Callware Technologies, Inc. provides this document “as is” with no
representations or warranties, either explicit or implied, includi ng but
not limited to the implied warranties of merchantability, title, or fitness
for a particular purpose.
Callware Technologies, Inc. reserves the right to make changes in
product software, hardware, or documentation at any time, with no
obligation to inform any persons or entities of such changes.
Every attempt has been made to ensure the accuracy of this document.
However, Callware T echnologies, Inc. assumes no responsibility for any
losses, whether electronic, financial, or other, that might accrue from
inadvertent inaccuracies that the software or documentation might
contain.
Some states or jurisdictions do not allow disc laim er of explicit or
implicit warranties in certain situations. Therefore, this statement might
not apply to you.
The contents of this document may not be duplicated by any means,
whether electronic, graphic, or mechanical, including, but not limited
to, photocopying, recording, taping, or information recording and
retrieval systems, for any purpose but the original purchaser's personal
use, without prior written permission of Callware Technologies, Inc.
Trademark Information
Callegra, CallegraINBOX for Microsoft Outlook, CallegraFAX,
CallegraREPORTER, CallegraTTS (T ext To Speech) CallegraVOICE
(voice recognition), Callegra .UC, Callegra .UM, CallegraWEB, and
Solo VoiceMail are trademarks or registered trademarks of Callware
Technologies, Inc.
Welcome to your Callegra .UC Unified Communications sy stem .
As a mailbox owner, you can use unified communication features from
the telephone, from a desktop client — CallegraINBOX for Outlook—
or Internet client—CallegraWEB.
This booklet guides you th rou gh you r sys t em’s telephone interface,
helping you set up and use the voice messaging system in an easy,
straightforward manner.
It also pr ovides setup instruction s f or i n s t a ll ing desktop c lient softwa r e .
See “Install Desktop Clients” on page 21. For more information about
using these desktop clients, see the online help available after
installation.
Your Personal System
Your administrator has set up a individualized system for your
company. This setup, along with the capabilities of your telephone
system, affect the way you use the Callegra .UC system. The voice
prompts you hear and the features available to you from the telephone
interface depend on the prompts and features that are enabled or
disabled for your mailbox.
Some prompts and features are not available b y default. Some examples
of these include: fax, notification, speed dial, wakeup call, urgent
message option, caller message editing, distribution list control, call
routing, and message broadcast.
Ask your administrator to enable a prompt or feature if needed. If you
are a Callegra .UC Power User, you can enable some of these features
within CallegraINBOX for Outlook or CallegraWEB.
1
Access
Mailboxes
You can access your mailbox from outside or inside your company. See
your administrator for the number and specific company instructions.
The first time you access your mailbox, a tutorial he lps you recor d yo ur
mailbox name and greeting. It also guides you through entering a
persona l passcode.The default passcode is 1234.
Your voicemail access number: ____________
Access Mailbox from an Outside Line
Access Mailbox from Main Number:
1. Dial the company
number.
Access Mailbox from Direct Line:
1. Dial your direct line telephone
number.
2. Press # when
the company
greeting plays.
2. Press * when
your mailbox
greeting plays.
3. Enter your
mailbox number
and passcode.
3. Enter your
passcode.
2
Access Mailbox from an Inside Line
1. Dial the
voicemail access
number.
2. Enter your
mailbox
number if
prompted.
3. Enter your
passcode.
Leave Message without Ringing Extension
1. Dia1 the
company
number.
2. At the main greeting,
enter the mailbox
number, immediately
followed by the * key.
3
Play Voice
Messages
When you access your mailbox, you hear the number of new voice/fax
messages you have receive d, followed by the num ber of saved vo ice/fax
messages.
When you return to the Main menu, you might hear a “chime” tone. If
you hear this, there is a new message or new messages in your mailbox.
Play Messages
To play a message:
1. From the Main menu, press 7 to access the Vo ice M essages menu.
2. Press 7 to play new messages or press 8 to play saved messages.
Save Messages
To save a message:
1. From the Main menu, press 7 to access the Vo ice M essages menu.
2. Press 7 to play a new message.
3. Press 5 to keep the message.
4
Record and
Send
Messages
You can make new messages for other mailbox owners, entire
distribution lists, or even outside telephone numbers. See“Use
Distribution Lists” on page 18 for more information.
