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:
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
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
FINDING YOUR WAY
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.
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. 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.
8
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)
FINDING YOUR WAY
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
FINDING YOUR WAY
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-
FINDING YOUR WAY
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 (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-
FINDING YOUR WAY
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.
14
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-
FINDING YOUR WAY
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)
16
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-
FINDING YOUR WAY
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.
18
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
FINDING YOUR WAY
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
20
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
24
Inter-Tel® Model 8690 User Guide (ITP Mode)
Retrieving Messages
To retrieve a message (Message Indicator lamp is flashing):
Lift the handset and press
message center that left the message. (See page 29 for information about accessing
your mailbox.)
To select the message you want to answer first:
1. With the handset in the cradle, press the VIEW MESSAGE menu button to view
the waiting message. If more than one message is waiting, scroll to the desired
message using the
arrow) or
2. Press the REPLY menu button to respond to the desired message.
low (down arrow) end of the Volume button.
To cancel a waiting message:
1. Press Message or the VIEW MESSAGE menu button to view the message to be
canceled.
2. Press or the DELETE menu button to cancel the displayed message.
*
Using a Headset
With an electret headset, you can talk on the endpoint handsfree, without using your
speaker and microphone.
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Message. A call is automatically placed to the endpoint or
PREVIOUS or NEXT menu buttons or press the high (up
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.
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 7
dial (Headset On/Off feature code). The display shows HEADSET MODE OFF.
NOTE: If you have both a headset and a 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 (ITP Mode)
3 1 5
3 1 6
25
SETTING UP VOICE MAIL
To begin using your mailbox you will need to complete a few basic set-up procedures
FINDING YOUR WAY
Initializing Your Mailbox
to initialize your mailbox, customize your personal greetings, and record your voice
mail directory name.
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 119 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.
Say “Login” or press to identify yourself as a subscriber.
2.
3. Say or enter your mailbox number using the dialpad digits.
4. Enter your default password using the dialpad digits.
*
26
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 (ITP Mode)
6. After the tone, record your first and last name.
7. When prompted, do one of the following:
• Say “Accept” or press
• Say “Replay” or press
• Say “Append” or press
• Say “Re-record” or press
again to accept the name.
#
1
to replay the name you just recorded.
2
to add to your name.
3
to erase and re-record your name.
NOTE: The system then plays a prompt that introduces you to the basic voice mail
system features. You can skip this introduction by saying “Skip” or by pressing
, if desired.
#
Recording Your Personal Greetings
You can store two different personal greetings in your voice mailbox: a primary and
an alternate. You may change or choose to use either greeting at any time. You can
then select which greeting you want played when a caller reaches your voice mailbox.
Because the purpose of this greeting is to tell callers why they have reached your
voice mailbox, you should include the following information:
• Whether or not you are in the office and where you can be reached
• When you will be returning calls
• For callers who do not wish to leave a message, how to exit voice mail (press
0
to return to the operator)
The following are some sample greetings to help you plan your message:
• Primary Greeting: Hello, this is __________. I am either on another line or
away from my desk and cannot take your call at this time. If you need to speak to
someone immediately, please dial zero now. Otherwise, leave a detailed message,
and I will return your call as soon as possible. Thank you.
• Alternate Greeting: Hello, this is __________. I will be away from the office
from day/date until day/date. If you need to speak to someone immediately,
please dial zero now. Otherwise, leave a detailed message, and I will return your
call when I return. Thank you.
You can also select the System Greeting if you do not want to record a primary or
alternate greeting. The system greeting states, “Mailbox number (xxxxx) is not available.” Depending on how your system is programmed, the system greeting may also
include, “After the tone, please record your message. When finished, you may hang
up to deliver the message or press pound for more options.”
FINDING YOUR WAY
Inter-Tel® Model 8690 User Guide (ITP Mode)
27
To record/change your personal greeting:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
FINDING YOUR WAY
3. Say “Greeting” or press to record/change your personal greeting.
4
1
4. Do one of the following:
• Say “Primary” or press to record and/or enable your primary greeting.
• Say “Alternate” or press to record and/or enable your alternate greeting.
• Say “System” or press to enable the system default mailbox greeting.
1
2
3
5. If you selected the system greeting option, hang up.
If you selected the primary or alternate greeting option, record your greeting
when prompted, then press .
#
If you already have a primary or alternate greeting, it is played when you select
primary or alternate.
You can then do one of the following:
• Say “Accept” or press to accept the greeting.
• Say “Replay” or press to replay the greeting.
• Say “Append” or press to add to the greeting.
• Say “Erase” or press to erase and re-record the greeting.
• Say “Cancel” or press to exit without changing your greeting.
6. Hang up.
#
1
2
3
*
Recording Your Voice Mail Directory Name
Your recorded name is used to identify you in the voice mail directory and to verify
your mailbox number when messages are addressed to you. Although you record your
name when you first initialize your mailbox, you can change it at any time.
To record your directory name:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Name” or press . Your current name is played.
4. Do one of the following:
• Say “Accept” or press again to accept your recorded name.
• Say “Replay” or press to replay your recorded name.
• Say “Append” or press to add to your name.
• Say “Erase” or press to erase and re-record your name. When you hear
a tone, record your first and last name. Then say “Accept” or press
accept your recorded name.
5. Hang up.
4
2
#
1
2
3
to
#
28
Inter-Tel® Model 8690 User Guide (ITP Mode)
ACCESSING YOUR MAILBOX
If you have a message waiting in your mailbox, you must access your mailbox to
retrieve it.
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 119 for information and instructions about using E-Mail Reader features.
When you access your mailbox, depending on the voice processing system, enabled
features, and mailbox status, you may hear one of the following messages:
• Mailbox almost full or full: If your mailbox is full, no new messages can be
received until you delete waiting or saved messages.
• Quota grace limit reached: The quota grace limit is an EM feature. If this fea-
ture is enabled, it allows a mailbox to “overfill” beyond normal capacity. When
the quota grace limit has been reached, this announcement is played.
• Message count and type: The system announces the number of new and/or
saved messages that are in your mailbox. The system also informs you if the messages are priority messages. If E-Mail Reader is enabled for your mailbox, the
media type is indicated.
• Remote Messaging: The system indicates if the Remote Messaging feature is
enabled (see page 75). It also alerts you if a programming error has been detected
when attempting to place a Remote Messaging call.
To access your mailbox:
1. Dial the voice mail extension number. (You hear the main menu.)
2. During or after the greeting, say “Login” or press to identify yourself as a
subscriber.
3. Say or enter your mailbox number.
4. Enter your mailbox password (if programmed), then press . If you do not
have a password, press to bypass the password prompt. See page 71 for
information on programming passwords.
FINDING YOUR WAY
*
#
#
NOTE: Generally, saying “Skip” or pressing during any voice mail operation will
advance you to the next step. For example, when leaving a voice mail message for
another voice mail user, you can say “Skip” or press to skip the person’s introductory message and proceed directly to the recording phase. Similarly, while listening to
messages, you can say “Skip” or press to skip the system-generated voice
prompts and proceed directly to the playback phase. Also, at any menu level, you can
say “Cancel” or press to cancel or return to the previous menu.
Inter-Tel® Model 8690 User Guide (ITP Mode)
#
#
#
*
29
DISABLING AND ENABLING ASR
If your telephone system uses Enterprise Messaging (EM), your mailbox may have
FINDING YOUR WAY
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.
If your environment prevents you from using ASR, you can temporarily disable it by
accessing option number eight on the main subscriber menu. This option disables
ASR for that particular call only.
Option number eight is used as a toggle, and you can re-enable ASR by pressing the
number eight again on the main subscriber menu only. Also, if you press a dialpad
digit at the main subscriber menu to access mailbox functions, ASR is automatically
turned off and will remain off for the rest of the call.
For ASR guidelines, see page 18.
NOTE: If your mailbox has E-Mail Reader enabled, you have an advanced mailbox.
See page 119 for information and instructions about using E-Mail Reader features.
To temporarily disable ASR:
1. Access your mailbox as described on page 29.
2. Say “Disable” or press to disable ASR for the call.
8
30
NOTE: To enable ASR after disabling it, press until you are back at the main
menu. Press to enable ASR.
8
*
Inter-Tel® Model 8690 User Guide (ITP Mode)
Getting Started
SECTION CONTENTS PAGE
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Configuring VLAN Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using the System Tray Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Setting Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Adding a .NET Passport. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Advanced Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Installing Software and Firmware Upgrades . . . . . . . . . . . . . . . 42
Firmware Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Telephone Client Application . . . . . . . . . . . . . . . . . . . . . . . . . 42
Operating System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Installing a New Version of Software or Firmware . . . . . . . . . 44
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Emergency Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Placing Calls On Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Placing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
To Another Extension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
To Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
To an Outside Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Using Reverse Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Manual Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
System Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Redirect Call. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Accessing Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . 57
Listening to Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Recovering Deleted Voice Mail Messages. . . . . . . . . . . . . . . 59
Recording and Sending Voice Mail Messages. . . . . . . . . . . . 60
Canceling Unheard Voice Mail Messages . . . . . . . . . . . . . . . 62
Using Do-Not-Disturb Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Using Reminder Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
GETTING STARTED
Inter-Tel® Model 8690 User Guide (ITP Mode)
31
INTRODUCTION
Now that you know what your endpoint can do, it’s time to start using it. In this section, you’ll learn how to make and receive calls, transfer calls, retrieve voice mail
messages, and much more. Most of the features in this section do not require the endpoint to be logged on to UC. For instructions on how to use UC advanced features on
your endpoint, see page 93.
For additional information about client application and operating system options and
settings, see the Model 8690 Administrator’s Guide.
CALIBRATING THE SCREEN
GETTING STARTED
Before using the touch screen, it is important to calibrate it. Calibration ensures the
display interprets the stylus presses accurately. These settings are stored in the Windows CE .NET registry and may need to be configured again if the registry is lost or
reset.
To test and calibrate the screen:
1. Press Start - Settings - Control Panel.
2. Double-press Stylus.
3. Test your settings using the icons on the Double-Tap tab.
4. If the screen does not respond to your presses properly, press the Calibration tab.
5. Press Recalibrate.
6. Press and hold the stylus on the center of the target in every position on the
screen.
7. Tap the screen to save the settings in the registry.
8. Press OK.
32
Inter-Tel® Model 8690 User Guide (ITP Mode)
SETTING BACKLIGHT OPTIONS
To save power and extend the life of the display, you can set an option that will automatically shut off the display’s backlight. When the endpoint remains inactive for the
specified amount of time, the display automatically goes into “sleep” mode and the
screen goes dark. To “wake” the screen, either lift the handset or touch the screen. An
incoming call or input from an external mouse or keyboard will also “wake” the
screen.
The default backlight timeout is four hours. You can select a different backlight timeout as explained below.
NOTE: UC Message alerts (see page 117) and status alerts (see page 118) do not
“wake” the screen, however software upgrade prompts (see page 42) do.
To change the default value for the backlight timeout:
1. Press Start - Settings - Control Panel.
2. Double-press Display.
3. Select the Backlight tab.
4. Select the Automatically turn off backlight while on external power option.
5. Select the amount of time you want the endpoint to remain idle before the back-
light turns off. Timeout choices include:
• 1 minute
• 2 minutes
• 5 minutes
• 10 minutes
• 15 minutes
• 30 minutes
• 1 hour
• 4 hours
6. Press OK.
GETTING STARTED
Inter-Tel® Model 8690 User Guide (ITP Mode)
33
CONFIGURING VLAN PORTS
To improve voice quality and security, your network administrator may place your
endpoint in a Virtual Local Area Network (VLAN).
A VLAN is a network of computers that behave as if they are connected to the same
wire, even though they may be physically located on different segments of a LAN.
