Vertical Communications EP100 User Manual

CONVERSip EP100 Digital Endpoint
User Guide
CONVERSip EP100 Digital Endpoint
User Guide
This manual supports models EP100-12 and EP100-24.
Copyright © 2004 Comdial Corporation
All rights reserved. Unauthorized use of this
document is prohibited.
Comdial Corporation
106 Cattlemen Road, Sarasota, FL 34232
(941) 554-5000 or (800) 266-3425
-Notice-
Comdial reserves the right to make any
changes and improvements in the product
described in this document at any time and
without prior notice.
CONVERSip, EP100 Digital Endpoint, EP100-12, and EP100-24 are
trademarks of their respective owners.
September, 2004
GCA70-410 Sept ‘04
ii
CONVERSip EP100 User
TABLE OF CONTENTS
INTRODUCTION ................................................................ XI
Audience Description ............................................................. xi
Related Publications ............................................................... xi
Conventions Used in this Manual ........................................... xi
1. OVERVIEW.......................................................................15
1.1 Understanding the Basic Functions ..................................17
1.1.1 Your EP100’s Buttons...............................................18
1.1.2 EP100 Display Lights ...............................................20
1.2 Positioning Your EP100....................................................22
1.3 Setting Display Contrast...................................................23
1.4 Setting a Personal Ringing Tone.......................................24
1.5 Setting Volume Levels......................................................24
1.6 Answering and Making Calls ...........................................25
1.7 Speakerphone Usage Guidelines ......................................26
2. ANSWERING CALLS .....................................................29
2.1 Answering Outside Calls ..................................................29
2.2 Answering Intercom Calls ................................................30
2.3 Night-Transferred Calls - Line Access From Any
Station ..............................................................................31
2.4 Holding Calls ....................................................................31
2.5 Call Pickup........................................................................33
2.5.1 Group Call Pickup ....................................................33
2.5.2 Directed Call Pickup.................................................33
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Contents
2.5.3 Pickup For Monitored Stations .................................34
2.6 Receiving Subdued Off-Hook Voice Announcements
(SOHVA)..........................................................................35
2.6.1 Voice Announce Blocking ........................................36
2.7 Caller ID (Automatic Number Identification) ..................37
3. MAKING CALLS..............................................................39
3.1 Making Outside Calls .......................................................39
3.2 Making Intercom Calls .....................................................40
3.3 Automatic Dialing ............................................................41
3.4 Redialing...........................................................................42
3.4.1 Redial - Last-Dialed Number....................................42
3.4.2 Redial Programming (Storing Numbers) ..................42
3.5 Camping On - Busy Station, Automatic Callback............43
3.6 Advanced Camping On Options.......................................44
3.6.1 Camping On - Idle Station, Automatic Callback......44
3.6.2 Camping On - Busy Station, Wait For An Answer
(Call Waiting) ...........................................................45
3.7 Sending Subdued Off-Hook Voice Announcements
(SOHVA)..........................................................................46
4. ADVANCED CALL HANDLING ..................................49
4.1 Waiting For A Line (Queuing)..........................................49
4.2 Conferencing.....................................................................50
4.3 Call Forwarding ................................................................52
4.3.1 Forwarding a Call .....................................................52
4.3.2 Diverting All Incoming Calls To Another Station....53
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CONVERSip EP100 User
4.4 Call Forward Outside System (CFOS) .............................54
4.5 Call Parking ......................................................................56
4.5.1 Parking a Call............................................................56
4.5.2 Handling Park Recalls ..............................................56
4.6 Call Transferring...............................................................58
4.6.1 Screened Call Transfers ............................................58
4.6.2 Unscreened Call Transfers........................................59
4.7 Other Call Transferring Options.......................................60
4.7.1 Hot Transfer..............................................................60
4.7.2 Quick Transfer ..........................................................61
5. NONVERBAL MESSAGING .........................................65
5.1 LCD Message Delivery ....................................................65
5.2 Message Waiting Light and Messaging............................67
5.3 Response Message Delivery.............................................68
6. PROGRAMMING ............................................................71
6.1 DSS Numbers ...................................................................71
6.2 Speed Dial Numbers.........................................................72
6.3 Feature Access Codes .......................................................74
6.4 LCD Feature Buttons........................................................76
6.5 Reminder Alert .................................................................78
6.6 Response Message Button ...............................................79
7. OTHER ADVANCED FEATURES ................................81
7.1 Background Music............................................................81
7.2 Line Groups ......................................................................82
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Contents
7.3 Do Not Disturb Condition ................................................82
7.4 Automatic Redial..............................................................83
7.5 Tracker Paging System.....................................................85
7.6 Auxiliary Jack...................................................................87
7.7 Account Codes..................................................................89
7.8 Dial By Name ...................................................................90
7.9 Volume Control.................................................................91
7.9.1 Setting Current Volume Level ..................................91
7.9.2 Muting Your EP100 ..................................................92
7.10 Default Volume Control...................................................93
7.11 Programmed Button Display ...........................................93
7.11.1 Button Functions Display (Button
Query)....................................................................93
7.11.2 Status Of Busy Lines and Stations
(Busy DSS/BLF Button Inquiry)...........................94
7.12 Automatic Set Relocation ................................................94
7.13 Paging ..............................................................................95
APPENDIX A FEATURE ACCESS CODES .....................97
APPENDIX B DISPLAY ABBREVIATIONS ..................101
APPENDIX C FEATURE NETWORKING
SUPPORT ........................................................................107
APPENDIX D GLOSSARY................................................ 119
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CONVERSip EP100 User
This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interfer­ence in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a partic­ular installation. If this equipment does cause interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
• Reorient or relocate the receiving antenna
• Increase the separation between the equipment and receiver
• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected
• Consult the dealer or an experienced radio/TV technician for help
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Introduction
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CONVERSip EP100 User
Revision History
Ver si on Ch an ge s Da te
01 Initial Release 9/01/04
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Introduction
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CONVERSip EP100 User

