Siemens NI-1200 User Manual

SIEMENS

1275·00030

June 1999

OPTISET@ NI-1200

National ISDN Desktop Terminal

Operating Guide

© Copyright 1999. Siemens Information

Inc.

All rights reserved.

This document
copied or reproduced without the prior written permission of Siemens
Information and Communication Networks.

Any

and
Siemens Information and Communication Networks from time
without notice.

by

Issued

900

Broken

is

provided with

all

Information or specifications are subject

Siemens Information and Communication Networks,

Sound

Parkway,

NW.,

Boca

the

Ralon,

and

Communication Networks,

understanding that

Florida

33487

it

shall

not

to

change by

to

time

Inc.

Printed In U.S.A.

be

June

Issue 5,

Warning: Hackers who unlawfully gain access
criminals. Curronlly,
Iype

of

criminal aclivily. Siemens will nol acceplliabilily for any damages, including long dislance
charges, which resull from unauthorized use. Although Siemens has designed liecurity features
into ils

prodUCIS,

practices wilhin your company, including training, security awareness, and call auditing.
Siemens sales and service personnel, as welt as Siemens's business partners, are available

work wilh you to help you guard against unauthorized use
Warning: This equipment has been lesled and found

digilal device, pursuant to Part
reasonable protection against harmful Inlerference when the eqUipment is operated in a
residantial installalion. This equipment generales, uses, and can radiale radio frequency enorgy

and,

i/

nOI

10

radio communications. However, (here is no guarantee Ihet interlerence will not occur in a
particular installation.
reception, which can be dotermined by turning the equipment olf and on, the user is encouraged
to

try

10

correct

• Reorient or rolocale tho receiving antenna.

• Increase the separalion between the equipment and receiver.

• Connect the equipment into
connected.

• Consullthe dealer or

1999

10

we

do

nOl

know

of

any telecommunications system thaI is immune to this

Ills

your sole responsibility to use the security features and to establish securily

15

of the FCC Rules. These fimils are designed

installed and used In accordance with the inslructions,

If this equipment does cause harmful interlerence to radio or television

the

interference

by

one

or

more of lhe fol/owing measures:

an

outlel

an

experience{j radio/TV technician for help.

customer lelecommunlcalions systems are

01

your lelecommunlcations system.

10

comply wilh Ihe limits for a Class B

on

a circuil dilferenl Irom that

may

cause harmful interlerence

10

which Iha recoiver is

to

provide

10

ISSUE INFORMATION

Summary

Pages Issue

Cover 5
Issue Information

v through x

1 through 118

This document consists of 128 pages.

5
5

5

Issue

5,

June

1999

Changes or modilications
equipment.

This equipment does nol exceed Class B limils per radio noise emissions for digilal apparatus,
sel oul

in

rhe
Operation
requiring the owner or operator to lake whatever steps are necessa'Y
See

Inslruction manual.

Cat equipmenl

les appareils numeriques. tel/es que prescriles par
elabli par
paut anlrainer
I'operaleur
d'inslruclions.

June 1999
Document order number:
No

part

(orm

or by any means, mechanical, eleclronic, photocopying, recording, or otherwise, without

prior wrillen permission of Siemens Information and Communication Networks.
Reques' Siemens publicalions from your Siemens representative or the Siemens branch lierving

you.

Oplisel and Siemens are registered lrademarks of Siemens Akliangesellschaf1
®Siemens

Radio Interference Regulation

In

a residential area may cause unacceptable Interference

ne

depasse pas les limites de Classe B d'emission de bruils radioeleclriques pour

Ie

ministilro des Communications du Canada. l'exploitation faile

10

brouillage des receptions radio et teltt, ce qui obligerai\

iI

prendre los disposilions necessairos pour

01

this publication may be reproduced, slored in a retrieval syslam, or Iransmilled, in any

AG

1995, 1996, 1997, 1999. All rights reserved.

Ii

to

Ihis equipmanl coul{j voi{j the use,'s aUlhority

01

the

Canadian Departmenl of Communications.

Ie

Reg/emen' sur

en

1275·00030 Part Number: l30500·B76·X

to
10

Ie

brouil/age radioelaclrique

eliminer les causes. Voir

10

operato this

radio and

correclthe interference.

TV

en

milieu residentiel

Ie

proprielaire ou

SfW

Revision

receplion

Ie

GUide

406

1275·00030

Issue History

Issue

Issue 1
Issue 2
Issue 3

Issue 4

Issue 5

Date Issued

October 1995
June 1996
September 1996

July 1998

June 1999

Comments

Initial Issue
Updated cover
Updated to support firmware release

2.06
Updated to support firmware release

3,06
Reformatted and updated to support all

firmware releases through 4.06

1275·00030

III

Issue

5,

June

1999

Issue

5,

June

1999

SUMMARY OF ISSUE ENHANCEMENTS

Issue 1

• Initial issue.

Issue 2

• Updated cover to remove implied exclusive EWSD product
association

Issue 3

• Updated cover to indicate that firmware releases through 2.06
are covered in the Operating Guide.

Issue 4

• Updated cover
are covered in the Operating Guide.

Issue 5

• Reformalled entire document.

• Added information regarding operation of the Optiset terminal
with the DCO switching system.

• Updated book to reflect firmware releases through 4.06.

to

indicate that firmware releases through 3.06

CONTENTS

1.

