Manual - ESI Communications Servers


ESI Phone

User's Guide

FOR ESI Communications  Servers
ESl-1000 •  ESl-600 •  ESl-200 •  ESl-100 •  ESl-50


Covering these current  ESI phone models:
ESI 60 Business  Phone  •  ESI 40 Business  Phone  •  ESI 300 Business  Phone
48-Key Feature Phone  •  ESI Cordless  Handset II
...  and these legacy ESI phone models:
24-Key Feature Phone  •  12-Key Feature Phone  •  [Original]  ESI Cordless  Handset


0450-1047
Rev. R

 

For on-line help,  visit www.esi-estech.com/support.

 

AboutESI

ES! (Estech Systems,  Inc) designs and manufactures  high-performance   phone systems for businesses and organizations   ES! uses advanced  technology  to design IP and digital communications  systems that integrate built-in capabilities,  advanced  features, and highly differentiated  applications  into flexible products that are easy to use and keep employees productive ES! has sold over
250,000  business communications  systems through hundreds of factory-trained  Certified Resellers.  Founded  in 1987,  ES! is a
privately held corporation  with headquarters   in Plano,  Texas.

 

Copyright© 2013 ESI  (Estech Systems, Inc.).
es-o«, Quick Groups, Quick Motes, Virtual Mailbox KeY, AutoPage, Quick Page and VerbalUser Guide
are trademarks, of ESL Acti is  a registered traoemerk of   Symantec corporason.  Goldmine is  a trademark of
Goldmine  Software Corporation. Ethemetis a registered trademark  of Xerox copcram. Microsoft, Wndows,NT and
OUUook   are registered trademarks of   M croson Corporafion. Intel is  a registered trademark of   Intel  Corporation.
Panasonicand OBS are registered trademarks  of Matsushita Electric coporann of America. Btuetooth is a registered trademarK of the Bluetooth Special  Interest Group (S.LG.),  Inc.  Information  contained  herein  is subject to change without notice.  ESI products are protected t:1f various U.S.  Patents,  granted and pending.  Visit  ESI  on the Web at
www.esi-estech.com.                                                                                                                                                       We Make It Easy ToCommunicote


........................................................................................................................................................... J.4
-----------------------------------------------------------------------
 User's  Guide                                                                                                                                                           Introduction   

Introduction


Accessing the rich ESI  feature set is simple   and  easy through the straightfoiward design of each of the various ESI  phones.   Each  feature  has been designed for ease of use while providing   capabilities   needed  in an advanced business  phone.

You will be able  to learn  many  of the features by simply using your phone;   and  this ES/ Phone User's Guidewill introduce  you to the wide variety of features offered by your ESI  Communications   Server1   and how to use your phone effectively  to achieve maximum  benefits.

What it covers

This User's Guide covers the use of the following  with your ESI  Communications   Server:

•     ESI  60 Business   Phone  (digital  and  IP  versions)
•     ESI  40 Business   Phone  (digital  and IP  versions)
•     ESI  300 (digital)  Business   Phone
•     48-Key Feature   Phone  (Digital   and  local/remote   IP  Feature  Phone  II)
•     60-Key Expansion   Console  and  Second Expansion   Console
•     ESI  Cordless  Handset   II (digital,   local  IP,  and remote  IP  versions)
•    [Legacy)   24-Key Digital  Feature   Phone
•    [Legacy)   12-Key  Digital  Feature   Phone
•    Analog  station

How it's  arranged

•    Section   A -   Phone  illustrations
•    Section  B-     User help
•    Section   C -   User  programming
•    Section    D -   Voice  mail  operation
•    Section    E -   Phone  operation
•    Sections    F through I -   Special  keys and features
•    Section   J -Analog   stations

 

Important:   If you're  using a 48-Key Feature Phone,  please  note  that  this  phone   has  separate PROGRAM and  HELP keys,  rather  than  the  combo PROG/HELP key found  on the  other  models   supported    by your  ESI Communications    Server.  Therefore,   you  should   press PROGRAM if programming   your  phone   and the instructions    tell  you  to press PROG/HELP; or,  similarly,   you  should   press HELP if the  instructions    tell  you to press PROG/HELP to obtain   assistance   from the  Verbal  User  Guide  described   herein   (see page B.1 ).


I    ESl-1000,   ESl-600, ESl-200,  ESl-100,  or ESl-50.


A.1



 User's  Guide                                                                                                                                                            Introduction   

ESI 60 Business Phone

The ESI 60 Business  Phone  has a variety  of programmable   and built-in  features.  It comes  in three models: ESI  600,  a digital  phone;  and two versions  (Gigabit  Ethernet  and 10/100 Ethernet)  of ESI  601P,   an IP  phone. Additionally,    it supports up to two optional   Expansion   Consoles  (see page A.5).  All ESI  60 Business   Phone models   offer the same  basic  features  which  are described   throughout   this  User's Guide. The ESI  60 Business Phone's   built-in  voice  mail features  and voice  prompts make  it easy to program  and use.

Note:   Depending    on your  angle   cl view,  you  will  notice  differences   in the  contrast  levels  of the  upper  and  lower displays.    This  is normal.

 

PROG/HELP
soft feature key
Upper display
Volume/scroll keys
ES I-DEX
soft feature key

Status indicator lamp

 

RECORD key

 


Fixed feature keys

Context-specific  key to select
displayed   options


P/UP (pickup) key


PAGE key


Fixed feature keys

 

Speaker
Programmable         Scroll keys        Lower feature  keys    for lower  display    display
Microphone   for
built-in   speakerphone

Items referenced elsewhere

Item                                                                            Page
PROG/HELP   soft feature  key                                             C.2
P/UP (pickup)   kev                                                               E.16
Fixed  feature  kevs                                                                  E.2
VOICE MAIL key                                                                   D.1
Proarammable   feature  kevs                                                 C.2


Item                                                                            Page
Verbal  User  Guide   and  tutorial                                        B.1
Status  indicator   I amp                                                 D.10
ESI-DEX soft feature  kev                                                      F.2
RECORD key                                                                         D.8
PAGE kev                                                                             E.16


Hint:   On any of these  ESI phone  varieties  (including    the  Expansion   Consoles),   you  can  perform direct programming  by holding   down  a programmable   feature  key for at least  two seconds   (similar  to how  you might  program a car radio  button).  This  isnt   applicable   to the  fixed-feature  keys  which,   as their  name implies,   are already   programmed.

 

A.2
 User's  Guide                                                                                                                                                            Introduction  

ESI 40 Business Phone

The ESI 40 Business  Phone has a variety of programmable  and built-in features. It comes in two models:  the
ESI  400,  a digital  phone;  and the ESI 401 P, a 10/100  Ethernet IP  phone.  Additionally,  it supports up to two optional Expansion  Consoles (see page A.5).  All ESI  40 Business  Phone models offer the same basic features which are described throughout  this User's Guide. The ESI 40 Business  Phone's built-in voice mail features and voice prompts make it easy to program and use.


PROG/HELP
soft feature key   Display
Context-sensitive key to select displayed  options

 


~                  Status indicator lamp
~

ESI-DEX
PROO/HELP                                                                                                                                                                                        soft feature key
~       ~       ~
RECORD key

 

Item                                                                            Page
PROG/HELP soft feature  key                                             C.2
P/UP loickuo)  kev                                                               E.16
Fixed  feature  keys                                                                  E.2
VOICE MAIL kev                                                                   D.1
Programmable   feature  keys                                                 C.2


Item                                                                            Page
Verbal  User  Guide   and  tutorial                                       B.1
Status  indicator   I amo                                                 D.10
ESI-DEX soft feature  key                                                      F.2
RECORDkev                                                                       D.8
PAGE key                                                                             E.16


Hint:    On any of these  ESI phone  varieties   (including    the  Expansion    Consoles),    you  can  perform  direct programming   by holding   down  a programmable   feature  key for at least  two seconds   (similar   to how  you might  program a car radio  button).  This  isnt   applicable  to the  fixed-feature   keys  which,   as their  name implies,   are already   programmed.


A.3



 User's  Guide                                                                                                                                         Introduction  

48-Key Feature Phone

The 48-Key Feature Phone has a variety of programmable  and built-in features.  It has two versions:  48-Key Digital Feature Phone and 48-Key IP  Feature Phone II.  Additionally,  it supports up to two optional  Expansion Consoles (see page A.5).  All versions of the 48-Key Feature Phone offer the same basic features which are described throughout this User's Guide.  The 48-Key Feature Phone's built-in voice mail features and voice prompts make it easy to program and use.

PROGRAM
soft feature key
Status indicator
Display            lamp
Volume/scroll keys


Context-sensitive key to select displayed  options

 


ESI-DEX
soft feature key


VOICE MAIL key

RECORD key


Programmable feature keys


PAGE key

 

Speaker
Fixed
feature keys
Microphone  for
built-in  speakerphone

 

 

Items referenced elsewhere

Item                                                                            Page
PROGRAM soft feature  key                                                C.2
P/UP loickuo)   kev                                                               E.16
Fixed  feature  keys                                                                  E.2
VOICE MAIL key                                                                   D.1
Programmable   feature  keys                                                 C.2


Item                                                                            Page
HELP key for Verbal  User Guide   and  tutorial                 B.1
Status  indicator   I amo                                                 D.10
ESI-DEX soft feature  key                                                      F.2
RECORD key                                                                         D.8
PAGE key                                                                             E.16


Hint:   On any of these  ESI phone  varieties   (including    the  Expansion    Consoles),   you  can perform direct programming  by holding   down  a programmable   feature  key for at least  two seconds   (similar   to how  you might  program a car radio  button).  This  isnt   applicable   to the  fixed-feature   keys  which,   as their  name implies,   are already   programmed.

 

 

 

A.
 User's  Guide                                                                                                                                          Introduction  

Optional  Expansion  Consoles

Note:  Your  Installer   or System  Mministrator    must  enable   Expansion   Console   support  for your  extension   before you  can  use  one  or both  Expansion    Consoles.

The ESI 60 Business Phone,  ESI 40 Business Phone,  and 48-Key Feature Phone each can support up to two optional  Expansion  Consoles, for a possible total of 120 additional programmable  feature keys.

The 60-Key Expansion  Console connects directly to the phone,  while the Second Expansion  Console connects to the first Console.

You program each Expansion  Console's keys just as you do the programmable feature keys on your ESI phone, using either direct or traditional programming  (see page C.2).

Note:   Only  one  key  can exist  per extension,   feature  or operation.   If you  program   a second key for the  same extension,   feature  or operation,   this  automatically   erases the  first  key so programmed,   thus  making   it available   for a new  extension,   feature  or operation.


Hint:   You  may  find it easier  to write in the  names   on the  overlay   before you  program   the  keys  and  attach  the overlay   to the  Console.

 

 

risy

 

C)         C)          C)               C)          C)          C) C)         C)          C)               C)          C)          C)
C)         C)          C)               C)          C)          C)

60 programmable featurekeys
Hint:   On any of these  ESI phone  varieties   (including    the  Expansion   Consoles),    you  can  perform direct programming  by holding   down  a programmable   feature  key for at least  two seconds   (similar   to how  you might  program a car radio  button).   This  isnt   applicable  to the  fixed-feature  keys  which,   as their  name implies,   are already   programmed.

A.5



 User's  Guide                                                                                                                                          Introduction  

ESI 300 Business  Phone

The ESI 300 (digital) Business  Phone has a variety of programmable  and built-in features. The ESI 300
Business Phone's built-in voice mail features and voice prompts make it easy to program and use.
Display          Volume/scroll keys                         Status indicator lamp

 

 

Programmable feature keys

 

 

ESJ.OEX                 ..,                                VOICE MAIL                                             VOICE MAIL key

Fixed feature keys

 

 


Speaker

PROG/HELP
soft feature key

RECORD
key
\        Microphone for
built-in  speakerphone

Items referenced elsewhere

Item                                                                            Page
PROG/HELP soft feature  key                                             C.2
P/UP (pickup)   key                                                               E.16
Fixed  feature  kevs                                                                  E.2
VOICE MAIL key                                                                   D.1
Programmable   feature  keys                                                 C.2


Item                                                                            Page
Verbal  User  Guide   and  tutorial                                        B.1
Status  indicator   I amp                                                 D.10
ESI-DEX soft feature  kev                                                      F.2
RECORD key                                                                         D.8
PAGE key                                                                             E.16


Hint:    On any of these  ESI phone  varieties   (including    the  Expansion    Consoles),   you  can  perform direct programming   by holding   down  a programmable   feature  key for at least  two seconds   (similar   to how  you might  program a car radio  button).  This  isnt   applicable   to the fixed-feature   keys which,   as their  name implies,   are already   programmed.
A.6


 User's  Guide                                                                                                                                          Introduction   

24-Key Feature Phone (legacy product)

The legacy 24-Key   Feature Phone,  still in use on many  installed  ESI  systems,   has features  similar  to those of the ESI  desktop  phones  mentioned  ear1ier.   However,  the 24-Key  Feature  Phone is only a digital model  and doesn't  support  IP  or the Expansion  Consoles.  It has built-in voice mail features  and voice prompts  that make  it easy  to program  and use.
Display      Volume/scroll   keys                  Status indicator lam

 

Programmable feature keys

ESI-DEX
soft feature key

 

Item                                                                           Page
PROG/HELP soft feature key                                      C.2
P/UP (pickup)  key                                                      E.16
Fixed feature kevs                                                        E.2
VOICE MAIL key                                                         D.1
Proarammable  feature keys                                         C.2

 


Item                                                                           Page
Verbal User Guide  and tutorial                                       B.1
Status indicator  Iamp                                                  D.10
ESI-DEX soft feature kev                                              F.2
RECORD key                                                              D.8
PAGE key                                                                  E.16


Hint:   On any  of these  ESI phone  varieties  (including   the Expansion   Consoles),   you can perform direct programming  by holding  down a programmable  feature key for at least two seconds  (similar  to how you might  program a car radio  button).  This  isnt  applicable to the fixed-feature keys which,  as their  name implies,   are already  programmed.


A.7


 User's  Guide                                                                                                                                          Introduction  

12-Key Feature Phone (legacy product)

The legacy 12-Key Feature Phone,  still in use on many installed ESI systems,  includes the basic,  most commonly used phone features. This simplified model is available  only as a digital model and doesn't support IP,
ESl's VIP family of software applications1,  the Expansion Consoles, speakerphone operation2, or Esi-Dex

Items referenced elsewhere

Item                                                                   Page
PROG/HELP soft feature key                                        C.2
P/UP (pickup) kev                                                        E.16
Fixed feature keys                                                           E.2
Proarammable feature kevs                                           0.1


':t:u  -
PROG/HELPkey for Verbal User Guide, tutorial   I                B.1
Status indicator I amp                                      I           0.10
PAGE key                                                             I            E.16


Note: The following features arent available on a 12-Key  Feature Phone:
•  Certain special keys and features (see "Special keys," page F.1 ).
•  Esi-Oex.
• ACO  operation.

Mditionally: to use voice mail, conference calling and mute/ONO on a 12-Key  Feature Phone,  you must program these features into programmable feature keys (see "Programmable feature keys," page C.3, and "Optional  features," page F.14).


Hint:  On any of these ESI phone  varieties (including  the Expansion  Consoles), you can perform direct programming  by holding  down a programmable feature key for at least two seconds (similar  to how you might program a car radio button). This  isnt  applicable to the fixed-featurekeys which,  as their  name implies,  are already programmed.

 

 

For mtornaton concerning these software applications, see the ESI  Wet>sle atwww.esi-estech.com.
The 12-Key Feature Phone lacks a nenos-tree microphone, and thereforecan't serve as a true mo-way speaKerphone. Its speaKer plays pages.


A.8
 User's  Guide                                                                                                                                          Introduction    

ESI Cordless Handset II

ESl's   Digital  Cordless    Handset   II gives  you most of the same  features found  in the ESI  300 Business   Phone,   but in a compact,   portable  form.  Note  that it does not have the following  features found on some  ESI  desktop
phones:   Esi-Dex  support  (or ESI.OEX  key), Caller  ID  key,  Virtual  Mailbox   Key support,  or Verbal  User Guide.
Each  ESI  Cordless   Handset   II comes  with a charger/AC   adapter,  base  station, belt clip,  battery  pack, and wall mount. Depending   on your installation,   your location  may  have one or more  optional  ESI Cordless   Handset Repeaters
so you can more  easily stay in communication  with your ESI  system  while you travel  throughout the facility.  If you are unsure about  whether your location  has this capability,   contact your System  Administrator.

 

 

VOICE MAIL key

 

 


Items referenced elsewhere


:.-:,.   -
Proarammable  feature kevs                                  I            C.2
VOICE MAIL key                                                   I             D.1
Fixed feature kevs                                                 I             E.2

A.9


 User's  Guide                                                                                                                                          Introduction   

Connecting  your ESI phone

Depending   on which ESI  phone you have,  use the appropriate   diagram   (below)  to connect it.  Each diagram represents   the panel  on the phone's underside.

Notes:   The  "Top  of phone"   and  "Bottom   of phone"   references   in these  diagrams   show  the  correct  vertical orientation    of the  phone-      i.e.,  the  part with  the  display   is the  top.

When  the  phone   is in  the  highest   upright   position,   use the  wall-mount    hook  located  under  the  handset  to secure  the  handset   when   you're   not  using  the  phone.

 

 


..     Bottom   of phone

ES/ 30D Business  Phone
24-Key Feature Phone (legacy product)
12-Key Feature Phone (legacyproduct)

•     Connects like a basic  phone.
•    Handset   plugs  into  right-side   jack.
•     Line  cord plugs into left-side  jack.


To 60-Key  Line cord
Console     to wall

 

 

ES/ 60 Business  Phone (digital version)
ES/ 40 Business  Phone (digital version)

 

In addition  to how the ESI  300 Business  Phone connects to the handset  and line cord,  note that each phone in this group accepts  a 60-Key Expansion   Console  cable (included  with each Console)  which uses standard RJ-11 telephone   connectors

ES/ 60 Business  Phone (either IP version)
ES/ 40 Business  Phone (IP version)

In addition  to the details  mentioned   previously for the ESI  60
Business  Phone  and ESI  40 Business   Phone,  each IP  phone model  includes   an Ethernet   cable  which connects the phone to a PC (or,  if no PC  is present,  directly  to a router,  switch,
or hub)  to achieve connectivity to a local  area network (LAN).   These phones are Power Over Ethernet  (POE) models,   and  thus require no AC wall cord or AC adapter.


A.10


Downloaded from www.Manualslib.com manuals search engine


48-Key Digital Feature Phone

In addition  to how the ESI  300 Business   Phone  connects to the handset  and line cord,  note that this phone
accepts a 60-Key Expansion   Console  cable  (included
with each Console)  which uses standard   RJ-11

 

 

48-Key IP Feature Phone II
•Top
•     of phone

In addition  to the details  mentioned   previously for
the 48-Key Digital  Feature   Phone,   the 48-Key IP  Feature
Phone   II includes:

•    A power supply that is unswitched (i.e.,  always-on  AC
~-[-i+i~~~--~-~----~~~•  Bottom
To       Handset headset
To 60-Key
Console

outlet)  and plugs  into the phone.
•    An Ethernet  cable,  which connects  the phone to a PC (or,  if no PC is present,  direcUy  to a router,  switch  or hub) to achieve connectivity to a local  area network (LAN).
A.11
 User's  Guide                                                                                                                                          Introduction   

60-Key Expansion  Console connection

Notes:   Your  Installer   or System  Mministrator    must  enable   Expansion    Console   support  for your extension   before you  can  use  one  or both  Expansion    Consoles.

The  60-Key  Expansion    Console   can be connected   to an  ESI  60 Business    Phone   (any  model),   ESI  40
Business   Phone   (any  model),   or a 48-Key  Feature   Phone   (any  model).

If connecting    both  a 60-Key  Expansion    Console    and  a Second   Expansion   Console   to a phone,   see "Second
Expansion    Console   connection,"    page A 13.

1.  Unplug  the line cord or Ethernet  cable  from your ESI  phone.
If it's an ESI  IP  phone  with a power supply  plugged into it,  unplug  the power supply,  too.

2. The 60-Key Expansion   Console   (right) includes a six-conductor expansion   cable.  Connect one end of the expansion   cable  to the appropriate  connector on the bottom  of the ESI  phone (below). Then,  connect the other end of the expansion   cable  to the 60-Key
Expansion   Console.

3.  To keep cabling out of the way,  thread  the expansion   cable  into the slots  on the bottom  of the phone  and 60-Key  Expansion  Console.
4.  Program   the keys on the 60-Key Expansion   Console  using  the same procedure as with the phone (press  PROG/HELP 2).

5.  If necessary,   remove   the clear  plastic  overlay from the keys on the
Expansion   Console.

6.   For maximum   convenience,   label  the paper overlay to show how


the keys are programmed   (your Installer  or System  Administrator can do this with ESI  software).

7.  Install the labeled  paper overlay on the 60-Key Expansion   Console.

8.  Install the clear  plastic  overlay over the paper overlay,  to protect it.

9.   Use  the provided   Velcro®  tape  to attach the left side  of the 60-Key Expansion   Console  to the right side  of the ESI  phone.
10.   Plug the line cord or Ethernet  cable  back into your phone.
If you unplugged  a power supply in step 1, plug it back in, as well.

To 60-Key Line cord    Handset
Console    to wall

Connectors  on bottom  of phone.

 

A.12
 User's  Guide                                                                                                                                          Introduction   

Second Expansion  Console connection

Notes:    Your  Installer   or System  Mministrator    must  enable   Expansion    Console   support  for your extension   before you  can  use  one  or both  Expansion    Consoles.

The  Second   Expansion   Console   can  be connected   to a 60-Key  Expansion    Console   that  is connected   to an ESI  60 Business    Phone   (any  model),   ESI  40 Business   Phone   (any  model),   or a 48-Key   Feature   Phone   (any model).   If connecting   only  one Expansion    Console   to one of these  phone  models,   see "60-Key  Expansion Console   connection,"    page A 12;  the  Second   Expansion    Console  connects  to the  60-Key  Expansion
Console    and  cannot connect directly  to the  ESI  phone.

1. Unplug  the line cord or Ethernet  cable  from your ESI  phone.
If it's  an ESI  IP  phone  with a power supply plugged into it,  unplug the power supply,  too.
1
2. The Second Expansion   Console
includes an expansion
Second
60-Key
"Y"  cable (right/.  Lay out the cable  across the back of
the equipment so that the AC adapter is on left and the end of the cable  is on the right.

3.  Connect the right end of the expansion   ''Y" cable  to the appropriate  connector on the bottom of your ESI  phone
AC
adapter
Expansion
Console       Velcro
Expansion
Console      Velcro
(below).

Expansion "Y" cable
4. Then, connect the expansion  ''Y" cable's  middle  plug  to the 60-Key Expansion   Console,  the left plug to
the Second Expansion   Console,   and the AC adapter to an appropriate  110  VAC outlet to provide  power to the Second Expansion   Console  (above).

5.  To keep cabling  out of the way, thread the expansion  ''Y" cable  into the slots  on the bottom of the phone and the two Expansion  Consoles.

6. Program  the keys on the two Expansion  Consoles using the same procedure  as with the phone (press
PROG/HELP 2).

7.  If necessary,  remove the clear plastic overlay from the keys on the two 60-Key Expansion   Consoles.

8.   For maximum convenience,   label  the paper overlay to show how the keys are programmed  (your Installer or System Administrator can do this with ESI  software).

9.  Install the labeled  paper overlays on the two 60-Key Expansion   Consoles.

10.   Install the clear  plastic  over1ays  over the paper overlays,  to protect them.

11. Use the provided  Velcro® tape to attach the left side of the 60-Key Expansion  Console  to the right side of the phone,  and the right side of the 60-Key  Expansion  Console  to the left side of the Second  Expansion  Console).

12. Plug the line cord or Ethernet  cable  back into your ESI  phone.
If you unplugged  a power supply in step 1,  plug it back in, as well.

It's physically identical to a 60-Key Expansion Console;consult your Installer if you have trouble determining which one It is. This diagram shows the necks of the Expansion ConsOles.
 


A.13



 User's  Guide                                                                                                                                          Introduction   

ESI Cordless Handset  II connection

Each  ESI  Cordless   Handset    II comes   with:

•    A charger/cradle   to charge the Handset.
•    An AC adapter for use wiU'l only the charger.
•    A base station to provide a digital  interface  between the ESI  phone  system  and ESI  Cordless Handset  II.
This base station  is line-po\11,'ered  and thus needs no AC power.
•     Wall·mount(s),   a belt clip,  and a Quick Reference Guide.


Base station installation

Due  to each site's  unique  characteristics,   the range and distance information   we'll provide  herein  is only approximate.

Characteristics   U'lat  positively    affect performance:

•    The base station  should be installed so it has a clear  line-of-sight  wiU'l the Cordless Handset.
•    The base station  antenna  should always be pointed  in its uppermost vertical  position. Characteristics   U'lat  negatively   affect performance:
•     Large amounts  of metal  shelving   (such  as in manufacturing    or warehouse areas).
•    Close  proximity to (within  one mile of) a radio  tower.

•    Concrete   walls U'lat  divide spaces  where Cordless Handsets  are used (assuming  the base stations  are in one location).

Oon't  install U'le  base station:

•    Close  to a wall with metal  studs.
•    On a metal  wall.
•    Next  to a device that emits  RFI  or EM11     -      e.g.,  a television,   radio,  computer,   computer   printer, fluorescent light  flxnrre, or fax machine.
•    In a ceiling U'lat  has foil-backed insulation.
•     Behind doors  mat typically  are closed,  tinted windows, one-way glass,  or omer  areas mat limit or cut off transmission   to the Cordless   Handset.

Base stations  must be installed  at least  10  feet apart, regardless  of whether the base station  is for U'le small• model  or large-model   Cordless   Handset.  Oon't  install  more  than  six base stations  in one area (such  as a network room).  Choose  a location  at least 30 feet away if more  than six base stations  are needed  in a building.

Note:   Your  facility  may  be equipped   with  one  or more optional   Cordless Handset II Repeaters.  For more information   about  this,   consult   your  System  Administrator    or your  Certified   ESI  Reseller.

A Digital Cordless   Handset    II base station  requires  only a line cord to the phone system;  AC power isn't needed because U'le  base station  receives power from  the phone system  via U'le  line cord.

An IP Cordless Handset   II base station  receives PoE.  If PoE  isn't already  being  supplied,   you'll need to install the separately  purchased PoE  adapter (sold  in five-packs  as ESI  part# 5000-0437).

Notes:   If the  PoE equipment    plugs   into AC outlets  and  a power failure  occurs,  all IP  Cordless   Handsets   II  on  the system  will  be unable  to originate   or receive   phone   calls.  Therefore,   either:  (a.)  use  an appropriately
sized  uninterruptible     power supply   (UPS)  to power  all the  IP  equipment   (base station,   PoE  adapter, router,  etc) involved   in  making   phone   calls  or (b.)  have  a traditional   phone   available   for originating    and recewing   analog   CO calls.

Feedback  may result if the  Cordless  Handset   is within  three  inches   of an  ESI  desktop phone.

 

 

 

RF/ is radio frequencyinterference.EM/ is electromagnetic interference.


A.14
 User's  Guide                                                                                                          Help  mode  (Verbal   User  Guide)  

Help mode (Verbal User Guide)

 


Your ESI  phone  system's Help  mode (also called the Verbal User Guide) -   a carefully conceived  combination of spoken information,   display   readouts   and  even key illumination  when appropriate  -   is a powerful  tool to help you learn  how to use the system's many  features.

Notes:   As explained   on page  A 1,   your  ESI  phone   has  a combo PROG/HELP key  unless  it is  a 48-Key  Feature Phone   {which   has  separate PROGRAM  and  HELP keys).  Under  the  circumstances    described   in this section,   the  PROG/HELP key will  invoke  Help   mode.

The  ESI  Cordless   Handsets   have  no access  to the  Verbal  User  Guide  (and,  thus,  no key  to invoke   it).


Tutorial

When your station  is idle,  press PROG/HELP,   and then  follow the spoken Help  menu  to:

•    Learn  how to use the phone
•    Learn  how to use voice  mail  features

•    Hear  a description   of how any key is used
•    Hear  a complete  tutorial  on phone operation

Help during station programming

To hear a detailed description   of a function  you wish to program,   press PROG/HELP  while programming   it.

Help during a call

Press  PROG/HELP   while on a call and this will place  the call  on hold,  whereupon you can use Help mode   to hear a description   of the function  you wish to perform.   When you exit Help  mode,   you will be reconnected  to the call.
While you are either  in Help  mode  or programming   your phone,   your station  will be temporarily  placed  in DND (see "MUTE/ONO,"  page E.4).  Anyone calling your station while you are in DND  will be forwarded  to your mailbox   (or other destination  set by the Installer).

Exiting Help mode

To exit Help  mode,   simply  hang up.

For on-line help,  visit  www.esi-estech.com/support.

B.1
 User's  Guide                                                                                                 User  programming:    An  introduction    

User programming:An introduction


Voice  prompts  will play menu  and sub-menu   options  to access the desired  feature.   You don't have to wait for the entire  prompt  to be played.   Therefore,   once you've become   familiar  with the prompts   (consult   "User programming   menu  overview,"  below),  you can quickly  set any frequently used feature.

Programming help

During  any of the programming   steps,  press PROGIHELP to hear a more  detailed  description   of the feature and related  programming   options.

Exiting programming  mode

To exit  programming   mode,   simply  hang up.

User programming  menu

Overview

1  Select personal greeting
1    Record
2  Delete
3 Hear

2  Programmablefeature keys
(Station  keys,  line  keys,  speed-dial   keys, other  feature  keys)

3 Station options
1    Call  waiting/background     announce
2  Personal   greeting   reminder
4 0 utside  dial  tone  preference
5 Hands-free   answer
6 Message monitor
7  Power-saving    mode'

4 Station audibles
1    Sta ti on ring  tone
2 Station  ring  volume
3 Message ring

5 Password
1     Enter
2  Delete
3  Play  back
4 Security  I eve I


6 External message notification
1     Delivery   options
2  Phone   delivery
3  Pager  notification
4 Urgent   message
5  ESI  Mobile  Messaging
1    Active  e-mail  setting
2  Main  e-mail  setting
3 Alternate   e-mail  setting
6 Twinning   programming
1     Enable/disable
2  Select  destination

7 Personal Call Routing
1     ESI  Presence   Management     settings2
1     Entry  settings
2  Exit  settings
3  Quiet  time  settings
2  ESI  Cellular   Management    settings3
1     PIN  setting
2  Voice  mail setting
3  Cell  phone   audibles
4  Shared   line  setting
5  Bluetooth   settings

9 Message Recycle Bin


Note:   Selections    3,  5 and  6, as well  as the  background   announce   function   under "Station   options"   (see page E.13),   are not  available   on  a legacy  12-Key   Feature   Phone.   In  addition,   selection   6 6 (twinning programming)    is  not  available   on  an  ESI  Cordless   Handset.

