Quick Reference Guide optiPoint 500 Basic, Standard, and Advance

Hicom 300 E and H

G281-0759-00

Warning!

Hackers who unlawfully gain access to customer telecommunications systems are criminals. Currently, we do not know of any telecommunications system that is immune to this type of criminal activity. Siemens Information and Communication Networks, Inc. will not accept liability for any damages, including long distance charges, which result from unauthorized use. Although Siemens has designed security features into its products, it is your sole responsibility to use the security features and to establish security practices within your company, including training, security awareness, and call auditing. Siemens sales and service personnel, as well as Siemens business partners, are available to work with you to help you prevent this type of unauthorized use of your telecommunications system.

February 2002

Job No. 5132 No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, electronic photocopying, recording, or otherwise, without prior written permission of Siemens Information and Communication Networks, Inc. The software described in this publication is furnished under a license agreement and may be used only in accordance with the terms of that agreement. Request Siemens publications from your Siemens representative or the Siemens branch serving you. Publications are not stocked at the address below. Siemens Information and Communication Networks, Inc. 1700 Technology Drive San Jose, CA 95110 (408) 492-(800) 765-6123 PhoneMail is a registered trademark of Siemens Information and Communication Networks, Inc. Siemens, Hicom, and optiPoint are registered trademarks of Siemens AG. All other trademarks and company names are the property of their respective owners. Copyright Siemens Information and Communication Networks, Inc. 2002.
2 optiPoint 500 Display Phones

Contents

Welcome!. About This Guide. Learning About Your Phone. Feature Keys. Usage of Feature Keys. Status Lights on Line Keys. Volume Keys. Rings and Tones. Open Listening and Hands-Free Conversations. optiGuide. Introduction. optiGuide Modes. The Display. The Navigation Keys. Selecting OptionsExample. More Information on optiGuide. Phone Accessories. Using Your Telephone. Your Class of Service. Description of All Phone Tasks. Changing Your Audio Settings. Callback. Conference. Connect. Consultation. Forwarding. Usage of Station-Variable Forwarding. Usage of Fixed Forwarding. Hold. Last Number Redial. Mailbox and PhoneMail. Manipulating Reminder Messages. Manipulating PhoneMail Messages. Park. PhoneMail. Pickup. Pick Up a Call and Add to Conference. Preview.
Repertory Dialing (Repdial) Keys. Saved Number Redial. Speakerphone. Station Speed Dialing. System Hold. System Speed Dialing. Transfer. Feature Access Codes. Looking for Help?. FCC and Industry Canada Compliance.
4 optiPoint 500 Display Phones

Welcome!

Welcome to your Siemens optiPoint 500 Basic, Standard, or Advance telephone! Whichever model you received, you will find its many features useful and easy to use; and it will allow you to manage your telephone tasks quickly and efficiently. The various models described in this booklet have the same functionality with two exceptions: The Basic model does not support hands-free conversations. The Standard and Advance models support hands-free conversations. The Basic and Standard models have 12 feature keys, the Advance model has 19 feature keys.

About This Guide

This booklet is designed to guide you through understanding and using your telephone as quickly as possible. Section Learning About Your Phone, starting on page 6, describes the appearance and main features of the telephone. Section Using Your Telephone, starting on page 14, describes how the telephone is used and explains how your class of service affects your capability to access specific telephone features. Section Feature Access Codes, starting on page 33, contains a listing of the default feature access codes. Section Looking for Help?, starting on page 35, explains how to find help for using your telephone. Section FCC and Industry Canada Compliance, starting on page 36, contains the FCC and Industry Canada compliance statements.
Learning About Your Phone
Figure 1 shows an optiPoint 500 Advance phone without the handset. Functional features are marked, but the common features like the key pad ar not marked. Please note: Note that a Basic and Standard phones have only 12 feature keys, not 19 like the Advance phone. The Basic phone does not have a microphone.

Otherwise, the phones look alike.

optiGuide display

Feature keys with status lights Speaker Volume keys Microphone (not on Basic) Navigation keys

op000014

Figure 1. optiPoint 500 Advance Telephone
The following sections explain the features of your optiPoint 500 phone. Note: optiPoint 500 phones with an optiGuide display (all phones described in this booklet) are sometimes referred to as display phones.
6 optiPoint 500 Display Phones