Introduction

This manual describes how to use the CONVERSip EP100 telephone, models EP100-12 and EP-100-24.
This manual is intended to provide:
• basic knowledge of the functions and features of the EP100 LCD user interface.
• step-by-step procedures for processing calls and controlling individual extension settings.

Audience Description

This manual is intended for persons who use CONVERSip EP100 tele­phones on a day-to-day basis.
You should:
• read this manual in normal reading sequence before first using the EP100 User Interface.
• refer to this manual as necessary while modifying your telephone settings.

Related Publications

This manual refers you to related publications, when appropriate, for additional information.

Conventions Used in this Manual

Many of the procedures require you to enter settings or to choose from a list of variables. To signify when you are to act upon an item, parameter, button, etc. we italicize the name of the item being acted upon. For example, the following sentences instruct you to press a specific key on your keyboard.
• Press Enter.
• Press Esc.
Sept ‘04 Comdial xi
Introduction
• Press Page Up or Page Down.
• Press and hold the Shift and Ctrl keys simultaneously.
In contrast, the following sentence instructs you to type in a required response; notice the word “Enter” when used in this way is not italicized because you are not pushing a specific key name.
• Enter the value you want to use for this feature.
Similarly, when you select a button or LCD menu option, we italicize the name of the button/menu item because you are required to take the action of choosing it, even though the item may not appear in italics on the end­point or display.
• Use the arrow keys to highlight Programming and press Enter.
At other times in the manual, we discuss prompts that the system displays to you. In these cases, we enclose the exact wording of the prompt in quotation marks to signify that the system is, in essence, speaking to you.
• The system prompts, “Enter your password now.”
If the system is actually playing a recording aloud, we enclose the exact wording of the prompt in quotation marks and italics to signify that the system is in actually speaking to you.
• The system says, “You have no more new messages.”
Italics and quotes are also of course used in their normal contexts, that is, for emphasis and to identify what words are spoken.
• This is called a hot transfer, that is, the system transfers the call without ringing the extension.
There are times when this manual will instruct you to enter a number from within a range of numbers. In this instance, we use the “~ “ char­acter to indicate the range. For example, 05-01-1~3-001~100 tells you to enter:
• 05
• 01
• a 1, 2, or 3,
• a three-digit number that falls in the 001 to 100 range.
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CONVERSip EP100 User

