Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0

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1 Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 INCLUDING LICENSE AND WARRANTY Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA USA Tel: NETS (6387) Fax:

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3 Common Phone Tasks Place a call Press either before or after dialing a number. Answer a call Press, or press the Answer softkey. End a call Press, or press the EndCall softkey. Redial a number Press, or press the Redial softkey. Mute your phone Press. Use call logs Press, select the desired call log, and then select the desired listing. To dial, highlight a listing, and then press Dial. Hold/Resume a call Transfer a call to a new number Start a standard (ad hoc) conference call Forward all calls Press the Hold softkey to hold a call, or the Resume softkey to resume a call. Press the Transfer softkey, enter the number, and then press Transfer. Press the Confrn softkey, dial the participant, and then press Confrn again. Press the CFwdALL softkey. Cisco, Cisco Systems, the Cisco logo, and the Cisco Systems logo are registered trademarks or trademarks of Cisco Systems, Inc. and/or its affiliates in the United States and certain other countries. All other trademarks mentioned in this document or Website are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (0705R) 2009 Cisco Systems, Inc. All rights reserved. OL QUICK REFERENCE Cisco Unified IP Conference Station 7937G for Cisco Unified Communications Manager 6.0 Softkey Definitions Phone Screen Icons Button Icons Common Phone Tasks Softkey Definitions AbbrDial Answer Dial using a Speed Dial index number Answer any call ringing << Delete entered characters Barge CallBack cbarge CFwdALL Clear ConfList Confrn Details Dial DirTrfr Down EditDial EndCall Exit GPickUp Hold idivert Add yourself to a call on a shared line Receive notification when a busy extension becomes available Add yourself to a call on a shared line and establish a conference Set up/cancel call forwarding Delete records or settings View conference participants Create a conference call Receive information on all placed, received, or missed calls Dial a phone number Transfer two calls to each other Decrease the display screen contrast settings Edit a number in a call log Disconnect the current call Return to the previous screen Answer a call ringing in another group Place active call on hold Send or redirect a call to a voice message system

4 Join MeetMe Message more New Call Park PickUp Play Redial Join other calls already on a line to create a conference Host a Meet-Me conference Set up, check, or listen to voice messages Display additional softkeys Make a new call Park a call and display it Answer a call ringing in your group Hear a selected ring type Redial the most recently dialed number Phone Screen Icons Line and Call States Call on hold Connected call Incoming call Off-hook Shared line in use Other Features Checked box Button Icons Off-hook On-hook Navigation Select Applications Resume Save Select Submit Transfer Up Update Validate Resume a call on hold Save the chosen settings Choose a menu item or call Confirm the UserID and PIN entered for Personal Directory access Transfer a call Increases the display screen contrast setting Refresh display screen content Confirm the UserName and Password entered during security configuration Locked Settings Unchecked box Unlocked Directories Redial Volume Up Volume Down Mute Softkeys Voic Check contents of voic

5 Contents Getting Started 1 Using this Guide 1 Finding Additional Information 2 Safety and Performance Information 2 Cisco Product Security Overview 3 Accessibility Features 3 Connecting Your Conference Station 4 Connecting the Conference Station to the Network 4 Registering with TAPS 7 An Overview of Your Conference Station 8 Understanding Buttons and Hardware 8 Understanding Lines vs. Calls 11 Understanding Line and Call Icons 11 Understanding Display Screen Features 12 Choosing Menu Items 13 Cleaning and Maintaining the Display Screen 13 Understanding Feature Buttons and Menus 13 Understanding Feature Availability 14 Basic Call Handling 15 Placing a Call Basic Options 15 Placing a Call Additional Options 16 Answering a Call 17 Ending a Call 17 Using Hold and Resume 17 Using Mute 18 Switching Between Multiple Calls 18 Viewing Multiple Calls 18 Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 iii

6 Transferring Calls 19 Forwarding All Calls to Another Number 19 Making Conference Calls 20 Understanding Types of Conference Calls 20 Starting and Joining a Standard Conference 21 Starting or Joining a Meet-Me Conference Call 22 Advanced Call Handling 23 Speed Dialing 23 Picking Up a Redirected Call on Your Conference Station 24 Storing and Retrieving Parked Calls 25 Using a Shared Line 25 Understanding Shared Lines 25 Adding Yourself to a Shared-Line Call 26 Preventing Others from Viewing or Barging a Shared-Line Call 27 Tracing Suspicious Calls 27 Using Cisco Extension Mobility 28 Using AutoAnswer 28 Changing Conference Station Settings 29 Customizing Rings and Message Indicators 29 Customizing the Conference Station Display Screen 30 Using Call Logs and Directories 31 Using Call Logs 31 Directory Dialing 32 Using Corporate Directory on Your Conference Station 32 Using Personal Directory on Your Conference Station 33 Accessing Voice Messages 36 Using the User Options Web Pages 37 Accessing Your User Options Web Pages 37 Configuring Features and Services on the Web 37 Using Personal Directory on the Web 38 iv OL

