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Inter-Tel ENDPOINT 8690 User's Manual

1. Personal Options Message Options Disable ASR RECORDING A MESSAGE Dial the mailbox number reply to a message or for ward a message Record your message Pause Continue Baa Erase After recording Replay Append Erase re record Copy BEERS Delivery Options PERSONAL OPTIONS Record Greeting Primary Greeting EE Alternate Greeting 2 System Greeting El See Recording Options Record Directory Name 2 See Recording Options Record Password El Change Envelope Settings Time Date EH Message Source 2 Message Length 3 All Options 4 None 5 Remote Messaging EH Primary Cascade EB gt LISTENING TO MESSAGES While the message is playing Back Up Pause Move Forward Lower volume Play the Envelope Higher volume Save the Message Delete the Message Skip to the End After the message BE CENCEGENG Replay Message Reply to the Message Voice Mail Message Call Back 2 Forward a Copy Alternate Cascade More Options El Fax Number EE Message Order ET Transfer Method 5 MESSAGE ORDER d See Recording Options Go to Previous Message
2. 23 Using the Message Button nanana auaa a 24 Using a Headset eee 25 Setting Up Voice Mail eee eee 26 Initializing Your Mailbox a 26 Recording Your Personal Greetings 27 Recording Your Voice Mail Directory Name 28 Accessing Your Mailbox eee 29 Disabling and Enabling ASR 00 e eee eee eee 30 Inter Tel Model 8690 User Guide ITP Mode 1 WELCOME Your new Model 8690 endpoint provides access to several features each of which is described in this guide The Inter Tel multi protocol endpoints support two different modes of network protocols and can operate in either Inter Tel Protocol ITP mode or Session Initiation Protocol SIP mode The operating mode determines which fea tures and options are enabled on the endpoint This guide is for the Model 8690 end point operating in ITP mode If your endpoint is configured to operate in SIP mode request a copy of the Model 8690 User Guide Session Initiation Protocol Mode part number 550 8025 from your system administrator z 14 O gt 9 m Z LW The About This Guide section below lists the different sections in this user guide and describes the type of information you can find there ABOUT THIS GUIDE This guide contains instructions for using the Model 8690 endpoint on the Inter Tel telephone system To help you find information more quickly this guide is
3. cece eee eee eee eens Forwarding CalI5 ics cece eae ea ee ea ee ee Oe ee ee ee N ANG Redialing a Number 00 0 cece eee eee eee eee eens Accessing Voice Mail Messages 00 0 cece eee ees Using Do Not Disturb Mode 0 ccc eens Using Reminder Messages 000 e 2 eee MOVING ON 25 2a 6p BRAD KA NDN AAH sce GHANA NAA eared dad etocwdeeaceaud Introduction inte eek eke Rene ee eee ae esa dee KARA ee eee wad en eee Setting Endpoint Preferences 02 20 c eee eee Setting Mailbox Preferences 000 cece ee NO 9NIAOW GALYVLS ONILLASD AYM UYNOA ONIGNIS IN ONISN tel Et TIVIN A ONIS AYOW ONINYVAT lnter Tel Inc April 2005 printed in US CONTENTS PAGE Speed Dialing 00 cece nee eee e eens 77 Using Record A Call 0 ccc eens 79 Paging paaa ma aun ca waco cay nA NANGANAK marae AA area teas wean rd 80 Performing a Hookflash During a Call 0 00 0 cece ee eee 81 Using Account CodeS ie occ aa a a ee ee eee ee ee ee ee 81 Screening Calls gs cesgps ceed eri ee ee ee ee ee ee ee ee ee 82 Using the Directories 2 0 2 pa eee eisau rian ee ee ee ee ee ee NG 82 Programming Remote Feature ACCeSS 0 0 cette 86 Requesting Agent Help 00 cece eee eee eee e eee 88 Working in Hunt GroupS cece eee eens 89 USING UG oc ccctisusi dacs Hise Ses Codes Od Dede Se De CaS ND NANANA 93 INtFOCUCTION 6 os eee te eee Cee AA 94 Loggin
4. Inter Tel Model 8690 User Guide ITP Mode 53 FORWARDING CALLS With the Forwarding feature you can have calls follow you e g forwarded to a cell phone or you can redirect calls to a voice mail or other extension For greater flexi bility with status changes and call forwarding use the composite status see page 96 and call routing features see page 117 provided in Unified Communicator instead of DND and device forwarding NOTE The Fwd button is also used to insert a space when you are using the dialpad to input letters or numbers Manual Call Forwarding Manual call forwarding allows you to send incoming calls to another extension num ber You can even forward calls to outside numbers if your endpoint is programmed to allow this a Ww lt e 2 o Wu o To forward calls 1 Press Fwd 2 Select one of the following menu buttons e ALL All incoming calls are forwarded without ringing at your endpoint e NO ANSWER All incoming calls are forwarded if they are not answered before a timer expires NOTE Only the installer or system administrator can adjust this timer e BUSY When your endpoint is busy all incoming calls are forwarded without ringing at your endpoint e NO ANSWERI BUSY All incoming calls are forwarded if your endpoint is busy or if you do not answer as described above 3 Do one of the following e To forward to an outside telephone number Press the OUTS
5. NOTE If E Mail Reader is enabled for your mailbox when you change the message search order your changes apply to your voice mail e mail and fax messages To change the message search order Access your mailbox as described on page 29 Say Personal or press to select the Personal Options Menu Say More or press for More Options Say Order or press qj for the Message Search Order Select one of the following options aR OWN e Say New or press B to change the search order for new messages e Say Saved or press to change the search order for saved messages 6 Your current message search order is played Select one of the following options e Say First or press qj to retrieve the earliest received messages first First In First Out e Say Last or press p to retrieve the latest received messages first Last In First Out e Say Cancel or press to return to the Personal Options Menu without making changes 7 Hang up 74 Inter Tel Model 8690 User Guide ITP Mode Programming Remote Messaging NOTE The Remote Messaging feature is available only if it is enabled for your mail box Contact your voice mail administrator to see if this feature is enabled for your mail box ALSO The remote messaging feature is supported for voice mail messages only If E Mail Reader is enabled for your mailbox you cannot use remote messaging for e
6. 81 Using Account Codes 22 20 ce eee eee eee 81 Screening Calls 0 cece ee eee eee 82 Using the Directories 0 0 0c ee eee eee 82 Telephone Directory n u 0 00 0 e eee eee 82 Voice Mail Directory 0 000 a 84 Programming Remote Feature Access 86 Remote Access Password an 86 Remote Feature Access nn 87 Requesting Agent Help cee eee eee eee 88 Working in Hunt Groups c eee eee eee 89 Hunt Group Calls Enabled Disabled 89 ACD Hunt Groups 02 eee eee 89 Inter Tel Model 8690 User Guide ITP Mode 67 INTRODUCTION Now that you ve mastered the basics it s time to move on to the advanced features In this section you ll learn how to program your endpoint use directories access your voice mailbox remotely and perform various other functions The features in this section do not require the endpoint to be logged on to UC For instructions on how to use UC advanced features on your endpoint see page 69 For additional programming information see the Model 8690 Administrator s Guide SETTING ENDPOINT PREFERENCES Customizable features on your endpoint include changing volume levels enabling background music selecting a ring tone and others Changing Volume Levels The endpoint has eight volume settings accessed through soft buttons on the inter face ringer handset call handset dia
7. Inter Tel Model 8690 User Guide ITP Mode 37 4 Enable or disable the following options e Log to file Diagnostics are logged to a file stored in the My Computer folder on the endpoint This option is ON by default NOTE This file is stored in an area of the file system that will be lost if you reset the endpoint If you are asked to provide this file to technical support either copy the file off of the device or copy the file to the Mounted Volume folder My Computer Mounted Volume before resetting the endpoint e Log to telephone system Diagnostics are logged to a location on the sys tem This option is OFF by default e Log extended information Additional diagnostic information is logged This option is usually only enabled when a network administrator needs to troubleshoot endpoint issues Enabling this option may affect client applica tion performance a LU lt e 2 o Wu oO NOTE Check with your network administrator before changing these fields 5 Press OK in the upper right corner of the Options dialog box to save and apply your selections About Tab The About tab contains read only and copyright information about your endpoint This information includes e Model number Model 8690 e User Interface Version e Firmware Version e Operating System Version 38 Inter Tel Model 8690 User Guide ITP Mode Adding a NET Passport NOTE This option is only available
8. iv Finding Your Way an zZ z 0 lt je Cc a gt lt SECTION CONTENTS PAGE WelCOMC serena det os nei wes aa a a E DUR VES eRe 2 About This Guide 2000s n eee eee RA eee ee eee ee eee 2 About Your Endpoint 0 00 eee eee eee 3 Endpoint Connectors 02000 0 ee eee eae 4 Optional USB Devices 020 e eae 5 Message Indicator Lamp 00 eee ene eee 5 Reset Button ees 6 Power Requirements eee eeeeaes 6 Telephone Interface eee eee 7 Feature Buttons cece eee 8 Display and Menu 0 000 ee 9 Unified Communicator Elements 2005 10 Interface SKINS 000 eee ee 11 About the Operating System 0 cece eee eee 12 Input Panel 02 0000 c eee ee 13 System Memory and Storage 22055 13 System Registry cece ee eee 14 Operating System Help 0 000 e eee eee 14 About Voice Mail 0 0 00 cee eee 15 Enterprise Messaging 000 eee eee eee 17 Automatic Speech Recognition ASR 18 What You See and Hear 2 eee eee 19 Software Compatibility eee eee 20 Guidelines for Using the Model 8690 Endpoint 21 Endpoint Basics a AKA eee eae eee NAA GS 22 Adjusting Your Endpoint s Viewing Angle 22 Displaying Information on Your Endpoint 22 Using the Speakers and Microphone
9. to enter your new e mail password NOTE If your system uses an e mail server and a separate fax server you are prompted twice 2 When prompted enter your e mail password using the dialpad digits and then press P Refer to the table below to determine which buttons correspond to the characters in your e mail address 3 Your new password is played You have the following options e Say Accept or press P to accept e Say Re enter or press to erase and re enter the password 4 Hang up NUMBER OF TIMES BUTTON IS PRESSED BUTTON 1 2 3 4 5 6 7 8 9 1 1 amp 2 space 2 a b c 2 i A B C 3 d e f 3 D E F 4 g h i 4 G H l 5 j k l 5 J K L 6 m n o 6 M N O 7 p q r s 7 P Q R S 8 t u v 8 T U V 9 w x y Z 9 W x Y Z 0 0 Press seven times for a blank space na Ww Q q W id lt q W 1 zZ D 124 Inter Tel Model 8690 User Guide ITP Mode ACCESSING E MAIL MESSAGES NOTE By default the message lamp on your endpoint lights when you receive a new voice mail message Although the lamp can be programmed for other functions it can not be programmed to indicate that you have received a new e mail message If you have an advanced mailbox you can access e mail messages by choosing option three from the main menu E Mail Reader does not distinguish between conventional e mail messages and mee
10. OR Press p to log in to all of your ACD hunt groups at once The display shows AGENT LOGIN AGENT ID z e 0 gt fe NOTE If you entered an invalid hunt group number the display shows NOT AN ACD HUNT GROUP and you hear repeating tones 3 Do one of the following e To log into one or more ACD hunt groups using Agent IDs Enter your Agent ID The display shows AGENT LOGGED INTO ALL ACDS You are logged into the ACD hunt group using Agent IDs NOTE If another Agent ID is already logged in at this endpoint you hear repeating tones and the display shows DIFFERENT AGENT ID ALREADY USED You must have the other agent log out before you can use that end point e To log into one or more ACD hunt groups not using Agent IDs Press El The display shows AGENT LOGGED INTO ALL ACDS You are logged into the ACD hunt group that does not use Agent IDs If you were already logged in the display shows ALREADY LOGGED INTO lt hunt group gt If you are not a member of the entered hunt group the display shows NOT AN AGENT IN THIS HUNT GROUP and you hear repeating tones Start over 4 Hang up if off hook Repeat this procedure to log into additional ACD groups if necessary 90 Inter Tel Model 8690 User Guide ITP Mode When you log in to a group you may be automatically connected to a call after you hear a short ring burst If the ACD Agent ID Automatic Connect option is enabled for your hunt group and you
11. Your system may be configured to use a centralized power source power over Ether net as a backup power source Your network administrator will explain how to con nect your endpoint to the centralized power source If your power supply unit fails and your system is running power over Ethernet you will be able to use the audio portion only of the endpoint Power over Ethernet does not support the display portion of the endpoint 6 Inter Tel Model 8690 User Guide ITP Mode TELEPHONE INTERFACE The Model 8690 user interface contains elements that simulate a traditional Inter Tel six line display endpoint These elements allow you to place and receive calls and access endpoint and voice mail features from the Model 8690 just like a conventional Inter Tel endpoint The interface includes the following elements e Navigation buttons Provide access to UC views see page 10 e Six line display Provides extension and system information and a menu for accessing additional options or features e Menu buttons Allow you to scroll through options and make selections based on the active feature e Dialpad buttons Allow you to enter numbers and letters e Feature buttons Provide quick access to various telephone and voice mail fea tures Navigation Buttons Extension anc Time Day 10 15 THURSSE Display OUTGOING DIRECTORY OTHER FEATURES MING Speaker Outgoing Pala H
12. Play the Envelope Go to Next Message Save the Message UNGER E Delete Message DELIVERY OPTIONS Private Certified Priority Send HONE Send and Exit Hang Up E New Messages EE Saved Messages KI TRANSFER METHOD pa Unannounced Screened A Announce Only gt MESSAGE OPTIONS Cancel Unheard Messages iki Recover Deleted Messages kJ Listen EE Recover All 2 Purge All BIG REMOTE MESSAGING Program Cascade Level EE Enter cascade level number then Change El Personal 2 Pager 3 Enter Time of Day 2 Set Days of Week Weekdays EH All Days 2 Individual Day 1 7 EJ Select Message Category 4 Priority Messages KI All Messages Part No 550 8116 Issue 9 April 2005 NO YA
13. W a q wi 04 Pa Ww 0 z a 5 132 Inter Tel Model 8690 User Guide ITP Mode Learning More SECTION CONTENTS PAGE Introduction a Ban ahead Si Sais Skea ga Saat aa Sra Sea 134 What the Administrators Can Do for You 134 Frequently Asked Questions FAQs 135 Default Feature CodeS 2 0 cece eee eee eee 139 m gt a zZ Z 0 fe I m Inter Tel Model 8690 User Guide ITP Mode 1 33 Ww Y e U z Z Y lt wi l INTRODUCTION If you want to know more about your endpoint and voice mail system this is the sec tion for you With additional information and FAQs you should be able to find answers to most of your questions NOTE Because the telephone system is very flexible and programmable the proce dures for using the features might vary slightly from the descriptions in this guide If so your trainer or system administrator can tell you how your system differs and how to use the features WHAT THE ADMINISTRATORS CAN DO FOR YOU The administrators are the people to whom you should turn if you have any problems with your endpoint and or voice mail They have access to advanced programming features and can reset certain settings associated with your endpoint The types of administrators that can help you with your endpoint voice mail are as follows e System Administrator Performs certain telephone system functions inclu
14. ing icons Account icons EN Indicates that the status of the user is currently unknown Press this icon to retrieve a snapshot of the status The snapshot reverts back to an unknown state in approximately 30 seconds a Indicates that a user is currently available ug Indicates that a user is currently unavailable a Indicates that a user is currently on a call Inter Tel Model 8690 User Guide ITP Mode 97 Device icons ig Indicates that the DND status for the device is currently unknown This icon displays if the type ahead results display a device that is not currently in your address book Press this icon to retrieve the status The snapshot reverts back to an unknown state in approximately 30 seconds This icon can also appear when the node the device belongs to is down or when the connection between UC and the CT Gateway is down KH Indicates that the DND status for the device is currently OFF 2 Indicates that the DND status for the device is currently ON Indicates that the device is currently on a call Static contact icons Indicates a simple contact in your address book No status information is available for this result type E Indicates a simple company contact in your address book No status information is available for this result type e Source Indicates where the search result was found The source may be one of the following address book accounts or devices e Options Pressing the icon opens
15. matically muted so that the supervisor cannot be heard unless he or she presses the Mute button If the Agent Help Extension is a single line set however the supervisor can be heard as soon as the conference is established In either case the supervisor can hear all other parties on the call To use the Agent Help feature while on a call 1 Press O and dial gt Sp you hear repeating tones the Agent Help feature is not available at your endpoint you already have four parties in your call not enough system circuits are currently available or the Agent Help Extension is in DND 2 Dial the Agent Help Extension number if required Your endpoint may be pro grammed to automatically dial the number or you may be required to dial it If the Agent Help Extension accepts the call you hear the Agent Help tone if it is enabled and the supervisor can monitor or join your call If the Agent Help Extension rejects the call you hear a confirmation tone and the display shows AGENT HELP REJECTED To respond to an Agent Help request When you receive an Agent Help request your display shows lt name gt REQUESTS HELP You can do one of the following e To accept the call Answer as usual Your microphone is muted and you cannot be heard by either party unless you press the Mute button e To reject the call Press the REJECT HELP menu button 88 Inter Tel Model 8690 User Guide ITP Mode WORKING IN HUNT GROUPS Your system m
16. o Z z fe zZ e Standard account codes are automatically entered into the SMDR report when ever you place a call e Forced account codes must be dialed before you can place an outside call e Optional account codes can be entered at any time during a call NOTE Your system administrator can tell you which types of account codes are used on your telephone system To enter an optional account code 1 Press o and dial BOP 2 Enter the optional account code If the account code is not immediately accepted press To set an account code for all calls placed from your endpoint Dial BAG and then the account code If the account code is not immediately accepted press p This code will be used for all calls made from your endpoint until it is disabled To disable the code Dial BG EB and press P Inter Tel Model 8690 User Guide ITP Mode 81 SCREENING CALLS If desired you can screen calls that are transferred from voice mail This allows you to accept and or refuse specific calls Depending on the call screening transfer method you select see page 73 calls from voice mail may be unannounced announce only or screened When your mailbox is programmed for screened calls you have the following options when you receive a transfer e Say Accept or press q to accept the call e Say Replay or press qj to replay the announcement e Say Voice Mail or press to send the
17. or press qj to raise the volume e Say Save or press to save the new message in your mailbox e Say Delete Message or press to delete the message NOTE You may be prompted to confirm deleting the message Say Yes to delete the message or No to cancel the request to delete the message Inter Tel Model 8690 User Guide ITP Mode 57 5 When the message has finished playing you have the following options e Say Replay or press to replay the message from the beginning e Say Reply or press p to reply to the message You have the following options Say Voice Mail or press qj to leave a voice mail message for the caller If the caller has a mailbox number you are prompted to verify the desti nation by saying Yes or by pressing p If the number was not associated with a mailbox the prompt requests a mailbox number If the message was from an outside caller you cannot leave a voice mail message Say Call Back or press to make a return call Your call will be transferred automatically to the caller s extension or telephone number if the number is available a uw lt e 2 o Wu o If the user is not available you will have the option of leaving a voice mail message If the telephone number is not available you cannot reply to the mes sage e Say Forward or press lt p to forward a copy of the message to another subsc
18. s name Press oo and dial O QD NOTE If there is no outside party name available the display shows CANNOT ACCESS FEATURE 22 Inter Tel Model 8690 User Guide ITP Mode Using the Speakers and Microphone If you are not using a headset you can talk handsfree using your speakers and micro phone The microphone has a mute feature which when enabled allows you to hear the other party but they cannot hear you This does not put the party on hold You can also use the speakerphone for on hook dialing call monitoring and background music 1 z z z 0 lt fe Cc A gt lt Mute Button To mute the microphone Press Mute or the MUTE menu button To turn the mute feature off Press Mute or the UNMUTE menu button NOTE The Mute button is also used to backspace when you are using the dialpad to input letters or numbers Group Listen Using the Speaker With the Group Listen feature you can transmit a conversation over the speaker while you use the handset to continue speaking This allows other people to hear the caller while the caller can only hear you NOTE You cannot use this feature on a handsfree call You must be on a call using the handset before entering the feature code To turn the group listen feature on or off during a call Press oo and dial gt SD You hear a confirmation tone and the display shows GROUP LISTEN ON or GROUP LISTEN OFF The other party will not hea
19. say Internal or press qj for an extension number OR say Outside or press for an outside number Say or enter the number e To set up or change pager notification Say Pager or press BB Say Personal or press B Say Change or press lt j to enable or disable the number 2 0 0 gt O 5 Say Days or press P Then select one of the following e Say Weekdays or press lt j for Monday Friday e Say Days or press p for all days e Say Day or press lt p to select individual days You are prompted to say or press numbers 1 7 which correspond to the days Sunday through Satur day 6 Say Time or press lt p Then say or enter the times you want the message notification to start and stop Enter or say the times with two digits for the hour and two digits for the minutes e g 0900 9 00 If entering the time in 12 hour format e Say AM or press lt p for AM e Say PM or press jp for PM NOTE For 24 hour notification program the starting and ending times to be the same 7 Say Category or press You have the following options e Say All Messages or press jp for all messages e Say Priority or press qj for priority messages only 8 Hang up or press p to save the settings and exit NOTE If for some reason voice mail is not able to use your remote notification your mailbox will receive a message stating
20. 46 CallerID 103 Caller ID Positive 103 Calls answering 48 making 27 45 47 making conference 51 placing onhold 50 receiving 27 46 48 receiving non handsfree 47 returning to held caller 50 waiting for called endpoint 46 Camp On 46 Canceling call forward request 55 callback requests 46 messages 24 queue requests 48 Record A Call 79 reminder messages 65 Cascade Levels 75 Changing call screening transfer method 73 e mail password 124 fax destination number 74 message envelope 72 message search order 74 personal greeting 28 remote feature access password 87 transfer method 73 Inter Tel Model 8690 User Guide ITP Mode 143 voice mail message envelope 72 voice mail password 71 voice mail e mail and fax message envelope 130 volume levels 68 Web Client options 95 your status 96 Checking Contact s Status 112 Checking Messages 102 Clearing Reminder Messages 65 Compact Flash CF Port 4 Composite Status Current 111 Conference Calls 51 Connecting a Headset 25 Contacts accessing and editing 116 adding linked 114 E mail addresses 115 information panel 115 simple adding 113 telephone numbers 115 Creating a Conference Call 106 Current Status 96 D Date Time Name and Extension Number 22 Default Feature Codes 131 139 Defaults 70 do not disturb message chart 63 feature codes 139 mailbox password 26 Deleting a Call Log Entry 109 Deleting a Linked Contact 114 Deleting Messages 102 Deleting Station S
21. Installation Manual 835 2195 It is strongly recommended that you check with your network administrator before using advanced options CAUTION Consult your network administrator before setting options on the Advanced sub menu Although you can access these options from the system tray menu you should not use them unless your network administrator has supplied you with all of the network settings and additional information that are required Inter Tel Model 8690 User Guide ITP Mode 39 a uw lt e 2 9 Wu oO Auto Upgrade and Pending Upgrades Although your endpoint automatically checks for upgrades you can run the Auto Upgrade feature using the Advanced option on the system tray menu If there are no new upgrades available you will not be notified and your endpoint will function nor mally If there is an upgrade available the Software Upgrade dialog box opens and you are prompted to install the upgrade You can choose to install the upgrade imme diately by pressing OK or set a reminder to install it later see page 44 To run the Auto Upgrade feature 1 Press the system tray icon then select Advanced Auto Upgrade Check for New Versions The upgrade search dialog box opens 2 Press OK to allow the system to search for software upgrades You are not informed if upgrades are not available In addition to running the Auto Upgrade feature you can view install or cancel pend ing upg
22. Routing View 0cccec aa 117 s Receiving New Message Alerts 117 a Receiving Status Change Alerts 118 a Receiving Incoming Call Alerts 0 0 a 118 Inter Tel Model 8690 User Guide ITP Mode 93 o o a INTRODUCTION In this section you ll learn how to log on and off of Unified Communicator UC and use UC views to access advanced endpoint features and presence management options NOTE Before you use UC on your Model 8690 you must create a UC account using the Web Client which is the primary UC client that runs on your PC desktop see page 95 In addition some UC options can only be changed or implemented from the Web Client For information about using the Web Client see the latest version of the Unified Communicator User Guide LOGGING ON AND OFF OF UC The client application is configured to start automatically when the endpoint powers up Although the client application may be running you may not be logged on to UC as indicated with the system tray icon w If the client application is not running you can launch it manually by navigating to My Computer Mounted Volume 8690 Phone and then double pressing 8690Phone exe To log on to UC 1 Press the system tray icon then select Log on from the menu f UC is not con figured to log on automatically you are prompted for the following information a Enter the Web Address that you use to acces
23. are using a headset you will be automatically connected If this option is not enabled for your hunt group the call will ring until you answer it or until it times out to another extension NOTE Even if the ACD Agent ID Automatic Connect option is enabled the first call you receive after you log in or remove your endpoint from DND while logged in will ring until you answer it You will however be automatically connected to subsequent calls To log out of one or more ACD hunt group 1 EITHER Dial p gt gt to log out of all of your ACD hunt groups at once The display shows AGENT LOGGED OUT OF ALL ACDS and you hear a confirmation tone OR With or without the handset lifted dial gt yp P One of the following displays will appear e If you were logged in to only one hunt group the display shows AGENT LOGGED OUT OF thunt group The procedure is complete e If you were logged in to more than one hunt group the display shows AGENT LOGOUT ACD NUMBER Dial the extension number of the desired ACD hunt group e If you were not logged in to any hunt group the display shows NOT LOGGED INTO ANY ACD GROUP 2 Hang up if off hook o Z z fe zZ Ending an ACD Hunt Group Call Each time you end an ACD hunt group call a wrap up timer is started Until this timer expires you will not receive another call through any ACD hunt group You can however end the wrap up session before this timer expires as de
