Phontage User Guide
Contents
1. 5 7 5 1 6 DG A eS US PUES E E E E E E E E 5 7 32 i EK E 5 8 5 3 MONS IVES seas e HE 5 8 5 3 1 Phonebook Manat e ISI NN c 5 8 5 3 2 Short Cut Mana Meneses 5 10 1 1ss 3 0 amp La N RTEL Phontage Desk top Installer amp User Guide 5 3 3 CIS RR UT 5 10 5 3 4 AD A EEN Eee 5 11 5 3 5 biduo P E OO OE Oo O 5 11 5 3 6 Video Disp Ay ac 5 11 5 3 7 Applicaton S HATING sitiada 5 11 5 3 8 Calor Ward das 5 12 5 3 9 i 5 13 SENI ME CERVUS c e OO O EE 5 13 IO EDAP 5ean ie sec osin see eaict qos ceasdnca ET aon nea dun domeratateanc ETE EE E ET E ET 5 14 Sode A N delle 5 15 5 4 as ME ii pda 5 17 5 4 1 A OA 5 17 5 4 2 POO dp A N 5 17 D o VIC O10 AAA eo A E aa TRUE ONDES ur E 6 1 6 1 Piu mp M Y 6 1 6 2 INNS Se T O Soo dos e PES PE a O e el E I NU CER DU PD OSEE GE DG 6 1 6 3 ie AAG Eo m o ED Ea aen anne 6 2 6 4 V SPIRI METUIT INT To D Dmm 6 2 6 5 AG AAA rer Eee 6 3 6 6 E e o A E SEER 6 3 6 7 APPO MSM iii ica sa 6 4 7 Simple Favorites amp Connected Lists msiinsatoserassisalin nicole siesta lic ero nut 203 ida Kad Deve uae 7 1 7 1 Simple Favorites Contact Lists reader 7 1 TZ Sa2. 2 Installation and Setup Set up of the Phontage is a four step process 1 Connect the PC to the Host System 2 Install the Phontage application on the User PC 3 Install system lock key 4 Login to complete System registration of the Phontage Completing the login and registration process may require assistance from the system administrator to adjust any necessary settings The System will require a User ID and Password Also for remote users Phontage will require entry of the host System IP Address Prior to installation the PC and operating system should be verified for compatibility with the Phontage application Assure that the PC and Operating System OS comply with the minimum requirements of the following Sections 2 1 and 2 2 2 1 System Requirements The minimum requirements for the Phontage PC are described below Pentium 4 or compatible CPU GHz clock speed or higher 256 Mbytes RAM 200 Mbytes of free hard drive space 1024 X 768 resolution monitor CD ROM drive Video Web cam only required for real time video USB Headset Recommended NOTE Voice quality may differ depending on the type brand of headset used 2 2 Supported Operating Systems Phontage can run under any one of several Microsoft Operating Systems including Microsoft Windows Vista Microsoft Windows 2003 Microsoft Windows XP Home Microsoft Windows XP Professional Microsoft Windows 2000 Professi
3. Setting Stay On Top Transparent Window k Window Option k Go To Trav Ctrit lt G Cha lt 5 1 1 Logout The Logout item will terminate the User connection to Phontage and will display the i Desired Number Login screen Closing the Login screen will User ID Remeber User ID then terminate the Phontage application sra Pr Checking the Desired Number box will allow ton PP Tray Start entry of a preferred station number if SS Network available for your Phontage NOTE Desired Number is only available on the iPECS system 5 1 2 Setting The Setting item will display a sub menu where the User can determine the Connection Mode Language Dialing rules Ring tone etc view Tools Help NOTE The ipLDK system only supports the Remote Connection mode Cer GIE L Setting System Connection Stay On Top Change Password Logout Transparent Window IP Bridge Mode Window Option Preference Codec Go To Tray Ctri Alt G Language Exit Chri4 Alt Dialing Rules Popup amp Outlook Call Lag On CFF b Differential Ring Audio Hook Switch Setting 5 1 iss 3 0 LG NORTEL Phontage Desk top Installer amp User Guide 5 1 2 1 System Connection The Phontage can be registered to a System in Local or Remote Mode In the Remote Mode Systems will allocate a VoIP channel to support the call The VoIP channel will implement Network Address amp Port Transl
