Inter-tel 8602 User Manual

Model 8602
User Guide

Notice

Enter provider information above
This user guide is released by Inter-Tel, Inc. and provides information necessary to use Inter-T el product user guides. The guide contents, 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, software, or system administrator assistance.
For sales, service, or technical support, contact your local authorized
Inter-Tel provider:
If you have any questions or comments regarding this manual or other technical documentation, contact Inter-Tel 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
, Axxess®, and Enterprise® are registered trademarks of Inter-Tel, Incorporated.
®
is a registered trademark of Mitel Networks Corporation.
Mitel
®
Microsoft Bluetooth ZoneAlarm Plantronics GN Netcom Sennheiser Intel Portions Copyright © 2002-2007 Global IP Solutions, Inc. All Rights Reserved. Global IP Solutions, GIPS, MediaWare, GIPS VoiceEngine, NetEQ, iLBC, iPCM-wb, iSAC, GIPS Enhanced G.711,
Remote Extension, Click-To-Talk and associated design marks and logos are trademarks of Global IP Solutions, and may be registered in certainjurisdictions.
Patents and Patents Pending, Global IP Solutions, Inc. www.gipscorp.com © 2008 Inter-Tel (Delaware), Incorporated: Personal use of this material is permitted. However, permission to reprint/
republish this material for advertising or promotional purposes or for creating new collective works for resale or redistribution to servers or lists, or to reuse any copyrighted component of this work in other works must be obtained from Inter-Tel, Inc.
, Windows®, and Vista™ are registered trademarks or trademarks of Microsoft Corporation.
®
is a registered trademark of Bluetooth SIG, Inc.
®
is a registered trademark of Zone Labs LLC.
®
is a registered trademark of Plantronics, Inc.
®
is a registered trademark of GN Great Nordic.
®
is a registered trademark of Sennheiser Electronic Corporation (SEC).
®
and Pentium® are registered trademarks of Intel.

Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Document Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Parts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Optional Parts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installing the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Uninstalling The Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Model 8602 Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Environmental Factors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Headset Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Wireless Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Volume Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Muting the Microphone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Network Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Firewall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Emergency (E911) Call Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The Model 8602 Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Main Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Calls on Hold Slider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Programmable Feature Buttons Slider. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Dialpad Slider. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Model 8602 Status Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Model 8602 Shortcut Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Wireless Headset Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Inter-Tel® Model 8602 User Guide
iii
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Starting the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Accessing Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Turning Off the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using the Keyboard Vs. the Mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Intercom Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Using the Message Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Leaving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Retrieving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Listening to Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Do-Not-Disturb Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Voice Mail Flowchart (Advanced) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Voice Mail Flowchart (Standard) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Advanced Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
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Inter-Tel® Model 8602 User Guide

Introduction

Thank you for purchasing the Model 8602 Internet Protocol (IP) softphone software package. The Model 8602 is a softphone application that enables Voice over IP (VoIP) communication between your desktop or laptop computer and an Inter-Tel® Axxess® or Inter-Tel 5000 telecommunications system. The Model 8602, which operates much like a Model 8662 hard endpoint, connects to the main system through an existing IP network. After a connection is established, you can converse with the other party via a headset connected to your computer. The voice engine used for the Model 8602 is provided by Global IP Solutions
The Model 8602 has the following features:
Integration with the Plantronics
USB Wireless Headset in Europe)
NOTE
Control and user-configurable options
Control of audio and volume settings for the microphone and speaker
Shortcut menu feature access
Status indication
Retractable dialpads
User-friendly, modern look and feel
Mouse and keyboard activated feature control
.
®
CS50-USB Wireless Headset (Plantronics CS60-
User satisfaction for any particular headset can be quite subjective, so Inter-Tel recommends that you try before buying. See “Headset Recommendations” on page 15 for additional information.

Document Overview

This user guide provides the installation procedures for the Model 8602 and highlights the basic features for making and receiving calls and checking your voice mail messages. For more details on basic or advanced features of the Model 8602, refer to the online Help by selecting the Help button from the Main Display of the Model 8602 interface. Or refer to the Inter-Tel Model 8662 User Guide (part no. 550.8117). The Model 8602 operates much like a Model 8662 hard endpoint. You can find this user guide on the Mitel Mitel End User Customer Documentation section (http://edocs.mitel.com/UG/Index.html
Inter-Tel® Model 8602 User Guide 1
®
Web site in the
).

Installation

The Installation section provides information on the hardware and software requirements for your computer and the telephone system requirements needed to operate the Model
8602. After your system meets the requirements of the Model 8602, follow the instructions to install the IP softphone. Finally, you need to configure some settings before the Model 8602 is operational.
NOTICE
If necessary, r efer to your s ystem or network administrator for assistance configuring your Model 8602.

