This Inter-Tel® user guide is released by Inter-Tel, Inc. as a guide for end-users. It provides information necessary to use the Model 8601 SoftPhone for Pocket PC endpoint.
The contents of this user guide, which reflect current Inter-Tel standards, are subject to
revision or change without notice. Some features or applications mentioned may require a
future release and are not available in the initial release. Future product features and
applications are subject to availability and cost. Some features or applications may
require additional hardware and/or specific software.
Some system features can only be accessed by an
administrator. For information about these features, see the Fre-
quently Asked Questions on page 54.
For sales, service, or technical support,
contact your local authorized Inter-Tel reseller.
Comments about this user guide or other
technical documentation should be directed to
Inter-Tel’s Technical Publications Department at:
Tech_Pubs@inter-tel.com
All products and services mentioned in this publication are the trademarks, service marks,
registered marks, or registered service marks of their respective owners.
Inter-Tel
rated.
Microsoft
HP
pany.
Toshiba
Dell Axim™ is a trademark of Dell Computer Corporation.
®
and Enterprise® Messaging are registered trademarks of Inter-Tel, Incorpo-
®
®
and Outlook® are registered trademarks of Microsoft Corporation.
and Compaq® are registered trademarks of Hewlett-Packard Development Com-
®
is a registered trademark of the Toshiba Corporation.
The Model 8601 SoftPhone for Pocket PC is a software-based, Session Initiation Protocol (SIP) softphone that runs on the Pocket PC 2002 (or later) Personal Digital
Assistant (PDA) platforms.
With your Model 8601 endpoint, you can place or receive calls from anywhere within
the same wireless network. The Model 8601 works just like other Inter-Tel
®
SIP endpoints. In addition, the Model 8601 supports the Shared Extension feature. This feature allows you to share the same extension between your Model 8601 and up to four
other SIP endpoints. This provides you with mobility so that you do not miss any calls
when you are away from your desk.
The Model 8601 SoftPhone for Pocket PC is currently supported by the following
PDAs:
•Compaq
®
iPAQ H3970, 400 MHz
•Compaq iPAQ H3875, 400 MHz
•Dell Axim
™
X5, 400 MHz
•Dell Axim X30, 624 MHz
•Hewlett Packard
®
iPAQ H5550, 400 MHz
•Hewlett Packard iPAQ H5450, 400 MHz
•Hewlett Packard iPAQ h4150, 400MHz
•Hewlett Packard iPAQ h4350, 400 MHz
•Hewlett Packard iPAQ PocketPC hx4700, 624MHz
•Hewlett Packard iPAQ PocketPC h6315
•Toshiba
®
E800, 400MHz
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
1
SOFTWARE COMPATIBILITY
Depending upon which software version your telephone system is using, some of the
features included in this guide may not be available for your endpoint. Check with
your system administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system.
Your Model 8601 SoftPhone for Pocket PC is compatible with the following Inter-Tel
software:
•Inter-Tel
•Axxess
•Unified Communicator
•Enterprise
®
5000 system software v1.0 and later
®
system software v8.1 and later
®
v2.1and later
®
Messaging v1.0 and later
GETTING STARTED
To start the Model 8601:
Select
Model 8601 from the Start menu. The Model 8601 display appears. The dis-
play on the Model 8601 should change from “Connecting...” to the display name (or
extension number) that your system administrator has programmed.
NOTE: If the status remains “Connecting...,” verify that the network connection is
active. If the network is active, consult your system administrator. For information about
how to program the Model 8601, contact your system administrator or refer to the
Model 8601 SoftPhone for Pocket PC Installation Manual.
2
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
ABOUT YOUR ENDPOINT
The following shows the default Model 8601 display. Brief descriptions of icons and
menus are described on the following page.
Default Model 8601 Display:
1415
13
12
11
10
17
1816
1
2
3
4
5
9
8
Minimized Model 8601 Display:
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
7
6
19
3
The following table describes the Model 8601 icons and menus.
