Corporate Telephony Toolbar User Guide
Contents
1. 1115551212 Cel Configure Figure 65 The Toolbar Anywhere Locations CORPORATE TELEPHONY TOOLBAR USER GUIDE 24 3 OPTIONS DIALOG The Options dialog allows you to configure the connection and account settings that Toolbar uses to communicate with the VoiceEdge platform The left hand side of the dialog contains a tree view listing the configuration pages you can access The configuration pages you select in the tree view are displayed on the right 1 Click OK to save all changes and close the dialog 2 Click Apply to save all changes without closing the dialog Cancel closes the dialog without saving your changes 3 1 GENERAL PAGE The General page allows you to configure the automatic login behavior of Toolbar Langusge Language English US Sproles language wath serer profile Figure 67 Options Dialog General Page e Auto login when connected to network automatically logs in to VoiceEdge when it detects an active network connecting on your computer e Hide Call Notification disables the call notification window When this box is checked the call notification does not appear when Toolbar detects an incoming or outgoing call The Language options are as follows e The Language drop down default is English U S CORPORATE TELEPHONY TOOLBAR USER GUIDE 25 3 2 ACCOUNT PAGE The Account page allows you to specify your VoiceEdge user name and password Figure 68 Options Dialog Ac2. Figure 70 Options Dialog Connections Page Contact VoiceEdge Customer Care if you do not know the appropriate settings Once you successfully log in the controls on this page become inactive e Host Address specifies the URL or IP address which Toolbar attempts to connect to when logging in e Host Port is the port number used by the VoiceEdge server on the host specified above CORPORATE TELEPHONY TOOLBAR USER GUIDE 27 3 4 DIALING RULES PAGE The Dialing Rules page allows you to configure special dialing rules for Toolbar Figure 71 Options Dialog Dialing Rules Page To access an outside line for calls dial specifies a prefix number that Toolbar includes automatically when dialing external numbers If entered this number is pre pended only to dialed numbers that contain more than six digits Up to five digits may be entered in this field Valid characters are the numbers 0 to 9 and the symbol If you include the character it must be the first character in the field CORPORATE TELEPHONY TOOLBAR USER GUIDE 28 3 4 1 Outlook Integration Page The Outlook Integration page enables and disables the use of The Toolbar with Microsoft Outlook As of Outlook 2007 you are unable to dial a contact in your in box using the right click to dial function Figure 72 Options Dialog Outlook Integration Page The Enable Outlook Integration check box when checked makes sure that the Outlook integration f
3. Statue Bar Google Snagit Teiephomy Toomer Call Control Telephony Toolbar Services Figure 105 Internet Explorer Toolbar Options If your problem is still not solved contact VoiceEdge Customer Care 6 KNOWN ISSUES This section specifies the known issues of The Toolbar 6 1 OUTLOOK 2007 LIMITATION When the user performs a search or opens a directory Such as the group directory using the Toolbar in Outlook 2007 Outlook 2007 creates multiple Telephony Toolbar listings under My Contacts Only one of the entries is correct Clicking on a duplicate entry displays an error message that says The Operation Failed and Outlook 2007 removes the entry This is a side effect of Outlook 2007 shortcut folders and the error message can be ignored CORPORATE TELEPHONY TOOLBAR USER GUIDE 48 INDEX About 32 About this guide 6 Anonymous Call Rejection 33 Answer button 14 Answering calls 19 Anywhere button 11 Anywhere Locations enabling and disabling 24 Assistant Buttons 11 Using 11 Assistant Enterprise drop down list 12 Blind Transfer 20 Button 14 BroadWorks Anywhere 41 Buttons Assistant 11 Call Control 40 BroadWorks Anywhere 41 Remote Office 43 Call Forwarding Always 34 Call Forwarding Always button 12 Call Forwarding Busy 36 Call Forwarding Busy Service button 12 Call Forwarding No Answer 35 Call Forwarding No Answer Service button 12 Call History 22 Button 13 Deleting call log
4. e Type specifies the connection protocol used by the proxy server The valid option is HTTP e Server specifies the URL of the proxy server e Port specifies the port number used by the proxy server The default port of the HTTP protocol is 80 e User ID specifies a user ID authorized to use the proxy e Password corresponds with the user ID mentioned above CORPORATE TELEPHONY TOOLBAR USER GUIDE 30 3 5 WEB SCREEN POP PAGE The Web Screen Pop page allows you to configure a web page that you can open from the call notification window Deeg Ch Account deeg KA Daeafude hik Irieg aen Contas ER Updates SE Figure 77 Options Dialog Web Screen Pop Page The Web Screen Pop URL determines the URL that Toolbar opens using the default browser when you click Web Screen Pop in the Call Notification pop up window In addition to the URL there are a number of optional parameters that the client can pass to the browser The following list summarizes these parameters e USER The user s VoiceEdge ID Note that in this case the user is the VoiceEdge subscriber e FIRST The first name of the user e LAST The last name of the user e EMAIL The e mail address of the user e GROUP The name of the VoiceEdge group the user belongs to e SERVICE PROVIDER Comcast e PHONE The phone number of the user e REMOTE PHONE The phone number of the remote party e REMOTE NAME The name of the remote party when
5. 6 Opening URL 21 Options About 32 Account page 26 Button 11 Call Control 40 Connection page 27 Dialing Rules 28 49 INDEX Dialog 25 General page 25 Messaging 44 Outlook Integration 29 Updates page 33 Web Screen Pop page 31 Outgoing calls Calling Line ID Delivery Blocking 40 Outlook Integration 29 Contacts 29 Password change 26 Personal Directory Button 13 Dialing from 17 Portal Auto Login button 11 Previously dialed number dialing 15 Receiving calls 19 Remote Office 43 Button 12 Retrieving Voice Mail 22 Saving vCard 21 Search Button 13 Dialing from 19 Services Anonymous Call Rejection 33 BroadWorks Anywhere 41 Call Forwarding Always 34 Call Forwarding Busy 36 Call Forwarding No Answer 35 Calling Line ID Delivery Blocking 40 Do Not Disturb 37 External Calling Line ID Delivery 38 Incoming Calls 33 Internal Calling Line ID Delivery 39 Remote Office 43 CORPORATE TELEPHONY TOOLBAR USER GUIDE Services button 11 Speed Dial Directory Button 13 Dialing from 18 Subsequent login 10 Supervised transfer 20 Three Way conference initiating 22 Transfer Blind 20 Supervised 20 To Voice Mail 22 Transfer to Voice Mail button 14 Troubleshooting 45 Assistant not visible in Internet Explorer 48 Assistant not visible in Outlook 46 Assistant with Windows Service Pack 2 48 Not licensed to use Assistant 47 Registering Assistant within Outlook 46 Updates page 30 URL op
6. Eurip Zut aiy hran paa ak Vi Sioen piara Figure 82 Services Dialog Call Forwarding Busy Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 36 4 1 5 Do Not Disturb The Do Not Disturb service forwards all incoming calls to your Voice Messaging service If you do not have a Voice Messaging service configured callers hear a busy tone GA Caers Callies Lares E ery G riara Calley Lire ID rele Ms Ee Citing Line ID Deap Eevi ao Fag Hing Herre sde cs m kr sjer ig Be rsakene TI Ce ware E Meccan ba Ver Macey De Me Detzb Andorras ab lee gd ag salt DO mn vin rei reet ee reine teemas Bus salet h r Abu bare Figure 83 Services Dialog Do Not Disturb Page To activate this service click Do Not Disturb on the toolbar This is highlighted when in service Play Ring Reminder when a call is forwarded determines whether Toolbar notifies you each time the Do Not Disturb service forwards a call to your Voice Messaging service CORPORATE TELEPHONY TOOLBAR USER GUIDE 37 4 1 6 External Calling Line ID Delivery The External Calling Line ID Delivery service allows you to view the calling line information for incoming calls from external phone numbers E tomai adr Lina E Derre Leger C lag Lar E Deko Evora aig Lee Diese G Dn Ew i Lakra Lee Hr Dohe Prose Calg Lee HI green gd ge var Ma Fig