Feature Keys

Usage of Feature Keys
Your administrator can configure feature keys as line keys, short cuts to specific telephone features, or repdial keys. Line keys connect to various telephone lines that can be used simultaneously. For example, you can put a party on HOLD on one line and dial another party on another line. You can press configured system feature keys to gain access to system telephone features, such as HOLD, TRANSFER, MAILBOX, and PROGRAM/SERVICE. Repdial keys are keys you can program as one-touch keys to telephone numbers or extensions you dial often.
When you get your telephone, the feature keys will be labeled on the faceplate. Labeling terminology is up to your company. For example, your administrator might label the HOLD key HOLD, Hold, HLD, or anything else. We recommend that you label repdial keys you programmed by hand. Note: This booklet references each feature key with its capitalized full name. Thus, press HOLD means to press the feature key labeled as the Hold key in whatever notation.
Status Lights on Line Keys
The red status lights next to the line keys signals what is happening on those lines. Table 1 explains the various flash rates and the line status.
Table 1. Status Light Meanings
Flash Rate Off On steady Blinking Flashing (faster) Flickering (fastest)
Line Status Available In use Ringing On hold Forwarded

Volume Keys

Use the Volume Up + and Volume Down - keys to adjust the voice volume of your telephone. While on a call, press + to raise the volume of the voice you are hearing, or press to lower it. Press either key repeatedly until you reach the desired voice level. Holding down either key changes the volume one step only. When you hang up or switch to another call, the voice volume returns to the default level. To save the new setting before hanging up, press the + and - keys together before hanging up.

More Information on optiGuide
Use optiGuide only if the desired feature is not accessible through a feature key. Pressing a feature key saves time. Not all options are accessible in both optiPoint modes. Some are accessible only while the phone is idle (example: Program/ Service), others are accessible only while the phone is in use (example: Saved number redial?). While scrolling through optiGuide you may encounter features that you are not able to use. These are features restricted by your class of service. For more information on your class of service refer to Section Your Class of Service, starting on page 14.

Phone Accessories

You can expand the capabilities of your phone in three ways. Depending on the model of your phone, you can add one or two easy-add adapters: An analog adapter to connect your phone to an analog device. An acoustic adapter to connect your phone to a headset. A phone adapter to connect your phone to an additional optiPoint 500 phone or Optiset E phone. The secondary telephone is connected using a RJ11 connector. An ISDN adapter to connect your phone to ISDN devices such as phones, PC cards, G4 fax machines or video equipment using a RJ45 connector. You can add one or two side-mounted modules with more feature keys.This will add 16 additional keys per module. You can connect your phone to your PC, using a USB cable. This connection allows you to use Microsoft TAPI for dialing on the PC. Note: A common USB cable is sufficient for the phonePC connection, but it will cause your phone rock on the table top. A special Siemens USB cable ensures the correct resting of your phone. Ask your administrator for more information for any of these accessories.

Phone Accessories 13

Using Your Telephone

Your Class of Service

The class of service your telephone offers may not contain all available features. It is up to the system administrator to configure the various optiPoint 500 phones with the features their users need. Therefore, not all features described in this guide may be applicable to your telephone. Direct all questions about your class of service to your administrator.
Description of All Phone Tasks
The following task descriptions use the terms select and scroll. Select means to select an optiGuide option by pressing. Scroll means to scroll (backward or forward) to another optiGuide option by pressing or.
Changing Your Audio Settings
To change the audio settings on your phone: 1. Using optiGuide, select Audio Settings from either MAIN MENU or PROGRAM/SERVICE. 2. Scroll to the desired audio setting and select it. optiGuide displays the current setting for the selected option. If you selected 1-Ring volume?, 2-Ring tone?, or 3-Alert tone volume?1, the phone will play the current setting of this tone. 3. To adjust the setting, press the + or - keys. For ring volume, ring tone, and alert tone, your phone will make the sound of the adjustment.

An alert tone alerts you while you are using the phone that another party is in the busy standby queue and waits to talk to you. See also footnote on page 25
4. To save the adjustment, press - simultaneously.

, or press the + and

Note: If, during step 3 or 4, you decide to exit without making changes, press or hang up.

Callback

This feature allows you to automatically retry later a call to an extension that is currently busy or in do-not-disturb mode. After requesting a callback, you hang up. When the called extension resumes an idle mode, the system calls you with a triple ring. Answering this call will automatically connect you with the originally called extension. To request a callback: 1. Listen for the busy signal. 2. If you have a CALLBACK key, press it. OR Select Callback? on your optiGuide display. OR Dial
3. Hang up. 4. When the system calls back with triple rings, answer your phone. This causes the system to dial (callback) the extension. To cancel a callback: 1. Get a dial tone, and dial confirmation tone. 2. Hang up.