No#ICON/MENUDESCRIPTIONS
Places a call. This icon changes to HOLD or RESUME,
depending on the endpoint status.
Opens the Call Log that shows the call history of up to 30 calls.
This icon changes to MUTE or RESUME, depending on the
endpoint status.
Plays the message that was left on your voice mail. This icon
changes to END during a call.
Changes, depending on the endpoint status. The possible
icons are RESUME and TRANS (Transfer).
Displays the Speed-Dial List. This icon changes to CNF (Conference) or RESUME, depending on the endpoint status.
Opens the soft keyboard.
Shows the version status and online help.
Contains the Connection, Media, Preferences, and Diagnostics
options.
Contains the Call Log, Speed Dial, DND, and Message(s)
options.
Backspaces the cursor and deletes characters in the display.
This icon changes to SWAP when you have two calls.
Places an intercom (IC) call without requiring you to tap TALK.
Requires you to tap TAL K to place an IC call.
10
11
1
TALK
CALL LOG
2
3
4
5
6
7
8
9
MSG
Blank Icon
SPD DIAL
Keyboard
--Help
--Options
--Phone
Backspace
Hot Dial
Enabled
Hot Dial
Disabled
12
13
14
15
16
17
18
19
Contacts
Vol ume
Start
Connection
Status
Vol ume
--Time
or --
Model 8601
Icon
Displays the Contact List on the PDA.
Changes the volume settings on the Model 8601.
Opens the application drop-down menu.
Shows the connection status of the Model 8601.
Changes the volume settings on the PDA.
Displays the current time. This is a standard feature of the
Pocket PC 2002 (or later) platform.
Shows X or OK, depending on the display status.
Opens the drop-down menu that contains the Phone, Call Log,
and Message(s) options.
REF.
PAG E
18
12
24
--
13
--
--
14
12
--
18
--
--
--
16
14
--
--
--
4
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
ABOUT VOICE MAIL
Voice mail is an application that is part of the Inter-Tel voice processing system.
Using voice mail, you and other callers can send and receive recorded messages from
any supported endpoint on the system. To use voice mail features, each user (or subscriber) is assigned a mailbox, which usually corresponds to the extension number
assigned to your endpoint. You can, however, have an unassociated mailbox that does
not correspond to an extension. (Unassociated mailboxes are typically used for agents
or other personnel who don’t have a permanent office.)
With your mailbox, you can use personal or system greetings to let callers know if
you are out of town, on a call, etc. If a caller reaches your mailbox, they can leave a
message, hang up, or access an attendant. In addition, if your voice mail administrator
sets up one or more “group lists” of mailboxes, you can send a message to a group of
people by entering one number instead of everyone’s individual mailbox number.
Inter-Tel voice mail systems support the following types of mailboxes:
•Advanced Mailbox: If E-Mail Reader is enabled for your mailbox, you have
access to voice mail, e-mail, and fax messages in your mailbox. You can also customize your personal mailbox options, and access advanced messaging features.
See page 41 for information and instructions about using E-Mail Reader features.
For a voice mail flowchart for advanced mailbox users, see page 52.
•Standard Voice Mailbox: This type of mailbox allows you to send and receive
voice mail messages, record personal greetings, and allows you to customize personal mailbox options. A standard voice mailbox does not allow you to access email and fax messages. For a voice mail flowchart for standard mailbox users,
see page 59.
NOTE: If you have the Enterprise
access to advanced communication and messaging features such as E-Mail Reader
and Automatic Speech Recognition (ARS). For more information about EM, see page 7.
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
®
Messaging (EM) voice mail system, you also have
5
The instructions for many voice mail tasks are identical for standard voice mailbox
and advanced mailbox users. The instructions for the following common mailbox
tasks are included in this guide.
