Panasonic KX-UTG 300B User Manual

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Page 2: Table Of Contents
2 | P a g e Contents Installation ............................... 3 Desk Setup ............................3 Installing the Panasonic KX-UTA336 Sidecar ................7 Wall Mounting ..........................8 Location of Controls ..........................12 Provisioning Instructions ........................13 Assigning the Phone to a User using the NextOS 3.0 Beta Portal ..........13 Checking the Firmware .........................
Page 3: Installation
3 | P a g e Installation Desk Setup NOTE: If you place the display face down when you attach the stand, be sure to place a soft cloth under the display to avoid any damage. 1. Insert the catches (A) of the stand into hooks located in the unit. 2.
Page 4 4 | P a g e 1. Tilt the stand in the direction indicated while pushing the PUSH mark with both hands as shown in Figure 1-3 until it locks into the low position (B). Figure 1-3: High to Low Adjustment Adjusting from Low to High Position (Figure 1-4) Figure 1-4: Position Adjustment 2 ©...
Page 5 5 | P a g e 1. Tilt the stand in the direction indicated while pushing the PUSH mark with both hands as shown in Figure 1-5 until it locks in the high position (A). Connections for AC Adaptor/LAN/PC (Figure 1-6) Figure 1-6: Cable Connections •...
Page 7: Installing The Panasonic Kx-Uta336 Sidecar
A maximum of two Panasonic KX-UTA336 sidecars can be connected to the phone. NOTE: An AC Adaptor must be used to supply power when the Panasonic KX-UTA336 sidecar is installed to the phone. 1. Remove any devices or cords connected to the USB port.
Page 8: Wall Mounting
8 | P a g e 4. Secure the Panasonic KX-UTA336 to the Panasonic KX-UTG 300B by inserting the 2 screws supplied with the Panasonic KX-UTA336 into the rear of the Panasonic KX-UTG-300B (Figure 1-11). Figure 1-11: Secure the sidecar Wall Mounting NOTE: Make sure that the wall that the phone will be attached to is strong enough to support the phone.
Page 9 9 | P a g e 2. Fasten the wall-mounting adaptor to the base with 1 screw. 3. Connect the cables to the unit, and run the cables through the wall-mounting adaptor, as shown in Figure 1-13. NOTE: The cables can also be run from the bottom of the unit. Figure 1-13: Run cables through wall mount 4.
Page 10 10 | P a g e Locking the Handset Hook when the Phone is Wall Mounted 1. Remove the handset hook from the slot (Figure 1-14). Figure 1-14: Remove handset hook 2. Turn it upside-down (Figure 1-15). Figure 1-15: Flip hook upside-down 3.
Page 12: Location Of Controls
12 | P a g e Location of Controls Location of Controls Legend 1. Handset Hook 9. HOME 2. LCD (Liquid Crystal Display) 10. SP-PHONE (Speakerphone) 3. Message/Ringer Lamp 11. HEADSET 4. MESSAGE 12. CONFERENCE 5. VOLUME 13. TRANSFER 6. FORWARD/DO NOT DISTURB 14.
Page 13: Provisioning Instructions
3. From the main dashboard, click Add in the Devices tile (Figure 3-1). Figure 3-1: Add Device 4. If the Panasonic KX-UTG 300B was purchased from Nextiva, select Nextiva device at the top of the screen, and then select the model and MAC address of the phone in the corresponding drop-down lists.
Page 14 14 | P a g e 5. Select Panasonic KX-UTG 300B as the model from the Select model drop-down list (Figure 3-3). Figure 3-3: Select Model 6. Enter the MAC address found on the base unit in the MAC Address text box (Figure 3-4).
Page 15 8. A pop-up message appears confirming the device was successfully provisioned. Click the X in the upper-right corner of the pop-up message to close it. Figure 3-6: Confirmation Message Now you will need to assign the Panasonic KX-UTG 300B to a user. © Nextiva, All Rights Reserved...
Page 16 16 | P a g e 9. Select the user from the drop-down list to whom you want to assign the Panasonic KX-UTG 300B device (Figure 3-7). Figure 3-7: Select the User 10. Click the green Generate button under the Authentication Name text box to generate an authentication name.
Page 17 17 | P a g e 11. Select Change Password, and then click the green Generate button to generate a new password (Figure 3-9). Figure 3-9: Generate a Password 12. Click the green Finish button at the bottom of the screen. A pop-up message appears saying the user was successfully assigned to the device.