Make a Message
To make a new message:
1. From the Main menu, press 6 to make a new message.
2. If prompted, select 1 to enter an internal mailbox extension number
or select 2 to enter an external call.
3. Enter a mailbox extension number, the external phone number, or
press * to enter a distributi on list number.
Use Message Delivery Options
After recording a new message, replying to a message, or forwarding a
message, choose fro m the following messa ge delivery options:
• Press 9 to deliver the message.
• Press 7 to play the message.
• Press 3 to discard and rerecord your message.
• Press 5 to deliver to another mailbox (not available when replying
to a message).
• Press 2 to add a comment to the existing message.
• Press 6 to access message addressing options.
• Press 4 to cancel the destination mailbox number (not available
when replying to a message).
• Press 1 to cancel making a message.
5
Forward
Messages
You can forward any non-confidential message in your mailbox to
another mailbox or distrib ut ion lis t .
You can add comments to the original message if desired. When
someone plays your forwarded message, your added comments are
played first, followed by the original message.
Forward a Message
To forward a message:
1. From the Main menu, press 7 to play the message.
2. Press 2 to forward or reply to a message.
3. Press 1 to forward the message.
4. Enter the mailbox number to forward the message or press * and
distribution list number to forward the message to all members of the
distribution list.
5. (optional) Press 2 to record your additional comm ents and press #
when you are finished recording.
6. Press 9 to forward the message.
A copy of the current message with r ecorded commen ts is forwarded
to the specified mailbox or distributio n lis t members’ boxes.
6
Reply to
Messages
The reply feature allows you to answer a message to the sender without
addressing it. You can reply to messages sent fr om mailbox es within the
Callegra .UC system, but not to messages left from outside callers.
Reply to or Answer a Message
To reply to or answer a message:
1. From the Main menu, press 7 to play the message.
2. Press 2 to forward or reply to a message.
3. Press 2 to answer the message.
4. Record your reply and press # when finished.
5. Press 9 to deliver the message.
Your reply is delivered to the original sender’s mailbox.
Reply to a Message with a Live Call
If the sender’s number is identified, you can choose to transfer directly
to the sender of the message. To reply to a message with a live call:
1. From the Main menu, press 7 to play the message.
2. Press 2 to forward or reply to a message.
3. Press 3 to transfer to sender of message with a a live call.
4. Wait for the telephone to ring and for someone to answer your call.
7
Set Message
Addressing
Options
You can set the following options for message delivery before you send,
forward, or reply to a message.
NoteThese options are not available for fax addressing.
Set Message Addressing Options
After you record a message, but before you deliver it, you can set
message addressing options. To set the message addressing options:
1. Press 6 for Message Addressing Options.
2. Select one or more of the following:
•Press 1 to request/remove a Return Receipt.
A Return Receipt lets you receive notice when a recipient has
received and played the messag e you have sent. This works only
for internal messages sent from one mailbox to another.
•Press 2 to mark/unmark the message Confidential.
If you mark a message Confidential, it prevents the recipient
from forwarding that m essage to another mailbox or distribution
list.
•Press 3 to mark/unmark for Future Delivery.
If you mark a message for Future Delivery, it lets you send a
message that you want delivered at a later date and time. You
must enter two digits for each Future Delivery month and day.
For example, for July 8th, enter “07” for the month and “08” for
the day. You must enter time settings in 24-hour format. For
example, for 1:30 p.m., when prompted first enter the hour as
“13,” then enter the minutes as “30.”
8
Use Email
Features
You can find out how many email messages you have and listen to new
or saved messages from a telephone. You can also save and delete
emails from the telephone on your IMAP server. Most enterprise email
systems are IMAP compatible.
Find out Number of Email Messages
To find o ut how many existing or new email messages you have, press
4 for the Email Messages menu. CallegraTTS does not account for
emails with large attachments until marked “read” within your email
application.
Listen to Email Messages
To listen to email messages from a telephone:
1. Press 4 for the Email Message s menu.
2. Press 7 to listen to new email messages or press 8 to listen to
saved email messages.
