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TOSHIBA Telecommunication Systems Division IP T elephone, Messaging and Call Manager User Guide Tit le P ag e June 201 1.
Publication Information T oshiba America Inf ormation Systems, Inc. T eleco mmunicatio n Systems Division Publication Information T oshiba America Information Systems, Inc.
IP edge General End User Information FCC Requirement s Means of Connection: The IP edge does not connect directly to the telephone netwo rk. All direct connections are made to a ga teway . Please refer to the ga teway manufactur er's document ation.
T oshiba T elecommunication Systems W arranty and License Agreement s For information relating to the End User Limited W arranty and License Agreement s, please refer to http :// www .
IPedge UG 06/1 1 TO SH I BA 1 Content s Organization .............. ................. ................... ................... ................. ................... .......... ............ ........... 9 Conventions ........... ................ ........
Content s Chapter 3 – Sof tIPT 2 TO SH I BA IPedge UG 06/11 Chapter 3 – SoftIPT SoftIPT Icons ................ ................... ................ .................... ................ ................... ........ .................. 29 Fixed Buttons .
Content s Chapter 5 – Messag ing Features IPedge UG 06/1 1 3 Chapter 5 – Messaging Features Access your Mailbox by Phone ............... ................... ................... ................ .................... .......... ........ 65 Set up Your Mailbox for the Fi rst Time.
Content s Chapter 8 – Ca ll Manager Basics 4 TO SH I BA IPedge UG 06/11 Setting up Call Screening. ................... .................... ................... ................... .................... .... .............. 82 Setting up “Do not Disturb” .
Content s Chapter 1 1 – Buttons IPedge UG 06/1 1 5 Changing Call Windows Appearance ........... .................... ................... ................... .................... .... 12 1 Changing the Button/ACD Button Appearance .......... ........
Content s Chapter 14 – U sing Microsoft Outlook 6 TO SH I BA IPedge UG 06/11 Chapter 14 –Using Microsoft Outlook Dialing from within Outlook .............. ................... .................... ................ ................... ............ .
Content s Chapter 16 – Web-based User Administration IPedge UG 06/1 1 7 Chapter 16 –Web-based User Administration Prerequisites .......... ................ .................... ................... ................ .................... ............
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IPedge UG 06/1 1 TO SH I BA 9 Introduction This guide describes the T oshiba IP5000- series telephones and var ious other user operations for application s that are integrated with the IPedge system. Organization This guide is divided as follows: • Chapter 1 – Th e Grand T our is an overview of th e telephones supported by the IPedge system.
IP edge 10 TOS HI BA IPedge UG 06/1 1 Conventions Related Document s/Media Some documents listed below may appear in differ ent versions on the T oshiba FYI site or in print. T o find the most cu rrent version, check the version/date in the Publication Information on the back of the document’s title page.
IPedge UG 06/1 1 TO SH I BA 11 The Grand T our 1 The IP5000-series telephones co nnected to a S trata CIX tele phone system, running Release 5.2 or higher sof tware, include a selection of IP telephone models and matching IP ad d-on modules, as well a s a 60 button DSS Console.
IP edge The Grand T our 12 TOS HI BA IPedge UG 06/1 1 The IP5000-series tele phone upgrade options include: Note: IP5522-SD and IP5622-SD can not connect ADM/DSS.
IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 13 IP5000-series T elephone Overview The illustration of the IP5 000-series telephon e shown below gives a general idea of the basic attributes found on most of these teleph ones. The positioning of the buttons varies per telephone model.
IP edge The Grand T our 14 TOS HI BA IPedge UG 06/1 1 Layout s Fixed buttons are laid out differently on the IP500 0-series telephones. The Fixed buttons are de scribed below . 9-line LCD T elephone 10 and 20 Button 4-line LCD T elepho nes Fixed buttons are locate d on either side of the dial pad.
IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 15 S peaker : Press to toggle the sp eaker ON/OF F . When red S p eaker LED is lit handsfree communi cations is supported. T o start a handsfre e conversation; pr ess the S peaker button, this turns the red S peaker LED on.
IP edge The Grand T our 16 TOS HI BA IPedge UG 06/1 1 Programmable Feature Buttons Programmable Feature Butto ns are programmed by the System Administrator and can be customized on a per user basis. Note: Progra mmable Feature Buttons are numbered bottom to top, lef t to right (shown rig ht).
IP edge The Grand T our IPedge UG 06/1 1 TO SH I BA 17 Web pages display basic HTML but do not support ASP or Flash. The 18 buttons that surroun d the screen can be used to highlight selections in th e browser .
IP edge The Grand T our 18 TOS HI BA IPedge UG 06/1 1 Sof t Keys Softkeys (SK1 - SK4) refe r to the four buttons directly below the LCD screen (shown right). Soft Keys dynamically change their functi ons and label depending on the st ate of the telephone.
IPedge UG 06/1 1 TO SH I BA 19 The Basics 2 This chapter reviews the basic operations of the IP5000- series telephones. The instructions apply to all telephone models, except when noted othe rwise.
IP edge The Basics 20 TOS HI BA IPedge UG 06/1 1 LCD Contrast Available on backlit telephones and b acklit add-on module. T o adjust the LCD contrast on the backlit tele phon es 1. Press and hold down the Mic button . 2. Press and release Vo l or Vo l re peatedly .
IP edge The Basics IPedge UG 06/1 1 TO SH I BA 21 Backlight On/Off Availa ble on backlit telephones and backlit add-on module. T o change Backlight Settings 1. Press Hold + 3 + 6 + 9 (simultaneou sly). 2. Press the Mic button. 3. Press Hold . 4. Use table be low to choose preferred se ttings.
IP edge The Basics 22 TOS HI BA IPedge UG 06/1 1 6. FB3, LED Off: Normal sensitivity 7. Press Hold to set the option. 8. Go off-hook , then on-ho ok to exit th e program m ode.
IP edge The Basics IPedge UG 06/1 1 TO SH I BA 23 Making a Call There are three wa ys to originate a call from the telepho ne: Handset 1. T o make a call, lift the hand set, then dial the number . A line may be automatically se lected or choose a line ma nually .
IP edge The Basics 24 TOS HI BA IPedge UG 06/1 1 Notes: • If a directory is not selected and a name is entered, all directories will be searched . • T o enter nam es from the dial pad, press the dial pad button associated with the letter to be entered.
IP edge The Basics IPedge UG 06/1 1 TO SH I BA 25 Answering a Call There are several ways to answer a call: Handset When the telephone is pro grammed for Ringing Line Prefere nce, pick up the handset and the telepho ne automatically answers the ringing line.
IP edge The Basics 26 TOS HI BA IPedge UG 06/1 1 On a Call While on a call you ca n perform the following: Switching Between Handset and Speakerphone Press Spkr and place the handset on-hook to switch from handset to speakerp hone mode. T ake the handset of f-hook to switch from speakerphone to handset mode.
IP edge The Basics IPedge UG 06/1 1 TO SH I BA 27 Message W aiting Use your Msg LED/button and LCD to see/retrieve message(s). An extension can receive up to four simult aneous Message W aiting indications and LCD messages. One message is reserved for the Message Center .