INTRODUCING YOUR OPTISET TERMINAL 1

Programming Requirements 2
Switching System
Operating Components

Display 4
Dialog Keys 4
Handset 5
Dial Pad 5
Feature/Line Keys 5

Status Lights 5
Faceplate Labels 6
Speaker 6
Microphone 7
Volume
Optional Headset 7

Types of Service Supported 8

Basic ISDN Terminal 8
Multiline Hunt Group 8
Basic Electronic Key Telephone Service 8
Call Appearance Call-Handling 9

Additional Call Offering 9
Terms That May Be New to You 10

2.

BASIC CALL OPERATIONS

Place a Call (Using the Handset) 13
Place a Call (Using a Speed Dial Key) 14
Answer a Call (Using the Handset) 16
Answer a Call While Another Call Is Active

(Using a Line Key) 17

Place a Call On Hold (Using the HOLD Key) 1
Return to Any Held Call (Using the Associated

Line Key)

Transfer a Call (Using the Transfer Key) 19

NalionallSDN

UpNolume

Compliance Issues 2

Down Keys 7

..4

13

B

1B

Iv 1275·00030

1275-00030

v

Issue

5,

June 1999

Establish a Conference Call (Using the

Conference Key)

Drop the Last Party Added to a Conference

(Using the Drop Last Party Key)

Back Out of a Transfer or Conference Setup

(Because of Busy Signal)

3. ALTERNATIVE

Originate a Call (No Other Calls Active)

Originate a Call (With Another Call Active)
Receive a Call (No Other Calls Active) 28
Receive a Call (With Another Call Active)
Receive All Calls Automatically

Reject a Call (No Other Calls Aclive) 30
Reject a Call (With Another Call Active) 30
Reject All Calls (Do Not Disturb)
Clear an Active/Connected Call

Clear

a Call On Hold 32

Hold a Call 32
Retrieve a Call (No Active Call Connected) 34

Retrieve a Call (With Another Active Call Connected) 34
Transfer a Call 36
Set Up Conference Call 37

CALL

OPERATIONS 25

4. USER-CONTROLLED TERMINAL SETTINGS

Password Prompt
Assign, Change, or Delete Password 42
Adjust Audio Settings 44

Ringer Loudness 44
Ringer Pitch 46
Handset Loudness 47

Speaker Loudness 49
Key Click
Busy Alerting Type 52

Adjust Local Features 54

Menu Overlay Delay 54
Speaker Control. 55
Line Select Mode 56
Menu Setting 58

20

22

22

25
27

29
29

31

31

41

41

51

Issue

5, June 1999

Hot Keypad
Speaker Setting 62
Incoming Call Display 64

Off Hook Result 65
Fast Transfer 67
OMS Fast Transfer
Autoanswer Mute 70

Set Date 72
Set Time 72

61

69

5. OPTISET TERMINAL USED AS AN EKTS PHONE 75

CACH EKTS Directory Number Restrictions 75
EKTS Associated Calls 75
Multiple Call Appearances
logging
EKTS Functions On Your Optiset

6.

HEADSET OPERATION 83

Controlling the Headset Using the Plug 83

Controlling the Headset with the Headset Control Key 84
Controlling the Headset Using Keys or Menu Options 84

7.

FEATURES 87

Autoanswer 87

Automatic Callback 88

CACH EKTS Calls 76

Answering Incoming Calls 76
Incoming Calls on a Multiple CA Key 77
Automatic Callback Calls on a Multiple CA Key 78
Outgoing Calls
Bridge onto an EKTS Associated Call 79
EKTS Associated Calls on a Multiple CA Key 79
Privacy for EKTS Calls 79
ConferencefTransfer Call Appearance 80
Hold
Intercom

Plugging Headset In 83
Removing the Headset

Answering an ACB Call 88
Making

an

Outgoing Call While ACB is Alerting 88

on

a CACH EKTS Phone 75

TerminaL

on

a Multiple CA Key 78

P,ug

76

81
81

84

vi

1275-00030

1275·00030

vII

Issue

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June 1999

Issue

5,

June 1999

Cancel Automatic Callback
Call Log
Conference/Large Conference
Date
Direct Station
Do

Not Disturb 92
Download 92
Fast Transfer/OMS Fast Transfer 93
Feature Indicator/Speed Dial 93
Feature Key Inspection 93

Local Feature Inspection 94
System Feature Inspection 94
Idle Line Inspection 94

Active Call Inspection 94
Group Pickup 95
Hold 95
Intercom 96
Line Status/Speed Dial. 97
Make Busy 97
Mute 97
Preview Mode 98
Redial 98

Ringer Off
Speaker 99

Speed Dial 99
Time 100
Transfer 100
User-to-User Information (UUI)
User-lo-User Signaling (UUS)

UUS Answering 102
UUS Originating 102
UUS Terminating 103

Select

89
89
89
91
91

99

101
101

Outgoing Call - Ringing
Connected Call
Call On Hold
Conferenceffransfer CA On Hold
Transfer - Dialing
Transfer - Ringing/Connected
Conference - Dialing
Conference - Ringing/Connected
Consultation - Dialing
Consultation - Ringing/Connected
Download Available
Call Log Accessed

INDEX

106
107
107
107
108
108
108
108

109
109
109
109

111

8.

MENU

Idle Terminal 105
Incoming Call Alerting 106
Auto Callback Call Alerting 106
Outgoing
Outgoing Call - Dialing 106

viii

TREES

Call·

Offhook 106

1275-00030

105

1275·00030

Ix

Issue

5,

June

1999

FIGURES

Issue

1. INTRODUCING YOUR OPTISET

5,

June 1999

1.