24. call result Additional details are provided when pressing potais Call Log Main Screen The call log main screen displays the following information e Date Time 7 Indicates an incoming call was answered Indicates an incoming call was missed 3 Indicates an incoming call was transferred to another destination 5 Indicates an incoming call went to voice mail A Indicates an outgoing call was answered Indicates an outgoing call was not answered T Indicates an outgoing call was transferred to another destination Ko Zz 0 O Inter Tel Model 8690 User Guide ITP Mode 107 o 5 oO a 5 Name Number Displays the name and number of the caller or called party if available If the name number is not recognized UC indicates that the called party caller is unknown If the caller is a device or account or a contact linked to a device or account this column also displays the caller s current status as an icon If the caller exists in your address book the caller s current status is always displayed and is updated in real time as the status changes The status icon can be one of the following EN Indicates that the status of the user is currently unknown Press this icon to retrieve a snapshot of the status The snapshot reverts back to an unknown state in approximately 30 seconds 2 Indicates that a user is currently available sg Indicates that a user is currently unavailable a Indicates
25. call to voice mail e Say Forward or press lt j and then enter the extension number to forward the call to another extension e Say Refuse or press to refuse the call USING THE DIRECTORIES With directories you can use your endpoint s dialpad to find names and numbers You can then use the directory information to make calls access features or leave voice mail messages z e 0 gt e NOTE If ASR is enabled for the voice mail directory you can search the directory using spoken commands see page 18 Telephone Directory The endpoint directory contains a list of the extension numbers System Speed Dial numbers feature codes and their associated names To search for an item you can enter the full or partial name The system will then find the closest match Once the correct match is displayed on your endpoint you can dial the number or press a but ton to access that extension or feature 82 Inter Tel Model 8690 User Guide ITP Mode To search the telephone directory using your dialpad buttons see table below 1 If your endpoint is idle press the DIRECTORY menu button then press the menu button for the desired directory IC DIRECTORY OUTSIDE DIR or FEA TURE DIR If placing a call choose between OUTSIDE DIR and IC DIRECTORY 2 Enter letters or numbers up to 10 characters as described below e Remain in alphanumeric mode Message lamp lit Press the dialpad button
26. e Say Replay or press to replay the message e Say Reply or press p to reply to the message e Say Forward or press lt p to forward the message e Say Previous or press to listen to the previous message e Say Envelope or press to play the message envelope e Say Next or press to listen to the next message e Say Recover or press gp to recover the message OR say Recover or press p to recover all deleted messages OR Say Purge or press jp to permanently delete all deleted messages 6 Hang up BA XO N c 2 zZ o m 2 E a im gt O m a Inter Tel Model 8690 User Guide ITP Mode 129 a Ww a lt mi 04 z lt w oO d D CHANGING MESSAGE ENVELOPES When you receive a voice fax or e mail message a message envelope is played The envelope can include the time and date the message was left the source of the message and additional information that is associated with the media type Common envelope options for voice mail e mail and fax include e Time and Date The time and date the message was received e Source The source of the voice e mail or fax message These envelope options vary by media type e Length The recorded time in minutes for voice messages e Subject The text in the subject field for e mail messages e Pages The number of pages included in the fax attachment By default all of th
27. eee eee eee 35 2 Setting OPONS 22 v4 ceed ananunua teens sous ah paw Ay 35 a Adding a NET Passport a 39 Using Advanced Options 0 00000 eee eee 39 a Using Help xx aa conan ee Wve KAN eee ea 41 m Installing Software and Firmware Upgrades 42 Firmware Upgrades 0000 e eee ee eee 42 Telephone Client Application 42 Operating System 6 0 0 eee 43 Installing a New Version of Software or Firmware 44 Making and Receiving Calls 0 0c e eee eee eee 45 Intercom Calls 2 2 66 cee eee 45 Outside Cals sasaa bha Paa NG fees LAGA Pees 47 Emergency Calls 0 000 cece eee 49 Call Waiting pan ecb PRA PAGDAANAN e hb Aha NA 49 Placing Calls On Hold 0 0 cece eee 50 Placing Conference Calls c eee eee ee eee 51 Transferring Calls ccc eee eee 52 To Another Extension 00000 cee eee ee 52 To Voice Mail ee 52 To an Outside Number 52 Using Reverse Transfer eee eee eee 53 Forwarding Calls 0 cece eee eee eee 54 Manual Call Forwarding cee eee eee 54 System Forwarding 0 0 eee eee eee eee 55 Redirect Call 22 cccss0 08sec eee cee bee aa de dane 55 Redialing a Number ccc e eee eee eee 56 Accessing Voice Mail Messages 57 Listening to Messages eee eee eee 57 Recovering Deleted Voice Mail Messages 59 Record
28. feature is enabled the call is automatically answered If the handsfree feature is disabled either press the Answer button to answer the call or lift the handset for privacy 46 Inter Tel Model 8690 User Guide ITP Mode To receive a non handsfree intercom call EITHER Press the Answer OR Lift the handset for privacy NOTE You must lift the handset if the caller has the Ring Intercom Always feature 377 enabled Instead of answering a ringing call you can press one of the following menu but tons e SEND TO V MAIL Sends the call directly to your voice mailbox You will not see this option if you do not have a mailbox e IC CALL TO DND Places your endpoint in DND mode and blocks the call See page 63 for more information about DND mode e SEND TO DEST Redirects the call to the intercom or outside number that you enter See page 55 for more information about the Redirect Call feature Outside Calls With outside calls you can talk to people who aren t members of your telephone sys tem When you make an outside call however you must dial any area codes or long distance digits that your telephone company requires a m zZ 7 s gt A 4 m i Placing Outside Calls To place an outside call 1 With or without the handset lifted press Outgoing or the OUTGOING menu but ton 2 Dial the desired number NOTE If you see a request for an account code and hear a single bee
29. hang up If you selected the primary or alternate greeting option record your greeting when prompted then press Gp If you already have a primary or alternate greeting it is played when you select primary or alternate You can then do one of the following e Say Accept or press qm to accept the greeting e Say Replay or press qj to replay the greeting e Say Append or press qj to add to the greeting e Say Erase or press qj to erase and re record the greeting e Say Cancel or press to exit without changing your greeting 6 Hang up Recording Your Voice Mail Directory Name Your recorded name is used to identify you in the voice mail directory and to verify your mailbox number when messages are addressed to you Although you record your name when you first initialize your mailbox you can change it at any time To record your directory name 1 Access your mailbox as described on page 29 2 Say Personal or press to select the Personal Options Menu 3 Say Name or press qj Your current name is played 4 Do one of the following e Say Accept or press qj again to accept your recorded name e Say Replay or press qj to replay your recorded name e Say Append or press lt p to add to your name e Say Erase or press to erase and re record your name When you hear a tone record your first and last name Then say Accept or press p to accept y
30. is cut off and audio output switches to the call When the call ends audio is switched back to Media Player You can configure audio properties under Start Settings Con trol Panel Volume amp Sounds If you hear four fast tones or repeating fast tones you have pressed an invalid button combination tried to select a restricted line dialed a restricted or invalid number dialed too slowly between digits or waited too long before performing the next step Hang up and try again Your telephone system may be programmed for one or two dial tones Systems with two dial tones have one for intercom calls and one for outside calls Many features time out if you wait too long before performing the next step If this happens you must hang up and start over Off hook means that the handset is lifted and on hook indicates that the hand set is in the cradle For example you must first go off hook to make a call but you must go on hook to end a call Inter Tel Model 8690 User Guide ITP Mode 19 H z g z 0 lt e S a gt lt z 14 O o m T8 SOFTWARE COMPATIBILITY Depending upon which software version your telephone system is using some of the features included in this guide may not be available for your endpoint Check with your system administrator to see which software version your telephone system cur rently uses and if there are any features restriction
31. more connected or holding calls in your call list Press FEES e If you want to conference all calls With one call selected press E22 The selected connected and or holding calls disappear from your call list and a new conference call appears NOTE is only present if you have two or more calls in your call list that can be conferenced The conference call displays as a single call in the call list indicated with CONFERENCE Each conference member is displayed under the call by name if available or by number To drop a party from a conference call Press the icon next to the name of the person or select the name of the person you want to drop from the conference and then press Hangup Ff This option is only visible in the call list of the conference originator To end a conference call Select the call and press Hangup 106 Inter Tel Model 8690 User Guide ITP Mode CALL LOG VIEW The Call Log view allows you to view a history of your recent calls For each call you can view call details such as the call type date and time of the call and the name and number of the person that called If a call in the log was from another UC account or device the current account device status is also displayed You can return a call directly from the call log and you can add a call log entry to your address book The main call log screen displays the date and time of the call the name and number of the called party and the
32. or more group lists of mailboxes you can send a message to a group of people by entering one number instead of everyone s individual mailbox number Inter Tel voice mail systems support the following types of mailboxes e Advanced Mailbox If E Mail Reader is enabled for your mailbox you have access to voice mail e mail and fax messages in your mailbox You can also cus tomize your personal mailbox options and access advanced messaging features See page 119 for information and instructions about using E Mail Reader fea tures For a voice mail flowchart for advanced mailbox users see page 131 e Standard Voice Mailbox This type of mailbox allows you to send and receive voice mail messages record personal greetings and allows you to customize per sonal mailbox options A standard voice mailbox does not allow you to access e mail and fax messages For a voice mail flowchart for standard mailbox users see page 149 NOTE If you have the Enterprise Messaging EM voice mail system you also have access to advanced communication and messaging features such as E Mail Reader and Automatic Speech Recognition ARS For more information about EM see page 17 Inter Tel Model 8690 User Guide ITP Mode 15 z 14 3 gt Oo a T8 The instructions for many voice mail tasks are identical for standard voice mailbox and advanced mailbox users The instructions for the following common mailbox tasks are in
33. p8 You can now use any of the following features w To change the station password using Remote Programming a Enter gt O b Enter the new password followed by p c Enter the new password again for verification followed by p To turn on DND a Enter OG O b Enter the message number 01 20 and the optional second line message text e lt Z 9 fe z To turn off DND Enter POP aD To turn on Call Forward a Enter one of the following Call Forward feature codes All Calls DAG If No Answer O O gt If BUSY ssseescceveveeneusvecees CTGA D If No Answer or Busy D O DD b Enter an extension number or enter an outside line access code followed by a telephone number To turn off Call Forward Enter POP 5 Hang up Inter Tel Model 8690 User Guide ITP Mode 87 r4 0 o gt O REQUESTING AGENT HELP NOTE This feature is not supported on peer to peer P2P calls Ask your network administrator if your endpoint is configured to use P2P audio Your telephone system may be programmed to support the Agent Help feature which allows you to request help from a designated Agent Help Extension usually your supervisor during a call When your request call rings at the Agent Help Extension the supervisor can choose to join the call or reject the request If the Agent Help Extension is a digital endpoint the endpoint s microphone is auto
34. page 74 e Programming remote messaging see page 75 e Screening calls see page 82 e Using the voice mail directory see page 84 NOTE For a voice mail flowchart for standard mailbox users see page 149 n4 Wi a Pa wi x z Pa wi 4 zZ 2 120 Inter Tel Model 8690 User Guide ITP Mode E MAIL READER FEATURES When E Mail Reader has been enabled for your mailbox you have the advanced mailbox The advanced mailbox unifies your local voice mail messages and your remote fax and e mail messages in one convenient location E mail Reader uses Text to Speech TTS capabilities to convert the text in an e mail message to a wav file If E Mail Reader is enabled for your mailbox you can access voice mail e mail and fax messages in your mailbox using your endpoint When you access an e mail message in your mailbox E Mail Reader first announces your e mail according to the envelope options that you set see page 130 Then after the envelope is played E Mail Reader reads the text in the body of the message Once you have listened to your e mail you can access additional options to reply forward save or delete the message see page 125 When you access a fax message E Mail Reader announces the fax envelope accord ing to the envelope options that you set see page 130 Because a fax message is received by your e mail account as an attachment to an e mail message in the form of a tif file E Mail Re
35. password in which case pressing is all you need to do If these options don t work contact your voice mail administrator who can change or erase the password for you You can then retrieve your messages and reset the password if desired see page 71 How can I set the number of rings that are allowed before the call is sent to voice mail Only your system administrator can change the number of rings Why can t I retrieve deleted messages Voice mail may have erased your message After a programmed amount of time has lapsed up to 24 hours voice mail automatically erases all deleted messages see page 59 If you attempted to undelete a voice mail message within this time frame but you were still unsuccessful your voice mail system may not have sufficient space programmed to store deleted messages How can I change the name displayed on my endpoint Only your system administrator can change the usernames assigned to extensions How do I change the time and date on my endpoint Only your system administrator can change the time and date Please contact your system administrator if you notice that the date and time are incorrect You can only change the time and date for Windows CE NET How do I program System Speed Dial numbers Only your system administrator can program System Speed Dial numbers You can however program up to ten Station Speed Dial numbers without UC see page 77 or add an unlimited number of contacts t
36. popup menu Voicemail and Leave Message Press Voicemail to call the voice mail of the given person device Press Leave Message to leave a station message for the given person device If you leave a station message the station message is left at the current location or it is left at the primary device if the current location is not a UC device Inter Tel Model 8690 User Guide ITP Mode 101 MESSAGES VIEW The Messages view displays a list of voice mail station and system messages Addi tional details are provided when pressing E298 The messages are listed in a table containing the following columns e From Specifies the message type This column also indicates the telephone number and the name when available of the caller that left the station or voice mail message If the message is a system message this column displays the mes sage e Mailbox Indicates the mailbox where the voice mail message was left e Number Indicates the number of voice mail messages left in the mailbox e Options Contains icons allowing access to voice mail station or system mes sages To check voice mail station or system messages Press Messages on the endpoint display The actions you take depend on the message type Message types include the following fal Station Message Press the icon next to a station message to place a call to the person that left the station message or double press the station message to place the call V
37. press the IC DIRECTORY menu button to look up and select a number To redirect a call to an outside telephone number 1 EITHER Press oo and dial PAP aD OR Press the SEND TO DEST menu button 2 EITHER Press the OUTSIDE CALL menu button and enter the telephone num ber OR Use a speed dial number see page 77 3 Press gp Inter Tel Model 8690 User Guide ITP Mode 55 a LU lt e n o Wu oO REDIALING A NUMBER The Redial feature allows you to quickly redial the last outside number you dialed Although most endpoints redial the last number dialed your system administrator can program your endpoint to redial the last number saved For UC redial options see page 101 To use the Last Number Dialed feature if enabled With or without the handset lifted press the OUTSIDE CALL menu button and then the REDIAL menu button The number is dialed To use the Last Number Saved feature if enabled e To save the last number dialed While the endpoint is idle or while listening to intercom dial tone press the REDIAL menu button e To redial the saved number Press the OUTSIDE CALL menu button and then the REDIAL menu button The number is dialed If there is no redial number available the display shows NO NUMBER TO DIAL 56 Inter Tel Model 8690 User Guide ITP Mode ACCESSING VOICE MAIL MESSAGES When you access your mailbox you can listen to new and saved voice mail messages After listen
38. simple contact to your address book 1 Press Address Book on the endpoint display The list appears empty if no con tacts have been added 2 Press Add Contact 3 Enter the following information for this contact e Name see page 115 e Work see page 115 e Home see page 116 4 Press OK The information is saved for your address book only and the newly added simple contact appears in the address book NOTE Filling out only the Work tab Company field results in adding a simple com pany contact The icon changes from a simple contact icon amp to this icon 5 Repeat steps 2 4 to add more simple contacts NOTE You can add your system s voice mail extension as a contact and add it to your speed dial buttons for quick access to voice mail Ko zZ 0 O Inter Tel Model 8690 User Guide ITP Mode 113 8 5 o a 3 Adding a Linked Contact A linked contact is connected to a UC account or device in the system Like simple contacts linked contacts also store contact information Unlike simple contacts linked contacts also display real time status information for the account or device to which they are linked To add a linked contact either use the type ahead search see page 97 or the call log main screen see page 107 To add a linked contact 1 Press Unified Communicator on the interface then press Search 2 Enter the first few characters of the contact using the Inp
39. system administrator if your endpoint is configured to use P2P audio If your telephone system is equipped with a Voice Processor voice mail you may have access to the Record A Call feature If so you can record an ongoing call as a mailbox message You can then retrieve the message just as you would any other mailbox message o Z z fe zZ NOTE The Record A Call feature remains active after the other party hangs up This allows you to append the recorded call with your own message To use the Record A Call feature while on a call 1 EITHER Press o0 and dial POPE OR Press the RECORD A CALL menu button 2 If required dial the desired mailbox number Your endpoint may be pro grammed to select the mailbox or you may be required to dial it You hear a confirmation tone when the Record A Call feature is activated To turn off Record A Call you have the following options e Press and dial E gt DP e Press the CANCEL RECORDING menu button e Hang up Inter Tel Model 8690 User Guide ITP Mode 79 PAGING The Paging feature allows you to make an announcement through endpoint speakers or external speakers if your system is equipped with external paging equipment To prevent announcements from transmitting through every endpoint in the system this feature uses page zones Each zone contains a different combination of extensions and external paging equipment and is programmed by your syste
40. that a user is currently on a call t Indicates that the DND status for the device is currently unknown This icon displays if the type ahead results display a device that is not currently in your address book Press this icon to retrieve the status The snapshot reverts back to an unknown state in approximately 30 seconds This icon can also appear when the node the device belongs to is down or when the connection between UC and the CT Gateway is down ndicates that the DND status for the device is currently OFF 2 Indicates that the DND status for the device is currently ON Indicates that the device is currently on a call Indicates a call log entry that is neither a device or account The pres ence of this icon does not necessarily indicate that the given name number corresponds to an entry in your address book Result Indicates the call result as any of the following Missed Indicates the incoming call was not answered Answered Indicates the called party answered the call Answered at Indicates the incoming call was answered at the specified end point Unanswered Indicates the outgoing call was not answered Voice mail Indicates the call went to your voice mailbox Transferred to lt number gt Indicates the call was transferred 108 Inter Tel Model 8690 User Guide ITP Mode To sort the call log 1 Press Call Log on the endpoint display 2 Press any of the call log columns to sort the call
41. the Input Panel icon and then press Hide Input Panel m z4 o z 0 lt fe A gt lt If you connect an external keyboard to your endpoint see page 5 it is recommended that you disable the Input Panel To disable the Input Panel Press Start Settings Control Panel Double press Input Panel Disable the Allow applications to change the input panel state option Press OK Save the registry see page 14 System Memory and Storage The Model 8690 ships with 128 MB of RAM and 64 MB of flash RAM The tele phone application is pre loaded on the device and you have approximately 5 MB of RAM available for use aR OWN CAUTION The Model 8690 does not have a built in hard drive Storage memory will not survive a reset or an upgrade to the operating system unless the files are stored in the Mounted Volume folder on the endpoint My Com puter Mounted Volume or on a host that is accessible from the Model 8690 Desktop shortcuts and any preferences that have not been saved in the registry including UC preferences will be lost if you upgrade the operating system or if the endpoint resets You can view the available amount of system memory using the System Properties dialog box System memory is divided into Storage Memory see caution above and Program Memory Program Memory is used for executing programs To view system memory 1 Press Start Settings Control Panel 2 Double press S
42. these types of messages E Mail Reader must be enabled for your mailbox Check with your voice mail administrator to see if E Mail Reader is enabled for your mailbox Why do I get the wrong response when I try to complete a task by saying a command Several things affect the system s response to voice commands One reason the sys tem may not be responding to voice commands is that Automatic Speech Recognition ASR may not be enabled on your system If your system s voice prompts do not include the option to say a command then ASR is not enabled See page 18 for additional guidelines for using ASR Inter Tel Model 8690 User Guide ITP Mode 1 37 m gt a zZ O z O a m Q17 Why cant I use one of the features described in this guide A17 There are a few reasons why you might not be able to access the feature Some possi ble reasons include e Your system software version may not support the feature Check with your sys tem administrator to see which software version your telephone system currently uses and if there are any features restrictions for your system e Your system administrator may not have enabled the feature for your endpoint e Your system administrator may have programmed your endpoint to block the fea ture Q18 II need further assistance how do I get technical support A18 First contact the appropriate administrator system voice mail or network if you have a question that i
43. to a number Enter the digits and press OK to transfer the call If you want to search for the party to which you want to transfer Press the Search button Your cursor is placed in the type ahead search box Type the name of the person to which you want to transfer the call The search results include a transfer icon 043 in the features column Press the icon to transfer the call to that person To transfer a call using a type ahead search 1 Select the call you want to transfer 2 Go directly to the type ahead search and search for a person 3 Press ng next to the search result to transfer the call to that person To mute a call Ko Zz 9 Cc O 1 Select the call you want to mute 2 Press E NOTE The Bas icon indicates that a call is muted To unmute a call select the call and press rr To record a call 1 Select the call you want to record 2 Press REI To stop recording the call select the call and press fm NOTE Recorded calls are saved in voice mail When you record a call a voice mail message icon indicates that you have a new voice mail message and a voice mail indi cation appears on your endpoint If you have chosen to receive message alerts you also receive a message alert Inter Tel Model 8690 User Guide ITP Mode 105 e 3 oO a 5 To create a conference call use one of the following options e Ifyou want to conference selected or holding calls Select two or
44. to select unannounced transfers BA DN e Say Screened or press to select screened transfers e Say Announce or press to select announce only transfers e Say Cancel or press to return to the Personal Options Menu without making changes 5 Hang up Inter Tel Model 8690 User Guide ITP Mode 73 o Z z fe zZ Programming a Fax Destination With the Inter Tel voice processing system when you specify a fax destination num ber for your mailbox callers can access your mailbox to send a fax to your fax machine To change your fax destination number Access your mailbox as described on page 29 Say Personal or press to select the Personal Options Menu Say More or press for More Options Say Number or press oar Od N Say or enter the number of your fax destination If you entered the letters using the dialpad press qj when you are done 6 EITHER say Accept or press to accept the number OR say Re enter and press jp to erase and re enter the number 7 Hang up Changing the Message Search Order You can change the order in which you retrieve your messages based on the date and time you receive them When more than one message is left in your mailbox they are available for you to access in the order you specify The search order can be config ured as first in first out or last in first out K4 0 o gt O
45. when you are logged on to UC Microsoft Passport is a universal login service that allows users to log in to many Web sites using one account Working with NET Messenger service passport holders can also send messages online or through the telephone system if it is configured to handle calls from this type of endpoint Ask your network administrator if your tele phone system is configured to handle NET Messenger calls NOTICE At the time of this publication Microsoft had disabled connectivity to the MSN network for third party products like Unified Communicator in preparation for a licensing model which had not yet been disclosed Currently the NET Passport a m 4 zZ 7 a gt A 4 m i dialog box allows you to enter information but the functionality has been dis abled When Inter Tel is able to determine licensing requirements if any and how that will affect the future functionality of this product the documentation will be updated accordingly To add passport information 1 Press the system tray icon then select Passport from the menu 2 Enter your NET passport Username and Password in the fields provided 3 Enable Handle passport calls 4 Press OK Using Advanced Options This section details how to use the advanced options available on your client applica tion Instructions for advanced options are located in the Model 8690 Administrator s Guide part no 550 8120 and the IP Devices
