Mitel 6863i User manual

Mitel 6863i SIP Phone
41-001565-05 REV03
RELEASE 4.1.0 SERVICE PACK 3 USER GUIDE

Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
LINE KEYS AND PROGRAMMABLE KEYS
This section describes the Multiple Line/Call Appearance Keys (L1 and L2) and the
customizable programmable keys located under the phone’s LCD screen.
MULTIPLE LINE AND CALL APPEARANCE KEYS
The 6863i has 2 hard line/call appearance keys each with a corresponding status light. These
line/call appearance keys and lights can represent physical lines, calls for your extension or
calls from a group that your extension is part of. By pressing a line/call appearance key, you
connect to the line or a call it represents. The line/call appearance light indicates the status of
that line or call. When the phone is taken off-hook, the phone automatically selects a line for you.
When you have more than one call, you can use the left and right navigation keys 3 and 4 to
scroll left and right to the different call screens. The display shows which line the call information
is referring to (L1 or L2), the Caller ID information (name and number, if available), the call
status and the timer specific to that call.
LINE/CALL APPEARANCE LED BEHAVIOR LINE/CALL APPEARANCE STATUS
Off Idle line or no call activity
Light flashes quickly Ringing
Light is solid Connected
Light flashes slowly Hold
Line/Call Appearances
Programmable Keys
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Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
58
CREATING A SPEED DIAL KEY
The normal function of the speed dial option allows you to dial a number quickly by pressing a
key configured for speed dialing. You can program the keys on the 6863i to speed dial outside
numbers, dial directly to another person’s line or extension, or set it up to quickly access features
such as Caller ID (*69) and voicemail.
The speed dial function can be set using the IP phone UI or the Mitel Web UI.
• By pressing and holding a programmable key or keypad key
SPEED DIAL PREFIX
The speed dial feature also allows you to specify a preset string of numbers followed by a +
that the phone dials automatically after pressing the speed dial key. You can use this feature
for numbers that contain long prefixes.
Note: You can use a speed dial key while on an active call by placing the active call on
hold first, and then pressing the speed dial key.
Voice Mail Indicated caller has voice mail.
• Speed Dial Edit
You can create speed dial keys using any of the following method:
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Line Keys and Programmable Keys
1. Press a programmable key or a number key on the keypad for three seconds. A screen
displays with the prompt, Enter Number>.
2. Enter a phone number or extension to assign to that speed dial key.
The following example illustrates the screen display:
3. Press 4Save to save the number as a speed dial key.
By default, the phone automatically assigns the speed dial key to line 1 if available. To
select a different line, use the 2 and 5 navigation keys.
4. Press 4Save to save the speed dial key to the line specified.
IP PHONE UI
Speeddial
Enter Number>
333_
Cancel Save
Line:1
Change
Cancel Save
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Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
CREATING A SPEED DIAL USING THE SPEED DIAL EDIT OPTION
You can use the IP phone UI at the path, Options > Preferences > Speed Dial Edit, to create
a speed dial key.
1. Press on the phone to enter the Options List.
2. Select Preferences.
3. Select Speed Dial Edit.
The following prompt displays:
Press SD button
4. Press an unconfigured programmable key or keypad key.
5. Enter a phone number or extension to assign to that speed dial key.
The following example illustrates the screen display:
6. Press 4Save to save the number as a speed dial key.
By default, the phone automatically assigns the speed dial key to line 1 if available. To
select a different line, use the 2 and 5 navigation keys.
7. Press 4Save to save the speed dial key to the line specified.
IP PHONE UI
Note: If you select a key that is currently set as a speed dial key, the speed dial
information displays for you to edit
Speeddial
Enter Number>
333_
Cancel Save
Line:1
Change
Cancel Save
6

Making Calls
MAKING CALLS
This section describes ways to make calls on your 6863i phone, using your handset, or
speakerphone or headset.
DIALING A NUMBER
First, take the phone off-hook by:
• Lifting the handset
• Pressing or
• Pressing a line/call appearance key.
At the dial tone, enter the number you wish to call.
If you are unable to make calls within certain area codes, check with your System Administrator
for any toll restrictions placed on your extension that may restrict your access to long distance
area codes or dialing prefixes.
Note: After dialing the number, the phone has a short delay before sending the call. To
send the call immediately, you can press the 4 Dial key immediately after dialing the
number. The phone sends the call without delay.
7

Receiving Calls
RECEIVING CALLS
When a call is ringing at your extension, you see the inbound call screen. The line/call
appearance LED flashes quickly for the incoming call.
ANSWERING AN INCOMING CALL
1. For handsfree operation, press or the line/call appearance key for the incoming call.
or
Press for headset operation.
or
Lift the handset for handset operation.
If the phone is already connected to a call, pressing the line/call appearance key for the new
incoming call automatically places the connected call on hold and answers the new call. To
reconnect to a party, press the line/call appearance key for that call.
If you cannot answer the call, the caller goes to voicemail (if configured for your extension).
SENDING AN INCOMING CALL TO VOICEMAIL
You can send an incoming call directly to voicemail without answering the call. To do this, press
without picking up the handset. If you are already on the phone your incoming call should
go directly to voicemail. Your phone screen displays a voicemail icon ( ) along with the
number of waiting messages, if you have unheard messages (example: x4).
IP PHONE UI
Note: The audio mode setting you have selected in Options List > Preferences >
Set Audio > Audio Mode on the IP phone UI determines if the call goes to handsfree
or headset operation. For more information, see the section “Audio Mode” on
page 33.
Note: The key can be used to cancel the call pickup procedure.
1
555-1234
Martha Gold
8