Save and Delete Email Messages
You can save and delete email messages on your IMAP server using the
telephone. To save or delete email messages from a telephone:
1. From the Main menu, press 4 for the Email Messages menu.
2. Press 7 to listen to new email messages or press 8 to listen to
saved email messages.
3. Press 5 to save or press 3 to delete an email message.
9
Use Fax
Features
You can find out if you have a fax, save it, forward it to a mailbox, fax
machine, or email account, or delete it from your mailbox.
You can access faxes from your telephone and computer only if your
company system has CallegraFAX, which is an add-on product
available separately. You can also create and send new faxes from your
desktop client when CallegraFAX Print Driver is installed on your
desktop client machine. To retrieve faxes through your email softwar e ,
check with your administrator.
Retrieve a Fax
To retrieve a fax:
1. From the Main menu, press 3 for the Fax Messages menu.
2. Press 7 to retrieve new faxes or press 8 to retrieve saved faxes.
Forward a Fax to Another Mailbox
You can forward a copy of a fax to another mailbox.
To forward a fax:
1. From the Main menu, press 3 for the Fax Messages menu.
2. Press 7 to retrieve new faxes or press 8 to retrieve saved faxes.
3. Press 2 to forward the fax.
4. Enter the destination mailbox number.
5. Press 9 to deliver the fax or press 1 to cancel.
10
Have a Fax Sent to Fax Machine/Modem
You can have a fax sent to a fax machine or a fax modem. To have fax
sent:
1. From the Main menu, press 3 for the Fax Messages menu.
2. Press 7 to retrieve new faxes or press 8 to retrieve saved faxes.
3. Press 7 to have the fax sent to you .
4. Do one of the following:
•Press 2 to have the fax sent to a fax machine/fax modem and
enter the area code and phone number where you want the fax
delivered.
•Press 1 if you are calling from a fax machine and your fax will
be sent on the “same call” (not recommended).
When you hang up, the fax is sent.
Note
3to delete a fax.
Press
11
Change
Mailbox
Setup
Options
You can use the following options to change your mailbox setup.
NoteDuring the time you are recording your greetings, your mailbox
will not play a greeting for calls coming into your mailbox.
For information about setting up Speed Dial Index numbers, see “Use
Speed Dial Numbers” on page 19.
Change Greetings
To change your greeting:
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 1 for the Change Greeting menu.
4. Press 3 to discard and rerecord the greeting.
5. Press the number of the greeting you want to record and record the
greeting after the tone.
6. Press 7 to play the greeting and enter the greeting number you wish
to play.
Change Passcode
To change your mailbox passcode:
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 2 for the Change Passcode menu to change the passcode.
4. Press 3 to delete and enter a new passcode (1, 2, or 4 digits long).
5. Enter the new passcode again. The new passcode is then played.
12
Change Mailbox Name
To change your mailbox name:
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 3 to change the mailbox name.
4. Press 3 again to discard current name and record a new one.
5. Press 7 to play the mailbox name.
Change Your Extension
To change the extension number:
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 7 for the Edit Extension Number menu.
4. Press 6 to change your extension number.
Assign Call Routing Options
To assign a key to route callers to another voice mailbox:
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 4 for the Call Routing Options menu.
4. Press 2 to change call routing options.
5. Enter a key to assign to a mailbox number.
6. Enter the mailbox number.
While listening to your greeting, callers can transfer to another box by
pressing the key specified for that mailbox.
13
Set up
Wakeup Calls
You can set up wakeup calls to call you at a specific numbers and times.
Wake up calls can function as alarm clocks or appointment reminders.
When you answer a Wakeup call, you hear, “This is your wakeup call.”
Then you must press 2 to deactivate that call.
Activate/Deactivate the Wakeup Call Plan
To activate or deactivate a wakeup call plan:
1. From the Main menu, press 8 for User Options.
2. Press 4 for the Wakeup Call menu.
3. Enter the wakeup call plan number (1 - 4).
NoteContact your administrator if you do not know your wakeup call
plan number.
4. Press 2 to activate or deactivate the call.
•Press 3to edit Wakeup number.
•Press 4to edit Wakeup time.
