ShorePhone IP 230/230g Telephone User Guide

Transcription

ShorePhone IP 230/230g TelephoneUser Guide

Document and Software CopyrightsCopyright 1998–2009 by ShoreTel, Inc., Sunnyvale, California, U.S.A. Allrights reserved. Printed in the United States of America. Contents of thispublication may not be reproduced or transmitted in any form or by anymeans, electronic or mechanical, for any purpose, without prior writtenauthorization of ShoreTel, Inc.ShoreTel, Inc. reserves the right to make changes without notice to thespecifications and materials contained herein and shall not be responsiblefor any damage (including consequential) caused by reliance on thematerials presented, including, but not limited to, typographical, arithmetic,or listing errors.TrademarksShoreTel , ShoreCare , ShoreWare , ShoreGear and ControlPoint areregistered trademarks of ShoreTel, Inc. in the United States and/or othercountries. ShorePhone is a trademark of ShoreTel, Inc. in the United Statesand/or other countries. All other copyrights and trademarks herein are theproperty of their respective owners.PatentsThis product is covered by one or more of the following patents: UnitedStates Patent 6,996,059, United States Patent 7,003,091, United StatesPatent 7,167,486, United States Patent 7,379,540, and United States Patent7,386,114. ShoreTel, Inc. All rights reserved.Version InformationPN 850-1158-02ShorePhone IP 230/230g Telephone User GuideDate: January 6, 2009Company InformationShoreTel, Inc.960 Stewart DriveSunnyvale, California 94085 USAPhone: 1.408.331.3300 OR 1.800.425.9385Fax: 1.408.331.3333www.shoretel.com

ContentsGETTING STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Your Phone's Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Guide to Status Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7LOGGING IN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11MANAGING CALLS – BASIC FEATURES . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Placing Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Using the Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Using the Speakerphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Using the Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Using the Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Using the Speakerphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Using the Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Sending a Call to Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Diverting a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Answering Additional Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Transferring a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Making a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Using the Intercom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Placing a Call On or Off Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Redialing and Checking Missed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 16AUDIO CONTROLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Adjusting Ring Tone Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Adjusting Handset Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Adjusting Headset Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Adjusting Speakerphone Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Muting an Active Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17VOICE MAIL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Logging Into the Main Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Logging In from Another Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Logging In from an External Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Leaving a Message and Message Options . . . . . . . . . . . . . . . . . . . . . . . 23OPTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Changing Call Handling Mode and Forwarding . . . . . . . . . . . . . . . . . . . 24Changing Automatic Off Hook Preference . . . . . . . . . . . . . . . . . . . . . . . 25Changing Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Programming Your Custom Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Changing the Agent State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Enabling or Disabling Handsfree Mode . . . . . . . . . . . . . . . . . . . . . . . . . 27DIRECTORY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29MANAGING CALLS – ADVANCED FEATURES . . . . . . . . . . . . . . . . . . . . . . . 30Programmable Custom Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Bridged Call Appearances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Silent Monitor / Barge In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Extension Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Answering a Monitored Extension's Call . . . . . . . . . . . . . . . . . . . . . 34Whisper Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Picking Up the Night Bell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Toggling the Hunt Group Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Overhead Paging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Using Group Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Parking and Unparking Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37CALL MANAGER SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38WEB ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39TROUBLESHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Viewing Phone Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Rebooting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Adjust Display Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42QUICK REFERENCE OF COMMON STAR CODES . . . . . . . . . . . . . . . . . . . . 43Office Anywhere Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434

GETTING STARTEDWelcome to your ShoreTel IP phone! Your phone has many unique features,including an intuitive visual interface, custom keys, quick dialer directory, callhandling modes for when you do not want to be disturbed, intercom,conferencing up to six parties, and much more.Handset withFinger RestLCD Display141 x 44 pixels, monochromeScroll ButtonSelect optionsin Soft KeysContext-sensitivefunctions definedon display.Indicator LEDFlashing light alertsthe user to incomingcalls and unheardvoice messages.Three Custom Keys indicatorsConfigurable as callkeys, monitoredextensions, speed dialkeys, or programmedkeys.230: keys with greenLED indicator.230g: keys with tricolor LED indicatorHeadset JackDial PadHandset JackAudio Control KeysVolume button controlshandset, headset, speaker,and ring volume. Mute,Speaker, and Headset keysilluminated when functionsare active.Function KeysPerform coretelephonyfunctions.Function KeysoverlayVinyl overlayimprinted withinternationalsymbolsMicrophone5

Your Phone's DisplayYour ShoreTel IP phone's display shows your name and extension, callhandling mode, call appearance, monitored extensions, calls, duration of call,voice messages, date and time, soft key functions, and your phone’s operatingstatus.ShoreTel IP230/230g Idle DisplayYourExtensionStatus IconSpeed allHandlingModeUnheard VoiceMessagesMissedCalls

