Mitel 5230 User Manual
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Mitel 5230 User Manual

Mitel 5230 User Manual

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USER GUIDE

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Summary of Contents for Mitel 5230

  • 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

    Installing the 5230 IP Appliance PDA Applications....... . . 7...
  • Page 4 Connecting a Local Power Supply ..........51 Appendix B—Using the 5230 IP Appliance Without a PDA ......53 Customizing the 5230 IP Appliance .
  • Page 5 Feature Access Codes ........... . . 56 Call Forward End Chaining .
  • Page 6 5230 IP Appliance User Guide Revision A...

  • Page 7: About Your 5230 Ip Appliance

    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

    Volume Up (see page 11 and page 53) Audio Device Controls Volume Down (see page 11 and page 53) Handsfree microphone/mute (see page 43) Speaker Two speakers for enhanced audio. Personality Module Provides the interface between a PDA and the 5230 IP Appliance. Revision A...

  • Page 9: Back View

    About Your 5230 IP Appliance Display Two-line display. Softkeys Used to access context-sensitive features. Stylus holder To hold your PDA stylus. Call Indicator Light Flashes when you have an incoming call. Message (see page 45 and page 55) Hold (see page 45)

  • Page 10: Components

    The 5230 Applications The 5230 Applications are the power behind the 5230 IP Appliance: • PDA Phone: lets you use your PDA as a phone when docked in the 5230 IP Appliance (see “The PDA Phone Application” on page 8) •...

  • Page 11: Documentation

    (see instructions below). • Online Help. Installed on the PDA with the 5230 IP Appliance Applications. You can access it via the Start menu like the rest of the Help files on your PDA. To download user documentation from the Mitel Networks web site...
  • Page 12 5230 IP Appliance User Guide 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 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 7). 2. Dock your PDA in your 5230 IP Appliance (page 8).

  • Page 14: Starting 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 5230 PDA Applications. Note: The Visual Voice Mail icon on the Mitel Toolbar flashes when the Message key on the 5230 IP Appliance flashes (to indicate that a new message or voice mail is waiting). Revision A...

  • Page 16: Making And Receiving Calls

    5230 IP Appliance User Guide 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”...
  • Page 17 3. In the Tools menu, select Set Home Phone…. The Home Phone window opens. 4. Tap Yes. Note: You will need to re-select your Home Phone if your 5230 IP Appliance is replaced by a new unit. To change the display language 1.

  • Page 18: What's Next

    • instructions on using basic and more advanced call making features (page 41) • additional information on using your PDA with the 5230 IP Appliance (page 49) • information on using your 5230 IP Appliance without a PDA (page 53).

  • Page 19: Using The 5230 Feature Keys Application

    • Other Telephony Features (page 21) Reminder: You must tap the Connect PDA softkey in the PDA Phone application every time you dock you 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 20: Application Modes

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

  • Page 21: Category Pages

    10 Feature Keys per page. Category pages are listed in the order they are created. 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).

  • Page 22: Call Forward Feature Keys

    5230 IP Appliance User Guide To rename a Feature Key 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).

  • Page 23: Call Forward Profiles

    To use a Call Forward Feature Key 1. Dock you 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 24 11. Tap OK, then OK again.Your Call Forward Profile Feature Key is ready to activate. Note: 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.

  • Page 25: 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 26: Speed Dial Feature Keys

    Tap Import. 8. Tap OK.Your Call Forward Setting Feature Key is ready to use. Note: 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.

  • Page 27: Other Features Keys

    Note: Not all features may be available on your system. Talk to your system administrator for more information. Note: After programming 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. Revision A...

  • Page 28: 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 29: Call Pickup

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

  • Page 30: Callback

    Callback notifies you as soon as the internal extension 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 Tools menu, select Run.

  • Page 31: 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 Tools menu, select Run.

  • Page 32: 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 Tools menu, select Run. 3. Go to the desired category page.
  • Page 33 Using the 5230 Feature Keys Application 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 Tools menu, select Run. 3. Go to the desired category page.

