ASCOM d62 Talker Instruction sheet

TD 92639GB
2009-12-08/ Ver. C
Configuration Manual
Ascom d62 DECT Handset

TD 92639GB
2009-12-08/ Ver. C
Configuration Manual
Ascom d62 DECT Handset
Contents
1 Introduction............................................................................................................. 1
1.1 Abbreviations and Glossary ................................................................................ 1
1.2 Functionality matrix ............................................................................................ 2
2 Getting started with Configuration of the d62 handset...................................... 3
2.1 PDM Windows Version ....................................................................................... 3
2.2 IMS2 .................................................................................................................. 3
2.2.1 Via Chargers .............................................................................................. 4
2.2.2 Over-the-air via IP-DECT ............................................................................. 4
3 Installation of handsets .......................................................................................... 5
3.1 Preparing PDM Windows Version or IMS2 for handling of d62 ........................... 5
3.2 Installation of a new handset ............................................................................. 5
3.2.1 Handset installation, Scenario 1 (Recommended) ....................................... 6
3.2.2 Handset installation, Scenario 2 ................................................................. 6
3.2.3 Handset installation, Scenario 3 ................................................................. 7
4 Maintenance............................................................................................................ 8
4.1 Definitions ......................................................................................................... 8
4.2 Upgrade handset software ................................................................................. 8
4.3 View licenses of handset .................................................................................... 8
4.4 Upgrade handset by license ............................................................................... 8
4.4.1 Automatic license upgrade ......................................................................... 9
4.4.2 License upgrade using import/export .......................................................... 9
4.4.3 Manual license upgrade ........................................................................... 10
4.4.4 Move License ........................................................................................... 10
4.5 Perform a Factory reset .................................................................................... 11
4.6 Replacement procedure choice guide ............................................................... 11
4.7 Replacement of handset with the IMS2 ............................................................ 11
4.7.1 Data included in a replacement transfer ................................................... 12
4.7.2 Handset replacement with IMS2, Scenario 1 ............................................ 12
4.7.3 Handset replacement with IMS2, Scenario 2 ............................................ 13
4.8 Replacement of the handset with the PDM Windows Version ........................... 13
4.8.1 Handset replacement with Win-PDM, Scenario 1 ..................................... 13
4.8.2 Handset replacement with Win-PDM, Scenario 2 ..................................... 14
4.9 Brazil or other Latin America countries – DECT frequency configuration ........... 14
5 Handset Configuration ........................................................................................ 15
5.1 Configure a Handset Using a Template ............................................................. 15
5.1.1 Create a template .................................................................................... 15
5.1.2 Apply a template ..................................................................................... 16

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5.1.3 Save a handset configuration as a template ............................................. 16
5.1.4 Synchronizing a handset with PDM .......................................................... 16
5.2 Voice Mail ........................................................................................................ 17
5.3 Central Phonebook .......................................................................................... 17
5.4 Company Phonebook ...................................................................................... 17
5.4.1 Create a phonebook file .......................................................................... 17
5.4.2 Upload a phonebook file .......................................................................... 17
5.5 Call Services ..................................................................................................... 18
5.6 In Call Menu .................................................................................................... 18
5.7 Own Line Settings ............................................................................................ 18
5.8 Uploadable Language ...................................................................................... 19
5.9 Customize the Menu ....................................................................................... 19
5.10 Clear Lists when inserted in Charger .............................................................. 20
5.11 Disable Homebase GAP Registration .............................................................. 20
5.12 Require Encrypted Base Station ...................................................................... 20
5.13 Base station positioning ................................................................................. 21
5.14 DECT Location ............................................................................................... 21
5.14.1 Location Test .......................................................................................... 21
5.15 Special Location ............................................................................................. 22
5.16 Poll Location .................................................................................................. 22
5.17 Site Survey Tool .............................................................................................. 23
5.18 Push Button Alarm ......................................................................................... 23
5.19 Interactive Messaging and IM parameters ...................................................... 24
5.20 Broadcast and Multicast Messaging ............................................................... 24
5.21 Services .......................................................................................................... 24
5.22 Protect registration from user deletion ........................................................... 24
5.23 Emergency Call Number ................................................................................. 25
5.24 Audio adjustment .......................................................................................... 25
5.25 Headset configuration .................................................................................... 25
5.26 Owner identification in the idle display. .......................................................... 26
5.27 Profiles ........................................................................................................... 26
5.28 Shortcuts ....................................................................................................... 26
5.29 Import Contacts ............................................................................................. 26
5.30 Shared Phone ................................................................................................ 26
5.31 Push-to-Talk (PTT) Group Call ......................................................................... 27
5.32 Bluetooth Data Profile .................................................................................... 28
6 Administration ...................................................................................................... 29
6.1 Admin Menu Tree ............................................................................................ 29
6.2 Quick Access to the handset’s Device Information ............................................ 31
6.3 Quick Access to the Handset’s Input Menus ..................................................... 31