•Initializing your mailbox (see page 9)
•Recording your personal greetings (see page 10)
•Recording your voice mail directory name (see page 11)
•Accessing your mailbox (see page 22)
•Disablingand enabling ASR (see page 23)
•Accessing voice mail messages (see page 24)
•Recording and sending voice mail messages (see page 27)
•Canceling unheard voice mail messages (see page 29)
•Changing your mailbox password (see page 30)
•Changing the call screening transfer method (see page 32)
•Programming a fax destination (see page 33)
•Changing the message search order (see page 34)
•Programming remote messaging (see page 35)
•Screening calls (see page 37)
•Using the voice mail directory (see page 38)
NOTE: Voice mail displays are not supported in SIP mode, however audio prompts are
supported.
6
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
Enterprise Messaging
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-standard protocols for communication and messaging. EM unifies communication and
messaging by providing access to voice mail, fax, and e-mail messages in your mailbox. The EM system provides voice mail users with the following advanced messaging features:
•Automatic Speech Recognition (ASR): ASR can be enabled for the entire sys-
tem or it can be enabled for specific applications (like voice mail) or mailboxes.
When ASR is enabled for your mailbox, you can issue spoken commands to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the
directories. ASR can be enabled for standard voice mailboxes and advanced mailboxes (see page 43). For more information about ASR, see page 8.
•E-Mail Reader: E-Mail Reader allows you to access voice, e-mail, and fax mes-
sages from your mailbox. For e-mail messages, E-mail Reader uses Text-toSpeech (TTS) capabilities included with EM to convert the text in an e-mail message to a .wav file. For fax messages, E-Mail Reader announces the fax envelope. If E-Mail Reader has been enabled for your mailbox, your voice mail, email, and fax messages are unified in one convenient location. For more information and instructions about how to use E-Mail Reader features, see page 41.
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled
for your mailbox.
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
7
Automatic Speech Recognition (ASR)
Automatic Speech Recognition (ASR) is a feature available for systems using EM.
Because ASR is a very flexible feature, it can be enabled or disabled on several different levels. When ASR is enabled for your mailbox, you can issue spoken commands
to navigate the voice mail menus. ASR also allows subscribers and non-subscribers to
navigate automated attendant menus, call routing applications, and search the directories using voice commands.
When you access voice mail, if you are given the option to say a command or tap a
dialpad digit to complete a task, then ASR is enabled for your mailbox. If you are
only prompted to tap a dialpad digit, ASR is not enabled for your mailbox. If your
mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by
tapping the appropriate dialpad digits when prompted by the system.
When using ASR, follow these guidelines for best results:
•When completing a mailbox-related task, either say the command each time or
tap the dialpad digits each time.
•When you use the dialpad digits to complete a task, you are sometimes prompted
#
to tap to indicate to the system that you have finished entering digits. It is not
necessary to say “Pound” or “Hash” when using ASR. The silence that follows
your voice command replaces the digit.
•While you are recording a message, ASR is temporarily disabled, therefore you
cannot issue spoken commands to access options like pause and erase. If you
attempt to issue a spoken command while you are recording, your recording will
include the command you issued. To access the pause and erase options, you
must tap the appropriate dialpad digits.
•You cannot use ASR to set up your e-mail password (see page 44). For security
reasons, you must enter your e-mail password characters by tapping the appropriate dialpad digits. Entering passwords this way prevents others from overhearing
your password.
•If the system cannot interpret your voice commands for three consecutive
attempts, ASR is temporarily disabled by the system for the current call. You can
still complete tasks using the dialpad digits; however, you will no longer be
prompted to say a command.
•You can temporarily disable ASR for the current call by selecting option eight
from the main menu.
#
8
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
SETTING UP VOICE MAIL
To begin using your voice mailbox, you will need to complete a few basic set-up procedures to initialize your mailbox, customize your personal greetings, and record your
voice mail directory name. See page 21 for additional voice mail options.
Initializing Your Mailbox
The first thing you should do is initialize your mailbox. This allows you to:
•Change the default password number to a personal password.
•Record a name to identify yourself in the company directory.
•Listen to the voice mail introduction.