OplisetlSDN Terminal Operating Components ......... 1

TERMINAL

Your Optiset terminal contains keys, indicator lights, faceplate
labels, and conventional telephone components that enable you

place and receive calls and operate the features that are available
through the terminal. These operating components are identified in
Figure

1.

....

....

~

)I"

. , I

..

..,.,

\0

t:n;!:

:-.

:b:;4ki:t{::~i1~;~:ii~,~~r'

iO

0

10
10

~

~(;J[&J

[&J[&J[&]

(;;J(;)(;l

l::J~UJ

[~:)cS:)(:~:XIJ

1.

Display

2.

Handset

3.

Volume
Volume
Keys

4.

Built·ln Speaker
(under hendsel)

5.

Diel

6.

Slelus lights

7.

Faceplates

8.

Feature/Line
Keys

9.

Buill·ln
Microphone
(under phone)

10.

Dialog

Up
Down

Keypad

Keys

to

end

x

1275·00030

Figure

Please take a few minutes to study this illustration and

1.

Optlset

ISDN

Terminal Operating Components

to

familiarize
yourself with the numbered components. This will help you to
beller understand the instructions and learn the procedures in this
guide.

1275·00030

1

Issue

5,

June

1988

Programming Requirements

For the Optiset terminal to operate

as

described

in

this guide, il

must have been programmed with at least the following features:

• Line Hold Mode

• Off-hook answers any alerting call appearance

• Menu Active

• One Feature Key per Line Appearance

• Feature Keys for key operation of the following features:

- Conference

• Transfer

- Drop Last Party (Conference)

- Speed Dial

• Redial

- Hold

- Preview

- Connect

• Disconnect

• Speaker Key

• Fast Transfer active

If your terminal does not operate as described
with the person responsible for installing and setting

in

this guide, check

up

your
terminal to be sure your terminal has been programmed for these
reqUired features; or refer to document 1275-00050,

1200

National ISDN Desktop Terminal Installation,

Programming

Guide.

Optiset

Setup,

NI-

and

Switching System National ISDN Compliance Issues

The instructions

in

this guide are written for an Optiset terminal

served by a switching system that complies with National ISDN (N!)

Issue

5,

June 1999

standards. This includes the

EWSD@

switching system. The
Optiset terminal also can be used, with certain limitations, when
connected to a switching system that

Is

not fully NI-compliant.

Switch-based or combined local/switch-based features may operate

in

somewhat differently than described

variations

in

the compliance

of

the switching system to Nl

this guide because of

standards.
In

particular, Transfer procedures may vary from one switching

to

system

another.

In

this guide, the Transfer feature is invoked

by
pressing the Transfer feature key (or selecting the Transfer menu
option) while the call to be transferred is active, dialing the number

up

of the party to receive the call, and then simply hanging

to

complete the transfer. However, with some switching systems, one

be

of the following procedures must

used instead to transfer an

active call:

• Press the Transfer feature key; dial the number of the party to
receive the call; if you wish, announce the call to

the

receiving

party; and then press the Transfer feature key again to connect

the two parties.

• Press the Conference feature key; dial the number of the party

to receive the call; if you wish, announce the call to the
receiving party; and then press the Transfer feature key to
disconnect yourself and connect the other two parties.

• Press the Conference feature key; dial

to receive the call; if you wish, announce the call to

the

number of the party

the
receiving party; press the Conference feature key again to
establish a 3-way conference; and then hang

up

to leave the

other 2 parties connected.

In

addition, the way your Optiset terminal requests certain
based features may result
slightly from those described
of

those features should be substantially the same, and the

Instructions

in

this guide should suffice

in

visual and audible indicators that differ

in

this guide. However, the operation

to

direct you

sWitch-

in

the use of

those features.

2

1275-00030

1275-00030

3

Issue 6,

Operating Components

June

1999

Issue

5,

June 1999

Display

on

The display
information of up to 24 characters each. The information presented
depends on the current state of
associated with the terminal.

At

appropriate times, the display presents menu selections that can

assist you
available to you, the display contains the

know that

t>

dialog keys at the bottom of the terminal, you can display each
of the available menu selections. When you find
want

to

activate, press the

In

Note:

You
displayed all the time,
key is pressed while the terminal

The menu displays described
assumption thaI the Oplisel terminal is connecled
ISDN (NI) compliant
among switch platforms, some actual displays on your terminal may
not be exactly as described. Still, the functionality should
similar, and the descriptions should apply sufficiently
operating your Opliset terminal.

Dialog Keys
Along

dialog keys labeled as follows:

the display examples Ihat appear

the instructions for operating your Optiset terminal, the
symbol is substituted for the ~ ..

can set your Optiset terminal so that the menu display

the

bottom edged of your Optiset terminal's faceplate are four

I I I

your Optiset terminal presents up to 2 lines of

the

terminal and of any calls

in

handling calls. When multiple menu selections are

~

..

symbol to let you

you

can scroll through the selections. Using

t/

dialog

key.

in

Ihis guide as part of

symbol.

is

disabled, or is activated only when a dialog

is

in

use.

in

this document are based on the

switCh.

t/

However, because of differences

<::]

t>

I

the

~

the

seleclion

to

a Nalional

to

guide you

I

<::]

and

you

<>

is

be

in

These keys are called dialog keys because they enable
communicate with the terminal

presented to you
symbol

available
scroll backward and forward, respectively, through
the item you want to activate is displayed. Then press the
key

without your having to make a selection.

Handset

Your Optiset terminal
handset. Basic call handling (placing and answering calls) can be
initiated by simply lifting the handset from its cradle.

