Model 8690 Session Initiation Protocol Mode User Guide
Notice This Inter-Tel® user guide is released by Inter-Tel, Inc. as a guide for end-users. It provides 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.
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CONTENTS PAGE FINDING YOUR WAY Table of Contents FINDING YOUR WAY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Telephone Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CONTENTS PAGE MOVING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Setting Endpoint Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FINDING YOUR WAY Finding Your Way SECTION CONTENTS PAGE Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About Your Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Endpoint Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Optional USB Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FINDING YOUR WAY 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 features and options are enabled on the endpoint. This guide is for the Model 8690 endpoint operating in SIP mode.
Your Model 8690 is a desktop endpoint that uses the technology available with a Personal 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 telephone elements that include a display, dialpad, feature buttons, and menu buttons. A stylus pen provides access to elements on the interface.
FINDING YOUR WAY Endpoint Connectors Your Model 8690 endpoint has various connectors that are required for an IP endpoint. Two light-emitting diodes (LEDs) on the PC ports and LAN/Power jack indicate 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 endpoint.
You can connect a standard USB device to your Model 8690 endpoint using a standard USB cable (not included) connected to the USB host port on the back of the endpoint (see page 4). The operating system will automatically detect the device when the endpoint is powered on. 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.
FINDING YOUR WAY Reset Button If your endpoint is equipped with a reset button on the back, pressing it immediately shuts down the operating system and any applications that are currently running on the endpoint, 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.
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 telephone and voice mail features from the Model 8690 just like a conventional Inter-Tel endpoint. The interface includes the following elements: • Navigation buttons: Provide access to UC views (see page 10). • Six-line display: Provides extension and system information and a menu for accessing additional options or features.
FINDING YOUR WAY 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. BUTTON IF YOU... YOU CAN... PG. Mute Press Mute Mute the microphone. 22 Fwd Press Fwd Forward your calls. 48 Answer Press Answer Answer a call. 45 Speaker Press Speaker Put a call on the speaker. 22 Press Outgoing and dial the number Place an outgoing call.
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 contains 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.
FINDING YOUR WAY Unified Communicator Elements Unified Communicator (UC) is a productivity tool designed to help you manage your communication effectively. UC allows you to interact with the software through personal computers, desktop endpoints, cell phones, handheld organizers, and speech. With multiple interfaces, you can access features and functionality, no matter where you are.
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 Globe (Default Skin) Heavy Metal Flower Power To select an interface skin: 1. Press the system tray icon (see page 10), then select Options from the menu. The Options dialog box opens to the Session tab. 2.
FINDING YOUR WAY ABOUT THE OPERATING SYSTEM The operating system on the Model 8690 is a customized version of Microsoft Windows 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.
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 ( ) located in the far-right corner of the taskbar. Then select LargeKB (large keyboard). You can relocate the Input Panel by pressing the title bar with the stylus and dragging it to another area of the screen.
FINDING YOUR WAY System Registry The information stored in the Windows CE .NET registry is not accessible. The registry contains a number of settings and preferences that are saved in two separate locations for backup purposes. 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.
Your endpoint allows you to communicate with other devices on your network using a text-based standards protocol called Session Initiation Protocol (SIP). SIP is used for initiating interactive communication sessions, which includes establishing, maintaining, and terminating calls between two or more network endpoints (digital endpoints, wireless endpoints, SIP-enabled computer applications, etc.).
FINDING YOUR WAY Inter-Tel voice mail systems support the following types of mailboxes: • 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 customize your personal mailbox options, and access advanced messaging features. See page 95 for information and instructions about using E-Mail Reader features. For a voice mail flowchart for advanced mailbox users, see page 107.
Enterprise Messaging (EM) is the Inter-Tel messaging system that uses industry-standard protocols for communication and messaging. EM unifies communication and messaging by providing access to voice mail, fax, and e-mail messages in your mailbox. The EM system provides voice mail users with the following advanced messaging features: • Automatic Speech Recognition (ASR): ASR can be enabled for the entire system or it can be enabled for specific applications (like voice mail) or mailboxes.
