Mitel 5230 User Manual
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Mitel 5230 User Manual

Mitel 5230 User Manual

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  • Page 1 USER GUIDE...
  • Page 2 Mitel Networks™ Corporation. The information is subject to change without notice and should not be construed in any way as a commitment by Mitel Networks or any of its affiliates or subsidiaries. Mitel Networks and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document.

  • Page 3: Table Of Contents

    Starting the 5230 IP Appliance PDA Applications ....... . .
  • Page 4 Using Your PDA with the 5230 IP Appliance ....... . .
  • Page 5 Appendix B—Using the 5230 IP Appliance Without a PDA ......59 Customizing the 5230 IP Appliance ......... . . 59 Display Contrast .
  • Page 6 5230 IP Appliance User Guide Revision B...

  • Page 7: About Your 5230 Ip Appliance

    Applications installed on your PDA, you can, for example, make calls from your Contacts list, synchronize your data and files, view a list of your voice mails, or share files with other 5230 IP Appliance users, from either your 5230 IP Appliance, or any other 5230 IP Appliance on your network.

  • Page 8: The 5230 Ip Appliance

    Handsfree Speaker (see page 47) Volume Up (see page 11 and page 59) Volume Down (see page 11 and page 59) Handsfree microphone/mute (see page 47) Two speakers for enhanced audio. Provides the interface between a PDA and the 5230 IP Appliance. Revision B...

  • Page 9: Back View

    Headset jack RJ-22 connector. USB connector (for future use) About Your 5230 IP Appliance Message (see page 49 and page 61) Hold (see page 49) Transfer/Conference (see page 46) Cancel (use to end a call or a call making feature)

  • Page 10: Components

    Send It: lets you send files to other 5230 IP Appliance users on your network (see “Send It” on page 37). Features The 5230 IP Appliance lets you use all the other features and applications of your PDA, and acts like the PDA’s synchronization cradle. You still can, for example,: •...

  • Page 11: User Types

    14 for more information. Both types of users can also be Guest Users on any 5230 IP Appliance other than their own, or on which they are not logged on. Guest users can only use the extension number and features programmed on the set they are using, and cannot change any of the phone’s...

  • Page 12: Tips For Your Comfort And Safety

    Adjusting the Viewing Angle The 5230 IP Appliance has two viewing angle settings. Use the setting that is most comfortable for you. To change the viewing angle of your phone, remove the stand, and re-insert it in the alternate position.

  • Page 13: Getting Started

    Getting Started This section shows you how to set up and start using your 5230 IP Appliance. The basic steps are: 1. Install the 5230 Applications (page 8). 2. Dock your PDA in your 5230 IP Appliance (page 8). 3. Start the 5230 PDA Phone application (page 8).

  • Page 14: Installing The 5230 Ip Appliance Pda Applications

    The 5230 PDA Applications are accessed via the 5230 PDA Phone application main screen. To start the 5230 PDA Phone application 1. If the application is not visible, select PDA Phone in the Start menu. The 5230 PDA Phone application becomes the active program.

  • Page 15: Exploring The 5230 Applications

    Exploring the 5230 Applications The PDA Phone Application This is the main 5230 IP Appliance PDA application. Use it to: • make and receive calls • access other 5230 Applications • set your general preferences PDA Phone Application—Main Screen ™...

  • Page 16: Making And Receiving Calls

    Making and Receiving Calls You use the PDA Phone application and the keys on the 5230 IP Appliance to make calls. They function the same way as any standard Mitel Networks IP Phone. See “Making and Receiving Calls” on page 45 for more information.

  • Page 17: Changing Pda Phone Display Options

    Switch prompts language (Set Language…). This does not change the language of the 5230 PDA Applications, only the language on the display and the softkeys (the prompts from the switch). This also changes the language on the 5230 IP Appliance display behind the PDA.
  • Page 18 Connections settings: • Notify me when PDA is connected to a guest phone. Gives you a warning when you dock your PDA as a guest on a 5230 IP Appliance (see “User Types” on page 5 for more information). •...
  • Page 19 User Type Settings If you do not set your user type, every time you dock your PDA in a 5230 IP Appliance, you will get a message asking you to set your user type. Some features are not available until you set your user type.

