Toshiba IP EDGE User Manual

TOSHIBA Telecommunication Systems Division

IP Telephone, Messaging and

Call Manager User Guide

Title Page

November 2011

Publication Information

Toshiba America Information Systems, Inc.

Telecommunication Systems Division

Publication Information

Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right, without prior notice, to revise this information publication for any reason, including, but not limited to, utilization of new advances in the state of technical arts or to simply change the design of this document.

Further, Toshiba America Information Systems, Inc., Telecommunication Systems Division, also reserves the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant.

IPedge-UG-VB

Version B, November 2011

Our mission to publish accurate, complete and user accessible documentation. At the time of printing the information in this document was as accurate and current as was reasonably possible. However, in the time required to print and distribute this manual additions, corrections or other changes may have been made. To view the latest version of this or other documents refer to the Toshiba FYI web site.

Toshiba America Information Systems shall not be liable for any commercial losses, loss of revenues or profits, loss of goodwill, inconvenience, or exemplary, special, incidental, indirect or consequential damages whatsoever, or claims of third parties, regardless of the form of any claim that may result from the use of this document.

THE SPECIFICATIONS AND INFORMATION PROVIDED HEREIN ARE FOR INFORMATIONAL PURPOSES ONLY AND ARE NOT A WARRANTY OF ACTUAL PERFORMANCE, WHETHER EXPRESSED OR IMPLIED. THE SPECIFICATIONS AND INFORMATION ARE SUBJECT TO CHANGE WITHOUT NOTICE. ACTUAL PERFORMANCE MAY VARY BASED ON INDIVIDUAL CONFIGURATIONS, USE OF COLLATERAL EQUIPMENT, OR OTHER FACTORS.

This document is copyrighted by Toshiba America Information Systems, Inc. with all rights reserved. Under the copyright laws, this document cannot be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, without prior written permission of Toshiba. No patent liability is assumed, however, with respect to the use of the information contained herein.

Trademarks

Tos hi ba , I Pedge, CIX, SoftIPT and Strata are trademarks of Toshiba Corporation or Toshiba America

Information Systems, Inc. Appcritical is a registered trademark of Apparent Networks, Inc. Linux is a registered trademark of Linus Torvald. AudioCodes is Registered trademark of AudioCodes Ltd. Cisco is a registered trademark of Cisco Technology, Inc. SonicWALL is a registered trademark of SonicWALL, Inc. Mozilla and Firefox are registered trademarks of Mozilla Foundation Corp. Windows, Outlook, and Microsoft are registered trademarks of Microsoft. Trademarks, registered trademarks, and service marks are the property of their respective owners.

IPedge General End User Information

FCC Requirements

Means of Connection: The IPedge does not connect directly to the telephone network. All direct

connections are made to a gateway. Please refer to the gateway manufacturer's documentation.

Radio Frequency Interference

Warning: This equipment generates, uses, and can radiate radio frequency energy and if not installed and used in accordance with the manufacturer’s instruction manual, may cause interference to radio communications. It has been tested and found to comply with the limits for a Class A computing device pursuant to Subpart J of Part 15 of FCC Rules, which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a residential area is likely to cause interference, in which case, the user, at his/her own expense, will be required to take whatever measures may be required to correct the interference.

Underwriters Laboratory

This system is listed with Underwriters Laboratory (UL). Secondary protection is required, on any wiring from any telephone that exits the building or is subject to lightning or other electrical

surges, and on DID, OPS, and Tie lines. (Additional information is provided in the IPedge

Install Manual.)

CP01, Issue 8, Part I Section 14.1

Notice: The Industry Canada label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational and safety requirements as prescribed in the appropriate Terminal Equipment Technical Requirements document(s). The Department does not guarantee the Equipment will operate to the user’s satisfaction.

Repairs to Certified Equipment should be coordinated by a representative designated by the supplier.

Any repairs or alterations made by the user to this equipment, or equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment.

Users should ensure for their own protection that the electrical ground connections of the power utility, telephone lines and internal metallic water pipe system, if present, are connected together. This precaution may be particularly important in rural areas.

301756 I.T.E

Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations.

CAUTION! Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection authority, or electrician, as appropriate.

Important Notice — Music-On-Hold

In accordance with U.S. Copyright Law, a license may be required from the American Society of Composers, Authors and Publishers, or other similar organization, if radio or TV broadcasts are transmitted through the music-on-hold feature of this telecommunication system. Toshiba America Information Systems, Inc., strongly recommends not using radio or television broadcasts and hereby disclaims any liability arising out of the failure to obtain such a license.

Hearing Aid Compatibility Notice: The FCC has established rules that require all installed business

telephones be hearing aid compatible. This rule applies to all telephones regardless of the date of manufacture or installation. There are severe financial penalties which may be levied on the end-user for non-compliance.

Toshiba Telecommunication Systems Warranty and License Agreements

For information relating to the End User Limited Warranty and License Agreements, please refer to http://

www.telecom.toshiba.com/Telephone_Systems_Support/warranty.cfm

WARRANTIES FOR NON-TOSHIBA BRANDED THIRD PARTY PRODUCTS

A valuable element of Toshiba’s product strategy is to offer our customers a complete product portfolio. To provide this value to our customers at the most optimal prices, we offer both Toshiba-branded and thirdparty manufactured products that support our Toshiba IPedge product portfolio. Similar to other resellers of software, hardware and peripherals, these third-party manufactured products carry warranties independent of our Toshiba limited warranty provided with our Toshiba-branded products. Customers should note that third-party manufacturer warranties vary from product to product and are covered by the warranties provided through the original manufacturer and passed on intact to the purchaser by Toshiba. Customers should consult their product documentation for third-party warranty information specific to third-party products. More information may also be available in some cases from the manufacturer’s public website.

