End User Guide - VTC

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Simplicity v8.1End User GuideDocument VPM-777-200, Version 1.1

Document Version 1.1CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideContents1Introduction . 1-12Making calls. 2-12.1Internally . 2-12.2Externally . 2-12.3Emergency calls . 2-12.4Speaker phone . 2-12.5Ending calls . 2-13Answering calls. 3-13.1Using the handset . 3-13.2Using the speaker . 3-14Call Forwarding . 4-14.1Introduction . 4-14.2Immediate, Busy and No Answer Call Forwarding using the handset . 4-14.2.1Enabling . 4-14.2.2Disabling . 4-14.2.3Access codes . 4-14.3Selective Call Forwarding using the handset . 4-24.4Remote access to Call Forwarding . 4-25Advanced call handling . 5-15.1Putting a call on hold . 5-15.2Call Waiting . 5-15.3Transferring a call . 5-15.4Three Way Conferencing . 5-25.5Parking a call. 5-25.6Retrieving a parked call . 5-35.7Do Not Disturb . 5-36Voicemail . 6-16.1Accessing voicemail . 6-16.2Using the voicemail system . 6-17Other phone features . 8-17.1Speed dials . 8-1i

Metaswitch Hosted PBX V8.1End User GuideDocument Version 1.17.2Monitoring other lines. 8-17.3Paging . 8-27.4Account codes . 8-27.5Headset . 8-37.6Further information . 8-38Introducing CommPortal . 9-18.1Accessing . 9-18.2Logging in . 9-18.3Using CommPortal. 9-28.4Refreshing a page . 9-38.5Logging out . 9-3910CONFIDENTIALCommPortal Dashboard . 10-19.1Messages . 10-19.2Missed calls . 10-29.2.1Call back . 10-29.3Contacts. 10-39.3.1Calling a contact . 10-49.4Settings . 10-4Messages & Calls. 11-110.1 Messages . 11-210.1.1Listen to a message . 11-310.1.2Deleting a message . 11-310.1.3Marking a message as heard . 11-310.1.4Marking a message as new . 11-410.1.5Call back . 11-510.1.6Add caller to contacts. 11-510.2 Missed . 11-510.2.1Add caller to contacts. 11-610.3 Dialed . 11-610.3.1Add dialed number to contacts . 11-710.4 Received . 11-810.4.1Add number to contacts . 11-811Contacts . 12-111.1 Contact List . 12-211.1.1Searching. 12-311.1.2Add a new contact . 12-411.1.3Editing a contact . 12-811.1.4Deleting a contact . 12-8ii

Document Version 1.111.1.511.1.6CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideCalling a contact . 12-8Groups . 12-911.2 Speed Dials . 12-1211.2.1Adding a speed dial . 12-1311.2.2Deleting a speed dial . 12-13121311.3Extensions . 12-1411.4Short codes . 12-16Incoming Call Manager (ICM) . 13-112.1Summary . 13-112.2Rules based routing . 13-212.3Schedule based routing . 13-712.4Special days (holidays) . 13-8Settings . 14-113.1Account . 14-213.2Calls . 14-413.3Messages . 14-613.4Notifications . 14-913.5 Reminders . 14-1613.5.1Adding reminders. 14-1613.5.2Deleting reminders . 14-1814Click To Dial. 15-114.115Calling from your regular phone. 15-2Configuring your phone's keys . 16-115.1 Using the Phone Configurator's graphical view . 16-115.1.1Pages of keys. 16-515.2ATable view . 16-6Access codes . A-1iii

Document Version 1.11CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideIntroductionWelcome to your new phone!This document describes the features of your phone, including the webmanagement tool, CommPortal.This guide will help you get up and running with your new phone as soon aspossible. It tells you how to use your phone and the more commonly usedfeatures. Chapters 2 to 8 outline the most common tasks that you will carry out whenusing your new desk phone, including making internal and external callsanswering calls using either the handset or speakerphonesetting up call forwarding using your handsetaccessing your messages through the voicemail systemmoderating and taking part in conference calls.These chapters also describe some more advanced call handling features, suchas putting calls on holdtransferring callsconferencing a third person into a two-way callparking calls.You should familiarize yourself with these chapters first so that you can beginusing your phone as soon as possible. Chapters 9 to 16 describe the more advanced functions and features of yourphone system, including using CommPortal to manage your messages, missedcalls, contacts and phone settings. Appendix A contains a quick-reference guide to all of the access codes thatyou will need when using your new phone. Appendix Error! Reference source not found. can be used to recordinformation that you will need frequently when using your phone system, suchas phone numbers, codes and conferencing information.If after referring to this guide you're still having problems with your phone systemthen please contact your administrator.Introduction 1-1