7 Using Your Personal Address Book on the Web 38 Configuring Fast Dials on the Web 39 Using the Address Book Synchronization Tool 40 Setting Up Speed Dialing on the Web 40 Setting Up Conference Station Services on the Web 41 Controlling User Settings on the Web 43 Controlling Line Settings on the Web 44 Using Cisco WebDialer 46 Understanding Additional Configuration Options 48 Troubleshooting Your Conference Station 50 General Troubleshooting 50 Viewing Conference Station Administration Data 51 Using the Quality Reporting Tool 51 Cisco One-Year Limited Hardware Warranty Terms 52 Index 55 Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 v

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9 Getting Started Using this Guide This guide provides you with an overview of the features available on your Cisco Unified IP Conference Station 7937G. You can read it completely for a solid understanding of your conference station s capabilities or refer to the table below for pointers to commonly used sections. If you want to... Then... Review safety information See Safety and Performance Information, page 2 Connect the conference station See Connecting Your Conference Station, page 4 Use the conference station after it Start with An Overview of Your Conference Station, page 8 is installed Learn what the conference station See Understanding Buttons and Hardware, page 8 buttons mean Learn about the display screen See Understanding Display Screen Features, page 12 Make calls See Placing a Call Basic Options, page 15 Put calls on hold See Using Hold and Resume, page 17 Mute calls See Using Mute, page 18 Transfer calls See Transferring Calls, page 19 Make conference calls See Making Conference Calls, page 20 Set up speed dialing See Speed Dialing, page 23 Share a phone number See Using a Shared Line, page 25 Change the ring volume or type See Customizing Rings and Message Indicators, page 29 Change voice message indicators See Customizing Rings and Message Indicators, page 29 View your missed calls See Using Call Logs, page 31 Listen to your voice messages See Accessing Voice Messages, page 36 See softkey and icon definitions Refer to the Quick Reference Card in the front of this guide Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 1

10 Finding Additional Information You can access the most current conference station documentation on the World Wide Web at this URL: You can access the Cisco website at this URL: You can access international Cisco websites from this URL: Safety and Performance Information Refer to these sections for information about the impact of power outages and other devices on your conference station. Power Outage Your accessibility to emergency service through the phone is dependent on the phone being powered. If there is an interruption in the power supply, Service and Emergency Calling Service dialing will not function until power is restored. In the case of a power failure or disruption, you may need to reset or reconfigure equipment before using the Service or Emergency Calling Service dialing. Using External Devices The following information applies when you use external devices with the conference station: Cisco recommends the use of good quality external devices (such as headsets) that are shielded against unwanted radio frequency (RF) and audio frequency (AF) signals. Depending on the quality of these devices and their proximity to other devices such as mobile phones or two-way radios, some audio noise may still occur. In these cases, Cisco recommends that you take one or more of the following actions: Move the external device away from the source of the RF or AF signals. Route the external device cables away from the source of the RF or AF signals. Use shielded cables for the external device, or use cables with a better shield and connector. Shorten the length of the external device cable. Apply ferrites or other such devices on the cables for the external device. 2 OL

11 Cisco cannot guarantee the performance of the system because Cisco has no control over the quality of external devices, cables, and connectors. The system will perform adequately when suitable devices are attached using good quality cables and connectors. Caution In European Union countries, use only external speakers and microphones that are fully compliant with the EMC Directive [89/336/EC]. Cisco Product Security Overview This product contains cryptographic features and is subject to United States and local country laws governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors and users are responsible for compliance with U.S. and local country laws. By using this product you agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local laws, return this product immediately. A summary of U.S. laws governing Cisco cryptographic products may be found at: If you require further assistance please contact us by sending to Accessibility Features A list of accessibility features is available upon request. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 3

12 Connecting Your Conference Station Your system administrator will likely connect your new Cisco Unified IP Conference Station 7937G to the corporate IP telephony network. If that is not the case, refer to the following graphics and tables to connect the conference station. Connecting the Conference Station to the Network The following graphic and table describe how to connect the conference station to the network. Note Connecting multiple conference stations is not a supported configuration and will not work Connection of end of network cable (without ferrite bead) to RJ-45 port on bottom of 1 conference station 2 Network cable (25-foot) 3 Connection of end of network cable (with ferrite bead) to LAN port 4 OL

13 Connecting Optional External Microphones You can connect optional external microphones. See the graphic below Connecting an Optional Third-Party Wireless Microphone Kit You can connect an optional third-party wireless microphone kit. See the graphic below Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 5

