CISCO IP PHONE MODEL 7970 & UNITY VOIC INCLUDES IPMA FOR MANAGERS & CONFERENCE CONNECTION. Getting Started Manual

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1 CISCO IP PHONE MODEL 7970 & UNITY VOIC INCLUDES IPMA FOR MANAGERS & CONFERENCE CONNECTION Getting Started Manual Getting Started... 3 Using LCD Icons... 3 Using the IP Phone Configuration Utility... 3 Tips... 3 How to use the Touchscreen Display... 4 How to Use the Handset, Speakerphone, and Headset... 5 Using the Handset... 5 Using the Speakerphone... 5 Using the Headset... 5 Adjusting the Handset, Speakerphone, and Headset Volume... 5 Customizing Phone Settings... 6 Adjusting the Ringer Volume... 6 Changing the Ringer Sound... 6 Changing the LCD Contrast... 7 Making Telephone Calls... 7 Placing a Call Using a Telephone Number... 7 Using the Intercom... 8 Answering a Call... 8 Call Waiting... 8 Ending a Call... 9 Muting a Call... 9 Placing a Call on Hold... 9 Transferring a Call Transferring a Call Directly to Voic Redialing the Last Number Dialed Parking a Call Making Calls from the Directory Viewing or Dialing Missed Calls Viewing or Dialing Received and Placed Calls Making Calls from a Corporate Directory Cisco IP Phone Model 7970 with IPMA 1

2 Using Call Forwarding Making Conference Calls Placing a Conference Call Conference Call Tips Configuring Speed Dial Buttons Using Speed Dial to Make Calls Call Management Features for Managers (IPMA for Managers) Understanding the IPMA Status Window Using the IPMA Services Menu Using your Soft Keys for Call Handling Using IPMA Manager Configuration Selecting the Default Assistant Configuring a Divert Destination Creating Inclusive Filters Creating Exclusive Filters Replacing or Deleting Filters Logging Off of IPMA Manager Configuration Conference Connection Joining a Conference Accessing Conference Connection Scheduling a Conference Inviting Others to the Conference Modifying or Deleting a Conference Viewing Scheduled Conferences Modifying Conference in Progress Logging off of Conference Connection Unity Voic Setting Up Your Voic Internally Remotely Accessing Your Voic Internally Remotely Record a Greeting Check Messages Reply to a Message Forward a Message Send a Voice Message Change Your Password Playback Volume of Message Change Your Recorded Name Cisco IP Phone Model 7970 with IPMA 2

3 Getting Started Using LCD Icons The Cisco IP Phone 7970 provides cues about its current status on the LCD screen. Often, the icons on the screen change depending on the task you are currently performing with the Cisco IP Phone. Using the IP Phone Configuration Utility The Cisco CallManager enables you to make changes to your phone using your desktop computer and a web browser. You can use this utility to configure speed dial and change your password. You can access the Cisco CallManager through the following link: Once on this site, select the Cisco CallManager Logon Page link and you will be connected to the utility. Your logon will be the same as your computer logon. The temporary password is or 50CcCd!P7u5er. Tips These tips assist you in becoming more familiar with the Cisco IP 7970 Phone: When accessing the Cisco IP Phone options, note the number listed next to the option. You can simply enter this number using the dialing pad to quickly access a feature. Your Cisco IP 7970 Phone features a high-resolution color touchscreen display. To protect the screen, use only your fingertip when pressing or tapping an item. If you have multiple functions active on your phone, you will see tabs of the active functions. This includes a tab for active calls. You can access any tab by pressing the touchscreen. The icon next to your line will indicate the status of your line and/or a call. There are different symbols to indicate that a call is connected, off hook, on hook (idle), ringing, or on hold. The more soft key indicates that more options are available in a particular menu. Press it to see the additional options. When making an external call, always dial 9+1+area code+number. Cisco IP Phone Model 7970 with IPMA 3

