intertel 8602 User manual

Model 8602
User Guide

Notice
This user guide is released by Inter-Tel, Inc. and provides information necessary to use
Inter-Tel product user guides. The guide contents, which reflect current Inter-Tel standards,
are subject to revision or change without notice.
Some features or applications mentioned may require a future release and are not
available in the initial release. Future product features and applications are subject to
availability and cost. Some features or applications may require additional hardware,
software, or system administrator assistance.
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Inter-Tel provider:
If you have any questions or comments regarding this manual or other technical
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[email protected]
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registered service marks of their respective owners.
Inter-Tel®, Axxess®, and Enterprise®are registered trademarks of Inter-Tel, Incorporated.
Mitel®is a registered trademark of Mitel Networks Corporation.
Microsoft®, Windows®, and Vista™are registered trademarks or trademarks of Microsoft Corporation.
Bluetooth®is a registered trademark of Bluetooth SIG, Inc.
ZoneAlarm®is a registered trademark of Zone Labs LLC.
Plantronics®is a registered trademark of Plantronics, Inc.
GN Netcom®is a registered trademark of GN Great Nordic.
Sennheiser®is a registered trademark of Sennheiser Electronic Corporation (SEC).
Intel®and Pentium®are registered trademarks of Intel.
Portions Copyright © 2002-2007 Global IP Solutions, Inc. All Rights Reserved.
Global IP Solutions, GIPS, MediaWare, GIPS VoiceEngine, NetEQ, iLBC, iPCM-wb, iSAC, GIPS Enhanced G.711,
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may be registered in certainjurisdictions.
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Inter-Tel®Model 8602 User Guide iii
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Document Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Parts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Optional Parts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installing the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Uninstalling The Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Model 8602 Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Environmental Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Headset Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Wireless Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Volume Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Muting the Microphone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Network Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Firewall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Emergency (E911) Call Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The Model 8602 Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Main Display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Calls on Hold Slider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Programmable Feature Buttons Slider. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Dialpad Slider. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Model 8602 Status Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Model 8602 Shortcut Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Wireless Headset Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Contents

iv Inter-Tel®Model 8602 User Guide
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Starting the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Accessing Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Turning Off the Model 8602 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using the Keyboard Vs. the Mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
About Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Setting Up Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Initializing Your Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Recording Your Personal Greetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Recording Your Voice Mail Directory Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Making and Receiving Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Intercom Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Outside Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Using the Message Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Leaving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Retrieving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Accessing Your Mailbox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Listening to Voice Mail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Do-Not-Disturb Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Voice Mail Flowchart (Advanced) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Voice Mail Flowchart (Standard) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Advanced Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Inter-Tel®Model 8602 User Guide 1
Introduction
Thank you for purchasing the Model 8602 Internet Protocol (IP) softphone software
package. The Model 8602 is a softphone application that enables Voice over IP (VoIP)
communication between your desktop or laptop computer and an Inter-Tel®Axxess®or
Inter-Tel 5000 telecommunications system. The Model 8602, which operates much like a
Model 8662 hard endpoint, connects to the main system through an existing IP network.
After a connection is established, you can converse with the other party via a headset
connected to your computer. The voice engine used for the Model 8602 is provided by
Global IP Solutions™.
The Model 8602 has the following features:
• Integration with the Plantronics®CS50-USB Wireless Headset (Plantronics CS60-
USB Wireless Headset in Europe)
• Control and user-configurable options
• Control of audio and volume settings for the microphone and speaker
• Shortcut menu feature access
• Status indication
• Retractable dialpads
• User-friendly, modern look and feel
• Mouse and keyboard activated feature control
Document Overview
This user guide provides the installation procedures for the Model 8602 and highlights the
basic features for making and receiving calls and checking your voice mail messages. For
more details on basic or advanced features of the Model 8602, refer to the online Help by
selecting the Help button from the Main Display of the Model 8602 interface. Or refer to
the Inter-Tel Model 8662 User Guide (part no. 550.8117). The Model 8602 operates much
like a Model 8662 hard endpoint. You can find this user guide on the Mitel®Web site in the
Mitel End User Customer Documentation section (http://edocs.mitel.com/UG/Index.html).
NOTE User satisfaction for any particular headset can be quite subjective, so Inter-Tel recommends that you try before buying. See “Headset
Recommendations” on page 15 for additional information.

