ESI IP Series User manual

User’s Guide
0450-0189
Rev. C
Extensive user help is always available
at www.esiusers.com.

About ESI
ESI (Estech Systems, Inc.) is a privately held corporation based in Plano, Texas, in the internationally known
“Telecom Corridor.” Founded in 1987, ESI designs and builds innovative telecommunications products for
businesses like yours. Because of their powerful combination of value and features, ESI products are
consistently recognized by industry publications and leaders. In fact, ESI also creates telecommunications
products for major companies to market under their well-known brand names.
Copyright © 2002 ESI (Estech Systems, Inc.).
Visit ESI on the Web at http://www.esi-estech.com.
Microsoft is a registered trademark of Microsoft Corporation. Intel is a registered trademark of Intel Corporation.
IP Series products are protected by U.S. Patents No. 6,067,349 and 6,252,944, and others pending.
ESI is an ISO 9001-certified company.

Table of contents
IP Feature Phone operation.................................................................................................. A.1
Liquid crystal display (LCD) ...................................................................................................................................................A.1
Caller ID .................................................................................................................................................................................A.2
Programmable feature keys ..................................................................................................................................................A.2
Fixed-feature keys .................................................................................................................................................................A.2
LED lamps .............................................................................................................................................................................A.2
Help mode.............................................................................................................................................................................A.2
Dial tone................................................................................................................................................................................A.3
SPEAKER................................................................................................................................................................................A.3
Volume/scroll keys................................................................................................................................................................A.4
MUTE/DND............................................................................................................................................................................A.4
Basic phone use....................................................................................................................................................................A.4
Direct station select...............................................................................................................................................................A.5
Transferring an outside call . . ...............................................................................................................................................A.6
Conference calling.................................................................................................................................................................A.7
Call forwarding ......................................................................................................................................................................A.8
Call waiting............................................................................................................................................................................A.8
Park/hold operation............................................................................................................................................................A.10
System-wide hold................................................................................................................................................................A.11
Paging .................................................................................................................................................................................A.12
Call pickup...........................................................................................................................................................................A.12
Special keys ........................................................................................................................................................................A.13
Esi-Dex.................................................................................................................................................................................A.14
Message monitor mode (live call screening) ......................................................................................................................A.16
Personal greeting reminder.................................................................................................................................................A.16
Headset operation ..............................................................................................................................................................A.17
Outside dial tone preference...............................................................................................................................................A.17
Line keys..............................................................................................................................................................................A.17
Optional features ................................................................................................................................................................A.18
Voice mail operation: an introduction.................................................................................................................................A.21
Leaving messages . . . .........................................................................................................................................................A.22
New message skip..............................................................................................................................................................A.22
AutoPage.............................................................................................................................................................................A.23
Move and delete message..................................................................................................................................................A.23
Off-premises “reach me” ....................................................................................................................................................A.23
Live recording......................................................................................................................................................................A.24
Message retrieval................................................................................................................................................................A.24
Exiting voice mail message playback..................................................................................................................................A.25
Keys’ functions during voice mail message retrieval from an IP Feature Phone.................................................................A.26
Retrieving voice mail messages using another user’s IP Feature Phone ............................................................................A.27
Retrieving messages from an off-premises location...........................................................................................................A.27
Off-premises message delivery...........................................................................................................................................A.28
Message Recycle Bin (un-delete)........................................................................................................................................A.29
User programming: an introduction....................................................................................................................................A.30
User programming menu overview.....................................................................................................................................A.31
1 Select personal greeting..................................................................................................................................................A.32
2 Programmable feature keys ............................................................................................................................................A.32
3 Station options................................................................................................................................................................A.34
4 Station audibles..............................................................................................................................................................A.34
5 Password.........................................................................................................................................................................A.35
6 External message notification.........................................................................................................................................A.35
9 Message Recycle Bin (un-delete) ....................................................................................................................................A.36
Analog stations................................................................................................................... B.1
Analog station operation.......................................................................................................................................................B.1
Voice mail operation from an analog station........................................................................................................................B.3
Analog station programming ................................................................................................................................................B.6
1 Select personal greeting....................................................................................................................................................B.6
5 Password...........................................................................................................................................................................B.7
Off-premises message delivery.............................................................................................................................................B.7

