Mitel 5230 User manual

USER GUIDE

NOTICE
The information contained in this document is believed to be accurate in all respects but is not
warrantedbyMitelNetworks™Corporation.Theinformationissubjecttochangewithoutnotice
and should not be construed in any way as a commitment by Mitel Networks or any of its
affiliates or subsidiaries. Mitel Networks and its affiliates and subsidiaries assume no
responsibility for any errors or omissions in this document. Revisions of this document or new
editions of it may be issued to incorporate such changes.
Nothing in this document may be reproduced in any manner, whether wholly or in part for any
use whatsoever, without written permission from Mitel Networks Corporation.
Mitel Networks is a trademark of Mitel Networks Corporation.
Other product names mentioned in this document may be trademarks of their respective
companies and are hereby acknowledged.
IMPORTANT! This telephone is NOT suitable for direct connection to the public-switched
telephone network. Connect this telephone to a Mitel Networks system only.
Revision A
February 2003
®, ™ Trademark of Mitel Networks Corporation
© Copyright 2003, Mitel Networks Corporation
All rights reserved

RevisionA i
CONTENTS
About Your 5230 IP Appliance . . . . . .............................................1
AboutThisUserGuide......................................................1
Conventions............................................................1
The5230IPAppliance......................................................2
FrontView.............................................................2
BackView.............................................................3
Components ...........................................................4
Features ..............................................................4
Documentation .........................................................5
TipsforYourComfortandSafety..............................................5
GettingStarted...............................................................7
BeforeyouStart...........................................................7
Installing the 5230 IP Appliance PDA Applications. . . . .............................7
Startingthe5230IPAppliancePDAApplications .................................8
DockingyourPDA.......................................................8
Startingthe5230PDAPhoneApplication.....................................8
Exploringthe5230Applications...............................................8
ThePDAPhoneApplication...............................................8
MakingandReceivingCalls ..............................................10
Accessing 5230 Applications. . ............................................10
SetyourGeneralPreferences.............................................10
What’sNext? ............................................................12
Usingthe5230FeatureKeysApplication........................................13
AbouttheFeatureKeysApplication...........................................13
ApplicationModes......................................................14
QuickLaunch..........................................................14
ClearingaFeature......................................................14
CategoryPages........................................................15
CallForwardFeatureKeys..................................................16
CallForwardProfiles....................................................17
OtherCallForwardSettings ..............................................19
SpeedDialFeatureKeys...................................................20
OtherFeaturesKeys.......................................................21
AccountCodes ........................................................22
CallPark.............................................................22
CallPickup............................................................23
Callback..............................................................24
Campon..............................................................25
ClearAllFeaturesFeatureKey............................................26
DoNotDisturb.........................................................26
Headset..............................................................28

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UsingtheOther5230Applications..............................................29
CallHistory..............................................................29
UpdatingYourCallHistory ...............................................30
ViewingYourCallHistory ................................................30
ManipulatingaCallHistoryItem...........................................32
ContactsTools...........................................................33
ImportNumber.........................................................33
AddtoSendIt.........................................................33
DialingbyContacts.....................................................33
SendIt..................................................................34
VisualVoiceMail..........................................................36
VisualVoiceMailProperties..............................................37
UpdatingyourListofVoiceMails ..........................................37
ViewingandListeningtoVoiceMails .......................................38
MakingandReceivingCalls ...................................................41
Operationofthe5230IPAppliance...........................................41
OperatingModes.......................................................41
MakingandReceivingCalls ..............................................41
CallMakingFeatures......................................................42
CallTransfer..........................................................42
ConferenceCall........................................................43
HandsfreeOperation....................................................43
HeadsetOperation......................................................44
Hold.................................................................45
Messaging............................................................45
Phonebook............................................................46
RedialLastNumber.....................................................46
Swap................................................................47
AppendixA—AdditionalInformation............................................49
UsingYourPDAwiththe5230IPAppliance....................................49
ChargingthePDA......................................................49
DataSynchronization....................................................49
Installing/Upgradingthe5230IPApplianceApplications...........................50
ChangingthePersonalityModule.............................................51
ConnectingaLocalPowerSupply............................................51
Appendix B—Using the 5230 IP Appliance Without a PDA . . . . . . . ...................53
Customizingthe5230IPAppliance...........................................53
DisplayContrast .......................................................53
RingerVolume.........................................................53
TheDesktopTool.........................................................53
AccessingtheDesktopTool..............................................53
CallForwardProfile.....................................................55
VoiceMail...............................................................55

