Inter-Tel ENDPOINT 8690 User Manual 2

Model 8690
Session Initiation Protocol Mode
User Guide

Notice

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 8690 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
Frequently Asked Questions section on page 111.
For sales, service, or technical support,
contact your local authorized Inter-Tel provider.
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 istered trademarks of Inter-Tel, Incorporated.
Microsoft Microsoft Corporation.
, Axxess®, Enterprise®, Unified Communicator®, and CommSource® are reg-
®
, Windows®, ActiveSync®, and Outlook® are registered trademarks of

PRODUCT DISPOSAL INSTRUCTIONS

This symbol indicates that the product is classified as electrical or electronic equipment and should not be disposed of with other com­mercial or household waste at the end of its working life. For appro­priate disposal and recycling instructions, contact your local recycling authority or Inter-Tel provider.
The Waste of Electrical and Electronic Equipment (WEEE) Directive (2002/96/EC) was established by the European Union to minimize negative impact on the environment, control hazardous substances, and curtail landfill expansion by using the best available recovery and recycling techniques.

Table of Contents

U
Table of Contents
CONTENTS PAGE
FINDING YOUR WAY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Telephone Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About the Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
About SIP Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What You See and Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Software Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Guidelines for Using the Model 8690 Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Endpoint Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Disabling and Enabling ASR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
FINDING YOUR WAY
GETTING STARTED
MOVING ON
GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Configuring VLAN Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using the System Tray Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Installing Software and Firmware Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
©Inter-Tel, Inc. March 2006 printed in US
iii
SING E-MAIL READER
LEARNING MOREUSING UC
CONTENTS PAGE
MOVING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Setting Endpoint Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Using the Voice Mail Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
USING UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Logging On and Off of UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Using UC Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Unified Communicator View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Messages View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Call List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Call Log View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Address Book View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Call Routing View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
USING E-MAIL READER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Using Your Advanced Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Using Main Menu E-Mail Reader Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Recovering Deleted Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Changing Message Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Voice Mail Flowchart (Advanced Mailbox) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
LEARNING MORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Frequently Asked Questions (FAQs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
iv

Finding Your Way

SECTION CONTENTS PAGE
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Endpoint Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Optional USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Message Indicator Lamp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Reset Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Power Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Telephone Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Feature Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Display and Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Unified Communicator Elements . . . . . . . . . . . . . . . . . . . . . . 10
Interface Skins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
About the Operating System. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Input Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
System Memory and Storage. . . . . . . . . . . . . . . . . . . . . . . . . 13
System Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Operating System Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
About SIP Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enterprise Messaging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Automatic Speech Recognition (ASR) . . . . . . . . . . . . . . . . . . 18
What You See and Hear. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Software Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Guidelines for Using the Model 8690 Endpoint. . . . . . . . . . . . . 21
Endpoint Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Adjusting Your Endpoint’s Viewing Angle . . . . . . . . . . . . . . . 22
Using the Speaker and Microphone . . . . . . . . . . . . . . . . . . . . 22
Using the Message Button . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Using a Headset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Setting Up Voice Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . 25
Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . 26
Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Disabling and Enabling ASR. . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
FINDING YOUR WAY
Inter-Tel® Model 8690 User Guide (SIP Mode)
1

WELCOME

Your new Model 8690 endpoint provides access to several features, each of which is described in this guide. The Inter-Tel multi-protocol endpoints support two different
FINDING YOUR WAY
modes of network protocols, and can operate in either Inter-Tel Protocol (ITP) mode or Session Initiation Protocol (SIP) mode. The operating mode determines which fea­tures and options are enabled on the endpoint. This guide is for the Model 8690 end­point operating in SIP mode. If your endpoint is configured to operate in ITP mode, request a copy of the Model 8690 User Guide: Inter-Tel Protocol Mode (part number
550.8116) from your system administrator.

The About This Guide section below lists the different sections in this user guide and describes the type of information you can find there.