IP edge The Basics 28 TOS HI BA IPedge UG 06/1 1 LED Indicator Det ails Each line and Programmable Feat ure Button has a LED next to it which indicates the status of the line or feature associated with the button. Line LEDs light red or green and flash at varying rates to indicate call status (see T able 5 ).
IPedge UG 06/1 1 TO SH I BA 29 Sof tIPT 3 The Soft IPT is a softwa re phone client th at runs on appropriately equipped wired or wireless laptops, t ablets and desktop PCs with all versions of Microsoft ® Windows 7, Windows V ista TM and Microsof t ® Windows XP ® operating sof tware (OS).
IP edge SoftIPT 30 TOS HI BA IPedge UG 06/1 1 Fixed Buttons The fixed butto ns on your telepho ne enable you to perform st andard functions quickly and easily .
IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 31 Configuring Sof t IPT Configure the Sof tIPT 1. After you have installed Sof tIPT , doubl e-click the Sof tIPT icon on the desktop. The SoftIPT Configuration window opens. Import ant! See the illustration be low .
IP edge SoftIPT 32 TOS HI BA IPedge UG 06/1 1 IP address SoftIPT tries to conne ct to the IPedge using the follo wing addresses: • Primary IPedge server IP addr ess • Secondary IPedge server IP address. Notes If Broadcast is selected, SoftIPT tr ies to search for the IP address by sending broadcast messages.
IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 33 3. Click OK. T o check how many Outlook profil es are on you r PC 1. Go to S tart > Control Panel > Mail 2.
IP edge SoftIPT 34 TOS HI BA IPedge UG 06/1 1 Figure 3 Mail Profil es Basic Sof tIPT Functions St art the Sof tIPT Double-click the SoftIPT icon on your desktop. Making a Call T o make a call 1. Click Speak er then select the on- screen dial pad buttons to dial a call.
IP edge Sof tIPT IPedge UG 06/1 1 TO SH I BA 35 Answering a Call To answer a call using the Shift button If the LCD screen is set to view keys 11~20 and a call comes in on key 1, the phone will ring and Caller ID information displays on the top of the screen - press the Shift ke y to view keys 1~10 and answer the call.
IP edge SoftIPT 36 TOS HI BA IPedge UG 06/1 1 Using Echo Canceller If you have a hea dset plugged into th e micropho ne/speaker jack of the PC, you do not have to always enable echo canceller .
IPedge UG 06/1 1 TO SH I BA 37 Feature Operations 4 This chapter gives you more details abou t your IP5000-series telep hone’ s advanced functions. An a lphabetical list of supported features ha s been compiled in this chapter for fast and easy reference.
IP edge Feature Operations 38 TOS HI BA IPedge UG 06/1 1 If the system is set for V erified Acc ount Codes, station users must enter a specific code whe n entering the V oluntary Account Code(s) or the code is no t validated for the SMDR call repor t.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 39 Advisory Message Advisory messaging enables you to stor e a message for IP5000-series telephones with a display that call your tele p hone. The messages can be u p to 16 characters long. The IP edge Net system provides a nu mber of predefined messages, shown in the t a ble below .
IP edge Feature Operations 40 TOS HI BA IPedge UG 06/1 1 Alarm Notification The Alarm Notification Button must be set up by your System Administrator on your station. When the Alarm Notificat ion but ton displays • Call your System Administrator . This button stops disp laying when the alarm clears or when you press the flashing button.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 41 Background Music (BGM) Y ou can set background music over your telep hone speaker . At least one music source must be connected to yo ur system.
IP edge Feature Operations 42 TOS HI BA IPedge UG 06/1 1 perform any C all Forward function using Enterprise Mana ger , Web-based User Administration tool.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 43 St ation Call Forward Procedures Y ou can register a Call Forward function by enterin g the button sequence as described or b y programming a Pr ogrammable Feature Bu tton to perform the sequence.
IP edge Feature Operations 44 TOS HI BA IPedge UG 06/1 1 Call History Incoming calls with Caller ID or ANI in formation can be optionally recorded into a rolling list for the stat ion where the call is ringi ng.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 45 Call Park The Call Park feature enables you to hold a call temporar ily in a location other than your telephone. These areas are called or bits. Y ou or another telephone user can retrieve a parked call fro m its orbit by specifying the orbit number .
IP edge Feature Operations 46 TOS HI BA IPedge UG 06/1 1 Call Pickup Y ou can pick up a call that is ringing a nother statio n’s extension, a call placed on hold at another st ation and other types of calls. When you pick up an internal call, the calling station and th e called station displays on your LCD.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 47 Call T ransfer Call transfer allows a call to be directed from one telephone to another on IP edge Net. External transfers to te lephone numbers or networ k extensions off IP edge Net are also supported, plea se check with y our System Administra tor to see if this is enabled.
IP edge Feature Operations 48 TOS HI BA IPedge UG 06/1 1 Call W aiting Y ou can answer a call that is transferred to your station, even when your station is busy . When another call is camped on to your station, you hear two Camp-on tone beep s and the extension or Line LED flashes re d (on-hold).
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 49 Conterence Call Y ou can conference together up to eight parties (includin g yourself). The actual num ber of conferen ce parties with acce ptable volume levels depe nds on the local and far end telep hone line conditions.
IP edge Feature Operations 50 TOS HI BA IPedge UG 06/1 1 3. After the party answers, pr ess Cnf/T r n . The extension LED flashes (in- use rate) and all p arties are conferenced. 4. If you receive a busy tone or if the station does no t answer , press the flashing extension butto n to return to the original connectio n.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 51 If you are in a three- way conference and S plit with one of the parties, the remaining party will essentially be “on hold” until yo u return to the conference.
IP edge Feature Operations 52 TOS HI BA IPedge UG 06/1 1 Setting DND for Another Extension T o activate DND for another extension • Enter #6191 (hear Entry T one) + the Primary extension of the remote extension + the p ass code + # (hear Success T one).
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 53 1 : English date format – MM/DD (/YY) 2 : British English – DD/MM (/YY) 3 : French – DD/MM (/YY) 4 : Spanish – DD/MM (/YY) Message W aiting Message W aiting is shown on the Msg button which flash es red when there are messages waiting.
IP edge Feature Operations 54 TOS HI BA IPedge UG 06/1 1 4. Press Spkr . Y our Msg LED turns Off. The Msg LED on the called telephone flashes until the called p arty presses the flashing Msg button which calls yo u back. 5. Turn of f the Message LED. The two ways to turn Off a Me ssage LED are: Method 1 1.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 55 2. T o turn of f your microphone speaker to the second p a rty , you can press Mic or Microphn Cut-off ; the Mic LED turns Off. Y ou will no longer be talking to the second caller , altho ugh the caller can still speak through your spea ker .
IP edge Feature Operations 56 TOS HI BA IPedge UG 06/1 1 Executive Overri de Executive Override e nables you to enter an est ablished conversation. Y our telephone can also be pro grammed to block Executive Override from other telephones.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 57 Paging S tation users can make page annou ncements to telephones. Check with your System Administrator to find o ut the zo ne numb ers for various p aging groups. V erify with your System Administrator if ther e are suff icient vacant media resources for successful paging.