7. Figure 10 Login Change Expired Password If your password has not expired yet but will expire soon the following dialog box appears Tou password gpass ind days Do pou want bo change pour passed Old Parrog Hew Passord Corfum Mew Password RSR Figure 11 Login Your Password Will Expire Soon Enter your old password Enter your new password twice to confirm it Click OK Or if your password has not expired yet click Cancel to cancel password change In both cases you are logged into Toolbar If you have not changed your password you are prompted to do so when you log in again LA KAN NOTE 1 If your password has expired the Cancel button is disabled forcing you to change your password before you are logged in to Toolbar NOTE 2 All fields in the Password Change dialog box are mandatory CORPORATE TELEPHONY TOOLBAR USER GUIDE 10 2 USING TOOLBAR When you have successfully logged in to Toolbar most of the buttons on your toolbar are enabled 2 1 THE TOOLBAR D a ss Services Be nyahene CS H AE lt G A Seach T Voldel ge Services Dial Mumber DU ed wee Figure 12 The Toolbar Outlook Detailed Description of Buttons Login Logs in and out of Toolbar The color of this icon indicates your login status A grey icon indicates that you are not logged in A green icon shows that you are currently logged in A disabled button shows that Toolbar is attempting to log in A
8. Outlook Integration Hagen 29 Figure 73 Options Dialog Contacts Page arse cormavenendsactevuncitencovssnereanmttanenmiiandeassenccnuucesianuns m 29 Figure 74 Options Dialog Update age 30 Figure 77 Options Dialog Web Screen Pop Page E 31 Figure 78 Options Dialog About Page EE 32 Figure 79 Services Dialog Anonymous Call Rejection Page 33 Figure 80 Services Dialog Call Forwarding Always Page 34 Figure 81 Services Dialog Call Forwarding No Answer Page ernnvnnnnnnennnnnnnnnn enam nnnnnanenannnnnnen annan 35 Figure 82 Services Dialog Call Forwarding Busy Hagen 36 Figure 83 Services Dialog Do Not Disturb Page ENEE 37 Figure 84 Services Dialog External Calling Line ID Delivery Page annan 38 Figure 85 Services Dialog Internal Calling Line ID Delivery Hagen 39 Figure 92 Services Dialog Outgoing Calls Calling Line ID Delivery Blocking annan 40 Figure 93 Services Dialog Call Control VoiceEdge Amvwbere enn nnnnnannnnnnnnnnnn annan 41 Figure 94 VoiceEdge Anywhere Available Portals ist 42 Figure 95 Services Dialog Call Control Call VWatmg ue 43 Figure 95 Services Dialog Call Control Remote Ciffce ENEE 43 Figure 97 Services Dialog Messaging Voice Meesagmg EE 44 Figure 98 Internet Explorer Warmmg uk 45 me NE AN 45 Figure 100 Internet Explorer Security EE ee 45 Figure 101 Outlook Toolbar Options EEN 46 Figure 102 Help Dialog Disabled Remis EE 46 Figure T
9. Tiare cen TT ts Fore raami More Harha Aken war ba ipai hov to kande pour seg are PRISET Hei Figure 97 Services Dialog Messaging Voice Messaging You can select how you want the calls to be treated by selecting from the following Send All Calls to Voice Mail Send Busy Calls to Voice Mail and Send Unanswered Calls to Voice Mail Changes made via the web portal are not reflected in real time for The Toolbar You must log in again to see the new values When the Use unified messaging option is selected you can access your voice messages via e mail and phone Messages are sent as mail attachments to the e mail address configured for your account Use Phone Message Waiting Indicator determines whether your phone provides an alternate dial tone and a visual indicator on some phone models to indicate that you have a message waiting If the Forward it to this e mail address option is selected you will be able to access your voice messages only by e mail Messages are sent as mail attachments to the specified e mail address and are not available for retrieval by phone Notify me by e mail of the new voice message at this address determines whether the system sends a notification e mail to the specified address each time it records a voice mail This notification will contain the date and time the voice message was recorded but does not contain the content of the voice message itself as an attachment CORPORATE TE
10. 12 Speed Dial Directory allows you to dial phone numbers saved in your speed dial list by clicking them with your mouse Figure 26 Speed Dial Directory Button Call History lists your most recent received missed and dialed calls Figure 27 Call History Button Personal Directory allows you to dial phone numbers saved in your personal directory by clicking them Figure 28 Personal Directory Button Group Directory permits you to dial phone numbers in your group directory by clicking them Figure 29 Group Directory Button Search hunts in the group personal Outlook Express directories for the text you enter Search v Figure 30 Search Button The VoiceEdge drop down list contains URLs preconfigured to guickly link to additional training and support information Select an item from the list to navigate to that page in your web browser Voilce dge Services Figure 31 The Toolbar Drop down List Dial Contact dials the business home or mobile number of a selected contact within Microsoft Outlook Figure 32 Dial Contact Drop down List Dial Number dials a specified number Dial Humber g Figure 33 Dial Number Combo Box CORPORATE TELEPHONY TOOLBAR USER GUIDE 13 Answer answers an incoming call Figure 34 Answer Button Hold puts the current call on hold Figure 35 Hold Button Transfer to Voice Mail transfers the current call to your Voice Messaging service If the color of the envelope icon on the Tra
11. Directory You can directly dial any number stored in your group directory that integrates the group contacts provided by the VoiceEdge platform with Toolbar 1 Click Group Directory on the Toolbar This list can be printed using the host application Users with Microsoft Windows XP Service Pack 2 installed may encounter a warning when opening the Group Directory For more information see section 6 Troubleshooting 2 Tosort the group directory click on a column header The table is sorted in descending order according to the information in the column you selected 3 To change the sort order between descending and ascending click on the same column header again 4 To dial a number from the group directory click on the desired phone number Toolbar places the call CORPORATE TELEPHONY TOOLBAR USER GUIDE 17 Group Directory Figure 50 Group Directory 2 2 7 Dial from Call History Call History allows users to view their missed calls received calls and dialed calls These are listed in reverse chronological order 1 To open the Call History click Gall History on the toolbar 2 To dial from the call history click on the desired phone number Toolbar automatically places the call M Call History pE OO a 1 TI O O e gt u nn TR el Le ME nd RT td 1945 m Hipi p ECH 1348 2 MH El dig 1809 im ama ama add ea JET a JA ama pen vg Tipi bhp o 29120804 DE Leen U EEN EH AUER TIDE W