For use with  only  ESI  Cordless   Handsets.
Available  only if your phone system  is using  ESI  Presence Management.   If you're  not sure whether I is, consult your System Administrator. Form ore information   about ESI  Presence  Management,   visitwww.esi-estech.com.
Available  only if your phone system  is using  ESI  Cellular  Management    If you're  not sure whether it is, consult  your System Administrator. Form ore information   about ESI  Cellular  Management,   visitwww.esi-estech.com.


C.1

 User's  Guide                                                                                                              User programming:  An  introduction  

 

1   Select personal greeting

Select the desired greeting-     1,  2 or 3. The system will play the current greeting,  followed by prompts to re•
record, delete or hear again -   or selectthe current greeting by pressing#.

1    Record personal greeting

Begin recording at the tone.  Press 1  to stop.  The new personal greeting automatically  replaces the previous greeting.

2  Delete personal greeting

When prompted, press 2 again to confirm deletion.

Warning:      Your  mailbox   is  disabled   if no  personal   greeting   exists.  Never delete   all of your  existing   personal greetings   before  you  record at least  one  new one.


3  Hear current  personal greeting

 

2 Programmable feature keys

There are two methods for performing programming  of your phone's programmable feature keys:

•    Direct programming -   Select the key you want to program,  and hold it down for at least two seconds.
This not only initiates  programming  but also lets you immediately program that specific key.
•    Traditional  programming-    Press PROG/HELP.   The Verbal Help Guide will speak to you, walking you through the full menu,  during which you can choose the appropriate option.

Direct  programming    example:
You  wish  to set one  of the  keys  to dial  a co-worker,  whose  extension   is  105.  Hold  down  the  key for at
least  two seconds.  This   automatically    puts  you  in feature  key programming.    Follow  the  prompts  to enter
1 0 5. {This  has  allowed  you  to skip  two steps  -   pressing   PROG/HELP and  selecting   a menu  option  -
that  you'd   have  had  to perform if using  traditional    programming.)

 

(Continued)

C.2


 User's  Guide                                                                                                 User  programming:   An  introduction   

How the programmable  feature keys can be set

•     Line keys -   Programming   a line number into  a programmable   feature key makes  it a line  key,  which provides  the appropriate  lamp  information   and manual  outside-line   access.
•     Station keys -If  you program  a programmable   feature key with any of the following,   it becomes   a station  key,  providing   the appropriate   lamp  information   and easy access or transfer:
-   User extensions
-   Department   pilot numbers
-   Guest/info   mailboxes
-0   & A mailboxes
-   Group mailboxes
-   Cascade paging  mailboxes
-   System  speed dial  numbers
•    Speed·dial    keys -   In  addition   to programming   a programmable   feature  key with  a system speed-dial number,  you can create  personal speed-dial   keys for automatic   dialing   of frequently called outside numbers.   The speed-dial   number can be up to 24 characters  long.  If you program  9 (or 8 or 71-76) plus  a phone number,  the programmable   feature key becomes  a speed-dial   key.  When you program  a speed-dial   key, there's  no need to insert  a pause after the 9 (or 8 or 71-76).  Use  the.._  scroll key to enter  special  characters for dialing:
-    P = Three-second   pa use
-    F = Hook-flash
-    # = # (pound)  key
- * = * (star)  key

Notes:   You  can also  program Location  Keys for use with  Esi-Link.   See page H.1  for more information.

Speed-dial   keys cannot be programmed  for emergency  services,   such  as 911.

•     Other feature keys -   If you enter  a feature code,  the programmable   feature key will serve as an enable/disable   key for that feature.  The Installer  may  have programmed   certain  stations  for accessing additional  features  (see  "Optional   features,"  page F.14);   consult  your System  Administrator   to determine   your access.

Keys' LED activity  during  programming

 

Currently  being  programmed  and                              Flashing    red               Flashing   green                Flashing   amber previously   assigned

Currently  being  programmed  and                              Flashing    red                 Fl ashing   red                 Fl ashing   red previously   unassigned

Programming   mode-    Was assigned   or                    Blinking   red                Blinking   green                  Blinking   amber viewed  in  current  session

Assigned   in  a previous   programming   session                Solid  red                    Solid  green                      Solid  amber and not  yet viewed  in current  session

Never assigned   and not  yet viewed  in  current                       Off                               Off                               Off session

Note:   Each  ESI  Cordless  Handset   has  only  one  LED  color  -   red -   with  similar   blinking   rates.


C.3


 User's  Guide                                                                                                 User  programming:   An  introduction   

3  Station options

The station  options  sub-menu   (PROG/HELP    3) lets you activate or deactivate  several  features your station can provide.  At each option  sub-menu, 1  enables  the option  and O disables    it. (Each   option   listed  below  is explained   elsewhere   in this  manual,   as noted.)

1    Call waiting/background   announce

See page E.13  for call waiting  and page E.13   for background   announce.

Note:   Background    announce   is  not available   on  a legacy  12-Key   Feature   Phone.


2  Personal greeting reminder

See page F.10.

3  [Unused]

4  Outside dial tone preference

See page F.13.

5  Hands-free answer

Note:   Wrth  an  ESI  Cordless   Handset,   use of this  feature  requires   a headset.

See page E.3.

Note:   Not  available   on  a legacy  12-Key   Feature   Phone.


6  Message monitor

See page F.10.

Note:   Not  available   on  a legacy   12-Key   Feature   Phone.


7  Power-saving  mode

Note:  Applicable   to only an  ESI  Cordless   Handset.

Allows you to enable  or disable  an ESI  Cordless  Handset's  power-saving  mode.   Enabling  this mode  helps achieve  full battery life.  However,   if full-time   status monitoring    is required,   you can  disable   mis  mode.   In power-saving   mode,   the phone system  blocks  all status updates 1   to the Cordless   Handset  when Uie
Handset  has been idle for 30 seconds.   Pressing    U,e Cordless   Handset's  keys or receiving  an incoming   call
on it will discontinue   power-saving   mode.

Note:   When  the  handset   has  received   no calls  or status  updates'  for five minutes,   the  Cordless   Handset enters  deep-sleep mode.  During  rt, the display   is blank  and  the  LEDs  oont  light   up.  If the system sends  any  updates  to the  Cordless   Handset,   it will  discontinue    deep-sleep   mode

For exam pie: If you have a programmable feab.Jre Key set as a station Key forsomeone's extension, the system updates your Cordless Handset based on that extension'scurrent status (busy, idle, do-not-disturt>, or -  with optional E SI Presence Management -  olf-premises).


C.4


 User's  Guide                                                                                                 User  programming:   An  introduction   

4  Station audibles

The station  audibles programming   provides  control  of the following  audible  items.

Note:   Only  the third  setting,   message ring,  is applicable   to the  ESI  Cordless   Handset.


1    Station ring tone

You can select  from  six possible   tones to help  distinguish   it from  other nearby ringing  phones. Press T  or .&. to select  a tone,  then press# to accept it.

2  Station ring volume

Press Tor.&.    to set U'le  desired  ringer volume  (range:   off to high),  then press# to accept it.

Note:   On  an  ESI desktop  phone  with  a status  indicator   lamp,   if the  ringer  volume   is turned off, the  status indicator   lamp  will  not  "flutter" when   an incoming   or recalled  call is  presented  to the  phone   (see "Status  indicator   lamp,"   page D.10).


3  Message ring

When enabled,   mis feature  will periodically   generate   a short ring  tone at your station  as an additional   alert that you have new messages.


5 Password

1    Enter new password

Your password may  consist  of 2-8 digits  followed  by# (0 cannot be the first digit).   Entering  only  Oas  U'le password  will turn off U'le  password requirement.

2  Delete current  password

Resets the password to U'le  default  password.

3  Play back current  password

Displays   and plays  back the current password.

4  Password security level

Selection     Result
0          No password  required   for access from  any  phone
1             Password   required   only  for remote  access,  either  off-premises   or from other  stations  within  the  system
2          Password  always  require

C.5


 User's  Guide                                                                                                 User  programming:   An  introduction   

6  External message notification

Note:  To use this  feature,  a legacy  12-Key   Feature   Phone   must  have  a voice  mail key  assigned.


1    Delivery options

1   Delivery to phone number only

2 Notify pager only

3  Call first and then page

4  Call and page at the same time

O   No off-premises  delivery

2  Phone delivery

1   Enter phone number

Enter  the phone number (24 digits,   maximum)  followed by#.   Oo  not include an outside   line access code (i.e.,  don't add 9, 8 or 71-76) before the number.
Use  the .& scroll  key to enter special  characters;   use the T  scroll key to backspace.   You also  can use the scroll keys to view the number after it's saved.   To change the number,  you must delete  it and  then re-enter it as desired.

2 Delete phone number

Deletes  the currently programmed   phone number.

3 Display current phone number

Displays   the currently programmed   phone number.

3  Pagernotification

1   Enter pager number

Enter  the pager number (24 digits,   maximum)  followed  by#.   Oo  not include an outside  line access code (i.e.,  don't add 9, 8 or 71-76) before the number.
Use  the .& scroll  key to enter special  characters;   use the T  scroll key to backspace.   You also  can use the scroll keys to view the number  after it's saved.  To change the number,  you must delete  it and then re-enter it as desired.

2 Delete pager number

Deletes  the currently programmed   pager number.

3 Display current pager number

Displays   the currently programmed   pager number.


(Continued)


C.6


 User's Guide                                                                                                User programmingA: n introduction

4  Urgent message activation

1   Urgentmessages only

Only urgent messages  will be delivered.

Note:  Remember   to say  in  your  personal   greeting   that  callers  should   press 2 to mark a message as urgent.   (For  more on personal   greetings,   see page D.1.)


2 All new messages

Any new message  will be delivered.

5  ESI Mobile Messaging options

Note:  This  feature  is available   only  if your  ESI  system  is  using   ESI  Mobile  Messaging.    If you're   not sure whether   it is,  consult   your System  Administrator


1  Activee-mail settings

2 Main e-mail settings

3 Alternatee-mail settings

6  Twinning programming

Note:  This  feature  is not  available   on an  ESI  Cordless   Handset.


1  Enable/disable

2  Twinning destination


C.7


 User's  Guide                                                                                                              User  programming:  An  introduction   

7 Personal Call Routing

1    ESI Presence Management settings

For additional  details,  consult U'le ES/ PresenceManagementUser's Guide (ESI  part# 0450-0793).

Note:  This  function   is available   only if your  phone  system  is  using   ESI  Presence   Management.    If you're   not sure whether  it is,  consult  your  System  Mministrator.    For more information    about ESI  Presence Management,    visit  www.eei-eetecn.com.


1   Entry settings

Select  personal greeting
2 Set message delivery

2 Exit settings

1    Call handling (voice  mail/call forwarding)
2 Select  personal greeting
3 Set message delivery

3  Quiet time settings

1    Selectday
2 Select  quiet "on"  time
3 Select  quiet "off'   time

2  ESI Cellular Management settings

For additional  details,  consult  U'le ES/ Cellular ManagementUser'sGuide (ESI  part# 0450-1189).

Note:  This  function   is available   only if your  phone  system  is  using   ESI  Cellular   Management.    If you're  not sure whether  it is,  consult  your System  Mministrator.    For more information    about  ESI  Cellular Management,    visit  www.eei-estecn.com.


1   PIN setting

2  Voice mail setting

3  Cell phone audibles

Ring tone setting
2  0Th1F playback setting

4  Shared line setting

5 Bluetooth  settings

Cell phone pairing
2  Delete setting
3 Cell phone line setting
4 Auto-Connect  setting


9  Message Recycle Bin (un-delete)

The most recently  deleted  message  will be played  first.  Press 9 to move to U'le next message.  Press 8 to restore U'le message to your mailbox  as a new message.

 

C.8


 User's  Guide                                                                                                                           Voice   mail  operation   

Voice mail operation


Your ESI  system  provides accurate and timely messages.   Others  will become  more comfortable   leaving  you voice  messages  if you promptly  retrieve and  respond   to your messages.

VOICE  MAIL key

For direct access to all voice  mail  features,  such as picking  up messages  or transferring  directly to mailboxes:

•     On an ESI 60 Business  Phone -   Use the blue VOICE   MAIL key.  It will blink whenever you have one or more  new messages,  and the upper display  will show you how many  new and old messages   are stored for you on the ESI  system.   Once you press VOICE   MAIL,  the  lower display  will update to show your eight  most recent messages,   with each new message  appearing  in a bold  font.  Use the scroll keys  below  the lower display   to see the next eight  messages   (press  the left scroll key to scroll do\1111'1  and the right scroll key to scroll up).
•     On an ESI 40 Business  Phone,   ESI 300 Business  Phone,   48·Key Feature  Phone,  or legacy  24·Key Feature Phone-    Use the blue VOICE  MAIL key.  It will blink whenever you have one or more new messages, and the display  will show you how many  new and old messages   are stored  for you on the ESI  system.
•     On a legacy  12·Key Feature  Phone -Assign   key code 579 to a programmable   feature key (see "Programmable   feature  keys,"  page C .2,  and ''Optional   features,"   page F.14).   Until this has been done for your phone, your mailbox is disabled.   (When  you try to access a disabled   mailbox,   the system  will notify you that it's disabled.)   You still can retrieve  previously left messages  and access user programming,   but the mailbox  won't be able  to receive new voice  messages.   Therefore,   to enable   the mailbox,   assign key code
579 to a programmable   feature key.
•     On an ESI Cordless   Handset,  use the blue-outlined   VOICE   MAIL  key.  The display,   direcUy  above the
VOICE   MAIL  key, will show an "envelope"  icon when you have one or more  new messages.

Personal greetings

To program  your personal greetings,   press PROG/HELP 1. Initially,   your mailbox  has a generic greeting:   "You have reached the mailbox for extension xxx. Dial Oto  reach the operator or begin recording at the tone." You can record up to three different  personal  greetings in your own voice  indicating  your availability   to return calls.

Examples

Sample greeting 1:
Hi, this is [name]. I'm away  from my desk or on the phone right now; so please either dial zero to reach our operator,  or leave me your name,  number and message at the tone and I'll get back to you as soon as I can.
Sample greeting 2:
Hi, this is [name].  I'm out of the office.  You may dial 1 2 2 na.v  form; assistant  or, if you prefer,  you may leave me a voice message at the tone -   I'll check in regularly -   or, if it's important,  either dial 4 na.v  to reach me on m; cell phone or dial 2 nos to leave me an urgent message  that IV ill page tre automatically   1

Sample greeting 3:
Hi, this is [name]. I'm away  from my desk at the moment. To have me paged,  dial 3 nos.  To reach the
operator,  dial zero.  Otherwise,  leave your name and phone number at the beep so I can return your call.'
These sample greetings refer to certain features which may not be activated foryour extension; consuit your SystemAdministrator foradditional information, if necessary.


0.1


 User's  Guide                                                                                                                           Voice  mail  operation  

Depending  on auto attendant  usage and your personal  preferences,  you may wish to include one or more of these options  in your personal  greetings (each option  must be pressed during greeting playback,  before the beep, to be activated):

-       Option  --    Instruction                                                                                                   -
0             To reach the operator
1                  To skip  directly to the record tone  (or "beep")
2             To mark this  messaae as uraent (see "Uraent  messaaes  "paae  D.10)
3             To page (internally)   the person  for whom the caller is leaving  a voice  mail  message
4             To perform off-premises  "reach-me"  (see "Off-premises   reach-me."   oaoe D.3)
8             To the main  areetina  (if your system  is usina  the auto attendant)
xxx      An extension   number of another  user

Note:   Option  3 is available  only when  personal  greeting  3 has been  recorded  and is active;  and  option  4 is available  only when  personal  greeting  2 has been  recorded   and is active.

You can change any personal greeting as often as necessary, by just recording over a previously recorded greeting.

Warning:   DON'T  delete all of your  personal   greetings;   make sure at least  one  always  remains.   Deleting  all the greetings  not only  doesn't  revert to the initial  default  greeting,  it also will turn off your mailbox.


Personal greeting keys

You can program  a programmable   feature key as a personal greeting key for any one of the three personal greetings (see page F.16).   Once created, this shortcut can then be used to activate the associated personal greeting (the key's LED will glow green and the greeting played as confirmation).

Note:   To re-record this  greeting,  press RECORD while  the confirmation   is playing  and  follow the prompts  (on a legacy 12-Key  Feature Phone,  which has no RECORD  key, press PROG/HELP 1 while the phone  is idle).


Leaving messages ...

If you call another  station that is DND,   busy or does not answer-     or if you call a special  mailbox  (such  as a guest or group mailbox)  -you  will be transferred to the mailbox.   You can skip the mailbox's personal  greeting by pressing 1;  this takes you directly to the record tone .

.  .  .  directly in another user's mailbox

The procedure for going directly  to another  user's mailbox2 without ringing his/her extension  depends upon whether you have that user's extension  set as one of your station keys:

•    If you do,  press VOICE MAIL and then the person's station key.
•    If you don't,  press VOICE  MAIL and TRANSFER  and then dial the extension  number. Either will connect you directly  to that user's personal  greeting .

.  .  .  in several users' mailboxes using a Quick Group

You can leave a direct message in several users'  mailboxes  at the same time by pressing VOICE  MAIL and entering the desired extensions  -   thus creating a Quick Group. You can also move messages  or recordings to a Quick Group in the same manner.  A Quick Group can contain up to 65 extensions,   including  those within a department.   To enter each extension   into a Quick Group, use your ESI  phone's dialpad  or press a programmable   feature key to which the extension  has been assigned.

Note:   If you have a department   programmed   as a station  key, pressing  VOICE MAIL and then  the department's  station  key will leave a message  for all members   of the department.

 

 

If your system is using ESI PresenceManagemen~ consult the ES/ PresenceManagementUser'sGuide(ESI part # 0450-0793)to learn about additional,  special functionality that may be available to you. If you're not sure wretner you system is using
ESI  Presence Management, consult your SystemAdministrator. For more information about ESI  Presence Management, visitwww.esi-estech.com.
You also can leave messages in mailboxes (such as guest mailboxes) tnatdon't nave extensions associated wltn tnem.


0.2


 User's  Guide                                                                                                                           Voice  mail  operation   

AutoPage

This feature lets  you have outside  callers internally page you after they've been forwarded to your voice mailbox and are listening  to your personal  greeting (see "Personal  greetings,"  page D.1).   You must have personal
greeting  3 selected  and it must tell callers to press 3 for this  feature.  If the caller dials  3 during the personal greeting,   he/she  is placed  on hold;  the system then pages you by name,   followed  by the phrase ''You have a call
on line" and the line on which the call is on hold  (e.g.,  "John  Doe,  you have a call on line 21 '').  If you don't answer the page within a programmed   interval,  the caller is forwarded back to your extension/voice   mailbox.

Note:  This  feature  is active if your  administrator    authorizes   your  station   for it, you   have   set  your   mailbox    to play personal   greeting   3, and  a directory  name   is recorded  for your  station.

Sample  personal  greeting 3 for AutoPage:

"Hello.  This is Rick. I'm currently unable to receive your call.   To have me paged throughout the building, please press 3 now. Otherwise, please leave me a message after the tone and I will return your cal/ as soon as possible."

Moving and deleting a message

When you move a message,  the system accesses  another  submenu to determine whether you want to move and delete  a message,  or move and save it. After you press 6 to move a message,  the prompt  will ask whether you wish to:

•    Move  the message  but also save a copy of it in your voice  mailbox or
•    Move  the message  and delete  it from your mailbox.1

Off-premises  "reach-me"

After a caller has been forwarded  to your voice  mailbox and is listening   to your personal  greeting,  this feature gives the caller the choice of being forwarded  to a number  outside  the system -   i.e.,  a regular phone  number rather than an extension.

Note:  This  feature  is activated  only  if your  System  Mministrator    enables   it on  your  station.

To use this feature,  follow  these steps:

1.     From  your ESI  phone,  press PROG/HELP 6 2 1  and enter the telephone  number to which you want calls forwarded  when you're off-premises.2

2. Record and activate personal  greeting  2.  Be sure to tell the caller to press 4 during the greeting to be connected to your alternate  phone.   (See the sample  greeting,  below.)

When you receive a call forwarded  in this fashion,   you'll be prompted to ''press any key" to accept the call.
If you don't answer the call,  the caller is returned to your voice  mailbox  on the ESI  phone system.  O~premises
"reach-me"   is available  on guest mailboxes,   as well. Sample  personal  greeting 2 for off-premises  "reach-me":
"Hello. This is Rick. I'm currently out of the office.  To attempt  to reach me on my mobile phone, please press 4 now. Otherwise, please leave me a message after the tone and I will return your call as soon as possible."


This feature is activated only if tne Installer enables it on your system.
This is aso tne same number used for message nofification phone delivery (see "Off-premises message delivery," page 0.9).
0.3


 User's  Guide                                                                                                                           Voice   mail  operation   

Message retrieval

Message(s) waiting display

If you have at least one new message,  your ESI  desktop  phone's  VOICE  MAIL key will blink (except on a legacy
12-Key   Feature  Phone)  and your display  will show the number of new and old messages   in your mailbox.1

10/12 11:09  AM NEW   3   OLD    1

On an  ESI  Cordless  Handset,   an "envelope"  icon  on the display  also  appears  when you have at least one new message.

Note:   Message status  information   {shown   in the  example   above as NEW 3  OW   1) appears   on  an  ESI
desktop phone   (except   on  a legacy  12-Key   Feature   Phone)   only  when   new  messages exist.


Retrieving voice mail messages from your ES/ phone

If using an ESI phone other than the ESI 60 Business  Phone

1.   Press  VOICE   MAIL.

2.  Enter  your password if required (you may  change  the requirement   for a password  in user programming    menu  5; see "Password,"   page C.5).

3.   The ESI  system will start playback  of messages  with the oldest  new message  and continue until all messages  are played.   The display  will show the origination   of the message,   the countdown duration of the message,  whether new or old,  and the time/date of when the message  was left.

XYZ COMPANY
XYZ COMPANY 1:57
NEW 10/12 12:30P
2145556789
NEW  10/12  12:30P   1:57
ES/ phone IV ith llvo-lme display                                     ES/ phone IV ith three-Ime display (also snoss running playback time in reverse)
4.   At the end of each message,  the ESI  system  prompts  you for instructions   (see  the chart, "Keys'
functions  during voice  mail message   retrieval,"  page D.6).   Once you've learned  these prompts,   you can proceed more  rapidly  by pressing one of the appropriate  keys any time during a message  or during a prompt.

5.   To exit playback   of messages,  simply  hang up your phone.

Note:  If you  hang   up during playback   of a message,   the  system  saves  that  message as new  and
all  others   not  deleted.


I    A 12-Key Feab.Jre Pnone  will display only  tne date and time.


0.4
 User's  Guide                                                                                                                           Voice   mail  operation   

If using an ESI 60 Business  Phone

Note:   If you're  using   an  ESI  600 {digital)   phone,   there  will  be a two- to three-second   delay  in  display performance    when  you  enter  or exit the visual   voice  mail  feature  descri:Jed  below.  (There  is  no  such delay  in  display   performance   in  using  visual   voice  mail  on  an  ESI  60I P phone.)

1.     Press  VOICE   MAIL.
The first time you press VOICE   MAIL (or whenever you press the scroll keys to move  to a different page of voice mail  messages   or recordings),  the upper display  will show:

VISUAL VOICEMAIL NEW  4  OLD  6
PAGE     1   OF   7

2. Enter  your password if required (you may  change the requirement    for a password in user programming   menu  5;  see "Password,"  page C.5).

3. You'll see that the phone's lower display  has updated to
display  your eight  most  recent voice  mail  messages,  with      ~             <DOE JOHN
each new message  highlighted.                                                ~
IUD  12110       ~
<AA ROOFING
IUD  12110      ~
Use  the scroll keys  below  the lo\l'ler  display  to see the     ~             <SUSAN CALV
next eight  messages   (press  the left  scroll key to scroll                              lllD 12/10      ~
do\1111'1  and the right scroll key to scroll up).                              ~             <PAULS
OLD 12/10       ~
4. You'll also  notice  that each message   is associated  with         ~             <HANSEN  KEN
two programmable   feature keys -   one on the  left  side            ~
OLD 12/10      ~
<BILL  H
and one on the right side.                                                                           OLD 12/09      ~
~             <EMERSON  MI
For each message,   pressing  either  programmable   feature                       OLD  12/09        ~
key updates the upper display's   first two lines with the             ~             <SARAH W

message's  full Caller ID  information.
OLD  12/09         ~

What else  happens  will depend on which of the two                                ~            ~
programmable   feature  keys you press:

Pressing  the right-side  programmable    feature key causes the message's   time  stamp  to appear on the upper display's
third line.
.   Pressing  the left-side  programmable    feature key causes the         NEW     12/10      11 :43A       0:25
message  to begin  playing.
5. To select  the next voice  mail  message,   press the appropriate programmable   feature key.

0.5


 User's  Guide                                                                                                                           Voice   mail  operation   

New message skip

When listening to new messages,   press 9 twice (wiU'lin   two seconds)   to save a message  as new.  This message  will be played  again  as a new message  the next time  you access your voice  mail.

Note:   When   you  press 9 once  to save the  message   as old,  there  is  a short  delay  before  the  system  tens  you  it has saved  the  message.   To bypass  this  delay after pressing  9, just  press  #to hear the  next  message.


Keys' functions  during voice mail message retrieval from an ES/ phone

Key       Function  name          Description
1             Pause                         Pauses  for one  minute   or until  you  press 1 again.
2         lime  and date/          Toggles  the  bottom line  of the  display   between  the  message's   time/date  and  the number toggle'          caller's   number.
(Not available from an analog phone or off-premises location)
3         Reply                         Replies  to the  originator   of a message   (possible   only  if message   came from  another user  in the  system).   Record  your reply  at the tone  and then  press  1 to stop, after which the  system  returns  you to your  mailbox   and  the  message to which   you  were replying.
4         Backup                       •  If pressed during message   playback,   rewinds   4 seconds  for each  key-press. (rewind)                       •  If pressed after the  playback   has  finished,   returns  to beginning    of message.
5         Fast forward                Advances   playback   4 seconds   for each  key-press.
(Not available from an analog phone or off-premises location)
6         Move                          Moves a copy  of the  mess age to other  users'  mai I box es.
You  may  move the  copy with  or without  an introduction.
After the  move,  the  system  returns  you to your  mailbox   and  the  original   message.
7         Delete                        Deletes  the  message  from  the  mailbox  (see "Message   Recycle   Bin,"  page D.10).
8         Fast-forward                 Fast-forward  to end  of message.
9         Save                               Saves  the  message (it will play  as an  old  message  the  next  time  you retrieve   messages).   [See also the Note above this table]
9 9       Save  as new              Skips  over a new  message and  leaves   it as a new  message   (ie,   it will be played   as a new  message   the  next  time  you  pick  up  messages).    You  must  press the  9 key twice within  two seconds.
REDIAL   Auto-callback             Exits  your  mailbox  without   erasing   the  message,   and  then  automatically    dials the  number.  2     (Not available from an analog phone or off-premises location)

ESI-DEX   Store                          If Caller  ID  is present,   saves  to your  Personal   Dex for later  use.
(Not available from an ES/ Cordless Handset, legacy 12-Key  Feature Phone, analog
phone,  or off-premises location)
#          Leave                         Lets you  record a message in  one  or more mailboxes.   M. the  prompt,  enter  the  desired a message                 mailbox   number.   Press#    and then  enter  up to 65 mailbox   numbers,   using  the  phone's
dial pad and  programmable    feature  keys.  Mailboxes   in  a department   count  toward the
maximum   of 65.
Check                        Checks   messages in  another   mailbox   (may  require   a password,   depending    on the other box                   mailbox's   setting;   see "Password,"   page C.5).


Retrieving voice mail messages using another user's ES/ phone
1.    Press VOICE   MAIL and men  *.
2.  Dial  your extension  number.

3.  Follow the procedures  described   in "Retrieving    voice  mail  messages   from your ESI  phone" (page  D.4).


Applicable only to ESI 300 Business Pnone and legacy 24-Key Feature Pnone.
A local call may not oe dialed correctly depending on tne limitations oftne local dialing plan You may need to dial some oftnesecaus  manually.


0.6
 User's  Guide                                                                                                                                           Voice   mail  operation   

Virtual Mailbox Key

(Not available on ES/ Cordless Handsetor legacy 12-KeyFeature Phone.)

If you frequently  pick up your messages   from another  user's  ESI  phone or have others  help  pick up your messages,   you may want to program  a programmable   feature key on that phone as a Virtual Mailbox Key™  for your mailbox.   When you have new messages,  the key will blink, press it to automatically   connect to your mailbox.   This  feature does not affect your ability to pickup  messages  from your own phone.

Note:  Assign   to the  programmable    key the  following-       VOICE MAIL     and  then  either  your  extension number  or your  voice  mailbox   number (see "Programmable    feature  keys,"  page C.2).


Retrieving messages from an off-premises location

You can pick  up messages  when away from  the office or from  an analog  station.  Since  the display  is not available   to you, message  handling  will operate  slightly differently.

To retrieve  your message   from a remote  location:

1.  If the auto  attendant's main  greeting  answers  your call,  press     and enter your mailbox   number.  If the operator or another user answers  your call,  have the person transfer  you (by pressing  VOICE  MAIL and then pressing  your station key [or entering  your mailbox   number)  and hanging  up).

2. If required,   enter  your password.

3.  The ESI  system  will announce  the number of new and old messages,   and will start playback  of messages  starting  with  the oldest  new message  and continue  until all messages  and recordings   have played  or you press     to disconnect.

For more  information,   see page C.6.