Page 18: Checking The Firmware
18 | P a g e Checking the Firmware The Panasonic KX-UTG 300B should be on Firmware 03.137. The steps below detail how to upgrade the firmware if necessary. 1. Enable the Web Configuration Utility and obtain the IP address of the phone. Select the Menu softkey, and then select Settings and press #534 on the keypad to enable embedded web.
Page 19 After logging in, the current firmware displays on the screen. First, determine which Bank the Panasonic KX-UTG 300B phone is using by viewing the Operating Bank field. Then, determine what firmware that bank contains – it should be 03.137 (Figure 3-13).
Page 20 20 | P a g e 2. Click Firmware Maintenance on the left side of the screen (Figure 3-15). Figure 3-15: Firmware Maintenance 3. Make sure that Enable Firmware Update is set to Yes, and then enter http://dm.nextiva.com:80/dms/Nextiva_Service_Provider/KXUTG300B/firmware3.117.bin in the Firmware File URL text box (Figure 3-16). Figure 3-16: Enter Firmware URL ©...
Page 21: Entering The Provisioning Server
21 | P a g e 4. Click Save at the bottom of the screen (Figure 3-17). Figure 3-17: Save Changes Entering the Provisioning Server 1. Enable the Web Configuration Utility and obtain the IP address of the phone. Select the Menu softkey, and then select Settings and press #534 on the keypad to enable embedded web.
Page 22 22 | P a g e 3. Login with admin for the username and adminpass for the password (Figure 3-19). Figure 3-19: Log In to Phone Interface 4. Click the Maintenance tab at the top of the screen (Figure 3-20). Figure 3-20: Maintenance Tab ©...
Page 23 23 | P a g e 5. Click Provisioning Maintenance on the left side of the screen (Figure 3-21). Figure 3-21: Provisioning Maintenance 6. Make sure that Enable Provisioning is set to Yes, and then enter http://dm.nextiva.com:80/dms/Nextiva_Service_Provider/KXUTG300B/ in the Provision Server text box (Figure 3-22).
Page 24: Enabling The Web Configuration Utility
24 | P a g e 7. Click Save at the bottom of the screen. After a few minutes, the phone will provision and register, which is necessary to make and receive calls (Figure 3-23). Figure 3-23: Save Changes Enabling the Web Configuration Utility 1.
Page 25 25 | P a g e 3. Using the silver navigation pad at the bottom of the phone, scroll down to the Network Settings option (Figure 3-25). Figure 3-25: Network Settings 4. Select Enter on the screen, or press the ENTER button in the middle of the silver navigation pad. 5.
Page 26 26 | P a g e 8. Using the silver navigation pad, scroll up to the Information Display option (Figure 3-27). Figure 3-27: Information Display 9. Select Enter at the bottom of the screen, or press the ENTER button in the middle of the silver navigation pad.
Page 27: Additional Setup Options
NOTE: Make sure the time zone in the NextOS 3.0 portal is correct for the user before proceeding. The Panasonic KX-UTG 300B cannot have its time changed on the local phone. Please call Nextiva Support to ensure your phone’s configuration file reflects the proper time zone.
Page 28 28 | P a g e To use speed dials, go off-hook with your phone. Enter #, followed by the speed dial number (ex. #02) to connect to the assigned phone number. If the speed dial number is lower than 10, you must enter the 0 preceding the number to create a two-digit number.
Page 29 29 | P a g e 3. Login with admin for the username and adminpass for the password (Figure 4-2). Figure 4-2: Log In to Phone Interface 4. Click the Telephone tab at the top of the screen (Figure 4-3). Figure 4-3: Telephone Tab ©...
Page 30 30 | P a g e 5. Click Flexible Button Settings on the left side of the screen (Figure 4-4). Figure 4-4: Flexible Button Settings 6. Fill in the fields as indicated below (Figure 4-5). • Type: One-Touch • Line: Line 1 •...
Page 31 31 | P a g e From the NextOS 3.0 Portal 1. For Administrators, log in to the NextOS 3.0 Beta portal by visiting www.nextiva.com clicking on the customer Login found at the top right. 2. Log in to the NextOS 3.0 Beta portal with your login credentials. 3.
Page 32 32 | P a g e 5. Scroll down and select the Routing section (Figure 4-8). Figure 4-8: Routing Section 6. Click the pencil icon to the right of Speed dial (Figure 4-9). Figure 4-9: Speed Dial © Nextiva, All Rights Reserved...