1. You will hear the

Using Your Telephone 15

Conference

The Conference feature lets you have up to eight parties, including yourself, in a telephone conversation. The other parties besides yourself can be on trunks (outside lines) or extensions. To set up a conference: During a call, 1. If you have a TRANSFER key, press it. OR Scroll through the prompts on your optiGuide display and select Start conference?. 2. Listen to the confirmation tone, followed by the internal dial tone. 3. Dial the extension you want to add, or dial 9 and the outside number. 4. After the party answers you want to connect all parties: If your have a CONFERENCE key or TRANSFER key, press it. OR Select Conference? from your optiGuide display. To reconnect to the conference when a called party isnt joining: If you have a CONNECT key, press it. OR Scroll through the prompts on your optiGuide display and select Release and return?. To drop the last added party and then rejoin the conference: If you have a CLEAR key, press it, or press TRANSFER and dial 4. Then press the CONFERENCE key, the CONNECT key, or the TRANSFER key. OR Scroll through the prompts on your optiGuide display and select Remove last party?.

Connect

Connect allows you to: Reconnect with a call placed on consultation hold. Reconnect with a transferred call before the transfer is complete. Alternate between two parties when you have one of them on consultation hold.
To reconnect with a call: If you have a CONNECT key, press it. OR Scroll through the prompts on your optiGuide display and select Toggle/Connect?

2. Hang up. The light next to your extension will stop flickering.
Usage of Fixed Forwarding
Since your administrator sets up the fixed forwarding feature, you can only cancel fixed forwarding to restore it. To cancel Fixed Forwarding: Get a dial tone and dial To restore Fixed Forwarding: Get a dial tone and dial

9 0. 9 0.

Hold allows you to put a party on hold without disconnecting it. If you do not retrieve the call after a certain period of time (determined by the system administrator), your phone will ring. If it is an external call and you do not answer, the call is transferred to the operator. An internal call will ring until the caller hangs up.

Using Your Telephone 19

If you want to make another call after placing a call on hold, refer to Section Consultation, starting on page 17. To put a call on hold: 1. If you have a HOLD key, press it. The status light will start flashing to indicate you have a call on hold. OR Use the optiGuide display to scroll to Hold? and select it. 2. If you are using the handset, hang up. To reconnect: If you were using the handset for the call you put on hold, pick the handset up and the line key. If you were not using the handset for the call you put on hold, press the line key.

Last Number Redial

Last Number Redial allows you to quickly redial the last number you have dialed. This number can be any valid number, including numbers dialed during consultation calls or transfers. To redial the last number dialed: While the phone is idle, 1. If you have a LAST NUMBER REDIAL key, press it. OR Press the MENU key, then select Speed dial features? and then Last number redial?. OR Get a dial tone and LAST NUMBER REDIAL will display select it or dial 4.

Mailbox and PhoneMail

Your phone can be configured with a MAILBOX key, a PHONEMAIL key, or both. If your phone has only a MAILBOX key, then you can receive and manipulate phonemail messages and one reminder message. Note: A reminder message is a signal a caller can leave if his call is not answered or if there is a busy signal. Reminder messages are possible only if the called party has a MAILBOX key. If your phone has only a PHONEMAIL key, then you can receive and manipulate PhoneMail messages only; you cannot receive or manipulate reminder messages. If your phone has both a PHONEMAIL and a MAILBOX, access your PhoneMail through the PHONEMAIL key and the reminder messages through the MAILBOX key.
New messages turn on the light next to the key from which the message can be retrieved (MAILBOX or PHONEMAIL). To display messages: While the phone is idle, 1. If you have a MAILBOX key, press it. 2. Select All messages?, or Phonemail messages?, or Reminder messages?. The callers extension and the date and time of the call will be displayed. 3. To display any additional messages, scroll to Next entry? and select it. 4. To delete a displayed message, scroll to Delete? and select it. OR 1. Press the MENU key. 2. Scroll to Program/Service? and select it. 3. Scroll to Mailbox? and select it.

Using Your Telephone 21

4. Select All messages?, or Phonemail messages?, or Reminder messages?. The callers extension and the date and time of the call will be displayed. 5. To display any additional messages, scroll to Next entry? and select it. 6. To delete a displayed message, scroll to Delete? and select it.
Manipulating Reminder Messages
To answer a displayed message: Scroll to Call originator? and select it. The system calls back the party or system that left the message. When the party or system answers, the message is deleted. To leave a reminder message: When you make a call and receive a busy tone or no answer, scroll to Reminder message? and select it. The other partys MAILBOX status light turns on. If the other party has a display phone, the system will also leave a reminder message providing your name and the date and time of your call.
Manipulating PhoneMail Messages
If you have a PHONEMAIL key, press it and follow the prompts. If you have no PHONEMAIL key but a MAILBOX key, press it and follow the prompts.
Park allows you to move a call to an extension and hold it there without ringing that extension. You or another party can then retrieve the call from the extension. To park a call to another extension: 1. If you have a TRANSFER key, press it and dial Dial 6 and the extension where you want to park the call. OR Scroll to Park call?, select it, and dial the extension where you want to park the call. 2. Hang up. To retrieve a parked call: If the extension is on your phone: Press the line key next to the flashing status light.
If the extension is on another phone: 1. If you have a PICKUP key, press it. OR Get a dial tone and dial
2. Dial the extension where the call is parked. 3. Begin speaking.