While Toshiba offers a wide selection of software, hardware and peripheral products, we do not specifically test or guarantee that the third-party products we offer work under every configuration with any or all of the various models of the Toshiba IPedge. Toshiba does not endorse, warrant nor assume any liability in connection with such third party products or services. If you have questions about compatibility, we recommend and encourage you to contact the third-party software, hardware and peripheral product manufacturer directly.

Content s

Organization.......................................................................................................................................... 9

Conventions ........................................................................................................................................ 10

Related Documents/Media.................................................................................................................. 10

Chapter 1 – The Grand Tour

IP5000-series Telephone Overview .................................................................................................... 13

Fixed Buttons .................................................................................................................................... 13

Programmable Feature Buttons........................................................................................................ 16

Key Strip ........................................................................................................................................... 16

LCD ..................................................................................................................................................... 16

9-Line LCD Display ........................................................................................................................... 16

4-Line LCD Display ........................................................................................................................... 17

Soft Keys............................................................................................................................................. 18

Chapter 2 – The Basics

Customizing Your Telephone.............................................................................................................. 19

Volume Control .................................................................................................................................19

LCD Contrast ...................................................................................................................................... 20

Brightness Control ............................................................................................................................20

Backlight On/Off................................................................................................................................ 21

Dial Pad and Button Beeps...............................................................................................................21

Speakerphone/Microphone Sensitivity Adjustment ..........................................................................21

Telephone Terminology ...................................................................................................................... 22

Making a Call ...................................................................................................................................... 23

Handset ............................................................................................................................................23

Spkr Button ....................................................................................................................................... 23

Hot Dialing ........................................................................................................................................ 23

Dial Directory....................................................................................................................................... 23

Answering a Call ................................................................................................................................. 25

Handset ............................................................................................................................................25

Speaker ............................................................................................................................................25

Shift Button ....................................................................................................................................... 25

Handsfree Answerback..................................................................................................................... 25

On a Call ............................................................................................................................................. 26

Switching Between Handset and Speakerphone.............................................................................. 26

Microphone (Mic/Mute) Button..........................................................................................................26

Hold ..................................................................................................................................................26

Message Waiting................................................................................................................................. 27

Responding to a Lit Msg LED ........................................................................................................... 27

Turning On/Off MW LED on Another Extension ............................................................................... 27

LED Indicator Details .......................................................................................................................... 28

IPedge UG 11/11 TOSHIBA 1

Contents

Chapter 3 – SoftIPT

SoftIPT Icons ....................................................................................................................................29

Fixed Buttons .................................................................................................................................... 30

Flexible Buttons ................................................................................................................................30

Liquid Crystal Display .......................................................................................................................30

Configuring SoftIPT............................................................................................................................. 31

Configure the SoftIPT .......................................................................................................................31

Basic SoftIPT Functions...................................................................................................................... 34

Start the SoftIPT ............................................................................................................................... 34

Answering a Call............................................................................................................................... 35

Switching a Call to Your Headset ..................................................................................................... 35

Labeling Feature Buttons..................................................................................................................35

Using the Directory ...........................................................................................................................35

Using Echo Canceller.......................................................................................................................... 36

Chapter 4 – Feature Operations

Account Codes.................................................................................................................................... 37

Voluntary Account Codes ................................................................................................................. 38

Advisory Message............................................................................................................................... 38

Alarm Notification ................................................................................................................................ 40

Automatic Callback ............................................................................................................................. 40

Background Music (BGM) ................................................................................................................... 41

Call Forward........................................................................................................................................ 41

Call History.......................................................................................................................................... 43

Call Park.............................................................................................................................................. 44

Call Pickup .......................................................................................................................................... 46

Group Pickup ....................................................................................................................................46

Ringing, Page or Held Call Pickup....................................................................................................46

Call Transfer........................................................................................................................................ 47

Call Waiting ......................................................................................................................................... 48

Caller ID .............................................................................................................................................. 48

Conference Call .................................................................................................................................. 49

Direct Station Selection (DSS) ............................................................................................................ 51

Do Not Disturb..................................................................................................................................... 51

Setting DND for Another Extension .................................................................................................. 52

Emergency Call................................................................................................................................... 52

Emergency Monitoring Station.......................................................................................................... 52

Emergency Ringdown ......................................................................................................................... 52

Message Waiting................................................................................................................................. 53

Microphone Cut-Off............................................................................................................................. 54

Off-Hook Call Announce (OCA) .......................................................................................................... 54

Override .............................................................................................................................................. 55

Paging................................................................................................................................................. 56

Privacy ................................................................................................................................................ 57

Redial.................................................................................................................................................. 58

Speed Dial........................................................................................................................................... 58

Time and Date Setting (Local) ............................................................................................................ 60

Tone First / Voice First Signalling ....................................................................................................... 60

Tone First Signalling .........................................................................................................................60

Voice First Signalling ........................................................................................................................60

Uniform Call Distribution ..................................................................................................................... 61

Login/Logout ....................................................................................................................................... 61

2 TOSHIBA IPedge UG 11/11

Chapter 5 – Messaging Features

Access your Mailbox by Phone ........................................................................................................... 63

Set up Your Mailbox for the First Time................................................................................................ 63

Check New Messages ........................................................................................................................ 64

Review saved messages .................................................................................................................... 64

Envelope Information .......................................................................................................................... 64

Volume /Speed Control....................................................................................................................... 65

Reply to a Message ............................................................................................................................ 65

Call Back Directly ................................................................................................................................ 65

Redirect a Message ............................................................................................................................ 66

Erase / Delete and Retrieve a Deleted Message ................................................................................ 67

Delete a Message............................................................................................................................. 67

Retrieve a Deleted Message ............................................................................................................ 67

Number of Messages .......................................................................................................................... 67