12. Personal Directory dree rer ried sah sep gel da ser on ane b petma pote eefi pen hare var coger Figure 100 Internet Explorer Security Warning CORPORATE TELEPHONY TOOLBAR USER GUIDE 45 5 2 TOOLBAR NOT VISIBLE IN OUTLOOK If the Toolbar is not visible in Outlook follow these steps If the problem is not solved contact VoiceEdge Customer Care To confirm that The Toolbar is installed 1 Open Internet Explorer Click the Options icon in the Toolbar Click General in the tree view on the left of the Options dialog Verify that the version area of the page lists Corporate Telephony Toolbar If it lists only The Toolbar contact VoiceEdge Customer Care to upgrade to The Toolbar If it lists Corporate Telephony Toolbar follow the next step SLL Make the Toolbar visible 1 Right click an empty area of the toolbar region in Outlook A menu appears listing all the toolbars Currently registered 2 Make sure that the Toolbar entries Telephony Toolbar Call Control and Telephony Toolbar Services are checked as shown in Figure 101 Outlook Toolbar Options Figure 101 Outlook Toolbar Options If the Toolbar entries are not listed continue with the next step 5 3 REGISTER TOOLBAR WITHIN OUTLOOK 1 Click on Help or About Microsoft Office Outlook gas er d mi De f EG Wo p zech sc EI Microsoft Office Outlook Heip FI g Cornii ara Microsoft Office Online F
13. available e CALL TYPE Incoming or Outgoing CORPORATE TELEPHONY TOOLBAR USER GUIDE 31 3 6 ABOUT PAGE The About page displays the version copyright notices and product disclaimers associated with Toolbar It can be useful when providing information to support representatives for VoiceEdge Bassa okt Azote Er eretzeld 554 HAT Eid En Beamer 2 GE Web Somen Pop LES ON update el Weg Thr Copubed ee am e protected be cop Lew Sei Tei mamon Ire Leraar m sdtader er tain 2 tr into raada pega he EE Geen et be propsculed In the mt E dert pep pble Gert Dale mete e Al Aight Preserve Popatik rt gd Baosbsdcorkr maT H se jinta Binet Figure 78 Options Dialog About Page The information displayed is as follows e The Toolbar Version e The Toolbar Disclaimer The About information is important in providing information for the purpose of technical support CORPORATE TELEPHONY TOOLBAR USER GUIDE 32 4 SERVICES DIALOG The Services dialog allows you to configure the calling features provided by Toolbar such as Voice Messaging Call Forwarding and Call Waiting The left hand side of the dialog contains a tree view listing the configuration pages you can access The configuration pages you select in the tree view are displayed on the right e Click OK to save all changes and close the dialog e Click Apply to save all changes without closing the dialog e Click Cancel to close the dialog without saving your ch
14. not already on the line dial a number on your phone or select a number using any of the methods described in section 3 2 Make a Call 2 Call the second number This automatically puts the first party on hold 3 Wait until the called party accepts your call and then click Transfer to connect the parties CORPORATE TELEPHONY TOOLBAR USER GUIDE 20 2 3 4 Open URL When you receive a call Toolbar displays a call notification window on top of the system tray To open a URL in your browser click Web Pop URL in the call notification This opens a page in your browser window that contains information about the calling party encoded in its URL Figure 57 Opening URL through Call Notification You can also transfer the caller to your Voice Mail save a vCard for the caller open a URL populated with the caller s number or end the call directly from the call notification 2 3 5 Save vCard When you receive a call Toolbar displays a call notification window on top of the system tray You can click a button in this notification to save the caller s phone number and personal information as a vCard in Outlook To do this click Add vCard in the call notification Figure 58 Saving vCard through Call Notification You can also transfer the caller to your Voice Mail save a vCard for the caller open a URL populated with the caller s num ber or end the call directly from the call notification 2 4 DURING A CALL 2 4 1 Hold Call 1 To
15. red login icon indicates that your last login attempt failed or you are logged out Figure 13 Login Button Options You can configure your VoiceEdge account connection settings and dialing rules through this dialog This icon is highlighted when open Gi Figure 14 Options Button Services You can configure the Call Management services provided by Toolbar This icon is highlighted when in use id Services Figure 15 Services Button Portal Auto Login Logs you in to your web portal from Microsoft Internet Explorer or Mozilla Firefox Figure 16 Portal Auto Login Button Be Anywhere Displays the list of all available VoiceEdge Anywhere locations configured in the system and allows you to enable or disable VoiceEdge Anywhere locations by clicking to the left of the location entries An enabled location has a check mark beside it Be Anywhere Figure 17 Anywhere Drop down List CORPORATE TELEPHONY TOOLBAR USER GUIDE 11 Frae AA 4 1111111111 Malibu Office di 1115551212 Cel Configure Figure 18 Anywhere Drop down List Expanded Listing Available Locations Remote Office When activated this service allows you to use an alternate phone such as a mobile home or hotel phone as your main business phone When this service is enabled the icon is highlighted lf Remote Office is not yet configured when you use this icon Toolbar opens the Services dialog to the Remote Office page so you can configure the service Fi
16. want to call Outlook opens the contact s vCard 3 Click the Telephony Toolbar tab 4 Select the type of number to call a Di bd oC ag 8 Coma Cora e TV e 3 Cortar knert Format Ted Deepa Telephony Tankar KL pt gan Sat H rt Bidii M bee ai Figure 48 Dialing from Outlook 2007 2010 vCard NOTE If there is no number specified for a contact but you click on the Home Business or Mobile buttons in your vCard ribbon a message appears stating No number is specified for this contact This is by design a limitation of Microsoft Outlook 2 2 5 Dial from Personal Directory You can directly dial any number stored in your personal directory as it is integrated with the contacts in Toolbar 1 To open the personal directory click Personal Directory on the Toolbar This page can be printed using the host application Users with Microsoft Windows XP Service Pack 2 installed may encounter a warning when opening the Personal Directory For more information see section 6 Troubleshooting 2 To sort the personal directory click on a column header The table is sorted in descending order according to the information in the column you selected 3 To change the sort order between descending and ascending click on the same column header again 4 To dial a number from the personal directory click on the desired phone number Toolbar places the call Figure 49 Personal Directory 2 2 6 Dial from Group
17. 09 Disabled CR ee RER EEE RE 47 Figure 104 License een 47 Figure 105 Internet Explorer Toolbar Options Je 48 CORPORATE TELEPHONY TOOLBAR USER GUIDE 5 L INTRODUCTION 1 1 ABOUT CORPORATE TELEPHONY TOOLBAR The Corporate Telephony Toolbar is a carrier class lightweight desktop communications management product for everyday users of Microsoft Outlook Microsoft Internet Explorer or Mozilla Firefox with the VoiceEdge platform With this product you can manage your incoming and outgoing messages maintain up to date connection information and configure controls on your calls and voice mail 1 2 ABOUT THIS GUIDE This guide provides step by step procedures and reference information for Corporate Telephony Toolbar Release 17 0sp4 MB1 In this document Corporate Telephony Toolbar is interchangeably referred to as the Toolbar 1 3 ACCESSING THE TOOLBAR The Toolbar is an add in to Microsoft Internet Explorer Outlook and Mozilla Firefox and provides a toolbar to access VoiceEdge Service and Call Management features within your web browser and mail client When you open Internet Explorer Outlook or Firefox you see the following toolbar Most buttons are disabled until you log in by clicking on the power button at the left end of the Toolbar x D Ere H teehee v G d See earch e va Veberi Serio X Di Kure e 4 Ol i H FE Figure 1 The Toolbar in Internet Explorer o ol semen ON seinem 4 A GE A AT ec A Dh