4 How to use the Touchscreen Display Your Cisco IP 7970 Phone features a high-resolution color touchscreen display. To protect the screen, use only your fingertip when pressing or tapping an item. To disable the touchscreen, press the display button for more than one second. When the screen is disabled, the display button will flash green and the screen will display the Touchscreen Disabled message. To enable the touchscreen, press the display button for more than one second. When the screen is enabled, the display button will be unlit. To wake your LCD display, press the display button lift the handset. To clean the touchscreen, first disable it. Clean the touchscreen with a soft, dry cloth. Note: The touchscreen feature does not enable you to select a line or the intercom. Cisco IP Phone Model 7970 with IPMA 4

5 How to Use the Handset, Speakerphone, and Headset You can place and answer calls with the handset, speakerphone, or a headset. These sections describe their use and how to adjust the volume of the call: Using the Handset To place and answer calls with the handset, simply lift the handset. To change from handset to speakerphone, press SPEAKER and hang up the handset. Using the Speakerphone To place and answer calls using the speakerphone, press SPEAKER. You can use the speakerphone with all Cisco IP Phone 7970 features. To change from speakerphone to handset, lift the handset. Using the Headset To place and answer calls using the headset, plug the approved headset into the back of the phone base and press HEADSET. You can use the headset with all Cisco IP Phone 7970 features. The Volume and Mute controls also adjust volume to the earpiece and mute the speech path of the headset. The headset activation key is located on the front of the phone. The Cisco IP Phone 7970 supports a four- or six-wire headset jack (Plantronics H series compatible is required. In addition to the headset, you will need to order the compatible cord- Product. No ). For information on the exact models supported, go to Adjusting the Handset, Speakerphone, and Headset Volume To adjust the volume on the handset, speakerphone, or headset: Step 1 To increase or decrease the volume of your handset, headset, or speakerphone, press the up or down volume button. The volume buttons adjust the volume for the currently active voice receiver. Step 2 To save the volume setting for future calls, press the Save soft key. Cisco IP Phone Model 7970 with IPMA 5

6 Customizing Phone Settings You can change various settings on your Cisco IP Phone 7970 to ensure that the ringer volume, ring sound, and LCD contrast are set appropriately for you. These sections describe the changes you can make: Adjusting the Ringer Volume To change the volume used by the ringer: Step 1 Press the volume key to hear a sample ring. Step 2 While the ring plays, press the up or down volume key to adjust the volume to the desired level. Changing the Ringer Sound To change the sound used by the ringer: Step 1 Press the settings the Select soft key. button. Scroll to User Preferences and press Step 2 Select Rings from the User Preferences menu. Press the Select soft key. Step 3 Select Default Ring and press the Select soft key. Step 4 To scroll through the list of ring types, press the scroll key. Press the Play soft key to hear the selected ring type. Step 5 When you find the ring you want, press Select and then press the Save soft key. Step 6 Press the Exit soft key three times to save your selection and exit the Settings menu. Cisco IP Phone Model 7970 with IPMA 6

7 Changing the LCD Contrast To improve the readability of the LCD, change the amount of contrast: Step 1 Press the settings the Select soft key. button. Scroll to User Preferences and press Step 2 Select Brightness and press the Select soft key. Step 3 Press the Up or Down soft keys or the volume keys to set the desired intensity of the display. Step 4 Press the Save soft key to accept your changes. Step 5 Press the Exit soft key twice to exit the Settings menu. Making Telephone Calls Placing a Call Using a Telephone Number You can place a call with the Cisco IP Phone 7970 in any of the following ways: Lift the handset and dial the number. Press the NewCall soft key and dial the number. If using a headset, press HEADSET and dial the number. To use the speakerphone, press SPEAKER and dial the number. Enter a phone number and select the Dial soft key. If you have a speed dial list, you can select the speed dial number and select the AbbrDial soft key. You can also select the line button of the line you want to use. The phone will default to the first line unless you select otherwise. Note: If you have more than one line on your phone, the phone will automatically select the first line to place the call. If you want to make a call on another line, press the hard key for that line and proceed. Cisco IP Phone Model 7970 with IPMA 7