Functions  available during off-premises  voice mail message retrieval

Key     Function                    Description
2      Hear time/date          Pauses  the  message,   plays  the  time/date   when  the  message  was  left  and  resumes.
3      Reply                         Replies  to the  originator   of a message (possible   only  if message came from  another
user  in the  system).  Record  your reply  at the tone  and then  press  1 to stop, after which  the
system  returns   you to your  mailbox   and  the  message  to which   you  were replying.
4      Backup                      •  If pressed during message playback,   rewinds   4 seconds  for each  key-press. (rewind)                     •  If pressed after the  playback   has  finished,   returns  to beginning    of message.
5      Access user             Access certain   user-programmable    features. programming
I                   Note:    Fast forward  is not  available   from  a remote location.                           I

7      Delete                        Deletes  the  message  from the  mailbox   (see  "Message   Recycle  Bin,"  page D.10).
9       Save                              Saves  the  message (it will  play  as an  old  message  the  next time  you retrieve  messages).   [See also the Note above this table]
9 9     Save  as new             Skips  over a new  message and  leaves  it as a new  message   (i e,  it will be played   as a new  message   the  next  time  you  pick  up  messages).    You  must  press  the  9 key twice within  two seconds.
8      Main greeting            Goes to the  main  greeting.
0      Operator                   Transfers   you  to the  operator.
#        Leave                        Lets  you  record a message in  one  or more  mailboxes.    M. the  prompt,  enter  the  desired a message                mailbox   number.   Press#    and then  enter  up to 65 mailbox   numbers,   using  the  phone's
dialpad   and  programmable    feature  keys.  Mailboxes   in  a department    count  toward the
maximum   of 65.
#       To other mailbox      To leave  a message in  another   user's  mailbox.
Disconnect                Disconnects   you  from the  system.  Always  press     before  hanging    up  (if you  press it during   message playback,   the  system  will  save the  playing   message   and  any  other currently   unsaved   messages in  your mailbox).
0.7
 User's  Guide                                                                                                                                           Voice   mail  operation   

Live recording

(Not available on legacy 12-KeyFeature Phone.)

Note:    To use this  feature  on  an  ESI  Cordless  Handset,   it must  have  a programmable   feature  key set for key code
582 (See "Optional  features,"  page F.14.)   It then  functions  like the RECORD  key described  herein.

To begin recording  boU'l  sides  of the conversation   during  a call, press RECORD.  Recording  will continue  until eiU'ler you press RECORO again, the call is completed   or U'le maximum   recording  lengu, 1   is reached  (default   is 10 minutes).   To resume recording,   you must press RECORD again.  During  recording,   the RECORD LED  will
"flutter"  (blink rapidly)  green and RECORDINGwill appear on U'le  display.

Note:    The  Installer   may  have  programmed   your  system  to insert  a short  tone every 15  seconds  while  recording.

You can record any conversation,   including   a conference   calf or service observing   call (see  "Service  observing," page F.15).   You also  can make  a personal recording  -   useful  for recording  personal   reminders,   in office conversations   or meetings  -   by lifting  U'le  handset or pressing SPEAKER and men pressing RECORD.  Internal dial  tone  will stop and recording  of your station  will begin until  either  RE CORO is pressed  again  or you hang  up, whichever occurs  first.

Note:   Interruptions    in  conversation    may  compromise   the  quality   of the  recording.


Quick Move™

The Quick Move  feature is perfect for use by a receptionist    or, indeed,   anyone  who receives  a call that would be more  appropriate   for one or more  other currently unavailable   co-workers (for whom  you have programmed station  keys on your phone).   Let's say someone  calls and wants to speak to one of your co-workers.  You say that U'le co-worker isn't  U'lere  now but you'll be happy to let U'le  caller leave  a voice  message.   However,  the caller protests  that he doesn't "want  to talk  to a recording"  and wants  you to write down U'le  message.   Worse, you know that some  of your other co-workers  will want to hear what U'lis  caller has to say.

But here's all you have to do:  just press RECORD and  then,  while recording   (and  ''taking down" U'le  message, as far as the caller  knows),  press U'le  station  keys for mose  to whom  you wish to Quick  Move  U'le message. You can do mis for as many  stations  as you have station  keys programmed   on your phone.

Each designated   user's  mailbox  will receive U'le  recording  as a new message,   but your mailbox  will not have the recording.   This feature saves you a number of steps -   i.e., you won't need to access your mailbox  and move  U'le  recording  and delete  U'le  recording  from your mailbox.

Playback of recordings

If you have recorded conversations,    they will play after your old messages,   or you can access them  directly by pressing  VOICE  MAIL, RECORD. This will play back the recordings,   starting with U'le newest recording. Recordings  can be handled  just like omer  messages.

'  Adjustable t>y only tne Installer.
2    Upon playt>acK, a recording of  a conferencecall can sound gart>led if more than one person at a time is speaKing.


0.8


 User's  Guide                                                                                                                           Voice   mail  operation   

Off-premises  message  delivery

To program  this,  press PROG/HELP 6.

Introduction

The ESI  system  can be programmed   to deliver  messages   to an off-premises  phone and/or to page you when your voice  mailbox   receives  a message.   You can set the phone number (cell phone,   home  number,  another extension,   etc.)  and the pager number.  You can further set the system  to deliver  only messages   marked  as urgent (see "Urgent  messages,"   page D.10).

The administrator   can also  set for your station  the:

•    Number   to be called  or paged
•     Delay  period
•    Number   of attempts
•    Interval  between attempts (in increments    of 30 minutes)
•    "Quiet  period"  which  suspends message  delivery   for late night,   etc.

If you have programmed   both an off-premises   delivery  number  and a pager number,  the system  will prompt you to choose  one of the following   delivery  options:

•     Phone-only
•     Pager-only
•     Phone,   then pager-Attempts     phone delivery  until  the maximum   number  of attempts has been tried, then follows  paging   programming.
•    Phone   and page at the same  time
•    No  off-premises   delivery

Note:    If your  system  is using   ESI  Presence  Management,   your  ESI  Presence   Management-related     settings (PROG/HELP 7 2) will super cede your  settings   here.  Consult  the  ES/ PresenceManagerrentUser's Guide (ESI part# 0450-0793)  to learn  more about this  information,    and  about  additional,    special functionality   that  may  be available  to you.  If you're  not sure whether   your system  is  using   ESI  Presence Management,    consult  your System  Administrator.   For more information  about  ESI Presence  Management, visit  www.esi-estech.com


Message delivery

...   To a phone

Whenever your mailbox   receives  a new/urgent  message  (see "Urgent  messages,"  below), the system  will call the number  that you have programmed   and play  the prompt: "You have messages.  Please enter your password. "The prompt will repeat three times  before 1he  system  assumes that no one has answered   (i.e., because it has "heard"  no password)  and disconnects.

Upon  answering,   enter your password (if you have set your password   options  for no password,  you must enter O  as your password).

Warning:   A"     "response     instead   of the  password  will cause the  system  to suspend   calling   you  until  it receives the  next  new/urgent    message.

You will then be connected  to your mailbox   and can proceed  with normal   remote  operation  (see
"Retrieving   voice  mail  messages    from  an off-premises   location,"  page D.7).
0.9
 User's  Guide                                                                                                                                           Voice  mail  operation  

...   To an external pager

You can program  pager notification  to operate  either  as the sole  notification  method or in conjunction with phone delivery.

You can have the system call  and activate your external  pager whenever the first new/urgent  message is left in your mailbox  and repeat  the page (at the interval  programmed by the administrator)   until all new messages have been retrieved.

Note:  You  can toggle  the feature  on or off in user programming  (PROG/HELP 61).

Refer to page C.6,   option 6 ("External  message notification"),   for specific  menu selections.

Urgent messages

You can have all new messages delivered  or choose to have only urgent messages delivered.   If you have enabled  the urgent message feature as part of user programming   (PROG/HELP  6 4),  you must include,   in your personal  greeting,  instructions  for the caller to press 2 to mark the message as urgent.  (See "Examples: Sample  greeting  2" under "Personal  greetings"  on page D.1.)   If you have new, urgent messages,  your VOICE MAIL key's  LED will "flutter"  (blink  rapidly)  and, when you retrieve your messages,  the system  will play urgent messages  ahead of other new messages.

Message Recycle Bin (un-delete)

The ESI  system  stores your most recenUy deleted  10 messages in  a Message Recycle  Bin to allow you to recover,  or "un-delete  ," messages that may have been deleted  in error.

You access the Message Recycle   Bin through  user programming   (PROG/HELP   9).  Press 9 to advance  through deleted  messages.  Press 8 to restore a message to your mailbox as an old  message.

Status indicator lamp

(Not on ES/ CordlessHandsetor legacy 12-KeyFeature Phone.)

The red status indicator   lamp is located at the top of an  ESI  60 Business   Phone,   ESI  40 Business   Phone,
ESI  300 Business   Phone,   48-Key Feature  Phone,  or legacy  24-Key Feature Phone.   The status indicator  lamp indicates  three conditions:

•     Phone is off-hook  -   Light glows  solid  red.
•     Phone is ringing -   Light "flutters"  continuously.

Note: The  light wont "flutter"  if the ringer  volume  is turned  off.

•     Phone has at least one new voice  mail message-    Light blinks.

For example,   if a user is wearing  a headset,  it can be difficult  to know whether he/she is on a call. Therefore,  just look at the status indicator  lamp -   if it's glowing  solid red, the person is,  indeed  on a call.

Note:   If more than  one  of these three conditions   is true at the same station,  the status  indicator  lamp will behave according  to the following  priority:  off-hook, then  ringing,   then  new voice mail.  Here's  an example.  You have a new voice  mail message  waiting,  which  makes the status  indicator  lamp  blink.  However, if the phone begins  to ring,  the status  indicator  lamp will "flutter" continuously   because  ringing   has  a higher  priority  than
new voice  mail;  and,  if you  then  pick up the handset  or press SPEAKER  to take the call, the status  indicator lamp  glows  solid  red because  the off-hook condition  has  the highest  priority  of the three conditions.


0.10


 User's  Guide                                                                                                                           Voice  mail  operation  

Setting up ESI Mobile Messaging

Programming  e-mail addresses and. WAV attachment settings

Note: In  order for you to access the Mobile Messaging  settings  described  in this  section,  this  feature  must first
be enabled  for your extension   or guest mailbox  by the System  Installer  or Administrator.

You can choose up to two e-mail destination  addresses  -   called Main E-Mail and Alternate E-Mail-    to which  the ESI  system  will deliver an e-mail  notification  whenever you receive a new voice mail message.1
Also,  for each destination  address,  you can choose  whether to receive a .WAV  file attachment from each new voice mail message.

Example:     You might choose to receive attachments  remotely while using the Alternate  E-Mail setting, but not to recerve  attachments  while  using  the Main  E-Mail setting when  in the office-    or vce versa,depending on your  needs  and broadband  access when  away from the office.

•    Main E-Mail -   This  is your primary e-mail address.  It's where you wish  to receive most,  or all,  of thee•
mailed notifications   from new voice mail messages.

•    Alternate  E-Mail -   This  is a secondary  e-mail address at which  you can receive  e-mailed  notifications  of new voice mail messages.

You may use the same e-mail  address for both the Main  E-Mail and Alternate  E-Mail settings.  (For  most users,  this probably  will be the case; but the Alternate   E-Mail setting gives you added flexibility.)

It's  necessary, first, to program into the ESI  system an e-mail  address for each of these two settings.  You will accomplish  this by using  your ESI  phone.

User programming  settings  for Mobile Messaging

In  this section, you'll learn:

•     How to switch your extension  (or guest mailbox)  between its Main  E-Mail  and Alternate  E-Mail settings.
•     How to program the destination   address for each.
•     How to select whether to include  voice  mail messages   as .WAV attachments for each setting.

Keys pressed                 Item
PROG/HELP   6                    External  messaae  notification PROG/HELP   6  5                 Mobile Messaging  options PROG/HELP   6  5 1                         Active  E-Mail  destination PROG/HELP   6  5 2                        Main  E-Mail  destination PROG/HELP   6  5 3                        Alternate  E-Mail destination

First,  some quick definitions:

•    The Active  E-Mail destination  setting  Jets you choose the destination  (either  Main E-Mail  or Alternative
E-Mail)  for e-mailed notifications  when you receive new voice mail messages.
•    The Main E-Mail and Alternate  E-Mail destination   settings  let you program the Main  E-Mail  and Alternate E-Mail  addresses,  and-    for each -   select whether to include  a .WAV attachment with each e-mailed  notification  of a new voice mail message.

Note:  Programming   of the  ESI Mobile  Messaging  parameters  also  can be aocomplished  through  the use of
VIP or ES/ PersonalProgrammer{.These applications  are mutually  exclusive.)

 

 

 

 

 


I Altnougn you can set up two destination  e-mail  addresses  (Main and Alternate), the system will use only one at a time.


0.11


 User's Guide                                                                                                               Voice  mail  operation  

Active E-Mail destination  for your extension

On your ESI  phone:

1. Press PROG/HELP 6 5 to reach the Mobile  Messaging  options.

2.  Press 1  to reach the Active E-Mail  setting.  Then ...


Main  E-Mail                                                        I  Alternate   E-Mail                 I  1 and  then  # to confirm         I Alternate   E-Mail                                       I   Main  E-Mail                               I  O and  then  # to confirm         I [To keep your current  setting]                               I   # to confirm                                 I
3.   Either  (a.) hang  up (or press RELEASE) to complete  programming  or (b.) skip to step 2 of "Main
E-Mail  and Alternate   E-Mail  settings for your extension"   (next item).

Main E-Mail and Alternate  E-Mail destinations  for your extension

On your ESI  phone:

1.  Press PROG/HELP 6 5 to reach the Mobile  Messaging  options.

2.  Press either:

•     2 to reach the Main E-Mail  destination  setting .
.    .   .   or ...
•     3 to reach the Alternate E-Mail destination   setting.
3.   Enter a destination   address  to which the ESI  system will send notification  e-mails  when using the setting  you selected  (Main E-Mail  or Alternate   E-Mail)  in step 2.  You may enter up to 64 characters for this destination  address.

To enter each character,  press the appropriate  key on the ESI  phone's dialpad  until the desired character is displayed,   and then press# to enter the character.  Exceptions  include:
•  To enter the "@" character,  press # #.
•  To enter a dot (period),   dash,  or underscore,   press   O (zero)#.
•  To back up to a previously  entered character,  use the left scroll key (    ).

4.   To confirm the address,   press# once more.

5.   Select whether to include a .WAV attachment  with each e-mail  notification  while in the setting you selected  in step 2,  by pressing either:

•      1  to include the attachment.
...  or ...
•    0 not to include the attachment.
6.   Hang  up (or press RELEASE) to complete  programming.

 

Active E-Mail destination  for your guest mailbox

On your ESI  phone:

1. Press PROG/HELP

2. Enter the number,  followed by the password, of the guest mailbox you wish to program.

3.   Press PROG/HELP 5 6 5 to reach the Mobile Messaging  options.

4.  Press 1  to reach the Active E-Mail  setting.  Then ...
-,                                                                      ......
Main  E-Mail                                                        I  Alternate   E-Mail                 I  1 and  then  # to confirm
Alternate  E-Mail                                      I   Main  E-Mail                         I   O and   then  # to confirm
[To keep your current  setting]                               I   # to confirm
5.   Either  (a.) hang  up to complete  programming  or (b.) skip to step 2 of "Main E-Mail and Alternate
E-Mail  settings" (next item).


0.12
 User's  Guide                                                                                                                           Voice   mail  operation   

Main E-Mail and Alternate  E-Mail destinations  for your guest mailbox

On your ESI  phone:

1.  Press  PROG/HELP

2.  Enter  the number,  followed by the password,   of the guest mailbox   you wish to program.

3.   Press PROG/HELP  5 6 5 to reach the Mobile  Messaging  options.
4.  Press either:

•     2 to reach the  Main  E-Mail  destination   setting .
.    .   .   or ...
•    3 to reach the Alternate E-Mail  destination   setting.
5.   Enter  a destination   address  to which the  ESI  system  will send notification   e-mails  when using the setting  you selected  (Main E-Mail  or Alternate   E-Mail)  in step 4.  You may  enter  up to 64 characters for this destination   address.

To enter each character,  press the appropriate  key on the ESI  phone's dialpad  until  the desired character is displayed,   and then  press# to enter the character.   Exceptions   include:
•  To enter the "@" character,   press # #.
•  To enter a dot (period),   dash,  or underscore,   press   O (zero)#.
•  To back up to a previously entered character,  use the left scroll key (    ).

6.  To confirm the address,   press# once more.

7.  Select  whether to include  a .WAV attachment  with each e-mail  notification  while in the setting you selected  in step 4,  by pressing  either:

•      1  to include  the attachment.
...  or ...
•     0 not to include  the attachment.
8.   Hang  up (or press RELEASE) to complete   programming


0.13


 User's  Guide                                                                                                                           Voice   mail  operation   

Setting up twinning

Note  This  feature  is available   only  if your  extension   is authorized   for trunk-to-trunk  transfers.   If you're   not sure whether   it is,  consult   your System  Administrator.

WiU'l twinning,   you can choose to have all calls that are directed to your extension   ring an additional   number, which can be eiU'ler  an internal   extension    or an outdial  number.

When you receive a call twinned in mis fashion,  you'll be prompted   to "press 1" to accept the call.  If you don't answer  the call, the caller is returned   to your voice  mailbox  on the ESI  system.

If you're on a twinned  call and need to transfer  the call back to the ESI  system,  just press    4 and you'll be given internal  dial  tone;  men  enter  U'le  extension   number of the person you want to reach and press#.  If you need to retrieve  U'le  call,  just press        and you'll be reconnected.

Enabling/disablingtwinning

To enable twinning,  press PROG/HELP 6 611  and  then press# to confirm. To disable  twinning,  press PROG/HELP 6 6 1  0 and then press# to confirm. The default setting for twinning is disabled.

Twinning destination

To select  a twinning destination:

1.  Press  PROG/HELP 6 6 2.

2. Use a scroll  key (     or    ) to select  eiU'ler  EXTENSIONor  OUTDIAL.
If you selected  OUTDIAL, skip to step 4.

3.  (This  assumes you selected  EXTENSIONin U'le previous step.)   Enter  an extension   number of up to four digits  in lengU'l.

Note:   Esi-Linked   destinations    are not supported.

4.  (This  assumes you selected  OUTDIAL in step 2.)  Enter  a phone  number of up to 24 digits  in length;   U'lis number must include  an outside  line access code (9,  8,  or 71-76) before the number.   To enter special characters,   backspace,   and/or view the number after saving it,  use a scroll key (     or    ).  To change
the number,  you must first delete  it and men  re-enter it as desired.

5.  Press#   to confirm.

The default setting for the twinning  destination  is OUTDIAL.

 

0.14


 User's  Guide                                                                                                                           Voice   mail  operation   

Optional voice mail feature: Guest mailboxes

Important:    This  is a special,   optional   feature  not  explained   in the  tutorial.   Be sure  to get your  guest  mailbox   number from the  Mministrator.

A guest  mailbox is perfect for someone   such as an outside  salesperson   or manufacturing   employee  who doesn't have an internal   extension   assigned   to him/her  but still needs a mailbox.   You can handle  a guest mailbox   as if it were a regular extension   (i.e.,  list it in the directory,  assign  a programmable   feature key for transfer to it,  etc.).

Notes:   A guest  mailbox   must  have  at least  one  personal   greeting  recorded  to be activated  and,  thus,  able  to accept messages.
If your  system  is using   ESI  Presence  Management,   con su It the E SI PresenceManagementUser'sGuide( ESI
part# 0450-0793)   to learn  about additional,    special  functionality   that  may  be available   to you.
If you're  not sure whether   your system  is  using   ESI  Presence   Management,    consult  your  System
Mministrator.   For more information  about  ESI  Presence  Management,   visit www.esi-estech.com

You  also  can use the  off-premises   "reach-me"   feature  (see page D.3)  with a guest  mailbox.


Personal greetings

You can record up to three different personal  greetings in your own voice  indicating  your availability to return calls.  Also,  you can change the personal  greetings  as often as necessary by recording  over a previously recorded  personal  greeting.  (See "Select  personal  greeting,"  page  D.1,   to learn how to program   these  greetings.)

Retrieving guest mailbox messages from an ES/ phone

To retrieve  guest mailbox  messages   from  an  ESI  phone,   follow  the same  procedure   described   in "Retrieving voice  mail  messages   using  another  user's ESI  phone" (page  D.6),  except  that you enter your guest mailbox number rather than an extension   number.

Keys' functions  during voice mail message retrieval

See the chart on page D.6.

Virtual Mailbox Key

See 'Virtual  Mailbox   Key,"  page D.7.


0.15


 User's  Guide                                                                                                                           Voice   mail  operation   

Programming your guest mailbox from an ES/ phone

Press  PROG/HELP    ,   then the mailbox  number  and then#   to confirm.  You will be prompted to:  record  the greeting,   change the password, enter an external  paging  number,  or exit by hanging   up.

You can record up to three different  personal  greetings  in your  own voice indicating  your availability  to raum calls.

lip:    If necessary,   review  "Personal   greetings,"    page D.15  for options   and  sample   greetings.

You can change any personal  greeting  as often as necessary,  by just  recording  over a previously   recorded personal  greeting.

Warning:   Do not delete  all of your  personal   greetings;   make sure  at least  one  always  remains.    Deleting   all the greetings   turns  off your  mailbox.

Select  the desired  greeting  number -   1, 2,  or 3.  The current greeting  will be played  followed  by prompts to re-record, delete,   hear again,  or select  as the current greeting  by pressing#.

1    Record personal greeting

Begin  recording  at the tone,  press 1  to stop.  The new personal  greeting automatically   replaces  the previous  greeting.

Important:   Your  mailbox  will work only  if at least  one  personal  greeting   exists  for it.


2  Delete personal greeting

When prompted,   press 2 again  to confirm  deletion.   (See "Important"  note,  above.)

3  Hear current  personal greeting

Password

See "5 Password,"  page C.5.

Off-premises message delivery

See "Off-premises  message   delivery,"  page D.9.

Message delivery to a phone or pager

See 'Message delivery,"  page D.9.

Urgent messages

See "Urgent messages,"   page D.10.

Message Recycle Bin (un-delete)

See "9 Message  Recycle  Bin,"  page D.10.

ES/ Mobile Messaging options

See "ESI  Mobile  Messaging  options,"   page C.7.

Note:   This  feature  is available   only  if your  ESI  system  is  using   ESI  Mobile  Messaging.    If you're   not sure whether   it is,  consult   your  System  Administrator.


0.16


 User's  Guide                                                                                                                           Voice   mail  operation   

Optional voice mail feature: Group/broadcast mailboxes

Important:    This  is a special,   optional   feature  not  explained   in  the  tutorial.   Be sure  to get your group mailbox   number from the  administrator.

Any  user  can use the  Quick Groups N    feature  to send  a message  to any  combination    of users   (up  to 65) without  having   to create specific  group mailboxes.    No programming    is  required  to initiate   Quick  Groups. Group mailboxes   are used  if the  members  of the  group   rarely  change   or if members   want to be able  to easily  leave  messages  for one  another,   etc.


Introduction  to group mailboxes

Group mailboxes let you broadcast  a ''master"  message  to all members of a pre-defined   group of users (or guest mailboxes).    When you record a master  message   in the group mailbox,   the  ESI  system  instantly  copies it into  the mailbox   of each member  who has recorded a personal  greeting.

Note:   A member can  only  delete   or save  his  copy of a group  message;  the  group mailbox  will  retain  a saved group message until  deleted   by every member  of the  group.

The master  message   remains  in the group mailbox   until all members   have saved their  copies  or deleted  them from their  mailboxes.

Warning: If you  delete  the  master  message  from  the  group mailbox,   all remaining    copies  will automatically   be deleted  from  the  member's   mailboxes.


Example:    You  have  left  a group  message reminding    everyone   in the  group  of a meeting   for Friday.  The  following Monday,   if the  message is still in the  group  mailbox    (indicating   that  at least  one of the  persons    has  not deleted  the  message),   you  can  delete  it from the  group  mailbox  which  will  delete  it from all  member mailboxes   who  have  not  yet heard  the  message and  deleted   from their  mailbox.

You may  give the group mailbox   number and password  to others to allow them  to also  record  master messages.   Setting  "O" as the password   eliminates   the password  requirement.

Introduction  to the broadcast mailbox

For easily  contacting  all system   users,   the  ESI  system's   broadcast mailbox  automatically    consists  of all station  mailboxes   (not guest mailboxes)   with personal greetings  recorded.

Leaving a group message

Call the mailbox   number and enter  the appropriate password (if required).

Deleting a group message from the group mailbox

Enter  group mailbox   programming   by pressing  VOICE   MAIL,     ,   and the group mailbox  number.  You will hear any previously   recorded group messages  not yet deleted  by all members   of the group.  Delete  by pressing  7.  Exit  by hanging   up.

Programming a group mailbox

Press  PROG/HELP      followed by the group mailbox  number.  You will be prompted  to record the mailbox greeting,   change the password,  or edit the list of members.   Exit  by hanging   up.  For frequent access to leave group messages,   program  a group mailbox   number as a programmable   feature  key.  (See ''Programmable feature keys,"  page C.2).

Virtual Mailbox Key

To help  monitor  that all messages  have been picked  up,  you can program  a programmable   feature key on any ESI  phone as a Virtual Mailbox Key for the group mailbox.   When new messages  exist,  the key will blink rapidly;   press it to connect automatically    to the mailbox.   Program  the programmable   feature key with VOICE  MAIL      followed by the mailbox  number (see ''Programmable   feature keys,"  page C.2).
0.17
 User's   Guide                                                                                                                                           Voice  mail  operation  

Optional voice mail feature: Cascade notification  mailboxes

Important:    This  is a special,   optional   feature  not  explained   in the  tutorial.   Be sure  to get your  cascade notification mailbox  number  from the Administrator.

A cascade notification  mailbox dials up to three designated numbers (of up to 24 digits each) in a sequence called a cascade.

If a cascade notification mailbox receives a new message, the ESI  system dials the first number for a set number of times.  If it receives no response,  the ESI system then dials a second number for a set number of times.  If, again, there is no response,  the ESI system dials the third number; and the system then dials all three numbers, in sequence,  until someone does finally retrieve the message. This is useful for a variety of individuals who must be "on-call" after hours, such as doctors, plumbers,  technical support representatives, wrecker drivers and volunteer fire fighters.

Programming your cascade notification  mailbox

Cascade mailbox options

You can program up to three external numbers, of up to 24 digits each, to be called or paged whenever the mailbox takes a new or urgent message. The system will dial the first number (for the number of times listed), then dial the second paging number (for the number of times listed), and finally dial the third number, continuing in this sequence to call all three numbers until the message has been retrieved.


To program a cascade mailbox, press PROG/HELP      and the mailbox number,  followed by#.  Then, if prompted, enter the password (the default password is the same as the mailbox number).  If this is the first time you've programmed the mailbox, it will prompt you to record the mailbox greeting. Otherwise, press 6 1    to enter programming of the following cascade mailbox options:

1.  The mailbox  number-    [Then press 1  to enter number programming, and proceed to Step 2.)

2.  First number -   The number to be dialed (without  the CO line group).

3.   Type -   PHONEor PAGER. Use scroll keys to select.

4.   Attempts -   How many times the system will call before adding the second number.
Range: 0-99 (0 immediately pages all numbers).  Default:  1.

5.   Second number-    The number to be dialed (without  the CO line group).

6.   Type -   PHONEor PAGER. Use scroll keys to select.

7.   Attempts -   How many times the system will call before adding the third number.
Range: 0-99.  Default: 1.

8.   Third number-The  number to be dialed (without  the CO line group).


Note:    Use the      scroll  key to enter  special  characters;   use the      scroll  key to backspace.   Press#  to confirm  the  inserted   character   and  continue.   Press##  to complete   the  entry.
To change  the  number,   delete  and  then  re-enter  it.


0.18


 User's  Guide                                                                                                                           Voice  mail  operation

Cascade notification  parameters

The cascade notification mailboxes will use the same CO line group and pager dialing pause as programmed by the Installer.

Notification  interval

To program the notification interval parameter for a cascade notification mailbox:

1.  From the programming menu for that mailbox,  press 6 2.

2.  Enter the number of minutes for the interval between attempts.
Range: 1-1440.  Default: 30.

Notes:    Enter  only the  number;   do not include   a line  access code (such  as 9). Use the      scroll  key to enter special   characters;   use the      scroll  key to backspace.  You  also  can  use the  scroll  keys  to view  the number  after it's saved.  To change  the  number,   you  must  delete  it and then  re-enter  it as desired.

For those  situations   where  more  than  one cascade   notification   mailbox   is in  operation,   the  ESI  phone system  automatically   sends  the  mailbox   number  to the  display   of a cell  phone   or digital   pager,  to indicate   which  mailbox   has  new  messages.


Retrieving cascade notification  mailbox messages

Retrieving  messages when off -premises

If using an off-premises  phone

1. Your off-premises phone will ring.  When you answer, you'll hear:  "You have new messages in mailbox number (xxx).  Please enter your password. To stop notification,  press the     key."

2.  Enter the mailbox number and (if necessary) password. The system then will play any new messages in the cascade notification mailbox.

If using a pager

1. Call the main number.

2. If the auto attendant main greeting answers, press     and the cascade paging mailbox number.
If a live operator answers,  have the operator transfer you (by pressing VOICE MAIL and
followed by entry of the cascade paging mailbox number).

Retrieving  messages when using an ESI phone

Press VOICE MAIL     and then enter the mailbox number.

Virtual Mailbox Key

See 'Virtual  Mailbox Key," page D.7.

Message Recycle Bin (un-delete)
See 'Message Recycle Bin,"page   D.10

 

0.19


 User's  Guide                                                                                                                           Voice   mail  operation   

Optional voice mail feature:  Q & A mailboxes

Important:    This  is a special,   optional  feature  not  explained   in the  tutorial.   Be sure  to get your  Q & A mailbox   numbers from the  Mministrator.

Q & A (question  and answer)  mailboxes allow  you to ask callers for more  detailed information,    such as on an employment   questionnaire   or a survey.

As a Q & A mailbox   owner,  you can record up to 10 questions.   The system  groups the individual   answers and plays  them  back as a single  message   (separated   by short beep tones).   Normal  message   handling   capability• delete,   save,  etc.  -   applies to all answers  within  the message.

Note:    Each  answer can  have  a maximum   length   of a regular   message as programmed    by the  Installer.