14 Connecting Conference Station Using an Optional External Power Source If you connect the conference station to the network using an external power source, you must use a power interface cable and an external power supply. These items are optional and are not included in the conference station package. The following graphic and table show how to connect the conference station to the network if you use an external power source. For more information about using an external power source, see your system administrator Connection of end of network cable (without ferrite bead) to conference station RJ-45 port 2 Network cable (25-foot) 3 Connection of end of network cable (with ferrite bead) to power interface cable 4 Power interface cable 5 Connection of power interface cable to LAN wall port 6 Connection of power interface cable to external power supply 7 External power supply 8 Connection of external power supply to wall outlet 6 OL

15 Registering with TAPS After the conference station is connected to the network, your system administrator might ask you to auto-register the conference station using TAPS (Tool for Auto-Registered Phones Support). TAPS might be used either for a new conference station or to replace an existing conference station. To register with TAPS, activate the conference station, enter the TAPS extension provided by your system administrator, and follow the voice prompts. You might need to enter your entire extension, including the area code. After the conference station displays a confirmation message, hang up. The conference station will re-start. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 7

16 An Overview of Your Conference Station Your Cisco Unified IP Conference Station 7937G is a full-feature conference station that provides voice communication over the same data network that your computer uses. It allows you to place and receive calls, put calls on hold, transfer calls, make conference calls, and so on. In addition to basic call-handling features, your conference station can provide enhanced productivity features that extend your call-handling capabilities. Depending on configuration, the conference station supports: Access to network data, XML applications, and web-based services. Online customizing of conference station features and services from your User Options web pages. Understanding Buttons and Hardware You can use the graphic and table below to identify buttons and hardware on your conference station. 8 OL

17 Item Description For more information, see... 1 LED indicators Three multi-color LED indicators provide call status information: Off: Ready, Call State Off Solid amber: Powering On Solid red: Powering On, Mute, or Voice Message Flashing red: Hold Solid green: Dial Tone, Dialing, or Connected Flashing green: Incoming Call (Ringing/Connecting) 2 Microphones Three internal unidirectional microphones. Cisco Unified IP Conference Station 7937G Administration Guide for Cisco Unified Communications Manager 6.0. Your system administrator. 3 Speaker Internal speaker. Your system administrator. 4 Navigation buttons (four) Allow you to scroll through menus and highlight items. Using Call Logs, page Select button Activates the currently highlighted screen menu option. Choosing Menu Items, page On-hook button Ends your current call. Placing a Call Basic Options, page 15. Ending a Call, page 17 Transferring Calls, page 19 7 Volume Up button Raises the volume of the speaker (off-hook) and the ringer (on-hook). Customizing Rings and Message Indicators, page 29. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager 6.0 9

18 Item Description For more information, see... 8 Volume Down button Lowers the volume of the speaker (off-hook) and the ringer (on-hook). Customizing Rings and Message Indicators, page Mute button Toggles the Mute feature. Using Mute, page Keypad Allows you to dial phone numbers, enter Basic Call Handling, page 15. letters, and choose menu items. 11 Redial button Dials the most recent number you called. Placing a Call Basic Options, page Directories button Toggles the Directories menu. Allows you to access call logs, speed dials, and directories. 13 Applications button Toggles the Applications menu. Allows you to access the Messages, Settings, and Services menus. 14 Off-hook button Allows you to go off-hook to: Invoke a dial tone Obtain a dial tone to initiate a call Initiate a call after you enter a phone number Answer an incoming call View certain softkeys 15 Softkey buttons (four) Allow you to select softkey options that display on the screen. Using Call Logs and Directories, page 31. Advanced Call Handling, page 23. Accessing Voice Messages, page 36. Changing Conference Station Settings, page 29. Setting Up Conference Station Services on the Web, page 41. Placing a Call Basic Options, page 15. Starting or Joining a Meet-Me Conference Call, page 22 Picking Up a Redirected Call on Your Conference Station, page 24 Understanding Display Screen Features, page Conference station screen Displays conference station menus and features. Understanding Display Screen Features, page OL

19 Understanding Lines vs. Calls To avoid confusion about lines and calls, refer to these descriptions: Line A line corresponds to the directory number that others can use to call you. Each conference station supports one line only. To see your conference station s line, look at the upper right of the display screen. Call A line supports multiple calls. By default, the conference station supports four connected calls per line, but your system administrator can adjust this number according to your needs. Only one call can be active at any time; other calls are automatically placed on hold. Understanding Line and Call Icons The conference station displays icons to help you determine the line call state. Icon Line or call state Description Off-hook line You are dialing a number or an outgoing call is ringing. Connected call Ringing call You are currently connected to the other party. An incoming call is ringing on your line. Call on hold You have put the call on hold. See Using Hold and Resume, page 17. Remote-in-use Another phone that shares your line has a connected call. See Using a Shared Line, page 25. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

