UNITe IP i.Picasso User Manual

i.Picasso
IP Business Telephone
USER GUIDE
Issue 1
i.Picasso
USER GUIDE
Telrad Connegy, Inc.,
Farmingdale, New York
NOTICE
This publication refers to Telrad Connegy's i.Picasso Station connected to Telrad Conegy's Unite IP system, Release e2e-1.12, as of January, 2004. Reproduction and/or distri­bution of this publication or parts thereof, without written permission from Telrad Connegy, Inc., is strictly prohibited.
Telrad Connegy, Inc., reserves the right to modify the equipment and the software described herein without prior notice. However, changes made to the equipment or to the software described herein do not necessarily render this publication invalid.
© 2004 Telrad Connegy Inc.
Farmingdale, New York
ii
CONTENTS
1. INTRODUCING I.PICASSO .................................................... 1
Read this first ............................................................................................2
About the i.Picasso IP telephone ..............................................................3
Conventions used in this Guide ................................................................3
Description of i.Picasso .............................................................................5
Buttons .....................................................................................................6
Light indicators .........................................................................................8
The i.Picasso display ..................................................................................9
Soft buttons ............................................................................................10
Soft button state: the color principle ......................................................11
The touchscreen .....................................................................................12
Screen Standby Mode .....................................................................12
The stylus pointer ............................................................................12
Calibrating the touchscreen ............................................................13
Programmable memory soft buttons: BLF, SPD, Feat ............................. 13
The screen in four tabs ...................................................................14
QWERTY Pop-up Soft Keyboard ......................................................15
Soft button states ...........................................................................15
Overlapping pages ..................................................................................16
2. OPERATING YOUR I.PICASSO ............................................. 18
Muting the microphone .........................................................................19
Allowing other people to hear your conversation ...................................19
Making internal calls ...............................................................................19
To place a ringing call .....................................................................19
To place a non-ringing call ..............................................................19
If the extension you called is busy (Callback) ..................................20
To cancel Callback ..........................................................................20
To barge into a conversation ..................................................................20
Paging calls ............................................................................................. 21
Answering calls .......................................................................................21
To answer an intercom call .....................................................................21
To answer a ringing or flashing call .........................................................22
To answer a second call ..........................................................................22
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CONTENTS
Pickup .....................................................................................................23
To pick up a call at another extension ............................................23
To pick up a call ringing in your pickup group ................................24
To view details of a call ...........................................................................24
Making outside calls ............................................................................... 25
To place an outside call ..................................................................25
To redial the last outside number you dialed ..........................................25
Correcting dialing mistakes (Delete) ........................................................25
Disconnecting calls .................................................................................26
Automatic redial ......................................................................................26
When you hear an external busy tone ............................................ 27
To temporarily deactivate or reactivate ARD ...................................27
Waiting for an available outside line (Trunk Queue) ...............................27
To cancel trunk queue .................................................................... 28
Hold ........................................................................................................28
To pick up a call from hold ..............................................................29
Manual hold ...........................................................................................29
To place a call on exclusive hold manually ......................................29
To place a call on inclusive hold manually .......................................30
Transferring calls .....................................................................................30
To retrieve a transferred call ............................................................ 31
Other transferring options: .............................................................31
Conference calls ......................................................................................32
To establish a conference ...............................................................32
To add a new party to a conference ...............................................33
To drop the last party to join the conference .................................33
To remove a party from the conference .........................................33
To consult privately with a conference member .............................34
To return to the conference call
together with the conference member ....................................34
To exit a conference ........................................................................34
Do Not Disturb (DND) ............................................................................ 34
To place your telephone in Do Not Disturb mode ......................... 35
To cancel DND mode .....................................................................35
DND messages ....................................................................................... 35
To program a DND message ..........................................................35
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CONTENTS