IP edge Feature Operations 58 TOS HI BA IPedge UG 06/1 1 Privacy Privacy controls the ability of more than one pe rson to use the same extension at the same time. Privacy applies to multiple appear ances of extensions, Phantom extensions, out side Lines, and outside Line Group buttons.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 59 you have a 9-Line LCD telephone, you can assign names to your stat ion SD numbers to appear on the Personal SD Directory display (see your System Administrator or use the proced ure for “S toring Personal S peed Dial Names” on page 4-61 .
IP edge Feature Operations 60 TOS HI BA IPedge UG 06/1 1 Stor ing a System/S t ation Speed Dial Number 1. Dial #66 . The display shows “SPEED DIAL” and you hear Entry T one. 2. Dial the S tation S peed Dial number (100~199) or System S peed Dial number (200~999).
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 61 4. Set System S peed Dial to enable/disable. Default is Disable. 5. Click on the Save icon. Long SD Numbers Up to 32 digits can be stored in one SD location. If you exc eed 32 digits, the excess digits a re automatically stored in the next sequential SD location.
IP edge Feature Operations 62 TOS HI BA IPedge UG 06/1 1 T o ch ange the time • From the IP telephone, dial #65 4 and enter HHMMSS# Example: T o change the time to 01:30 PM HH = Hour , example 13 (range is 00~23, 24 hour clock must be entered) MM = Minutes 30 (range is 00~60.
IP edge Feature Operations IPedge UG 06/1 1 TO SH I BA 63 2. The call is routed to vo ice mail which provides the initial greeting using the auto attendant service. 3. The voice mail can be configured to prompt callers to ente r the destination number or t o route the c all to the pre-de termined de stination.
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IPedge UG 06/1 1 TO SH I BA 65 Messaging Features 5 Access your Mailbox by Phone The following information is required: • Phone number to call th e voice messaging system (this may be differ ent fro.
IP edge Messaging Featur es 66 TOS HI BA IPedge UG 06/1 1 Check New Messages Most organizations have a message indica tor light on of fice phones. By default the message indicator will lig ht up when you have a new voice message, but some system administrators will also set it up to indicate when you have a new fax messa ge.
IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 67 V olume /Speed Control Y ou can use the following keys at any time during message playback to change message volume or message sp eed.
IP edge Messaging Featur es 68 TOS HI BA IPedge UG 06/1 1 • T o call the num ber and delete the mess age, press 3 • T o call the number and save the message, press 4 • T o call the number and keep the message as new , press 5 3. The system will place you on hold while it transfers your call.
IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 69 Erase / Delete and Retrieve a Deleted Message While you are listening to a message, or afte r a message has finished playing, you can delete the message from your inbox or saved box. Delete a Message Press 3 during or after message playba ck.
IP edge Messaging Featur es 70 TOS HI BA IPedge UG 06/1 1 • Press 3 to Re-re cord your messa ge •P r e s s * to cancel without sending • Press 1 to send. • Press 0 for delivery options such as confidential, urgent or message confirmation. 4. The system will prompt you to enter the mailbox to which you wish to send the message.
IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 71 T o Mark a Message as Priority and Confidential 1. Call the vo ice messaging sys tem and pres s 2 from the subscriber ’s me nu to record a message. Pre ss any key after recording. 2. Press 0 3 4 to send the message as priority and confidential.
IP edge Messaging Featur es 72 TOS HI BA IPedge UG 06/1 1 5. The system will ask you to use your keypad to input a 2-digit month, 2- digit date and 4-digit time. The syst em will confirm the date and time you specify . 6. Press 1 to confirm and send, or 2 to change your deliver y time.
IP edge Messaging Feat ures IPedge UG 06/1 1 TO SH I BA 73 T o Send a Message to a Group Distribution Y ou can send a messag e to a group distri bution list. This option allows you to send a message to multiple individuals without having to enter in individual mailbox numbers.
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IPedge UG 06/1 1 TO SH I BA 75 Greetings 6 Change your Personal Greeting When you access your mailbox for the firs t time you will be asked to record your personal greeting. Y ou have the option of changing this greeting at any time. 1. Call the voice messaging system and select 3 2 3 from the subscriber ’s menu to change your greetin g.
IP edge Greetings 76 TOS HI BA IPedge UG 06/1 1 Import ant! If you delete your recorded name without re-r ecording, the system will identify your mailbox to internal callers only by its mailbox number .
IPedge UG 06/1 1 TO SH I BA 77 Other Messaging Applications 7 Group Distributions Y ou can send a new message or redirect a message to a group distribution list. This option allows you to send a messa ge to multiple individuals without having to enter in individual mailbox numbers.
IP edge Other Messaging Applications 78 TOS HI BA IPedge UG 06/1 1 Delete Members from a Private Group Distribution List Y ou can de lete members from a pre- existing distribu tion list at any t ime. 1. From the Subscriber ’s menu, ente r 3 6 4 . 2.
IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 79 3. Enter the group number you wish to use followed by a # 4. Press 1 to confirm, or 2 to change your entr y . Personal Options Some Personal Options are optional feat ures which may or may not be available to your organizatio n.
This page is intentionally left blank. 1. Call the voice messaging system and se lect 3 1 1 . The system will tell you whether or not your entire me ssage notification is activated. 2. T o activate or deactivate a specific schedule line, press 2 . 3. Enter the schedule line number 4.
IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 81 Personal Assist ant With Personal Assistant you can designate buttons that callers can press when listening to your vo icemail message that will au tomatically transfer them to another extension.
IP edge Other Messaging Applications 82 TOS HI BA IPedge UG 06/1 1 Accepting or rejecting calls at a call-out Once a call rings through to your call-ou t number you have the option of accepting or rejecting the call.
IP edge Other Messag ing Appl ications IPedge UG 06/1 1 TO SH I BA 83 Setting up a Personal Schedule The personal schedule allows yo u to manage calls according to a schedule you define. With the personal schedule you can: • Route a call to one or mult iple destinations based on caller ID, time, or a combination of the two.
IP edge Other Messaging Applications 84 TOS HI BA IPedge UG 06/1 1 the voicemail. Y ou can open this attachment with any a udio player installed on your computer to listen to the reco rding or on your telephone as sh own below . Click the “Link to message” to pl ay your message using the telephon e.
IPedge UG 06/1 1 TO SH I BA 85 Call Manager Basics 8 The IPedge Call Manage r works with Net Server to provide a po werful "PC- Phone" to enhance productivity fo r telephone users.
IP edge Call Manager Basics 86 TOS HI BA IPedge UG 06/1 1 The Main Screen This section gives an overview of th e main user interface of th e Call Manager , including the buttons, displays, an d indi cators, which allow you to easily and efficie ntly operate your phone.
IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 87 T abs – Home, Actions, Preferences, T ools The tabs contro l various functions and settings. • Home – has some of the basic telep hone functions, such as Make Call, Answer , Hold, Transfer , Hangup, Forward, DND On/Off.
IP edge Call Manager Basics 88 TOS HI BA IPedge UG 06/1 1 A number of shortcut keys allow you to use th e keyboard in place of the mouse to control Call Ma nager . The list o f Shortcut keys can be found using the menu selection Setup>Shortcut Keys.
IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 89 Exp anded V iew In “Expanded” view the Call Manager is enlarged beyond the comp act view to provide the user with add itional buttons, indictors, info rmation to manage mu ltiple simultaneous calls and to access many ot her features.
IP edge Call Manager Basics 90 TOS HI BA IPedge UG 06/1 1 • Programmable Buttons – A number of keys can be easily configure d by the user as “Feature” keys, “S peed Dial” keys, “Call” keys, “User Action” keys, etc.
IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 91 Shortcut s Y ou can use the Quick Access T oolbar or KeyT ips to execute various comm ands. The QA T and KeyT ips available in SCM are explained below .
IP edge Call Manager Basics 92 TOS HI BA IPedge UG 06/1 1 The Side Window Screen Click the “Side Window” button on the ma in screen to cause the side window to appear just to the right side of th e main window or below when the main window is docked.
IP edge Call Manager Basics IPedge UG 06/1 1 TO SH I BA 93 Comp anion Application Windows Companion Application tabs open as the result of clicking one of the Call Manager tabs. Th ese windows open docked (connected) to the main window or can be undocked (moved away) from the main window .
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IPedge UG 06/1 1 TO SH I BA 95 Using Call Manager Features 9 This chapter defines how to use t he IPedge features using Call Manager . Features included are Call Handl ing, syst em, Call Center , and Microsoft Outlook features.
IP edge Using Call Manager Features 96 TOS HI BA IPedge UG 06/1 1 Hot Key Dialing 1. Highlight a telephone number in another a pplication. 2. Using the keyboard, press the key combination assigned fo r Hot Key Dialing. The call will proceed di aling the number highlighted.
IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 97 or press the Answer Hot Key (F9 ). Note: Call Manager must have focus for the key to work.
IP edge Using Call Manager Features 98 TOS HI BA IPedge UG 06/1 1 Call Forwarding T o Set Cal l Forwarding 1. Click the FWD Off button. 2. Choose a Forwarding typ e from the pull-do wn listing (shown below) . 3. Enter a Destination for the forwarde d calls.
IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 99 St atus Messages and DND S tatus messages is available under the DND Of f option. Setting a S tatus Mess age 1. Click the button to bring up the Set S tatus Message window . The following screen dis plays.
IP edge Using Call Manager Features 100 TOS HI BA IPedge UG 06/11 Viewing Extra Call Information Call Manager has the ability to attach, retain, and display extra information taken on a call.
IP edge Using Call Manager Feat ures IPedge UG 06/1 1 TO SH I BA 101 T o Copy Call Informati on to Another Application With the “Call Info” window open, click the Copy button to place th at specific information on the Windows clipboa rd for pasting into an other program.
IP edge Using Call Manager Features 102 TOS HI BA IPedge UG 06/11 Changing Agent St atus 1. Click the ACD S tatus button. The following ACD Agent S tatus window will appear: T o Make Agent Unavailable 1. Use pull-down list and choose a reason. 2. Click the Make Unavailable button.
IPedge UG 06/1 1 TO SH I BA 103 Preferences 10 PREFERENCES This section d efines settings that are av ailable to the user and can be chang ed to meet their needs.
IP edge Preference s 104 TOS HI BA IPedge UG 06/11 General These settings cont rol how Call Manage r interacts with other Window s-based programs and how it should react when calls ring or are being diale d. Extra Call Informati on can be enabled and content to be displayed defined as well as details for Microsof t Outlook Integration when used.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 105 Call T ypes • Once Call Logging is enabled, a choice needs to be made to log All, Intercom Only , or Outside Only calls. • Sound File – Enter the path to the .W A V file to be played. Use the Browse button when needed to search for the path to the sound file.
IP edge Preference s 106 TOS HI BA IPedge UG 06/11 T o Add or Change a St atic Info Field: • Field Name – Select from the pre-defi ned list of fields or create you own field name. This name must ma tch exactly the info rmation field whe re the information is held.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 107 • Home Area Co de – Enter you r home area c ode. This is us ed for dialing loca l calls when the area code needs to be stripped from the dialing.
IP edge Preference s 108 TOS HI BA IPedge UG 06/11 Dialing T ab Click Preferences > Dialing or Preferences > General > Dialing t ab. Use this tab to determ ine whether to follow a Server-based dial plan, use a dia l plan defined for your station, or dial all the codes yourself.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 109 Dialing Outs ide Numbers • Dial same as User Dialed – With this option selected, o utside phone numb ers will be dialed exactly how the user di aled them (unchange d by Call Manager).
IP edge Preference s 11 0 TOS H IBA IPedge UG 06/1 1 Defining a Lo c al Diali ng Plan Each area of the US uses a dif ferent set of rules for determining wh ich calls are local calls or long distan ce. For your area, a good source fo r determining how to define your dialing plan , use the opening pag es of your phone book.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 111 Calling Within My Home Area Code • Home Area Code – Set this to the Area code where the phone is located.
IP edge Preference s 11 2 TOS H IBA IPedge UG 06/1 1 Calling Out side My Home Area Code • Any calls outside your Home Area Code LOCAL calls? – Select either None or Only Calls to These Area+Of fice Codes. • Local Area+Office Co des – This entry is only presen ted when you chose Only Call to These Area+Of fice Codes in the previous step.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 3 Docking T ab The docking t ab defines the conten ts of Call Manager when docked to the top or bottom of the screen. This includes whether docking is enabled or disabled and a listing of contents by display priority ( space limits what can be displayed).
IP edge Preference s 11 4 TOS H IBA IPedge UG 06/1 1 Advanced T ab Access this sc reen by clicking Prefer ences > General > Advanced tab. The basic connection for the Call Manag er ca n be changed using this screen. It also has the capability of sending log f iles to T echnical Support for debugging problems encountered.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 5 T API Service Provider • Enter the Service Provider Name – This must be set to acce ss the T API service provide r to be used – typically , this would be set to: Net Server .
IP edge Preference s 11 6 TOS H IBA IPedge UG 06/1 1 Diagnostic Logging/ Uplink Clicking this button enab les the Debug utility and ha ve it show on the Main Menu under Settings as well as provide an .
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 7 Setting Up Hot Key Dialing & Popup Call Mana ger provides two global “Hot Keys” that you can press w ithin any application to send a request to Call Ma nager . The first key is the Dial H ot Key provides a method for dialing a n umber from any application.
IP edge Preference s 11 8 TOS H IBA IPedge UG 06/1 1 Skin Editor The entire color scheme as we ll as the look-and-feel of the Call Manager can be changed dramatically , by simply selecting a different skin . Skins can affect the followin g elements of Call Manager: • Screen background colors , texture and appearance.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 11 9 When the design is complete, then you can easily ch ange to this skin by right- clicking the mouse on the logo on th e main window and selecting the skin name from the Phone Colors menu .
IP edge Preference s 120 TOS HI BA IPedge UG 06/11 The Skin Editor S tart by Opening a Skin File or Creating a New File. The design begins by loading an e xisting Skin File or startin g with a new skin design. See the pr ocedures abov e. Set Background Colo r and General Appearance Select the color scheme from the drop down menu .
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 121 • Change Low Priority T ext Color • Change Font • Res e t Insert your Logo into the Skin Y ou can choose a graphic dif ferent from the default logo that ma y be used for display in the title line of the Call Manager displa y , and application menu logo.