18. A cd bd J Contact Us to H ET Check for Updates mi H n Office Diagnostics Staate Product Prvacy Options About Microsoft Office Outlook Figure 102 Help Dialog Disabled Items CORPORATE TELEPHONY TOOLBAR USER GUIDE 46 2 Inthe dialog box select Disabled Items If the Telephony Toolbar is visible on the list click Enable and restart Outlook Outlook from Functioning correctly Please ne that you may have to restart Outlook for these changes to take place Select the ones vou wish bo re enable Rs Figure 103 Disabled Items Dialog 5 4 I HAVE NOT BEEN LICENSED TO USE TOOLBAR This error indicates that Comcast has not added the Toolbar Client License to your list of services Contact VoiceEdge Customer Care to activate Toolbar for your account Figure 104 License Notification Tou hve not been kepeed bo use BroadWiorks Assistant Enterprise CORPORATE TELEPHONY TOOLBAR USER GUIDE 47 5 5 TOOLBAR NOT VISIBLE IN INTERNET EXPLORER If the Toolbar is not visible in Microsoft Internet Explorer follow these steps 1 Right click an empty area of the toolbar region in Explorer A menu appears listing all the toolbars Currently registered 2 Make sure that the Toolbar entries Telephony Toolbar Call Control Telephony Toolbar Services for The Toolbar are checked shown in Figure 105 Internet Explorer Toolbar Options Ge p Gl http Awww google com at figrhl en Aa AL HHR iC
19. CORPORATE TELEPHONY TOOLBAR USER GUIDE COMCAST BUSINESS CORPORATE TELEPHONY TOOLBAR USER GUIDE TABLE OF CONTENTS LE irs o 1 eg EE EE EE NE NE ator 6 1 1 About Corporate Telephony Toolbar rrrnnnnnrvrnnnnnrrnnnnnnnvrnnnnnnnnnnnnnrvrnnnnnrennnnnennnnnnsrennnnnsennnnnsssennnnnsennnnnnsennnnnnsnennnnssesnnnn 6 ETEN 6 PP ee vie e Tee e TEE 6 1A First MENN 6 Lo MN PG 10 AEE TE 11 AG G a 210 e EEE EEE EE EEE EE css 11 MEN 15 PTE 15 BE eet E I e EE 15 SSA Be 1106 aa EEE ee eee eee 16 NNN 16 2 2 0 RTE rom ed SOM ell Ie CLON AMMU A TO a Ou 17 27 0 Dial TOM GT Wl 17 2 2 Dial from Call te e 18 2 2 8 Dial Tom Speed Dial Directory tege eege Ehe 18 DENN 19 eh 19 IT 19 PPT 20 NTN 20 TONE N 21 EG Re eo VO EEE m m a am A E 21 2A PUMI AW EEE Aa a eea taala aa ai al 21 24047 M a ele E Sc E 21 2 4 2 Initiate Three Way Conterence ENEE 22 NNN 22 STN 22 5 NTV NNN 22 PAN REEVE VOICE Mall EE EE NE ER ener eee ee 22 2424028 8 ge EEE EEE EEE NE AE 22 2421104 VCW CALLOS ea E E um A uu m tm 23 2 62 DAS e UE ee GE 23 2 7 Enable and Disable Be Anywhere Locations annnernnnnnnrnnnnnnnennnnnnnrnnnnnnrrnnnnnnrnnnnnnnrennnnnnrnnnnnnnennnnnnsennnnnnrnnnnnnnsennnnnnsen 24 FN 25 REECH PAE EE EEE EE EEE EE 25 ACCOUNT EE 26 32 1 Password Change Dialog E 26 ad Connection Page asss e e EE e EEE ra EE ENE EE EROE EE EEEE 27 JADA RUS Le E E a nteeanCmemenunienaonsien 28 34 1 Outlook Mtegration Page EEE eE aOR 29 CORPORATE TELEP
20. HONY TOOLBAR USER GUIDE 2 SUAE a E Ee A EE 29 3 43 Updates Le 30 3 0 Vep Screen POP e EE 31 FO e EE ER 4 Services Dialog ccccccccccssseccccsseeeccessenceeuseecesaseeeceauseeecaaseeeccasseeceeaseesecaseeeesaaseeesaasesecaaseeeesagseseseuseseeeaseneesagenes 33 1 MAG DAAM GE UE 33 Ble Anonymous Call REISS d EE 33 4 1 2 Call Forwarding Always ee EEN 34 113 all Forwarding SENERE EEE EN tai aai iaalla 35 4 1 4 Call Forwarding RT 36 48535 05 9 4B TU EE 37 4 1 6 External Calling Line ID RE 38 4 1 7 Internal Calling Line ID Deltvern NEEN 39 AA OU te 61 6 Ke UE 40 2 1 Calling Line ID Delivery Bk ea agenter 40 TEN 40 Ee EEE e EA EEEa E 41 Aae AE go E 43 Aoa eME OCE E 43 TANN 44 EG Ree e 9 0 EEE EE EEE EE EEE 44 ae Ve cain EE m m am mu Tuum tu a a m 45 5 1 Using Toolbar with Microsoft Windows Service Pack 2 Git 45 5 2 Toolbar Not El ENT EI tee e 46 53 Register Toolbar Flaa EE eet 46 5 4 Have Not Been Licensed to Use Toolbar EE elt mahutasid aasad min ile 46 5 5 Toolbar Not Visible in Internet Explorer 48 ORTONE SUS eege 48 ET FN 48 ae EEE NN KD SE NN ME 49 TABLE OF FIGURES Figure 1 The Toolbar in Internet Explorer uk 6 Foue 2 The Toolbar ni e eh Elte TERRE EEE Ea 6 Made 3 The TOn I QUO 00 1 ou E E 6 Figure 4 Options Dialog Accounts Page NEEN 7 Figure 5 Options Dialog Connection le 7 Figure 6 Options Dialog Update Pa E 8 Figure 7 Options Dialog General Page NEEN 9 Figure 8 Change
21. LEPHONY TOOLBAR USER GUIDE 44 9 TROUBLESHOOTING This section contains information that may aid those having difficulty using Toolbar If your problem is not listed in the index contact VoiceEdge Customer Care for assistance 5 1 USING TOOLBAR WITH MICROSOFT WINDOWS SERVICE PACK 2 SP2 When you open the Group Directory or Personal Directory from the toolbar Internet Explorer or Firefox may display the following warning message mie i E Szzstoatzbergerfrenn Perens Demeteri en bus garnet par menge eer Bore byg nikini Bi mkpag sna ox Jolla erch che ab TN PAR EE Cha eis eee Personal Directory Figure 98 Internet Explorer Warning This warning is triggered by the JavaScript used by Toolbar to sort directory listings The following instructions override the warning and open the directory 1 Click the message The notification turns blue and displays a pop up menu 2 Select Allow Blocked Content from the pop up menu Fog Fa ruan 2 M HE E hter Bit Dress ste Dette rt ka F lg frie ae lee pee gle Pirn re eed Tvi said eg pada ick eis kr Ap rak Dar m A0 ie pins i mp chat hen F r BESSER Faraonal Directory Figure 99 Internet Explorer Warning Another security warning appears 3 Click Yes TTT ET EES e patt Feste Token Penal entry mee ie mm EE ee zm EE E ER PT praise nr DE iarasi Engler bm rabini l t engen ti raring gtt ox Beien e eat Bd tin psi E Ji hera Var gd
22. ORATE TELEPHONY TOOLBAR USER GUIDE 9 If you use a proxy server to access the internet click Updates 10 Enter the proxy server information in the fields provided Consult your system administrator for the necessary values 11 Click Apply Eet Larver br pave AT ist bo chech bor updated HITI Figure 6 Options Dialog Update Page NOTE The proxy server is not used to connect to VoiceEdge for telephony services it is used only to silently check for available Toolbar upgrades 12 To configure your general settings click General 13 Check Auto login on start up to have Toolbar connect automatically to the VoiceEdge server when you start Internet Explorer Firefox or Outlook 14 Check the Auto login when connected to network to have Toolbar connect automatically to the VoiceEdge server when a network connection is available 15 The Language drop down offers English U S 16 Synchronize language with service profile when checked enables Toolbar to automatically match the application language to the language set within the VoiceEdge subscriber s profile after signing in NOTE If no profile match is found the language remains set to the current language 17 Click OK CORPORATE TELEPHONY TOOLBAR USER GUIDE Figure 7 Options Dialog General Page 18 Click Login again If Toolbar is configured with password expiry option you are p
