Nortel Networks 2004 User Manual
Title page
Nortel Communication Server 1000
IP Phone 2004
User Guide
Revision history
August 2005
Standard 6.00. This document is up-issued to support Nortel
Communication Server 1000 4.5.
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 4.0.
October 2003
Standard 3.00. This document is up-issued to support
Succession 3.0 Software and the Net6 Transformation Gateway
feature.
Revision history
November 2002
Standard 2.00. This document is up-issued to support Meridian 1
Release 25.40 and CSE 1000 Release 2.0.
June 2001
Standard 1.00.
3
Revision history
4
Contents
About the Nortel IP Phone 2004 . . . . . . . . . . . . . . . . . . . . . 11
Basic features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Telephone controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Telephone display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Call features and Flexible Feature Codes . . . . . . . . . . . . . . . 19
Security features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Entering and editing text . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Entering text using the telephone dialpad . . . . . . . . . . . . . . . 22
Editing text using the soft keys . . . . . . . . . . . . . . . . . . . . . . . . 22
Connecting the components . . . . . . . . . . . . . . . . . . . . . . . . 24
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Connecting the phone components . . . . . . . . . . . . . . . . . . . . 24
Contents
Configuring options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using the Telephone Option menu . . . . . . . . . . . . . . . . . . . . . 27
Adjusting the volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adjusting the display screen contrast . . . . . . . . . . . . . . . . 29
Selecting a Language . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Selecting date/time format . . . . . . . . . . . . . . . . . . . . . . . . 31
Enabling OnHook Default Path . . . . . . . . . . . . . . . . . . . . 31
Enabling/disabling Call Timer . . . . . . . . . . . . . . . . . . . . . . 32
Using Display Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . 32
Choosing local dialpad tone . . . . . . . . . . . . . . . . . . . . . . . 33
Choosing a ring type . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Changing feature key labels . . . . . . . . . . . . . . . . . . . . . . . 34
Viewing telephone information . . . . . . . . . . . . . . . . . . . . . 36
Configuring call log options . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Configuring the Callers List log . . . . . . . . . . . . . . . . . . . . 37
5
Contents
Configuring New Call indication . . . . . . . . . . . . . . . . . . . . 38
Configuring Preferred Name Match . . . . . . . . . . . . . . . . . 39
Configuring Area Code set-up . . . . . . . . . . . . . . . . . . . . . 40
Configuring Name Display format . . . . . . . . . . . . . . . . . . . . . . 42
Making a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Using off-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Using on-hook dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Using Handsfree dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Using the Directory applications . . . . . . . . . . . . . . . . . . . . . . . 47
Making a call using Corporate Directory . . . . . . . . . . . . . 48
Making a call using Personal Directory . . . . . . . . . . . . . . 49
Making a call using the Callers List . . . . . . . . . . . . . . . . . 50
Making a call using Redial List . . . . . . . . . . . . . . . . . . . . . 51
Using Predial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Using AutoDial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Using Ring Again . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Using Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Using System Speed Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Using Hot Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Using Intercom calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
While on an active call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Placing a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Transferring a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Using Timed Reminder Recall . . . . . . . . . . . . . . . . . . . . . . . . 63
Using Attendant Recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Using Call Park . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
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Contents
Recording a Calling Party Number . . . . . . . . . . . . . . . . . . . . . 67
Displaying incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Tracing a malicious call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using Automatic Answerback . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using Call Pickup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Using Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
While away from your desk . . . . . . . . . . . . . . . . . . . . . . . . . 73
Using Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Using Internal Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Using Remote Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Securing your telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Talking with more than one person . . . . . . . . . . . . . . . . . . 79
Using the Call Join feature . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Setting up a Conference call . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using the Conferee Selectable Display
and Disconnect feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Using Group Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Working without interruption . . . . . . . . . . . . . . . . . . . . . . . 85
Using Make Set Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Additional call features . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Using AutoDial Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Using the Buzz signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Using Call Page Connect to make an announcement . . . . . . 87
Using Centrex/Exchange Line Switchhook Flash . . . . . . . . . . 88
Charging a call or charging a forced call . . . . . . . . . . . . . . . . 89
Using Enhanced Override . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
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Contents
Using Forced Camp-on feature . . . . . . . . . . . . . . . . . . . . . . . 93
Overriding a busy signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using Privacy Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Using Radio Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Using Voice Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Additional phone features . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Using Personal Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Using Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Using Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Using Virtual Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Logging in to Virtual Office . . . . . . . . . . . . . . . . . . . . . . . 106
Using Virtual Office on your remote telephone . . . . . . . 108
Using Virtual Office on your office telephone . . . . . . . . . 109
Logging out of Virtual Office . . . . . . . . . . . . . . . . . . . . . . 110
Troubleshooting Virtual Office . . . . . . . . . . . . . . . . . . . . 111
Using Media Gateway 1000B . . . . . . . . . . . . . . . . . . . . . . . . 114
Using Test Local Mode . . . . . . . . . . . . . . . . . . . . . . . . . 114
Using Resume Normal Mode . . . . . . . . . . . . . . . . . . . . . 115
Troubleshooting MG 1000B . . . . . . . . . . . . . . . . . . . . . . 116
Using Hospitality features . . . . . . . . . . . . . . . . . . . . . . . . . 117
Configuring Automatic Wake-Up . . . . . . . . . . . . . . . . . . . . . 117
Activating Message Registration . . . . . . . . . . . . . . . . . . . . . 119
Using Maid Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Using Display Room Status . . . . . . . . . . . . . . . . . . . . . . . . . 121
Accessing External Server Applications . . . . . . . . . . . . . 124
Flexible Feature Codes (FFCs) . . . . . . . . . . . . . . . . . . . . . 125
Accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
IP Phone Key Expansion Module (KEM) . . . . . . . . . . . . . . . 126
8
Contents
Terms you should know . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
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Contents
10
About the Nortel IP Phone 2004
About the Nortel IP Phone 2004
The Nortel 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: All features are not 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
11
About the Nortel 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: All IP Phone 2004 phones are not 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 Nortel IP Phone 2004
Telephone controls
Note: Some IP Phone 2004 phones are equipped with optional key
caps. Text in parenthesis indicates 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 Nortel IP Phone 2004
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 line is active. A flashing
LCD indicates that the line is on hold.