FINDING YOUR WAY Automatic Speech Recognition (ASR) Automatic Speech Recognition (ASR) is a feature available for systems using EM. Because ASR is a very flexible feature, it can be enabled or disabled on several different 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 directories using voice commands.
Your Model 8690 endpoint and the telephone system come equipped with many features. 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 LCD 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.
FINDING YOUR WAY • 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 handset 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.
It is recommended that you read the following guidelines before using your Model 8690: • 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.
FINDING YOUR WAY 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 microphone, 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. To adjust the viewing angle of the endpoint: 1. Position the bottom of the endpoint’s base on a flat surface. 2.
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.
FINDING YOUR WAY 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. Although voice mail displays are not supported in SIP mode, audio prompts are supported. NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled.
FINDING YOUR WAY 6. After the tone, record your first and last name. 7. When prompted, do one of the following: • • • • Say “Accept” or press # again to accept the name. Say “Replay” or press 1 to replay the name you just recorded. Say “Append” or press 2 to add to your name. Say “Re-record” or press 3 to erase and re-record your name. NOTE: The system then plays a prompt that introduces you to the basic voice mail system features.
FINDING YOUR WAY To record/change your personal greeting: 1. Access your mailbox as described on page 27. 2. Say “Personal” or press 4 to select the Personal Options Menu. 3. Say “Greeting” or press 1 to record/change your personal greeting. 4. Do one of the following: • Say “Primary” or press 1 to record and/or enable your primary greeting. • Say “Alternate” or press 2 to record and/or enable your alternate greeting. • Say “System” or press 3 to enable the system default mailbox greeting. 5.
If you have a message waiting in your mailbox, you must access your mailbox to retrieve it. Although voice mail displays are not supported in SIP mode, audio prompts are supported. 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 dialpad button. See page 18 for ASR guidelines.
FINDING YOUR WAY DISABLING AND ENABLING ASR 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 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.
Getting Started SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (SIP Mode) 30 30 31 32 33 33 37 37 39 40 40 40 41 42 43 43 44 44 45 45 46 46 47 47 47 47 48 48 48 49 49 50 50 52 53 55 55 GETTING STARTED Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Calibrating the Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Backlight Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring VLAN Ports . . .
GETTING STARTED INTRODUCTION Now that you know what your endpoint can do, it’s time to start using it. In this section, 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 endpoint to be logged on to UC. For instructions on how to use UC advanced features on your endpoint, see page 69.
SETTING BACKLIGHT OPTIONS The default backlight timeout is four hours. You can select a different backlight timeout as explained below. NOTE: UC Message alerts (see page 93) and status alerts (see page 94) do not “wake” the screen, however software upgrade prompts (see page 40) do. To change the default value for the backlight timeout: 1. Press Start - Settings - Control Panel. 2. Double-press Display. 3. Select the Backlight tab. 4.
CONFIGURING VLAN PORTS To improve voice quality and security, your network administrator may place your endpoint in a Virtual Local Area Network (VLAN). GETTING STARTED 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.
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 following instructions explain how to set the available options in the Options dialog box. Some of these settings require information you must obtain from your network administrator. To open the Options dialog box, press the system tray icon, then select Options from the menu.
Appearances Tab GETTING STARTED 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 information will be displayed.
Advanced Tab NOTE: Typically, you would 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.
4. Enable or disable the following options: • 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 GETTING STARTED 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.
Adding a .NET Passport NOTE: This option is only available when you are logged on to UC. 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 dialog box allows you to enter information, but the functionality has been disabled.
Auto Upgrade and Pending Upgrades GETTING STARTED 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 normally. If there is an upgrade available, the Software Upgrade dialog box opens, and you are prompted to install the upgrade.
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. GETTING STARTED 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. Default Configuration The Default Configuration option restores the endpoint configuration to its default state.
INSTALLING SOFTWARE AND FIRMWARE UPGRADES GETTING STARTED 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 38) on the Advanced submenu allows you to manually search for new software versions, and access pending upgrades.
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. It is imperative that you do not interrupt the operating system process before it completes. Do not disconnect the endpoint from it’s power source or attempt to use the endpoint during the download process.
Installing a New Version of Software or Firmware GETTING STARTED 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 have a built-in hard drive.
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. 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.