23. Password on First Login Dialog BOX E 9 Figure 9 Enabled E Lee 9 Figure 10 Login Change Expired Password WEE 10 Figure 11 Login Your Password Will Expire Soon NEE 10 CORPORATE TELEPHONY TOOLBAR USER GUIDE 3 Figure 12 Figure 13 Figure 14 Figure 15 Figure 16 Figure 17 Figure 18 Figure 19 Figure 22 Figure 23 Figure 24 Figure 25 Figure 26 Figure 27 Figure 28 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 TET Te el EEN 11 Beete Eug ee 11 DPI 11 ME BNI 11 Portal Auto Login BUT ON EE 11 ANY Where Drop down A EI 11 Anywhere Drop down List Expanded Listing Available Locations ccccccsseeeeeeeseeeeeeeeseeeeeauseeeeseageeeesaaes 12 Remote Office UO EEE EE 12 Call Forwarding Always Service Button EE 12 Call Forwarding No Answer Service Button 12 Call Forwarding Busy Service Button EE 12 Do Not Disturb Service Button EE 12 Speed Dial Directory Button EE 13 eg Ed BUN O EE 13 Porsonal Directory BUOM tee ee 13 Group e ee tele 13 ETP en AM Mmmm mm m ca m maa um 922 see a ewoutunecclenepaqeaueaes 13 The Toolbar PNL 13 BE conac FO GIO BEE 13 DEN OB rad 13 ENE de 0116 EEE eters ua 14 leie Tel EEE Mmmm TTT mamm Tu E GT 14 T
24. al pt FELT E EE eg gl Figure 2 The Toolbar in Mozilla Firefox e ELTS Er Geeschter CH E Oc Ch K HI f s TT ida Voltage Senior Disi Number en S i A T Figure 3 The Toolbar in Outlook 1 4 FIRST TIME LOGIN Logging in to Toolbar identifies you to the servers that manage your phone services This is so you can receive initiate and control calls directly from your computer When you log in for the first time you need to configure your connection settings as described in the following steps Once these settings are configured you do not need to provide them again You can log in directly from the toolbar by clicking Login 1 Click Login on the toolbar Toolbar opens the Options dialog 2 Click Account 3 To configure your account settings enter in the provided fields the user name and password provided by your administrator for your Toolbar account CORPORATE TELEPHONY TOOLBAR USER GUIDE 6 4 Check the Save Username and Save Password options if you want to avoid being prompted for this information next time you log in Your password is encrypted for greater security 5 Click Apply reem Figure 4 Options Dialog Accounts Page 6 Configure your server connection by clicking Connection 7 The server URL and port number will be appropriately prepopulated Consult VoiceEdge Customer Care if values are not displayed 8 Click Apply Figure 5 Options Dialog Connection Page CORP
25. anges NOTE When the Services dialog is open service buttons on the toolbar for the services that can be configured via the Services dialog do nothing when clicked Once the Services dialog is closed those buttons become operable again 4 1 INCOMING CALLS The Incoming Calls pages in the Options dialog configure the services that apply to calls that you receive 4 1 1 Anonymous Call Rejection The Anonymous Call Rejection service blocks all incoming calls from people who have restricted their phone numbers from being shown to their call recipients By Call Forti Allergi Sy Call Foredrag Ro inms Cal Forrai Busy cy Cis Na Dersturb GR Etara Lab Lee D Dekor OR irienna Calling Lire lf D arven p Dayro Cote Ch Calling Line iD Devern Biang M gare Las De Zones e cere Cal Rapa Pra l hem rede p st r tte Galen ra bod edle Pee raian Figure 79 Services Dialog Anonymous Call Rejection Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 33 4 1 2 Call Forwarding Always The Call Forwarding Always service forwards all incoming calls to a specified phone number To activate this service click Call Forwarding Always on the toolbar This highlights the button Cad Fesamsdke ke e z Ca Foes chery Buty p Do beat Diab DR External Cling Line ID Dairey ben eng OR Long Calleg Lee D Deko ZA Dupong Cate Puss ing Blames ven a cal n enke Cal Forsardrg Ala Automat sk bores all pour nosmng cole Ion Seren Fane number cha
26. count Page Contact VoiceEdge Customer Care or Technical Administrator if you do not know the appropriate settings Once you successfully log in the controls on this page become inactive e Save Username determines whether Toolbar saves the user name you provide Check this box to avoid having to specify your user name each time you log in to the program e Save Password determines whether Toolbar saves the password you provide above Check this box to avoid having to specify your password each time you log in to Toolbar Toolbar encrypts your password for greater security 3 2 1 Password Change Dialog Click Change Password on the Options Dialog Account page to display the Password Change dialog Old Passed New Pasiv Contin Mow Parswond Figure 69 Options Dialog Password Change CORPORATE TELEPHONY TOOLBAR USER GUIDE 26 To change your password 1 On the toolbar click Options Toolbar opens the Options dialog Click Accounts On the Account page click Change Password The Password Change dialog box appears In the text boxes enter your old password and then your new password twice Click OK To cancel you changes click Cancel 222 5 NOTE All fields in the Password Change dialog box are mandatory 3 3 CONNECTION PAGE The Connection page should have default settings displayed for the network address of the VoiceEdge server that Toolbar connects to SW L Oa Fasten H Cand bre tiger E Lesch
27. ct all calls in a specific call log Dialed Call Received Calls or Missed Calls click the corresponding Select All button 2 Click the corresponding Clear button To clear all call logs in all log categories Click Clear All at the top right of the Call History window NOTE 1 When you select Clear or Clear All a warning message appears When you click OK the delete request is executed When you click Cancel it ignores the request This warning message may differ depending on how it was configured by your system administrator ee al Bihi mg kto 13 47 RE akt VA VIE TT ll side ik H aa al E trist Ed Biija Er i Serie 4 19 06 13 per STEELE KL dl ane Fore STILL ET pe ee gr GER ML eT VE Ak EG TT VEG BANAL 47 Ad Brik TP s nt mn AL GE NOTE 2 You need to refresh the Call Log History to view the changes CORPORATE TELEPHONY TOOLBAR USER GUIDE 23 2 7 ENABLE AND DISABLE BE ANYWHERE LOCATIONS You use the Be Anywhere menu item on the Telephony toolbar to enable or disable Be Anywhere locations This drop down menu shows the list of all available locations configured in the system An item in the menu shows the phone number the description and the enabled disabled state of that location If the location is enabled it is checked 1 To enable a location click to the left of that location A check mark appears next to the location 2 To disable a location click the check mark next to it Re
28. e ET LTE EM KKK WW i d III DDDDODDUDOODDDDDDDODDEUKED Figure 51 Call History 2 2 8 Dial from Speed Dial Directory You can dial from the speed dial directory 1 To open the Speed Dial Directory click Speed Dial Directory on the Toolbar 2 To dial from the speed dial directory click the desired phone number and Toolbar places the call Speed Dial Directory Figure 52 Speed Dial Directory CORPORATE TELEPHONY TOOLBAR USER GUIDE 18 2 29 Dial from Search Use the Search drop down list to search for a user or contact The search results include all users in the Group Personal and Outlook Express directories if configured to do this Your search returns all users that match your criteria in any field For example if you enter sa as your criteria your search might return users with the first name Sally or with the last name Sanders as well as users in the department sales You can also search for users by phone number To search for a user 1 Type your criteria in the Search box 2 Press ENTER to execute the search Toolbar displays the results of your search 3 Click the phone number you want to dial 4 To end the call click End CAN Cette ag m L 9 Search results Mp ans We ki erin Figure 53 Search Bar To re execute a previous search 1 Select a previous search criteria by clicking on the arrow at the right hand side of the Search box A list of pre