Document Version 1.1CONFIDENTIAL2Making calls2.1InternallyMetaswitch Hosted PBX V8.1End User GuideTo call another person in your business, lift the handset and dial the other person'sextension. This is typically a 4 digit number.Note that depending on your phone type and configuration, the call may notcomplete automatically once you have finished dialing and you may need to hitthe Dial key once you have dialed the number.2.2ExternallyTo call a number outside of your business, lift the handset and dial the phonenumber. Depending on your phone system you may need to dial a code at thebeginning of the phone number to indicate you are making an external call.Note that depending on your phone type and configuration, the call may notcomplete automatically once you have finished dialing and you may need to hitthe Dial key once you have dialed the number.2.3Emergency callsIn an emergency lift the handset and dial 911. If you need to dial a code whencalling an external number, you will also need to dial that code before calling 911.Note that depending on your phone type and configuration the call may notcomplete automatically once you have finished dialing and you may need to hitthe Dial key once you have dialed the number.2.4Speaker phoneTo make a call using your speaker phone, either press the Speaker key or leavethe handset on-hook and dial the number of the person you want to call, followedby the Dial key.2.5Ending callsTo end a call replace the handset, or press the Goodbye key.Making calls 2-1

Document Version 1.1CONFIDENTIAL3Answering calls3.1Using the handsetMetaswitch Hosted PBX V8.1End User GuideTo answer an incoming call, lift your handset and you will be connected to thecaller.3.2Using the speakerTo answer a call using the speakerphone, do not lift the handset and instead pressthe Speaker or Answer key.Answering calls 3-1

Document Version 1.1CONFIDENTIAL4Call Forwarding4.1IntroductionMetaswitch Hosted PBX V8.1End User GuideYour phone system supports a number of different types of Call Forwarding. Immediate (sometimes called Unconditional) Call Forwarding is where allcalls are forwarded to a number of your choice. This can either be to yourvoicemail (which is the default) another extension in your business or anexternal number. Busy Call Forwarding forwards all calls that are received when you arealready on the phone. No Answer (sometimes called Delay) Call Forwarding forwards all calls whenyou do not answer them after a certain delay. Selective Call Forwarding forwards calls from certain numbers to anothernumber.The easiest and most flexible way of configuring call forwarding is usingCommPortal.4.2Immediate, Busy and No Answer CallForwarding using the handset4.2.1EnablingTo use your handset to enable Immediate, Busy or No Answer Call Forwardingdial the access code for the type of call forwarding you want to enable.For example, to use immediate call forwarding to forward all calls, you woulddial *72. Depending on the configuration of your phone system this may set up acourtesy call to the number you are forwarding calls to. The system will onlyenable call forwarding if this courtesy call is answered.4.2.2DisablingTo disable call forwarding, dial the disable code for that type of call forwarding.4.2.3Access codesTable 1: Call Forwarding access codesType of forwardingImmediate/UnconditionalBusyNo Answer/DelayEnable CodeDisable Code*72*73*90*91*92*93Call Forwarding 4-1

Metaswitch Hosted PBX V8.1End User Guide4.3CONFIDENTIALDocument Version 1.1Selective Call Forwarding using the handsetThe Selective Call Forwarding feature can be configured by dialing *63. Thisfeature provides voice prompts to help you with setting it up.4.4Remote access to Call ForwardingYou phone system also supports setting up Call Forwarding remotely using anyphone. To use this feature, follow these steps:1. Dial the remote access to call forwarding number.2. Enter your full 10-digit phone number followed by #.3. Enter your remote access to call forwarding PIN followed by #. Note that thisPIN is different from your CommPortal password.4. Enter the access code of the call forwarding service you wish to configure.5. If you are enabling call forwarding the system will then provide a brokendialtone. Enter the number you would like calls forwarded to.4-2 Call Forwarding

Document Version 1.1CONFIDENTIALMetaswitch Hosted PBX V8.1End User Guide5Advanced call handling5.1Putting a call on holdYou can put a call on hold by pressing the Hold key. You may now replace thehandset without cutting the caller off. You can also now make another call whilethe first call is on hold.To retrieve the call, the Hold key again. If you've made another call since you putthe first call on hold, you'll need to put that call on hold before you can retrievethe first one, using the arrow keys to select the call to retrieve.5.2Call WaitingIf a second call comes in when you are already on the phone, you will hear a toneand the phone screen will display the details of the second caller.To answer this second call you should either select OK, the Answer key, or pressthe line key which is flashing. Answering the second call will automatically putthe first call on hold. You can toggle between the calls by placing the current oneon hold and retrieving the other call.5.3Transferring a callTo transfer a call, follow these steps:1. Press the Xfer key – this places the current call on hold.2. Dial the number of the person you want to transfer the call to.3. If you want to transfer the call before the other person answers, press the Xferkey.4. Alternatively wait until the person has answered before completing thetransfer by pressing the Xfer key.Advanced call handling 5-1