Placing Outside Calls With outside calls, you can talk to people who aren’t members of your telephone system. When you make an outside call, however, you must dial any area codes or long distance digits that your telephone company requires. GETTING STARTED To place an outside call: 1. With or without the handset lifted, press Outgoing or the OUTGOING menu button. 2. Dial the desired number.
Receiving Calls When you receive an intercom or outside call, you can either answer the call or redirect it (see page 49). To receive an intercom or outside call, do one of the following: • Press the ANSWER menu button. Press Answer. • Lift the handset. Instead of answering a ringing call, you can press one of the following menu buttons: • SEND TO V-MAIL: Sends the call directly to your voice mailbox. This option is not available if you do not have a mailbox.
PLACING CALLS ON HOLD GETTING STARTED Your endpoint allows you to place up to two calls on hold. To place a call on Hold: 1. Press Hold. 2. Hang up or place another call. To return to a call that is on hold: Lift the handset and press Hold. PLACING CONFERENCE CALLS With the Conference feature, you can establish a conference call with a total of three intercom and/or outside parties. To place a conference call: 4 5 1. While on the first call, press , and then 3 to put the call on hold. 2.
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. 1. Press the TRANSFER menu button. 2. Dial the desired extension number. 3. 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.
USING REVERSE TRANSFER The Reverse Transfer (Call Pick Up) feature allows you to answer a call that is ringing 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. GETTING STARTED To answer a call ringing or holding at another endpoint: 1. Lift the handset and dial 4 . 2. Dial the extension where the call is ringing or holding.
Redirect Call The Redirect Call feature allows you to forward any call that is ringing on your endpoint without having to answer the call. NOTE: You cannot redirect calls to an extension that is in DND or to a restricted outGETTING STARTED side number. To redirect a call to an extension number: 3 1 1. EITHER, Press and dial 3 . OR, Press the SEND TO DEST menu button. 2. Dial the extension number. To redirect a call to an outside telephone number: 3 1 1. EITHER, Press and dial 3 .
ACCESSING VOICE MAIL MESSAGES When you access your mailbox, you can listen to new and saved voice mail messages. After listening to your voice mail messages you can access the associated options. GETTING STARTED 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 dialpad button. See page 18 for ASR guidelines.
5. When the message has finished playing, you have the following options: 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. Inter-Tel® Model 8690 User Guide (SIP Mode) 51 GETTING STARTED • Say “Replay” or press 1 to replay the message from the beginning. • Say “Reply” or press 2 to reply to the message.
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. GETTING STARTED NOTE: If E-Mail Reader is enabled for your mailbox, you can also recover deleted email and fax messages.
Recording and Sending Voice Mail Messages You can record and send voice mail messages by accessing the record option on the main menu. To record and send voice mail messages: 1. Access your mailbox as described on page 27. 2. Say “Record” or press 2 . 3. 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.
GETTING STARTED • Say or enter the 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. • Say “Options” or press 9 to use special delivery options. You can then use one or more of the following options: – Say “Private” or press 1 to mark the message “private.
Canceling Unheard Voice Mail Messages You can cancel unretrieved messages that you have sent to individuals, but not messages that you sent to group lists. 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. 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.
GETTING STARTED 56 Inter-Tel® Model 8690 User Guide (SIP Mode)
Moving On SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (SIP Mode) MOVING ON Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Setting Endpoint Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Changing Volume Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Selecting a Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Setting Mailbox Preferences . . . . . . . . . . . . . . . . . . . . . .
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 the voice mail directory, 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.
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 endpoint. Inter-Tel® Model 8690 User Guide (SIP Mode) 59 MOVING ON To select the type of ring tone for your endpoint: 9 8 1. With the handset in the cradle, dial 3 . 2. Do one of the following to select your ring tone: • Press 0 or the RINGER OFF menu button for no ringing.
SETTING MAILBOX PREFERENCES Your mailbox contains personal options to allow you to customize voice mail functions. However, before you change your voice mail options, you must first initialize your mailbox (see page 24). Although voice mail displays are not supported in SIP mode, audio prompts are supported. NOTE: If your telephone system uses Enterprise Messaging (EM), your mailbox may have the Automatic Speech Recognition (ASR) feature enabled.
