ShoreTel 230 Manual: A Comprehensive Guide
This manual provides detailed instructions for setting up, using, and troubleshooting the ShoreTel 230 IP phone. It covers everything from initial connection to advanced features, ensuring optimal performance and user experience.
The ShoreTel 230 is a powerful and user-friendly IP phone designed for modern business communications. Manufactured by ShoreTel, Inc., located in Sunnyvale, California, it delivers reliable voice quality and a rich feature set. This phone integrates seamlessly with ShoreTel’s unified communications platform, offering enhanced productivity and collaboration. It supports standard Ethernet and Power over Ethernet (PoE) connectivity, simplifying deployment.
Users can access comprehensive support resources through ShoreTel’s website (www.shoretel.com) or by contacting their support team at 1.408.331.3300. This guide will walk you through every aspect of the ShoreTel 230.
Unboxing and Initial Setup
Upon receiving your ShoreTel 230, carefully unpack the box and verify all components are present. These typically include the IP phone itself, a handset, a stand, an Ethernet cable, and this user manual. Before proceeding, inspect the phone for any physical damage.
Place the phone on a stable surface and attach the stand. Connect one end of the provided Ethernet cable to the Ethernet port on the back of the ShoreTel 230. Ensure the cable is securely fastened for a reliable connection.
Connecting the ShoreTel 230
Establishing a connection is crucial for the ShoreTel 230’s functionality. Connect the provided Ethernet cable to the phone’s Ethernet port and a network wall port. For Power over Ethernet (PoE) functionality, ensure the wall port supports PoE. This eliminates the need for a separate power adapter.
If PoE isn’t available, use the included power adapter, connecting it to the phone and a suitable power outlet. After connection, the phone initiates system tests, indicated by on-screen messages.
Powering On and System Tests
Upon connection via Ethernet or power adapter, the ShoreTel 230 automatically powers on. The phone then executes a series of internal system tests to verify proper functionality. These tests check the network connection, display, and audio components.
During these tests, messages will appear on the display screen, indicating the progress. Allow the tests to complete fully before attempting to make or receive calls. Successful completion ensures optimal performance and reliable communication.
Network Connectivity (Ethernet & PoE)
The ShoreTel 230 connects to your network using a standard Ethernet cable. For simplified deployment, Power over Ethernet (PoE) is supported, eliminating the need for a separate power adapter if your network switch provides PoE.
Connect one end of the Ethernet cable to the network port on the back of the phone. Connect the other end to a network wall port supporting PoE. The phone will automatically detect and utilize PoE if available, streamlining installation and reducing cable clutter.
Understanding the Phone Interface
The ShoreTel 230 features an intuitive interface designed for ease of use. The phone’s layout includes a clear display screen providing call status, extension information, and menu options. Below the screen is a standard keypad for dialing numbers and navigating menus. Dedicated buttons offer quick access to frequently used features like hold, transfer, and voicemail.
Familiarizing yourself with these components will enable efficient call management and customization of your phone settings.
Keypad and Navigation Buttons
The ShoreTel 230 keypad facilitates number entry and menu navigation. Standard digits (0-9) are used for dialing. The ‘*’ and ‘#’ keys often access special functions or menu options. Four navigation buttons – Up, Down, Left, and Right – allow movement within the phone’s interface.
A central ‘Select’ button confirms selections, while a ‘Back’ or ‘Cancel’ button returns to the previous screen. These buttons are crucial for accessing and modifying phone settings and features efficiently.
Display Screen Information
The ShoreTel 230’s display screen provides vital call and phone status information. It typically shows the current time, date, and network connectivity status. During a call, the screen displays the caller ID, call duration, and active call features like hold or mute.
Menu options and settings are also presented on the screen, guided by the navigation buttons. Softkeys, dynamically changing buttons at the screen’s bottom, offer context-sensitive actions for the current view.
Making and Receiving Calls
The ShoreTel 230 simplifies both initiating and answering calls. To dial, simply use the keypad to enter the desired phone number and press the send button. The phone supports speed dialing and recent calls access for quick connections.