Page 33 33 | P a g e 7. Click the plus sign at the bottom-right (Figure 4-10). Figure 4-10: Add Speed Dial 8. Select the speed dial number from the Option drop-down list (Figure 4-11). Figure 4-11: Select Speed Dial Number ©...
Page 34 34 | P a g e 9. Enter a descriptive name for the speed dial in the Name text box, and then enter the phone number or extension in the Phone Number text box. Please note that special characters or spaces are not supported for the speed dial descriptive name (Figure 4-12).
Page 35: Automatic Call Distribution (Acd)
Automatic Call Distribution (ACD) The Panasonic KX-UTG 300B supports phone integration with Nextiva Call Center Pro and Nextiva Call Center Enterprise’s ACD states, allowing agents to go available and sign out of a call center from their phone’s interface.
Page 36: Basic Phone Usage
(Figure 5-2). NOTE: If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG 300B will automatically start dialing so pressing the Send softkey is not necessary.
Page 37: Making A Second Call
37 | P a g e 3. When finished, go on-hook, or press the SP-PHONE or HEADSET button to disconnect the call. NOTE: You can also disconnect the call by pressing the End Call softkey at the bottom of the screen (Figure 5-3).
Page 38 (Figure 5-5). NOTE: If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG 300B will automatically start dialing so pressing the Send softkey is not necessary.
Page 39 39 | P a g e 5. To end the call with either party, press the End Call softkey at the bottom of the screen while on that active call (Figure 5-7). Figure 5-7: End Call NOTE: Disconnecting with one party does not automatically take the other party off hold. To speak to the other party, press the Resume softkey at the bottom of the screen (Figure 5-8).
Page 40: Accepting A Call
40 | P a g e Accepting a Call 1. While the phone is ringing, go off-hook, or press the SP-PHONE or HEADSET button. NOTE: You can also press the Answer softkey at the bottom of the screen to answer a call. Doing so automatically answers using the speakerphone (Figure 5-9).
Page 41: Accepting A Second Call
41 | P a g e Accepting a Second Call 1. When you hear the call waiting tone through the handset, speakerphone, or headset, press the Answer softkey at the bottom of the screen. The first party is put on hold, and you are speaking to the second party (Figure 5-11).
Page 42: Terminating A Call
42 | P a g e 3. To end the call with either party, press the End Call softkey at the bottom of the screen while on that active call (Figure 5-13). Figure 5-13: End Call NOTE: Disconnecting with one party does not automatically take the other party off hold. To speak to the other party, press the Resume softkey at the bottom of the screen (Figure 5-14).
Page 43: Transferring A Call
NOTE: If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG 300B will automatically start dialing so pressing the Send softkey is not necessary. To cancel the transfer and return to the first party, press the Cancel softkey at the bottom of the screen, and then press the Resume softkey to resume the call with the first party (Figure 5-15).
Page 44 Send softkey at the bottom of the screen. NOTE: If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG 300B will automatically start dialing so pressing the Send softkey is not necessary.
Page 45: Conferencing
You cannot conference in the first party until the second party answers. NOTE: If you dial the full 10-digit number of the party you want to call, the Panasonic KX-UTG 300B will automatically start dialing so pressing the Send softkey is not necessary (Figure 5-19).
Page 46: Checking Voicemail
4. To add a third party to the conference, repeat steps 1 through 3 above. Checking Voicemail When you have a new voicemail message, the Panasonic KX-UTG 300B phone displays an envelope on the screen and the message waiting indicator light on the upper-right of the phone turns solid red. You will also hear a stutter when you go off-hook or press the SP-PHONE or HEADSET button.
Page 47: Directories
You will hear additional menu options after you press # to listen and rerecord the new greeting if necessary. Once you are satisfied with your new greeting, the greeting will be updated and implemented for your voicemail. Directories Remote directories are not supported on the Panasonic KX-UTG 300B. © Nextiva, All Rights Reserved...
Page 48: Call Lists
48 | P a g e Call Lists NOTE: Call lists will survive a reboot, but not a factory reset. 1. Press the Call Log softkey at the bottom of the screen. Figure 5-22: Call Log 2. Select the type of calls you want to see. Alternatively, you can select All Calls to see a list of all calls.
Page 49 49 | P a g e 3. To make a call out to an entry in the list, press the Call softkey at the bottom of the screen. Figure 5-24: Call from List 4. To clear the list of calls, press the More softkey at the bottom of the screen, and then press the Clear List softkey at the bottom of the screen.
Page 50: Missed Calls
50 | P a g e Missed Calls When there is a missed call, a red missed call icon appears next to the user’s name in the upper-left corner of the display screen, with the number of missed calls below that (Figure 5-27). Figure 5-27: Missed Call Icon Transferring to a Party on your Call List 1.