ABOUT THIS GUIDE
This guide contains instructions for using the Model 8690 endpoint on the Inter-Tel telephone system. To help you find information more quickly, this guide is divided into six separate sections, as indicated by the tabs. These sections include the follow­ing:
Finding Your Way: This section provides you with a picture of the Model 8690
Getting Started: This section includes basic endpoint and voice mail informa-
Moving On: In this section you’ll learn how to use advanced endpoint and voice
Using UC: This section includes information on how to use the advanced com-
Using E-Mail Reader: This section includes information on how to use the
Learning More: This section outlines how your administrators can help if you
In addition, this guide contains a list of default feature codes (see page 114) and an index (see page 117) for easy reference.
endpoint and includes general information designed to help you find what you need.
tion, and provides instructions on how to perform everyday tasks, such as answering calls, making calls, and using voice mail.
mail features.
munication features available with Unified Communicator
advanced messaging features available with E-Mail Reader.
experience a problem with your endpoint. It also provides you with a list of Fre­quently Asked Questions (FAQs) so you can troubleshoot problems and learn more about the system.
®
(UC).
®
NOTE: Because the telephone system is very flexible and programmable, the proce-
dures for using the features might vary slightly from the descriptions in this guide. If so, your trainer or system administrator can tell you how your system differs and how to use the features.
2
Inter-Tel® Model 8690 User Guide (SIP Mode)

ABOUT YOUR ENDPOINT

Your Model 8690 is a desktop endpoint that uses the technology available with a Per­sonal Data Assistant (PDA). The operating system on the endpoint is a customized version of Microsoft Display (LCD) touch screen that displays a telephone interface with traditional tele­phone elements that include a display, dialpad, feature buttons, and menu buttons. A stylus pen provides access to elements on the interface.
Additional endpoint features include:
Headset Jack: Connects to a headset.
Handset Jack: Connects to a handset.
Two Speakers: Provide audio output.
Message Indicator Lamp: Flashes when you have a waiting message.
Built-In High Fidelity Microphone: Allows you to use the endpoint handsfree.
Hearing Aid-Compatible (HAC) Handset: Allows you to make and receive
calls privately.
Headset/Handset
Jacks
®
Windows® CE .NET 4.2. The Model 8690 has a Liquid Crystal
Speakers
FINDING YOUR WAY
Message Indicator Lamp
Touch Screen
Hearing Aid-Compatible
(HAC) Handset
NOTE: The Model 8690 is not designed to be wall mounted.
Inter-Tel® Model 8690 User Guide (SIP Mode)
Stylus
Microphone
3

Endpoint Connectors

Your Model 8690 endpoint has various connectors that are required for an IP end­point. Two light-emitting diodes (LEDs) on the PC ports and LAN/Power jack indi-
FINDING YOUR WAY
cate link status and the speed of the connections.
The ports and connectors on the Model 8690 endpoint include the following:
External Microphone Jack: Allows you to connect an external microphone to the endpoint.
External Speaker Jack: Allows you to connect an external speaker to the end- point.
Reset Button: If your endpoint is equipped with a reset button, it allows your administrator to restore default settings (see page 6 for details).
Compact Flash (CF) Port: Allows you to connect a CF memory card if addi­tional memory is needed.
Personal Computer Memory Card International Association (PCMCIA) Port: Allows you to connect a PCMCIA memory card if additional memory is
needed.
LAN/PWR Jack: Connects the endpoint to a network hub/switch and the power supply.
Universal Serial Bus (USB) Client Port: Connects the endpoint to a host com-
puter running ActiveSync
®
.
USB Host Port: Allows you to connect a keyboard, mouse, or other USB device to your endpoint.
Three PC Ports: Allows you to connect your PC or any other 10/100 Ethernet device to your endpoint.
Back
RESET BUTTON
LEDs
PCs 1, 2, and 3
USB CLIENT
USB HOST
4
MIC SPKR
PCMCIA
LAN/PWR
CF
Inter-Tel® Model 8690 User Guide (SIP Mode)

Optional USB Devices

You can connect a standard USB device to your Model 8690 endpoint using a stan­dard USB cable (not included) connected to the USB host port on the back of the end­point (see page 4). The operating system will automatically detect the device when the endpoint is powered on.
If you connect a USB keyboard, you can configure the keyboard properties under Start - Settings - Control Panel ­connect a mouse. You can configure mouse properties under Start - Settings - Control Panel -
If you would like to connect both a mouse and a keyboard to the endpoint, you will need to use two USB cables. First connect the mouse to the keyboard and then con­nect the keyboard to the USB host port on the endpoint. The operating system recog­nizes all daisy-chained USB devices.
Mouse.