1. OVERVIEW

Before you start using your CONVERSip EP100 digital endpoint, take a quick look at its layout. The EP100 has three soft keys, 12 or 24 programmable buttons, seven fixed function buttons, volume up and down buttons, an LCD, and a standard dial pad.
Figure 1-1 EP100-24
LCD
handset
soft keys (not programmable)
24 programmable buttons
speaker
VOLUME u p
VOLUME down
microphone opening
HOLD
Sept ‘04 Comdial 15
INTERCOM (default location)
MESSAGE
SHIFT
TAP
TRANSFER/ CONFERENCE
SPEAKER
MUTE
Overview
The EP100-24 and EP100-12 models are identical except for the number of programmable buttons available.
Figure 1-2 EP100-12
12 programmable buttons
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CONVERSip EP100 User

1.1 Understanding the Basic Functions

Your EP100 provides many versatile features for your use. These fea­tures are explained in terms of what they allow you to do.
Feature What it Does
Alphanumeric Display (Liquid Crystal Display— LCD)
Auxiliary Jack • Your EP100 may be equipped with an
Message-Waiting Light
Microphone Opening • Allows hands-free operation of
Speaker • Sounds distant party’s voice
• Displays time, day, date, and active call information
• Keeps you apprised of the status of your telephone
• Provides programming prompts
auxiliary jack that provides an interface for a headset, a tape recorder, an external ringer, or an external pager.
• Indicates that a message awaits pick up
speakerphone (speak clearly toward microphone opening)
• Sounds ringing and call-in-progress tones
Sept ‘04 Comdial 17
Overview

1.1.1 YOUR EP100’S BUTTONS

Button What it Does
Soft Keys • Provide quick and easy access to system
features
• Provide straightforward button programming without dialing codes (the soft keys themselves, however, are not programmable)
INTERCOM • Selects an intercom line, and allows you to
initiate many of the telephone’s features
• Your installer programs INTERCOM on a programmable button. The default location is the lower right-most programmable button.
HOLD
MUTE • Keeps the person on the line from hearing
Direct Station Select/Busy Lamp Field (DSS/BLF) Programmable Buttons
• Places a line or intercom call on hold
• Stores pauses in number sequences during programming
• If available, scrolls through LCD response messages
• If multiple held calls feature is available, scans or scrolls through calls placed on hold (when hold light is flashing)
your conversation
• Allows reply to a Subdued Off-Hook Voice Announcement (SOHVA).
Allows you to store numbers for automatic dialing functions.
• Allows you to store telephone extension numbers for Direct Station Selection (DSS)
• May be programmed as a feature button
• May be designated a line button by your system installer
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CONVERSip EP100 User
Button What it Does
SHIFT
SPEAKER • Turns your speaker on or off
TAP • Recalls dial tone or generates a hook flash
TRNS/CONF (Transfer/ Conference)
VOLUME Up or VOLUME Down
• Allows you to enter a second tier for storing and/or automatically dialing speed dial numbers. (That is, you can store two speed dial numbers at every programmable button location—one in the regular tier and one in the second tier). You activate the shift function by pressing this button and turning the shift light on before storing or automatically dialing a speed dial number from the second tier.
• Disconnects a call when you are on a hands free call
• Ends or cancels programming
• Retrieves held calls or last call placed on hold
• Transfers calls
• Sets up conference calls
• Regulates the volume of the ringer, speaker, handset, headset, background music, and group listening mode
Sept ‘04 Comdial 19
Overview

