Cisco IP Communications Solutions End User Training

1. Cisco IP Communications Solutions End User Training Presented by: Jordan Karetas Systems Engineer BCI

2. Section 1 - Using Your New IP Phone By the end of this section you will be able to complete the following: Place, Answer, Hold, transfer, & park calls Place a Conference call Join two calls into a Conference Forward all calls to another number or VM Change phone settings

3. Getting to Know 8961 Phone Screen Message Waiting Session Buttons Feature Buttons Phone Display Softkeys Call Log & Directory Back Application Dial Pad Release Voicemail Nav Button Volume Conference Hold Transfer

4. Using the Soft Keys Soft Keys: Point to feature options displayed along the bottom of the LCD screen. Example: Soft keys when a call is active • Press the button beneath any soft key to select that function. • Soft keys change depending on the feature in use. • Select the more soft key to see more soft keys.

5. There is multiple ways to place a call. To place a call do one of the following: Lift the handset Press a Session button (Speaker button lights) Press the Speaker button Press the Headset button Dial the phone number Left the Handset Hit the Speaker button Hit the Headset Press Speed Dial button or Select from Directory Placing a Call

6. Answering an Incoming Call Do ONE of the following: Lift the handset To answer with the speakerphone: Press the Speaker button, or Press the Answer soft key (while the handset is on-hook), or Press the line button for the incoming call Answer with a headset: If not lit; press the Headsetbutton If lit do one of the following: Press the Answer soft key Press the line button for the incoming call * Press the Mute button to mute a call or to disengage mute.

7. Transferring a Call Answer the call. Press the Trnsfer Button or Trnsfer Button soft key. This places the call on hold. Dial the number that the call will be transferred to. When the dialed number rings, either: Press the Trnsfer soft key again, or Trnsfer Button When the party answers, announce the call and press the Trnsfer soft key or button. You can also just hang up the handset to complete. If the party refuses the call, or the call does not complete successfully, press the Resume soft key to re-join the original call.

8. Parking and Retrieving a Call During a call, press the thePark soft key. Note the Call Park number displayed on the screen. From any IP phone, dial the Call Park number. You have two minutes to answer the call, then it starts ringing at the original phone. Call Park for Holmes is only available if activated by IT. Parkan active call on one phone andretrievethe call on another phone.

9. Making Conference Calls Place the first call and wait for it to be answered. Press the Confrnbutton. This selects a new line and places the first call on hold. Dial another telephone number. When the next call is answered, press the Confrnbuttonto add this person to the conference call. You should now be able to speak to both called parties. To Conference in two existing calls you make sure one of the calls is active and not hold. Press the Conference button, then press Active Calls Softkey. Choose a call from the list press the Conference softkey. Swaping Between Calls Before Completing a Conference. After calling a new conference participate, but before adding the participant to the conference, press the Swap softkey to toggle between the two calls. This allows you to consult privately with the party or parties on each call before combining the calls into a confernece. Creating an “on the fly” ad hoc conference, Meetme or Join

10. Conference Call Tips The conference call ends when only two parties remain on the line. If the initiator of the conference call hangs up, the other parties can continue on the call. Press the Hold soft key to place a conference call on hold. Answering a second call will temporarily remove you from the conference. Press the Resume soft key to return to the conference call. This will cause MOH not to be played to conference Press the Speaker button to place a call on speakerphone. While in a conference pressing the show details will list the parties in the conference. You can remove them individually from this screen.

11. Forwarding Calls To forward all incoming calls to another extension: Press the Forward All soft key. You will hear two beeps. Enter the telephone number to which you want to forward all your incoming calls, or press the Message Function Key A flashing right arrow appears next to your telephone number on the LCD to indicate that all incoming calls are being forwarded. The number calls are forwarded to appears near the bottom of the display. To forward to voice mail press Forward Allthen the Messages button. To Cancel, press the Forward Off soft key. Forwards all calls to a different phone.

12. Using the Call Log • Call History allows you to view information about the last 150 calls on your phone. Individual calls and call groups are listed chronologically from the most recent call to the oldest one. (If your phone has multiple lines, calls on all lines are added together. The oldest calls over the 150-call limit are dropped from the history.) • In the Call History screen, the line information, such as "Line: 5623," is shown in the upper right corner to indicate the line name or number for which the call history is displayed. • For each call record or call group, an icon to the left of the caller ID shows the call type: • •Received— • •Placed— • •Missed— • If the caller ID is unavailable, "Unknown" is displayed, and the phone number is listed. • Calls for the same caller ID and phone number are grouped together only when if they occur in chronological order and do not have calls associated . For each group, the time of the latest call and the number of calls, such as "(3)," are displayed: • Incoming (Received) and outgoing (Placed) calls are grouped together. • Missed calls are grouped together in a separate group. • For each individual call record or call group, the phone number is listed in blue and is contact sensitive for touch dialing. • Hunt group and multiparty calls show an icon to the right of the caller ID that differentiates the call from a normal call, and these calls are not grouped even when they are next to each other in the list. • A (plus) + symbol on entries in call history, redial, or call directory indicates that your phone is set up to list international calls. For more information, see your system administrator.