VLANs minimize congestion on the network because they allow voice and data to be
routed more efficiently. If your endpoint resides on a VLAN, your network administrator may instruct you to program the VLAN ID for the ports.
NOTE: Do not configure the VLAN ID for your endpoint unless instructed to do so by
your network administrator.
GETTING STARTED
34
To configure VLAN IDs for the ports:
1. Press Start - Settings - Control Panel.
2. Double-press Network and Dial-up Connections.
3. Double-press AUMAC1. The 'AU1x00 Ethernet Controller' Settings dialog box
opens as shown above.
4. Select the VLAN tab.
5. Select the VLAN ID number (supplied by your network administrator) for the
Phone Port and the Downlink Ports using the associated scroll buttons.
6. Press OK.
7. Save the registry (see page 14).
Inter-Tel® Model 8690 User Guide (ITP Mode)
USING THE SYSTEM TRAY MENU
To access the system tray menu, press the system tray icon (see page 10) to display
the menu. Menu-accessible options are discussed throughout this section.
Setting Options
The system tray menu provides access to the Options dialog box, which allows you to
set options for your client application. The Options dialog box contains the Session,
Appearance, Behavior, Advanced and About tabs. These tabs have options you can
set and information about the endpoint.
The following instructions explain how to set the available options in the Options dialog box. Some of these settings require information you must obtain from your network administrator. To open the Options dialog box, press the system tray icon, then
select
Options from the menu. The Options dialog box opens to the Session tab.
Session Tab
To set or edit options on the Session tab:
1. Enter the Web Address that you use to access UC.
2. Enter your account Username. (This is the same username that you use to log
on to UC on your desktop PC.)
3. Enter your account Password. (This is the same password that you use to log on
to UC on your desktop PC.)
4. Enable the Automatically log on option if you would like UC to launch without
having to enter the Web address, username, and password information.
If this option is enabled, the application will not prompt you for Web address,
username and password information, unless you have not already provided it or
the logon fails.
NOTE: Enabling the Automatically log on option will not automatically launch
UC. See page 94 for instructions on how to log on to UC.
GETTING STARTED
Press OK in the upper-right corner of the Options dialog box or select another
5.
tab to edit.
NOTE: Check with your network administrator before changing these fields.
Inter-Tel® Model 8690 User Guide (ITP Mode)
35
GETTING STARTED
Appearances Tab
To set or edit options on the Appearance tab:
1. Select Specify alternate appearance to change the default skin (see page 11).
2. Select the UC functions where you would like to use large icons. You may want
to use large icons so that screen items are easier to read. However, less information will be displayed. Options include:
• Search Results (see page 97)
• Messages (see page 102)
• Call List (see page 103)
• Call Log (see page 107)
• Address Book (see page 111)
• Call Routing (see page 117)
3. Press OK in the upper-right corner of the Options dialog box or select another
tab to edit.
Behavior Tab
To set or edit options on the Behavior tab:
1. If desired, change the endpoint’s ring from the default:
a. Enable Specify custom ring.
b. Press Browse to navigate to the folder where.wav files are stored. Select
from a list of .wav files you want to use. The.wav files must be in the following format: PCM 11.025 kHz, 8 Bit, Mono.
c. Press OK.
2. Enable or disable the option for the client application to be displayed using the
Display window when field. Select from the following options:
• Phone goes off-hook (when you lift the handset or press
• Incoming call received (when your endpoint receives a call)
3. Enable or disable the option to display alert messages using the Show alerts
when
field. An “alert” is a system tray popup window that draws your attention
to specific events. Select from the following options:
• I receive a new message
• The status of a contact in my speed-dial list changes
• I receive a new call
Speaker)
36
NOTE: Alerts are only shown when you are logged on to UC.
Enable or disable the Flash message lamp for new messages option.
4.
5. Press OK in the upper-right corner of the Options dialog box or select another
tab to edit.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Advanced Tab
To set or edit options on the Advanced tab:
1. Enable or disable the Auto Dial option. If you enable this option, you must pro-
vide a telephone number. When Auto Dial is enabled the
lighted. Pressing the
@ symbol quickly enables/disables the Auto Dial option.
When Auto Dial is enabled, picking up the handset dials the number you chose
for the Auto Dial option.
NOTE: Typically, you would enter the extension of the Unified Communicator
telephone client (or an attendant) in this field. When the telephone auto dials the
UC telephone client, you can use the UC Voice User Interface (VUI) to issue voice
commands such as, “Call Bob Smith” to make calls. Check with your network
administrator to obtain your system’s telephone client number. You must enable
the auto-logon option (using the Web Client - My Account link - Advanced tab
options) to use the Auto Dial option to dial the Unified Communicator telephone client.
Enter the number for the Backup Number option.
2.
NOTE: This field allows you to specify a backup telephone number that the end-
point will automatically dial when you go off hook if the Windows CE .NET subsystem is down. Typically, you would enter a telephone number (such as the
attendant’s) in this field. If “0” is not the number you use to reach an attendant or
operator, then provide the number here. Check with your network administrator to
obtain your system’s backup number.
@ symbol is high-
GETTING STARTED
Enter the maximum amount of disk space in KB that you want to allocate for
3.
endpoint diagnostic files on the Windows CE .NET subsystem. By default, this
is 200 KB, but is limited by the amount of available RAM on the endpoint.
NOTE: Check with your network administrator before changing this field. If this
field value is set too high, the endpoint may run out of available memory.
Inter-Tel® Model 8690 User Guide (ITP Mode)
37
GETTING STARTED
4. Enable or disable the following options:
• Log to file: Diagnostics are logged to a file stored in the My Computer
folder on the endpoint. This option is ON by default.
NOTE: This file is stored in an area of the file system that will be lost if you
reset the endpoint. If you are asked to provide this file to technical support,
either copy the file off of the device, or copy the file to the Mounted Volume
folder (My Computer\Mounted Volume) before resetting the endpoint.
• Log to telephone system: Diagnostics are logged to a location on the sys-
tem. This option is OFF by default.
• Log extended information: Additional diagnostic information is logged.
This option is usually only enabled when a network administrator needs to
troubleshoot endpoint issues. Enabling this option may affect client application performance.
NOTE: Check with your network administrator before changing these fields.
5. Press OK in the upper-right corner of the Options dialog box to save and apply
your selections.
About Tab
The About tab contains read-only and copyright information about your endpoint.
This information includes:
• Model number (Model 8690)
• User Interface Version
• Firmware Version
• Operating System Version
38
Inter-Tel® Model 8690 User Guide (ITP Mode)
Adding a .NET Passport
NOTE: This option is only available when you are logged on to UC.
Microsoft Passport is a “universal login” service that allows users to log in to many
Web sites using one account. Working with .NET Messenger service, passport holders
can also send messages online or through the telephone system if it is configured to
handle calls from this type of endpoint. Ask your network administrator if your
phone
system is configured to handle .NET Messenger calls.
At the time of this publication, Microsoft had disabled connectivity to the MSN
network for third-party products like Unified Communicator, in preparation for a
licensing model which had not yet been disclosed. Currently, the .NET Passport
dialog box allows you to enter information, but the functionality has been dis-
abled. When Inter-Tel is able to determine licensing requirements (if any) and
how that will affect the future functionality of this product, the documentation will
be updated accordingly.
To add passport information:
1. Press the system tray icon, then select Passport from the menu.
2. Enter your .NET passport Username and Password in the fields provided.
3. Enable Handle passport calls.
4. Press OK.
GETTING STARTED
tele-
NOTICE
Using Advanced Options
This section details how to use the advanced options available on your client application. Instructions for advanced options are located in the Model 8690 Administrator’s
Guide (part no. 550.8120) and the IP Devices Installation Manual (835.2195). It is
strongly recommended that you check with your network administrator before using
advanced options.
Consult your network administrator before setting options on the Advanced submenu. 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.
Inter-Tel® Model 8690 User Guide (ITP Mode)
CAUTION
39
GETTING STARTED
Auto Upgrade and Pending Upgrades
Although your endpoint automatically checks for upgrades, you can run the Auto
Upgrade feature using the Advanced option on the system tray menu. If there are no
new upgrades available, you will not be notified, and your endpoint will function normally. If there is an upgrade available, the Software Upgrade dialog box opens, and
you are prompted to install the upgrade. You can choose to install the upgrade immediately by pressing
To run the Auto Upgrade feature:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Check for
New Versions
2. Press OK to allow the system to search for software upgrades. You are not
informed if upgrades are not available.
In addition to running the Auto Upgrade feature, you can view, install, or cancel pending upgrades using the Advanced options.
To view and install pending upgrades:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Pending
Upgrades
the following:
• Firmware
• Phone Application
• Operating System
NOTE: The Upgrade Now option indicates a pending software upgrade.
OK or set a reminder to install it later (see page 44).
. The upgrade search dialog box opens.
. The Pending Upgrades dialog box opens and displays the status for
40
Press Upgrade Now next to the upgrade you want to install. There is one button
2.
for each upgrade type.
3. When the Software Upgrade dialog box opens, press OK to install the upgrade.
To cancel pending upgrades:
1. Press the system tray icon, then select Advanced – Auto Upgrade – Pending
Upgrades
. The Pending Upgrades dialog box opens and displays the status for
the following:
• Firmware
• Phone Application
• Operating System
2. Press Cancel next to the upgrade that you want to cancel. There is one button
for each upgrade type.
3. Press OK.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Station Password
NOTE: This option is only available when you are logged on to UC.
The station password allows you to quickly add your endpoint as a device to UC.
To set the station password:
1. Press the system tray icon, then select Advanced – Set Station Password.
2. Enter your old password.
3. Enter a new password.
4. Enter the new password again to confirm it.
5. Press OK.
Default Configuration
The Default Configuration option restores the endpoint configuration to its default
state. When this option is selected, your network administrator will need to reconfigure the network settings on your endpoint if they differ from the default. In addition,
you will need to re-enter your UC login information on the Session tab of the Options
dialog box, as indicated in the following instructions.
NOTE: Do not select the Default Configuration option unless you are instructed to do
so by your network administrator.
Self Test
The Self Test option is used as a diagnostics tool by your network administrator. The
self test can help determine if the endpoint is operating properly.
GETTING STARTED
NOTE: Do not select the Self Test option unless you are instructed to do so by your
network administrator.
Setup Wizard
The first time your network administrator runs the client application on your Model
8690, the setup wizard automatically launches. Once the endpoint setup is complete,
the wizard will not run again unless you default the endpoint.
NOTE: Do not select the Setup Wizard option unless you are instructed to do so by
your network administrator.
Using Help
The system tray menu includes a Help option for access to telephone and UC user
information. Pressing
of the help file for assistance.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Help opens the online help file. Navigate to the appropriate area
41
INSTALLING SOFTWARE AND FIRMWARE UPGRADES
Your endpoint may be configured to download software and firmware updates from a
configured server automatically. If so, your endpoint will periodically check the
server to see if any updates are available. When an update is available, the endpoint
downloads it automatically. The Auto Upgrade option (see page 40) on the Advanced
submenu allows you to manually search for new software versions, and access pending upgrades.
The upgrade process is explained in the following sections.
Firmware Upgrades
GETTING STARTED
Telephone Client Application
Your endpoint comes pre-installed with Inter-Tel-provided firmware that allows it to
communicate with the telephone system. Firmware is software that is embedded in a
hardware device (e.g., your endpoint) that allows it to operate. Endpoints may require
updates when a new version of software or firmware is available.
When the endpoint downloads a new firmware version, you are notified that the
upgrade is starting, and the client application continues to run. You can monitor the
progress of the upgrade on the six-line display. When the upgrade is complete, the
endpoint resets and returns to normal operation.