Send A Message Directly To A Subscriber’s Mailbox ......................................................................... 67

To Mark a Message as Confidential.................................................................................................... 68

To Mark a Message as Priority ........................................................................................................... 68

To Mark a Message as Priority and Confidential ................................................................................ 69

To Request a Return Receipt for a Message...................................................................................... 69

To Request Notification of Non-receipt ............................................................................................... 69

To Schedule a Message for Future Delivery....................................................................................... 69

To Send a Message Using Directory Assistance ................................................................................ 70

To Send a Message to a Group Distribution ....................................................................................... 71

Delete a Message after Sending......................................................................................................... 71

Contents

Chapter 6 – Greetings

Manage your Default Greeting ............................................................................................................ 73

Activate your Extended Absence Greeting ......................................................................................... 73

Deactivate your Extended Absence Greeting ..................................................................................... 74

Manage your Busy Greeting ............................................................................................................... 74

Manage your Custom Greetings ......................................................................................................... 74

Change your Recorded Name ............................................................................................................ 74

Chapter 7 – Other Messaging Applications

Group Distributions ............................................................................................................................. 75

Set up a Private Group Distribution List.............................................................................................. 75

Add Members to a Private Group Distribution List .............................................................................. 75

Delete Members from a Private Group Distribution List...................................................................... 76

Delete a Private Group Distribution List .............................................................................................. 76

Listen to Members in a Private Group Distribution List ....................................................................... 76

Using a Private Group Distribution List ............................................................................................... 76

Using a Global Group Distribution List ................................................................................................ 76

Personal Options................................................................................................................................. 77

Message Notification........................................................................................................................... 77

To Activate or Deactivate Message Notification.................................................................................. 77

Set a Wake up Call ............................................................................................................................. 78

Change your Mailbox Password ......................................................................................................... 78

Personal Assistant .............................................................................................................................. 79

Follow me............................................................................................................................................ 79

Setting up Follow me ........................................................................................................................79

Accepting or rejecting calls at a call-out ...........................................................................................80

Transfering to an Operator or another Extension ............................................................................. 80

Setting up Call Screening.................................................................................................................... 80

IPedge UG 11/11 3

Contents

Chapter 8 – Fax Capabilities

Setting up “Do not Disturb”.................................................................................................................. 80

Setting up a Personal Schedule.......................................................................................................... 81

Recording a Scheduled Greeting ........................................................................................................ 81

Unified Messaging............................................................................................................................... 81

Access your Voicemails through Email ............................................................................................... 81

Chapter 8 – Fax Capabilities

Sending a Fax from your desktop ....................................................................................................... 83

Recipient........................................................................................................................................... 84

My Info .............................................................................................................................................. 84

Options .............................................................................................................................................85

Server Info ........................................................................................................................................ 85

Setting up the Internal address book ................................................................................................ 85

Fax options.......................................................................................................................................... 86

Fax Settings...................................................................................................................................... 86

Incoming Faxes ................................................................................................................................86

Fax Confirmation ..............................................................................................................................87

Auto Print .......................................................................................................................................... 87

Fax Contacts.....................................................................................................................................87

Fax Log............................................................................................................................................. 87

Fax Queue ........................................................................................................................................ 87

Cover Information .............................................................................................................................87

Redirect fax messages........................................................................................................................ 88

Chapter 9 – Call Manager Basics

The Main Screen................................................................................................................................. 90

The Compact View ........................................................................................................................... 90

Expanded View.................................................................................................................................93

Screen Docked Views....................................................................................................................... 94

Call Manager Main Menu.................................................................................................................. 94

Shortcuts ............................................................................................................................................. 95

Quick Access Toolbar (QAT) ............................................................................................................ 95

KeyTips............................................................................................................................................. 95

Hot Keys ........................................................................................................................................... 95

The Side Window Screen.................................................................................................................... 96

Call Handler Mode ............................................................................................................................96

Buttons Mode.................................................................................................................................... 96

Companion Application Windows........................................................................................................ 97

Screen Colors ..................................................................................................................................... 97

Chapter 10 –Using Call Manager Features

Call Handling Features........................................................................................................................ 99

Making Outgoing Calls...................................................................................................................... 99

Answering Calls ..............................................................................................................................100

Hang Up.......................................................................................................................................... 101

Holding Calls................................................................................................................................... 101

Transferring Calls ........................................................................................................................... 101

Call Forwarding............................................................................................................................... 102

Status Messages and DND ............................................................................................................ 103

Viewing Extra Call Information........................................................................................................ 104

Call Center Features ......................................................................................................................... 105

Logging In or Out ............................................................................................................................105

Changing Agent Status...................................................................................................................106

4 TOSHIBA IPedge UG 11/11

Chapter 11 – Preferences

Chapter 11 –Preferences

PREFERENCES ............................................................................................................................... 107

Config Settings.................................................................................................................................. 107

General ........................................................................................................................................... 108

Dialing Tab...................................................................................................................................... 112

Docking Tab.................................................................................................................................... 117

Advanced Tab................................................................................................................................. 118

Setting Up Hot Key Dialing & Popup................................................................................................. 121

Setting Shortcut Keys ..................................................................................................................... 121

Skin Editor......................................................................................................................................... 122

Skins Files ......................................................................................................................................123

Saving/Creating New/Deleting Skins ..............................................................................................123

The Skin Editor ...............................................................................................................................124

LCD Background and Text Colors ..................................................................................................124

Insert your Logo into the Skin ......................................................................................................... 125

Changing Call Windows Appearance ............................................................................................. 125

Changing the Button/ACD Button Appearance............................................................................... 125

Email skins...................................................................................................................................... 126

Tab Settings...................................................................................................................................... 127

Add Tab .......................................................................................................................................... 127

Update Tab .....................................................................................................................................127

