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FlexIP SoftPhone (Version 2.xx) User Guide
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1. Dial from any application Dial by name Programmable User keys enable you to create up to 24 quick keys to access friends program actions such as Do Not Disturb Call Forwarding Follow Me options or any of the other rich array of keyset features and more using easy intuitive programming A personal directory Extensive Contacts list lets you store personal information on hundreds of co workers friends and family and access them with a single click A Rules Wizard enables you to predetermine how your phone reacts in a given situation When you are out of the office set the phone to forward calls to someone else If you are sitting in another office tell the phone to Follow Me 3 2 FledP SoftPhone User Guide Table 3 1 SoftPhone Button Descriptions Button Name Function Minimize Minimizes the SoftPhone The SoftPhone remains active and you will still be alerted about any incoming calls The SoftPhone is accessible via the softrhone taskbar icon Main Menu Provides access to the Rules Wizard and Preferences You may also exit the SoftPhone from here Status Toggle Sets your presence status determining in conjunction with Rules how a call is handled Answer Answers the call ine iy 00 Hgy 2 oo oa I Enables making and receiving calls When several line keys are in use the SoftPhone will act as if it is a multiline instrument Identical to LOOP button in regular key
2. a 5 ER 2195 Simon Hoffman 2003 10 02 00 43 38 00 27 51 5 Ca Br 2890 arvehDavid 2003 10 02 09 43 49 00 26 25 5 Clear log 7 Br 2023 Orly Zimmerman 2003 10 02 09 44 58 00 00 00 Pa 8 Hr 2874 Miriam Shkolnik 2003 10 02 09 45 18 00 00 00 La Close g E 5834 2003 10 02 09 45 38 00 00 00 D 10 E 2864 Eliezer Katzenst 2003 10 02 09 45 57 00 00 00 m 11 EF 2884 Eliezer Katzenst 2003 10 02 09 46 17 00 00 06 5 12 4 2023 Orly Zimmerman 2003 10 02 09 50 33 00 00 23 3 13 EF 2890 arvehDavid 2003 10 02 10 09 56 00 00 12 4 14 EF 2195 Simon Hoffman 2003 10 02 10 11 08 00 00 00 gt 15 m 2890 arvehDavid 2003 10 02 10 11 10 00 00 11 5 Sorting the Call Log view Calls can be sorted according to column by clicking on the column heading enabling you to see the information you want at a glance clearly and logically Filtering the Call Log view You can filter both current and future information in the Call Log to find specific information or locate a specific number If a filter is defined and a call enters the call log either incoming or outgoing that matches the filter criteria the Call Log display is automatically updated If it does not match the filter it enters the Call Log but is not displayed It will be included in the list when you delete the current filters Making a call You can easily make a call to a number that exists in your Call Log ei
3. 5 Click Next to install the driver Found New Hardware Wizard Completing the Found New Hardware Wizard Tigenlet USB Handset with Keypad Device Windows has finished installing the software for this device To close this wizard click Finish lt Back LANCE 6 Click Finish to complete the handset installation S S O 3 S S gt w S 2 10 2 FlexP SoftPhone User Guide Sound Configuration Setting the Sound Preferences 1 Press CP and select Preferences 2 Select the Audio tab ee aI Ra gr Preferences CH Ne General Sound Dial Anywhere Default internal ring cATones InternalRing way Default external ring _ Tones ExternalRing wav Default YP ring ATonestvipRing waw Ll Devices Ring device SoundMAX Digital Audio ka Phone device USB Audio Device Ed Ce bae 9 3 In the Devices section you can designate the ring and phone devices that can be used by the Softphone Select the device from the drop down menu The Ring Device is the device that the Softphone will use whenever there is an alerting call To configure the SoftPhone to ring via the PC s external speakers select your sound card in this field The Phone Device is the device used by the Softphone for voice communication To communicate via the handset select USB Audio Device in this field 4 Click OK to accept your changes or Cancel to close the Preferences page without