29. eatures are activated 3 4 2 Contacts Page The Contacts page allows you to configure the way Toolbar integrates with your Outlook contact list D Ree s oortach AE H F mme portet ar pestered CLD Gchupba mooning salli Figure 73 Options Dialog Contacts Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 29 e The Retrieve contacts from default contact folder only option searches for and retrieves contacts stored in the default Contacts folder within Outlook e The Retrieve all contacts option searches for and retrieves contacts stored in any Outlook folder e Use Outlook contacts as preferred CLID lookup for incoming calls determines whether Toolbar uses the information saved in your Outlook contact list when displaying information about callers instead of using group settings or other calling line ID information 3 4 3 Updates Page The Updates page allows you to configure a web proxy server for Toolbar to use when connecting to the Internet Figure 74 Options Dialog Update Page Toolbar uses this proxy only when checking for product updates not when connecting to the VoiceEdge server to provide Call Management features Contact your VoiceEdge Customer Care or your Technical administrator if you do not know the appropriate settings Use a proxy server to check for updates specifies whether a proxy server is required for Toolbar to access the internet When this box is checked the other settings on this page become enabled
30. emote Office The Remote Office service allows you to substitute a different phone number for your office phone number You can open this page by clicking Remote Office on the toolbar The button is highlighted when turned on Remote Office Number specifies the alternate phone number to substitute for your office number cy Da Hol Deng CR Estona Callirsg Lire iD Daiva CB irtena Calle Line Dobey a D se Cali DA Casel ee D Dekue Bach re RH Cal Conn ty Be Arakne A Ca wair bal one Mei Foie ii Ae A aka aa har phris vu CEN phones pi ren heel phr p a araia pra Figure 95 Services Dialog Call Control Remote Office CORPORATE TELEPHONY TOOLBAR USER GUIDE 43 4 4 MESSAGING The Messaging pages in the Options dialog allow you to configure your Voice Messaging settings 4 4 1 Voice Messaging The Voice Management page specifies how the system handles your voice messages Vos e Megen CH Call Foressndrg Bur jj Do Mot Dutet Ever Calling Line ID Delen berre Carag Lee EI Dovey ZX Dugong Cals CX Calling Lee 0 Devern Blocking HN Cs Conia Wte Heihi E Ge Gerd Al gsi bo ve bial Gerd Buss calls bo voice Ma Send irao cal ba Vee Ha eben A wee MAS ESA Ter i ll pe murded MH Forsand i So Her mnai ker ds De Arnie Z Cale stg Remote ioe Boii re fa ama od e ness v i Zei apri a MEILEGI late frede Fr solid Vace heag g y EMA a caban copy of he vite r fan m ne lo
31. ening 21 vCard Dialing from in Outlook 2000 2002 2003 16 Dialing from in Outlook 2007 2010 17 Saving 21 Voice Mail Checking for 22 Retrieving 22 Transferring to 22 Voice Messaging 44 Web page dialing from 15 Web Screen Pop 31 50
32. gure 19 Remote Office Button Call Forward Always service automatically forwards all incoming calls to a specified phone number When this service is enabled this icon remains highlighted If Call Forward Always is not yet configured when you use this icon to activate the service Toolbar opens the Service dialog to the Call Forwarding Always page for you to configure the service Figure 22 Call Forwarding Always Service Button Call Forward No Answer service automatically forwards all incoming calls to a specified phone number when you do not answer within a specified number of rings While the service is enabled the icon remains highlighted Figure 23 Call Forwarding No Answer Service Button Call Forward Busy service forwards all incoming calls to a specified phone number when you are busy on other calls While the service is enabled this icon remains highlighted If Call Forward Busy is not yet configured when you use this icon to activate the service Toolbar opens the Services dialog to the Call Forwarding Busy page for you to configure the service CO Figure 24 Call Forwarding Busy Service Button Do Not Disturb service automatically forwards all incoming calls to your Voice Messaging service or plays callers a busy tone if you do not have a Voice Messaging service configured While the service is enabled this icon remains highlighted o CH Figure 25 Do Not Disturb Service Button CORPORATE TELEPHONY TOOLBAR USER GUIDE
33. his in the event there is no answer the caller returns to your business voicemail box and is not dropped into your cell phone voicemail Use BroadWorks based Call Control Services This feature is not applicable No need to enable Outbound Alternate Number SIP URI This feature is not applicable No need to enable CORPORATE TELEPHONY TOOLBAR USER GUIDE 41 View Available Portal List link displays the following page which lists VoiceEdge Anywhere portals available to you 3 Col Forms Ho riss Do kat Dub dek DA Extemal Cabral re ID Debat Erbie Phare Humber erenphon G reng Calg Lee ID Dekbegn E RELLE Cel Dung Call E 25551212 Malibu Office l O Caling Lee D Deker Blocking Raten DA Calling Lire 10 Deen Blocking H Eal Comino 65 Beanpstere F Cal waing MK Aeros Olice vange El Vane Heinr Figure 94 VoiceEdge Anywhere Available Portals List The page is read only To return to the previous page click OK CORPORATE TELEPHONY TOOLBAR USER GUIDE 42 4 3 2 Call Waiting The Call Waiting service allows you to answer incoming calls while engaged in another active call Al Trier Calg Line D Davey CA Casa re D Daray flinching H ca Cana Lo Be Argebeg AET WB Merce Orte 8 Hegg bal race Mensano Cal winning Arie 4 call boble gek op suite rad med Figure 96 Services Dialog Call Control Call Waiting 4 3 3 R
34. hold a call click Hold on the toolbar The Hold button is grayed out to indicate the held status of the call 2 Toresume a held call click Answer highlighted on the toolbar The hold returns to its normal state to indicate the active status of the call Figure 59 Hold Button CORPORATE TELEPHONY TOOLBAR USER GUIDE 21 2 4 2 Initiate Three Way Conference NOTE You must have the Three Way Call service assigned to you to use this feature You can initiate a conference with two other parties directly from the toolbar To establish two simultaneous active calls you must have only two phone numbers listed in the Call Lines drop down list These calls may have been initiated either by you or by the other parties 1 To start the conference click Three Way Conference on the toolbar 2 To drop only one participant from the conference select the participant s number from the Call Lines drop down list and click End 2 5 VOICE MAIL 2 5 1 Transfer to Voice Mail You can transfer calls to your Voice Mail from the toolbar and from the call notification window To transfer a call to Voice Mail from the Toolbar click Transfer to Voice Mail on the toolbar Figure 61 Transfer to Voice Mail Button To transfer a call to Voice Mail from the call notification click the Transfer to Voice Mail icon in the notification window 2 5 2 Check for New Voice Mail If the color of the envelope icon on the Transfer to Voice Mail button changes then a ne