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.
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: • Unannounced Calls: Calls are sent directly to your extension.
Programming a Fax Destination With the Inter-Tel voice processing system, when you specify a fax destination number for your mailbox, callers can access your mailbox to send a fax to your fax machine. To change your fax destination number: 1. Access your mailbox as described on page 27. 2. Say “Personal” or press 4 to select the Personal Options Menu. 3. Say “More” or press 9 for More Options. 4. Say “Number” or press 1 . 5. Say or enter the number of your fax destination.
Programming Remote Messaging NOTE: The Remote Messaging 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. ALSO: The remote messaging feature is supported for voice mail messages only. If EMail Reader is enabled for your mailbox, you cannot use remote messaging for e-mail and fax messages. With Remote Messaging, you can program voice mail to call you when your mailbox receives new voice mail messages.
5. Say “Days” or press . Then select one of the following: • Say “Weekdays” or press 1 for Monday-Friday. • Say “Days” or press 2 for all days. • Say “Day” or press 3 to select individual days. You are prompted to say or press numbers 1-7 which correspond to the days Sunday through Saturday. 6. Say “Time” or press 2 . 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).
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 62), calls from voice mail may be unannounced, announce only, or screened. MOVING ON When your mailbox is programmed for screened calls, you have the following options when you receive a transfer: 66 • Say “Accept” or press # to accept the call.
USING THE VOICE MAIL DIRECTORY With the voice mail directory, subscribers and non-subscribers can use ASR (if enabled) or dialpad buttons 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 buttons (see table below).
To perform a directory search: 1. Dial the voice mail number. 2. Say “Directory” or press # . 3. Say the last name of the person you are searching for or press the appropriate dialpad buttons to spell the name (see page 67). If 10 or fewer matches are located, you can access and browse the list immediately (see 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.
Using UC SECTION CONTENTS PAGE Inter-Tel® Model 8690 User Guide (SIP Mode) 70 70 71 71 71 72 72 72 73 76 76 77 78 79 83 83 86 87 87 88 90 93 93 94 94 USING UC Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Logging On and Off of UC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using UC Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 71). In addition, some UC options can only be changed or implemented from the Web Client.
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.
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 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 entries. You can use this list to change your status to any of the saved status entries.
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.
Device icons 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.
4. When the search is complete, do any of the following: • 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. • To place a call: Press the 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.
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.
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.
MESSAGES VIEW The Messages view displays a list of voice mail, station, and system messages. Additional details are provided when pressing . The messages are listed in a table containing the following columns: • 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 message.
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).
• Call Control Buttons: Below the call list, buttons appear that allow you to control the selected call(s). If you select a call from the call list, the state of the call determines which Call Control buttons are displayed. Call Control buttons include: 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.
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 . The icon indicates that a call is on hold.
To create a conference call, use one of the following options: • If you want to conference selected or holding calls: Select two or more connected or holding calls in your call list. Press . • If you want to conference all calls: With one call selected, press . 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.
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.
• 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.
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 log by date and time, name and number, or call result. 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 then press Delete. The entry is deleted from the list. Inter-Tel® Model 8690 User Guide (SIP Mode) 85 USING UC To return a call: 1.
Call Details Dialog Box The call log Details dialog box displays the following call information: • Type: Displays the call type (incoming or outgoing) with an icon (see page 80) and text. • Date/Time: Displays the date and time the call came in. • 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 80 for a description of the icons.
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.
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: • Press the following tabs to filter a subset of your contacts: – #: Filters contacts to display only those names that start with non-alphabetic characters. – ABC through YZ: Filters contacts by the selected letter(s).
2. Check the Status column for text information about the current account or device status. To add a simple contact to your address book: 1. Press Address Book on the endpoint display. (The list appears empty if no contacts have been added.) 2. Press Add Contact. 3. Enter the following information for this contact: • Name (see page 91) • Work (see page 91) • Home (see page 92) 4. Press OK. The information is saved for your address book, only and the newly added simple contact appears in the address book.
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 73) or the call log main screen (see page 83). To add a linked contact: 1. Press Unified Communicator on the interface, then press Search. 2.
To access and edit address book contact 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.