4. Help gt About screen of the application as it is installed on your PC Ta Install this application For Anyone who uses this computer all users G Only For me David E e 3 Click on the appropriate radio button Emma E to select your Phontage license type Vi ied NOTE The Pro version 1s available Choose the type of installation by clicking one of the buttons O Basic s Basic Call Features DE Conversioni Outlook Ack Goldmine Excel In Korea only Appointment Calendar Flexible Button Scheduled Dialing Call Recording First Party External Instant Messaging All Basic Features Outlook Pop up with Exchange Server Call Assistance Transparent Windows Conference Management Meet me Video Call All Pro Features voice Mail Back up Management Internal Instant Messaging IM Chatting 5M5 Suto Call Recording Managementa Party Application Sharing 4 The Destination folder for the Phontage application can be im Phontage InstallShield Wizard Destination Folder modified by clicking on the Click Next Eo install to this folder or click Change to install to a different Folder Change button shown The Install Phontage to default directory is recommended to C Wrogram FilesWPhontage tt continue click on the Next button 5 Phontage install wizard will complete the Phontage application installation cancel 2 5 System Lock key Prior to registration of the P
5. 1 2 3 Click on the Listen button to hear the selected ring tone 4 Click on the OK button to close the Bell Sound 5 5 iss 3 0 Lc N RTEL rm Ces Phontage Desk top To select a Ring Tone for use Open the P Phone window refer to Section 9 7 Click on the PGM fixed feature button Dial 1 for Ring Tone Selection Dial for Intercom Ring or 2 for CO IP ring suce ue iw du Click on the SAVE button NOTE ipLDK supports Ring 1 only 5 1 2 10 Audio Control Phontage can control the sound device employed Select a Speaker for playing back Ring DTMF and select a Speaker and a communication Microphone for The Speaker can be defined separately for voice and ring signals Selecting the Audio device drop down menu will display the device choices available 5 1 2 11 Hook Switch Setting Hook Switch Setting provides remote hook for answering or dropping a call using one of several Headsets The supported Headsets include CS 1 Audio 910 Headset 2 CS 50 60 USB Headset 3 GN8120 Headset Headsets have different remote hook switch and functions To use one of the listed headsets with Phontage refer to the Manual packaged with the headset 5 6 c NORTEL Installer amp User Guide Dial the desired Ring Tone 1 4 a short burst of the tone will be heard Sound Device For Ring DTIMF Speaker Realtek 2097 Audio Realtek 40297 Audio Sound Device For Communication Speaker Re
6. A recording can be initiated using the Record button which will illuminate to indicate recording in progress Phontage uses the PC hard drive to record an active call The recorded files are then managed in the Recorded Calls list accessed from the View menu or directly from the Recorded Calls list button in the Window View Icon Menu refer to Section 9 3 6 6 Video Calls Phontage uses your PC camera to send real time video communications over an IP based network The real time video supports transport of H 263 standard video codecs The frame rate may be increased to 15 frames second but packet loss and delay may become excessive and lower frame rates may perform better with other services When a video call is placed an IM chat channel 1s opened and can be accessed via the Text Message screen refer to Section 8 3 2 PEOR 57 dil kar To initiate a Video call ARA Logout Eg nn aR do IL 33 39 STATION 120 T l Place a call to another Phontage User 2 Select Video for a preview of the Video cam output 7 15 2006 3 Click on Send to transmit the Video Video Sharing To receive a Video call 1 When a call is received from another Phontage User select Video for a preview of the Video cam output 2 Click on Send to transmit the Video To mute turn off Video transmission 1 Right click on your video image 2 Select Stop from the pop up menu send 8 Frames sec Stop Send 1 Frames sec
7. Click on the Q button the Conference Room List screen will be displayed N b Receiver O DOX Date amp Time 2008 02 17 PE 3177143 3 Click the Create button Larene E The User can Delete or Join a Conference Room clear sendToEmal using the Conference Room List 1 Click on the Room you would like to Join or Delete 2 Click on one of the buttons shown below the Conference Room List to perform the desired function NOTE 1PECS P5 is needed for this feature 9 6 Dynamic Group Call Group Call 1s used to make a conference group call easily using the Phonebook To use this feature the MCIM should be running on the iPECS System The Group Call feature covers the following 1 Make a Group Call 2 Notification of Invitation for Group Call 3 Display Window NOTE iPECS PS is needed for this feature 9 7 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 9 6 1 Make a Group Call Using the Phonebook a new Group Call can be p Phonebook initiated e J 2 J Ge E To place a Group Call Mame Main Mun Office Phoned 1000 Phonel 1113 Phones 203 Make A Call AN Transfer Screened OtherPhoneta 4844 Transfer Unscreened Make 4 Conference Start Group Call Add New Merberts ta Group l Select the appropriate records from the Phonebook 2 Right click on the selected names and select Start Group Call from the pop up menu To ad