IP edge Preference s 122 TOS HI BA IPedge UG 06/11 Email skins T o send the skin using email, click on the email skin button (shown right). A Microsoft Outlook message dialog box displays (shown below). Enter the appr opriate addres s(s) to send the skin.
IP edge Preference s IPedge UG 06/1 1 TO SH I BA 123 T ab Settings The options to add, update or delete tabs can be found here . T ab settings is for managing compa nion applications. The Revert button brings all the comp anion applications that have been docked out side back to the main window .
IP edge Preference s 124 TOS HI BA IPedge UG 06/11 Delete T ab Click on the item in the 'T ab' column to toggle deletion (icon has a red 'X' through it to indicate it will be deleted). Hold down the shif t or control key to select multiple items.
IPedge UG 06/1 1 TO SH I BA 125 Buttons 11 This chapter shows how to use and add, delete or edit bu tton and button banks. Programmable Buttons T o access Buttons There are three metho ds to access buttons: 1. Click on the Personal Call Handle r button and then the Buttons tab.
IP edge Buttons 126 TOS HI BA IPedge UG 06/11 8 banks, which means the buttons in that bank are displayed in the application (No two application s can share the same bank). User Programmable Keys The Call Manager has many dif ferent User Programmable keys on the main screen, on the Side Window , or on the Extra Button windows.
IP edge Buttons IPedge UG 06/1 1 TO SH I BA 127 Note: Some users may not have permission to change buttons and keys. • Sample – Displays the appearance of the following selection s. • Key Label – T ype a label for the key . • Back Color – Choose the color of the key .
IP edge Buttons 128 TOS HI BA IPedge UG 06/11 Y ou can also include an “X” character in a phone number str ing to have the dialing stop at that point and qu eue up the rest of the number in the dial buf fer . The user can listen to the call and click th e Dial button to dial th e rest of the digits at the appropriate time.
IP edge Buttons IPedge UG 06/1 1 TO SH I BA 129 The commands that may be available will depend up on the PBX you are using. Commands that may be available includ e: * An enhanced feature is available in User Defined Action s User Defined Action Keys Customized featu res can be placed on keys by us ing User Defined Actions.
IP edge Buttons 130 TOS HI BA IPedge UG 06/11 Select the appropriate action or button to add, copy , edit, test, or delete action. The appropriate action screen displays. Click Save and then click Done. Refer to Chap ter 5 – Actions for more in formation on editing actions.
IP edge Buttons IPedge UG 06/1 1 TO SH I BA 131 Web Ke ys Web keys allow you to program an Inte rnet (or intranet) URL into the key . Press the key to open the default web br owser to the specified web pa ge. Run Program Keys Th is sets the key to run a spe cific application or load a specific document.
IP edge Buttons 132 TOS HI BA IPedge UG 06/11 • Drag a Cont act from Microsoft Outloo k to a key to create a S peed Dial button • Drag a call from the Call History to create a S peed Dial button .
IPedge UG 06/1 1 TO SH I BA 133 Actions 12 Y ou can define powerful actions that can be used with both the Personal Call Handler and under the Pro grammable Keys . These act ions can be as simple as playing a .W A V file to as powerful as sending a specific DDE message to another programs to “Screen Po p” a databa se.
IP edge Actions 134 TOS HI BA IPedge UG 06/11 Att ach Account Code This action attaches an account code to the active call. This acco unt code is passed to other applications su ch as Insight or T ASKE Contact. * Account # – Enter an accountin g number to be associated with this call.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 135 Log Info to File This action writes a string of information to a text file. This can be used to make a call log, like personal SMDR, and/or to trigger actio ns in other programs.
IP edge Actions 136 TOS HI BA IPedge UG 06/11 Minimize Phone Screen This action shrinks the Call Manager screen to an Icon in the T ool T ray . T o return Call Manager to it s original position requires the user to either do uble- click the icon in the tray or right-click and select Show .
IP edge Actions IPedge UG 06/1 1 TO SH I BA 137 Extra Info • Field Name – Enter the name of the fi eld to be changed. This name must match exac tly the field nam e includin g uppercase and lowercase synt ax.
IP edge Actions 138 TOS HI BA IPedge UG 06/11 Pop Internal W eb Browser This action can be used to send a URL to the ‘built-in’ web browser of the Call Manager (w hen installed) or can be us ed to create acce ss to other companion application programs.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 139 Popup Call Info Screen This action will pop open eith er the S tandard Call Info screen or Extra Call Info screen.
IP edge Actions 140 TOS HI BA IPedge UG 06/11 Popup Phone Screen This action causes a popup (Restore ) of the Call Manager screen from an icon. • Phone Screen Size – Select the size for Call Man ager ’s main screen. The choices are to restore to the Last Size Used, Small (o r compact view), or Large (or exp anded view).
IP edge Actions IPedge UG 06/1 1 TO SH I BA 141 Send DDE Msg This action sends a DDE Execute message to another pr ogram on the PC. Frequently this is used to “Screen Pop” a contact managemen t program, such as Goldmine.
IP edge Actions 142 TOS HI BA IPedge UG 06/11 Send Keystrokes to a Program This action provides a way to send keystrokes to another Windows program just as if the user typed them into that program. This can be used, for example, to pop up anoth er program whenever a ca ll rings in.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 143 Spe ci a l Ke ys The plus sign (+), caret (^), percent sign (%), tilde (~), an d parenthese s ( ) have special meanings. T o specify one of thes e characters, enclose it inside braces. For example, to specify the plus sign, use {+}.
IP edge Actions 144 TOS HI BA IPedge UG 06/11 Combination Keys T o specify keys combined with any combination of Sh ift, Control, and Alt keys, precede the regular key code with Shif t, Control, or Alt code. T o specify that Shift, Ctrl, and/o r Alt should be held down while several other keys are pressed, enclose the cod e in pare ntheses.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 145 Set Phone Forwarding This action changes the Call Forwarding settin g of the phone in the PBX for the prime DN of the phone. T he action c an determine th e type of f orwarding (Immediate, Busy , No Answer , Busy/No Answer , or Of f) and the destination.
IP edge Actions 146 TOS HI BA IPedge UG 06/11 System/PBX Command This action can be used to send ap propriate OAI commands to the PBX to perform fun ctions. For exam ple, you could have an action that se ts your DND message to “UNA V AILABLE” using t he following: N 16 .
IP edge Actions IPedge UG 06/1 1 TO SH I BA 147 T ransfer Call This action causes the act ive call to be tr ansferred to another phone, directly to a specific V oice mailbox, or to an out s ide phone number (i.e. 9,4969040). • T ransfer T o – Enter an extension number or out side number to be called.
IP edge Actions 148 TOS HI BA IPedge UG 06/11 Action V ariables Call Manager uses variables to provide informa tion to actions. Call Manager replaces the variable token code with the appropriate valu e when the action executes. For example, %P becomes ‘4 804969040’ when you re ceive a call from T oshiba.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 149 Note: Insert +x following the ‘%’ character to re strict the variable value to the first ‘x’ or leftmost characters. Insert –x to restrict the va riable value to the last ‘x’ or right most characte rs.