Include   in the first question  instructions   to conclude  each answer  by pressing  1  or to pause for the next question: "Record your name at the tone,  then press 1 or pause for the next question. "[Next)    "Record your address at the tone ... " [etc.)

At the conclusion   the caller can be forwarded  to another extension,   mailbox,   or automatically   disconnected. Include   in the last question  the appropriate  information   such as:   "This  is the last question.  After you have finished,  please  hang up ....  "

Note:   If the  caller  does  not respond   to two questions   in  a row, the  call  will be disconnected.

A Q & A mailbox   is turned "on" only  when at least  one question  has been recorded.   Deleting  all its questions  will turn "off' the mailbox.

Programming Q & A mailboxes

1.  Press  PROG/HELP     followed by the Q & A mailbox   number.

2. You will be prompted to do one of the following: (a.)  Record  the questions
...  or ...

(b.)  Change  the password

...  or ...

(c.)  Access previously   deleted  messages. (See  the following  explanations.)
3.  When finished,   exit by hanging   up.

(Continued)


0.20
 User's Guide                                                                                                               Voice   mail  operation   

1    Select question

Select  the desired  question  number,   1-10.   the ESI  system will play  the question  and give you the option  to perform one of the following:

1   Record question

Begin recording  at the tone;  press 1  to stop.  The new question  automatically    replaces  the old one with that question   number.

Note: The  mailbox  will  not be enabled   if no questions   exist.


2 Delete question

When prompted,    press 2 again  to confirm  deletion.   If you delete  a question  in the middle  of a list
without replacing   it,  the playback  numbers  of the other messages  will not change (this  is important   only
for your knowledge in programming,   since the system  itself won't introduce  each question  to the caller as "Question  3," "Question   6," etc.).

Example:  If you  deleted  question   number 3 out of 5 questions,   the  system  would  play  only  questions   1,   2, 4, and  5 to a caller.  When   you  retrieve  the  playback,   two beep tones  will separate  answers  2 and  4.


3 Hearcurrentquestion


2  Password

The password  may consist  of two to eight digits  followed by# (0 cannot be the first digit).   If you prefer not to have to enter a password,  enterO   as the entire password.

9  Message Recycle Bin (un-delete)

The ESI  system  stores your most recenUy deleted  10  messages  in a Message  Recycle  Bin to let you recover,  or "un-delete   ," messages   that may  have been deleted  in error.  Press 9 to advance through deleted  messages.   Press  8 to restore a message   to your mailbox  as an old message.


Retrieving messages from an ES/ phone

Press VOICE   MAIL,       ,   and the mailbox   number.

Virtual Mailbox Key

See 'Virtual  Mailbox   Key,"  page D.7.

Retrieving messages when off-premises

1.  Call the main  number.

2.  If the auto  attendant main greeting   answers,   press     and the Q & A mailbox   number.
If a live operator answers,   have the operator transfer you (by pressing  VOICE   MAIL  and      ,   followed by
entry of the mailbox   number).


0.21
 User's  Guide                                                                                                                            ESI phone  operation  

ESI phone operation


Display

When your phone (or station)  is not in use,  the display will show the current date and time,  activated features such as DND (do not disturb;  see "MUTE/ONO,"  page E.4),  monitor mode,  etc.),  and -on  an ESI desktop phone (other than the legacy 12-Key Feature Phone)-the   system's current line usage. The line usage display you see will depend on (a.)  how many phone lines you have and (b.)  which display,  two-line or three-line, your ESI  phone has.

Notes:   An ESI  Cordless   Handset's   display   is similar   to that  of the  two.line   display   shown   below;  one  difference   is that  a Cordless   Handset   doesn't show   line  usage.

•    If your system has a smaller                              Tm-line display number of phone lines (18 or fewer if      with 16  or fewer phone lines you're using an ESI  phone with a
Three-line display
with 18 or fewer phone lines
three-line display;  16  or fewer if you're using an ESI  phone with a two-line display),  each block on the display's bottom line will represent an individual
3/10 4:59  PM
0010000000001111
3/10  4:59  PM

01010110001000100
phone line (as in the examples,  right).
I   Line in use
Incoming calls usually are assigned                                                 a    Available  line
beginning with Line 1  at the far-left line indicator. Outgoing calls are assigned  from the highest-numbered line
beginning at the far right.
•    If your system has a greater number of phone  lines (19 or more if you're using an ESI  phone with a three-line display;  17  or more if you're using an ESI  phone with a two-line display),  the display's  bottom line will provide an approximate representation of the phone lines in use (shown at right).


As you use your ESI phone,  its display changes frequently to give you detailed information during call processing and voice mail operations.

'Two-line display
with 17 or more phone lines

3/10  4:59  PM
...II ...II. .I ..Ill.I.. I. I. I.I. .I
A high percentage of phone lines in use

 

3/10 4:59  PM
...I.... I. . .I ..L .I.. I. I. I.....

Three-line display
with  19 or more lines
3/10 4:59 PM

•••• lll..l.1.111••• 1..111..11.1••111•• I
A high percentage of phone lines in use


3/10 4:59 PM

. ..•ll .•.1.1.1.1.••1...11.....••.......

Your ESI  phone may come with an available  backlit display,  for higher
Fewer phone lines in use                       Fe.verphone  lines in use
I   Line in use
readability under a wider variety of lighting                                                 •   Available line
conditions.  Although its contrast cannot be adjusted,  its brightness  can be adjusted while the phone is idle by pressing the scroll keys (    and    ) and selecting ALWAYS   ON HIGH,  MEDIUM,  LOW,  WITH ACTIVITY,
or OFF.

 


Caller ID

If you subscribe to Caller ID from your telephone service provider, the phone's display will show an outside caller's name and/or number.1    In some instances, the service provider can send only a general caller status - such as UNAVAILABLE,  PRIVATE  or NO DATA  SENT.

 

If you don't subscribe  to caner  10,  tne LCD  will  snc:m which  line is receiving  tne call,  instead of the caller's  name  or number.


E.1
 User's  Guide                                                                                                                            ESI  phone  operation   

Keys

Programmable feature keys

The phone's programmable  feature keys have been pre-programmed   by the installer.   The following chart indicates  the number  of programmable    feature keys on each ESI  phone that your ESI  system  supports:

ESI phone model(s)                                                       Number of programmable feature keys
ESI  60 Business    Phone                                                                                                  48
ESI  40 Business    Phone                                                                                                  16
ESI  300 Business    Phone                                                                                                      12
48-Key   Feature  Phone                                                                                                          30
ESI  Cordless   Handset    II                                                                                                         8
24-Key   Feature   Phone  (legacy  product)                                                                      12
12-Kev   Feature   Phone   (leoacv   oroduct)                                                                   9
ESI  Cordless   Handset   ( original;   legacy   product)                                                      4

You may  wish to add to or change  some of these keys to perform  different  functions  explained  throughout  this manual.  Press  PROG/HELP to verify  current settings  (see "Station  programming,"   page C.1).

Important:    Each  ESI  Cordless   Handset   has  a combination    TRANS/CONF/PRG    key that  you  should   press when  this
User's Guide instructs   you to press PROG/HELP.1


Note:  To use voice  mail,  conference   calling  and mute/DND   on a legacy   12-Key   Feature   Phone,   or to use call recording   or do-not-disturb    mode on an  ESI  Cordless   Handset,  you  must  program  these  features  into programmable   feature  keys  (see "Optional   features,"   page F.14).


Fixed-feature keys

The fixed-feature  keys on the phone are permanently   labeled  as to their usage.  The FLASH/REOIAL and MUTE/ONO   key on an  ESI  phone each have two purposes;  your ESI  system  will govern this by permitting only the appropriate   function  when either  is pressed,  depending   on the circumstances    at that  moment.   The different  phone models  have some  different  fixed-feature  keys.

Phone overlays

Each  ESI  phone comes with one overlay for the programmable   feature  keys.  To order additional   over1ays, visit  the DESI"'   Web site,  www.desi.com.   While there,  you may  also want to download the free Windows• based software,  DESI Lite,  which allows you to print on the overlays.   For assistance  with DESI  products, contact DESI  (the DESI  Web site contains  contact information).

I    Each  Cordless  Handset  has no access to the system's  Verbal  user Guide  ('help  mode").


E.2


 User's  Guide                                                                                                                            ESI  phone  operation   

Keys' LEDs (lamps)

The LEDs  (light-emitting  diodes),  or lamps,   associated  with U'le  programmable   and flXed keys aid in determining  the status  of U'leir  function.   In general:

•    Green indicates a function  associated  wiU'l your phone.
•    Red  indicates   an occurrence  at anomer  station.
•    Amber indicates  the station's  status1  eiU'ler  in DND mode  or:
-   With ESI  Presence  Management   ,   off-premises.
-   With ESI  Cellular Management2,    not connected.
•    A solidly  lit lamp  indicates   in-use  status.
•     Blinking indicates an action,  such as ringing  or holding,   is required;  a fast blink calls for immediate  action.

As an example,   a blinking red key is a call ringing  at anoU'ler  station;  blinking green signifies  ringing  at your station.  (See also  "Line  keys,"  page  F.13.)

Note:    Each  ESI  Cordless   Handset  has  only  red LEDs,  and  only  on  its programmable   feature  keys.
The  illumination    activity  (such  as  blinking)    otherwise   is  similar  to that  described   above.


SPEAKER key and speakerphone  operation

Note:    The  ESI  Cordless   Handset  models   and  legacy   12-Key   Feature   Phone  each  lack  a speakerphone.

For hands-free conversation,   use the SPEAKER key.  When an outside  call rings,  you can press SPEAKER to connect to the caller via your phone's built-in speakerphone.   This lights  the SPEAKER key's LED.  Or, while using  the handset,   you can switch  a call to the speakerphone   by pressing  SPEAKER and hanging  up the handset. (To revert to the handset from speakerphone   mode,   lift U'le  handset  again.)   To perform  group
listening -   i.e.,  have a handset conversation   along with the caller's voice broadcast over your speaker' -
press SPEAKER while on a handset conversation  but do not hang up the handset.

Hands-free answer (internal calls only)"

Note:    To use this  feature  on  an  ESI  Cordless  Handset,   you must  be using   a headset.

You can  program  your phone either  to enable  or disable  hands-free answer-    press PROG/HELP 3 5. WiU'l hands-free   enabled,   an internal  call to your station  generates  a short ring and a double  connect tone, then automatically   connects  the caller to your speakerphone.   With hands-free  disabled,   an internal  call to your station  generates  a single-ring   cadence;   outside  calls  ring with a double-ring   cadence.

Volume/scroll keys

The two smaller  keys labeled      and    ,   located  just above U'le  dial pad, serve multiple  purposes:

•     Adjusting  the volume heard U'lrough   U'le handset and speaker -   Your phone  will maintain   U'le chosen volume  setting until  you change it.
•     Serving as scroll  keys for operations,   such  as Esi-Dex  or programming,   U'lat  may  show several  entries on U'le  display.
•     Controlling  the display   backlighting  on an ESI  desktop phone  wiU'l an available   backlit  display• The choices  are always-on-low,   always-on-medium,    always-on-high,   on-wiU'l-activity,  and off.

Note:    Each   ESI  Cordless   Handset  lacks  scroll  keys,  and  thus  coesnt   support  features  like  Esi-Dex   or
Virtual  Mailboxes.

To control  volume   on  a Cordless   Handset,   use the  buttons   on the  Handset's   side.

 

 

Form ore information about tns opfional produc~ seewww.est-estecn.com.
Form ore inform anon about tnis corona product and Is lamp appearances, see www.esi-estecn. com.
Group listening must be enabled t:1f tne Installer.
The 12-Key Feature Pnone supports only nams-ree listening. To answer, you must picK up the nandset.


E.3


 User's  Guide                                                                                                                            ESI  phone  operation   

MUTEIDND key

To disable  your handset  or speaker microphone during  a conversation   (either  with the handset or speaker), press MUTE/ONO.  While the mute function  is activated,   the  MUTE/ONO   LED will blink rapidly  and  the display shows "MUTED."

When your phone is idle  and  you wish to make  sure its calls go straight to voice  mail,  press MUTE/ONO  to toggle  your phone in or out of DND  (do-not-disturb)   mode.   The display  will show DND and the MUTE/ONO LED  will glow  amber.

Notes:   If you  press MUTED ND while  your  phone   is ringing,   this  forwards  the  call  to your  voice  mailbox  (see
"Voice  mail  operation,"   pp.  D.1-0.21)    and your  station  will be placed  in  DND.

On each  Cordless   Handset,   muting   is  handled   by the  side-mounted   MUlE  button.   For DND capability, assign  key code 578 to a programmable   feature  key (see "Optional   features,"   page F.14).

If your  phone  system is  using   ESI  Presence   Management,    your  phone's   MUlE/DND key wont  turn amber  when  you  exit the  building   using   your  electronic   key;  for more details,  refer to the  ES/ Presence Management User's Guide  (ESI  part# 0450-0793).   If you're   not sure  whether   your  system is  using   ESI Presence  Management,    consult   your  System Administrator.    For more information   about  ESI  Presence Management,    visit  www.eei-estecn.com.


Soft feature keys

Soft feature keys are dynamic: when used,  they constantly  change  your ESI  phone's  status.  These soft keys, located  under the display,   include ESI-OEX,   PROG/HELP and  scroll  keys (     and    ). Along  with spoken and displayed  commands,   they  guide you through the use of Esi-Dex  (page  F.2),  various programming activities  and  controlling the volume of your phone's handset and speaker.

Dial tone

When you first  lift your handset,   you will hear an internal dial tone that allows  you to call other  stations  or perform other  internal  functions.   To gain an outside  dial  tone,  dial  9 (or 8 or 71-76)1  or press a programmable feature key that has been set as a line key.  (A line key,  when pressed,  automatically   gains an outside  line. Consult your System  Administrator if you have questions.)

Note:   On  an  ESI  Cordless  Handset,   to receive:

•           intern al dial  tone,  press TALK.

•           external   dial  tone,  press 9 (or 8 or 71-76).1     (If the  Handset   is  in sleep  mode,  press TALK first.)

 

I    wnat you dial to reacn an outside line depends on your system's particular setup. If you're not sure, consult your administrator.


E.4


 User's  Guide                                                                                                                            ESI phone  operation  

Basic phone use

Outside calls

To answer (double-ring cadence):  Lift the handset or press SPEAKER. If using a Cordless Handset, either press TALK or remove the Cordless Handset from its charging cradle.

To place: Lift the handset or press SPEAKER. Then either press an unlit line key or dial 9 (or 8 or 71-76) 1   to be assigned an outside dial tone.  On a Cordless Handset,  press TALK and dial 9 (or 8 or 71-76).1

To hang up:  Replace the handset or press RELEASE or -   if using the speakerphone -   press SPEAKER. If using a Cordless Handset,  press TALK or put the Handset in its charging cradle.

Important:   If you're   using   a VoIP-enabled    system,   be aware that  your  outside   phone   lines'  quality   can affect the audio  quality   of local  and  remote IP  phone(s).     Due  to the  interface  between   advanced,   packet-based
phone  systems   and the  traditional   public  telephone   network,   a poor-quality   phone   line  can  degrade audio quality,   causing   an  echo  on  outside  calls.  An occasional  echo  isnt   unusual   and  doesn't   necessarily indicate   a problem  with  your  system  or lines;   however,   if this  problem   occurs  persistently,   contact your Certified   ESI  Reseller  for assistance.


Internal calls

To answer (single-ring  cadence):   In hands-free mode,  answer directly through the speakerphone  or pick up the handset. Or, to answer a ringing call,  lift the handset or press SPEAKER. If using a Cordless Handset, either press TALK or remove the Cordless Handset from its charging  cradle.  (To receive a 'hands-free• answer" call on a Cordless Handset, you must be using a headset.)

To place:  Lift the handset and dial the extension number or press a station key (see "Direct station selection," page E.6).  On a Cordless Handset, press TALK or dial the extension.

To hang up:  Replace the handset or press RELEASE or press the station key again or-    if using the speakerphone -   press SPEAKER. If using a Cordless Handset,  press TALK or put the Handset in its charging cradle.


Shortcut  for either outside  or internal  calls on speakerphone-equipped   ESI  phones:
If you  press a station  key  or dial  an extension    number,   the  phone  system   automatically    activates
the  speakerphon   e.

 


I    wnat you dial to reacn an outside line depends on your system's particular setup. If you're not sure, consult your administrator.


E.5


Downloaded from www.Manualslib.com manuals search engine
 User's  Guide                                                                                                                            ESI  phone   operation   

Direct station selection

Programming   some  of the programmable    feature keys (see  pp.  C.2-C.3)   as station  keys will provide direct access to those  stations  as well as providing   lamp  information   as to their status.  The station  keys' LEDs indicates  the status of the station  assigned   to each key:

If a station  key's LED is ...               The station  assigned to that key is ... Unlit                                                   Available;    currently   unused
Red;  steadily lit                                 In  use
Red;  blinking                                      Ringing   from  another   call
Green;  steadily lit                              Connected   to you  (including    via  voice mail) Green;  blinking                                  Ringing   from  your  call,  or calling  you Amber;  steadily lit                             In  DND mode'

Note:   Each  ESI  Cordless   Handset   has  only  red LEDs,  and  only  on  its programmable   feature  keys.
The  illumination    activity  (such  as blinking)    otherwise   is  similar  to that  described   above.

To call another   station  programmed   into one of your station  keys:

1.     Press an available   (unlit)  station  key.

2.  The called station  will sound a short ring followed by a double  connect tone.

3.  The phone  system  will activate the called  station's  speakerphone   (or the station  will ring if that station's user has hands-free  answer  disabled).

4.  To disconnect  when finished,   do one of the following:

•     Replace  the handset.
•     If in hands-free mode,   either press the station  key again or press SPEAKER.
•    Press RELEASE.   (With a Cordless  Handset,  press TALK or put the Handset  in its charging  cradle.)

If you press a key for a station  that's in use (red;  steadily lit),  you will "camp  onto" the station,  where its phone's display  will tell  its user that you're waiting (see  "Call waiting,"  page E.13).

If you press a key for a station that's in DN D (amber;  steadily lit),  you'll be forwarded  directly  to the person's  mailbox.

Transferringan outside call

...  to another station

Blind transfer

1.     While connected to an outside   call,  press a station  key (or press TRANSFER and  then dial  the extension   number).

2.   Hang  up.

Note:  If the  called  person  coesnt   answer,  the  caller  will be forwarded  either  to the  called  person's mailbox   or another   destination    the  Installer   has  programmed.

If your rncoe system is using  ESI  Presence  Management,  your phone's  llll.lTEIONO   Key won't  turn amber when you exit the building  using  your electronic  Key; form ore details,  refer to the ES/ Presence ManagementUser's Guide(ESI  part# 0450-0793).  If you're  not sure whether your
system is using  ESI  Presence  Management,  consult your System Administrator.  For more information  about ESI Presence  Ma,agemen~   visit
www.est-estecn.com.


E.6
 User's  Guide                                                                                                                            ESI  phone  operation   

Supervised transfer-   announcing  the caller to the called person

1.   While connected to an outside  call,  press a station  key (or press TRANSFER and then dial the extension   number) and wait until  the called  person answers.

2.  Announce the caller  (e.g.,   "Hello;   I've  got Bill on the line and I'm transferring him to you now.")

3.   Hang  up.

Note:   If the  transferred-to   person   ooesnt   answer  in  step 1,   press  the  station  key again  or press
FLASH/RDL (or FLASH on certain   legacy  phones)   to be reconnected   to the  original   caller .

 

.  .  .  to another phone number (trunk-to-trunk  transfer)

Important:   USE OF FEATURES,  SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE  TRUNK-TO-TRUNK CONNECTIONS WILL INCREASE  THE RISK OF TOLL  FRAUD.  IN  NO EVENT SHALL ESTECH SYSTEMS,  INC.   BE LIABLE FOR ANY DIRECT,  INDIRECT,   INCIDENTAL  OR CONSEQUENTIAL   DAMAGES WHATSOEVER INCLUDING,    BUT NOT LIMITED  TO, FRAUDULENT TOLL CHARGES,  LOSS OF BU SI NESS PROFITS,  BU SI NESS INTERRUPTIONS,   OR ANY OTHER COSTS OR DAMAGES RELATED THERETO, ARISING  FROM THE USE OF THESE  FEATURES.


Blind transfer

1.  While connected   to an outside  call,  press TRANSFER  and then the line access code (9,  8, or 71-76), and then the telephone   number to which you want to transfer.

2.   Hang  up.  Now  both  outside  lines are connected via a trunk-to-trunk  connection.

Note:   If, at any  point  during   the  trunk-to-trunk  transfer,  you wish  to return  to the  original   call  (e g,  perhaps you  received   a busy  signal   at the  remote end,  or the  recipient   simply  wont  take the  call),  just  press FLA SH/RDL  ( or FLASH on certain   legacy  phones).   This  disconnects   the  second outside  connection, returning  you to (and  removing   from hon) the  original   call.


Supervised transfer-   announcing  the caller to the called person

1.  While connected  to an outside  call,  press TRANSFER  and then the line access code (9,  8, or 71-76);
then dial the phone number to which you want to transfer,  and wait until  the called  person answers.

2.  Announce the caller  (e.g.,   "Hello;   I've got Bill on the line and I'm transferring him to you now.")

3.   Hang  up.  Now  both  outside  lines are connected via a trunk-to-trunk  connection.

Note:   If, at any  point  during   the  trunk-to-trunk  transfer,  you wish  to return to the  original   call  (e g,  perhaps you  received   a busy  signal   at the  remote end,  or the  recipient   simply  wont  take the  call),  just  press FLA SH/RDL  ( or FLASH on certain   legacy  phones).   This  disconnects   the  second outside  connection, returning  you to (and  removing   from hok:l)  the  original   call.
E.7
 User's  Guide                                                                                                                            ESI  phone  operation   

...  to a voice mailbox

Transferring  a caller to a mailbox to leave a message

1.   While connected to an outside   call,  press VOICE  MAIL and the appropriate   station  key-    or,  if your phone has no station  key programmed for this destination,   press VOICE  MAIL,  and then dial the extension   number.

2.  You and the caller  will be connected  to that user's  personal  greeting.   You may  choose either  to hang up immediately   or listen to a portion  of the personal  greeting (i. e.,  to assure yourself  that you have placed  the caller into the correct mailbox).

Note:   Regardless   of when   you  hang  up,  the  caller  will  hear  the  entire  personal   greeting.   To insure   the privacy  of the  message,   you will  automatically    be disconnected    at the  record tone.


Transferring  a user to his/her own mailbox for message pickup

You can  transfer  a user who's calling  from  the outside  directly  to his/her mailbox  for message  pick-up  by pressing  VOICE  MAIL     and the appropriate   station  key, or dialing  the mailbox  number  and hanging  up .

.  .  .  to the main greeting

To transfer an outside   caller  to the main greeting,  press VOICE  MAIL and hang up.


Transferring  an internal call ...

.  .  .  to another station

Blind transfer

1.   While connected  to an internal   call,  press TRANSFER and then either press a station  key or dial  an extension   number.

2.  Hang  up.

Supervised transfer-   announcing  the caller to the called person

1.   While connected  to an internal   call,  press TRANSFER and then either press a station  key or dial  an extension   number;   then,  wait  until the called person  answers.

2.  Announce the caller  (e.g.,   "Hello;  I've got Bill on the line and I'm transferring him to you now.")

3.   Hang  up .


.  .  .  to another phone number

Blind transfer

1.   While connected  to an internal   call,  press TRANSFER followed  by the line access code (9,  8,  or
71-76)  and  the telephone   number to which you want to transfer.

2.  Hang  up.

Supervised transfer-   announcing  the caller to the called person

1.   While connected  to an internal   call,  press TRANSFER followed  by the line access code (9,  8,  or
71-76)  and  the telephone   number to which you want to transfer,   and wait  until the called person answers.

2.  Announce the caller  (e.g.,   "Hello;  I've got Bill on the line and I'm transferring him to you now.")

3.   Hang  up.

 

E.8


 User's  Guide                                                                                                                            ESI  phone  operation   

...  to a voice mailbox

Transferring  a caller to a mailbox to leave a message

1.  While connected  to an internal  call, press TRANSFER,  then press VOICE  MAIL, and then press a station  key or dial an extension  number.

2.  You and the caller will be connected  to that user's personal  greeting.  You may choose either to hang up immediately  or listen to a portion of the personal  greeting (i.  e., to assure yourself  that you have placed  the caller into the correct mailbox).

Note:   Regardless  of when  you  hang  up, the caller will  hear the entire personal  greeting.  To insure  the privacy of the message,  you will automatically   be disconnected   at the record tone.


Conference  calling

To create a conference call:

1.  Establish  the first call.

2.  Press CONF1   to place the call on hold.
3.  Place  a second call as you normally  would.

4.  Once connected  to the second call,  press CONF again to connect  all of you together.

Notes:   Repeat these steps to add each additional  member to the conference.

A maximum  of 16  members   can be in a single  conference.

Speed-dial  keys cannot  be used during  conferencing  if you  already  have obtained  phone   line  dial tone  {also known as CO dial tone).

If the newest added-on member does not answer,  press his/her station key again or press FLASH to return to the original  conferees.  If you place  any incoming caller on hold  or exclusive  hold  (see "Hold/exclusive   hold operation,"   page E.14 ), you can add that caller,  as well,  to the conference  by pressing CONF,  retrieving  the call from hold  (or exclusive  hold) and pressing CONF again.

Any member of the conference   can drop out by simply hanging  up.  However, when the station that created the conference  hangs up,  all members in the conference are disconnected.   Individual  stations  or lines connected  to the conference can be dropped from the conference  by pressing  their station or line key (lit green).

Note:  Your  installer  or System Administrator   may have enabled  trunk-to-trunk conferencing   (unsupervised conferencing)  for your  station.  If so, the steps to initiating   such  a conference  are the same  as for performing  any  other conference  (see above);  the difference  is that you  may  hang  up, thus exiting  the conference,  but the remaining   members  won't be disconnected.   {If this feature isn't  enabled,  your hanging up disconnects   all  members.)


Important: USE OF FEATURES,   SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE  TRUNK-TO-TRUNK  CONNECTIONS   \/\ALL INCREASE  THE RISK  OF TOLL  FRAUD.  IN  NO EVENT  SHALL  ESTECH  SYSTEMS,   INC.   BE LIABLE FOR ANY DIRECT, INDIRECT,   INCIDENTAL   OR CONSEQUENTIAL   DAMAGES WHATSOEVER INCLUDING,    BUT NOT LIMITED  TO, FRAUDULENT TOLL  CHARGES,  LOSS  OF BUSINESS  PROFITS,  BUSINESS   INTERRUPTIONS,    OR ANY OTHER  COSTS OR DAMAGES RELATED THERETO, ARISING   FROM THE  USE OF THESE  FEATURES.


Privacy release

This feature makes it easy to "conference-in"  on a call:  just press a line key assigned to the outside  line the call is using,  and you'll automatically  join the call.2

 


If you're using an ESI  Cordless  Handset,  use the TRANS/CONF/PRG  Key each time these instructions  tell  you to use CONF.
This  feature may not oe available  on your system,  depending  on hem it has been programmed.  If you wish to enable  this feature on your system, contact your System Administrator.


E.9
 User's  Guide                                                                                                                            ESI  phone  operation   

Call forwarding

Your station  has been pre-programmed    by the installer  to "call-forward"   your phone  when it is busy or does not answer  (usually  to your mailbox).   In addition,  you can temporarily   call-forward  all of your calls to another  station
or another  user's mailbox.

Note:   If the forwarded-to  station   is busy  or does not  answer   a forwarded  call, the  call  will  be returned  to
your mailbox.

On an  ESI  60 Business   Phone,   ESI  40 Business   Phone,   or 48-Key Feature  Phone:

1.  Press  CFWO  to use the call forwarding  feature.

2.  To turn off call forwarding,   press CFWO

On an  ESI  300 Business  Phone,   an ESI  Cordless   Handset,   the legacy  24-Key Feature  Phone,   or the legacy
12-Key  Feature  Phone:

1.  Assign  code 5 6 5 to a programmable   feature key (see ''Programmable   feature  keys," page C.2).   This will make  it a "call-forward   all-calls"  key.

2.   Press the key you programmed   in the previous step and dial  the extension   number (or VOICE   MAIL and then the mailbox  number) to which the system  should forward  all calls.

3.  To turn off call forwarding,   dial 5 6 5      without selecting  a destination   and then hang  up.

If you frequently  call-forward your phone,  you can program  a programmable   feature key as a call forwarding  key to automatically    tum forwarding  on and off. If you always forward to the same  extension,   you can program  a key with both 5 6 5 and  the extension   number.  (For  more  information,   see ''Programmable   feature keys," pp.  C.2- C.3.)   The call forwarding  key will be solid green to indicate  that it is active.


E.10
 User's  Guide                                                                                                                            ESI  phone  operation   

Call forwarding/no-answer

Note:  The ESI Cordless Handsets and legacy 12-Key  Feature Phone do not support call forwarding/no.answer.

One special  form of call forwarding  your phone  can do is called  call forwarding/no-answer. As the term  implies, it's a forwarding  that occurs  only after a call to your extension   goes unanswered;   so,  essentially,  this gives you a chance  to answer  the phone in case you're there and wish to take the call,  but automatically   forwards as programmed   if you're either  away from your phone or just choose not to take the call.  You can set your phone to call-forward/no-answer    to an extension   or mailbox.   For you to set this,  the extension   must have a call• forward/no-answer    key assigned  with code 5 6 7 (see "To set or cancel  call forwarding/no-answer,"    below').

When you set call forwarding/no-answer:

•    Outside   calls coming into  the extension  will ring there for a predetermined   time and then  be forwarded   to a designated   extension   or mailbox.
•    If the call isn't answered within a predetermined   time,  the caller  will be routed to the original  extension's voice  mailbox.
•    If the extension    is in DND  mode,   the call will be forwarded immediately   to the extension  or mailbox.
•    If the extension   is busy-    i.e.,  off-hook on another call-and    not in DND  mode,   call forwarding/no• answer will not be followed;   instead,   call waiting  will be initiated (if allowed)  and  if the call is not answered, will follow the fixed call forward setting  (normally  your voice  mailbox).

To set or cancel call forwarding/no-answer:

1.  Assign  code 5 6 7 to a programmable    feature key (see  "Programmable    feature keys," page C.2).
This will make  it a can-tcrwardno-answer    key ..

