Inter-Tel ENDPOINT 8690 User Manual

Model 8690

®

Inter-Tel 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 on page 135.

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:

[e-mail]

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

FINDING YOUR WAY

U

Table of Contents

Table of Contents

CONTENTS PAGE

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 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Disabling and Enabling ASR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

GETTING STARTED

MOVING ON

GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configuring VLAN Ports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using the System Tray Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Installing Software and Firmware Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Placing Calls On Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Using Reverse Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

SING E-MAIL READER

LEARNING MOREUSING UC

MOVING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Setting Endpoint Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

©Inter-Tel, Inc. April 2005 printed in US

iii

CONTENTS PAGE

Speed Dialing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Using Record-A-Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Performing a “Hookflash” During a Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Using Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Screening Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Using the Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Programming Remote Feature Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Requesting Agent Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Working in Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

USING UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Logging On and Off of UC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Using UC Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Unified Communicator View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Messages View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Call List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Call Log View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Address Book View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Call Routing View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

USING E-MAIL READER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Using Your Advanced Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Accessing Fax Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Recovering Deleted Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Changing Message Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Voice Mail Flowchart (Advanced Mailbox) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

LEARNING MORE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

What the Administrators Can Do for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Frequently Asked Questions (FAQs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

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 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

Displaying Information on Your Endpoint . . . . . . . . . . . . . . . . 22

Using the Speakers and Microphone . . . . . . . . . . . . . . . . . . . 23

Using the Message Button . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Using a Headset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Setting Up Voice Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . 27

Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . 28

Accessing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Disabling and Enabling ASR. . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

FINDING YOUR WAY

Inter-Tel® Model 8690 User Guide (ITP Mode)

1

WELCOME

Your new Model 8690 endpoint provides access to several features, each of which is

FINDING YOUR WAY

described in this guide. The Inter-Tel multi-protocol endpoints support two different
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 ITP mode. If your endpoint is configured to operate in SIP mode,
request a copy of the Model 8690 User Guide: Session Initiation Protocol Mode (part
number 550.8025) 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 139) and an
index (see page 143) 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 (ITP 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 (ITP 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: Resets the connection to the network.

• Compact Flash (CF) Port: Allows you to connect a CF memory card if addi-

tional 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 (ITP 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 25 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 (ITP Mode)

5

Reset Button

The Reset Button on the back of the endpoint immediately shuts down the operating
system and any applications that are currently running on the endpoint. When the

FINDING YOUR WAY

Reset Button is pushed, 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 (ITP 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 endpoint 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

Time, Day, Date

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25698 SALLY USER

10:15 THUR SEP 4

Display

Menu Buttons

OUTGOING

DND
DIRECTORY
OTHER FEATURES

Feature
Buttons

Alphanumeric

Dialpad Buttons

Navigation

Buttons

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 (ITP 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.

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BUTTON IF YOU... YOU CAN... PG.

Mute

Fwd

Answer

Speaker

Outgoing

Hold

Message

Volume Up

Volume Down

Auto Dial

Press Mute Mute the microphone. 23

Press Fwd Forward your calls. 54

Press Answer Answer a call. 46, 48

Press Speaker Put a call on the speaker. 23

Press Outgoing and dial
the number

Press Hold Put a call on hold. 50

Press Message Leave or listen to a message. 24

Press the Up or Down Volume
arrow

Press the Auto Dial button (@) Enable/disable the auto dial feature. 37

Place an outgoing call. 47

Adjust volume. 68

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.

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Inter-Tel® Model 8690 User Guide (ITP 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.w

ABBREVIATION WORD/PHRASE

ACCT CODE Account Code
CNF Conference
DEST Destination
DIR Directory
DND Do-Not-Disturb
EXT Extension
MSG Message
RCL Recall
SPKR Speaker
SPKRPHN Speakerphone
STN SPD Station Speed Dial
SYS SPD System Speed Dial
TFR Transfer
TG Trunk Group (a group of outside lines)
TRNK Trunk (an outside line)

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Inter-Tel® Model 8690 User Guide (ITP 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 93.

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 35.

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 96).

•

Messages: Displays a list of various messages (see page 103).

•

Call List: Displays a list of your current calls (see page 103).

• Call Log: Allows you to view a history of your recent calls (see page 107).

•

Address Book: Allows you to store and manage contact information (see

page 111).

•

Call Routing: Allows you to enable and disable call routing rules (see page 117).

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 (ITP 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 a skin for the interface:

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 (ITP 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

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Inter-Tel® Model 8690 User Guide (ITP 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).

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 (ITP 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 41 for
more information about accessing the help files created specifically for the telephone
and UC.

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Inter-Tel® Model 8690 User Guide (ITP Mode)

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 119 for information and instructions about using E-Mail Reader fea­tures. For a voice mail flowchart for advanced mailbox users, see page 131.

• 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 149.