Urgent messages...................................................................................................................................................................B.9
9 Message Recycle Bin (un-delete).......................................................................................................................................B.9
ACD agent operation ............................................................................................................C.1
Programming the agent log-on/off key .................................................................................................................................C.1
Wrap mode............................................................................................................................................................................C.1
LED indicator..........................................................................................................................................................................C.2
Display indications................................................................................................................................................................C.2
While logged on: no DND, monitor mode or call forward......................................................................................................C.3
Call waiting ............................................................................................................................................................................C.3
ACD administrator key...........................................................................................................................................................C.3
Guest mailboxes ..................................................................................................................D.1
Personal greetings.................................................................................................................................................................D.1
Retrieving guest mailbox messages from an IP Feature Phone............................................................................................D.2
Programming your guest mailbox from an IP Feature Phone ................................................................................................D.5
5 Password ...........................................................................................................................................................................D.6
Off-premises message delivery.............................................................................................................................................D.7
Urgent messages...................................................................................................................................................................D.9
9 Message Recycle Bin (un-delete).......................................................................................................................................D.9
Group/broadcast mailboxes..................................................................................................E.1
Before we proceed: A note about Quick Groups...................................................................................................................E.1
Introduction to group mailboxes...........................................................................................................................................E.1
Introduction to the broadcast mailbox..................................................................................................................................E.1
Leaving a group message......................................................................................................................................................E.2
Deleting a group message from the group mailbox..............................................................................................................E.2
Programming a group mailbox..............................................................................................................................................E.2
Cascade paging mailboxes.................................................................................................... F.1
Programming your cascade paging mailbox..........................................................................................................................F.1
Retrieving cascade paging mailbox messages.......................................................................................................................F.1
Message Recycle Bin (un-delete) ...........................................................................................................................................F.2
Q & A mailboxes .................................................................................................................G.1
Programming Q & A mailboxes ............................................................................................................................................ G.1
Retrieving messages from an IP Feature Phone ................................................................................................................... G.2
Live outside calls Operator station ....................................................................................... H.1
Live outside calls.................................................................................................................................................................. H.1
Operator station ................................................................................................................................................................... H.1
64-Key Expansion Console.....................................................................................................I.1
Index

IP Series IP Feature Phone operation
A.1
IP Feature Phone operation
Your IP Feature Phone is
equipped with a speakerphone
for hands-free conversation, an
LCD display for call handling
status, and both fixed and
programmable feature keys for
simplified operation. Its built-in
voice mail features and voice
prompting make it easy to
program and use.
Liquid crystal display (LCD)
When your phone (or station) is not in use, the liquid crystal display
(LCD) will show the current date and time, activated features such as
DND (do not disturb; see “MUTE/DND,” page A.4), monitor mode, etc.)
and the system’s current line usage.
If your system has 16 or fewer lines, each block on the bottom line of the display will represent an
individual line (as in the seven-line example, above). Incoming calls usually are assigned
beginning with Line 1 at the far-left line indicator. Outgoing calls are assigned from the highest
numbered line beginning at the far right.
If your system has 17 or more lines, then the bottom line of the display
will provide a graphical representation of relative line usage (see right).
The ratio of bars on the left and right will indicate the relative amount
of incoming and outgoing lines in use. The relative size of the blank
area in the center will indicate lines not in use.
As you use your IP Feature Phone, its display changes frequently
to provide detailed information during call processing and voice
mail operations.
ABC DEF
GHI JKL MNO
PRS TUV WXY
OPER
123
456
789
0
QZ_
SPEAKER
FLASH
MUTE/DND
HOLD
TRANSFER
VOICEMAIL
PROG/HELP
RELEASE
PICK PAGE
ESIDEX
RECORD
CONFREDIAL
PARK
Liquid crystal
display (LCD)
Programmable
feature keys
Esi-Dex key
Volume/
scroll keys
Fixed
feature
keys
Microphone
Lines in use
Available lines
A high percentage of lines in use
Fewer lines in use