4. Yes PN NOTE KY This may occur every time your SoftPhone is initialized or every time you edit Contact details S ru S S9 gt O O ra c V S ra V rs S lt Pat FledP SoftPhone User Guide 27 Handset Installation The FlexIP SoftPhone supports generic and brand specific Tiger Jet handsets You may communicate using a generic handset in the same manner as you would a normal handset The Tiger Jet handset has the additional feature of enabling you to dial direct from the set To facilitate this you must install the handset drivers in the following way 1 Plug the handset into a spare USB port The Install New Hardware wizard will start automatically Found New Hardware Wizard Welcome to the Found New Hardware Wizard This wizard helps you install a device driver for a hardware device To continue click Next Back Cancel 2 Click Next S O 3 S S S w S 2 8 gt FledP SoftPhone User Guide Found New Hardware Wizard Install Hardware Device Drivers A device driver is a software program that enables a hardware device to work with Ss an operating syste This wizard will complete the installation for this device KE Composite USE Device A device driver i a software program that makes a hardware device work Windows needs driver files for your new device To locate driver files and complete the Installat
5. a standard phone and more as described in full in the on line help Making a call via the keypad To enter the number using the keypad 1 Enter the number by clicking on the appropriate numbers on the SoftPhone keypad or the handset keypad or manually typing the numbers into the input field If you have enabled Direct on the Preferences page as explained in the online help your call is dialed in real time as you enter the numbers If you have enabled Via Send click to make the call When you have finished the call click co or to close the phone connection Making a call using other methods Using the easy to use interface you can make a call using any one of the following methods Select a number from your Directory dial by name right click or hot key activation Select a number from the recently dialed calls list Select a user programmable key Select a number from the Call Log Make a call from any application Dial from the handset Tiger Jet handsets only Flex P SoftPhone User Guide 3 5 TS w gt Yo 2 O Receiving a Call When the SoftPhone detects an incoming call it immediately alerts you to the call in the following ways m Audible ring m Pop up notification m Flashing LED on the Softphone s upper right corner only when SoftPhone interface is active m Speaker icon flashes only when SoftPhone interface is active m The telephone icon on the S
6. full range of features and capabilities that combines all the benefits of a standard phone with the convenience and flexibility of an interactive software application Like any telephone the SoftPhone can receive and make phone calls forward incoming calls automatically answer or play a recorded message and more Figure 3 1 HedP SoftPhone Minimize and Message Waiting Close Keys Indicator Directory Display Information Key Ringing Indicator Call Log Key PI ENG Main Menu Key JE Group Selection Input Field Volume Keys a 3 groups of Dial Pad TS 3 LEH Bank 8 Programmable Ses mm a Keys CR 5 Jett Smith Steve Jenks Liz Willian Call Forward All Answer Send Disconnect 4 Status Key Key Key System Toggle Keys 3 x 3 60 2 O FlexP SoftPhone User Guide gt 3 1 TS ss x gt Yo 2 S O The SoftPhone has the look feel and functionality of a FlexSet IP phone with many additional features that make it ideally suited for the corporate work environment The SoftPhone s unique features include the following A standard 12 key interface lets you select numbers and make phone calls Using your mouse or keyboard you can enter numbers select contacts enter and save important phone numbers select your preferences and more Four Function Keys enable you to quickly access your predefined functions such as Speaker Hold Conference etc
7. warranty stated in its sales contract or order confirmation form is the only warranty offered by the Manufacturer in relation thereto This document may contain flaws omissions or typesetting errors no warranty is granted nor liability assumed in relation thereto unless specifically undertaken in the Manufacturer s sales contract or order confirmation Information contained herein is periodically updated and changes will be incorporated into subsequent editions If you have encountered an error please notify the Manufacturer All specifications are subject to change without prior notice Copyright by TADIRAN TELECOM BUSINESS SYSTEMS LTD 2004 All rights reserved worldwide All trademarks contained herein are the property of their respective holders Protected by U S Patents 6 594 255 6 598 098 6 608 895 6 615 404 Table of Contents 1 About this Manual 1 DOCUMENELDESENIPION aa BA NA DUS 2 Special Symbols Used in this Manual 3 Related Docum entar NA en e 2 Installation and Configuration 1 MimmumRegulke Men abi banana aan ma Me marawis PC Operating SYSIEM aaa NANA ana COLA en ena nm mau asinan aa 2 Jnstallation INST CON Sen an ban ba Dea nues Pre Installation Requirements WWo oo Woo FlexIP Softphone Application COMMOUIANO Aa an aS Microsoft Outlook Synchronization oooooWoo FIANGSET Insta AON et Ae NN SOLO CONNGUrAIO NAAAGNAS 3 Getting Started TONE TION kaa UA maa pee