Page 51 51 | P a g e 3. Select the type of calls you want to see. Alternatively, you can select All Calls to see a list of all calls. In the example below, Missed Calls is selected to see a list of the calls that have been missed (Figure 5-29).
Page 52 52 | P a g e Conferencing in a Party on your Call List 1. While on a call, press the CONFERENCE button on the bottom-right of the phone. 2. Press the Call Log softkey at the bottom of the screen (Figure 5-31). Figure 5-31: Access the Call Log 3.
Page 53: Using Speed Dials
53 | P a g e 4. To call an entry in the list, press the Call softkey at the bottom of the screen (Figure 5-33). Figure 5-33: Call the Entry 5. After the second party answers and you are ready to begin the conference call, press the CONFERENCE button again to add the original party to the conversation.
Page 54: Changing Acd States
Figure 5-35: Select Speed Dial Entry Changing ACD States In order for a call center agent to change their ACD state from a Panasonic KX-UTG 300B phone, ACD functionality needs to be enabled on the phone using custom tags. See the section above titled Automatic Call Distribution (ACD).
Page 55: Going Unavailable
55 | P a g e Available softkey. The screen updates to show a green check mark next to your name. Any calls that are in queue could potentially route to your phone. Figure 6-2: Available Agent Going Unavailable Changing your ACD state to Unavailable (going unavailable) is typically done when taking a break or when you are away from your phone.
Page 56 56 | P a g e 2. Enter the two-digit reason code for going unavailable, and then press the OK softkey at the bottom of the screen (Figure 6-4). NOTE: Reason codes are provided to you by the administrator for your Nextiva account. If you have not been provided with any reason codes, leave the field blank and press the OK softkey without entering a value.
Page 57: Going Available
57 | P a g e Going Available When returning to your desk from a break, meeting, etc., you need to change your ACD state to Available (go available) again. To do this, press the More softkey at the bottom of the screen once, and then press the Available softkey at the bottom of the screen to go available.
Page 58: Wrap-Up
If the administrator for your Nextiva account has enabled Wrap-Up on the call center, then immediately after the last active call ends on your Panasonic KX-UTG 300B phone, the icon to the right of your name changes to reflect the new Wrap-Up status.
Page 59: Signing Out
59 | P a g e Signing Out When going to lunch, leaving for the day, etc., you need to sign out of your call center queues. To do this, press the More softkey at the bottom of the screen once, and then press the ASOt softkey at the bottom of the screen to sign out.
Page 60 60 | P a g e 3. Press the Save softkey at the bottom of the screen (Figure 7-2). Figure 7-2: Save Changes 4. Press the Back softkey at the bottom of the screen. The icon to the left of your name updates to show DND is enabled.
Page 61: Factory Reset
61 | P a g e Factory Reset From the Phone’s Menu 1. Press the HOME button on the bottom of the phone. 2. Select Settings from the menu (Figure 8-1). Figure 8-1: Settings 3. Scroll down and select Change Level from the menu to sign in as an administrator for the phone (Figure 8-2).
Page 62 62 | P a g e 4. Enter admin as the User ID and adminpass as the Password, and then press the Enter softkey at the bottom of the screen (Figure 8-3). Figure 8-3: Admin Login 5. Scroll down and select Reset from the menu (Figure 8-4). Figure 8-4: Reset Option 6.
Page 63 63 | P a g e 7. Confirm you want to factory reset the phone by selecting Yes at the bottom of the screen. After a few seconds the phone will automatically reboot (Figure 8-6). Figure 8-6: Confirm Factory Reset From the Web Configuration Utility 1.
Page 64 64 | P a g e 3. Login with admin for the username and adminpass for the password (Figure 8-8). Figure 8-8: Log In to Phone Interface 4. Click the Maintenance tab at the top of the screen (Figure 8-9). Figure 8-9: Maintenance Tab ©...
Page 65 65 | P a g e 5. Click Reset & Restart on the left side of the screen (Figure 8-10). Figure 8-10: Reset and Restart 6. Click Reset under the Factory Reset heading (Figure 8-11). Figure 8-11: Factory Reset © Nextiva, All Rights Reserved...
Page 66 66 | P a g e 7. Click OK when the pop-up message appears asking if you really want to reset the phone. After a few seconds the phone will automatically reboot. Figure 8-12: Confirm Factory Reset © Nextiva, All Rights Reserved...

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