ShoreTel 230, 230g User Manual

4.5 (2)
ShoreTel 230, 230g User Manual

ShorePhone IP 230/230g Telephone

User Guide

Document and Software Copyrights

Copyright © 1998–2009 by ShoreTel, Inc., Sunnyvale, California, U.S.A. All rights reserved. Printed in the United States of America. Contents of this publication may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written authorization of ShoreTel, Inc.

ShoreTel, Inc. reserves the right to make changes without notice to the specifications and materials contained herein and shall not be responsible for any damage (including consequential) caused by reliance on the materials presented, including, but not limited to, typographical, arithmetic, or listing errors.

Trademarks

ShoreTel®, ShoreCare®, ShoreWare®, ShoreGear® and ControlPoint® are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. ShorePhone™ is a trademark of ShoreTel, Inc. in the United States and/or other countries. All other copyrights and trademarks herein are the property of their respective owners.

Patents

This product is covered by one or more of the following patents: United States Patent 6,996,059, United States Patent 7,003,091, United States Patent 7,167,486, United States Patent 7,379,540, and United States Patent 7,386,114. ShoreTel, Inc. All rights reserved.

Version Information

PN 850-1158-02

ShorePhone IP 230/230g Telephone User Guide

Date: January 6, 2009

Company Information

ShoreTel, Inc. 960 Stewart Drive

Sunnyvale, California 94085 USA

Phone: +1.408.331.3300 OR +1.800.425.9385 Fax: +1.408.331.3333

www.shoretel.com

Contents

GETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Your Phone's Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Guide to Status Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

LOGGING IN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 MANAGING CALLS – BASIC FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Placing Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Using the Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Using the Speakerphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Using the Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Using the Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Using the Speakerphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Using the Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Sending a Call to Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Diverting a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Answering Additional Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Transferring a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Making a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Using the Intercom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Placing a Call On or Off Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Redialing and Checking Missed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

AUDIO CONTROLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Adjusting Ring Tone Volume. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Adjusting Handset Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Adjusting Headset Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Adjusting Speakerphone Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Muting an Active Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

VOICE MAIL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Logging Into the Main Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Logging In from Another Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Logging In from an External Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Leaving a Message and Message Options . . . . . . . . . . . . . . . . . . . . . . . 23

OPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Changing Call Handling Mode and Forwarding . . . . . . . . . . . . . . . . . . . 24 Changing Automatic Off Hook Preference . . . . . . . . . . . . . . . . . . . . . . . 25 Changing Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Programming Your Custom Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Changing the Agent State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Enabling or Disabling Handsfree Mode . . . . . . . . . . . . . . . . . . . . . . . . . 27

DIRECTORY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 MANAGING CALLS – ADVANCED FEATURES . . . . . . . . . . . . . . . . . . . . . . . 30 Programmable Custom Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

3

Bridged Call Appearances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Silent Monitor / Barge In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Extension Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Answering a Monitored Extension's Call . . . . . . . . . . . . . . . . . . . . . 34

Whisper Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Picking Up the Night Bell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Toggling the Hunt Group Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Overhead Paging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using Group Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Parking and Unparking Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

CALL MANAGER SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

WEB ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Viewing Phone Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Rebooting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Adjust Display Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

QUICK REFERENCE OF COMMON STAR CODES . . . . . . . . . . . . . . . . . . . . 43

Office Anywhere Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

4

GETTING STARTED

Welcome to your ShoreTel™ IP phone! Your phone has many unique features, including an intuitive visual interface, custom keys, quick dialer directory, call handling modes for when you do not want to be disturbed, intercom, conferencing up to six parties, and much more.

Handset with

LCD Display

Finger Rest

141 x 44 pixels, monochrome

 

Scroll Button

Soft Keys

 

Select options

Context-sensitive

 

in interface.

functions defined

Speaker

 

on display.

Delivers

 

 

high

 

 

quality

 

 

wideband

 

 

sound.

 

 

Indicator LED

Flashing light alerts the user to incoming calls and unheard voice messages.