To view more DND messages ........................................................35
To select a DND message .............................................................. 36
To cancel your DND message ........................................................36
Forwarding calls ...................................................................................... 36
To program call forwarding .............................................................36
Canceling Call Forward To Me ................................................................37
To cancel Call Forward To Me ........................................................38
Speed Dial ...............................................................................................38
To speed dial an outside number ...................................................39
To program a speed dial button .....................................................39
To program a system speed dial code
(for authorized stations) ........................................................... 40
emaGEN Voice Mail ................................................................................41
What is emaGEN? ..........................................................................41
Basic concepts of emaGEN .............................................................42
What can you do with emaGEN .....................................................43
Accessing emaGEN ........................................................................44
Entering your mailbox ..................................................................... 44
Recording your name and personal greetings ........................................46
To record your name ......................................................................46
To record your personal greetings ..................................................47
Changing your password .......................................................................48
To change your password ..............................................................48
Leaving voice mail messages .................................................................. 49
To leave a message .........................................................................49
Leaving special types of messages ..................................................51
To tag a message with a special attribute ......................................52
Receiving messages ................................................................................53
Listening to your messages ............................................................53
To listen to your messages .............................................................53
Viewing the contents of your mailbox ....................................................55
To review your messages on the telephone display .......................56
Browsing through history (Call Log) ........................................................56
The Address Book ...................................................................................57
Using the Address Book .................................................................59
To make a call directly from the Address Book ...............................60
v
CONTENTS
Creating New Contacts .......................................................................... 60
To add a contact to the Address Book: ..........................................60
To update information of a contact ................................................62
To delete a contact from the Address Book ...................................63
Using the company extension list ...........................................................64
To access the Company Extension List ...........................................64
To sort the Company Extension List by name or extension ............64
To navigate through the Company Extension List ..........................64
To make a call from the Company Extension List ...........................65
Messages ................................................................................................65
Sending messages ..................................................................................65
To send a basic text message .........................................................65
To select and send a predefined message ......................................66
To view more messages ..................................................................66
To select a message ........................................................................66
To send the message to the called extension .................................66
To cancel the message process ...................................................... 67
Receiving messages ................................................................................67
To review your messages ................................................................67
To call the message sender .............................................................67
To delete a message .......................................................................67
Alarm ......................................................................................................67
To program an alarm time ..............................................................67
To cancel the alarm setting .............................................................68
To stop the alarm ring ....................................................................68
Telephone lock ........................................................................................68
To lock your telephone ...................................................................68
To unlock your telephone ...............................................................68
To bypass extension restrictions ............................................................. 69
Traveling Class of Service .................................................................69
Recording conversations ......................................................................... 69
To record a conversation ................................................................70
Screening incoming calls .........................................................................70
To screen your calls ......................................................................... 71
To reject the call ..............................................................................71
To stop screening your calls ............................................................72
vi
CONTENTS
Message Monitoring and Call Interception .............................................72
To monitor your messages .............................................................73
To intercept the call ........................................................................73
To reject the call ..............................................................................73
To stop monitoring your calls .........................................................73
Accessing special services (Centrex or PBX) .............................................73
To access services while connected to an outside line ...................74
Advanced features ..................................................................................74
Feature codes .........................................................................................75