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6.4 LED indications ................................................................................................ 31
7 Troubleshooting .................................................................................................... 32
7.1 Fault Symptoms ............................................................................................... 32
7.2 Display Information in Handset ........................................................................ 32
7.3 Error Messages in PDM .................................................................................... 34
8 Related Documents ............................................................................................... 35
9 Document History ................................................................................................. 35
Index ....................................................................................................................... 36

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1 Introduction
This document is a guide for installing, configuring and maintaining functionality of the
d62 handsets.
The d62 can be used straight away in your system but it is highly recommended to install
the Portable Device Manager (PDM) Windows Version or the Integrated Wireless
Messaging and Services application (IMS2). This enables customization of the behaviour of
the handset to suite each user profile and the specific PBX used in the system.
The PDM Windows Version is aimed for smaller sites where the handsets are within reach.
The IMS2 makes it possible to administrate the handsets centrally via a web interface
without the need to collect the handsets.
It is recommended that the reader has basic knowledge of the Ascom system and basic
knowledge of subscribing handsets to the PBX.
1.1 Abbreviations and Glossary
ALS Acoustic Location Signal
DECT Digital Enhanced Cordless Telecommunications:
global standard for cordless telephony.
IM Interactive Messaging
IMS Integrated Wireless Messaging and Services
An application running on an ELISE module, that enables wireless
services to and from portable devices and chargers.
IPDI See IPEI
IPEI International Portable Equipment Identity
IPEI/IPDI is needed to enable network subscription of the handset. At
delivery of the handset, IPEI and IPDI are the same and either can be
used for network subscription. If one handset is replaced with
another using the Easy replacement procedure the IPDI will be
exchanged and IPEI and IPDI will no longer be the same. If the IPEI
and the IPDI differ, the IPDI shall be used for network subscription.
Messenger Ascom d62 product license for Messaging solutions
OTA Over The Air
PBX Private Branch Exchange:
Telephone system within an enterprise that switches calls between
local lines and allows all users to share a certain number of external
lines.
PDM Portable Device Manager
An application, running on a PC, for managing portable devices,
charging racks, etc.
Protector Ascom d62 product license for Personal security
Talker Ascom d62 Standard product license
Unite Generic term for messaging system that unites different systems, for
example System 900, System 9d, and teleCARE M.
User ID User ID identifies the set of user parameters possible to save and
administrate via PDM. It can be moved together with user parameters
between handsets. It is normally set automatically at DECT
subscription to be equal to call number.

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1.2 Functionality matrix
The following matrix shows which functionality that can be used by the different product
licenses (Talker, Messenger, and Protector) and requires settings via PDM.
Talker Messenger Protector
Company Phonebook Yes Yes Yes
Central Phonebook Yes Yes Yes
Personalized menu Yes Yes Yes
Interactive Messaging No Yes Yes
Voice mail access Yes Yes Yes
Multifunction button Yes Yes No
Push Button Alarm No No Yes
Automatic Call after Alarm No No Yes
Acoustic Location Signal (ALS) No No Yes
DECT Location1
1. Requires a functionality license.
No Yes Yes
Special Location2
2. DECT location must be enabled to use this feature.
No Yes Yes
Poll Location3
3. DECT location or Base Station Positioning must be enabled to use this function.
No Yes Yes
Location, Base Station No Yes Yes
Base station encryption Yes Yes Yes
Push to Talk (PTT) No Yes Yes
Upload Language Yes Yes Yes
Clear lists in charger Yes Yes Yes
Shared Phone1Yes Yes Yes
Services No Yes Yes
Bluetooth Data Profile1,4
4. The handset’s hardware must support Bluetooth.
No Yes Yes
Upgradable to Messenger Yes No No
Upgradable to Protector Yes Yes No