8. Bp ONG at en 2 Accessing the FlexIP SoftPhone Woo oom Starting the FlexIP SoftPhone ma Minimizing the FlexIP SoftPhone oo Wo oom Maximizing the FlexIP SoftPhone WWW Closing the FlexIP SoftPhone Wc W Jaa Exiting the FlexIP SoftPhone Wa 3 Operating the Soft NONE bean en na Making a CAISSE di an engan ce FIECECIVIN GANGA lesan anses ss Riads Using the Call aaa ae ns NN re CUISINE Dike et wren nn GAAN uen line eee WOrKNO WIN RUNS scan ds en ANAKAN NANA The FlexIP SoftPhone User Guide is designed to be used as an installation and quick start guide for users of the FlexIP SoftPhone It describes the installation of the necessary software and gives general overview and usage instructions for the SoftPhone For more detailed information the user is directed towards the software on line help 2 Special Symbols Used in this Manual Indicates important information demanding special attention 3 Related Documentation Subject Manual Installation of Voice over IP Voice Over IP Installation Manual equipment Detailed explanation of FlexIP SoftPhone online help SoftPhone features Keyset including SoftPhone Quick Reference Guide to Feature Access Codes feature codes at a glance Detailed explanation of keyset FlexSet 280 280D 280D Z 120 120D amp 120L User Guide features also applicable to SoftPhone Comprehensive overview of Coral Fl
9. Route NPL IP KEYSET IP Ports Keysets Route IP 1 0 all parameters Keyset Definitions Route Key SOFTSET FlexIP Softphone Application Install the FlexIP SoftPhone in the following way 1 Insert the FlexIP SoftPhone Installatton CD and locate the SoftPhone installation file SoftPhoneSetup_xx exe where xx is the version number 2 Double click the installation file Follow the on screen instructions to install your FlexIP SoftPhone as described over the following pages SoftPhone InstallShield Wizard xj Welcome to the InstallShield Wizard For SoftPhone The InstallShield Wizard will install SoftPhone on your computer To continue click Next Back Cancel 2 2 2 FlexP SoftPhone User Guide 3 Click Next to continue installation SoftPhone InstallShield Wizard License Agreement Please read the following license agreement carefully TADIRAN TELECOM BUSINESS SYSTEMS LTD END USER SOFTWARE LICENSE AGREEMENT IMPORTANT PLEASE READ THIS SOFTWARE LICENSE AGREEMENT CAREFULLY BY USING THIS SOFTWARE YOU ARE AGREEING TO BE BOUND B r THE TERMS OF THIS AGREEMENT 1 License Grant Tadiran Telecom Business Systeme Ltd Hereinafter the M anufacturer hereby grants fou 4 nontransferable nonexclusive license to use the software the Licensed Software and the accompanying documentation the Licensed Software and the accept the terms of th
10. a sadiran Telecom Business Systems Ltd FlexIP SoftPhone User Guide Version 2 xx CoraliPx gt EFlexiCom The flexible way to communicate The information contained in this document is proprietary and is subject to all relevant copyright patent and other laws protecting intellectual property as well as any specific agreement protecting TADIRAN TELECOM BUSINESS SYSTEMS LTD s herein referred to as the Manufacturer rights in the aforesaid information Neither this document nor the information contained herein may be published reproduced or disclosed to third parties in whole or in part without the express prior written permission of the Manufacturer In addition any use of this document or the information contained herein for any purposes other than those for which it was disclosed is strictly forbidden The Manufacturer reserves the right without prior notice or liability to make changes in equipment design or specifications Information supplied by the Manufacturer is believed to be accurate and reliable However no responsibility is assumed by the Manufacturer for the use thereof nor for the rights of third parties which may be effected in any way by the use thereof Any representation s in this document concerning performance of the Manufacturer s product s are for informational purposes only and are not warranties of future performance either express or implied The Manufacturer s standard limited