8 Using the Intercom The Intercom key provides an internal connection between select phones (e.g. an Administrator/Dean and the Administrative Assistant). Step 1 Select the Intercom hard key. You will hear one ring and then the two phones will be automatically connected if the receiver is not on the phone. If the receiver is on the phone, the intercom call will ring. In this case, the intercom call needs to be answered manually by pressing the ringing hard key. Step 2 To exit the intercom call, press the EndCall soft key or hang up the handset (turn off the speaker if on the speaker). Answering a Call You can answer a call using the handset, headset, or speakerphone. To use the handset, lift the handset. To use a headset, press HEADSET, and press the line button of the incoming call. To use the speakerphone, press the Answer soft key or the SPEAKER button. Call Waiting The Cisco CallManager version of the Cisco IP Phone 7970 allows you to answer an incoming call while on another line. Step 1 During an active call you will hear a beep signaling an incoming call. The incoming call will be viewable on your phone screen. You may choose not to answer the call and allow it to roll over to voic . Step 2 Press the Answer soft key and your 1st line will be placed on hold. Step 3 After completing the call press Resume to be connected to the 1st line. Note: You may toggle between the two lines by using your up & down scroll button highlighting each call and pressing Resume. Cisco IP Phone Model 7970 with IPMA 8

9 Ending a Call To end a call: If using the handset, hang up the handset or press the EndCall soft key. If using the headset, press the EndCall soft key. This method also works for all speaker modes. If using the speakerphone, press SPEAKER. Muting a Call While on a call, you can mute the handset, headset, or speakerphone, preventing the party you are speaking to from hearing what you or someone else in the room is saying. To mute a call, press MUTE. To disengage mute, press MUTE again. Placing a Call on Hold While on a call, you can place the call on hold, so that the caller cannot hear you and you cannot hear the caller. You can answer other calls while a call is on hold. To place a call on hold, press the Hold soft key. To return to the call, press the Resume soft key. If multiple calls are on hold, use the scroll key to select the desired call before you press Resume. If multiple calls on multiple lines are on hold, press the line button for the line to which you want to switch and use the scroll keys to select the desired call before you press Resume. Cisco IP Phone Model 7970 with IPMA 9

10 Transferring a Call To transfer a call to another phone: Step 1 During a call, press the Trnsfer soft key. This places the call on hold. Step 2 Dial the number to which you want to transfer the call. Step 3 When it rings on the other end, press Trnsfer again, or when the party answers, announce the call and press Trnsfer. This will automatically disconnect you from the call. If the party refuses the call, press the Resume soft key to return to the original call. Transferring a Call Directly to Voic To transfer a call directly into a user s voic box: Step 1 During a call, press the Trnsfer soft key. This places the call on hold. Step 2 Dial Step 3 When you hear the Voic Auto Attendant say hello, dial the extension number of person to receive the message and press #. Step 4 Press the Trnsfer soft key quickly to send the call to the person s voic box. Note Perform steps 3 & 4 quickly to make sure that the caller transfers into the person s voic box while the greeting is playing. Redialing the Last Number Dialed To redial the most recently dialed number, lift the handset and press the Redial soft key. Alternatively, you can simply press Redial to activate the speakerphone or headset. To redial the most recently dialed number from a line other than your primary line, select the desired line button and then press Redial. Cisco IP Phone Model 7970 with IPMA 10

11 Parking a Call The Cisco CallManager version of the Cisco IP Phone 7970 allows you to store or "park" a call at a specified number and then use any other phone in the Cisco CallManager system (for example, a phone in someone else's office or in a conference room) to retrieve the call. Call Park numbers are configured by your system administrator. Step 1 During an active call, press the more soft key until you see the Park tab. Step 2 Press Park. The display shows the number to which the call is parked. Step 3 Make a note of the Call Park number and then hang up. The call is now parked at that number, allowing you to retrieve it from another phone. Step 4 To retrieve the parked call from any phone in the Cisco CallManager system, dial the Call Park number at which the call was parked. Note You have a limited amount of time to retrieve the parked call before it disconnects. Making Calls from the Directory The Cisco IP Phone 7970 maintains a directory of calls you miss, receive, and place. You can use this directory to locate numbers you want to redial. You can also use a corporate directory to quickly locate and call co-workers in your company. Viewing or Dialing Missed Calls If your phone display indicates you have missed calls, you can use the Missed Calls option on the Directory menu to view call history and call back the missed call. Step 1 Press the directories button. Step 2 Press the Select soft key to select Missed Calls from the Directory menu. Cisco IP Phone Model 7970 with IPMA 11