14
Edit/Play Wakeup Number
1. From the Main menu, press 8 for User Options.
2. Press 4 for the Wakeup Call menu.
3. Enter the wakeup call plan number (1 - 4).
4. Press 3to edit wakeup number.
5. Either change or play wakeup number:
•Press 3 to change wakeup number and enter wakeup number.
•Press 7 to play wakeup number.
Edit/Play Wakeup Time
1. From the Main menu, press 8 for User Options.
2. Press 4 for the Wakeup Call menu.
3. Enter the wakeup call plan number (1 - 4).
4. Press 4 to edit wakeup time.
5. Either change or play wakeup time.
•Press 8 to change the wakeup time and enter wakeup time.
•Press 7 to play wakeup time.
15
Set
Notification
Calls
The Notification feature allows you to:
• Receive notification from your telephone, email, or pager when you
receive new voice/fax messages.
• Have as many as four different notification plans.
• Schedule a specific time period for all notification types
• Identify a specific telephone number where you want the notification
sent (for telephone or pager notifications only.
Activate/Deactivate a Notification Plan
To activate/deactivate a notification plan:
1. From the Main menu, press 8 for User Options.
2. Press 3 for Notification Calls menu.
3. Enter the number of the notification plan you wish to activate or
deactivate.
4. Press 2 to activate or deactivate the notification plan.
16
Change Notification Phone/Pager Number
If your administrator has given you the required rights, you can change
your telephone or pager notification numbers. To change a notification
number:
1. From the Main menu, press 8 for User Options.
2. Press 3 for Notification Calls menu.
3. Enter the number of the notification plan you wish to activate or
deactivate.
4. Press 3 to edit your notification number.
5. Follow the prompts to play or change your notification number.
Reschedule the Notification Time
Each notification plan has a start and end time setting. If your
administrator has given you the required rights, you can change your
notification time setting. To change the notification time:
1. From the Main menu, press 8 for User Options.
2. Press 3 for Notification Calls menu.
3. Enter the number of the notification plan you wish to activate or
deactivate.
4. Press 4 to edit the notification time.
5. Follow the prompts to play or set the notification start and end times.
6. Press 8 to change your notification time.
Receive Notifications
When you answer the phone on a notification attempt, the system
announces that messages are waiting and asks for your pas sco de. If y ou
enter your passcode, all messages waiting at that time are flagged as
“notification successful” and you are not notified of those messages
again. If you do not enter a passcode, the system assumes the
notification was unsuccessful and will continue to notify you.
17
Use
Distribution
Lists
A distribution list is a list of user mailboxes that you can use to send or
forward a message to all of the mailboxes listed in one operation.
You can build as many as 48 distribution lists, each one containing up to
1000 mailboxes on your system. Your administrator can set up public
distribution lists, making a total of 100 possible lis ts to choose from.
Create or Edit Distribution List
To create or edit a distribution list:
1. From the Main menu, press 8 for User Options.
2. Press 2 for the Distribution List menu.
3. Press 2 to add or edit a distribution list.
4. Enter the number (0-47) of the list you want to create or edit and
press #.
5. Press 2 to record the list name while you are editing a list or
Press 6 to add a mailbox to the list.
Listen to a Distribution List Member List
When a distribution list exists, you can listen to the member list from
the telephone. To listen to distribution list mem ber list:
1. From the Main menu, press 8 for User Options.
2. Press 2 for the Distribution List menu.
3. Press 7 to play the names and numbers contained in the list.
18
Use Speed
Dial
You can set up and use as many as 12 speed dial index numbers. This
includes numbers 0-9, *, and #.
Play, Delete, or Add/Edit Index Number
1. From the Main menu, press 8 for User Options.
2. Press 1 for Mailbox Setup.
3. Press 5 for the Add/Edit Speed Dial Index menu. Then do one of
the following:
•Press 7 to play speed dial index number.
•Press 3 to delete a speed dial index number.
•Press 2 to add or edit a speed dial number.
a.Enter a speed dial index number (any single digit number
0-9 or the characters * or #). Double-digit nu mbers are not
allowed.
b.Enter your destination number ( up to 50 di gits).