Metaswitch Hosted PBX V8.1End User Guide5.4CONFIDENTIALDocument Version 1.1Three Way ConferencingTo conference a third person into a regular two-way phone call, follow thesesteps.1. When in a regular call, press the Conf or Conference key.2. Dial the person you want to join your call.3. Once this person has answered press the Conf or Conference key again to setup the three way call.5.5Parking a callParking a call places the call on hold in a "park orbit" so that the call can beretrieved from another phone. Depending on your phone type, there are two waysof parking a call.1. If you have keys on your phone for parking calls, when in a call press the keyof the park orbit where you want the call parked. The call will now be parkedand you may now replace the handset.2. If your phone doesn't have dedicated call park keys, follow these steps: Initiate call transfer by pressing the Xfer key. Dial the Call Park access code *53. Listen to the park orbit number where the call will be parked. Complete the call transfer by pressing Transfer or Xfer again.If you have keys on your phone for parking calls these keys will indicate via alight or icon when a call is parked against that orbit.5-2 Advanced call handling

Document Version 1.15.6CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideRetrieving a parked callDepending on your phone type, there are two ways of retrieving a parked call.1. If you have keys on your phone for parked calls, pick up the handset and pressthe key of the park orbit where the call is parked.2. If you don't have dedicated call park keys lift the handset and dial the CallRetrieve access code *54 followed by the park orbit number. 5.7For example, to retrieve a call parked on orbit 1, you should dial *541.Do Not DisturbIf you don't want any calls to ring your phone, but instead go straight through toyour voicemail, you can enable Do Not Disturb.If you have a key marked DND then press this to toggle Do Not Disturb on andoff.If you don't have a DND key then you can dial *78 to turn Do Not Disturb on, and*79 to turn it off.Advanced call handling 5-3

Document Version 1.1CONFIDENTIAL6Voicemail6.1Accessing voicemailMetaswitch Hosted PBX V8.1End User GuideWhen you have one or more unheard voice messages waiting, your phone willdisplay a flashing light.To listen to your messages log in, either by dialing the voicemail access code *98,or press the Messages or Voicemail key if your phone has one.The first time you access you voicemail box you will be asked to set up yourmailbox, and record your name and a greeting to be played by callers.6.2Using the voicemail systemThe voicemail system is menu driven, so listen to the voice prompts and thenpress the keys on your phone to select which option you would like.Once you become familiar with the system there is no need to wait until the voiceprompts have played before pressing a key – you can interrupt the announcementsto speed up your experience.For your convenience, the most commonly used mailbox commands are asfollows.Table 2: Mailbox CommandsTo listen to your voice messages from the main menu:To listen to your other messages from the main menu:To save a message once you've listened to it:To delete a message once you've listened to it:To change your mailbox settings from the main menu:To cancel the current operation:To go back to the previous menu:To finish entering digits, or recording an announcement:Press 1Press 1 1Press 2Press 3Press 4Press *Press *Press #Voicemail 6-1

Document Version 1.17CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideConferencingThe conferencing system allows you to host conference calls with manyparticipants.Conferencing 7-1

Document Version 1.1CONFIDENTIAL8Other phone features8.1Speed dialsMetaswitch Hosted PBX V8.1End User GuideYour phone system supports three different sorts of speed dials.1. Depending on your phone model, keys on your phone can be configured toautomatically call certain destinations. To configure these keys for speeddials, see Section 16.2. Another sort of speed dial is where you dial a short number (1 or 2 digits),which is configured to call a regular extension or phone number. Toconfigure these speed dials, see Section 12.2.3. Your phone system also supports Short Codes. These are short (usually 3, 4or 5 digit) numbers which are speed dials that can be used and are the same onany phone in your business. They are set up by your administrator and youcan view them in CommPortal. See Section 12.4 for how to do this.8.2Monitoring other linesSome models of phones let you monitor the status of other extensions in yourbusiness. A key and a lamp on your phone will be associated with that otherextension. If there is no call in progress on that extension, the lamp will not be lit. If a call is ringing on that extension, the lamp will blink quickly. If a call is on hold on that extension, the lamp will blink slowly. If a call is in progress on that extension, the lamp will be lit solidly.If you want to answer a call that is ringing on the extension you are monitoring,pick up your handset and press the key for that extension. You will be connectedto the caller.You can also use these keys as speed dials for the other extension. To call theother extension when there is no call in progress on it, pick up your handset andpress the key for that extension.Other phone features 8-1