RevisionA iii
FeatureAccessCodes.....................................................56
CallForwardEndChaining...............................................56
CallForwardOverride...................................................56
CallPark.............................................................56
CallPickup............................................................56
Callback..............................................................57
Campon..............................................................57
Hold.................................................................57
PersonalSpeedCall....................................................57
RedialSavedNumber...................................................58
TrunkFlash...........................................................58

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About Your 5230 IP Appliance
RevisionA 1
About Your 5230 IP Appliance
TheMitelNetworks5230IPApplianceusesyourPersonalDigitalAssistant(PDA)asanintuitive
interfacetotheMitelNetworkstelephonesystem.Withthe5230IPAppliancePDAApplications
installed on your PDA, you can, for example, make calls from your Contacts list, synchronize
your data and files, view a list of your voice mails, or share files with other 5230 IP Appliance
users, from either your 5230 IP Appliance, or any other 5230 IP Appliance on your network.
About This User Guide
This user guide contains information on using the features of your 5230 IP Appliance on a
Mitel Networks™3300IntegratedCommunicationsPlatform(ICP),andisorganizedasfollows:
• About Your 5230 IP Appliance (this section).
• Getting Started (page 7)
• Using the 5230 Feature Keys Application (page 13)
• Using the Other 5230 Applications (page 29)
• Making and Receiving Calls (page 41)
• Appendix A—Additional Information (page 49)
• Appendix B—Using the 5230 IP Appliance Without a PDA (page 56)
Conventions
•Tap means select an item on the PDA screen using the stylus.
•Press means press a key on the 5230 IP Appliance set.
•Home Phone means your assigned 5230 IP Appliance (usually, the phone at your desk).
•Remote Phone means any other 5230 IP Appliance on your network.
• : indicates that you can perform a procedure when your PDA is docked in the
Personality Module of a 5230 IP Appliance.
• : indicates that you can perform a procedure on the 5230 IP Appliance with the PDA
undocked.
• : indicates that you can perform a procedure on your PDA when your PDA is
undocked.
Note: This User Guide assumes that you are familiar with the operation of your PDA. If
youarenot,pleasetakethetimetoreview yourPDAUserGuide,andfamiliarizeyourself
with the basic operation of your PDA and its applications.

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5230 IP Appliance User Guide
The 5230 IP Appliance
Front View
5230 IP Appliance with PDA
5230 IP Appliance without PDA
cAudio Device Controls
Handsfree Speaker (see page 43)
Volume Up (see page 11 and page 53)
Volume Down (see page 11 and page 53)
Handsfree microphone/mute (see page 43)
➋Speaker Two speakers for enhanced audio.
➌Personality Module Provides the interface between a PDA and the 5230 IP Appliance.

About Your 5230 IP Appliance
RevisionA 3
Back View
5230 IP Appliance Connectors
➍Display Two-line display.
➎Softkeys Used to access context-sensitive features.
➏Stylus holder To hold your PDA stylus.
➐Call Indicator Light Flashes when you have an incoming call.
➑Call Feature Keys
Message (see page 45 and page 55)
Hold (see page 45)
Transfer/Conference (see page 42)
Cancel (use to end a call or a call making feature)
➒Dialpad 12-key alphanumeric keypad
LAN connector RJ-45 (Ethernet) connector.
Computer Connector RJ-45 (Ethernet) connector.
PDA charger jack Connect ONLY charger power supply that came with PDA.
Handset jack RJ-22 connector.
Headset jack RJ-22 connector.
USB connector (for future use)