Use Speed Dial Numbers
To use a speed dial number:
1. From the Main menu, press 1 to use Speed Dial.
2. Enter the speed dial index number. You are transferred to the
destination number associated with the index number.
19
Restore
Deleted
Messages
You can restore messages that you have deleted as long as they are
within the retention time set by your administrator. To res to re deleted
messages:
1. From the Main menu, press 8 for User Options.
2. Press 5 to access your deleted messages.
3. Press 7 to play your deleted messages.
4. Browse through your deleted messages (using 6 to skip to the next
message if desired) to locate the message you want to restore.
5. Press 5 to restore the message.
The message is brought back to its original state, such as “Saved,”
with its original date and time.
NoteOnce the maintenance routine is run, it will delete the message
again if its retention time is exceeded. If you want to
permanently store the message, archive the messages using
either CallegraINBOX for Outlook or CallegraWEB.
20
Install
Desktop
Clients
You can also listen to voice messages and view/send faxes from your
desktop client using the following add-on software products:
• “CallegraINBOX for Outlook” on page 21
• “CallegraWEB” on page 22
• “CallegraFAX Print Driver” on page 22
CallegraIN BOX for Outlook
If desired, y ou can inst all the Callegra INBOX for Outl ook, which
lets you access voice and fax messages from your desktop client
using Outlook.
Prerequisites✔ Microsoft Windows XP or 2000
✔ Microsoft Outlook XP or 2000 (limited support)
✔ (Office XP users only) Service Pack 1 for Office XP
✔ Message Queuing Services (MSMQ)
✔ Microsoft Media Player 9 (found on Callegra .UC CD1/DVD)
Run CallegraINBOX for Outlook Setup
1. Obtain from your admi nistrator the server name. The server name is
the name of the computer that holds Callegra Client Services.
2. Ensure all prerequisites are installed.
3. Insert Callegra .UC CD1/DVD.
4. From the Autostart menu, select CallegraINBOX for Outlook to
start the installation.
5. When prompted, enter the server name you received from your
administrator.
21
6. Indicate whether you are using https or http. The default is http. If
you are not sure, check with your administrator. This setting is
dependent upon the setup within your organization. If it is not set
correctly, CallegraINBOX for Outlook will not run.
7. The installation might prompt you to run the CallegraFAX Print
Driver set up. If you want to install it, see “CallegraFAX Print
Driver” on page 22.
After installing CallegraINBOX for Outlook and logging in, if the
Callegra Inbox xxxx [Box Number] does not appear, within Outlook
select View > Folder List. The Callegra Inbox xxxx [Box Number]
will now appear.
CallegraWEB
CallegraWEB allows you to access voice or fax messages from a
desktop client with access to the Internet using Internet Explorer 6.0 or
higher.
CallegraWEB is set up by your administrator on a server. There is no
additional desktop client software to install.
To access CallegraWEB
1. From Internet Explorer 6.0, enter the URL specified for
CallegraWEB supplie d from your admi nist r a tor.
2. When prompted, ent er y our Box Number (extension) and Passcode.
If you want to avoid logging in next time you open CallegraWEB
within Internet Explorer, select the Remember My Credentials
box.
NoteAfter selecting “Remember My Credentials”, to avoid logging in
the next time you access CallegraWEB, just close the browser
instead of logging out. If you log out, you will have to log in the
next time to access CallegraWEB.
3. Select OK.
CallegraFAX Print Driver
Your administrator must install software and hardware on the server in
order to use all of the features of CallegraFAX. Once CallegraFAX is
set up on the server, you can install and use CallegraFAX Print Driver
to create and send new faxes from you r deskto p client to a f ax mach ine,
mailbox, or email account.
22
You can use CallegraFAX Print Driver the same way you would use a
print driver to send a document to a printer to print.
You can obtain and inst all the CallegraFAX Print Driver using one of
the following methods:
• When running the CallegraINBOX f or Outlook install
• Directly from the Callegra .UC 1.1 CD1/DVD
• As a download to your desktop client from CallegraWEB
To download the CallegraFAX Print Driver from CallegraWEB
1. Ensure that you have Administrator or Power User rights on your
Windows machine to ensure a successful installation.