11. e license agreement do not accept the terms of the license agreement Installshield 4 After reading the license agreement select I accept the terms of the license agreement and click Next to continue SoftPhone InstallShield Wizard Choose Destination Location Select folder where setup will install files Install SoftPhone to EC Program Files T adiran Telecom S oftPhone Change lnstallshield Back Cancel 5 Select an installation location and click Next to continue S ru S S9 gt O O ra c V S ra V rs S lt Pat FledP SoftPhone User Guide 23 S S kay 8 3 S S 2 w 8 zZ SoftPhone InstallShield Wizard Ready to Install the Program The wizard i ready to begin installation Click Install to begin the installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard InstallShield lt Back Cancel 6 Click Install The FlexIP SoftPhone is now installed on your computer SoftPhone InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successtully installed SoftPhone Click Finish to exit the wizard Back Cancel 7 At the prompt click Finish to finalize the installation 24 gt FlexP SoftPhone User Guide Configuration 1 Launch the FlexIP SoftPhone by s
12. electing Start gt Programs gt SoftPhone gt SoftPhone or by clicking on the desktop icon fx The SoftPhone application initiates and the following screen is presented 2 The MAC physical address of your PC is displayed Click OK Enter coral IP address or DNS name y 7 ok 3 At the prompt enter the IP address or DNS name of the UGW card in your call agent and click OK Ask your system administrator for the IP address or DNS name If you are connecting via a Coral Sentinel enter the IP address of the Sentinel in this field 4 If your PC has more than one IP address for example a laptop used to connect both to the office network and for home internet use interchangeably the following message will be displayed Found more than one available ip use Ka Select the IP address from the drop down menu and click OK The SoftPhone will now initialize S ru S S9 gt O O ra c V S ra V rs S lt Pat FledP SoftPhone User Guide 2 5 S S O 3 S S gt w S Microsoft Outlook Synchronization If you wish to work with Microsoft Outlook features See Using the Directory on page 3 8 and online help for further details take the following steps 1 Exit the SoftPhone application See Exiting the FlexIP SoftPhone on page 3 4 2 Open the Directory configuration file directory_cfg txt The default location 1s C Docum
13. ents and Settings your user name SoftPhone directory_cfg txt i directory cfg Ext Notepad a F OI x File Edit Format Help Use out look state use out look directory Use out look contacts 3 To synchronize your SoftPhone with the current logged in user in Outlook manually change one or more of the following parameters in this file as required To enable the SoftPhone to use the Outlook Calendar state change user outlook state to true To enable the SoftPhone to recognize names from the Directory when you receive incoming calls change user outlook directory to true To enable the SoftPhone to use Outlook Contacts change user outlook contacts to true 4 Select File gt Save to save the changes 5 Relaunch the FlexIP SoftPhone by selecting ifA Start gt Programs gt SoftPhone gt SoftPhone or by clicking on the desktop icon Sd 6 If you configured the SoftPhone to operate in conjunction with Outlook Contacts the SoftPhone will attempt to retrieve your Outlook Contact details upon initialization Depending upon your Office security settings the following message may be displayed 2 6 2 FledP SoftPhone User Guide Microsoft Outlook x program is trying bo access e mail addresses you have stored in Outlook Do you want to allow this IF this is unexpected it may be a virus and you should choose No Allow access For 1 minute o To allow the SoftPhone to access your contacts click