Dial Pad

The dial key pad on your Optiset is a conventional telephone

keypad.

entering certain codes during setup of the terminal.

FeatureiLine Keys
Your Optiset terminal

feature/line keys, arranged
the
dial pad. Line and feature assignments for these keys already
should have been made by the person who set up your terminal.
However, if you must set up your own terminal, refer

1275-00050, Optiset N/·1200 National ISDN Desktop Terminal
Installation, Setup, and Programming Guide.

Status
Associated with each feature/line key

that are associated with line keys, by the way they light, indicate the
state of the line

in

Ihe lower right corner, Ihen a selection of menu options

to

to

select

It

dial pad; the other B keys appear

lights

in

the display. If the display contains the ~ ..

you. By using the

the

item. Pressing the ~ dialog key exits

is

equipped with a standard telephone

is

used for placing or forwarding calls, as well

is

in

as

follows:

in

response to menu oplions

<::]

and

t>

dialog keys, you can

the

equipped with 12 programmable

two banks. Four keys appear above

in

the bank to the right of the

is

a status light. The lights

you

menu until

t/

dialog

the

as

to

document

menu

for

to

is

4

1275·00030

1275·00030

5

Issue

5,

June

1999

Issue

5,

June

1999

Line

Flash Rate

Off
On steady

Status

Available for call

Une in use, or Privacy invoked
on EKTS Associaled call

Wink

EKTS Associated line in use
Flash (faster than Wink) Ringing
Blink (fastest)

On

hold

Faceplate Labels
Associated with the featurelline keys are paper faceplate labels,

protected by removable plastic covers. The person who set up
your Optiset terminal should already have tilled

in

these labels with

the appropriate telephone numbers and tealure names.

However, should you need to change a label, insert a pin or paper
clip into the small hole at the bottom

ot

the plastic cover and lift the
cover off the terminal. After correcting the paper label. replace the
plastic cover by inserting the two small tabs at each end
cover into the corresponding slots in the tace

ot

the terminal.

ot

the

Speaker
Your Optiset terminal is equipped with a speaker, located in the

cradle under the handset. This speaker, together with the built-in
microphone, permits hands-free call handling and sharing of calls
with other persons in the immediate vicinity of the terminal. Calls
may be placed or answered, without lifting the handset, by simply
pressing either the Speaker key or the appropriate line key. To end
a speaker call, press the Speaker key at the end of the

conversation.

If

you are engaged in a handset call and you wish to share the call

with other persons in the vicinity while the far-end party hears only

If

you, press the Speaker key and continue using the handset.
want the far-end party to hear other persons

6

in

the vicinity of the

1275·00030

you

lerminal, hang up the handset while the speaker

is

activated. To

end the call, press the Speaker key again.

Microphone

A microphone is built into

the

bottom of your Optiset terminal.

Working in conjunction with the built-in speaker, the microphone

to

allows you
Be

sure that the terminal is placed
blocks the microphone. If your terminal
noisy environment,

the microphone from picking up local noise and making

place and receive calls without using the handset.

on

a hard surface so that nothing

is

used

in

an unusually

you

may have

to

use the Mute key

to

prevent

it

hard

hear the far-end party.

Volume UpNolume Down Keys

The two keys marked

"+"

and

"_"

are used

to

adjust the volume of
the ringer and of the sound received through the speaker and the
handset. To adjust the ringer volume, while an incoming call

ringing, press the key

1t+1t

to

increase the volume or the

It_"

key to

decrease the volume. The display indicates the current relative

as

volume level.
level. To save the indicated volume level, press the

To adjust the volume of the handset or speaker, during a call

while listening

or the

"_"

key
current relative volume level,
the indicated level. To save the indicated volume level, press the

dialog

key.

well as a menu option for saving the indicated

tI

dialog key.

to

dial tone, press the

to

decrease the volume. The display indicates the

as

well

"+"

key to increase the volume

as

a menu option for saving

or

tI

Optional Headset

If your Optiset terminal

an

adapter,

If

the terminal adapter and headset are equipped, one of the feature

keys

on

optional electret headset can be used with the terminal.

the Opliset terminal should also have been programmed

is

equipped with a TA-TAPI terminal

to
function as a Headset key. This key allows you to control the call­handling functions associated with the headset without having

to
continually plug into and unplug from the terminal adapter. (Other
headset systems are also available that do not require the TA-TAPI

1275·00030

7

to

is

Issue

5,

June

1999

terminal adapter and, instead, plug into the handset jack. These
systems may include a key that controls the functions of
headset.)

3.

Throughout Chapter
headset is included
Chapter
functions associated with the headset.

Types

Your Optiset terminal can support any of the following types of
service provided by your telephone operating company:

• Basic ISDN terminal, with terminal-controlled call appearances

• Multiline Hunt Group (MLHG) call appearance

• Basic Electronic Key Telephone System (EKTS)

6. HEADSET OPERATION is devoted exclusively

of

Service Supported

ALTERNATIVE CALL OPERATIONS, the

in

instructions for handling calls.

In

the

addition,

to

the

Issue

5,

June

1999

many businesses.
multiple phones; each phone can be used to make or answer calls
on

any of the shared DNs. EKTS provides the additional features

of bridging into

and preventing other users from bridging into a call.