Metaswitch Hosted PBX V8.1End User Guide8.3CONFIDENTIALDocument Version 1.1PagingPaging (also known as Intercom) is a feature which allows one phone user topress a key on their phone and for whatever they say to automatically come out ofanother phone's speaker. The user of that other phone doesn't have to answer theirphone. It is often used in an executive/assistant pairing.If you have a paging key on your phone, then to page the destination, follow thesesteps: Pick up your handset. Press the paging key. Speak into the phone. Your voice will automatically come out of the otherphone.To finish paging, hang up the phone or release the paging key.8.4Account codesIf you have account codes configured on your line then once you have dialed anumber which requires a code, you will hear a tone. You will then need to dial aspecial code before the call is connected.Your system may use either validated or non-validated account codes. If yoursystem uses validated account codes then you must enter a specific code that hasbeen configured either by your administrator or by you. If your system uses nonvalidated account codes you can enter any code so long as it is the right length.If you have account codes your administrator should have explained this to youand told you what codes to use. For more on account codes see Section Error!Reference source not found.8-2 Other phone features

Document Version 1.18.5CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideHeadsetMost of the models of phones supported by your phone system allow you toconnect a headset. This allows you to make and take calls will keeping yourhands free for other tasks.To connect a headset to your phone, turn the phone upside down and connect theheadset into the socket marked with the headset icon. To make or answer a callusing your headset, press the headset key on your phone.8.6Further informationIf you want a more detailed description of the operation of your model of phone,please refer to the manufacturer's instructions. These can be found on theirwebsites: http://www.aastratelecom.com/Other phone features 8-3

Document Version 1.19CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideIntroducing CommPortalCommPortal provides a web interface to your phone settings and allows you to9.1 view recent calls view and listen to your voicemails set up your contacts change your phone's and phone system's settings.AccessingTo access CommPortal point a browser at https://commportal.vtc.netCommPortal is supported on Windows 2000, Windows XP, Windows 2003 andWindows Vista, using the following browser versions: Internet Explorer 6Internet Explorer 7Mozilla Firefox 2.0JavaScript must be enabled on your browser.9.2Logging inThe following shows a sample CommPortal login page.Figure 1: CommPortal login pageTo log into CommPortal enter your phone number and your password, and clickon Login.Introducing CommPortal 9-1

Metaswitch Hosted PBX V8.1End User Guide9.3CONFIDENTIALDocument Version 1.1Using CommPortalOnce you have logged in, you will see the CommPortal Dashboard. This givesyou a quick at-a-glance summary of your messages, missed calls, contacts andphone settings.Figure 2: CommPortal DashboardAlong the top of the window are a series of tabs which you can select to take youto the different pages within CommPortal. Dashboard. This is the at-a-glance summary you see when you first log intoCommPortal. Messages & Calls. This shows you all of your voice, fax and video messages,and the calls you've made, answered or missed. Contacts. You can add and view all of your contacts and their phone numbersin this tab. Call Manager. The Call Manager page lets you configure the services on yourphone line, like Call Forwarding and Selective Call Rejection. Settings. The Settings page gives you access to numerous other options, suchas changing your passwords and PINs, and configuring the keys on yourphone.Using the functions in each of these pages is described in more detail in the rest ofthis document.9-2 Introducing CommPortal

Document Version 1.19.4CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideRefreshing a pageIf you want to refresh a page, for example to check whether you've received anynew voicemails since you last looked, you can click on the More Options icon(9.5) and then select Refresh.Logging outIf you don't use CommPortal for 30 minutes you will be automatically logged out.However, if you wish to manually log out, for example because you've beenaccessing CommPortal using a shared computer, you can do this by clicking theMore Options icon () and then selecting Logout.Introducing CommPortal 9-3

Document Version 1.110CONFIDENTIALMetaswitch Hosted PBX V8.1End User GuideCommPortal DashboardThe CommPortal Dashboard is shown when you log into CommPortal and givesyou an at-a-glance summary of your phone line. In this section we

Metaswitch Hosted PBX V8.1 CONFIDENTIAL Document Version 1.1 End User Guide 4-2 Call Forwarding 4.3 Selective Call Forwarding using the handset The Selective Call Forwarding feature can be configured by dialing *63. This feature provides voice prompts to help you with setting it up. 4.4 Remote access to Call Forwarding

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