When the endpoint downloads a new version of the telephone client application, the
application exits and the upgrade application launches. The upgrade application
downloads the new version of the client application from the TFTP server, and you
can monitor the download progress. When the download completes, the upgrade
application launches the Windows CE .NET installation mechanism and installs the
new client application version. At this point, you are prompted for where you would
like to install the new files (the default is \\Mounted Volume\8690 Phone). Press
to continue with the installation. Press Ye s when prompted to overwrite existing files.
You are notified when the upgrade is complete. The upgrade application launches the
new version of the client application and then exits
OK
42
CAUTION
Do not press Cancel when the installation dialog box prompts you where you
would like to install the new files. At this point the previous client application has
been deleted and if you cancel the upgrade, you will need to contact your network
administrator to manually reinstall the client application. Also, do not change the
default location (\\Mounted Volume\8690 Phone) specified in the installation dialog box. The client application must be installed in the Mounted Volume folder to
survive a reset or an upgrade to the operating system.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Operating System
When a new version of the operating system is downloaded, the client application
exits, and the upgrade application launches. An upgrade of the operating system takes
approximately 30 minutes to complete.
CAUTION
It is imperative that you do not interrupt the operating system process before it
completes. Do not disconnect the endpoint from it’s power source or attempt
to use the endpoint during the download process. These actions may cause
serious damage to the endpoint, and the endpoint may need to be shipped
back to Inter-Tel for repair.
The upgrade application erases the existing version of the operating system from the
persistent memory. Upon completion, the upgrade application downloads the new version of the operating system from the TFTP server. As the new version of the operating system is downloaded, it is simultaneously written to persistent memory, and you
can monitor the progress. When the download and installation completes, you are
notified and the endpoint resets. The registry settings are lost when the operating system is upgraded. This means that certain client application settings stored in the registry are lost as well. These include the session and diagnostic options.
GETTING STARTED
Inter-Tel® Model 8690 User Guide (ITP Mode)
43
GETTING STARTED
Installing a New Version of Software or Firmware
When an upgrade is available, the Software Upgrade dialog box opens, and you are
prompted to install the upgrade. To install the upgrade immediately, press
install the upgrade later, you can set a reminder (see instructions below). When the
reminder timer has expired, the Software Upgrade dialog box automatically prompts
you to install the pending upgrade.
CAUTION
The Model 8690 does not have a built-in hard drive. 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. St orage
memory will not survive a reset or an upgrade to the operating system unless
your data is stored in the Mounted Volume folder on the endpoint (My Computer\Mounted Volume) or on a host that is accessible from the Model 8690.
To set a reminder to install an upgrade:
1. On the Software Upgrade dialog box, set the reminder timer using the drop-
down box. Your options are:
•
1 hour
• 1 day
• 3 days
2. Press Remind Me Later. When the specified time has elapsed, the Software
Upgrade dialog box opens, and you are prompted to install the pending upgrade.
OK. To
44
Inter-Tel® Model 8690 User Guide (ITP Mode)
MAKING AND RECEIVING CALLS
Making and receiving calls is the basic purpose of any endpoint. With your Model
8690 endpoint, you can make/receive intercom and outside calls and make emergency
calls.
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8690
endpoint before you begin using it.
Intercom Calls
Your extension number allows other people to place intercom calls to you, without
dialing any extra codes. And, because every endpoint in your system is assigned an
extension number, you can call other people in your system quickly and easily.
NOTE: Ask your system administrator for a list of extensions.
Placing Intercom Calls
To place an intercom call:
1. With or without the handset lifted, dial an extension number.
2. If your call goes through handsfree to an endpoint’s speaker, speak after you
hear a double tone.
If you hear continuous ringing, wait for the call to be answered.
The system allows you to place a call that will force the extension you are calling to
ring.
To place a call that will ring at the other endpoint until answered:
Press before dialing the extension number.
#
CAUTION
GETTING STARTED
NOTE: Dialing before the extension number forces the called extension to ring
and overrides the handsfree option.
#
To program your endpoint to always send non-handsfree calls using the Ring
Intercom Always feature:
With the handset in the cradle, dial . The current status is shown.
Inter-Tel® Model 8690 User Guide (ITP Mode)
3 7 7
45
GETTING STARTED
If there is no answer or if the endpoint is busy when you place an intercom call,
you can do any of the following:
• To leave a station message: Press
Message or the LEAVE MESSAGE menu but-
ton and then hang up.
• To leave a voice mail message: Press
Message or the LEAVE VOICE MAIL
menu button and wait for the message center to answer.
NOTE: This option is only available if the called endpoint has a voice mailbox.
• To camp onto a busy extension: Stay on the line and wait for the endpoint to
become available. Do not hang up. After the system timer expires, you hear
music until the endpoint is available.
NOTE: You cannot camp on to an endpoint if it is in DND mode.
• To request a callback (queue on to the endpoint): Press and hang up.
6
When the endpoint is available, your endpoint rings. (To cancel the queue request
before the callback, press
6
.)
Receiving Intercom Calls
Your endpoint can receive both intercom and non-handsfree intercom calls. If the
handsfree feature is enabled on your endpoint, intercom calls are automatically
answered. Non-handsfree intercom calls (see page 45) override the handsfree option.
If your handsfree feature is disabled, or if you receive a non-handsfree intercom call,
you must pick up the handset or press the
When you use Unified Communicator to route incoming calls to your endpoint, calls
will always ring the endpoint, even if you have chosen to use the handsfree feature.
Without this initial ring, your endpoint would terminate the routing of the call, potentially preventing you from receiving the call on a cell phone or other device while you
are away from your desk.
To enable or disable your endpoint’s handsfree answering feature:
With the handset in the cradle, dial
To receive an intercom call:
If the handsfree feature is enabled, the call is automatically answered.
If the handsfree feature is disabled, either press the
or lift the handset for privacy.
Answer button to answer the call.
3 1 9
.
Answer button to answer the call,
46
Inter-Tel® Model 8690 User Guide (ITP Mode)
To receive a non-handsfree intercom call:
EITHER, Press the
OR, Lift the handset for privacy.
NOTE: You must lift the handset if the caller has the Ring Intercom Always feature
(377) enabled.
Instead of answering a ringing call, you can press one of the following menu buttons:
• SEND TO V-MAIL
see this option if you do not have a mailbox.
• IC CALL TO DND
(See page 63 for more information about DND mode.)
• SEND TO DEST
enter. (See page 55 for more information about the Redirect Call feature.)
Outside Calls
With outside calls, you can talk to people who aren’t members of your telephone system. When you make an outside call, however, you must dial any area codes or long
distance digits that your telephone company requires.
Placing Outside Calls
To place an outside call:
1. With or without the handset lifted, press Outgoing or the OUTGOING menu but-
ton.
2. Dial the desired number.
Answer.
GETTING STARTED
: Sends the call directly to your voice mailbox. You will not
: Places your endpoint in DND mode and blocks the call.
: Redirects the call to the intercom or outside number that you
NOTE: If you see a request for an account code and hear a single beep, you must
dial an account code before you can place your call (see page 81).
Depending on how your system is programmed, you may be able to use one of the
following methods to select an outgoing line, instead of pressing the
ton:
• Dial the Outgoing Call access code (default is ).
• Dial a Select Line Group access code (defaults are 92001-92208).
• Dial the Automatic Route Selection (ARS) access code (default is 92000).
NOTE: Check with your system administrator to see if your system uses custom-
ized feature/access codes, or if the auto dial feature (see page 37) allows you to
dial out directly.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Outgoing but-
8
47
GETTING STARTED
To request a callback (queue on to the line) if all outgoing lines are busy when you
try to call out:
When you hear busy signals, press and hang up. When the line is available, your
6
endpoint rings.
To cancel the queue request before your endpoint rings:
Press
6
.
When dialing the number, you can press one of the following menu buttons:
• OUTSIDE DIR: Selects the speed-dial directory. (See page 82.)
• STN SPEED DIAL: Selects the Station Speed-Dial feature. (See page 77.)
• SYS SPEED DIAL: Selects the System Speed-Dial feature. (See page 79.)
• REDIAL: Redials the last outside number you dialed. (See page 56.)
Receiving Outside Calls
To receive an outside call:
EITHER, Lift the handset.
OR, Press
Instead of answering a ringing call, you can press one of the following menu buttons:
• SEND TO V-MAIL
• SEND TO DEST
Answer or the ANSWER menu button.
: Sends the call directly to your voice mailbox. This option is
not available if you do not have a mailbox.
: Redirects the call to the intercom or outside number that you
entered. (See page 55 for more information about the Redirect Call feature.)
48
Inter-Tel® Model 8690 User Guide (ITP Mode)
Emergency Calls
With Inter-Tel communication systems, you do not have to access an outside line
(press the
To make an emergency call:
Dial
Consult your system administrator and your local Inter-Tel servicing company for
important information about dialing emergency services from your Model 8690
endpoint before you begin using it.
Outgoing menu button) to dial an emergency number.
9 1 1
. A call is automatically placed to the preset emergency number
CAUTION
GETTING STARTED
NOTE: Dial in Europe for emergency services.
Call Waiting
If you receive a call while you are already on another call, you will hear a “call waiting” tone.
To respond to a waiting call (you hear a single tone):
End your current call, place it on hold, and/or use one of the following menu buttons:
• ANSWER: Answers the ringing call. If you did not place the current call on
hold, it is disconnected.
• SEND TO V-MAIL: Sends the call directly to your voice mailbox without inter-
rupting the current call. (You will not see this option if you do not have a mailbox.)
• IC CALL TO DND: Places your endpoint in DND mode and blocks the call
without interrupting the current call. (See page 63 for more information about
DND mode.)
9 9 9
Inter-Tel® Model 8690 User Guide (ITP Mode)
49
PLACING CALLS ON HOLD
You can place calls on hold in one of two ways: individual or system.
• Individual Hold places the call on hold at one endpoint. It can then be directly
picked up at that endpoint or it can be picked up at another endpoint using the
Call Pickup (Reverse Transfer) feature (see page 53).
• System Hold places the call on hold in the system. You can then pick up the call
at any endpoint that has a flashing button for the call, including the endpoint that
placed it on hold.
NOTE: You cannot place intercom calls on system hold.
GETTING STARTED
To place a call on Individual Hold:
1. Press Hold.
2. Hang up or place another call.
To place an outside call on System Hold:
1. Press and dial .
2. Hang up or place another call.
To return to a call that is on hold:
Lift the handset and press
3 3 5
Hold.
50
Inter-Tel® Model 8690 User Guide (ITP Mode)
PLACING CONFERENCE CALLS
With the Conference feature, you can establish a conference call with up to three
intercom and/or outside parties (four, including you).
To place a conference call:
1. While on the first call, press the CNF menu button to put the call on hold.
2. Place another intercom or outside call.
3. Press the CNF menu button to place the call on hold. (If necessary, repeat steps 2
and 3 to add another caller to the conference.)
4. Press the CONNECT TO CONFERENCE menu button to join all of the calls
together in the conference.
During the conference call, you can do the following:
• To place the conference on hold: Press the
conference on hold without disconnecting the parties. To return to the conference,
press the
• To drop out of the conference: Press the
removes your endpoint from the conference, but leaves the other parties connected.
• To add parties to the conference:
a. Press the ADD PARTY menu button. This leaves the conference parties con-
b. Place a call to the party to be added to the conference.
c. Press the CNF menu button once, and then press CONNECT TO CONFER-
• To end the conference and place all parties on individual hold: Press the
menu button and then press the HOLD menu button to place all of the parties on
individual hold. You can then speak to one party at a time by pressing the
menu button.
• To mute your microphone: Press the
microphone on or off during the conference. If mute is enabled, you can hear the
conferenced parties, but they cannot hear you.