PhoneMail

The PhoneMail feature is explained in Section Mailbox and PhoneMail, starting on page 21.

Using Your Telephone 23

Pickup
Pickup means to pick up (answer) a call at another extension. The call on the other extension can be ringing, on hold, queued, or parked. There are two pickup types: Station pickup lets you answer a call to any extension, but you must know the number of the extension. Group Pickup lets you answer a call to an extension in your pickup group (set up by your system administrator) even if you do not know the number of the extension that received the call.

Saved Number Redial

This feature saves a number that you have dialed. Later, you can redial your saved number. To save a number you have dialed, while you are still connected with that number: If you have a SAVED NUMBER REDIAL key, press it. OR Select Save number? from your optiGuide display. OR

Using Your Telephone 27

4 while the call is still ringing or busy.
To dial your saved number: If you have a SAVED NUMBER REDIAL key, press it. OR Press the MENU key, select Speed dial features?, scroll to Saved number redial? and select it. OR Get a dial tone and dial

Speakerphone

A speakerphone consists of a speaker and a microphone on your telephone. With a speakerphone, you can have handsfree conversations. (For details, refer to Section Open Listening and Hands-Free Conversations, starting on page 9.) Note: The Basic model is not a speakerphone. To make a call: Press a line key or the SPEAKER key to get a dial tone, then dial. To answer a call: Press the line key next to the blinking status light. To hang up: Press the line key or the SPEAKER key. Switching from a hands-free conversation to using the handset during a call: If you are using the handset and want to use the speakerphone, press the SPEAKER key and hang up the handset. If you are using the speakerphone and want to use the handset, pick up the handset.

Station Speed Dialing

Station Speed Dialing lets you assign frequently used dialing sequences (extensions or outside numbers) to codes. You can then dial a code instead of the entire sequence. Your phone may be assigned 0, 10, 20, or 30 station speed dialing codes. If your phone is assigned 10 codes, the codes are single-digit codes (0 through 9). If your phone is assigned 20 or 30 codes, the codes are double-digit codes (00 through 29). To set up a station speed code: While your phone is idle, 1. Press the MENU key. 2. Scroll to Program/Service? and select it. 3. Select Change destinations?. 4. Scroll to Station speed dial? and select it. Enter index: will be displayed, for the station speed dialing code. 5. Enter the code you want to use (0 through 9, or 00 through 29). Enter new number: will be displayed. 6. Enter the sequence you want the code to dial. 7. Select Save?. 8. Select Exit?. OR 1. Press the PROGRAM key. 2. Dial 1 3. 3. Enter the code you want to use (0 through 9, or 00 through 29). 4. Enter the sequence you want the code to dial. 5. Select Save?. 6. Select Exit?.

Using Your Telephone 29

To dial using a station speed code: While the phone is idle, 1. If you have a STATION SPEED key, press it. 2. Dial the station speed code (0 through 9, or 00 through 29). OR 1. Press the MENU key. 2. Select Speed dial features?. 3. Scroll to Station speed dial? and select it. ENTER INDEX: will be displayed. 4. Dial the station speed dialing code (0 through 9, or 00 through 29). OR 1. Get a dial tone, dial

2. Dial the station speed code (0 through 9, or 00 through 29).

System Hold

System Hold lets you move a call to a system slot (a temporary holding place) and hold it there. The call can then be retrieved from any extension. To place a call on system hold: 1. Press the TRANSFER key. You will hear the confirmation tone and dial tone. Dial 8. 2. Enter a slot number (0-9). If you hear a busy signal, try a different slot number. OR If you hear a fast busy signal, hang up. A fast busy signal means that all slots are full and you cannot place a call on system hold at this time.
To retrieve a call on system hold: 1. Get a dial tone. 2. If you have a SYSTEM HOLD key, press it. OR Dial
Dial the number of the system slot where the call is on system hold.