• 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. USING UC 4. Press OK. To place a call from the Address Book view: 1.
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.
Receiving Status Change Alerts The Status Change alert appears any time a status of someone in your UC speed-dial list changes. The alert information differs as follows: • 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. • 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.
Using E-Mail Reader SECTION CONTENTS PAGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 E-Mail Reader Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Using Your Advanced Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Setting Up Your E-Mail Password . . . . . . . . . . . . . . . . . . . . . . . 99 Accessing E-Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 16).
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 Textto-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.
USING YOUR ADVANCED MAILBOX After you set up your mailbox (see page 24), 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 mailbox, manage your messages, and screen your calls.
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 does one of the following: • Set up your mailbox (see page 24) • 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.
To enter your e-mail password: NOTE: To repeat menu instructions, say “Help” or press at any time. 0 ALSO: If you enter an incorrect password, or if you choose to skip setting a new E-Mail Reader password, the Main Menu E-Mail Reader Count option (see page 103) is automatically disabled to prevent having to hear the invalid password prompt for each subsequent login and to protect against being locked out from your e-mail account. 1. Access your mailbox as described on page 27.
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 cannot be programmed to indicate that you have received a new e-mail message. E-Mail Reader does not distinguish between conventional e-mail messages and meeting invitations and responses.
To access your e-mail with E-Mail Reader: NOTE: To repeat menu instructions, say “Help” or press 0 at any time. 1. Access your mailbox as described on page 27. 2. Say “E-Mail” or press 3 to listen to your e-mail messages. Then select one of the following: • Say “New” or press • Say “Saved” or press 1 3 to listen to new messages. to listen to saved messages. NOTE: You may experience a delay if you have a large number of e-mail messages in your in-box (for example, more than 500 messages). 3.
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 forwarded to the fax destination telephone number that you specify. • Say “Previous” or press 4 to listen to the previous message. • Say “Envelope” or press 5 to play the introductory message envelope (see page 106 for programming instructions). • Say “Next” or press 6 to listen to the next message. • Say “Save” or press 7 to save the message.
ACCESSING FAX MESSAGES NOTE: By default, the message lamp lights when you receive a new voice mail message. Although the lamp can be programmed for other functions, it cannot be programmed to indicate that you have received a new fax message. When you access a fax message using option six on the main menu, E-Mail Reader announces the fax message according to the envelope options that you selected (see page 106). E-Mail Reader does not have the capability to read the text in a fax.
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 email and fax messages is determined by the Exchange administrator. Once you recover a deleted message, it is then restored to your saved-message queue.
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: • Time and Date: The time and date the message was received. • Source: The source of the voice, e-mail, or fax message.
VOICE MAIL FLOWCHART (ADVANCED MAILBOX) NOTE: In most menus, you can say “Cancel” or press “Accept” or press # to return to the previous menu. Say * to accept the option. MAILBOX ACCESS • EITHER, Press the Message button to respond to a message from voice mail. OR, Call the voice mail extension number, say “Login” or press , and say or enter your mailbox number. • Enter your password (press # ).
USING E-MAIL READER 108 Inter-Tel® Model 8690 User Guide (SIP Mode)
Learning More SECTION CONTENTS PAGE Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What the Administrators Can Do for You . . . . . . . . . . . . . . . . Frequently Asked Questions (FAQs) . . . . . . . . . . . . . . . . . . . . Default Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
INTRODUCTION If you want to know more about your endpoint and voice mail system, this is the section 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 procedures 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.
FREQUENTLY ASKED QUESTIONS (FAQS) This section includes some of the most frequently asked questions. If you have problems with your endpoint or voice mailbox, refer to this section before you contact the appropriate administrator or your local Inter-Tel provider. How can I retrieve messages if I do not know the password for my voice mail? A1. Try using your extension number, which is your default password. Or, maybe you do not have a password, in which case pressing # is all you need to do.
Q7. Can I store applications and data on my endpoint? A7. 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. Q8. Why do the views change when my endpoint is logged on to UC and there is call activity on my endpoint? A8.
