Vertical SUMMIT IP Phone User Manual
Release 1.0 SUMMIT IP Station User Guide April 2014
SUMMIT IP
Phone User Guide
Release 1.0 SUMMIT IP Station User Guide April 2014
Vertical Communications, Inc. reserves the right to revise this publication and to make
changes in content without notice.
© 2014 by Vertical Communications, Inc. All rights reserved.
This publication contains proprietary and confidential information of Vertical
Communications, Inc. The contents of this document may not be disclosed, copied or
translated by third parties, in any form, or by any means known, or not now known or
conceived, without prior explicit written permission from Vertical Communications, Inc.
LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY
Vertical Communications, Inc. makes no representation or warranties with respect to the
accuracy or completeness of the content of this publication and specifically disclaims any
implied warranty of merchantability or fitness for any particular purpose, and shall not be
liable for any loss of profit or any other commercial damage, including but not limited to,
special, incidental, or consequential.
TRADEMARKS
Vertical Communications and the Vertical Communications logo and combinations
thereof are trademarks of Vertical Communications, Inc. All other brand and product
names are used for identification only and are the property of their respective holders.
RESTRICTED RIGHTS LEGEND
Use, duplication, or disclosure of the technical data contained in this document by the
Government is subject to restrictions as set forth in subdivision (c) (1) (ii) of the Rights in
Technical Data and Computer Software clause at DFARS 52.227-7013 and/or in similar
or successor clauses in the FAR, or in the DOD or NASA FAR Supplement. Unpublished
rights reserved under the Copyright Laws of the United States. Contractor/manufacturer
is Vertical Communications, Inc., 10 Canal Park, Suite 602, Cambridge, MA 02141-2249.
Release 1.0 SUMMIT IP Station User Guide April 2014
R E V I S I O N H I S T O R Y
Release
Date
Documentation Changes
Page No.
1.0
05-14
Initial Release
--
Disposal of your old appliance
1. When the crossed-out wheeled bin symbol is attached to a
product, it means the product is covered by the European
Directive 2002/96/EC.
2. All electrical and electronic products should be disposed of
separately from the municipal waste stream via designated collection
facilities appointed by government or the local authorities.
3. The correct disposal of your old appliance will help prevent
potential negative consequences for the environment and
human health.
4. For more detailed information about disposal of your old
appliance, please contact your city office, waste disposal service
or the shop where you purchased the product.
Release 1.0 SUMMIT IP Station User Guide April 2014
Important Safety Information
To prevent unexpected danger or damage please read this information before installing or
attempting to repair you phone. Warning and Caution information is provided to alert the
con-sumer of known dangers:
Warning: To reduce the possibility of electric shock, do not expose your phone to
high humidity areas, such as a bathroom, swimming area, etc.
Caution: Use only Vertical approved batteries and desktop chargers to avoid the
damage to the phone. Using other batteries or chargers voids your warranty and
may cause an explosion.
1. Only trained and qualified service personnel
shall install, replace or service the phone.
2. Do not spill liquid life water on the phone.
If so, call the service center as this may
result in fire or electric shock.
3. If you see smoke or smell something during
use, unplug the power cord and the phone line.
Call the service center immediately.
4. If the power adapter is used, do not touch
the plug with wet hands. This may result in
a fire or an electric shock or equipment
dam-age.
6. Do not use the phone during a thunder-
storm. Lightning strike may result in fire,
severe electrical or acoustic shock.
7. Do not use the power adapter if the
power cord or wall outlet is damaged. This
may result in fire or an electric shock.
1. Ensure that children do not pull on
phone cords. This may injure children or
result in equipment damage.
2. The ear-piece houses a magnetic device
which may attract pins or small metal
objects. Keep headset clear of such objects
and check before use.
3. Avoid placing the phone in an area that
is excessively dusty, damp or subject to
vibration.
4. Choose a site for the phone that is well
ventilated and dry.
5. Do not plug multiple plug-packs into one
power outlet. This may result in the plug
over-heating and may result in a fire or plug
pack failure.