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2 Getting started with Configuration of the d62 handset
It is possible to configure the d62 handset by inserting it into a desktop charger (DC4) or
rack charger (CR3). The charger is connected via USB or ethernet to the PDM Windows
Version or the IMS2.
In the case of IP-DECT, it is possible to configure the d62 over the air.
This chapter describes how to configure handsets in three different system setups:
• with PDM Windows Version
• with IMS2 via chargers
• with IMS2 over-the air
2.1 PDM Windows Version
The Windows Version is run on a PC. The handset is configured via PDM Windows Version
as follows:
• Connect a desktop charger (DC4) or a rack charger (CR3) via USB to the computer
running PDM.
•StartPDM.
• Place the handset in this charger which shall be connected to PDM.
For instructions on how to use PDM Windows Version, see Installation and Operation
Manual, Portable Device Manager (PDM), Windows Version, TD 92325GB.
Figure 1. Configuration of handsets via PDM Windows Version
2.2 IMS2
The IMS2 is run on an ELISE2 module.
For instructions on how to use the IMS2, see Installation and Operation Manual, IMS2,
TD 92586GB.
Figure 1.
PDM

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2.2.1 Via Chargers
• Connect a desktop charger (DC4) or a rack charger (CR3) via the Ethernet port to the
network.
The charger is by default configured to connect to the network using DHCP. If DHCP is
not used in the network, connect each charger via USB to a PDM Windows Version
and configure a static IP address.
• Start the IMS2.
• Place the handset in a charger that is connected to the IMS2.
Figure 2. Configuration of handsets via IMS2 and chargers.
2.2.2 Over-the-air via IP-DECT
There is no external equipment needed besides IMS2 and IP-DECT. Please proceed with
3 Installation of handsets on page 5.
Figure 3. Configuration of handsets via IMS2 and over-the-air.
Figure 2.
Figure 3.
Client
IMS2
IP
Client
IMS2
IPBS
Ascom
IP-DECT
System
IP

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3 Installation of handsets
This section describes the recommended procedure for installing and configuring
handsets. There are several ways to install a handset but the procedures described here
guarantees simple maintenance of the system.
It is recommended to use the IMS2 to install and maintain handsets in a large system. The
reason is that it enables to install, upgrade and configure a large amount of handsets
simultaneously. Another benefit is that the collection of the handsets from the user is not
needed. They can be maintained while placed in network connected desktop chargers
(DC4) on the users desks. Network connected rack chargers (CR3) can also be used, or
over the air in the case of IP-DECT.
The PDM Windows Version enables administration of handsets inserted in a Desktop
Charger (DC4) or Rack Charger (CR3) connected via USB to the administrator’s computer.
For PDM, see Installation and Operation Manual, Portable Device Manager (PDM),
Windows Version, TD 92325GB or Installation and Operation Manual, IMS2, TD 92586GB.
3.1 Preparing PDM Windows Version or IMS2 for handling of d62
If the parameter definition file (.def file) for the handset is not present in the PDM
Windows Version or IMS2, it can be added by following the procedure below. The
parameter definition file and software files are delivered as a package file with the
extension '.pkg'. Note that template files (.tpl) may also be included in a package file.
1 Open the PDM Windows Version or the IMS2.
2IntheFile menu, select Import > Packages.
3 Select the package and click "OK".
The package will be imported and the files will be created; one definition file with the
extension .def and one software file with the extension .bin. Template files may also be
created.
File extensions are further explained in an appendix in Installation and Operation Manual,
Portable Device Manager (PDM), Windows Version, TD 92325GB and Installation and
Operation Manual, IMS2, TD 92586GB.
3.2 Installation of a new handset
The installation basically contains three steps:
• Subscription towards the DECT-system – needed to be able to make calls and send
messages (Mandatory).
• Create an identity for the handset in the PDM – needed to be able to configure the
behaviour of the handset and take backups of the handset configuration
(Recommended).
• Configure the handset using PDM – customize the behaviour of the handset to suite
each user profile and the specific PBX used in the system (Recommended).
The installation is described in two different scenarios, see below. Before starting, check
which scenario that suits best.