• To transfer the conference to another extension or to voice mail: Press the
TRANSFER CNF menu button and dial the desired extension number. Then hang
up when you are ready to complete the transfer.
CNF menu button.
nected.
ENCE
. You and the new party are added to the conference.
GETTING STARTED
HOLD menu button. This places the
CNF menu button and hang up. This
CNF
HOLD
MUTE menu button. This turns your
Inter-Tel® Model 8690 User Guide (ITP Mode)
51
TRANSFERRING CALLS
Although transferring calls is considered a basic function of an endpoint, the Model
8690 endpoint has many advanced options for this feature. With your endpoint, you
can transfer to another extension, voice mail, or even an outside line.
To Another Extension
1. EITHER, Press the TRANSFER menu button.
OR, Press the
other endpoint.
2. Dial the desired extension number or press the IC DIRECTORY menu button to
GETTING STARTED
To Voice Mail
To an Outside Number
look up the number.
To transfer to your message center, press the
3. Wait for an answer, announce the call, and then hang up.
If the number is busy, there is no answer, or the transfer is refused, press
to return to the caller.
NOTE: If you are receiving a transferred call and the Transfer-To-Connect option is
enabled for your endpoint, you are automatically connected to the transferred caller
once the transferring party hangs up. If this option is disabled, you must press Answer
or lift the handset to answer the transferred call.
1. Press the TRANSFER menu button.
2. Press the VOICE MAIL menu button.
3. EITHER, Dial the desired mailbox number and hang up.
OR, Hang up to send the call to the voice mail menu (so that the caller can select
the mailbox number).
1. Press the TRANSFER menu button.
2. Select an outgoing line by pressing the OUTSIDE PHONE menu button.
3. Dial the desired telephone number.
4. Wait for an answer, announce the call, and then hang up.
If the number is busy, there is no answer, or the transfer is refused, press the
flashing button to return to the caller.
TRANSFER TO HOLD menu button to place the call on hold at the
MESSAGE CENTER menu button.
Answer
52
Inter-Tel® Model 8690 User Guide (ITP Mode)
USING REVERSE TRANSFER
The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ringing or holding at another endpoint. For example, if the attendant transfers a call to you
but you have stepped away from your endpoint, you can pick up the call using another
endpoint.
To answer a call ringing or holding at another endpoint:
1. Lift the handset and dial .
2. Dial the extension or hunt group number (see page 88) where the call is ringing
or holding. The call is transferred to the endpoint you are using, and you are
connected to the caller.
NOTE: If the Group Call Pickup feature is enabled, you can pick up a call ringing at
any station in a hunt group by dialing the hunt group’s extension number.
GETTING STARTED
4
Inter-Tel® Model 8690 User Guide (ITP Mode)
53
FORWARDING CALLS
With the Forwarding feature, you can have calls follow you (e.g., forwarded to a cell
phone), or you can redirect calls to a voice mail or other extension. For greater flexibility with status changes and call forwarding, use the composite status (see page 96)
and call routing features (see page 117) provided in Unified Communicator instead of
DND and device forwarding.
NOTE: The Fwd button is also used to insert a space when you are using the dialpad
to input letters or numbers.
Manual Call Forwarding
GETTING STARTED
Manual call forwarding allows you to send incoming calls to another extension number. You can even forward calls to outside numbers, if your endpoint is programmed
to allow this.
To forward calls:
1. Press Fwd.
2. Select one of the following menu buttons:
•
•
ALL: All incoming calls are forwarded without ringing at your endpoint.
NO ANSWER: All incoming calls are forwarded if they are not answered
before a timer expires.
NOTE: Only the installer or system administrator can adjust this timer.
54
• BUSY: When your endpoint is busy, all incoming calls are forwarded without
ringing at your endpoint.
•
NO ANSWER/BUSY: All incoming calls are forwarded if your endpoint is
busy or if you do not answer, as described above.
3. Do one of the following:
• To forward to an outside telephone number:
– Press the
– Dial a telephone number or press the
OUTSIDE CALL menu button.
OUTSIDE DIR menu button to look
up and select a number. (See page 82 for more information on directories.)
• If you want to forward to an extension number: Dial the extension number.
OR, press the
• If you want to forward to your voice mailbox: Press the
IC DIRECTORY menu button to look up and select a number.
VOICE MAIL menu
button.
• If you want to forward to your message center: Press the
TER
menu button.
Inter-Tel® Model 8690 User Guide (ITP Mode)
MESSAGE CEN-
To cancel any call forward request:
1. Press Fwd.
2. Press the FWD OFF menu button.
System Forwarding
System Forwarding allows the system to automatically route calls based on the type
of call and the status of your telephone. Although you cannot program the path of a
system forward, you can enable or disable this feature on your endpoint.
To enable or disable System Forwarding:
3 5 4
Dial .
NOTE: Manual forwarding overrides System Forwarding.
Redirect Call
The Redirect Call feature allows you to forward any call that is ringing on your endpoint without having to answer the call.
NOTE: You cannot redirect calls to an extension that is in DND or to a restricted out-
side number.
To redirect a call to an extension number:
1. EITHER, Press and dial .
OR, Press the
2. Dial the extension number or press the IC DIRECTORY menu button to look up
and select a number.
To redirect a call to an outside telephone number:
1. EITHER, Press and dial .
OR, Press the
2. EITHER, Press the OUTSIDE CALL menu button and enter the telephone num-
ber.
OR, Use a speed-dial number (see page 77).
3. Press .
SEND TO DEST menu button.
SEND TO DEST menu button.
#
GETTING STARTED
3 3 1
3 3 1
Inter-Tel® Model 8690 User Guide (ITP Mode)
55
REDIALING A NUMBER
The Redial feature allows you to quickly redial the last outside number you dialed.
Although most endpoints redial the last number dialed, your system administrator can
program your endpoint to redial the last number saved. For UC redial options, see
page 101.
To use the Last Number Dialed feature (if enabled):
With or without the handset lifted, press the
the
REDIAL menu button. The number is dialed.
To use the Last Number Saved feature (if enabled):
GETTING STARTED
• To save the last number dialed: While the endpoint is idle or while listening to
intercom dial tone, press the
• To redial the saved number: Press the
the
available, the display shows NO NUMBER TO DIAL.
OUTSIDE CALL menu button and then
REDIAL menu button.
OUTSIDE CALL menu button and then
REDIAL menu button. The number is dialed. If there is no redial number
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Inter-Tel® Model 8690 User Guide (ITP Mode)
ACCESSING VOICE MAIL MESSAGES
When you access your mailbox, you can listen to new and saved voice mail messages.
After listening to your voice mail messages you can access the associated options.
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 119 for information and instructions about using E-Mail Reader features.
Listening to Messages
To listen to messages:
1. Access your mailbox as described on page 29.
2. If E-Mail Reader is enabled for your mailbox, say “Voice Mail” or press .
If E-Mail Reader is not enabled for your mailbox, skip this step.
3. EITHER, Say “New” or press to listen to your new messages.
OR, Say “Saved” or press to listen to your saved messages.
4. While you are listening to a voice mail message, you can use the following
options:
• Say “Skip” or press
• Say “Back up” or press to “rewind” a few seconds and replay the mes-
sage.
• Say “Pause” or press to pause. (Say “Continue” or press to con-
tinue.)
• Say “Forward” or press to skip ahead.
• Say “Lower” or press to lower the volume.
• Say “Envelope” or press to play the message envelope.
• Say “Higher” or press to raise the volume.
• Say “Save” or press to save the new message in your mailbox.
• Say “Delete Message” or press to delete the message.
1
3
to skip to the end of the recording.
#
1
2
3
4
5
6
7
9
GETTING STARTED
1
#
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
Inter-Tel® Model 8690 User Guide (ITP Mode)
57
GETTING STARTED
5. When the message has finished playing, you have the following options:
• Say “Replay” or press to replay the message from the beginning.
• Say “Reply” or press to reply to the message. You have the following
1
2
options:
– Say “Voice Mail” or press to leave a voice mail message for the
1
caller.
If the caller has a mailbox number, you are prompted to verify the desti-
nation by saying “Yes” or by pressing .
#
If the number was not associated with a mailbox, the prompt requests a
mailbox number.
If the message was from an outside caller, you cannot leave a voice mail
message.
– Say “Call Back” or press to make a return call. Your call will be
2
transferred automatically to the caller’s extension or telephone number,
if the number is available.
If the user is not available, you will have the option of leaving a voice
mail message.
If the telephone number is not available, you cannot reply to the message.
• Say “Forward” or press to forward a copy of the message to another
3
subscriber. If you want to include an introduction, say “Record” or press
1
. Otherwise, say “Accept” or press to forward the message without
#
additional comments.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the introductory message envelope (see
4
5
page 72 for information on envelope options).
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the new message in your mailbox.
• Say “Delete Message” or press to delete the message.
6
7
9
58
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
Hang up.
6.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Recovering Deleted Voice Mail Messages
If you accidently delete a voice mail message, you can retrieve it within a specific
time frame (programmed by your system administrator). Any retrieved messages are
then restored to your saved-message queue. Messages that are not undeleted within
the programmed time (up to 24 hours) are automatically erased.
NOTE: If E-Mail Reader is enabled for your mailbox, you can also recover deleted e-
mail and fax messages. See page 129 for instructions about how to recover deleted
voice mail, e-mail, and fax messages.
To recover deleted voice mail messages:
1. Access your mailbox as described on page 29.
2. Say “Options” or press for Message Options.
3. Say “Recover” or press to access undelete options.
4. EITHER, Say “Listen” or press to listen to your deleted messages and
choose which ones to recover. After each message you can:
• Say “Replay” or press to replay the message.
• Say “Reply” or press to reply to the message.
• Say “Forward” or press to forward the message.
• Say “Previous’ or press to listen to the previous message.
• Say “Envelope” or press to play the message envelope.
• Say “Next” or press to listen to the next message.
• Say “Recover” or press to recover the message.
OR, say “Recover” or press
OR, Say “Purge” or press to permanently delete all deleted messages.
5. Hang up.
5
2
1
1
2
3
4
5
6
7
2
to recover all deleted messages.
3
GETTING STARTED
Inter-Tel® Model 8690 User Guide (ITP Mode)
59
GETTING STARTED
Recording and Sending Voice Mail Messages
You can record and send voice mail messages by accessing the record option on the
main menu.
NOTE: If E-Mail Reader is enabled for your mailbox, a reply to an e-mail message (see
page 125) is a recorded voice message that is attached to the e-mail as a .wav file.
To record and send voice mail messages:
1. Access your mailbox as described on page 29.
2. Say “Record” or press .
3. Say or enter the desired mailbox number or group list number. The system
announces the name assigned to the mailbox number or group list number. You
have the following options:
• Say “Yes” or press to accept the subscriber’s name.
• Say “No” or press to start over.
4. Record your message after the tone. While recording, you have the following
options:
• Press to pause while recording. (Say “Continue” or press to con-
2
tinue.)
• Press to erase and re-record your message.
5. When finished recording, you can press to access the following options:
3
• Say “Send” or press to send the message and return to the voice mail
options.
• Say “Cancel” or press to cancel the recording.
• Say “Replay” or press to replay your message.
• Say “Append” or press to add to your message.
• Say “Erase” or press
2
#
*
#
#
*
1
2
3
to erase and re-record your message.
#
60
Inter-Tel® Model 8690 User Guide (ITP Mode)
• Say “Copy” or press to copy your message to other mailboxes. Say or
4
enter the desired mailbox number or group list number. The system
announces the name assigned to the mailbox number or group list number.
You have the following options:
– Say “Yes” or press to accept the subscriber’s name.
– Say “No” or press to start over.
Press
when you are done adding mailboxes.
