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Cisco IP Communications Solutions End User Training

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1 Cisco IP Communications Solutions End User Training

2 Cisco IP Communications Vision
To help people use the power of IP to connect with each other any time, anywhere

3 Course Overview The Cisco IP Communications Training Course explains how to use the basic features of The Hunter Douglas IP Communications System.

4 Course Outline Welcome to Cisco IPC Using Common IPC Features
Using Advanced Features & Applications Ongoing Support

5 Section 1 – Welcome to Cisco IPC
This section explains the following: Why your company invested in IPC Power IP Communications Improve Productivity

6 Why your company invested in IPC … It’s More than Voice Telephony
Rich Media Enriching Communication Through Integration of Voice, Video and Data Collaboration Wide band audio Data collaboration Video Instant messaging Conferencing A phone call is not just about audio anymore! Depending on the device being used, wideband audio, data collaboration, and video are all ways the communications experience can be enhanced.

7 Improved Productivity
More quickly opened new offices Easy-to-change work places Reduced amount of telephone tag Improved remote worker productivity Reduced travel for staff Flexibility in adapting to changing business conditions Robust features & functions Cisco IP communications can help your company save time and money.

8 Section 2 – Using Common IPC Features
By the end of this section you will be able to complete the following: Place, transfer, forward, park and pick up a call Place a conference call Set up speed dials Set voice mail passwords Retrieve, forward, save, and delete voice mail

9 Getting to Know Your Phone
The Cisco IP Phone 7960G or 7940G is a full-feature telephone that provides voice communication over the same data network that your computer uses, allowing you to place and receive phone calls, put calls on hold, speed dial numbers, transfer calls, make conference calls, and so on. In addition to basic call-handling features, your phone supports specialized or advanced telephony features that can extend and customize your call-handling capabilities. Your Cisco IP Phone also provides you with: Access to network data and services—You can access specialized web-based services from your phone Online control from your User Options web pages—You can customize your phone’s features using a web browser on your computer An online help system—You can obtain information about features, buttons, softkeys, and menu items directly from your phone Buttons and Hardware Some of the hardware features on your Cisco IP Phone include: Buttons for speakerphone mode and headset mode Four softkey buttons for access to telephony features Four feature buttons for access to messages, directories, services, and settings Programmable buttons for phone lines, features, speed-dial numbers, and services A help button for on-the-spot information Because most phones are configured for a single line, these instructions generally assume a single line for the sake of simplicity. Multiple line installations typically can follow the same instructions with an occasional additional step of selecting a line button or scrolling through a list to select a particular line. Refer to the quick reference guide or the user guide for your phone for specific instructions for phones with multiple lines.

10 Example: Softkeys when handset is lifted
Using the Softkeys Softkeys: Point to feature options displayed along the bottom of the LCD screen. Example: Softkeys when handset is lifted Press the button beneath any softkey to select that function. Softkeys change depending on the feature in use. Select the more softkey to see more softkeys. Softkeys: first screen Four softkey buttons are available for access to telephony features. Each softkey activates a softkey option displayed on your phone screen Activate a softkey function by pressing the corresponding softkey button. A navigation button beneath the softkeys allows you to scroll through menus and highlight items. It is used in conjunction with softkeys to activate highlighted items. Press a relevant softkey such as Select or Dial to finish the action. Softkeys: when more button is pressed

11 Using the Information Key
? Press ? Press any key. Explanation appears on the screen. To end, either: Press the Exit softkey To learn about a button or softkey, press the “i” or “?” key once, then press a button or softkey. Press “?” again, or press the Exit softkey to exit the function. Softkeys