In

such a system, mUltiple DNs are shared

an

active call of another user of the EKTS group,

by

Call Appearance Call-Handling

Call appearance call-handling (CACH)

on

Each call appearance
Appearance
determine the

For detailed information and instructions that apply
EKTS

operation, refer

AS

AN

10

(CAID) that is used by the switching system

ON

that is being used

EKTS PHONE.

to

the terminal

Chapter 5. OPTISET TERMINAL USED

is

an extension of EKTS.

is

assigned a Call

to

place or receive a call.

to

the eACH

to

• Call appearance call-handling (CACH)

Baaic ISDN Terminal

When the Optiset terminal is connected
many line keys
by the switching system. These line keys can have the same or
different directory numbers (DNs).
number of calls up to the limit the switching system places
line, or
terminal can handle.

up

as

desired can be programmed,

to

the limit of 28 simultaneous calls that your Optiset

to

a plain ISDN line,

up

to the limit set

You

may make or receive any

on

as

your

Multiline Hunt Group

Your Optiset terminal can
arrangement
ON

by the central office.

presented

MLHG line.

in

which several phones are associated with the same

to

the first available phone that is associated with the

be

part of a Multiline Hunt Group,

An

incoming call to the MLHG

ON

an

is

Basic Electronic Key Telephone Service

The Optiset terminal, programmed for Electronic Key Telephone
Service (EKTS), emulates the typical key telephone system used

in

Additional
When

has a channel
a-channels is used for the call. However, if both B-channels
already are being used (either for connected calls or for ringing
calls), the switch sends
to

as

If the Optiset terminal
continuously will preview the active or alerting call, followed by the
longest waiting

in

Line Hold mode, pressing

hold and answer the next call.
An

ACO

have not been answered yet (an ISDN reqUirement).
attempts
reason for the beep is that if the phone attempts
call when non-ACO calls are still ringing, the ACO call
disconnected.
connected call and
answer the
hold.

Call Offering

an

incoming call

10

an

Additional Call Offering (ACO) call.

ACO

call cannot be answered if non-ACO calls are ringing and

is

received by the Optiset terminal,

assigned by the switch

the

is

in

call(s).

call with

Preview mode. pressing the line key

in
the

no

a cyclical fashion.

line key will put the current call on

to

define which of the two

channel

10.

This is referred

If

the

terminal

If

to

answer such an ACO call, the phone will beep. The

to

answer the

If

an

ACO call

no

ACO

call, which will cause the connected call

is

presented when the phone has a

other calls are presented, the user can

it

usually

the user

ACO

will

be

to

go

on

is

8

1275·00030

1275-00030

9

Issue 5,

For CACH EKTS phones, an incoming call is not assigned a
channel. Therefore, the requirement

June

1999

to

answer non-ACO calls

B-

before answering ACO calls does not apply. To CACH EKTS
phones, all incoming calls look like ACO calls.

The Optiset terminal allows ACO calls to stack on the only line
defined or on the last line defined. This allows fewer call

bUsy

appearances to be programmed than the call reference

That

ON.

May

Be

New

to

You

the particular

Terms

limit of

The following terms appear in the descriptions and instructions
contained in this guide:

Issue

5,

June 1999

• Fast Transfer -

An

initial-setup feature that allows the user of
the Optiset terminal to complete a transfer operation by simply
hanging

• Hot Keypad Mode ­Optiset terminal

up

after dialing the second party.

An

initial-setup feature that causes the

to

automatically seize a line as soon as the

user begins dialing.

• Inactive Call - Any Iype of call that places a party on hold.

• Line Hold Mode - The default mode of operation,

in

pressing a line key on the Optiset terminal automatically puts

any other active call (on another line) on hold.

which

• Active Call - A call that is connected and in progress, involving
the Optiset terminal as one of the parties.

• Alerting - Any combination of ringing and flashing line status
lights that indicate an incoming call to the Optiset terminal.

Autoanswer·

•

A feature that permits the Optiset terminal

to
answer calls automatically with either no alerting or a single
alerting ring. The user of the terminal can begin conversing

immediately upon receipt of the call.

• Call Appearance - The particular line, line key, and line status
light associated with a call handled by the Optiset terminal.

• Conference - A call involving three or more parties,

in

which

each party can both talk to and hear all the other parties.

Call·

• Consultation

A call initially involving only two parties, in
which the controlling party places the second party on hold,
connects

to

and converses privately with a third party, and then

returns to the second party. The second party can neither

'he

hear nor participate in the consultation leg of

call.

• Dialog - Interaction between the user of the Optiset terminal,
via the dialog keys, and the menu system. The dialog keys are
used to scroll through the menu choices,
choice when

it

is displayed, and

to

select the desired

to

exit to a previously

displayed menu.

• Open Listening - A configuration in which both the handset or
the headset and the speaker are in use at the same time. This
configuration allows the user

to

talk and listen over the handset
or the headset while others in the room can hear the remote
party through the speaker.

• Preview Mode - A mode of operation in which the originating
phone number for an incoming call is displayed before you
either answer or reject the call.

• Prime (or Primary) Call Appearance - The line, line key, and
line status light associated with the main directory number on
the Optiset terminal. This is the line the terminal automatically

uses for an origination for which a line is not specified.

• TA-TAPI - A terminal adapter (TA) that provides the Telephony
to

Applications Programming Interface (TAPI)

to

terminal
and

Transfer·

•

to

be used with personal computer (PC) applications

accommodate an electret headset.

A feature that allows you to redirect an active call

allow the Optiset

to

another party and then drop out of the call.

10 1275-00030

1275-00030

11

Issue

5,

June

1999

June

Issue 5,

1999

2. BASIC CALL OPERATIONS

Many of the functions of your Optiset ISDN terminal can be

accomplished
call·handling features can be accomplished using either a feature
key or the display/menu and dialog keys. Also, the terminal can be
used either as a handset phone or as a speaker phone.