20 Understanding Display Screen Features You can use the following graphic and table to see what your conference station display screen looks like with active calls and feature menus open Item 1 Conference station directory number Description Displays the current time, date, and number (directory number) of your conference station. 2 Softkey labels Each displays a softkey function. Softkey labels are selected by the softkey buttons. 3 Status line Displays conference station status information and prompts. 4 Call activity area Displays the current call, including caller ID, call duration, and call state. See Understanding Line and Call Icons, page Feature menu Each indicates an open feature menu and the menu options. See Understanding Feature Buttons and Menus, page OL

21 Choosing Menu Items There are three ways to choose menu items on the conference station s display screen. To choose a display screen item... By softkey By navigating (scrolling) By item number Do this... Press the Select softkey. Press the appropriate Navigation button to highlight a desired menu item, and then press the Select button or the Select softkey. Press the corresponding number on your keypad. For example, press 4 to choose the fourth item in a menu. Cleaning and Maintaining the Display Screen Caution Use only a soft, dry cloth to wipe your conference station display screen. Do not use any liquids or powders on the phone, as they can contaminate phone components and cause failures. Understanding Feature Buttons and Menus Press a feature button to open or close a feature menu. If you want to... Open or close a menu Then... Press a feature button: Applications (Messages, Settings, and Services). Directories (Missed Calls, Placed Calls, Received Calls, Speed Dials, Personal Directory, Corporate Directory). Scroll through a list or menu Go back one level in a feature menu Press the Up or Down Navigation button. Press Exit. Pressing Exit from the top level of a menu closes the menu. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

22 Understanding Feature Availability Depending on the conference station system configuration, features included in this guide might not be available to you or might work differently on the conference station. Contact your support desk or system administrator for information about feature operation or availability. 14 OL

23 Basic Call Handling You can perform basic call-handling tasks using a range of features and services. Feature availability can vary; see your system administrator for more information. Placing a Call Basic Options Here are some easy ways to place a call on your conference station. If you want to... Place a call off-hook (with a dial tone) Place a call on-hook (without a dial tone), or pre-dial a number Then... Press to go off-hook, and then enter a number. Enter a number, and then go off-hook by pressing Dial or. Redial a number Press to dial the last number. Or, press the Down Navigation button (with the conference station idle), highlight the desired phone number, and then press Dial. Place a call while another call 1. Press Hold. is active 2. Press New Call. 3. Enter a number. Dial from a call log 1. Choose > Missed Calls, Placed Calls, or Received Calls. For more information, see... Understanding Buttons and Hardware, page 8. Understanding Buttons and Hardware, page 8. Using Call Logs, page 31. Using Hold and Resume, page 17. Using Call Logs, page Select the desired listing from the call log, and then press Dial. Tip If you make a mistake while dialing, press << to erase digits. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

24 Placing a Call Additional Options You can place calls using special features and services that might be available on the conference station. See your system administrator for more information about these additional options. If you want to... Speed Dial a number Dial from a corporate directory on the conference station Dial from a corporate directory on your personal computer using Cisco WebDialer Use Cisco CallBack to receive notification when a busy or ringing extension is available Dial from a Personal Address Book (PAB) entry Place a call using your Cisco Extension Mobility profile Then... Do one of the following: Choose > Speed Dials. Use the Abbreviated Dial feature. Use the Fast Dial feature. 1. Choose > Corporate Directory (name can vary). 2. Enter a name and press Search. 3. Highlight a listing and press Dial. 1. Open a web browser and go to a WebDialer-enabled corporate directory. 2. Click the number that you want to dial. 1. Press CallBack while listening to the busy tone or ring sound. 2. Hang up. The conference station alerts you when the line is free. 3. Place the call again. 1. Choose > Personal Directory, and then log in with your Personal Directory UserID and PIN. 2. Choose Personal Address Book and search for a listing. Log in to Cisco Extension Mobility on a conference station. For more information, see... Speed Dialing, page 23. Using Corporate Directory on Your Conference Station, page 32. Using Cisco WebDialer, page 46. Your system administrator. Using Personal Directory on Your Conference Station, page 33. Using Cisco Extension Mobility, page OL

25 Answering a Call You can answer a call by simply pressing the Off-hook button, or you can use other options if they are available on the conference station. If you want to... Then... For more information, see... Switch from a connected Press Answer Using Hold and Resume, call to answer a new call page 17 Answer a call on hold Send a call to your voice messaging system Highlight the appropriate call, and then press Resume Press idivert Using Hold and Resume, page 17 Accessing Voice Messages, page 36 Auto-connect calls Use AutoAnswer Using AutoAnswer, page 28 Retrieve a parked call on another conference station Use Call Park Storing and Retrieving Parked Calls, page 25 Use the conference station to answer a call ringing elsewhere Use Call Pickup Picking Up a Redirected Call on Your Conference Station, page 24 Ending a Call There are two ways to end a call. If you want to... Then... Hang up your current call Press or EndCall. Hang up one call, but preserve another Press EndCall. If necessary, remove the call from hold first. call on the same line Using Hold and Resume You can hold and resume calls. If you want to... Then... Put a call on hold 1. Make sure the call you want to put on hold is highlighted. 2. Press Hold. Remove a call from hold 1. Make sure the appropriate call is highlighted. 2. Press Resume. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

