Nortel Networks NN10300-020 User Manual

Carrier VoIP

Nortel IP Phone 2007 User Guide (CICM)

Release: (I)SN10 Document Revision: 02.03

www.nortel.com

NN10300-020

Carrier VoIP Release: (I)SN10 Publication: NN10300-020 Document status: Standard Document release date: 7 March 2008

Sourced in Canada, the United States of America, and the United Kingdom

This document is protected by copyright laws and international treaties. All information, copyrights and any other intellectual property rights contained in this document are the property of Nortel Networks. Except as expressly authorized in writing by Nortel Networks, the holder is granted no rights to use the information contained herein and this document shall not be published, copied, produced or reproduced, modified, translated, compiled, distributed, displayed or transmitted, in whole or part, in any form or media.

Contents

New in this release 7

Features 7

Other changes 7

Overview 9

IP Phone terminal description 10 Touch panel description 11

Terminal indicators 15

IP Phone 2007 menu systems 17

Main menu 17

Tools menu 20

Softkey Enhancement 7

Application area 11 Tools area 13 Calibration 14 Softkey functionality 14 Stylus 14 Touch screen maintenance 15

Logoff 17 Audio 17 Display 17 Feature 18 Language 18 Time 18 User 19 History 19 Diagnostics 19 Upgrade 19 Menu hierarchy 20

Network configuration 20 Local diagnostics 20 Touch panel setup 20 Contrast and brightness 21 USB devices 21

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TFTP upgrade 21 Preferences 21

How to use the navigation keys 21

Connecting the IP Phone to the LAN 23 Logging on 25 Logging off 27 Maintaining the touch panel 29

Calibrating the touch panel 29 Cleaning the touch panel 30

Making calls 31

Making a call using off-hook dialing 31 Making a call using handsfree dialing 31 Making a call using predial 32 Editing a predialed number 32

Answering calls 35

Answering a call 35 Answering a second call 35

Ending a call 37 While on an active call 39

Using call hold 39 Transferring a call 39 Using conference call 40 Using the mute feature 41

Using call forward 43 Navigating the menu system 45

Navigating the main menu 45 Navigating the Audio menu 46 Navigating the Feature menu 46 Navigating the Time menu 47 Navigating the User menu 47

Using the Audio menu 49

Viewing and editing your audio profile 49 Viewing and editing the default volumes 50 Viewing and editing the dialpad feedback 51 Resetting a default volume 51 Selecting a ring tone 52

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Adjusting the contrast and brightness of the display 53 Using the Feature menu 55

Using the Assign menu 55

Defining the key type 56 Assigning a directory entry to a feature key 57 Enabling or disabling autoscroll 57

Enabling or disabling the Inbox 58 Labeling a feature key 59 Using the Options menu 59

Enabling or disabling auto hide 59

Selecting the default line key 60

Resetting the feature key to the default settings 61

Selecting the language 63 Using the Time menu 65

Setting the time zone 65 Enabling Daylight Saving Time 65 Disabling Daylight Saving Time 66 Setting the time format 66 Setting the date format 67 Resetting the default time 68

Using the User menu 69

Viewing your username 69 Viewing your login type 69 Viewing, disabling, or enabling the auto login feature 70 Changing your password 71

Testing the local mode 73 Performing a firmware upgrade 75 Using the directory 77

Adding or editing a directory entry 77 Deleting an entry from the directory 78 Making a call using the directory 79

Using the Inbox 81

Accessing the Inbox 82 Viewing Inbox call information 82 Storing a number from the Inbox 82 Using the Inbox to make a call 83 Resetting the Inbox 83

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Using the Outbox 85

Accessing the Outbox 85 Viewing Outbox call information 86 Storing a number from the Outbox 86 Using the Outbox to make a call 87 Resetting the Outbox 87

Adjusting the sleep timer 89 Using the Preferences tool 91 Using the on-screen keyboard to enter text 95 Using the dialpad to enter text 97 Access Code summary 99

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New in this release

The following sections detail what is new in Nortel IP Phone 2007 User Guide (CICM), (NN10300-020) for release (I)SN10.