Guide to Status IconsYour ShoreTel IP phone offers icons to help indicate the call state for thedevice. The table below lists the static and blinking icons, as well as theassociated operational state.IconBlinkIcon230 LEDColor andBlink Pattern230g LEDColor andBlink PatternStateCall AppearanceStatesOffOffIdleOffOffIdle and DNDOffOffIdle and MessageWaitingOffOrangeSteady onIdle, MessageWaiting and DNDGreenSteady onGreenSteady onOff HookGreenSteady onGreenSteady onActive CallGreenSteady onGreenSteady onActive ConferenceCallGreenSteady onGreenSteady onRemote HoldGreen1000ms on,1000ms offGreen1000ms on,1000ms offOffering CallGreen250ms on250ms offGreen250ms on250ms offHeld or Parked Call orConference Call7

IconBlinkIcon230 LEDColor andBlink Pattern230g LEDColor andBlink PatternGreenSteady onRedSteady onWhisper Page CallGreenSteady onRedSteady onActive Call WhisperMutedStateExtension MonitorStates8OffOffIdleOffOrangeSteady onIdle and DNDOffOffIdle and MessageWaitingOffOrangeSteady onIdle, MessageWaiting and DNDGreen1000ms on,1000ms offGreen1000ms on,1000ms offOffering CallGreenSteady onGreenSteady onActive Call Picked UpGreen250ms on250ms offOrange250ms on250ms offHeld or Parked Call orConference CallOffRedSteady onMonitored Ext. onActive CallOffRedSteady onMonitored Ext. onConference CallGreen200ms on100ms off700ms on1000ms offGreen200ms on100ms off700ms on1000ms offMonitored Ext onactive Call OfferingCall

IconBlinkIcon230 LEDColor andBlink Pattern230g LEDColor andBlink PatternGreen800ms on200ms offGreen 800ms onOrange 200ms onPicked up MonitoredExt. Call MonitorExt on Active CallGreen200ms on100ms off200ms on500ms offOrange200ms on100ms off200ms on500ms offPicked up MonitoredExt. Call and Held Monitor Ext on ActiveCallGreen800ms on200ms off100ms on200ms offOrange: 200 ms onGreen: 800 ms onOrange: 200 ms onGreen: 100 ms onPicked up MonitoredExt. Call MonitorExt held Active CallStateBridged CallAppearance StatesOffOffIdleGreen1000ms on,1000ms offGreen1000ms on,1000ms offOffering CallGreenSteady onGreenSteady onActive Call Picked UpOffRedSteady onLine In-UseGreen250ms on250ms offGreen250ms on250ms offHeld or Parked Call orConference CallFeature Key WithExtension TargetStatesOffOffIdle or Offering CallOffRedSteady onConnected or HeldCall9

IconBlinkIcon230 LEDColor andBlink Pattern230g LEDColor andBlink PatternOffOrangeSteady onDNDOffRedSteady on(Dial/Transfer MailboxOnly) MWIGreen1000ms on,1000ms offGreen1000ms on,1000ms off(Pickup, Pick/Unpark,Pickup NightBellOnly) OfferingGreen250ms on250ms offOrange250ms on250ms off(Unpark, Pick/UnparkOnly) Held/ParkedStateToggle Functions(Record, WhisperMute)10OffOffFunction OffGreenSteady onOrangeSteady onFunction AvailableGreen250ms on250ms offOrange500ms on500ms offRecord ActiveGreen250ms on250ms offOrange500ms on500ms offWhisper Mute Active

LOGGING INIf you are using your phone for the first time and no extension has beenassigned, the phone's display shows “Available.” You can place calls but notreceive them. You need to log in, change your password, record your name,and assign your extension to this phone. To log in:Voice Mai lStep 1Press.Step 2Enter the extension number assigned to you by your systemadministrator.Step 3If your system administrator assigned you a password, enterit now (otherwise enter a default password of 1234), andpress.Step 4Enter a new password followed by. Check with yoursystem administrator for password length. Repeat to confirmpassword.Step 5Speak your name and pressfollowing options:, then press one of theAcceptReviewRe-recordDeleteCancelStep 6To assign your extension to this phone, pressmail options, and then pressThen, pressfor voiceto re-assign the extension.You are now logged in. Your phone can receive calls, and you can check fornew messages. With appropriate permissions (set by your systemadministrator), you can log into any ShoreTel IP phone on your network toassign your extension to that phone.11

MANAGING CALLS – BASIC FEATURESPlacing CallsUsing the HandsetTo place an internal call, pick up the handset and dial the extension. To placean external call, dial the trunk access code, then the phone number.To end a call, hang up the handset.Using the SpeakerphoneTo place an internal call, press the Speakerphone buttonand dial theextension. To place an external call, dial the trunk access code, then the phonenumber.To end a call, press the Speakerphone buttonagain.Using the HeadsetTo place an internal call, press the Headset buttonand dial theextension. To place an external call, dial the trunk access code, then the phonenumber.To end a call, press the Headset buttonagain.The figure below shows the information that appears on your ShoreTel IPphone when an outbound call is placed. Note that the soft keys at the bottomof the window are different from the soft keys that appear when the phone isidle – they now allow you to park the call or hang up.Outgoing call: ShoreTel 230/230gDurationof CallCallCallRecipient’s Recipient’sExtension Name12SoftKeys

