IP8540 IP Phone for Microsoft OCS 2007 User Guide This document provides information about IP8540 IP Phone. You can download all required documents at www.lg-nortel.com. * IP8540 needs Microsoft OCS (Office Communications Server) 2007 for proper operation.
IP8540 User Guide Regulatory and Compliance statements This section provides required regulator, safety and disclaimer statements. 1. Radio Frequency Emissions: FCC Compliance statement: This device complies with Part 15 rules. Operation is subject to the following two conditions; 1. This device may not cause harmful interference, and 2. This device must accept any interference received, including interference that may cause undesired operation.
IP8540 User Guide 4. Privacy: IP8540 implements several security and encryption technologies however, privacy of communications may not be ensured when using this telephone. The specifications and information regarding the products in this manual are subject to change without notice. All statements, information, and recommendations in this manual are believed to be accurate but are presented without warranty of any kind, expressed or implied.
IP8540 User Guide Revision History REVISION 1.00 2.
IP8540 User Guide Important Safety Instructions When using this product, basic safety precautions should always be followed to reduce the risk of fire, electric shock and injury to persons, including the following; 1. Read and understand all instructions. 2. Follow all warnings and instructions marked on the product. 3. Unplug this product from the wall outlet before cleaning. Do not use liquid cleaners or aerosol cleaners. Use a damp cloth for cleaning. 4.
IP8540 User Guide Table of contents 1. Introducing LG-Nortel IP8540 IP Phone .................................................................................. 3 1.1 1.2 Overview ........................................................................................................................................ 3 Device Layout................................................................................................................................ 4 2. Getting your IP8540 up and running..........
IP8540 User Guide 3.6.14 Changing the language ...................................................................................................38 3.7 Connecting the USB Cable and Signing In................................................................................39 3.7.1 Why Use the USB Cable ......................................................................................................39 4. Making Calls with IP8540...........................................................................
IP8540 User Guide 1. Introducing LG-Nortel IP8540 IP Phone 1.1 Overview IP8540 is a powerful communications tool for enterprises with Microsoft Office Communications Server 2007. IP8540 links the power of Office Communications Server 2007 to the high reliability of a dedicated desk phone. IP8540 employs an embedded version of Office Communicator 2007 (“Office Communication 2007 Phone Edition”) as the client with access to contacts stored locally and in Office Communications Server 2007.
IP8540 User Guide • Improved scrolling experience. Users can quickly scan and find a contact to call by using the improved and accelerated scroll wheel on the device. The new scroll wheel and improved driver provide a richer experience and reduce the time required to search for a particular contact. • Reset to factory defaults. Users can now reset the device like any other Mobile device to factory defaults by using small pin on back of device, between the headset and USB interfaces. • Volume settings.
IP8540 User Guide • Light-emitting diode (LED) status lights : Indicates user presence information (Green indicates “Available”, Amber indicates “Away”, Green & Amber indicates “Inactive”, and Red indicates “Busy” or “Active Call”) • Scroll-wheel : Navigates up and down the contact list and other elements of the user interface. : Increases and decreases the volume for the • Volume up/down button ringer, handset, and loudspeaker.
IP8540 User Guide 2. Getting your IP8540 up and running 2.1 What’s in the box The IP8540 product package contains the items as shown in Figure 2. • IP8540 • Phone handset • Handset Coiled-cord • 1.
IP8540 User Guide 2.2 AC/DC power adaptor The IP8540 ships without an AC/DC power adaptor. The IP8540 LAN Ethernet port supports IEEE802.3af PoE (Power-over-Ethernet), so an external power supply is not needed if your Ethernet switch supports PoE class 3. If the installation requires an AC/DC power adaptor, select the adaptor for your region from the table below.
IP8540 User Guide 2.5 Wall Mounting The foot of IP8540 incorporates slotted wall mount holes. To wall mount IP8540 you will need to install two mounting screws arranged to fit in the mounting slots. #6 pan head screws are recommended and th should be anchored firmly into a wall stud or wall anchor. Tighten the screw leaving about 1.5 mm (1/16 inch) of exposed screw to allow for the plastic thickness. Slide the hole in the foot over the head of the screws then slide the unit down the wall.
IP8540 User Guide 2.6 Adjusting the Viewing Angle On the back of IP8540 is the foot-stand release button. To adjust the display angle, push the release button and adjust the foot-stand to provide the best view of the touch screen.
IP8540 User Guide 2.7 Connections to IP8540 The IP8540 incorporates several standard connectors to interface to your LAN, power, and peripherals. Note the LAN must have a local DHCP (Dynamic Host Control Protocol) server to provide an IP address and other information to the phone. The connectors are grouped in the wiring cavity as shown in the Figure. To install the IP8540: € • Connect the coiled cord to the handset and RJ-9 connector †.