12 Changing the Ring Type 1) Press the Settings button , then
press the Scroll key to highlight Ring Type ; press the Select softkey. Press the Scroll key to highlight either a line or the default ring setting (these work the same), the press the Select softkey. Use the Scroll key to highlight a ring type. Press the Play softkey to hear the highlighted ring type. To select a ring type, press the Select softkey and then press the OK softkey. Press the Exit softkey twice to exit. Softkeys Scroll Settings You can customize the way that your phone indicates an incoming call for each of your lines. Customized ring sounds can help you quickly differentiate between multiple lines. For example, you can choose a chirping sound to indicate an incoming call on Line 1 and a drumbeat to indicate an incoming call on Line 2. To change the ring sound, choose Ring Type. Select either a line or the default ring setting and then press select. Although the display looks different depending on whether you selected a line or the default ring type, both selections are then configured as follows: Use the navigation button to scroll through the ring types. If you have multiple lines, select a phone line or the default ring setting. Press Play to hear the selected ring type. When you find a ring sound that you want, press Select, then press OK. You can apply the default ring setting to a selected phone line by pressing Default.

13 Placing a Call There are many ways to place a phone call.
Line Buttons There are many ways to place a phone call. You can simply: Lift the handset Dial the phone number Other ways include the following: Do one of the following: Press the line button for the line you wish to call on (Speaker button lights) Press the Speaker button Press the Headset button Handset To place a call, simply pick up the handset and dial. Or use one of the many other available options. The figure shows a few of the most commonly used ways to place a call. Also refer to the phone’s quick reference guide for more detailed instructions. Headset Speaker

14 Dialing the Number Inside Calls: Dial the 6-digit extension number
Outside Local Calls: Dial “9” + the number Long Distance Calls: Dial 91 + the number International Calls: Dial the number Intersite Calls: Dial the 6-digit extension number This figure shows you how to place calls from your location.

15 Ending a Call Depending on how the call was placed (or accepted), do one of the following: Hang up the handset Press the Speaker button Press the Headset button Press the EndCall softkey Softkeys Handset To end a call, hang up. To hang up while using the handset, return the handset to its cradle or press the EndCall softkey To hang up while using the headset, press the headset button. If you want to keep headset mode activated (keep the button lit after hanging up), press the EndCall softkey. To hang up while using the speakerphone, press the speakerphone button, or press the EndCall softkey. To hang up one call but preserve another call on the same line, press the EndCall softkey. If necessary, remove the call from hold first. Headset Speaker

16 Answering an Incoming Call
Line Buttons Lift the handset Or, answer with the speakerphone; either: Press the Speaker button Press the Answer softkey Press the line button for the incoming call Or, answer with a headset; either: Press the Headset button (If not lighted) If lighted, either: Press the Mute button to mute a call or to disengage mute. Softkeys Handset To answer a call, pick up the handset. To answer with a headset, press the headset button, if unlit. Or, if the headset button is already lit, press the Answer softkey, or press the line button to select the line for the incoming call. To answer with the speakerphone, press the speakerphone button, or press the Answer softkey, or press the line button to select the line for the incoming call. See your quick reference guide for more detailed instructions and other available features. Headset Mute Speaker

17 Putting a Call on Hold Press the Hold softkey.
To return to the call, press the Resume softkey. If you have multiple calls on hold: Use the Scroll key to select the call to resume Press the Resume softkey Softkeys Scroll Only one call can be active at any given time; all other calls must be placed on hold. To put a call on hold, make sure the call you want to put on hold is highlighted and press the Hold softkey. To remove a call from hold, press the Resume softkey. If there is a single call holding, the call will resume automatically. If there are multiple calls holding, scroll to the specific call (if necessary) and press Resume.

18 Answering a Second Call
While on the first call: If necessary, press the Scroll key to highlight the second call Then, press the Answer softkey. This places the first call on hold. To resume either call: Press the Scroll key to select the desired call Then, press the Resume softkey. To end either call: Press the Scroll key to select the call Then, press the EndCall softkey. After ending either call, press the Resume softkey to resume the other call. Softkeys Scroll To answer a call, pick up the handset. To answer with a headset, press the headset button, if unlit. Or, if it is already lit, press the Answer softkey. To answer with the speakerphone, press the speakerphone, or press the Answer softkey. To switch from a connected call to answer a ringing cal, press the Answer softkey. This answers the new call and automatically places the first call on hold. See the quick reference guide for other options and more detailed instructions.