*
• Say “Options” or press to use the special delivery options. You can then
#
*
9
use one or more of the following options:
– Say “Private” or press to mark the message “private.” (This pre-
1
vents the recipient from forwarding it to other subscribers.)
– Say “Certified” or press to mark the message “certified.” (When
2
the recipient listens to the message, you will receive a receipt notice.)
– Say “Priority” or press to mark the message “priority.” (This will
3
place your message ahead of all other waiting messages in the receiving
mailbox.)
– Say “Send” or press to send the message and return to the voice
#
mail options.
– Say “Cancel” or press to cancel delivery options.
*
NOTE: If you select the copy or special delivery options and then do not respond
to the prompts, the system will time out and deliver your message to the original
recipient.
GETTING STARTED
Hang up.
6.
Inter-Tel® Model 8690 User Guide (ITP Mode)
61
GETTING STARTED
Canceling Unheard Voice Mail Messages
You can cancel unretrieved messages that you have sent to individuals, but not messages that you sent to group lists.
To cancel unheard voice mail messages:
1. Access your mailbox as described on page 29.
2. While listening to the voice mail main menu, say “Options” or press for
Message Options.
3. Say “Unheard” or press .
4. When prompted, say or enter the number of the mailbox containing the unheard
message.
5. Say “Yes” or press to confirm the mailbox you are selecting. Voice mail
will tell you how many messages you have waiting at the mailbox and play them
for you. After each message, you can:
• Say “Replay” or press to replay the message.
• Say “Append” or press to add to the message.
• Say “Forward” or press to forward the message to another mailbox.
• Say “Previous” or press to listen to the previous message.
• Say “Envelope” or press to play the message envelope.
• Say “Next” or press to listen to the next message.
• Say “Save” or press to save the message in your mailbox.
• Say “Delete Message” or press to delete the message.
NOTE: You may be prompted to confirm deleting the message. Say “Yes” to
delete the message or “No” to cancel the request to delete the message.
1
#
1
2
3
4
5
6
7
9
5
62
Hang up.
6.
Inter-Tel® Model 8690 User Guide (ITP Mode)
USING DO-NOT-DISTURB MODE
If you are away from your desk, or if you do not want to be disturbed, you can use the
DND feature. This halts all pages and calls to your endpoint, except queue callbacks,
recalls, and direct ring-in calls. When other users call your endpoint, they hear a
repeating signal of four fast tones and, if they have a display endpoint, see the DND
message you have selected.
Your telephone system can have up to 20 different DND messages, each of which can
be changed by the system administrator, installer, or programmer. Your trainer or system administrator will give you a list of the programmed DND messages. For convenience, you should update the following default list.
DEFAULT MESSAGE NEW MESSAGE DEFAULT MESSAGE NEW MESSAGE
01 DO-NOT-DISTURB 11 OUT OF TOWN ’TIL
02 LEAVE A MESSAGE 12 OUT OF OFFICE
03 IN MEETING UNTIL 13 OUT UNTIL
04 IN MEETING 14 WITH A CLIENT
05 ON VACATION/
HOLIDAY ’TIL
06 ON VACATION/
HOLIDAY
07 CALL ME AT 17 IN CONFERENCE
08 AT THE DOCTOR 18 AWAY FROM DESK
09 ON A TRIP 19 GONE HOME
10 ON BREAK 20 OUT TO LUNCH
GETTING STARTED
15 WITH A GUEST
16 UN AVAILA BLE
Because the system DND message only uses one line of your display, you can enter a
second line of text, up to 16 characters. For example, if you select 03 (IN MEETING
UNTIL) as your first line of text, you can enter “3:30” as your second line. Callers
with a display endpoint will then see, “IN MEETING UNTIL 3:30.”
NOTE: By default, call routing is enabled when running Unified Communicator. If you
do not want to receive calls while in DND or your status is “unavailable,” either turn call
routing off, or create a rule for internal callers and external callers so that your calls are
routed appropriately (for example, to voice mail). If you want callers to know your DND
status, create greetings for each of the statuses on the system or create greetings for
the statuses you use, then use these greetings in routing rules (based on the DND statuses). If using greetings in your call routing rules, turn off system forwarding.
Inter-Tel® Model 8690 User Guide (ITP Mode)
63
GETTING STARTED
To enable DND:
1. Press the DND menu button.
2. EITHER, Dial the two-digit number corresponding to the message you want to
use.
OR, Press the
SCROLL menu button followed by the PREVIOUS or NEXT
menu button.
OR, Press the
Vol ume high button (up arrow) or Volume low button (down
arrow) to scroll through the messages.
3. If desired, customize the second display line by dialing the desired numbers or
letters as described below:
• Remain in numeric mode (Message lamp unlit): Press the dialpad buttons to
dial the desired numbers. Press for a hyphen (-), for a colon (:),
Fwd to leave a space, or Mute to backspace.
• Change to alphanumeric mode (Message lamp lit): Press
USE ALPHA MODE menu button and then press the dialpad buttons to enter
#
*
Message or the
the desired characters. (Refer to the chart below.) The number of times a button is pressed determines which character is entered. For example,
33377744432999 enters “FRIDAY.” When adjoining characters are located
under the same button, press
example, 6
Fwd666Fwd6632999 enters “MONDAY.” (Note that letters corre-
spond to the letters printed on the buttons.) Press
or press
4. Press the ACCEPT menu button or lift and replace the handset.
Mute to backspace.
Fwd once to advance to the next character. For
Fwd twice to leave a space
NUMBER OF TIMES BUTTON IS PRESSED
BUTTON
123 4 567891011
ENGLISH CHARACTERS JAPANESE CHARACTERS*
1
2
3
4
5
6
7
8
9
0
*The Japanese characters are only available if the Multilingual feature is enabled and Japanese is
installed as the secondary language.
**The character available depends on the software version.
-&( ) 1A I U E O a
ABC ' 2KA KI KU KE KO i
DEF ! 3SA SHI SU SE SO u
GH I * 4TA CHI TSU TE TO e
JKL#or /**5 NA NI NU NE NO o
MNON or #
PQR S 7MA MI MU ME MO ya
TUV ? 8YA YU YO . , yu
WX Y Z 9RA RI RU RE RO yo
@: . , 0WA WO N pa ba long
6 HA HI FU HE HO tsu
**
To cancel DND: Press the DND menu button, and then the DND OFF menu button.
64
Inter-Tel® Model 8690 User Guide (ITP Mode)
USING REMINDER MESSAGES
Never be late for a meeting again! With Reminder Messages, you can program your
endpoint, up to 24 hours in advance, to alert you at a specified time. At the programmed time, the reminder message signals you with eight short tones, and your display shows the message. If you are on a call, you still hear the tones, and the message
displays for ten seconds. Then the display returns after you hang up. (Reminder displays interrupt, but do not affect programming.)
Your telephone system can have up to 20 different reminder messages, each of which
can be changed by the system administrator, installer, or programmer. Your trainer or
system administrator will give you a list of reminder messages for your system. For
convenience, you should update the following default list.
DEFAULT MESSAGE NEW MESSAGE DEFAULT MESSAGE NEW MESSAGE
01 MEETING 11 CALL ENGINEERING
02 STAFF MEETING 12 CALL MARKETING
03 SALES MEETING 13 CALL ACCOUNTING
04 CANCEL MEETING 14 CANCEL DND
05 APPOINTMENT 15 CANCEL CALL FWD
06 PLACE CALL 16 TAKE MEDICATION
07 CALL CLIENT 17 MAKE RESERVATION
08 CALL CUSTOMER 18 REVIEW SCHEDULE
09 CALL HOME 19 LUNCH
10 CALL CORPORATE 20 REMINDER
To request a reminder message:
1. With the handset in the cradle, dial .
2. EITHER, Dial the desired two-digit number for the message that you want.
OR, Press the
arrow) to scroll through the messages.
3. While the desired message is displayed, press .
4. Enter the time you wish to receive the message in hours and minutes. For exam-
ple, 0900 = 9:00. If you dial three digits, such as 900 for 9:00, press .
If your system is set for 24-hour format, you must enter the time appropriately
(e.g., 1400 = 2:00PM).
If your system is set for 12-hour display format, press for AM or for PM.
To cancel all reminder message requests before they signal you:
With the handset in the cradle, dial
To clear a received reminder message:
With the handset in the cradle, press .
Vol ume high button (up arrow) or Volume low button (down
3 0 5
3 0 6
.
*
GETTING STARTED
#
#
1 2
Inter-Tel® Model 8690 User Guide (ITP Mode)
65
GETTING STARTED
66
Inter-Tel® Model 8690 User Guide (ITP Mode)
Moving On
SECTION CONTENTS PAGE
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Setting Endpoint Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Setting Mailbox Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
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
Changing Volume Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Selecting a Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Enabling Background Music. . . . . . . . . . . . . . . . . . . . . . . . . . 69
Enabling Automatic Call Answer . . . . . . . . . . . . . . . . . . . . . . 70
Returning to Default Operation. . . . . . . . . . . . . . . . . . . . . . . . 70
Changing Your Mailbox Password . . . . . . . . . . . . . . . . . . . . . 71
Changing the Voice Mail Message Envelope. . . . . . . . . . . . . 72
Changing the Call Screening Transfer Method . . . . . . . . . . . 73
Programming a Fax Destination. . . . . . . . . . . . . . . . . . . . . . . 74
Changing the Message Search Order . . . . . . . . . . . . . . . . . . 74
Programming Remote Messaging . . . . . . . . . . . . . . . . . . . . . 75
Station Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
System Speed Dial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Enabling Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Making Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Telephone Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Voice Mail Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Remote Access Password . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Remote Feature Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Hunt Group Calls Enabled/Disabled. . . . . . . . . . . . . . . . . . . . 89
ACD Hunt Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
MOVING ON
Inter-Tel® Model 8690 User Guide (ITP Mode)
67
INTRODUCTION
Now that you’ve mastered the basics, it’s time to move on to the advanced features.In
this section, you’ll learn how to program your endpoint, use directories, access your
voice mailbox remotely, and perform various other functions.
The features in this section do not require the endpoint to be logged on to UC. For
instructions on how to use UC advanced features on your endpoint, see page 69.
For additional programming information, see the Model 8690 Administrator’s Guide.
SETTING ENDPOINT PREFERENCES
Customizable features on your endpoint include changing volume levels, enabling
background music, selecting a ring tone, and others.
Changing Volume Levels
The endpoint has eight volume settings accessed through “soft” buttons on the interface: ringer, handset call, handset dial tone, speakerphone call, speakerphone dial
tone, headset call, and headset dial tone.
MOVING ON
NOTE: To change each of these levels, you must be using that feature. For example, if
you want to change the outside call volume level, you must be on an outside call.
To change a volume level:
Press the Up
to decrease the volume.
To save your change:
Press
Vol ume to save your changes.
Volu me button to increase the volume. Press the Down Volume button
68
Inter-Tel® Model 8690 User Guide (ITP Mode)
Selecting a Ring Tone
The ability to change your ring tone is helpful in close-quartered environments. If
your ring tone is unique, you can quickly identify when a call is ringing on your endpoint.
To select the type of ring tone for your endpoint:
1. With the handset in the cradle, dial .
2. Do one of the following to select your ring tone:
• Press or the
• Press the
0
PREVIOUS or NEXT menu button to scroll to the desired tone.
RINGER OFF menu button for no ringing.
• Press the high (up arrow) or low (down arrow)
scroll to the desired tone.
• Dial 1-9 to select a specific tone.
3. When you hear the tone you want, you can do any of the following:
• Press
.
#
• Press the ACCEPT menu button.
• Press
Answer.
• Lift and replace the handset.
Enabling Background Music
If your telephone system is equipped with a music source, you can listen to music
through your speaker.
To enable or disable background music:
3 1 3
Dial .