IP8540 User Guide 2.8 Initial Power up and Sign In The first time you power up IP8540, you will need to do the following: • Calibrate the touch screen • Sign In (with IP8540 or with Office Communicator 2007 R2 on your PC) • Set the phone unlock parameters • Set the time zone 2.8.1 Calibrating the touch screen You must calibrate the touch screen during the initial power up. After initializing, the IP Phone displays calibration instructions.
IP8540 User Guide This information is available from your Windows Office Communications Server 2007 administrator. 1. Use the virtual keyboard to enter each of the items in the respective text box. 2. Tap Sign In, in the lower-left of screen. *** For numeric entries, tap the numeric button, 2.8.3 , in the lower left of the virtual keyboard. Sign In with Office Communicator 2007 R2 on your PC After completing calibration, the Sign In screen appears. You can connect IP8540 (with S/W version 3.5.6907.
IP8540 User Guide To sign in using Office Communicator 2007 R2, do the following: 2.8.4 • Tap Advanced. • Tap Sign in via PC. • Sign on using Office Communicator 2007 R2. Setting your unlock parameters For security, you can lock the IP8540 when leaving your desk. When locked, the display shows the blank screen with “Unlock” soft key on lower left corner. (IP8540 can place and receive calls while locked using keypad, but contact list access and other controls are disabled.
IP8540 User Guide To select and set the unlock method, do one of the following: • Create a PIN by typing and retyping a 6-digit PIN. Or, • Enter a fingerprint scan by tapping Use Fingerprint Instead. • Swipe you fingertip until four readings are measured.
IP8540 User Guide 2.8.5 Set Time Zone You set your time zone upon first sign-in. To change the time zone settings, do the following: • Tap • Tap OK. and as needed to adjust the time zone. IP8540 displays the main screen and is ready for use.
IP8540 User Guide 3. Using your IP8540 3.1 Understanding the touch screen Before you begin use of your IP8540, take a moment to familiarize yourself with the overall screen layout. As shown in the Figure 7, the screen is divided into four (4) major sections: • Presence & Info bar – The Presence & Info bar at the top of the screen displays your presence, name, Call forward control icon, and the date and time.
IP8540 User Guide 3.2 Controlling Presence (Phone Status) Your IP8540 sends updated status information to Office Communications Server at regular intervals or when the status changes. There may be times when you want to change your presence status. For example, if you need to concentrate on a report, you may change your status to Do Not Disturb to avoid interruptions. • At the top of the screen, tap the presence color to the left to your name. • Tap your presence status.
IP8540 User Guide The following table describes each presence indicator and the accompanying status text. Icon Status Text Description Available The contact is online and can participate in conversations. The user can set this presence level manually. Busy The contact is online but engaged in another call. The user can set this presence level manually. Be Right Back This contact is engaged in another activity and will return shortly. Away The contact is probably not available.
IP8540 User Guide 3.3 Contact List From the contact list you can view contact information, search for a contact in a group and call a contact. The status information in the contact list displays the availability of the contact. Icons indicate presence to the left of the contact’s name, and by text to the right. You can adjust the status of your IP8540.
IP8540 User Guide • View the contact information. • To place a call from the contact card, tap the phone number you would like to call, or tap the Call button. (Note: The default phone number for all contacts is their work phone. For user’s that are UC enabled, when their work phone number is dialed, their IP phone will ring as well.) • 3.3.2 When you are done viewing the Contact card, tap Close Card. Searching the Contact list You can search for a contact from the list using the dial pad.
IP8540 User Guide 3.3.3 Selecting a Contact Group You can setup multiple contact lists or Contact Groups. You can select the Contact Group or all groups to display in the Contact window. To view a Contact Group • To the right of the Contacts box, tap the Contact Groups icon . • Do one of the following: a) To view a Contact Group, tap the group name. b) To create a Contact Group, tap New Group and follow the on screen instructions. c) To view all of your contacts, tap All Contacts.
IP8540 User Guide 3.4 Message Waiting In conjunction with Office Communications Server 2007, Exchange 2007 provides voice mail services. The Message window control icon indicates how many new voice mails are waiting. The Message window displays a list of voice mails, showing who left the message, their presence status, and the date and time of the recording. This feature requires Exchange 2007. To access voice mail, do the following: • On the right margin, tap the Voice Mail button .
IP8540 User Guide 3.5 Call Logs A log of your calls (missed, received, and placed) is available in the IP8540. Using IP8540, you may view and return calls from the Call Logs. IP8540 stores a maximum of 60 records in the log. You can manage the Call Logs from your desktop PC using Outlook. To view the call log • Tap the Call Log icon.
