Allworx® Phone Guide 9224 Updated April 16, 2013
Phone Guide – 9224 © 2013 Allworx Corp, a Windstream company. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopy, recording, or otherwise without the prior written permission of Allworx Corp. Software in this product is Copyright 2013 Allworx Corp, a Windstream company, or its vendors. All rights are reserved.
Phone Guide – 9224 Table of Contents 1 2 3 4 5 Getting Started .................................................................................. 1 1.1 Contents Checklist .................................................................... 1 1.2 Connect the Phone ................................................................... 1 Adjusting the Phone .......................................................................... 3 2.1 Base Assembly and Adjusting the Angle of the Phone............. 3 2.
Phone Guide – 9224 5.5 Auto Attendant ........................................................................ 18 5.6 Overhead Pages ..................................................................... 18 5.7 Activate Door Relay ................................................................ 19 5.8 Call Queues ............................................................................ 19 5.9 Shared Call Appearance ......................................................... 19 5.
Phone Guide – 9224 1 Getting Started 1.1 Contents Checklist Unpack the Allworx phone and applicable accessories, identify each item with the following checklist and inspect for missing items. • Allworx phone and base: Attach the base to the back of the phone. See 2.1 Base Assembly and Adjusting the Angle of the Phone for more information. • Handset with cord: Attach the cord to the jack on the back of the Allworx phone.
Phone Guide – 9224 If using Power over Ethernet (PoE), this is the power to the phone after connecting the Ethernet cable. Skip to step 4. If not using PoE, obtain a power supply, connect the power cable to the back of the phone in the DC jack ( ), and then plug into an outlet. Allworx recommends using a surge protector. 4. View the initialization progress on the phone’s screen.
Phone Guide – 9224 2 Adjusting the Phone 2.1 Base Assembly and Adjusting the Angle of the Phone Users can adjust the Allworx phone base angle so that the Allworx Phone is easy to use and read the screen while sitting on a desk. To adjust the phone: 1. Remove the handset from the hook and lay the phone face down on a soft surface with the top pointed away. 2. Hold the base with the fixed tabs facing the bottom of the phone. 3.
Phone Guide – 9224 a. Navigate to www.Allworx.com. b. Click the Support button, and then click Resources. c. Scroll to the Documentation section and locate the IP Phones section of the table, the specific phone model section, and then the template. d. Follow the instructions to create the PFK labels. . 4. Position the label onto the plastic label cover. Hold the label in place and snap the cover in place on the phone. 0. 2.
Phone Guide – 9224 The mounting plate has mounting studs to receive the telephone base and positioned to secure the Allworx phone flush to the wall surface. Remove the Allworx phone base and mount the phone over the mounting plate studs. All power and RJ 45 cable connections should exit between the phone body and the phone base and then routed to the network connection and/or a power connection. Leviton 4108W-0SP Toll Free 1-866-ALLWORX • 585-421-3850 • www.allworx.
Phone Guide – 9224 3 Allworx Phone Overview The Allworx Server Administrator pre-configures the phone for either PBX (Private Branch Exchange) or Key System mode of operation. This affects the functionality of each programmable button on the phone. For Allworx Server Software Release 7.5 and later, the phone LCD screen backlight turns off after 2 minutes of inactivity. To turn on the backlight, lift the handset off the hook or press a button. 3.
Phone Guide – 9224 Function Keys (PFKs) to the phone. The Allworx 9224 phone supports up to three telephone expanders, which links up to 96 Programmable Function Keys with one phone. 3.2 Buttons • Keypad: Use the numeric keypad to dial phone numbers or to enter PIN numbers/ passwords. • Navigation: Use the up or down navigation arrows to move through the phone screen options. Use the center button to Select or Save settings.
Phone Guide – 9224 Audio Message Center: A welcome message plays and indicates the number of new voicemail messages. Follow the prompts to manage the voicemail messages. Note: The Allworx System Administrator can change the function of the Messages button so that pressing it immediately calls the Audio Message Center. If this occurs, the Visual Message Center operation is not available. 3.3.2 Intercom The Intercom button enables using the phone as an intercommunication system between two handsets.
Phone Guide – 9224 3. Select another Call Appearance PFK and dial the number of the second person for the conference call. 4. Press the CONF button. All three callers join in the conference. The CONF button illuminates solid green. 0. One party may hang up to exit the conference; the remaining two parties continue to be connected. To have a private conversation with one of the parties, split the conference: a.
Phone Guide – 9224 Note: The Allworx Server Administrator may configure this method for server 7.4 and greater based on the phone configuration. 1. Press the TRANSFER button. This places the current call on hold. Key System Mode: To transfer a call to an external party, press a free Line Appearance PFK, and then dial the phone number. PBX Mode: Continue to step 2. 2. Wait for the dial tone, and then dial the number to transfer the call. 3.
Phone Guide – 9224 Attended (Announced) Transfer: Talk to the recipient. 2. Hang up, press the TRANSFER button, or press the XFER softkey to complete the transfer. 0. Note: The phone configuration may not enable users to stay on the line to announce the transfer. Use the procedure in Section 4.4.1, Allworx Server Software 7.3 or Lower for Announced transfers. To do a two-step transfer: If a key is unable for the intended recipient, press the TRANSFER button and dial the number: 1.