Message Indicator Lamp

The Message Indicator lamp (located at the top, right corner of the endpoint) flashes whenever there is one or more waiting messages. In addition, the display indicates the number of messages you have waiting. See page 23 for instructions on retrieving mes­sages.
NOTE: By default, the message lamp is programmed to light when you receive a new
voice mail message. However, this lamp can be programmed for other functions. Check with your system administrator if you are unsure what your endpoint’s lamp is pro­grammed to indicate.
FINDING YOUR WAY
Keyboard. You can also use the USB host port to
If desired, you can program the endpoint so that the message lamp does not flash, even when new messages are waiting. For details, see page see (see page 34).
Inter-Tel® Model 8690 User Guide (SIP Mode)
5

Reset Button

If your endpoint is equipped with a reset button on the back, pressing it immediately shuts down the operating system and any applications that are currently running on
FINDING YOUR WAY
the endpoint, the screen goes blank, and the default settings are restored. After a few moments the operating system restarts and the client application re-opens when net­work connectivity is re-established.
CAUTION
Do not press the Reset button on your endpoint unless you are told to do so by your system or network administrator. Desktop shortcuts and any preferences
that have not been saved in the registry are lost when you press the Reset button. In addition, the endpoint will require additional programming to restore it to its previ­ous operational state.

Power Requirements

The Model 8690 should remain powered on at all times. The endpoint receives power from an individual power supply unit. It is important to use a power supply unit that is compatible with the endpoint. The Inter-Tel Universal Power Supply (part number
806.1119) is compatible with the Model 8690 endpoint and is available through Inter-
Tel’s CommSource
It is recommended that you plug your endpoint’s power supply unit into an Uninter­ruptible Power Supply (UPS). If your endpoint’s power supply unit is not plugged into a UPS and the power fails, the current call will be dropped.
®
division.
NOTE: Contact your network administrator to order a new power supply unit for your
endpoint.
Your system may be configured to use a centralized power source (power over Ether­net) as a backup power source. Your network administrator will explain how to con­nect your endpoint to the centralized power source. If your power supply unit fails and your system is running power over Ethernet, you will be able to use the audio portion only of the endpoint. Power over Ethernet does not support the display portion of the endpoint.
6
Inter-Tel® Model 8690 User Guide (SIP Mode)

TELEPHONE INTERFACE

The Model 8690 user interface contains elements that simulate a traditional Inter-Tel six-line display endpoint. These elements allow you to place and receive calls and access telephone and voice mail features from the Model 8690 just like a conventional Inter-Tel endpoint. The interface includes the following elements:
Navigation buttons: Provide access to UC views (see page 10).
Six-line display: Provides extension and system information and a menu for
accessing additional options or features.
Menu buttons: Allow you to scroll through options and make selections based on the active feature.
Dialpad buttons: Allow you to enter numbers and letters.
Feature buttons: Provide quick access to various telephone and voice mail fea-
tures.
Navigation
Buttons
Extension and Name
FINDING YOUR WAY
25698 SALLY USER
Display
Feature Buttons
Menu Buttons
Alphanumeric
Dialpad Buttons
Navigation
Buttons
OUTGOING
DND
NOTE: The instructions throughout this user guide assume that you are using the sty-
lus with the endpoint. When you are instructed to “press” an area on the screen, gently tap the appropriate area of the touch screen with the stylus.
Inter-Tel® Model 8690 User Guide (SIP Mode)
7

Feature Buttons

The feature buttons are designed to automate some of the commonly-used functions, such as dialing an outside number. Each of these is described in the table below.
FINDING YOUR WAY
BUTTON IF YOU... YOU CAN... PG.
Mute
Fwd
Answer
Speaker
Outgoing
Hold
Message
Volume Up
Volume Down
Auto Dial
Press Mute Mute the microphone. 22
Press Fwd Forward your calls. 48
Press Answer Answer a call. 45
Press Speaker Put a call on the speaker. 22
Press Outgoing and dial the number
Press Hold Put a call on hold. 46
Press Message Listen to a message. 23
Press the Up or Down Volume arrow
Press the Auto Dial button (@) Enable/disable the UC auto dial
Place an outgoing call. 44
Adjust volume during a call. 58
feature.
In addition to the buttons identified in the preceding table, your endpoint has a Spe­cial button ( ). Depending on how your telephone system is configured, you may need to press this button before you dial a feature code. Consult your system adminis­trator if you have questions about how your system is configured.
35
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Inter-Tel® Model 8690 User Guide (SIP Mode)

