Mitel 5230 User's Guide

USER GUIDE

4 Revision B 5230 IP Appliance User Guide ComponentsThe 5230 IP Appliance has three main components:• the 5230 IP Appliance set.• the Personality Mo

About Your 5230 IP Appliance Revision B 5User TypesThere are two basic user types:• Desk Phone user (stationary user): Has a dedicated phone at their

6 Revision B 5230 IP Appliance User Guide Tips for Your Comfort and SafetyDon’t Cradle the Handset!Prolonged use of the handset can lead to neck, sh

Getting Started Revision B 7Getting StartedThis section shows you how to set up and start using your 5230 IP Appliance. The basic steps are:1. Install

8 Revision B 5230 IP Appliance User Guide Installing the 5230 IP Appliance PDA ApplicationsThe 5230 Applications are installed from your computer, w

Getting Started Revision B 9Exploring the 5230 ApplicationsThe PDA Phone ApplicationThis is the main 5230 IP Appliance PDA application. Use it to:• ma

10 Revision B 5230 IP Appliance User Guide Making and Receiving CallsYou use the PDA Phone application and the keys on the 5230 IP Appliance to make

Getting Started Revision B 11Changing PDA Phone Display OptionsFrom the View menu, you can show or hide the following (a check mark beside the option

12 Revision B 5230 IP Appliance User Guide PDA Phone Application—Tools MenuLaunch, Call Notification and Hot Desk preferences• Connections settings:

Getting Started Revision B 13User Type SettingsIf you do not set your user type, every time you dock your PDA in a 5230 IP Appliance, you will get a m

NOTICEThe information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks™ Corporation. The i

14 Revision B 5230 IP Appliance User Guide Using a Hot Desk PhoneTo Log in a Hot Desk 5230 IP Appliance1. Dock your PDA in a Hot Desk 5230 IP Applia

Using the 5230 Feature Keys Application Revision B 15Using the 5230 Feature Keys ApplicationThe Feature Keys Application provides one touch access to

16 Revision B 5230 IP Appliance User Guide Application ModesThe Feature Keys application has two operating modes:• Edit: Used to program/edit Featur

Using the 5230 Feature Keys Application Revision B 17Category PagesWith category pages, you can have logical Feature Key groups. You can have up to 15

18 Revision B 5230 IP Appliance User Guide To rename a category page1. Start the Feature Keys application (see “Starting the 5230 PDA Phone Applicat

Using the 5230 Feature Keys Application Revision B 19OR- Call Forward Busy for internal callers, and/or- Call Forward Busy for external callers, and

20 Revision B 5230 IP Appliance User Guide 6. Enter a label for this call forward profile (for example, “Forward to cellphone”).7. Tap Define Forwar

Using the 5230 Feature Keys Application Revision B 21Other Call Forward Settings• Call Forward End Chaining (CF-End Chaining): Use this feature to pre

22 Revision B 5230 IP Appliance User Guide 7. If required, enter the number from/to which your calls will be forwarded.To import a number from your

Using the 5230 Feature Keys Application Revision B 23Speed Dial Window6. Enter a label for this Speed Dial Feature Key (for example: “John Mohammed”,

Revision B iCONTENTSAbout Your 5230 IP Appliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24 Revision B 5230 IP Appliance User Guide Account CodesAccount codes are used to track incoming and outgoing calls. Account codes are three digits

Using the 5230 Feature Keys Application Revision B 254. Tap the Feature Key you want to program as a Call Park.5. In the drop-down menu, select CP-Rmt

26 Revision B 5230 IP Appliance User Guide • Choose/enter a dialing prefix if needed.• Tap Import.8. Tap OK. Your Call Pickup Feature Key is now av

Using the 5230 Feature Keys Application Revision B 275. In the drop-down menu, select the desired Callback setting, then tap OK:• Callback-Setup: used

28 Revision B 5230 IP Appliance User Guide 5. In the drop-down menu, select the desired Campon setting, then tap OK:• Camp On-Setup: used to send a

Using the 5230 Feature Keys Application Revision B 294. Tap the desired Do Not Disturb Feature Key:• To enable Do Not Disturb, tap the Do Not Disturb

30 Revision B 5230 IP Appliance User Guide HeadsetUse this feature to enable and disable headset operation.To enable/disable your headset1. Start th

Using the Other 5230 Applications Revision B 31Using the Other 5230 ApplicationsThis section shows how to use the 5230 IP Appliance Applications, exce

32 Revision B 5230 IP Appliance User Guide Updating Your Call HistoryThe telephone switch keeps data on all the calls you make and receive. When you

Using the Other 5230 Applications Revision B 33To view your Call History1. Start the Call History application (see “To start the Call History applicat

ii Revision B 5230 IP Appliance User Guide Callback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

34 Revision B 5230 IP Appliance User Guide To view Contact information for a caller/recipient1. Start the Call History application (see “Starting th

Using the Other 5230 Applications Revision B 35Contacts ToolsThe 5230 Application adds the following tools to your PDA’s Contacts application:• Import

36 Revision B 5230 IP Appliance User Guide To dial by contacts1. Start your Contacts application. OR Start the Dial by Contacts application (see ”To

Using the Other 5230 Applications Revision B 37Send ItWhile on a call, you can send data to another PDA docked in a 5230 IP Appliance on your network.