IP8540 User Guide 3.6 Settings The Settings window allows you to configure settings for and view information about your IP8540. The Settings window has the following selections: • Lock phone • Volume • Ring Tones (with S/W version 3.5.6907.0) • Change PIN • Change Fingerprint • Update password • Brightness • Location/Time Zone • Date and Time Format • Switch User • Calibrate Touch Screen • Logging • About (device information) • Change Language (with S/W version 3.5.6907.
IP8540 User Guide 3.6.1 Locking your phone For security, IP8540 has a lock feature. When locked, the display shows the unlock screen shown below. To lock the phone • Tap the Settings icon, . • Tap Lock Phone IP8540 Unlock screen displays and the phone locks. To unlock IP8540 • Tap Unlock and follow the on-screen instructions.
IP8540 User Guide 3.6.2 Adjusting volume levels To set volume levels • Tap the Settings icon, . • Tap Volume. • Tap and to adjust volume levels for the ringer, handset, and speaker. • Tap OK.
IP8540 User Guide 3.6.3 Ring tones You can set one of four ring tones for you IP8540 (with S/W version 3.5.6907.0). To configure ring tones, do the following: • Tap Settings. . • Tap Ring Tones. • Tap and as needed to select a ring tone. • Tap Play to hear the tone. • When you have chosen a ring tone, tap OK.
IP8540 User Guide 3.6.4 Changing your PIN To change your PIN, • Tap the Settings icon, . • Tap Change PIN. • In the Current PIN box, use the keypad to enter your current PIN. • In the New PIN and Confirm PIN boxes, enter your new PIN.
IP8540 User Guide 3.6.5 Changing fingerprint You can change the fingerprint ID you use to unlock the device by resetting the Change Fingerprint ID setting. For example, it may be more convenient to use a finger from you left hand if your phone is to the left of your work area. To change your Fingerprint ID, do the following: • Tap the Settings icon, . • Tap Change Fingerprint. • Swipe the fingerprint reader with the finger you currently use unlock the phone.
IP8540 User Guide 3.6.6 Update your password To change your password • Tap the Settings icon, . • Tap Update Password. • Use the virtual keyboard to enter the old and new password information. • Tap OK.
IP8540 User Guide 3.6.7 Adjusting the screen brightness To set the brightness • Tap the Settings icon, . • Tap Brightness. • Tap and to adjust the brightness • Tap OK.
IP8540 User Guide 3.6.8 Changing the Time Zone To change location and time zone • Tap the Settings icon, . • Tap Set Time Zone. • Tap and to set the location and time zone. • Tap OK.
IP8540 User Guide 3.6.9 Changing the date and time display format To change the format of the date and time display • Tap the Settings icon, . • Tap Date/Time Format. • Tap and to adjust the time and date formats. • Tap OK.
IP8540 User Guide 3.6.10 Switching Users Multiple users can use IP8540, but not concurrently. A user must sign out of the device before another user can sign in. In doing so, each user individually signs into the Microsoft Office Communications Server 2007. To switch users, the current user must sign out using the Switch User feature to allow another user to sign into the device. No past user information, such as sign-in addresses or passwords, are retained on the device.
IP8540 User Guide 3.6.11 Calibrating the touch screen To calibrate the touch screen • Tap the Settings icon, . • Tap Calibrate Touch Screen. • Use your fingertip to touch the on-screen target until the new calibration is established. • When the calibration is set, tap the screen a final time to finish the calibration.
IP8540 User Guide 3.6.12 To set logging For tracking purposes, IP8540 can upload its activity logs to the Office Communications Server 2007 Update Service. This is helpful for problem evaluation. To enable logging, do the following: • Tap Settings. • Tap Set Logging. • To enable logging tap the left arrow, to disable logging tap the right arrow. To send a log, do the following: • Tap Settings. • Tap Set Logging. • Tap Send Logs.
IP8540 User Guide 3.6.13 Viewing the device information The following information can be viewed from the System Information screen: • • • • • • • Firmware version number MAC address IP Address Subnet Mask Gateway IP Address DNS Server IP Address VLAN ID number To view the device information, do the following: • Tap the Settings icon, . • Tap System Information. • To return to the previous screen, tap OK.
IP8540 User Guide 3.6.14 Changing the language IP8540 (with S/W version 3.5.6907.0) supports multiple languages. Your administrator can configure one or more languages for your phone depending on the needs for your organization. To change the language for all text displayed on your phone, do the following: • Tap Settings. • Tap Change Language. • Tap the arrow buttons to choose a language. • Tap OK to request a language.
IP8540 User Guide 3.7 Connecting the USB Cable and Signing In 3.7.1 Why Use the USB Cable You can connect IP8540 (with S/W version 3.5.6907.0) to your computer using the USB cable for simplified deskphone sign in using Office Communicator 2007 R2. Below is a list of advantages to using the USB cable. • Computer sign in You can connect Office IP8540 to your computer using the USB cable for quick desk phone sign in using Office Communicator 2007 R2.