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Components
The 5230 IP Appliance has three main components:
• the 5230 IP Appliance set.
• the Personality Module.
• the 5230 Applications on your PDA.
The 5230 IP Appliance Set
On its own, the 5230 IP Appliance provides basic call making features.
The Personality Module
The Personality Module provides the interface between your PDA model and the 5230 IP
Appliance. Personality Modules are tailored to specific models of PDAs (see “Changing the
Personality Module” on page 51 for more information).
The 5230 Applications
The 5230 Applications are the power behind the 5230 IP Appliance:
•PDA Phone: lets you use your PDA as a phone when docked in the 5230 IP Appliance
(see “The PDA Phone Application” on page 8)
•Feature Keys: lets you program and use call forward settings, speed dial numbers and
otherfeaturesofthe3300ICP(see“Usingthe5230FeatureKeysApplication”onpage 13).
•Dial by Contacts: lets you call someone directly from your PDA’s Contacts application
(see “Contacts Tools” on page 33).
•Call History: lets you view and edit a list of the calls you made and received, as well as
add information from Call History items to your PDA’s Contacts application (see “Call
History” on page 29).
•Visual Voice Mail: lets you view a list of your voice mails (see “Visual Voice Mail” on
page 36).
•Send It: lets you send files to other 5230 IP Appliance users on your network (see “Send
It” on page 34).
Features
The 5230 IP Appliance lets you use all the other features and applications of your PDA, and
acts like the PDA’s synchronization cradle. You still can, for example,:
• synchronize your PDA with your computer from your 5230 IP Appliance, and from any
other 5230 IP Appliance on your network (see “Data Synchronization” on page 49).
• charge your PDA by connecting its charger to the back of the 5230 IP appliance (see
“Charging the PDA” on page 49).

About Your 5230 IP Appliance
RevisionA 5
Documentation
The following customer documentation is available for the 5230 IP Appliance:
•Installation Guide (part number 56003848). Shipped with the 5230 IP Appliance. You
can order additional copies from your Mitel Networks distributor.
•User Guide (this document). You can download additional PDF copies from the Mitel
Networkswebsite(seeinstructionsbelow).
•QuickReferenceCard.YoucandownloadadditionalPDFcopiesfromtheMitelNetworks
web site (see instructions below).
•OnlineHelp.InstalledonthePDAwiththe5230IPApplianceApplications.Youcanaccess
it via the Start menu like the rest of the Help files on your PDA.
To download user documentation from the Mitel Networks web site
1. With your favorite browser, go to www.mitel.com.
2. Bring your cursor over the word Support, and select Documentation Library.
3. In the drop-down list, select User Guides.
4. Download the desired document (see your browser help for instructions on downloading
files from a web site).
Tips for Your Comfort and Safety
Don't Cradle the Handset!
Prolonged use of the handset can lead to neck, shoulder or back discomfort, especially if you
cradle the handset between your ear and shoulder. If you use your phone a lot, you may find
it more comfortable to use a headset.
Use only Mitel Networks headset approved for operation with the 5230 IP Appliance; talk to
your authorized Mitel Networks vendor for information on these headsets. For information on
using a headset to make calls, see “Headset Operation” on page 44.
Protect Your Hearing
Your phone has a control for adjusting the volume of the handset receiver or headset (see “To
change the Ringer Volume (method 2)” on page 11). Because continuous exposure to loud
sounds can contribute to hearing loss, keep the volume at a moderate level.
Note: If you are viewing an electronic version of this document, and have a connection
to the internet, click anywhere in this paragraph to access the Mitel Networks end user
documentation web site.

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Adjusting the Viewing Angle
The 5230 IP Appliance has two viewing angle settings. Use the setting that is most comfortable
for you. To change the viewing angle of your phone, remove the stand, and re-insert it in the
alternate position.
Installing the Stand
1. Press both stand latches (➋) inwards to unlock the stand, then remove the stand.
2. Re-insert the stand in the alternate position, pivot first (➊). The bottom position (—)isthe
more vertical position, and the top position (---) is the more horizontal position.
3. Press the stand latches (➋)outwards(fromwithinthestand)tolockthestandinplace.

Getting Started
RevisionA 7
Getting Started
This section shows you how to set up and start using your 5230 IP Appliance. The basic steps
are:
1. Install the 5230 Applications (page 7).
2. Dock your PDA in your 5230 IP Appliance (page 8).
3. Start the 5230 PDA Phone application (page 8).
4. Explore the 5230 PDA Phone application, and set your general preferences (page 8).
Before you Start
Please follow the instructions in your PDA’s user guide to set up synchronization between your
PDA and your computer. Take the time to familiarize yourself with the operation of your PDA,
including how to:
• navigate through your PDA’s interface
• open, minimize and close applications
• type and/or write text
• use the Contacts application
• synchronizing the information and files between your PDA and your computer
• set up a partnership between your PDA and your computer for local and remote
synchronization
Installing the 5230 IP Appliance PDA Applications
The 5230 Applications are installed from your computer, with your PDA in its synchronization
cradle (NOT in the 5230 IP Appliance). See “Installing/Upgrading the 5230 IP Appliance
Applications” on page 50 for instructions on installing the 5230 PDA Applications.
Note: We recommend that you do not program automatic synchronization of your PDA
to prevent interference between the 5230 PDA Phone application and ActiveSync when
starting the 5230 PDA Phone application from a 5230 IP Appliance.