2.  Press  the programmed   call-forward/no-answer     feature  key and enter the extension  or mailbox   to which you are forwarding.

3.   Press   # to confirm.

4.   Press  a scroll key (     or    ) to select  either ENABLEor DISABLE for call forwarding/no-answer.

5.   Press   # to confirm.
The call-forwarding/no-answer    key will be lit solid green to indicate  that call forwarding/n(>answer     is active,  and will not be lit if call forwarding/n(>answer   is disabled.

 

E.11


 User's  Guide                                                                                                                            ESI  phone  operation   

Call forwarding/off-premises

You may1   also be able to call-forward  to an outside number.  This is called  call forwarding/off-premises.    When this is set,  outside  calls that are directed to your extension   will be forwarded   to the outside  number.  If the call isn't  answerecf in time,  the caller will be routed  to the extension's   voice  mailbox.

To set:

1.   Press  CFWO  (or a programmable   feature key to which you have assigned  5 6 5).

2.   Enter  the number (including   the line group access code,  such as "9") to which you're forwarding.
3.   Press   #  to confirm.

Example:    To call  forward  to 214  555-4141,    press CFWD (or the  programmable   feature  key to which  you  have assigned   5 6 5) and  dial   9 2 1 4 5 5 5 41  41  #.


To cancel:

1.  Press  CFWO  (or a programmable    feature key to which you have assigned  5 6 5).

2.  Press       to cancel.

 

Call forwarding/no-answer/off-premises

Note:   The  ESI  Cordless  Handsets   and  legacy  12-Key   Feature   Phone   do not support  call forwarding/no.answer.

You may  1  also  be able  to call-forward/no-answer     to an outside  ("off-premises")   number.  This is called
cau-rorwardrno-answenotr-premses.      When this is set,  outside  calls  that are directed to your extension  will ring for a predetermined time,  and then be forwarded  to the outside  number.  If the call isn't answerecf in time, the caller  will be routed to the extension's   voice  mailbox.

To set or cancel:

1.  Press  an assigned  call forwarding/no-answer    programmable   feature key (if necessary,  review the instructions   on page E.11 ).

2.   Enter  the number (including   the line group access code,  such as "9") to which you're forwarding.

3.   Press   #  to confirm.

4.   Press  a scroll key (     or    ) to select  either ENABLEor DISABLE for call forwarding/no-answer.
5.   Press   #  to confirm.
The call-forwarding/no-answer     key will be lit solid green to indicate  that call forwarding/no-answer    is
active,  and will not be lit if call forwarding/no-answer   is disabled.

Notes:   If your  system  is  using   ESI  Presence   Management,    consult  the  ES/ Presence Management User's Guide (ESI  part# 0450-0793)   to learn  about additional,   special   functionality   that  may  be available   to you.   If you're   not  sure  whether   your  system  is  using   ESI  Presence   Management, consult  your System  Administrator.    For more information   about ESI  Presence   Management,
visit  www.esi-estecn.com.

If your  system  is  on  a PRI  {ISDN   Primary   Rate Interface)   line,   and  an  outside   caller  is forwarded
off-premises   to you  (e g,  your  cell  phone  when  you're   away  from the  office),  you  can view  his  Caller
ID3when    you  have  set either  call  forwarding/off-premises     or call  forwarding/no.answer/off-premises.

Your system  may not support this feature,  or your extension  may not oe allONed  to have this feature. Contact  your ESI  Reseller  for more information. You must press 1  to answer the forwarded   call oust as with  off-premises   "reach-me";   see page 0.3).
For such external  viewing   of  this data,  the off-premises   phone must have Caller  ID  service.  (All cellular   phones  and service  plans include
CallerlD   service.)


E.12
 User's  Guide                                                                                                                                           ESI  phone  operation   

Call waiting

If you've  enabled  call waiting for your station (PROGIHELP   3 1)  and a second  call comes  in while you're on another, a tone  in your earpiece  and the bottom  line of your display  will indicate  that a second  call is waiting.   You can ignore the waning  call and rt will be transferred  to your mailbox  (or other  destination  set by the Installer).   To toggle  between the two calls,  press FLASHIROL (or FLASH on certain  legacy  phones).   To drop either  call,  press RELEASE while connected to the call to be dropped:   this disconnects  it and automatically   re-connects   you to the other call.

Call waiting display

Be sure to check the display  when you're using  call waiting.   Initially,  the first line shows the name  or number of your original  call (depending   on how the call was created)  and the call duration.   The second  line shows the name  or number of the call waiting  along  with the duration   of that call.  The arrow on the display  will move between  the first and second  lines,  indicating  to which call you're connected.1     Here's  an example:

1. You're connected  to XYZ  Company,   when you hear a beep and see that Joe Smith is calling:

7XYZ COMPAN 4:12
SMITH,  JOE 0:31

ES/ phone with two-line display

7XYZ COMPANY SMITH, JOE

 


4:  12

ES/ phone
with three-line display
(In this example,   Joe's call  is being transferred   to you;  rt's been  in the system  for 31  seconds.)

2. You press FLASH/ROL (or FLASH on certain legacy  phones)  and are connected to Joe.  Note how the arrow moves  to indicate  the change of connection:

XYZ COMPAN 4:13
7SMITH,  JOE 0:32

ES/ phone with two-line display

XYZ COMPANY
7SMITH, JOE

 


0:32

ES/ phone
with three-line display

Note:    If Caller  ID  is not  used,  the  line  number will appear  instead   of the  caller's   name  or number.   If Caller  ID  is used,  in some  instances   the  local  telephone    service  provider   will only  show  a general   caller  status  such as  Unavailable,  PrAtate,  or No Data Sent.


Station-to-station  call waiting

You can call,  or transfer  a call to,  another station  that  is in use (as indicated  by the fact that its station  key,  if one exists for  rt on your ESI  phone,   is glowing  red).  This generates  a call waiting  tone in the other station's earpiece  and  puts  a call waiting  indication  on the bottom  line of that station's  display,   as explained   in "Call waiting  display"   (above).If the person ignores  the call waiting,  your call  or the transferred  call will be forwarded to the person's mailbox   (or other  destination   set by the installer).

Background  announce feature

(Notavailable on legacy 12-KeyFeature Phone.)

During  call waiting,  you can also make  a brief,  private  background  announcement  to the station's  earpiece (if its user has enabled   the background announce feature;  see "Station  options,"   page C.4).  A background announce key must have been programmed   at your station  (code  5 6 9; see pp.  C.2-C.3).
1. Durng  call waning (as described  previously),  press and hold the programmed  announce  key to speak;  the key will glow green if background  announce  is permitted  or red if it isn't permitted.   The called station will hear your voice over the outside  person's  voice.  The outside  caller,  however,  cannot hear you.  The called person can respond by pressng  FLASH/ROL  (or FLASH  on certain legacy phones),  which places 1he orignal  call on hold.

2. Release  the key when you're finished  speaking.

Note:    This  feature works only  between   ESI phones(ie,    non-ESI    analog   phones   on the  system  can  neither   send nor  receive  background    announcement)-and      only  if (a.)the   called  person  has  allowed  call waiting   and background   announce   and (b.) the  called  person  is using  his/her   handset.   The  background   announce   key will be green  (if these  conditions    are met),  indicating   that  a background   announce   can  be made.

 


A legacy 12-Key Feature  Pnone snows only tne first caller. Even if you nang up from tne first call, tne second call's Caller 10  info won't appear.


E.13


 User's  Guide                                                                                                                            ESI  phone  operation  

Hold/exclusive  hold operation

The difference between hold and exclusive hold

Your ESI  phone lets you put a call (internal  or outside)  on either hold or exclusive hold.
Each puts a call into a standby mode,  but here's the difference between the two:

•    Hold  allows anyone on the ESI  system to retrieve the call.  Users connected to outside  (or Esi-Link)  calls can press HOLD to place  the call on hold.  The system identifies  held calls as being in numerically identified  lines -   e.g.,  "Line One,"  "Line  Four,"  etc.  Station calls that are put on hold are displayed  as
''virtual" lines.
For example,   if you need to transfer a call to another station  and know the person is in the building but not at his/her desk,  you might page him/her to pick up a "call on Line One."
•    Exclusive   hold  keeps the call only at the station where the user pressed HOLD.


Note: The way the HOLD  key operates will depend on how HOLD  key operation was  programmed  by the Installer.
{If you're  unsure  about which hold feature is activated when following the instructions,  contact your System Administrator.)   For future reference,  place  a checkmark  next to the feature that's activated-either   hold or exclusive hold -  when  you follow the instructions.


Hold          Exclusive hold

To place a call on hold

While on a call,  press HOLO to place the call on hold.  The HOLO key LED will light solid red on your ESI phone and will blink red on all other phones.  Also,  your ESI  phone's display will show the quantity,  and numerical  line identifications,  of the calls currently on hold throughout your ESI system:

ES/ phone IV ith llvo.line display
CALLS  HOLDING:   3
Rll     9   12
I        -,
Oldest (and recalling)   Ne.vest

ES/ phone with three-linedisplay
7 /18   5:  02   PM
CALLS  HOLDING:  3
Rll    9  12

Oldest (and rIecalling)' Newest

12-Key Feature Phone
(legacy product)
I                                  Rll   9  12  31
/     I  \
Oldest (and      Newest    Calls
recalling)                         holding

To retrieve a held call

To retrieve a held  call from the same ESI  phone where it was put on hold, press HOLD again and dial  the appropriate  line number (using the display  for reference).
To retrieve a held  call from any idle  ESI  phone on the system,  press HOLO and dial the appropriate  line
number.  If retrieving  a call from a different Esi-Link  location,  press HOLO followed by a Esi-Link  Location
Key and then dial the appropriate  line number from the Esi-Link  location (for more on Esi-Link,  seep  H.1). After call retrieval,  the ESI  phone display will update to show lines currently  holding  calls.

Notes: If your  phone  has  any  line keys programmed  (see page F.13),  each will blink  red when  a call is on hold  on its lines;  in such  cases, just press that line  key to retrieve the held  call.  On the phone  where the call was originally  placed on hold,  such  a line  key will blink  green.

If your  phone  has  station  keys programmed  (see page C.3),  each will slowly  blink when  a call involving   its assigned  station  is placed on hold.  If you were the one who  placed it on hold,  the blink will be green; otherwise,  the blink will be red. To retrieve  the call, just press the station  key.

After you press HOLD,  the display  will help you choose the line number to retrieve:  the top row will show how many calls are on hold and the second row will show all held calls in the system.  Newly held calls are added from the right side of the second row.

Note: If more calls are on hold than the display  can show,  each side of the display's  second  row will show an arrow, indicating  that more lines have calls on hold.  Press the corresponding  scroll key (either      to scroll to the left or     to scroll to the right)toview   the other line numbers where  calls  are holding.

 

 

E.14


 User's  Guide                                                                                                                            ESI  phone  operation   

Hold          Exclusive hold

To place a call on exclusive hold

To place  a call on exclusive hold  on an ESI  phone,   press HOLD for at least  one second.  The display  will briefly appear as follows  ...

ES/ phone IV ith two.line  display
7JOES   PLUMBING
  EXCLUSIVE  HOLD  

ES/ phone with three-line  aisotev
7JOES   PLUMBING EXCLUSIVE   HOLD
El2
12-Key Feature Phone
(legacy product)
I    EXCLUSIVE  HOLD I

...  and then return  to its normal   state.  This exclusive hold  will cause the  HOLO key to light solid red on just that ESI  phone (i.e.,  where the key was pressed)  and none other in the system.

To retrieve a call from exclusive  hold

To reconnect to a call  from the ESI  phone  where the call was placed  on exclusive  hold,  you may  do any of the following:

(a.)  From  a phone idle state,  press HOLD for at least  one full second.

(b.)  Press  the blinking programmable   feature key (see pp.  C.2-C.3)  that you know is pre-programmed for that outside  (or "virtual")  line or station.  This will reconnect you immediately   to the call.

(c.)  Press  HOLD briefly and  dial  the appropriate  line number.  Only the ESI  phone  where the call was placed  on exclusive   hold will display  an ''E" next to the line (identified  by number)  on which the call
is holding.   (That line number  won't appear on the hold  display  on any other ESI  phone,   because  no
other ESI  phone can  retrieve that call.)  In the example   below,  the ESI  phone has a call on exclusive hold  on line 12.

ES/ phone IV ith two.line  display
7/18   3:24     PM
HOLD  RECALL:  El2
ES/ phone IV ith three-line  disolav
7 /18  3:  24  PM HOLD RECALL:

 

El2
12-Key  Feature Phone
(legacy product)

  HOLD  RECALL   


E.15
 User's  Guide                                                                                                                            ESI  phone  operation   

Paging

Your ESI  system  can be programmed   to allow paging through an overhead paging system and/or  paging through some  (if page zones have been created)  or the speakers   of all of the system's  ESI  phones.

Overhead paging

If the ESI  system  has been connected to an overhead paging  system,  you can page by assigning 5 9 9 to a programmable   feature key (see pp.  C.2-C.3)  to make  it an overhead paging key.  Then,  you can page by pressing  this key,  waiting for the two tones,  and making  your announcement.

Paging through phones

Press  PAGE1   0 to page through   the speakers of all  of the ESI  phones.   Press  PAGE  and  then enter a programmed   paging  zone,  such as 1  or 2 (see the System Administrator   for a list of page zones).
Pressing  O  pages all zones.   The Installer  may  have added an overhead   page system  to one or more  of these
page zones.  The number of available   zones will vary according to which ESI  system  you have.

Notes:    Phones   in  use  or in  do-not-disturb    mode  will  not  carry a page through   their  speakers.

An ESI  Cordless   Phone   carries  a page only  through   a connected headset.


To page for pickup of an outside call

To page someone  to pick up an outside  call:

1.  Place  the call on hold  by pressing  HOLO.

2.  Verify the line number from  the display.

3.   Page  the person and announce  the hold  location  for retrieval.   For example:
"Sarah, you have a cal/on Line Two-   Sarah, Line Two, please."

Call pickup

From your station,  you can answer a call ringing  at another  station  or department   by pressing  PICK UP2 and  then either  dialing  the extension   or (if the destination   is programmed    into one of your keys; see ''Programmable   feature keys,"  pp.  C.2-C.3)  pressing  the station  key for the ringing  station.

During  night mode (see page F.14),   if a night bell is in use instead  of the night  auto attendant,   press PICK UP O
to access the ringing  outside  call.


The PAGE Key is also tne # Key.
The PICK UP Key is also the     Key.


E.16


 User's  Guide                                                                                                                            ESI  phone  operation   

Optional features

Live outside calls

If your station  has been designated   to receive live outside   calls -   i.e.,   those that have neither come  through the auto attendant  nor been transferred  -your   ESI  phone will:
(a.)  Display  that you are receiving  an outside  call.
(b.)  Ring  with a double  cadence  (internal    calls ring with a single  cadence).

While you're on a call,  additional  live calls to your station  will ring with a secondary  ring. To answer any additional   calls,  you must do one of the following:

•     Disconnect  from  the current call.
•    Transfer the current call.
•    Place  the current call  on hold.

You can press RELEASE to drop a current call and automatically    be connected to the next ringing  call.

Note:   If your  station   is able  to recerve  both live  outside   calls  and  calls  transferred  to you  from the  auto attendant,   you  may  wish  to turn off call  waiting   at your  station  (to avoid  confusion   between  a call waiting tone  in  your  earpiece   and  a secondary   ring  from a live  outside  call).


Operator station

If your station  has been designated   as the operator station,   you will also  receive calls when a caller   dials   O in the auto  attendant   or from a station.
Your display  will indicate  that  the call ringing is one of the following:

•    A call for the operator -   Someone   dialed  O.
•    A call for your extension   -   Someone   dial your extension   number.

As the operator,  you may  be responsible   to manually   change the  Day/Night   Mode  of the system  (or tenant  of which your ESI  phone is a member);   if so,  you must program  a programmable   feature key to perform this (initially,  the upper left key will be the day/night  mode  key).  Each  time the key is pressed the display  will change:   DAY,  NGT,  DAY2, NGT2,  HDAYor   AUT0.1    lfyou   select  DAY(day  mode),  NGT(night mode),   DAY2 (day2  mode),   NGT2  (night2  mode)  or HDAY  (holiday mode),   the system  (or tenant)  will operate in the
selected  mode  until you manually  change it again.


AU ro indicates  that the system will foll cm the day/night  mode  tables programmed   t:1f the I nstaner.


E.17
 User's  Guide                                                                                                                                         Special  keys  

Special keys


FLASH/RDL
The FLASH/ROL key1  is used for both flash functions  and redial functions.

Flash functions

While you're on a call,  pressing  FLASHIROL allows you to perform these flash functions:

o   Getting a fresh dial tone without replacing  the handset-    When connected to an outside line, press FLASHIROL to automatically  disconnect and receive fresh outside  dial tone.  (See also "RELEASE," below.)
o   Sending a flash hook signal  -   If operating behind  Centrex2 or a PBX, press FLASHIROL to transmit a flash hook signal automatically to either the phone company's central office or the host PBX.  Either may use this signal to provide you with additional features.
o   Toggling between calls -   If you hear a call waiting tone while on a call,  press FLASH/ROL to toggle between the two calls.

Redial functions

If your phone is idle,  pressing  FLASHIROL allows you to automatically call a stored name and number as shown below:

To ...                                                                     Press FLASH/RDL ... Redial the last number called                             When  your  station  is idle
...  or.
After first  lifting  the  handset   or pressing   SPEAKER Automatically  respond to a message                During   mess age play back with  Call er ID

Note:   If using   an  ESI  Cordless   Handset,   you  must  assign  the  redial  function  to a programmable   feature  key
(see "Optional  features,"   page F.14).


RELEASE

The RELEASE key serves several purposes:

•    If pressed when connected to a call through the handset,  it disconnects the call and gives you internal dial tone.
•    If pressed when you're connected to a call via the speakerphone,  it disconnects the call.
•    If pressed during call waiting,  it drops the current call and automatically  connects to the waiting call.

Notes:   The  hookswitch   also  acts  as a combination    FLASH/RELEASE key  (and  is the  only  way to perform  these functions   on a legacy   12-Key   Feature   Phone,   which   has  neither   a FLASH/RDL key nor  a RELEASE key). To send  a flash  hook  signal,   quickly   press the  hookswitch   once.
To release   (disconnect),    hold  down  the  hookswitch  for one  second.

To hang  up when  using   an  ESI Cordless  Handset,   press TALK or put the  handset   in its charging   cradle.

 

'  Certain legacy phones nave separate FLA SH and REDIAL  Keys.
2    A special service your pnore company may offer.See your administrator for turtner details.


F.1
 User's  Guide                                                                                                                                         Special   keys  

Esi-Dex

(Not available on ES/ Cordless Handsets or the legacy 12-Key Feature Phone.)

Esi-Dex ("easy Dex')  is a powerful  feature  that lets you access  and auto-dial  stored names  and numbers.   You may access names   and  numbers from  as many  as four different  Dexes (i.e.,  indexes):

Dex                       Source
Personal Dex       Names you've  stored  for your  use  (see "Adding  names  to your  Personal   Dex,"  below) Station Dex          All  station,  department,   and  guest  mailbox   names  programmed    by the  Installer
System Dex'        All  system  speed-dial   names  set up  by the  System  Administrator
Location  Dex2     All  location   names   on your  Esi-Link   network,  which  links  to the  Station   Dex, programmed    by the  Installer

Esi-Dex prompts displayed on an ES/ phone with a three-line display

Prompt           What it means
[Arrows]!           Move in the  direction   of the  arrow as  desired
"#$%  !                  Moves backward  to previous   screen/record
&'   ( !                      Deletes     a specific   name  and/or  number   shown   on the  display
&)   ii ( !               Dials  the  phone   number
•  &)   * !                  Edits  information   shown   on the  display
(+$ !                     Selects     Location  Dex
' .'-!                   Creates a new  record in  Esi-Dex
'     * !                  Moves to next  record  or programming    prompt
/#01'    !                Inserts   a three-second    pause  in  a phone   number (if required  for proper dialing)
I' 2 !                Selects     Personal   Dex
l*# !                   Selects  station   Dex
1*+2 !                  Stores a name  and  phone   number
131 !                   Selects  System  Dex

rre  System Dex is available only if the System Administrator has programmed system-wide speeo-oral numbers. The Location Dex is available on only Es~Link-enabledsystems.


F.2
 User's  Guide                                                                                                                                         Special  keys  

Auto-dialing  using Esi-Dex

...  On an ESI phone wth  a two-line display

1.   While your station  is idle  (or just after receiving  internal   dial  tone),  repeatedly  press ESI.OEX to select  the desired   Dex:
        PERSONAL    DEX     I  I  STATION    DEX        I  I   SYSTEM   DEX        I  I  LOCATION    DEX                  
Notes:  System Dex and Location Dex arent  available on every system.

For the remainder of this example,  we'll assume you selected  Personal  Dex. However, the procedure is the same for any of the other Dexes.

2.  Choose the desired   name  from  the selected  Dex,  using  one of two methods.

Either.

(a.)   Scroll -   Press  the scroll keys (     and     ) to look  up and down through   the Dex until you find the name  (names  will appear in the order in which  they were stored in the  Dex) .

.. .  Or ...

(b.)   Oial-by-name -   Dial  up to the first three characters
1
of the extension,   department,    or guest
mailbox   name.   For example:   if you want to call  John Doe,  dial 5 6 4 (because  it spells JOH).
You'll be shown the first name  that matches  with  those letters.  You can then use the scroll keys (     and     ) until  you find the desired  name  and number in the alphabetical   list,  or you can enter the search character(s)   again  to go to the next matching   name.

7JOHN DOE
5559409434

3.   Press  ESI.OEX  again  to dial  the number  .

.  .  .  On an ESI phone wth  a three-line display

1.   While your station  is idle  (or just after receiving  dial  tone),  press ESI.OEX.  This  causes the  Esi-Oex menu to appear,  as shown:

ES I-DEX

STA       SYS       LOC      PER

PRQGIHQ.P          •                                            •                ESl·OEX
c::::::)      c::::::)      c::::::)      c::::::)      c::::::)

2.  Press  a key to choose the appropriate  Dex -Station  Dex (STA),  System   Dex (SYS),   Location  Dex
(LOC)  or Personal   Dex (PER) -   or press RELEASE to cancel  the procedure.

Notes:  System Dex and Location Dex arent  available on every system.

For the remainder of this example,  we'll assume you selected  Personal  Dex. However, the procedure is the same for any of the other Dexes.

The display  now reads:

PERSONAL DEX

BACK                        NEW

 

 


You can aso dial just one or two characters, and tnen press# to enter.


F.3


Downloaded from www.Manualslib.com manuals search engine
 User's  Guide                                                                                                                                         Special  keys  

3.   Choose the desired   name  from  the selected  Dex, using one of two methods.

Either.

(a.)   Scroll -   Press  the scroll keys (     and     ) to look  up and down through   the Dex until you find the name  (names  will appear in the order in which they were stored  in the Dex) .

.. . Or ...
(b.)   Oial-by-name -   Dial  up to the first three characters 1  of the extension,   department,    or guest mailbox   name.   For example:   if you want to call  John Doe,  dial 5 6 4 (because  it spells JOH). You'll begin to see names  that begin with those letters.  You can then use the scroll  keys (
and     ) until you find  the desired name  and  number.

JOHN DOE
5559409434
BACK  T    EDIT    •  DIAL


4.   Press  OIAL  to place  the call.

Adding names to your Personal Dex

You can add names  to your Personal   Dex by using either  the Caller 10 method or the manual method.  The
Caller ID  method   is the same  regardless  of whether  you're using a ESI  phone  with a two-line  display  or an
ESI  phone  with a three-line display;   however,  the manual   method   is used differently  on each phone model.

Caller ID method (on an ESI phone with a two- or three-line display)

Whenever a Caller ID  name  appears  on your LCD display  (while talking on an incoming   call or during message  retrieval)  press ESI-OEX  to automatically   store the name  and number in your Personal   Dex.  The display  confirms:

J   DOE       3:21
CID STORED

Manual method (on an ESI phone with a two-line display)

While your station  is idle,  press ESI-OEX until  prompted   to ''.A.DD-A-NAME"    ...

ADD-A-NAME
 NAME:         

...  and then enter the name  and the number as prompted.

Note:   If needed,  press PROG/HELPfor   assistance.

1.   To enter each character for the  name,  press the dialpad  key that includes  the desired  character.
The key's possible  character entries  will change  each time you press the key.

2.  When the desired  character appears,   press# to confirm   its entry.  The cursor will move  to the next character position.   Use      and     (the  scroll keys) to back up or to insert a space.

Example:  To enter  a 8, press 2 twice  {the  possible   options  through   which  to scroll  are A,  8, C and  2)
When  8 appears,   press# to confirm   and  move to the  next  entry.


ADD-A-NAME NAME:J DOE

3.   Repeat steps 1-2 until the name  is complete.   The name  may  contain  up to 12 characters (a space is a character,  too).

You can aso dial just one or two characters, and then press#to enter.


F.4


Downloaded from www.Manualslib.com manuals search engine
 User's  Guide                                                                                                                                         Special  keys  

4.   Press#   again when finished  entering   the name.
5.   Now,  enter the number -   including,   if necessary,  the line access code 9 (or 8 or 71-76).

Note:  Use the      scroll  key to enter  special   characters;   use the      scroll  key to backspace.  You  also can  use the  scroll  keys  to view  the  number  after it's saved.   To change  the  number,   you  must delete   it and then  re-enter  it as desired.

6.   Press  # to confirm   the entry.

Manual method (on an ESI phone with a three-line display)

1.  While your station  is idle  (or just after receiving   dial  tone),  press ESI.OEX.  This causes the  Esi-Oex menu to appear,  as shown:

ES I-DEX

STA   SYS   LOC   PER

 

Note: Your  display   may  differ,  depending    upon  the  availability   of certain   Dexes on your  system.

2.  Press  PER to choose the Personal   Dex.

The display  now reads:

PERSONAL DEX

BACK      NEW


3.   Press  NEW.

ADD-A-NAME NAME:
BACK        DEL   SPEC  NEXT


4.  To enter each character for the  name,  press the dialpad  key that includes  the desired  character.
The key's possible  character entries  will change   each time you press the key.

5.   When the desired  character appears,   press # to confirm   its entry.  The cursor will move  to the next character position.   Use      and     (the  scroll keys) to back up or to insert a space.

Example:   To enter  a 8, press 2 twice  (the  possible   options  to scroll  through   are A, 8,  Cand   2) When  B
appears,   press # to confirm   and  move to the  next  entry.


ADD-A-NAME NAME:J  DOE
BACK  •     DEL        NEXT


6.   Repeat steps 4-5 until the name  is complete.   The name  may  contain  up to 12  characters (a space is a character,  too).

(Continued)


F.5


 User's  Guide                                                                                                                                         Special  keys  

7.   Press  NEXT when finished  entering the name.   You will see the display  for entering   the number that goes with the name  you entered.

J   DOE
NUM:
BACK    ~  DEL   SPEC  STOR


8.   Enter  the number -   including,   if necessary,  the line access code 9 (or 8 or 71-76).  To insert a two•
second pause,   press PAUSE.

Note:  Use the      scroll  key to enter  special   characters;   use the      scroll  key to backspace.  You  also can  use the  scroll  keys  to view  the  number  after it's saved.   To change  the  number,   you  must delete   it and then  re-enter  it as desired.

J   DOE
NUM:9725551820
BACK    ~  DEL  SPEC STOR


9.   Press  STOR to confirm the entry,  which the phone  will show briefly  before returning to the Personal
Dex display.

PERSONAL DEX

BACK    •                   NEW
HIOGMO.P            •                                            &                     [Sl.OfX
c::::::)      c::::::)      c::::::)      c::::::)      c::::::)

10.    To make  another name/number   entry,  repeat steps 3-9.  To finish,   press BACK.

Deleting names from your Personal Dex

...  On an ESI phone with a two-line display

1.   While your station  is idle  (or just after receiving   dial  tone),  repeatedly  press ESI-OEX  to select  the
Personal   Dex:

PERSONAL  DEX


2.  Choose the desired   name  from  the Personal   Dex,  using one of two methods.

Either.

(a.)   Scroll -   Press  the scroll keys (     and        ) to look  up and down through   the Dex until  you find the name  (names  will appear in the order in which they were stored in the  Dex) .

.. .  Or ...
(b.)   Oial-by-name -   Dial  up to the first three characters 1   of the name.   For example:   to bring up the listing  for First International   Bank,  dial  3 4 7 (because   it spells  FIR).   You'll begin  to see names  that begin with those  letters.  You can then use the scroll keys (     and       ) until  you find the desired   name  and number.

(Continued)

You can aso dial just one or two characters, and then press# to enter.


F.6


 User's  Guide                                                                                                                                         Special  keys  

3.   When the desired name and number appears ...

FIRST INTERNATL
5553230117

...  delete the entry by pressing either      or HOLO.

.  .  .  On an ESI phone wth  a three-line  display

1.  While your station is idle (or just after receiving dial tone),  press ESI.OEX. This causes the Esi-Oex menu to appear,  as shown:

ESI-DEX

STA  SYS   LOC  PER


2.   Press PER to choose the Personal Dex.

PERSONAL  DEX

BACK     •    NEW


3.   Choose the desired name from the Personal  Dex, using one of two methods.

Either.

(a.) Scroll -   Press the scroll keys (    and     ) to look up and down through the Dex until you find the name (names will appear in the order in which they were stored in the Dex) .

.. . Or ...
(b.)  Oial-by-name -   Dial up to the first three characters1  of the name.  For example:  to bring up the listing for First International  Bank, dial 3 4 7 (because it spells FIR).   You'll begin to see names that begin with those letters.  You can then use the scroll keys (    and      ) until you find the desired name and number.

FIRST INTERNATL
5553230117
BACK  •     EDIT   •   DIAL


4.   Delete the entry by pressing HOLO.


You can aso dial just one or two characters, and then press# to enter.


F.7


 User's Guide                                                                                                                                         Special  keys  

Using Esi-Dex:  An example

Let's say you're on a call with the XYZ Company-      XYZ  COMPANY appears  on your display-     and you wish to save the name  and number for future  use.  Just press ESI-OEX.  Your display  will confirm  that the information   has been stored.1     Then,  to call the XYZ  Company   in the future,   use Esi-Dex  as described below for each model  of ESI  phone .