Display and Menu

The six-line display area of the interface provides basic system information as well as a menu to access more advanced endpoint features. The first line of the display con­tains the extension and name of the user. The lower four lines of the display contain menu options that change according to the feature that you are currently using. To select an option on the menu, press the menu button closest to it. If there is only one option on a line, you can press the button on either side. (You can also select the text in the display.)
Because the menu display can only support 16 characters, you may see a few abbrevi­ations. The most commonly used abbreviations are provided in the table below
ABBREVIATION WORD/PHRASE
CNF Conference DEST Destination DND Do-Not-Disturb EXT Extension MSG Message RCL Recall TFR Transfer
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Inter-Tel® Model 8690 User Guide (SIP Mode)
9

Unified Communicator Elements

Unified Communicator (UC) is a productivity tool designed to help you manage your
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communication effectively. UC allows you to interact with the software through per­sonal computers, desktop endpoints, cell phones, handheld organizers, and speech. With multiple interfaces, you can access features and functionality, no matter where you are.
The UC elements on the telephone interface consist of the system tray icon in the sys­tem tray and the navigation buttons on the telephone interface. Information about these elements appears below. For instructions on how to use UC features and options on your endpoint, see page 69.
System Tray Icon
When the client application is running, the system tray icon appears in the Windows system tray. The system tray is located in the lower-right portion of the taskbar near the clock. If you press the icon, the system tray menu is displayed. For menu options and instructions, see page 30.
The system tray icon represents the current UC status as one of the following:
You are not currently logged on to UC.
You are currently logged on to UC and your status is available.
You are currently logged on to UC and your status is unavailable.
Navigation Buttons
The navigation buttons on the interface provide access to UC views. Pressing a navi­gation button highlights the button and displays the associated view. Pressing the but­ton again closes the view. At any time, you can press the navigation buttons to return to the display or dialpad.
Unified Communicator: Provides access to advanced UC features (see page 69).
Messages: Displays a list of various messages (see page 78).
Call List: Displays a list of your current calls (see page 79).
Call Log: Allows you to view a history of your recent calls (see page 83).
Address Book: Allows you to store and manage contact information (see
page 87).
Call Routing: Allows you to enable and disable call routing rules (see page 93).
Display or Dialpad
®
10
NOTE: The names for the navigation buttons may vary slightly depending on the skin
that you are using. The instructions in this user guide assume you are using the default skin (Globe).
Inter-Tel® Model 8690 User Guide (SIP Mode)

Interface Skins

You can customize your endpoint’s appearance by selecting a “skin” and applying it to the interface. All skin options include navigation buttons, a display, a dialpad, and feature buttons. Skin options for the interface are shown below.
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Facets
Heavy Metal
Retro
Globe
(Default Skin)
Flower Power
To select an interface skin:
1. Press the system tray icon (see page 10), then select Options from the menu.
The Options dialog box opens to the Session tab.
2. Press the Appearance tab, then enable the Specify alternate appearance
option.
3. Press Browse to navigate to the program folder where the desired skin is stored,
and select the skin specification file. (The specification file has an.xml file extension.)
4. Press OK.
Inter-Tel® Model 8690 User Guide (SIP Mode)
11