Delete Tab ......................................................................................................................................128

Revert ............................................................................................................................................. 128

Contents

Chapter 12 –Buttons

Programmable Buttons ..................................................................................................................... 129

User Programmable Keys ................................................................................................................. 130

To Initialize Key .............................................................................................................................. 130

To Swap Keys................................................................................................................................. 130

To Copy This Key ...........................................................................................................................130

To Change Key...............................................................................................................................130

Chapter 13 –Actions

Creating Actions................................................................................................................................ 137

Attach Account Code ......................................................................................................................138

Export Call Info ...............................................................................................................................138

Log Info to File ................................................................................................................................139

Lookup in Outlook........................................................................................................................... 139

Minimize Phone Screen..................................................................................................................140

Modify Call Information ................................................................................................................... 140

Play WAV File................................................................................................................................. 141

Pop External Web Browser.............................................................................................................141

Pop Internal Web Browser ..............................................................................................................142

Popup Call Info Screen...................................................................................................................143

Popup Phone Screen......................................................................................................................144

Run another Program ..................................................................................................................... 144

Send DDE Msg ...............................................................................................................................145

Send Keystrokes to a Program .......................................................................................................146

Set Phone Status Message ............................................................................................................ 148

Set Phone Forwarding .................................................................................................................... 149

System/PBX Command .................................................................................................................. 150

Transfer Call ................................................................................................................................... 151

IPedge UG 11/11 5

Contents

Chapter 14 – Personal Call Handler

Action Variables ................................................................................................................................ 152

Call Variables.................................................................................................................................. 152

System Variables............................................................................................................................ 154

Exporting Actions............................................................................................................................155

Importing Actions ............................................................................................................................155

Testing Actions ...............................................................................................................................156

Chapter 14 –Personal Call Handler

Personal Call Handler ....................................................................................................................... 157

Creating Personal Call Handling Rules............................................................................................. 158

Like Matches ..................................................................................................................................... 165

Unlike Matches.................................................................................................................................. 165

Export Rules...................................................................................................................................... 166

Importing Rules ................................................................................................................................. 166

Chapter 15 –Using Microsoft Outlook

Dialing from within Outlook ............................................................................................................... 167

Incoming Calls................................................................................................................................... 167

While on a Call .................................................................................................................................. 168

Integrating with Outlook Calendar..................................................................................................... 169

Create Actions to set and clear the DSS Message......................................................................... 169

Create Personal Call Handler Rules ...............................................................................................170

The Final PCH Rules ......................................................................................................................170

Chapter 16 –Using Companion Applications

Contacts ............................................................................................................................................ 171

Sorting Entries ................................................................................................................................171

Searching Entries ........................................................................................................................... 171

CIX Directory ..................................................................................................................................172

Personal / Speed Dial Directory......................................................................................................173

Presence Viewer............................................................................................................................. 173

History ............................................................................................................................................... 176

ACD Viewer....................................................................................................................................... 180

Logging In or Out ............................................................................................................................181

ACD Group Status .......................................................................................................................... 183

Notifications ....................................................................................................................................184

CM LCD .......................................................................................................................................... 185

Miscellaneous .................................................................................................................................186

Using ACD Viewer ..........................................................................................................................186

Requesting Supervisor Help ........................................................................................................... 189

Chat................................................................................................................................................... 190

Chat Operation ...............................................................................................................................190

Using Chat Messaging.................................................................................................................... 190

To Send a Broadcast Message ......................................................................................................193

Chat Feature Operation ..................................................................................................................195

Response Buttons .......................................................................................................................... 196

Personal Groups ............................................................................................................................. 197

Whiteboard Operation.....................................................................................................................198

Whiteboards Setup .........................................................................................................................199

Configuring Chat............................................................................................................................. 200

Interfacing with Other Programs ..................................................................................................... 204

Format of the DDE Command Interface .........................................................................................205

6 TOSHIBA IPedge UG 11/11

Chapter 17 – Enterprise Manager Personal Administration

Dialer................................................................................................................................................. 210

Main Screen.................................................................................................................................... 210

Calls Display Area ..........................................................................................................................210

Functions ........................................................................................................................................211

Sorting Entries ................................................................................................................................212

Dialer Operation.............................................................................................................................. 212

Adding Calls to the Dialer ............................................................................................................... 213

Configuration Settings .................................................................................................................... 216

Adding Action Buttons to Ready to Dial and Results Screens........................................................ 217

Advanced Topics ............................................................................................................................218

Buttons .............................................................................................................................................. 219

Web Browser..................................................................................................................................... 220

Chapter 17 –Enterprise Manager Personal Administration

Prerequisites ..................................................................................................................................... 221

Log In ................................................................................................................................................ 222

To change your Security Code/Password ......................................................................................222

Log Out ............................................................................................................................................. 222

Home................................................................................................................................................. 223

Keystrip Labels.................................................................................................................................. 224

DND Activating.................................................................................................................................. 225

One Touch Buttons ........................................................................................................................... 225

Changing a One Touch Button ....................................................................................................... 225

To Use a One Touch Button ........................................................................................................... 226

Ring Tones........................................................................................................................................ 227

Settings ............................................................................................................................................. 228

Call Forward...................................................................................................................................... 229

CF Internal and Line Calls .............................................................................................................. 229

CF Direct Line Calls ........................................................................................................................229

To set up Station Call Forward ....................................................................................................... 229

Speed Dial......................................................................................................................................... 232

System Speed Dial .........................................................................................................................232

System Info ....................................................................................................................................... 232

Display Advisory Messages............................................................................................................232

Voice Mail.......................................................................................................................................... 233

Account Code.................................................................................................................................... 233

Preferences....................................................................................................................................... 234

Meeting ............................................................................................................................................. 234

Contents

IPedge UG 11/11 7

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Introduction

This guide describes the Toshiba IP5000-series telephones and various other user operations for applications that are integrated with the IPedge system.