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3.2.1 Handset installation, Scenario 1 (Recommended)
Note: If the handset shall be subscribed towards an IP-DECT system, the IP-DECT software
version must be 3.1.X or higher. If that is not the case, use Scenario 2.
Note: The handset to be installed must not have any previous valid registrations. If it has a
valid registration, unsubscribe the handset or use Scenario 2.
Subscribe and create an identity
1 Assign an extension number in the DECT system for the handset. See the
corresponding manual for the DECT system.
2 Subscribe the handset towards the DECT system. The subscription procedure is
described in User Manual, Ascom d62 DECT Handset, TD 92477GB.
During the subscription procedure, the Number in PDM/IMS2 will automatically be
set to be the same as the extension number.
Note: The User ID can be viewed by navigating to the menu:
Admin menu > Device info > User ID
To find the Admin menu, see 6.1 Admin Menu Tree on page 29.
See also examples of handset configurations that can be made in chapter 5 Handset
Configuration on page 15.
3.2.2 Handset installation, Scenario 2
Create an identity
Note: The handset may not have a User ID. If a User ID exists, it can be removed by
performing a facory reset, see 4.5 Perform a Factory reset on page 11. In addition, a valid
.def file for the handset has been imported to the PDM/IMS2
1 Insert the handset in a desktop charger or rack charger connected to PDM/IMS2.
2 In PDM/IMS2, navigate to the "Devices" tab and locate the handset in the list of
devices. The handset is identified by finding the IPDI of the handset in the Device ID
column.
3 Select the handset, make a right-click, select "Assign number..." and enter the
extension number for the handset.
The number that is assigned must not be present under the "Numbers" tab. If this
is the case, it is recommended to delete the number before "Assign number..." is
performed.
The User ID can be viewed in the handset by navigating to the menu:
Admin menu > Device info > User ID
See also examples of handset configurations that can be made in chapter 5 Handset
Configuration on page 15.
Subscribe the handset
1 Assign an extension number in the DECT system for the handset. See the
corresponding manual for the DECT system.

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2 Subscribe the handset towards the DECT system. The subscription procedure is
described in User Manual, Ascom d62 DECT Handset, TD 92477GB.
In order to easily identify the handset, both the IPDI and the User ID are shown in
the handset when initiating the subscription procedure.
3.2.3 Handset installation, Scenario 3

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4 Maintenance
4.1 Definitions
In the replacement descriptions, the handsets are defined as:
• "old handset" is the handset to be replaced, possibly damaged but still working
• "new handset" is the replacement handset that will get the settings used in the old
handset
4.2 Upgrade handset software
It is possible to upgrade or reinstall the software on a handset. When upgrading the
software of the handset, any data (for example, messages) may be deleted.
1 Open the PDM Windows Version or the Device Manager in the IMS2.
2 Open the Devices tab and select the handset you want to upgrade/reinstall.
3 Make a right-click and click "Upgrade software...".
4 A list of software files with a ".bin" extension will be presented under "Available
software". Select the desired software file and click "OK".
See also Installation and Operation Manual, Portable Device Manager (PDM), Windows
Version, TD 92325GB.
Note: It is also possible to upgrade several handsets of the same device type (d62)
simultaneously using the Baseline function in the IMS2. See Installation and Operation
Manual, IMS2, TD 92586GB.
4.3 View licenses of handset
The license(s) of a handset can be viewed as follows;
• In idle mode, press *#34# and select "License", or
• View the license(s) via the Admin menu in the handset, see 6.1 Admin Menu Tree on
page 29, or
• In the PDM, select the "License" tab and select handset in the list. In the bottom of the
work area, the license options of the device are listed, and whether the options are
enabled or not.
4.4 Upgrade handset by license
Note: It is recommended to read the Function Description, Product Licensing Overview, TD
92677GB before reading this section. The document describes how to view current
license(s), purchase license(s) and the technical solution of the upgrading alternatives
described below.
It is possible to upgrade a handset to Protector, and/or add new functionallity by adding a
license key for the function(s)/variant.
There are three alternatives for upgrading a handset:
• Automatic upgrade, see 4.4.1 Automatic license upgrade on page 9.
• License upgrade using import/export, see 4.4.2 License upgrade using import/export
on page 9.