46. without placing an intercom call 1 Press Message and then press the LEAVE MESSAGE menu button 2 Dial the desired extension number and hang up To cancel a message that you left at another endpoint 1 Press Message and then the CANCEL MESSAGE menu button 2 Dial the extension number of the endpoint where you left the message 24 Inter Tel Model 8690 User Guide ITP Mode Retrieving Messages To retrieve a message Message Indicator lamp is flashing Lift the handset and press Message A call is automatically placed to the endpoint or message center that left the message See page 29 for information about accessing your mailbox 1 z4 o z 0 lt fe Cc A gt x lt To select the message you want to answer first 1 With the handset in the cradle press the VIEW MESSAGE menu button to view the waiting message If more than one message is waiting scroll to the desired message using the PREVIOUS or NEXT menu buttons or press the high up arrow or low down arrow end of the Volume button 2 Press the REPLY menu button to respond to the desired message To cancel a waiting message 1 Press Message or the VIEW MESSAGE menu button to view the message to be canceled 2 Press or the DELETE menu button to cancel the displayed message Using a Headset With an electret headset you can talk on the endpoint handsfree without using your speaker and microphone NOTE If your headset has a power saver
47. 45 Inter Tel Protocol ITP Mode 2 J Jacks LAN PWR 4 L LAN PWR Jack 4 Last Number Dialed Saved 56 LCD Liquid Crystal Display 3 Leaving Messages 24 Linked Contact 114 adding 114 deleting 114 editing 115 Inter Tel Model 8690 User Guide ITP Mode 145 Liquid Crystal Display LCD 3 Listening to Messages 57 Logging In and Out of ACD Hunt Groups 90 M Mailbox Almost Full Full 29 Making an emergency call 49 calls 45 pages 80 Making and Receiving Calls 27 45 Manual Call Forwarding 54 Members Hunt Group 89 Menu 9 Menu Buttons 7 Message button 24 search order 74 Message Count and Type 29 Message Indicator Lamp 3 5 19 Messages recording and sending voice mail messages 60 recovering deleted 129 station 102 system 102 using do not disturb 63 voice mail 102 Messaging Remote 29 75 Microphone 3 51 Model 8690 Photo 3 Model 8690 Guidelines 21 Modes alphanumeric numeric 19 Mounted Volume Folder 21 Mute Button 23 51 Muting a Call 105 Muting the Microphone 51 N Navigation Buttons 7 10 Non Handsfree Calls 47 Numeric Mode 19 83 O Off Hook 19 On Hook 19 Operating System 12 Optional USB Devices 5 Outside calls 47 directory 48 party s name and number 22 P Paging 80 PC Ports 4 Peer to Peer P2P 136 Performing a Directory Search 83 Performing a Search 97 Personal Computer Memory Card International Association PCMCIA Port 4 Personal Data Assistant PDA 3 Pl
48. 690 User Guide ITP Mode Performing a Search NOTE You must use the Web Client to use the Advanced Search function ALSO Unified Communicator will automatically try to eliminate duplicate results from the search results list If the search matches an account as well as one or more devices owned by the account the search results only display the matching account The type ahead search function allows you to search for contacts accounts or devices The search function searches the following contact fields e first name e middle name e last name e company e device username e device description e device extension Fach search will match on the search text if it appears anywhere within one of the above fields For example a search for sc would match on all of the following e Contact with First Name Scott e Contact with Last Name Prescott e Contact with Middle Name Rosco e Contact with Company Bill s Scooters Ko Zz 9 O Search results appear in a table under the following columns as you type e Name Indicates the type of contact displayed with an icon and the contact or device name If the contact is an account or a device in your address book the icon also indicates the current status If the contact is an account or device that is not in your address book the icon indicates the result type but it will indicate an unknown status The search area results may include one or more of the follow
49. 81 advanced mailbox 122 defaults 26 63 70 directories 82 do not disturb mode 63 headset 24 25 message button 24 mute feature 23 record a call 79 system tray menu 34 the speakers and the microphone 23 UC on your endpoint 95 UC views 95 V Viewing Call Details 110 Viewing Call Routing Rules 117 Viewing Speed Dial Numbers 79 Virtual Local Area Network VLAN 34 VLANID 34 Voice Mail administrator 15 messages 46 listening to 57 Voice Mail Basics 26 Voice Mail Flowchart advanced mailbox 131 standard mailbox 149 Voice Mail Messages recording and sending 60 recovering deleted 59 Volume Levels 68 W Waiting Calls 49 Wall Mounting 3 Web Client 94 95 What the Administrators Can Do for You 134 Windows CE NET 12 Working in Hunt Groups 88 Working with the Speed Dial List 101 Wrap Up Timer 91 Z Zones Page 80 148 Inter Tel Model 8690 User Guide ITP Mode VOICE MAIL FLOWCHART STANDARD VOICE MAILBOX NOTE At any menu level you can say Cancel or press to cancel or return to the previous menu or say Accept or press EJ to accept MAILBOX ACCESS EITHER Press the Mes sage button to respond to a message from voice mail OR Call the voice mail extension number say Login or press E and say or enter your mailbox number Enter your password press EJ SUBSCRIBER MAILBOX MENU New Message Record Saved Messages
50. 8690 User Guide ITP Mode 33 a Ww lt e n o Wu oO CONFIGURING VLAN PORTS To improve voice quality and security your network administrator may place your endpoint in a Virtual Local Area Network VLAN A VLAN is a network of computers that behave as if they are connected to the same wire even though they may be physically located on different segments of a LAN VLANs minimize congestion on the network because they allow voice and data to be routed more efficiently If your endpoint resides on a VLAN your network adminis trator may instruct you to program the VLAN ID for the ports NOTE Do not configure the VLAN ID for your endpoint unless instructed to do so by your network administrator Aulx00 Ethernet Controller Settings IP Address Name Servers VLAN The default value for the Phone Phone Port ft and the ap eisit is Da VLAN tagging disabled To enable i VLAN tagging for a port select a ee ea VLAN ID number 1 4094 using the associated scroll box or keyboard Downlink Port P2 0 Downlink Port P3 lo To configure VLAN IDs for the ports 1 Press Start Settings Control Panel 2 Double press Network and Dial up Connections 3 Double press AUMAC1 The AU1x00 Ethernet Controller Settings dialog box opens as shown above 4 Select the VLAN tab 5 Select the VLAN ID number supplied by your network administrator for the Phone Port and the Downlink Por
51. B RECORDING A MESSAGE 4 Alternate Cascade E Go to Previous Message KJ More Options 9 Play the Envelope EH e Dial the mailbox number i i 6 reply to a message or for Fax Number EE Go to Next Message ward a message Save the M 7 e Record your message Message Order Zi ka KNA ka Pause A Transfer Method EH Delete Message E Continue ET MESSAGE ORDER 4 gt REMOTE MESSAGING Erase El New Messages EH Note Applies to voice mail only After recording Saved Messages 2 Program Cascade Level c Enter cascade level number then a Replay EE TRANSFER METHOD shango KI z ange Append ET Unannounced m i i Personal 2 Erase re record El Screened 2 5 4 Pager Copy Announce Only Po MAM ti ae Enter Time of Day 2 a Delivery Options EH gt MESSAGE OPTIONS Set Days of Week o DELIVERY OPTIONS lq 5 Note Options vary by media Weekdays ET Private type All Days 2 Certified 2 Cancel Unheard Messages Individual Day 1 7 Priority Recover Deleted Messages kJ mar NG Select Message Category 4 Send ET Voice Mail EH E Mail KI All Messages EI Mai Send and Exit Hang Up eee Priority Messages 2 Facsimile Inter Tel Model 8690 User Guide ITP Mode 131 a
52. D touch screen To access the elements on the screen use the stylus that is shipped with the endpoint When you are instructed to press an area on the screen gently tap the appropriate area of the touch screen with the stylus To right click an element on the screen press and hold the stylus on an icon A ring of black dots appears indicating a right mouse click and the right click menu appears If the endpoint remains idle for more than four hours the backlight on the screen will time out and the screen will go dark see page 33 to change the default back light timeout To wake the screen either lift the handset or touch the screen The display automatically wakes when you make or receive a call To enter letters and numbers when using basic endpoint features use the dialpad on the interface To switch to alphanumeric mode from numeric mode press Message If the Message Indicator lamp is lit you are in alphanumeric mode which allows you to enter letters If the Message Indicator lamp is unlit you are in numeric mode and can only enter numbers and special characters When enter ing letters and numbers to backspace press Mute to backspace To insert a for ward space press Fwd The telephone application s audio feature has priority over the operating system s audio feature For example if you are running Windows Media Player to play music and your endpoint receives a call the audio for Media Player
53. DES Your endpoint may be configured to download software and firmware updates from a configured server automatically If so your endpoint will periodically check the server to see if any updates are available When an update is available the endpoint downloads it automatically The Auto Upgrade option see page 40 on the Advanced submenu allows you to manually search for new software versions and access pend ing upgrades The upgrade process is explained in the following sections Firmware Upgrades Your endpoint comes pre installed with Inter Tel provided firmware that allows it to communicate with the telephone system Firmware is software that is embedded in a hardware device e g your endpoint that allows it to operate Endpoints may require updates when a new version of software or firmware is available a W lt e 2 o Wu o When the endpoint downloads a new firmware version you are notified that the upgrade is starting and the client application continues to run You can monitor the progress of the upgrade on the six line display When the upgrade is complete the endpoint resets and returns to normal operation Telephone Client Application When the endpoint downloads a new version of the telephone client application the application exits and the upgrade application launches The upgrade application downloads the new version of the client application from the TFTP server and you can monitor the dow
54. DND sta tuses If using greetings in your call routing rules turn off system forwarding Inter Tel Model 8690 User Guide ITP Mode 63 a LU lt e 2 9 W oO To enable DND 1 Press the DND menu button 2 EITHER Dial the two digit number corresponding to the message you want to use OR Press the SCROLL menu button followed by the PREVIOUS or NEXT menu button OR Press the Volume high button up arrow or Volume low button down arrow to scroll through the messages 3 If desired customize the second display line by dialing the desired numbers or letters as described below e Remain in numeric mode Message lamp unlit Press the dialpad buttons to dial the desired numbers Press q for a hyphen for a colon Fwd to leave a space or Mute to backspace Change to alphanumeric mode Message lamp lit Press Message or the USE ALPHA MODE menu button and then press the dialpad buttons to enter the desired characters Refer to the chart below The number of times a but ton is pressed determines which character is entered For example 33377744432999 enters FRIDAY When adjoining characters are located under the same button press Fwd once to advance to the next character For example 6Fwd666Fwd6632999 enters MONDAY Note that letters corre spond to the letters printed on the buttons Press Fwd twice to leave a space or press Mute to backspace 4 Press the ACCEPT menu b
55. Do not disconnect the endpoint from it s power source or attempt to use the endpoint during the download process These actions may cause serious damage to the endpoint and the endpoint may need to be shipped back to Inter Tel for repair a m 4 K4 7 s gt A 4 m i The upgrade application erases the existing version of the operating system from the persistent memory Upon completion the upgrade application downloads the new ver sion of the operating system from the TFTP server As the new version of the operat ing system is downloaded it is simultaneously written to persistent memory and you can monitor the progress When the download and installation completes you are notified and the endpoint resets The registry settings are lost when the operating sys tem is upgraded This means that certain client application settings stored in the regis try are lost as well These include the session and diagnostic options Inter Tel Model 8690 User Guide ITP Mode 43 Installing a New Version of Software or Firmware When an upgrade is available the Software Upgrade dialog box opens and you are prompted to install the upgrade To install the upgrade immediately press OK To install the upgrade later you can set a reminder see instructions below When the reminder timer has expired the Software Upgrade dialog box automatically prompts you to install the pending upgrade CAUTION The Model 8690 does not hav
56. IDE CALL menu button Dial a telephone number or press the OUTSIDE DIR menu button to look up and select a number See page 82 for more information on directo ries e Jf you want to forward to an extension number Dial the extension number OR press the IC DIRECTORY menu button to look up and select a number e If you want to forward to your voice mailbox Press the VOICE MAIL menu button e If you want to forward to your message center Press the MESSAGE CEN TER menu button 54 Inter Tel Model 8690 User Guide ITP Mode To cancel any call forward request 1 Press Fwd 2 Press the FWD OFF menu button System Forwarding System Forwarding allows the system to automatically route calls based on the type of call and the status of your telephone Although you cannot program the path of a system forward you can enable or disable this feature on your endpoint To enable or disable System Forwarding Dial gt O O a m 4 zZ 7 s gt A 4 m i NOTE Manual forwarding overrides System Forwarding Redirect Call The Redirect Call feature allows you to forward any call that is ringing on your end point without having to answer the call NOTE You cannot redirect calls to an extension that is in DND or to a restricted out side number To redirect a call to an extension number 1 EITHER Press oo and dial PAP GI OR Press the SEND TO DEST menu button 2 Dial the extension number or
57. Inter Tel Model 8690 User Guide ITP Mode 71 Changing the Voice Mail Message Envelope When you receive a voice mail message the voice mail system plays an envelope that can include the time and date the message was left the source of the message and or the message length By default the envelope contains all of this information but you can change your envelope as described below NOTE If E Mail Reader is enabled for your mailbox you can also change your e mail and fax message envelopes See page 130 for instructions about how to change your voice mail e mail and fax message envelopes To change your voice mail message envelope 1 Access your mailbox as described on page 29 2 Say Personal or press to select the Personal Options Menu 3 Say Envelope or press to select the Message Envelope Options Menu You can then do any of the following e Say Time Date or press lt j to enable or disable the time and date options e Say Source or press p to enable or disable the message source option e Say Length or press to enable or disable the message length option e Say All Options or press to enable all options and return to the Per sonal Options Menu e Say None or press lt p to disable the entire envelope and return to the Personal Options Menu e Say Accept or press to accept the changes e Say Cancel or press to return to the Person
58. Inter Tel Model 8690 User Guide ITP Mode 85 PROGRAMMING REMOTE FEATURE ACCESS If you are away from your desk and forgot to put your endpoint in DND don t worry With the Remote Feature Access you can place your endpoint in DND or forward calls from any other endpoint on the system And if you have a special dial up line you can access your endpoint features from an outside line Remote Access Password Before you use Remote Feature Access you should program a password as described below To change the password from your endpoint 1 Dial DO 2 Enter your current password followed by NOTE Your extension number is your password by default 3 Enter the new password followed by q You hear a confirmation tone 4 Enter the new password again for verification followed by You hear a con firmation tone z e 0 gt fe To change the station password using remote programming see Remote Feature Access on page 87 To change your station password using Unified Communicator see Using Advanced Options on page 39 86 Inter Tel Model 8690 User Guide ITP Mode Remote Feature Access To access your endpoint from another endpoint 1 EITHER Call your Direct Inward System Access DISA number provided by your system administrator If required enter your password OR Use any endpoint on the system 2 Enter OP Enter your extension number 4 Enter your password followed by
59. Press Voicemail to call the voice mail of the given person device Press Leave Message to leave a station message for the given person device If you leave a station message the station message is left at the current location or it is left at the primary device if the current location is not a UC device Running Feature Code Favorites NOTE You must use the Web Client to set up your Favorites list o 5 0 a 5 The Favorites button displays a list of feature code favorites for each device you own To run a feature code favorite 1 Press Unified Communicator on the endpoint display 2 Press Favorites The Feature Code Favorites dialog box appears 3 Press the feature code you want to run NOTE Some feature codes may require additional input on the display 100 Inter Tel Model 8690 User Guide ITP Mode Working With the Speed Dial List If you have added contacts to your speed dial list the list is located below the Search Redial and Favorites buttons the location may vary depending on the display skin used The speed dial list provides quick access to frequently called numbers and shows the current status of accounts and devices NOTE If you have several speed dial entries they are displayed in alphabetical order on two or more pages labeled Page 1 Page 2 etc Click the page label to switch to that page of buttons To add contacts to the speed dial list use one of the fo
60. Search feature see page 97 e Redial feature see page 100 e Speed Dial list see page 101 You can also place a call from the following UC views e Call Log see page 107 e Messages see page 102 e Address Book see page 111 Changing Web Client Options Before you begin using UC on your endpoint note that some options must be changed or implemented from the Web Client on your PC These options include e Synchronizing your Address Book e Editing your Favorites list list of often used feature codes e Changing DND ona device e Changing Manual Forwarding on a device e Editing personal account information and preferences e Using Advanced Search e Adding editing and deleting the following Devices Statuses Groups Call Routing Rules Greetings Speed Dial buttons NOTE You cannot access the UC Web Client URL from your endpoint s browser For instructions on using the Web Client on your desktop PC see the latest version of the Unified Communicator User Guide Inter Tel Model 8690 User Guide ITP Mode 95 Ko Zz 9 O UNIFIED COMMUNICATOR VIEW The Unified Communicator view displays an icon of your current status next to your current location in the upper left portion of the screen The icon indicates that you are available The ae icon indicates that you are unavailable On the right side of the screen there is a drop down list that contains all of your saved status entrie
61. The Japanese characters are only available if the Multilingual feature is enabled and Japanese is installed as the secondary language The character available depends on the software version Inter Tel Model 8690 User Guide ITP Mode 83 Voice Mail Directory With the voice mail directory subscribers and non subscribers can use ASR if enabled or dialpad digits to search for names in the directory Subscriber names are automatically added to the directory when their mailbox is initialized ASR may not be able to locate names that are pronounced differently than they are spelled For these types of names use the alternate search method of spelling the name using the endpoint dialpad digits see table below You begin a search by dialing the system voice mail extension and selecting the direc tory option You are prompted to say or spell the name of the mailbox user you want to search for For example if you say the name John the system locates all of the sub scribers with the first or last name of John The list of names returned might include the names John Smith John Jones John Nielson David John Robert John etc When one to 10 matches are located you can browse the list of returned names by selecting the Previous say Previous or press qj and Next say Next or press options The directory lists are circular That is when the end of the list is reached the next name played will be the first name in the di
62. W8 indicates a disabled rule Press the icon in this column to enable disable the individual rule The client application has an option to display alerts for new messages status changes and incoming calls while logged in to UC This option is set on the Behavior tab of the Options dialog box see page 36 An alert consists of a small window con taining information and sometimes buttons which appears on the screen and allows you to perform a related action The alert remains on the screen for a few seconds and then scrolls off the screen and disappears If you want to close the alert window immediately press the X in the upper right corner of the alert window NOTE You will only receive alerts while your endpoint is logged on to UC Receiving New Message Alerts This alert appears when you receive a new station or voice mail message on any of your devices in your UC account This alert indicates the message type received which can be one of the following c a Z 9 O e Ifitis a station message The alert indicates who left the message and includes a button you can press to place a return call to that person e Ifitis a voice mail message The alert indicates the mailbox where the message was delivered and includes a button you can press to call the mailbox to retrieve the message Inter Tel Model 8690 User Guide ITP Mode 117 Receiving Status Change Alerts The Status Change alert appears any time a stat
63. a 129 Changing Message Envelopes aaa 130 Voice Mail Flowchart Advanced Mailbox 131 a z o m z gt Ga pae m gt o m a Inter Tel Model 8690 User Guide ITP Mode 119 INTRODUCTION Enterprise Messaging EM is the voice processing system that provides advanced messaging features with the E mail Reader feature This section provides information and instructions about advanced mailbox tasks for users who have E Mail Reader enabled for their mailbox If your mailbox does not have E Mail Reader enabled you have a standard voice mailbox see page 15 The instructions for many voice mail tasks are identical for standard voice mailbox and advanced mailbox users therefore the instructions for these common mailbox tasks are not repeated in this section See the following pages for common mailbox tasks e Initializing your mailbox see page 26 e Recording your personal greetings see page 27 e Recording your voice mail directory name see page 28 e Accessing your mailbox see page 29 e Disabling and enabling ASR see page 30 e Accessing voice mail messages see page 57 e Recording and sending voice mail messages see page 60 e Canceling unheard voice mail messages see page 62 e Changing your mailbox password see page 71 e Changing the call screening transfer method see page 73 e Programming a fax destination see page 74 e Changing the message search order see
64. able if the called endpoint has a voice mailbox e To camp onto a busy extension Stay on the line and wait for the endpoint to become available Do not hang up After the system timer expires you hear music until the endpoint is available NOTE You cannot camp on to an endpoint if it is in DND mode e To request a callback queue on to the endpoint Press q and hang up When the endpoint is available your endpoint rings To cancel the queue request before the callback press Receiving Intercom Calls Your endpoint can receive both intercom and non handsfree intercom calls If the handsfree feature is enabled on your endpoint intercom calls are automatically answered Non handsfree intercom calls see page 45 override the handsfree option If your handsfree feature is disabled or if you receive a non handsfree intercom call you must pick up the handset or press the Answer button to answer the call When you use Unified Communicator to route incoming calls to your endpoint calls will always ring the endpoint even if you have chosen to use the handsfree feature Without this initial ring your endpoint would terminate the routing of the call poten tially preventing you from receiving the call on a cell phone or other device while you are away from your desk To enable or disable your endpoint s handsfree answering feature With the handset in the cradle dial P BP To receive an intercom call If the handsfree
65. acing acall 95 calls on hold 50 105 conference calls 51 intercom calls 45 outside calls 47 Positive CallerID 103 Power Requirements 6 Primary Greeting 27 Programming cascade levels 75 date and time notification 76 fax destination 74 feature buttons 81 remote feature access 86 remote messaging 75 ring intercom always 45 station speed dial numbers 77 Q Queue the Line 46 R Receiving incoming call alerts 118 intercom calls 46 new message alerts 117 outside calls 48 status change alerts 118 Record A Call 79 Recording and sending voice mail messages 60 personal greetings 27 voice mail directory name 28 Recording a Call 105 146 Inter Tel Model 8690 User Guide ITP Mode Recovering Deleted Messages 59 129 Redial 100 Redialing a Number 56 100 Redirect Calls 55 Remote Access Password 86 Remote Feature Access 87 Remote Messaging 29 75 Requesting areminder message 65 Requesting A Callback Queue 46 Reset Button 4 6 Responding to a Waiting Call 49 Responding to Agent Help 88 Retrieving Messages 25 Returning a Call 109 Returning to a Call 50 Returning Your Endpoint to Default 70 Ring Intercom Always 45 Ring Types 69 Running Feature Code Favorites 100 S Saving the Last Number Dialed 56 Saving Volume Levels 68 Screening Calls 82 Search Order 74 Searching Directories 83 Selecting a message order 25 Selecting a Ring Tone 69 Sending calls to voice mail 48 Sending Messages 60 Session Initiation Pro
66. ad e Unified Communicator Provides access to advanced UC features see page 96 e Messages Displays a list of various messages see page 103 e Call List Displays a list of your current calls see page 103 e Call Log Allows you to view a history of your recent calls see page 107 e Address Book Allows you to store and manage contact information see page 111 e Call Routing Allows you to enable and disable call routing rules see page 117 NOTE The names for the navigation buttons may vary slightly depending on the skin that you are using The instructions in this user guide assume you are using the default skin Globe 10 Inter Tel Model 8690 User Guide ITP Mode Interface Skins You can customize your endpoint s appearance by selecting a skin and applying it to the interface All skin options include navigation buttons a display a dialpad and feature buttons Skin options for the interface are shown below Facets Retro Display Unified Communicators Messages Call List j Ei k Globe KL mi mv iY o Mute 4t Voume gt Fud Dialpad Call Log Address Book Call Routing Tealpad alg Contacts Call Rowling Heavy Metal Speaker Outgoing Hold Message ad Pino O uy a N34 4 9669 0066 o o To select a skin for the interface 1 Press the system tray icon see page 10 then select Options from the menu The Options dialog box opens to the S
67. ader cannot read the text in the body of the fax To view the fax and read it you must access it from your e mail account With your advanced mailbox you can save delete and forward a fax to another fax machine using the available menu options when prompted see page 128 c 2 zZ o m 2 E D m gt O m a Inter Tel Model 8690 User Guide ITP Mode 121 n4 Ww a q mi x z lt q Ww oO z D 5 USING YOUR ADVANCED MAILBOX After you set up your mailbox see page 26 you can use personal or system greetings to let callers know if you are out of town on a call etc You can send messages to individuals and to a group of people if your voice mail administrator has programmed a name for the group In addition various options allow you to customize your mail box manage your messages and screen your calls To allow the system to retrieve e mail and fax messages from your e mail account you must first set up your e mail password see page 123 When you access your mailbox see page 29 the system announces how many new and saved voice mail fax and e mail messages you have in your mailbox You can choose which type of message you want to access by selecting voice mail fax or e mail from the main subscriber menu Main menu options include the following e To access voice mail messages Say Voice Mail or press p gt e To record voice mail messages Say Record or press e To acc