IP edge Actions 150 TOS HI BA IPedge UG 06/11 System V ariables Call Manager also uses System V ariable s for Action p arameter str ings, such as Date and T ime. They can also provide some control over text logging actions with Carriage Return, Line Feed, T ab, and Random Numbers (for file names.
IP edge Actions IPedge UG 06/1 1 TO SH I BA 151 Exporting Actions Once an action has been desig ned, exporting the action is recommen ded to provide a backup copy as well as a file t hat can be copied to other Call Managers.
IP edge Actions 152 TOS HI BA IPedge UG 06/11 T esting Actions While in the Add/Edit Action sc reen, a Sh ow T es t/Hide T est button is offered. Pressing this button when it is titled Show T est, will expand the window to a set of “T est V alues” that can be set re presenting the va riab les used within the action.
IPedge UG 06/1 1 TO SH I BA 153 Personal Call Handler 13 Personal Call Handler This powerful feature o f Call Manager a llows you to create Ca ll Handling Rules to automatically take action s when certa in events occur and spe cific conditions are true.
IP edge Personal Call Handler 154 TOS HI BA IPedge UG 06/11 Creating Personal Call Handling Rules The following items will define how to ed it, delete or add new rules.
IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 155 or highlight the rule to be changed and click Edit. 2. Select a T riggering Event and Set the Conditions The types of events that can be used to trigger a rule can be divided into call related trig gers, system t riggers, and s tatus change trigg ers.
IP edge Personal Call Handler 156 TOS HI BA IPedge UG 06/11 • Account Code – Select the account cod e type to be used. For the last two options, enter a specific number in the box includ ing wildcard characte rs when needed. See Like Matches and Unlike Matches for use of wildcards.
IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 157 • Call T ype – Select the ca ll type for the ringing call. • Call Direction – Select the direct ion of the call to be triggered. • Call was Answered – Select whether the call was answered.
IP edge Personal Call Handler 158 TOS HI BA IPedge UG 06/11 • ACD Call Ringing – Happens whenever a call rings on the phone that is part of an ACD group (ignor es non-ACD calls). • Call T ype – Select the call type for the ringing call. • Phone S tate – Select th e Phone S tate when the call arrives.
IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 159 • St atus is Idle – Wheneve r the station is idle and the DND button is toggled or whenever an ACD agent en ds “wrap-up” time and becomes availab le to take a call. • Do Not Disturb S tatus – Se lect whether the station is to be considered idle when the DND S tatus is.
IP edge Personal Call Handler 160 TOS HI BA IPedge UG 06/11 • Outlook Calendar Appointment – An event that occurs at the start time of the appointment and again when th e appointmen t time ends (‘Free’) . • Calendar S tatus – Select to match the Outlook Ca lendar S tatus options: Any , Free, Busy , Out of Of fice.
IP edge Personal Call Handler IPedge UG 06/1 1 TO SH I BA 161 Like Matches When you design a Rule to trigger using a S pecific N umber (for the CallerID number or Account number ) or on a S pecific Name (for the CallerID n ame) you can design the rule to eith er search for an exact matc h or a “LIKE” match.
This page is intentionally left blank. Export Rules Once a rule has been designed, exp orting the rule is recommended to provide a backup copy and that file can be copied to other Call Manager s. T o export a rule, you will need to be in the Add/Edit Rule screen and click the Ex port Rule button.
IPedge UG 06/1 1 TO SH I BA 163 Using Microsof t Outlook 14 Dialing from within Outlook When Outlook Phone Link has been insta lled, a "Phone Icon" will appear on your Outlook main T ool bar . Then when you are in any Outlook Cont acts folder and you have a contac t highlighted, you can press this butto n to dial.
IP edge Using Microsoft Outlook 164 TOS HI BA IPedge UG 06/11 With this, you can see the informatio n about who is ca lling and then can manually open a Cont act or Journal.
IP edge Using Micros of t Outlook IPedge UG 06/1 1 TO SH I BA 165 Integrating with Outlook Calendar One typical integration with Outlook Calendar is to put Appointment infor mation on DSS key so that all other Call Man ager users know your cu rrent presence st atus.
IP edge Using Microsoft Outlook 166 TOS HI BA IPedge UG 06/11 Create Personal Call Handler Rules T wo Personal Call Handler Rules will be needed, both us ing the Outlook Calendar Appo intment event which sends a message when an a ppointment start s and a second when it ends.
IPedge UG 06/1 1 TO SH I BA 167 Using Comp anion Applications 15 Cont acts The Cont acts companion ap plication tab has Dire ctories, Presence st atus and S peed Dial combined. The Contacts t ab lists current phone di rectories. Phone di rectories will include “CIX Directory” (created by defa ult), and any personal directories tha t you create.
IP edge Using Compan ion Applications 168 TOS HI BA IPedge UG 06/11 CIX Direc t ory List o f names and extensions on the teleph one system. • T o Call – Press Enter to dial the highlighted number , or double-click the desired name from the list.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 169 • T o Delete a Filter Entry – U se the pu ll down list and select an entry to be removed and pr ess Del. The filter strings are case sensitive and will hide all entries starting with exactly the same string of characters.
IP edge Using Compan ion Applications 170 TOS HI BA IPedge UG 06/11 2. Right c lick on an entr y for options t o either call, ch at, broadcas t, edit or delete group. 3. When you select Edit group, the following dialog box displays. Use th e double arrow buttons to add or remo ve users from the group (shown right).
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 171 The Presence status shows the st atus o f users, such as Idle, Busy , etc. Right click the member to sta rt Chat or call the person through Call Manager .
IP edge Using Compan ion Applications 172 TOS HI BA IPedge UG 06/11 History Call Manager auto matically creates a log of calls dialed an d received on the local telephone extension. This Call History provides the user with a valuable log of his or her phone calls.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 173 • T ype – This can e ither be IC or CO indicatin g the type of call, internal or external. It also indicate s the S tation (ACD/Hunt Group, Announcement (AA), and voicemail. • Notes – Shows the ‘Notes’ that were t aken during this call.
IP edge Using Compan ion Applications 174 TOS HI BA IPedge UG 06/11 The following functions are available on the toolbar : • Find Similar Calls (Filter icon) – Enables the Filters optio n pre- configured with information to match the selected call.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 175 3. Press the Search button to find the calls (on the curre nt page) that match AL L of the selected options. Call History will update the “Calls” counter and “Call Display” area on the main screen.
IP edge Using Compan ion Applications 176 TOS HI BA IPedge UG 06/11 ACD Viewer The Call Manager ACD View er program allows Call Manager user s connected to S trata ACD to view the status of all ACD group s in which they are members.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 177 Logging In or Out • Click the Change Agent ID icon to open the ACD Login/Logout window . Note: The right list box shows available group s for the identified agent number . The left list box shows group s currently logged into.
IP edge Using Compan ion Applications 178 TOS HI BA IPedge UG 06/11 T o Make Agent A vailable 1. Click the Make Available button. 2. Click Done. T o Set the ACD St atus to WrapUp 1. Click Set WrapUp button. 2. Click Done. Note: The Set W rapUp button is NOT av ailable on all installations.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 179 ACD Group St atus This section allows you to setup how ACD viewer changes ACD group st atus based on activity conditions. Dif ferent colors represent the dif ferent st atus conditions of (how busy is) each ACD group.