8. 4 Click OK OK Cancel 7 2 Connected Parties List While on a call the Connected Parties list 1s displayed in place of the Simple Favorites list The Connected Parties list shows the external and internal 90102338 parties in the current conversation A 4972 NOTE In the ipLDK System only the conference initiator will see other parties in a conference 7 1 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 8 Basic Call Control Menu bar 5 9 2006 Video Sharing 8 1 Volume Controls Separate slide controls are provided for adjusting the Speaker level Use the mouse to drag the slide control right to increase volume or drag left to decrease volume Microphone volume level is adjusted automatically 8 2 Call Handling Buttons On the Basic Call Control Menu bar are buttons for quick access to common call handling features The available buttons are Transfer Used to initiates a call transfer Conference Used to initiate and set up a conference call Hold Used to place an active call on Hold Speaker Used to answer and terminate calls 8 3 SMS amp IM Window 8 3 1 SMS Window Short Message Service SMS which is typically provided in GSM mobile networks is a service that allows you to send and receive text messages with other users A text message 1s comprised of an alphanumeric combination of up to 100 characters An SMS can be sent employing the Tex
9. All Pro Features Plus Plus B Book Management Scheduled Dial and Notification User Call Log management E mail with Outlook simple Favorites Contact List IP Bridge Fixed Line SMS A eee Audio Tuning Wizard A BER Preference Codec Selection A EEEEEEEEEEEEEEEEEEE Hook Switch Setting NOTE Features marked with may have minor differences depending on which System is used 1 1 User Programming and Limitations The Phontage generally operates in the same manner as a traditional LG Nortel IP Phone There are however several user programmable functions which are not supported due to differences in the platform 1 e PC versus ZP Phone The user programmable functions not supported by Phontage include Station Answer mode Does not support Intercom Call Announce supports only Privacy for the Station Answer mode Station Ring Download Can not download ring tone files from the System however the Phontage User can change ring tone files stored in the Phontage folder refer to Section 5 1 2 9 Audio source control A single audio path is only available and thus cannot support the dual path headset and speaker controls available with the traditional LG Nortel IP Phone Call Recording Only one call can be recorded at a time Likewise 3 Party recording should not be used because it will have an effect on the recorded speech 1 2 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide
10. Phonebook database as a back up copy or for future use To save a copy of a database 1 From the Phonebook menu select Save As 2 Select a folder if different than the Phontage folder 3 Select the filename 4 Click on the Save button The Phonebook database can be exported for use in other applications including Outlook Gold Mine and ACT or Excel To export a Phonebook database 1 From the Phonebook menu select Export 2 Select the application type Outlook Gold Mine ACT or Excel 3 Select the database 5 9 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide The Phonebook can be synchronized with an external Outlook Gold Mine or ACT database automatically Each time the Phontage is started it will use the external database as the Phonebook for synchronization auto importing To enable automatic synchronization 1 Select Sync Database from the Phonebook menu 2 Select the application type to import 3 Select the database NOTE Phontage must be re launched to synchronize any changes made directly to an external database Also during import or export of an Excel file the file may need to be closed manually 5 3 2 Short Cut Management While Phontage is active Short Cut or Hotkeys can be used Hotkey Setting for quick access to functions within the application as shown Lognjou nra in the Hotkey Setting screen Hotkey settings can be modified T cr ak c E