68. al Options Menu 4 Hang up r4 0 0 gt O 72 Inter Tel Model 8690 User Guide ITP Mode Changing the Call Screening Transfer Method NOTE The Call Screening feature is available only if it is enabled for your mailbox Contact your voice mail administrator to see if this feature is enabled for your mailbox Depending on the transfer method you select calls that are transferred from your mailbox may be one of the following e Unannounced Calls Calls are sent directly to your extension e Announce Only Calls Before voice mail transfers a call to you a prompt asks the caller to record his or her name When you answer you hear You have a call from caller s name Then the call is sent to your extension e Screened Calls Before voice mail transfers a call to you a prompt asks the caller to record his or her name When you answer you hear You have a call from caller s name You can choose whether or not to accept the call See page 82 for instructions about using the call screening feature To change your transfer method if enabled Access your mailbox as described on page 29 Say Personal or press to select the Personal Options Menu Say More or press for More Options Say Transfer or press qj The system tells you what your current transfer method is You can then select the desired transfer method as follows e Say Unannounced or press qj
69. all To Voice Mail 1 2 3 Press the TRANSFER menu button Press the VOICE MAIL menu button EITHER Dial the desired mailbox number and hang up OR Hang up to send the call to the voice mail menu so that the caller can select the mailbox number To an Outside Number AOUN Press the TRANSFER menu button Select an outgoing line by pressing the OUTSIDE PHONE menu button Dial the desired telephone number Wait for an answer announce the call and then hang up If the number is busy there is no answer or the transfer is refused press the flashing button to return to the caller 52 Inter Tel Model 8690 User Guide ITP Mode USING REVERSE TRANSFER The Reverse Transfer Call Pick Up feature allows you to answer a call that is ring ing or holding at another endpoint For example if the attendant transfers a call to you but you have stepped away from your endpoint you can pick up the call using another endpoint To answer a call ringing or holding at another endpoint 1 Lift the handset and dial qp 2 Dial the extension or hunt group number see page 88 where the call is ringing or holding The call is transferred to the endpoint you are using and you are connected to the caller a m zZ 7 g gt A 4 m i NOTE If the Group Call Pickup feature is enabled you can pick up a call ringing at any station in a hunt group by dialing the hunt group s extension number
70. all list the state of the call determines which Call Control buttons are displayed Call Control buttons include EFM Places the selected call on hold This button is only present if the selected call is in a connected state Answers the selected call This button is only present if the selected call is an incoming ringing call or if the call is on hold Transfers the selected call Refer to page 105 for more information about transferring a call RTE Toggles the Mute feature on and off for the selected call You can tell whether or not the selected call is currently muted based on the icon dis played in the state column see page 103 If your current active call is muted the Mute button on the dialpad is shown in a selected state Depend ing on the skin you are using the button may appear with a lamp next to it or it may appear highlighted Toggles the Record A Call feature on or off for the selected call You can tell whether or not the selected call is currently being recorded based on the icon in the state column see page 103 After the call is recorded it is sent to your voice mail If you have selected the option to receive message alerts a popup message indicates the mailbox number Ends the call Deletes the selected item from the list E9 Displays detailed information for the selected item in the list o 3 U D 5 NOTE Call Control buttons are displayed based on the features that are enabled on the sy
71. an say Cancel or press to cancel or return to the previous menu or say Accept or press EJ to accept MAILBOX ACCESS ACCESSING MESSAGES EITHER Press the Mes gt PERSONAL OPTIONS Note Options vary by media sage button to respond to a type message from voice mail Record Greeting 1 OR Call the voice mail pri While the message is playing extension number say Poman Greeting m Back Up KE Login or press gj and Alternate Greeting Fil a p say or enter your mailbox Pause Ea number System Greeting Enter your password See Recording Options Move Forward EZ press ED Record Directory Name 2 Lower volume 4 See Recording Options m SUBSCRIBER MAILBOX MENU Reed AHA Play the Envelope 5 Voi apy Higher volume 6 Voice Mail A Change Envelope Settings n Hen Save the Message Record Time Date EE E Mail Delete the Message EH mla E Skip to the End EJ Skip to the En Personal Options Length Subj Pages iE Options Message Options Ei All Options 4 After the message Facsimile 6 None 5 Replay Message EE Disable ASR 8 Remote Messaging 5 Reply to the Message 2 Primary Cascade EB Forward a Copy E
72. are stored Select from a list of wav files you want to use The wav files must be in the fol lowing format PCM 11 025 kHz 8 Bit Mono c Press OK 2 Enable or disable the option for the client application to be displayed using the Display window when field Select from the following options e Phone goes off hook when you lift the handset or press Speaker e Incoming call received when your endpoint receives a call 3 Enable or disable the option to display alert messages using the Show alerts when field An alert is a system tray popup window that draws your attention to specific events Select from the following options e receive a new message e The status of a contact in my speed dial list changes e receive a new call NOTE Alerts are only shown when you are logged on to UC 4 Enable or disable the Flash message lamp for new messages option 5 Press OK in the upper right corner of the Options dialog box or select another tab to edit 36 Inter Tel Model 8690 User Guide ITP Mode Advanced Tab To set or edit options on the Advanced tab 1 Enable or disable the Auto Dial option If you enable this option you must pro vide a telephone number When Auto Dial is enabled the symbol is high lighted Pressing the symbol quickly enables disables the Auto Dial option When Auto Dial is enabled picking up the handset dials the number you chose for the Auto Dial option NOTE Typically you would
73. ate Call states include the following A Indicates a call that is currently in the dialing stage a Indicates an incoming ringing call Double press to answer 3 Indicates an outgoing ringing call a Indicates a connected call a Indicates a muted connected call Indicates a connected conference call wets A combination of these two icons indicates a muted connected conference call Ko Zz 0 O Indicates a call you placed on hold Double press to answer x Indicates you are currently holding for a connected call m Indicates a call in an error state The most common example is a call you place to an endpoint that is in DND When this occurs you hear a fast busy tone for approximately one minute before the call terminates During this time the call is displayed in the call list where you can terminate the call earlier if desired a ep Indicates that group listen is currently enabled on the call at Ej Indicates that the given call is currently being recorded e Name Indicates the name of the party on the other end of the call A name is only displayed if it is known Next to the name the w icon indicates positive Caller ID e Number Indicates the number if known of the party on the other end of the call Inter Tel Model 8690 User Guide ITP Mode 103 e Call Control Buttons Below the call list buttons appear that allow you to con trol the selected call s If you select a call from the c
74. ax destination number Select one of the following Say Yes or press to verify the number The system announces that the fax is scheduled for delivery Say No or press GP to start over NOTE You cannot forward an e mail message to a mailbox or group list When you forward an e mail message the e mail is converted to a fax and for warded to the fax destination telephone number that you specify e Say Previous or press to listen to the previous message e Say Envelope or press lt p to play the introductory message envelope see page 130 for programming instructions e Say Next or press to listen to the next message e Say Save or press p to save the message e Say Delete Message or press to delete the message NOTE You may be prompted to confirm deleting the message Say Yes to delete the message or No to cancel the request to delete the message 5 Hang up a z o lp z gt a p o m gt o m a Inter Tel Model 8690 User Guide ITP Mode 127 n4 Ww a q mi x z lt q Ww oO z D 5 ACCESSING FAX MESSAGES NOTE By default the message lamp on your endpoint lights when you receive a new voice mail message Although the lamp can be programmed for other functions it can not be programmed to indicate that you have received a new fax message When you access a fax message using option six on th
75. ay be programmed with hunt groups Hunt groups are groups of end points that share a common extension number in addition to having individual exten sion numbers This allows someone to call anyone in the group using the common extension or a specific member using the individual extension The members of these groups and the common extension s are programmed by your system adminis trator When logged on to Unified Communicator and call routing is enabled hunt group calls continue to work as usual You can use Unified Communicator call routing in conjunction with your role as a hunt group member to receive personal calls while in DND or to simply route personal calls as desired Hunt Group Calls Enabled Disabled If you are a member of a hunt group you can enable or halt hunt group calls to your extension To turn on or off hunt group calls Dial O O9 ACD Hunt Groups Some hunt groups use a special feature called Automatic Call Distribution ACD that distributes the hunt group calls equally among the available members These hunt group members are referred to as agents who log in to the ACD hunt group to receive calls and log out to halt ACD hunt group calls z o Z z fe zZ Distributing Calls Calls are distributed through an ACD hunt group based on Agent IDs or extensions as described below e Agent IDs If the hunt group is programmed to use ACD Agent IDs each agent is assigned an Agent ID n
76. but they are hidden in Outlook For example Sally User s supervisor creates a Sales Team meeting invitation in Out look and sends it to Sally Sally accepts the meeting and in the body of her acceptance e mail she writes I m looking forward to attending When Sally s supervisor access Sally s meeting acceptance using E Mail Reader the e mail is announced according to the supervisor s e mail envelope preferences Then E Mail Reader reads Sally s written response followed by the hidden link inserted by Outlook I m looking forward to attend ing Microsoft Outlook Web Access http TMS NT EVS01 Exchange Sally_User Inbox Accepted 3A 20Sales 20Team 20Meeting 5 EML 2 zZ o m 2 D m gt O m a Inter Tel Model 8690 User Guide ITP Mode 125 n4 Wi a lt mi x lt w oO d D To access e mail messages and the associated options 1 2 Access your mailbox as described on page 29 Say E Mail or press to listen to your e mail messages Then select one of the following e Say New or press B to listen to new messages e Say Saved or press to listen to saved messages NOTE If you have a large number of e mail messages in your in box for example more than 500 messages you may experience a delay hear silence before the first message is played After the e mail envelope is played E Mail Reader reads the body text of the e ma
77. c Speech Recognition ASR feature enabled When ASR is enabled for your mailbox you have the option of issuing a spoken command or pressing a dialpad button If your environment prevents you from using ASR you can temporarily disable it by accessing option number eight on the main subscriber menu This option disables ASR for that particular call only Option number eight is used as a toggle and you can re enable ASR by pressing the number eight again on the main subscriber menu only Also if you press a dialpad digit at the main subscriber menu to access mailbox functions ASR is automatically turned off and will remain off for the rest of the call For ASR guidelines see page 18 NOTE If your mailbox has E Mail Reader enabled you have an advanced mailbox See page 119 for information and instructions about using E Mail Reader features To temporarily disable ASR 1 Access your mailbox as described on page 29 2 Say Disable or press to disable ASR for the call NOTE To enable ASR after disabling it press lt q until you are back at the main menu Press to enable ASR 30 Inter Tel Model 8690 User Guide ITP Mode SECTION CONTENTS PAGE Introduction lt cc000ec eesides eh PBA deal des ee ee eed NG 32 Calibrating the Screen 2 0c c eee eee 32 Setting Backlight Options 0c eee eee 33 a Configuring VLAN Ports aaa 34 H Using the System Tray Menu 000 e
78. cluded in this section as well as the Getting Started and Moving On sec tions of this guide Initializing your mailbox see page 26 Recording your personal greetings see page 27 Recording your voice mail directory name see page 28 Accessing your mailbox see page 29 Disabling and enabling ASR see page 30 Accessing voice mail messages see page 57 Recording and sending voice mail messages see page 60 Canceling unheard voice mail messages see page 62 Changing your mailbox password see page 71 Changing the call screening transfer method see page 73 Programming a fax destination see page 74 Changing the message search order see page 74 Programming remote messaging see page 75 Screening calls see page 82 Using the voice mail directory see page 84 16 Inter Tel Model 8690 User Guide ITP Mode Enterprise Messaging Enterprise Messaging EM is the Inter Tel messaging system that uses industry stan dard protocols for communication and messaging EM unifies communication and messaging by providing access to voice mail fax and e mail messages in your mail box The EM system provides voice mail users with the following advanced messag ing features e Automatic Speech Recognition ASR ASR can be enabled for the entire sys tem or it can be enabled for specific applications like voice mail or mailboxes When ASR is enabled for your mailbox you can issue spoken commands to navi gate the voice mail me
79. cradle dial PD To clear a received reminder message With the handset in the cradle press GP Inter Tel Model 8690 User Guide ITP Mode 65 a LU lt e n o W oO 66 Inter Tel Model 8690 User Guide ITP Mode SECTION CONTENTS PAGE Introduction 4524 Kam ee eee eed bes ee eee NA 68 Setting Endpoint Preferences 200000 eeeeeee 68 Changing Volume Levels 000000 eee eee 68 Selecting a Ring Tone 00 0 ce eee eee 69 Enabling Background Music 2 200 69 Enabling Automatic Call Answer 70 Returning to Default Operation 70 Setting Mailbox Preferences 2000 ce eee eeeeee 71 Changing Your Mailbox Password 71 Changing the Voice Mail Message Envelope 72 Changing the Call Screening Transfer Method 73 Programming a Fax Destination 74 Changing the Message Search Order 74 s Programming Remote Messaging 75 S Speed HE AA cs rrsari cand eieenweetestsoseGese vt 77 a Station Speed Dial 00000202 aee 77 z System Speed Dial 0c eee eee 79 Using Record A Call cece eee eee eee 79 Paging 423 0a eed BREAK LARAGA Reed ee eee SSeS eae 80 Enabling Paging 0 0 cece ee eee 80 Making Pages 000 e eee eee eae 80 Performing a Hookflash During a Call
80. d INT R T L Model 8690 Inter Tel Protocol Mode User Guide 0 El Saha G Notice This Inter Tel user guide is released by Inter Tel Inc as a guide for end users It pro vides information necessary to use the Model 8690 endpoint The contents of this user guide which reflect current Inter Tel standards are subject to revision or change without notice Some features or applications mentioned may require a future release and are not available in the initial release Future product features and applications are subject to availability and cost Some features or applications may require additional hardware and or specific software Some system features can only be accessed by an administrator For information about these features see the Frequently Asked Questions on page 135 For sales service or technical support contact your local authorized Inter Tel reseller Comments about this user guide or other technical documentation should be directed to Inter Tel s Technical Publications Department at Tech_Pubs inter tel com All products and services mentioned in this publication are the trademarks service marks registered marks or registered service marks of their respective owners Inter Tel Axxess Ente rise Unified Communicator and CommSource are reg rp g istered trademarks of Inter Tel Incorporated Microsoft Windows ActiveSync and Outlook are registered trade
81. d dial location Use the following table to list the numbers that you store in speed dial locations 0 9 0 5 1 6 2 7 3 8 4 9 Inter Tel Model 8690 User Guide ITP Mode 77 z e 0 gt e To store a number in a speed dial location 1 With the handset in the cradle dial p gt O Gp 2 Dial the speed dial location 0 9 you want to program 3 Enter the desired name for the speed dial number as described below e Alphanumeric mode Message lamp lit Press the dialpad buttons to enter the desired characters Refer to the chart on page 83 The number of times a button is pressed determines which character is entered For example 533266 would enter JEAN When adjoining characters are located under the same button press Fwd once to advance to the next character For exam ple 66Fwd6667776 would enter NORM Note that letters correspond to the letters printed on dialpad buttons 2 9 Press Fwd twice to leave a space Press Mute if you need to backspace e Press the ACCEPT menu button to save the name 4 Dial the extension number or telephone number to be stored as described below e Numeric mode Message lamp unlit Enter the number NOTE You cannot use hyphens or colons in the number f your number includes an asterisk pound hookflash or pause use the menu buttons to enter the special character e Press the ACCEPT menu button on the display to save the number NOTE T
82. ding Setting the date and time Programming System Speed Dial numbers Making database changes such as programming usernames toll restriction DND messages and extension numbers e Voice Mail Administrator Performs tasks associated with the voice mail sys tem including Recording a broadcast message that is sent to all mailboxes at once Performing mailbox maintenance such as changing your password Customizing voice mail prompts NOTE For problems that are network related contact your network administrator If you are a system administrator or if you need additional information not available in this guide refer to either your system s administrator guide or the Model 8690 Administrator s Guide part no 550 8120 If you are a network administrator refer to the latest version of the JP Devices Installation Manual part number 835 2195 134 Inter Tel Model 8690 User Guide ITP Mode FREQUENTLY ASKED QUESTIONS FAQs Q1 A1 Q2 A2 Q3 A3 Q4 A4 Q5 A5 Q6 A6 This section includes some of the most frequently asked questions If you have prob lems with your endpoint or voice mailbox refer to this section before you contact the appropriate administrator or your local Inter Tel reseller How can I retrieve messages if I do not know the password for my voice mail Try using your extension number which is your default password Or maybe you do not have a
83. divided into six separate sections as indicated by the tabs These sections include the follow ing e Finding Your Way This section provides you with a picture of the Model 8690 endpoint and includes general information designed to help you find what you need e Getting Started This section includes basic endpoint and voice mail informa tion and provides instructions on how to perform everyday tasks such as answering calls making calls and using voice mail e Moving On In this section you ll learn how to use advanced endpoint and voice mail features e Using UC This section includes information on how to use the advanced com munication features available with Unified Communicator UC e Using E Mail Reader This section includes information on how to use the advanced messaging features available with E Mail Reader e Learning More This section outlines how your administrators can help if you experience a problem with your endpoint It also provides you with a list of Fre quently Asked Questions FAQs so you can troubleshoot problems and learn more about the system In addition this guide contains a list of default feature codes see page 139 and an index see page 143 for easy reference NOTE Because the telephone system is very flexible and programmable the proce dures for using the features might vary slightly from the descriptions in this guide If so your trainer or system administrator can tell you how your s
84. dows PC operating systems and Windows handheld mobile device operating systems When using Win dows CE NET you may notice the following differences e The Windows Viewer applications that are included in the operating system do not have the full functionality that their counterparts do on Windows PC operat ing systems These applications include Word Excel PowerPoint Media Player and Internet Explorer e A range of applications tools and functionality normally included in PC operat ing systems such as Microsoft Outlook administrator tools fonts etc are not included with Windows CE NET e Some applications will not work with Windows CE NET Before running an application make sure it is compatible with Windows CE NET e Because Windows CE NET has limited RAM available for executing programs you may experience much slower processing times than you are accustomed to on your desktop PC 12 Inter Tel Model 8690 User Guide ITP Mode Input Panel The operating system includes an on screen keyboard function called the Input Panel When a feature requires you to enter characters the Input Panel pops to the front of the screen To access the Input Panel press the Input Panel icon A located in the far right corner of the taskbar Then select LargeKB large keyboard You can relo cate the Input Panel by pressing the title bar with the stylus and dragging it to another area of the screen To hide the Input Panel press
85. dress 64 character limit Work Primary Phone 64 character limit Work Secondary Phone 64 character limit Work Mobile Number 64 character limit Work Fax Number 64 character limit Work IP Phone 64 character limit Work Pager Number 64 character limit Work Pager Number 64 character limit Work Web Page 2048 character limit a Z 9 O NOTE Include http in the Work Web Page address Inter Tel Model 8690 User Guide ITP Mode 115 e Home Includes the following fields Home Street Address 64 character limit Home Primary Phone 64 character limit Home Secondary Phone 64 character limit Home Mobile Number 64 character limit Home Fax Number 64 character limit Home Pager Number 64 character limit Home IP Phone 64 character limit Home Web Page 2048 character limit NOTE Include http in the Home Web Page address 4 Press OK To place a call from the Address Book view 1 Press Address Book on the interface 2 Press the gf icon next to a contact to open a place call dialog box listing the telephone numbers for the contact This icon does not appear if no numbers exist i e the number field was left blank Select from any of the following options e Press one of the numbers in the list to initiate a call to that number e Press Find Me to place a call to the account s primary device allowing the account s call rou
86. e private This pre vents the recipient from forwarding it to other subscribers Say Certified or press lt p to mark the message certified When the recipient listens to the message you will receive a receipt notice Say Priority or press qj to mark the message priority This will place your message ahead of all other waiting messages in the receiving mailbox a m zZ 7 s gt A 4 m i Say Send or press q to send the message and return to the voice mail options Say Cancel or press to cancel delivery options NOTE If you select the copy or special delivery options and then do not respond to the prompts the system will time out and deliver your message to the original recipient 6 Hang up Inter Tel Model 8690 User Guide ITP Mode 61 a LU lt e 2 o Wu o Canceling Unheard Voice Mail Messages You can cancel unretrieved messages that you have sent to individuals but not mes sages that you sent to group lists To cancel unheard voice mail messages 1 2 Access your mailbox as described on page 29 While listening to the voice mail main menu say Options or press qj for Message Options Say Unheard or press When prompted say or enter the number of the mailbox containing the unheard message Say Yes or press to confirm the mailbox you are selecting Voic
87. e a built in hard drive Desktop shortcuts and any preferences that have not been saved in the registry including UC preferences will be lost if you upgrade the operating system or if the endpoint resets Storage memory will not survive a reset or an upgrade to the operating system unless your data is stored in the Mounted Volume folder on the endpoint My Com puter Mounted Volume or on a host that is accessible from the Model 8690 a W lt Ee 2 o W oO To set a reminder to install an upgrade 1 On the Software Upgrade dialog box set the reminder timer using the drop down box Your options are e 1 hour e 1day e 3days 2 Press Remind Me Later When the specified time has elapsed the Software Upgrade dialog box opens and you are prompted to install the pending upgrade 44 Inter Tel Model 8690 User Guide ITP Mode MAKING AND RECEIVING CALLS Making and receiving calls is the basic purpose of any endpoint With your Model 8690 endpoint you can make receive intercom and outside calls and make emergency calls CAUTION Consult your system administrator and your local Inter Tel servicing company for important information about dialing emergency services from your Model 8690 endpoint before you begin using it a m zZ 7 at gt A 4 m i Intercom Calls Your extension number allows other people to place intercom calls to you without dialing any extra codes And because ev
88. e envelope options are enabled for each type of message How ever you can change your envelope options as described below To change and save your message envelope 1 Access your mailbox as described in Mailbox Access on page 29 2 Say Personal or press p to select the Personal Options Menu 3 Say Envelope or press to select the Message Envelope Options Menu 4 Select the media type you would like to change e Say Voice Mail or press Dp e Say E Mail or press e Say Facsimile or press B 5 You can then do any of the following e Say Time Date or press to enable or disable the time and date options e Say Source or press qj to enable or disable the message source option e For voice mail say Length or press to enable or disable the message length option For e mail say Subject or press to enable or disable the subject option For faxes say Pages or press jp to enable or disable the pages option e Say All Options or press qj to enable all options and return to the Per sonal Options Menu e Say None or press lt j to disable the entire envelope and return to the Personal Options Menu e Say Accept or press to accept the changes e Say Cancel or press to return to the Personal Options Menu 6 Hang up 130 Inter Tel Model 8690 User Guide ITP Mode VOICE MAIL FLOWCHART ADVANCED MAILBOX NOTE At any menu level you c
89. e mail will tell you how many messages you have waiting at the mailbox and play them for you After each message you can e Say Replay or press to replay the message e Say Append or press qj to add to the message e Say Forward or press lt j to forward the message to another mailbox e Say Previous or press to listen to the previous message e Say Envelope or press to play the message envelope e Say Next or press to listen to the next message e Say Save or press p to save the message in your mailbox e Say Delete Message or press to delete the message NOTE You may be prompted to confirm deleting the message Say Yes to delete the message or No to cancel the request to delete the message 6 Hang up 62 Inter Tel Model 8690 User Guide ITP Mode USING Do NoT DISTURB MODE If you are away from your desk or if you do not want to be disturbed you can use the DND feature This halts all pages and calls to your endpoint except queue callbacks recalls and direct ring in calls When other users call your endpoint they hear a repeating signal of four fast tones and if they have a display endpoint see the DND message you have selected Q Your telephone system can have up to 20 different DND messages each of which can be changed by the system administrator installer or programmer Your trainer or s
90. e main menu E Mail Reader announces the fax message according to the envelope options that you selected see page 130 E Mail Reader does not have the capability to read the text in a fax You can however save delete and forward a fax to the fax number that you specify using the associated options To access fax messages and the associated options 1 Access your mailbox as described on page 29 2 Say Facsimile or press to access your fax messages Then select one of the following e Say New or press to listen to new messages e Say Saved or press lt p to listen to saved messages 3 After the fax envelope is played you have the following options e Say Forward or press lt p to forward a copy of the message to another destination Then say or enter the fax destination number The system plays the fax destination number Select one of the following Say Yes or press to verify the number The system announces that the fax is scheduled for delivery Say No or press Gp to start over e Say Previous or press p to listen to the previous message e Say Envelope or press lt p to play the introductory message envelope see page 130 for programming instructions e Say Next or press to listen to the next message e Say Save or press gp to save the message e Say Delete Message or press to delete the message NOTE You may be prompted to conf