Parts

This shipment consists of the following items:
Model 8602 User Guide (part no. 835.3019)
Model 8602 Software CD-ROM (part no. 841.0477)

Optional Parts

Through your local Inter-T el provider (who should consult with Inter-Tel’s CommSource division), you can order the following:
Plantronics CS50-USB (CS60-USB in Europe) Wireless Headset (part no. 901.9640)
Other tested headsets include: Plantronics DA60 USB Connector (part no. 901.9606),
Plantronics Supra (part no. 901.9613), Plantronics Encore (part no. 901.9642), Plantronics Supraplus H251 (part no. 901.9618), GN Netcom
901.7199), GN Netcom 2120-NC (part no. 901.7174), GN Netcom 9120 (part no.
901.7168), Sennheiser
902.0984), Sennheiser PC-155 (part no. 902.0907), Plantronics DA55 Wired (901.9695), Polycom Communicator (part no. 905.5610), ClearOne Chat 50 USB (part no. 900.2557), ClearOne Chat 150 (part no. 900.2563), and ClearOne Chat 150 USB (part no. 900.2562).
®
503USB (part no.
®
PC-135 (part no. 902.0981), Sennheiser PC-145 (part no.
NOTE Bluetooth® technology headsets are not supported.
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Inter-Tel® Model 8602 User Guide

System Requirements

System requirements include software, hardware, and software compatibility with the telephone system.
Computer Software Requirements
Microsoft® Windows® XP (Home or Professional) or Vista™ (recommended that all service packs be installed; Service Pack (SP) 3 for XP and SP1 for Vista)
The latest 2.0 version of the .NET Framework
If the .NET Framework is not currently installed on your computer, the
NOTE
Computer Hardware Requirements for Windows XP
The table below lists the minimum and recommended requirements for the computer with the Windows XP operating system of which you are installing the Model 8602 software.
Minimum Requirements Recommended Requirements
®
Pentium® 850 MHz or faster
Intel processor (or compatible)
512 MB of RAM or higher 1 GB of RAM or higher Hard drive with at least 2.0 GB of available
hard disk space Super VGA (800 x 600) or higher-resolution
video adapter and monitor
installation wizard directs you to the Windows Updates Web site, where you can download the latest 2.0 version.
Intel Pentium 1 GHz or faster processor (or compatible)
Hard drive with at least 2.0 GB of available hard disk space
Super VGA (1024 x 768) or higher­resolution video adapter and monitor
A pointing device (such as a mouse, trackball, or touch screen)
Ethernet or Wi-Fi network card with TCP/IP configured
Internet-capable network connection (a broadband connection of 256 Kbps or faster)
Headset with microphone that uses the speaker and microphone ports is required
Inter-Tel® Model 8602 User Guide 3
A pointing device (such as a mouse, trackball, or touch screen)
Ethernet or Wi-Fi network card with TCP/IP configured
Internet-capable network connection (a broadband connection of 256 Kbps or faster)
Headset with microphone that uses the speaker and microphone ports is required
Computer Hardware Requirements for Windows Vista
The table below lists the minimum and recommended requirements for the computer with the Windows Vista operating system of which you are installing the Model 8602 software.
Minimum Requirements Recommended Requirements
1 GHz 32-bit (x86) or 64-bit (x64) processor 2 GHz 32-bit (x86) or 64-bit (x64) processor 1 GB of RAM 2 GB of RAM Hard drive with at least 2.0 GB of available
space Super VGA (800 x 600) or higher-resolution
video adapter and monitor A pointing device (such as a mouse,
trackball, or touch screen) Ethernet or Wi-Fi network card with TCP/IP
configured Internet-capable network connection (a
broadband connection of 256 Kbps or faster)
Headset with microphone that uses the speaker and microphone ports is required
Hard drive with at least 2.0 GB of available space
Super VGA (1024 x 768) or higher­resolution video adapter and monitor
A pointing device (such as a mouse, trackball, or touch screen)
Ethernet or Wi-Fi network card with TCP/IP configured
Internet-capable network connection (a broadband connection of 256 Kbps or faster)
Headset with microphone that uses the speaker and microphone ports is required
Software Compatibility with the Telephone System
Inter-Tel Axxess Converged Communications Platform v9.1 and later or Inter-Tel 5000
Network Communications Solutions v1.2 and later
Software license for Model 8602
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Inter-Tel® Model 8602 User Guide

Installing the Model 8602

The Model 8602 application software is supplied on CD-ROM. The following installation instructions assume that Windows XP is installed on your
computer and that you are familiar with Windows procedures.
To install the Model 8602:
The user’s Windows account must have the privileges to create a new directory in the file system and write/copy files into it. Also, the Window’s account must
NOTE
1. Start the computer and close all other Windows applications.
2. Insert the Inter-Tel 8602 installation CD into the drive. The setup wizard
3. Select Install Inter-Tel Application. The installation wizard begins.
4. Follow the wizard installation directions by clicking Next to advance to the ne xt
have the permission to write to the registry. Contact your System Administrator if you have any questions about privileges and permissions of your Windows account.
automatically begins. If the setup wizard does not begin: a. Select Start – Run.
b. Type the CD drive location (usually E) followed by :\_setup (e.g., E:\_setup), in the
text box.
c. Click OK.
screen.
If you want to exit the setup program without completing the installation,
NOTE
click ESC or click Cancel. Then click Exit Setup when the dialog box appears. This stops the setup program and returns you to the first screen.
5. Click Close to complete the installation.
6. Click Exit Installation and remove the CD-ROM from the drive.
7. If prompted, restart the computer. If this is the first time installing the Model 8602, the Configuration Wizard
NOTE
automatically starts after installation. You must complete the wizard before the IP softphone will operate. See the next page for details on the “Configuration Wizard” on page 6.
Inter-Tel® Model 8602 User Guide 5