12 The call history for missed calls is displayed on the LCD. Step 3 If desired, click the Dial soft key to speed dial a number from the missed call list. You can also pick up the handset or press the speaker button and the number will be dialed. You might need to use the EditDial soft key to add digits to the front of the number. For example, if the call was from an outside, long-distance caller, you might need to add the digits "91" to the front of the number. Step 4 Press the Exit soft key twice to exit the Directory menu. Viewing or Dialing Received and Placed Calls The Cisco IP Phone 7970 keeps a history of all calls you make and receive, including the caller ID, time, and date of the call. You can use this information to redial a party. Step 1 Press the directories button. Step 2 Use the scroll key to select the desired call history option: Missed Calls, Received Calls, or Placed Calls. Step 3 Press the Select soft key to display the call history list. Step 4 If desired, press the Dial soft key to speed dial a number from the call history list. You can also pick up the handset or press the speaker button and the number will be dialed. You might need to use the EditDial soft key to add digits to the front of the number. For example, if the call was from an outside, long-distance caller, you might need to add the digits "91" to the front of the number. Step 5 When you are finished, press the Exit soft key twice to exit the Directory menu. Cisco IP Phone Model 7970 with IPMA 12

13 Making Calls from a Corporate Directory The Cisco CallManager version of the Cisco IP Phone 7970 can access a directory of employee names and phone numbers. You can access a corporate directory to quickly find and call a co-worker. To access a corporate directory: Step 1 Press the directories button. Step 2 Use the scroll key to select Corporate Directory. Step 3 Press the Select soft key to display the directory search options. Step 4 Use the scroll key to select the search option: First Name, Last Name, Number. Step 5 Use the numbers corresponding to the letters on the dialing pad to enter a name or number to find in the directory and press the Search soft key. Step 6 If necessary, scroll until the desired number is highlighted. Step 7 If desired, press the Dial soft key to speed dial a number from the corporate directory. Using Call Forwarding The Cisco CallManager version of the Cisco IP Phone 7970 includes call forwarding, which allows you to redirect calls made to your telephone to another phone. This is useful if you know you will be away from your desk for several days, for example, on a business trip or a vacation. The Cisco CallManager version of the Cisco IP Phone 7970 enables you to forward all incoming calls to another number. You can forward all calls to an IP phone or non-ip phone. To forward calls: Step 1 Press the CFwdAll soft key. You may need to select the more soft key to access CFwdAll. You should hear two beeps. Cisco IP Phone Model 7970 with IPMA 13

14 Step 2 Enter the number to which you want to forward all your calls. A flashing right arrow appears in the upper-right corner of the LCD, indicating that all calls are being forwarded. The LCD also displays a message with the number to which your calls are being forwarded. If you want to forward your calls to voic , press the CFwdAll soft key and press the messages button. Note Be sure to enter the number with 9+1+area code+number if you are forwarding to an external number (if this option is available to you). To cancel forwarding of all calls, press the CFwdAll soft key. You should hear two beeps and see that the flashing arrow no longer displays in the upper-right corner of the LCD, indicating that call forwarding is not active. Making Conference Calls The Cisco IP Phone 7970 supports conference calls, enabling you to conference with 7 (seven) calling parties for an immediate (vs. scheduled) conference call. If you want to schedule a conference call, please refer to the Conference Connection instructions. Placing a Conference Call Step 1 During a call, press the more soft key and then the Confrn soft key. This will automatically select a new line and place the other party on hold. Step 2 Place a call to another number. Step 3 When the call connects, press Confrn again to add this party to the conference call. You can repeat these steps to add parties to the conference call. Conference Call Tips To end a conference call, all but one party must hang up. Once the conference call initiator disconnects, no additional parties can be added. To place a conference call on hold, press the Hold soft key. The other parties can talk among themselves but they cannot hear you. Cisco IP Phone Model 7970 with IPMA 14