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• Manual upgrade, see 4.4.3 Manual license upgrade on page 10.
Note: A handset can be re-licensed up to 99 times.
The following options are license dependent :
• Shared Phone1, see 5.30 Shared Phone on page 26 for additional settings.
• DECT Location, see 5.14 DECT Location on page 21 for additional settings.
• Bluetooth Data Profile2, see 5.32 Bluetooth Data Profile on page 28 for additional
settings.
4.4.1 Automatic license upgrade
Use this option if the PDM has an internet connection to the License Server.
1 Place the handset in a charger connected to the PDM.
First time the handset logs on the PDM, the license key will automatically be
downloaded to the handset, go to step 3.
2 If the handset has been logged on to the PDM before, no automatic check for
licenses will be done. The PDM and License Server must be synchronized as follows;
• Open the PDM Windows Version.
• Select the "Licenses" tab.
• Right-click the handset in the list.
• Select "Refresh".
The license key will now be downloaded to the handset.
3 The handset will be restarted. See also 4.3 View licenses of handset on page 8 for
viewing the handset’s license option(s).
4.4.2 License upgrade using import/export
Use this option if the PDM has no internet connection to the License Server. A device
information file (.XML) must first be exported from the PDM, and then imported to the
License Web.
1 Place the handset in a charger connected to the PDM.
2 Open the PDM Windows Version.
• Select the "Licenses" tab.
• Right-click the handset(s) in the list.
• Select "Export".
• Save the file on a computer with internet connection to access the License Web
later on.
3 Access the License Web by entering the address "https://ascom-ws.com/licenses" in
a browser. The License Web is used for;
• Importing the device information file
• Viewing/Purchasing the license(s) for the handset(s)
• Downloading the license file containing the license key(s) for the handset(s)
See the online help on the License Web, or Function Description, Product Licensing
Overview, TD 92677GB for information on how to use the License Web.
4 When the license file (.XML) containing the license key(s) has been downloaded
from the License Web, select File > Import > Licenses in the PDM to import the file.
1. Only applicable if the handset is used in a IP-DECT system.
2. The handset’s hardware must support Bluetooth.

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5 When the file is imported, the license key(s) is dowloaded to the handset(s), and the
handset will be restarted. See also 4.3 View licenses of handset on page 8 for
viewing the handset’s license option(s).
4.4.3 Manual license upgrade
Use this option if the serial numbers of the devices cannot be exported to a file due to a
PDM is not in use. The serial number(s) must be manually entered in the License Web to
get the corresponding license key for the handset. The license key must also be manually
entered in the handset. See the online help on the License Web or the Function
Description, Product Licensing Overview, TD 92677GB for information on how to get a
license key.
Note: If several handsets shall be upgraded, it is recommended to use 4.4.2 License
upgrade using import/export on page 9.
The license key is added via the Admin menu in the handset, see 6.1 Admin Menu Tree on
page 29 for information on how to activate the Admin menu.
Note: It is also possible to press *#35# in idle mode for quick access to the "Enter license
key" menu.
1 Press the soft key "Menu".
2 Select "Calls".
3 Select "Admin menu".
4 Select "Enter license key".
5 Enter the license key without any spaces between the digits.
6 Press "OK".
If the license key is valid, a dialog window "License key accepted" is shown. The handset
will now be restarted.
4.4.4 Move License
Note: This feature requires IMS2 that supports the move license feature, and a connection
to the license server.
It is possible to move a license from a d62 Messenger or d62 Protector to another
unlicensed handset of the same device type (that is d62 Talker).
Note: A Bluetooth Data Profile license can only be moved to a handset with Bluetooth. In
addition, a Shared Phone license can only be moved to a IP-DECT handset.
An example of when to use the Move license command is when there is an unused d62
Talker and a d62 Protector with a broken display. Use the Move license command to move
the Protector license to the d62 Talker which becomes a d62 Protector. Then the broken
handset (which is now a d62 Talker) can be sent for service.
1 Select the “Licenses” tab.
2 Select the device whose license shall be moved. The selected row is highlighted.
3 In the License menu, select “Move license...” or right-click and select “Move
license...”. The Move license window appears.

