ShoreTel 530 User Manual
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ShoreTel IP Phone 530/560/560g
User Guide
September 28, 2015

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Summary of Contents for ShoreTel 530

  • Page 1 ShoreTel IP Phone 530/560/560g User Guide September 28, 2015...
  • Page 2 Printed in the United States of America. Contents of this publication may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without prior written authorization of ShoreTel, Inc. ShoreTel, Inc. reserves the right to make changes without notice to the specifications and materials contained herein and shall not be responsible for any damage (including consequential) caused by reliance on the materials presented, including, but not limited to typographical, arithmetic or listing errors.
  • Page 3: Table Of Contents

    Chapter 1 ShoreTel IP Phone 530/560/560g ....... . 5 GETTING STARTED ......... . 7 Your Phone’s Display .
  • Page 4 Parking and Unparking Calls ....... . 38 SHORETEL CONNECT CLIENT SOFTWARE ..... 39 WEB ACCESS .
  • Page 5: Shoretel Ip Phone 530/560/560G

    CHAPTER ShoreTel IP Phone 530/560/ 560g GETTING STARTED....................Your Phone’s Display.................... Guide to Status Icons.................... LOGGING IN......................MANAGING CALLS – BASIC FEATURES ............... Placing Calls ....................... Answering Calls ....................Answering Additional Calls ................. Transferring a Call ....................Making a Conference Call ..................
  • Page 6 ShoreTel IP Phone 530/560/560g Logging In from Another Extension ..............Logging In from an External Phone ..............Leaving a Message and Message Options ............OPTIONS ........................Changing Availability State and Forwarding ............Changing Automatic Off Hook Preference............Changing Ring Tone ...................
  • Page 7: Getting Started

    Note This User Guide also applies to IP 530 Phone. The older 530 model has three plain custom keys while the IP 560/560g models have six custom keys with LEDs embedded Your Phone’s Display Your ShoreTel IP phone's display shows your name and extension, Availability state, call appearance, monitored extensions, calls, duration of call, voice messages, date and time, soft key functions, and your phone’s operating status.
  • Page 8: Guide To Status Icons

    Guide to Status Icons Guide to Status Icons Your ShoreTel IP phone offers icons to help indicate the operational state of the device. The table below provides information about these icons, as well as additional information about the LED colors and blink patterns associated with the various operational states.
  • Page 9 ShoreTel IP Phone 530/560/560g Guide to Status Icons Blink LED Color and Icon State Icon Blink Pattern Extension Monitor States Idle Orange Idle and DND Steady on Idle and Message Waiting Orange Idle, Message Waiting and Steady on Green Offering Call...
  • Page 10 ShoreTel IP Phone 530/560/560g Guide to Status Icons Blink LED Color and Icon State Icon Blink Pattern Extension Monitor States Orange Picked up Monitored Ext. 200ms on, 100ms Call and Held + Monitor Ext off, on Active Call 200ms on, 500ms off Orange Picked up Monitored Ext.
  • Page 11: Logging In

    ShoreTel IP Phone 530/560/560g LOGGING IN Blink LED Color and Icon State Icon Blink Pattern Feature Key With Extension Target States Orange Steady on (Dial/Transfer Mailbox Steady on Only) MWI Green (Pickup, Pick/Unpark, 1000ms on, 1000ms Pickup NightBell Only) Offering...
  • Page 12: Managing Calls - Basic Features

    You are now logged in. Your phone can receive calls, and you can check for new messages. With appropriate permissions (set by your system administrator), you can log into any ShoreTel IP phone on your network to assign your extension to that phone.
  • Page 13: Answering Calls

    To end a call, press the Headset button again. The figure below shows the information that appears on your ShoreTel 560/560g IP phone when an outbound call is placed. Note that the soft key functions at the bottom of the window are different from those that appear when the phone is idle –...
  • Page 14: Answering Additional Calls

    ShoreTel IP Phone 530/560/560g Answering Additional Calls To answer the call, do one of the following: Using the Handset To answer a call, pick up the handset when the phone rings. To end a call, hang up the handset. Using the Speakerphone To answer a call, press the Speakerphone button .
  • Page 15: Transferring A Call