ABOUT THE OPERATING SYSTEM

The operating system on the Model 8690 is a customized version of Microsoft Win-
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dows CE .NET v4.2. When you first power up your endpoint, the screen remains blank for approximately 10 seconds. After this period, the Windows CE .NET desktop appears, followed by the Loading Application Appearance dialog box. This dialog box signals that the telephone application is launching. Once it has launched, the tele­phone interface (see page 7) covers the entire desktop except the taskbar.
To minimize the telephone interface and access the desktop area of the screen, press the telephone icon or the Show Desktop icon located on the taskbar as shown below. When you minimize the interface, you have access to the desktop. To restore the interface, press either icon again.
Telephone Application Icon
The version of Windows CE .NET running on the Model 8690 has been customized specifically for the endpoint. This version is different from Windows PC operating systems and Windows handheld/mobile device operating systems. When using Win­dows CE .NET, you may notice the following differences:
The Windows Viewer applications that are included in the operating system do not have the full functionality that their counterparts do on Windows PC operat­ing systems. These applications include Word, Excel, PowerPoint, Media Player, and Internet Explorer.
A range of applications, tools, and functionality normally included in PC operat­ing systems, such as Microsoft Outlook included with Windows CE .NET.
Some applications will not work with Windows CE .NET. Before running an application, make sure it is compatible with Windows CE .NET.
Because Windows CE .NET has limited RAM available for executing programs, you may experience much slower processing times than you are accustomed to on your desktop PC.
Taskbar
®
, administrator tools, fonts, etc., are not
Show Desktop Icon
12
Inter-Tel® Model 8690 User Guide (SIP Mode)

Input Panel

The operating system includes an on-screen keyboard function called the Input Panel. When a feature requires you to enter characters, the Input Panel pops to the front of the screen. To access the Input Panel, press the Input Panel icon ( ) located in the far-right corner of the taskbar. Then select cate the Input Panel by pressing the title bar with the stylus and dragging it to another area of the screen. To hide the Input Panel, press the Input Panel icon and then press
Hide Input Panel.
If you connect an external keyboard to your endpoint (see page 5), it is recommended that you disable the Input Panel.
To disable the Input Panel:
1. Press Start - Settings - Control Panel.
2. Double-press Input Panel.
3. Disable the Allow applications to change the Input Panel state option.
4. Press OK.
5. Save the registry (see page 14) and reset your endpoint.

System Memory and Storage

The Model 8690 ships with 128 MB of RAM and 64 MB of flash RAM. The tele­phone application is pre-loaded on the device, and you have approximately 5 MB of RAM available for use.
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LargeKB (large keyboard). You can relo-
The Model 8690 does not have a built-in hard drive. Storage memory will not survive a reset or an upgrade to the operating system unless the files are stored in the Mounted Volume folder on the endpoint (My Com­puter\Mounted Volume) or on a host that is accessible from the Model 8690.
Desktop shortcuts and any preferences that have not been saved in the registry (including UC preferences) will be lost if you upgrade the operating system or if the endpoint resets.
You can view the available amount of system memory using the System Properties dialog box. System memory is divided into Storage Memory (see caution above) and Program Memory. Program Memory is used for executing programs.
To view system memory:
1. Press Start - Settings - Control Panel.
2. Double-press System.
3. Select the Memory tab.
NOTE: While using the Memory tab, you can re-assign the system memory. Check
with your network administrator before adjusting this.
Inter-Tel® Model 8690 User Guide (SIP Mode)
CAUTION
13

System Registry

The information stored in the Windows CE .NET registry is not accessible. The regis­try contains a number of settings and preferences that are saved in two separate loca-
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tions for backup purposes.
To safeguard registry settings, it is recommended that you save the registry after you make changes to operating system preferences using the Control Panel, and to UC preferences using the system tray menu. If the endpoint loses power during a registry update, the registry will be destroyed. However, the last saved version of the registry can be recovered upon reboot.
Saving the registry takes approximately 60 seconds to complete. To avoid locking up the endpoint, do not make additional changes to your preferences until the “Registry Saved Successfully” dialog box is displayed.
NOTE: Normally, the endpoint should remain powered on at all times. If your system or
network administrator tells you to power off your endpoint, it is recommended that you save the registry first.
To save registry settings:
1. Press Start - Programs - Save Registry.
2. Press Yes to save registry settings.
When the “Registry Saved Successfully” message appears, press
OK.