•

“Features” (page 7)

•

“Other changes” (page 7)

Features

See the following section for information about feature changes:

•

“Softkey Enhancement” (page 7)

Softkey Enhancement

The following feature changes were made:

•

“Overview” (page 9)

•

“IP Phone terminal description” (page 10)

•

“Application area” (page 11)

•

Table 1 "Touch panel application area" (page 12)

•

“Softkey functionality” (page 14)

Other changes

See the following sections for information about changes that are not feature-related:

• Added the procedure “Viewing and editing the default volumes” (page

50) and the procedure “Viewing and editing the dialpad feedback” (page 51).

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8 New in this release

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Overview

The IP Phone 2007 brings voice and data to the desktop by connecting directly to a Local Area Network (LAN) through an Ethernet connection.

When you are logged on to the system, the handset and keypad of the IP Phone 2007 operate in the same way as a standard Meridian Business Set (MBS) telephone. With the correct permissions, additional services and features can be accessed using the softkeys of the function display area. The four softkeys located below the display area can consist of a Menu softkey and three feature softkeys. The navigation keys can be used to select a particular menu option. The three feature softkeys can be configured by your system administrator to activate features provisioned on the line without having to use the dedicated feature key. The default Centrex features available on the softkeys are Transfer, Forward, and Conference. For more information, see “Softkey functionality” (page 14).

The Figure 1 "IP Phone 2007 components" (page 9) identifies the location of the keys and components on the IP Phone 2007.

Figure 1 IP Phone 2007 components

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10 Overview

IP Phone terminal description

The IP Phone 2007 offers these features:

•

five light-emitting diode (LED) indicator lamps

— message waiting lamp —

mute lamp

—

headset lamp

—

handsfree lamp

— link lamp

•

volume control keys

• standard telephone dialpad

• large, color touch panel display screen

—

adjustable contrast

—

adjustable backlight

•

fourteen programmable feature keys

•

seven dedicated feature keys

—

Inbox

—

Directory

—

Outbox

— Quit —

Expand

—

Services

—

Copy

• four softkeys; one softkey is for navigation and selection of menu

options, three remaining softkeys can be configured to support features

•

on-screen keyboard

• navigation key

• three audio modes

— handsfree speak and listen — headset (autodetect) — handset

• one USB port

— future support for USB mouse and keyboard

• automatic network configuration

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• upgradeable firmware

• wideband audio support

Touch panel description

Point-and-click operations are performed using the touch panel. The touch panel is used with the graphical user interface (GUI) to present soft keys directly on the display. Activate all feature keys and soft keys by touching the item in the display.

The display uses a cold cathode fluorescent lamp (CCFL) for backlighting. The display is not visible without the backlight, which turns off automatically after a period of inactivity. You can configure the timeout period. There is on-off and brightness controls and adjustable contrast.

Figure 2 "Touch panel application area" (page 12) identifies the sections

of the touch panel application area.

Figure 3 "Touch panel tools area" (page 13) identifies the sections of the

touch panel tool area.

Touch panel description 11

Application area

The application area provides feature key and soft key status; date and time display; caller name and number; menu options, directories, Inbox, and Outbox information.

The four softkeys allow you to have three softkeys configured to support features and one softkey to select menu options, see “Softkey

functionality” (page 14).

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12 Overview

Figure 2 Touch panel application area

This table lists the components of the touch panel application area.

Table 1 Touch panel application area

Component Description

Programmable line DN/feature keys Maximum of 14 feature keys available, but only

6 appear at a time. Use the navigation key to access these keys.

Multifield display screen

• date and time display

• call party information

•

feature status information

• menu options information

• directories, Inbox, and Outbox information

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Table 1 Touch panel application area (cont’d.)