3 9 8
end of the Vo lume button to
MOVING ON
Inter-Tel® Model 8690 User Guide (ITP Mode)
69
MOVING ON
Enabling Automatic Call Answer
The Automatic Call Answer feature determines whether or not you are automatically
connected to a caller when you lift the handset (or press
enabled, you are automatically connected when you go off-hook. If it is disabled, you
must first lift the handset (or press
Answer) and then press the flashing button.
To enable/disable this feature for ringing outside calls:
6
With the handset in the cradle, dial .
3
To enable/disable this feature for ringing (non-handsfree) intercom calls:
6
With the handset in the cradle, dial .
3
Returning to Default Operation
You can return your endpoint to default levels at any time. This feature cancels DND,
manual call forwarding, background music, and queue requests; and restores handsfree mode, pages, hunt group calls, and system forwarding all at once. To default the
endpoint configuration and firmware, see page 39.
To return your endpoint to default:
3 9 4
Dial .
NOTE: See page 68 for instructions on changing volume levels.
Answer). If this feature is
0
1
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Inter-Tel® Model 8690 User Guide (ITP Mode)
SETTING MAILBOX PREFERENCES
Your mailbox contains personal options to allow you to customize voice mail functions. However, before you change your voice mail options, you must first initialize
your mailbox (see page 26).
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 119 for information and instructions about using E-Mail Reader features.
Changing Your Mailbox Password
Your password prevents unauthorized access to your mailbox. When you first initialize your mailbox, you are prompted to change your password from the default (your
mailbox number).
You can change your mailbox password at any time. The new password can be up to
12 digits long and must be numeric.
To change your mailbox password:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Password” or press .
If you want a password, enter a new password using digits 0-9 (up to 12 digits),
and then press when you are done. The messaging system plays back your
#
password.
If you do not want to use a password, just say “Skip” or press .
4. Say “Accept” or press to accept the password as entered or say “Re-enter”
or press to erase and re-enter your password.
5. Hang up.
3
4
3
#
MOVING ON
#
Inter-Tel® Model 8690 User Guide (ITP Mode)
71
MOVING ON
Changing the Voice Mail Message Envelope
When you receive a voice mail message, the voice mail system plays an “envelope”
that can include the time and date the message was left, the source of the message,
and/or the message length. By default, the envelope contains all of this information,
but you can change your envelope, as described below.
NOTE: If E-Mail Reader is enabled for your mailbox, you can also change your e-mail
and fax message envelopes. See page 130 for instructions about how to change your
voice mail, e-mail, and fax message envelopes.
To change your voice mail message envelope:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Envelope” or press to select the Message Envelope Options Menu.
You can then do any of the following:
• Say “Time, Date” or press to enable or disable the time and date
options.
• Say “Source” or press to enable or disable the message source option.
• Say “Length” or press to enable or disable the message length option.
• Say “All Options” or press to enable all options and return to the Per-
sonal Options Menu.
• Say “None” or press to disable the entire envelope and return to the
Personal Options Menu.
• Say “Accept” or press
• Say “Cancel” or press
4. Hang up.
4
4
1
2
3
4
5
to accept the changes.
#
to return to the Personal Options Menu.
*
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Inter-Tel® Model 8690 User Guide (ITP Mode)
Changing the Call Screening Transfer Method
NOTE: The Call Screening feature is available only if it is enabled for your mailbox.
Contact your voice mail administrator to see if this feature is enabled for your mailbox.
Depending on the transfer method you select, calls that are transferred from your
mailbox may be one of the following:
• Unannounced Calls: Calls are sent directly to your extension.
• Announce-Only Calls: Before voice mail transfers a call to you, a prompt asks
the caller to record his or her name. When you answer, you hear “You have a call
from (caller’s name).” Then the call is sent to your extension.
• Screened Calls: Before voice mail transfers a call to you, a prompt asks the
caller to record his or her name. When you answer, you hear “You have a call
from (caller’s name).” You can choose whether or not to accept the call.
See page 82 for instructions about using the call screening feature.
To change your transfer method (if enabled):
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Transfer” or press . The system tells you what your current transfer
method is. You can then select the desired transfer method, as follows:
• Say “Unannounced” or press to select unannounced transfers.
• Say “Screened” or press to select screened transfers.
• Say “Announce” or press to select announce-only transfers.
• Say “Cancel” or press to return to the Personal Options Menu without
making changes.
5. Hang up.
4
9
5
1
2
3
*
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Inter-Tel® Model 8690 User Guide (ITP Mode)
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MOVING ON
Programming a Fax Destination
With the Inter-Tel voice processing system, when you specify a fax destination number for your mailbox, callers can access your mailbox to send a fax to your fax
machine.
To change your fax destination number:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Number” or press .
5. Say or enter the number of your fax destination. (If you entered the letters using
the dialpad, press when you are done.)
6. EITHER, say “Accept” or press to accept the number.
OR, say “Re-enter” and press to erase and re-enter the number.
7. Hang up.
4
9
1
#
#
3
Changing the Message Search Order
You can change the order in which you retrieve your messages based on the date and
time you receive them. When more than one message is left in your mailbox, they are
available for you to access in the order you specify. The search order, can be configured as first in/first out, or last in/first out.
NOTE: If E-Mail Reader is enabled for your mailbox, when you change the message
search order, your changes apply to your voice mail, e-mail, and fax messages.
74
To change the message search order:
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “More” or press for More Options.
4. Say “Order” or press for the Message Search Order.
4
9
2
5. Select one of the following options:
• Say “New” or press to change the search order for new messages.
• Say “Saved” or press to change the search order for saved messages.
1
2
6. Your current message search order is played. Select one of the following
options:
• Say “First” or press to retrieve the earliest-received messages first (First
1
In/First Out).
• Say “Last” or press to retrieve the latest-received messages first (Last
2
In/First Out).
• Say “Cancel” or press to return to the Personal Options Menu without
*
making changes.
7. Hang up.
Inter-Tel® Model 8690 User Guide (ITP Mode)
Programming Remote Messaging
NOTE: The Remote Messaging feature is available only if it is enabled for your mail-
box. Contact your voice mail administrator to see if this feature is enabled for your mailbox.
ALSO: The remote messaging feature is supported for voice mail messages only. If E-
Mail Reader is enabled for your mailbox, you cannot use remote messaging for e-mail
and fax messages.
With Remote Messaging, you can program voice mail to call you when your mailbox
receives new voice mail messages. Using a “cascade” (a series of up to nine telephone
numbers), voice mail will call each number until it successfully connects to a device
(e.g., pager, answering machine, etc.).
Because your mailbox can have a primary and an alternate cascade of numbers, you
can program a cascade to be used during specific days and times. For example, if you
want to be paged when you receive a voice mail message from 5-10 PM on weekdays,
you can set up a primary cascade. If you also want to receive pages for messages
marked “priority” on the weekends, you could set your alternate cascade for all day
on Saturdays and Sundays.
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Inter-Tel® Model 8690 User Guide (ITP Mode)
75
MOVING ON
To set up remote messaging for voice mail messages (if enabled):
1. Access your mailbox as described on page 29.
2. Say “Personal” or press to select the Personal Options Menu.
3. Say “Remote” or press . You have the following options:
• Say “Primary” or press to set up a primary cascade.
• Say “Alternate” or press to set up an alternate cascade.
4. Say “Level” or press and then say or enter the number (1-9) of the level
4
5
1
2
1
you wish to program. You then have the following options:
• To set up or change an extension or outside number:
– Say “Number” or press .
– EITHER, say “Internal” or press for an extension number.
OR, say “Outside” or press for an outside number.
2
1
2
– Say or enter the number.
• To set up or change pager notification:
– Say “Pager” or press .
– Say “Personal” or press .
Say “Change” or press to enable or disable the number.
5. Say “Days” or press . Then select one of the following:
3
• Say “Weekdays” or press for Monday-Friday.
• Say “Days” or press for all days.
• Say “Day” or press to select individual days. You are prompted to say
1
2
1
1
2
3
or press numbers 1-7 which correspond to the days Sunday through Saturday.
6. Say “Time” or press . Then say or enter the times you want the message
2
notification to start and stop. Enter or say the times with two digits for the hour
and two digits for the minutes (e.g., 0900 = 9:00). If entering the time in 12-hour
format:
• Say “AM” or press for AM.
• Say “PM” or press for PM.
1
2
76
NOTE: For 24-hour notification, program the starting and ending times to be
the same.
7. Say “Category” or press . You have the following options:
• Say “All Messages” or press for all messages.
• Say “Priority” or press for priority messages only.
8. Hang up or press to save the settings and exit.
4
1
2
#
NOTE: If for some reason voice mail is not able to use your remote notification, your
mailbox will receive a message stating that notification could not be completed.
Inter-Tel® Model 8690 User Guide (ITP Mode)
SPEED DIALING
Speed dialing allows you (and your system administrator) to store frequently dialed
numbers for easy dialing. Each number is stored on your endpoint (Station Speed
Dial) or in the telephone system (System Speed Dial) and is identified by a location
number. Once programmed, you can quickly dial these numbers by entering a feature
code and dialing the desired location number. Because the system supports both station and system speed-dial numbers, you can have access to over 1000 stored numbers.
You can also use the speed-dial buttons through the Unified Communicator interface
(see page 101). These buttons are not limited in the number you can have and they
display real-time status. The Unified Communicator speed-dial list and the speed-dial
functionality discussed here are not related.
Station Speed Dial
You can program and use up to ten personal speed-dial numbers on your endpoint. To
use a speed-dial button, you must:
• Store the number in a speed-dial location.
• Associate a speed-dial location with the new speed-dial button.
NOTE: You can use the Speed-Dial feature even if your endpoint does not have
programmable feature buttons.
Programming Station Speed-Dial Numbers
To store a speed-dial number, use the Station Speed-Dial Programming feature code
to program the number in a speed-dial location. Use the following table to list the
numbers that you store in speed-dial locations 0-9.
MOVING ON
0 _______________________ 5 _______________________
1 _______________________ 6 _______________________
2 _______________________ 7 _______________________
3 _______________________ 8 _______________________
4 _______________________ 9 _______________________
Inter-Tel® Model 8690 User Guide (ITP Mode)
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MOVING ON
To store a number in a speed-dial location:
1. With the handset in the cradle, dial .
2. Dial the speed-dial location (0-9) you want to program.
3. Enter the desired name for the speed-dial number, as described below:
3 8 3
• Alphanumeric mode (Message lamp lit): Press the dialpad buttons to enter
the desired characters. (Refer to the chart on page 83.) The number of times
a button is pressed determines which character is entered. For example,
533266 would enter “JEAN.” When adjoining characters are located under
the same button, press
ple, 66
Fwd6667776 would enter “NORM.” (Note that letters correspond to
the letters printed on dialpad buttons 2-9.) Press
Press
Mute if you need to backspace.
• Press the
4. Dial the extension number or telephone number to be stored, as described below:
ACCEPT menu button to save the name.
Fwd once to advance to the next character. For exam-
Fwd twice to leave a space.
• Numeric mode (Message lamp unlit): Enter the number.
NOTE: You cannot use hyphens or colons in the number. If your number
includes an asterisk, pound, hookflash, or pause, use the menu buttons to
enter the special character.
• Press the ACCEPT menu button on the display to save the number.
NOTE: To dial outside telephone numbers without first selecting an outgoing line, enter
the Outgoing Call access code (default is ) before the outside telephone number.