19 Transferring an Incoming Call
Answer the call. Press Trnsfer softkey. This places the call on hold. Dial the number that the call will be transferred to. When the dialed number rings, either: Press the Trnsfer softkey again, or Wait for the party to answer so you can announce the call, and then press the Trnsfer softkey. If the party refuses the call, or the call does not complete successfully, press the Resume softkey to re-join the original call. Softkeys Transfer redirects a call to another phone. To transfer a call without talking to the transfer recipient, press Transfer and enter the target number. When you hear the call ringing, hang up. Depending on how your system administrator configured your phone, you might have to press Transfer again to complete the transfer. To cancel the transfer, press EndCall. You can also talk to the transfer recipient before transferring a call. Press Transfer, enter the target number, and wait for the transfer recipient to answer. If the recipient accepts the transferred call, press Transfer again. If the recipient refuses the call, press Resume to return to the original call. Depending on how your system administrator configured your phone is configured, you might have to press Transfer again to complete the transfer. To cancel the transfer, press EndCall. NOTE: You cannot use Transfer to redirect a call on hold. Press Transfer to remove the call from hold before transferring it.

20 Forwarding all Calls To forward all incoming calls to another extension: Press the CFwdAll softkey. Enter the telephone number to which you want to forward all your incoming calls. A flashing right arrow appears next to your telephone number on the LCD to indicate that all incoming calls are being forwarded. The number calls are forwarded to appears near the bottom of the display. To Cancel, press the CFwdAll softkey. Softkeys Use the call forwarding feature to automatically forward your calls to another phone. This feature is useful if you wish to have someone else answer your calls for you, or if you are temporarily working at another phone and wish to answer your calls yourself.

21 Parking and Retrieving a Call
Park an active call on one phone and retrieve the call on another phone. During a call, press the more softkey, then the Park softkey. Note the Call Park number displayed on the screen (displays for ~10 seconds). Hang up. From any IP phone, press # and dial the Call Park number. You have two minutes to answer the call, then it starts ringing at the original phone. Softkeys When you put a call on “park”, your phone displays a call park number. You or someone else can enter the call park number at another phone to answer the call from that phone. You have a limited amount of time to retrieve a parked call, usually one minute, after which the call starts ringing at the original phone.

22 Making Conference Calls
Place a call between 2-to-5 other phones and yourself. Place the first call and wait for it to be answered. Press the more softkey, then, press the Confrn softkey. This selects a new line and places the first call on hold. Dial another telephone number. When the next call is answered, press the Confrn softkey to add this person to the conference call. You should now be able to speak to both called parties. If you wish, you can add up to 3 more calls; for each, press Confrn, dial the next number, then press Confrn. Maximum participants is 6 (5 other lines and yourself). To drop the line that was added last, press the RmLstC softkey. Softkeys Your Cisco IP Phone allows you to join three or more people into one telephone conversation, creating a conference call. After calling the first participant, the conference organizer presses the Confrn softkey, calls the next participant, and presses the Confrn key again to add the most recent call to the conference. To add another participant, the organizer presses the Confrn softkey again, calls the next participant, and then presses the Confrn softkey to rejoin the conference. The maximum number of participants is 6, including the conference organizer.

23 Conference Call Tips The conference call ends when only two parties remain on the line. If the initiator of the conference call hangs up, the other parties might be able to continue the call, depending on how your phone is configured. Press the Hold soft key to place a conference call on hold. Answering a second call will temporarily remove you from the conference. Press the Resume soft key to return to the conference call. Press the Speaker button to place a call on speakerphone. Press the Mute button to continue listening while preventing others on the call from hearing sound from your phone. Press Mute again to restore sound from your phone. It is good to be aware of certain features when initiating a conference call: It is usually preferable not to put conference calls on hold, although this can be done. If done, use the Resume softkey to return to the conference call. The system administrator can configure whether other participants can continue the call after the call initiator hands up. Whether other participants can continue the call after the call initiator hangs up is configurable by the system administrator. The speakerphone can make listening to a conference call more convenient. The mute button prevents other participants from hearing sound from the muted phone.