35. nked text in the call notification automatically answers the call The call notification stays open for the duration of the alerting call If you initiate or receive another call while the first notification is open the call notifications stack on top of one another Figure 55 Call Notification 2 3 2 Blind Transfer Use this method to transfer a call to another specified number without providing an introduction to the destination party Calls may be transferred this way while active held or ringing on your phone In the latter case the system redirects the call before it is answered 1 If the first party is not already on the line dial a number on your phone or select a number using any of the methods described in section 3 2 Make a Call 2 Call the second number This automatically puts the first party on hold if the first party is not already on hold 3 Initiate the transfer by clicking Transfer on the toolbar The parties are now connected Figure 56 Transfer Button 2 3 3 Consulted Transfer Use this method to transfer a call to another specified number and optionally provide an introduction to the destination party Calls may be transferred this way while active held or ringing on your phone When a supervised transfer is initiated the primary call is placed on hold and a call is made to the party intended to receive the call The receiving party may be consulted prior to accepting the call 1 If the first party is
36. nsfer to Voice Mail button changes as illustrated in Figure 37 then a new voice mail is available oi Figure 36 Transfer to Voice Mail Button Figure 37 Transfer to Voice Mail Button with Voice Mail Waiting Indication Blind Transfer transfers the current call to another phone number D Figure 38 Blind Transfer Button Conference Call starts a conference call that can include up to 3 callers This button only becomes enabled when you are connected to two other parties at the same time Figure 39 Conference Call Button End Call ends the current call to Figure 40 End Call Button Call Lines lists your phone numbers you are currently connected to Figure 41 Call Lines Drop down List CORPORATE TELEPHONY TOOLBAR USER GUIDE 2 2 MAKE A CALL 2 2 1 Dial Number To dial a new number 1 Type the number in the Dial Number box 2 To place the call press ENTER 3 To end the call click End ama CES Figure 42 Dial Number Box To redial a previously dialed number 1 Select a number by clicking on the arrow at the right hand side of the Dial Number box A list of up to 10 previously dialed numbers is displayed 2 Click on a number in the Dial Number list 3 To place the call press ENTER 4 To end the call click End Faneri Figure 43 Redial Previous Number 2 2 2 Dial from Web Page To dial from a web page 1 Select the phone number displayed on a web page 2 Highlight the number with your m
37. ons also referred as VoiceEdge Anywhere locations that can be used as extensions to your profile A Cat diag Ra denten lenet A ke a rrcz ke Check a tah A Cu Formnmding Buy Mimea Erstis Pardal List oy Do Hot Ditut ha Sanpete Locarn Lat Gd L deng Callies Lis E Deko Enable Phone Muri LR Loos bei Lee ID D n AO Oe Ca SEL LK T lke Lee D Deer Finely RH Cal Corte ix Be e w FI Cal wating Dese WB Perte ice Ebert Eer Le Se E megn ae Des zen ed abata bag zeg Meta Keng Servere Lon emata Ue Baba teoed Cal Coho Serece Chatea sa beige Hurts P LR EN m i TASA e A We r oe Con cd eh ore urbe Figure 93 Services Dialog Call Control VoiceEdge Anywhere Alert all locations for Click to Dial calls check box specifies whether Be Anywhere locations should be alerted for the Click to Dial service Anywhere Locations List allows you to add delete or modify Be Anywhere Location phone numbers Advanced Options per Location contains a list of advanced options that can be enabled or disabled separately for each Anywhere Location NOTE If you have Be Anywhere enabled be sure to DISABLE Remote Office for the duration as it will have a service interaction and not work as expected Enable Diversion Inhibitor This feature is not applicable No need to enable Require Answer Confirmation Enabling this feature requires that the user press any button on their cell phone to accept a call By doing t
38. ouse 3 Right click the highlighted phone number and select Dial from the pop up window pudi Ti aki wi TE Cre seg Hesse nrg 1 E rapa sir Heeb la rriei H H TER el g D Hr Kees ges hit KR Rent AE Kee m EN ie mar FI AE Ci Peep oe im T I i l bJ Figure 44 Dialing from Web Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 2 2 3 Dial from Contact List With The Toolbar you can dial the home business or mobile number of any contact directly within Outlook 1 Click Contact in the folder list 2 Select the contact you wish to call from the contact list 3 Click the arrow at the right hand side of the Dial Contact drop down list on the Toolbar within Outlook 4 Select the type of number to call Lure ei Address Cards O petsked address Cards O Phone List Figure 46 Dialing from Contact List 2 2 4 Dial from vCard To dial from a vCard in Outlook 2000 2002 2003 1 Click Contacts in the folder list 2 Double click the contact you want to call Outlook opens the contact s vCard 3 Click the arrow at the right hand side of the Dial Contact drop down list on the Toolbar within Outlook Select the type of number to call 4 Activities Certiicabes All Fields Fares mes Pile as HELPDESK Figure 47 Dialing from vCard CORPORATE TELEPHONY TOOLBAR USER GUIDE To dial from a vCard in Outlook 2007 2010 1 Click Contacts in the folder list 2 Double click the contact you
39. ranster to Voice Mall BURON ssesitoatdaracnces ctceceigsaesonasnescentagnedosasaiseiecuse obasaatuedaesanitnessahetusssaiwosuusesorosalabeseisancacea 14 Transfer to Voice Mail Button with Voice Mail Waiting Indication annrrennnnnrrrnnnnnnvvnnnnnrrnnnnnnnennnnnnnrnnnnnnreennnn 14 Bing Hancler BURON cerre 14 Conference Call Button WEE 14 end CFB UNON IS 000 E E ia aaa a 14 CE DOD OWES EE 14 Dial NumDer Ce 15 PRS ell ad SST EM Bg ae E 15 DART e Be EE 15 Dialing from Contact BE 16 DANO TC ICA EE 16 Dialing irom Outlook 2007 2010 EE 17 Rei RR te e 17 1910 0 I BI 1 er 0 JE E E A i EN 18 SAFIO EE EEE ENE NE NE ET 18 OSS BI RI et EEN 18 SE 19 Se le kalle eea ii i i EE 19 SANAE 20 MANS eg NEE 20 Opening URL through Call Notification rnnunenenenennnnannnennnnnnnennnnnnnnnnnnen eee nn ann nnnnnannen nen nnna 21 Saving vCard through Call Notification E 21 Fold BULON EE EEE NE EEE 21 CORPORATE TELEPHONY TOOLBAR USER GUIDE 4 Figure 61 Transfer to Voice NET TEE 22 Figure 62 Transfer to Voice Mail Button Indicating New Voice Mail E 22 AES FAEN PN 23 FE Viewing Tt EE 23 Figure 65 The Toolbar Anywhere Locations ek 24 Figure 67 Options Dialog General Page eege Seege 25 Figure 68 Options Dialog Account Page ENEE EEN 26 Figure 69 Options Dialog Password Change ENEE 26 Figure 70 Options Dialog Connections PAGE E 27 Figure 71 Options Dialog Dialing Rules Hagen 28 Figure 72 Options Dialog
40. resented with the Change Password dialog box This is your first login attempt or your password has expired You must change your password before proceeding Old Password Naw Passord Contam New Foead enes Figure 8 Change Password on First Login Dialog Box 19 Enter your old password and your new password twice in the spaces provided If your configuration and credentials are correct you are connected to the VoiceEdge server and the buttons on your toolbar are enabled NOTE The buttons are enabled if their respective services are assigned D Serveces Be Amwgberg gt Li A E CG tea SI E Aerch T VoieLdge Services T Dial Contact Dal Number amp H dd call tines x Figure 9 Enabled Toolbar CORPORATE TELEPHONY TOOLBAR USER GUIDE 1 5 SUBSEQUENT ACCESS Once you have configured The Toolbar with the settings it needs to connect to VoiceEdge you can be automatically logged in when you start Internet Explorer Firefox or Outlook without having to provide that information again The VoiceEdge online tools are configured with an Initial Password Expiry option so if the toolbar is your first attempt to login you may be prompted to change your password upon log in lf your password is new or has expired the following dialog box appears after you click Login Thee uwen first Km altemgpi or your passeaoed has expened Tou must change pour password before peocerdirng ld Paseo New Passed Confum Hew Dasz
