
key.
— If dialing the FCC remotely, dial your
DN.
1. Lift the handset.
2. Dial the Electronic Lock Deactivate FFC.
3. Dial your Station Control Password.
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4. Choose one of the following: — If dialing locally, press the Goodbye
key.
— If dialing the FCC remotely, dial your
DN.

Talk with more than one person

Talk with more than one person
This section describes features that enabl e co nver sations between more than two people.

Use the Call Join feature

Use the Call Join feature to connect a call to a current active call. This creates a conference between the two callers and yourself.
To connect a call on hold (on a different line) to your current call
1. Tap the Conference soft key.
2. Tap the line soft key that has the number of the caller you want to connect to your current call.
3. Tap the Conference soft key to add the person on hold to your conversation.
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Talk with more than one person

Set up a Conference call

Use the Conference feature to set up a conference call for three or six people including yourself. The number of people the conference feature supports depends on your telephone configuration.
To set up a conference call
1. While on a call, tap the Conference soft key to place the party on hold. You receive dial tone.
2. Dial the number of the person you want to add to the conference call. You can talk privately to the person you are adding at this time.
Note: If you tap the Directory soft key, you can also use Corporate Directory or Personal Directory, Redial List, and
Callers List to find and dial the number
of the person you want to add to the conference call.
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3. Tap the Conference soft key a second time to conference all parties together.
Talk with more than one person
If the person you attempt to add to the conference is una vailable
1. Press the Goodbye key.
2. Tap the line (DN) soft key with the flashing status icon to return to your original call
.

Use the Conferee Selectable Display and Disconnect feature

Use the Conferee Selectable Display feature to list active conferees and disconnect a conferee from the conference call.
To view active conferees
1. While on a conference call, tap the
Conferee Selectable Display soft key
to turn on the LCD indicator. Each tap changes the screen to show a different active conferee.
Note: This action has no effect on the display of other telephones involved in the conference.
2. Press the Goodbye key. If configured, the Conference Count Display returns an updated total count of conferees. The LCD indicator turns off.
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Talk with more than one person
To disconnect a conferee
1. While on a conference call, tap the
2. Tap the DN soft key on which the
3. Choose one of the following:
Conferee Selectable Display soft key
until the conferee you want to disconnect appears on the screen.
conference call is established.
— For a single conferee, press the
Goodbye key. If configured, the
Conference Count Display returns an updated total count of conferees. The LCD indicator turns off.
— For multiple conferees, repeat steps
1 and 2 until all conferees are disconnected. Then press the
Goodbye key.

Use Group Call

Use the Group Call feature to automatically call members of a predefined group, one at a time, until they all answer.
To call group members
1. Lift the handset.
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Talk with more than one person
2. Tap the Group Call soft key or enter the Group Call FFC.
— The feature automatically calls all
group members. The icon flashes until all members answer.
— The telephone numbers of the group
members appear on the display as they answer. When the last person answers, the Group Call indicator lights steadily.
— When parties in your group are on a
conference call or another group call, they are not connected to your group call.
— After everyone in the group has
answered, only the person who made the group call can put the call on hold.
To answer a group call
1. Lift the handset. Note the following about notification tones:
— If you are on a call and receive three
ten-second tones, a group call is on your current extension.
— If you are on a call on another line
when a group call is made, you receive a long tone through the handset or speaker.
— If you are already on a conference
call or another group call, you do not receive notification of a group call.
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Talk with more than one person
To end a group call
Press the Goodbye key. Note: When the person who made the
group call disconnects, the call terminates for all members of the group. However, the members of the group call can disconnect from the call without affecting other members on the call.
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