91. e on the first call press the CNF menu button to put the call on hold Place another intercom or outside call Press the CNF menu button to place the call on hold If necessary repeat steps 2 and 3 to add another caller to the conference Press the CONNECT TO CONFERENCE menu button to join all of the calls together in the conference During the conference call you can do the following To place the conference on hold Press the HOLD menu button This places the conference on hold without disconnecting the parties To return to the conference press the CNF menu button To drop out of the conference Press the CNF menu button and hang up This removes your endpoint from the conference but leaves the other parties con nected To add parties to the conference a Press the ADD PARTY menu button This leaves the conference parties con nected b Place a call to the party to be added to the conference c Press the CNF menu button once and then press CONNECT TO CONFER ENCE You and the new party are added to the conference To end the conference and place all parties on individual hold Press the CNF menu button and then press the HOLD menu button to place all of the parties on individual hold You can then speak to one party at a time by pressing the HOLD menu button To mute your microphone Press the MUTE menu button This turns your microphone on or off during the conference If mute is enabled you can hear the conf
92. earing your password you must use the dialpad digits on your endpoint to set up your e mail password When setting up your password the number of times you press a button determines which character is entered as shown in the table on the following page Notice that the capital letters and lower case letters require different button presses As you press the buttons the system announces the current character to you For security reasons it is recommended that you use the handset and not the speakerphone when you set up your e mail password E mail passwords are case sensitive and your entry must match your e mail password exactly Also your e mail password cannot include any characters that are not included in the table on the following page and cannot exceed 40 characters In addi tion your e mail administrator can set further restrictions for password length allowed characters number of attempts etc Check with your administrator if you encounter any difficulties setting up your e mail password c 2 zZ o m 2 2 im gt O m a Inter Tel Model 8690 User Guide ITP Mode 123 To enter your e mail password see table below 1 Access your mailbox as described on page 29 The system announces that it was unable to retrieve your e mail and fax messages and gives you the following options e Say Continue or press to access your mailbox without access to your e mail messages e Say Password or press
93. eed to speak to someone immediately please dial zero now Otherwise leave a detailed message and I will return your call as soon as possible Thank you e Alternate Greeting Hello this is I will be away from the office from day date until day date If you need to speak to someone immediately please dial zero now Otherwise leave a detailed message and I will return your call when I return Thank you You can also select the System Greeting if you do not want to record a primary or alternate greeting The system greeting states Mailbox number xxxxx is not avail able Depending on how your system is programmed the system greeting may also include After the tone please record your message When finished you may hang up to deliver the message or press pound for more options Inter Tel Model 8690 User Guide ITP Mode 27 z 14 3 gt o m T8 To record change your personal greeting 1 2 3 4 Access your mailbox as described on page 29 Say Personal or press to select the Personal Options Menu Say Greeting or press to record change your personal greeting Do one of the following e Say Primary or press qj to record and or enable your primary greeting e Say Alternate or press to record and or enable your alternate greeting e Say System or press lt p to enable the system default mailbox greeting If you selected the system greeting option
94. enter the extension of the Unified Communicator telephone client or an attendant in this field When the telephone auto dials the UC telephone client you can use the UC Voice User Interface VUI to issue voice commands such as Call Bob Smith to make calls Check with your network administrator to obtain your system s telephone client number You must enable the auto logon option using the Web Client My Account link Advanced tab options to use the Auto Dial option to dial the Unified Communicator telephone cli ent e T zZ s gt A m i 2 Enter the number for the Backup Number option NOTE This field allows you to specify a backup telephone number that the end point will automatically dial when you go off hook if the Windows CE NET sub system is down Typically you would enter a telephone number such as the attendant s in this field If O is not the number you use to reach an attendant or operator then provide the number here Check with your network administrator to obtain your system s backup number 3 Enter the maximum amount of disk space in KB that you want to allocate for endpoint diagnostic files on the Windows CE NET subsystem By default this is 200 KB but is limited by the amount of available RAM on the endpoint NOTE Check with your network administrator before changing this field If this field value is set too high the endpoint may run out of available memory
95. er 2 O Pa zZz fe z To enable or disable background music Dial ED O Inter Tel Model 8690 User Guide ITP Mode 69 Enabling Automatic Call Answer The Automatic Call Answer feature determines whether or not you are automatically connected to a caller when you lift the handset or press Answer If this feature is enabled you are automatically connected when you go off hook If it is disabled you must first lift the handset or press Answer and then press the flashing button To enable disable this feature for ringing outside calls With the handset in the cradle dial gt O QD To enable disable this feature for ringing non handsfree intercom calls With the handset in the cradle dial gt p gt aD Returning to Default Operation You can return your endpoint to default levels at any time This feature cancels DND manual call forwarding background music and queue requests and restores hands free mode pages hunt group calls and system forwarding all at once To default the endpoint configuration and firmware see page 39 To return your endpoint to default Dial O O aD z e 0 gt fe NOTE See page 68 for instructions on changing volume levels 70 Inter Tel Model 8690 User Guide ITP Mode SETTING MAILBOX PREFERENCES Your mailbox contains personal options to allow you to customize voice mail func tions However before you change your voice mail opti
96. erenced parties but they cannot hear you To transfer the conference to another extension or to voice mail Press the TRANSFER CNF menu button and dial the desired extension number Then hang up when you are ready to complete the transfer Inter Tel Model 8690 User Guide ITP Mode 51 a m 4 zZ 7 a gt A 4 m i a LU lt e 2 o Wu o TRANSFERRING CALLS Although transferring calls is considered a basic function of an endpoint the Model 8690 endpoint has many advanced options for this feature With your endpoint you can transfer to another extension voice mail or even an outside line To Another Extension 1 EITHER Press the TRANSFER menu button OR Press the TRANSFER TO HOLD menu button to place the call on hold at the other endpoint Dial the desired extension number or press the IC DIRECTORY menu button to look up the number To transfer to your message center press the MESSAGE CENTER menu button Wait for an answer announce the call and then hang up If the number is busy there is no answer or the transfer is refused press Answer to return to the caller NOTE If you are receiving a transferred call and the Transfer To Connect option is enabled for your endpoint you are automatically connected to the transferred caller once the transferring party hangs up If this option is disabled you must press Answer or lift the handset to answer the transferred c
97. ery endpoint in your system is assigned an extension number you can call other people in your system quickly and easily NOTE Ask your system administrator for a list of extensions Placing Intercom Calls To place an intercom call 1 With or without the handset lifted dial an extension number 2 If your call goes through handsfree to an endpoints speaker speak after you hear a double tone Ifyou hear continuous ringing wait for the call to be answered The system allows you to place a call that will force the extension you are calling to ring To place a call that will ring at the other endpoint until answered Press before dialing the extension number NOTE Dialing before the extension number forces the called extension to ring and overrides the handsfree option To program your endpoint to always send non handsfree calls using the Ring Intercom Always feature With the handset in the cradle dial yp p The current status is shown Inter Tel Model 8690 User Guide ITP Mode 45 a LU lt e 2 o Wu oO If there is no answer or if the endpoint is busy when you place an intercom call you can do any of the following e To leave a station message Press Message or the LEAVE MESSAGE menu but ton and then hang up e To leave a voice mail message Press Message or the LEAVE VOICE MAIL menu button and wait for the message center to answer NOTE This option is only avail
98. ess e mail messages Say E Mail or press B e To access personal mailbox options Say Personal or press B e To access message options Say Options or press ap e To access facsimile messages Say Facsimile or press jp e To disable ASR for that call only Say Disable or press ap At any menu level you can say Cancel or press to cancel or return to the pre vious menu or say Accept or press to accept For a voice mail flowchart for advanced mailbox users see page 131 NOTE All of the menu options and instructions for using the advanced mailbox are presented as voice commands and numeric entries If you have a six line display end point you can also access menus and options by pressing the associated menu button on the display Longer menu options are abbreviated to fit the display 122 Inter Tel Model 8690 User Guide ITP Mode SETTING UP YOUR E MAIL PASSWORD When E Mail Reader is enabled for your mailbox the EM system prompts you to enter your e mail password after you or your voice mail administrator do one of the following e Set up your mailbox see page 26 e Change your e mail password for your e mail client To access your e mail and fax messages from your advanced mailbox you must set up your e mail password While completing the setup you cannot use Automatic Speech Recognition ASR if it is enabled for your voice mail system To prevent oth ers from overh
99. ession tab 2 Press the Appearance tab then enable the Specify alternate appearance option 3 Press Browse to navigate to the program folder where the desired skin is stored and select the skin specification file The specification file has an xm1 file extension 4 Press OK Inter Tel Model 8690 User Guide ITP Mode 11 m zZ zZ 0 lt ie Cc a gt lt ABOUT THE OPERATING SYSTEM The operating system on the Model 8690 is a customized version of Microsoft Win dows CE NET V4 2 When you first power up your endpoint the screen remains blank for approximately 10 seconds After this period the Windows CE NET desktop appears followed by the Loading Application Appearance dialog box This dialog box signals that the telephone application is launching Once it has launched the tele phone interface see page 7 covers the entire desktop except the taskbar z 14 O gt Oo a Z WL To minimize the telephone interface and access the desktop area of the screen press the telephone icon or the Show Desktop icon located on the taskbar as shown below When you minimize the interface you have access to the desktop To restore the interface press either icon again 8z start isare 2 2 5 2 38 M Telephone Application Icon Taskbar Show Desktop Icon The version of Windows CE NET running on the Model 8690 has been customized specifically for the endpoint This version is different from Win
100. fault Configuration option restores the endpoint configuration to its default state When this option is selected your network administrator will need to reconfig ure the network settings on your endpoint if they differ from the default In addition you will need to re enter your UC login information on the Session tab of the Options dialog box as indicated in the following instructions NOTE Do not select the Default Configuration option unless you are instructed to do so by your network administrator Self Test The Self Test option is used as a diagnostics tool by your network administrator The self test can help determine if the endpoint is operating properly NOTE Do not select the Self Test option unless you are instructed to do so by your network administrator Setup Wizard The first time your network administrator runs the client application on your Model 8690 the setup wizard automatically launches Once the endpoint setup is complete the wizard will not run again unless you default the endpoint NOTE Do not select the Setup Wizard option unless you are instructed to do so by your network administrator Using Help The system tray menu includes a Help option for access to telephone and UC user information Pressing Help opens the online help file Navigate to the appropriate area of the help file for assistance Inter Tel Model 8690 User Guide ITP Mode 41 INSTALLING SOFTWARE AND FIRMWARE UPGRA
101. figured to use P2P audio consult your network adminis trator 136 Inter Tel Model 8690 User Guide ITP Mode Q12 A12 Q13 A13 Q14 A14 Q15 A15 Q16 A16 What happened to the skin and custom ring I saved The preferences that you save like skin and custom ring are only used when the end point is in the state logged on or off UC that it was in when you set these prefer ences The Model 8690 allows you to save two sets of preferences that are stored locally on the endpoint For example if you log into UC and save a custom ring and skin to use with your UC account the skin and custom ring will only be available when you are logged in to UC Why can t I use ASR to enter my e mail password To prevent others from overhearing your password you must enter it using the dial pad buttons on your endpoint See page 99 for additional information about entering your e mail password if E Mail Reader is enabled for your mailbox If my e mail password expires for my e mail client and I have to change it do I also have to update it for my mailbox Yes Whenever you change your e mail password you will be prompted to update it for E Mail Reader See page 99 for additional information about entering your e mail password Why don t I have e mail and fax messages in my mailbox If your mailbox is the standard voice mailbox see page 16 you will not receive e mail and fax messages in your mailbox To receive
102. g On and Off of UC 1 eee eens 94 Using UC VieWS 1 ck eee eee eens 95 Unified Communicator View 0 00 96 Messages View 222 22 eee nents 102 Call List VIEW o ina sd Sais hae LING ee ne GA ISLA ee eS ee 103 Call Log VIEW rosso desde obs sagas Bae DL does bade GERA EBE GB AG DA Aa 107 Address Book View 0 3 a cence eee RA ee ee eee eee ed eee 111 Call Routing View sosida csa ee bes deni e O BAG KONG ee ea ee a eae ae eis 117 USING E MAIL READER 20 ee 119 Introductio sba NG eee ewe eae ee Be ae ee ee 120 E Mail Reader Features 0 0 cece eee eet eee eee 121 Using Your Advanced Mailbox 1 0 2 0c cee eee nee eee 122 Setting Up Your E Mail Password 0 0 0 cee eens 123 Accessing E Mail Messages 220 2 eee 125 Accessing Fax Messages 2 22 20 128 Recovering Deleted Messages 00 c cece teen eee eee eens 129 Changing Message Envelopes 000 c cece eee eee teens 130 Voice Mail Flowchart Advanced Mailbox 0 00 c eee eee eee 131 LEARNING MORE os4 5 820005002 wheres tne ae eee eee ed ee eee nee eee 133 Introductio erasers ena acs age a ca ache tn an Se canta Darin Mas aearin a E E 134 What the Administrators Can Do for You ccc eee 134 Frequently Asked Questions FAQS 0 00 cece eee eee eee eee 135 Default Feature Codes 0 0 cece eee eee eee eens 139 INDEX 4 020 ci 505000 cies ete eds e GR DAL meted m eee Reda sae ne eae 143
103. he information displayed depends on the type of result as follows Linked Account Displays the current status icon for the user Ko Zz 0 Cc O Linked Device Displays the current DND status for the device NOTE An additional column displays the icon to call a contact This column cannot be sorted 2 Press either of the column names to sort the contacts in the table Pressing the same column name again sorts the data in the opposite direction ascending descending order Inter Tel Model 8690 User Guide ITP Mode 111 Filtering Address Book Contacts The tabs located at the bottom of the Address Book table allow you to filter contacts To filter the contact list 1 Press Address Book on the display 2 Filter the address book contacts using either or both of the following methods e Press the following tabs to filter a subset of your contacts Filters contacts to display only those names that start with non alpha betic characters ABC through YZ Filters contacts by the selected letter s ALL Displays all contacts in the address book e Press the Group drop down selection list to filter the address book by group To check contact status 1 Press Address Book on the endpoint display NOTE The Status column displays the real time status for the contact Simple contacts contacts that are not linked to an account or device on the system will not display a status Contacts li
104. il message While you are listening to a message you can use the following options e Say Skip or press to skip to the end of the recording e Say Back up or press to rewind a few seconds and replay the mes sage e Say Pause or press jp to pause Say Continue or press to con tinue e Say Forward or press to skip ahead e Say Lower or press B to lower the volume e Say Envelope or press to play the message envelope e Say Higher or press to raise the volume e Say Delete Message or press to delete the message e Say Cancel or press to return to the previous menu 126 Inter Tel Model 8690 User Guide ITP Mode 4 When E Mail Reader has finished reading the e mail the message is marked as saved and you have the following options e Say Replay or press to replay the message from the beginning e Say Reply or press lt p to reply to the message If the e mail message had more than one recipient you have the following options Say Everyone or press to reply to all recipients Say Sender or press to reply to the sender Say Hear or press lt p to hear all recipients NOTE See page 60 for recording and delivery options e Say Forward or press to forward a copy of the message to a fax desti nation Then say or enter the fax destination number The system plays the f
105. information 1 Press Address Book on the interface The Address Book view appears 2 Press the contact you want to edit then press Edit You can also double press the contact to enter edit mode NOTE This panel provides full access to all of the contact information as it appears in the database To edit your personal information use the Web Client from your PC 3 Change the information in the following tabs e Name Includes the following fields First Middle and Last 64 character limit E mail addresses Displays a list of all the contact s e mail addresses 256 character limit NOTE Press Add to add an e mail entry to the list Select an entry and press Edit to change an entry in the list or press Delete to remove the entry from the list Selecting an entry and pressing Make Primary will move that entry to the top of the list and make it the primary E mail address Some contact man agers such as Microsoft Outlook distinguish between the primary and sec ondary E mail addresses Notes Allows you to add comments for the contact 4096 character limit Make contact private Select this option to mark the selected contact as private Private contacts are only visible in your address book They are not visible to other users or administrators e Work Includes the following fields Company 64 character limit Title 64 character limit Department 64 character limit Work Street Ad
106. ing and Sending Voice Mail Messages 60 Canceling Unheard Voice Mail Messages 62 Using Do Not Disturb Mode eee e eens 63 Using Reminder Messages 2 0000 cece ee eee eee 65 Inter Tel Model 8690 User Guide ITP Mode 31 a W lt e 2 o Ww oO INTRODUCTION Now that you know what your endpoint can do it s time to start using it In this sec tion you ll learn how to make and receive calls transfer calls retrieve voice mail messages and much more Most of the features in this section do not require the end point to be logged on to UC For instructions on how to use UC advanced features on your endpoint see page 93 For additional information about client application and operating system options and settings see the Model 8690 Administrator s Guide CALIBRATING THE SCREEN Before using the touch screen it is important to calibrate it Calibration ensures the display interprets the stylus presses accurately These settings are stored in the Win dows CE NET registry and may need to be configured again if the registry is lost or reset To test and calibrate the screen Press Start Settings Control Panel Double press Stylus Test your settings using the icons on the Double Tap tab If the screen does not respond to your presses properly press the Calibration tab Press Recalibrate Press and hold the stylus on the center of the target in every po
107. ing to your voice mail messages you can access the associated options NOTE If your telephone system uses Enterprise Messaging EM your mailbox may have the Automatic Speech Recognition ASR feature enabled When ASR is enabled for your mailbox you have the option of issuing a spoken command or pressing a dial pad button See page 18 for ASR guidelines ALSO If your mailbox has E Mail Reader enabled you have an advanced mailbox See page 119 for information and instructions about using E Mail Reader features e T zZ o ba gt A m i Listening to Messages To listen to messages 1 Access your mailbox as described on page 29 2 If E Mail Reader is enabled for your mailbox say Voice Mail or press pp If E Mail Reader is not enabled for your mailbox skip this step 3 EITHER Say New or press to listen to your new messages OR Say Saved or press to listen to your saved messages 4 While you are listening to a voice mail message you can use the following options e Say Skip or press to skip to the end of the recording e Say Back up or press qj to rewind a few seconds and replay the mes sage e Say Pause or press qm to pause Say Continue or press q to con tinue e Say Forward or press to skip ahead e Say Lower or press to lower the volume e Say Envelope or press to play the message envelope e Say Higher
108. irm deleting the message Say Yes to delete the message or No to cancel the request to delete the message 4 Hang up 128 Inter Tel Model 8690 User Guide ITP Mode RECOVERING DELETED MESSAGES Recovering deleted messages varies based on media type If you delete a voice mail message you can retrieve it within a specific time frame up to 24 hours programmed by your voice mail administrator The specified time frame for retrieving deleted e mail and fax messages is determined by the Exchange administrator Once you recover a deleted message it is then restored to your saved message queue Deleted voice mail e mail and fax messages that are not recovered within the specified time frames are automatically erased NOTE Contact your system administrator if you want to know how long you have to recover deleted messages To recover deleted messages Access your mailbox as described on page 29 Say Options or press qj for Message Options Say Recover or press jp to access undelete options Specify which media type you would like to recover Your options are e Say Voice Mail or press to recover a voice mail message e Say E Mail or press to recover an e mail message e Say Facsimile or press lt p to recover a fax message 5 EITHER Say Listen or press to listen to your deleted messages and choose which ones to recover After each message you can
109. ition ASR feature enabled When ASR is enabled for your mailbox you have the option of issuing a spoken command or pressing a dial pad button See page 18 for ASR guidelines ALSO If your mailbox has E Mail Reader enabled you have an advanced mailbox See page 119 for information and instructions about using E Mail Reader features Initializing Your Mailbox To access voice mail the first thing you need to do is initialize your mailbox This allows you to change the default password for your mailbox record your name for the company directories and listen to the voice mail introduction To initialize your mailbox 1 Dial the voice mail extension number You hear the main menu NOTE If you do not know the voice mail extension number check with your voice mail administrator 2 Say Login or press to identify yourself as a subscriber 3 Say or enter your mailbox number using the dialpad digits 4 Enter your default password using the dialpad digits NOTE Your mailbox number is your default password If you want a password say or enter a new password using digits 0 9 up to 12 digits Then press p The messaging system plays back your password If you do not want to use a password just say Skip or press pp 5 Say Accept or press qj to accept the entry or say Erase or press jp to re enter your password The system prompts you to record your directory name 26 Inter Tel Mode
110. l Opens the Call dialog box allowing you to place the call leave a sta tion message or go directly to the voice mail system for the party you want to call e Delete Removes the entry from the call log e Close Closes the dialog box and returns to the call log 110 Inter Tel Model 8690 User Guide ITP Mode ADDRESS BOOK VIEW NOTE You must use the Web Client to Synchronize your UC Address Book and to add edit and delete Groups The Address Book view is where you store and work with your contact information The address book stores two types of contacts static and linked Linked contacts are associated with an account or device on the telephone system and display a real time status Static contacts contain information about a person or company you manually added to the address book Static contacts are not linked to an account or device and do not display status Contacts are displayed in a scrollable table under the columns Name Status and Options You can sort filter edit call check the status of or simply view address book information Sorting Address Book Contacts The Address Book table allows you to sort your contacts using the Name and Status column headings To sort Address Book contacts 1 Press Address Book on the endpoint display You can sort the address book by the following columns e Name Lists contacts as Last Name First Name e Status Displays current status information for the contact T
111. l 8690 User Guide ITP Mode 6 After the tone record your first and last name 7 When prompted do one of the following e Say Accept or press qj again to accept the name e Say Replay or press to replay the name you just recorded e Say Append or press qj to add to your name e Say Re record or press to erase and re record your name an z z 9 lt fe Cc aA gt lt NOTE The system then plays a prompt that introduces you to the basic voice mail system features You can skip this introduction by saying Skip or by pressing GB if desired Recording Your Personal Greetings You can store two different personal greetings in your voice mailbox a primary and an alternate You may change or choose to use either greeting at any time You can then select which greeting you want played when a caller reaches your voice mailbox Because the purpose of this greeting is to tell callers why they have reached your voice mailbox you should include the following information e Whether or not you are in the office and where you can be reached e When you will be returning calls e For callers who do not wish to leave a message how to exit voice mail press to return to the operator The following are some sample greetings to help you plan your message e Primary Greeting Hello this is I am either on another line or away from my desk and cannot take your call at this time If you n
112. l be two additional options in the popup menu Voicemail and Leave Message Press Voicemail to call the voice mail of the given person device Press Leave Message to leave a station message for the given person device If you leave a station mes sage the station message is left at the current location or it is left at the primary device if the current location is not a UC device Ko Zz 0 O Inter Tel Model 8690 User Guide ITP Mode 99 Redialing a Number The Redial feature displays the last five outgoing calls from the call log as buttons containing information about the call You can press one of the buttons to place a return call To redial a number 1 Press Unified Communicator on the endpoint display 2 Press Redial The Redial dialog box appears 3 Press one of the five buttons in the list The Call dialog box appears 4 Select from any of the following options e Press one of the numbers in the list to initiate a call to that number e Press Find Me to place a call to the account s primary device allowing the account s call routing rules to route the call to the appropriate location This option is only available if the contact is linked to an account and the account has at least one device associated with it e Ifthe contact is linked to an account with at least one device or if the contact is linked to a device there will be two additional options in the popup menu Voicemail and Leave Message