Phone Guide – 9224 3. Hang up, press the TRANSFER button, or press the XFER softkey to complete the transfer. 0. 3.3.5 Release Use the RELEASE button to end an active call or to abort a new call setup, such as the middle of a transfer operation. 3.3.6 Park PBX Behavior on a call appearance: To park an active call, press the PARK 1 button. The phone briefly displays the parking orbit extension of the call.
Phone Guide – 9224 3. Press the INFO button a second time or let the LCD screen time out to exit the description screen. 0. 3.3.8 Speaker Press the SPEAKER button for hands-free use of the phone. When using the handset, press the SPEAKER button and the button is solid green while in use. Then place the handset on hook. Take the handset off the hook to continue using it. When finished with the call, press the SPEAKER button to hang up. Note: While using a headset, use the SPEAKER button to activate it.
Phone Guide – 9224 3. Pick up the handset to take the call off hold. If more than one call is on hold, the most recent call connects. The caller ID of the call picked up displays. Pick up a different call on hold: press the flashing PFK for that call or use the UP / DOWN scroll soft keys to display the call on the screen, and then pick up the handset. While on a call on hold and a new call comes in, lift the handset to answer the new call. 4. Hang up the handset when finished. 0.
Phone Guide – 9224 4 Phone Operation 4.1 Place a Call • Call Appearance PFK: place extension-to-extension calls or to obtain † an outside line (must dial 9 first). • Line Appearance PFK: seizes the outside line without dialing 9 first. • Speed Dial PFK: automatically dials the programmed number. 4.2 † Receive a Call For incoming calls, the audible indicator rings and a Call Appearance or Line Appearance PFK flashes, unless configured otherwise. Press the PFK.
Phone Guide – 9224 3. Press the SPEAKER button to disconnect the call when finished. Note: 4.5 0. The Allworx Server Administrator can create a PFK to activate the headset instead of using the SPEAKER button. Directory Dialing 1. Press the UP / DOWN scroll soft keys to view a list of all User Extensions, System Extensions, and Speed Dial numbers by Name or Description. While the handset is off the hook, the rightmost soft key changes to the directory listing option: PHONEBK. Press to initiate. 2.
Phone Guide – 9224 1. Press the PRESNCE (presence) soft key. 2. Press the UP / DOWN scroll soft keys to view the presence states. 3. Press the SELECT button to change the presence. The Presence setting changes, the default LCD screen displays, and all inbound calls follows the call route for this presence state. The MUTE/DND button flashes amber to indicate a presence setting other than “In Office”. 0. 4.
Phone Guide – 9224 5 Phone Features 5.1 Operator 2 Dialing (or transferring to) 0 initiates a call to the company operator. 5.2 User / Resource Extensions † Dialing any extension between the range of 100 – 299 (three-digit mode) or † 1000 – 2999 (four-digit mode) connects a call to another user or to a call route (set up by the System Administrator). 5.3 Leave a User a Voicemail † Dialing 3 + user extension connects to the user’s voicemail. If the Allworx server is running software release 7.
Phone Guide – 9224 5.7 Activate Door Relay If configuring and connecting the system to a Door Relay, dialing extension † 403 activates the relay. 5.8 Call Queues 5.8.1 “Ring All” Queuing Users can log into and out of queues, if the site uses Ring All Queuing. The phone automatically logs into the Queue after powering up. To log into a Queue: 1. Press and hold the corresponding Queue PFK on the phone. 2. Wait for the flashing Queue PFK light. If calls are waiting, it flashes green.
Phone Guide – 9224 There are two use cases for shared call appearances: • Call Group – Users with similar business needs or tasks assigned to a group can answer any call to the group handsets. A handset places the call on hold and another handset can retrieve the call. • Executive/Assistant Arrangement – An appearance exists on the handsets of both an executive and assistant. The assistant may answer the calls to the executive and place them on hold for the executive to pick up.
Phone Guide – 9224 Fast Flashing Red An inbound call to the Shared Call Appearance is occurring on a handset Ringing set to Do Not Disturb (DND). User can answer call. Slow Flashing Green Active call is on-hold (locally or remotely). Any Shared Call Appearance On-hold participant can retrieve the call.
Phone Guide – 9224 If a phone not in the Shared Call Appearance group picks up a call, that call is no longer a part of that Shared Call Appearance. For example, if a nonShared Call Appearance phone picks up the call and places it on hold, it is a “normal” hold and not one of the Shared Call Appearance hold types. 5.9.6 Active Calls An active inbound call on a Shared Call Appearance line (or connecting an outbound call), renders the line unavailable to all other phones using the Shared Call Appearance.
Phone Guide – 9224 5.9.9 Bridged Hold A Bridged Hold places a Shared Call Appearance call on hold and is retrievable by a second designated handset that is part of the Shared Call Appearance. Place an intercom call to the handset within the same Shared Call Appearance. This bridges the hold to the second handset automatically, and enables the second handset to resume the held call by selecting the flashing Shared Call Appearance PFK.