To help you to begin using your Opliset terminal right away, this
section instructs you
your terminal. Meanwhile, by studying section
CALL OPERATIONS, you can learn other procedures that you may

prefer over the basic operations.

Place a Call (Using the Handset)

in

more than one way. For example, many of the

in

the most basic procedures for operating

3.

ALTERNATIVE

12

(This Page Intentionally Left Blank)

1275·00030

Procedure

Lift

the handsel.

The red status light
associated with the prime call
appearance lights.

Wait for dial tone.

Dial the number of the party
you want

to

call.

Use the handset to listen for
audible ringing and either
your party's answer or busy
tone.

1275·00030

Display

f1tU

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09:

35

AM

<>

0

i

1

aI : I

IDial: 5555555 I

1555-5555 I

Ringing

(>

13

Issue 5,

June

1999

Issue

5,

June

1999

When your party answers,

use the handset to converse.

At the end of the call, return
the handset to its cradle.

The red status light
associated with the prime call
appearance is extinguished.

For alternative ways to place a call, refer to "Originate a Call (No

Other Calls Active)" and "Originate a Call (With Another Call

Active)" in section

Place a Call (Using a Speed Dial Key)

Procedure Display

Lift

the handset.

The red status light
associated with the prime call
appearance lights.

Wait for dial tone.

3.

ALTERNATIVE CALL OPERATIONS.

555-5555

Hold?

The call timer begins counting in
the upper right corner

display.

ITHU

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04,

THU

FEB

04.

I I

Oi

aI :

99

99

01: 00:

of

09:43

09:35

the

00

<>

~~

AM

<>

I

Press the speed-dial key
associated with the party you
want to call.

The Optiset terminal uses the
primary line to speed-dial the

of

number
the indicator light for the

primary line lights.

Use the handset to listen for
audible ringing and either
your party's answer or busy
tone.

When your party answers,

use the handset

At the end of the call, return
the handset to its cradle.

The

red status light
associated with the prime call
appearance is extinguished.

the called patty;

to

converse.

jOial:

555-5555
Ringing

555-5555

flo

The call timer begins counting in
the upper right corner

display.

THU

5555555 ,

01:00:00

ld?

FEB

04,

99

09:43

of

<>

<>

the

AM

<>

14

1276-00030

1275·00030

15

Issue

5,

June

1999

Issue

5,

June

1999

Answer a
Procedure

The incoming call causes the
terminal ringer to sound.

The red status light

associated with the incoming

call appearance lights.

Liflthe

Use the handset to converse.

At

the end of the call, return

the handset to its cradle.

The
associated with the incoming
call appearance is
extinguished.

For alternative ways to answer a call, when no other calls are

active, refer to "Receive a Call (No Other Calls Active)" in section

ALTERNATIVE

handset.

red

status light

Can

(Using the Handset)

CAll

OPERATIONS.

Display

555-5555

Answer

Top line shows calling party's
number

subscribed

555-5555

1I0ld?

The call timer begins counting in
the upper right corner
display.

TIIU

call?

if

the terminal is

to

Caller

fEB

04,

99

10.

01

:00:00

of

09:43

<>

<>

the

AM

<>

3.

Answer a Call While Another Call Is

Active

Procedure Display

The incoming call causes the
red slatus light associated
with the incoming call
appearance to light.

Press Ihe line key associated

with the incoming second call.

The first call is placed on

and

automatic hold,
connection
incoming call.

The status light for the first
call blinks to indicate that it is
on hold.

When 'he second call has
been disposed
lirst call by pressing its
associated line key.

The status light for the
second call
and

the status light for the first

call goes on steady.

;s

is

a

made to the

01.

retrieve the

extinguished,

555-5545

Answer

Top line shows calling party's
number
subscribed to Caller

555-5555

Retrieve

555-5555

110

I

d?

(Using a Line Key)

call?

if

the terminal

10.

call

line

01

<>

;s

1?<>

:00:00

<>

16

1275·00030

At the end of the original call,
hang up.

The red status light
associated with the call
appearance is extinguished.

1275-00030

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04,

99

09:43

AM

<>

17

188ue 5,

For alternative ways to answer a call when another call is active.
refer to "Receive a Call (With Another Call Active)" in section

Place a Call
Procedure Display

Lift

incoming call.

Use the handset to announce
that you are putting the calling
party on hold.

Press the HOLD key.

The

begins

held

June

1999

ALTERNATIVE CALL OPERATIONS.

On

Hold (Using the

the handset to answer the

HOLD

5SS-SS55

Hold?

555-5555 01:00:12

line

appearance light

to

flash,

indicating a

call.

Retrieve

The

call timer continues

while

the

Key)

call

Line

is

on

01

1?

hold.

:00:

to

3.

00

<>

(>

count

Issue

5,

June 1999

Press the line key associated
with the held call.

The

associated status light

goes

steady

Use the handset or the
microphone and speaker to
converse.

For other ways to retrieve a call on hold, refer to "Retrieve a Call
(No Active Call Connected)" and "Retrieve a Call (With Another
Active Call Connected)"

OPERATIONS.

Transfer a Call (Using the Transfer Key)
Procedure Display

on.

in

section

555-55!J5

Ilold?

The

call timer continues

count.

555-5555

Hold?

3.

ALTERNATIVE CALL

01:05:22

<>

to

01:05:25

<>

For alternative ways to place a call on hold, refer to "Hold a Call"
section 3.ALTERNATIVE CALL OPERATIONS.