Answering CallsRing tones, the blinking Incoming Call Icon, and the flashing red LED light inthe top right-most corner of your phone all identify an incoming call on yourphone. A double ring signals an internal call, while a single ring signals anexternal call. On ShoreTel 230 and 230g phones, the call key also blinks green.If the information is available, the caller’s name, number, and the incomingcall icon appear on your display, as shown in the figure below. (The caller'sname may be abbreviated to fit on one line.)IncomingCall InformationTo answer the call, do one of the following:Using the HandsetTo answer a call, pick up the handset when the phone rings.To end a call, hang up the handset.Using the SpeakerphoneTo answer a call, press the Speakerphone buttonlights green.To end a call, press the Speakerphone button. The LED in the buttonagain.Using the HeadsetTo answer a call, press the Headset buttongreen.To end a call, press the Headset button. The LED in the button lightsagain.13

Sending a Call to Voice MailWhen an incoming call arrives, a To VM soft key becomes available, as shownin the figure on the previous page. Press the To VM soft key to send the callerdirectly to your voice mailbox.Diverting a CallYou can send an incoming call to another extension or to an outside numberwithout answering it.Transfe rStep 1Press.Step 2Enter the number, or press the extension's custom key.Step 3Press the Transf soft key to complete the transfer to anextension.Answering Additional CallsWith the appropriate permissions, you can receive up to 16 incoming calls atonce. (The maximum number is set by your system administrator.) If youreceive an incoming call while you are on the phone, you can press theblinking call appearance button to answer the incoming call, and the currentcall will automatically be put on hold.Alternately, if the phone is out of call appearance buttons, youcan interactHoldwith multiple calls by repeatedly pressing the Hold button.If you receive an incoming call while you are on another call, you will hear abeep on the call. To answerthe incoming call and put the current call on hold,Holdpress the Hold button. To return to Holdthe previous call, press the callappearance key or press the Hold buttonagain to toggle through thecalls.Transferring a CallTo transfer a call from your extension to another number:Press the Transfer buttonStep 2At the prompt, dial the number (or press the extension'scustom key, or use the Directory to find the party), then doone of the following:a14Transfe rStep 1. The call is put on hold.Complete a blind transfer by hanging up or by pressingthe Transf soft key.

bSpeak to the recipient before transferring by pressing theConslt soft key. After consultation, press the Yes soft keyto complete the transfer, or press the Cancel soft key toabandon the transfer and return to the original call.cConsult by intercom by pressing the More soft key, andthen pressing the Intcom soft key.dSend the call to the recipient's voice mailbox by pressingthe More soft key, and then pressing To MB.Making a Conference CallTo conference a party into a connected call:Confe renc eStep 1Press the Conference button. The call is put on hold.Step 2Dial the extension of the party you would like to conference.Step 3Press the Confrn soft key to ring the party directly.orDial the number and press the Conslt soft key to speak withthe recipient before ringing him or her into the conferencecall. After consultation, press the Yes soft key to completethe conference call, or press the Cancel soft key to return tothe original two-party call.Step 4Repeat to add additional parties.With the appropriate permissions (set by your system administrator), you canconference up to six parties into a single call.After a conference is established, you can use the Show soft key to display allconferenced parties. If you wish to disconnect a party, scroll to the party'sentry and press the Drop soft key.Using the IntercomThe Intercom function allows you to connect with another party withoutringing the party through a call line. Both you and the recipient must be usinga ShoreTel IP phone and have permission to use this feature (set by yoursystem administrator). To intercom another party:Inte rco mStep 1Press.Step 2Dial the party’s extension, or press the custom key associatedwith the extension.15

Step 3Press the Intcom soft key.Step 4To end the call, press the HangUp soft key.orYou can dial the recipient's number on the keypad, then press theIntcom soft key; press the HangUp soft key to hang up.NOTE An intercom call overrides all other call handling modes on the dialedextension. This allows you to intercom a user whose phone is forwardalways to voice mail.Placing a Call On or Off HoldHoldTo place a call on hold, press the Hold button, or press the call's customkey, if available. On the ShoreTel 230 and 230 phones, the custom key blinksgreen, at which point you can safely place the handset on hook (or press thespeaker or headset button) without ending the call. To take the call off hold,pressthe custom key with the blinking green LED, or press the Hold buttonHoldagain.If you are not on another call while a call is on hold, you will hear a reminderring in 15 seconds and at one-minute intervals after that. If you have receivedseveral calls, you will receive a reminder ring for the call that has been on holdthe longest.If you have multiple calls on hold, you can press the green blinking LEDassociated with the call that has been placed on hold to answer that call.If you have more than one call onHold hold, you'll hear a dial tone. At this time,you can press the Hold buttonagain to make the next call in the stackactive. Note that the LED associated with an active call will light solid green,while calls that have been placed on hold will blink.Redialing and Checking Missed CallsYou can use the Redial function to dial not only the last number you called,but the last several calls you made an

On ShoreTel 230 and 230g phones, the call key also blinks green. If the information is available, the caller’s name, number, and the incoming call icon appear on your display, as shown in the figure below. (The caller's name may be abbreviated to fit on one line.)File Size: 430KBPage Count: 44