15 Keep in mind when you put a call on hold, a beeping tone automatically generates every few seconds. To avoid disrupting the other callers, consider muting the call instead. To mute the call, press the MUTE button. To place a conference call on speakerphone, press SPEAKER. Press MUTE to mute the speakerphone. The conference parties cannot hear you but you can hear them. If you are using the Cisco CallManager version of the phone, press the Trnsfer soft key to transfer a conference call to another person. Dial the number to which you want to transfer the call and then press Trnsfer again. All parties will be transferred. Cisco IP Phone Model 7970 with IPMA 15

16 Configuring Speed Dial Buttons Step 1 Using a web browser on your desktop computer, log in to the Cisco CallManager utility by going to and selecting the Cisco CallManager link. This will automatically take you to the Log on screen. Step 2 Log in using your first initial and last name, i.e., cfox (for Catherine Fox). Your temporary password is or 50CcCd!P7u53r. (It is recommended that you change this for security reasons.) Cisco IP Phone Model 7970 with IPMA 16

17 Step 3 Click "Update your Speed Dial buttons/print your button template" from the list of available configuration options. Cisco IP Phone Model 7970 with IPMA 17

18 Step 4 Enter the phone numbers and display text you want to associate with your speed dial buttons. Remember to enter external numbers in the 9+1+area code+number format. Step 5 When you are done, click Update to store your settings, or to restore your previous settings, click Cancel before clicking Update. Step 6 Print a copy of your Speed Dial list. Click Log off to exit. Note Be sure to enter the numbers exactly as you would if you were to call that number. For example, include an access code such as "9+1+area code for external numbers. Using Speed Dial to Make Calls Step 1 Using the keypad, press the Speed Dial number you want to dial. Step 2 Select the AbbrDial soft key. The number being called will be displayed on your LCD screen. Cisco IP Phone Model 7970 with IPMA 18

19 Call Management Features for Managers (IPMA for Managers) IPMA (IP Manager Assistant) enables call handling support by providing call monitoring capabilities to the assistant and call routing options to the manager. Call routing can be invoked on a per call or a pre-programmed basis. You can control the functionality of IPMA from your phone or from your desktop via the IPMA Manager Configuration tool. Your assistant also has the ability to invoke commands or program features on your behalf from their desktop using IPMA Assistant Console. Note Your assistant must be logged onto IPMA Assistant Console and remain online to handle your calls. Understanding the IPMA Status Window The following window appears on the LCD screen of your 7970 phone: Above this window there is a status line. On this line, one of the following will appear: Assistant Watch On = Enables you to see who is calling even if the call rings on the assistant s phone (calls are diverted). When the phone rings, this message will be replaced with Call from and the incoming call number. When the assistant answers the call, the display changes to show the incoming number and the call length (timer). Assistant Watch Off = Does not enable you to see who is calling even if the call rings on the assistant s phone (calls are diverted). To turn Assistant Watch on or off, select the more soft key until you and select the SetWtch key. Note When Assistant Watch is on and a call rings, you have the option of intercepting the call or letting the assistant answer the line. When Assistant Cisco IP Phone Model 7970 with IPMA 19

20 Watch is off and a call rings, you have the option of diverting the call. Cisco IP Phone Model 7970 with IPMA 20

21 The four icons in the IPMA status window represent the following: Feature Description Assistant Available The assistant icon is located on the left side of your status window. The icon indicates that an active assistant is ready to take your calls. To identify your active assistant, press the Services button on your Cisco IP Phone, then select Cisco IPMA. Assistant Unavailable The assistant unavailable icon resembles a person with a line across it. This indicates that all of your assistants are unavailable. To identify your active assistant, press the Services button on your Cisco IP Phone, then select Cisco IPMA. Call Filter Enabled A mesh-filled circle indicates that filtering is on. To toggle the filter off and on, select Filter from the IPMA menu. You can configure call filtering from the Manager Configuration web page. Call Filter Disabled A hollow circle indicates that filtering is off. To toggle the filter off and on, select Filter from the IPMA menu. You can configure call filtering from the Manager Configuration web page. Do Not Disturb Enabled A crossed-out bell indicates that the feature is on (ringer is disabled). To enable/disable the Do Not Disturb feature and turn your ringer on or off, press the DND softkey. Do Not Disturb Disabled A bell indicates that the feature is off (ringer is enabled). To enable/disable the Do Not Disturb feature and turn your ringer on or off, press the DND softkey. Divert All Enabled An arrow deflected by a barrier indicates that the feature is on (calls are being redirected away from your phone); To enable/disable the Divert All feature, press the DivAll softkey. The initial default target for this feature is your selected assistant. You can change the target from the Manager Configuration web page. Divert All Disabled A straight arrow indicates that the feature is off (calls are being directed to your phone). To enable/disable the Divert All feature, press the DivAll softkey. The initial default target for this feature is your selected assistant. You can change the target from the Manager Configuration web page. Cisco IP Phone Model 7970 with IPMA 21

