ShoreTel 530 User Manual
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ShoreTel® 530/560 IP Phone User Guide

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Summary of Contents for ShoreTel 530

  • Page 1 ShoreTel® 530/560 IP Phone User Guide...
  • Page 2: Version Information

    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

    The Basics of Extension Monitoring ......16 LED Color Guide for ShoreTel 560 Custom Keys....17 Answering a Monitored Extension's Call .
  • Page 4 Viewing Phone Information ....... 29 Rebooting Your Phone ........29 QUICK REFERENCE OF COMMON TASKS .
  • Page 5: Getting Started

    GETTING STARTED Welcome to your ShoreTel™ IP phone! Your phone has many unique features, including an intuitive visual interface, custom keys, quick dialer directory, call handling modes for when you do not want to be disturbed, intercom, conferencing up to six lines, and much more.
  • Page 6: Logging In

    You are now logged in. Your phone can receive calls, and you can check for new messages.You can log in to any ShoreTel IP phone on your network to change your extension assignment to that phone (see page -21).
  • Page 7: Your Phone's Display

    Your Phone's Display Your ShoreTel IP phone's display shows information about name and extension, call handling mode, call lines, monitored extensions, calls, duration of call, voice messages, date and time, soft key functions, and your phone’ s operating status. ShoreTel 560 Interface...
  • Page 8: Phone Operation

    Put the caller on hold when you are on a call (you can't accidentally hang up on a call); the key on a ShoreTel 560 blinks green. The key on a ShoreTel 560 blinks orange when a call is coming in. Monitored Extension - Your administrator may have configured some keys to let you monitor other extensions in Director's User's Personal Options page.
  • Page 9: Using The Speakerphone Or A Headset

    The call is displayed next to the first available call key, and on the ShoreTel 560, the key is lit green. If you dialed on hook, you'll also see displayed the number of calls that are on the recipient's phone (extensions only), and you’ll...
  • Page 10: Using The Directory

    Using the Directory You can use the Directory to find phone numbers on your network by pressing D i r e c t o r y , then: • Press the keys that correspond with the first few letters of the extension's owner's first or last name to have the Directory narrow the number of entries for you.
  • Page 11: Speed Dialing

    Speed Dialing Speed dial allows you to dial an extension with one touch. There are two possible ways to use the speed dial feature: • Assign a speed dial entry to a custom key on your phone (assuming there are enough free custom keys) •...
  • Page 12: Making A Conference Call

    Both you and the recipient must be using a ShoreTel IP phone and have permission to use this feature (set by your administrator in Director's Telephony Class of Service). To intercom...
  • Page 13: Redialing And Checking Missed Calls

    You can dial the recipient's number on the keypad, then press the Intcom soft key; press the HangUp soft key to hang NOTE An intercom call overrides all other call handling modes on the dialed extension. Redialing and Checking Missed Calls You can use the Redial function to dial not only the last number you called, but the last several calls you made and received, including those you missed (denoted by the...
  • Page 14: Paging

    Ring tones and the flashing red LED light in the top right corner of your phone identify an incoming call on your line. Two closely repeating rings signal an internal call; one ring signals an external call. On ShoreTel 560 phones, the call key also blinks orange.
  • Page 15: Sending A Call To Voice Mail

    To answer the call, lift the handset, or you can press the Answer soft key. You can also press . Regardless of how you answer a call, you can't accidentally hang up a call that is on hold. Sending a Call to Voice Mail When an incoming call arrives, a To VM soft key becomes available.
  • Page 16: Adjusting The Ring And Listening Volume

    Adjusting the Ring and Listening Volume Pressing on the Volume button adjusts: • The volume of your phone’ s ring while the handset is on hook, and the speakerphone and headset are off. By pressing the repeatedly, you can turn the ringer volume off. •...
  • Page 17: Led Color Guide For Shoretel 560 Custom Keys