14. exiCom and IPx Product Description entire Coral product range a lt 2 lt ss rD x FledP SoftPhone User Guide a 1 1 Installation and Configuration 1 Minimum Requirements PC Hardware m CPU Pentium HI 500Mhz m Memory 128MB RAM m Disk space 30MB Sound card full duplex m Headset Handset or speaker microphone Network Interface Card NIC or dialup connection m Internet connection bandwidth 56Kbps ADSL or cable connection recommended m Free USB port m Screen resolution of 1024 x 768 recommended PC Operating System m Windows NT4 2000 with Service Pack 2 XP Coral Coral Software Version 14 6x or later kang S S 3 S9 S O O ES kg V Z S w V V w 2 Pang FledP SoftPhone User Guide amp 1 S S O 3 S S S w S 2 Installation Instructions Pre Installation Requirements Before you install the FlexIP SoftPhone inform your system administrator of the MAC address of your PC Your system administrator must register this MAC address in the call agent database to enable the SoftPhone to operate To determine the MAC address of your PC enter ipconfig all at the DOS prompt af start gt Run 5 CMD The MAC address is in the format xx xx xx xx xx xx PN NOTE KY The Coral System Administrator should define the following parameters in the P1 Sizes Route Siz KEYSETS IP Numbering Plan
15. ion click Next What do you want the wizard to do fe Search for a suitable driver for my device recommended Display a list of the known drivers for this device so that can choose a specific driver 3 Select Search for a suitable driver for my device recommended and click Next Found New Hardware Wizard Locate Driver Files Where do you want Windows to search for driver files Search for driver files for the following hardware device Composite USE Device The wizard searches for suitable drivers in its driver database on your computer and in any of the following optional search locations that you specify To start the search click Next IF you are searching on a floppy disk or CO ROM drive Insert the floppy disk or CO before clicking Nest Optional search locations T Floppy disk drives M CO ROM drives Specify a location T Microsoft Windows Update Back Cancel 4 Select CD ROM Devices insert the SoftPhone CD and click Next FledP SoftPhone User Guide 29 kang S S 3 bo gt O O ES c V S w V V w 2 Pang Found New Hardware Wizard Driver Files Search Results nt The wizard has finished searching for driver files for your hardware device The wizard found a driver for the following device Composite USB Device Windows found a driver for this device To install the driver Windows found click Next SE Ef husbdev int Back Cancel
16. making any changes to the existing Preferences settings kang S S 3 S9 gt O O ES c V S w V V w 2 Pang FleXP SoftPhone User Guide gt 2 11 Adjusting the system volume Depending upon your system settings it may be necessary to adjust the sound of your recording device so that your conversing party can hear you clearly To adjust the volume level heard by your conversing party 1 Select Start gt Settings gt Control Panel gt Sound and Multimedia and select the Audio tab Sounds and Multimedia Properties 3 2 x Sounds Audio Hardware Sound Playback cf _ Preferred device USE Audio Device Enr Sound Recording Prefered device USE Audio Device MIDI Music Playback Preferred device ut Microsoft GS Wavetable SW Synth nai Volume About Use only prefered devices 2 Under Sound Recording click Volume Options Help Wave In Balance B Y Volume PP Mute all USB Audio Device Installation and Configuration 3 Adjust the sound volume as required Be careful not to increase the volume too high as this may distort the sound heard by the other party 4 Click OK to accept your changes or Cancel to close the Preferences page without making any changes to the existing Preferences settings 2 12 gt FlexP SoftPhone User Guide The FlexIP SoftPhone is a comprehensive software based application designed to offer a
17. ms Ltd 18 Hasivim Street P O Box 450 Petach Tikva 49105 Israel Tel 972 3 9262000 Fax 972 3 9262310 USA Headguarters Tadiran Telecom Inc 4 Tri Harbor Court Port Washington NY 11050 Tel 1 516 632 7200 Fax 1 516 632 7210 Visit us at our website http www tadirantele com Email coral tadirantele com FlexIP SoftPhone UserGuide Version 2 xx 2nd Edition 2004
18. oftPhone becomes animated and wave lines appear as indicated below Ringing E Not ringing Tr only when SoftPhone interface 1s active m If the incoming call is from someone in your list of programmed user keys the associated key will flash only when SoftPhone interface is active To answer the call select one of the following m Click S5 m Click the pop up notification that appears when an incoming call is received Incoming call from Simon Hoffman Click to answer m Click to answer the call m If someone from your programmed list calls you the LED beside that name will flash and you can click on the button to answer the call If you created an auto answer rule for a specific number as explained on page 3 9 and in the online help the call will be answered automatically as per the rule definition However if you are in the middle of another call the incoming call will not be answered automatically TS XN gt Yo Pan S O 3 6 2 FledP SoftPhone User Guide Using the Call Log The Call Log details all incoming and outgoing calls that have been made using the SoftPhone Click o to launch the Call Log Figure 3 2 Call Log J Call Log i 7 a 2 Calling Number Called Number Remote Mame Date Time Duration Type Status Filter 3 ER 2890 Aryeh David 2003 10 02 09 43 18 00 00 00 a 4 Eg 2195 Simon Hoffman 2003 10 02 09 43 25 00 00 00