Incoming calls are indicated by a visual alert and ringtone. Answer by pressing the answer key or the speakerphone button for hands-free communication. Call controls appear on-screen during active calls, allowing easy management of volume and features.
Initiating a Call
To place a call with your ShoreTel 230, utilize the numeric keypad. Enter the full phone number, including any necessary area codes. Alternatively, access frequently dialed numbers via the speed dial feature, streamlining the process. Recent calls are also readily available for quick redials.
Press the green “Send” or “Call” button to connect. The display will show the call status, indicating dialing, connecting, or in progress. Ensure a clear line and proper headset connection for optimal audio quality during your call.
Answering an Incoming Call
When receiving a call on your ShoreTel 230, the phone will ring and the display screen will illuminate, showing caller ID information if available. To answer the call, simply press the large green “Answer” or “Talk” button located on the phone’s base. This immediately connects you with the caller.
Ensure your headset is properly connected or the speakerphone is activated for clear audio. If you wish to ignore the call, press the red “Reject” or “End Call” button.
Call Features
The ShoreTel 230 offers a robust suite of call features designed to enhance communication efficiency. These include the ability to place calls on Hold and Retrieve them easily, allowing you to manage multiple conversations. Transferring Calls is streamlined with options for warm or blind transfers to colleagues.
Conference Calling enables you to connect with multiple parties simultaneously, fostering collaboration. Explore these features to optimize your call handling experience and productivity.
Hold and Retrieve
Placing a call on hold with the ShoreTel 230 is straightforward. During an active call, simply press the ‘Hold’ button to temporarily suspend the connection. The other party will hear hold music. To Retrieve the call, press the ‘Hold’ button again.
You can also retrieve a held call using the flashing ‘Hold’ key on the phone’s display. This feature allows seamless management of calls, enabling you to handle multiple interactions efficiently without disconnecting.
Transferring Calls
Transferring calls on the ShoreTel 230 is a vital function for efficient communication. To initiate a transfer, place the current call on hold by pressing the ‘Hold’ button. Then, dial the extension number or search for the contact you wish to transfer the call to.
Once connected to the intended recipient, press the ‘Transfer’ button to complete the transfer. Ensure the recipient is available before finalizing the transfer for a smooth handover.
Conference Calling
The ShoreTel 230 facilitates seamless conference calls, enabling multi-party conversations. Begin by placing a call to the first participant. Once connected, press the ‘Conf’ (Conference) button. Then, dial the extension or number of the next participant you wish to add to the call.
Repeat this process for additional participants. Manage the conference by muting individual lines or ending the conference for all parties using the phone’s interface.
Voicemail Access
Accessing your voicemail on the ShoreTel 230 is straightforward. Press the dedicated ‘Voicemail’ button on your phone. You may be prompted to enter your voicemail PIN for security. Follow the voice prompts to listen to new messages, check message count, or manage your voicemail settings.
The system allows you to save, delete, or forward messages as needed. Ensure your PIN is secure and remember it for future access to your voicemail box.
Accessing Voicemail Messages
To retrieve voicemail, press the ‘Voicemail’ key on your ShoreTel 230. The system will ask for your PIN; enter it carefully. Once authenticated, you’ll hear the number of new messages. Press ‘1’ to listen to new messages, ‘2’ for saved messages, or ‘3’ for other options.
Use the navigation keys to fast-forward or rewind within a message. Pressing ‘5’ during playback repeats the message. Remember to safeguard your voicemail PIN to prevent unauthorized access.
Voicemail Settings and Management
Access voicemail settings through the ShoreTel system administrator or via a web interface. Here, you can modify your PIN, greeting, and notification preferences. Customize your greeting to professionally welcome callers. Adjust notification settings to control how you’re alerted to new messages – options include visual alerts on the phone or email notifications.
Manage saved messages by deleting old voicemails to free up storage space. Regularly review and update your settings to ensure optimal voicemail functionality and security.