2. Obtain from your admi nistrator the server name. The server name is
the name of the computer that holds Callegra Client Services.
3. Within CallegraWEB, select Tools > Download.
4. Select FaxSetup.exe and save to a local location.
5. Run the installation.
6. When prompted, enter the server name you received from your
administrator.
7. Finish running through the installation until complete.
To send a fax, from any application on Microsoft Windows, select
CallegraFAX Print Driver as the printer. The CallegraFAX Print
Driver interface appears. See the online help for more information.
delete 9
find out message number 9
listen to messages 9
save 9
use telephone to access 9
extension
change number 13
F
fax
fax forward 10
have fax sent 11
how to use 10
retrieve 10
forward
a message 6
G
greetings
change 12
I
individualized system 1
25
M
mailbox
access from an inside line 3
access from an outside line 2, 3
assign call routing options 13
change extension number 13
change greeting 12
change name 12, 13
change passcod e 12, 13
change setup options 12
message
attach comment to forwa r ded message 6
create 5
forward 6
Message Address Options
Confidential 8
Future Delivery 8
Return Receipt 8
play 4
record 5
reply to 7
restore dele te d 20
send 5
Message Address Options
set additional options 8
N
name
change 12, 13
notification
activate 16
change number 17
change time 17
receive 17
set 16
P
passcode
change 12, 13
S
Speed Dial Numbers
set up 19
to dial 19
use 19
W
Wakeup
26
activate 14
deactivate 14
play settings 14
set 14
27
28
Replay/Send Fax to Fax Machine
Save Message
Delete Message
Forward or Reply
Skip to Previous Message
Play Message Time and Date
Skip to Next Message
Previous Menu
Rewind 5 Seconds
Fast Forward 5 Seconds
Pause
7
5
3
2
4
8
6
9
*
#
1
Callegra .UC Global Voicemail Map
Play Voice Messages
7
Retrieve Faxes
3
Make New Message
6
Change User Options
8
Use Speed Dial
1
Exit
9
9
7
3
2
5
6
4
1
Change Mailbox Setup
Change Distribution Lists
Set Notification Call
Set Wakeup Call
Access Deleted Messages
Previous Menu
1
2
3
4
5
9
Reach Another Mailbox
0
Change Greeting
Change Passcode
Change Mailbox Name
Edit Call Routing Options
Add/Edit Speed Dial Index
Edit Extension Number
Previous Menu
Activate\Deactivate Wakeup
Edit Wakeup Number
Edit Wakeup Time
Previous Menu
2
3
4
9
Activate\Deactivate Notification
Edit Notification Time
Edit Notification Number
Previous Menu
2
4
3
9
Add or Edit List
Play List Names, Numbers
Previous Menu
2
7
9
Record List Name
Play List Name
Add Mailbox to List
Discard and Record Again
Previous Menu
2
7
6
3
9
Play Deleted Messages
7
Check New Emails
4
After Playing Messages
Enter Mailbox Number
Reach an Operator
0
After Entering List Number (0 -47)
Access New Message
Access Saved Message
Previous Menu
7
8
9
Possible Options
Forward Message
Answer the Message
Transfer to Sender
Previous Menu
1
2
3
9
After Recording
Play Again
Restore Message
Skip to Previous Message
Play Message Time and Date
Skip to Next Message
Previous Menu
7
5
4
8
6
9
After Playing Deleted Message
This diagram shows available
Callegra .UC feat ures and pr ompts.
Some features and prompts are
not available by default. Ask your
your administrator to enable a
feature or prompt if needed.
NOTE:
1
2
3
4
5
7
9
Urgent Delivery
Normal Delivery
1
9
Message Addressing Options
Box Owner
Outside Number
1
2
Make Message
Deliver Message
Future Delivery
Cancel
After Recording
Message Deliv ery Options
Return Receipt
Confidential
Future Delivery
Previous Menu
1
2
3
9
Enter 1 Digit Speed Dial Number
9
3
1
Possible Options
Deliver Message
Play Recorded Message/Comment
Discard and Record Message Again
Add Comment to Message
Send Message to Another Box
Set Message Addressing Options
Cancel Destination Mailbox
Cancel Message
While Playing Messages
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