Q12. Why don’t I have e-mail and fax messages in my mailbox? A12. If your mailbox is the standard voice mailbox (see page 16), you will not receive email and fax messages in your mailbox. To receive 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. Q13. Why do I get the wrong response when I try to complete a task by saying a command? A13.
DEFAULT FEATURE CODES Use the blank spaces below to enter custom feature codes, if necessary. OUTSIDE LINE ACCESS CODES ACCESS CODE NAME Select Line Group 1-208 Automatic Route Selection Emergency Call Outgoing Call ACCESS CODE NEW CODE 92001-92208* 92000* 911 (999 in Europe) 8 *These defaults may differ depending on the software version.
NOTES 115 LEARNING MORE Inter-Tel® Model 8690 User Guide (SIP Mode)
LEARNING MORE 116 Inter-Tel® Model 8690 User Guide (SIP Mode)
Index A Abbreviations 9 About Tab 36 About This Guide 2 About Voice Mail 17 About Your Endpoint 3 Accessing e-mail messages 101 fax messages 104 Accessing Address Book Contact Information 91 Accessing Your Mailbox 27 Account Icons 73 ActiveSync 4 Adding a Linked Contact 90 Adding Simple Contacts 89 Address Book accessing and editing 92 contact information 92 view 87 Address Book View 87, 92 Adjusting Your Endpoint’s Viewing Angle 22 Administrators 110 Advanced Mailbox using 98 voice mail flowchart 107 Advan
D Default Feature Codes 114 Defaults feature codes 114 mailbox password 24 Deleting a Call Log Entry 85 Deleting a Linked Contact 90 Deleting Messages 78 Delivery Options 54 Device Icons 74 Dial Tone 20 Dial Tones 59 Dialpad Buttons 7 Disabling cascade levels 65 DND 55 group listen feature 22 message envelope options 61 time/date option 61 Disconnecting a Headset 23 Display 7 Do-Not-Disturb (DND) 55 Dropping a Party from a Conference 82 Dropping Out of a Conference 46 E Editing Address Book Contact Informa
G Greetings 25 Group Listen Using the Speaker 22 Guidelines for Using the Model 8690 Endpoint 15, 21 H Handset Jack 3 Headset Jack 3 Hearing Aid-Compatible (HAC) Handset 3 Hold 46 I Initializing Your Mailbox 24 Input Panel 13 Installing Software and Firmware Upgrades 40 Intercom Calls 43 Inter-Tel Protocol (ITP) Mode 2 J Messages recording and sending voice mail messages 53 recovering deleted 105 station 78 system 78 voice mail 78 Messaging, Remote 27, 64 Microphone 3, 46 Model 8690 (Photo) 3 Modes alph
R Receiving incoming call alerts 94 intercom calls 44 new message alerts 93 outside calls 45 status change alerts 94 Recording and sending voice mail messages 53 personal greetings 25 voice mail directory name 26 Recording a Call 81 Recovering Deleted Messages 52, 105 Redial 76 Redialing a Number 49, 76 Redirect Calls 49 Remote Messaging 27, 64 Reset Button 4, 6 Retrieving Messages 23 Returning a Call 85 Returning to a Call 46 Reverse Transfer 48 Ring Types 59 Running Feature Code Favorites 76 S Saving Vol
V Viewing Call Details 86 Viewing Call Routing Rules 93 Virtual Local Area Network (VLAN) 32 VLAN ID 32 Voice Mail administrator 15 messages listening to 50 Voice Mail Flowchart advanced mailbox 107 Inter-Tel® Model 8690 User Guide (SIP Mode) standard mailbox 123 Voice Mail Messages recording and sending 53 recovering deleted 52 Volume Levels 58 W Wall Mounting 3 Web Client 70, 71 What the Administrators Can Do for You 110 Windows CE.
122 Inter-Tel® Model 8690 User Guide (SIP Mode)
VOICE MAIL FLOWCHART (STANDARD VOICE MAILBOX) NOTE: At any menu level, you can say “Cancel” or press menu or say “Accept” or press # to cancel or return to the previous to accept. MAILBOX ACCESS • EITHER, Press the Message button to respond to a message from voice mail. OR, Call the voice mail extension number, say “Login” or press , and say or enter your mailbox number. • Enter your password (press # ).
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