Starting the 5230 IP Appliance PDA Applications
Docking your PDA
To dock your PDA in a 5230 IP Appliance
• SlideyourPDAdownwardinthe 5230 PersonalityModule until itcan’t godownanyfurther.
Starting the 5230 PDA Phone Application
The 5230 PDA Applications are accessed via the 5230 PDA Phone application main screen.
To start the 5230 PDA Phone application
1. Ifthe applicationisnotvisible,selectPDAPhone intheStart menu.The5230 PDAPhone
application becomes the active program.
2. Tap the Connect PDA softkey. The 5230 PDA Phone application connects to the IP
telephone switch.
Exploring the 5230 Applications
The PDA Phone Application
This is the main 5230 IP Appliance PDA application. Use it to:
• make and receive calls
• access other 5230 Applications
• set your general preferences
Note:BeforedockingyouPDAina5230IPAppliance,removeitfromanyprotectivecase.
Note: You do not need to tap the Connect PDA softkey when you start the 5230 PDA
Phone application for the first time, or when starting the application after closing it (using
iTask), or after resetting your PDA.

Getting Started
RevisionA 9
PDA Phone Application—Main Screen
➊Display
When the phone is idle, shows the current time and date.
When the phone is ringing, shows the caller name and/or number (if
available).
When on a call, shows the number and/or name of the caller/ recipient
(if available).
➋Softkeys Show context-sensitive features. Tap a feature/application name to
activate it.
➌Buttons
Line appearances and Redial.
You can have up to three line appearances, including the Prime Line
(which is always the bottom right button). These line appearances are
programmed by your Administrator
➍Mitel Toolbar
Provides one-touch access to the 5230 Applications.
: Send It (see page 34)
: Show Call Forwarding (see page 17)
: Feature Keys (see page 13)
: Call History (see page 29)
: Visual Voice Mail (see page 36)
: Dial by Contact (see page 33)
➎Menu Bar Use to access 5230 Applications, show/hide the Mitel Toolbar, change
operational settings, and view the software version of the 5230 PDA
Applications.
Note: The Visual Voice Mail icon on the Mitel Toolbar flashes when the Message key on
the 5230 IP Appliance flashes (to indicate that a new message or voice mail is waiting).
➊
➊➊
➊
➋
➋➋
➋
➌
➌➌
➌
➍
➍➍
➍
➎
➎➎
➎

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Making and Receiving Calls
You use the PDA Phone application and the keys on the 5230 IP Appliance to make calls. They
function the same way as any standard Mitel Networks IP Phone. See “Making and Receiving
Calls” on page 41 for more information.
Accessing 5230 Applications
You can access the other 5230 Applications from the PDA Phone application by:
• tapping the desired application icon on the Mitel Toolbar (to use this method, Show Mitel
Toolbar must be selected in the View menu).
• selecting the desired application in the View menu.
Set your General Preferences
To Hide/Show your Home Phone directory number
1. Open the PDA Phone application.
2. In the View menu, select Show Home Phone DN to toggle the display of your Home
Phone number at the top of the window (a check mark means it’s on).
To Hide/Show the Mitel Toolbar
1. Open the PDA Phone application.
2. IntheView menu, selectShowMitel Toolbar totoggle the MitelToolbar onor off(acheck
mark means it’s on).
To set your Docking, Call Notification and Launch preferences
1. Start the PDA Phone application.
2. In the Tools Menu, tap Options….
3. Select the option(s) you want to enable, then tap OK:
•Notify me when PDA is docked in a remote phone: gives you a warning when you
dock your PDA in a 5230 IP Appliance that is not your home phone.
•Launch PDA Phone on an incoming calls: automatically starts the PDA Phone
application when you receive a call.
•LaunchthePDAPhoneondial:automaticallystartsthePDAPhoneapplicationwhen
you start dialing a number with the dialpad.
To change the display skin
You can choose between various color schemes for the display.
1. Open the PDA Phone application.
2. In the Tools menu, select Change Skin….
3. Select which color scheme your prefer, then tap OK.