22 Using the IPMA Services Menu The Cisco IPMA services menu enables you do turn filters on and off, set your filters to inclusive or exclusive, and display your active assistant information. To get to these features: Step 1 Select the Services button. Select Cisco IPMA. Step 2 Scroll to the feature you want to control (Filter, Filter Mode, or Assistant). Press the Select soft key or touch the screen until. Step 3 When you have invoked the command that you would like, press the Exit soft key. Note Inclusive filtering sends incoming calls that match your inclusive rules to your phone, with the remaining calls being redirected to your assistant. Exclusive filtering sends incoming calls that match your exclusive rules to the assistant, with remaining calls ringing on your phone. Rules are set up in the IPMA Manager Configuration tool using the computer. If you enable both Filtering and DivAll, all calls will be diverted to the assistant. Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 22

23 Using your Soft Keys for Call Handling You can utilize special soft keys on your phone to handle calls on a one-on-one basis. This includes the ability to intercept, divert, or transfer calls. You can also set your phone to divert all calls or not to ring. You can perform the following tasks when an incoming call is ringing: Intercept: To intercept a call so that it will divert to your phone, select the Intrcpt soft key before the assistant answers the call. Intercept allows you to intercept calls, even if they are diverted. Calls information will show on both phones (unless Set Watch is off). Calls ring only on the assistant s phone when diverted. Divert: To divert a call to your selected assistant, select the ImmDiv key. Transfer to Voic To send a call immediately to voic , select the TrnsfVM soft key. You can perform the following tasks at any time for all future calls: Divert: To divert all future calls to your assistant, select the more soft key and select the DivAll soft key. This will divert calls coming into your primary line. Do Not Disturb: To stop your phone from ringing without diverting calls to your assistant, select the DND soft key. Set Watch: To set watch on or off, select the SetWtch soft key. Note If you have DivAll and Filtering enabled, all calls will be diverted to your assistant s phone. Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 23

24 Using IPMA Manager Configuration The IPMA Manager Configuration tool allows you to set up your filtering rules, input your default assistant information, and select your default assistant. Step 1 Using a web browser on your desktop computer, log in to the IPMA Manager Configuration utility by going to and selecting the IPMA Manager Configuration link. This will automatically take you to the Log on screen. Step 2 Log in using your first initial and last name, i.e., cdelorm. Your password is the same as your CallManager login (the temporary password is or 50CcCd!P7u53r). Click Sign in. Cisco IP Phone Model 7970 with IPMA 24

25 Selecting the Default Assistant Step 1 Select the Default Assistant tab. Step 2 Select the appropriate assistant from the drop-down menu and press the Save key. Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 25

26 Configuring a Divert Destination Step 1 Select the Divert tab. Step 2 Select either Directory Number or Assistant. If you select Directory Number, enter a phone number exactly as you would dial it from your phone. Select the Save key. Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 26

27 Creating Inclusive Filters Step 1 Select the Inclusive Filtering tab. Step 2 Enter a complete phone number or a partial number in the Filter field. Your filters can include any of the following wildcards or symbols: x--use x to replace a single digit anywhere in the filter. For example, "123x5" represents five-digit phone numbers, where the fourth digit is 0-9. You can use an upper-case or lower-case x. *--Use * to replace multiple digits at the beginning or end of the filter. For example, "5*" represents phone numbers of any length that begin with 5. Filters can include hyphens (-), periods (.), and blank spaces. Note For internal numbers, enter the 4-digit extension. For external numbers, enter the area code & number. Selecting More Info from this screen will provide helpful tips for programming filter rules. Step 3 Click add and select Save. Remember to turn on your filters to invoke this function (Services button, Cisco IPMA, Filter: On, Filter Mode: Inclusive). Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 27