6. Do not put heavy things on the phone.
7. Do not drop or throw the phone.
8. Static electricity discharge will
damage electronic components.
9. Keep out of direct sunlight and away
from heat.
10. No user-serviceable parts inside. Do not
insert a screwdriver or any metal objects
into the phone. This may cause electric
shock or damage the equipment and will
render the warranty void.
11. Clean the phone with a soft, dry cloth
only. Do not use volatile liquids such as
petrol, alcohol, or acetone as this may cause
a fire or result in discoloration or damage to
plastics. Do not clean with wax or silicon
products as these may enter the equipment
and cause operation to become unstable.
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Contents
Chapter 1
INTRODUCTION
General - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1-1 Feature Information - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1-1
Phones supported on the SUMMIT IP - - - - - - - - - - - - - - - -
- - -
1-2
Chapter 2
BASIC CALL HANDLING
Placing A Call - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-1 Internal Calls - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-1 External Calls - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-2 Using Directory - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-5 Receiving Calls - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-8 Answering a Call while Idle - - - - - - - - - - - - - - - - - - - - - - -
2-8 Responding to a Call While Busy - - - - - - - - - - - - - - - - - - -
2-9 Using Answering Machine Emulation (AME) - - - - - - - - - -
2-10
Differential Ring Signals - - - - - - - - - - - - - - - - - - - - - - - -
2-11
Answering Calls at Night - - - - - - - - - - - - - - - - - - - - - - - -
2-11
Answering Calls to Other Stations - - - - - - - - - - - - - - - - -
2-12
Using Do-Not-Disturb (DND) to Block Incoming Calls - - - -
2-12
Forwarding Calls - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-13
Call Transfer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-17
Sending a call to a different destination - - - - - - - - - - - - - -
2-17
Call Hold - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
2-17
Placing a call in a waiting state - - - - - - - - - - - - - - - - - - - -
2-17
Chapter 3
SEND & RETRIEVE MESSAGES
Responding to a Station Message Waiting Indication - - - - - - - -
3-1 Getting Voice Mail Messages - - - - - - - - - - - - - - - - - - - - - - - -
3-2 Sending and Receiving Short LCD Messages - - - - - - - - - - - - -
3-3
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Chapter 4 REMOTE SYSTEM ACCESS
Direct Inward System Access (DISA) - - - - - - - - - - - - - - - - - - - - 4-1
Mobile Phone Extension - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1
Chapter 5 MISC FEATURES
Alarm/Door Bell - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1
Broker Call - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1
Switching between two calls - - - - - - - - - - - - - - - - - - - - - - - 5-1
Call Park - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-2
Placing a call on Hold to Page - - - - - - - - - - - - - - - - - - - - - - 5-2
Call Log - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-2
Conference Call - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-5
Joining Multiple People in a Conference - - - - - - - - - - - - - - - 5-5
Setting up a Conference Room - - - - - - - - - - - - - - - - - - - - - 5-6
Hot Desk - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-7
Paging - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-7
Using Internal, External and Meet-Me Paging - - - - - - - - - - - 5-7
Push-To-Talk (PTT) Page - - - - - - - - - - - - - - - - - - - - - - - - - 5-8
Power Fail Transfer (PFT) - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-8
System Voice Memo - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-9
Two-Way Record - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-10
Recording a call - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-10
Wake-Up Alarm - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-10
Chapter 6 PBX, CENTREX, & ISDN FEATURES
Access PBX or Centrex features - - - - - - - - - - -- - - - - - - - - - - - 6-1
Access the ISDN Network - - - - - - - - - -- - - - - - - - - - - - - - - - - 6-1
Using the Keypad facility to access ISDN features - - - - - - - - 6-1
Using ISDN Supplementary Services - - - - - - - - - - - - - - - - - 6-2
Activating ISDN Caller ID Restriction - - - - - - - - - - - - - - - - - 6-2
Appendix A FLEXIBLE NUMBERING PLAN
Basic Number - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
A-1
Feature Code - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
A-1
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Contents TOC-3
Appendix B IP PHONE SETUP
Using the Display Menu - - - - - - - - - - - - - - - - - - - - - - - - - - - - B-1
Phone Setting - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - B-1
Network Configuration - - - - - - - - - - - - - - - - - - - - - - - - - - - B-2
Using the Speakerphone - - - - - - - - - - - - - - - - - - - - - - - - - - - - B-2
Using a Bluetooth Wireless Headset (IP-8024 only) - - - - - - - - - B-3
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Chapter 1
INTRODUCTION
General
Your telephone is connected to an advanced-technology, highly-versatile, fully-featured
telecom system designed to make office communications easy and productive. Employing
state-of-the-art Voice over Internet Protocol (VoIP) technology, voice and data converge on
a single IP packet network. Because each SUMMIT IP Phone is an IP appliance, it can be
moved easily throughout the office LAN and maintain normal operation.