8
78
To erase a Station Speed-Dial name and/or number:
1. With the handset in the cradle, dial .
2. Dial the desired location code (0-9).
3. Press Mute repeatedly until the name is erased.
4. Press or the ACCEPT menu button to continue.
5. Press Mute repeatedly until the number is erased.
6. Press or the ACCEPT menu button to exit.
#
#
3 8 3
Dialing Station Speed-Dial Numbers
To dial a Station Speed-Dial number:
1. If necessary, select an outgoing line and press the SPEED DIAL menu button.
2. Press the USE STN SPEED menu button.
3. Press the desired Station Speed-Dial location number (0-9).
Inter-Tel® Model 8690 User Guide (ITP Mode)
System Speed Dial
Your system administrator can store several speed dial numbers in the system speed
dial locations. Depending on the size of your system, you can access up to 1000 or up
to 5000 system speed dial locations, if they have been programmed.
To view and/or dial System Speed-Dial numbers:
1. Dial or press the SPEED DIAL menu button.
2. Press the SYS SPEED DIAL menu button.
3. Dial the location code (000-999 or 0000-4999) for the desired number.
4. Press or the ACCEPT menu button to dial the displayed number.
3 8 1
#
USING RECORD-A-CALL
NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your system
administrator if your endpoint is configured to use P2P audio.
If your telephone system is equipped with a Voice Processor (voice mail), you may
have access to the Record-A-Call feature. If so, you can record an ongoing call as a
mailbox message. You can then retrieve the message, just as you would any other
mailbox message.
NOTE: The Record-A-Call feature remains active after the other party hangs up. This
allows you to append the recorded call with your own message.
To use the Record-A-Call feature while on a call:
1. EITHER, Press and dial .
OR, Press the RECORD-A-CALL menu button.
2. If required, dial the desired mailbox number. (Your endpoint may be pro-
grammed to select the mailbox, or you may be required to dial it.)
You hear a confirmation tone when the Record-A-Call feature is activated.
To turn off Record-A-Call you have the following options:
• Press and dial
• Press the CANCEL RECORDING menu button.
• Hang up.
3 8 5
MOVING ON
3 8 5
.
Inter-Tel® Model 8690 User Guide (ITP Mode)
79
MOVING ON
PAGING
The Paging feature allows you to make an announcement through endpoint speakers
or external speakers (if your system is equipped with external paging equipment). To
prevent announcements from transmitting through every endpoint in the system, this
feature uses page zones. Each zone contains a different combination of extensions and
external paging equipment, and is programmed by your system administrator. Ask
your trainer or system administrator how the zones are programmed, and list them
below for your convenience:
Enabling Paging
You can enable or disable page receiving for your endpoint by using the Page
Remove/Replace feature code. If your endpoint is assigned to more than one page
zone, all zones are removed or replaced at once (you cannot turn off individual
zones).
To turn paging on and off for your endpoint:
3 2 5
Dial .
Making Pages
To make pages:
1. Dial .
2. Dial the desired zone number (0-9).
3. After the tone, make your announcement and hang up.
0 _______________________ 5 _______________________
1 _______________________ 6 _______________________
2 _______________________ 7 _______________________
3 _______________________ 8 _______________________
4 _______________________ 9 _______________________
7
80
Inter-Tel® Model 8690 User Guide (ITP Mode)
PERFORMING A “HOOKFLASH” DURING A CALL
Certain telephone service companies may require a timed hookflash (a quick hang up
and release).
To generate a hookflash while using a line:
EITHER, Press the
press
MORE until you see FLASH.
OR, Press and dial .
FLASH menu button. If the FLASH menu button is not visible,
3 3 0
NOTE: This features is known as a “Recall” in European systems.
USING ACCOUNT CODES
If your telephone system is programmed to use the Station Message Detail Recording
(SMDR) feature, you might be required to enter account codes when you place a call.
These codes add information to telephone record reports that the system will periodically print.
There are three types of account codes:
• Standard account codes are automatically entered into the SMDR report whenever you place a call.
• Forced account codes must be dialed before you can place an outside call.
• Optional account codes can be entered at any time during a call.
MOVING ON
NOTE: Your system administrator can tell you which types of account codes are used
on your telephone system.
To enter an optional account code:
1. Press and dial .
2. Enter the optional account code. If the account code is not immediately
accepted, press .
To set an account code for all calls placed from your endpoint:
3 9 1
Dial and then the account code. If the account code is not immediately
accepted, press . This code will be used for all calls made from your endpoint
#
until it is disabled.
To disable the code:
3 9 1
Dial and press
Inter-Tel® Model 8690 User Guide (ITP Mode)
3 9 0
#
.
#
81
SCREENING CALLS
If desired, you can screen calls that are transferred from voice mail. This allows you
to accept and/or refuse specific calls. Depending on the call screening transfer method
you select (see page 73), calls from voice mail may be unannounced, announce only,
or screened.
When your mailbox is programmed for screened calls, you have the following options
when you receive a transfer:
• Say “Accept” or press to accept the call.
• Say “Replay” or press to replay the announcement.
• Say “Voice Mail” or press to send the call to voice mail.
• Say “Forward” or press
call to another extension.
• Say “Refuse” or press to refuse the call.
USING THE DIRECTORIES
#
1
2
3
and then enter the extension number to forward the
*
MOVING ON
With directories, you can use your endpoint’s dialpad to find names and numbers. You
can then use the directory information to make calls, access features, or leave voice
mail messages.
NOTE: If ASR is enabled for the voice mail directory, you can search the directory
using spoken commands (see page 18).
Telephone Directory
The endpoint directory contains a list of the extension numbers, System Speed-Dial
numbers, feature codes, and their associated names. To search for an item, you can
enter the full or partial name. The system will then find the closest match. Once the
correct match is displayed on your endpoint, you can dial the number or press a button to access that extension or feature.
82
Inter-Tel® Model 8690 User Guide (ITP Mode)
BUTTON
1
2
3
4
5
6
7
8
9
0
To search the telephone directory using your dialpad buttons (see table below):
1. If your endpoint is idle, press the DIRECTORY menu button, then press the menu
button for the desired directory (IC DIRECTORY, OUTSIDE DIR, or FEATURE DIR).
If placing a call, choose between
2. Enter letters or numbers (up to 10 characters) as described below:
OUTSIDE DIR and IC DIRECTORY.
• Remain in alphanumeric mode (Message lamp lit): Press the dialpad buttons
to enter the desired characters. (Note that letters correspond to the letters
printed on dialpad buttons 2-9.) The number of times a button is pressed
determines which character is entered. For example, 77776444844 would
enter “SMITH.” When adjoining characters are located under the same button, press
5666
or press
Fwd once to advance to the next character. For example,
Fwd66337777 would enter “JONES.” Press Fwd twice to leave a space
Mute to backspace.
• Change to numeric mode (Message lamp unlit): Press the dialpad buttons to
enter an extension number. Press
3. Press the SEARCH menu button to begin the search. If desired, you can use the
PREVIOUS and NEXT menu buttons or the high/low arrows next to the Volu me
Mute to backspace.
button to move alphabetically through the directory.
4. Press the CALL (for IC or OUTSIDE DIR) or ACCEPT (for FEATURE DIR)
menu button to dial a number or feature code while it is displayed.
NUMBER OF TIMES BUTTON IS PRESSED
123 4 567891011
ENGLISH CHARACTERS JAPANESE CHARACTERS*
-&( ) 1A I U E O a
ABC ' 2KA KI KU KE KO i
DEF ! 3SA SHI SU SE SO u
GH I * 4TA CHI TSU TE TO e
JKL#or /
MNON or #
PQR S 7MA MI MU ME MO ya
TUV ? 8YA YU YO . , yu
WX Y Z 9RA RI RU RE RO yo
@: . , 0WA WO N pa ba long
**
**
NA NI NU NE NO o
5
6 HA HI FU HE HO tsu
MOVING ON
*The Japanese characters are only available if the Multilingual feature is enabled and Japanese is
installed as the secondary language.
**The character available depends on the software version.
Inter-Tel® Model 8690 User Guide (ITP Mode)
83
MOVING ON
Voice Mail Directory
With the voice mail directory, subscribers and non-subscribers can use ASR (if
enabled) or dialpad digits to search for names in the directory. Subscriber names are
automatically added to the directory when their mailbox is initialized. ASR may not
be able to locate names that are pronounced differently than they are spelled. For
these types of names, use the alternate search method of spelling the name using the
endpoint dialpad digits (see table below).
You begin a search by dialing the system voice mail extension and selecting the directory option. You are prompted to say or spell the name of the mailbox user you want
to search for. For example, if you say the name John, the system locates all of the subscribers with the first or last name of John. The list of names returned might include
the names John Smith, John Jones, John Nielson, David John, Robert John, etc.
When one to 10 matches are located, you can browse the list of returned names by
selecting the Previous (say “Previous” or press ) and Next (say “Next” or press
3
) options. The directory lists are circular. That is, when the end of the list is
reached, the next name played will be the first name in the directory. When the correct
name is played say “Yes” or press to select it.
If the system locates more than 10 matches, you can either browse the list using the
options mentioned above, or filter the list by responding to the filtering questions generated by the system. Based on your responses, the system filters the list to include
first or last name matches only. If the system cannot locate an exact match, it returns
the closest match found.
To use the dialpad buttons to spell a name: When prompted, press the appropriate
dialpad buttons to spell the name. The number of times a button is pressed determines
which character is entered, as shown in the table below. When adjoining characters
are under the same button, press
5666
Fwd66337777 enters “Jones.”
BUTTON
1
2
3
4
5
6
7
8
9
0
12345
-&( )1
ABC ‘ 2
DEF ! 3
GH I * 4
JKL#5
MNO ñ 6
PQRS7
TUV? 8
WX Y Z 9
@:.,0
1
#
Fwd to advance to the next character. For example,
NUMBER OF TIMES BUTTON IS PRESSED
84
Inter-Tel® Model 8690 User Guide (ITP Mode)
To perform a directory search:
1. Dial the voice mail number.
2. Say “Directory” or press .
#
3. Say the last name of the person you are searching for or press the appropriate
dialpad buttons to spell the name (see page 84).
If 10 or fewer matches are located, you can access and browse the list immedi-
ately (see step 4.)
If the list contains more than 10 matches, you have the option to browse or filter
the list. (skip step 4. and see step 5.)
4. If 10 or fewer matches are located, you have the following options:
• Say “Yes” or press to accept the name that is played.
• Say “Previous” or press to browse to the previous name in the list.
• Say “More” or press to hear more information about the subscriber.
• Say “Next” or press to browse to the next name in the list.
• Say “New” or press to search for a new name.
• Say “Cancel” or press to exit the directory.
#
1
2
3
4
*
5. If more than 10 matches are located, the system prompts you to browse or filter
the list. Do one of the following:
• Say “Yes” or press to browse the list. (See step 4. for options).
• Say “No” or press to select the filter option and then respond to one of
1
2
the following filter questions:
– The system begins by asking you if the name you are searching for is the
last name. If it is, say “Yes,” press , say the last name, or spell the
1
last name.
– If you did not respond to the first question, the system asks if the name
you are searching for is the first name. If it is, say “Yes,” press , say
1
the first name, or spell the first name.
After the list has been filtered by first or last name, a smaller list of names is
returned. You can then browse the list and select the appropriate name (see step
4.)
MOVING ON
Inter-Tel® Model 8690 User Guide (ITP Mode)
85
PROGRAMMING REMOTE FEATURE ACCESS
If you are away from your desk and forgot to put your endpoint in DND, don’t worry.
With the Remote Feature Access, you can place your endpoint in DND or forward
calls from any other endpoint on the system. And, if you have a special dial-up line,
you can access your endpoint features from an outside line.
Remote Access Password
Before you use Remote Feature Access, you should program a password, as described
below.
To change the password from your endpoint:
3 9 2
Enter the new password followed by . You hear a confirmation tone.
firmation tone.
MOVING ON
1. Dial .
2. Enter your current password, followed by .
NOTE: Your extension number is your password by default.
3.
