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Toshiba IP5631-SDL User Manual

Toshiba IP5631-SDL
214 pages
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TOSHIBA Telecommunication Systems Division
IP Telephone, Messaging and
Call Manager User Guide
Title Page
July 2012

Table of Contents

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Toshiba IP5631-SDL Specifications

General IconGeneral
BrandToshiba
ModelIP5631-SDL
CategoryIP Phone
LanguageEnglish

Summary

Publication Information

Trademarks

Lists trademarks relevant to the product and its components.

VIPedge General End User Information

FCC Requirements

Details FCC compliance, radio frequency interference, and UL listing.

Important Notice — Music-On-Hold

Discusses licensing requirements for music-on-hold features.

Hearing Aid Compatibility Notice

Explains FCC rules regarding hearing aid compatibility for business telephones.

Toshiba Telecommunication Systems Warranty and License Agreements

WARRANTIES FOR NON-TOSHIBA BRANDED THIRD PARTY PRODUCTS

Outlines warranty information for third-party products integrated with the VIPedge solution.

Introduction

Organization

Describes the structure and organization of the guide, listing its chapters.

Conventions

Related Documents/Media

Lists related documents for the VIPedge solution, including general description and installation manuals.

The Grand Tour

Telephone Overview

General overview of the IP5x31-SDL telephone, its attributes, and button positioning.

Fixed Buttons

Explains the function of fixed buttons on the dial pad for standard telephone operations.

Programmable Feature Buttons

Explains programmable feature buttons programmed by the system administrator for customization.

Soft Keys

Defines Soft Keys (SK1-SK4) as dynamic buttons below the LCD that change functions based on the telephone's state.

The Basics

Customizing Your Telephone

Instructions for adjusting handset and speaker volume, ring tones, and beep tones.

LCD Contrast

How to adjust the LCD contrast on backlit telephones and add-on modules.

Brightness Control

How to change the LCD backlight brightness for backlit telephones and add-on modules.

Speakerphone/Microphone Sensitivity Adjustment

How to lower microphone sensitivity on IP5000-series telephones to improve call quality in noisy environments.

Making a Call

Describes three ways to originate a call: handset, speaker button, and hot dialing.

Answering a Call

Details various methods for answering incoming calls, including handset, speaker, and shift button.

On a Call

Describes actions that can be performed while on an active call, such as switching audio modes or placing calls on hold.

Message Waiting

How to use the Msg LED/button and LCD to see and retrieve messages.

Feature Operations

Account Codes

Explains account codes for billing, tracking, and line restriction, including forced and voluntary types.

Automatic Callback

How to set automatic callback when a station or line is busy, to be notified when it becomes idle.

Call Forward

Explains two types of call forwarding: System and Station Call Forwarding.

Call Park

How the Call Park feature holds calls temporarily in orbits, allowing retrieval by orbit number.

Call Pickup

How to pick up ringing or held calls from other stations or pickup groups.

Call Transfer

How to transfer calls between telephones, including blind and supervised transfers.

Conference Call

How to conference up to eight parties, manage the master, and control conference calls.

Do Not Disturb

How to activate and deactivate Do Not Disturb mode, affecting incoming calls and call forwarding.

Off-Hook Call Announce (OCA)

How OCA enables completing calls to busy telephones automatically or after pressing a button.

Override

Explains various override features like Busy Override, DND Override, and Executive Override.

Speed Dial

Explains Speed Dial (SD) for dialing sequences with shorter codes, including System SD and Station SD.

Call Manager Basics

The Main Screen

Overview of the Call Manager user interface, including buttons, displays, and indicators.

The Compact View

Explains the compact view of Call Manager, which uses minimal screen space but provides essential information.

Expanded View

Describes the expanded view of Call Manager for managing multiple calls and accessing features.

Shortcuts

How to use KeyTips for keyboard navigation and Hot Keys for quick dialing and answering.

The Side Window Screen

Explains the side window for Personal Call Handler and programmable buttons.

Screen Colors

How to change the Call Manager display color scheme between Blue, Silver, or Black.

Preferences

Config Settings

Settings to customize Call Manager's appearance and functionality, accessed via the Preferences tab.

General

Settings controlling Call Manager's interaction with Windows programs and call handling reactions.

Dialing Tab

Settings to determine dialing plan adherence, server-based or local, and trunk access codes.

MS Outlook Integration

How Call Manager integrates with Microsoft Outlook for contact management and screen pops.

Docking Tab

Settings for screen docking, including enabling docking, redocking on startup, and configuring used elements.

Advanced Tab

Settings for Call Manager connection, TAPI service provider, and diagnostic logging.