28 Creating Exclusive Filters Step 1 Select the Exclusive Filtering tab. Step 2 Enter a complete phone number or a partial number in the Filter field. Your filters can include any of the following wildcards or symbols: x--use x to replace a single digit anywhere in the filter. For example, "123x5" represents five-digit phone numbers, where the fourth digit is 0-9. You can use an upper-case or lower-case x. *--Use * to replace multiple digits at the beginning or end of the filter. For example, "5*" represents phone numbers of any length that begin with 5. Filters can include hyphens (-), periods (.), and blank spaces. Note For internal numbers, enter the 4-digit extension. For external numbers, enter the area code & number. Selecting More Info from this screen will provide helpful tips for programming filter rules. Step 3 Click add and select Save. Remember to turn on your filters to invoke this function (Services button, Cisco IPMA, Filter: On, Filter Mode: Exclusive). Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 28

29 Replacing or Deleting Filters You can replace or delete filters from the inclusive or exclusive list. To delete a filter from either list, highlight the filter in the Filter List box and press the delete key. To replace a filter from either list, highlight the filter in the Filter List box and press the replace key. In the Filter box, highlight the filter and replace any portion that you would like to change. When you are finished, press the Save key. Logging Off of IPMA Manager Configuration From any of the screens, you will see a Logout button. Select Logout to exit. Select OK from the pop-up window to save your changes and exit, or select Cancel to dismiss your changes and exit. Note Your assistant also has the ability to set these features from the IPMA Assistant Console on their desktop. Cisco IP Phone Model 7970 with IPMA 29

30 Conference Connection Conference Connection provides the ability to schedule conference calls via the web. You can also view and search for scheduled conferences via the web. Joining a Conference Step 1 Dial Step 2 At the Welcome prompt, dial the conference ID and press the # key. The conference ID information will need to be provided by the conference call originator. Note Your conference call will be dropped if you put a call on hold, answer a call, or place a call when connected to conference call. Cisco IP Phone Model 7970 with IPMA 30

31 Accessing Conference Connection Step 1 Using a web browser on your desktop computer, log in to the Conference Connection utility by going to and selecting the Conference Connection link. This will automatically take you to the Log on screen. Step 2 Log in using your first initial and last name, i.e., cdelorm. Your password is the same as your CallManager login (the temporary password is or 50CcCd!P7u53r). Click Login. Cisco IP Phone Model 7970 with IPMA 31

32 Scheduling a Conference Step 1 From the screen below, click on Add a Conference. The following screen will appear. Cisco IP Phone Model 7970 with IPMA 32

33 Step 2 Enter all of the information for your conference, including: Conference Name: There is a 27-character limit for the name, which can include A-Z, 0-9, spaces, hyphens, and parentheses. The name must be unique and should be easy to dial using the keypad (e.g. Dist). Description: This is an optional field in which you can include a more detailed description of the conference (e.g. District Meeting to discuss quarterly budget). Start Time, Duration, Start Date Number of Participants in the Conference Repeat Options (for daily conference calls, select the weekly radio button and then choose the day(s) for the conference calls). Hidden Conference: This is optional and defaults to hidden. Set Meeting Password: This is an optional field. Override Conference ID: This is optional. It is recommended that you enter a Conference ID that is the numeric equivalent to the Conference Name (e.g is the Conference ID for Dist). Step 3 Select Add Conference. Note There can be only 60 participants on any conference call at a given time. If you are unable to set up a conference, check the scheduled conferences to see if the 60 participant limit has been reached. Cisco IP Phone Model 7970 with IPMA 33

34 Inviting Others to the Conference Step 1 Select Scheduled Conferences. Step 2 Select the conference that you want others to join. Cisco IP Phone Model 7970 with IPMA 34

35 Step 3 Select Conference Information. Step 4 An message will appear. Address those to whom you want to send the meeting notice and press send. Cisco IP Phone Model 7970 with IPMA 35

36 Modifying or Deleting a Conference Step 1 Click on Scheduled Conferences. Step 2 Select the conference you want to change or delete in the Conferences You Scheduled section. The following screen will appear. Step 3 To delete the conference (or the series), click the appropriate delete selection and press ok at the next prompt. Cisco IP Phone Model 7970 with IPMA 36