24 Speed Dials Line Buttons Program any unused line button to automatically dial a specific number. Press the line button to dial the configured number. Configured using your web browser. The user or administrator can configure speed dials. Speed dialing lets you press a button to place a call. You can assign a speed dial number to any unused line button on your phone.

25 Configuring WEB Speed Dials
Open your web browser and go to 2. Enter your User ID and Password. Note: By default, your User ID is first initial of first name + full last name. By default, the initial password is “12345”. To change your password, select Change Your Password at the next screen. Speed dial numbers are configured at the CallManager User Options screen, which is accessed using your web browser. This section describes how to access your User Option web pages and how to configure speed dialing. For more details about other features that you can configure at the User Options screen, see your user manual or quick reference guide. Your system administrator provides you with your User Options URL, user ID, and default password. Open a web browser on your computer and enter the URL. To log on, enter the user ID and password and click the Log On button. 3. Click the Log On button.

26 Configuring WEB Speed Dials (Cont.)
4. Select your phone. 5. Select Add/Update your Speed Dials. When you have logged on, the User Options Menu is displayed. Select your phone model in the “Select a device” drop-down list. After you make your selection, the menu displays options appropriate for your phone. To configure speed dials, select Add/Update your Speed Dials. Note that at this menu you can also select Change your Password to change the password you use to access the User Options screen. When configuring speed dials or other user options: Click Update to apply and save your changes. Click Return to the Menu to get back to the main menu. Click Log Off to exit the User pages.

27 Configuring WEB Speed Dials (Cont.)
Type a phone number for any available speed dial button. Type it as you would dial it (for example: ). For each speed dial number, type a label to be displayed next to the speed dial button. Select Update Note: You or your administrator can configure speed dials. In the Speed Dial Settings on Phone section, enter a phone number and label for each available speed dial button. Enter the number exactly as you would dial it from your desk phone. For example, enter any access code or the area code, if necessary. The label you enter appears next to the speed dial button on your phone screen.

28 Becoming a Voicemail Subscriber
Press the Messages button. Enter your password (if you already have a password). Listen carefully to the prompts and respond as prompted: If prompted, enter the user name and password provided to you. Record your name Record a greeting that outside callers will hear when you do not answer your phone Change your phone password Choose whether to be listed in the directory (so outside users can find your name in directory assistance) (Later, you can change any of these settings) The system will tell you when you have finished; you are then a Unity subscriber. If you hang up before finishing, you will be prompted the next time you press Messages. Your first step in using voice mail is to enroll as a subscriber, which you do by phone the first time you press the Messages button. A set of prerecorded instructions guide you to: Record your name. Record a greeting that outside callers hear when you do not answer your phone. Change your phone password. Choose whether to be listed in the directory. (When you are listed in the directory, callers who do not know your extension can reach you by finding your name in directory assistance. You must have a recorded name to be listed in the directory.) If you hang up before finishing, you will be prompted again to complete this procedure the next time you press Messages.

29 Accessing Voicemail by Phone
Red Light: Message Waiting Press the Messages button. Enter your password and press #. Press 1 to hear new messages, or 3, 1 to hear saved messages. Follow the voice instructions. Messages You can check new and saved messages by phone. Depending on how your phones are set up, when you receive a new message, a message waiting indicator may light on your phone or you may hear a distinctive dial tone when you pick up the receiver. Once you have listened to a new voice message, it is saved until you delete it. To access voice messages by phone, press the Messages button. Enter your password, and press #. Note: When you listen to a new voice message it is automatically saved until you delete it .

30 Accessing Voicemail from Another Phone
1. Dial your phone number. When Voic answers, press * If prompted, enter your extension number and press #. Enter your password and press #. Follow the voice instructions. You can listen to your voice messages from an outside phone, or from another phone within your organization. Dial your phone number, and when Voic answers, press *. You might be prompted to enter your extension number and press #, and will be prompted to enter your password and press #.