.  .  .  On an ESI phone with a two-line display

1.  Press  ESI-OEX  until you see PERSONAL   DEX on the display.

PERSONAL DEX


2.  Enter  9 2 5 (WA   L).  The display  will show the first stored name  that starts with the character range from  WAJto YCL.

WALTON AND SONS
9095551020

3.   Press  the scroll keys (     and       ) until XYZ  COMPANY appears in the display.

XYZ COMPANY
3185559421

4.   Press  ESI-OEX  again.  This dials  the number for the XYZ  Company.

Important:  The  number dialed   (if stored  from  a Caller  ID)  will be the  number for the actual line  used   by the  caller,  and may  be different  than  the  caller's  listed number.  Additionally,   some  local  calls may  not be auto-dialed   correctly,   depending    on the  limitations    of your  area's  local  dialing
plan.   You  may wish  to create a manual   listing  for these.  Consult   your  Administrator    if you
need  more help .

 

.  .  .  On an ESI phone wth  a three-line  display

1.  While your station  is idle  (or just after receiving   dial  tone),  press ESI-OEX.

ESI-DEX

STA  SYS   LOC  PER


2.  Press  PER to select  the Personal   Dex.

PERSONAL DEX

BACK     •    NEW


(Continued)

 


If the numt>er is already in your Personal Dex. the message ALREADY STOREDwill appear on tne display. This indicates
Esi-Oex nas prevented storing the same number multiple times.


F.8


 User's  Guide                                                                                                                                                          Special  keys  

3.   Enter 9 2 5 (WA  L). The display will show the first stored name that starts with the character range from WAJto YCL.

WALTON  AND SONS
9095551020
BACK  •     EDIT       DIAL


4.   Press the scroll keys (    and      ) until XYZ COMPANYappears in the display.

XYZ COMPANY
3185559421
BACK  •     EDIT       DIAL


5.   Press OIAL. This dials the number for the XYZ Company.

Important:  The  number dialed   (if stored  from  a Caller  ID)  will be the  number  for the  actual line  used   by the  caller,  and  may  be different  than  the  caller's  listed number.  Additionally,    some  local  calls may  not  be auto-dialed   correctly,  depending    on the  limitations   of your  area's  local  dialing
plan.   You  may wish  to create a manual   listing  for these.  Consult   your  administrator    if you need  further  assistance.


System speed-dialing  with Esi-Dex

If your administrator has programmed system speed-dial numbers,  you can access one of these numbers either via Esi-Dex,  as explained in the foregoing discussion,  or auto-dial  it by dialing its corresponding three-digit access number.

Example:   If an out-of-town  factory location  has been  programmed    as system  speed-dial  access  number  605,  you  can lift the  handset,   receive  internal   dial  tone,  dial  6 0 5 and  this  will  automaticaly    dial  the  factory's  number. You  may  also  program   605 (in  this  example)   as a programmable   feature  key (see page C.2).


Override  ring

(Not available on the legacy 12-Key Feature Phone.)

The override ring feature lets you place a call -   station-to-station, outside line or Esi-Link-    or leave a voice message when another call is ringing at your station.

Placing a call using the override ring feature
First, program a feature key1  to be an Override Ring Key-    by assigning to it the function code 5 8 0.  Then, to bypass an incoming station or line call:

1.    Before you begin  the call,  press the Override Ring Key you programmed.  When you do this,
don't take the handset off-hookand don't press either a preassigned headset key (see page F.15),   a preprogrammed line key or SPEAKER.

2.  Once you receive dial tone,  pick up the handset and proceed with your call as you normally would. The incoming call will be rerouted to the foiwardin~ destination (such as your voice mailbox) your Installer or System Administrator has set for your station.

Notes:   Any  other  feature  keys  not  mentioned    above  will  neither   answer  a call  nor  initiate   the  override ring  feature.

Use  of the  Override   Ring  Key also  overrides   any  outside  dial  tone  preference   (see page F.13)  that  may have  been  set for your  station.

 


See "Programmable    feature  Keys,"  pp. C.2-C.3,  for lull  details.
The override ring  feature has no effect on calls  ringing  in from a hold recall,  a queued  line or an Es~UnK  channel.


F.9


 User's  Guide                                                                                                                                                           Special  keys  

Message monitor  mode (live call screening)

(Not available on the legacy 12-KeyFeature Phone.)

Message  monitor mode,  or live call screening, lets you hear a caller leaving  a message   in your mailbox,   just as with your home  answering   machine.   You turn this feature on or off as part of user programming•
PROG/HELP 3 6. While you hear the caller through your speaker,  you have the following options:

Option                           Result
Lift the  handset                 You  intercept  the  call
Do nothing                      The  system records  the  message  to your mailbox  for your  later  retrieval
Press  MUTE/ONO        Temporarily   mutes  your speaker (the  system continues  to record the  message to your  mailbox)

Note:    During   monitor   mode,  you will  hear  a call  ring,  then  subdued  ringing   while  the  caller  is  hearing  your  personal greeting,   then  their  message.You   can intercept  the  call at any  time.


Personal greeting reminder

If you frequently change  your personal  greeting,  use this option;  it sets your station  to remind you of your current greeting.  The first time you use your phone after it has been idle (for the period  you set in this function), the system  automatically  plays your current greeting  (and gives you the option  to change  it).  The range   is O (no reminder) to 500 hours.   To set this,  press PROGIHELP 3 2.

Example:    If you  change   your  personal   greeting  only  when  out of town for a few days,  set the  reminder  interval  to
72 hours;   you'll   be reminded   if your  phone  hasnt   been  used  for three  days or if you're  away for a couple of days.  If you  change   your greeting  several  times  a day,  set the  reminder  for about 3 hours.


Headset operation

You can use a headset1    with your ESI  phone.   Unless  you're using  an ESI  Cordless Handset2,   you must program one of your programmable   feature keys to be a headset key3 (see "Optional  features,"  pp.  F.14-F.19)    that you'll use to connect  to or disconnect   from a call.  The key will blink green when a call is ringing  and glow green when connected.  If you have a headset  connected  and the phone  is o~hook,   pressing  the scroll keys  (    and      ) will adjust the headset volume.  After you initiate  or answer a call using the headset key, lifting  the phone's handset automatically    takes you out of headset mode.   To switch  back to headset  mode  while on a call,  press the headset key again and then place  the phone's handset on-hook.

Using a 8/uetooth  headset

If you are using  a Bluetooth®  headset with your phone through  the use of an  optional  ESI Bluetooth  Headset
Interface,   the following table  indicates what the  Headset Interface's   LED  indications   mean:

If the LED is ...              This means the headset is ...
Off                       Paired  and  connected
Glowing   solidly                Paired  and  not connected    (out  of range) Blinking   slowly                Paired  and  attempting  to connect
Blinking   rapidly               Neither paired  nor  connected


(Continued)

 

Not all headsets   are compatiblewitn    your ESI  phone;  contact your ESI  Reseller  for a list of compatible  models.
Once a headset is plugged  into an ESI Cordless   Handset,   audio is automatically   transferred  to tne neadset,  so tnere is no need to program  a headset key if using  a Cordless   Handset   For headset use witn  a Cordless  Handset,  ESI  suppor1s  only  tne headset  tnat's  sold  specific ally for tne two Cordless  Hand set models.   Contact your System Administrator   form ore information.
Not available   on a legacy  12-Key Feature Phone.


F.10


 User's  Guide                                                                                                                                         Special  keys  

Answering  a call using a paired Bluetooth  headset

Here  is the procedure for answering   a phone call when using  a Bluetooth  headset that is paired   to your
ESI  phone via the  ESI  Bluetooth  Headsetlnterface.

Note:   When   an  incoming   call rings  on the  ESI  phone,   the  headset  will provide  an  audible   ringing   if the headset   supports   this.  This   may cause  a delay  in the  audio  to the  headset;   some  headset   models may  not  pass the  audio  through   to the  headset  until the  audible   ringing   has  been  completed.

1.   When an incoming   call rings  the  ESI  phone,   tap the Bluetooth  headset's   Call button  1  or press the
ESI  phone's programmed   HEADSET  key.
The HEADSET   key on the  ESI  phone will glow  green.

Note:  If the  Bluetooth   headset  moves out of range,  the  call will remain   connected  via  the  ESI phone's   HEADSET jack but audio  will be lost.  When  the  Bluetooth   headset   moves back into range,   the  Bluetooth   connection   will be re-established    and  audio  will  return.

2.  When finished  with the call,  tap the Bluetooth  headset's  Call button or press the  ESI  phone's
HEADSET   key.

Placing an outbound  call using a paired Bluetooth  headset

1.   With the ESI  phone idle,  tap the Bluetooth  headset's Call button or press the ESI  phone's programmed   HEADSETkey.
The ESI  phone's HEADSET key will glow  green,  and you'll hear dial  tone on the  Bluetooth   headset.

2.  Dial  the desired  telephone   number.

Notes:  Special   features  such  as voice  commands,   switching   between  calls,  etc.,  using   the  Bluetooth headset   button(s)   won't be supported   (unless  you're   using   a Cellular   Access key2).

If the  Bluetooth   headset  moves out of range,  the  call will remain   connected  via  the  ESI phone's   HEADSET jack but audio  will be lost.  When  the  Bluetooth   headset   moves back into range,   the  Bluetooth   connection   will be re-established    and  audio  will  return.

3.   When finished  with the call,  tap the Bluetooth  headset's  Call button or press the  ESI  phone's
HEADSET   key.


(Continued)

The name  given  to tns button m a-f  vary t:1f headset manufacturer.
See tne ES/ceuuerManagementUser's Guide(ESI  document  # 0450-1189).   ES I   User'sGuidesare available   from www.esi-estech.comlsupport.


F.11
 User's  Guide                                                                                                                                         Special   keys  

Cautions

In general

Bluetooth   is an industrial  specification   for low-powered,   short-range  wireless  networking.   It provides a way to connect,  and exchange   information   between,   devices.  BluetooU'l  is used  not only in cellular phones and handsets  but also  personal  computers,   as well as omer  devices such as video game  consoles. Bluetooth  devices use a globally  recognized,   secure,  unlicensed,   short-range radio  frequency.

Bluetooth  compatibility

Not all BluetooU'l-enabled    headsets are alike,  because different  manufacturers    implement   BluetooU'l slighUy  differently.  To minimize such issues,   a headset  should comply   wiU'l the Bluetooth  1.2  (or higher) specification.

Still, even then,  there can be difficulty  in making   BluetooU'l   devices interact.  In particular,   a Bluetooth•
enabled   headset may:

Fail to pair wiU'l U'le  ESI  Bluetooth  Headset  Interface.
Tum off its Bluetooth  capability   by itself,  due to eiU'ler  a power-saving  setting or interference   from other devices.
Suffer noisy  or bad connections   on calls.  This can occur for a variety of reasons.  The headset may be too far away from the ESI  BluetooU'l   Headset  Interface,  or it may  encounter interference   from other Bluetooth  devices (or even omer  objects  such as walls,  appliances,   and cordless  phones).

Some  headsets tum off while charging,   causing  U'le  HEADSET LED  to glow  solidly.  To reconnect U'le headset  after charging,  just tum U'le headset  back on.

Here  is a short list of headsets  that ESI  used while testing  the ESI  Bluetooth  Headset  Interface (but  U'lis is  not intended  as an endorsement    of any of these,  nor as a statement   mat they will always work proper1y  wiU'l it).

Jawbone 2
Plantronics
-   Explorer   520 and 340
-   Voyager 925
Samsung  WEP200
Motorola  H700
Cardo Scalia 700
Jabra BT2020 and  BT8040

F.12



 User's  Guide                                                                                                                                         Special  keys  

Outside dial tone preference

If you make mostly outside  calls,  you may find this setting helpful.  It tells your station to connect automatically  to an available  outside  line; i.e.,  you don't have to dial 9 (or 8 or 71-76)  before the phone number.  Therefore,  when you lift the handset  or press SPEAKER, you will immediately  receive an outside  dial tone from the highest• numbered line available   to you.1

Notes: To place an internal   call while  in this  mode,  press the appropriate  station  key or (a.) press TRANSFER  to switch to internal  dial tone  and (b.) then  dial the extension  number.  Please  note that, if you wish  not to transfer a caller but instead  are only  placing  an internal  call, you must press TRANSFER  within  the first five seconds after going  off-hook. Six seconds  after you go off-hook, the  ESI system  considers  the call to be a transferred  cal I.

On a Cordless  Handset,  press TALK to receive internal  dial  tone.


Line keys

If some of your programmable  feature keys have been programmed as line keys (you can program line keys by using  PROG/HELP 2),  press an unlit key to access the line.  An outside  call transferred to your station can be answered  by simply  lifting the handset or pressing SPEAKER. You do not have to press the line key.  The LED indications  for the line keys are:

LED                                  Line status
Solid red                        In  use
Solid green                    Connected  to your station
Blinking red                   Ringing  at another  station

LED                                  Line status
Blinking green                Ringing  at your station
Slowly blinking red         On  hold  by another  station
Slowly blinking green     Held  by you

Notes:  Dialing  9 (or 8 or 71-76) to be assigned  a line automatically  is always  available.

Each  ESI Cordless  Handset  has only red LEDs, and only  on its programmable  feature keys. The illumination   activity (such as blinking)   otherwise  is similar  to that described  above.


Privacy release

This feature makes it easy to "conference-in"  on a call:  just press a line key assigned to the outside  line the call is using,  and you'll automatically   join the call.2

Private line

If a private  line has been assigned to your station, you must have a line key programmed (see pp.  C.2-C.3)
in order to access it

 

This  aspect (le.,  that l's always  the highest  line available  to you) can't  be changed.
This  feature may not be available   on your system,  clepending   on hem  ii has been programmed.   If you wish to enable  this feature on your phone system, contact your System Administrator.


F.13


 User's  Guide                                                                                                                                         Special  keys  

Optional features

The following optional  features may be accessible from your station.  See the Administrator  for details.  In each case, you must use a programmable  feature key to serve as an on/off key for the feature (see "Programmable feature keys," page C.2).

Note: In the codes, ODD= ACD department number and XXX = extension  number.

Code      Feature key                          Page       ESI 60, ESI 40, ESI 300,        ESI Cordless         (Legacy)
48-Key, (legacy) 24-Key           Handset             12-Key
560        Manual  day/night  mode            F.14                          y                                      y
561        Service observing                     F.15                          y                                      y
5000       ACD agent log on/off                1.1                                                   y                                     y
562       ACD agent wrap                      1.2                           y                                     y
563000     ACD Mministrator                      1.5                           y                                     y
564        Headset key                                F.15                          y
565        Call forward key                           F.15                          y                                      y                           y
565XXX    Forward to a destination             F.15                          y                                      y                           y
566        Redial                                      F.15                                                                                         y
567        Call forward/no-answer key        E.11                          y
568        Message monitor key                  F.10                          y                                      y
569        Background announce key          F.15                          y                                      y
570        Conference                              E.9                                                                                       y
571        Personal  Greeting  1                                   F.16                          y                                      y                           y
572        Personal  Greeting 2                 F.16                          y                                      y                           y
573        Personal  Greeting 3                 F.16                          y                                      y                           y
574        Caller ID key                                F.16                          y
575 and 576 Virtual answer keys                      F.17                          y
577        QuickPage                               F.17                          y                                      y
578        Mute/ONO                                F.17                                                        (ONO only)                  y
579        Voice mail                                        F.18                                                                                         y
580        Override ring key                          F.9                          y                                      y
582        Record                                  F.18                                                              y
583        Quick Switch                            F.18                          y
584       Account codes                            F.19                          y                                      y                           y
585        Local CO key                               F.19                                                              y
587        Loop key                                F.20                                y                                      y                           y
599        Overhead page                      E.16                          y                                      y                           y

Manual day/nightmode  (Code 560)

You can use a programmable feature key to manually change the system's main auto-attendant  greeting, incoming  call destinations, and CO line group access.1   Each time the key is pressed, the display switches among:  DAY, NGT, DAY2, NGT2, HDAY (holiday) or AUT0.2

lip:   To keep the system from being taken out of this  mode, place it in  auto and then  delete the programmable feature key's programming.


Notes: The System Administrator can also change the mode and/or re-record the holiday  greeting remotely to handle  unexpected closings,  such as for inclement  weather.
If a second organization  or business  ("tenant," in telephony  terms) is sharing  the system, switching
between day and night  mode also changes that tenant's day/night  mode.

 


I    Depending on hem the Installer has programmed your system,day and night mode for incoming calls and CO line group access may not change upon use of this Key.
2    AU TO indicates that the systemwill follcm the dayhlight mode tablesprogrammed by the I nstauer.


F.14
 User's  Guide                                                                                                                                         Special  keys  

Service observing (Code 561)

Your administrator  may assign service observing capability to those users who need to monitor  others'  calls silenUy  (e.g.,  in order to aid in quality  assurance   of call activity).   To begin service observing,   press the assigned programmable   feature  key,  followed by an extension   number or station  key.  To discontinue observing,   press the station  key again or hang up.  As you observe  another  station's  incoming call,  your display shows to whom  that station  is connected   and how long  the call has lasted.

Note:  The  Mministrator    must  authorize   service  observing   for your  station,   and  the  Installer   must  program   the list  of allowed  extensions.


Headset key (Code 564)

Notes:   Not available   on  legacy   12-Key   Feature   Phone.

It's  unnecessary   to program  this  key  on an  ESI Cordless   Handset;   one  simply   plugs  in  or unplugs   a headset   as desired.

This key provides  for easy connecting  to/disconnecting  from calls when operating  in headset  mode  (see "Headset  operation,"   page F.10).    Press  the key to receive dial  tone or to answer a ringing  call.   Press  the key again or press RELEASE to disconnect  from  the call.

Call-forwardkey (Code 565 or 565)()()()

Note:  Your  ESI  phone  may  have  a dedicated  call-forward  key (CFWD).

If you frequently  call-forward   your phone (see "Call forwarding,"   page E.10),   you can program  a programmable   feature key as a call  forwarding  key to automatically   tum forwarding  on and  off. If you always forward  to the same  extension,   you can program  a key with both 5 6 5 and the extension   number.

Redial (Code 566)

Note:   Legacy  12-Key   Feature   Phone   only.

This redials  the outbound  number (i.e.,  not internal  extension)   most  recently dialed  from your station.

Ca/1-forwarc//no-answer key (Code 567)

Note:   Not  available   on  an  ESI  Cordless  handset.

Enables  or disables  the call-forwarding/no-answer     feature.   When this feature is enabled   and someone  calls your station  but receives no answer,  the call will go to the destination   you've programmed    (for more  details, see page E.11  ).  The difference   between this feature (Code  567) and traditional   call forwarding (Code  565) is that,  with this feature,  your phone actually  rings first before going to the selected  destination.

Message monitor key (Code 568)

Easily  toggle  the message   monitor  mode  on or off with this key.  (Otherwise,   you can perform the toggle  by pressing  PROG/HELP 3 6 and  following the prompts.)

Background announce key (Code 569)

During  call waiting,  you can also  make  a brief,  private background  announcement  (see ''Background announce feature,"  page E.13)  to the station's  earpiece  (if the station  user has enabled   this feature).   Hold down the key until  you hear a beep,  then  begin talking;  release  the key when finished.


(Continued)

 

F.15


 User's  Guide                                                                                                                                         Special  keys  

Personalgreeting keys (Codes 571-573)

These keys will provide for easy activation  of one or more  of your personal  greetings (see ''Personal greetings,"   page D.1).   The key's  LED  will be green for the associated  personal  greeting that is active.  These keys can be used in place  of or in conjunction   with manual  activation  of the greetings in programming   mode.

Note:   For ACD key programming,    see "ACD  agent  operation,"    pp.  1.1-1.5.)


Caller ID key (Code 574)

Notes:   Not available   on  an  ESI  Cordless   Handset   or legacy  12-Key   Feature   Phone.

This  works  only if you  are receiving   Caller  ID  service  from your  provider.  Consult   your Mministrator, if needed.

Press this programmable   feature key to see the stored Caller  ID  records for your extension's    25 most recenUy received calls.  Use  the scroll keys (     I    ) to view Caller  ID  information   from different  calls.  (The  system  stores Caller ID  records for only extensions   which have a Caller  ID  key assigned;   so,  when you first assign  the key, you'll  have no previous   records through which to scroll.)

Note:   The  Caller  ID  key  will  light  only when  there's   a missed  call.  Although   voice  mail  messages' Caller  ID
information   also  is  stored  by the  system,  waiting  voice mail  lights  only the  VOICE MAIL key.

The phone  display  will also  indicate  each call's classification   as shown in this chart;  also,  if this is the first time you're seeing  this particular   call's record,       appears  to the left of this indication.

Classification                                                                            On third line of phone          On second line of phone with three-line display              with two-line display
Answered  by the station                                                                            !  "ii                                              ! Missed  call (abandoned    call)                                                                   $ %##                                                       s Went to your  voice  mailbox                                                                                      &$                                                              &
Answered   by "other"  means   (call-forwarding,    use of                                    (
someone   else's  PICK UP key,  etc)
New  record

While a record is on the display,   you may  do the following:

•    To dial the caller  displayed,   press REDIAL.
•    To view the telephone   number (rather   than  the name),   press 2.1
•    To delete  a record,  press 7 while the record is on the display.
•    To store the record  in your Personal  Dex,  press ESI-OEX.


To finish,   press the Caller  ID  key again (or press RELEASE).


(Continued)

I    Not applicable  to a 48-Key Feature Phone, which  sh ems both the num t>er and (W included   in the Caller  ID  record) the name.


F.16


 User's  Guide                                                                                                                                         Special  keys  

VirtualAnswer Keys (Codes 575, 576)

Notes:   This  works  only if call  waiting   is  enabled  for your  station.   Consult  your System  Administrator    if needed.

Not  available   on  ESI  Cordless   Handsets.

You can program  a Virtual Ans\l'ler Key to play a greeting to a caller when your extension   is busy and route the caller  to a desired  destination   by pressing  this key.  Program   a programmable   function  key with either5  7 5 or 5 7 6.  Prompts   will instruct  you in how to record the greeting   and program   the caller's  destination.

The destination  can be either the default call waiting  or another station;  the system  takes  the caller there after playing  the recorded greeting.   With call waning,  the system  places  the caller on hold as call waiting  ("camping  on') for your station;  if the caller can't wait,  he/she may  (a.)  press 1  to reach your voice  mail,  (b.)  enter another extension  or (c.)  press  O to reach   the  Operator.  With another  station selected,  the call is forwarded   to the station.

To record the greeting  from  an idle phone:

1.  Press  the chosen programmable   function  key;  then press RECORD.

2.  Follow  the prompts   to record  the greeting  and program   the destination. Sample  greetings for Virtual Answer Keys:
"Hello.  This is HaNey.  I'm currently on another line, but I'd realty like to speak to you. Please hold and I'll be with you shortly. However,  if you don't wish to wait on hold, press 1 to leave me a voice message.  You may a/so either dial another extension or press Oto  reach the Operator."

"Hello.  This is Bill. I'm currently on another line, but I have been notified of your call.  I am sending your call to our Sa/es Department administrator for more immediate assistance.  Please remain on the line as your call is being transferred.  Thank you."

Note:   If a caller  presses 1 to go to your  voice  mail,  the  call will go into  that  extension's    mailbox,   regardless   of whatever   call-forwarding   settings   your  ESI  Installer   has  made.

Here's an example. The  Installer   has  set the  call-forwarding   for extension    101  to go to mailbox   102. The  user  at extension    101   uses  a Virtual  Answer  Key to answer  a call,  and  the  caller  presses 1 when prompted  to go to voice mail.  That  caller  will  go to mailbox   101  -   not mailbox  102.


QuickPage  (Code 577)

Normally   used by an operator,  this key lets you quickly put on hold,  and  page,  a station  user.  While on an outside-line   call,  you can press a QuickPage   key,  then enter  a station  number (or press a pro_prammable feature key programmed   for an extension)   and  the system  will automatically   page the person   ,   then forward the call  to the person's voice mailbox   if he/she doesn't answer.

Mute/DND key (Code 578)

This multi-mode  key's function  varies,  depending  upon whether  the phone is on a call or idle:

•     If the phone is on a call (off-hook)  -   Mutes  the microphone   so that the person  on the other end of the line can't hear you.

•     If phone is  idle  (on-hook)  -   Puts the phone into  do-not-disturb   (DND)   mode,   sending  callers  direcUy  to your voice  mailbox2.

Note:    When  programmed     on an  ESI  Cordless   Handset,   this  key performs  only  the  DNDfunction;    to mute  or
"un-mute"   an  ESI  Cordless  Handset,   use the  keys  on its  side.


(Continued)

 

 

The system will access tne paging zone for tne extension and play tne user's name as recorded in tne orectoy (if no name is recorded, I win page by extension number) followed by the phrase "you nave a call on hold" and tne line on which the caller is parl<ed-   e.g., "JohnDoe, you hc11e a cet on line 21."
Or, alternatively, to otner roufing (such as tne Operator or anotner cowoxers extension) set t:Jf the Installer.


F.17


 User's  Guide                                                                                                                                                           Special  keys  

Voice mail (Code 579)

Allows  a legacy  12-Key  Feature  Phone  (which  lacks a dedicated  VOICE  MAIL key) to have voice mail  access.

Warning:   To use voice  mail  from a legacy   12-Key   Feature   Phone,   you  must  assign  this  code to a programmable feature  key.  Failing to do so will disable the mailbox. {When   you try to access a disabled   mailbox,  the system  will  notify  you  that  it's disabled.)   You  still  can retrieve   previously   left  messages and  access user programming,    but the  mailbox   won't  be able  to recerve   new voice  messages.   Therefore,   to enable   the mailbox,   assign   key code 5 7 9 to a programmable   feature  key.


Override ring (Code 580)

The override ring feature  lets you place  a call -   station-to-station,   outside  line or Esi-Link -   or leave  a voice message  when another call is ringing.   For full details on using  this  feature,  see "Override  ring,"  page F.9.

Record (Code 582)

Note:    Available   for only ESI  Cordless   Handsets    and the  legacy   12-Key   Feature   Phone.

Press  this key to record any phone  conversation  -   or, when the Cordless  Handset   is idle,  to record a personal  memo.   For more  details  on using  your ESI  system's   call recording   features,  refer to "Live recording," page D.S.


Quick Switch™ (Code 583)

Note:    Not  available   on  an  ESI  Cordless  Handset   or legacy  12-Key   Feature   Phone.


Important:    For the  Quick  Switch  feature to work,  your  Installer  or System Administrator   must  have  programmed    a relationship  between   your  desktop extension   and  Cordless   Handset.   Program  the  key  on the  ESI desktop phone.

Press  this key to transfer an active  call between an  ESI  desktop phone and an ESI  Cordless  Handset  (either direction  -   to or from  the ESI  desktop  phone).

Quick Switch ring options

When both the desktop extension   and Cordless   Handset  are idle,   press the Quick  Switch  key.  Follow  the visual  and audible  prompts  and use the scroll  keys to change   the programmable    options  concerning   what happens  when a caller dials  (or  is transferred to) either your desktop  phone or Cordless   Handset:

•    RING DESKTOP -   Only the desktop phone  will ring.
•    RING CORDLESS -   Only the Cordless  Handset  will ring.

In  either  of the two cases above,   re-routing   (including   to a voice  mailbox)  will follow  the desktop phone. The other  choice  is:
•    NO RING OPT-If  a caller dials  (or is transferred   to) the desktop  phone,   only that phone rings.  If the caller dials  (or is transferred  to) the Cordless  Handset,   only the Cordless  Handset  rings.  Re-routing follows whichever  phone rang.

(Continued)


F.18


 User's  Guide                                                                                                                                         Special  keys  

Performing  Quick Switch

While you're on a call,  or while a call is ringing to the desktop,   the Quick  Switch  key on your desktop phone glows  solid green;  this indicates  that you can perform a Quick Switch.   To transfer the call to your Cordless  Handset:

1.   Press  the Quick Switch  Key.  This 'blind-transfers"   the call to the ESI  Cordless Handset,  causing   it to ring,  while simultaneously   disconnecting   the desktop  phone.

2.  On the Cordless Handset,   answer  the ringing  call by pressing  TALK. Once again,  the Quick Switch key on the desktop phone glows  green to indicate  the ability to perform  a Quick Switch.

3.   When and if desired,   press the Quick Swi1ch  key on the deskop  phone.  This 'blind-transfers"   the call back to the desktop phone,   causing it to ring,  while simultaneously   disconnecting  the Cordless  Handset.

Of course,  you can do this in exactly  the reverse order-    i.e.,  if you start out with a call on your Cordless
Handset,   you can Quick Switch  it to your desktop phone and,  if desired,   back again.

Notes:   If you  transfer  a call unintentionally,     pressing   FLASH won't  retrieve  the  call.  However,   you  can
perform another   Quick  Switch  or use the  PICK UP key to pick  the  call  from the  ringing   extension   (i e,
press    followed  by the  extension   number).

If (a.)  you're   on  a call and {b.)  another  call comes in  and (c.) you  Quick  Switch  the  active  call  to the other  phone   (desktop or Cordless)   ...  the  call-waiting   caller  will  continue  to ring  and  follow  regular system  routing   (such  as to your  voice mailbox)  if not answered   in  some  manner.


Account codes (Code 584)

The account codes key lets you assign  an account  code to a specific  call. The system  stores  this in a record which your company  can use for tracking  purposes.  This can be especially  helpful  in environments   such  as legal offices, consultancies,    advertising agencies  and  others  where it is critical  to confirm  billable   hours  for your clients.

Note:   For exact codes to be used,  consult  your  System  Mministrator.

During  a call,  press the key,  enter a designated  account  code,  and then press#.  The code must be numerical only-i.e.,     between  O  and 9,  only-and    no more  than  10  digits  long.

For greater convenience,   you can assign  frequently  used account codes to programmable   feature keys.  In each case,  just program  5 8 4 followed  by the desired   account code.

General information  regarding  use of account codes

•    Account codes are applicable   to only outside  calls (not internal  'tntercom" calls).
•     You can enter  more than one account code during the same  conversation   -   particularly  useful in a conference call that involves multiple  clients or customers.
•     Neither   an incoming caller or a person being  called will hear the tones as you enter account codes.
•     If you enter an incorrect  account  code,  just press the account code key agan and enter the desired  number.
•    Pressing   the  account code key won't affect the recording   of a call.
•     It's  not necessary   to enter  an account code to place  an outbound   call.
•     The phone system  won't prevent entry of an invalid  account code.