Getting Started
RevisionA 11
To select your Home Phone
1. Dock you PDA in your Home Phone.
2. Open the PDA Phone application.
3. In the Tools menu, select Set Home Phone…. The Home Phone window opens.
4. Tap Yes.
To change the display language
1. Dock you PDA in your Home Phone.
2. Open the PDA Phone application.
3. In the Tools menu, select Set Language….
4. Select the desired display language, and tap OK.
To change the Ringer Volume (method 1)
• While the phone is ringing, use the and keys to adjust the ringer volume. When
you answer the call, the volume level is saved.
To change the Ringer Volume (method 2)
1. Open the PDA Phone application.
2. Select Set Ringer Volume… in the Tools menu.
3. Use the and keys on the 5230 IP Appliance to change the volume to the desired
setting. Every time you press the or key, the phone plays the new ring volume.
4. When you are finished, tap Done.
To change the Ringer Tone
1. Open the PDA Phone application.
2. Select Set Ringer Tone… in the Tools menu.
3. Use the and keys on the 5230 IP Appliance to change the tone to the desired
setting. Each time you press the or key, the phone plays the new ring tone.
4. When you are finished, tap Done.
Note: You will need to re-select your Home Phone if your 5230 IP Appliance is replaced
by a new unit.
Note: This changes only the language on the display, not the 5230 PDA Applications
language.
Note: You cannot change the ringer volume during a call. Do not undock your PDA while
changing this feature.
Note:If youmake acallorreceiveanewcall while changingthe ringer volume,theringer
volume will be saved and the Ringer Adjust application terminated.
Note: You cannot change the ringer tone during a call. Do not undock your PDA while
changing this feature.
Note: If you make a call or receive a new call while changing the ringer tone, the ringer
tone will be saved and the Ringer Adjust application terminated.

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What’s Next?
The rest of this User Guide contains the following:
• instructions on using the 5230 Feature Keys application (page 13)
• instructions on using the other 5230 PDA Applications (page 29)
• instructions on using basic and more advanced call making features (page 41)
• additional information on using your PDA with the 5230 IP Appliance (page 49)
• information on using your 5230 IP Appliance without a PDA (page 53).

Using the 5230 Feature Keys Application
RevisionA 13
Using the 5230 Feature Keys Application
The Feature Keys Application provides one touch access to phone numbers, call forward
settings and a variety of telephony features. This section is organized as follows
• About the Feature Keys Application (below)
• Call Forward Settings (page 16)
• Speed Dials (page 20)
• Other Telephony Features (page 21)
About the Feature Keys Application
Examples of Feature Key Pages
You can have up to 15 category pages of Feature Keys, with 10 keys per page, all configurable
to your preferences (see “Category Pages” on page 15).
To start the Feature Keys application
1. From the PDA Phone application, do one of the following:
• Tap in the Mitel toolbar.
•SelectFeature Keys… in the View menu.
Reminder: You must tap the Connect PDA softkey in the PDA Phone application every
time you dock you PDA in a 5230 IP Appliance!

Application Modes
The Feature Keys application has two operating modes:
•Edit: use to program/edit Feature Keys. You can edit Feature Keys in offline mode.
•Run: use to invoke features. You must be docked in a 5230 IP Appliance with the PDA
Phone application running to be in Run mode.
To change application modes
1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on
page 8).
2. In the Modes menu, select Edit or Run.
Quick Launch
By default, you get a feature confirmation screen when you invoke a feature. You can disable
this by selecting the Quick Launch option
To enable/disable Quick Launch
1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on
page 8).
2. In the Tools menu, select Quick Launch. A check mark indicates that Quick Launch is
active.
Clearing a Feature
You can erase a feature from a Feature Key. Once you’ve cleared a Feature Key, you cannot
use it until you reprogram it.
To clear a Feature Key
1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Application” on
page 8).
2. In the Tools menu, select Edit.
3. Go to the desired category page.
4. Tap the Feature Key you want to clear.
5. Tap Clear Feature. Feature Key is cleared, and the current category page window is
displayed.