31 Setting the Phone Password by Phone
Press the Messages button. Enter your password (if you already have a password). Press 4, then 3, then 1. Enter your new password, then press #. Enter digits 0 through 9. Re-enter your password followed by #. Messages Your phone password protects the privacy of your messages and secures your phone from unauthorized access. You can change your phone password at any time.

32 Forwarding Voicemail by Phone
Press the Messages button. Enter your password. Follow these prompted steps: After listening to the message, press 5. Follow the voice instructions to address the forwarded message. To address the message to a private list, press ## to switch to number entry. Do one of the following: Press 2 to record an introductory message. Follow the voice instructions. Press 3 to set message options. Follow the voice instructions. Press # to forward the message as is. Messages You can forward a voice message to another phone. You can forward the message as it is, or you can record an introduction that plays before the recipient listens to the forwarded message.

33 Saving Voice Messages by Phone
Press the Messages button. Enter your password. Press 1 to hear new messages During or after playback, press 2 to save the message. Messages

34 Deleting Voice Messages by Phone
Press the Messages button. Enter your password. Press 1 to hear new messages, or, press 3 to hear old messages. During or after playback, press 3 to delete the message. Messages When you listen to a new voice message it is automatically saved until you delete it. To delete a message, press the Messages button and follow the instructions given.

35 Permanently Deleting Messages by Phone
Press the Messages button. Enter your password. Press 3 to hear old messages. Press 2 to access deleted messages. Follow the voice prompts to either: Delete messages one at a time Delete multiple messages Messages Voic can be configured to save your deleted messages and allow you to permanently delete them.

36 Summary: Basic Message Manipulation
[1] New Messages [3], [1] Saved Messages [3], [2] Deleted Messages * During Message Summary or Review [1] Restart Summary [2] Save [3] Delete [4] Slow playback [5] Change volume* [6] Fast playback [7] Rewind message [8] Pause/resume [9] Fast forward [#] Fast-forward to end [#] [#] Skip message, save as is Use these keys anytime: [0] Help [*] Cancel or back up After Message [1] Replay Message [2] Save/Restore as saved* [3] Delete [4] Reply [1] Reply to all [2] Call the subscriber* [5] Forward message [6] Save as new/Restore as new* [7] Rewind message [8] Deliver or fax to fax machine* [9] Play message properties [#] Save as is This slide summarizes the numbers you use to access and manipulate phone messages.

37 Summary: Sending a Message
Use these keys anytime: [0] Help [*] Cancel or back up [2] Send a message--Address and Record, then: [1] Message options [1] Change addressing [1] Add name [2] Hear all names [3] Remove name [2] Change Recording [1] Hear recording [2] Save recording [3] Record [3] Add to recording [3] Set Special Delivery [1] Urgent [2] Return receipt [3] Private [4] Review message [#] Send message This slide summarizes the numbers you use to access and manipulate phone messages.

38 Summary: Setting Some Useful Preferences
[4] Setup Options [1] Greetings [1] Record greeting [8] Pause or resume recording [#] end recording [2] Turn alternate greeting on/off [3] Edit other greetings [1] Edit standard greeting [2] Edit alternate greeting [4] Hear all greetings [3] Personal Settings [1] Change password [2] Change recorded name This slide summarizes the numbers you use to access and manipulate phone messages.

39 By the end of this Section you will be able to: Use Extension Mobility
Section 3 – Using Advanced Features & Applications By the end of this Section you will be able to: Use Extension Mobility Use Unified Messaging

40 Extension Mobility From another Cisco IP Phone configured to support Extension Mobility, you can access your configured phone capabilities, such as: Line appearances Services Speed dials The Extension Mobility feature let you temporarily access such Cisco IP Phone configuration as your line appearances, services, and speed dials from other Cisco IP Phones.