Feature Information
We have taken every effort to make this user guide simple and straightforward. The guide
starts with the simpler operations of the SUMMIT IP Phone Speakerphone, moves on to
receiving and placing calls, and then to more advanced features. Each section includes a
brief and basic description of each feature and step-by-step operation instructions.
The operations shown in this guide use the System's base default Numbering Plan. Your
specific Numbering Plan may be different. Some features may not be available for you to
access or may be subject to certain limitations based on the set-up of the System.
Under certain operating conditions, this equipment may not be able to make emergency
calls. Alternative arrangements should be made for access to emergency services.
Feature Groupings
Every effort has been taken to divide the features into a logical and consistent sequence so
that features can be quickly located.
Features have been divided into groups, starting with Basic Call Handling, then Receiving
Calls, Placing Calls etc. Within each group, features are arranged according to the difficulty
of operation and frequency of use.
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Phones supported on the SUMMIT IP
1-2
Chapter 1: INTRODUCTION
Phones supported on the SUMMIT IP
The SUMMIT IP system supports a variety of digital and IP Phones:
Edge 8000 Edge 9000
SBX IP STSe
Vodavi/Uniphone Edge 700
Triad infinite
The Vertical Phones (shown below) include a large 3-line or 4-line 24-character per line LCD
(refer to Phone Diagrams on the next three pages). Features and functions of your SUMMIT
IP are accessed either using the Fixed or Flexible buttons or by selecting a menu item using
the Soft buttons when available. In the remainder of this User Guide, the Fixed or Flexible
buttons are shown with a box surrounding the BUTTON designation while Soft button menu
selections are shown with a double underline.
I
12/24-Button Keysets
3 Soft Keys
Programmable Keys
FIXED BUTTONS:
Message Waiting
Setting
Hold
Speakerphone
Transfer
Navigation Ctl
Mute
Volume
Headset
DND
8012/8024 (IP)
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Phones supported on the SUMMIT IP
1-3
Chapter 1: INTRODUCTION
8/24-Button Keysets
3 Soft Keys
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
Hold
Speaker
Tap
Shift
Trans
NAV
Mute
Volume
Edge 700 (digital)
8/24-Button Keysets
3 Soft Keys
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
Speed
DND
Trans/PGM
Call Back
NAV
Hold/Save
Speaker
Volume
SBX (digital)
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Phones supported on the SUMMIT IP
1-4
STSe (digital)
Vodavi/Uniphone (digital)
Chapter 1: INTRODUCTION
24-Button Keyset
3 Soft Keys
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
Flash
Trans
Speed
Conf
Msg
Forward
Mute
Camp On
On/Off
Hold
8/30-Button Keyset
3 Soft Keys
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
On/Off
Hold
Mute
Speed
Forward
Flash
Camp On
Message
Transfer
Conference
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Phones supported on the SUMMIT IP
1-5
Triad (digital)
Infinite (digital)
Chapter 1: INTRODUCTION
8/12/24-Button Keysets
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
Flash
Trans
Speed
Conf
Msg
Forward
Mute
Camp On
On/Off
Hold
8/12/24-Button Keysets
Message Waiting Light
Programmable Keys
FIXED BUTTONS:
Flash
Trans
Speed
Conf
Msg
Forward
Mute
Camp On
On/Off
Hold
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LDP-9008D Phone
LDP-9030D Phone
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Chapter 2
BASIC CALL HANDLING
Placing A Call
Internal Calls
You can place calls to other stations in the system over the Intercom. The call will ring, or for
an ICM Voice Announce call, a splash tone will be heard. Ring or Voice Announce is
normally determined by settings at the called station but you may change this by dialing '#'
after placing the call. By changing the mode, a Voice Announce call will ring or a ringing ICM
call will allow Voice Announce (toggle).