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4 Select the device that shall receive the license. Click "OK".
If no devices are shown in the Move license window, there are no devices that are
selectable to move the license to.
See also 4.6 Replacement procedure choice guide on page 11 for information on how to
move user parameters and contacts to another handset.
4.5 Perform a Factory reset
When a factory reset is done on a handset, all configuration settings will be restored to
default values, PBX subscriptions will be removed and all data are removed. This includes
contacts, messages etc. The software will be left intact.
Factory reset is activated from the Admin menu. See chapter 6.1 Admin Menu Tree on
page 29 to see how to activate the Admin menu, and Figure 4 on page 30 to see where in
the menu to find "Factory reset".
After a factory reset, follow the steps under 3.2 Installation of a new handset on page 5.
4.6 Replacement procedure choice guide
Depending on situation, two different replacement procedures can be chosen;
replacement via PDM/IMS2 and Easy Replacement. Use the following list as a guide to
choose which procedure to use.
• If a handset needs to be replaced due to for example a broken display, see User
Manual, Ascom d62 DECT Handset, TD 92477GB.
• If the electrical connection is damaged, it might not be possible to follow the Easy
Replacement procedure. Depending on fault, it might work to do a replacement via
PDM/IMS2, see 4.7 Replacement of handset with the IMS2 on page 11 or 4.8
Replacement of the handset with the PDM Windows Version on page 13.
• If two handsets and their settings shall be switched between two users, follow 4.7
Replacement of handset with the IMS2 on page 11 or 4.8 Replacement of the handset
with the PDM Windows Version on page 13.
4.7 Replacement of handset with the IMS2
Both the old handset and the new handset must be of the same device type (d62 or d41).
The same extension number is assigned to the new handset.
Make sure that the old handset is saved in the IMS2. Start the Device Manager in the IMS2
and navigate to the "Numbers" tab. There shall be a tick in the "Saved" column for the
old handset.
If the handset is not saved, insert it into a desktop charger or rack charger connected to
IMS2 and perform a save, see Installation and Operation Manual, IMS2, TD 92586GB.
If it would be impossible to save the old handset settings, stop this replacement
procedure. Instead unsubscribe the old handset from the PBX, register the new handset
and follow the instructions for installing a handset, see 3.2 Installation of a new handset
on page 5.
When the handset is saved, unsubscribe the old handset from the PBX.
The following steps are described in two different scenarios, check which one suits the
best before proceeding.

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4.7.1 Data included in a replacement transfer
The following data is replaced during a replacement with IMS2:
• User parameters (including User ID)
• Contacts (entered by the user)
Note that the following data is not replaced:
• DECT registration
• Call list
•Messages
• Bluetooth pairing list
• Company phonebook
• Downloaded Language
• Licenses1
4.7.2 Handset replacement with IMS2, Scenario 1
Note: If the handset shall be subscribed towards an IP-DECT system, the IP-DECT software
version must be 3.1.X or higher. If that is not the case, use Scenario 2.
Note: The handset to be installed must not have any previous valid registrations. If it has a
valid registration, unsubscribe the handset or use Scenario 2.
1 Subscribe the new handset with the same extension number as the old handset.
During the subscription procedure, the IMS2 identity (User ID) will automatically be
set to be the same as the extension number.
Note: The User ID can be viewed in the handset by navigating to the menu
Admin menu > Device info > User ID
2 Insert the handset into a desktop charger or rack charger connected to IMS2 (not
needed if an over the air connection is used). Navigate to the Numbers tab in IMS2
Device Manager.
The new handset now has the same User ID as the old handset. It will automatically
be synchronized and data and parameter settings from the old handset will be
transferred to the new handset.
The synchronization will take a while if the Contacts in the original handset
contains a large number of contacts.
1. A handset’s product license (for example, d62 Messenger) and feature license(s) can be moved using the Move license
function in the IMS2.