Operating System Help

A help file is provided with the Windows CE .NET operating system and can be accessed under the Start menu. The information in this file is provided by Microsoft and is limited to Windows CE .NET and the viewer applications that come with the operating system. Because the operating system has been customized, some of the information provided in this file may not apply to your endpoint. See page 39 for more information about accessing the help files created specifically for the endpoint and UC.
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Inter-Tel® Model 8690 User Guide (SIP Mode)

ABOUT SIP MODE

Your endpoint allows you to communicate with other devices on your network using a text-based standards protocol called Session Initiation Protocol (SIP). SIP is used for initiating interactive communication sessions, which includes establishing, maintain­ing, and terminating calls between two or more network endpoints (digital endpoints, wireless endpoints, SIP-enabled computer applications, etc.).
The Inter-Tel telephone system supports all of the Inter-Tel SIP-enabled devices and applications including UC v2.1 and later. UC is fully integrated with the telephone and voice mail systems to provide you with a variety of advanced endpoint features. When you use UC with your SIP-enabled endpoint, you receive a combination of mobility, flexibility, and advanced communication features. For more information about Unified Communicator, see the latest version of the Unified Communicator 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.
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Inter-Tel® Model 8690 User Guide (SIP Mode)
15
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 cus-
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tomize your personal mailbox options, and access advanced messaging features. See page 95 for information and instructions about using E-Mail Reader features. For a voice mail flowchart for advanced mailbox users, see page 107.
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 123.
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 17.
®
Messaging (EM) voice mail system, you also have
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 section as well as the Getting Started and Moving On sec­tions of this guide:
Initializing your mailbox (see page 24)
Recording your personal greetings (see page 25)
Recording your voice mail directory name (see page 26)
Accessing your mailbox (see page 27)
Disabling and enabling ASR (see page 28)
Accessing voice mail messages (see page 50)
Recording and sending voice mail messages (see page 53)
Canceling unheard voice mail messages (see page 55)
Changing your mailbox password (see page 60)
Changing the call screening transfer method (see page 62)
Programming a fax destination (see page 63)
Changing the message search order (see page 63)
Programming remote messaging (see page 64)
Screening calls (see page 66)
Using the voice mail directory (see page 67)
16
NOTE: Voice mail displays are not supported in SIP mode, however audio prompts are
supported.
Inter-Tel® Model 8690 User Guide (SIP Mode)

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 16). For more information about ASR, see page 18.
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 the Using E- Mail Reader section, starting on page 95.
Consult your voice mail administrator to see if ASR and/or E-Mail Reader is enabled for your mailbox.
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NOTE: EM also includes Unified Messaging inbound and outbound faxing capabilities.
For information and instructions about Unified Messaging features, see Issue 2.3 of the Unified Messaging User Guide, part number 550.8121.
Inter-Tel® Model 8690 User Guide (SIP Mode)
17

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 differ-
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ent 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 press a dialpad button to complete a task, then ASR is enabled for your mailbox. If you are only prompted to press a dialpad button, ASR is not enabled for your mailbox. If your mailbox is not ASR-enabled, you can still navigate the menus and perform tasks by pressing the appropriate dialpad buttons 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 press the dialpad buttons each time.
Use the handset when issuing spoken commands. Your endpoint’s speaker can pick up background noise and other sounds, which may cause the system to mis­interpret a command.
When you use the dialpad buttons to complete a task, you are sometimes prompted to press 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 press the appropriate dialpad buttons.
You cannot use ASR to set up your e-mail password (see page 99). For security reasons, you must enter your e-mail password characters by pressing the appro­priate dialpad buttons. 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 buttons; 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.
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Inter-Tel® Model 8690 User Guide (SIP Mode)