Component Description

Touch panel description 13

Four soft keys

Dedicated feature keys

Tools area

The tools area provides controls for navigating between features and selecting tools. This area is visible and functional at all times.

Figure 3 Touch panel tools area

Softkey labels are context sensitive.

Softkeys can be configured to support features.

• Inbox

• Directory

• Outbox

• Quit

• Expand

•

Services

•

Copy

This table lists the components of the touch panel tools area.

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14 Overview

Table 2 Touch panel tools area

Components Description

Tools Provides access to the tools used on the

terminal.

Primary application Shows you the primary graphical external

application, as configured by the administrator, for example My CallPilot. Also used to launch the application.

Applications Shows a list of registered external graphical

applications. Also used to launch an application. Graphical applications are registered by the

administrator. Telephone Provides access to the telephone screen. Keyboard Displays the virtual keyboard. Two soft keys Soft key labels are context sensitive.

Calibration

Calibrate the touch panel when touch panel actions are not interpreted correctly.

See “Calibrating the touch panel” (page 29).

Softkey functionality

Softkey functionality allows access to a small subset of Centrex features on Nortel IP Phone 2007 softkeys, located below the main display. The administrator has the ability to change, enable, or disable the softkeys. The default features for these softkeys are Transfer, Forward, and Conference. The softkeys can be utilized when you are not navigating the CICM menus.

The features must be provisioned on the LINE to be displayed on the softkeys. For a LINE that does not have an m522 extension module, the softkey features reside on the first 14 feature keys. For a LINE that has one m522 extension module, the softkey features reside on keys 1 to 36. For a line that has two m522 extension modules, the softkey features reside on keys 1 to 58.

For more information, see Nortel CICM IP Phones Fundamentals, (NN10300-135).

Stylus

Operate the touch panel using the stylus. Nortel recommends that you use the stylus to avoid damaging the touch panel.

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Touch screen maintenance

The touch screen will need occasional cleaning.

CAUTION

Do not use any liquids or powders on the telephone. Using anything other than a soft, dry cloth can contaminate telephone components and cause premature failure.

Terminal indicators

The IP Phone terminal uses light-emitting diodes (LEDs) of different colors to indicate the current state of the terminal. The following table describes each color and its associated state.

A steady indicator means that the extension or feature beside it is active. A flashing indicator means the line is on hold or the feature is in the process of being programmed.

Indicator LED color Meaning

Terminal indicators 15

Message waiting Red (located at the top of the

set)

Headset Red (located on the front near

the Headset key)

Handsfree Red (located on the front near

the Handsfree key)

Mute Red (located on the front near

the Mute key)

Link/Data Red (located at the back on the

PCB near the CAT5 jack)

Lit when a message is waiting or a call is missed. The light turns off after you retrieve your message.

Lit when the headset is in use.

Lit when the handsfree mode is active

Lit when the mute feature is active. The system administrator can configure the mute lamp to be steady on or blinking.

Lit when the link is alive and flashes to indicate activity.

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16 Overview

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IP Phone 2007 menu systems

After you successfully log on, the menu systems are active and available. An up or down arrow indicates the navigation key to press to scroll to the next item. Labels appear on the soft keys, in response to items selected on the screen.

Some IP Phone functions can be accessed through the main menu and the Tools menu.

Main menu

The IP Phone main menu system provides access to these menus and functions.

Logoff

Use this item to log off from the network. See “Logging off” (page 27).

Audio

If you have permission to change the default volume on the handset, headset, and handsfree speaker, the audio item appears in the main menu. If you do not have this permission, audio profile appears instead.

Use the audio menu to:

• view and edit your audio profile

• change the volume of the handset, headset, and handsfree speaker

• select a ring tone

See “Using the Audio menu” (page 49).

Display

Use this item to adjust the contrast level of the display. See “Adjusting the contrast and brightness of the display” (page 53).