3. CUSTOMIZING YOUR I.PICASSO........................................... 80
Setting user preferences .......................................................................... 81
Turning your i.Picasso into another extension ........................................ 84
To take ownership of an extension: ...............................................84
Forwarding Calls .....................................................................................85
To define forwarding calls rules from the web: ..............................86
Changing your password .......................................................................87
To change your password: .............................................................87
Information .............................................................................................87
Volumes ..................................................................................................88
To set the volume: ..........................................................................88
Sounds .................................................................................................... 89
To select the tune of an incoming call: ............................................89
To enable or disable the key click or touch screen sound: .............89
To calibrate your display .........................................................................90
Setting the default Speed Dial screen tab ............................................... 91
The UNITe Web Portal ............................................................................ 92
To access the UNITe Web Portal .....................................................93
Web Interface Settings ....................................................................94
4. WORKING WITH CUSTOM APPLICATIONS .............................. 96
Custom applications ............................................................................... 97
To access i.Picasso’s web applications: ................................................... 97
3.1 VIP List – Selective DND ............................................................98
3.2 Conference ...............................................................................99
3.3 Page List .................................................................................... 99
3.4 View News ................................................................................99
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CONTENTS
5. HARDWARE ISSUES ........................................................ 100
Installing i.Picasso .................................................................................101
Unpacking and Inspection ............................................................101
Cautions .......................................................................................101
Connections .........................................................................................102
Back Panel indicators .................................................................... 102
Left Side Panel ...............................................................................104
Connection to the Office Ethernet Local Area Network (LAN) .............104
To connect to the office LAN: ......................................................104
Connecting to a PC ..............................................................................105
To connect to a PC ...................................................................... 105
Connecting the Handset ......................................................................105
To connect the headset: ..............................................................105
Connecting the Headset ......................................................................105
Connection to a power source .............................................................106
To connect the power supply: .....................................................106
Adjusting the lateral tilt .........................................................................106
To connect the tilt adjuster ...........................................................106
Power-On Self Test ...............................................................................107
Adjusting the brightness of your i.Picasso screen .................................108
viii
1 Introducing
i.Picasso
i.Picasso User Guide - Issue 1
READ THIS FIRST
This Guide contains information about your i.Picasso telephone. In it you will find the following information:
SECTION CONTENTS
1 Introducing i.Picasso
2 Operating
instructions
3 Customizing
your i.Picasso
Includes basic information about the operating principles of your i.Picasso: the i.Picasso buttons and light indicators, the microphone, the display, the meaning of the icons and sofkeys, etc.
Contains instructions for making, receiving and transfering calls, establishing conferences, getting and leaving messages, and many other advanced telephony functions.
Explains how to tailor the i.Picasso operation to suit your preferences, add entries to your personal Address
4 Working with Web
applications
Book and Personal Speed Dial List, program memory buttons, change your password and more.
Tells you about the i.Picasso’s ability to display and operate web applications and how to manage them.
1
Introducing i.Picasso
SECTION CONTENTS
5 Hardware issues
Describes the main physical components of the i.Picasso and instructs you about connecting it to the power and data networks, as well as for regulating its operation.
ABOUT THE I.PICASSO IP TELEPHONE
The Telrad Connegy i.Picasso is the first fully featured and complete IP telephone of its kind.
i
.Picasso features a VGA LCD and a touch screen, high quality IP audio, multi-line appearances and handsfree operation. Its advanced telephone features include graphical call transfer, for­warding and recording. Its integrated HTML capabilities allow direct access and viewing of content from web sites.
The Telrad Connegy i.Picasso combines the power of the UNITe business system with the latest developments in web and Internet based communications.
CONVENTIONS USED IN THIS GUIDE
Throughout this Guide, the following conventions have been used:
Bolded capitals, as in SPEAKER, indicate an i.Picasso button.
Italic text denotes a keyboard button as on a PC, such as
Enter
.
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i.Picasso User Guide - Issue 1
Bolded numbers in square brackets indicate i.Picasso dialpad but­tons, such as [1], [#].
Text inside a box indicates an i.Picasso screen textual soft button.
For example - . Icon soft buttons are either shown, as in
Feat
, or referenced in plain text.
The Letter Gothic Italic font indicates text you enter through the dialpad or the display keyboard, as in Yes.
Text in Courier New font, as in IP Address, stands for text dis­played on the i.Picasso screen.
3
Introducing i.Picasso
DESCRIPTION OF I.PICASSO
Figure 1.1 i.Picasso telephone faceplate layout
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i.Picasso User Guide - Issue 1
BUTTONS
Figure 1.1, above, shows the buttons on the i.Picasso. These are listed below:
BUTTON FUNCTION
MUTE
VOLUME
SPEAKER
SHOW CALLS
This button disables and enables your telephone microphone. While having a conversation, press
MUTE when you do not want to be heard by
the other party. Press microphone.