WHAT YOU SEE AND HEAR

Your Model 8690 endpoint and the telephone system come equipped with many fea­tures. To help you understand what everything means, it is recommended that you read the following information before you use your endpoint:
The endpoint has a 640x480 pixel LCD touch screen. To access the elements on the screen, use the stylus that is shipped with the endpoint. When you are instructed to “press” an area on the screen, gently tap the appropriate area of the touch screen with the stylus.
To “right-click” an element on the screen, press and hold the stylus on an icon. A ring of black dots appears indicating a right mouse click, and the “right-click” menu appears.
If the endpoint remains idle for more than four hours, the backlight on the screen will time out and the screen will go dark (see page 31 to change the default back­light timeout). To “wake” the screen, either lift the handset or touch the screen. The display automatically “wakes” when you make or receive a call.
To enter letters and numbers when using basic endpoint features, use the dialpad on the interface. To switch to alphanumeric mode from numeric mode, press
Message. If the Message Indicator lamp is lit, you are in alphanumeric mode,
which allows you to enter letters. If the Message Indicator lamp is unlit, you are in numeric mode and can only enter numbers and special characters. When enter­ing letters and numbers, to backspace press ward space, press
The telephone application’s audio feature has priority over the operating system’s audio feature. For example, if you are running Windows Media Player to play music and your endpoint receives a call, the audio for Media Player is cut off, and audio output switches to the call. When the call ends, audio is switched back to Media Player. You can configure audio properties under Start - Settings - Con­trol Panel -
If you hear four fast tones or repeating fast tones, you have pressed an invalid button combination, tried to select a restricted line, dialed a restricted or invalid number, dialed too slowly between digits, or waited too long before performing the next step. Hang up and try again.
Fwd.
Volume & Sounds.
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Mute to backspace. To insert a for-
NOTE: If you dial a valid extension and you hear four fast tones, the extension
you dialed is in DND. If you dial a valid extension and you hear repeating fast tones, the extension is busy. You can send a message (see page 23) if the exten­sion has an associated voice mailbox.
Inter-Tel® Model 8690 User Guide (SIP Mode)
19
Your telephone system may be programmed for one or two dial tones. Systems with two dial tones have one for intercom calls and one for outside calls.
Many features “time out” if you wait too long before performing the next step. If
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this happens, you must hang up and start over.
Off-hook” means that the handset is lifted and “on-hook” indicates that the hand­set is in the cradle. For example, you must first go “off-hook” to make a call, but you must go “on-hook” to end a call.

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 8690 endpoint 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
®
®
v2.1 and later
Messaging v1.0 and later
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Inter-Tel® Model 8690 User Guide (SIP Mode)

GUIDELINES FOR USING THE MODEL 8690 ENDPOINT

It is recommended that you read the following guidelines before using your Model 8690:
Consult your system administrator and your local Inter-Tel servicing company for important information about dialing emergency services from your Model 8690 before you begin using it.
There can only be one memory card (PCMCIA or CF) inserted when you power on the endpoint. If you use both types of memory cards, remove one card before powering up the endpoint.
Generally the endpoint should remain powered on at all times. Do not power down the endpoint unless you are instructed to do so by your network administra­tor. If you are instructed to power down your endpoint, save the registry first (see
page 14). If you do not save the registry, your preferences will be lost when you
power down the endpoint.
Consult your network administrator before setting options in the Advanced sub­menu (see page 37). Although you can access these options from the system tray menu, you should not use them unless your network administrator has supplied you with all of the network settings and additional information that are required.
Periodically, the endpoint checks for software upgrades. When an upgrade is available, the Software Upgrade dialog box opens, and you are prompted to install the upgrade. You must take certain precautions to safeguard data and preferences before performing an upgrade to the operating system. See
page 40 for important information about installing software upgrades.
To avoid a flash memory conflict, do not make or receive calls while upgrading the operating system.
Because the Model 8690 does not contain a battery, any data and/or files in stor- age memory that are not saved in the Mounted Volume folder will be lost when the device looses power.
Because the Model 8690 has a limited storage capacity, it is recommended that you save applications and data on a host, such as a desktop PC or a memory card (see page 4) that is accessible from the endpoint. For example, using a 128 MB Compact Flash memory card significantly increases the available storage on the
8690. Any data or files saved on the memory card will be saved even if the end­point loses power or resets.
Before you begin using UC on your endpoint, note that some options must be changed or implemented from the UC Web Client on your PC (see page 71). You can not access the UC Web Client URL from your endpoint’s browser.
For additional information about WindowsCE.NET, go to www.microsoft.com/windows/embedded/ce.net/default.asp.
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Inter-Tel® Model 8690 User Guide (SIP Mode)
21

ENDPOINT BASICS

Before you begin using your endpoint, take a moment to learn how to complete basic
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Adjusting Your Endpoint’s Viewing Angle