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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

Inter-Tel® Model 8690 User Guide (ITP Mode)

®

Messaging (EM) voice mail system, you also have

15

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 sec-

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tions of this guide:

• Initializing your mailbox (see page 26)

• Recording your personal greetings (see page 27)

• Recording your voice mail directory name (see page 28)

• Accessing your mailbox (see page 29)

• Disabling and enabling ASR (see page 30)

• Accessing voice mail messages (see page 57)

• Recording and sending voice mail messages (see page 60)

• Canceling unheard voice mail messages (see page 62)

• Changing your mailbox password (see page 71)

• Changing the call screening transfer method (see page 73)

• Programming a fax destination (see page 74)

• Changing the message search order (see page 74)

• Programming remote messaging (see page 75)

• Screening calls (see page 82)

• Using the voice mail directory (see page 84)

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Inter-Tel® Model 8690 User Guide (ITP 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 15). 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 119.

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 (ITP 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 digit to complete a task, then ASR is enabled for your mailbox. If you are
only prompted to press 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
pressing 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
press the dialpad digits 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.

• Voice mail command words are shown on display endpoints. If your endpoint has
a display and you don’t hear the command word when the prompt is announced,
look at the display for the appropriate voice command.

• When you use the dialpad digits 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 digits.

• You cannot use ASR to set up your e-mail password (see page 123). For security
reasons, you must enter your e-mail password characters by pressing 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.

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Inter-Tel® Model 8690 User Guide (ITP 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 33 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.

• 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
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.

Fwd.

Volume & Sounds.

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Mute to backspace. To insert a for-

Inter-Tel® Model 8690 User Guide (ITP Mode)

19

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

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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

®

5000 system software v1.0 and later

®

system software v8.1 and later

• Unified Communicator

• Enterprise

®

®

v2.1 and later

Messaging v1.0 and later

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Inter-Tel® Model 8690 User Guide (ITP Mode)

GUIDELINES FOR USING THE MODEL 8690 ENDPOINT

It is recommended that you read the following guidelines before using your Model
8690 endpoint:

• 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 39). 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 42 for important information about installing software upgrades.

• To avoid a flash memory conflict, do not make or receive calls while upgrading
the operating system. See page 42 for important information about installing soft­ware upgrades.

• 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 5) that is accessible from the endpoint. For example, using a 128 MB
Compact Flash memory card significantly increases the available storage on the
Model 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 95). You
cannot access the UC Web Client URL from your endpoint’s browser.

For additional information about Windows CE .NET, go to
www.microsoft.com/windows/embedded/ce.net/default.asp.

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Inter-Tel® Model 8690 User Guide (ITP 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

Displaying Information on Your Endpoint

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:

Your Model 8690 endpoint has two lines of display that contain system and call infor­mation, such as the date and time or the outside party’s name/number.

Date, Time, Name, and Extension Number

You can temporarily display the system date and time, your username, and your
extension number at any time.

To show the date and time display (while on a call, in DND, etc.):

Press and dial

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.

3 0 0

.

22

Outside Party’s Name/Number

If you are currently connected to an outside caller with Caller ID, you can toggle
between displaying the caller’s name and number.

To show the outside party’s name:

Press and dial

NOTE: If there is no outside party name available, the display shows CANNOT

ACCESS FEATURE.

3 7 9

.

Inter-Tel® Model 8690 User Guide (ITP Mode)

Using the Speakers and Microphone

If you are not using a headset, you can talk handsfree using your speakers 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, call monitoring, and background
music.

Mute Button

To mute the microphone:

Mute or the MUTE menu button.

Press

To turn the mute feature off:

Press

Mute or the UNMUTE menu button.

NOTE: The Mute button is also used to backspace when you are using the dialpad to

input letters or numbers.

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.

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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.)

Inter-Tel® Model 8690 User Guide (ITP Mode)

3 1 2

23

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

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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

Message, a

call is automatically placed to the calling endpoint or voice mail system to retrieve the
message.

When you leave a message, you can:

• Have the called party return your call. When the party you called responds to
the message indication, a call is automatically placed to your endpoint.

• Leave a message with the called party’s message center, (which can be a per­son or voice mail). When the party you called responds to the message, a call is

automatically placed to his or her message center instead of your endpoint.

To indicate that a message is waiting, the

Message button and the Message Indicator

lamp flash, and the display shows the number of waiting messages.

Leaving Messages

To leave a station message while on an intercom call: Press Message or the LEAVE

MESSAGE

To leave a voice mail message while on an intercom call: Press

LEAVE MESSAGE menu button and wait for the message center to answer.

To leave a silent message without placing an intercom call:

1. Press Message and then press the LEAVE MESSAGE menu button.

2. Dial the desired extension number and hang up.

To cancel a message that you left at another endpoint:

1. Press Message and then the CANCEL MESSAGE menu button.

2. Dial the extension number of the endpoint where you left the message.

menu button and hang up.

Message or the

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Inter-Tel® Model 8690 User Guide (ITP Mode)