Controls the volume of the currently active device. For example, if you are listening to a voice mail message through the speaker, pressing the VOLUME button will affect the volume of the speaker.
Turns the speaker On/Off. If you were engaged in handsfree dialing or a handsfree conversation, pressing SPEAKER will be the same as hanging up.
Displays the i.Picasso Calls Screen.
MUTE again to enable the
TRANSFER
REDIAL
HOLD
Used to transfer the call to another extension and to establish conference calls.
Redials the last number that you have dialed.
Places the current call on hold.
5
Introducing i.Picasso
BUTTON FUNCTION
MESSAGE CENTER
Press to display current voice mail and text messages.You can press the
MESSAGE
CENTER button at any time, but the telephone
must be idle for you to be able to answer messages.
APPLICATIONS
ADDRESS BOOK
Displays your customized web applications.
Opens the Address Book screen.
SPEED DIAL Displays the i.Picasso All screen. [>>>> Need
a better name for this screen <<<<]. In idle state, all four tabs (All, BLF, SPD
and FEAT) are displayed, with all their soft buttons in reduced state (see below, page page 1-14).
SETTINGS
Displays the Configuration menu for customizing your extension and displaying information about
NAVIGATION BUTTONS:
UP/DOWN
BACK, FWD
CLEAR
it.
These buttons serve a variety of purposes:
Functions as the PC keyboard. It also scrolls along a textual configuration screen.
Enable you to navigate between fields in application screens.
Erases the last digit or character that you have typed.
PgUp
and
PgDn
buttons on a
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i.Picasso User Guide - Issue 1
OK
The OK button is equivalent to the keyboard’s
Enter
key on a PC.
LIGHT INDICATORS
The red indicators that appear on the top of i.Picasso notify you of the following:
Indicator Function
SPEAKER This green light indicates that the speaker is
on.
MUTE A green steady Mute light indicates that the
telephone speaker has been disabled. You can activate the Mute feature, for example, during a handsfree call; this will enable you to talk to someone in the room without the other party to the call hearing you.
The green Mute light starts blinking when the i.Picasso screen goes into Standby mode (see also “Screen Standby Mode” on page 11).
When the Speaker and the Mute indicators blink, this means the telephone is in Do Not Disturb or in Follow Me state.
7
Introducing i.Picasso
Voice Mail This lets you know when you have new
text or voice mail or messages waiting for you. The number under the icon indicates how many new messages you have. If the Unified Message feature is enabled in your system, this indicator will alert you to e-mail messages too.
THE i.Picasso DISPLAY
The i.Picasso display is divided into three main areas:
1. Top zone – Displays the user’s name, extension number, day of
week, date and time.
2. Main zone – Displays the currently active screen. Speed Dial is
i.Picasso’s default screen.
3. Hot zone – The hot Zone is the bottom area of the i.Picasso
display. It shows two groups of functional soft buttons. The actual soft buttons contained in the Hot Zone depend upon system programming.
The Hot Zone is visible at all times, independently of which display pages shown (see below, Overlapping
More
pages, on page 1-15). iOnly one group of soft but­tons is displayed at each time. You can switch between them by pressing the More soft button. Once you press the More soft button, the second set of Hot Zone soft buttons is displayed, and More changes to Prev. The second Hot Zone soft button group is displayed for about one minute, then it returns to the
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i.Picasso User Guide - Issue 1
default state, with More and the first group of soft buttons dis­played.
The Top Zone The Active Zone The Hot Zone
SOFT BUTTONS
Soft buttons are the software-enabled touchscreen icons that appear on the display, in the dynamic Hot Bar. Five buttons appear
on each Hot Bar screen at any given time. Press the soft button to display the second set of buttons.
