User`s guide

System Administrator’s Guide – Release 7.2.3.x
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Revised: September 1, 2010
Page 40
9.6.1 Creating and Modifying Handset Preference Groups
To create a new Handset Preference Group, start by creating a copy an existing group, such as one of the
System Default groups, clicking on the existing group’s Copy
link. This will create a new group with the same
handset options as the original group. The new group’s name, settings, and handset assignments can be
modified by clicking the View
and then the Modify link on either the options section or the Handsets Assigned
to Group section.
The SIP Handset table displays the Handset Preference Group of each handset. Clicking on the group name
opens the group’s View page.
9.6.2 Adding Handset Preference Group Options to Handset Templates
A Handset Template is a combination of a Programmable Function Key (PFK) setup and Handset Preference
Group options. When a new phone is added, the “Active” Handset Template for its model (9212, 9224, etc.) is
automatically applied. To incorporate a Handset Preference Group into a new Handset Template, navigate to
the View Configuration page of an existing handset (Phone System / Handsets / View). Configure the PFKs,
choose a Handset Preference Group, and click Save in the Template Options section. Refer to Section 9.7,
Handset Templates for more information on creating and using Handset Templates.
9.6.3 Assigning Handsets to Handset Preference Groups
Handsets can be assigned to Handset Preference Groups in several different ways. When new handsets are
added, they are automatically assigned to the Handset Preference Group that is in the active Handset
Template . Therefore, if the factory default phone options are not appropriate for the site, time can be saved
by creating a custom Handset Preference Group and incorporating it into a new Active phone template before
adding the site’s handsets.
Handsets can be manually added to Handset Preference Groups in two ways. The first is through the
handset’s View Configuration page. Select the Modify
link of the Handset Preference Group section, choose
a group, then select the Update button. The second way is from the Handset Preference Group page.
Select the View
link of a group and then the Modify link of the Handsets Assigned To Group section.
Handsets can be viewed, added, and removed from a group. When a handset is removed, it is automatically
moved to the server’s PBX Station or Key System Station default group. To move a handset to a different
group, select the checkbox associated to the handset from within the desired group’s configuration page
(View / Modify Handsets Assigned To Group) or apply a handset template with a different Handset
Preferences Group.