You can assign a Flex button for Direct Station Selection/Busy Lamp Field (DSS/BLF). The
DSS/BLF button allows you to call another station with a single button. The button LED will
display the other station's status (ON=busy, OFF=idle).
When you go off-hook, you may connect to another station or system resource
automatically. This Prime Line Preference may be immediate or delayed allowing you to
take other actions during the delay. Otherwise, you may press another Flex button before
going off-hook to override Prime Line Preference.
If you go off-hook and take no action, Intercom dial-tone will time- out, and after the Howler
tone is received, your phone will be placed out-of-service in Intercom Lock-Out; you then
must hang-up to return the phone to an idle state.
To place an Intercom call:
1. Lift the handset,
2. Dial the Intercom number of the desired station,
3. When call is answered or Splash tone is heard, begin speaking with the called party.
Using Camp-On when calling a busy station
If the called party is busy, you may activate Camp-On, Callback or Voice Over at the station.
Camp-On allows you to wait off-hook for the called station to answer. Callback allows you to
hang-up, and when the busy station returns to an idle state, the system will call your Station;
after you answer the callback, the system will call the previously busy station.
If you are the Attendant or Secretary, you may activate Intrusion. You may also use Step
Call; dial the next station by dialing the last digit of the Intercom number.
To Camp-On (wait off-hook) for a busy station:
Press * and wait an answer.
To leave a voicemail for a busy station:
Press the MSG softkey (Edge 9000) and follow the prompts.
Press the Callback button (Edge 700, SBX) and follow the prompts
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External Calls
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Chapter 2: BASIC CALL HANDLING
To make a Voice Over announcement to a busy station:
Dial #, after the Splash tone is heard, begin speaking.
Leaving a Message Wait
Chapter 3 - If the called user does not answer or is in DND mode, you may leave a Message
Wait. The called user will receive a Message Wait indication; the message icon will be
displayed in the IP-8024. If the ring/message LED is set to Message Wait Indication, the
ring/message LED will flash.
To activate Message Waiting:
Press the MSG button and hang-up.
External Calls
Placing external CO/VoIP calls
External calls are placed on CO/IP lines. These 'lines' are accessed either using a button on the
SUMMIT IP Phone assigned as a CO/IP line or using dial codes. The CO/IP lines are grouped for
different types of calls, local, long distance, etc. Using the CO/IP line group code, you will be able
to access any line from the group. A Flex button on the SUMMIT IP Phone assigned as a LOOP
button lets you access a line from a group. Dial codes for access to CO/IP lines are:
Individual CO/IP line access:
89 + Line number 01-80
801-824
Any CO/IP Line access in first CO Group:
9
When dialing on a CO line which uses pulse style signals, you may activate Dial Pulse to
Tone Switchover changing to DTMF style dialing (for banking services, etc.).
When placing an IP call, you must dial an IP address using the '*' key in place of the dot.
If Least Cost Routing is set-up, the number you dial will be analyzed and the system will
place the call on the least expensive route.
You may be assigned Dialing and/or CO/IP Line Access Restrictions, in which case you
will receive error tone if you attempt to dial or access a restricted number/CO/IP line. CO/IP
line and Station Class Of Service (COS), which establish dialing restrictions, may vary
during Day and Night operation (Day/Night COS).
You may need to enter an Authorization code before placing calls, in which case you will
receive a second dial tone.
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External Calls
2-3
Chapter 2: BASIC CALL HANDLING
Your external calls may be subject to Call Time Restrictions, you will receive a Call
Warning Tone prior to disconnect.