26 Tips Engaging the Hold feature typically generates music or a beeping tone. A held call is indicated by the Hold icon: Using Mute With Mute enabled, you can hear other parties on a call but they cannot hear you. You can use Mute either in conjunction with the conference station or the external microphones. If you want to... Toggle Mute on Then... Press Toggle Mute off Press Switching Between Multiple Calls You can switch between multiple calls on a line. If the call that you want to switch to is not automatically highlighted, use the appropriate Navigation button to scroll to it. If you want to... Switch between connected calls on one line Switch from a connected call to answer a ringing call Then Make sure the call that you want to switch to is highlighted. 2. Press Resume. Any active call is placed on hold and the selected call is resumed. Press Answer. The active call is placed on hold, and the selected call is resumed. Viewing Multiple Calls Understanding how multiple calls are displayed on the conference station can help you organize your call-handling efforts. In standard viewing mode, the conference station displays calls as follows for the highlighted line: Calls with the highest precedence and longest duration display at the top of the list. Calls of a similar type are grouped together. For example, calls that you have interacted with are grouped near the top, and calls on hold are grouped last. 18 OL

27 Transferring Calls Transfer redirects a connected call. The target is the number to which you want to transfer the call. If you want to... Transfer a call without talking to the transfer recipient Talk to the transfer recipient before transferring a call (consult transfer) Redirect a call to your voice messaging system Then From an active call, press Transfer. 2. Enter the target number. 3. Press Transfer again to complete the transfer or EndCall to cancel. Note If the conference station supports on-hook transfer, you can alternately complete the transfer by hanging up. 1. From an active call, press Transfer. 2. Enter the target number. 3. Wait for the transfer recipient to answer. 4. Press Transfer again to complete the transfer or EndCall to cancel. Note If the conference station supports on-hook transfer, you can alternately complete the transfer by hanging up. Press idivert. The call is automatically transferred to your voice message greeting. You can use idivert with a call that is in-progress, ringing, or on hold. Tips If on-hook transfer is enabled on the conference station, you can either hang up to complete the call, or press Transfer, and then hang up. If on-hook transfer is not enabled on the conference station, hanging up without pressing Transfer again places the call on hold. You cannot use Transfer to redirect a call on hold. Press Resume to remove the call from hold before transferring it. Forwarding All Calls to Another Number You can redirect incoming calls from the conference station to another number. If you want to... Set up call forwarding on your conference station Cancel call forwarding on your conference station Then... Press CFwdAll and enter a target conference station number. Press CFwdAll. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

28 If you want to... Verify that call forwarding is enabled on your conference station Set up or cancel call forwarding remotely Then... Look for the call forward target number in the status line. 1. Log in to your User Options web pages. See Accessing Your User Options Web Pages, page Access your call forwarding settings. See Controlling Line Settings on the Web, page 44. Tips Enter the call forward target number exactly as you would dial it from the conference station. For example, enter an access code or the area code, if necessary. You can forward your calls to a traditional analog telephone or to another IP conference station, although your system administrator might restrict the call forwarding feature to numbers within your company. Your system administrator can change call forwarding conditions for the conference station line. Making Conference Calls Your conference station allows you to combine three or more separate calls into one conversation, creating a conference call. Understanding Types of Conference Calls There are two types of conference calls: Standard and Meet-Me. Standard Conference Calls You can create a standard conference in different ways, depending on your needs and the softkeys available on the conference station: Confrn Use this softkey to establish a standard conference by calling each participant. Standard conference calling is a default feature available on most conference stations. cbarge Use this softkey to add yourself to an existing call on a shared line and to turn the call into a standard conference call. This feature is available only on conference stations that use a shared line. For additional instructions, see Starting and Joining a Standard Conference, page OL

29 Meet-Me Conference Calls You can create a Meet-Me conference by calling the Meet-Me conference station number at a specified time. For additional instructions, see Starting or Joining a Meet-Me Conference Call, page 22. Starting and Joining a Standard Conference A standard conference allows at least three participants to talk on a single call. If you want to... Create a conference by calling participants Add new participants to an existing conference Participate in a conference Create a conference by barging a call View a list of conference participants Get an updated list of participants See who started the conference Drop the last party added to the conference Remove any conference participant End your participation in a conference Then From a connected call, press Confrn. (You may need to press the more softkey to see Confrn.) 2. Enter the participant s conference station number. 3. Wait for the call to connect. 4. Press Confrn again to add the participant to your call. 5. Repeat steps 1 to 4 to add additional participants. Answer the conference station when it rings. Highlight a call on a shared line and press cbarge. (You may need to press the more softkey to see cbarge.) See Using a Shared Line, page Highlight an active conference. 2. Press ConfList. Participants are listed in the order in which they join the conference with the most recent additions at the top. While viewing the conference list, press Update. While viewing the conference list, locate the person listed at the bottom of the list with an asterisk (*) next to the name. Press RmLstC. You can remove participants only if you initiated the conference call. 1. Highlight the participant s name. 2. Press Remove. You can remove participants only if you initiated the conference. Hang up or press EndCall. Tip Depending on how the conference station is configured, if you leave a conference after creating it, the conference might end. To avoid this, transfer the conference before hanging up. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