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4.7.3 Handset replacement with IMS2, Scenario 2
1 Make a note of the IPDI of the new handset. It is found by pressing *#06# on the
handset.
2 Insert the new handset into a desktop charger or rack charger connected to the
IMS2 and navigate to the Numbers tab in the Device Manager in IMS2.
3 Select the old handset in the list and make a right-click. Click "Associate with
device...". Select the device with an IPDI that matches your new handset from the
list that appears.
The new handset is automatically sýnchronized and all data and parameter settings
will be transferred to the new handset.
The synchronization will take a while if the Contacts in the original handset
contains a large number of contacts.
4 Subscribe the new handset.
4.8 Replacement of the handset with the PDM Windows Version
To see which data that is replaced during this process, see 4.7.1 Data included in a
replacement transfer on page 12.
Both the old handset and the new handset must be of the same device type (d62 or d41).
The same extension number is assigned to the new handset.
The new handset should not be subscribed towards the PBX yet.
1 Perform a factory reset, see 4.5 Perform a Factory reset on page 11, if the new
handset has been previously used.
2 Make sure that the old handset is saved in the PDM by starting PDM and navigating
to the Numbers tab. There shall be a tick in the "Saved" column for the old
handset.
If the handset is not saved, insert it into a desktop charger or rack charger connected to
the PDM and perform a save.
Note: If it would be impossible to save the old handset settings, stop this replacement
procedure. Instead register the new handset and follow the instructions for installing a
handset, see 3.2 Installation of a new handset on page 5.
The following steps are described in two different scenarios, check which one suits the
best before proceeding.
4.8.1 Handset replacement with Win-PDM, Scenario 1
Subscribe the new handset with the same extension number as the old handset. During
the subscription procedure the PDM identity (User ID) will automatically be set to be the
same as the extension number.
Note: The User ID can be viewed by navigating to the menu Admin menu > Device info >
User ID.
1 Insert the new handset into a desktop charger or rack charger connected to the
PDM.

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2 A dialog window appears, asking the user to decide whether to use the Number
settings in PDM or the Number settings in the device. Select PDM.
The handset will automatically be synchronized and all data and parameter settings
will be transferred to the new handset. The synchronization will take a while if the
Contacts in the original handset contains a large number of contacts.
Note: If subscribing towards an IP-DECT system, the IP-DECT software version must be
3.1.X or higher. If not, use Scenario 2.
Note: The handset to be installed must not have any previous valid registrations.
Unsubscribe handset or use Scenario 2.
4.8.2 Handset replacement with Win-PDM, Scenario 2
1 Insert the new handset into a desktop charger or rack charger connected to the
PDM.
2 A pop-up will be displayed. Select the option "Associate with number". Follow the
instructions and select the number of the old handset, see Installation and
Operation Manual, Portable Device Manager (PDM), Windows Version,
TD 92325GB.
The handset will automatically be synchronized and all data and parameter settings
will be transferred to the new handset. The synchronization will take a while if the
Contacts in the original handset contains a large number of contacts.
3 Subscribe the new handset.
4.9 Brazil or other Latin America countries – DECT frequency configuration
Note: This chapter is only applicable if the handset is used in Brazil or other Latin
American countries.
In order to change the operating frequency band, the following preconditions must be
fulfilled:
• The frequency set to "Not initiated". This can be checked by entering the Admin
menu, see 6 Administration on page 29, follow the path:
Admin menu > Device info > Hardware.
Scroll down to “Frequency band”.
• The handset must not have a DECT registration. If it already has, perform a Factory
reset, see 4.5 Perform a Factory reset on page 11.
1 Enter the Admin Menu, see 6 Administration on page 29.
2 Select "Frequency band" and select the desired band.
• LA (Latin America): 1910-1930 MHz
• Brazil: 1910-1920 MHz
3 Restart the handset.
4 Register the handset.
5 The frequency band option will no longer be available.
Note: The selection is persistent and will stand a factory reset.