  • Page 20: Using A Hot Desk Phone

    Desk user (see “User Type Settings” on page 13). 1. Dock your PDA in a Hot Desk 5230 IP Appliance, and tap Connect PDA. 2. In the HotDesk menu, select Login. The Hot Desking login screen is displayed (if you set your PDA to automatically login—see “Launch, Call Notification and Hot Desk...

  • Page 21: Using The 5230 Feature Keys Application

    • Other Telephony Features (page 23) Reminder: You must tap the Connect PDA softkey in the PDA Phone application every time you dock your PDA in a 5230 IP Appliance! About the Feature Keys Application Examples of Feature Key Pages You can have up to 15 category pages of Feature Keys, with 10 keys per page, all configurable to your preferences (see “Category Pages”...

  • Page 22: Application Modes

    Edit: Used to program/edit Feature Keys. You can edit Feature Keys in offline mode. • Run: Used to invoke features. You must be docked in a 5230 IP Appliance with the PDA Phone application running to be in Run mode.

  • Page 23: Category Pages

    Category Pages List To select a category page 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. Tap on the name of the current category page (top right) to open the drop down menu.

  • Page 24: Call Forward Feature Keys

    5230 IP Appliance User Guide To rename a category page 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. Tap on the name of the current category page (top right). 3. Tap Edit Category….

  • Page 25: Call Forward Profiles

    To use (activate) a Call Forward Feature Key 1. Dock your PDA in a 5230 IP Appliance. 2. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 3. Make sure you are in Run mode.
  • Page 26 5230 IP Appliance User Guide 6. Enter a label for this call forward profile (for example, “Forward to cellphone”). 7. Tap Define Forwarding Settings…. The forwarding settings window opens. Define Call Forward Setting Window 8. Select the desired Call Forward option: •...

  • Page 27: Other Call Forward Settings

    • Call Forward I Am Here (CF-I Am Here): Use to forward calls from a remote station to the current 5230 IP Appliance. When programming, you must enter the number of the station from which the calls are being forwarded.

  • Page 28: Speed Dial Feature Keys

    To use a Speed Dial Feature Key 1. Dock your PDA in a 5230 IP Appliance. 2. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 3. Make sure you are in Run mode.

  • Page 29: Other Features Keys

    Note: When using a Feature Key, you may hear tones and see characters on your 5230 IP Appliance while the Feature Keys application transmits the information to the switch. This is normal. Using the 5230 Feature Keys Application Speed Dial Window •...

  • Page 30: Account Codes

    000 to 999. You can program a Feature Key with an account code for convenience. To use an Account Code Feature Key during a call 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. Make sure you are in Run mode.

  • Page 31: Call Pickup

    To pick up a call using a Call Pickup Feature Key 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. In the Modes menu, select Run.

  • Page 32: Callback

    Callback notifies you as soon as the internal extension number you are trying to reach is free. To request and answer a Callback 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. In the Modes menu, select Run.

  • Page 33: Campon

    Use this feature when you get a busy tone so that you can be notified when the busy party becomes available. To use Campon and Call Privacy 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. In the Modes menu, select Run.

  • Page 34: Clear All Features Feature Key

    • all your Callbacks To use the Clear All Features Feature Key 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. In the Modes menu, select Run. 3. Go to the desired category page.
  • Page 35 To disable Do Not Disturb, tap the DND-Cancel Feature Key. To enable/disable Do Not Disturb for a remote station 1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on page 8). 2. In the Modes menu, select Run.

  • Page 36: Headset

    To disable headset operation, tap the Headset Off Feature Key. Note: We recommend you disable your headset before removing your PDA from the 5230 IP Appliance. If you do not, you may have problems making calls without the PDA. Note: You can set the Headset On feature to automatically disable your headset when you undock your PDA, but you will have to re-enable your headset the next time you dock your PDA.

  • Page 37: Using The Other 5230 Applications

    Mitel toolbar. • Select Call History… in the View menu. 2. If your PDA is not docked in a 5230 IP Appliance, you will get a message asking you if you want to work offline. • To work offline, tap Yes. While working offline, some features are not available (unavailable features are greyed out).

  • Page 38: Updating Your Call History

    5230 IP Appliance User Guide Updating Your Call History The telephone switch keeps data on all the calls you make and receive. When you update your Call History, you get the information on the calls you’ve made since you last updated your Call History.
  • Page 39 2. Select a call in the list, then select View Details… in the Tools menu (you can also tap and hold the call, and select View Details…). Call History—View Call Details 3. To return to the Call History main screen, tap Exit. Using the Other 5230 Applications ™ ), outgoing call ( Revision B œ...

