Nortel 2004 User Manual
Title page
Nortel Communication Server 1000
IP Phone 2004
User Guide
Revision history
February 2005
Standard 5.00. This document is up-issued to support the 8.x
Firmware Upgrade for IP Phones.
September 2004
Standard 4.00. This document is up-issued to support
Nortel Networks Communication Server 1000 Release 4.0.
October 2003
Standard 3.00. This document is up-issued to support
Succession 3.0 Software and the Net6 Transformation Gateway
feature.
November 2002
Standard 2.00. This document is up-issued to support Meridian 1
Release 25.40 and CSE 1000 Release 2.0.
Revision history
June 2001
Standard 1.00.
3
Revision history
4
Contents
About the IP Phone 2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Basic features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Telephone controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Telephone display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Call features and Flexible Feature Codes . . . . . . . . . . . . . . . 19
Security features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Enter and edit text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Enter text using the telephone dialpad . . . . . . . . . . . . . . . . . . 22
Edit text using the soft keys . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Connect the IP Phone 2004 components . . . . . . . . . . . . . . 24
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Contents
Configure options on the IP Phone 2004 . . . . . . . . . . . . . 26
Use the Telephone Option menu . . . . . . . . . . . . . . . . . . . . . . 27
Adjust volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adjust display screen contrast . . . . . . . . . . . . . . . . . . . . . . . . 33
Select a language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Select Date/Time format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Display diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Choose Local DialPad Tone . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Choose Ring type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Enable call timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Enable OnHook Default Path . . . . . . . . . . . . . . . . . . . . . . . . . 40
Change feature key labels . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
View telephone information . . . . . . . . . . . . . . . . . . . . . . . . . . 43
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Contents
Configure call log options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configure the Callers List log . . . . . . . . . . . . . . . . . . . . . . 44
Configure New Call indication . . . . . . . . . . . . . . . . . . . . . 45
Configure Preferred Name Match . . . . . . . . . . . . . . . . . . 46
Configure Area Code set-up . . . . . . . . . . . . . . . . . . . . . . 47
Configure Name Display format . . . . . . . . . . . . . . . . . . . . 50
Make a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Use Off-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Use On-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Use Handsfree dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Use the Directory applications . . . . . . . . . . . . . . . . . . . . . . . . 54
Make a call using Corporate Directory . . . . . . . . . . . . . . . 55
Make a call using Personal Directory . . . . . . . . . . . . . . . . 56
Make a call using the Callers List . . . . . . . . . . . . . . . . . . . 57
Make a call using Redial List . . . . . . . . . . . . . . . . . . . . . . 58
Use Predial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Use AutoDial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Activate Ring Again . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Redial the last number called . . . . . . . . . . . . . . . . . . . . . . . . . 63
Use Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Make a System Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Make a call using Hot Line . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Make an Intercom call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Answer a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
While on an active call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Place a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Transfer a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Use Timed Reminder Recall . . . . . . . . . . . . . . . . . . . . . . . . . . 70
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Contents
Use Attendant Recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Use Call Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Record a Calling Party Number . . . . . . . . . . . . . . . . . . . . . . . 75
Display incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Trace a Malicious call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Activate Automatic Answerback . . . . . . . . . . . . . . . . . . . . . . . 77
Activate Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Use Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
While away from your desk . . . . . . . . . . . . . . . . . . . . . . . . . 81
Use Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Use Internal Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Use Remote Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Secure your telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Talk with more than one person . . . . . . . . . . . . . . . . . . . . . 88
Use the Call Join feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Set up a Conference call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Use the Conferee Selectable Display
and Disconnect feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Use Group Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Work without interruption . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Activate Make Set Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Additional call features . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Use AutoDial Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Use the Buzz signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Use Call Page Connect to make an announcement . . . . . . . . 95
Use Centrex/Exchange Line Switchhook Flash . . . . . . . . . . . 96
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Contents
Charge a call or charge a forced call . . . . . . . . . . . . . . . . . . . 96
Use Enhanced Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Use Forced Camp-on feature . . . . . . . . . . . . . . . . . . . . . . . . 101
Override a busy signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Use Privacy Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Use Radio Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Use Voice Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Additional features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Personal Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Virtual Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Virtual Office login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Virtual Office on your Remote telephone . . . . . . . . . . . . 117
Virtual Office on your Office telephone . . . . . . . . . . . . . 118
Virtual Office logout . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Media Gateway 1000B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Test Local Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Resume Normal Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Troubleshoot MG 1000B . . . . . . . . . . . . . . . . . . . . . . . . 125
Hospitality features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Configure Automatic Wake-Up . . . . . . . . . . . . . . . . . . . . . . . 126
Activate Message Registration . . . . . . . . . . . . . . . . . . . . . . . 128
Use Maid Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Display Room Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
8
Contents
External Server Applications . . . . . . . . . . . . . . . . . . . . . . . 134
Flexible Feature Codes (FFCs) . . . . . . . . . . . . . . . . . . . . . 135
Accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
IP Phone Key Expansion Module (KEM) . . . . . . . . . . . . . . . 136
Terms you should know . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
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Contents
10
About the IP Phone 2004
About the IP Phone 2004
The IP Phone 2004 brings voice and data to the desktop by connecting
directly to a Local Area Network (LAN) through an Ethernet connection.