IP8540 User Guide 4. Making Calls with IP8540 4.1 Adjusting the handset and speakerphone volume The Volume Up/Down button controls ringer, handset and speaker volume. What the buttons control depends on the state of the device. The volume levels that you set are retained from one meeting to the next until you change them. Table below summarizes the modes for volume settings.
IP8540 User Guide 4.2 The Call Basics 4.2.1 Make a call, while idle • Tap a contact in the displayed list. or • Dial the number using the keypad. To make an outgoing phone call while the device is on the hook a) With the handset on the hook, enter the phone number using the 10-digit keypad. The numbers appear in the phone number field. Use the backspace key to correct an entry. b) After the final digit is entered, remove the phone from the hook and the phone will begin dialing.
IP8540 User Guide 4.2.4 Receive a call • Lift the handset or press Answer, which activates the Speakerphone or headset. -Or, • Press Redirect to send the call to another destination. -Or, • Press To Voice Mail to send the call to Voice Mail. Voice mail service requires Exchange Sever 2007. 4.2.5 Hold a call • Tap Hold in the active call window. 4.2.6 Resume a held call • Tap the call in the call list. 4.2.
IP8540 User Guide • Tap a contact to transfer the call to. • Either consult with the contact and transfer, or in the case of a direct transfer, the call will be immediately transferred.
IP8540 User Guide 4.2.8 Conference In the Contact List, do the following: • Select a contact to call. • After the caller answers tap Conference and then Add Someone. • Tap another contact to call.
IP8540 User Guide 4.3 Forwarding Calls IP8540 has the ability to send incoming calls to an alternate destination, i.e. forward your calls. You define where to send calls, voice mail, a contact or a phone number. Exchange 2007 is required for forwarding to voice mail. Call-forwarding parameters can be set using IP8540 or from Office Communicator 2007 R2. Configuring call-forwarding options on one results in updating the configuration on the other.
IP8540 User Guide • If you are forwarding to another contact or phone number, select Forward to contact or phone number… , and tap the contact name that you want to forward your calls, and then tap OK. • On the Forwarding screen, tap OK. To configure call-forwarding rules using Office Communicator 2007 R2, do the following: • In the Office Communicator window, click the Call Forwarding button .
IP8540 User Guide 4.4 Make a Phone Call Using Office Communicator 2007 R2 Each contact in your Contact List has a number that you can call by clicking the Call button associated with the contact. The number is the contact’s work number by default, but can change based on the number most recently used to call the contact. If you have the USB cable connected between your IP8540 (with S/W version 3.5.6907.0) and your computer, you can place calls directly from Office Communicator 2007 R2. 4.4.
IP8540 User Guide 5. Troubleshooting Problems 5.1 Log-in I cannot sign-in to IP8540. I see error "Cannot connect to server or server name is incorrect". • Validate your domain name is correct. • See Unexpected Behavior later in this section. • Contact your IT help to: ü Ensure DHCP is configured to provide DNS address as part of DHCP response. ü Ensure DNS has SRV records for SIP service. ü Ensure SIP server is reachable from LAN. I cannot sign-in to my IP8540.
IP8540 User Guide • The phone software has restarted in an unusable state. Power cycle the phone. I am trying to login for the first time and I do not see the PIN option. • Contact your IT Help and check: ü Ensure PIN is enabled on OCS (pool level->FrontEnd Properties->VoIP tab). I am trying to configure fingerprint, but the phone does not seems to recognize my swipes. • Click “Use Pin Configuration” on menu bar and click “Use finger print Configuration” on menu bar. Now, try finger swipe again.
IP8540 User Guide ü Do you have any internal firewall? If so, make sure UDP ports on internal firewall are open for communication. 5.3 Conference Call I am trying to add someone to a conference, but I keep seeing "Connecting" on display. • See Unexpected Behavior later in this section. • Contact your IT Help and check: ü Make sure AV MCU's are configured in the network. ü Make sure VoIP is enabled on AV MCU's. ü Make sure IP8540 user is UC enabled. 5.
IP8540 User Guide 6. IP8540 Product Specification Item Specification Network interface IEEE 802.1 10/100 Base-T Fast Ethernet, RJ-45 Desktop PC Interface IEEE 802.1 10/100 Base-T Fast Ethernet, RJ-45 Peripheral interface (1) USB type A port (reserved) (1) USB type B port Indicators Mute LED Speakerphone LED Headset LED Presence LED VoIP protocol Session Initiation Protocol (SIP) Audio processing Codec: G.722.1, G.723.1, G.726, G.
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