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5 Handset Configuration
Note: This chapter describes settings in parameter definition files (.def). These files are
regularly updated and settings may change slightly. For example "On" to "Enable" or a
parameter can be moved to another directory.
5.1 Configure a Handset Using a Template
It is possible to select a handset in the PDM and directly change one or more configuration
parameters. By using a template, the same configuration can easily be applied to many
handsets simultaneously. Templates are also an efficient way to give good control over
which changes that are applied to each handset.
Templates enables configuration of all aspects of a handset from sound volume to keypad
shortcuts.
Your supplier can provide example templates for different PBX:s. The handset will have full
functionality towards the PBX even without such a template. By using such a template,
though, the handset will be customized for that PBX with menu options for PBX specific
functions such as Callback.
A template can be created (see 5.1.1 Create a template) and/or imported (see Installation
and Operation Manual, Portable Device Manager (PDM), Windows Version, TD 92325GB
).
5.1.1 Create a template
1 Open the PDM Windows version or the Device Manager in the IMS2.
2 Select the Templates tab and open the menu "Template > New...". The Create
Template window is opened.
3 Select the device d62 and parameter version that matches the software version
installed on the handset. Give the template a descriptive name.
The parameters that are not part of the template will be left unchanged on the
handset.
The parameter version of an installed handset is visible under the "Numbers" tab or
the "Devices" tab.
4 Select the checkbox of each parameter that you want to be part of this template
and enter the proper value.
5 Click "OK" to save your template.

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5.1.2 Apply a template
1 Open the PDM Windows Version or the Device Manager in the IMS2
2 Open the Numbers tab and select the handsets you want to apply the template to.
3 Make a right-click and select "Run template...".
Only templates with a parameters version matching the selected handsets will be
shown. Select the template you want to apply and click "OK".
4 The template is applied. The number of parameters in the template will affect the
time it takes to apply the template to the selected handsets.
When looking at a handset under the Numbers tab, the column "Last run
template" will show the name of the most recently applied template.
Note: It is also possible to apply a template on several handsets of the same device type
(d62) simultaneously using the Baseline function in the IMS2. See Installation and
Operation Manual, IMS2, TD 92586GB
5.1.3 Save a handset configuration as a template
It is possible to save all settings of a handset as template. Please note that this does not
include contacts and other personal data. The template will only contain configuration
data.
This template can be used as a backup if you want to restore the configuration of the
handset at a later stage or as a template that can be applied to a number of handsets.
1 Open PDM Windows version or the Device Manager in the IMS2.
2 Open the Numbers tab and select the handset you want to save as a template.
3 Make a right-click and select "Use as a template...". Enter a descriptive name for
the template.
4TheEdit template window is opened. By default, all parameters are selected and are
saved when clicking "OK".
If one or more parameters should be excluded, remove them by clearing the
checkbox next to the parameter.
Some parameters are user specific. If it is decided to apply this type of template to
several handsets, it is recommended to exclude the following parameters:
• Owner ID - A text string displayed in idle mode. The parameter is located directly
under "Settings".
• Phone lock PIN code - The security code used to unlock the keypad. The
parameter is located under Settings > Locks.
5 Click "OK".
5.1.4 Synchronizing a handset with PDM
After installing and saving a handset, it will be synchronized each time it is connected to
the PDM. The synchronization transfers parameter changes between the handset and the
PDM and vice versa as follows:
• If a parameter has been changed in the handset, it will be transferred to the PDM/
IMS2.
• If a parameter has been changed in the PDM/IMS2 while the telehone was
disconnected, it will be transferred to the handset.
If the same parameter has been changed in both the PDM/IMS2 and the handset, the
value in PDM/IMS2 will be transferred to the handset.