11. Phonebook or Call Log screen Phontage must include or remove certain dial codes to assure proper dialing through the System When a number is selected from either screen the system will g compare the number to the dialing rules codes The dialing rules country and area codes are compared to the number and if matched are deleted from the P Country ez 031 Int tional number If not matched the appropriate LD or rea nternationa Dial Area Access Code In Same Area Dialing Rules Access Code International codes are inserted preceded by the PBX i ilEering Code and CO or IP line access codes Codes are entered in es ee ee the Dialing Rules dialog box along with local codes f Insert Dialing Numbers if is found Or comparison E Time ms if P ar is To enter Dialing Rules codes 1 Select Dialing Rules from Setting sub menu ok Cad 5 3 iss 3 0 amp La N RTEL Phontage Desk top Installer amp User Guide 2 Enter the appropriate codes 3 Click on the OK button NOTE For proper operation Phonebook entries should follow normal conventions Ex country code area code number 82 031 450 4636 5 1 2 7 Popup Outlook When an incoming call is received Phontage will provide one of several Caller ID pop up screens In addition the pop up can be displayed for an outgoing call The selection of a pop up and when a pop up is displayed 1s as
12. Time menu EET 5 Select a date from the calendar and the time Date amp Time 15 2006 4 00 51 Pm menu date amp time are required entries 6 Click OK to save Ck Cancel To delete an entry from the Scheduled Dial list 1 Select the Delete or Delete All icon to remove the record the user will be asked to confirm the record deletion 2 Click OK 9 5 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 9 5 Conference Room Window Phontage includes the Conference Room feature where you can set up or join a scheduled Conference To set up a Conference Room n 1 Select Conference Room from the X View menu Room Mumber fs 2 Select the Create tab Access Code Create Delete Enter an Access Code if desired Subject y ti 4 Press Create button the Room number 5 Recevier david K R Kim will be automatically given from the Dxe amp Tme posuz Essnz k system Larten On Time 4 E To send an Email notification of the Conference clear send To Emai 1 On the lower part of the Create tab enter a Subject Select and enter the Email addresses for the Conference invitees Select a Date amp Time from the drop down menu Enter the desired message in the Contents box AGERE een A9 Click on the Send To Email button Phontage will regis
13. To send an Email from the database 1 Select the desired record s 2 Click on the Email icon from the Phonebook Toolbar the Outlook Email program will be launched and loaded with the selected recipients in the TO field Enter the subject message 4 Click Send to deliver the email Detail EDIT K R Kim ol Name K R Kim To search the Phonebook database P 4 IU C AO l Enter an alpha numeric string in the search box 0 Sram Contact name Number etc Office Tel 1 4659 offered 91223 SSS Office FAX Ema obongzelge com Office Address Korea To sort records 1n the Phonebook Home Te Celluer rea 2339 2280 Home Address A 1 Click on the header field at the top of the mos Phonebook to sort alphabetically numerically depending on the information contained in that Cancel column 2 Click again to sort in the reverse order or click a different column to sort by that information 9 2 iss 3 0 LG N RTEL ir eC Phontage Desk top To add or edit a record Installer amp User Guide Select the desired record to be edited Click on the Add or Edit icon to view the Contact Record form l Ze 3 Enter the appropriate information Name is a required field 4 To remove an image from the contact record right click on the image to view the Clear Image pop up dialog box select Clear Image and click OK 5 Click on OK to save the record in the Phonebook and synchronize wi