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18 IP Phone 2007 menu systems

Feature

Use the Feature menu to access these submenus:

Assign

Use the Assign menu to:

•

define the key type

•

enable and disable AutoScroll

• enable and disable the Inbox feature

See “Using the Assign menu” (page 55).

Label

Use the Label item to change a label associated with a feature key. See “Labeling a feature key” (page 59).

Options

Use the Options menu to:

•

• define your default feature

•

See “Using the Options menu” (page 59).

Reset

Use the Reset item to reset the feature keys to the default settings. See “Resetting the feature key to the default settings” (page 61).

Language

Use the Language item to select the language used in the display. See “Selecting the language” (page 63).

Time

Use the Time menu to:

• select a time zone

• enable or disable Daylight Saving Time

• select the format used to display the time

enable and disable auto hide

enable the Outbox feature

• select the format used to display the date

• reset the time to the defaults

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User

History

Main menu 19

See “Using the Time menu” (page 65).

Use the User menu to:

• view your username

• view your login type

• enable or disable auto login feature

•

change your password

See “Using the User menu” (page 69).

Use History menu to:

• reset the Inbox

• reset the Outbox

See “Resetting the Inbox” (page 83) and “Resetting the Outbox” (page 87).

Diagnostics

Use the Diagnostics item to test the local mode. See “Testing the local mode” (page 73).

Upgrade

Use the Upgrade item to perform a firmware upgrade. This item only appears if a firmware upgrade is available.

See “Performing a firmware upgrade” (page 75).

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20 IP Phone 2007 menu systems

Menu hierarchy

Tools menu

Network configuration

Local diagnostics

Touch panel setup

The tools menu provides access to these options. If password protection is enabled the system prompts you for a password

when you open the Tools menu. See Figure 3 "Touch panel tools area" (page 13) for location of the Tools

key.

Use the Network Configuration option to display the information configured during installation. This tool is used by administrators only.

Use the Local Diagnostics option to diagnose local problems. This tool is used by administrators only.

See “Testing the local mode” (page 73).

Use the Touch Panel Setup option to calibrate the touch panel. See “Calibrating the touch panel” (page 29).

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Contrast and brightness

Use the Contrast and Brightness option to adjust these levels of the display, and to reset the sleep timer. To extend the life of the touch panel display, the IP Phone uses a sleep timer, which turns off the backlight when the preset time elapses.

See “Adjusting the contrast and brightness of the display” (page 53) and

“Adjusting the sleep timer” (page 89).

USB devices

Use the USB Devices option to view information about the device connected to the USB port.

USB devices are not supported in release (I)SN09FF.

TFTP upgrade

Use the TFTP option to upgrade the firmware. This tool is used by administrators only.

See “Performing a firmware upgrade” (page 75).

How to use the navigation keys 21

Preferences

Use the Preferences option to access the Button Customizing Tool. Use the Button Customizing Tool to change the look of the dedicated feature keys.

See “Using the Preferences tool” (page 91).

How to use the navigation keys

The IP Phone terminal has four keys that you use to navigate the menus, and to help you to enter text in the display. See Figure 1 "IP Phone 2007

components" (page 9) for the location of these keys.

When the menu system is active, the navigation keys behave this way:

• up key—return to the previous menu item

• down key—got to the next menu item

• left/right key—active when you can enter text. To move the cursor to

the left, press the left key. Press the right key to move the cursor to the right.

After you select an option, you can press Ok on the touch screen to execute the selection.

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22 IP Phone 2007 menu systems

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Connecting the IP Phone to the LAN

Follow this procedure to connect the terminal to the Local Area Network (LAN), and to a power source.

CAUTION

Risk of equipment damage

Do not plug the IP Phone into a regular telephone jack. This causes severe damage to the terminal. Consult your system administrator to ensure that you plug your telephone into a 10/100BaseT Ethernet jack.