Organization This guide is divided as follows:

• Chapter 1 – The Grand Tour is an overview of the telephones supported

by the IPedge system.

• Chapter 2 – The Basics covers thebasic operations of the IP5000-series

telephones

• Chapter 3 – SoftIPT describes the SoftIPT software client functions.

• Chapter 4 – Feature Operations covers the details about the IP5000-

series telephone’s advanced features.

• Chapter 5 – Messaging Features contains user instructions for the basic

Messaging features.

• Chapter 6 – Greetings has procedures for the Message Greeting

functions.

• Chapter 7 – Other Messaging Applications has instructions for

advanced messaging functions, such as Group Distributions, Adding and deleting members of groups lists, Setting up personal options and message notifications, Changing mailbox passwords, Personal Assistant, Follow me, etc.

• Chapter 8 – Fax Capabilities describes how to send faxes from your

desktop, redirect fax messages and automatically send faxes to a printer.

• Chapter 9 – Call Manager Basics covers the basics of using Call

Manager.

• Chapter 10 – Using Call Manager Features contains user instructions

for call handling features for personal as well as ACD calls in Call Manager.

• Chapter 11 – Pre ferences covers the Preferences options in Call

Manager.

• Chapter 12 – Buttons discusses the various buttons and options

available in Call Manager and how to change, edit, etc.

• Chapter 13 – Actions defi nes the powerful actions that can used with

Call Manager.

• Chapter 14 – Personal Call Handler covers the setting up of call

handling rules and other personal call handling options.

• Chapter 15 – Using Microsoft Outlook provides user instructions for

Microsoft Outlook integration using Call Manager.

IPedge UG 11/11 TOSHIBA 9

IPedge

Conventions

• Chapter 16 – Using Companion Applications contains procedures for

Companion applications available with Call Manager, such as, Contacts, History, ACD Viewer, Chat, Dialer, Buttons, and Web Browser.

• Chapter 17 – Enterprise Manager Personal Administration familiarizes

you with the web-based Enterprise Manager personal administration tool.

Conventions Description

Elaborates specific items or references other information. Within

Note

some tables, general notes apply to the entire table and numbered notes apply to specific items.

Important!

Extension Number

Arial bold

Calls attention to important instructions or information.

Press to answer a call to the Extension Number. Each station can have multiple extension buttons. Incoming calls ring the extension button(s) from the top down. For example, station 10's extensions ring 10-1 first, then 10-2, 10-3, and 10-4. A station is considered busy when all extensions are being used.

Represents telephone buttons.

Courier Shows a computer keyboard entry or screen display.

“Type” Indicates entry of a string of text.

“Press”

Indicates entry of a single key. For example: Type prog then press Enter.

Shows a multiple PC keyboard or phone button entry. Entries

Plus (+)

without spaces between them show a simultaneous entry. Example: Esc+Enter. Entries with spaces between them show a sequential entry. Example:

# + 5.

Tilde (~) Means “through.” Example: 350~640 Hz frequency range.

 Denotes a procedure.

 Denotes the step in a one-step procedure.

Grey words within the printed text denote cross-references. In the

See Figure 10

electronic version of this document (Library CD-ROM), crossreferences appear in blue hypertext.

The Grand Tour 1

The IP5000-series telephones connected to a Strata CIX telephone system, running Release 5.2 or higher software, include a selection of IP telephone models and matching IP add-on modules, as well as a 60 button DSS Console. See Table 1 for more details.

Some IP5000 telephones offer a built-in gigabit ethernet switch allowing the

telephone to autosense the network speed, 10/100/1000Mbps. The IP5522-SD, IP5622-SD, IP5531-SDL, and IP5631-SDL telephone models do not support

1000Mbps.

Through dynamic soft key assignments, the LCD telephones provide easy access to frequently-used features by prompting specific tasks, providing Outside Line Identification, User Name/Number, Call Duration, Date/Time of Day displays, and Name and number displays of incoming callers.

The full-duplex speakerphone on these telephones enables you to place and receive calls without lifting the handset.

The LCD telephones with 10 and 20 buttons are available with LCD backlight. However, the IP5022-SD, IP5522-SD and IP5531-SDL telephones do not have the backlight. To change the backlight settings, refer to Chapter –Feature

Operations.

Table 1 IP5000 Series Telephones

Description Image

10 Button IP Telephone:

• 4 line LCD with back light option

• Full duplex Speakerphone

• Headset I/F

• Ringing LED

20 Button IP Telephone:

• 4 line LCD with back light option

• Full duplex Speakerphone

• Headset I/F

• Ringing LED

IPedge UG 11/11 TOSHIBA 11

IPedge

The Grand Tour

Table 1 IP5000 Series Telephon es (continued)

Description Image

20 Button with Electronic LCD Labels:

• 9 line LCD with back light

• Full duplex Speakerphone

• Headset I/F

• Ringing LED

The IP5000-series telephone upgrade options include:

Table 2 IP5000 Series Add-on Modules

Description Image

10 Button ADM for IP5000-series

• LCD programmable key strip with back light

20 Button ADM for IP5000-series

• Paper Key Strip

60 Button DSS for IP5000-series

• Paper Key Strip

Note: IP5522-SD, IP5531-SDL and IP5622-SD can not connect ADM/DSS.

12 TOSHIBA

IPedge UG 11/11

IPedge

20 Programmable Feature Buttons 4-Line LCD Telephone

The Grand Tour

IP5000-series Telephone Overview

The illustration of the IP5000-series telephone shown below gives a general idea of the basic attributes found on most of these telephones. The positioning of the buttons varies per telephone model.