  • Page 40: Manipulating A Call History Item

    5230 IP Appliance User Guide To view Contact information for a caller/recipient 1. Start the Call History application (see “Starting the 5230 PDA Phone Application” on page 8). 2. Tap a call to select it. 3. In the Tools menu, select View Contact…. The Contacts information on the caller/recipient is displayed.

  • Page 41: Contacts Tools

    Use this to enter Contact information when programming a Feature Key (see “Using the 5230 Feature Keys Application” on page 15). Add to Send It Use this to send Contact information to another 5230 IP Appliance user (see “Send It” on page 37). To add a contact to the Send It outbox 1.
  • Page 42 5230 IP Appliance User Guide To dial by contacts 1. Start your Contacts application. OR Start the Dial by Contacts application (see ”To start the Dial by Contacts application” above) 2. Tap and hold the contact you want to call, and select Dial… (you can also select the contact and choose Dial…...

  • Page 43: Send It

    PDA in a 5230 IP Appliance! While on a call, you can send data to another PDA docked in a 5230 IP Appliance on your network. Sending a file does not interrupt the call, but you cannot use PDA applications while the file is being transmitted.
  • Page 44 5230 IP Appliance User Guide • To add a contact to the Send It outbox, open your Contacts, tap and hold the desired contact, and select Add to Send It (also available in the Tools menu). The contact is copied to your Send It outbox.

  • Page 45: Visual Voice Mail

    Work Offline button. • To exit the Visual Voice Mail application, tap the Exit button. If your PDA is not docked in a 5230 IP Appliance, you will get a message asking you if you want to work offline. •...

  • Page 46: Updating Your List Of Voice Mails

    • Start the Visual Voice Mail application (see “To start the Visual Voice Mail application” on page 39) while docked in 5230 IP Appliance. To manually update your list of voice mails 1. In the Visual Voice Mail application Tools menu, select Logout.

  • Page 47: Viewing And Listening To Voice Mails

    The date and time the call was received. To change the viewing criteria 1. Tap the criteria pull-down menu, and select the desired criteria. • • Urgent • • Saved 2. The new setting is saved automatically. Using the Other 5230 Applications Revision B...
  • Page 48 2. In the Messages menu, select Play… (you can also double-tap the call, or tap and hold the call and select Play…). The Visual Voice Mail application accesses your voice mailbox, the 5230 IP Appliance plays the message in handsfree mode, and the Play window is displayed.
  • Page 49 To return a call 1. Select the call you want to return. 2. In the Messages menu, select Dial…. The call is dialed (see “Dial by Contacts” on page 35 for more information). Using the Other 5230 Applications Revision B...
  • Page 50 5230 IP Appliance User Guide Revision B...

  • Page 51: Making And Receiving Calls

    Call Making Features (page 46) Operation of the 5230 IP Appliance This section shows the basic steps to make and receive calls with your 5230 IP Appliance. Other call making features are detailed in “Call Making Features” on page 46.

  • Page 52: Call Making Features

    Note: If the call is unanswered, the call returns to your extension number. To transfer a call to a party already on hold Note: You need at least two line appearances on your 5230 IP Appliance to use this feature.

  • Page 53: Conference Call

    Conference Call Note: To make a conference call with external parties, your phone must be configured to do so by your Administrator. To add a party to a call already in progress 1. While on a call, press the 2. Call the party you want to add to the call (use any call making feature). 3.

  • Page 54: Headset Operation

    Headset Operation Note: We recommend you disable your headset before removing your PDA from the 5230 IP Appliance. If you do not, you may have problems making calls without the PDA. Note: You can set the Headset On feature to automatically disable your headset when you undock your PDA, but you will have to re-enable your headset the next time you dock your PDA (see “Headset”...

  • Page 55: Hold

    If the station has a line appearance for the station that put the call on hold, tap its flashing line icon. To move a call on hold to another line appearance Note: You need at least two line appearances on your 5230 IP Appliance to use this feature. 1. Tap an available line appearance button.

  • Page 56: Phonebook

    5230 IP Appliance User Guide 3. Do one of the following: • To display the time the message was sent, press/tap the More softkey. • To call the sender, press/tap the Call softkey. • To delete the message, press/tap the Erase softkey.