2Inter-Tel®Model 8602 User Guide
Installation
The Installation section provides information on the hardware and software requirements
for your computer and the telephone system requirements needed to operate the Model
8602. After your system meets the requirements of the Model 8602, follow the instructions
to install the IP softphone. Finally, you need to configure some settings before the Model
8602 is operational.
Parts
This shipment consists of the following items:
• Model 8602 User Guide (part no. 835.3019)
• Model 8602 Software CD-ROM (part no. 841.0477)
Optional Parts
Through your local Inter-Tel provider (who should consult with Inter-Tel’s CommSource
division), you can order the following:
• Plantronics CS50-USB (CS60-USB in Europe) Wireless Headset (part no. 901.9640)
• Other tested headsets include: Plantronics DA60 USB Connector (part no. 901.9606),
Plantronics Supra (part no. 901.9613), Plantronics Encore (part no. 901.9642),
Plantronics Supraplus H251 (part no. 901.9618), GN Netcom®503USB (part no.
901.7199), GN Netcom 2120-NC (part no. 901.7174), GN Netcom 9120 (part no.
901.7168), Sennheiser®PC-135 (part no. 902.0981), Sennheiser PC-145 (part no.
902.0984), Sennheiser PC-155 (part no. 902.0907), Plantronics DA55 Wired
(901.9695), Polycom Communicator (part no. 905.5610), ClearOne Chat 50 USB (part
no. 900.2557), ClearOne Chat 150 (part no. 900.2563), and ClearOne Chat 150 USB
(part no. 900.2562).
NOTICE
If necessary, refer to your system or network administrator for assistance configuring your
Model 8602.
NOTE Bluetooth®technology headsets are not supported.

Inter-Tel®Model 8602 User Guide 3
System Requirements
System requirements include software, hardware, and software compatibility with the
telephone system.
Computer Software Requirements
• Microsoft®Windows®XP (Home or Professional) or Vista™(recommended that all
service packs be installed; Service Pack (SP) 3 for XP and SP1 for Vista)
• The latest 2.0 version of the .NET Framework
Computer Hardware Requirements for Windows XP
The table below lists the minimum and recommended requirements for the computer with
the Windows XP operating system of which you are installing the Model 8602 software.
NOTE If the .NET Framework is not currently installed on your computer, the installation wizard directs you to the Windows Updates Web site, where
you can download the latest 2.0 version.
Minimum Requirements Recommended Requirements
Intel®Pentium®850 MHz or faster
processor (or compatible) Intel Pentium 1 GHz or faster processor (or compatible)
512 MB of RAM or higher 1 GB of RAM or higher
Hard drive with at least 2.0 GB of available
hard disk space Hard drive with at least 2.0 GB of available hard disk space
Super VGA (800 x 600) or higher-resolution
video adapter and monitor Super VGA (1024 x 768) or higher- resolution video adapter and monitor
A pointing device (such as a mouse,
trackball, or touch screen) A pointing device (such as a mouse, trackball, or touch screen)
Ethernet or Wi-Fi network card with TCP/IP
configured Ethernet or Wi-Fi network card with TCP/IP configured
Internet-capable network connection (a
broadband connection of 256 Kbps or
faster)
Internet-capable network connection (a
broadband connection of 256 Kbps or
faster)
Headset with microphone that uses the
speaker and microphone ports is required Headset with microphone that uses the speaker and microphone ports is required