Local CO (Code 585)

Note:  Available   for only the  ESI Remote IP Cordless   Handset.

The local CO key provides dial  tone  for an analog  line connected to the Cordless  Handset's   base station.

Important:     Use this key if you have to make a  911      emergency call! Otherwise,   it will appear  to the  dispatcher's computer   as if you're   at the  location   of the  ESI Communications     Server and  not where  you  really are.


F.19



 User's  Guide                                                                                                                                         Special  keys  

Loop key (Code 587)

A loop  key allows for the appearance   of any CO line or Esi-Link  call that  may  be ringing  a station,  without the need for a programmable   feature key to be programmed as a CO line key.  Up to six loop  keys may be programmed   per station.

Using a loop key

•    Incoming   outbound calls will appear on the first available   loop  key (if one or more  loop  keys are programmed   on the phone).
•    Calls may  be placed  on exclusive   hold  simply by pressing the active loop  key.

•    If multiple  calls  are on loop keys,  a user may  toggle  between the calls by pressing  a desired loop  key. (The call that was originally  active on a loop  key will be placed  on exclusive   hold.)
•    Calls placed  on exclusive hold  on a loop  key can be retrieved from  exclusive hold  by only the station  that placed  the call on exclusive hold,  and can be retrieved  simply by pressing the flashing  loop  key.
•    If the HOLO  key is used,  the caller will be placed  on system-wide  (not exclusive)   hold  and the loop  key will return to an idle  state.

Loop key LED indications

If the loop key LEO is .  .  .                                    The loop key call is ... reen

Connected to  our station
On Virtual  Answer hold

F.20


 User's Guide                                                                                         Using an ESI  desktop IP phone remotely

Using an ESI desktop IP phone remotely


When used remotely (i.e.,  connecting to the ESI system over a WAN or the Internet  rather than on a LAN),  a ESI
desktop IP phone will operate like a regular ESI desktop phone, with these important exceptions:

•   Mode display-   The bottom section of the phone's display will show RMT (short for remote) to indicate  the phone's current mode.
•   No 911 /ernergencycalls -   Because your phone isn't connected directly to your Joca I telephone network, you must use a regular phone connected locally,  not the ESI desktop JP phone,  to make 9 1  1  or other emergency calls.  (For more information, see ESI document
# 0450-0262, included with your ESI  IP phone.)

Troubleshooting

Important: The audio quality of an ESI IP phone is dependent  on the quality  of the connection between the phone and the IP PBX at the main office. High  data traffic on a poor or overloaded connection will cause significant audio distortion,  which may include  pops and clicks, or warbling. In  this case, contact your ESI Reseller or
network administrator  for assistance. The quality  of your main  office's outside phone  lines also can affect the
phone's audio quality.  Due to the interface between advanced, packet-basedphone  systems and the traditional  public telephone  network, a poor-quality phone line can degrade audio  quality,  causing  an echo on outside  calls. An occasional  echo isnt  unusual  and doesn't necessarily indicate a problem with your system or lines;  however, if this  problem oocurs persistently,contact your ESI Reseller for assistance.


Condition                      Procedure(s)
Phone display  is blank             .    Check other phone functions.  If you get dial tone when you lift the receiver and the
display  is blank, the phone is defective.
Make sure the Ethernet cable is plugged into the phone's NETWORKjack  (and not the
PC port).
If no phone functions  operate, check the phone power supply. It should  be plugged into the phone and into an active AC outlet. If the display  is still blank, the phone is defective.
.    Contact your ESI Reseller if the phone is defective.

Phone display  shows          The phone is faulty. Contact your ESI Reseller. software version

Phone connects but            The phone may be defective. Contact your Reseller. doesn't operate correctly

Phone wont connect
I           Important: See page A.10  for instructions  on connecting  your phone.                            I
.    Check the cable between the phone and network access device (router, hub or switch).
This  cable should  be plugged into the NETWORK port on the bottom of the phone.
Check that the link light forthe port on router is illuminated.  If this  light is not lit check the power supply connection for the router.
.    Check the cable between the network access device and the modem. The WAN port on
a router should  be plugged directly into the modem.  If using  a hub or switch, connect its
UPLINK port to the modem.
Check your IP connection  by using  your PC to access a site on the Internet  (after accessing a Web page, press Ctrl R [for Refresh] to verify that your Web browser is displaying  fresh data).
Call the main  office with a regular phone.  Make sure the problem is not with the network or IP connection at the main  office.

Phone works correctly       The problem is probably with the connection between the phone and the IP  PBX at the
but the audio quality           main  office. Ask your Network Administrator or ESI Reseller to evaluate your connection to is poor                           the main  office.


G.1


 User's  Guide                                                                                                                                      Using   Esi-Link   

Using Esi-Link


Important:   You  are being   assigned   a special  feature  not covered in the  regular  station  user  guide  or tutorial.   Be sure  to consult  the  System  Administrator    for the  Location  Numbers    used  by your  Esi-tink  network.


Overview

Esi-Link    is an optional   feature that networks multiple  ESI  systems  (or locations)  across an IP-based  network. With Esi-Link,   a multi-site  business can integrate  up to 100  of its locations,   using the latest VoIP  (voice  over IP) technologies.   Inter-office   calls,  transferring   outside  calls,  moving  voice  messages  and even accessing   outside lines at remote  locations  are all features   you can use over Esi-Link.

For example:   if you have an office in Dallas and another   in Chicago,   Esi-Link  makes  it possible  for someone   in
the Dallas office to dial  an extension   in the Chicago  office just as easily as if it were an extension   down the  hall  in the Dallas office.

Network numbering

Esi-Link   network numbering provides  "transparent,"   or uniform,   dialing  across Esi-Link.   This means   that, regardless  of the location  from which a user is dialing,   the user can dial a number-   i.e.,  the network number• that matches  the called  person's   three-  or four-digit  extension   number,  and the call will be routed appropriately through the Esi-Link  network.  In essence,   the location  number  (i.e.,   7xx) doesn't have to be dialed,   unlike the case with earlier implementations    of Esi-Link.1     Therefore,   end users  in a multi-site  environment don't have to remember   six- or seven-digit   numbers  to call  co-workers.  They can call anyone,   at any other Esi-Link  remote location,   simply by dialing  the person's regular extension   number.   Network  numbering  provides  seamless four• digit  dialing  between Esi-Link  locations   using a network numbering plan.

Important:    Because   your  Esi-Link   network  may  include   ESI  systems   not  running   software  compatible   with  network numbering,   the  instructions   herein (except  where otherwise  noted)  assume  the need to dial  a Location  Key when performing    Esi-Link   dialing   operations.   Your  System  Administrator    (or,  perhaps,   your  Certified   ESI  Reseller) will let you  know  the  correct procedure   for your   ESI Communications     Server and  your   Esi-Link   network.


Location  Keys

Each  location  in your Esi-Link  network  has a location  number2 in the range  of 70~799.  To facilitate  dialing  into a remote  location,  you can assign  the location  number  to a programmable   feature  key-   making  it a Location  Key. When you press a Location  Ker,  you'll hear dial  tone;  you can then  dial  any extension,    department,    mailbox,   or outside  line group access code in the remote  location.  For instance,   a user in the Dallas  office would press the key programmed    for the Chicago  office and dial  1  O 4 to reach extension   104  in the Chicago office.  The number of Location  Keys you can program  on your ESI  phone  depends  on how many programmable   feature keys it has.4

Programminga Location Key

Note:    You  may  wish  to review  "Programmable    feature  keys,"  page C.2.

1.  Hold  down the desired  programmable   feature  key for at least two seconds to enter programming mode.

2. Enter  the remote  location  number-   such as 7 0 2.

Note:  You  can  also  use Location Dex (see page H.8)  to select  the  remote location   number.

3.  Press the feature key again.

 

I    Netw0!1<  numbering  wones only on E SI Communications   Servers running  compatible  system  sonware.  If an Esi-linK  call invOIVes  any legacy  ESI systems (or ESI  Communications   Servers running  earlier system  sonware),  users still  must dial  a ocaton number  prior to dialing  a remote  number.  To caifirm whether your ESI  Communications   Server currently  supports  netw0!1<  numbering,   consult your System Administrator   or your Cerfified  ESI  Reseller.
2    If necessary,   consult  your System Administrator   to learn  your Es~UnK  networK's  location  numbers.
3    9, 8 or 71-76.
4
Also,  you can program   up to 60 Locafion   Keys on a 60-Key Expansion   Console  (see page A.5).


H.1



 User's  Guide                                                                                                                                      Using   Esi-Link   

Programmable  feature keys and Esi-Link: an introduction

With  Esi-Link,  you assign  dialing   information    to your ESI  phone's programmable   feature keys in the usual  way• i.e.,  if a remote  location station  or mailbox  is to be assigned  to a programmable   feature  key,  enter the location number followed by the station's   extension   number or the mailbox   number.

Note:   Programmable   feature  key  lamp  status  of a remote location   extension   will appear only  if the  extension   is included   in  the  "published"    extension   list  of the  remote location.   Contact your  System  Administrator    if you need  more information   about  published   extensions.


lip:   You  can  use  direct  programming    (see page C.2)  to program Esi-Link   locations   and  extensions.


Examples

Assigning  a programmable  feature key for extension  135 in location  712

1.   Hold down the desired  programmable   feature  key for at least two seconds to enter programming   mode.

2.  Dial  7 1  2 1  3 5.

Note:  You  can  also  use  Location Dex (see  page H.8)  to select  the  remote location   number.

3.   Press  the feature key again.

 

Programming  a call-forwarding   key to extension  135 in location  712

1.   Hold down the desired  programmable   feature  key for at least two seconds to enter programming   mode.

2.  Dial  5 6 5 (the  ESI  system's  call-forwarding   code [see "Optional  features,"  page F.141).

3.   Dial  7 1  2 1  3 5.

Note:  You  can  also  use Location Dex (see page H.8)  to select  the  remote location   number.

4.  Press  the feature key again.


Note:   If you  regularly   forward  to a particular   remote location   extension,    you  should   also  assign   your  mailbox to a Remote VirtualMailboxKey (see page H.7)  at that  remote  location   extension.
H.2


 User's  Guide                                                                                                                                      Using   Esi-Link   

Dialing an Esi-Link location

To dial  a station  through   Esi-Link,   press the appropriate Location  Key followed by the desired station's  remote location  extension   number.   For instance,   let's  say you're in Dallas  and want to call extension     112  at your Chicago location.   Just press the Location  Key for Chicago plus the extension   number (112).1     Transferring calls, dialing  VOICE  MAIL,  etc.  all operate  the same  way.  Basically,  in each case where you would dial  an extension, mailbox,   or outside  line access,  just press the Location   Key first if you're calling a remote   Esi-Link  location.

As you dial,  your ESI  phone's display  shows the progress of the call.  When you dial  a Location  Key,  the short name of the location  will appear on the  ESI  phone's display  (e.g.,  a location  in Dallas might  be assigned   a short name  of "DAL").

For example,   let's  say you want to dial  your Chicago location.

After you press the Location  Key for Chicago,  the display  on your phone might look similar to this:

8/7 1:13  PM
101100


ESlphonewith
RMT     tlvo-linedisplay


ESlphonewith three-line display
101100                RMT

The boxes on the bottom  line of the display  show there  are a total of six Esi-Link  channels   active at your location. Three of the Esi-Link  remote  channels  are busy;  the rest are idle  and available   for new calls.

Or,  when you press the Chicago Location  Key and then dial  the remote  location  extension   (112 in this example), the display  will look  like this (note that another remote   channel   is now in use):

7J      DOE
101101

CHI  ESlphonewith
RMT     tlvo-linedisplay

7X112 J  DOE
701112
101101             CHICAGO


ESlphonewith three-line display


If all  Esi-Link   channels   at your location  are busy,  you will see:

NO RMT    CHANNEL
l=QUE


ESlphonewith tso-lir» display

NO RMT   CHANNEL
l=QUE
111111            RMT


ESlphonewith three-line display

You will then be prompted   to press 1  to queue for an available   channel.   If you choose to queue,   you may  press 1 and hang up.  When a channel  becomes  available,   your phone will ring,  and when answered,   you can redial  the Esi-Link  number.


Or, if you prefer, you can orecty dial  the iocaton  numt>er -   so, in tns example,  you'd dial 7 O 2 11 2. Throughout this text, any reference to pressing the Location  Key is interchangeable  with direct dialing of the applicable location number.


H.3


 User's  Guide                                                                                                                                      Using  Esi-Link

Transferring calls

Outside callers can be transferred to remote location extensions,   departments,   and mailboxes.

Note:   On  legacy  ESI systems 1,    as well  as ESI  Communications    Servers  running   older  system  software,  Esi-Iink coesnt   allow an outside  call coming   from one  location  to be transferred   or forwarded  to another   (or third) location.   In  the  event  a call must  be transferred  to another   location,   use the  hold  feature  (see page H.5).


Transferring  an outside call to a remote location extension  or department

1.  Press TRANSFER.
.  .  .  then     .

2.  Either     .

(a.)  Press the Location Key and then dial the extension .
. . . or ...

(b.)  If you have a programmable feature key assigned to that location number and extension, press that key.

Note:  If you're   performing   a "blind"   transfer  -   i.e.,  one  which  you're   not  "supervising"    by speaking to the  person   to whom  you're  transferring   -   oont   hang   up  until  you  hear  a ringing   tone, which  will confirm  the  transfer  has  been  successful.


Transferring  an outside call to a remote location  mailbox

1.  Press VOICE  MAIL.
.  .  .  then     .
2.  Either     .

(a.)  Press the Location Key and then dial the extension .
. . . or ...

(b.)  If you have a programmable feature key assigned to that location number and extension, press that key.


I    IVX X-Class, IVX E-Class, IVX s-ciass, IP E-Class, IVX Series, and IP Seriessystems.


H.4


 User's  Guide                                                                                                                                      Using  Esi-Link  

Using feature  keys with Esi-Link

To use a fixed  feature key (e.g.,  TRANSFER)  to access an  Esi-Link   location:

1.  Press  the f1Xed feature key.

2. Either ...

(a.)  Press  the appropriate Location  Key .
. . . or ...

(b.)  Dial the location  number.

3.   Dial  the destination    as follows:

(a.)  If it's  an extension,    voice  mailbox  or department  group,   dial  the three-digit  number.

(b.)  If it's  a phone number,  dial  the outside-line-access   code (9,  8 or 71-76) followed  by the phone number-   e.g.,   9  4 6 9 5 5 5 3 2 5 5 to dial   9 + 469-555-3255.

The following  information   shows how to use both fixed and programmable   feature keys to make  it even easier  to use certain  ESI  system  features over Esi-Link.

Paging

The ESI  system  can be programmed   to allow paging through an overhead paging  system  and/or paging through some  (if page zones have been created)  or all of the  ESI  phones' speakers.

Overhead paging

If the remote  location  system  has an overhead paging  system  connected  to it, you can page there by programming  a feature key with the location  number followed  by 599 -   e.g.,  7 1  2 5 9 9 -   and using  it as you would a regular overhead  paging  key (see "Paging,"   page E.16).

Paging through  phones

To page through  all of the ESI  desktop  phone speakers at a remote  location:

1.   Press  PAGE(#).

2.  Press  the appropriate Location  Key.

3.   Press  O.

To access a programmed   paging  zone (see  the Administrator for a list of page zones):

1.   Press  PAGE(#).

2.  Press  the appropriate Location  Key.

3.   Press  the key for the page zone number (1,   2, 3,  4,  5,  6,  8,  or 9).  The Installer may  have added an overhead  paging system  to one or more  of these page zones.

Note:   Phones  in  use will not carry a page through  their  speakers.

 

H.5
 User's  Guide                                                                                                                                      Using   Esi-Link   

Hold

Overview

•     Placing a call on hold  from home location   to remote location  -   When you place  a call on hold locally,  you can initiate a page to a remote  location,  announcing   the call and the line number on which it is placed  on hold  at the original  location.   Press PAGE  (#), followed by the appropriate   Location  Key (and  then  dial  the paging  zone at the remote  location).   Upon hearing  the page,  the user at the remote location  presses  HOLO followed by the appropriate   Location  Key.  The remote  location  station  displays the location  number and  short name,  as well as the line numbers currently on hold at that location.  The remote  location user dials  the line number on which the call is on hold,  and answers the call.  (If no Location  Key is programmed    on the station,  dialing  the three-digit   location  number can be substituted for pressing   the  Location  Key.)
•     Placing a call on hold  from one remote location  to another-    Once a call has been answered  at a remote  location,  it can be placed  on hold  at that location.   When the user from  the remote  location
places  the call on hold,  that remote  location  user can  initiate a page to any other remote  location,
announcing   the location  and  line number  where the call is on hold.  The user at the extension   at the other remote  location  presses HOLO followed by the Location  Key for the location  where the call is on hold.  This user's station  displays   the location  number and short name,   as well as the line numbers currently on hold  at that original  location.  The new remote  location  user then dials  the line number  on which the call  is on hold,  and answers  the call.  (If no Location   Key is programmed on the station,  dialing the three-digit  location  number can be substituted for pressing   the Location  Key.)
Alternatively,   the remote  user can transfer  the call directly  to the other remote  location.  The user at
the other remote  location  can then place  the call on hold  and initiate  a page to another remote  location.

Hold set

You can place  outside  line calls  on hold  as you would normally.   When paging  someone  at a remote location  to retrieve the held  call,  remember   to announce  your location  number and outside  line number to be retrieved.   For instance,   if you need to have Jane in the Chicago  office retrieve a call being  held  in Dallas (location  701,  in this example):

1.   While on a call on line 5 in the  Dallas office,  press HOLO.

2.  Page the Chicago office.

3.   Announce the call;  e.g.,  "Jane,  you have a Dallas call on line 5.  Jane,   line 5 in Dallas."

Hold retrieval from a remote location

1.   Press  HOLO.

2.  Press  the preprogrammed Location  Key (or dial  the location  number).

3.   Dial  the number of the line on which the call is being  held.

 

Voice mail

Moving a message to a remote location

1.   While playing  back the voice  mail  message   you wish to move,   press 6.

2.  Press  the Location   Key (or dial  the location  number).

3.   Dial  the mailbox  (extension)   number.

Note: Messages  are mewed in the background, so it may take several  minutes before the remote location can receive them

H.6


 User's  Guide                                                                                                                                      Using   Esi-Link   

Dialing directly  or transferring  to a remote location  mailbox

1.   Press  VOICE   MAIL.
2.  Press  TRANSFER,  and then immediately   do one of the following:

(a.)   Press  a programmable   feature key that has been pre-programmed   for that remote  location  mailbox;

...  or ...

(b.)   Press  the Location  Key and then dial  the remote  mailbox  number .

.    .   .   or ...

(c.)   Dial  the  location  number followed by the remote  mailbox  number.

Virtual Mailbox Key -   remote location

Note:   It  is strongly   recommended   that  you  assign   a voice  mail  password.   To enter  a new  password,   press
PROG/HELP 51.   (If  unsure  whether  you  have  one,  you can  check  by pressing   PROG/HELP 5 3. If necessary,   see page C.5 for more details.

To assign  a programmable   feature key to access a voice  mailbox    in a remote  location:

1.   Hold down  the desired  programmable   feature  key for at least two seconds to enter programming   mode.

2.  Press VOICE  MAIL

3.   Dial the remote   location  number  (or use Location  Dex to select  the location  and extension  number).

4.   Dial  the remote  extension   number.

5.   Press  the feature key again.

When there are new messages   in the Virtual  Mailbox,   the key will flash red.  When you access the Virtual Mailbox,   the key will light a solid  green.  If the Virtual   Mailbox  belongs  to a remote-location   ESI  phone,   that phone's VOICE  MAIL key will also  be lit.

Note:   For proper lamp  indication,    the  mailbox   must  be included   in the  remote location's   list of published numbers.   Contact  your Administrator    if you're   not  sure  if the  mailbox   is published.


Voice mail retrieval from a remote location

1.   Press  VOICE  MAIL

2.  Press  the appropriate   Location  Key (or dial  the remote  location  number).

3.   Dial  the mailbox   (extension)   number.
(If your voice  mailbox  password   is enabled,   the system  will prompt you to enter your password. To proceed,  enter  this  password.)

Quick Groups/Quick  Move capabilities

Quick  Groups can include  both local and remote  location  extensions,    departments    and mailboxes   that are assigned as station  keys on your phone.

Note:  You  can  use  only  programmed   local  or remote Esi-Link   station  keys  to select  the  additional mailboxes   for Quick  Groups.

H.7
 User's  Guide                                                                                                                                                       Using   Esi-Link   

Other Esi-Link features

Using Location Dex to access a remote location's  Station Dex

...  on an ESI phone with a two-line  display

1.  Press  ESI.OEX  until LOCATIONDEXappears  in the display.

2.  Use the scroll keys (     or    ) to select  the remote  location  name  and number.   You can also  use the dial  keys to "jump"  to the first location  name  that begins  with one of the letters  on that dial  key.

3.   Press  ESI.OEX  again.  The phone  will display  the remotelocation's   Station  Dex,  where you can select  a station  or department,   just as you would using  the Station  Dex for your location .

.  .  . on an ESI phone with a three-line  display

1.   Press  ESI.OEX;  then select  LOC in the display.

2.  Use the scroll keys (     or    ) to select  the remote  location  name  and  number.   You can also  use the dial  keys to "jump"  to the first location  name  that begins  with one of the letters  on that  dial  key.

3.   Press  ESI.OEX  again;  then select  STA (for StationDex) in the display.

4.   Use the scroll keys (     or    ) to select  the desired extension.

5.   Select  OIAL to ring the Esi-Link   extension.

 

lip:   You  can  also  use  Location   Dex to assign   programmable   feature  keys  as station  keys  and  Location
Keys.  If necessary,   see "Programmable    feature  keys,"  pp.  C.2--C.3.


Examples:

Assigning  a Location Key

1.  Hold  down the desired programmable   feature key for at least  two seconds to enter programming   mode.
2.  Press  ESI-OEX  until LOCATIONDEXappears  in the display.

3.   Press a scroll key (     or    ) until the location  is displayed.

4.   Press  the feature key again.

Assigning  a station key

1.  Hold  down the desired programmable   feature key for at least  two seconds to enter programming   mode.

2.  Press  ESI-OEX  until LOCATIONDEXappears  in the display.

3.   Press a scroll key (     or    ) until the location  is displayed.

4.   Press  ESI-OEX;  STATIONDEXwill appear in the display.

5.   Press  ESI-OEX  again.

6.   Press a scroll key (     or    ) until the remote  location  extension   appears.

7.   Press  the feature key again.

H.8


 User's  Guide                                                                                                                                      Using   Esi-Link   

Call forwarding

Here's  how to program  call forwarding   to a remote  location  extension,   mailbox,   or department.

On an ESI phone with a two-line display

1.   Press  a programmed   call-forwarding   key and a programmable   feature key you have already  set for the desired  destination   (whether   it is an extension,   a mailbox   or a department).

For instance,   to forward to extension    112  in Chicago  (location  702 in this  example),   press the
Chicago  Location  Key and then  dial  1   1  2.

2.  To cancel  call forwarding,   press the programmed    call-forwarding    feature  key and then press RELEASE.

On an ESI phone with a three-line  display

1.   Press  CFWO.

2.  Either ...
(a.)   Press  a programmable   feature key you have already  set for the desired  destination   (whether  it is an extension,   a mailbox   or a department)   .
. . . or ...
(b.)   Press  the Location  Key and then  dial  the desired  extension,   mailbox,   or department.

For instance,   to forward to extension    112  in Chicago  (location  702 in this  example),   press CFWO, press the Chicago  Location  Key and then dial  1   1  2.
Alternatively,    you could  press CFWO  and  dial  7 0 2 1   1  2 -   i.e.,  702 (location)+    112 (extension).

3.   To cancel  call forwarding,   press CFWO.

 

Note (for either  phone):
Incoming   calls that  are forwarded when  the  remote  location  extension   is busy  or does  not answer  will be sent to the  call-forwarding   destination   of the  original   extension's    mailbox.   If you  regularly   forward  to a particular   remote  location   extension,   you  should   also  assign  your  mailbox  to a Virtual   Mailbox   Key at that remote location   extension   (see "Virtual   Mailbox   Key -   remote location"   on  page H. 7 of this  document).

H.9


 User's  Guide                                                                                                                                      Using   Esi-Link   

Remote outside-line-group  access

To help reduce  long-distance   costs,  your administrator  may have allowed  remote outside-line-group    access. To dial  a phone number that is local  to the remote  office:
1.  Press  the Location  Key for the remote  office.

2. Dial  9 (or 8 or 71-76)

3.  Wait  for the second dial  tone.  Then,  when you hear it,  dial the desired  phone number.

As an example,   let's say you're in the Chicago  office and need to call a contact near the Dallas  office.  You know that  the  Dallas location  has an outside line access code of 9 and a location  number of 701. Therefore, you press the  Location  Key for Dallas (or dial 7 0 1),   dial 9,  wait for the second dial tone and-when    you hear it -   dial  the local  Dallas number.

Conferencing

You can conference   up to 15  other local  and remote  location  stations  and outside   calls.  A conference
member   station  in a remote  location  also  can  add one or two members   to an existing  conference   by using the
remote  location  conference bridge.  Additional   members  can be included;  but,  because  of potential  voice quality degradation,   ESI  recommends   that conference   bridges from  no more than two remote locations   be used for a conference   call.  To conference a remote  location  station:

1.  While currently  connected to a station  or outside  line,  press CONF.

2. Press the Location  Key and dial the extension   number for the person to be conferenced.

3.  When the person answers,  press CONF again to initiate the conference.

Note:   If you  decide  you  don't  want  to conference   this  call,  after all,  press FLASH to disconnect   the  call and  reconnect   to the  first call.

4.  To add each additional   member   to the conference (up to a maximum  of 16  total  conference members, counting  yourself),   repeat steps 1-3.

 

H.10


 User's  Guide                                                                                                                                           ACO agent  operation   

ACD agent operation


(Notavailable on the legacy 12-KeyFeature Phone.)

Important:   You  are being   assigned   a special  feature  not  explained    in the  regular   station   User's Guide or tutorial.   Be sure  to get your  ACD department number from the  system  administrator.

An ACO1  department  is made  up of agents  who,  when logged   on, can receive  calls for that department.
Calls go to the logged-on  agent who has been idle  for the longest  time since answering  his/her last ACD  call.
If all  logged-on   agents are busy,  the ESI  system  places  the calls in a holding   queue and automatically   connects the longest-holding   call when an agent becomes  available.   While holding,   callers hear periodic  prompts   to continue to hold.  As an ACD department   agent,  you must have one of your phone's   programmable   feature  keys programmed   as an agent log-on/off  key2 (see below)  for each ACD  department   to which you're  assigned.   This key lets you manually  place  yourself  in or out of service for that  department's    calls.

Notes:   It  is  possible   to be logged  into  two departments   at once.  Consult   your  Installer   or System  Administrator    to confirm  whether   this  is available   on your  particular   ESI  system.

If no  agents  are logged  on,  incoming   calls  immediately   follow  that  department's   cal~forwarding    routing.


Programmingthe agent log-on/off key

1.  Enter  Help  mode by pressing  PROG/HELP.

2.   Press 3.  Now  Help  mode  will describe each key you press.

3.   Press each programmable    feature key to determine   the location  of the log-on/off key (the keys have been assigned  beginning  with  the lower  left-hand  programmable   feature  key).

4.   Press PROG/HELP again to leave  Help  mode.

5.  To program  a new key location  (or if one has not previously been programmed):

(a.)  Hold down the desired  programmable   feature key for at least two seconds,  to enter programming   mode. (b.)  Dial 5 plus  the department   number.
(c.)  Press  the programmable   feature key again.


'  Automatic   call  distribution.
2    This  Key is automatically   assigned  when an extension  is set up as a memt>er   of an ACD department.


1.1


 User's  Guide                                                                                                                           ACO  agent  operation   

Wrap mode

If you have paperwork  or other wrap-up  activities  after a call,  you'll  appreciate  the system's  wrap mode.  While
you're  logged  on as an agent,  pressing  the programmed   wrap key (or placing  the call on exclusive   hold)  prior to disconnecting   from  a call will set your station  in wrap mode  -   this  delays  immediate   assignment   of the next call
until you have had time  to complete  any wrap-up activities.   Press the wrap key again  to release  your station  from wrap mode  and be available   for the next call.

Notes:   The  Installer   may  have  set a maximum   allowable   wrap time. If so,  when   you're  in  wrap mode,  the
upper-right   portion   of the  display   will  show  a count-down  timer  indicating   the  amount of time  remaining    in wrap mode.  At the  expiration   of this  timer,  you will  automatically    be available   for the  next  call.

You  need  only  one  wrap key,  even  if your system  allows  you  to be logged  into  two departments   at the same  time.


Programmingthe wrap key

1.    Enter  Help  mode by pressing   PROG/HELP.

2. Press 3.  Now  Help mode  will describe  each key you press.

3.  Press each programmable   feature key to determine   the location  of the wrap key (the keys have been assigned beginning   with  the lower  left-hand  programmable   feature key).

4.  Press PROG/HELP again  to leave  Help  mode.

5.  To program  a new key location  (or if one has not been previously  programmed):

(a.)  Hold  down the desired  programmable   feature key for at least  two seconds,  to enter programming   mode.

(b.)  Dial 5 6 2.

(c.)  Press  the programmable   feature key again.

LED indicator

The LED on the agent log-on/off  key will indicate  your agent status as follows:

LED appearance         Indicated status
Solid green             Logged  on
Solid amber            In  wrap mode
Solid red               Logged  off
Flashing red            Automatically   logged  off

Note:   If you  leave  your  desk and  forget  to log  off, and  the  system  sends   a call  to your  station  that  is  not  answered, your  station  will be automatically    logged  off. You  must  log  back on,  upon   returning   to your  station,  to be available   again  for calls for that  department.

 

1.2
 User's Guide                                                                                                                          ACO  agent  operation   

Display indications

While you are logged  on,  the display  will show the department's    call status as shown below.