37 Step 4 To modify the conference (or the series), click the appropriate modify selection. The following screen will appear. Step 5 Make any necessary changes and press Modify Conference. Cisco IP Phone Model 7970 with IPMA 37

38 Viewing Scheduled Conferences Step 1 Click on Scheduled Conferences. The following screen will appear. Step 2 To view details for a specific conference, select a specific conference. You may also search for a conference using the search function. You can also view Conferences in Progress or Past Conferences using the same steps by selecting the appropriate link. Cisco IP Phone Model 7970 with IPMA 38

39 Modifying Conference in Progress Once a conference is in progress, you can modify the conference length or stop the conference. To do either: Step 1 Click Conferences in Progress. Step 2 Select the conference you want to modify in the Conferences You Scheduled section. The following screen will appear. Step 3 To stop the conference, select Stop this conference and press OK at the next prompt. Step 4 To modify the conference duration select Modify conference duration. Input the new duration and press Modify Conference. You will receive a notice of the successful modification. Logging off of Conference Connection From any of the screens, you will see a Logout button. Select Logout to exit. Select OK from the pop-up window. Cisco IP Phone Model 7970 with IPMA 39

40 Unity Voic Unity is the voic package that was selected for the Cisco IP Phone You may access Unity in the following two ways: Internally Press the messages button on your phone. Externally- Dial Your default password is #. For security reasons, you must change your password as soon as possible. Your password has to be a minimum of 4 digits. o You cannot use: Digits that are the same, i.e Digits that are sequential, i.e Digits that are the same as your extension Digits that spell your name. Your ID (if requested by the system) is the same as your extension number. Setting Up Your Voic Internally Step 1 Press the messages button on your phone and follow the voice instructions. Step 2 Listen to the menu and follow the voice instructions. Remotely Step 1 Dial Step 2 Press the * (asterisk) button when Unity answers. Step 3 Enter the ID (your extension number, then press # (pound sign button) Step 4 Listen to the menu and follow the voice instructions. Cisco IP Phone Model 7970 with IPMA 40

41 Accessing Your Voic Internally Step 1 Press the messages instructions button on your phone and follow the voice Step 2 The red light on your handset lights when you have a voic message. The LCD also displays a text message indicating the number of voic messages in your inbox. Remotely Step 1 Dial Step 2 Press the * (asterisk) button when Unity answers. Step 3 Enter your ID (your extension number) then press # (pound sign button) Step 4 Listen to the menu and follow the voice instructions. Cisco IP Phone Model 7970 with IPMA 41

42 Record a Greeting Cisco IP Phone Model 7970 with IPMA 42

43 Check Messages * Note: Old messages are not deleted automatically. Delete unwanted messages frequently to save space. Cisco IP Phone Model 7970 with IPMA 43

44 Reply to a Message You can reply by phone only to messages from other people in the same voic system (e.g. from people on the Saddleback or Irvine campuses or in the District office). You cannot reply to messages from people who call in from other locations (e.g. vendors). Cisco IP Phone Model 7970 with IPMA 44

45 Forward a Message You can forward a message as is, or record an introduction that plays before the forwarded message. When addressing a message, press the # key twice (# #) to switch between spelling mode (name of person) and number mode (their extension). You can forward messages from other people in the same voic system (e.g. from people on the Saddleback or Irvine campuses or in the District office). You cannot forward messages from people who call in from other locations (e.g. vendors). Cisco IP Phone Model 7970 with IPMA 45

46 Send a Voice Message When addressing a message, press the # key twice (# #) to switch between spelling mode (name of person) and number mode (their extension). Cisco IP Phone Model 7970 with IPMA 46

47 Change Your Password Cisco IP Phone Model 7970 with IPMA 47

48 Playback Volume of Message As you listen to a message by phone, you can adjust the volume of the message. The change does not affect the playback volume of other messages. You cannot adjust recording volume or the playback volume of greetings Cisco IP Phone Model 7970 with IPMA 48

49 Change Your Recorded Name Cisco IP Phone Model 7970 with IPMA 49

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