113. l tone speakerphone call speakerphone dial tone headset call and headset dial tone z e 0 gt e NOTE To change each of these levels you must be using that feature For example if you want to change the outside call volume level you must be on an outside call To change a volume level Press the Up Volume button to increase the volume Press the Down Volume button to decrease the volume To save your change Press Volume to save your changes 68 Inter Tel Model 8690 User Guide ITP Mode Selecting a Ring Tone The ability to change your ring tone is helpful in close quartered environments If your ring tone is unique you can quickly identify when a call is ringing on your end point To select the type of ring tone for your endpoint 1 With the handset in the cradle dial p gt O 2 Do one of the following to select your ring tone e Press or the RINGER OFF menu button for no ringing e Press the PREVIOUS or NEXT menu button to scroll to the desired tone e Press the high up arrow or low down arrow end of the Volume button to scroll to the desired tone e Dial 1 9 to select a specific tone 3 When you hear the tone you want you can do any of the following e Press J e Press the ACCEPT menu button e Press Answer e Lift and replace the handset Enabling Background Music If your telephone system is equipped with a music source you can listen to music through your speak
114. lbox without inter rupting the current call You will not see this option if you do not have a mail box e IC CALL TO DND Places your endpoint in DND mode and blocks the call without interrupting the current call See page 63 for more information about DND mode Inter Tel Model 8690 User Guide ITP Mode 49 PLACING CALLS ON HOLD You can place calls on hold in one of two ways individual or system e Individual Hold places the call on hold at one endpoint It can then be directly picked up at that endpoint or it can be picked up at another endpoint using the Call Pickup Reverse Transfer feature see page 53 e System Hold places the call on hold in the system You can then pick up the call at any endpoint that has a flashing button for the call including the endpoint that placed it on hold NOTE You cannot place intercom calls on system hold a LU lt e 2 o Wu oO To place a call on Individual Hold 1 Press Hold 2 Hang up or place another call To place an outside call on System Hold 1 Press ao and dial POP 2 Hang up or place another call To return to a call that is on hold Lift the handset and press Hold 50 Inter Tel Model 8690 User Guide ITP Mode PLACING CONFERENCE CALLS With the Conference feature you can establish a conference call with up to three intercom and or outside parties four including you To place a conference call 1 2 3 Whil
115. llowing options e Ifyou want to use the address book press an address book entry to select it then press Add To Speed Dial e If you want to use the type ahead search press a search results item to select it then press Add to Speed Dial Refer to page 97 for information on the using the Search feature NOTE To select a range of items activate the Input Panel see page 13 Select the first item in your list press the SHIFT key on the Input Panel then select the last item in the list You can also select one item then press the CTRL key and select additional items To delete speed dial list buttons Use the Web Client from your desktop to delete speed dial buttons from the speed dial list or to add edit the list directly To make a call using a speed dial button a Zz 0 O 1 Press Unified Communicator on the endpoint display 2 Press a speed dial button 3 Select from any of the following options e Press one of the numbers in the list to initiate a call to that number e Press Find Me to place a call to the account s primary device allowing the account s call routing rules to route the call to the appropriate location This option is only available if the contact is linked to an account and the account has at least one device associated with it e Ifthe contact is linked to an account with at least one device or if the contact is linked to a device there will be two additional options in the
116. log by date and time name and number or call result To return a call 1 Press Call Log on the endpoint display 2 Double press the icon next to the entry 3 Select from any of the following options e Press one of the numbers in the list to initiate a call to that number e Press Find Me to place a call to the account s primary device allowing the account s call routing rules to route the call to the appropriate location This option is only available if the contact is linked to an account and the account has at least one device associated with it e Ifthe contact is linked to an account with at least one device or if the contact is linked to a device there will be two additional options in the popup menu Voicemail and Leave Message Press Voicemail to call the voice mail of the given person device Press Leave Message to leave a station message for the given person device If you leave a station message the station message is left at the current location or it is left at the primary device if the current location is not a UC device To add a call log entry to the address book 1 Press Call Log on the endpoint display 2 Select one or more entries containing a name or number then press Add to Address Book The entry is added to your Address Book NOTE Call log entries without a name or number are ignored To delete a call log entry 1 Press Call Log on the endpoint display 2 Select one or more call entries and the
117. m administrator Ask your trainer or system administrator how the zones are programmed and list them below for your convenience 0 5 6 2 il 3 8 4 9 Enabling Paging You can enable or disable page receiving for your endpoint by using the Page Remove Replace feature code If your endpoint is assigned to more than one page zone all zones are removed or replaced at once you cannot turn off individual zones z e 0 gt fe To turn paging on and off for your endpoint Dial O O O Making Pages To make pages 1 Dial ep 2 Dial the desired zone number 0 9 3 After the tone make your announcement and hang up 80 Inter Tel Model 8690 User Guide ITP Mode PERFORMING A HOOKFLASH DURING A CALL Certain telephone service companies may require a timed hookflash a quick hang up and release To generate a hookflash while using a line EITHER Press the FLASH menu button If the FLASH menu button is not visible press MORE until you see FLASH OR Press oo and dial gt p gt NOTE This features is known as a Recall in European systems USING ACCOUNT CODES If your telephone system is programmed to use the Station Message Detail Recording SMDR feature you might be required to enter account codes when you place a call These codes add information to telephone record reports that the system will periodi cally print There are three types of account codes
118. mail and fax messages With Remote Messaging you can program voice mail to call you when your mailbox receives new voice mail messages Using a cascade a series of up to nine telephone numbers voice mail will call each number until it successfully connects to a device e g pager answering machine etc Because your mailbox can have a primary and an alternate cascade of numbers you can program a cascade to be used during specific days and times For example if you want to be paged when you receive a voice mail message from 5 10 PM on weekdays you can set up a primary cascade If you also want to receive pages for messages marked priority on the weekends you could set your alternate cascade for all day on Saturdays and Sundays o Z 2 fe zZ Inter Tel Model 8690 User Guide ITP Mode 75 To set up remote messaging for voice mail messages if enabled 1 Access your mailbox as described on page 29 2 Say Personal or press to select the Personal Options Menu 3 Say Remote or press You have the following options e Say Primary or press to set up a primary cascade e Say Alternate or press p to set up an alternate cascade 4 Say Level or press lt j and then say or enter the number 1 9 of the level you wish to program You then have the following options e To set up or change an extension or outside number Say Number or press B EITHER
119. marks of Microsoft Corporation Table of Contents CONTENTS FINDING YOUR WAY daa mpa NANG BANNA ENNA NAGANA AANO BUAN ANAN cannes WLC OIG nA NAKA AGAD NAKA ta eam cata wesw Gage ANAN NAGA About This Guide ccc scene dee nee nnan eee eee ee eee eee ele About Your Endpoint fcc aaa AKA ete ee ee ee ee Telephone Interface aociras karima e aea eee About the Operating System 2 2 0 0 ccc eee eee About Voice Mail 0 0 0 cee eee eee What You See and Hear 0 cece eee eens Software Compatibility 0 anassa ccc eee eee Guidelines for Using the Model 8690 Endpoint Endpoint Basics asirasi ceded ie Stat te Gee ene Saree dae dares Bae ey Setting Up Voice Mail 0 0 ccc eee eee eee eee Accessing Your Mailbox 0 0 2 cece eee eee nee Disabling and Enabling ASR 22 22 eee eens GETTING STARTED iis cts ater BAKED KAKANAN BANDANG WAN AE NANG a NAG Introductio i scssi AA AA AA AA AA Calibrating the Screen eee een eee ene Setting Backlight Options 0 cece eee eee Configuring VLAN Portes 0 ap KIRA ANG NING eae ce eae eee ee Using the System Tray Menu 2 22222 02 Installing Software and Firmware Upgrades 00 00 e cece eee eee eee Making and Receiving Calls 22 2 nrnna Placing Calls On Hold 22 eee eee eee nee Placing Conference Calls o pas sopis arpaa nama eee eens Transferring Calls lt 220 se oh epee ada ee ee ee ee ee eee Using Reverse Transfer
120. mitting diodes LEDs on the PC ports and LAN Power jack indi cate link status and the speed of the connections The ports and connectors on the Model 8690 endpoint include the following External Microphone Jack Allows you to connect an external microphone to the endpoint External Speaker Jack Allows you to connect an external speaker to the end point Reset Button Resets the connection to the network Compact Flash CF Port Allows you to connect a CF memory card if addi tional memory is needed Personal Computer Memory Card International Association PCMCIA Port Allows you to connect a PCMCIA memory card if additional memory is needed LAN PWR Jack Connects the endpoint to a network hub switch and the power supply Universal Serial Bus USB Client Port Connects the endpoint to a host com puter running Active Sync USB Host Port Allows you to connect a keyboard mouse or other USB device to your endpoint Three PC Ports Allows you to connect your PC or any other 10 100 Ethernet device to your endpoint PCs 1 2 and 3 USB CLIENT USB HOST PCMCIA CF LAN PWR Inter Tel Model 8690 User Guide ITP Mode Optional USB Devices You can connect a standard USB device to your Model 8690 endpoint using a stan dard USB cable not included connected to the USB host port on the back of the end point see page 4 The operating system will automatically detect the device
121. mode make sure the system administrator has the Headset Connect Tone flag enabled in the telephone system If this flag is not enabled you may miss the first few seconds of incoming calls To connect a headset 1 Insert the headset plug into the headset jack 2 With the handset in the cradle dial gt Gp Headset On feature code or dial BG EB Headset On Off feature code The display shows HEAD SET MODE ON NOTE If using a headset press Speaker to connect and disconnect calls To disconnect a headset 1 Unplug the headset cord from the headset jack 2 With the handset in the cradle dial Headset Off feature code or dial EB Headset On Off feature code The display shows HEAD SET MODE OFF NOTE If you have both a headset and a handset connected to your endpoint and you are using the headset you can quickly transfer audio to the handset by lifting the hand set from the cradle Press Speaker to transfer the call back to the headset before replacing the handset in the cradle Inter Tel Model 8690 User Guide ITP Mode 25 SETTING UP VOICE MAIL To begin using your mailbox you will need to complete a few basic set up procedures to initialize your mailbox customize your personal greetings and record your voice mail directory name z 14 O gt o Z T8 NOTE If your telephone system uses Enterprise Messaging EM your mailbox may have the Automatic Speech Recogn
122. n press Delete The entry is deleted from the list Inter Tel Model 8690 User Guide ITP Mode 109 Cc Ko Zz 9 O o 5 Oo D 5 Call Details Dialog Box The call log Details dialog box displays the following call information e Type Displays the call type incoming or outgoing with an icon see page 104 and text e Date Time Displays the date and time the call came in e Name Number Displays the name number of the caller called party An icon indicates the current contact status if the entry corresponds to an account or a device See page 104 for a description of the icons For an account the current composite status is displayed For a device the current DND status is displayed If the entry does not correspond to an account or a device the status is unknown This status is simply a snapshot and does not update in real time e Result Displays the call result as discussed on page 108 e Call Steps Displays every step the call went through before it terminated Each step indicates the date and time at which the step occurred the action the step took e g CONNECTED and the telephone number of the other party involved if applicable To view call details Select the entry from the call log and press JERSE To return or delete a call from the call log details dialog box 1 Press Call Log on the endpoint display 2 Select the entry then press EERE 3 Select any of the following options e Cal
123. nabled the application will not prompt you for Web address username and password information unless you have not already provided it or the logon fails N s w NOTE Enabling the Automatically log on option will not automatically launch UC See page 94 for instructions on how to log on to UC 5 Press OK in the upper right corner of the Options dialog box or select another tab to edit NOTE Check with your network administrator before changing these fields Inter Tel Model 8690 User Guide ITP Mode 35 a m 4 zZ 7 a gt A 4 m i a W lt e 2 o Wu o Appearances Tab To set or edit options on the Appearance tab 1 Select Specify alternate appearance to change the default skin see page 11 2 Select the UC functions where you would like to use large icons You may want to use large icons so that screen items are easier to read However less informa tion will be displayed Options include e Search Results see page 97 e Messages see page 102 e Call List see page 103 e Call Log see page 107 e Address Book see page 111 e Call Routing see page 117 3 Press OK in the upper right corner of the Options dialog box or select another tab to edit Behavior Tab To set or edit options on the Behavior tab 1 If desired change the endpoint s ring from the default a Enable Specify custom ring b Press Browse to navigate to the folder where wav files
124. ndpoint immediately shuts down the operating system and any applications that are currently running on the endpoint When the Reset Button is pushed the screen goes blank and the default settings are restored After a few moments the operating system restarts and the client application re opens when network connectivity is re established CAUTION z 14 O gt o Q T8 Do not press the Reset button on your endpoint unless you are told to do so by your system or network administrator Desktop shortcuts and any preferences that have not been saved in the registry are lost when you press the Reset button In addition the endpoint will require additional programming to restore it to its previ ous operational state Power Requirements The Model 8690 should remain powered on at all times The endpoint receives power from an individual power supply unit It is important to use a power supply unit that is compatible with the endpoint The Inter Tel Universal Power Supply part number 806 1119 is compatible with the Model 8690 endpoint and is available through Inter Tel s CommSource division It is recommended that you plug your endpoint s power supply unit into an Uninter ruptible Power Supply UPS If your endpoint s power supply unit is not plugged into a UPS and the power fails the current call will be dropped NOTE Contact your network administrator to order a new power supply unit for your endpoint
125. ng System Help A help file is provided with the Windows CE NET operating system and can be accessed under the Start menu The information in this file is provided by Microsoft and is limited to Windows CE NET and the viewer applications that come with the operating system Because the operating system has been customized some of the information provided in this file may not apply to your endpoint See page 41 for more information about accessing the help files created specifically for the telephone and UC 14 Inter Tel Model 8690 User Guide ITP Mode ABOUT VOICE MAIL Voice mail is an application that is part of the Inter Tel voice processing system Using voice mail you and other callers can send and receive recorded messages from any supported endpoint on the system To use voice mail features each user or sub scriber is assigned a mailbox which usually corresponds to the extension number assigned to your endpoint You can however have an unassociated mailbox that does not correspond to an extension Unassociated mailboxes are typically used for agents or other personnel who don t have a permanent office 4 2 g z 9 lt je Cc Aa gt lt With your mailbox you can use personal or system greetings to let callers know if you are out of town on a call etc If a caller reaches your mailbox they can leave a message hang up or access an attendant In addition if your voice mail administrator sets up one
126. nked to system accounts and devices can display one or more of the following icons EN Indicates that the status of the user is currently unknown Press this icon to retrieve a snapshot of the status The snapshot reverts back to an unknown state in approximately 30 seconds 2 Indicates that a user is currently available ug Indicates that a user is currently unavailable 8 5 oO a 5 a Indicates that a user is currently on a call is Indicates that the DND status for the device is currently unknown This icon displays if the type ahead results display a device that is not currently in your address book Press this icon to retrieve the status The snapshot reverts back to an unknown state in approximately 30 seconds This icon can also appear when the node the device belongs to is down or when the connection between UC and the CT Gateway is down Indicates that the DND status for the device is currently OFF 2 Indicates that the DND status for the device is currently ON Indicates that the device is currently on a call amp amp Indicates a call log entry that is neither a device nor account The pres ence of this icon does not necessarily indicate that the given name number corresponds to an entry in your address book Indicates a simple company contact 112 Inter Tel Model 8690 User Guide ITP Mode 2 Check the Status column for text information about the current account or device status To add a
127. nload progress When the download completes the upgrade application launches the Windows CE NET installation mechanism and installs the new client application version At this point you are prompted for where you would like to install the new files the default is Mounted Volume 8690 Phone Press OK to continue with the installation Press Yes when prompted to overwrite existing files You are notified when the upgrade is complete The upgrade application launches the new version of the client application and then exits CAUTION Do not press Cancel when the installation dialog box prompts you where you would like to install the new files At this point the previous client application has been deleted and if you cancel the upgrade you will need to contact your network administrator to manually reinstall the client application Also do not change the default location NMounted Volume18690 Phone specified in the installation dia log box The client application must be installed in the Mounted Volume folder to survive a reset or an upgrade to the operating system 42 Inter Tel Model 8690 User Guide ITP Mode Operating System When a new version of the operating system is downloaded the client application exits and the upgrade application launches An upgrade of the operating system takes approximately 30 minutes to complete CAUTION It is imperative that you do not interrupt the operating system process before it completes
128. nnounces the name assigned to the mailbox number or group list number You have the following options e Say Yes or press to accept the subscriber s name e Say No or press to start over Record your message after the tone While recording you have the following options e Press lt p to pause while recording Say Continue or press qj to con tinue e Press lt p to erase and re record your message When finished recording you can press to access the following options e Say Send or press qj to send the message and return to the voice mail options e Say Cancel or press to cancel the recording e Say Replay or press qj to replay your message e Say Append or press qj to add to your message e Say Erase or press to erase and re record your message 60 Inter Tel Model 8690 User Guide ITP Mode e Say Copy or press to copy your message to other mailboxes Say or enter the desired mailbox number or group list number The system announces the name assigned to the mailbox number or group list number You have the following options Say Yes or press to accept the subscriber s name Say No or press to start over Press when you are done adding mailboxes e Say Options or press p to use the special delivery options You can then use one or more of the following options Say Private or press qj to mark the messag
129. nus ASR also allows subscribers and non subscribers to navigate automated attendant menus call routing applications and search the directories ASR can be enabled for standard voice mailboxes and advanced mail boxes see page 15 For more information about ASR see page 18 e E Mail Reader E Mail Reader allows you to access voice e mail and fax mes sages from your mailbox For e mail messages E mail Reader uses Text to Speech TTS capabilities included with EM to convert the text in an e mail mes sage to a wav file For fax messages E Mail Reader announces the fax enve lope If E Mail Reader has been enabled for your mailbox your voice mail e mail and fax messages are unified in one convenient location For more informa tion and instructions about how to use E Mail Reader features see the Using E Mail Reader section starting on page 119 Consult your voice mail administrator to see if ASR and or E Mail Reader is enabled for your mailbox NOTE EM also includes Unified Messaging inbound and outbound faxing capabilities For information and instructions about Unified Messaging features see Issue 2 3 of the Unified Messaging User Guide part number 550 8121 Inter Tel Model 8690 User Guide ITP Mode 17 4 2 z 0 lt fe Cc a gt lt Automatic Speech Recognition ASR Automatic Speech Recognition ASR is a feature available for systems using EM Because ASR is a very flexible feature i
130. o dial outside telephone numbers without first selecting an outgoing line enter the Outgoing Call access code default is before the outside telephone number To erase a Station Speed Dial name and or number With the handset in the cradle dial gt p gt SD Dial the desired location code 0 9 Press Mute repeatedly until the name is erased Press p or the ACCEPT menu button to continue Press Mute repeatedly until the number is erased Press p or the ACCEPT menu button to exit oar wn gt Dialing Station Speed Dial Numbers To dial a Station Speed Dial number 1 If necessary select an outgoing line and press the SPEED DIAL menu button 2 Press the USE STN SPEED menu button 3 Press the desired Station Speed Dial location number 0 9 78 Inter Tel Model 8690 User Guide ITP Mode System Speed Dial Your system administrator can store several speed dial numbers in the system speed dial locations Depending on the size of your system you can access up to 1000 or up to 5000 system speed dial locations if they have been programmed To view and or dial System Speed Dial numbers 1 Dial gt gt SD or press the SPEED DIAL menu button 2 Press the SYS SPEED DIAL menu button 3 Dial the location code 000 999 or 0000 4999 for the desired number 4 Press or the ACCEPT menu button to dial the displayed number USING RECORD A CALL NOTE This feature is not supported on peer to peer P2P calls Ask your
131. o your Speed Dial list with UC see page 101 Inter Tel Model 8690 User Guide ITP Mode 1 35 m gt D zZ O z O a m Ww Y e U z Z Y lt wi l Q10 A10 Q11 A11 Q7 A7 Q8 A8 Q9 A9 Why dont the local telephone company star codes i e 82 69 etc work when I press the Outgoing button or use the Outgoing Call feature code p by default to call an outside number Rather than pressing the Outgoing button or qj to access an outside line you must dial a Select Line Group number before you can use the star codes For example if your system is using the default Select Line Group numbers dial 92001 to access that line Once you have dial tone you can dial the star code and the number Can I store applications and data on my endpoint The Mounted Volume folder is the only location on the endpoint where data and files persist across power loss and resets Although you can store a small amount of data on the endpoint it is strongly suggested that you store applications and data on an accessible storage device such as a Compact Flash memory card or your desktop PC Why do the views change when my endpoint is logged on to UC and there is call activity on my endpoint When you are logged on to UC the Model 8690 automatically displays the most appropriate view based on the current activity For example if your endpoint is logged on to UC and the dialpad and display are
132. oice Mail Message Press the icon next to a voice mail message to place a call to your voice mail system or double press the voice mail message to place the call System Message Press the Ca icon to open a dialog box showing the sys tem message text You can also select the button below the message list to open a dialog box displaying the complete system message text To delete station or system messages o 5 o a 1 Press Messages on the endpoint display 2 Select one or more station or system messages then press Delete NOTE You can only delete voice mail messages using the voice mail system 102 Inter Tel Model 8690 User Guide ITP Mode CALL LIST VIEW The Call List view displays a list of your current calls These include calls that are ringing connected or holding The Call List view automatically appears any time you place or receive a call and remain active until you navigate to a different view When the last call in the list ends the previous view is displayed You cannot sort the call list The call list shows all call activity for every device you own in addition to the Model 8690 If an incoming caller is positively identified a Caller ID icon appears next to the caller s name This indicates the caller was positively identified and the call followed any routing rules you may have set up for the caller Calls are displayed under three columns e State Indicates the current call st
133. old Alphanumeric 7 2 Dialpad Butto i Message Navigation Buttons NOTE The instructions throughout this user guide assume that you are using the sty lus with the endpoint When you are instructed to press an area on the screen gently tap the appropriate area of the touch screen with the stylus Inter Tel Model 8690 User Guide ITP Mode 7 m zZ z zZ 9 lt ie a gt lt Feature Buttons The feature buttons are designed to automate some of the commonly used functions such as dialing an outside number Each of these is described in the table below x 14 O gt o T8 BUTTON IF YOU YOU CAN PG Mute Press Mute Mute the microphone 23 Fwd Press Fwd Forward your calls 54 Answer Press Answer Answer a call 46 48 Speaker Press Speaker Put a call on the speaker 23 Outgoing Press Outgoing and dial Place an outgoing call 47 the number Hold Press Hold Put a call on hold 50 Message Press Message Leave or listen to a message 24 Volume Up Press the Up or Down Volume Adjust volume 68 Volume Down rrow Auto Dial Press the Auto Dial button Enable disable the auto dial feature 37 In addition to the buttons identified in the preceding table your endpoint has a Spe cial button OO Depending on how your telephone system is configured you may need to press this button before you dial a feature code Consult your
134. ons you must first initialize your mailbox see page 26 NOTE If your telephone system uses Enterprise Messaging EM your mailbox may have the Automatic Speech Recognition ASR feature enabled When ASR is enabled for your mailbox you have the option of issuing a spoken command or pressing a dial pad button See page 18 for ASR guidelines ALSO If your mailbox has E Mail Reader enabled you have an advanced mailbox See page 119 for information and instructions about using E Mail Reader features Changing Your Mailbox Password Your password prevents unauthorized access to your mailbox When you first initial ize your mailbox you are prompted to change your password from the default your mailbox number You can change your mailbox password at any time The new password can be up to 12 digits long and must be numeric o Ss z fe zZ To change your mailbox password 1 Access your mailbox as described on page 29 2 Say Personal or press to select the Personal Options Menu 3 Say Password or press ep If you want a password enter a new password using digits 0 9 up to 12 digits and then press qj when you are done The messaging system plays back your password Ifyou do not want to use a password just say Skip or press 4 Say Accept or press to accept the password as entered or say Re enter or press to erase and re enter your password 5 Hang up