  • Page 34: 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. To program a Headset Feature Key 1.

  • Page 35: 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 36: Updating Your Call History

    Call History, you get the information on the calls you’ve made since you last updated your Call History. Your Call History is automatically updated when you dock your PDA to a 5230 IP Appliance and start the PDA Phone application.
  • Page 37 Using the Other 5230 Applications To view your Call History 1. Start the Call History application (see “To start the Call History application” on page 29). Call History—Main Window The icon on the left indicates the type of call: incoming call ( ), outgoing call ( ), missed call ( ).

  • Page 38: 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 39: Contacts Tools

    Feature Keys Application” on page 13). Add to Send It Use to send Contact information to another 5230 IP Appliance user (see “Send It” on page 34). To add a contact to the Send It outbox 1. Tap and hold a contact, and select Add to Send It.

  • Page 40: 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 41 Using the Other 5230 Applications To start the Send It application 1. From the PDA Phone application, do one of the following: • in the Mitel toolbar. • Select Send It… in the View menu. To send a file 1. While on a call, start the Send It application (see “To start the Send It application” on page 35).

  • Page 42: 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 43: Visual Voice Mail Properties

    You can set the following preferences for your Visual Voice Mail application: • automatically log in to your voice mailbox when docking your PDA in a 5230 IP Appliance. • view the Contacts application window when adding a caller to your Contacts.

  • Page 44: Viewing And Listening To Voice Mails

    5230 IP Appliance User Guide To manually update your list of voice mails 1. In the Visual Voice Mail application Tools menu, select Logout. 2. In the Tools menu, select Login…. 3. Enter your mailbox number and/or password (as required), then tap the Login button.The Visual Voice Mail main window opens, and your list of voice mails is updated.
  • Page 45 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 46 5230 IP Appliance User Guide To add a caller to your Contacts 1. Select the call. 2. In the Messages menu, select Add to Contacts (you can also tap and hold the message, and select Add to Contacts). The caller information is added to your PDA’s Contacts application.

  • Page 47: Making And Receiving Calls

    Call Making Features (page 42) 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 42.

  • Page 48: Call Making Features

    Note: If the call is unanswered, the call returns to your extension. 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. 1. While on a call, press the key.

  • Page 49: Conference Call

    Making and Receiving Calls 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 key.

  • Page 50: 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. To make a call using the headset 1. Put on the headset (if needed, reconnect the quick-connect plug).

  • Page 51: Hold

    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. 2. Tap the AddHeld softkey.

  • Page 52: Phonebook

    5230 IP Appliance User Guide Phonebook Use this feature to dial a number from the System Directory. To dial from the Phonebook 1. Press the Phonebook softkey. 2. Using the dialpad, enter the name of the person you want to call. You can enter just part of a last name, or a first name followed by a space and part of a last name.

  • Page 53: Appendix A-Additional Information

    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 54: 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 55: Changing The Personality Module

    Appendix A—Additional Information 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.
  • Page 56 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 57: 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 58 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. Desktop Tool Home Page 4.

  • Page 59: 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 60: Feature Access Codes

    5230 IP Appliance User Guide Feature Access Codes Feature Access Codes (FACs) are used to access telephony features using the dialpad. Note: Not all features may be available on your system. Talk to your system administrator for information on which features are available, and what are their feature codes.

  • Page 61: Personal Speed Call

    Appendix B—Using the 5230 IP Appliance Without a PDA Callback To cancel Callback requests • To cancel a specific Call back request: dial , then the extension of the party you were trying to reach. • To cancel all your Callback requests: dial the Cancel Callbacks FAC.

  • Page 62: Feature Access Codes

    5230 IP Appliance User Guide Redial Saved Number You can save a number you dialed, then redial that number at a later time. To save the last manually dialed number 1. Lift the handset. OR Press the key. OR or activate your headset.

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