System Speed Dialing

Your system administrator may have set up company-wide speed dialing codes for frequently called outside numbers. Depending on the number of needed speed dialing codes, your administrator might have bundled codes into various groups (lists). For speed dialing, your administrator must: Provide you with one or two lists containing speed dialing codes. Explain to you which feature key to press to access a specific list.
To make a system speed dialing call: If you have one or two SYSTEM speed keys, select the one that connects you to the desired system speed codes list. OR 1. Press the MENU key. 2. Select Speed dial features?. 3. Scroll to System speed dial? and select it. You may have two system speed dial lists. ENTER INDEX: will be displayed. 4. Dial the system speed dialing code. OR 1. Get a dial tone, and dial 2 for the second list.

for the first list or 6

2. Dial the system speed code.

Using Your Telephone 31

Transfer
Transfer allows you to move a call to another extension or if your system is set up accordinglyto an outside number. To transfer a call: During a call: 1. Ask the other party to hold. 2. If you have a TRANSFER key, press it. OR Select Start transfer? 3. Dial the extension or 9 and the outside number. 5. If you want, announce the caller when the party answers. 6. Hang up. The other parties will then be connected. To reconnect: Before hanging up, scroll to Release and return? and select it. This rejoins you to the original call and releases the party you are talking to. OR Scroll to Toggle/Connect? and select it. This rejoins you to the original call. Selecting Toggle/Connect again returns you to the second party.

Feature Access Codes

Table 4 denotes the default feature access codes. Ask your administrator whether some or all of these codes were changed. If so, ask for a listing of the currently correct codes. To access a feature using the key pad: If you have a dial tone, dial the feature access code. If you are already connected to another line, press the Transfer key, then dial the feature access code.
Table 4. Feature Access Codes (1 of 3) Feature Account Number Bad Line Reporting Busy Override Buzz Callback Request Cancel Changing Ring Tone Class of Service Restore Primary Return to Secondary Com Group Speaker Call Conference Remove Last Party Remove Specific Party Direct Trunk Select Forwarding, Fixed Request Cancel 4 Option Access Code 7 2

Feature Access Codes 33

Table 4. Feature Access Codes (2 of 3) Feature Forwarding, Variable Option All Busy Busy/Ring No Answer External Internal Ring No Answer Cancel Last Number Redial Mailbox Callback Message Leave Message Cancel Turn Off Light Park Pickup Group Station PIN Authorization Request Cancel Privacy Request Cancel Saved Number Redial Speaker Call, Fixed Speaker Call, One-Way Speaker Call, One-Way Broadcast 8 Access Code 3
Table 4. Feature Access Codes (3 of 3) Feature Station Hunt Option Prevent Allow Set Destination Clear Destination Station Speed Dialing System Hold System Speed-1 System Speed-2 Trace Call Universal Night Answer 3 Set Up Call Access Code 3

Looking for Help?

If you cannot find necessary instructions in this booklet or if your phone does not work as expected, you can: Ask your administrator for help. Ask your administrator for access to the optiPoint 500 Telephones Administrator Guide, G281-0758. This guide is written for the administrator and explains many features in more detail than this booklet does.

Feature Access Codes 35

FCC and Industry Canada Compliance
This section describes the requirements for compliance with Federal Communications Commission (FCC) Rules and Industry Canada CS-03 standard.
FCC Certification and Requirements
The following paragraphs describe requirements and information based on FCC rules.

Service

If you experience problem with the Siemens optiPoint 500 telephone, contact Siemens customer support at 1-800-8357656 for information on service and repairs. The telephone company can ask you to disconnect the equipment from the network until the problem is corrected or until you are sure that the equipment is not malfunctioning.

FCC Rules, Part 15

The Siemens optiPoint 500 telephone has been tested and complied with the limits for a class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, can cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will be required to correct the interference in the users expense.

FCC Rules, Part 68

1. FCC Part 68 Certification The Siemens optiPoint 500 telephone is certified with FCC under Part 68 as a component device for connection behind FCC Part 68 certified Siemens PBX systems. In order for the FCC certification of the Siemens optiPoint 500 telephone to be retained, all other products used in conjunction with the Siemens optiPoint 500 telephone must also be FCC Part 68 certified for use with the frontend terminal equipment. If any of these components are not certified, Siemens is required to obtain FCC Part 68 certification of the assembled equipment prior to connection to the telephone network. Part 68 certification requires Siemens to maintain this approval and as such are responsible for the following: Any component added to the Siemens optiPoint 500 telephone, whether it bears component certification or not, will require a Part 68 compliance evaluation. Siemens may need to test and make a modification filing to the FCC before that new component can be used; Any modification/update made to the Siemens optiPoint 500 telephone will require a Part 68 compliance evaluation. Siemens may need to test and make a modification filing to the FCC before that modified component can be used; Siemens optiPoint 500 telephone complies with and will continue to comply with all the applicable rules and regulations in Subpart D of the FCC Part 68 rules during the life-time of the product.
If at any time the ownership of Siemens optiPoint 500 telephone is transferred to someone else (whether independently or as part of a system), please supply this manual to the new owner. 2. REN The ringer equivalence number (REN) is used to determine the quality of devices which may be connected to the telephone line. Excessive RENs on the telephone line may result in the devices not ringing in response to an incoming call. In most, but not all areas, the sum of RENs