19. sets 0 Speaker Activates a dial tone or answers an incoming call TS gt Yo O FledP SoftPhone User Guide 3 3 2 Accessing the FlexIP SoftPhone Starting the FlexIP SoftPhone To start the SoftPhone From the Windows Taskbar select PAstart gt Programs gt SoftPhone gt SoftPhone or m Click on the desktop icon T Minimizing the FlexiP SoftPhone Click in the upper right corner to minimize the SoftPhone The SoftPhone remains active and you will still be alerted about any incoming calls The SoftPhone is accessible via the ssoftrhone taskbar icon Maximizing the FlexIP SoftPhone Double click KE in the Windows system tray to maximize the SoftPhone Closing the FlexIP SoftPhone Click amp in the upper right corner to close the SoftPhone The SoftPhone remains active and you will still be notified of incoming calls The T icon will remain in the system tray only Exiting the FlexiP SoftPhone To exit the SoftPhone m Click the Main Menu icon 83 and select Exit or m Right click on TI in the system tray and select Exit Or m Right click on sofphone in the taskbar an select Close or m Press Alt F4 while the SoftPhone window is active TS XN gt Yo Pan S O 34 2 FledP SoftPhone User Guide 3 Operating the SoftPhone Making a Call The SoftPhone lets you make outgoing calls using many of the methods you might currently use on
20. te personal routing rules that are applied to incoming calls automatically You can also add cumulative rules to create a hierarchical list of rules applied to incoming calls that match one or more criteria These rules can be created and modified using the Rules Wizard Click gt and select Rules Wizard The Rules Wizard window appears Figure 3 4 Rules Wizard JJ Rules Apply rules in the following order Mm ams m ee oe ee COMING C3 Modify Delete New Rename Apply this rule on an incoming call after 09 30 divert it to 2195 Ok J Cancel Creating Rules You can define various conditions under which to apply a rule such as calls from to a specific number calls arriving when you are in a specific state or calls received before after specific date time You can then determine an action that will apply to the call such as auto answering the call or diverting the call to an alternate destination Additionally you may automatically launch a chosen file or application upon receipt of the incoming call Modifying Deleting and Renaming Existing Rules You can modify delete or rename an existing rule using the Rules Wizard 3 w x gt 2 2 O FledP SoftPhone User Guide 39 ros w 50 2 D O 3 10 2 FlexP SoftPhone User Guide N amp radiran Telecom Business Systems Ltd International Headquarters Tadiran Telecom Business Syste
21. ther to a number that you have called or to a number of someone who called you To makes a call highlight a call record right click and select Make Call TS w gt Yo 2 O FledP SoftPhone User Guide gt 3 7 Using the Directory PN NOTE KY Full functionality will be available in a future phase The SoftPhone features an advanced Directory option that enables you to store contact information for your colleagues friends and family You can add edit and delete contacts freely from the contacts section You can also search for a contact The SoftPhone displays existing Microsoft Outlook contacts Any changes you make to the contacts in the SoftPhone also affect your contacts list in Outlook Additionally you can call a number directly from the stored contact information in the Directory by dragging the name of the person you wish to call to the input field above the keypad or by right clicking the name of the person and selecting Make Call from the menu Click to launch the Directory Figure 3 3 Directory Antonio Jobim Benjamin Perry Sesilia Bening Ronald Johnson Kathy Cohen Sue McLogen Panny Brown Kortny Tailor Anny Sandman Krissy MacLaod Vincent Belmont Peggy Smith Daniel Mantel Ct t Cr es i a G B G Add Delete Modify Contact TS 2 Vo D O 38 FlexP SoftPhone User Guide Working with Rules You can crea
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