1.1.2 EP100 DISPLAY LIGHTS

The lights (LEDs) on your EP100 indicate the status of lines, features, and intercoms.
Busy Lamp Field
(BLF) Lights Condition
DSS/BLF programmable button
Line Button • Steady green = this is your line, either on-
• Steady red = station is in use.
• Flashing red = station is receiving a call.
• Winking/Fluttering red = message-waiting light set for you by station associated with that DSS button.
hook (in a hands free mode) or off-hook, when the line is active.
• Steady red = another station is using this line.
• Flashing red = a call is coming in on this line.
• Flashing orange = this line is answered when you lift the handset.
• Winking green = your line is on hold.
• Winking red = the call has been placed on hold by another station.
• Fluttering orange or green = your line has recalled from hold.
• Fluttering red = the line put on hold by another station has recalled
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CONVERSip EP100 User
Busy Lamp Field
(BLF) Lights Condition
Fixed Feature or Programmable Feature Button
MUTE button • On steady = called party cannot hear your
INTERCOM button • Steady green or red = you are using your
HOLD button • Winking green = a line is on hold at your
MESSAGE button • Winking green = message awaits pick up.
SPEAKER button • On steady (with the telephone on hook and
• Steady red = the feature is on.
• Steady off = the feature is off.
Note: You can find the programmable buttons that the installer designates feature buttons through programming in the same location as the DSS/BLF programmable buttons. Ensure that these buttons are labeled correctly to indicate their unique features.
conversation.
intercom.
• Fluttering red = an LCD message is set on your telephone for others to receive when calling.
• Flashing orange = someone is calling your extension or a call is being transferred to you.
station.
busy) = speakerphone mode
• On steady (with telephone on hook and idle) = background music is turned on.
:
Sept ‘04 Comdial 21
Overview

1.2 Positioning Your EP100

When your new EP100 arrives, the system installer unpacks the phone and connects the line cord to a system jack. The following sec­tions describe a few initial adjustments that allow you to quickly begin making and answering calls.
You should adjust the position of the EP100 on your desk or table to suit your individual needs and maximize the performance of the sound activated features. When using your EP100, the microphone and loudspeaker are farther from you than when you use a handset. Some positioning tips to consider include:
• For the microphone to best detect your voice, speak within three feet of it and face the speakerphone.
• Background noise may prevent the sound-activated switches from operating properly. Avoid placing the EP100 where it will detect sounds from keyboards, printers, paging systems, typewriters, or other equipment.
• Place the telephone on a hard surface and away from table edges. Do not place the telephone in corners or enclosures. Do not let obstructions come between you and the microphone.
Your telephone has an adjustable pedestal to allow you to select the most comfortable viewing angle. When you receive the telephone, the pedestal is in its lowest position—flush against the pedestal.
To adjust the pedestal,
1. Grasp the rear of the pedestal
base firmly with one hand and lift the rear portion of the telephone upward with your other hand.
Adjusting the Pedestal
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CONVERSip EP100 User
2. Lift the telephone upward with one hand and raise the tele-
phone supporting arms upward with your other hand. (Notice there are three sets of notches under the telephone correspond­ing to the three positions available.)
3. When the telephone is at the desired height, select the closest
pair of notches and insert the supporting arms in the notches. Press down slightly on the telephone until you feel the support­ing arms snap into place.
Also remember, as with any piece of electronic equipment, your tele­phone may be damaged by contact with liquids. Please try to place the telephone in an area that is free from the danger of spills.
Note: For more tips and information on speakerphone use see Section 1.7, Speakerphone Usage Guidelines.

1.3 Setting Display Contrast

You can darken or lighten the contrast of the display for best viewing.
To adjust the display contrast,
1. Select OPTIONS.
2. Select NEXT until the DISP
option appears.
3. Select DISP. Your display reads
CONTRAST LEVEL
4. Select LIGHT or DARK once
for each degree of change desired.
5. Press SPEAKER to end.
Sept ‘04 Comdial 23
Select Display
Setting the Contrast Level
Overview

1.4 Setting a Personal Ringing Tone

You can choose one of many different ring tones for your telephone. Often, when several telephones are located close together, each user chooses a different personal ring tone.
To select one of the ring tones, proceed as follows:
1. Select OPTIONS.
2. Select NEXT until the RING
option appears.
3. Select RING.
4. Select UP or DOWN to choose
ring tone in display (a new tone sounds each time you press the button).
5. Press SPEAKER to end.
Selecting the Ring Tone