FCC and Industry Canada Compliance 37
should not exceed five (5.0). At the base of the telephone is a label contains, among other information, the REN and the FCC certification number. If requested, this information must be given to the telephone company. To be certain of the number of devices that may be connected to a line, as determined by the total RENs, contact the local telephone company. Note: REN is associated with the analog telephones. It is not applicable to Siemens optiPoint 500 telephone. If requested, please supply the FCC Certification numbers of the front-end host terminal equipment that have a direct Public Switched Telephone Network connection (i.e. have a REN stated on the label) and the highest REN. 3. Facility Interface Information Siemens optiPoint 500 telephone connects to the public switched telephone network through FCC Part 68 certified front-end host PBX equipment which specifies the type of network jacks to be used. 4. Disruption of the Network If the Siemens optiPoint 500 telephone disrupts the telephone network, the telephone company can discontinue your service temporarily. If possible, the telephone company will notify you in advance. If advance notice is not practical, they will notify you as soon as possible. You are also informed of your right to file a complaint with the FCC. 5. Telephone Company Facility Changes The telephone company can make changes in its facilities, equipment, operations, or procedures that can affect the operation of your equipment. If they do, you should be notified in advance so you have an opportunity to maintain uninterrupted telephone service. 6. Hearing-Aid Compatibility Telephones for emergency use and telephones installed in common areas such as lobbies, hospital rooms, elevators, and hotel rooms must have handsets that are compatible with magnetically coupled hearing aids. Persons who are not in common areas must also be provided with hearingaid compatible handsets, if needed.
The Siemens optiPoint 500 telephone complies with the FCC Rules, Part 68, Section 68.316 Hearing Aid Compatibility and 68.317 volume control requirements. 7. Programmed Dialer Features When you program emergency numbers or make test calls to emergency numbers using Siemens products with programmed dialer features, stay on the line and briefly explain to the dispatcher the reason for the call before hanging up. Perform these activities in off-peak hours, such as early morning or late evening.
Equipment Attachment Limitations
The following are notices required by Industry Canada Terminal Attachment Program Certification Procedure CP01, Part I, Section 14.

Ringer Equivalence Number (REN)
The Ringer Equivalence Number (REN) assigned to each terminal device provides an indication of the maximum number of terminals allowed to be connected to a telephone interface. The termination on an interface may consist of any combination of devices subject only to the requirement that the sum of the Ringer Equivalence Numbers of all the devices does not exceed 5. The REN is associated with the analog loop-start and ground-start telephones. It is not applicable to Siemens optiPoint 500 telephones.
The Industry Canada label identifies certified equipment. This certification means that the equipment meets certain telecommunications network protective, operational and safety requirements as prescribed in the appropriate Terminal Equipment Technical Requirement documents. The Department does not guarantee the equipment will operate to the users satisfaction.
FCC and Industry Canada Compliance 39
Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations. Repairs to certified equipment should be coordinated by a representative designated by the supplier. Any repairs or alterations made by the user to this equipment, or equipment malfunctions, may give the telecommunications company cause to request the user to disconnect the equipment. Users should ensure for their own protection that the electrical ground connections of the power utility, telephone lines and internal metallic water pipe system, if present, are connected together. This precaution may be particularly important in rural areas. Caution: Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection authority, or electrician, as appropriate.

An HP ProCurve Networking Application Note
Interoperability between Siemens optiPoint phones and ProCurve switches

Contents

1. Introduction...... 3 2. Architecture...... 3 3. Configuration...... 4 3.1 Log on to the Siemens phone.... 4 3.2 Check PoE compatibility on ProCurve Switch 3500yl... 4 3.3 Check PoE compatibility on ProCurve Switch 2610... 4 4. Configuring QoS support.... 5 4.1 Configure QoS on the phone..... 5 4.2 Configure QoS on the switches.... 6 5. Configuring 802.1X support..... 7 5.1 Configure 802.1X EAP-TLS on the phone.... 7 5.2 Configure 802.1 X on the switch..... 9 5.3 Configure multiple 802.1X sessions..... 10
6. Firmware versions..... 10 6.1 Switch firmware versions..... 10 6.2 Phone firmware version..... 10 6.3 Upgrade the phone firmware.... 11 7. Reference documents..... 11

HP ProCurve Networking

1. Introduction
This document describes how ProCurve switches and Siemens IP phones interoperate to build a secure and easy-tomanage network. Both the switch and the phone rely on standard protocols: 802.3af, standard for Power-over-Ethernet (PoE) enables the switch to allocate up to 15.4 watts of power per port. Quality-of-Service (QoS) mechanisms enable the network to give voice flowwhich is sensitive to delay, jitter and packet losspriority over the data traffic, to guarantee that the communications will continue in case of congestion. 802.1X is the most recommended authentication method for access control on the network. It is recognized as a standard, and is implemented by most IP telephony constructors. Multiple 802.1X authentication enables authentication both of a phone plugged into a switch and of a user plugged into the dual port of the phone, while assigning them different profiles (VLAN, QoS, bandwidth).