135. or the ANSWER menu button Instead of answering a ringing call you can press one of the following menu but tons e SEND TO V MAIL Sends the call directly to your voice mailbox This option is not available if you do not have a mailbox e SEND TO DEST Redirects the call to the intercom or outside number that you entered See page 55 for more information about the Redirect Call feature 48 Inter Tel Model 8690 User Guide ITP Mode Emergency Calls With Inter Tel communication systems you do not have to access an outside line press the Outgoing menu button to dial an emergency number To make an emergency call Dial DP aD A call is automatically placed to the preset emergency number CAUTION Consult your system administrator and your local Inter Tel servicing company for important information about dialing emergency services from your Model 8690 endpoint before you begin using it a m zZ 7 s gt A 4 m i NOTE Dial gt Q in Europe for emergency services Call Waiting If you receive a call while you are already on another call you will hear a call wait ing tone To respond to a waiting call you hear a single tone End your current call place it on hold and or use one of the following menu buttons e ANSWER Answers the ringing call If you did not place the current call on hold it is disconnected e SEND TO V MAIL Sends the call directly to your voice mai
136. orites 100 Favorites Button 100 Fax Destination Number 74 Fax Messages 128 Feature Buttons 7 8 11 Feature Codes 139 Features account codes 81 agent help 88 automatic call answer 70 Automatic Speech Recognition ASR 18 background music 69 call waiting 49 conference 51 default endpoint 70 do not disturb 63 E Mail Reader 123 group listen 23 handsfree 46 hold 50 hookflash 81 hunt groups 89 individual hold 50 last number dialed saved 56 manual forwarding 54 mute 23 paging 80 queue 46 record a call 79 redial 56 redirect 55 remote feature access 86 ring intercom always 45 system forwarding 55 system hold 50 system speed dial 79 transfer 52 UC address book 111 alerts 117 call control 104 call log 107 call routing 117 conference 106 feature code favorites 100 mute 105 recording a call 105 redial 100 search 97 speed dial 101 transfer 105 Filtering Address Book Contacts 112 Flash Memory Conflict 21 Flowchart advanced mailbox 131 standard voice mailbox 149 Forced Account Codes 81 Forwarding Calls 54 Full Mailbox 29 G Greetings 27 Group Listen Using the Speaker 23 Guidelines for Using the Model 8690 Endpoint 15 H Handset Jack 3 Handsfree Mode 46 Headset Jack 3 Hearing Aid Compatible HAC Handset 3 Hold 51 Hookflash 81 Hunt Group Calls Enabled Disabled 89 Hunt Groups 89 Individual Hold 50 Initializing Your Mailbox 26 Input Panel 13 Installing Software and Firmware Upgrades 42 Intercom Calls
137. orward If No Answer 356 Call Forward No Answer Busy 358 Conference 5 Default Station 394 Directory 307 Display Time And Date 300 Z Do Not Disturb 370 9 3 Inter Tel Model 8690 User Guide ITP Mode 139 Bi FEATURE NAME FEATURE CODE NEW CODE Do Not Disturb Cancel 371 Do Not Disturb On Off 372 Do Not Disturb Override 373 Group Listen 312 Handsfree On Off 319 Headset On 315 Headset Off 316 Headset On Off 317 Hold Individual 336 Hold System 335 Hookflash Recall in Europe 330 Hunt Group Remove 322 Hunt Group Replace 323 Hunt Group Remove Replace 324 Message 365 Message Cancel Message Left 366 Message Cancel Message On Endpt 368 Message Silent Message 367 Microphone Mute On Off 314 Page 7 Page Receive On Off 325 Program Station Password 392 Queue Callback Request 6 Record A Call 385 Redial 380 Redirect Call 331 Reminder Message 305 Reminder Message Cancel 306 Remote Programming 359 Reverse Transfer Call Pick Up 4 Ring Intercom Always On Off 377 Ring Tone Selection 398 Routing Off 304 Station Speed Dial 382 Station Speed Dial Programming 383 System Forward Enable 352 System Forward Disable 353 System Forward On Off 354 System Speed Dial 381 Transfer To Hold 346 Transfer To Ring 345 Ww 14 e o Zz 14 q Mj l 140 Inter Tel Model 8690 Use
138. our recorded name 5 Hang up 28 Inter Tel Model 8690 User Guide ITP Mode ACCESSING YOUR MAILBOX If you have a message waiting in your mailbox you must access your mailbox to retrieve it 4 2 z z 9 lt te Cc a gt lt NOTE If your telephone system uses Enterprise Messaging EM your mailbox may have the Automatic Speech Recognition ASR feature enabled When ASR is enabled for your mailbox you have the option of issuing a spoken command or pressing a dial pad button See page 18 for ASR guidelines ALSO If your mailbox has E Mail Reader enabled you have an advanced mailbox See page 119 for information and instructions about using E Mail Reader features When you access your mailbox depending on the voice processing system enabled features and mailbox status you may hear one of the following messages e Mailbox almost full or full If your mailbox is full no new messages can be received until you delete waiting or saved messages e Quota grace limit reached The quota grace limit is an EM feature If this fea ture is enabled it allows a mailbox to overfill beyond normal capacity When the quota grace limit has been reached this announcement is played e Message count and type The system announces the number of new and or saved messages that are in your mailbox The system also informs you if the mes sages are priority messages If E Mail Reader is enabled for your mailbox
139. p you must dial an account code before you can place your call see page 81 Depending on how your system is programmed you may be able to use one of the following methods to select an outgoing line instead of pressing the Outgoing but ton e Dial the Outgoing Call access code default is e Dial a Select Line Group access code defaults are 92001 92208 e Dial the Automatic Route Selection ARS access code default is 92000 NOTE Check with your system administrator to see if your system uses custom ized feature access codes or if the auto dial feature see page 37 allows you to dial out directly Inter Tel Model 8690 User Guide ITP Mode 47 a LU lt e 2 9 Wu oO To request a callback queue on to the line if all outgoing lines are busy when you try to call out When you hear busy signals press and hang up When the line is available your endpoint rings To cancel the queue request before your endpoint rings Press When dialing the number you can press one of the following menu buttons e OUTSIDE DIR Selects the speed dial directory See page 82 e STN SPEED DIAL Selects the Station Speed Dial feature See page 77 e SYS SPEED DIAL Selects the System Speed Dial feature See page 79 e REDIAL Redials the last outside number you dialed See page 56 Receiving Outside Calls To receive an outside call EITHER Lift the handset OR Press Answer
140. peed Dial Numbers 78 Delivery Options 61 Device Icons 98 Dial Tone 19 Dial Tones 69 Dialing Options 48 Dialpad Buttons 7 Directories outside 48 telephone 82 using 82 voice mail 84 Disabling account codes 81 automatic call answer 70 background music 69 call forwarding 87 cascade levels 76 do not disturb 87 group listen feature 23 handsfree 46 hunt group calls 89 message envelope options 72 paging 80 record a call 79 system forwarding 55 time date option 72 Disconnecting a Headset 25 Display 7 Displaying date andtime 22 outside party s name 22 Displaying Information on Your Endpoint 22 Distributing Calls 89 Do Not Disturb 63 87 Dropping a Party from a Conference 106 Dropping Out of a Conference 51 E Editing Address Book Contact Information 115 E Mail Messages 125 E Mail Reader 17 123 Emergency Calls 49 Enabling automatic call answer 70 background music 69 call forwarding 87 cascade levels 76 do not disturb 64 group listen feature 23 handsfree 46 hunt group calls 89 paging 80 record a call 79 system forwarding 55 Ending a Conference 106 Ending a Conference Call 51 Endpoint Configuration changing volume levels 68 selecting aring tone 69 Endpoint Connectors 4 Endpoint Idle 19 33 Entering Account Codes 81 Enterprise Messaging 17 Erasing Station Speed Dial Numbers 78 Exiting a Conference 51 External Microphone Jack 4 External Speaker Jack 4 144 Inter Tel Model 8690 User Guide ITP Mode F Fav
141. r the confirmation tone Inter Tel Model 8690 User Guide ITP Mode 23 Using the Message Button In today s busy world it s almost guaranteed that someone will call you while you are on another call away from your work station or in DND When this occurs the other party can leave a message for you When you have received a message from another party your endpoint s Message Indicator lamp flashes When you press Message a call is automatically placed to the calling endpoint or voice mail system to retrieve the message z 14 O gt o a T8 When you leave a message you can e Have the called party return your call When the party you called responds to the message indication a call is automatically placed to your endpoint e Leave a message with the called party s message center which can be a per son or voice mail When the party you called responds to the message a call is automatically placed to his or her message center instead of your endpoint To indicate that a message is waiting the Message button and the Message Indicator lamp flash and the display shows the number of waiting messages Leaving Messages To leave a station message while on an intercom call Press Message or the LEAVE MESSAGE menu button and hang up To leave a voice mail message while on an intercom call Press Message or the LEAVE MESSAGE menu button and wait for the message center to answer To leave a silent message
142. r Guide ITP Mode NOTES m gt a zZ Z 0 fe I m Inter Tel Model 8690 User Guide ITP Mode 141 Ww 14 e o Zz 14 q Mj l 142 Inter Tel Model 8690 User Guide ITP Mode NET Passport 39 A Abbreviations 9 About Tab 38 About This Guide 2 About Voice Mail 17 About Your Endpoint 3 Accessing e mail messages 125 fax messages 128 Accessing Address Book Contact Information 115 Accessing Your Mailbox 29 Account Codes 81 Account Icons 97 ACD 89 ACD Hunt Groups 89 ActiveSync 4 Adding a Linked Contact 114 Adding Parties toa Conference 51 Adding Simple Contacts 113 Address Book accessing and editing 116 contact information 116 view 111 Address Book View 111 116 Adjusting Your Endpoint s Viewing Angle 22 Administrators 134 Advanced Mailbox using 122 voice mail flowchart 131 Advanced Options 39 Agent Help 88 Agent IDs 89 Alternate Greeting 27 Answering Calls 48 Appearance Tab 36 Automatic Call Answer 70 Automatic Call Distribution ACD 89 Automatic Speech Recognition ASR 17 Automatic System Forwarding 55 Available status 96 B Background Music 69 Behavior Tab 36 Buttons dialpad 7 feature 7 11 menu 7 message 24 mute 51 navigation 7 special 8 C Calibrating the Screen 32 Call Control Buttons 104 Call Details Dialog Box 110 Call List View 103 Call Log main screen 107 view 107 Call Routing View 117 Call State 103 Call Waiting 49 Callbacks
143. rades using the Advanced options To view and install pending upgrades 1 Press the system tray icon then select Advanced Auto Upgrade Pending Upgrades The Pending Upgrades dialog box opens and displays the status for the following e Firmware e Phone Application e Operating System NOTE The Upgrade Now option indicates a pending software upgrade 2 Press Upgrade Now next to the upgrade you want to install There is one button for each upgrade type 3 When the Software Upgrade dialog box opens press OK to install the upgrade To cancel pending upgrades 1 Press the system tray icon then select Advanced Auto Upgrade Pending Upgrades The Pending Upgrades dialog box opens and displays the status for the following e Firmware e Phone Application e Operating System 2 Press Cancel next to the upgrade that you want to cancel There is one button for each upgrade type 3 Press OK 40 Inter Tel Model 8690 User Guide ITP Mode Station Password NOTE This option is only available when you are logged on to UC The station password allows you to quickly add your endpoint as a device to UC To set the station password 1 Press the system tray icon then select Advanced Set Station Password 2 Enter your old password 3 Enter a new password 4 Enter the new password again to confirm it 5 Press OK a m 4 zZ 7 s gt A 4 m i Default Configuration The De
144. rectory When the correct name is played say Yes or press to select it If the system locates more than 10 matches you can either browse the list using the options mentioned above or filter the list by responding to the filtering questions gen erated by the system Based on your responses the system filters the list to include first or last name matches only If the system cannot locate an exact match it returns the closest match found z e 0 gt fe To use the dialpad buttons to spell a name When prompted press the appropriate dialpad buttons to spell the name The number of times a button is pressed determines which character is entered as shown in the table below When adjoining characters are under the same button press Fwd to advance to the next character For example 5666Fwd66337777 enters Jones NUMBER OF TIMES BUTTON IS PRESSED BUTTON 1 2 3 4 5 1 amp 1 2 A B C 2 3 D E F 3 4 G H ii 4 5 J K L 5 6 M N O 6 7 P Q R S 7 8 T U V 8 9 W X Y Z 9 0 0 84 Inter Tel Model 8690 User Guide ITP Mode To perform a directory search 1 Dial the voice mail number 2 Say Directory or press Ep 3 Say the last name of the person you are searching for or press the appropriate dialpad buttons to spell the name see page 84 If 10 or fewer matches are located you can access and browse the list immedi ately see
145. ribed on page 29 2 Say Options or press for Message Options 3 Say Recover or press jp to access undelete options 4 EITHER Say Listen or press to listen to your deleted messages and choose which ones to recover After each message you can e Say Replay or press B to replay the message e Say Reply or press to reply to the message e Say Forward or press to forward the message e Say Previous or press to listen to the previous message e Say Envelope or press to play the message envelope e Say Next or press to listen to the next message e Say Recover or press to recover the message OR say Recover or press jp to recover all deleted messages OR Say Purge or press to permanently delete all deleted messages 5 Hang up Inter Tel Model 8690 User Guide ITP Mode 59 a LU lt e 2 o Wu o Recording and Sending Voice Mail Messages You can record and send voice mail messages by accessing the record option on the main menu NOTE If E Mail Reader is enabled for your mailbox a reply to an e mail message see page 125 is a recorded voice message that is attached to the e mail as a wav file To record and send voice mail messages 1 2 3 Access your mailbox as described on page 29 Say Record or press B Say or enter the desired mailbox number or group list number The system a
146. riber If you want to include an introduction say Record or press P Otherwise say Accept or press q to forward the message without additional comments e Say Previous or press p to listen to the previous message e Say Envelope or press to play the introductory message envelope see page 72 for information on envelope options e Say Next or press to listen to the next message e Say Save or press to save the new message in your mailbox e Say Delete Message or press to delete the message NOTE You may be prompted to confirm deleting the message Say Yes to delete the message or No to cancel the request to delete the message 6 Hang up 58 Inter Tel Model 8690 User Guide ITP Mode Recovering Deleted Voice Mail Messages If you accidently delete a voice mail message you can retrieve it within a specific time frame programmed by your system administrator Any retrieved messages are then restored to your saved message queue Messages that are not undeleted within the programmed time up to 24 hours are automatically erased NOTE If E Mail Reader is enabled for your mailbox you can also recover deleted e mail and fax messages See page 129 for instructions about how to recover deleted voice mail e mail and fax messages To recover deleted voice mail messages a m 4 zZ 7 s gt A 4 m i 1 Access your mailbox as desc
147. rmation that are required Periodically the endpoint checks for software upgrades When an upgrade is available the Software Upgrade dialog box opens and you are prompted to install the upgrade You must take certain precautions to safeguard data and preferences before performing an upgrade to the operating system See page 42 for important information about installing software upgrades To avoid a flash memory conflict do not make or receive calls while upgrading the operating system See page 42 for important information about installing soft ware upgrades Because the Model 8690 does not contain a battery any data and or files in stor age memory that are not saved in the Mounted Volume folder will be lost when the device looses power Because the Model 8690 has a limited storage capacity it is recommended that you save applications and data on a host such as a desktop PC or a memory card see page 5 that is accessible from the endpoint For example using a 128 MB Compact Flash memory card significantly increases the available storage on the Model 8690 Any data or files saved on the memory card will be saved even if the endpoint loses power or resets Before you begin using UC on your endpoint note that some options must be changed or implemented from the UC Web Client on your PC see page 95 You cannot access the UC Web Client URL from your endpoint s browser For additional information about Windows CE NET go to www mic
148. rosoft com windows embedded ce net default asp Inter Tel Model 8690 User Guide ITP Mode 21 an z z 0 lt je Cc a gt lt ENDPOINT BASICS Before you begin using your endpoint take a moment to learn how to complete basic tasks such as adjusting the angle of the endpoint using the speaker and the micro phone and using a headset Adjusting Your Endpoint s Viewing Angle Your Model 8690 endpoint has an adjustable base that allows you to tilt it to enhance the viewing angle z 14 O gt 9 a Z T8 To adjust the viewing angle of the endpoint 1 Position the bottom of the endpoint s base on a flat surface 2 Tilt the endpoint to the desired angle 3 Place the feet of the support mechanism in the holes on the base to secure the position of the endpoint Displaying Information on Your Endpoint Your Model 8690 endpoint has two lines of display that contain system and call infor mation such as the date and time or the outside party s name number Date Time Name and Extension Number You can temporarily display the system date and time your username and your extension number at any time To show the date and time display while on a call in DND etc Press ox and dial O Outside Party s Name Number If you are currently connected to an outside caller with Caller ID you can toggle between displaying the caller s name and number To show the outside party
149. s You can use this list to change your status to any of the saved status entries In addition you can create a temporary status by pressing the icon located to the right of the drop down list Changing Your Status NOTE You must use the Web Client to delete and edit your Status as well as to cre ate your new permanent composite status You can however create a temporary status using your endpoint You can change your UC status using the status drop down box in the UC view next to the composite status icon To change your status 1 Press Unified Communicator on the endpoint display 2 Select a status from the drop down list next to the HY icon Your status icon changes to reflect the selected status Creating a Temporary Status There are times when you may not be able to create a new composite status with the Web Client For example you may be going to a new location for a short time In this case you can create a new temporary composite status for this location 8 5 o a 3 To create a temporary composite status 1 Press Unified Communicator on the endpoint display 2 Press Gat 3 Select a status in the Temporary Status dialog box Your choices are e Available e Unavailable 4 Enter an extension number where you can be reached 5 Press Create Status Your status switches to the new temporary composite sta tus and the temporary status is saved in the status drop down list 96 Inter Tel Model 8
150. s to enter the desired characters Note that letters correspond to the letters printed on dialpad buttons 2 9 The number of times a button is pressed determines which character is entered For example 77776444844 would enter SMITH When adjoining characters are located under the same but ton press Fwd once to advance to the next character For example 5666Fwd66337777 would enter JONES Press Fwd twice to leave a space or press Mute to backspace e Change to numeric mode Message lamp unlit Press the dialpad buttons to enter an extension number Press Mute to backspace 3 Press the SEARCH menu button to begin the search If desired you can use the PREVIOUS and NEXT menu buttons or the high low arrows next to the Volume button to move alphabetically through the directory 4 Press the CALL for IC or OUTSIDE DIR or ACCEPT for FEATURE DIR menu button to dial a number or feature code while it is displayed fe lt Zz 9 fe zZ NUMBER OF TIMES BUTTON IS PRESSED BUTTON 1 2 3 4 5 6 7 8 9 10 11 ENGLISH CHARACTERS JAPANESE CHARACTERS 1 amp 1 A l U E a 2 A B C 2 KI KU KE KO i 3 D E F 3 SA SHI SU SE so u 4 G H l 4 TA CHI TSU TE TO E 5 J K L or FF 5 NA NI NU NE NO o 6 M N O Nor 6 HA HI FU HE HO tsu 7 P Q R s 7 MA MI MU ME MO ya 8 T U V 8 YA YU YO 3 a yu 9 Ww X Y Z 9 RA RI RU RE RO yo 0 0 WA WO N pa ba long
151. s UC The Web address is in the format http lt UC Machine Name or IP Address gt uc It is the same address you use to log on to UC from your Web Client on your PC b Enter your account Username This is the same username that you use to log on to UC on your desktop PC c Enter your account Password This is the same password that you use to log on to UC on your desktop PC 2 Enable the Automatically log on option if you would like to log on automati cally to UC without entering the Web address username and password informa tion If this option is enabled the application will not prompt you for Web address username and password information unless you have not already provided it or the logon fails 3 Press OK in the upper right corner of the dialog box NOTE If you enter the wrong username password on three consecutive attempts an error message appears the logon dialog box closes and you must attempt another logon from the system tray menu To log off of UC Press the system tray icon then select Log off from the menu The UC view items on the main interface are disabled 94 Inter Tel Model 8690 User Guide ITP Mode USING UC VIEWS This section provides instructions on how to use UC features and options from your Model 8690 endpoint Placing a Call The most common task you can complete using UC is to place a call You can place a call using any of the following features in the UC view e
152. s for your system Your Model 8690 endpoint is compatible with the following Inter Tel software Inter Tel 5000 system software v1 0 and later Axxess system software v8 1 and later Unified Communicator v2 1 and later Enterprise Messaging v1 0 and later 20 Inter Tel Model 8690 User Guide ITP Mode GUIDELINES FOR USING THE MODEL 8690 ENDPOINT It is recommended that you read the following guidelines before using your Model 8690 endpoint Consult your system administrator and your local Inter Tel servicing company for important information about dialing emergency services from your Model 8690 before you begin using it There can only be one memory card PCMCIA or CF inserted when you power on the endpoint If you use both types of memory cards remove one card before powering up the endpoint Generally the endpoint should remain powered on at all times Do not power down the endpoint unless you are instructed to do so by your network administra tor If you are instructed to power down your endpoint save the registry first see page 14 If you do not save the registry your preferences will be lost when you power down the endpoint Consult your network administrator before setting options in the Advanced sub menu see page 39 Although you can access these options from the system tray menu you should not use them unless your network administrator has supplied you with all of the network settings and additional info
153. s not covered in this user guide If you need further assistance contact your local authorized Inter Tel reseller Resellers can be located using the Inter Tel Web site at www inter tel com All Inter Tel sales service and support are handled at the local level Ww Y e U z Z Y lt wi l 138 Inter Tel Model 8690 User Guide ITP Mode DEFAULT FEATURE CODES Use the blank spaces below to enter custom feature codes if necessary OUTSIDE LINE ACCESS CODES ACCESS CODE NAME ACCESS CODE NEW CODE Select Line Group 1 208 92001 92208 Automatic Route Selection 92000 Emergency Call 911 999 in Europe Outgoing Call 8 These defaults may differ depending on the software version EXTENSION NUMBERS EXTENSION NAME EXTENSION NUMBER NEW NUMBER Endpoint Extensions 1000 1999 Hunt Groups 2000 2299 Attendant 0 GENERAL FEATURE CODES FEATURE NAME FEATURE CODE NEW CODE Account Code Following Calls 391 Account Code Optional 390 ACD Agent Log In 326 ACD Agent Log Out 327 ACD Agent Log In Out 328 ACD Agent Wrap Up Terminate 329 Agent Help Request 375 Agent Help Reject 376 Answer Ringing Call 351 Automatic Intercom Access On Off 361 Automatic Line Access On Off 360 Automatic Line Answer 350 Background Music On Off 313 Call Forward All Calls 355 Call Forward If Busy 357 Call F
154. scribed below To terminate the ACD Agent wrap up period before the timer expires With the handset in the cradle dial G OG NOTE If you were not logged in to an ACD hunt group the display shows CANNOT ACCESS RESERVED FEATURE Inter Tel Model 8690 User Guide ITP Mode 91 z e 0 zZ gt e 92 Inter Tel Model 8690 User Guide ITP Mode SECTION CONTENTS PAGE INtrOdUCHION 2556 beets Gees triss irr nerne Eneka 94 Logging On and Off of UC 1 eee 94 Using UC Views 1 0 ccc eee eee 95 Placing a Gall 071141171707 dawa baba eee eee eee oe 95 Changing Web Client Options 045 95 Unified Communicator View 0 000 e eee eee 96 Changing Your Status 0 0 0 cece ee 96 Creating a Temporary Status a 96 Performing a Search cee eee 97 Redialing a Number 100 Running Feature Code Favorites 100 Working With the Speed Dial List 101 Messages VieW 2 0 cece eee eee eee eee eee 102 Call List VIEW 32013 00203 nG cee ee ee cece eee ee DAANG GANG 103 Call Log VIEW 22704 pa ieee dea ee KATAD eee ieee EDAD 107 Call Log Main Screen a 107 Call Details Dialog Box aa 110 Address Book View eee 111 Sorting Address Book Contacts 111 Filtering Address Book Contacts 112 Adding a Linked Contact 0000 eee eee 114 Call
155. shed entering digits It is not necessary to say Pound or Hash when using ASR The silence that fol lows your voice command replaces the El digit e While you are recording a message ASR is temporarily disabled therefore you cannot issue spoken commands to access options like pause and erase If you attempt to issue a spoken command while you are recording your recording will include the command you issued To access the pause and erase options you must press the appropriate dialpad digits e You cannot use ASR to set up your e mail password see page 123 For security reasons you must enter your e mail password characters by pressing the appro priate dialpad digits Entering passwords this way prevents others from overhear ing your password e If the system cannot interpret your voice commands for three consecutive attempts ASR is temporarily disabled by the system for the current call You can still complete tasks using the dialpad digits however you will no longer be prompted to say a command e You can temporarily disable ASR for the current call by selecting option eight from the main menu 18 Inter Tel Model 8690 User Guide ITP Mode WHAT YOU SEE AND HEAR Your Model 8690 endpoint and the telephone system come equipped with many fea tures To help you understand what everything means it is recommended that you read the following information before you use your endpoint The endpoint has a 640x480 pixel LC
156. showing an incoming call will trig ger UC to display the Call List view The Call List view allows you to see who is cur rently calling and also allows you to use the Call Control buttons to take action on the call When the call is no longer active the original view is restored When I set my preferences using the Options dialog box I opted to use large icons Because the large icons and text take up so much area in the tables that display the information how can I see all of the information that is displayed The large fonts option see page 111 increases the size of the text and icons when the information is presented in a table format such as the Address Book view Call List view etc However the overall size of the table remains the same whether you use large fonts or not Therefore large fonts will take up more table area and reduce the amount of information that you can view in the table at one time To view additional information when using large fonts you can scroll to the information using the verti cal and horizontal scroll bars If you notice that some of the information is cut off you can resize the column by moving the column bar in the heading to the right or the left Why can t I use the Agent Help or Record a Call features If your endpoint is configured to use peer to peer P2P audio you will not be able to use the Agent Help and Record A Call features when you are on a P2P call To deter mine if your endpoint is con