1.5 Setting Volume Levels

The volume control on your telephone is a multipurpose control you can use to set the volume (loudness) of the ringer, the speaker, and the handset.
To set the ringer loudness level, while your telephone is on-hook and idle, press the VOLUME Up or VOLUME Down button once for each change in loudness you desire. The ringer sounds once for each change as an example of the current setting.
Note: If you set the ringer to the OFF position, your telephone sounds a short ring burst once for each call you receive at your station.
To set the speaker and handset loudness levels,
1. Press INTERCOM button.
2. Press the VOLUME Up or VOLUME Down button once for
each change in speaker volume that you desire.
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CONVERSip EP100 User
3. Lift handset.
4. Press the VOLUME Up or VOLUME Down button once for
each change in handset volume that you desire.
Note: When a call ends, the system resets the speaker and handset volume of all future calls to the default setting. For instructions in setting your EP100’s default volume settings, see Section 7.9, Volume Control.

1.6 Answering and Making Calls

Your EP100 is now properly configured to answer and make calls to both stations within your system (intercom calls) and outside lines. Remember that when dialing an outside number, you must first select a line to connect your system to the local exchange.
When you hear outside ringing (long bursts),
1. Press flashing line button.
2. Speak toward telephone or lift handset if privacy is desired.
When you hear intercom ringing (two short bursts),
1. Press INTERCOM.
2. Speak toward telephone or lift handset if privacy is desired.
To dial an outside number manually,
1. Press INTERCOM.
2. Dial 9 or press other line button to select line (see Section 7.2,
Line Groups for more information on selecting an outside line).
3. Listen for dial tone.
4. Dial number.
5. Lift handset if privacy is desired.
To dial an intercom number manually,
1. Press INTERCOM.
Sept ‘04 Comdial 25
Overview
2. Dial extension number (called telephone rings or tone is
heard).
3. Speak toward telephone or lift handset if privacy is desired.

1.7 Speakerphone Usage Guidelines

When using your EP100, the microphone and loudspeaker are farther away from you than when you use a handset. Both the signal from the loudspeaker and the signal to the microphone must be strength­ened.
When microphones and loudspeakers are close together (such as in a speakerphone), additional amplification typically generates a ringing sound (public address systems do this if the volume is too high or the microphone is too close to a loudspeaker).
• Both parties can not talk at the same time. You must wait for silence out of your loudspeaker before talking. You must stop talking to hear the other party.
• Background noise may prevent the sound-activated switches from operating properly. Avoid placing the EP100 where it will detect sounds from keyboards, printers, paging systems, typewriters, and other equipment.
• Speak slightly louder than normal and with a clear, authoritative voice. For the microphone to best detect your voice, speak within three feet of it and face the telephone.
• Raising the volume of the loudspeaker makes it easier for the sound-activated switches in your telephone to select the distant party’s voice. Lowering the volume of the loudspeaker makes it easier for the switches to select your voice.
• Since the system takes several seconds to provide the best switching, constant sound patterns—such as elongating your words and playing externally-supplied music—may prevent the sound-activated switches from operating properly.
26 Comdial Sept ‘04
CONVERSip EP100 User
• Place the telephone on a hard surface and away from table edges. Do not place the telephone in corners or enclosures. Do not let obstructions come between you and the microphone. Rooms with hard, flat surfaces that reflect sound may affect the sound-activated switches.
• If you are using a handset and the other party is using a speakerphone, avoid breathing heavily into your microphone. Avoid other sounds that may affect the distant telephone’s sound-activated switches.
• In some situations, such as when either you or the distant party are in a noisy environment, you may have to lift your handset to ensure a clear conversation.
• When both you and the distant party use speakerphones, the sound-activated switches can occasionally detect both voices simultaneously, thus blocking out both voices.
Sept ‘04 Comdial 27
Overview
28 Comdial Sept ‘04
CONVERSip EP100 User
L