IP Feature Phone operation IP Series
A.2
Caller ID
If you subscribe to Caller ID from your telephone service provider, the phone’s display will show an
outside caller’s name and/or number.1In some instances, the service provider can send only a
general caller status such as UNAVAILABLE, PRIVATE,or NO DATA SENT.
Programmable feature keys
The 16 programmable feature keys at the top of the phone have been pre-programmed by the
installer. You may wish to add to or change some of these keys to perform different functions
explained throughout this manual. Press PROG/HELP, 0, 3 and any key to verify the current settings
(see “Station programming,” page A.31).
Fixed-feature keys
The fixed-feature keys on the phone are permanently labeled as to their usage. The PROG/HELP
and MUTE/DND keys have two purposes each; however the IP Series phone system will govern this
by permitting only the appropriate function when either is pressed, depending on the
circumstances at that moment.
LED lamps
The LEDs associated with the programmable and fixed keys aid in determining the status of their
function. In general, green indicates a function associated with your phone, while red indicates an
occurrence at another station. A solid lamp indicates in use, blinking means an action is required
such as ringing or holding and a fast blink means immediate action. As an example, a blinking red
key is a call ringing at another station; blinking green signifies ringing at your station.
Help mode
Your IP Series phone system’s Help mode — a carefully conceived combination of spoken
information, display readouts and even key illumination when appropriate — is a powerful tool to
help you learn how to use the system’s many features.
Tutorial
When your station is idle, press PROG/HELP, 0, and then follow the spoken Help menu to:
•Learn how to use the phone •Hear a description of how any key is used
•Learn how to use voice mail features •Hear a complete tutorial on phone operation
Help during station programming
Press PROG/HELP while programming a function to hear a detailed description of the function.
1If you do not subscribe to Caller ID, the LCD will show which line is receiving the call, instead of the caller’s name or number.

IP Series IP Feature Phone operation
A.3
Help during a call
Press PROG/HELP while on a call and this will place the call on hold, whereupon you can use Help
mode to hear a description of the function you wish to perform. When you exit Help mode, you will
be reconnected to the call.
While you are either in Help mode or programming your phone, your station will be temporarily
placed in DND (see “MUTE/DND,” page A.4). Anyone calling your station while you are in DND will
be forwarded to your mailbox (or other destination set by the installer).
Exiting Help mode
To exit Help Mode, simply hang up.
Extensive user help is always available at www.esiusers.com.
Dial tone
When you first lift your handset, you will hear an internal dial tone that allows you to call other
stations or perform other internal functions. To gain an outside dial tone, dial 9(or 8or 71–76)2or
press a programmable feature key that has been set as a line key. (A line key, when pressed,
automatically gains an outside line. Consult your system’s administrator if you have questions.)
SPEAKER
For hands-free conversation, use the SPEAKER key.
If you press SPEAKER when an outside call rings, this will connect you to the caller via your phone’s
built-in speakerphone and light the SPEAKER LED (light-emitting diode).
While using the handset, pressing SPEAKER and hanging up the handset will switch the caller to
your speaker. To revert to the handset from speakerphone mode, lift the handset again.
Group listening
To have a handset conversation along with the caller’s voice broadcast over your speaker, press
SPEAKER while on a handset conversation but do not hang up the handset.
Hands-free answer (internal calls only)
You can program your phone either to enable or disable hands-free answer (PROG/HELP 3 5).
With hands-free enabled, an internal call to your station generates a short ring and a double
connect tone, then automatically connects the caller to your speakerphone.
With hands-free disabled, an internal call to your station generates a single ring cadence.
Note: Outside calls ring with a double ring cadence.
2What you dial to reach an outside line depends on your system’s particular setup. If you’re not sure, consult
your administrator.

IP Feature Phone operation IP Series
A.4
Volume/scroll keys
The two smaller keys just above the dialpad labeled ▲and ▼serve two purposes:
• Adjusting the volume heard through the handset and speaker — Your phone will maintain the
chosen volume setting until you change it.
• Serving as scroll keys for operations, such as Esi-Dex or programming, that may show several
entries on the display.
MUTE/DND
Mute
To disable your handset or speaker microphone during a conversation (either with the handset or
speaker), press MUTE/DND. While the mute function is activated, the MUTE/DND LED will blink
rapidly and the display shows “MUTED.”
DND
When your phone is idle and you wish to make sure its calls go straight to voice mail, press
MUTE/DND to toggle your phone in or out of do-not-disturb mode. The display will show DND and
the MUTE/DND LED will glow amber.
Note: If you press MUTE/DND while your phone is ringing, this forwards the call to your voice
mailbox (see “Voice mail operation,” page A.21) and your station will be placed in DND.
Basic phone use
Outside calls
To answer (double-ring cadence): Lift the handset or press SPEAKER.
To place: Lift the handset or press SPEAKER. Then either press an unlit line key or dial 9(or 8or
71–76) to be assigned an outside dial tone.
Shortcut: From idle, dial 9(or 8or 71–76); the phone system automatically turns on the
speakerphone and you hear an outside dial tone. Then dial the number.
To hang up: Replace the handset or press RELEASE or — if using the speakerphone — press SPEAKER.
Important: Your outside phone lines’ quality can affect the audio quality of local and Remote
IP Feature Phone(s). Due to the interface between advanced, packet-based phone
systems and the traditional public telephone network, a poor-quality phone line
can degrade audio quality, causing an echo on outside calls. An occasional echo
isn’t unusual and doesn’t necessarily indicate a problem with your system or
lines; however, if this problem occurs persistently, contact your Certified ESI
Reseller for assistance.