    Both the ShoreTel 530 and ShoreTel 560 phones display icons in the monitored extension's label area to help you determine the operational status of your monitored extension. See page -7 for a guide to these icons. LED Color Guide for ShoreTel 560 Custom Keys...
  • Page 18 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. If your phone is being monitored, the call appears on your phone as if you had put it on hold yourself, as follows: The call will stay on the owner's phone for the length of time specified by the system administrator for Park Timeout before ringing back to your phone.
  • Page 19: Interacting With Calls

    To place a call on hold, press , or press the call's custom key, if available. On the ShoreTel 560 phone, the custom key blinks green. To take the call off hold, press the Unhold soft key or press the custom key again.
  • Page 20: Parking And Unparking Calls

    “Do Not Disturb” options (similar to a Night Key on some systems) that forward incoming calls to another number or to voice mail. On ShoreTel 560 phones, all keys with LEDs light orange when call forwarding is enabled. When you record a personal greeting, it is linked to the active call handling mode.
  • Page 21: Changing Extension Assignment

    Mode options include Standard, In a Meeting, Out of Office, Extended Absence, and Custom. O p t i o n s You can also select the active mode using Changing Extension Assignment With the appropriate permissions (set by your administrator in Director's Telephony Class of Service), you can assign your extension to any system phone.
  • Page 22: Adjusting The Display Contrast

    Adjusting the Display Contrast To adjust the contrast of your display, press and hold while repeatedly pressing on the Scroll button to add more or less contrast.
  • Page 23: Voice Mail

    VOICE MAIL A steadily flashing light on your phone’ s corner LED and stutter dial tone signifies that you have unheard messages. Next to the icon on your phone is the number of unheard messages you have. Logging Into the Main Menu V o i c e M a i l To log in to the main voice mail menu, press , then dial your password...
  • Page 24 Reply with a call back Return to the previous menu Hear the envelope information (time and date sent, user’s name recording) Move back While listening to a message, you may “rewind” to several seconds earlier in the message. Pause Move forward While listening to a message, you may “fast forward”...
  • Page 25 From the Main Menu, you can listen to saved messages by pressing . To interact with saved messages, press any one of the options under “Listening to and Interacting with New Messages” on page -23 (except for option 2). Mailbox Options Press to access various options for your personal mailbox, then press one of the following:...
  • Page 26 Set your password Enter your new password, followed by and repeat to confirm. Press To cancel. Disable or enable envelope information Use this option to enable recipients of your messages to hear the date and time of your message’ s delivery as well as your name. Record your name Press when you are finished recording your name, then choose from...
  • Page 27 Enable e-mail delivery with voice message attached Mark voice messages heard after e-mail delivery Change agent state Log in and assign extension Log out Log in without assigning extension Change Find Me forwarding state Your Find Me forwarding destination is a temporary number where all calls are forwarded when enabled.
  • Page 28: Troubleshooting

    TROUBLESHOOTING Problem : You hear a periodic alert ring, but can’t find any calls on your display. Solution: Your call stack is overflowing. Answer the ring and the first call will appear normally on your phone. You can also use Personal Call Manager software to manage the call stack overflow.
  • Page 29: Viewing Phone Information

    H o l d • To place a call on or off hold, press H o l d NOTE If you have several calls on hold, press twice and repeat as necessary to make the next call in the stack active and find the call you want.
  • Page 30: Quick Reference Of Common Tasks

    QUICK REFERENCE OF COMMON TASKS PHONE OPERATION Placing Calls Off and On Hook Using the Speakerphone or a Headset D i r e c t o r y Using the Directory Speed Dialing press and hold number / press custom key C o n f e r e n c e Making a Conference Call + ext.
  • Page 31 O p t i o n s + password + Logging In and Out of Workgroups Toggling the Hunt Group Status Adjusting the Display Contrast Troubleshooting Viewing Phone Information + I-N-F-O + Rebooting Your Phone + R-E-S-E-T + VOICEMAIL Logging Into Main Menu V o i c e M a i l + password + Logging In from Another Extension...
  • Page 32 Record Your Name Listen to Your Deleted Messages Remove Deleted Messages Additional Options Log Off Return to Auto-Attendant Hear Mailbox Status...

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