    ShoreTel IP Phone 530/560/560g Transferring a Call If you receive an incoming call while you are on another call, you will hear a beep on the call. To Hold answer the incoming call and put the current call on hold, press the Hold button .
  • Page 16: Using The Intercom

    The Intercom function allows you to connect with another party without ringing the party through a call line. Both you and the recipient must be using a ShoreTel IP phone and have permission to use this feature (set by your system administrator). To intercom another party:...
  • Page 17: Audio Controls

    ShoreTel IP Phone 530/560/560g AUDIO CONTROLS Use the Scroll button to select the number you want to call, then press the Dial soft key. (You can also press the Intcom soft key to intercom an internal extension.) Arrow indicates there are more...
  • Page 18: Voice Mail

    ShoreTel IP Phone 530/560/560g VOICE MAIL VOICE MAIL A steadily flashing light on your phone’s right-most upper corner and stutter dial tone signifies that you have unheard messages. The number of unheard messages appears on the idle screen of your phone’s display by the icon...
  • Page 19 ShoreTel IP Phone 530/560/560g Logging In from an External Phone Cancel recording After addressing the message, press to mark it urgent, or simply hang up to send the message. Reply to the message Choose one of the following options: Reply with a voice message...
  • Page 20 ShoreTel IP Phone 530/560/560g Logging In from an External Phone After you are satisfied with your recording, you will be prompted to enter the recipient’s extension. At this time, you have the option to press: Additional addressing options Look up recipient by name in a directory...
  • Page 21 ShoreTel IP Phone 530/560/560g Logging In from an External Phone For more information, see Changing Availability State and Forwarding on page 24. The following states are shown: Available In a Meeting Out of Office Vacation Custom Do Not Disturb Cancel Reassign extension If you have the proper permission, you can assign your extension to any phone.
  • Page 22 By enabling Find Me, callers who are routed to your voice mail box can be instructed to press 1 and the voice mail system will call you at one of two possible numbers where you can be located. To set the Find Me destinations, use the ShoreTel Connect client. User Guide...
  • Page 23: Leaving A Message And Message Options

    ShoreTel IP Phone 530/560/560g Leaving a Message and Message Options Enable Disable Previous menu Cancel current operation Log Off Return to Auto-Attendant Transfer to Assistant Hear Mailbox Status Select this option to hear the number of unheard messages. Leaving a Message and Message Options...
  • Page 24: Options

    Changing Availability State and Forwarding Note Use the ShoreTel Connect client to configure the states with different call forwarding destinations and personal greetings. You can set one of five distinct Availability states for your extension, including four “Do Not Disturb”...
  • Page 25: Changing Automatic Off Hook Preference

     Changing Automatic Off Hook Preference ShoreTel users who frequently use a headset may want to use the Automatic Off Hook Preference feature to select which audio path (speakerphone or headset) is automatically activated when placing or receiving calls. You can control the call activity with the ShoreTel Connect.
  • Page 26: Programming Your Custom Buttons

    ShoreTel IP Phone 530/560/560g Programming Your Custom Buttons Asterisk indicates that this is the current mode. Press the OK soft key when you’ve chosen the ring you want, then press the Done soft key.  Programming Your Custom Buttons You can program the custom buttons on your IP 560/560g phone as shortcuts to operations that would normally require pressing two or three buttons to accomplish the same task.
  • Page 27: Changing The Agent State

    ShoreTel IP Phone 530/560/560g Changing the Agent State Enter an extension or external number. Then, press the Next soft key.  Press the soft key to shift the key pad between numeric and alphabet mode, and enter a  descriptive label no longer than five characters that will remind you of the new function of the custom button.
  • Page 28: Enabling Or Disabling Handsfree Mode

    ShoreTel IP Phone 530/560/560g Enabling or Disabling Handsfree Mode Asterisk indicates that this is the current mode. Press the Done soft key.  Enabling or Disabling Handsfree Mode Handsfree mode is for analog telephone users who are using headsets. Note IP phone users should instead choose the Auto Off-Hook Preference.
  • Page 29: Directory