Handling Calls
RETRIEVING A HELD CALL
If you have more than 1 call on hold, you can scroll through the held call information by pressing
3 and 4 navigation keys. To reconnect to a call press the line/call appearance key where that
call is being held. If you press the call/line appearance key again, you disconnect from the call.
TRANSFERRING CALLS
By default, the Transfer key is preprogrammed on Key 3 of the 6863i IP phone. You can use
this programmable key to transfer calls.
BLIND TRANSFER
A blind transfer is when you transfer a call directly to another extension without consulting with
the person receiving the call. To do this, simply complete the transfer immediately after you
have entered the number. The call goes directly to the extension or outside line you transferred
to. If the party you are transferring the call to does not answer, the transferred call rings back
to your extension.
CONSULTATIVE TRANSFER
You also have the option to consult with the person you are transferring the call to, before you
complete the transfer. To do this, remain on the line until the receiving party answers the call.
After consulting with the receiving party, you can either complete the transfer or cancel the
transfer to go back to the original call.
DIRECT TRANSFER
The 6863i IP phone provides a convenient direct method of transferring an existing call to
another existing call. If you have the transfer recipient on hold on another line, you can simply
navigate to the recipient and press the Transfer key and the direct transfer will be performed.
Transfer Key
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Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
HANDLING CALLS
When you are connected to a call, you can use the hard keys to place a call on hold, and
programmable keys to transfer calls or create conference calls.
PLACING A CALL ON HOLD
You can place an active call on hold by pressing the Hold key. When you place a call
on hold, only your phone can retrieve the call.
When a call is on hold, the icon displays on-hook as follows.
For on-hold calls, the timer displays as running and the Line and Message Waiting Indicator
(MWI) LEDs flash.
1. Connect to the call (if not already connected).
2. Press the key.
The line/call appearance light begins to flash slowly and after a short time the phone beeps
softly to remind you that you still have a call on hold. The screen displays Call held with the line
number the call is held at the phone.
WHEN ON HOLD
To let your caller know that they are still on hold, music plays softly (if this has been set up for
your system). The call/line appearance light for the line you are on flashes to indicate that you
are still connected.
AUTOMATIC HOLD
When juggling between calls, you do not have to press the key to go from one call to
the next. The phone automatically puts your current call on hold as soon as you press a new
line/call appearance key. If you have more than one call on hold, you can reconnect to a held
call by pressing the line/call appearance key where that call is being held. Press to
disconnect the call.
IP PHONE UI
L1
01:25
Call held
L1
01:35
Martha Gold
555-1234
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Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
TRANSFERRING CALLS
Use the following procedure to transfer a call to another extension.
1. Connect to Party 1 (if not already connected). Party 1 is the party you want to transfer.
2. Press the programmed Transfer key.
3. Enter the extension number (or the outside number) to Party 2. This is the Party for which
you want to transfer Party 1.
4. Complete either a blind or consultative transfer:
a. To complete a blind transfer, press the programmed Transfer key again before the
receiving end answers.
b. To complete a consultative transfer, press 4Dial to dial out and remain on the line to
speak with the Party 2, before either pressing the programmed Transfer key or
key, or hanging up the handset to transfer Party 1 to Party 2.
IP PHONE UI
Note: Users are able to edit the destination number by pressing the 3 navigation
key, which acts as a Backspace key.
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Mitel 6863i SIP Phone Release 4.1.0 SP3 User Guide
CONFERENCING CALLS
The 6863i IP phone offers two methods of conferencing:
• Local conferencing (default method).
• Centralized conferencing (for Sylantro and BroadSoft call managers - Administrator must
enable this method).
LOCAL CONFERENCING
The 6863i phone supports up to 3 parties (including yourself) in a conference call. This is called
Local Conferencing and is the default method of conferencing on the 6863i.
The following screen illustrates a connected local conference screen:
In a local conference call, you use the up and down arrow keys to scroll to a party on the list,
the 4Drop key to drop a selected party and the 3 Leave key to leave the conference.
Using Local Conferencing
Use the following procedure to create a conference call using local conferencing.
1. When you begin a conference, you are the first party in the conference (Party 1). Pickup
the handset or press the key. A line opens up.
2. Call Party 2 by dialing their number (or answer an incoming call of a Party).
3. Wait for Party 2 to answer. When Party 2 answers, you can consult with them before adding
them to the conference.
4. Press the programmed Conference key.
5. Enter the phone number of Party 3.
IP PHONE UI
Note: Users are able to edit the destination number by pressing the 3 navigation
key, which acts as a Backspace key.
1
1. Martha Gold
2. François Dupont
Leave Drop
1
1. Martha Gold
2.
Dial
12

Handling Calls
6. Wait for Party 3 to answer. When Party 3 answers, you can consult with them before adding
them to the conference.
7. Press the programmed Conference key again to add Party 3 to the conference. Party 1
(which is yourself), Party 2, and Party 3 are all connected to a single conference.
8. To drop a party from the conference, use the 5 or 2 navigation key to select the party and
press the 4Drop key.
1
1. Martha Gold
2. François Dupont
Drop
1
1. Martha Gold
2. François Dupont
Leave Drop
13