38 Revision B 5230 IP Appliance User Guide • To add a contact to the Send It outbox, open your Contacts, tap and hold the desired contact, and selec

Using the Other 5230 Applications Revision B 39Visual Voice MailThe Visual Voice Mail application provides a visual interface to your voice mailbox. Y

40 Revision B 5230 IP Appliance User Guide To set your Visual Voice Mail preferences1. Start the Visual Voice Mail application (see “To start the Vi

Using the Other 5230 Applications Revision B 41Viewing and Listening to Voice MailsTo view your list of voice mails1. Start the Visual Voice Mail appl

42 Revision B 5230 IP Appliance User Guide To listen to a voice mail1. Tap a call to select it.2. In the Messages menu, select Play… (you can also d

Using the Other 5230 Applications Revision B 43To view a caller’s Contact information1. Select a call.2. In the Messages menu, select View Contact….3.

Revision B iiiAppendix B—Using the 5230 IP Appliance Without a PDA . . . . . . . . . . . . . . . . . . . . . . . . . . 59Customizing the 5230 IP App

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Making and Receiving Calls Revision B 45Making and Receiving CallsThis section shows the basic telephony functions of the 5230 IP Appliance, and is or

46 Revision B 5230 IP Appliance User Guide To receive a call1. When a new call starts ringing, the display shows which line is ringing, with the nam

Making and Receiving Calls Revision B 47Conference CallTo add a party to a call already in progress1. While on a call, press the key. The call is pu

48 Revision B 5230 IP Appliance User Guide To receive a call in handsfree mode1. Press the key. OR Tap the flashing line button (docked PDA only).

Making and Receiving Calls Revision B 49HoldTo put a call on hold• Press the key. The call is put on hold, the key lights up, and the associated li

50 Revision B 5230 IP Appliance User Guide 3. Do one of the following:• To display the time the message was sent, press/tap the More softkey.• To ca

Making and Receiving Calls Revision B 51Record a CallThis feature uses your voice mail system to automatically record incoming call (your system must

52 Revision B 5230 IP Appliance User Guide SwapWhile on a two-party call, you can call a third party, and switch from one call to another. At no tim

Appendix A—Additional Information Revision A 53Appendix A—Additional InformationUsing Your PDA with the 5230 IP ApplianceCharging the PDAYou can conne

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54 Revision A 5230 IP Appliance User Guide To synchronize your PDA from a 5230 IP Appliance1. Once the 5230 PDA Phone application is connected with

Appendix A—Additional Information Revision A 55Changing the Personality ModuleIf you change your PDA to another model, or if you inherit a 5230 IP App

56 Revision A 5230 IP Appliance User Guide To connect a local power supply1. Plug the power supply in a suitable power outlet.2. Connect an RJ-45 (E

Appendix A—Additional Information Revision A 57About Canonical FormatThe canonical address format is a universal telephone number standard for Microso

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Appendix B—Using the 5230 IP Appliance Without a PDA Revision B 59Appendix B—Using the 5230 IP Appliance Without a PDACustomizing the 5230 IP Applianc

60 Revision B 5230 IP Appliance User Guide To access the Desktop Tool1. Open Internet Explorer (5.5 or greater).2. Enter the Desktop Tool URL in the

Appendix B—Using the 5230 IP Appliance Without a PDA Revision B 61To change the 5230 IP Appliance display language1. Access the Desktop Tool.2. In the

62 Revision B 5230 IP Appliance User Guide Hot DeskingTo Log in a Hot Desk Phone1. Press the HotDesk softkey.2. Press the Login softkey.3. Enter you

Appendix B—Using the 5230 IP Appliance Without a PDA Revision B 63Call Forward OverrideUse this feature to prevent your call from being forwarded by a

About Your 5230 IP Appliance Revision B 1About Your 5230 IP ApplianceThe Mitel Networks 5230 IP Appliance uses your Personal Digital Assistant (PDA) a

64 Revision B 5230 IP Appliance User Guide HoldTo retrieve a call on hold from another station• Dial the Call Hold Remote Retrieve FAC, then the num

Appendix B—Using the 5230 IP Appliance Without a PDA Revision B 65Trunk FlashUse this feature to access Centrex features (if available) while on an ou

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2 Revision B 5230 IP Appliance User Guide The 5230 IP ApplianceFront View5230 IP Appliance with PDA5230 IP Appliance without PDAAudio Device Contro

About Your 5230 IP Appliance Revision B 3Back View5230 IP Appliance ConnectorsDisplay Two-line display.Softkeys Used to access context-sensitive fea