A steady LCD light beside a feature key
indicates that the feature is active. A flashing
LCD indicates that the feature is being
programmed.
Use the Goodbye key to terminate an active
call.
(Goodbye)
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 Nortel 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 Nortel 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 IP Phone
KEM.
16
(Directory)
Press the Directory key to access directory
services.
(Mute)
(Quit)
About the Nortel 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.
(Expand)
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.
Use the Expand to PC key to access
external server applications.
17
About the Nortel IP Phone 2004
Press the Copy key to copy entries to your
Personal Directory from other lists, such as
the Caller List, Redial List, Corporate
Directory, etc.
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 Nortel 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 password (SCPW):
1. Press the Services key.
(Services)
2. Press the Up/Down keys to scroll and
highlight Password Admin.
3. Press the Select soft key.
19
About the Nortel IP Phone 2004
4. Use the dialpad to enter your password
5. Press the Up/Down keys to scroll and
at the prompt.
highlight New Password.
Note: The default configuration for Password Protection is off.
To turn Password Protection On/Off:
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.
1. Press the Directory key.
20
(Directory)
2. Press the Up/Down navigation keys to
scroll and highlight Change Protection
Mode.
About the Nortel 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
Entering and editing text
Entering and editing text
You can enter and edit text on your IP Phone 2004 using the following
methods in conjunction with each other:
• Enter and edit text using the telephone dialpad
• Edit text using the soft keys
Entering 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.
Editing 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
Entering and editing 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
Connecting the components
Connecting the 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.
Connecting the phone components
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.
5. Secure the telephone footstand to the telephone base. Use the angle
grip on the top back of the telephone to change position.
24
Connecting the components
Figure 4 shows connections on the IP Phone 2004.
Figure 4: IP Phone connections
25
Configuring options
Configuring options
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 Telephone
Option menu offers the options shown in Figure 5
•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 106).
Note: The Password Admin, Virtual Office Login, and Test Local
Mode menus are not available on all IP Phone 2004 phones. Consult
your system administrator.
Figure 5: Telephone Option menu
Volume adjustment...
Contrast adjustment
Language...
Date/Time format...
OnHook Default Path
Call Timer
Display Diagnostics
Local DialPad Tone
Ring type...
Change feature key label
Set Info
Note: When an option has a sublist, an ellipsis (...) appears after the
option.
26
Configuring options
Using the Telephone Option menu
Use the Telephone Option menu to access the following:
• “Adjusting the volume” on page 28
• “Adjusting the display screen contrast” on page 29
• “Selecting a Language” on page 30
• “Selecting date/time format” on page 31
• “Enabling OnHook Default Path” on page 31
• “Enabling/disabling Call Timer” on page 32
• “Using Display Diagnostics” on page 32
• “Choosing local dialpad tone” on page 33
• “Choosing a ring type” on page 34
• “Changing feature key labels” on page 34
• “Viewing telephone information” on page 36
To use the Telephone Option menu:
(Services)
1. Press the Services key.
2. Press the Up/Down navigation keys to
scroll and highlight Telephone Option.
3. Press the Select soft key.
27
Configuring options
or
Adjusting the volume
4. Press the Up/Down navigation keys
to scroll and highlight an option
(for example, Language…).
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.
To adjust the volume, press the Services key and select Volume
adjustment… from the Telephone Option menu. Select Ringer,
Handset, Handsfree, Headset, or Buzzer.
To adjust the volume:
1. Press the Up/Down navigation keys to
scroll and highlight one of the following:
— Ringer
— Handset listen
— Handsfree listen
— Headset listen
—Buzzer
28
Configuring options
D
U
2. Press the Select soft key.
own
or
or
or
p
3. To increase or decrease the volume, do
one of the following:
— Press the Down/Up soft keys.
—Press the Up/Down navigation keys.
4. Choose one of the following:
—Press the Select soft key to save the
volume level and return to the
Telephone Option menu.
— Press the Cancel soft key to keep
existing configurations.
Adjusting the display screen contrast
To adjust the LCD display screen contrast, press the Services key and
select Contrast adjustment from the Telephone Option menu.
Note: If you have a Nortel IP Phone KEM attached to your telephone,
adjusting the telephone’s LCD display screen contrast also adjusts
the display screen contrast configuration for the IP Phone KEM.
29
Configuring options
D
U
To adjust the display screen contrast:
own
or
or
or
p
1. To increase or decrease the display
contrast level, choose one of the
following:
— Press the Down/Up soft keys.
—Press the Up/Down navigation keys.
2. 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.
Selecting a Language
The display is available in multiple languages. To choose a language,
press the Services key and select Language… from the Telephone
Option menu.
To select a language:
1. Press the Up/Down navigation keys to
scroll and highlight the desired language
(for example, German [Deutsche]).
2. Choose one of the following:
—Press the Select soft key to save the
or
30
desired language and return to the
Telephone Option menu.
— Press the Cancel soft key to keep
existing configurations.
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