Setting Up Hot Key Dialing & Popup

How to set up global "Hot Keys" for dialing from any application and bringing Call Manager to the front.

Buttons

Programmable Buttons

How to access and use programmable buttons, including the three methods to access them.

User Programmable Keys

How Call Manager has programmable keys configurable as Feature, Speed Dial, User Action, etc.

Speed Dial Keys

How to create a speed dial key for one-button dialing, including trunk access code and pauses.

System/PBX Command Keys

How to use System/PBX command keys and recommends creating User Defined Actions for them.

DSS Extension Keys

How DSS Extension Keys provide one-button dialing and status indication for a station.

Web Keys

How Web Keys program an Internet or Intranet URL into a key to open a specified web page.

Run Program Keys

How to set a key to run a specific application or load a specific document.

Actions

Creating Actions

How to define powerful actions for Personal Call Handler and Programmable Keys, with testing facilities.

Lookup in Outlook

How to lookup phone numbers in Microsoft Outlook to open contacts or create journal entries.

Modify Call Information

How to change caller ID name, number, or account code of an active call.

Pop External Web Browser

How to send a URL to the PC's default web browser or open a companion application.

Send DDE Msg

How to send a DDE Execute message to another program, often for contact management screen pops.

Send Keystrokes to a Program

How to send keystrokes to another Windows program, useful for automating tasks or responding to calls.

Set Phone Forwarding

How to change the Call Forwarding setting of the phone in the PBX for different forwarding types and destinations.

Exporting Actions

How to export actions for backup and copying to other Call Managers.

Testing Actions

How to test actions using the Show Test/Hide Test button and set test values for variables.

Personal Call Handler

Personal Call Handler

How to create Call Handling Rules to automatically take actions based on events and conditions.

Creating Personal Call Handling Rules

How to edit, delete, or add new rules, determining rule order and enabling/disabling rules.

Select a Triggering Event and Set the Conditions

How to select triggering events like Call Ringing, Call Answered, and set conditions like Caller ID, Extra Info, or Account Code.

Like Matches

How to design rules using specific numbers or names, with wildcard characters for pattern matching.

Apply User-Defined Actions

How to apply user-defined actions to a Personal Call Handling Rule, setting immediate or delayed actions.

Export Rules

How to export rules for backup and copying to other Call Managers, creating .RUI files.

Using Microsoft Outlook

Dialing from within Outlook

How to dial contacts from Outlook using the Outlook Phone Link feature.

Incoming Calls

How to set up rules to automatically run Outlook lookup actions for incoming calls.

Integrating with Outlook Calendar

How to put appointment information on DSS keys to show presence status based on Outlook Calendar.

Create Actions to set and clear the DSS Message

How to create actions to set and clear DSS messages based on Outlook calendar appointments.

Using Companion Applications

Contacts

Overview of the Contacts application, including directories, presence status, and speed dial.

Directory

List of names and extensions on the telephone system, with options to call, drag/drop, or filter entries.

Personal / Speed Dial Directory

List of telephone numbers for fast access, with options to call, edit, lookup in Outlook, or export.

Presence Viewer

How to view presence status of group members integrated within the Contacts application.

History

How Call Manager automatically logs calls dialed and received, providing a log of phone calls.

Chat

How the Call Manager Chat program allows interactive chat conversations with other users.

Chat Operation

Primary function of Call Manager Chat is to place and receive chat calls and conduct conversations.

Dialer

How the Dialer allows scheduling phone calls and displays call status.

Configuration Settings

How to view or change Dialer configuration settings like Do-Not-Disturb call placement and delay between calls.

Web Browser

How Call Manager provides an integrated web browser for accessing Internet or Intranet locations.

Enterprise Manager Personal Administration

Prerequisites

User level assignment, login path/URL, and security code (password) from the System Administrator.

Log In

Steps to log in to Enterprise Manager using Microsoft Internet Explorer and user credentials.

Home

Functions available on the Home screen, including setting ringing patterns, assigning keys, and managing DND.

Keystrip Labels

How feature key or button assignments are labeled and coded to represent functions.

Call Forward

Screen sections for CF Internal Calls/Line Calls and CF Direct Line Calls, explaining forwarding options.

Speed Dial

How to enable Station Speed Dial, with a maximum of 100 numbers per station.

Voice Mail

How to modify Voice Mail settings, including message waiting light, time zones, password, and call screening.

Preferences

Functions performed on the Preferences screen, including display language, color scheme, and password entry.

Index

A ~ C

Index entries for topics starting with A through C.

D ~ K

Index entries for topics starting with D through K.

L ~ R

Index entries for topics starting with L through R.

S ~ W

Index entries for topics starting with S through W.

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