To initialize your mailbox:
1. Enter the voice mail extension number. (You hear the main menu.)
NOTE: If you don’t know what the voice mail extension number is, check with your
system administrator.
Say “Login” or tap to identify yourself as a subscriber.
2.
3. Enter your mailbox number using the dialpad digits.
4. Enter your default password using the dialpad digits.
NOTE: Your mailbox number is your default password.
If you want a password, enter a new password using digits 0-9 (up to 12 digits),
and then tap when you are done. The messaging system plays back your password.
If you do not want to use a password, just say “Skip” or tap .
5. Say “Accept” or tap to accept the entry or say “Erase” or tap to erase and
re-enter your password. The system prompts you to record your directory name.
6. After the tone, record your first and last names.
7. When prompted, do one of the following:
• Say “Accept” or tap
• Say “Replay” or tap
• Say “Append” or tap
• Say “Re-record” or tap
#
#
#
again to accept the name.
1
to replay the name you just recorded.
2
to add to your name.
3
to erase and re-record your name.
#
3
NOTE: The system then plays a prompt that introduces you to the basic voice mail
system features. You can skip this introduction by saying “Skip” or by tapping , if
desired.
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
#
9
Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. You may change or choose to use either greeting at any time. You can
then select which greeting you want played when a caller reaches your voice mailbox.
Because the purpose of this greeting is to tell callers why they have reached your
voice mailbox, you should include the following information:
•Whether or not you are in the office and where you can be reached
•When you will be returning calls
•For callers who do not wish to leave a message, how to exit voice mail (say
“Operator” or tap to return to the operator)
The following are some sample greetings to help you plan your message:
•Primary Greeting: Hello, this is __________. I am either on another line or
away from my desk and cannot take your call at this time. If you need to speak to
someone immediately, please dial zero now. Otherwise, leave a detailed message,
and I will return your call as soon as possible. Thank you.
•Alternate Greeting: Hello, this is __________. I will be away from the office
from day/date until day/date. If you need to speak to someone immediately,
please dial zero now. Otherwise, leave a detailed message, and I will return your
call when I return. Thank you.
You can also select the System Greeting if you do not want to record a primary or
alternate greeting. The system greeting states, “Mailbox number (xxxxx) is not available.” Depending on how your system is programmed, the system greeting may also
include, “After the tone, please record your message. When finished, you may hang
up to deliver the message or press pound for more options.”
0
10
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
To record/change your personal greeting:
1. Access your mailbox as described on page 22.
2. Say “Personal” or tap to select the Personal Options Menu.
3. Say “Greeting” or tap to record or change your personal greeting.
4
1
4. Do one of the following:
• Say “Primary” or tap to record and/or enable your primary greeting.
• Say “Alternate” or tap to record and/or enable your alternate greeting.
• Say “System” or tap to enable the system default mailbox greeting.
1
2
3
5. If you selected the system greeting option, hang up.
If you selected the primary or alternate greeting option, record your greeting
when prompted, then tap .
#
If you already have a primary or alternate greeting, it is played when you select
primary or alternate.
You can then do one of the following:
• Say “Accept” or tap to accept the greeting.
• Say “Replay” or tap to replay the greeting.
• Say “Append” or tap , add to the greeting, and then tap .
• Say “Erase” or tap to erase and re-record the greeting.
#
1
2
3
• Say “Cancel” or tap to exit without changing your greeting.
6. Tap END to hang up.
Recording Your Voice Mail Directory Name
Your recorded name is used to identify you in the voice mail directory and to verify
your mailbox number when messages are addressed to you. Although you record your
name when you first initialize your mailbox, you can change it at any time.
To record your directory name:
1. Access your mailbox as described on page 22.
2. Say “Personal” or tap to select the Personal Options Menu.
3. Say “Name” or tap . Your recorded name is played.
4. Do one of the following:
• Say “Accept” or tap to accept your recorded name.
• Say “Replay” or tap to replay your recorded name.
• Say “Append” or tap to add to your name.