    See those sections in this guide for more information. The Directory also lists any keypad speed dials you have configured in the ShoreTel Connect client when you press Speed soft key. To dial a number from this screen, press and hold the corresponding number on the keypad, or use the Scroll button to select an entry, then press the Dial soft key.
  • Page 30 The dialed user must be using a ShoreTel IP phone for proper operation. In addition to the fixed function key, a custom key can be programmed to invoke the intercom feature with a specific extension for quick, one-touch feature operation.
  • Page 31 Pickup – The ShoreTel system allows users with proper permission to pick up a ringing extension.  Pickup Night Bell – The ShoreTel system allows calls to route to an extension that will ring on an  overhead speaker. This feature can be convenient for off-hours when a caller needs to speak with anyone at a site.
  • Page 32: Bridged Call Appearances

    Please see Transferring a Call on page 15 for more information. Transfer to Mailbox – The ShoreTel system allows you to transfer a call directly to another party's  mailbox. Please see Diverting a Call on page 14 for more information.
  • Page 33: Silent Monitor / Barge In

    The specified user is the only call participant that can hear the initiator. A Telephony Class of Service assigns Silent Coach rights. Silent Coach can be initiated through various ShoreTel IP Phones.
  • Page 34: Shared Call Appearence

    Enter the *22 code, followed by the number of the target extension.  ShoreTel phones display softkey options while a Silent Monitor option is active. The following figure displays the ShorePhone 560 Telephone User Interface for a user that initiated a Silent Coach session.
  • Page 35: Shared Call Appearance Inbound And Outbound Calls

    Shared Call Appearance Inbound and Outbound Calls Programmable Buttons Executives and Assistant users access aBCAs and the hotline circuit from the ShoreTel Connect client or ShorePhones through programmable buttons configured for Bridged Call Appearances. Buttons for Executive Extensions are not configurable as Call Appearances.
  • Page 36: Extension Monitoring

    Additionally, you can see when the monitored extension has unheard messages by the icon. The ShoreTel 560/560g phone displays icons in the monitored extension's label area to help you determine the operational status of the monitored extension. Answering a Monitored Extension's Call...
  • Page 37: Whisper Page

    ShoreTel IP Phone 530/560/560g Whisper Page When you put a call that has come in to the monitored extension on hold, the call is parked on the owner's phone, so that either of you may pick up the call again.
  • Page 38: Toggling The Hunt Group Status

    ShoreTel IP Phone 530/560/560g Toggling the Hunt Group Status Toggling the Hunt Group Status With the appropriate permissions, you can toggle the hunt group status from busy to not busy (or vice versa) by dialing , plus the extension of the hunt group. This feature is especially useful when hunt group members are in a meeting or leave work early.
  • Page 39: Shoretel Connect Client Software

    ShoreTel's Connect client software provides a visual, information-rich interface for managing and controlling communications – both telephone calls and voice mail. The user-friendly interface lets you access all of the features and functions of your ShoreTel IP phone system, including unified messaging, point-and-click call management, customizable call-handling, and visual voice mail from your Windows-based PC.
  • Page 40: Troubleshooting

    ShoreTel IP Phone 530/560/560g TROUBLESHOOTING For more information about web access and what features are available to you, see your system administrator. TROUBLESHOOTING The voice mail system is notifying your callers that your mailbox has exceeded its limit and is Problem: unable to accept new messages.
  • Page 41: Viewing Phone Information

    ShoreTel IP Phone 530/560/560g Viewing Phone Information Your phone cannot locate the time server. Contact the system administrator. Solution: Viewing Phone Information To view information about your phone, such as IP address, subnet mask, version, and MAC address, follow these steps: With the phone on hook, press the Mute button ...
  • Page 42: Rebooting Your Phone

    ShoreTel IP Phone 530/560/560g Rebooting Your Phone Serial Number  Hardware Version  Rebooting Your Phone To reboot your phone, follow these steps: Note This should only be done at the direction of your system administrator. With the phone on hook, press the Mute button ...
  • Page 43: Extension Assignment Features

    ShoreTel IP Phone 530/560/560g Extension Assignment Features Changing Extension + password + Voice Mai l Assignment Unassign Extension + password + Voice Mai l Assignment Assign Extension to External + password + Voice Mai l Number Extension Assignment Features Transfer a call...
  • Page 44 ShoreTel IP Phone 530/560/560g Extension Assignment Features User Guide ShoreTel IP Phone 530/560/560g...

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