14. a counter for each icon The icons access the Message Lists screen with a view of messages in the selected list Voice Mail SMS and Missed Call Messages can Message Lists be played or read and managed from the 2 Number 25 Missed Call EA 2006 04 21 2S 3 01 toolbar Messages can be deleted or 2006 04 21 PE 1 39 Ea 2006 04 14 SS 3 04 returned using SMS or placing a call When assigned in the iPECS system the Phontage may receive notification for other users as a back up station refer to section 10 2 SMS Detail Contents Meeting at 3 00 NOTE Phontage running on an iPECS 100 300 600 System can save up to 10 i messages for viewing to receive more message from the system read system messages by clicking on the SMS Icon or click on the Refresh button in the SMS screen 6 1 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 6 3 Clock Calendar View The Clock and Calendar icons control the Console showing the current time or a monthly calendar with links to Outlook refer to Section 6 4 STATION 2009 T Clock Calendar 2006 04 21 icons a 6 4 Appointment Calendar Phontage Calendar displays a monthly calendar with the current date in green and any date with appointments in bold text By right clicking the mouse over a date on the calendar an Appointment Summary is displayed over the Schedule window Today s schedule will be scrolled in the Info amp Video Consol Window Th
15. oia 2 2 3 SA AAPP E o OU mM nen Pa UR Dc RU RUSSES RM ESE 2 2 2 4 Application Wiis Call AUTOM sn iidn 2 2 2 BOY SC TN Me o a apo 2 3 2 6 Mi eC AO ID NR RENE 2 4 2 6 1 A E E E OO O E A E E T 2 4 2 6 2 NEO SE Prole SOU usura 2 4 2 6 3 ISCPISIEQLIOH IO RE SELE PPP a e oo Oo A e BO CE EE 2 5 2 Connection Helper RR T 2 5 lxiv cag MT 3 3 1 Appheation Memi Dar eE PP e Eo Ro PR 0 0 E 0 o DEALEREN tastboctucauad 3 1 322 JUG c an NIGHID DOE e 9 099 9 00 0 m E Eee EDGE 3 3 3 Simple Favorites Listando ito 3 1 3 4 Herc Video CONSOLE T 3 3 5 Basie Cal Contool Men DaT RN OE 3 2 3 6 Window View con Ment DUE iuetunosieiqune os uoduder esed unte aot eto t ae etaed une esed uro aote uo Naani UE E ENES N 3 2 Quick CH Mena TT 4 4 Macias e Ol T e etn Tor re 4 4 1 1 A 4 2 4 2 Recevar I Ecc c M 4 2 4 3 Bale eye Dir its uem cr papado 4 3 ADD ES HOR Monu Dina vtemacra t tim Pesci hue eoRiae priista pio 5 I 5 1 zi 5 3d Ev T E 5 1 3 2 VN AM M 5 1 5 1 3 A A e O O li E O 5 7 5 1 4 Transparent IVONNE 5 7 3415 Ea M
16. place a call by pre dialing a number with a mouse in the Simple Dial pad pop up selecting a party from the Smart Recent Call list or the Simple Favorites list or using the PC keyboard to enter a number or Phonebook name 3 3 Simple Favorites List The User can populate the Simple Favorites list with commonly used names and numbers Using the PC mouse to select a list item and the handset icon will place a call 3 4 Info amp Video Console Icons at the top of the nfo amp Video Console maintain a count of Voice Messages and SMS messages not heard or read as well as a count of missed calls The icons may be used to quickly access the Message Lists screen The Console displays either the time of day or a monthly Calendar which will show appointment 3 1 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide dates in bold ink The Calendar links to Outlook scheduler allowing appointments to be added or modified from Phontage The Record button can be used to record a conversation and store the recording on the local PC hard drive The recording can be reviewed sent as an E mail attachment with a commentary or deleted The Phontage supports Video communications with an automatic link to a standard PC camera Activate the video camera using the Video button for a preview then open the channel to send real tme video to the remote party As an additional convenience to business Users files may be shared in a col
17. send 2 Frames sec send 3 Frames sec send 15 Frames Sec 6 3 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide To enlarge the received video window 1 Double or right click on the receive window 2 Select Video Large Display from the pop up menu f Video Large Display Norarnl View Rotate 90 View Rotate 270 View Phontage users can share file applications over the TCP connection Any active or minimized file can be viewed and manipulated by all parties Control over the file and application can be shared for a collaborative session using presentations drawings documents etc 6 7 Application Sharing The Sharing button will display the Sharing Master screen Only active or minimized files can be accessed by the Phontage sharing application To share an application file Sharing Master Ge Cli k th tt ick on the Sharit ig button Application Phontage Ddoc M Stare 2 Select the file from the Sharing Master screen Application drop down list Frame Intervalo roster a Pe MM 3 Click on the Start button to begin the sharing session Sharing Remote Des E G Ji Ig Microsoft PowerPoint K 30 presentatipn CIE ETE ppt D de e xx o o gt prey RE ASER The Sharing Remote window includes a Menu bar at the top When a User is given control the 6 4 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide file titl