Three Custom Keys - indicators

Configurable as call keys, monitored extensions, speed dial keys, or programmed keys.

230: keys with green LED indicator.

230g: keys with tricolor LED indicator

Headset Jack

Dial Pad

Handset Jack

Audio Control Keys

Function Keys

Volume button controls

Perform core

handset, headset, speaker,

telephony

and ring volume. Mute,

functions.

Speaker, and Headset keys

 

illuminated when functions

 

are active.

 

Function Keys overlay

Vinyl overlay imprinted with international symbols

Microphone

5

Your Phone's Display

Your ShoreTel IP phone's display shows your name and extension, call handling mode, call appearance, monitored extensions, calls, duration of call, voice messages, date and time, soft key functions, and your phone’s operating status.

ShoreTel IP230/230g Idle Display

 

Your

 

 

Extension

 

 

Status Icon

 

 

Speed Dial

 

 

Monitored

 

 

Extension

Your

Soft

Unheard Voice

Name

Keys

Messages

Agent

Call

Missed

State

Handling

Calls

 

Mode

 

6

Guide to Status Icons

Your ShoreTel IP phone offers icons to help indicate the call state for the device. The table below lists the static and blinking icons, as well as the associated operational state.

 

Blink

230 LED

230g LED

 

Icon

Color and

Color and

State

Icon

 

Blink Pattern

Blink Pattern

 

 

 

 

 

 

 

 

 

 

 

 

 

Call Appearance

 

 

 

 

States

 

 

 

 

 

 

 

Off

Off

Idle

 

 

 

 

 

 

 

Off

Off

Idle and DND

 

 

 

 

 

 

 

Off

Off

Idle and Message

 

 

 

 

Waiting

 

 

 

 

 

 

 

Off

Orange

Idle, Message

 

 

 

Steady on

Waiting and DND

 

 

 

 

 

 

 

Green

Green

Off Hook

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Green

Active Call

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Green

Active Conference

 

 

Steady on

Steady on

Call

 

 

 

 

 

 

 

Green

Green

Remote Hold

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Green

Offering Call

 

 

1000ms on,

1000ms on,

 

 

 

1000ms off

1000ms off

 

 

 

 

 

 

 

 

Green

Green

Held or Parked Call or

 

 

250ms on

250ms on

Conference Call

 

 

250ms off

250ms off

 

 

 

 

 

 

 

 

 

 

7

 

Blink

230 LED

230g LED

 

Icon

Color and

Color and

State

Icon

 

Blink Pattern

Blink Pattern

 

 

 

 

 

 

 

 

 

 

 

Green

Red

Whisper Page Call

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Red

Active Call Whisper

 

 

Steady on

Steady on

Muted

 

 

 

 

 

 

 

 

 

Extension Monitor

 

 

 

 

States

 

 

 

 

 

 

 

Off

Off

Idle

 

 

 

 

 

 

 

Off

Orange

Idle and DND

 

 

 

Steady on

 

 

 

 

 

 

 

 

Off

Off

Idle and Message

 

 

 

 

Waiting

 

 

 

 

 

 

 

Off

Orange

Idle, Message

 

 

 

Steady on

Waiting and DND

 

 

 

 

 

 

 

Green

Green

Offering Call

 

 

1000ms on,

1000ms on,

 

 

 

1000ms off

1000ms off

 

 

 

 

 

 

 

 

Green

Green

Active Call Picked Up

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Orange

Held or Parked Call or

 

 

250ms on

250ms on

Conference Call

 

 

250ms off

250ms off

 

 

 

 

 

 

 

 

Off

Red

Monitored Ext. on

 

 

 

Steady on

Active Call

 

 

 

 

 

 

 

Off

Red

Monitored Ext. on

 

 

 

Steady on

Conference Call

 

 

 

 

 

 

 

Green

Green

Monitored Ext on

 

 

200ms on

200ms on

active Call + Offering

 

 

100ms off

100ms off

Call

 

 