•     If  ou're lo     ed on but idle:
10/12  11:09  AM
Q:      0  WAIT

•     If you're  lo~ged  on and on a call,  the display  shows the Caller ID  (or line number)  and duration  of the
current call.   Toe second  line shows the Department   name  momentarily    and then  is replaced  by the number of
calls waitina in aueue and the longest  hold  time:
XYZ CO   2:13
Q:  2  WAIT 1:09

Additionally:   to help  alert  agents  that calls are in queue,   a short tone will be heard each time a new call is added to the queue.

On an  ESI  phone with a three-line display,   a soft key labeled  NXT(directly  beneath  the center of the display)  can be used  to display  additional   ACD information.   The following  examples  explain  the information   presented.
The phone  is idle.  The user is logged  into two ACD departments
1.     TECH  SUPPT SERVICE WT:00:00    NXT

 

2.   XYZ COMPANY
5552452039
SALES
Q:00
Q:00
(the one on the top line,  TECH SUPPT, is the first one the user logged-onto).    111/T (wait) shows how long  the longest-waiting   call in either  queue has been waiting.

 

A call  is ringing.  The display  shows  the Caller ID  information   and the ACD department   name  -   in this case,  SALES.

~El..P               •                                                 •                  f.$1.CfX
c::::::)    c::::::)    c::::::)    c::::::)    c::::::)

3.    XYZ COMPANY
5552452039
TECH SUPPT      HOUSTON

 

4.   XYZ COMPANY
TECH SUPPT  Q:03
WT:01:44    NXT     00:23

~El..P               •                                                 •                  f.$1.CfX
c::::::)    c::::::)    c::::::)    c::::::)    c::::::)

5.    XYZ COMPANY
5552452039
TECH  SUPPT  NXT HOU 12:03

 


(Continued)


A call  is ringing via Esi-Link  from the HOUSTONlocation  for the TECH SUPPT department   (the user may  be logged  into  either one or two ACD departments; but,  if it's  two,  the bottom  line of the display  makes  it clear  which department   is receiving   the
Esi-Link  call).


Ten seconds after the user answers the call,  his/her display shows the appropriate   department   name  and queue   into which the call  came.
Pressing   the NXTsoft key takes the user to the next display indication.

This shows the full  Caller ID  information,   along  with the location's short name  (here,  HOU).
Pressing   the NXTsoft key while this appears takes the user to the next display  indication.

 

On an ESI  phone with  a two-line  display,  tne call  duration   appears on the first  line of tne display.  On an ESI  phone with  a three-line  display,  tnecall duration  appears on tne third  line  of tne display.


1.3



 User's  Guide                                                                                                                           ACO  agent  operation  
6.    TECH SUPPT SERVICE WT:03:15    NXT

Q:00
Q:02
This shows how many  calls are queued in the two ACD
departments   where the user is logged  on.  A wait  (WT)
countdown  timer indicates  the length  that the longest-holding    call has been holding.
Pressing the NXTsoft key while this appears takes the user to the next display  indication.
This shows the wait time for current calls  ACD departments   where
7.   TECH SUPPT 01:04
SERVICE    03:15
NXT   WAITING
the user is logged  on.
Pressing the NXTsoft key while this appears takes the user back to display   indication  4,  above.

 

8.   12/18 11:00  DAY NEW   1  OLD  0
NXT

 

9.   TECH SUPPT
LOG ON     06:21
WRP:12:03   NXT   TOTALS
The phone is idle.  The user is logged  onto two A CD departments but has summoned the nonnal idle  display   shown here by pressing the NXTsoft key from the ACD idle  display   (display indication   1,  above).

Pressing the NXTsoft key while this appears takes the user to the next display  indication.
This shows total  log-on  time (in hours and minutes)  and wrap time since the last log-on.   Pressing  NXTagain will show log-on  totals
for the second department.   After all of these have appeared, pressing  the NXTsoft key returns the user to display   indication   1 (page  1.3).

11.

9/10 12:22 PM SERVICE     Q:00
WT:00:00    NXT

 

9/10 12:22 PM SERVICE     Q:02
WT:01:12    NXT WRP:03:22
The phone is idle  and  logged  onto  a single  ACD department.
Pressing the NXTsoft key takes  the user to display  indication  9
(above).

 

The phone is idle,  logged  onto a single  ACD department,   and  in wrap mode.
Pressing the NXTsoft key takes  the user to display  indication  9
(above).

12.

TECH SUPPT SERVICE

Q:01
Q:02
The phone is idle,  logged  onto two ACD departments,   and in wrap mode.   The display  shows  what currently is the longest  wait time for either department.   The wrap mode  applies to both  departments.
WT:01:12    NXT WRP:03:23
Pressing the NXTsoft key takes  the user to display  indication   9
(above).

 

While  logged on: no DND,  monitor mode,  call forward, or programming
While you are logged  on as an agent,  the system  will deny your station  the ability to place  your phone in DND  or monitor   mode  or to call-forward   calls.

When you log  off,  your station  returns  to normal  regarding these  capabilities.

Call waiting

While you are logged  on as an  agent,  calls routed  to you as a member   of an ACD department   will not call-wait  to your station.  However,  calls  that have dialed  your extension   number directly will call-wait.

1.4
 User's  Guide                                                                                                                           ACO  agent  operation   

ACD administrator key

Setting  a programmable   feature  key to be an ACO administrator   key allows a user to view  the call  activity  of an ACD group.  Set a programmable   feature key with 5 6 3 and the ACD  department   number (for example,   5 6 3 2 9 0), and then  press the key.  It will glow  green and the bottom   line of an ACD  group's   display  will appear until  you press the key again.

To program   an ACD  administrator   key:

1.  Hold  down the desired  programmable   feature  key for at least  two seconds, to enter programming   mode.

2.  Press 5 6 3 followed  by the ACD  department   number.

Note:  If you cont  know the  department   number,   contact  your  System  Mministrator.

3.   Press the same  programmable   feature key again.

 

Notes:   While  you're  logged  on,  your   phone's    display   will show  the  department's   call  status  (see "Display indications,"    page 1.3);  however,   department   calls  WON'T be directed  to your  extension.

The  number of ACD administrator    keys  which  can  be programmed   per department    depends   on which   ESI
system  you  have:
-   One  per department    on  an  ESl-50.
-   Two per department    on an  ESl-100.
-   Four  per department on an  ESl-200.
-   Eight  per department    on  an  ESl-600 or ESl-1000.

The  department   call  display   takes priority  aver most other  displays,   such  as voice  mail  or user  programming. If you  must  see display   information   while  playing   voice  messages,   log  off from  the ACD department   first.


1.5
 User's  Guide                                                                                                                                    Analog   stations   

Analog stations


If your station  has been installed  as an analog  station,  it will be able  to use only a standard-type telephone. Because  the phone isn't  integrated to the phone  system  (like the ESI  phones),   its operation   and capabilities  will
be different.  1

Note:  The following   ESI system  features  are not available  to analog   stations:
•  Account  codes.
•  ACD agent  or administrator   features.
•  Call  forwarding.
•  Call-forwarding/no-answer.
•  Call  recording.
•  Caller   ID  key.
•   ONO.
•   Esi-Dex.
•   Exclusive   hold.
•  Overhead    paging  access (unless  overhead   paging  is  included   in  a paging  zone).
•  Redial  from voice  mail.
...  as well  as other  optional   features  described   in  "Special   keys" (page F.1  ).


lip:   To use  a non-ESI   cordless  phone  in conjunction  with  an  ESI phone,   program  a programmable  feature  key (or use  CFWD) to easily  forward  calls to the  cordless  phone  when  out of your  office.  Have the  Installer   program the  cordless  phone's   station  programming   to forward unanswered   calls  to your  ESI phone's   mailbox.


Using FLASH

A flash-hook,   or FLASH  -   a momentary   break in the connection  -   is required to perform many  of the station operations   below.  You can generate a FLASH  by momentarily   depressing   the hook switch (or,  if your phone
is so equipped,   press the special  key on your phone).

Caller ID

If you subscribe to Caller ID  from your telephone   service provider,  the Caller ID  display  will show an outside caller's name  and/or  number.  2 In some  instances,   the service provider  can send only a general  caller status - such as UNAVAILABLEP,  RIVATEo, r NO DATA SENT.

On internal  station-to-station  calls,  the Caller  ID  display  will show the extension  number  as the calling  number,  and the station  name  as the caller's name.   On Esi-Link  calls,  the Caller  ID  display  will show the location  number and extension   as the calling number,  and the remote  location's  station  name  and "short name'3   as the caller's name.

Note:   Caller  ID  will  not display  with  call-waiting.


Placing calls

When you first lift the handset  you will hear internal   dial  tone.  Dial  9 (or 8 or 71-76) to access an outside  line and dial  the number.   To place  an internal  call,  simply dial  the extension   number,  department number,  etc.

 

If you're not sure about tne installation of your station, contact your administrator.
If you don't subscribe to Caller 10, tne display will snow Qnstead of tne caller's name or number)wncn line is receiving tne call. For example, tne Installer mignt nave programmed "DAL" as tne snort name for a remote IOcation in Dallas.


J.1


Downloaded from www.Manualslib.com manuals search engine
 User's  Guide                                                                                                                                    Analog  stations  

Transferring calls

Transferringoutside calls

While connected to an outside   call,  FLASH  and dial  the extension   number.   Hang  up immediately    to perform  a blind transfer;  or,  to perform a supervised   transfer,  wait until the called person answers,  announce the caller, and then hang  up.  If the transferred-to   person  does not answer,  FLASH  to be reconnected   to the original   caller.

Transferringa call to a mailbox

To transfer  an outside  caller to another  user's  mailbox,  FLASH  and dial#   and the mailbox  number.  You and the caller will be connected   to that user's personal  greeting.  You may  choose to hang  up immediately   or listen to a portion  of the personal  greeting  to assure yourself  that you have placed  the caller  into  the correct mailbox.
If not,  FLASH   to exit  the mailbox   and be reconnected   to the original   caller.

Note:    Regardless   of when   you  hang  up,  the  caller  will  hear  the  entire  personal   greeting.   To insure   the  privacy of the  message,   you  will  automatically   be disconnected    at the  record tone.


Transferringa call to the main greeting

To transfer an outside   caller to the main  greeting,   FLASH,   dial#   and hang up.

Transferringa user to his/hermailbox

To transfer to his/her  mailbox   a user who's  calling  from  the outside  to pick  up messages,   FLASH,   dial      ,   and the appropriate mailbox  number  and hang up.

Conference  calling

To create a conference  call:

1.  Establish   the first call.

2.  FLASH  twice  (quickly)  to place  the call on hold.

3.   Place  a second call as you normally  would.

4.  Once connected  to the second  call,  FLASH  again  to connect  all of you together.

Notes:   To add an  additional   member  to the  conference,   FLASH   once  and then  repeat steps  3-4.

A single   conference   can contain   a maximum   of 16  members.

To remove  or disconnect  a conference  you're in, just hang  up (disconnect). To cancel  adding  someone   to a conference,   hang  up if:
•     The phone is ringing   the add-in  member's   number.
•     The add-in  member   answers   the call (you will have only  the option to disconnect).
•     You're routed   to a voice  mailbox  (if it's a station-to-station   call).

In  all cases,  when the analog  station  disconnects   to cancel  the add-in  member,  the call will ring back and connect to the original   station  or outside  line.  You will be automatically   reconnected   to the conference   when cancelling    the addition  of a member.

Note:    Once  you  FLASH  twice  to create a new  conference,   you  can't  toggle  between  calls  or transfer  a connection.
This  is the  same  when  adding   a member  to an  existing   conference.

 

 

 

 


J.2


 User's Guide                                                                                                                                   Analog  stations

Call waiting

To enable call waiting for your station,  press     XXX 5 3,  where xxx represents your analog station's extension number.  Then,  if someone calls you while you're already on a call,  you'll hear a tone in your earpiece.  FLASH to toggle between the original call and the call waiting.  To drop either call,  hang up while connected to the call to be dropped. When your phone rings, lift the handset and you will be reconnected to the other caller.

Note:    The  ESI  Communications    Server coesnt   support  call-Waiting   Caller  ID  on analog   stations.


Call hold
This is used to place external callers 1   on hold for retrieval from any station within the ESI phone system.

Putting a call on hold

While on an outside call,  FLASH and dial using;  you will then receive internal dial tone.


.  A short voice prompt will tell which line number the call is

Retrieving a call from on hold

From internal dial tone,  dial            and the line number where the call is on hold. Dial              O  to answer the oldest held call in the system.

Hold recall

If a held call is not retrieved during the period of time (set by the Installer),  it will recall to your phone if your station is idle.  You will hear three short ring tones.  Lift the handset; you will be connected to the held call.

If you are on a call when the recall occurs, you will hear a call waiting tone.  To toggle between the two calls, FLASH (or hang up, wait for ring,  then answer).

Paging

This function allows for paging through an overhead paging system and/or designated available phone speakers. Press# and  O to access all available stations.
Press#  and 1,  2, 3, 4, 5, 6, 8 or 9 to access a programmed paging zone.

Note:    A page  will  not be sent to the  speakers   of phones   in  use.


lip:   To page for pick  up  of an  outside   call,  put the  caller  on  hold  by  dialing   FLASH                    . A voice prompt  will indicate   the  line  number.   Then   page  the  person   and  announce   the  line  number   for retrieval.
For example:   "John,  you have a call on line 1. John,  pick up line 1, please"


Call pick-up

A call ringing at another station can be picked-up by pressing    and dialing the extension number.  Dialing      O
will answer the longest ringing outside call.

 

 

 

 

 


I    An analog stanon can't put an internal  call on hOld.


J.3


 User's  Guide                                                                                                                                    Analog   stations   

Voice  mail operation from an analog station

The ESI  system  will provide accurate and timely  messages.   Others  will become  more  comfortable   leaving  you voice  messages  if you pick-up  and respond  to your messages  promptly.

Personalgreetings

Initially,   your mailbox   has a generic greeting:   "You have reached the mailbox for extension  xxx, dial zero to reach the operator or begin recording at the tone. "You can  record up to three different personal  greetings in your own voice  indicating  your availability   to return calls.   Here are some  examples:

Sample greeting 1:

Hi, this is [name]. I'm away  from my desk or on the phone right nos; so please either dial zero to reach our operator,  or leave me your name, number and message at the tone and I'll get back to you as soon as I can.
Sample greeting 2:

Hi, this is [name]. I'm out of the office.  You may dial 1 2 2 for my assistant  or, if you prefer, you may leave me a voice message at the tone -   I'll check in regularly-   or, if it's important,  dial 4 now to reach
me on my cell phone or dial 2 now to leave me an urgent message that IV ill page me automatically    1
Sample greeting 3:

Hi, this is [name]. I'm away  from my desk at the moment. To have me paged,  dial 3. To reach the
operator,  dial zero.  Otherwise,  leave your name and phone number at the beep so I can return your call.'

Following   is a list of options  that you may  wish to include  in your personal  greetings:

Option        Instruction
0           To reach  the  operator
1                To skip  directly  to the  record tone  (or "beep")
2           To mark this  message as urgent  (see  "Urgent   messages,"   page D.10)
3           To page (internally)    the  person  for whom  the  caller  is  leaving   a voice  mail  message
4           To perform  off-premises   "reach-me"   (see  "Off-premises    'reach-me,"'    page D.3)2
8           To the  main  greeting   (if your  system  is  using  the  auto  attendant)
xxx     An  extension   number  of another   user

Note:   Option   3 is  available   only  when   personal   greeting   3 has  been recorded;  and  option   4 is  available   only when   personal   greeting   2 has  been  recorded.


Shortcut:   When  leaving   a message in  another   mailbox,   press 1 during   the  personal   greeting  to advance   directly  to the  record  tone  without   having   to listen  to the  remainder   of the  greeting.

You can  change the personal  greetings as often as necessary  by recording  over a previously  recorded personal  greeting.

Warning:   Deleting   your personal  greeting  will  not revert to the  initial   default  greeting,   but will turn off your  mailbox.


Message waiting indication

If you have new messages,   you will hear a short prompt  ("You have new messages'')  followed  by internal   dial tone whenever   you lift the handset   to place  a call.  You can choose to retrieve your messages   then,  or place the call.

Note:   The ESI Communications    Server coesnt support  any visual  messag&waiting   indication   on an analog  station.

 

These sample greetings refer to certain features which may not be activated foryour extension; consult your System Administrator for additional informafion, if necessary.
If your system is using ESI PresenceManagemen~ consult the ES/ PresenceManagementUser'sGuide(ESI part # 0450-0793)to learn about
additional, special functionality that may be available to you. If you're not sure whether your system is using ESI  Presence Management,consult your SystemAdministrator. For more informafion about ESI  Presence Management,visI www.esi-estech.com.


J.4


Downloaded from www.Manualslib.com manuals search engine
 User's  Guide                                                                                                                                    Analog  stations   

Retrieving messages

You can pick up messages   from your station,  when away from the office or from another   user's  ESI  phone.

1.    Lift the handset,  and then dial       followed by your extension   number.  If calling  from  the outside,   at the main  greeting,   press     and enter your extension   number or have the operator transfer  you by pressing VOICE  MAIL,       ,   and entering  your extension   number.

2. If required,   enter your password.   the  ESI  system  will announce   the number of new and old messages and will start playback   of messages  with the oldest  new message  and continue  until all messages   and recordings   have played.

Voice-prompted   instructions   will be played  at the end of each message.   Once you've  learned  these prompts (see the chart, "Functions   available   during  analog  station  voice  mail message   retrieval")  you can proceed more  rapidly  by pressing   one of the following  keys any time  during the message  or during  a prompt.

Functions  available during analog station voice mail message retrieval

Note:   Functions   tinted  light  gray,  below,  either   change   or are not  available   when  you're  using   an  ESI  phone
(see page D.6).

Key     Function                          Description
1           Pause                              Pauses  for one  minute   or until  1 is  pressed again.
2       Hear time/date                 Pauses  the message,  plays  the time/date  of when  the message  was left and resumes.
3       Reply                               Replies  to the  originator   of a message (if from a user  in the  system).   Record  your reply  at the  tone;  press 1 to stop.You   will be returned  to your  mailbox   and the original   message.
4       Back up (rewind)              When  pressed during   message playback,   rewinds  4 seconds  for each  key press.
If pressed after the  message has  finished,   it returns   you  to the  beginning    of
the  message.
5       Access user                    Accesses user programming   menu. programming
6       Move                               Moves a copy of the  message  to other  users'   mailboxes.
You  may  move the  copy with  or with out an  intro du cti on.
After the  move,  the  system  returns  you to your  mailbox   and the  original   message.
7       Delete                                      Deletes  the  message  from the  mailbox
(see "Message   Recycle  Bin,"  page D.10).
8       Main greeting                  Goes to the main  greeting
(if your  system  is using  the built-in  auto attendant).


9        Save                                Saves the  message (it will be played   as an  old  message  the  next  time  messages are picked  up).
9  9      Save as new                   Skips  over a new  message and  leaves  it as a new  message   (i e,  it will be played as a new  message   the  next  time  you  pick  up messages).    You  must  press the  9 key twice  within  two seconds.
0       Operator                          Transfers  you to the operator.


#         Leave                               Lets you  record a message in  one  or more mailboxes.   M. the  prompt,  enter  the
a message                       desired  mailbox  number.   Press#   and  then  enter  up to 65 mailbox  numbers,   using the  phone's   dialpad   and  programmable   feature  keys.   Mailboxes   in  a department count  toward the  maximum   of 65.
To disconnect                 Always  press     before  hanging   up  (if you  press it during   playback   of a message, the  message and  any  other  unsaved  messages   will be saved).


Retrieving messages from another user's ES/ phone

Press VOICE  MAIL     and dial  your extension   number.  Follow the procedures described  on page J.5.

 

 

 


J.5
 User's  Guide                                                                                                                                    Analog  stations   

Analog station programming

After logging   into  your mailbox  (pressing       followed by the mailbox   number),  dial  5 to program.

1   Select personal greeting

Select  the desired  greeting  number:   1,  2 or 3.  The system  will prompts to re-record,   delete,   hear,  or select  as the current greeting  by pressing  #.

1    Record personal greeting

Begin  recording  at the tone; press 1  to stop.  The new personal  greeting  automatically    replaces  the previous  greeting.

Note:  Your  mailbox  will  be disabled   if no  personal   greeting   exists.


2  Delete personal greeting

When prompted,   press 2 again  to confirm  deletion.

Warning:   Don't  delete  all of your  greetings.    If you  do,  the  system  will turn off your  mailbox   until  there  is once again  at least  one  greeting.


3  Hear current  personal greeting

 

3 Call waiting

1    Enable call waiting

O   Disable call waiting

 

5 Password

The password  will apply  to station  programming,    voice  mail  retrieval   and certain  other features
(when  activated).

1    Enter new password

Your password may  consist  of 2-8 digits  followed  by# (0 cannot be the first digit).   Entering    O (zero)   as the sole  password  will turn off the password requirement.

2  Delete current  password

3  Hear current  password

4  Password security level

Select  one of the following  password levels.

Selection      Result
0           No  password   required  for access from any  phone
1                Password required   only  for remote access,  either  off-premises   or from other  stations  within  the  system
2            Password always  required

 

 


J.6
 User's  Guide                                                                                                                                    Analog  stations   

Off-premises message delivery

The ESI  phone system  can be programmed   to deliver messages   to an off-premises   phone and/or  to page
you when your voice  mailbox  receives  a message.   You can set the phone number (cell phone,   home  number,
another  extension,    etc.),   and the pager number.  You can further set the system  to deliver only messages marked  as urgent (see "Urgent  messages,"   page D.10).1

The Administrator can also  set for your station  the:

•    Number   to be called  or paged
•     Delay  period before attempting  message  delivery
•    Number   of attempts
•    Interval  between attempts  (in increments   of 30 minutes)
•    "Quiet  period"  which suspends message  delivery  for late night,  etc.

If you have programmed   both an off-premises  delivery number  and a pager number,  the system  will prompt you to choose one of the following  delivery  options:

•     Phone-only
•     Pager-only
•     Phone, then pager -Attempts   phone delivery until  the maximum   number of attempts  has been tried, then follows paging programming.
•     Phone and page at the same time
•    No  off-premises  delivery

Phone delivery

Whenever it receives a new/urgent message into your mailbox,   the system  will call the number that you have programmed   and play  the prompt  "You have messages; please enter your password. "The prompt will repeat three times  before  assuming that no one has answered and disconnecting.

Upon answering,   enter your password (if no password   is set,  you must enter 0).  You will then be connected to your mailbox   and  can proceed  with normal  message   retrieval  operation.

Note:  A"     "response    instead   of the  password  will cause the  system  to suspend   calling  until  another urgent/new    message is received.


Pager notification

Pager notification  can be programmed   to operate  as the sole  notification  method  or in conjunction  with phone delivery.

You can have the system   call and activate your external   pager whenever the first new/urgent message is left in your mailbox   and repeat the page (at the interval  programmed by the administrator)  until all new messages  have been retrieved.

Note:   Entering   or deleting   the  phone  number  that  is to be called for off-premises   delivery  or to actvate your pager  will turn the  feature  on  or off, respectively.

 

 

 

 

 

 

 

I    If pauses or other special dialing cnaracters are required in tne pnone or pager rumoer, contact tne System Administrator.


J.7
 User's Guide                                                                                                                      Analog  stations   

6  Off-premises message delivery

1    Delivery options

1   Delivery to phone number only

2 Notffy pager only

3  Call phone first, then page

4  Call phone and page at the same time

O   No off-premises  delivery

2  Phone delivery

1   Enter phone number

Enter  the phone number followed  by# (24 digits  maximum).   Oo  not include an outside line access code (i.e.,   don't add 9,  8 or 71-76)  before the number.

2 Delete phone number

Deletes  the current phone number.

3 Hear current phone number

Plays  back the current phone number.

3  Pagernotification

1   Enter pager number

Enter  the pager number followed by# (24 digits  maximum).   Oo  not include  an outside  line access code
(i.e.,   9,  8 or 71-76)  before the number.

2 Delete pager number

Deletes  the currently programmed   pager number.

3 Hear current pager number

Plays  back the currently programmed pager number.

4  Urgent message activation

1   Urgent messages only

Only urgent messages  (see "Urgent  messages,"  page J .9) will be delivered.

Note: Remember to say in your personal  greeting that callers should  press 2 to mark a message as urgent. (For more on personal  greetings, see page D.1.)


2 All new messages

Any new message  will be delivered


 User's Guide                                                                                                                                   Analog  stations   

Urgent messages

You can have all new messages  delivered as explained  in the previous discussion   or only those  marked  as urgent.  If you have enabled urgent messages as part of user programming,   you must include,   in your personal  greeting,   instructions   to the caller  to press  2 to mark  the message   as urgent.   In addition,  messages marked  urgent will be played ahead of other new messages  during message  retrieval.

9  Message Recycle Bin (un-delete)

Each  user's most  recenUy deleted  10 messages  will be stored in a Message   Recycle  Bin to allow  the user to recover messages  that may  have been deleted   in error.

The most  recently deleted  message  will be played first.  Press  9 to move  to the next message.   Press 8 to restore the message   to your mailbox   as an old message

I    Keys.   See Volume/scroll   Keys
911   calls   prohibited   on IP  phone used remotely,  G.1
ACD
Adrrinistrator   clsplay,  1.5
Agentlog~n/off  Key,  1.1
Display   inclcations,   I. 3
LED indicator,   1.2
Wrap mode,  1.2
Analog   stations
Offi)remises   delivery,  J. 7
Programming,   J. 6
Voice  mail  operationsfrom,J.4
Attendant operation.   See Operator  station
AutoPage,   D.3
Background   announce,   E.13
Background   announce Key,  F. 15
Blind transfer,  E.6,  E.7,  E.8
Broadcast   rreilbox.   See Group'broadcast   mailbox  es
Call forward  Key,  F.15
Call forwarding,   E. 10
Callforwarclng/no-answer,      E.11,   E.12
Call f orwarclng/of~premises,    E.12
Call  pick-up,   E. 16
Call  waiting,   E.13
Background   announce,   E.13
stanon-to-aaron,  E.13
Caller  ID,  E.1
Analog stations,  J. 1
Caller  ID Key,  F.16
Cascade   notification   rraaoox   programming,   D.18
Conference  calling,  E.9
Analog stations,   J. 2
EsH ...inK,  H.10
Day/night   mode,  F.14
Dial tone,  E.4
Preference,   F.13
Direct  station    selection     (DSS  1 E.6
Echo,  G.1
ESI  Mobile   Messaging,   D.11-D.13
Esi-Dex,   F.2
Adclng names to Personal   Dex,  F.4
Deleting   names  from Personal    Dex,  F.6
System speed dialing,   F.9
Esi-LinK
Conferencing,    H.1 O
Defined,   H.1
Dialing,   H.3
Hold,  H.6
Location  Keys,  H.1
Location numbers,  H.1
Paging,   H.5
Programmable   feature Keys,  H.2
Exclusive  hole!  See Hold
Expansion   Ccnsole,   A. 5, A.12
Second,  A.13
Fixed  feature  Keys,  E.2
FLASH/RDLKey,     F.1
Group/broadcast    rreilboxes,   D.17
Programming,    D.17
Guest  mailboXes
Offi)remises   delivery,   D.16
Phone  delivery,   D.16
Programming,    D.16
Hands-free  answer,  E.3
Headset Key,  F.15
Headset operation,   F.1 O
Hold,  E.14
DWference  between hold  and exclusive   hold,  E.14
Exclusive   hold
Retneving   a call,  E.15
Retneving   a held  call,  E.14
Internal   calls,  E.5
Blind  ranster, E. 8
Supeivised    transfer,  E.8
Transfernng,   E.8
IP  phone,   remote  use,  G. 1
Leaving  messages,  D.2
LEDs,  E.3
Line Keys,  F. 13
Private   line,  F.13
Live  call screening   (Message   mentor mode),  F.10
Live  outside  calls,  E.17
Live  recorclng,   D.8
Location   Keys,  H.1
Location numbers,  H.1
MailboXes
Cascade notWication,   D.1S-D.19
Manual   clay/night  mode,  F.14
Message   mentor Key,  F.15
Message   mentor mode Qive  call screening),    F.10
Message    Recycle   Bin  (un-delete),   C.8,  D.10,   D.16,   D.19,   D.21
Message   retneva,   D. 4
011-prerrises   delivery,   D.9
Urgent messages,   D.10
Message(s)    waiting,   D.4
MUTE/otrn    Key,  E.4
Offi)remises   delivery,   D.9,  J.7
Operator  station,   E. 17
Outside  calls,  E.5
Blind  transfer,  E.6,  E.7
Supeivisedtransfer,    E.7
Transferring,   E.6
Outside   clal tone preference.   See Dial tone
Paging,   internal,   E.16
Paging   through phones,  E.16
Zones,  E.16
Password,   C.5
Personal   Dex.  See Esi-Dex
Personal   greetings,   D.1,   F.10,   J.4
Personal   greeting   Keys,  F.16
Rerrinder,   F.1 O
Playback   of recorclngs.   See Live recorclng
Programmable   feature Keys,  C.2,  E. 2
Programming
Cascade notWication   mailboxes,   D.18
Group/broadcast   mailboXes,   D.17
Q &A mailboxes,   D.20
Quick  Groups,   D. 2
Quick  M<Ne,  D.8
QuickPage,    F.17
RE CORD  Key,  D.8
RELEASE Key,  F.1
Retneving    messages,  D.4,  D.6,  D.9
Ring  tone,  C.5
Ring volurre,   C.5
Scroll Keys.  See Volurre/scroll   Keys
Second Expansion   Ccnsole,  A.13
Seivic:e   observinq,    F.15
SPEAKER Key,  E.3
Speec!-clal   Keys,  C.3
Station  Keys,  C.3
Station  options,   C. 4
Ring  tone,  C.5
Ring volume,   C.5
Supeivised    transfer,  E.7,  E.8
Transfernng   an internal  call,  E.8
Transfernng   an outside  call,  E.6
Twinning,   D.14
Urgent messages,  D.10,   D.16,   J.8
User programming
Exiting  programrring mode,  C.1
Programmable   feature Keys,  C.2
Select  personal  greeting,   C.2
VIP Sotrphone,  F.18
Virtual  Answer Keys,  F.17
Virtual  Mailbox   Key,  D.7,  D.15
Voice  mail,  D.1
VOICE  MAIL  Key,  D.1
Voice  mail  programming
Cascade notWication   mailboxes,   D.18-0.19
Volurre/scroll   Keys,  E.3


www.esi-estech.com