Phone Guide – 9224 3. Use the UP / DOWN and SELECT softkeys to select and log into queue(s). If the system assigns the user to only one queue, skip this step. 4. Enter the voicemail password (or user’s PIN) using the phone dial pad and softkeys. 0. The ACD Appearance PFK turns off after logging in and ready to receive calls. The amber PFK indicates this is the only agent logged into the queue. To log out or change queues: 1. Press and hold the PFK for five seconds. The ACD queue list displays. 2.
Phone Guide – 9224 5.13 Conference Center † Dial 408 to access the optional Conference Center feature. Refer to the Allworx User’s Guide. 5.14 Allworx Message Center If the Allworx server is running software release 7.2 or lower, press the MESSAGES button to call the Audio Message Center. Users can login and listen to the messages. If the Allworx server is running software release 7.
Phone Guide – 9224 5.16 Park Press the PARK button to park a call. The Allworx Server Administrator defines the maximum wait time of parked call and the subsequent routing. 5.16.1 Park a Call on a Line Appearance PFK Parking a call on a Line Appearance PFK resembles a “system-wide hold”. Any phone with a Line Appearance PFK assigned to the same outside line can retrieve the call. Available a system configured for Key System Behavior. 5.16.
Phone Guide – 9224 Amber The handset parked a call within the last five seconds. Flashing Green (slow) The handset parked a call more than five seconds ago. Flashing Red (slow) The handset did not park the call in the Parking Orbit. Flashing PFK Any user can pick up the call in the Parking Orbit by pressing the PFK. Red One or more calls parked in the assigned Parking Orbits.
Phone Guide – 9224 6 Advanced Options 6.1 Phone Configuration Menu Select the CONFIG soft key to view the following options: • • • • Personal Speed Dial Preferences Reboot Phone Hot Desk Login** • • • • Clear Call History Network Settings* Network Profiles *** Current Status/Info* • • • • Statistics* Refresh Directory Save Settings Set Factory Defaults* * Indicates the option is only available to the Allworx Server Administrator.
Phone Guide – 9224 It may be necessary to enter multiple pauses for the auto answer system to accept the number. 5. Use the keypad to enter a name for the speed dial, and then press the SELECT button . 0. The ‘#’ key puts a space between characters. The DOWN soft key acts as a backspace. 6.2.2 Using a Personal Speed Dial 1. Pick up a line. 2. Press the SPDIAL soft key. 3. Enter the speed dial number on the keypad. The phone places a call to the speed dial extension. 0. 6.3 Preferences 1.
Phone Guide – 9224 Preference Setting Description • Timer • On Hook and Timer Redial Memory Store the last number dialed in the phone. Options include: Audible Dialing Hear tones when pressing a key. Options include: Call Timer Display Display the length of a phone call. Options include: Intercom Auto Answer Automatically answer an incoming intercom call using Intercom/Speakerphone. Options include: On Hook Dialing Enable speaker mode when pressing a number on the keypad.
Phone Guide – 9224 Preference Setting Description Auto Retrieve Calls Retrieve the on hold call automatically when the taking handset off call. Options include: Missed Call Tracking Track missed call appearances. Options include: Parking Orbit Pop-ups Display the Parking Orbit after parking the call. Options include: Hold Button Operation Set the HOLD button function. Options include: Force Auto Answer Answer incoming calls automatically.
Phone Guide – 9224 Preference Setting Family Description ringtone. • • Ringtone Family 1 – Default ringtones. Ringtone Family 2 through Family 4 – Same as default, pitch is different. Ringtone Family 5 – Useful in differentiating between call types on the phone (internal/external calls, calls from specific caller IDs, etc.) by using different ring styles, i.e., triple rings.
Phone Guide – 9224 If there are any unsaved changes, the system asks to save the changes before rebooting. Select the YES soft key to save any changes OR select NO to cancel changes made. 4. Select the YES soft key on the confirmation prompt to reboot. 0. 6.5 Hot Desk Login “Hot Desking” enables users to temporarily log into a shared phone. Once logged in, the system directs the calls to the shared phone and outgoing calls use the new caller ID. To perform a Hot Desk login: 1. Press the CONFIG soft key.
Phone Guide – 9224 6.7 Refresh Directory If new users or extensions have been set up on the Allworx server, the onphone directory automatically updates after some delay. To update the directory immediately: 1. Press the CONFIG soft key. 2. Use the UP / DOWN scroll soft keys to highlight the Refresh Directory option. 3. Press the SELECT button . 4. Press the EXIT soft key to exit the Refreshing the Directory screen. 0.
Phone Guide – 9224 Changes and Modification not expressly approved by the manufacturer or registrant of this equipment can void the authority to operate this equipment under Federal Communications Commission’s rules. The optional wall mount switching Power Supply has the following specifications: Input voltage is 100-240VAC, 50/60Hz 450mA. Output voltage is 24VDC @ 400mA. UL listed. Output connector size is 5.5 mm x 2.5 mm (inner diameter) with center positive. This product adheres to the IEEE 802.
Toll Free 1-866-ALLWORX • 585-421-3850 www.allworx.