Note 1: Not all features are available on all telephones. Consult your
system administrator to verify which features are available for your
use.
Note 2: In this guide, programmable line (DN)/feature key labels
display beside the key, and soft key labels display directly above the
key. Figure 1 shows key labels.
Figure 1: Programmable line (DN)/feature key and
soft key labels
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About the IP Phone 2004
Basic features
The IP Phone 2004 supports the following features:
• 12 programmable feature keys: six (physical) user-defined feature
key labels and six lines/features accessed by pressing the Shift key
• four soft keys (self-labeled) providing access to a maximum of
10 features
Note: Your IP Phone 2004 may not be configured to support soft key
functionality. Consult your system administrator.
• multi-field LCD display screen
• speaker for on-hook dialing or on-hook listening
• volume control bar for adjusting ringer, speaker, handset, and
headset volume
• six specialized fixed keys:
—Quit
— Directory
— Message (Inbox)
— Outbox/Shift
— Services
— Expand to PC
• four call processing fixed keys:
—Hold
— Goodbye
— Handsfree
—Mute
• shared LAN access with a PC
• headset jack with On/Off key
• automatic network configuration
• hearing-aid compatibility
12
Figure 2: IP Phone 2004
About the IP Phone 2004
Telephone controls
Note: Your IP Phone 2004 may come with optional key caps. Text in
parenthesis indicate labels appearing on the key caps. For example,
(Services).
Use the Volume control bar to adjust the
volume of the ringer, handset, headset,
speaker, and the Handsfree feature. Press
the right side of the rocker bar to increase
volume, press the left side to decrease
volume.
13
About the IP Phone 2004
(Goodbye)
Use the Primary Directory Number (DN) to
access a single line and activate on-hook
dialing.
Programmable line (DN)/feature keys are
extra DNs or feature keys used to access
additional features.
A steady LCD light beside a line (DN) key
indicates that the feature or line is active. A
flashing LCD indicates the line is on hold or
the feature is being programmed.
Use the Goodbye key to terminate an active
call.
14
(Hold)
(Msg/Inbox)
Press the Hold key to put an active call on
hold. Press the line (DN) key beside the
flashing LED indicator to return to the caller
on hold.
Press the Message (Inbox) key to access
your voice mailbox.
Use the Navigation keys to scroll through
menus and lists appearing on the LCD
display screen.
(Services)
About the IP Phone 2004
Press the Services key and use the
navigation keys to access the following
items:
• Telephone Options:
— Volume adjustment
— Contrast adjustment
— Language
— Date/Time
— OnHook Default Path
— Call Timer
— Display diagnostics
— Local DialPad Tone
— Ring type
— Change feature key label
— Set Information
• Password Admin:
— Station Control Password
• Display Network Diagnostics Utilities
Note: Only your system administrator
or service provider can use Display
Network Diagnostics Utilities to perform
Internet diagnostics.
15
About the IP Phone 2004
• Virtual Office Login and Virtual Office
Logout (if Virtual Office is configured)
(Services)
Continued
(Shift)
• Test Local Mode and Resume Local
Mode (if Media Gateway 1000B is
configured)
Note 1: Press the Services key to exit
from any menu or menu item.
Note 2: The Password Admin menu
many not be available on your
IP Phone 2004. Consult your system
administrator.
Press the Headset key to answer a call
using the headset or to switch a call from the
handset or handsfree to the headset.
Press the Speaker key to activate
handsfree. The speaker LED indicator lights
to indicate when handsfree is active.
Press the Outbox/Shift key to toggle
between two feature key pages and to
access an additional six lines/features and
an additional 24 lines on the Nortel Networks
IP Phone KEM.
16
(Directory)
Press the Directory key to access directory
services.
(Mute)
(Quit)
About the IP Phone 2004
Press the Mute key to listen to the receiving
party without transmitting. Press the Mute
key again to return to two-way conversation.