The actual soft buttons displayed on your i.Picasso screen depend on system programming. Your system administrator should be able to provide more information regarding the possibilities of your i.Pic­asso display.
More
9
Introducing i.Picasso
SOFT BUTTON STATE: THE COLOR PRINCIPLE
Some soft buttons on the i.Picasso screen change their background or foreground color depending of the state of their associated func­tion. The general principle is as follows:
A green background or icon indicates that the associated exten­sion/line number or feature are in use;
A red background or icon indicates that the associated exten­sion/number or feature cannot be activated presently, either because it is already active, or because it cannot be accessed for other reason.
The following soft buttons have different states:
Table 1.1: Soft button state indicators
Extension programed in Busy Lamp Field (BLF) soft button
Flashing red: extension ringing. Steady red: extension busy
Do Not Disturb (DND) Steady red: DND
mode is On. Flashing red: Follow Me is activated.
Automatic redial (ARD) Green when active.
Music on Hold Green when active.
Call Record Green when active.
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i.Picasso User Guide - Issue 1
Table 1.1: Soft button state indicators
Call Log Green when there is a
new unanswered call.
THE TOUCHSCREEN
The i.Picasso display has touchscreen capability. This means it is sen­sitive to contact pressure, so that touching an area of the screen is the same as pressing a button. The touchscreen enables you to use the system and navigate within it simply by touching icons and links displayed on it.
The touchscreen is a mouse. In order to select an option you simply touch it on the screen; in order to move between fields on a screen, you touch the required field.
i
.Picasso’s input device, much like a keyboard or
Screen Standby Mode
The i.Picasso screen automatically goes into standby mode when idle for 15 minutes. In standby mode the screen is off, and the Mute indicator blinks at a slow rate. To turn the screen back on simply press any key, or touch any area on the screen.
The stylus pointer
Touching the screen is best done using the i.Picasso stylus pointer. The stylus pointer is a pen-like pointing device that can used with a touchscreen. A stylus usually has a much finer point than a finger and therefore is useful for more precise touchscreen operation. Pull out the i.Picasso stylus pointer from its holder at the top right corner of the telephone.
11
Introducing i.Picasso
Calibrating the touchscreen
If you find that soft buttons on the screen fail to react properly, your touchscreen may need calibrating. See
page 90
, for instructions on how to perform this simple procedure.
“To calibrate your display” on
PROGRAMMABLE MEMORY SOFT BUTTONS: BLF, SPD, FEAT
The i.Picasso enables you to store codes in soft button memory for diverse uses. There are three types of memory soft buttons:
BLF (Busy Lamp Field) soft buttons:
you to store an extension number and name for one-touch dialing. BLF soft buttons also show the present state of the associated extension: idle extension soft
Enable
buttons are shown with a blue Talk icon, while
busy extensions are shown with a green Talk icon.
Bob Snyder
SPD (Speed Dial) soft buttons .
frequently dialed numbers in SPD soft buttons. The numbers you store can include both telephone numbers and special codes, such as outside line numbers, Least Cost Routing (LCR) numbers, pause characters, etc. SPD buttons display the name of the destination for eas access.
Feature soft buttons:
store function codes for single touch activation of diverse functions and features of the system.
These soft buttons can
You can st ore
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i.Picasso User Guide - Issue 1
Feature soft buttons display the feature name and (if existing) icon of the function associated with them.
See Section 3 Customizing your i.Picasso, for more information on how to store numbers in your BLF, SPD and Feature soft buttons.
The screen in four tabs
BLF, SPD and Feat buttons can be displayed in full view format each, or all together in reduced format. The i.Pic­asso All screen shows all soft buttons in reduced formats.
Pressing each of the other three tabs of the Active Con­trols screen tabs displays the respective soft buttons in full view format. Pressing the All tab displays all three groups in reduced format.