4Inter-Tel®Model 8602 User Guide
Computer Hardware Requirements for Windows Vista
The table below lists the minimum and recommended requirements for the computer with
the Windows Vista operating system of which you are installing the Model 8602 software.
Software Compatibility with the Telephone System
• Inter-Tel Axxess Converged Communications Platform v9.1 and later or Inter-Tel 5000
Network Communications Solutions v1.2 and later
• Software license for Model 8602
Minimum Requirements Recommended Requirements
1 GHz 32-bit (x86) or 64-bit (x64) processor 2 GHz 32-bit (x86) or 64-bit (x64) processor
1 GB of RAM 2 GB of RAM
Hard drive with at least 2.0 GB of available
space Hard drive with at least 2.0 GB of available space
Super VGA (800 x 600) or higher-resolution
video adapter and monitor Super VGA (1024 x 768) or higher- resolution video adapter and monitor
A pointing device (such as a mouse,
trackball, or touch screen) A pointing device (such as a mouse, trackball, or touch screen)
Ethernet or Wi-Fi network card with TCP/IP
configured Ethernet or Wi-Fi network card with TCP/IP configured
Internet-capable network connection (a
broadband connection of 256 Kbps or
faster)
Internet-capable network connection (a
broadband connection of 256 Kbps or
faster)
Headset with microphone that uses the
speaker and microphone ports is required Headset with microphone that uses the speaker and microphone ports is required

Inter-Tel®Model 8602 User Guide 5
Installing the Model 8602
The Model 8602 application software is supplied on CD-ROM.
The following installation instructions assume that Windows XP is installed on your
computer and that you are familiar with Windows procedures.
To install the Model 8602:
1. Start the computer and close all other Windows applications.
2. Insert the Inter-Tel 8602 installation CD into the drive. The setup wizard
automatically begins.
If the setup wizard does not begin:
a. Select Start – Run.
b. Type the CD drive location (usually E) followed by :\_setup (e.g., E:\_setup), in the
text box.
c. Click OK.
3. Select Install Inter-Tel Application. The installation wizard begins.
4. Follow the wizard installation directions by clicking Next to advance to the next
screen.
5. Click Close to complete the installation.
6. Click Exit Installation and remove the CD-ROM from the drive.
7. If prompted, restart the computer.
NOTE
The user’s Windows account must have the privileges to create a new directory
in the file system and write/copy files into it. Also, the Window’s account must
have the permission to write to the registry. Contact your System Administrator
if you have any questions about privileges and permissions of your Windows
account.
NOTE
If you want to exit the setup program without completing the installation,
click ESC or click Cancel. Then click Exit Setup when the dialog box
appears. This stops the setup program and returns you to the first
screen.
NOTE
If this is the first time installing the Model 8602, the Configuration Wizard
automatically starts after installation. You must complete the wizard
before the IP softphone will operate. See the next page for details on the
“Configuration Wizard” on page 6.

6Inter-Tel®Model 8602 User Guide
Uninstalling The Model 8602
If you need to uninstall the Model 8602, follow the instructions below.
To uninstall the Model 8602:
1. Select Start – Settings – Control Panel.
2. Double-click Add/Remove Programs.
3. Select the Inter-Tel program, and then click Add/Remove.
Configuration
The application interface has various configuration options for the Model 8602. You need to
configure some settings before the IP softphone can operate. The Configuration Wizard
guides you through configuration of the necessary fields.
Configuration Wizard
After installing and starting the IP softphone for the first time, the Configuration Wizard
automatically starts. The Configuration Wizard allows you to configure the server and
application parameters necessary to run the IP softphone.
Clicking Back on the wizard screens allows you to return to a previous screen to modify
programming.
IMPORTANT To finalize programming through the Configuration Wizard, click Finish in the last screen. Changes or additions made in the wizard
will not take effect until the wizard is finished.

Inter-Tel®Model 8602 User Guide 7
To configure options in the wizard:
1. After the configuration wizard automatically starts, the Welcome screen appears.
2. Click Next. The Configuration Settings screen appears.