  • Page 57: Record A Call

    Record a Call This feature uses your voice mail system to automatically record incoming call (your system must be programmed to automatically record incoming trunk calls). Note: You may be required by law to notify the other party that you are recording the conversation.

  • Page 58: Swap

    5230 IP Appliance User Guide Swap While on a two-party call, you can call a third party, and switch from one call to another. At no time during the use of this feature can the two parties converse together. To call another party while on a call 1.

  • Page 59: Appendix A-Additional Information

    Using Your PDA with the 5230 IP Appliance Charging the PDA You can connect your PDA charger to the 5230 IP Appliance (see the illustration “5230 IP Appliance Connectors” on page 3). Every time you dock your PDA to a 5230 IP Appliance with a PDA charger, your PDA recharges itself automatically (just as it does with the synchronization cradle that came with your PDA).

  • Page 60: Installing/Upgrading The 5230 Ip Appliance Applications

    Note: To synchronize your PDA with your computer, that computer must be on the same network as the 5230 IP Appliance you are using. 1. Once the 5230 PDA Phone application is connected with the network (date and time shown on display), open the ActiveSync application.

  • Page 61: Changing The Personality Module

    Changing the Personality Module If you change your PDA to another model, or if you inherit a 5230 IP Appliance from someone with a different PDA model, you will probably need a new Personality Module before you can use the your PDA with your 5230 IP Appliance. Talk to your Mitel Networks vendor to find out which Personality Module you need for your PDA model.

  • Page 62: Using The Canonical Dialing Format

    To connect a local power supply 1. Plug the power supply in a suitable power outlet. 2. Connect an RJ-45 (Ethernet) cable between the LAN connector at the back of the 5230 IP Appliance and the phone connector of the power supply.

  • Page 63: About Canonical Format

    • any formatting characters in the Subscriber Number (hyphen, period) are ignored. If you have telephone numbers in canonical format in your Contacts, make sure that your PDA’s Dialing Locations are set correctly. Otherwise, your calls may reach unexpected destinations! Setting the PDA’s Dialing Locations...
  • Page 64 5230 IP Appliance User Guide Revision A...

  • Page 65: Appendix B-Using The 5230 Ip Appliance Without A Pda

    Appendix B—Using the 5230 IP Appliance Without a PDA Customizing the 5230 IP Appliance Display Contrast When using the 5230 without a PDA, you can adjust the contrast of the 5230 IP Appliance display. To change the 5230 IP Appliance display contrast •...
  • Page 66 5230 IP Appliance User Guide To access the Desktop Tool 1. Open Internet Explorer (5.5 or greater). 2. Enter the Desktop Tool URL in the Address field (see your Administrator for this URL), then press the Enter key. 3. Enter your user name and password in the login screen, then select OK.

  • Page 67: Call Forward Profile

    3. In the feature list box, select Change Set Language. 4. In the language drop-down list, select the language you want. 5. Select OK. Your 5230 IP Appliance display is now in the new language you selected (there may be a slight delay).

  • Page 68: Hot Desking

    2. Press the Login softkey. 3. Enter your Hot Desk User Extension Number 4. Press the OK softkey. To Log Out of a Hot Desk 5230 IP Appliance Note: You can only log out when the phone is idle. 1. Press the HotDesk softkey.

  • Page 69: Call Forward Override

    Appendix B—Using the 5230 IP Appliance Without a PDA Call Forward Override Use this feature to prevent your call from being forwarded by another station. To override a remote station’s call forward 1. Dial the Call Forward Override FAC. 2. Call the extension number of the remote station. The remote station will ring, and your call will not be forwarded.

  • Page 70: Hold

    5230 IP Appliance User Guide Hold To retrieve a call on hold from another station • Dial the Call Hold Remote Retrieve FAC, then the number of the station that put the call on hold. Personal Speed Dial You administrator can allocate you up to 100 Personal Speed Dials, in sets of 10.

  • Page 71: Trunk Flash

    Appendix B—Using the 5230 IP Appliance Without a PDA Trunk Flash Use this feature to access Centrex features (if available) while on an outside call. To flash a trunk while on an outside call 1. Tap/press the key. 2. For a single flash, dial the Trunk Single Flash FAC. OR For a double flash, dial the Trunk Double Flash FAC.
  • Page 72 5230 IP Appliance User Guide Revision B...

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