Uninstalling The Model 8602

If you need to uninstall the Model 8602, follow the instructions below.
T o uninstall the Model 8602:
1. Select Start – Settings – Control Panel.
2. Double-click Add/Remove Programs.
3. Select the Inter-Tel program, and then click Add/Remove.

Configuration

The application interface has various configuration options for the Model 8602. You need to configure some settings before the IP softphone can operate. The Configuration Wizard guides you through configuration of the necessary fields.

Configuration Wizard

After installing and starting the IP softphone for the first time, the Configuration Wizard automatically starts. The Configuration Wizard allows you to configure the server and application parameters necessary to run the IP softphone.
To finalize programming through the Configuration Wizard, click
IMPORTANT
Finish in the last screen. Changes or additions made in the wizard
will not take effect until the wizard is finished.
Clicking Back on the wizard screens allows you to return to a previous screen to modify programming.
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Inter-Tel® Model 8602 User Guide
To configure options in the wizard:
1. After the configuration wizard automatically starts, the Welcome screen appears.
2. Click Next. The Configuration Settings screen appears.
Inter-Tel® Model 8602 User Guide 7
3. Configure the following server setti ngs.
NOTE
See your system and/or network administrator for the values to complete the following settings.
Configuration
(Default Setting)
Device ID (000000000000)
Internal (Native)
Range/Option/
Limit
12 hexadecimal characters
Valid IP Address The IP address of the server where the Remote Server IP Address (0.0.0.0)
External (NA T) Remote
Valid IP Address For NAT-enabled servers (such as the Server IP Address (0.0.0.0)
Remote General Purpose UDP Port (5567)
Remote TCP Call Control Port (5566)
Password (blank) 9 characters,
which are case-
sensitive
Description
The Model 8602’s unique device ID.
Model 8602 resides on the telephone system. For NA T-enabled servers (such as the Inter-Tel 5000), this is the “internal” or LAN IP address.
Inter-Tel 5000) this is the “external” or WAN IP Address. For telephone systems that exist outside of a firewall, this field is blank.
The UDP port that the server listens on.
The TCP port the server listens on.
The password the Model 8602 uses to log onto or authenticate with the telephone system. The password may be empty.
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Inter-Tel® Model 8602 User Guide
4. Click Next. The Application Settings screen appears.
Inter-Tel® Model 8602 User Guide 9
5. Configure the following application settings.
NOTE
See your system and/or network administrator for the values to complete the following settings.
Configuration
(Default Setting)
Inter-Tel Technical Support E-mail (blank)
Endpoint Audio Interface (the first audio device encountered on the system)
Range/Option/Limit Description
320 alphanumeric characters or less
A valid e-mail address used to send e-mail help requests and problem information to technical support. See your system administrator or your local technical support center.
The audio sources that are detected from the computer
Select the preferred audio interface used for audio in and audio out.
Advanced settings:
If using Windows XP,
select “Custom”
If using Windows Vista,
select “Vista Audio Devices”
Select “Custom” or “Vista Audio Devices” to configure different audio devices for your audio in and your audio out or to have dual ring through separate audio devices. Go to “Configure the Advanced settings.” on
page 12.
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Inter-Tel® Model 8602 User Guide
a. If you select a listed audio source from your computer from the Endpoint audio
interface list, proceed to step 6. If you select Custom (for Windows XP) or Vista Audio Devices (for Windows
Vista) from the Endpoint audio interface list, the Advanced button enables.
Select Advanced to configure different audio devices for your
NOTE
audio in and your audio out or to have dual ring through separate audio devices.
b. Click Advanced. The Advanced Audio Device Interfaces screen appears.
.
Inter-Tel® Model 8602 User Guide 11
c. Configure the Advanced settings.
Configuration
(Default Setting)
Range/Option/Limit Description
Audio-in device interface The full-duplex and/or the
wave-in audio sources that are detected from the computer.
Audio-out device interface The full-duplex and/or the
wave-out audio sources that are detected from the computer.
Ring-out device interface The full-duplex and/or
wave-out audio sources that are detected from the computer.
The preferred audio interface used for audio in.
The preferred audio interface used for audio out.
Audio device for second/ dual ring tones. Note: Dual­ring is automatically enabled, if you are using a headset. This setting becomes your secondary ring-in device audio source.
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Inter-Tel® Model 8602 User Guide
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