By default, the All tab is the
Figure 1.1 The four tabs
of the Active Controls screen
first choice displayed when­ever you press the SPEED DIAL button. You can select
which of the four tabs will be displayed as first choice. See “Setting the default Speed Dial screen tab” in Section 3.
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Introducing i.Picasso
QWERTY Pop-up Soft Keyboard
An integrated QWERTY soft keyboard, pops-up automatically at the bottom of the screen, whenever you have to enter text.
The default setting is lower-case. Pressing the
key will change all the keys to the upper-case mode (and the
hift
key’s color changes to blue), until you release the
S
Shift
key.
Soft button states
Soft buttons can be displayed in one of two formats:
Reduced.
the BLF, Speed Dial and Feature soft buttons displayed by pressing the SPEED DIAL button, under the All tab, are contained in a square frame. Even in reduced format, soft buttons are sensitive to contact.
soft buttons appear in a minimized format. For example,
Figure 1.2 Soft buttons in reduced format
Full display.
soft buttons appear in a rectangular format, as can be
seen when selecting one of the screen tabs: BLF, SPD or FEAT.
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i.Picasso User Guide - Issue 1
Figure 1.3 Full display of soft buttons under the BLF tab
OVERLAPPING PAGES
Several screens or “pages” coexist on the i.Picasso display. Although you can see only one of them at a time, they are all in the tele­phone’s memory, and you can recall each one of them at the press of a button. Even when it is not displayed, each page is still fully active, and can be redisplayed by just pressing the appropriate but­ton.
Active operations controlled by each of the screens, such as ongo­ing telephone calls and working applications, still go on even if they are not displayed. You may compare these overlapping screens to
15
Introducing i.Picasso
channels on a TV set. As you flip through the channels, these do not stop broadcasting: they still continue in the background.
16
2Operating
your i.Picasso
Operating your i.Picasso
MUTING THE MICROPHONE
If you want to talk to someone in your office dur­ing a handsfree or handset call without the con­nected party hearing, you can disable the telephone set microphone.
Just press MUTE during a conversation.
ALLOWING OTHER PEOPLE
TO HEAR YOUR CONVERSATION
While you are speaking through the handset, the conversation can be directed through your tele­phone speaker, so that people next to you can hear it.
•Press SPEAKER. The SPEAKER button indicator turns on. Both you and the other party are heard via the speaker.
MAKING INTERNAL CALLS
To place a ringing call
1. Dial [1].
2. Dial the extension number.
To place a non-ringing call
• Dial the extension number.
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i.Picasso User Guide - Issue 1
If the extension you called is busy (Callback)
When you dial an extension and hear busy tone, you can activate the Callback feature:
The Talk
soft
button
Talk
1. Press
CBack
.
2. Hang up.
When the called extension becomes available, your telephone rings. Then:
Press the Talk soft button. If you prefer, you can press SPEAKER or lift the handset. You hear the called extension ringing.
To cancel Callback
Press .
CnclCBack
TO BARGE INTO A CONVERSATION
Depending on system programming, you may be able to break into another conversation.
When you dial an extension and hear busy tone:
•Press the Barge soft button.
Barge
A warning tone is heard by all parties, depend­ing on system programming.
20
Operating your i.Picasso
PAGING CALLS
You can make announcements through an exter­nal page unit, or through the speakers of all tele­phone sets in a page zone.
1. Lift the handset.
2. Press .
3. Dial the Page zone access code ([4][1] - [4][8]).
After the double tone burst:
4. Make your announcement.
ANSWERING CALLS
When you receive a call, the display changes to show an active line with the Talk and the Drop soft buttons. On the line above the active display,
Talk
Drop
the ringing outside line or extension number are displayed. If the caller name is available, it is dis­played too.
Feat
The Talk and
Drop soft but-
tons
You usually also hear a ring, unless your set has been programmed not to ring.
TO ANSWER AN INTERCOM CALL
To answer an intercom call coming through your
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