4. Enter the new password again for verification followed by . You hear a con-
To change the station password using remote programming, see Remote Feature
Access on page 87. To change your station password using Unified Communicator,
see Using Advanced Options on page 39.
#
#
#
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Inter-Tel® Model 8690 User Guide (ITP Mode)
Remote Feature Access
To access your endpoint from another endpoint:
1. EITHER, Call your Direct Inward System Access (DISA) number (provided by
your system administrator). If required, enter your password.
OR, Use any endpoint on the system.
2. Enter .
3. Enter your extension number.
4. Enter your password followed by . You can now use any of the following
features.
To change the station password using Remote Programming:
a. Enter .
3 5 9
3 9 2
#
b. Enter the new password, followed by .
c. Enter the new password again for verification, followed by .
#
#
To turn on DND:
a. Enter .
b. Enter the message number (01-20) and the optional second-line message
3 7 0
text.
To turn off DND: Enter .
3 7 1
To turn on Call Forward:
a. Enter one of the following Call Forward feature codes.
All Calls
.......................
If No Answer ................
If Busy.........................
If No Answer or Busy .....
3 5 5
3 5
3 5 7
3 5 8
6
b. Enter an extension number or enter an outside line access code followed by a
telephone number.
To turn off Call Forward: Enter .
5. Hang up.
3 5 5
MOVING ON
Inter-Tel® Model 8690 User Guide (ITP Mode)
87
REQUESTING AGENT HELP
NOTE: This feature is not supported on peer-to-peer (P2P) calls. Ask your network
administrator if your endpoint is configured to use P2P audio.
Your telephone system may be programmed to support the Agent Help feature, which
allows you to request help from a designated “Agent Help Extension” (usually your
supervisor) during a call. When your request call rings at the Agent Help Extension,
the supervisor can choose to join the call or reject the request.
If the Agent Help Extension is a digital endpoint, the endpoint’s microphone is automatically muted so that the supervisor cannot be heard unless he or she presses the
Mute button. If the Agent Help Extension is a single-line set, however, the supervisor
can be heard as soon as the conference is established. In either case, the supervisor
can hear all other parties on the call.
To use the Agent Help feature while on a call:
1. Press and dial . If you hear repeating tones, the Agent Help
feature is not available at your endpoint, you already have four parties in your
call, not enough system circuits are currently available, or the Agent Help
MOVING ON
Extension is in DND.
2. Dial the Agent Help Extension number, if required. (Your endpoint may be pro-
grammed to automatically dial the number, or you may be required to dial it.)
If the Agent Help Extension accepts the call, you hear the Agent Help tone, if it is
enabled, and the supervisor can monitor or join your call.
If the Agent Help Extension rejects the call, you hear a confirmation tone, and the
display shows AGENT HELP REJECTED.
To respond to an Agent Help request:
When you receive an Agent Help request, your display shows <name> REQUESTS
HELP. You can do one of the following:
• To accept the call: Answer as usual. Your microphone is muted and you cannot
be heard by either party unless you press the
• To reject the call: Press the REJECT HELP menu button.
3 7 5
Mute button.
88
Inter-Tel® Model 8690 User Guide (ITP Mode)
WORKING IN HUNT GROUPS
Your system may be programmed with “hunt groups.” Hunt groups are groups of endpoints that share a common extension number in addition to having individual extension numbers. This allows someone to call anyone in the group (using the common
extension) or a specific member (using the individual extension). The members of
these groups and the common extension(s) are programmed by your system administrator.
When logged on to Unified Communicator and call routing is enabled, hunt group
calls continue to work as usual. You can use Unified Communicator call routing in
conjunction with your role as a hunt group member to receive personal calls while in
DND or to simply route personal calls as desired.
Hunt Group Calls Enabled/Disabled
If you are a member of a hunt group, you can enable or halt hunt group calls to your
extension.
To turn on or off hunt group calls:
3 2 4
Dial .
ACD Hunt Groups
Some hunt groups use a special feature called Automatic Call Distribution (ACD) that
distributes the hunt group calls equally among the available members. These hunt
group members are referred to as “agents,” who log in to the ACD hunt group to
receive calls and log out to halt ACD hunt group calls.
MOVING ON
Distributing Calls
Calls are distributed through an ACD hunt group based on Agent IDs or extensions,
as described below.
• Agent IDs: If the hunt group is programmed to use ACD Agent IDs, each agent
is assigned an Agent ID number to enter during the login procedure (see Logging
In and Out of ACD Hunt Groups). The hunt group calls are routed to logged-in
agents, according to their Agent ID number instead of their extension number.
Because the Agent ID is not associated with any extension, the agent can use any
endpoint in the system to log in.
• Members: If the hunt group is not programmed to use Agent IDs, it will have a
pre-programmed list of endpoints and will send calls to the endpoints where
agents are logged in.
Inter-Tel® Model 8690 User Guide (ITP Mode)
89
MOVING ON
Logging In and Out of ACD Hunt Groups
Agents can log in to and out of the ACD hunt group at any time. While logged in, the
agent receives calls through the ACD hunt group. When the agent is logged out, calls
to that ACD hunt group bypass the agent.
To log in to all of your ACD hunt groups at once using the ACD Agent Login/
Logout feature code:
With or without the handset lifted, dial and enter your Agent ID, if nec-
3 2
essary. The display shows AGENT LOGGED IN TO ALL ACDS, and you hear a
confirmation tone.
NOTE: This feature code acts as a toggle. If you were already logged in, the display
shows AGENT LOGGED OUT OF ALL ACDS, and you hear a confirmation tone.
To log in to one or more hunt groups using the ACD Agent Login feature code:
1. With or without the handset lifted, dial . The display shows
AGENT LOGIN ACD NUMBER.
2. EITHER, Enter the desired ACD hunt group number.
OR, Press to log in to all of your ACD hunt groups at once. The display
#
shows AGENT LOGIN AGENT ID.
NOTE: If you entered an invalid hunt group number, the display shows NOT AN
ACD HUNT GROUP, and you hear repeating tones.
Do one of the following:
3.
• To log into one or more ACD hunt groups using Agent IDs: Enter your
Agent ID. The display shows AGENT LOGGED INTO ALL ACDS. You
are logged into
the ACD hunt group using Agent IDs.
8
3 2
6
90
NOTE: If another Agent ID is already logged in at this endpoint, you hear
repeating tones, and the display shows DIFFERENT AGENT ID ALREADY
USED. You must have the other agent log out before you can use that endpoint.
• To log into one or more ACD hunt groups not using Agent IDs: Press .
#
The display shows AGENT LOGGED INTO ALL ACDS. You are logged
into the ACD hunt group that does not use Agent IDs.
If you were already logged in, the display shows ALREADY LOGGED INTO
<hunt group>.
If you are not a member of the entered hunt group, the display shows NOT AN
AGENT IN THIS HUNT GROUP, and you hear repeating tones. Start over.
4. Hang up if off-hook. Repeat this procedure to log into additional ACD groups, if
necessary.
Inter-Tel® Model 8690 User Guide (ITP Mode)
When you log in to a group, you may be automatically connected to a call after you
hear a short ring burst. If the ACD Agent ID Automatic Connect option is enabled for
your hunt group and you are using a headset, you will be automatically connected. If
this option is not enabled for your hunt group, the call will ring until you answer it or
until it times out to another extension.
NOTE: Even if the ACD Agent ID Automatic Connect option is enabled, the first call
you receive (after you log in or remove your endpoint from DND while logged in) will
ring until you answer it. You will, however, be automatically connected to subsequent
calls.
To log out of one or more ACD hunt group:
1. EITHER, Dial to log out of all of your ACD hunt groups at once.
3 2 8
The display shows AGENT LOGGED OUT OF ALL ACDS, and you hear a
confirmation tone.
OR, With or without the handset lifted, dial . One of the following
3 2 7
displays will appear:
• If you were logged in to only one hunt group, the display shows AGENT
LOGGED OUT OF <hunt group>. The procedure is complete.
• If you were logged in to more than one hunt group, the display shows
AGENT LOGOUT ACD NUMBER. Dial the extension number of the
desired ACD hunt group.
• If you were not logged in to any hunt group, the display shows NOT
LOGGED INTO ANY ACD GROUP.
2. Hang up if off-hook.
MOVING ON
Ending an ACD Hunt Group Call
Each time you end an ACD hunt group call, a wrap-up timer is started. Until this
timer expires, you will not receive another call through any ACD hunt group. You
can, however, end the wrap-up session before this timer expires, as described below.
To terminate the ACD Agent wrap-up period before the timer expires:
With the handset in the cradle, dial .
NOTE: If you were not logged in to an ACD hunt group, the display shows CANNOT
ACCESS RESERVED FEATURE.
Inter-Tel® Model 8690 User Guide (ITP Mode)
3 2 9
91
MOVING ON
92
Inter-Tel® Model 8690 User Guide (ITP Mode)
Using UC
SECTION CONTENTS PAGE
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
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Changing Web Client Options . . . . . . . . . . . . . . . . . . . . . . . . 95
Changing Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Creating a Temporary Status . . . . . . . . . . . . . . . . . . . . . . . . . 96
Performing a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Running Feature Code Favorites . . . . . . . . . . . . . . . . . . . . . 100
Working With the Speed-Dial List. . . . . . . . . . . . . . . . . . . . . 101
Call Log Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Call Details Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Sorting Address Book Contacts . . . . . . . . . . . . . . . . . . . . . 111
Filtering Address Book Contacts . . . . . . . . . . . . . . . . . . . . . 112
Adding a Linked Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Receiving New Message Alerts . . . . . . . . . . . . . . . . . . . . . . 117
Receiving Status Change Alerts. . . . . . . . . . . . . . . . . . . . . . 118
Receiving Incoming Call Alerts. . . . . . . . . . . . . . . . . . . . . . . 118
USING UC
Inter-Tel® Model 8690 User Guide (ITP Mode)
93
USING UC
INTRODUCTION
In this section you’ll learn how to log on and off of Unified Communicator (UC) and
use UC views to access advanced endpoint features and presence management
options.
NOTE: Before you use UC on your Model 8690, you must create a UC account using
the Web Client, which is the primary UC client that runs on your PC desktop (see
page 95). In addition, some UC options can only be changed or implemented from the
Web Client. For information about using the Web Client, see the latest version of the
Unified Communicator User Guide.
LOGGING ON AND OFF OF UC
The client application is configured to start automatically when the endpoint powers
up. Although the client application may be running, you may not be logged on to UC
(as indicated with the system tray icon ). If the client application is not running,
you can launch it manually by navigating to My Computer\Mounted Volume\8690
Phone and then double-pressing 8690Phone.exe.
To log on to UC:
1. Press the system tray icon, then select Log on from the menu. If UC is not con-
figured to log on automatically, you are prompted for the following information:
a. Enter the Web Address that you use to access UC. The Web address is in the
format http://<UC Machine Name or IP Address>/uc. (It is the same address
you use to log on to UC from your Web Client on your PC.)
b. Enter your account Username. (This is the same username that you use to
log on to UC on your desktop PC.)
c. Enter your account Password. (This is the same password that you use to
log on to UC on your desktop PC.)
2. Enable the Automatically log on option if you would like to log on automati-
cally to UC without entering the Web address, username, and password information.
If this option is enabled, the application will not prompt you for Web address,
username and password information, unless you have not already provided it or
the logon fails.
3. Press OK in the upper, right corner of the dialog box.
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NOTE: If you enter the wrong username/password on three consecutive attempts,
an error message appears, the logon dialog box closes, and you must attempt
another logon from the system tray menu.
To log off of UC:
Press the system tray icon, then select
Log off from the menu. The UC view items on
the main interface are disabled.
Inter-Tel® Model 8690 User Guide (ITP Mode)
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