41. s 23 Dialing from 18 Viewing call logs 23 Call Lines button 14 Call Notification 20 Call making 15 Calling Line ID Delivery Blocking 40 Calls Answering 19 Holding 21 Receiving 19 Change password 26 Checking for new Voice Mail 22 Conference Call button 14 Conference initiating Three Way 22 Contact list dialing from 16 Contacts Outlook Integration 29 Dial Contact button 13 Dial Number button 13 Dialing From call history 18 From contact list 16 From group directory 17 CORPORATE TELEPHONY TOOLBAR USER GUIDE From personal directory 17 From search 19 From speed dial directory 18 From vCard 16 From web page 15 New number 15 Number 15 Previously dialed number 15 Rules 28 Disabling Anywhere Locations 24 Do Not Disturb 37 Enabling Anywhere Locations 24 End Call button 14 External Calling Line ID Delivery 38 First time login 6 Group Directory Button 13 Dialing from 17 Hold button 14 Holding call 21 Incoming Calls Anonymous Call Rejection 33 Call Forwarding Always 34 Call Forwarding Busy 36 Call Forwarding No Answer 35 Do Not Disturb 37 External Calling Line ID Delivery 38 Internal Calling Line ID Delivery 39 Initiating Three Way Conference 22 Internal Calling Line ID Delivery 39 Known Issues 48 Outlook 2007 Limitation 48 Login Button 11 First time 6 Subsequent 10 Making calls 15 Messaging 44 Voice 44 New number dialing 15 Open BroadWorks Assistant Enterprise
42. ts e Claes e es Figure 80 Services Dialog Call Forwarding Always Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 34 4 1 3 Call Forwarding No Answer The Call Forwarding No Answer service forwards all incoming calls to a specified phone number if you do not answer within a specified number of rings GA Daens Calin Line Dere G irisa Cafe Lee D Dairey Oy Dapon Cte CA Calleg Lese DN Dele Becksg gg Ca Toris ig Be dree TI Ce ware WB Perte ice I ueg ba Vore Mesta Tal Freomke Ho Scere Muike fora ong Cady ron Mieeg merkene en odd EE ut ae oun pores Sie pls rarer yt Figure 81 Services Dialog Call Forwarding No Answer Page To activate this service click Call Forwarding No Answer on the toolbar This is highlighted when turned on Calls Forward to specifies the phone number to which Toolbar redirects all calls forwarded using this service Numbers of rings before forwarding is the number of times your phone must ring before Toolbar forwards an incoming call CORPORATE TELEPHONY TOOLBAR USER GUIDE 35 4 1 4 Call Forwarding Busy The Call Forwarding Busy service forwards all incoming calls to a specified phone number when all available lines are in use To activate this service click Call Forwarding on the toolbar This button becomes depressed when on GA Daens Csing Line D elver CB beter Calley Line ID Chelsea 3 aging n M Maren iy Be dnb T Call wiating Rone ca Heap Ca Furvvardes
43. ure 84 Services Dialog External Calling Line ID Delivery Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 38 4 1 7 Internal Calling Line ID Delivery The Internal Calling Line ID Delivery service allows you to view the calling line information for incoming calls from members of your group ir r si slig Leer Cede Trend C sed Le 7 Dekoetg Cin briana Lakra Lee ID Ditty Freck Lo Lee D lamaer di Figure 85 Services Dialog Internal Calling Line ID Delivery Page CORPORATE TELEPHONY TOOLBAR USER GUIDE 39 4 2 OUTGOING CALLS The Outgoing Calls pages in the Options dialog configure the services that apply to calls that you initiate 4 2 1 Calling Line ID Delivery Blocking The Calling Line ID Delivery Blocking service prevents other parties from seeing your phone number or calling line information when engaged in calls with you L I Caers Calling Lares E elver A eter arg Lire D Giny OC Gage Cat Cali Lee D Dekere Ekekee EBkek eng gt kre Fwa Zewen var Calin othe numbers beste tool par group Can H zeg poor mummies ren Bean are caked oe Jet Figure 92 Services Dialog Outgoing Calls Calling Line ID Delivery Blocking 4 3 Call Control The Call Control pages in the Options dialog allow you to configure your Call Control services CORPORATE TELEPHONY TOOLBAR USER GUIDE 40 4 3 1 Be Anywhere The VoiceEdge Be Anywhere service allows you to define one or more network locati
44. vious search criteria is displayed 2 Select an item inthe list Toolbar displays the results of your search 3 Glick the phone number you want to dial 4 To endthe call click End Figure 54 Search Bar History 2 3 RECEIVE CALL 2 3 1 Answer Call NOTE You can only answer a call via Toolbar if you have an Advanced Call Control ACC compliant phone like a VoiceEdge IP telephone handset When you receive a call Toolbar displays a call notification window on top of the system tray You can answer this call by picking up your handset from the Toolbar or by clicking the call notification only if you have an Advanced Call Control ACC compliant phone e To answer a call from Toolbar click Answer e To answer a call from the call notification click on it When using The Toolbar with Outlook if the incoming call does not provide a name for the calling party Toolbar checks the number against your Outlook contacts and displays the corresponding name if it finds a match You can also transfer the caller to your Voice Mail save a vCard for the caller open a URL populated with the caller s number or end the call directly from the call notification CORPORATE TELEPHONY TOOLBAR USER GUIDE 19 2 3 1 1 Call Notification When you initiate or receive a call Toolbar displays a notification window above the system tray which includes the other party s phone number and other information about the call Clicking the hyperli
45. w voice mail is available Otherwise the envelope is grayed out Figure 62 Transfer to Voice Mail Button Indicating New Voice Mail 2 5 3 Retrieve Voice Mail Make sure that you are not currently engaged in a call No entries must be present on the Call Lines drop down list Transfer yourself to your Voice Mail by clicking the Transfer to Voice Mail button on the toolbar 2 6 USE CALL HISTORY You can view and delete old call logs using the Call History feature You can also make calls from Call History Viewing and deleting call logs is described in the remainder of this section For more information about making calls see section 3 2 8 Dial from Call History CORPORATE TELEPHONY TOOLBAR USER GUIDE 22 2 6 1 View Call Logs To view call logs click Call History on the toolbar Figure 63 Call History Button The Call History window appears where you can view your dialed received and missed calls Call History r J a 4 ve a Tamem Para KI LI LAN ii mme EI a Pam TA san l amp v rie i r Pec Foie mjm E TE mm e wm E TT alle m poe bs EE EE E gem bim 200 FI D weus ae E l mana Lian a WPS AIR a aa a Bk ie mem men Term rm EI tem ples mid a ada ee ED rom Lobes Figure 64 Viewing Call History 2 6 2 Delete Call Logs To delete selected call logs 1 Select the calls you want to clear by checking the corresponding check boxes Alternatively to sele
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