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                        Telecommunication Systems Division
®
Net Phone
User Guide
April 2008                                                                                                                                                                                                                                                                                                                                                                                                                                                
                    
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                        Publication Information Toshiba America Information Systems, Inc.  Telecommunication Systems Division Publication Information Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves  the right, without prior notice, to revise this information publication for any reason, including,  but not limited to, utilization of new advances in the state of technical arts or to simply change  the design of this document. Further, Toshiba America Information Systems, Inc., Tele
                    
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                        ©  Copyright 2008 This document is copyrighted by Toshiba America Information Systems, Inc. with all rights  reserved. Under the copyright laws, this document cannot be reproduced in any form or by any  means—graphic, electronic, or mechanical, including recording, taping, photocopying, without  prior written permission of Toshiba. No patent liability is assumed, however, with respect to the  use of the information contained herein.  Trademarks Strata, SD (Secure Digital) and CIX are registered 
                    
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                        TOSHIBA AMERICA INFORMATION SYSTEMS, INC. (“TAIS”) Telecommunication Systems Division License Agreement IMPORTANT: THIS LICENSE AGREEMENT (“AGREEMENT”) IS A LEGAL AGREEMENT BETWEEN YOU (“YOU”) AND TAIS. CAREFULLY READ THIS LICENSE AGREEMENT. USE OF ANY  SOFTWARE OR ANY RELATED INFORMATION (COLLECTIVELY, “SOFTWARE”) INSTALLED ON OR SHIPPED WITH A TAIS DIGITAL SOLUTIONS PRODUCT OR OTHERWISE MADE AVAILABLE TO  YOU BY TAIS IN WHATEVER FORM OR MEDIA, WILL CONSTITUTE YOUR ACCEPTANCE OF THESE TERMS, UN
                    
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                        Toshiba America Information Systems, Inc. Telecommunication Systems Division Limited Warranty Toshiba America Information Systems, Inc., (“TAIS”) warrants that: • The CIX Attendant Console equipment, such as the PC (except for fuses, lamps, and other consumables) will, upon delivery  by TAIS or an authorized TAIS dealer to a retail customer in new condition, be free from defects in material and  workmanship for twelve (12) months after delivery.  • And that the Toshiba telephone equipment (excep
                    
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                        WARRANTIES FOR NON-TOSHIBA BRANDED  THIRD PARTY PRODUCTS A valuable element of Toshiba’s product strategy is to offer our customers a complete product  portfolio.  To provide this value to our customers at the most optimal prices, we offer both  Toshiba-branded and third-party manufactured products that support our Toshiba Strata CIX  product portfolio.  Similar to other resellers of software, hardware and peripherals, these third- party manufactured products carry warranties independent of our 
                    
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                        Contents Introduction Organization.........................................................................................................................v Conventions ........................................................................................................................vi Related Documents/Media................................................................................................ vii Chapter 1 — The Grand Tour The Main Screen .........................................
                    
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                        Contents Chapter 3 – User-Defined Actions Options Buttons .................................................................................................................30 Option Button Key Types...............................................................................................31 User Programmable Keys ..................................................................................................39 To Initialize Key................................................................
                    
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                        Contents Chapter 4 – Using Net Phone Features Chapter 4 — Using Net Phone Features Call Handling Features ......................................................................................................73 Making Outgoing Calls...................................................................................................73 Answering Calls..............................................................................................................75 Transferring Calls ...................
                    
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                        Contents Chapter 7 – Personal Call Handler Chapter 7 — Personal Call Handler Creating Personal Call Handling Rules .............................................................................96 Like Matches....................................................................................................................104 Unlike Matches ................................................................................................................105 Export Rules..............................
                    
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                        Introduction This user guide describes how to use the Toshiba Net Phone software with Strata  CIX670, CIX200, CIX100, CIX100-S, and CIX40 telephone systems: Organization • Chapter 1 – The Grand Tour provides an overview of the Net Phone buttons and  screens. • Chapter 2 – Net Phone Settings covers the customizable settings. • Chapter 3 – User-Defined Actions includes setting up actions for personal call  handling and programmable keys. • Chapter 4 – Using Net Phone Features shows how to use PBX 
                    
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                        Introduction Conventions Conventions Conventions Description Elaborates specific items or references other information. Within some  Note tables, general notes apply to the entire table and numbered notes apply to  specific items. Important! Calls attention to important instructions or information. Press to answer a call to the Extension Number. Each station can have  multiple extension buttons. Incoming calls ring the extension button(s)  from the top down. For example, station 10's extensions 
                    
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                        Introduction Related Documents/Media Related Documents/Media Note Some documents listed here may appear in different versions on the   CD-ROM or in print. To find the most current version, check the version/date in  the Publication Information on the back of the document’s title page. Refer to the following for more information: • Strata CIX Net Phone System Administrator Manual • Net Phone On-line Help Strata CIX Net Phone UG     04/08 vii                                                        
                    
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                        The Grand Tour 1 The  Net Phone works with Net Server to provide a small but powerful "PC-Phone"  for use by telephone users to provide productivity enhancements.  ® The Net Phone is designed to run on a PC with Microsoft Windows '98, Windows  NT 4.0, Windows 2000, Windows XP or 32-bit Windows Vista operating systems  connected to a standard TCP/IP network with the  Net Server. The Net Server must be  installed with the proper software license(s) for Net Phone to operate correctly.  Net  Phone w
                    
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                        The Grand Tour The Main Screen The Main Screen This section gives an overview of the main user interface of the Net Phone, including  the buttons, displays, and indicators, which allow you to easily and efficiently operate  your phone.  Net Phone provides two views, Streamlined and Expanded, allowing you  to operate using only the space on your screen that you want.    Note You can easily change the color scheme and appearance of your Net Phone by  right-clicking your mouse on the logo and selec
                    
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                        The Grand Tour The Main Screen Button / Icon Description Click this button to access Net Phone configuration menus and  Main Menu Help. This window simulates a phone LCD and provides different types  of information depending on current status.  If your phone is idle,  it shows the date/time, Extension number, and current Name.   Information LCD Display While a call is active on your phone it shows information about  the call — Duration, CallerID or Name (if present.)  When a call is  active in t
                    
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                        The Grand Tour The Main Screen Button / Icon Description Click the dial pad button to expose and hide  the popup Dial Pad.  Use the Dial Pad when  you reach a recording that says “...Press 1 for  sales, 2 for support,...”.   When this dial pad is  Dial Pad Button displayed you can use your mouse to click the  digits to dial or use the number keys or  NumLock keypad on your computer keyboard  to dial digits. Dial Button Click the dial button to dial the number shown in the Dial Buffer. Type a num
                    
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                        The Grand Tour The Main Screen Expanded View In “Expanded” view the Net Phone is enlarged beyond the streamlined view to  provide the user with additional buttons, indictors, information to manage multiple  simultaneous calls and to access many other features.  The follow describes the  additional items in the “Expanded” view. • Volume Controls – These buttons provide control over volume settings on the  phone.  Note: These volume control settings are only available when the PBX  software versio
                    
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                        The Grand Tour The Main Screen • Streamline Button – Used to change Net Phone back to its "Streamlined" view. • Calls Window – This window displays that status and associated information for  each active phone call on the phone.  Thus you can easily view and manage  multiple phone calls.  Right click the mouse on any call to view a menu of options  for handling the call (like Hold, Transfer to Voice Mail, Hang Up, etc.). • Call Info Indicators – on the right side of the Call Window is a “Call In