IP Series IP Feature Phone operation
A.5
Internal calls
To answer (single-ring cadence): In hands-free mode, answer directly through the speakerphone or pick
up the handset. Or, to answer a ringing call, lift the handset or press SPEAKER.
To place: Lift the handset and dial the extension number or press a station key (see “Direct station
select,” below).
Shortcut: Press a station key or dial the extension number; the phone system automatically
turns on the speakerphone.
To hang up: Replace the handset or press RELEASE or press the station key again or — if using the
speakerphone — press SPEAKER.
Direct station select
Programming some of the programmable keys as station keys will provide direct access to those
stations as well as providing lamp information as to their status. The station keys’ LEDs indicates
the status of the station assigned to each key:
If a station key’s LED is . . . The station assigned to that key is . . .
Unlit Available; currently unused
Red; steadily lit In use
Red; blinking Ringing from another call
Green; steadily lit Connected to you (including via voice mail)
Green; blinking Ringing from your call
Amber; steadily lit In DND mode
To call another station programmed into one of your station keys:
1. Press an available (unlit) station key.
2. The called station will sound a short ring followed by a double connect tone.
3. The phone system will activate the called station’s speakerphone (or the station will ring if that
station’s user has hands-free answer disabled).
4. To disconnect when finished, either:
(a.) Replace the handset.
or
(b.) (if in hands-free mode) Press the station key again.
or
(c.) Press RELEASE.
or
(d.) Press SPEAKER (if in hands-free mode).
If you press a station key that is in use (red; steadily lit) you will “camp onto” the station, telling the
other user, via his/her phone’s display, that you are waiting (see “Call waiting,” page A.8).
If you press a station key that is in DND (amber; steadily lit), you will be forwarded directly to the
user’s mailbox.

IP Feature Phone operation IP Series
A.6
Transferring an outside call . . .
. . . to another station
Blind transfer
1. While connected to an outside call, press a station key (or press TRANSFER and then dial the
extension number).
2. Hang up immediately to perform a blind transfer.
Note: If the called party does not answer, the caller will be forwarded either to the called
party’s mailbox or another destination the Installer has programmed.
Supervised transfer — announcing the caller to the called party
1. Do not hang up (as in “Blind transfer,” above); instead, wait until the called party answers.
2. Announce the caller (e. g., “Hello; I’ve got Bill on the line and I’m transferring him to you now.”)
3. Hang up.
This is a supervised transfer.
Note: If the transferred-to party does not answer in step 1, press the station key again or press
FLASH to be reconnected to the original caller.
. . . to another phone number (trunk-to-trunk transfer)
Important: USE OF FEATURES, SUCH AS TRUNK-TO-TRUNK TRANSFER, THAT REQUIRE TRUNK-TO-TRUNK
CONNECTIONS WILL INCREASE THE RISK OF TOLL FRAUD. IN NO EVENT SHALL ESTECH
SYSTEMS, INC. BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL
DAMAGES WHATSOEVER INCLUDING, BUT NOT LIMITED TO, FRAUDULENT TOLL CHARGES,
LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTIONS, OR ANY OTHER COSTS OR
DAMAGES RELATED THERETO, ARISING FROM THE USE OF THESE FEATURES.
Blind transfer
1. While connected to an outside call, press TRANSFER and then the line access code (9, 8, or
71–76), and then the telephone number to which you want to transfer.
2. Hang up immediately to perform a blind transfer. Now both CO lines are connected via a trunk-
to-trunk connection.
Note: If, at any point during the trunk-to-trunk transfer, you wish to return to the original call —
perhaps you received a busy signal at the remote end, or the recipient simply won’t take
the call — just press FLASH. This will disconnect the second CO connection, returning
you to (and removing from hold) the original call.