Professional Documents
Culture Documents
GROUP FEATURES
ON POLYCOM SIP TERMINALS
in an iS3000 environment
running SIP@Net 4.1 (and higher)
A Publication of
NEC Unified Solutions
HILVERSUM, THE NETHERLANDS
Date
April 2010
Great care has been taken to ensure that the information contained
in this handbook is accurate and complete. Should any errors or
omissions be discovered or should any users wish to make
suggestions for improving this handbook, they are invited to send
the relevant details to:
NEC Unified Solutions
P.O. BOX 32
1200 JD HILVERSUM
THE NETHERLANDS
CONTENTS
CHAPTER 1 INTRODUCTION ..............................................................................1
What are Group Features ?.......................................................................1
What's in this Application Note ? ..................................................................3
CHAPTER 2 BEFORE YOU START ........................................................................4
The group ................................................................................................4
Speed dial keys.........................................................................................4
Polycom versus ErgoLine terminals ..............................................................7
CHAPTER 3 GROUP FEATURES EXAMPLES ...........................................................8
Scenario 1 : A working day in a Group Arrangement.......................................8
Scenario 2 : A Manager and his Secretary ................................................... 13
APPENDIX A PROGRAMMING EXAMPLES............................................................ 16
Scenario 1 : A working day in a Group Arrangement..................................... 16
Scenario 2 : A Manager and his Secretary ................................................... 20
CHAPTER 1 INTRODUCTION
What are Group Features ?
Group Features enables you to perform routine telephony operations by pressing a
single speed dial key on the phone. These operations include:
Making a call
Answering a call
"Parking" a caller
Transferring a call
Each speed dial key on the Polycom IP terminal has an LED. This LED shows the
status of the phone with which that speed dial key is associated. The LED messages
indicate the following statuses:
LED is OFF
LED is ON
LED is Flashing
:
:
:
So, Group Features enables you to control and monitor phone activity on your phone
(and the phones of other users, where this has been configured). You can perform any
of the telephony operations listed above, by pressing the correct speed dial key on
your phone. For example, if the status LED shows an incoming or parked call, you can
accept the call by pressing the corresponding speed dial key on your phone. When you
accept the call, the LED status for that phone changes on all sets within the group to
show that you are handling this call.
If, during the conversation with that caller, you press the Park key, the caller is
parked. Once again, the LED status changes to show this.
The Group Features for Manager/Secretary applications contain the following
elements :
Selective Answering
When several calls are ringing on the secretary's extension at the same time, she
can select which call to answer first.
Status Management/Monitoring
Managers and secretaries can monitor their status (idle, busy, ringing) of each
other. The manager and secretary can change their status (Absent/Present)
from her own set.
Private Number
A manager can be allocated a second extension number, not controlled by the
secretary, on which he can receive calls.
-1-
The Group Features for Group applications contains the following elements :
Group Answering
Several "Direct Dialling In" numbers can be allocated to a group. Each group
number represents a service offered by that group (e.g. sales inquiries, invoice
inquiries, etc.).
Status Management/Monitoring
Group members can monitor the status (idle, busy, ringing) of the other group
members. A group member can change the status (Absent/Present) from their
own set.
MANAGER KEY
MEMBER KEY
PRIVATE KEY
GROUP KEY
-2-
-3-
The group
The term "group" refers to two or more phones which are connected to the PBX. In
addition, they may be configured so that it is possible for a group member to call a
colleague by pressing a single speed dial key on their phone.
Group functionality has other applications, which are described in this application
note:
A speed dial key could be assigned to a group number. This would be useful, for
example, at a Purchasing Department of a publishing company. Three phones
could be configured to receive calls to a group used for "new books published".
When a customer calls the group number for new books published, status LEDs
on all three phones will indicate that a customer is calling.
The first staff member who is free can accept the call by pressing that group
speed dial key on his/her phone. When this happens, the status LEDs on the other
two phones change to show that the phone is busy. The other staff members
know that the call is being dealt with and that their colleague is busy.
A key on a receptionist's phone could be set up, to monitor her boss's business
number. When a visitor arrives, or a caller wishes to talk to him, she can see
whether the boss is "busy" by looking at the status LED for his business number.
The speed dial keys on your phone can be assigned to a variety of functions
(including the group functionality), which is described in this application note.
Your Supervisor or Administrator will tell you which are the speed dial keys on
your phone. The process of assigning keys on your phone to particular
functions is not discussed in this document. Talk to your Supervisor, your
System Administrator or a NEC representative, if you need more information
on these subjects.
The exact number of keys on your phone depends on the model of phone you are
using and whether it has been extended with additional keys by means of an
Expansion module. The following diagram shows a bank of keys on a typical Polycom
phone.
Typically, the top-most speed dial key is reserved for the principle directory number of
your own phone.
-4-
For example, you would press the speed dial key that is marked in the previous
diagram, to call Jane. When you press the Jane speed dial key, the Jane LED turns
ON. This indicates that you are using the line. If other group members shares the line
to Jane, the Jane LED on their phones will show that the line is busy.
When you hang up the phone, the Jane LED goes OFF. This indicates that the line is
available for use again. The Jane LED on the phone of any other group member who
shares this line will also be switched OFF, so they also know the line is available.
The following table shows the possible LED states, their meaning and what operation
is performed by pressing the speed dial key while that message is displayed.