IP edge Using Compan ion Applications 180 TOS HI BA IPedge UG 06/11 Active Status (Green), Idle St atus (Blue), and Disabled St atus (Black) The ACD Group S tatus will automatically appear Green if there are agents logged into the group and there are calls t aking place in the group, but there are no waiting calls for th e group.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 181 CM LCD In some cases you may want to keep the ACD viewer hidden but have it send messages to the LCD display of the Call Manager to show the ACD queues status.
IP edge Using Compan ion Applications 182 TOS HI BA IPedge UG 06/11 Miscellaneous If on your system each Agen t ID is the same as his/her PBX extension you should enable the “PBX exte nsions correspond to Agen t IDs” option. That is agent ID “100” uses PBX extension “100” , agent ID “105” uses PBX extension “105, etc.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 183 Black (Disabled) = the ACD queue is disabled (either b y a supervisor or by being afte r-hours in the schedule) . T o ’expand’ the information on an ACD grou p, simply click on the Plus sign next to the status icon.
IP edge Using Compan ion Applications 184 TOS HI BA IPedge UG 06/11 In the expanded view , the “My S tatus” ic on is a special icon that shows your status in the ACD group (logged in, logged out, busy , in wrap-up, etc.), and when you righ t-click on your icon you can change your sta tus or perform a function.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 185 Requesting Supervisor Help When the Request Help Call to Supervisor function is se lected, this sends a He lp Request to a supervisor in the ACD Grou p. Once you initiate the request you will receive a notification that the request has been sent.
IP edge Using Compan ion Applications 186 TOS HI BA IPedge UG 06/11 Chat The Call Manager Chat pr ogram allows Ca ll Manager users connected to the Net Server to interactively have chat co nversations.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 187 T o Place a Chat Call 1. Choose w hom to send a message to by expanding a grou p in the main Chat window . If someone has lo gged out of Call Manager Ch at the icon will appear in gray , and it will show Off Line and the date and time they went off line.
IP edge Using Compan ion Applications 188 TOS HI BA IPedge UG 06/11 T o Send a T ext Message 1. Press a pre-programmed Response button or T ype the message int o the text bo x at the botto m of the windo w and pres s either the Send button or the Enter key on your keyboard (shown below).
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 189 T o Open a Whiteboard (Collaborative) Session • Click Share Whiteboard Screen.
IP edge Using Compan ion Applications 190 TOS HI BA IPedge UG 06/11 3. Define the Urgency , Normal o r Urgent for the message delivery . When Normal is selected, the Broadcast message is sent to your recipien t(s) in black text and when Urgent is select ed the text is in red (shown below).
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 191 Chat Feature Operation Do Not Disturb The Chat Do Not Disturb (D ND) feature is disabled by default. For this feature to operate, the “Enable Do Not Disturb” featur e must be selected in the Features T ab of Chat Setup.
IP edge Using Compan ion Applications 192 TOS HI BA IPedge UG 06/11 Response Buttons All buttons can be changed on-lin e from the Silent Message Conversation window . The first 8 buttons can have th eir responses defined in Chat Setting s; all others can only be define d using the following pr ocedure.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 193 Personal Group s T o Add or Change a Personal Group • Right click a group name in the Chat window and choo se either Add a New Group or , if offered, Cha nge this Group to create a per sonal group.
IP edge Using Compan ion Applications 194 TOS HI BA IPedge UG 06/11 Whiteboard Operation T o access the Whiteboar ds option, from the V iew menu, select Whiteboard. This window provides tools for sharing informatio n on each of your PCs with the another user with an open Ch at conversation.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 195 Drag and Drop Files Files can be shared using the Whiteboards. A file such as a .JPG file can be dragged onto the White Board window an d the image will display on the other ’s shared window .
IP edge Using Compan ion Applications 196 TOS HI BA IPedge UG 06/11 Configuring Chat Y ou configure Chat by making parame ter choices in the Se tup dialog box. Y o u can make Chat integrate with oth er applications including your sof t phone by using the DDE Inte rface command s.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 197 On Incoming Broadcast Message • Normal Message – Check box next to “Pla y W ave file:” to allow playing a W A V file each time a new broadcast message comes in. Y ou can click on Browse to specify which W A V file you want to play .
IP edge Using Compan ion Applications 198 TOS HI BA IPedge UG 06/11 T o Change Message in Response Buttons Note Only the first eight Re sponse Bu ttons can be changed from the Preferences window . All buttons can be changed on-line when in a conve rsation.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 199 Features T ab In the Features ta b, two features can be enabled and the locatio n where the settings will be saved is specified. Features • Allow Others to Push a URL to me – Check to allow URL ’s to be pushed to this location by othe rs.
IP edge Using Compan ion Applications 200 TOS HI BA IPedge UG 06/11 Logging T ab The log ging tab window is used to en able the logging o f all conversatio ns to a file and define ho w the file is to be named.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 201 Format of the DDE Command Interface Other programs can be setup to send DDE comm ands to trigg er actions in Chat to perform a set of functions.
IP edge Using Compan ion Applications 202 TOS HI BA IPedge UG 06/11 Command 2 – Open a Chat Session with this User Name Format: CALLNAME, "Name", Msg_T ype, "Message", Send_Option where: • CALLNAME = The command name. • “Name” = T he name of the person t o chat with.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 203 Command 3 – Set DND option on or off in Chat Format: DND,DND_S tate,"Message" where: • DND = The command name. • DND_S tate = Enter “ON” for turnin g on DND or “OFF” when turning off DND.
IP edge Using Compan ion Applications 204 TOS HI BA IPedge UG 06/11 3. In Call Manager create two Perso n al Call Handler Rules to trigger when the DND status changes causing Chat DND to follow Call Manager ’s DND st atus. The two rules are shown below .
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 205 In DDE Message enter: ONESHO T ,”<T ech Support>”,H,”Group Meeting at &U+’15 ’”,60 3. In Call Manager creates a Persona l Call Handler Rule to trigger when a Calendar Reminder event occurs an d the Subject matches Group Meeting.
IP edge Using Compan ion Applications 206 TOS HI BA IPedge UG 06/11 Dialer The Dialer allows Call Manager users to easily schedule phone calls to be placed later .
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 207 •D a t e – this column shows the date the call is to be pla ced or when the call was completed. •T i m e – this column shows the time the ca ll is to be placed or was completed.
IP edge Using Compan ion Applications 208 TOS HI BA IPedge UG 06/11 Sorting Entries T o sort the entries simply click on the column header by which yo u desire the sort to occur . Click the same column header again and it will switch the sort from ascending to descending (or vice versa).
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 209 action could be a nything, but typical uses would probably be to open a Journal entry or pop up an after -call survey form to take note s on the call.
IP edge Using Compan ion Applications 210 TOS HI BA IPedge UG 06/11 Methods for Adding Calls Of ten times you may want to add mu ltiple calls from contact or call information that might be cont ained in other applications. The Dialer provides a couple of ways to accomplish this.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 21 1 with at least two columns (Name and Phone number) as shown in th e following example. Then simply use “Save As” and save the file as a “T ext (T ab delimited)” file, as shown in the following window .