2. Architecture

The platform contains: One or more servers with the following services: Active Directory, DHCP, DNS, Certificate Authority, IAS. Latest versions of ProCurve Manager Plus (PCM+) and Identity-Driven Manager (IDM). Siemens optiPoint 420 advance IP phone. Siemens Deployment Service (DLS) software from Siemens for certificate management. A ProVision Switch 3500yl or 2610-PWR with the latest firmware version. A similar configuration can also be used with a ProCurve 5400zl series switch or a 8212zl series switch. The configuration commands are identical for these products and the 3500yl. A client laptop that can be plugged into the phone dual port for multiple authentication tests or used as a network analyzer (e.g., Wireshark).
Figure 1. Setup for ProCurve-Siemens interoperability

3. Configuration

This section explains how to configure a Siemens phone and the ProCurve switch.
3.1 Log on to the Siemens phone
To log on and configure a Siemens optiPoint phone: 1. Go to the phones web interface, available at: https://<phone_ip_address>
2. To log on as administrator, use the password 123456. 3. To reset a phone to factory settings use the password 124816. 4. Then, to download 802.1X certificates to the phones, use the DLS (Deployment Service) software from Siemens. (See 5. Configuring 802.1X support later in this document.)
3.2 Check PoE compatibility on ProCurve Switch 3500yl
ProVision switches support standard PoE (802.3af), and so do Siemens optiPoint phones. When the phone is plugged into a port on the ProCurve Switch 3500yl, the phone boots up. To view the power consumption of the phone on , issue the following command on the switch:
show power-over-ethernet X
Where X is the port into which the phone is plugged.
3.3 Check PoE compatibility on ProCurve Switch 2610
On a 2610 switch, the command to view power consumption is:

show power-management X

For a Siemens optiPoint 420 IP phone, power consumption is around 2.7 watts:
ProCurve Switch 2610-24/12PWR(eth-9)# sh power-management 9 Status and Counters - Port Power Status for port 9 Power Enable Priority Detection : Yes Configured Type Power Class MPS Absent Cnt Short Cnt Current : : 2 : 0 : 0 : 57 mA
: Low Status : Delivering : 0 : 1 : 473 dV : 2690 mW
Over Current Cnt Power Denied Cnt Voltage Power
4. Configuring QoS support
This section explains how to configure Quality of Service parameters.
4.1 Configure QoS on the phone
QoS layer 2 or layer 3 settings can be configured from the phone web interface, from the Administrator menu:
You can set the 802.1p (Layer 2) and DSCP (Layer 3) values for Voice and Signaling. By default the values are: Priority 7 and DSCP EF for Voice Priority 3 and DSCP AF31 for Signaling

4.2 Configure QoS on the switches
The recommended method is to have a dedicated VLAN for voice and configure the QoS parameters for the VLAN. The L2 and DSCP policy advertised are based on the actual QoS configuration for the voice VLAN. By default these values are: L2 priority 6 DSCP 46, which corresponds to the Expedited Forwarding (EF) class
To modify the 802.1p or DSCP values:
Vlan <vid> qos priority <0-7> Sets the 802.1p priority for the VLAN Vlan <vid> qos dscp-map <codepoint> priority <0-7> No vlan <vid> qos Removes QoS for the VLAN
To view which DSCP and QoS values are configured:
Show qos vlan Show qos dscp-map Shows DSCP and QoS values
For more information on QoS settings on ProCurve switches, please refer to the following documents: For switch 3500yl: http://cdn.procurve.com/training/Manuals/3500-5400-6200-8200-ATG-Jan08-6-Qos.pdf For switch 2610-POE: http:/www.hp.com/rnd/support/manuals/2610.htm
5. Configuring 802.1X support
This section explains how to configure 802.1X support.
5.1 Configure 802.1X EAP-TLS on the phone
This procedure explains how to load certificates into a Siemens phone for 802.1X authentication. To import certificates into the phone: 1. Install the DLS software, that you can obtain from a Siemens reseller. For DLS installation and administration you can use the Administration manual that you can find at: http://wiki.siemens-enterprise.com/images/6/6e/Deployment-Service_V2_en.pdf 2. Launch the DLS software and log in as admin, with the password you have set during installation.
3. On your Certification Authority, generate three certificates: o o o rootCA.cer: The root authority certificate (.cer format) radius.cer: Certificate for the RADIUS server (.cer format) phone.pfx: Certificate for the phone, in.pfx format
4. Install the three certificates on the RADIUS server. 5. Then install the root CA and client certificates (radius.cer and phone.pfx) on the phone using the DLS software. To do so, connect the phone to an open port on the switch and note the IP address it obtains. 6. From the server desktop, open the Siemens Deployment Service (DLS), and go to the menu Workpoints | OptiPoint Configuration | IEEE 802.1X.