The Mute key applies to handsfree, handset,
and headset microphones. The Mute LED
indicator flashes when the Mute option is in
use.
Press the Quit key to end an active
application. Pressing the Quit key does not
affect the status of calls currently on your
telephone.
Soft keys (self-labeled) are located below
the LCD display screen. The LCD label
above the key changes based on the active
feature.
Note: When a triangle appears before a
soft key label, the feature is active.
Press the More.. soft key to access the next
layer of soft keys (self-labeled).
When a message is left for the user, the
Message waiting indicator flashes. Also,
this indicator flashes when the telephone
ringer is ON.
The Expand to PC key to access external
server applications.
17
About the IP Phone 2004
The Copy key is a fixed key that is reserved
for future development.
Telephone display
The IP Phone 2004 has three display areas:
• The upper display area provides line and feature key status.
• The middle display area contains single-line information for items
such as caller number, caller name, feature prompt strings, userentered digits, date and time information, and telephone information.
• The lower display area provides feature soft key label information.
Figure 3 shows an idle LCD screen.
Figure 3: IP Phone 2004 LCD screen
18
About the IP Phone 2004
Call features and Flexible Feature Codes
System administration is required for call features and Flexible Feature
Codes (FFCs). Contact your system administrator to configure these
features and codes on your telephone.
The Call features and FFCs must be assigned to your telephone and
supported by system software.
Security features
Your Station Control Password (SCPW) enables the following security
features:
• Electronic Lock to prevent others from making calls from your
telephone.
• Password-protected telephone features (for example, Personal
Directory, Redial List, and Callers List).
Your initial SCPW is defined by your system administrator. Please contact
your system administrator for detailed information.
To change your SCPW:
(Services)
1. Press the Services key.
2. Press the Up/Down keys to scroll and
highlight Password Admin.
3. Press the Select soft key.
19
About the IP Phone 2004
4. Use the dialpad to enter your password
at the prompt.
5. Press the Up/Down keys to scroll and
highlight New Password.
6. Press the Select soft key.
7. Use the dialpad to enter the new
password.
8. Press the Select soft key to accept the
new password.
Note: If you have been locked out of
your IP Phone 2004, or have forgotten
your SPCW, please contact your system
administrator.
Note: The default configuration for Password Protection is off.
To turn Password Protection On/Off:
1. Press the Directory key.
(Directory)
2. Press the Up/Down navigation keys to
scroll and highlight Change Protection
Mode.
20
About the IP Phone 2004
3. Use the dialpad to enter your password
(if Password Protection is enabled).
4. Press the Enter soft key.
5. Press the Up/Down navigation keys to
scroll and highlight one of the following:
— Enable Password Protection
— Disable Password Protection
6. Choose one of the following soft keys:
or
— Yes to accept the selection.
— No to return to the Directory menu.
7. Press the Done soft key.
21
Enter and edit text
Enter and edit text
You can enter and edit text on your IP Phone 2004 using the following
methods:
• Enter and edit text using the telephone dialpad
• Edit text using the soft keys
Enter text using the telephone dialpad
You can use the dialpad to enter text when you use features such as
Personal Directory, Redial List and Callers List.
For example, if you want to enter the letter “A”, press the number 2 key
once. If you want to enter the letter “C”, press the number 2 key three
times.
Note: No letters are associated with the number 1 or the 0 keys.
Edit text using the soft keys
You can use soft keys to edit text when you use features such as
Personal Directory, Redial List, and Callers List.
To edit an entry in your Personal Directory, press the Directory key, and
select the desired entry from your Personal Directory.
To edit text:
1. Press the Edit soft key.
2. Press the Left/Right navigation keys to move through the text.
3. Select the appropriate editing soft key for the operation you want to
perform.
4. If the key you want is not visible, press the More.. soft key to access
the next layer of soft keys.
5. Press the Up navigation key to access the symbols.
22
Enter and edit text
6. Press the Left/Right navigation keys to move to a specific symbol.
7. Press the Choose soft key to select a symbol.
8. Press the Next soft key to submit your changes.
Table 1 describes the soft key editing functions on the IP Phone 2004.
Table 1: Editing soft key description
Soft key Description
Cancel Action is cancelled.
Choose Select a symbol.
Clear Clear the input field.
Case Switch the next character to either uppercase
or lowercase.
Delete Backspace one character.
Done/Select/Enter Meaning depends on application.
More… Access additional soft keys.