2. ANSWERING CALLS

2.1 Answering Outside Calls

When an outside call rings at your station, the LCD screen displays the system line number of the incoming call (e.g., L123) and any caller ID information that your station is programmed to receive. In addition to simply lifting the handset, your other options for answering the call are displayed above the soft keys.
When you hear outside ringing (two long bursts) and observe an orange
flashing light,
1. For speakerphone, press flashing
line button or select ANS and speak toward telephone.
2. For privacy, LIFT handset.
3. Select DND if you do not wish to
answer the call at this time.
When you hear outside ringing (two long bursts) and observe a red light,
flashing
123 J Doe
DND
Outside Call on Line 123
ANS
1. Press flashing line button or select ANS.
2. Speak toward telephone or lift handset if privacy is desired.
3. Select DND if you do not wish to answer the call at this time.
Note: For more information on setting DND at your station, see Section 7.3, Do Not Disturb Condition.
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Answering Calls

2.2 Answering Intercom Calls

Your station receives intercom calls in one of two ways depending upon system programming. In a voice-first setting, a short tone is fol­lowed by the caller’s voice heard on the speaker. With a tone-first setting, the telephone rings in a distinctive pattern and the user of the receiving station must take action to answer.
As with an outside call, your LCD screen displays the extension number of the incoming call (e.g., Ext 321) and any caller ID infor­mation that your station is programmed to receive.
When you hear an intercom tone followed by a caller’s voice, speak toward the telephone to answer, or lift handset if privacy is desired.
When you hear intercom ringing (two short bursts),
1. Press INTERCOM or select ANS.
2. Speak toward telephone or lift
handset if privacy is desired.
3. Select DND if you do not wish to
answer the call at this time.
J Doe Ext 321
DND
ANS
Intercom Call from J Doe
Note: For more information on setting DND at your station, see Section 7.3, Do Not Disturb Condition.
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CONVERSip EP100 User

2.3 Night-Transferred Calls - Line Access From Any Station

The system attendant can transfer incoming calls to a particular station or stations for off-hour ringing.
If your telephone rings,
1. Press line button with flashing light.
2. Lift handset to talk.
When you hear loud ringing anywhere in the system,
1. Lift handset.
2. Press INTERCOM.
3. Choose ringing zone:
• Dial 65 through 68 to select ringing zone (1-4).
• Dial 69 to answer for any zone.

2.4 Holding Calls

You can place a call on hold and retrieve it later. With a regular hold, you can pick up the held call at your telephone or another user can pick the call up at a telephone sharing the held call line appearance.
To place a call on hold, press HOLD (station button) or select HOLD (soft key). The light above your HOLD button begins to blink.
To retrieve a held call,
1. Press line button of the held call (with winking green light), or press TAP.
2. Speak toward telephone or lift handset if privacy is desired.
With an exclusive hold condition, you must pick up the held call at your telephone; no other telephone has access to the call.
To place a call on exclusive hold, press HOLD twice.
Sept ‘04 Comdial 31
Answering Calls
R
To retrieve exclusive hold,
1. Press line button of held call (with winking green light), or press TAP.
2. Speak toward telephone or lift handset if privacy is desired.
After a call has been on hold for the period of time (set by the installer of your system), the system causes four quick hold recall tone bursts to sound at your telephone, the flash rate of the line button becomes faster and the light becomes orange. If the call is on exclusive hold, it will revert to manual hold after the hold recall period.
If a held line is recalling, choose one of the following.
ecall L123
1. Select HOLD to place the call on
HOLD ANS
hold at your station and restart hold timer.
2. Lift handset, press line button (with flashing orange light) or
A Recalling Held Line
select ANS to retrieve the call.
The installer can add a directed station hold feature to your telephone. With this feature, you can place a call on hold at another station. You can also pick up the held call that has been waiting the longest length of time at another telephone.
To place a call on directed station hold,
1. Answer call.
2. Press INTERCOM or TRNS/CNF if intercom call.
3. Dial *90.
4. Dial extension number of station to receive held call.
5. Hang up.
To retrieve a held call at another station,
1. Press INTERCOM.
2. Dial #90.
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