41 Using the Extension Mobility Feature
At any designated phone that supports Extension Mobility: Press the Services button. Press the Scroll key to highlight the Login service, then press the Select softkey. Enter the user name and PIN assigned to you by your system administrator. Phone resets with your profile. To log out: Use the Scroll button to scroll to logout, then press the Select softkey. Scroll Services To access Extension Mobility from a Cisco IP Phone other than your own, press the Services button and then enter your login information: UserID Personal Identification Number (PIN). To log out, press the Services button and choose logout. If you do not log out, the system will automatically log you out if the phone is set up to log out automatically. If not, the next user of the phone will have to log you out.

42 Section 4 – Ongoing Support
By the end of this Section you will be able to locate the following: For your Cisco IP Phone: Quick Reference Guide Online tutorials For Cisco Unity Where to get support

43 Quick Reference Guide Provided with your phone Includes: Tips
Sample IP Phone training worksheet What is the 7960? The Cisco IP Phone 7960 is a full - feature telephone that provides voice communication over an IP (Internet Protocol) network. The phone functions much like traditional phones, allowing you place and receive telephone calls. It also supp orts such features as speed dialing, redial, call transfer, conference calling, and voice mail access. 1 Handset with indicator light 10 Mute button 2 LCD screen 11 Headset button 3 Cisco IP Phone model type 12 Volume button 4 Line or speed dial button 13 Services button 5 Footstand adjustment 14 Messages button 6 Directories button 15 Navigation button 7 Help button 16 Dial pad 8 Settings button 17 softkeys 9 Speaker button Instant Help To display instant help about button s and features: 3. Press the ? button once, then press a button or softkey 1. Highlight a feature in the Directories , Settings , or Services menu, then press the ? button twice quickly. Basic Phone Features To place a call: 2. Lift the handset and dial the number Press the line button for your extension, then dial 4. Speaker , then dial. 5. NewCall softkey, then dial 6. If you are using a headset, press the Headset 7. If you have established speed dial numbers, press a Speed dial button 8. If you have selected a number from a directory, press the Dial softkey To answer a call: Lift the handset . If necessary, press button of the incoming call. To use the speakerphone , press the Answer softkey or the . To end a call: Hang up the handset. or the EndCall softkey. If you are using the speakerphone, press the or the T o redial a number: To redial the most recently dialed number, press the Redial To view missed calls: Directories Press for Missed Calls. To speed dial from a directory menu: Find the directory that you want, then press the corresponding item number. For example, press for Placed Calls. Dial softkey to speed dial a selected number. Press EditDial to add or remove digits before dialing. Note : To enter any letter on your LCD screen, use a corresponding number key. Press the key one or more times to display a particular letter. For example, press once for “a,” twice for “b,” and three times for “c,”. To back up, press the << softkey. To put a call on hold: Hold To return to the call, press the Resume Provided with your phone Includes: Tips Reference Material FAQs The quick reference guide for your phone provides useful instructions for the most frequently used features.

44 Cisco Unity References
The following Cisco Unity reference materials are available: Cisco Unity at a Glance (quick-reference guide) Cisco Unity User Guide (complete manual) The Cisco Unity User Guide and Unity at a Glance provide instructions for using your message system. These are available online in PDF format.

45 Cisco IP Phone References
The following Cisco IP Phone reference materials are available online: Quick Reference Guide 7961G and 7941G 7905 and 7911 Cisco IP Phone Guide (complete manual) 7961G-GE and 7941G-GE The Cisco IP Phone Guide and Quick Reference Guide for your phone are available online in PDF format.

46 Online Tutorials The following Cisco online tutorials are available for Cisco IP Phones: Cisco 7961G: Cisco 7941G: Cisco 7911G: Cisco 7905G: Online tutorials demonstrate the features available on Cisco IP Phones.

47 Where to Get Support For assistance, call: Name: Help Desk
Department: ITGROUP Number: In an emergency, dial: 911 or 9911 Take note of this information in case of technical problems or an emergency.


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