8Inter-Tel®Model 8602 User Guide
3. Configure the following server settings.
NOTE See your system and/or network administrator for the values to
complete the following settings.
Configuration
(Default Setting) Range/Option/ Limit Description
Device ID
(000000000000) 12 hexadecimal characters The Model 8602’s unique device ID.
Internal (Native)
Remote Server IP
Address (0.0.0.0)
Valid IP Address The IP address of the server where the
Model 8602 resides on the telephone
system. For NAT-enabled servers (such
as the Inter-Tel 5000), this is the
“internal” or LAN IP address.
External(NAT)Remote
Server IP Address
(0.0.0.0)
Valid IP Address For NAT-enabled servers (such as the
Inter-Tel 5000) this is the “external” or
WAN IP Address. For telephone
systems that exist outside of a firewall,
this field is blank.
Remote General
Purpose UDP Port
(5567)
The UDP port that the server listens on.
Remote TCP Call
Control Port (5566) The TCP port the server listens on.
Password (blank) 9 characters,
which are case-
sensitive
The password the Model 8602 uses to
log onto or authenticate with the
telephone system. The password may
be empty.

Inter-Tel®Model 8602 User Guide 9
4. Click Next. The Application Settings screen appears.

10 Inter-Tel®Model 8602 User Guide
5. Configure the following application settings.
NOTE See your system and/or network administrator for the values to
complete the following settings.
Configuration
(Default Setting) Range/Option/Limit Description
Inter-Tel Technical
Support E-mail (blank) 320 alphanumeric characters or less A valid e-mail address used to send e-mail help
requests and problem
information to technical
support. See your system
administrator or your local
technical support center.
Endpoint Audio Interface
(the first audio device
encountered on the
system)
The audio sources that are
detected from the computer Select the preferred audio interface used for audio in
and audio out.
Advanced settings:
• If using Windows XP,
select “Custom”
• If using Windows Vista,
select “Vista Audio
Devices”
Select “Custom” or “Vista
Audio Devices” to
configure different audio
devices for your audio in
and your audio out or to
have dual ring through
separate audio devices.
Go to “Configure the
Advanced settings.” on
page 12.

Inter-Tel®Model 8602 User Guide 11
a. If you select a listed audio source from your computer from the Endpoint audio
interface list, proceed to step 6.
If you select Custom (for Windows XP) or Vista Audio Devices (for Windows
Vista) from the Endpoint audio interface list, the Advanced button enables.
b. Click Advanced. The Advanced Audio Device Interfaces screen appears.
.
NOTE Select Advanced to configure different audio devices for your audio in and your audio out or to have dual ring through separate
audio devices.

12 Inter-Tel®Model 8602 User Guide
c. Configure the Advanced settings.
Configuration
(Default Setting) Range/Option/Limit Description
Audio-in device interface The full-duplex and/or the
wave-in audio sources that
are detected from the
computer.
The preferred audio
interface used for audio in.
Audio-out device interface The full-duplex and/or the
wave-out audio sources
that are detected from the
computer.
The preferred audio
interface used for audio
out.
Ring-out device interface The full-duplex and/or
wave-out audio sources
that are detected from the
computer.
Audio device for second/
dual ring tones. Note: Dual-
ring is automatically
enabled, if you are using a
headset. This setting
becomes your secondary
ring-in device audio source.

Inter-Tel®Model 8602 User Guide 13
6. Click Next. The Speaker Setup page appears. An audio file is played through your
computer speakers.
7. Configure the volume of the speaker by adjusting the volume slider until the audio is
heard at a comfortable level.
8. Click Next. The Microphone Setup screen appears.

14 Inter-Tel®Model 8602 User Guide
9. Configure the microphone volume by speaking into the microphone and adjusting
the volume slider until the audio will be a comfortable level heard by the far-end
caller. Select Record to record your audio and play it back (optional).
10. Click Next. The Congratulations screen appears.
11. Click Finish to close the wizard and save the configuration.
Model 8602 Options
Other settings and user preferences can be configured after the IP softphone is up and
running. Refer to the online Help “Options” for details.
NOTE
If you need to change any of the settings that you configured through
the Configuration Wizard, you can access and change these settings
from the Model 8602 Options of the Help Menu. For details on these
settings and others, refer to the online Help.