Return to Any Held Call (Using the Associated Line Key)
Procedure

NOTE:
assumes
held
for

18

call.

that

This

that

line

procedure

Line 1

The

red

is

blinking.

is

the

status light

Display

555-5555 01:05:17

Retrieve

line

11

1275·00030

(>

in

A call is active.

Press the Transfer key.

The

active call

hold,

and a second

provides dial

Dial the number of the party
to whom you want to transfer
the call.

1275·00030

is

tone.

placed

line

on

555-5555

Hold?

I

Oi

aI :

555-5565

Cancel

Transfer?

01:05:22

<>

I

(>

19

Issue

5,

June

1999

Issue

5,

June

1999

Lislen for audible ringing.

If a busy signal

encountered, refer

Oul of a Transfer or
Conference Setup (Because
of Busy Signal)

When the Iransferee answers,

hang up.

For alternative ways to transfer a call, refer to "Transfer a Call" in
section 3.ALTERNATIVE CALL OPERATIONS.

Establish a Conference Call (Using the Conference Key)
Procedure

A call is active.

Determine
parties you will join
conference.

Press the:

• Conference key (for a
Small Conference)

• Large Conference key
and then the
Conference key (for a
Large Conference)

The

active call

hold,

and a second

provides dial

the

tone.

is

to

number

to

is

placed on

line

Back

of

the

1555-5565 I

Ringing

THU

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04,

99

09:43

AM

<>

Display

555-5555 01:05:22

1I01d?

0

1

\a1:

<>

Dial the number of the party
you want to add to the
conference call.

Listen for audible ringing.

/(

a busy signal is

encountered, refer

Out of a Transfer or
Conference Setup (Because
of Busy Signal)

When the conferee answers,
announce the call and then
press the Conference key
again.

When all parties are on the

line, conduct the conference.

When the conference is
finished and the other parties
have disconnected, hang up.

I

For alternative ways
Conference Call" in section
OPERATIONS.

to

Back

to

establish a conference call, refer to "Set Up

555~5565

Cancel Conference?

555-5565

Ringing

Iconference

Conference

Drop

last

TIIU

FEB

04,

3.

ALTERNATIVE CALL

party?

99

09:

43

<>

I

<>

AM

<>

20

1275-00030

1275·00030

21

'••ue

5, June 1999

Drop the Last Party Added to a Conference (Using the Drop

La8t Party Key)
Procedure Display

Issue

555-5565

Cancel Conference?

5,

June 1999

<>

A conference call
progress.

To

drop

the

was

added

the

press
key.

The
a

2-party

At

the

Drop

conference

call.

end

of

is

last party

to

the

conference,

Lasl Party

call

the

call,

in

who

reverts

hang

up.

The red status light
associated with the call
appearance is extinguished.

Back Out

Signal)
Procedure

of

a Transfer

or

Conference

Drop

last

party?

1555-5555

Ho 1d?

--------------'

to

THU

FEB

04.

Conference Setup (Because

Display

01:05:22

99

09:

43

<>

<>

AM

<>

of

I

Busy

Press

the

t/

dialog

key.

The second call is released,

and

the first call is removed

from hold.

Use

the

handset

microphone

party

of

the

transfer/conference.

Retry

transfer/conference, or

hang

up.

or

the

to

inform

unsuccessful

the

first

555-5565

Conference?

81:12:14

<>

The

transferee or conferee

has

been

dialed.

Busy

tone

is

encountered.

22

15~5-~565

Rlnglng

555-5565

Busy

try again

later

1275·00030

I

1275-00030

23

Issue 5,

June

1999

(This Page Intentionally

left

Blank)

Issue

5,

June

1999

3.

ALTERNATIVE

The following section describes alternative procedures to those
discussed in section
these alternative procedures are simply different ways to
accomplish the basic operations. However, this section also
introduces call-handling procedures that are more advanced than
those discussed

Some of the procedures that follow recommend using feature keys
that may not have been set
alternative procedure usually
system. By scrolling through the menu and selecting the
appropriate entry, you can still perform the operation.

Originate a Call (No Other Calls Active)

•

line

Key (Speaker)/Keypad

Press a line key. The speaker and microphone are activated,
and dial tone
the keypad. The Optiset terminal selects a primary line call
appearance for the call.

2.

in

section

is

heard. Dial the desired phone number using

CALL

BASIC CALL OPERATIONS. Some of

2.

BASIC CALL OPERATIONS.

up

is

OPERATIONS

on

your terminal. However,

given that uses the Optiset menu

an

24

1275·00030

• Speaker Key/Keypad
Press the Speaker key. The speaker and microphone are

activated, and dial tone
number using the keypad. The Optiset terminal selects a
primary line call appearance for the call.

• Keypad (Hot Keypad Mode)/Speaker

If

the terminal is

beginning

speaker and microphone are activated, but diat tone

heard because dialing has already begun. The Optiset
terminal selects a primary line call appearance for the call.
Dialing of the phone number must be completed within the
critical timing period allowed

1275·00030

to

in

dial the phone number, using the keypad. The

is

heard. Dial the desired phone

the Hot Keypad mode, originate a call

by

the switching system.

is

by

not

25

'ssue 5, June 1999

• Keypad (Compose Number)/Menu and Dialog Keys/Speaker
Dial the phone number using the keypad, and then press the

dialog key. The speaker and microphone are activated, but
dial tone is not heard because dialing has already begun. The
Optiset terminal selects a primary line call appearance for the

call and initiates a call origination.