Using the Speaker and Microphone

tasks such as adjusting the angle of the endpoint, using the speaker and the micro­phone, and using a headset.
Your Model 8690 endpoint has an adjustable base that allows you to tilt it to enhance the viewing angle.
To adjust the viewing angle of the endpoint:
If you are not using a headset, you can talk handsfree using your speaker and micro­phone. The microphone has a mute feature, which, when enabled, allows you to hear the other party but they cannot hear you. (This does not put the party on hold.) You can also use the speakerphone for on-hook dialing, and the Group Listen feature.
Mute Button
To mute the microphone:
Press
To turn the mute feature off:
Press
1. Position the bottom of the endpoint’s base on a flat surface.
2. Tilt the endpoint to the desired angle.
3. Place the “feet” of the support mechanism in the holes on the base to secure the
position of the endpoint.
Mute or the MUTE menu button.
Mute or the UNMUTE menu button.
22
Group Listen Using the Speaker
With the Group Listen feature, you can transmit a conversation over the speaker while you use the handset to continue speaking. This allows other people to hear the caller while the caller can only hear you.
NOTE: You cannot use this feature on a handsfree call. You must be on a call using
the handset before entering the feature code.
To turn the group listen feature on or off during a call:
Press and dial . You hear a confirmation tone and the display shows GROUP LISTEN ON or GROUP LISTEN OFF. (The other party will not hear the confirmation tone.)
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Inter-Tel® Model 8690 User Guide (SIP Mode)

Using the Message Button

In today’s busy world, it’s almost guaranteed that someone will call you while you are on another call, away from your work station, or in DND. When this occurs, the other party can leave a message for you. When you have received a message from another party, your endpoint’s Message Indicator lamp flashes. When you press call is automatically placed to the calling endpoint or voice mail system to retrieve the message.
Retrieving Messages
To retrieve a message (Message Indicator lamp is flashing):
Lift the handset and press message center that left the message. (See page 27 for information about accessing your mailbox.)
Message. A call is automatically placed to the endpoint or

Using a Headset

With an electret headset, you can talk on the endpoint handsfree, without using your speaker and microphone.
NOTE: If your headset has a power-saver mode, make sure the system administrator
has the Headset Connect Tone flag enabled in the telephone system. If this flag is not enabled, you may miss the first few seconds of incoming calls.
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Message, a
To connect a headset:
1. Insert the headset plug into the headset jack.
2. With the handset in the cradle, dial (Headset On feature code) or
3 1 7
dial (Headset On/Off feature code). The display shows HEAD­SET MODE ON.
NOTE: If using a headset, press Speaker to connect and disconnect calls.
To disconnect a headset:
1. Unplug the headset cord from the headset jack.
2. With the handset in the cradle, dial (Headset Off feature code) or
3 1
dial (Headset On/Off feature code). The display shows HEAD­SET MODE OFF.
NOTE: If you have both a headset and handset connected to your endpoint and you
are using the headset, you can quickly transfer audio to the handset by lifting the hand­set from the cradle. Press Speaker to transfer the call back to the headset before replacing the handset in the cradle.
Inter-Tel® Model 8690 User Guide (SIP Mode)
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3 1
7
6
23

SETTING UP VOICE MAIL

To begin using your mailbox you will need to complete a few basic set-up procedures
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Initializing Your Mailbox

to initialize your mailbox, customize your personal greetings, and record your voice mail directory name. Although voice mail displays are not supported in SIP mode, audio prompts are supported.
NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may
have the Automatic Speech Recognition (ASR) feature enabled. When ASR is enabled for your mailbox, you have the option of issuing a spoken command or pressing a dial­pad button. See page 18 for ASR guidelines.
ALSO: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 95 for information and instructions about using E-Mail Reader features.
To access voice mail, the first thing you need to do is initialize your mailbox. This allows you to change the default password for your mailbox, record your name for the company directories, and listen to the voice mail introduction.
To initialize your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
NOTE: If you do not know the voice mail extension number, check with your voice
mail administrator.
24
Say “Login” or press to identify yourself as a subscriber.
2.
3. Say or enter your mailbox number using the dialpad buttons.
4. Enter your default password using the dialpad buttons.
*
NOTE: Your mailbox number is your default password.
If you want a password, say or enter a new password using digits 0-9 (up to 12 digits). Then press . The messaging system plays back your password.
If you do not want to use a password, just say “Skip” or press .
5. Say “Accept” or press to accept the entry or say “Erase” or press to
#
#
#
3
re-enter your password. The system prompts you to record your directory name.
Inter-Tel® Model 8690 User Guide (SIP Mode)
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