23
Connect the IP Phone 2004 components
Connect the IP Phone 2004
components
Before you begin
CAUTION
Damage to Equipment
Do not plug the IP Phone 2004 into a regular
telephone jack. This results in severe damage
to the IP Phone. Consult your system
administrator to ensure that you plug your
telephone into a 10/100BaseT Ethernet jack.
Steps
1. Connect one end of the handset cord to the handset jack (identified
with a handset icon) on the back of the telephone. Connect the other
end to the jack on the handset.
2. Choose one of the following connections:
a. For a telephone not sharing LAN access with a PC, connect one
end of the CAT5 line cable to the LAN ethernet port located on
the back of the telephone (identified with a LAN icon). Plug the
other end of the CAT5 line cable into the IP network.
b. For a telephone sharing LAN access with a PC, connect one end
of the CAT5 line cable to the LAN ethernet port located on the
back of the telephone (identified with a LAN icon) and the other
end to the IP network. Insert a second CAT5 line cable into the
PC ethernet port located on the back of the telephone (identified
with a PC icon) and the other end into the computer's Ethernet
port.
3. Contact your installation technician for the proper power option. This
telephone can be powered by an AC adapter or over a LAN.
4. Thread the cord around the strain relief, retaining hook, and channel
provided for a secure power connection.
24
Connect the IP Phone 2004 components
5. Secure the telephone footstand to the telephone base. Use the angle
grip on the top back of the telephone to change position.
Figure 4 shows connections on the IP Phone 2004.
Figure 4: IP Phone connections
25
Configure options on the IP Phone 2004
Configure options on the
IP Phone 2004
The IP Phone 2004 Services menu lists the following submenus:
•The Telephone Option menu enables you or your system
administrator to configure telephone preferences.
•The Password Admin menu enables you or your system
administrator to change the Station Control Password.
•The Virtual Office Login and Test Local Mode (for branch office)
menus are listed when an IP Phone 2004 Class of Service is
configured for Virtual Office and branch office. (For more information,
page 115).
Note: The Password Admin, Virtual Office Login, and Test Local
Mode menus may not be available on your IP Phone 2004. Consult
your system administrator.
The Telephone Option menu offers the following options:
Volume adjustment...
Contrast adjustment
Language...
Date/Time format...
OnHook Default path
Call Timer
Note: When an option has a sublist, an ellipses (...) appears after the
option.
26
Display diagnostics
Local DialPad Tone
Ring type...
Change feature key label
Set Info
Configure options on the IP Phone 2004
Use the Telephone Option menu
To use the Telephone Option menu:
1. Press the Services key.
2. Press the Up/Down navigation keys to
scroll and highlight Telephone Option.
3. Press the Select soft key.
4. Press the Up/Down navigation keys
to scroll and highlight an option
(for example, Language…).
or
5. Press the Select soft key. The display
provides information required to adjust
your selection.
6. Choose one of the following:
— Press the Select soft key to save
changes and return to the
Telephone Option menu.
— Press the Cancel soft key to keep
existing configurations.
27
Configure options on the IP Phone 2004
Adjust volume
To adjust the volume, press the Services key and select Volume
adjustment… from the Telephone Option menu. Choose one of the
following:
• Ringer
• Handset
• Handsfree
• Buzzer
To adjust Ringer volume:
1. Press the Up/Down navigation keys to
scroll and highlight Ringer.
2. Press the Select soft key.
28
3. To increase or decrease the volume,
choose one of the following:
or
—Press the Lower/Higher soft keys.
—Press the Up/Down navigation keys.
Configure options on the IP Phone 2004
4. Choose one of the following:
—Press the Select soft key to save the
or
— Press the Cancel soft key to keep
To adjust Handset listen volume:
1. Press the Up/Down navigation keys to
scroll and highlight Handset listen.
2. Press the Select soft key.
changes and return to the
Telephone Option menu.
existing configurations.
or
or
3. To increase or decrease the following,
do one of the following:
—Press Lower/Higher soft keys.
—Press the Up/Down navigation keys.
4. Choose one of the following:
—Press the Select soft key to save the
changes and return to the
Telephone Option menu.
— Press the Cancel soft key to keep
existing configurations.
29
Configure options on the IP Phone 2004
To adjust the Handsfree listen volume:
1. Press the Up/Down navigation keys to
scroll and highlight Handsfree listen.
2. Press the Select soft key.
3. To increase or decrease the volume,
or
choose one of the following:
—Press the Lower/Higher soft keys.
—Press the Up/Down navigation keys.
30
or
4. Choose one of the following:
—Press the Select soft key to save the
changes and return to the
Telephone Option menu.
— Press the Cancel soft key to keep
existing configurations.
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