30 Starting or Joining a Meet-Me Conference Call Meet-Me conferencing allows you to start or join a conference by dialing the conference number. If you want to... Then... Start a Meet-Me conference 1. Obtain a Meet-Me conference station number from your system administrator. Join a Meet-Me conference End a Meet-Me conference 2. Distribute the number to participants. 3. When you are ready to start the meeting, go off-hook to invoke a dial tone, and then press MeetMe. 4. Dial the Meet-Me conference number. Participants can now join the conference by dialing in. Note Participants hear a busy tone if they call the conference before the initiator has joined. In this case, participants must call back. Dial the Meet-Me conference number (provided by the conference initiator). Note You will hear a busy tone if you call the conference before the initiator has joined. In this case, try your call again. All participants must hang up. The conference does not automatically end when the conference initiator disconnects. 22 OL

31 Advanced Call Handling Advanced call-handling tasks involve special features that your system administrator might configure for the Cisco Unified IP Conference Station 7937G depending on your call-handling needs and work environment. Speed Dialing Speed Dialing allows you to enter an index number or select a conference station screen item to place a call. Depending on configuration, the conference station can support several Speed Dialing features: Speed Dials Abbreviated Dials Fast Dials Note To set up Speed Dials and Abbreviated Dials, access your User Options web pages. See Accessing Your User Options Web Pages, page 37. To set up Fast Dials, access the Personal Directory feature. See Using Personal Directory on Your Conference Station, page 33. Alternately, your system administrator can configure Speed Dialing features for you. If you want to... Then... Use Speed Dials 1. Set up Speed Dials. See Setting Up Speed Dialing on the Web, page 40. Use Abbreviated Dials 2. To place a Speed Dial call, press > Speed Dials, and then select the desired Speed Dial number. 1. Set up Abbreviated Dialing codes. See Setting Up Speed Dialing on the Web, page To place a call, enter the Abbreviated Dialing code and press AbbrDial. Use Fast Dials 1. Create a Personal Address Book entry and assign a Fast Dials code. See Using Personal Directory on Your Conference Station, page 33, or Using Personal Directory on the Web, page To place a call, access the Fast Dial service on the conference station. See Using Personal Directory on Your Conference Station, page 33. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

32 Picking Up a Redirected Call on Your Conference Station Call PickUp allows you to answer a call that is ringing on a coworker s conference station by redirecting the call to your conference station. You might use Call PickUp if you share call-handling with coworkers. If you want to... Answer a call that is ringing on another extension within your call pickup group Answer a call that is ringing on another extension outside of your group Answer a call that is ringing on another extension in your group or in an associated group Then Do one of the following: If the PickUp softkey is available, press it. If the PickUp softkey is not available, go off-hook to display it, and then press PickUp. If the conference station supports auto-pickup, you are now connected to the call. 2. If the call rings, press Answer to connect to the call. 1. Do one of the following: If the GPickUp softkey is available, press it. If the GPickUp softkey is not available, go off-hook to display it, and then press GPickUp. 2. Enter the group pickup code. If the conference station supports auto-pickup, you are now connected to the call. 3. If the call rings, press Answer to connect to the call. 1. Do one of the following: If the OPickUp softkey is available, press it. If the OPickUp softkey is not available, go off-hook to display it, and then press OPickUp. If the conference station supports auto-pickup, you are now connected to the call. 2. If the call rings, press Answer to connect to the call. Tips Pressing PickUp and GPickUp connects you to the call that has been ringing for the longest time. Pressing OPickUp connects you to the call in the pickup group with the highest priority. Your system administrator sets the priority of pickup groups. 24 OL

33 Storing and Retrieving Parked Calls You can park a call when you want to store the call so that you or someone else can retrieve it from another conference station in the Cisco Unified Communications Manager system (for example, a conference station at a coworker s desk or in a conference). If you want to... Store an active call using Call Park Retrieve a parked call Then During a call, press Park. (You may need to press the more softkey to see Park.) 2. Note the call park number displayed on the conference station screen. 3. Hang up. Enter the call park number from any conference station in your network to connect to the call. Note You have a limited amount of time to retrieve a parked call before it reverts to ringing at the original number. For more information, see your system administrator. Using a Shared Line Your system administrator might ask you to use a shared line if you: Have multiple conference stations and want one conference station number Share call-handling tasks with coworkers Handle calls on behalf of a manager Understanding Shared Lines Remote-in-Use Icon The remote-in-use icon appears when another conference station that shares your line has a connected call. You can place and receive calls as usual on the shared line, even when the remote-in-use icon appears. Sharing Call Information and Barging Conference stations that share a line each display information about calls that are placed and received on the shared line. This information might include caller ID and call duration. When call information is visible in this way, you and coworkers who share a line can add yourselves to calls using either Barge or cbarge. See Adding Yourself to a Shared-Line Call, page 26. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