Legend

A Status LED (message and ringing) B. LCD Display C. Softkeys

D. Programmable Feature Buttons E. Message Waiting LED Button F. Microphone LED Button

Fixed Buttons The fixed buttons on the dial pad help perform standard functions quickly and

G. Speaker LED Button H. Volume Button I. Hold Button J. Microphone K. Tilt stand

easily.

IPedge UG 11/11 TOSHIBA 13

IPedge

The Grand Tour

Layouts Fixed buttons are laid out differently on the IP5000-series telephones.

9-line LCD Telephone

10 and 20 Button 4-line LCD Telephones Fixed buttons are located on either side of the dial pad.

The Fixed buttons are described below.

Table 3 Fixed Button Definitions

Button Definitions

Message (Msg): When Msg LED flashes, press station or voice mail device that activated the LED. This is the telephone’s [PDN] message waiting button.

Important! Red LED must be on in order for button to function.

Microphone (Mic/Mute) button toggles between Mic and Mute. When Mic key is lit, Mute is disabled. When Mic is pressed again and light is off, Mute is enabled on the microphone in the telephone and the microphone in the handset.

Msg to call back the

14 TOSHIBA

IPedge UG 11/11

Table 3 Fixed Button Definitions (continued)

Button Definitions

Speaker: Press to toggle the speaker ON/OFF. When red Speaker LED is lit handsfree communications is supported.

To start a handsfree conversation; press the Speaker button, this turns the red Speaker LED on. To terminate this call press the Speaker button again (Speaker LED off). During a handset conversation, press the Speaker button to start hands-free communications (red Speaker LED on). Press the Speaker button again to transfer the conversation back to the handset (Speaker LED off).

Press and release the volume control bar to adjust volume levels.

Shift Key: Purple button on the IP5131 telephone. Press Shift at any time to alternate between display of feature keys 1~10 and feature keys 11~20.

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The Grand Tour

Web Browser Key: Blue button on the IP5131 telephone. Press this key to access the web.

Navigation Key: Round button on the IP5131 telephone is a navigation key used for moving the cursor on html pages and in the programming screens. Center of the button is the “select” function. The arrows are used to scroll up, down, left or right.

Spdial Press Spdial and enter 3-digit Speed dial access code. Speed dial

access codes must be setup before they can be accessed.

Redial

Press Redial to dial the last telephone number called (internal or external).

If you have Automatic Line Selection, lift the handset first.

Cnf/Trn (Con-

ference/Transfer)

Press Cnf/Trn to add internal or external parties to a conference call (up to 8 parties). Press

Cnf/Trn and enter a number to transfer a call to another party (on

the CIX system).

Hold Press Hold to place an internal or external call on hold.

Press

Hold Hold to place an internal or external call on Exclusive hold.

If your telephone is programmed for Automatic Hold, existing calls are automatically placed on hold when you answer a call or make another call.

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Programmable Feature Button

Layout

The Grand Tour

Programmable

Feature Buttons

Key Strip The key strips on the IP5000-series telephones and add-on modules are

Programmable Feature Buttons are programmed by the System Administrator and can be customized on a per user basis.

Note: Programmable Feature Buttons

are numbered bottom to top, left to right (shown right).

either electronic (programmable) or paper (refer to Ta bl e 1 and Ta b l e 2 ).

LCD

9-Line LCD Display The LCD on the 9-Line LCD telephone (shown below) in idle state shows:

Top to Bottom

Line 1 or the top line of the LCD will display your user name (if programmed) and your extension number.

Line 2 will show the Date and time.

Line 3 will show information related to your telephone set: VM New/Saved messages, Call Forward, or if a certain feature is enabled on your telephone set.

Browser Note: This feature applies to the IP5131-SDL telephone.

A plus sign + on the LCD indicates there is more data to display. Press NEXT

to advance through the information.

Lines 4~8 will indicate Programmable Feature Button labels.

Page -16

Line 9 will display the Soft Keys (See “Soft Keys” on page 1-18).

Toshiba’s IP5131-SDL with it’s large display screen also supports an HTML browser to allow navigation on the World Wide Web or a company’s intranet. The phone can have a homepage setup that allows navigation to begin just like a homepage in your internet browser.

“Browser”on

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Shift Button

toggles between Programmable Feature Buttons 1~10 and 11~20.

Navigation Button See “Browser” on

Page 10

Blue Button – toggles in-

between call processing screen and HTML browser or programming.

IP5000 4-line LCD display in Idle Mode

The Grand Tour

Web pages display basic HTML but do not support ASP or Flash. The 18 buttons that surround the screen can be used to highlight selections in the browser. The Navigation Button can be used to move the viewing window across the website; the center of the navigation button can be pressed to select a field that is highlighted.

4-Line LCD

Display

The browser allows navigation through various pages of content and is not static to just one site. Navigation is as easy as highlighting a link and selecting it to move to the next webpage. All IP5131-SDL telephones come with the browser enabled. In order to access the browser, press the blue button on the bottom right-hand side of the phone; this allows you to switch between your call processing screen and the browser window.

The LCD in it's idle state (shown right) displays:

Line 1 or the top line of the LCD will display your user name (if programmed) and your extension number.

Line 2 will show the Date and time.

Line 3 will show information related to your telephone set: VM New/Saved messages, Call Forward, or if a certain feature is enabled on your telephone set. A plus sign + on the LCD indicates there is more data to display.

Press NEXT to advance through the information. Line 4 will display the soft keys available in idle state. Press DSPLY to switch

from the Call Forward display to the User Name display.

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SK1 SK2 SK3 SK4

The Grand Tour

Soft Keys Softkeys (SK1 - SK4) refer to

the four buttons directly below the LCD screen (shown right). Soft Keys dynamically change their functions and label depending on the state of the telephone. The dynamic feature associated with the Soft Key is displayed on the bottom line of the LCD display directly above each Soft Key button.