Headset Compatibility and Connection
The ShoreTel 230 IP phone supports a wide range of headsets with a standard RJ-9 connector. Ensure your headset is compatible for optimal audio quality. Connect the headset cable directly into the dedicated headset port on the phone’s side or bottom.
For enhanced functionality, consider using headsets certified for ShoreTel systems. Adjust the volume levels on both the phone and headset for clear communication. Test the microphone and audio to confirm proper operation after connection.
Advanced Settings and Customization
The ShoreTel 230 allows for personalized settings to enhance your calling experience. Access the settings menu through the phone’s interface to adjust volume levels for the handset, headset, and ringer. Customize ring tones to differentiate incoming calls.
Explore options for call forwarding, do not disturb, and other advanced features. These settings can be tailored to individual preferences and work requirements, optimizing phone usability and productivity.
Volume Control
Adjusting the volume on your ShoreTel 230 is straightforward. Use the volume up and down navigation buttons on the keypad to control the handset, headset, and ringer volumes independently. The display screen visually indicates the current volume level for each setting.
Ensure optimal audio clarity by balancing these levels to your preference and environment. Muting the handset is also possible via a dedicated button for privacy during calls.
Ring Tone Selection
Personalize your ShoreTel 230 with a variety of ring tone options. Access the settings menu through the phone’s interface to browse and select a preferred ring tone. Different tones can be assigned for internal and external calls, allowing for easy call identification.
Experiment with the available options to find a tone that is both audible and distinguishable, ensuring you never miss an important communication. Adjust the ring volume alongside tone selection.
Troubleshooting Common Issues
Encountering problems with your ShoreTel 230? This section addresses frequent issues. A “No Dial Tone” often indicates a connection problem – verify cabling and power. Poor “Call Quality” can stem from network congestion or headset issues; test with a different headset and check network speed.
If the phone freezes, try a soft reset. For persistent problems, consult the advanced troubleshooting guide or contact ShoreTel support for assistance.
No Dial Tone
Experiencing a “No Dial Tone” on your ShoreTel 230? First, ensure the handset is properly seated. Verify the Ethernet cable is securely connected to both the phone and the network wall port, especially if using Power over Ethernet (PoE). Confirm the power adapter is firmly plugged into a working outlet.
Check if other phones on the network have dial tone, indicating a broader system issue. A reboot of the phone may resolve temporary glitches.
Call Quality Problems
Poor call quality on your ShoreTel 230 can stem from several factors. First, check your Ethernet cable connection – a faulty cable can cause packet loss. Ensure sufficient bandwidth is available on your network, especially during peak usage. Interference from other devices can also impact audio quality; move the phone away from potential sources.
Test with a different headset to rule out headset issues. A reboot of both the phone and your network equipment might resolve temporary network congestion.
Factory Resetting the ShoreTel 230
Performing a factory reset restores the ShoreTel 230 to its original default settings. This is useful for troubleshooting persistent issues or preparing the phone for a new user. Caution: This will erase all personalized settings, including saved contacts and call history.
To initiate a reset, access the phone’s settings menu (consult the interface section for navigation). Select the “Factory Reset” option and confirm your choice. The phone will reboot, returning to its initial configuration.
ShoreTel 230 Firmware Updates
Regular firmware updates are crucial for maintaining optimal performance, security, and compatibility of your ShoreTel 230. These updates often include bug fixes, new features, and enhanced security protocols. Updates are typically delivered through the ShoreTel system administrator.
The phone will usually prompt you when an update is available. Do not interrupt the update process, as this could damage the phone’s software. Follow the on-screen instructions carefully to complete the update successfully.
Resources and Support
For additional assistance and troubleshooting beyond this manual, ShoreTel offers a variety of support resources. Visit the official ShoreTel website at www.shoretel.com for frequently asked questions, knowledge base articles, and downloadable documentation.
You can also contact ShoreTel support directly via phone at 1.408.331.3300 or 1.800.425.9385. Your system administrator is also a valuable resource for specific configuration and support related to your ShoreTel system.