LED
MESSAGE
PRESS KEY TO :
ON
Flashing
OFF
-5-
The scenarios in the following chapter demonstrate how the LEDs on phones change
as members of the group perform various activities. In this application note, graphic
symbols are used to depict the different LED messages.
Your own top-left key :
OFF : IDLE
FLASHING : RINGING
ON : BUSY
OFF : IDLE
ON (RED) : BUSY
During the scenarios, to show when a speed dial key is pressed by a user, the
corresponding key label text is in italic.
2401 Ms Booklet
2402 Mr Novel
2403 Ms Script : this speed dial key has just been pressed
Common Park
Private Park
Absent / Present status of yourself !
|||
|||
-6-
The icons in the display next to the speed dial keys have different meanings as
illustrated below.
ICON
MEANING
Extension is not (yet) registered
Extension is registered
Buddy watch, but no initial status received
yet (intermediate state)
Buddy watch (status monitoring) active :
when busy, icon changes to
Feature programmed under this key is
activated
Contact
Call is parked
Ringing
Ongoing call
Note that :
-7-
Purchasing Department
2400
Novel
2402
Booklet
2401
Script
2403
-8-
2402 Mr Novel
2403 Ms Script
2401 Ms Booklet
2401 Ms Booklet
2403 Ms Script
2402 Mr Novel
Common Park
Common Park
Private Park
Private Park
Absent Present
Absent Present
On the other 2 terminals, the Ms Booklet LED is flashing, indicating that there is a
call for Ms Booklet.
Mr Novels extension 2402
2402 Mr Novel
2403 Ms Script
2401 Ms Booklet
2401 Ms Booklet
2403 Ms Script
2402 Mr Novel
Common Park
Common Park
Private Park
Private Park
Absent Present
Absent Present
-9-
When Ms Booklet answers this call all flashing LEDs are ON, indicating that she is
busy.
When she does not answer the call, either Mr Novel or Ms Script can answer Ms.
Booklets call, by pressing the Ms Booklet key.
Ms Scripts extension 2403
2403 Ms Script
2401 Ms Booklet
2402 Mr Novel
Common Park
Private Park
Absent Present
2402 Mr Novel
2403 Ms Script
2401 Ms Booklet
2401 Ms Booklet
2403 Ms Script
2402 Mr Novel
Common Park
Common Park
Private Park
Private Park
Absent Present
Absent Present
- 10 -
2401 Ms Booklet
2401 Ms Booklet
2402 Mr Novel
2402 Mr Novel
2403 Ms Script
Common Park
Common Park
Private Park
Private Park
Absent Present
Absent Present
Common Park
Mr Novel puts the call in the Common Park : this means that apart from himself, also
Ms Booklet and Ms Script can see that there is a parked call.
Now Mr Novel is free again to make another call.
Meanwhile Ms Booklet or Ms Script can take over the parked call of Mr Novel if they
want to.
After Mr Novel has ended his intermediate call and Ms Booklet or Ms Script did not
take over his parked call, Mr Novel can unpark the parked call and continue this
previous conversation.
- 11 -
Private Park
Mr Novel who is in conversation, wants to park a call, without the possibility that Ms
Booklet and Ms Script can see that there is parked call. In this case Mr Novel does not
put the call in the Common Park, but in the Private Park.
Mr Novels extension 2402
2402 Mr Novel
2401 Ms Booklet
2403 Ms Script
Common Park
Private Park
Absent Present
2401 Ms Booklet
2401 Ms Booklet
2402 Mr Novel
2402 Mr Novel
2403 Ms Script
Common Park
Common Park
Private Park
Private Park
Absent Present
Absent Present
Now Mr Novel is free again to make another call. After Mr Novel has ended his
intermediate call, he can unpark the parked call and continue his previous
conversation.
Absent/Present Switching
At the end of the working day, Ms Booklet leaves the office, while Mr Novel and Ms
Script still continue working. Now Ms Booklet switches herself absent, meaning that
group calls are not signalled on her phone anymore.
Ms Booklets extension 2401
2401 Ms Booklet
2402 Mr Novel
2403 Ms Script
Common Park
Private Park
Absent Present
- 12 -
The next morning when Ms Booklet enters the office, she can still see that see is
absent : the corresponding LED is still ON. Now she switch herself present again.
Ms Booklets extension 2401
2401 Ms Booklet
2402 Mr Novel
2403 Ms Script
Common Park
Private Park
Absent Present
The scenarios also demonstrate how users can handle calls in various states, by
pressing the speed dial keys.
Coopers
John
1511
Jane
1512
- 13 -
1511 John
1512 Jane
1510 Private
1511 John
1512 Jane
Absent Present
Absent Present
1511 John
1512 Jane
1510 Private
1511 John
1512 Jane
Absent Present
Absent Present
1511 John
1512 Jane
1510 Private
1511 John
1512 Jane
Absent Present
Absent Present
- 14 -
1511 John
1512 Jane
1510 Private
1511 John
1512 Jane
Absent Present
Absent Present
During his absent status, business calls to John are routed to Jane.
Transferring a business call while John is absent
Johns extension 1511
1511 John
1512 Jane
1510 Private
1511 John
1512 Jane
Absent Present
Absent Present
Jane receives and answers the business call of John who is absent.
In case the party Jane is talking to, urgently needs to speak to John, Jane can press
the Trnsfer softkey, followed by the speed dial key of John and pressing
the
Trnsfer
- 15 -
- 17 -
- 18 -
- 19 -
- 20 -
- 21 -
- 22 -