13. Using the Call Log • Press the Applications button . • Select Call History. (Use the Navigation pad and Select button to scroll and select.) • Select a call record or group and press the Detailssoftkey (you may need to press Moresoftkey first). When you are on a call record, you can also press the right arrow on the Navigation pad to display the call details (may be reversed on phones that use a right-to-left mode, such as for Arabic): • For each individual call, the Details screen displays the line information in the upper right corner, such as "Line: 5782," and the call name, call number, alternate number (if available), call disposition (call type), call duration, and time of the call. • For each call group, the details shown are the same as for an individual call. The only difference is that the multiple call-related information is shown, such as call disposition (call type), call duration, and time of call, because this is a group of calls (Placed/Received or Missed). (In a group of Missed calls, individual records show no call duration.) • For each multiparty or hunt group call, the Details screen displays the line information in the upper right corner. For the caller ID and number listed at the top of the screen, the call name, call number, alternate number, and as applicable, the hunt group information, if available. • Press the return softkey to return to the Call History screen. • Press the Exitsoftkey to return to the Applications screen. • While on a connected call, press the Show Details softkey to show the Call Details screen. This screen displays single call information and call duration and is updated each second.

14. Using the Call Log • Dial From Call History • Press the Applications button . • Select Call History. (Use the Navigation pad and Select button to scroll and select.) • From the Call History screen, select the call record that you want to dial and do one of the following: • Press the Callsoftkey. • Pick up the handset. • Press the Select button. • Press the Speakerphone button or Headset button . • When the phone is in idle, you can press the down arrow on the Navigation pad to display the On-Hook Dialing screen. • Edit Number From Call History • Press the Applications button . • Select Call History. (Use the Navigation pad and Select button to scroll and select.) • Highlight the call record that you want to edit. • Press the EditDialsoftkey. (You may need to press Moresoftkey first.) • Press the right or left arrow on the Navigation bar to move the cursor to the desired location. • Press the softkey to delete numbers on the left of the cursor. • Press the Callsoftkey to dial the new edited number. • Press the return softkey to return the Call History screen.

15. Using the Directory • Press Directories Function Key • Scroll down to Corporate Directory • Menu will appear to enter either First Name; Last Name or number. • Enter your selection using the keypad to enter letters (like text messaging) • You only need to add the first few letters of the name and hit search. • Use Scroll key to scroll names • Select the name and hit on of the many dial options: • Press the Speaker button • Dial Softkey • Press the Headset • Pickup up the handset

16. Changing the Ring Type Press the Applications button Then Select Preferences Select Ringtone Highlight a ringtone Press Select button or Edit Press Set to activate Press the return softky or back button.

17. Section 2 – Voicemail By the end of this section you will be able to complete the following: Set up your voicemail Hear new, and saved messages Check your messages from an outside line

18. Becoming a Voicemail Subscriber Press the Message button. Listen carefully to the prompts and respond as prompted: Enter the default password (12345) Record your name Record a greeting that outside callers will hear when you do not answer your phone Change your phone password(Later, you can change any of these settings) The system will tell you when you have finished; you are then a Unity subscriber. If you hang up before finishing, you will be prompted again the next time you call Cisco Unity.

19. Accessing Voicemail from Your Phone Press the Messages button. Enter your password. Press 1 to hear new messages, or 3,1 to hear saved messages. Follow the voice instructions. Note:When you listen to a new voice message it is automatically saved until you delete it .

20. Accessing Voicemail from another Phone • Push Message function key • When operator comes on, press * • Enter your extension number. • Enter your password. • Follow the voice instructions.

21. Accessing Voicemail from an Outside Phone • Dial your direct phone number • When Voicemail answers, press * • Enter your extension number. • Enter your password. • Follow the voice instructions.

22. Section 3 – User Webpage By the end of this section you will be able to complete the following: Log onto your phone webpage Change Call Forwarding Features Configure and use your Speed Dials Changing your password & PIN

23. Use Unified CM User Options Open Internet Explorer and go to URL http://phonesystem/ccmuser Enter your User ID and Password. Click the Submit button. Note: Your User ID will be your network logon And password

24. Use Unified CM User Options

25. Adding Abbreviated Dials • Insert number or extension under “number” field • Name under “label”

26. Using Abbreviated Dials Is configured using CCM User Web Page. While phone is idle – press number on keypad. Then press “Speed Dial” softkey. AT this time the phone will dial the speed dial number requested.