NOTE: In the event of an emergency, assigned Emergency numbers (ex., a 911 call) may be dialed
from any station in the System, regardless of a Station's dialing restrictions (COS).
To place an external call:
1. Lift the handset,
2. Dial the CO/IP line/group,
3. Dial the desired number.
Waiting for the next available CO/IP line
If all the lines connected to your system are busy, you will receive an All Trunks Busy
signal. You may request to be notified when a line becomes free.
To activate a queue if the selected/dialed line is busy:
1. Select the desired CO/IP line button; when the busy notification is returned, press
the MSG button,
2. Return to an idle state by going on-hook; when the line is available, the Station will
be notified (ringing).
Account Codes: Tracking External calls for billing
In some cases, you or your company may desire to track calls for billing or other purposes. You
may enter an Account Code, which is output from the system to a printer in the SMDR report. You
may have an Account Code Flex button (refer to Assigning features to Flex buttons).
To enter an Account Code before the call:
1. Lift the handset,
2. Press the assigned ACCOUNT CODE button,
3. Dial the Account Code (1-12 digits),
4. Press *, Intercom dial tone is heard,
5. Place the CO/IP call as normal.
To enter an Account Code during a call:
1. Press the assigned ACCOUNT CODE button,
2. Dial the Account Code (1-12 digits),
3. Press *.
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External Calls
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Chapter 2: BASIC CALL HANDLING
Disable dialing from your phone
You can temporarily 'Lock' your phone by activating Temporary COS, which will disable
all dialing from the phone. To deactivate Temporary COS you must enter the station's
Authorization code.
To activate Temporary COS:
1. Press TRANS/PGM,
2. Dial 21 (User Program code), ,
3. Press HOLD/SAVE.
To deactivate Temporary COS:
1. Press TRANS/PGM,
2. Dial 22 (User Program code),
3. Dial your Station Number and Authorization code,
4. Press HOLD/SAVE.
Temporarily override dialing restrictions at a phone
Override the dialing restrictions at any phone by activating Walking COS. The Walking COS
dialing restriction levels are applied for a single call only. For multiple calls, you will need to
reactivate Walking COS or use the FLASH button to regain CO/IP dial-tone.
To activate Walking COS:
1. Press TRANS/PGM,
2. Dial 23 (User Program code),
3. Dial the Station number and Authorization code, “*” and System Authorization code
or “*”, the code index and System Authorization code.
4. Place call as normal.
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Using Directory
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Chapter 2: BASIC CALL HANDLING
Using Directory
Using Last Number Redial (LNR)
The last number dialed on an external call is automatically saved in the Last Number Redial
(LNR) buffer. On the SUMMIT IP Display Phone, the system will store the numbers dialed
on the last 100 calls.
To dial the Last Number for an external call:
1. Lift the handset,
2. Press Speed Soft button,
3. Dial *,
OR
Press the Redial Soft Button
OR
Press the Call Log Flex Button,
4. Press the Navigation up and down buttons to select from the last 15 numbers dialed
or received,
5. Press the OK Soft button or HOLD/SAVE.
Using and Entering Saved Number Dial
The last dialed number on an outside call may be stored (up to 23 digits) in a buffer for future
redial. This number is saved in memory until you request a new number be stored. Numbers
dialed for subsequent calls do not affect the Save Number buffer.
Operation
iPECS IP & LDP Phones
To save a dialed number, after dialing the number on an outside call
1. After dialing and before hanging up, press the [HOLD/SAVE] button.
To save a dialed number using the LIP-8000/8000E series menu
1. After dialing and before hanging up, press the [RIGHT NAVIGATION] button.
2. Locate and press the [HOLD/SAVE] soft button.
To dial a saved number
1. Lift the handset or press the [SPEAKER] button.
2. Press the [SPEED] button.
3. Dial “#”.
To dial a saved number using the LIP-8000/8000E series menu
1. Press the [DIR] soft button.
2. Press the [SPEED] soft button.
3. Dial “#”.
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