7. In the IP Address field, enter the IP address of your phone, and click Read to retrieve information from the phone.
5.1.1 Import the client certificate To import the client certificate: 1. From the Phone tab, click on Import, browse for the user.pfx certificate, and import it. 2. After importing the certificate, click Activate. This causes the phone to reboot (after a few seconds), import its certificate and activate it. 3. Once the phone has rebooted, click Read again. You should see the certificate appear in Active Certificate and in Imported Certificate, and the Status Active/Import should be set to equal.
5.1.2 Import the root CA certificate To import the root CA certificate: 1. From the Radius Server CA tab, click on Import and browse for the radiusCA.cer certificate. 2. Once imported, click Activate. This causes the phone to reboot (after a few seconds), import its certificate and activate it. 3. Once the phone has rebooted, click Read again. You should see the certificate appear in Active Certificate and in Imported Certificate, and the Status Active/Import should be set to equal. If the status is not equal, click Activate again. 4. Now plug the phone into a port-authenticator. You see its authentication in the RADIUS log (here IAS).
5.2 Configure 802.1 X on the switch
To configure 802.1X on the switch: 1. Enable 802.1X on the phone ports:
# aaa port-access authenticator B12 # aaa port-access authenticator active # aaa authentication port-access eap-radius Selects port B12 to act as an authenticator Activates the previous command Selects the authentication protocol (eap-radius or chap-radius)
2. Enter the RADIUS information in the switch configuration:
# radius-server host 10.50.10.170 key procurve Gives the switch the address and key of the RADIUS server
5.3 Configure multiple 802.1X sessions
To configure multiple 802.1X sessions: 1. Modify the switch configuration for the port connected to the phone. Configure it so the voice VLAN is tagged and the data VLAN is untagged. 2. Set the client-limit parameter on the switch to 3 to enable both the PC and the phone to authenticate. For example:
(config-vlan-1)# untagged 7 (config-vlan-12)# tagged 7 (config)# aaa port-access authenticator 7 client-limit 3
The data VLAN can also be dynamically assigned using Identity Driven Manager:

6. Firmware versions

To get the same results as in this application note, ensure you have at least the following firmware versions.
6.1 Switch firmware versions
Switch firmware versions used for this application note are as follows: K.13.09 for ProVision switches (5406zl, 3500yl, 8212zl) R.11.07 for 2610-PWR
6.2 Phone firmware version
Firmware version for the Siemens optiPoint 420 advance IP phone used for this application note is as follows: v6.0.54
6.3 Upgrade the phone firmware
The firmware is only provided by Siemens technicians or by official Siemens Partners. Customers with self-care contracts will have access to software within the SEBA Web portal (login required). The firmware of the optiPoint SIP phones comprises two software components: NetBoot Software: This component provides low level features (such as boot process, LAN connectivity) and is not changed once a phone has left the factory or is in operation. However, new features may be provided during the ongoing development and factory production process. Application Software: This component contains all features for Call Handling, Call Signaling , Audio Control, User Interface, Language Support.

This concludes the procedure for interoperating Siemens IP phones and ProCurve switches.

7. Reference documents

For further information about how to configure ProCurve switches to support convergence, please refer to the following links: For PCM+ and IDM manuals: http://www.hp.com/rnd/support/manuals/ProCurve-Manager.htm http://www.hp.com/rnd/support/manuals/IDM.htm For user manuals for ProCurve 3500yl-5400zl-8212zl switches: http://www.hp.com/rnd/support/manuals/3500-6200-5400-ChapterFiles.htm For ProCurve Switch 2610 series manuals: http://www.hp.com/rnd/support/manuals/2610.htm For information on Siemens phones, please refer to the following site: http://www.enterprisecommunications.siemens.com/global/Products/Phones%20Clients/Desktop%20Phones/optiPoint%20410420%20SIP%20Families.aspx For information about 802.1X, look at the following file: http://wiki.siemens-enterprise.com/images/2/23/IEEE_802.1X_Configuration_Management.pdf
For further information, please visit www.procurve.eu
2008 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.

4AA2-1396EEE, July 2008