34 Privacy If you do not want coworkers who share your line to see information about your calls, enable the Privacy feature. The Privacy feature also prevents coworkers from barging your calls. See Preventing Others from Viewing or Barging a Shared-Line Call, page 27. Note The maximum number of calls that a shared line supports can vary by conference station. Adding Yourself to a Shared-Line Call Depending on how the conference station is configured, you can add yourself to a call on a shared line using either Barge or cbarge. If you want to... See if the shared line is in use Add yourself to a call on a shared line using the Barge softkey Add yourself to a call on a shared line using the cbarge softkey Add new conference participants to a call that you have barged Leave a barged call Then... Look for a remote-in-use icon on the lower left of the conference station display. 1. Highlight a remote-in-use call. 2. Press Barge. (You may need to press the more softkey to see Barge.) Other parties hear a beep tone announcing your presence. 1. Highlight a remote-in-use call. 2. Press cbarge. (You may need to press the more softkey to see cbarge.) Other parties hear a tone and brief audio interruption, and call information changes on the conference station screen. Barge the call using cbarge, if available. Unlike Barge, cbarge converts the call into a standard conference call, allowing you to add new participants. See Making Conference Calls, page 20. Hang up. If you hang up after using Barge, the remaining parties hear a disconnect tone and the original call continues. If you hang up after using cbarge, the call remains a conference call (provided at least three participants remain on the line). Tips If a conference station that is using the shared line has Privacy enabled, call information and barge softkeys will not appear on the other conference stations that share the line. You will be disconnected from a call that you have joined using Barge if the call is put on hold, transferred, or turned into a conference call. 26 OL

35 Preventing Others from Viewing or Barging a Shared-Line Call If you share a conference station line, you can use the Privacy feature to prevent others who share the line from viewing or barging (adding themselves to) your calls. Your system administrator must configure the Privacy feature for you. If you want to... Prevent others from viewing or barging calls on a shared line Allow others to view or barge calls on a shared line Then Press Private. 2. To verify that Privacy is on, look for the feature-enabled icon next to your directory number on the main display screen. 1. Press Private. 2. To verify that Privacy is off, look for the feature-disabled icon next to your directory number on the main display screen. Tip If the conference station that shares your line has Privacy enabled, you can make and receive calls using the shared line as usual. Tracing Suspicious Calls If you receive suspicious or malicious calls, your system administrator can add the Malicious Call Identification (MCID) feature to your conference station. This feature enables you to identify an active call as suspicious, which initiates a series of automated tracking and notification messages. If you want to... Notify your system administrator about a suspicious or harassing call Then... Press MCID. Your conference station plays a tone and displays the message, MCID successful. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

36 Using Cisco Extension Mobility Cisco Extension Mobility (EM) allows you to temporarily configure a conference station as your own. Once you log in to EM, the conference station adopts your user profile, including the conference station line, features, established services, and web-based settings. Your system administrator must configure EM for you. If you want to... Then... Log on to EM 1. Choose > Services > EM Service (name can vary). 2. Enter your userid and PIN (provided by your system administrator). 3. If prompted, select a device profile. Log off of EM 1. Choose > Services > EM Service (name can vary). 2. When prompted to log out, press Yes. Tips EM automatically logs you out after a certain amount of time. This time limit is established by your system administrator. Changes that you make to your EM profile (from your User Options web pages) take effect the next time that you log on to EM on a conference station. Settings that are controlled only on the conference station are not maintained in your EM profile. Using AutoAnswer When AutoAnswer is enabled, your conference station answers incoming calls automatically after a few rings. Your system administrator configures AutoAnswer to use the conference station. You might use AutoAnswer if you receive a high volume of incoming calls. 28 OL

37 Changing Conference Station Settings You can personalize your Cisco Unified IP Conference Station 7937G by adjusting the ring type and volume, the display screen, and voice message indicators. Customizing Rings and Message Indicators You can customize how the conference station indicates an incoming call and a new voice message. You can also adjust the ringer volume for the conference station. If you want to... Then... Change the ring type 1. Choose > Settings > User Preferences > Ring Type. Change how the conference station indicates a new voice mail message Adjust the volume level for the conference station ringer 2. Highlight a ring type, and then press Play to hear a sample of it. 3. Press Select, and then press Save to set the ring type. 1. Log in to your User Options web pages. See Accessing Your User Options Web Pages, page Access your message settings. See Controlling Line Settings on the Web, page 44. Note Before you can access this setting, your system administrator might need to enable it for you. Press or while the conference station is on-hook (that is, when there is no call activity). The volume is saved automatically. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