Prerequisites

IP Phones can be powered by an AC adapter or over a LAN. Contact your installation technician to identify the correct power option.

Step Action

1 Connect one end of the CAT-5 line cable to the LAN Ethernet

port, identified with a LAN icon, located on the underside of the terminal.

2 Connect the other end of the CAT-5 line cable to the IP network

jack.

For a terminal sharing LAN access with a PC, connect a second CAT-5 line cable into the PC Ethernet port located on the back of the terminal, identified with a PC icon. Connect the other end of the cable into the Ethernet port on the computer.

3 For a secure power connection, thread the cord around the strain

relief retaining hook and through the channel on the underside of the terminal.

4 Secure the terminal footstand to the terminal base.

--End--

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24 Connecting the IP Phone to the LAN

Procedure job aid

Figure 4 IP Phone connectors

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Logging on

This section describes how to log on to the network. If the Centrex IP Client Manager (CICM) is set up as part of a group of CICMs, you can choose which CICM to connect to. After you select a gateway, the terminal directs itself at that CICM and the Username screen appears.

If a firmware upgrade for the IP Phone is available, the system prompts you to upgrade when you log on. If the firmware level is between the minimum and maximum level set by the administrator, Yes and No options appear on the soft keys. If the terminal is below the minimum level, the only option available is Yes. You cannot log on until you perform the upgrade.

To perform an upgrade, see “Performing a firmware upgrade” (page 75).

Step Action

1 If the Selective Gateway Login feature is configured on your

system, navigate through the list to select the gateway.

2 When the gateway you want appears, press Ok, or start entering

your username.

If the Username Screen appears when you start to enter your user name, the characters you already entered appear at the beginning of the Username field.

3 If you make a mistake, press Clear to clear the field, and then

enter the user name again.

If your user name is too long for the display (longer than 15 characters), the digits scroll to the left and an ellipsis appears to the left of the user name.

4 Press Ok.

The Password screen appears.

5 Enter your password. For security, the password characters are

displayed as asterisks (*).

6 If you make an error, press Clear to clear the field, and then

enter the password again.

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26 Logging on

7 Press Ok.

You are logged on and the Menu screen appears.

--End--

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Logging off

Follow this procedure to log off from the network.

Step Action 1 From the touch panel, select Logoff.

2 Press Ok.

3 Confirm the action.

A confirmation screen appears.

You are logged off from the network.

--End--

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28 Logging off

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Maintaining the touch panel

Follow these procedures to maintain the touch panel.

Navigation

•

“Calibrating the touch panel” (page 29)

• “Cleaning the touch panel” (page 30)

Calibrating the touch panel

Follow this procedure to calibrate the touch panel. See Figure 3 "Touch panel tools area" (page 13) for location of the Tools

button.

Step Action

1 Press Tools.

The Tools menu opens.

2 Press Touch Panel Setup.

A calibration map appears. The system prompts you to touch the center of the red dot.

3 Use the stylus to press each dot, in order, starting with the dot

in the lower-left portion of the screen. Follow the sequence as prompted.

After the third dot is pressed, the display changes to indicate the result of the calibration. If the calibration is successful, the system displays a data calibration correct message. You are prompted to save the calibration. If the calibration is unsuccessful, the system displays a data calibration wrong message. You are prompted to repeat the calibration.

4 Perform one of the actions:

• If the calibration is correct, press Yes to save the settings.

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30 Maintaining the touch panel

You will exit to the main display.

• If the calibration is incorrect and you want to try again, press

Yes. Repeat step 3.

Cleaning the touch panel

Follow this procedure to clean the touch panel.

Step Action 1 Press and hold the Goodbye key.

--End--

CAUTION

Do not use any liquids or powders on the telephone. Using anything other than a soft, dry cloth can contaminate telephone components and cause premature failure.

2 Gently wipe the screen with a soft, dry cloth.

--End--

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