700ms on

700ms on

 

 

 

1000ms off

1000ms off

 

 

 

 

 

 

8

 

Blink

230 LED

230g LED

 

Icon

Color and

Color and

State

Icon

 

Blink Pattern

Blink Pattern

 

 

 

 

 

 

 

 

 

 

 

 

Green

Green

800ms on

Picked up Monitored

 

 

800ms on

Orange 200ms on

Ext. Call + Monitor

 

 

200ms off

 

 

Ext on Active Call

 

 

 

 

 

 

 

 

Green

Orange

 

Picked up Monitored

 

 

200ms on

200ms on

Ext. Call and Held +

 

 

100ms off

100ms off

Monitor Ext on Active

 

 

200ms on

200ms on

Call

 

 

500ms off

500ms off

 

 

 

 

 

 

 

 

Green

Orange: 200 ms on

Picked up Monitored

 

 

800ms on

Green:

800 ms on

Ext. Call + Monitor

 

 

200ms off

Orange: 200 ms on

Ext held Active Call

 

 

100ms on

Green:

100 ms on

 

 

 

200ms off

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bridged Call

 

 

 

 

 

Appearance States

 

 

 

 

 

 

 

 

Off

Off

 

Idle

 

 

 

 

 

 

 

 

Green

Green

 

Offering Call

 

 

1000ms on,

1000ms on,

 

 

 

1000ms off

1000ms off

 

 

 

 

 

 

 

 

 

Green

Green

 

Active Call Picked Up

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

 

Off

Red

 

Line In-Use

 

 

 

Steady on

 

 

 

 

 

 

 

 

 

Green

Green

 

Held or Parked Call or

 

 

250ms on

250ms on

Conference Call

 

 

250ms off

250ms off

 

 

 

 

 

 

 

 

 

 

 

 

Feature Key With

 

 

 

 

 

Extension Target

 

 

 

 

 

States

 

 

 

 

 

 

 

 

Off

Off

 

Idle or Offering Call

 

 

 

 

 

 

 

 

Off

Red

 

Connected or Held

 

 

 

Steady on

Call

 

 

 

 

 

 

9

 

Blink

230 LED

230g LED

 

Icon

Color and

Color and

State

Icon

 

Blink Pattern

Blink Pattern

 

 

 

 

 

 

 

 

 

 

 

Off

Orange

DND

 

 

 

Steady on

 

 

 

 

 

 

 

 

Off

Red

(Dial/Transfer Mailbox

 

 

 

Steady on

Only) MWI

 

 

 

 

 

 

 

Green

Green

(Pickup, Pick/Unpark,

 

 

1000ms on,

1000ms on,

Pickup NightBell

 

 

1000ms off

1000ms off

Only) Offering

 

 

 

 

 

 

 

Green

Orange

(Unpark, Pick/Unpark

 

 

250ms on

250ms on

Only) Held/Parked

 

 

250ms off

250ms off

 

 

 

 

 

 

 

 

 

 

Toggle Functions

 

 

 

 

(Record, Whisper

 

 

 

 

Mute)

 

 

 

 

 

 

 

Off

Off

Function Off

 

 

 

 

 

 

 

Green

Orange

Function Available

 

 

Steady on

Steady on

 

 

 

 

 

 

 

 

Green

Orange

Record Active

 

 

250ms on

500ms on

 

 

 

250ms off

500ms off

 

 

 

 

 

 

 

 

Green

Orange

Whisper Mute Active

 

 

250ms on

500ms on

 

 

 

250ms off

500ms off

 

 

 

 

 

 

10

LOGGING IN

If you are using your phone for the fi

rst time and no extension has been

assigned, the phone's display shows “Available.” You can place calls but not

receive them. You need to log in, change your password, record your name,

and assign your extension to this phone. To log in:

 

Step 1

Press

Voice Mai l

.

 

 

 

 

 

Step 2

Enter the extension number assi

gned to you by your system

 

administrator.