38 Customizing the Conference Station Display Screen You can adjust the characteristics of your conference station s display screen. If you want to... Change the display screen contrast Change the language on the display screen Then Choose > Settings > User Preferences > Contrast. 2. To adjust the contrast settings, press Up or Down. 3. Press Save. 1. Log in to your User Options web pages. See Accessing Your User Options Web Pages, page Access your user settings. See Controlling User Settings on the Web, page OL

39 Using Call Logs and Directories This section describes how you can use call logs and directories on your Cisco Unified IP Conference Station 7937G. To access both features, use the Directories button. Using Call Logs Your conference station maintains call logs. Call logs contain records of your missed, placed, and received calls. If you want to... Then... View your call logs Choose > Missed Calls, Placed Calls, or Received Calls. Each log stores up to 100 records. To view a truncated listing, highlight it and press EditDial. Erase your call logs Choose, and then press Clear. This erases all records in all logs. Dial from a call log (while not on another call) Dial from a call log (while connected to another call) 1. Choose > Missed Calls, Placed Calls, or Received Calls. 2. Highlight a call record from the log. 3. Go off-hook to place the call. 1. Choose > Missed Calls, Placed Calls, or Received Calls. 2. Highlight a call record from the log. 3. Press Dial. 4. Choose a menu item to handle the original call: Hold Puts the first call on hold and dials the second. Transfer Transfers the first party to the second and drops you from the call. (Press Transfer again after dialing to complete the action.) Conference Creates a conference call with all parties, including you. (Press Confrn again after dialing to complete the action.) EndCall Disconnects the first call and dials the second. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

40 Directory Dialing Depending on configuration, the conference station can provide both corporate and personal directory features: Corporate Directory Corporate contacts that you can access on the conference station. Corporate Directory is set up and maintained by your system administrator. Personal Directory Personal contacts and associated fast dial codes that you configure and access from the conference station and your User Options web pages. Personal Directory contains the following menu items: Personal Address Book (PAB) A directory of your personal contacts. Fast Dials A quick-dialing method that allows you to assign PAB entries and conference station numbers to a fast dial list. For quick dialing, you search the list for the number to dial. Using Corporate Directory on Your Conference Station You can use a corporate directory to place calls to coworkers. If you want to... Dial from a corporate directory (while not on another call) Dial from a corporate directory (while on another call) Then Choose > Corporate Directory (exact name can vary). 2. Use your keypad to enter a full or partial name, and then press Search. 3. To dial, press the listing, or scroll to the listing, and then go off-hook. 1. Choose > Corporate Directory (exact name can vary). 2. Use your keypad to enter a full or partial name, and then press Search. 3. Scroll to a listing, and then press Dial. 4. Choose a menu item to handle the original call: Hold Puts the first call on hold and dials the second. Transfer Transfers the first party to the second and drops you from the call. (Press Transfer again after dialing to complete the action.) Conference Creates a conference call with all parties, including you. (Press Confrn again after dialing to complete the action.) EndCall Disconnects the first call and dials the second. Tip Use the numbers on your keypad to enter characters on the conference station screen. Use the Navigation buttons on the conference station to move between input fields. 32 OL

41 Using Personal Directory on Your Conference Station The Personal Directory feature set contains your PAB and Fast Dials. This section describes how to set up and use Personal Directory on the conference station. To use Personal Directory on the web, see Using Personal Directory on the Web, page 38. If you want to... Access Personal Directory (for PAB and Fast Dial codes) Search for a PAB entry Then Choose > Personal Directory (exact name can vary). 2. Enter your Personal Directory UserID and PIN, and then press Submit. 1. Access Personal Directory, and then choose Personal Address Book. 2. Enter search criteria, and then press Submit. You can choose Previous or Next to move through listings. 3. Highlight the PAB entry that you want, and then press Select. Dial from a PAB 1. Search for a PAB entry. entry 2. Highlight the entry, and then press Select. 3. Press Dial. (You may need to press the more softkey to see Dial.) 4. Highlight the number that you want to dial, and then press OK. 5. Press OK again to dial the number. Delete a PAB entry 1. Search for a PAB entry. 2. Highlight the listing, and then press Select. 3. Press Delete. (You may need to press the more softkey to see Delete.) 4. Press OK to confirm the deletion. Edit a PAB entry 1. Search for a PAB entry. 2. Highlight the entry, and then press Select. 3. Press Edit to modify a name or address. (You may need to press the more softkey to see Edit.) If necessary, choose Phones to modify a phone number. 4. Press Update. Cisco Unified IP Conference Station 7937G Phone Guide for Cisco Unified Communications Manager

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