• Keypad (Compose Number)/Offhook

f/

Issue

5,

June 1999

Originate a Call (With Another Call Active)

• Une Key (Handset or Speaker)/Keypad
With a call already active, press a line key to originate another

call. The Optiset terminal places the active call on hold and
originates a new call to the selected line appearance. Use the
keypad to dial the phone number for the new call.

Dial the phone number using the keypad, and then lift the
handset. The speaker and microphone are activated, but dial

tone

is

not heard because dialing has already begun. The

Optiset terminal selects a primary line call appearance for the

call and initiates a call origination.

• Redial (Menu and Dialog Keys)
Use the dialog keys to find and select the Redial aptian from

the menu system. The terminal displays the last number
dialed and asks you if an origination attempt to that number
desired. Press the
switching system for call origination. Dial tone is not heard.
The Optiset terminal selects a primary line call appearance for
the call.

• Redial Key

Press the Redial key. The terminal displays the last number
dialed and sends that number to the sWitching system for call
origination. Dial tone
a primary line call appearance for the call.

• Speed Dial Key
Press the Speed Dial key for the party you are calling. The

terminal displays the phone number for that party and sends
the number to the switching system for call origination. Dial
tone is not heard. The Optiset terminal selects a primary line
call appearance for the call.

f/

dialog key to send the number to the

is

not heard. The Optiset terminal selects

is

• Hold (Key
and Dialog Keys)/Handset or Speaker

With an active call on hold, use the dialog keys to select the

Make Another Call option from the menu system. The Optiset
terminal selects a primary line call appearance for the new call.
Dial tone is heard. Use the keypad to dial the phone number
for the new call; use the handset or the microphone and
speaker to carry on your conversation.

• Consultation Call (Menu and Dialog Keys)
With

selecting the Consultation Call option from the menu system.
The Optiset terminal places the existing call on hold, selects a
prime line call appearance for the new call, and sends an
origination message to the switching system. Dial tone is
heard. Use the keypad to dial the phone number for the
consultation call.

• Conference (Key or Menu and Dialog Keys)

Hold)

While an active call
hold), originate a conference by selecting the Conference
option from the menu system or by pressing the Conference

key. The Optiset terminal marks the current call for conference

and places
the new call, and sends
switching system. Dial tone is heard. Use the keypad to dial

the phone number of the conferee. When the new call is
answered, use the menu system
retrieve the original party from hold.

an

active call

or

Menu and Dialog Keys)/Make Another Call (Menu

in

progress, originate a consultation call by

(No

Calls On

is

in

progress (and no other calls are

it

on hold, selects a primary line call appearance for

an

origination message to the

or

the Conference key to

on

26

1275·00030

1275·00030

27

Issue

5,

June

1999

• Transfer (Key or Menu and Dialog Keys)

Issue

5,

June 1999

Transfer an active call
Transfer option from the menu system or by pressing the
Transfer key. The Optiset terminal marks the current call for
transfer by sending the Transfer feature activator (FA) to the
switching system. The terminal responds to the Hold message
and Transfer feature indicator (FI) returned by the switching
system, selects a primary line call appearance for the new call,
and sends
Dial tone is heard. Use the keypad
the party

the called party answers, announce the transfer and then hang

up.

Receive a Call (No Other Calls

• Answer Call (Menu and Dialog Keys)/Speaker
Use the menu system during incoming call alerting

the Answer Call option. This activates the microphone and
speaker.

• Speaker (Key)
Press the Speaker key during incoming call alerting. This

activates the microphone and speaker.

• Line Key/Speaker
Press the Line key associated with the incoming alerting call

(status light is flashing). This activates the microphone and

speaker.

• Connect Key/Speaker

Press the Connect key during incoming call alerting. This
activates the microphone and speaker.

• Headset Key/Headset

Press the Headset key during incoming call alerting. This
connects the call to the headset.
using the speaker, can be invoked after the call has been
picked up through the headset by pressing the Speaker key.

an

origination message to the switching system.

to

whom the original call is to be transferred. When

28

to

another party by selecting the

to

dial the phone number of

Active)

If

desired, open listening,

1275·00030

to

select

Receive a Call (With

• Answer Call (Menu and Dialog Keys)/Handset or Speaker

If alerting occurs for a new call while an another call

active, the menu system briefly displays the Incoming Call

Ringing menu. During the time this menu
menu system and dialog keys
The active call is placed
connected.

• Connect Key/Handset or Speaker
When incoming call alerting occurs while another call

press the Connect key. The active call is placed

the incoming call

• Line Key/Handset or Speaker
Press the Line key associated with the line

call alerting
the incoming call is connected.

• Preview (Key)/Une Key/Answer Call (Menu and Dialog Keys)
or Connect (Key)/Handset or Speaker

An

incoming alerting call that occurs while another call is active

can be accepted by first pressing the Preview key to place the

terminal in Preview mode, then pressing the Une key
associated with the incoming call, and then selecting
Answer Call option from the menu system or pressing the
Connect key. The active call is placed on hold, and the

incoming call

• Headset KeylHeadset

When incoming call alerting occurs while another call is active,
press the Headset key. The active call
the incoming call is connected to the headset. If desired, open
listening, using the speaker, can be invoked after the call has
been connected

Receive

• Autoanswer (Initial Terminal Setup)

1275·00030

All

Calls

Another

is

connected.

is

occurring. The active call is placed

is

connected.

to

the headset by pressing the Speaker

Automatically

Call

Active)

is

to

select the Answer Call option.

on

hold, and the incoming call is

is

placed

is

already

displayed, use the

is

active,

on

hold, and

on

which incoming

on

hold, and

on

hold, and

key.

the

29