IP edge Using Compan ion Applications 212 TOS HI BA IPedge UG 06/11 Drag-and-Drop Other file s Any program that can export cont acts into a “tab-delimite d” or “comma- delimited” text file format can oper ate with the Dialer .
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 213 Manager cannot detect an d display the Do-Not-Disturb setting of the phone, in which case this setting has no effect. • Delay Between Calls – it’ s often desirable to provide some “wrap-up” time afte r the last call before dialing the next call.
IP edge Using Compan ion Applications 214 TOS HI BA IPedge UG 06/11 when the button is pressed. Op tionally , the label ca n be changed to meet your needs.
IP edge Using Companion Applicat io ns IPedge UG 06/1 1 TO SH I BA 215 Buttons All buttons in the Call Manager are created equal so that any button can be programmed as any other button . The More Buttons comp anion application also be used for ACD functionality .
IP edge Using Compan ion Applications 216 TOS HI BA IPedge UG 06/11 Web Browser Call Manager provides an i ntegrated web browser window for acce ss to Internet o r Intran et locations , or direct access to local HTML files.
IPedge UG 06/1 1 TO SH I BA 217 W eb-based User Administration 16 This chapter familiarizes you with the Web-based Enterpri se Manger User administration tool. Y ou can manage your commun ication devices using a web browser from even remote locations.
IP edge Web-ba sed User Administration 218 TOS HI BA IPedge UG 06/11 Log In 1. S tart Microsoft Internet Explorer . 2. Enter the appropriate URL address field (c heck with your System Administrator).
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 219 Home Using the Home screen, you can do any of th e following functions. The buttons that display on this screen is based on the your te lephone - 10 button or 20 buttons.
IP edge Web-ba sed User Administration 220 TOS HI BA IPedge UG 06/11 Keystrip Labels The Feature Key or Button assig nments enable ea ch button on the telephone to be addresse d and coded to re present a function or feature to be performe d. The telephone button layout on the screen will look like the telephone connected to th is extension.
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 221 DND Activating When you activate Do Not Disturb (DND), internal and exter nal calls do not ring your telephone.
IP edge Web-ba sed User Administration 222 TOS HI BA IPedge UG 06/11 • S tation and System S peed Dial index numbers can be ente red. The S peed Dial index number will automatically dial out on the extension or Line progr ammed on the One T ouch button with the associated S peed Dial index number .
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 223 Ring T ones T o set distinctive ringing 1. Left mouse click the key button. The S tation key data dialog box displays. 2. Under T o ne Pitch, enter the appr opriate levels for External Pitch and Internal Pitch.
IP edge Web-ba sed User Administration 224 TOS HI BA IPedge UG 06/11 Settings Y ou can modify your telephone settings using Settings screen. Y ou can click on the differ ent tabs to access different telepho ne settings. 1. After you have entered the setting s in the parameters.
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 225 Call Forward This screen has two p arts: • CF Internal Calls and Line Calls • CF Direct Line Calls CF Internal and Line Calls This Call Forward option allows you to fo rward internal calls and out side line calls that come to your extension to another destin ation.
IP edge Web-ba sed User Administration 226 TOS HI BA IPedge UG 06/11 T able 13: Call Forward Internal Calls and Line Calls, CF Direct Line Calls F IELD D ESCRIPTION CF All Calls to Call Forwar d Destination. The call forward destination is the tel ephone number that sho uld be called when your telephone cal l forwards.
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 227 CF Internal – CF Busy or No Answer to When Call Forward Busy or No Answer is activated on your telephone and your telephone rec.
IP edge Web-ba sed User Administration 228 TOS HI BA IPedge UG 06/11 Speed Dial Y our telephone must have S tation S peed Dial numbers enabled by your System Administrator to provide the S tat ion S peed Dial fe ature. Y ou can have a maximum of 100 S tation S peed Dial Numbers (up to 32 digi ts each) assigned to each station .
IP edge Web-bas ed User Administration IPedge UG 06/1 1 TO SH I BA 229 V oice Mail Y ou can modify your V oice Mail settings using this screen. 1. Make the appropriate changes. 2. Click the Save button. Using this menu, you can make changes to the following: • Change the Message W aitin g light for the mailbox.
IP edge Web-ba sed User Administration 230 TOS HI BA IPedge UG 06/11 Preferences Using this screen you perfor m the following functions: Select the Phone display language MPM display language MPM Colo.
Index A ~ C IPedge UG 06/11 231 Index A account code, 134 account codes, 37 forced, 37 verified/non-verified, 37 account number, 136 ACD, 220 ACD call ringing, 158 ACD key view, 104 ACD Keys, 130 ACT,.
Index D ~ K 232 IPedge UG 06/11 call handler mode, 92 call handler rules, 92 , 166 add or change, 154 creating, 154 delete, 154 call hold, 26 call info export, 134 call pickup, 46 , 220 call waiting, .
Index L ~ P IPedge UG 06/11 233 ACD, 130 action, 129 change, 126 copy, 126 DSS extension, 130 feature code, 127 initialize, 126 label, 127 PBX command, 128 run program, 131 speed dial, 127 swap, 126 s.
Index R ~ W 234 IPedge UG 06/11 popup, 117 preferences user, 104 presence, 169 privacy override, 56 programmable keys, 126 R ready to dial, 109 re-dial, 95 redial, 15 , 88 ringing distinctive settings.
Een belangrijk punt na aankoop van elk apparaat Toshiba IPedge IP Telephone (of zelfs voordat je het koopt) is om de handleiding te lezen. Dit moeten wij doen vanwege een paar simpele redenen:
Als u nog geen Toshiba IPedge IP Telephone heb gekocht dan nu is een goed moment om kennis te maken met de basisgegevens van het product. Eerst kijk dan naar de eerste pagina\'s van de handleiding, die je hierboven vindt. Je moet daar de belangrijkste technische gegevens Toshiba IPedge IP Telephone vinden. Op dit manier kan je controleren of het apparaat aan jouw behoeften voldoet. Op de volgende pagina's van de handleiding Toshiba IPedge IP Telephone leer je over alle kenmerken van het product en krijg je informatie over de werking. De informatie die je over Toshiba IPedge IP Telephone krijgt, zal je zeker helpen om een besluit over de aankoop te nemen.
In een situatie waarin je al een beziter van Toshiba IPedge IP Telephone bent, maar toch heb je de instructies niet gelezen, moet je het doen voor de hierboven beschreven redenen. Je zult dan weten of je goed de alle beschikbare functies heb gebruikt, en of je fouten heb gemaakt die het leven van de Toshiba IPedge IP Telephone kunnen verkorten.
Maar de belangrijkste taak van de handleiding is om de gebruiker bij het oplossen van problemen te helpen met Toshiba IPedge IP Telephone . Bijna altijd, zal je daar het vinden Troubleshooting met de meest voorkomende storingen en defecten #MANUAl# samen met de instructies over hun opplosinge. Zelfs als je zelf niet kan om het probleem op te lossen, zal de instructie je de weg wijzen naar verdere andere procedure, bijv. door contact met de klantenservice of het dichtstbijzijnde servicecentrum.