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The Basics 2

This chapter reviews the basic operations of the IP5000-series telephones. The instructions apply to all telephone models, except when noted otherwise.

Customizing Your Telephone

Volume Control

To adjust the Handset Volume

Press the Vol

call. When you hang up, the volume returns to the default setting.

To adjust the speaker volume for internal/external calls and background music

1. Press Spkr.

2. Press an extension button - you hear dial tone.

3. Press the Vol

volume setting applies to all calls until changed.

To adjust Ring Tone, Hands free Answerback and Speaker Off-hook Call Announce

Make sure the telephone is idle and the handset is on-hook. Press the Vol increase volume and Vol

telephone’s ring tone, Hands free Answerback and Speaker Off-hook Call Announce simultaneously.

To adjust handset Beep Tone

1. With the handset off-hook, dial the Beep Tone Adjustment Code #6101

(default code). You hear beep tone.

 to increase volume and Vol  to decrease volume during the

 to increase volume and Vol  to decrease volume. This

 to

 to decrease volume. This adjusts volume for your

2. Press Vol

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 or Vol  to reach the desired level.

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The Basics

LCD Contrast Available on backlit telephones and backlit add-on module.

To adjust the LCD contrast on the backlit telephones

1. Press and hold down the Mic button.

2. Press and release Vol

 or Vol  repeatedly.

Note: Holding the Vol button does not continue to change the setting. The

button must be pressed for each step of contrast change.

To adjust the LCD contrast on the Add-on Module

1. Press Hold+3+6+9 (simultaneously).

2. Press

3. Press

Contrast + button to increase contrast. Contrast - button to decrease contrast.

4. Lift the handset off-hook / on-hook to save settings.

Note: Holding the softkey does not continue to change the setting. The

softkey must be pressed for each step of contrast change

Brightness Control Available on backlit telephones with 4-line LCD’s and backlit add-on module.

To change the LCD back light brightness

1. Press Hold+3+6+9 (simultaneously).

2. Press

3. Press

Bright softkey to increase brightness. Dim softkey to decrease brightness.

4. Lift the handset off-hook / on-hook to save the settings.

Note: Use the

BL BRIGHT and BL DIM buttons in steps 2 and 3 on the 10

button LCD Add-on Module.

To change the LCD backlight brightness for IP5131-SDL or IP5631-SDL

1. Press Hold+3+6+9 (simultaneously).

2. Press the

3. Press the

Others softkey. BL Bright softkey.

4. Enter a value of 0~3 using the dialpad. (0 = dim; 3 = brightest)

5. Press the

Set softkey twice.

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Backlight On/Off Available on backlit telephones and backlit add-on module.

To change Backlight Settings

1. Press Hold+3+6+9 (simultaneously).

2. Press the Mic button.

3. Press Hold.

4. Use table below to choose preferred settings.

5. Press Hold Hold to save settings

Table 4 Backlight Settings

Button Input Meaning

1 Always Off

FB1

FB2 1~30

Note: FB1 is the lower left key, FB2 in the next up, FB3 is above FB2, and FB4

is above FB3.

2 Always On 3 On-demand

Backlight Timer [ x10 seconds] Example: 1 = 10 seconds; 30 = 300 seconds.

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The Basics

Dial Pad and

Button Beeps

Speakerphone/

Microphone

Sensitivity

Adjustment

IP telephones can emit a “beep” whenever a dial pad or feature button is pressed. The “beeps” are On by default. Follow these steps to turn the “beeps” On or Off.

1. Press 3+6+9+Hold (simultaneously).

2. Press 0.

3. Press Hold.

4. Press Programmable Feature Button 1 (FB1) to toggle On/Off.

5. FB1, LED On: buttons beep.

6. FB1, LED Off: buttons do not beep.

7. Press Hold to set the option.

8. You must also go off-hook, then on-hook to exit the program mode.

When you are using the speakerphone, high ambient noise levels may cause the party you are talking with to be to cut off frequently. If this happens, follow these steps to lower the sensitivity of the microphone on a IP5000-series telephone. The default is normal sensitivity.

1. Press 3+6+9+Hold (simultaneously).

2. Press 0.

3. Press Hold.

4. Press Programmable Feature Button 3 (FB3) to toggle On/Off.

5. FB3, LED On: Lower sensitivity

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The Basics

6. FB3, LED Off: Normal sensitivity

7. Press Hold to set the option.

8. Go off-hook, then on-hook to exit the program mode.

Telephone Terminology

When making or receiving calls on your IP5000-series telephone you may experience one or more of the following call features depending on how your telephone is configured.

•Line – is synonymous with trunk which is the line that connects you to the

PSTN (Public Switched Telephone Network). Line can be:

• a button on your telephone set designated for outgoing calls

• your DN button followed by dialing 9.

• Automatic Line Selection (ALS) – ALS is engaged on outgoing calls. Lift the handset or press Spkr to hear dial tone, the steady green Line

LED indicates ALS in enabled. The second line of the LCD will display the method of dialing available, followed by the digits dialed.

• Ringing Line Preference – Answer any incoming call by lifting the handset or pressing Spkr. There is no need to press the ringing line

button to answer the call when ringing line preference is enabled.

• Tone First Signaling – Internal incoming calls only: telephone rings in standard ring tone, lift handset or press Spkr to answer call.

• V oice First Sign aling – Internal incoming calls only: a long tone is heard, followed by the caller's voice, this will automatically engage the Spkr to

allow for hands free communications. Lift the handset if desired (for privacy). When Voice First Signaling is enabled the telephone does not ring on internal incoming calls.

• Hot Dialing – Dial a telephone number from the dialpad, the telephone

automatically selects a line, shown with a green LED, and turns on the Spkr and Mic LED's. When Hot Dialing is not turned on the handset should be lifted or Sprk should be pressed in order to make a call.