• Say “Erase” or tap to erase and re-record your name. When you hear a
tone, record your first and last name. Then say “Accept” or tap
your recorded name.
5. Tap END to hang up.
4
2
#
1
2
3
#
to accept
#
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
11
OPTION MENUS
The Model 8601 provides various menu options for customizing your Model 8601. To
program the settings, tap the desired option from the bottom bar.
Phone
The Phone menu provides access to call log, speed-dial, Do-Not-Disturb, and message(s) settings. Each of these options is described in the following sections.
Call Log
The Call Log option allows you to see the call history. The Call Log, shown on the right, can list up to
ten received, ten outgoing, and ten missed calls (30
calls total). The second field displays the call information that your Model 8601 has selected. The
default is set to show the Missed Calls.
To see the Call Log list, tap
Call Log from the Phone menu.
While viewing the Call Log list, you have the following options:
•Show: Allows you to choose what you want to
display in the Call Log list. The available
options are All Calls, Missed Calls, Outgoing
Calls, or Received Calls.
•Clear: Deletes the entire call log that is shown in the list.
•Call: Places a call to the highlighted number in the list.
•Delete: Deletes the highlighted number in the list.
•Save: Saves the highlighted number to the Pocket Outlook
You can also sort the Call Log list in ascending order based on the column selected.
CALL LOG or select
®
Contacts.
12
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
Speed Dial
The Speed Dial option allows you to save up to ten
numbers.
To see the Speed Dial list, tap
Speed DIal.
SPD DIAL or select
While viewing the Speed Dial list, you have the
following options:
•
Call: Places a call to the highlighted number
in the list.
•
Add: Adds a number to the list.
•
Edit: Edits a number in the list.
•
Delete: Deletes the highlighted number in the
list.
You can also sort the entries in the Name column in ascending order.
DND (Do-Not-Disturb)
If you do not want to be disturbed, you can use the DND feature. This halts all pages
and calls to your endpoint, except queue callbacks, recalls, and direct ring-in calls.
When other users call your endpoint, they hear a repeating signal of four fast tones
and see the DND message. Unlike other traditional Inter-Tel endpoints, the Model
8601 has only one DND message, which is “Do-Not-Disturb.”
To turn on/off the DND status:
Select
DND. A check mark appears next to the DND option, and the display shows
“Do-Not-Disturb.”
NOTE: Inter-Tel endpoints (not including the Model 8601) can be given do-not-disturb
override privilege that allows the user to place an intercom call to a station in do-not-disturb. If a calling party’s endpoint is enabled for do-not-disturb override, they may brake
through your endpoint’s DND when placing an intercom call.
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
13
Message(s)
When you have received a voice mail message, a display that says, “You have xx mes-
sage(s).” (where the xx indicates the number of the message) appears.
To receive a message, your Model 8601 must have a mailbox programmed in the
Inter-Tel telephone system. Or, the call must be programmed to be sent to an attendant or other endpoint. If the Model 8601 does not have a voice mailbox or an
alternate destination, when the message is sent, the call is lost in the network.
To listen to the message:
Tap
sage center that left the message.
To listen to the message from a remote site:
You must first access your mailbox (see page 22 for details about accessing your
mailbox).
Options
The Option menu allows you to program the connection, media, and preferences settings.
NOTE: This section describes only the options that affect basic endpoint operation and
functionality. The options that are not listed in this section are for configuring the endpoint settings. Only your system administrator can change these settings. It is strongly
recommended that you do not change any settings that are not described in this guide.
If you do, you may lose a network connection.
NOTICE
MSG or select Message(s). A call is automatically placed to the endpoint or mes-
14
Media
The Media option allows you to program audio and tone settings:
•Audio: The only option that is available is Sys Volume. This option controls the
volume that you hear from the speaker.
NOTE: The Volume setting on the PDA overrides the setting that is programmed
in the Sys Volume field.
Inter-Tel® Model 8601 SoftPhone for Pocket PC User Guide
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