 

 

Step 3 If your system administrator assigned you a password, enter it now (otherwise enter a default password of 1234), and

press .

Step 4 Enter a new password followed by . Check with your

system administrator for password length. Repeat to confirm password.

Step 5 Speak your name and press , then press one of the following options:

Accept

Review

Re-record

Delete

Cancel

Step 6 To assign your extension to this phone, press for voice mail options, and then press to re-assign the extension. Then, press .

You are now logged in. Your phone can receive calls, and you can check for new messages. With appropriate permissions (set by your system administrator), you can log into any ShoreTel IP phone on your network to assign your extension to that phone.

11

MANAGING CALLS – BASIC FEATURES

Placing Calls

Using the Handset

To place an internal call, pick up the handset and dial the extension. To place an external call, dial the trunk access code, then the phone number.

To end a call, hang up the handset.

Using the Speakerphone

To place an internal call, press the Speakerphone button and dial the extension. To place an external call, dial the trunk access code, then the phone number.

To end a call, press the Speakerphone button again.

Using the Headset

To place an internal call, press the Headset button and dial the extension. To place an external call, dial the trunk access code, then the phone number.

To end a call, press the Headset button again.

The figure below shows the information that appears on your ShoreTel IP phone when an outbound call is placed. Note that the soft keys at the bottom

of the window are different from the soft keys that appear when the phone is idle – they now allow you to park the call or hang up.

Outgoing call: ShoreTel 230/230g

 

 

Duration

 

 

of Call

Call

Call

Soft

Recipient’s

Recipient’s

Keys

Extension

Name

 

12

 

 

Answering Calls

Ring tones, the blinking Incoming Call Icon, and the flashing red LED light in the top right-most corner of your phone all identify an incoming call on your phone. A double ring signals an internal call, while a single ring signals an external call. On ShoreTel 230 and 230g phones, thealsocallblinkskey green.

If the information is available, the caller’s name, number, and the incoming call icon appear on your display, as shown in the figure below. (The caller's name may be abbreviated to fit on one line.)

 

Incoming

 

Call Icon

 

Caller’s

 

Name

 

Caller’s

 

Extension

Soft

Trunk

Keys

Information

To answer the call, do one of the following:

Using the Handset

To answer a call, pick up the handset when the phone rings.

To end a call, hang up the handset.

Using the Speakerphone

To answer a call, press the Speakerph

button

. The LED in the button

lights green.

 

 

To end a call, press the Speakerphone button again.

Using the Headset

To answer a call, press the Headset button . The LED in the button lights green.

To end a call, press the Headset button again.

13

Sending a Call to Voice Mail

When an incoming call arrives, a To VM soft key becomes available, as shown in the figure on the previous page. Press the To VM soft key to send the caller directly to your voice mailbox.

Diverting a Call

You can send an incoming call to another extension or to an outside number without answering it.

Step 1 Press Transfe r .

Step 2 Enter the number, or press the extension's custom key.

Step 3 Press the Transf soft key to complete the transfer to an extension.

Answering Additional Calls

With the appropriate permissions, you can receive up to 16 incoming calls at once. (The maximum number is set by your system administrator.) If you receive an incoming call while you are on the phone, you can press the blinking call appearance button to answer the incoming call, and the current call will automatically be put on hold.

Alternately, if the phone is out of call appearance buttons, you can interact

Hold

with multiple calls by repeatedly pressing the Hold button .

If you receive an incoming call while you are on another call, you will hear a

beep on the call. To answer the incoming call and put the current call on hold,

Hold

press the Hold button . To return to the previous call, press the call

Hold

appearance key or press the Hold button again to toggle through the calls.

Transferring a Call

To transfer a call from your extension to another number:

Transfe r

Step 1 Press the Transfer button . The call is put on hold.

Step 2 At the prompt, dial the number (or press the extension's custom key, or use the Directory to find the party), then do one of the following:

aComplete a blind transfer by hanging up or by pressing the Transfsoft key.

14

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