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Making a Call There are three ways to originate a call from the telephone:

TOM EDISON NO.2004

DIR

APR 05 WEDNESDAY 1:01PM

4 Line LCD Display

Handset 1. To make a call, lift the handset, then dial the number.

A line may be automatically selected or choose a line manually. Dial tone is heard

through the handset. The Speaker and Microphone LEDs do not light.

Digits display as they are dialed. Call progress tones (Ringback Tone, Busy Tone, etc.) are heard through the handset.

2. When connected, continue using the handset or switch to speakerphone by

holding down Spkr and placing the handset in the cradle.

Spkr Button 1. To make a call, press Spkr.

A line may be selected automatically or choose a line manually. The extension or

Line button lights (depending on system programming). Dial tone is heard

through the speaker. The Speaker and Microphone LEDs light.

2. Dial the number.

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The Basics

Hot Dialing 1. To make a call using Hot Dialing, start dialing the number.

Dial Directory Calls can be made by selecting a name from the alphabetical telephone directory.

Digits display as they are dialed. Call progress tones (Ringback Tone, Busy Tone, etc.) are heard through the speaker.

When connected, continue using the speakerphone or lift the handset to continue the conversation.

The extension button, Spkr and Mic LEDs light. Digits display as they are dialed. Call progress tones (Ringback Tone, Busy Tone, etc.) are heard through the speaker.

2. When connected, continue using the speakerphone or lift the handset to continue the conversation.

To access the Directory

1. Press DIR soft key (shown

right). Select Directory menu appears.

The soft keys on the Select Directory are: My = Personal Speed Dial Names EXTR = System Speed Dial Names INTR = Directory Number Names Dial = Cancel directory, get dial tone.

2. Choose the directory you wish to access and use the dial pad to enter the name.

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BOB L (PRI)

BOB LAWVER BRAD FISHER

ONE TOUCH ONE TOUCH

PICKUP ONE TOUCH

CFAC

ONE TOUCH

DND

Ext. 4227 ONE TOUCH

ONE TOUCH

BACK CNCL

BILL THOMAS

BRAD FERRIS

BRIAN SMITH

Press the key next to the displayed name to call that person.

9 Line LCD Display - Dial by Name Screen

The Basics

Notes:

• If a directory is not selected and a name is entered, all directories will be

searched.

• To enter names from the dial pad, press the dial pad button associated

with the letter to be entered. Press the button once for the first letter, twice for the second letter, etc. Left and Right Soft Keys are available to move the cursor.

1. Press FIND to start the directory search.

2. Press NEXT to move forward through the directory.

3. Press BACK to move backwards through the directory.

4. Press Call to connect to the directory entry selected.

5. On the 9-line LCD Display, press the button next to the displayed name. See figure on following page.

6. Press CNCL to quit the directory search.

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Answering a Call There are several ways to answer a call:

Handset When the telephone is programmed for Ringing Line Preference, pick up the

handset and the telephone automatically answers the ringing line.

... or press the button associated with the ringing line (flashing green LED).

Speaker When the telephone is programmed for Ringing Line Preference, press Spkr and

the ringing line is answered.

... or press the button associated with the ringing line (flashing green LED). Once connected, continue using the speakerphone or lift the handset.

Shift Button Available on a 9-line display telephone only.

If the LCD screen is set to view Buttons 11~20 and a call comes in on Button 1 the phone will ring and Caller ID information will display on the top of the screen, press the “Shift” Button to view Buttons 1~10 and answer the call.

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Handsfree

Answerback

With speakerphone enabled, the telephone may be programmed for Handsfree Answerback. The called party hears a single long tone, followed by the caller’s voice. Begin hands free conversation. If Handsfree Answerback were not programmed, the called party could hear the calling party speak but would not be able to answer them without answering the call manually.

Notes:

• The extension LED flashes green, the Microphone LED lights steady red and

the Speaker LED flashes Red.

• In order to perform any additional functions with this call (like a transfer or

hold) the call must be properly answered to gain full call control. Perform the same steps you normally would to answer a call: press the Spkr button, the flashing DN button or lift the handset.

• Handsfree MIC setting needs to be enabled by your System Administrator.

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The Basics

On a Call While on a call you can perform the following:

Switching Between

Handset and

Speakerphone

Microphone (Mic/

Mute) Button

Press Spkr and place the handset on-hook to switch from handset to

speakerphone mode.

Take the handset off-hook to switch from speakerphone to handset mode.

This button toggles between Mic and Mute. When Mic button is lit, handsfree communication is supported, when Mic is pressed again and light is off, Mute is enabled and mutes both the microphone and the handset.

Hold To place a call on hold, press Hold. Your LCD shows the line on hold. The

held Line’s LED flashes green while appearances of the line at other stations flash red.

• To return to the held call, press the flashing held Line button.

• If you do not return to the held call within a specified time, it rings back to

your telephone. The call remains camped-on to your station.

• If the held party hangs up, the call is released.

• See the Call Pickup section to pick up a call on hold from another

extension.

Exclusive Hold This feature enables you to place a call on hold so that only you can retrieve

it.

While on a call, press Hold twice. That line’s LED flashes green while

appearances of the line at other stations are steady red (in use).

Automatic Hold This features enables you to move from one Line button to another Line

button without pressing Hold.

Check with your System Administrator to make sure this setting is turned on. If Automatic Hold is not enabled, calls will drop when moving from one line to another without pressing Hold.

While on a call, press another extension button to receive/originate a new call. The accessed line’s LED flashes (in-use). The first call is put on hold and your extension’s LED flashes.

Consultation Hold 1. While on a call, press Cnf/Trn. The call goes on hold.

2. Dial another line.

3. Transfer the call or return to the held call by pressing its Line button.

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