157. sition on the screen oar wns 7 Tap the screen to save the settings in the registry 8 Press OK 32 Inter Tel Model 8690 User Guide ITP Mode SETTING BACKLIGHT OPTIONS To save power and extend the life of the display you can set an option that will auto matically shut off the display s backlight When the endpoint remains inactive for the specified amount of time the display automatically goes into sleep mode and the screen goes dark To wake the screen either lift the handset or touch the screen An incoming call or input from an external mouse or keyboard will also wake the screen The default backlight timeout is four hours You can select a different backlight time out as explained below a m 4 zZ 7 s gt A 4 m i NOTE UC Message alerts see page 117 and status alerts see page 118 do not wake the screen however software upgrade prompts see page 42 do To change the default value for the backlight timeout Press Start Settings Control Panel Double press Display Select the Backlight tab Select the Automatically turn off backlight while on external power option Select the amount of time you want the endpoint to remain idle before the back light turns off Timeout choices include e minute O A Od N e 2 minutes e 5 minutes e 10 minutes e 15 minutes e 30 minutes e 1 hour e 4hours 6 Press OK Inter Tel Model
158. ssages each of which can be changed by the system administrator installer or programmer Your trainer or ki system administrator will give you a list of reminder messages for your system For z convenience you should update the following default list m DEFAULT MESSAGE NEW MESSAGE DEFAULT MESSAGE NEW MESSAGE 01 MEETING 11 CALL ENGINEERING 02 STAFF MEETING 12 CALL MARKETING 03 SALES MEETING 13 CALL ACCOUNTING 04 CANCEL MEETING 14 CANCEL DND 05 APPOINTMENT 15 CANCEL CALL FWD 06 PLACE CALL 16 TAKE MEDICATION 07 CALL CLIENT 17 MAKE RESERVATION 08 CALL CUSTOMER 18 REVIEW SCHEDULE 09 CALL HOME 19 LUNCH 10 CALL CORPORATE 20 REMINDER To request a reminder message 1 With the handset in the cradle dial PD 2 EITHER Dial the desired two digit number for the message that you want OR Press the Volume high button up arrow or Volume low button down arrow to scroll through the messages 3 While the desired message is displayed press Gp 4 Enter the time you wish to receive the message in hours and minutes For exam ple 0900 9 00 If you dial three digits such as 900 for 9 00 press If your system is set for 24 hour format you must enter the time appropriately e g 1400 2 00PM If your system is set for 12 hour display format press Hi for AM or E for PM To cancel all reminder message requests before they signal you With the handset in the
159. stem and the state of the displayed call The operating mode of the endpoint dictates which features are supported For example if the Record A Call feature is not enabled is not displayed Simi larly if the call is in a state that does not support the Record A Call feature i e on hold is not displayed When UC receives a call from a telephone number that it cannot match to a contact in the address book it uses positive Caller ID to try to identify the caller If the caller is identified as a contact in your address book a wizard automatically launches after you answer the call to allow you to save the new number for the contact The following instructions are for common tasks that you can perform using the Call List view 104 Inter Tel Model 8690 User Guide ITP Mode To save a new telephone number for an identified contact 1 Select the contact type to associate with the number e g Mobile Home etc 2 Press OK to store the number or Cancel to cancel 3 Select the check box if you do not want to be prompted to save numbers in the future You can also set this preference by navigating to My Account on the Web Client To place a call on hold 1 Select the call you want to place on hold 2 Press Hold The icon indicates that a call is on hold To answer a call on hold press To transfer a call using E228 1 Select the call you want to transfer 2 Press Transter 3 Ifyou want to transfer
160. step 4 If the list contains more than 10 matches you have the option to browse or filter the list skip step 4 and see step 5 4 If 10 or fewer matches are located you have the following options e Say Yes or press to accept the name that is played e Say Previous or press qj to browse to the previous name in the list e Say More or press to hear more information about the subscriber e Say Next or press to browse to the next name in the list e Say New or press to search for a new name e Say Cancel or press to exit the directory 5 If more than 10 matches are located the system prompts you to browse or filter the list Do one of the following e Say Yes or press to browse the list See step 4 for options e Say No or press to select the filter option and then respond to one of the following filter questions The system begins by asking you if the name you are searching for is the last name If it is say Yes press qj say the last name or spell the last name o Z Z fe zZ Ifyou did not respond to the first question the system asks if the name you are searching for is the first name If it is say Yes press gt say the first name or spell the first name After the list has been filtered by first or last name a smaller list of names is returned You can then browse the list and select the appropriate name see step 4
161. system adminis trator if you have questions about how your system is configured 8 Inter Tel Model 8690 User Guide ITP Mode Display and Menu The six line display area of the interface provides basic system information as well as a menu to access more advanced endpoint features The first line of the display con tains the extension and name of the user The lower four lines of the display contain menu options that change according to the feature that you are currently using To select an option on the menu press the menu button closest to it If there is only one option on a line you can press the button on either side You can also select the text in the display n 2 o z 0 lt fe Cc A gt lt Because the menu display can only support 16 characters you may see a few abbrevi ations The most commonly used abbreviations are provided in the table below w ABBREVIATION WORD PHRASE ACCT CODE Account Code CNF Conference DEST Destination DIR Directory DND Do Not Disturb EXT Extension MSG Message RCL Recall SPKR Speaker SPKRPHN Speakerphone STN SPD Station Speed Dial SYS SPD System Speed Dial TFR Transfer TG Trunk Group a group of outside lines TRNK Trunk an outside line Inter Tel Model 8690 User Guide ITP Mode 9 Unified Communicator Elements Unified Communicator UC is a productivity tool designed to help you manage your communica
162. t can be enabled or disabled on several differ ent levels When ASR is enabled for your mailbox you can issue spoken commands to navigate the voice mail menus ASR also allows subscribers and non subscribers to navigate automated attendant menus call routing applications and search the directo ries using voice commands z 14 3 gt o m T8 When you access voice mail if you are given the option to say a command or press a dialpad digit to complete a task then ASR is enabled for your mailbox If you are only prompted to press a dialpad digit ASR is not enabled for your mailbox If your mailbox is not ASR enabled you can still navigate the menus and perform tasks by pressing the appropriate dialpad digits when prompted by the system When using ASR follow these guidelines for best results e When completing a mailbox related task either say the command each time or press the dialpad digits each time e Use the handset when issuing spoken commands Your endpoint s speaker can pick up background noise and other sounds which may cause the system to mis interpret a command e Voice mail command words are shown on display endpoints If your endpoint has a display and you don t hear the command word when the prompt is announced look at the display for the appropriate voice command e When you use the dialpad digits to complete a task you are sometimes prompted to press to indicate to the system that you have fini
163. that notification could not be completed 76 Inter Tel Model 8690 User Guide ITP Mode SPEED DIALING Speed dialing allows you and your system administrator to store frequently dialed numbers for easy dialing Each number is stored on your endpoint Station Speed Dial or in the telephone system System Speed Dial and is identified by a location number Once programmed you can quickly dial these numbers by entering a feature code and dialing the desired location number Because the system supports both sta tion and system speed dial numbers you can have access to over 1000 stored num bers You can also use the speed dial buttons through the Unified Communicator interface see page 101 These buttons are not limited in the number you can have and they display real time status The Unified Communicator speed dial list and the speed dial functionality discussed here are not related Station Speed Dial You can program and use up to ten personal speed dial numbers on your endpoint To use a speed dial button you must e Store the number in a speed dial location o Ss z fe zZ e Associate a speed dial location with the new speed dial button NOTE You can use the Speed Dial feature even if your endpoint does not have programmable feature buttons Programming Station Speed Dial Numbers To store a speed dial number use the Station Speed Dial Programming feature code to program the number in a spee
164. the media type is indicated e Remote Messaging The system indicates if the Remote Messaging feature is enabled see page 75 It also alerts you if a programming error has been detected when attempting to place a Remote Messaging call To access your mailbox 1 Dial the voice mail extension number You hear the main menu 2 During or after the greeting say Login or press to identify yourself as a subscriber 3 Say or enter your mailbox number 4 Enter your mailbox password if programmed then pressqgg If you do not have a password press qm to bypass the password prompt See page 71 for information on programming passwords NOTE Generally saying Skip or pressing lt j during any voice mail operation will advance you to the next step For example when leaving a voice mail message for another voice mail user you can say Skip or press lt p to skip the person s introduc tory message and proceed directly to the recording phase Similarly while listening to messages you can say Skip or press p to skip the system generated voice prompts and proceed directly to the playback phase Also at any menu level you can say Cancel or press to cancel or return to the previous menu Inter Tel Model 8690 User Guide ITP Mode 29 z 14 O gt o m T8 DISABLING AND ENABLING ASR If your telephone system uses Enterprise Messaging EM your mailbox may have the Automati
165. the Call dialog box You can place a new call or transfer the selected call in your Call List to this contact To perform a search 1 Press Unified Communicator on the endpoint display 2 Press Search 3 Use the Input Panel to enter search information by contact or device name or by number o 5 o a 3 98 Inter Tel Model 8690 User Guide ITP Mode 4 When the search is complete do any of the following e To add the search result to the address book or speed dial list a Select the search result b Press Add to Address Book or Add to Speed Dial Adding a contact to your speed dial list automatically adds it to your address book e To place a call Press the a icon next to a contact to open a Call dialog box that lists the telephone numbers for the contact You can also double press a search result to open the place call dialog This icon does not appear if no numbers exist i e number field is blank Select from any of the following options Press one of the numbers in the list to initiate a call to that number Press Find Me to place a call to the account s primary device allowing the account s call routing rules to route the call to the appropriate loca tion This option is only available if the contact is linked to an account and the account has at least one device associated with it Ifthe contact is linked to an account with at least one device or if the contact is linked to a device there wil
166. ting invitations and responses such as those created with Microsoft Outlook Therefore e mail messages and meeting messages including invitations cancellations and responses can all be accessed by selecting option three on the main menu Envelope settings and options are identical for e mail and meeting messages however you can only accept tentatively accept and decline meetings using your e mail application When you access your e mail messages E Mail Reader first announces the message according to the envelope options you select see page 130 Then E Mail Reader reads the text in the body of the message After you access your message you can replay the message listen to the next or previous message replay the message enve lope save the message or delete the message In addition you can reply to the mes sage or forward a copy to another recipient When you select the reply option you are prompted to record a message and your reply is sent as an attachment in the form of a wav file If the e mail has multiple recipients you have the option of replying to just the sender or to all of the recipients When you forward an e mail message the e mail is converted to a fax and forwarded to the fax destination telephone number you specify NOTE The body of Outlook meeting messages contain links that E Mail Reader inter prets as text These links are displayed if you are using a third party mail application or Outlook Express
167. ting rules to route the call to the appropriate location This option is only available if the contact is linked to an account and the account has at least one device associated with it e Ifthe contact is linked to an account with at least one device or if the contact is linked to a device there will be two additional options in the popup menu Voicemail and Leave Message Press Voicemail to call the voice mail of the given person device Press Leave Message to leave a station message for the given person device If you leave a station message the station message is left at the current location or it is left at the primary device if the current location is not a UC device e 3 oO a 116 Inter Tel Model 8690 User Guide ITP Mode CALL ROUTING VIEW NOTE You must use the Web Client to set up your Call Routing rules and to create Greetings The Call Routing view allows you to view and enable or disable the call routing rules you created on your PC desktop using the UC Web Client To enable call routing select the Enable call routing option under the displayed call routing rules To view call routing rules 1 Press Call Routing on the endpoint display The list of call routing rules appears 2 To expand a rule and view rule steps Press the sign next to the rule To enable or disable a rule Press the icon next to the rule A green filled radio button BP indicates an enabled rule A red filled square button
168. tion effectively UC allows you to interact with the software through per sonal computers desktop endpoints cell phones handheld organizers and speech With multiple interfaces you can access features and functionality no matter where you are z 14 O gt Oo Q T8 The UC elements on the telephone interface consist of the system tray icon in the sys tem tray and the navigation buttons on the telephone interface Information about these elements appears below For instructions on how to use UC features and options on your endpoint see page 93 System Tray Icon When the client application is running the system tray icon appears in the Windows system tray The system tray is located in the lower right portion of the taskbar near the clock If you press the icon the system tray menu is displayed For menu options and instructions see page 35 The system tray icon represents the current UC status as one of the following D You are not currently logged on to UC 4 You are currently logged on to UC and your status is available Ei You are currently logged on to UC and your status is unavailable Navigation Buttons The navigation buttons on the interface provide access to UC views Pressing a navi gation button highlights the button and displays the associated view Pressing the but ton again closes the view At any time you can press the Display or Dialpad navigation buttons to return to the display or dialp
169. tocol SIP Mode 2 Setting account codes 81 backlight options 33 options 35 personal options 130 remote messaging 75 your e mail password 123 Setting Backlight Options 33 Setting Preferences 68 Show Desktop Icon 12 Simple Contacts Adding 113 Six Line Display 7 Skins 11 SMDR Station Message Detail Recording 81 Software Compatibility 12 26 Sorting Address Book Contacts 111 Sorting the Call Log 109 Speakers 3 Speed Dial button 101 list 101 Standard Account Codes 81 Standard Voice Mailbox Flowchart 149 Standard Web Client adding a linked contact 114 address book 114 filtering address book contacts 111 112 Static Contact Icons 98 Station Message 46 Station Message Detail Recording SMDR 81 Station Password 41 Station Speed Dial 77 Stylus 7 System hold 50 memory and storage 13 registry 14 speed dial 79 tray 10 trayicon 10 94 traymenu 35 System Administrator 134 System Forwarding 55 T Taskbar 12 Telephone Directory 82 Telephone Interface 7 Temporary Composite Status 96 Temporary Status 96 Timers 54 91 Touch Screen Backlight 19 33 Transfer Button 105 Transferring Calls 52 105 Type Ahead Search 105 U UC elements 10 navigation buttons 10 views 10 UC Views 10 Unavailable Status 96 Unified Communicator Elements 10 Unified Communicator View 96 Universal Serial Bus USB Client 4 Universal Serial Bus USB Host 4 Inter Tel Model 8690 User Guide ITP Mode 147 Using account codes
170. ts using the associated scroll buttons 6 Press OK 7 Save the registry see page 14 34 Inter Tel Model 8690 User Guide ITP Mode USING THE SYSTEM TRAY MENU To access the system tray menu press the system tray icon see page 10 to display the menu Menu accessible options are discussed throughout this section Setting Options The system tray menu provides access to the Options dialog box which allows you to set options for your client application The Options dialog box contains the Session Appearance Behavior Advanced and About tabs These tabs have options you can set and information about the endpoint The following instructions explain how to set the available options in the Options dia log box Some of these settings require information you must obtain from your net work administrator To open the Options dialog box press the system tray icon then select Options from the menu The Options dialog box opens to the Session tab Session Tab To set or edit options on the Session tab Enter the Web Address that you use to access UC Enter your account Username This is the same username that you use to log on to UC on your desktop PC Enter your account Password This is the same password that you use to log on to UC on your desktop PC 4 Enable the Automatically log on option if you would like UC to launch without having to enter the Web address username and password information If this option is e
171. umber to enter during the login procedure see Logging In and Out of ACD Hunt Groups The hunt group calls are routed to logged in agents according to their Agent ID number instead of their extension number Because the Agent ID is not associated with any extension the agent can use any endpoint in the system to log in e Members Ifthe hunt group is not programmed to use Agent IDs it will have a pre programmed list of endpoints and will send calls to the endpoints where agents are logged in Inter Tel Model 8690 User Guide ITP Mode 89 Logging In and Out of ACD Hunt Groups Agents can log in to and out of the ACD hunt group at any time While logged in the agent receives calls through the ACD hunt group When the agent is logged out calls to that ACD hunt group bypass the agent To log in to all of your ACD hunt groups at once using the ACD Agent Login Logout feature code With or without the handset lifted dial gt gt EP and enter your Agent ID if nec essary The display shows AGENT LOGGED IN TO ALL ACDS and you hear a confirmation tone NOTE This feature code acts as a toggle If you were already logged in the display shows AGENT LOGGED OUT OF ALL ACDS and you hear a confirmation tone To log in to one or more hunt groups using the ACD Agent Login feature code 1 With or without the handset lifted dial DEPBG B The display shows AGENT LOGIN ACD NUMBER 2 EITHER Enter the desired ACD hunt group number
172. us of someone in your UC speed dial list changes The alert information differs as follows e If the contact in your speed dial list is a device The alert indicates the person whose status changed and the new DND status of the device e If the contact in your speed dial list is an account The alert indicates the person whose status changed and the account s new status description NOTE The alert also includes a button you can press to place a call to the person whose status has changed Receiving Incoming Call Alerts The Incoming Call alert appears any time your endpoint receives an incoming call The alert indicates the caller ID if available and includes buttons you can press to answer the call or to send the call to the voice mail of your primary device You can configure your primary device on the Devices view of the Web Client on your PC NOTE UC searches your address book for a match in addition to using Caller ID infor mation to determine the true identity of the caller 3 v a 118 Inter Tel Model 8690 User Guide ITP Mode SECTION CONTENTS PAGE ge AA a aac 120 E Mail Reader Features 0c eee ee eee eee 121 Using Your Advanced Mailbox aaa 122 Setting Up Your E Mail Password aaaa 123 Accessing E Mail Messages 0 0 cece eee eee 125 Accessing Fax Messages 222 eee eee eee 128 Recovering Deleted Messages
173. ut Panel You can also enter the entire contact name or device extension 3 If there are too many results enter additional characters to refine the search The search results include all matching contacts in your address book all matching users and all matching devices in the system The search function automatically tries to eliminate duplicate results from the list If the search matches an account as well as one or more devices owned by the account then the search results will only display the matching account NOTE To select a range of items activate the Input Panel see page 13 Select the first item in your list press the SHIFT key on the Input Panel then select the last item in the list You can also select one item then press the CTRL key and select additional items 4 Press Add to Address Book The selected items are added as linked accounts and linked devices respectively NOTE Selecting the Add to Speed Dial button adds the result to the speed dial list and to the address book 5 Repeat steps 1 4 to add additional linked contacts To delete a contact from your address book 1 Press Address Book on the interface The address book with your contact infor mation appears 2 Select a contact and press Delete NOTE Removing a contact from the address book also removes it from the speed dial list 114 Inter Tel Model 8690 User Guide ITP Mode To access and edit address book contact
174. utton or lift and replace the handset NUMBER OF TIMES BUTTON IS PRESSED BUTTON 1 2 3 4 5 6 7 8 9 10 11 ENGLISH CHARACTERS JAPANESE CHARACTERS Waaa 0 4 14 ANINULETLOTla 2 A B Cc i 2 KI KU KE KO i 3 D E F 3 SA SHI SU SE so u 4 G H l 4 TA CHI TSU TE TO e 5 J K L Hor 5 NA NI NU NE NO o 6 M N O Nor 6 HA HI FU HE HO tsu 7 P Q R S 7 MA MI MU ME MO ya 8 T U V 8 YA YU YO 3 P yu 9 W X Y Z 9 RA RI RU RE RO yo 0 0 WA WO N pa ba long The Japanese characters are only available if the Multilingual feature is enabled and Japanese is installed as the secondary language The character available depends on the software version To cancel DND Press the DND menu button and then the DND OFF menu button 64 Inter Tel Model 8690 User Guide ITP Mode USING REMINDER MESSAGES Never be late for a meeting again With Reminder Messages you can program your endpoint up to 24 hours in advance to alert you at a specified time At the pro grammed time the reminder message signals you with eight short tones and your dis play shows the message If you are on a call you still hear the tones and the message displays for ten seconds Then the display returns after you hang up Reminder dis plays interrupt but do not affect programming al Your telephone system can have up to 20 different reminder me
175. when the endpoint is powered on 4 2 z 9 lt fe Cc Aa gt lt If you connect a USB keyboard you can configure the keyboard properties under Start Settings Control Panel Keyboard You can also use the USB host port to connect a mouse You can configure mouse properties under Start Settings Control Panel Mouse If you would like to connect both a mouse and a keyboard to the endpoint you will need to use two USB cables First connect the mouse to the keyboard and then con nect the keyboard to the USB host port on the endpoint The operating system recog nizes all daisy chained USB devices Message Indicator Lamp The Message Indicator lamp located at the top right corner of the endpoint flashes whenever there is one or more waiting messages In addition the display indicates the number of messages you have waiting See page 25 for instructions on retrieving mes sages NOTE By default the message lamp is programmed to light when you receive a new voice mail message However this lamp can be programmed for other functions Check with your system administrator if you are unsure what your endpoint s lamp is pro grammed to indicate If desired you can program the endpoint so that the message lamp does not flash even when new messages are waiting For details see page see see page 34 Inter Tel Model 8690 User Guide ITP Mode 5 Reset Button The Reset Button on the back of the e
176. ys tem administrator will give you a list of the programmed DND messages For conve o nience you should update the following default list zi DEFAULT MESSAGE NEW MESSAGE DEFAULT MESSAGE NEW MESSAGE 5 01 DO NOT DISTURB 11 OUT OF TOWN TIL 02 LEAVE A MESSAGE 12 OUT OF OFFICE 03 IN MEETING UNTIL 13 OUT UNTIL 04 IN MEETING 14 WITH A CLIENT 05 ON VACATION 15 WITH A GUEST HOLIDAY TIL 06 ON VACATION 16 UNAVAILABLE HOLIDAY 07 CALL ME AT 17 INCONFERENCE 08 AT THE DOCTOR 18 AWAY FROM DESK 09 ON A TRIP 19 GONE HOME 10 ON BREAK 20 OUT TO LUNCH Because the system DND message only uses one line of your display you can enter a second line of text up to 16 characters For example if you select 03 IN MEETING UNTIL as your first line of text you can enter 3 30 as your second line Callers with a display endpoint will then see IN MEETING UNTIL 3 30 NOTE By default call routing is enabled when running Unified Communicator If you do not want to receive calls while in DND or your status is unavailable either turn call routing off or create a rule for internal callers and external callers so that your calls are routed appropriately for example to voice mail If you want callers to know your DND status create greetings for each of the statuses on the system or create greetings for the statuses you use then use these greetings in routing rules based on the
177. ystem 3 Select the Memory tab NOTE While using the Memory tab you can re assign the system memory Check with your network administrator before adjusting this Inter Tel Model 8690 User Guide ITP Mode 13 System Registry The information stored in the Windows CE NET registry is not accessible The regis try contains a number of settings and preferences that are saved in two separate loca tions for backup purposes z 14 O o a T8 To safeguard registry settings it is recommended that you save the registry after you make changes to operating system preferences using the Control Panel and to UC preferences using the system tray menu If the endpoint loses power during a registry update the registry will be destroyed However the last saved version of the registry can be recovered upon reboot Saving the registry takes approximately 60 seconds to complete To avoid locking up the endpoint do not make additional changes to your preferences until the Registry Saved Successfully dialog box is displayed NOTE Normally the endpoint should remain powered on at all times If your system or network administrator tells you to power off your endpoint it is recommended that you save the registry first To save registry settings 1 Press Start Programs Save Registry 2 Press Yes to save registry settings When the Registry Saved Successfully message appears press OK Operati
178. ystem differs and how to use the features 2 Inter Tel Model 8690 User Guide ITP Mode ABOUT YOUR ENDPOINT Your Model 8690 is a desktop endpoint that uses the technology available with a Per sonal Data Assistant PDA The operating system on the endpoint is a customized version of Microsoft Windows CE NET 4 2 The Model 8690 has a Liquid Crystal Display LCD touch screen that displays a telephone interface with traditional tele phone elements that include a display dialpad feature buttons and menu buttons A stylus pen provides access to elements on the interface ww 2 o zZ 0 lt ie a gt lt Additional endpoint features include e Headset Jack Connects to a headset e Handset Jack Connects to a handset e Two Speakers Provide audio output e Message Indicator Lamp Flashes when you have a waiting message e Built In High Fidelity Microphone Allows you to use the endpoint handsfree e Hearing Aid Compatible HAC Handset Allows you to make and receive calls privately Headset Handset Jacks Speakers Message Indicator Lamp LT an LI re Pi Stylus Hearing Aid Compatible Microphone HAC Handset NOTE The Model 8690 is not designed to be wall mounted Inter Tel Model 8690 User Guide ITP Mode 3 z 14 O gt o m T8 Endpoint Connectors Your Model 8690 endpoint has various connectors that are required for an IP end point Two light e

Inter-Tel ENDPOINT 8690 User's Manual

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