18. to IP Phone Receiver Transparent Window Preference Codec Window Opti automatically indow Option NOTE 1PECS P5 is needed for this feature 5 2 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 5 1 2 4 Preference Codec Selection Phontage now supports G 711 G 723 and i File View Tools Help G729 with iPECS P5 System With Phontage the User can select a preference a AA 0 dl der codec Setting i System Connection Change Password l From the File menu select atay On Top a Setting Preference Codec Transparent Window gt LY JP Bridge Mode 2 Select the applicable codec to be Window Option Preference Codec System Codec applied to the System Web Admin Go To Tray Ctrl al G Language 6 711 verify using PGM 132 Y 6729 d B Exit trta Dialing Rules u 5 1 2 5 Language Phontage supports multiple languages English is the default and a Local Language can be designated The Local Language is translated from English and edited into the language txt file located in the Phontage program directory For additional help access the language txt text file in the Phontage folder Selecting Language will display the English Local Language selection box with the present mode checked When selecting the desired language the Phontage will automatically change all text and messages to the desired language 5 1 2 6 Dialing Rules When placing an outside call from the
19. 2 In addition the User ID and Password must be registered with the system in the Station User Login program 2 7 Connection Helper Connection Helper screen will be shown when the selected Network Adapter IP address 1s empty 0 0 0 0 Connection Helper allows the User to enter another NIC to login properly Connection Helper o IP address for selected MIC My IP Address lease select a proper NIC 150 150 131 19 1 11 Wires Network S5 S00 Based PCI Fast Etherne 132 158 13 Local C Remote Donat show this again Change and Login Ignare and Login 2 5 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 3 Phontage Overview The Phontage Main screen is shown below The Main screen is divided into several elements to provide a simple and effective User interface Each element 1s briefly discussed in this section and discussed in more detail in subsequent sections 4 Phontage 120 OG Application File View Tools Help Menu bar c 1 El Quick Call Menu bar Logout NE 00 FER ol NE 5 Cabin i i i uu 7 15 2006 Info Yideo Console Record video Sharing 4 t EN Basic Call Control Menu bar amp l CA Window view Icon Menu Bar 3 1 Application Menu bar The Application Menu bar includes File administration View screen selection Tools access and Help access menus 3 2 Quick Call Menu bar Using these menu selections the user can
20. Phontage Desktop File view Tools Help Sharing Installer amp User Guide La N RTEL Phontage Desk top Installer amp User Guide Revision History Issue 1 12 22 06 Phontage production release D OAp 12 15 06 Issue 1 12 10 07 Add limitation for call recording Issue 2 02 15 08 iPECS P5 Features Added Issue 3 04 15 09 Add limitation for Voice Mail Backup Copyright 2008 LG Nortel Co Ltd All Rights Reserved This material is copyrighted by LG Nortel Co Ltd Any unauthorized reproductions use or disclosure of this material or any part thereof is strictly prohibited and is a violation of Copyright Laws LG Nortel reserves the right to make changes in specifications at any time without notice The information furnished by LG Nortel in this material is believed to be accurate and reliable but is not warranted to be true in all cases LG Nortel and iPECS are trademarks of LG Nortel Co Ltd All other brand and product names are trademarks or registered trademarks of their respective companies Phontage Desk top Installer amp User Guide I Table of Contents Largo rel Ve STO NND 1 1 1 1 User Programming and Limitations ccccccececcceececcceeceeeeeessesesesseeeeceeeeeeeeeeasausesessseeeeeeeeeeeeeeeeeeaaaaeeeaeees 1 2 installation and C EDD oues isse sionis totales E uU LPs IRURE E 2 2 1 Dy SCC Mt UA o E O O PEO II E 2 1 2 2 Supported Operating Systems esserne dese enti Ter ivo
21. Smitha long Moi caco 11 1 iii iss 3 0 c NOORTEL Phontage Desk top Installer amp User Guide 1V iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 1 Introduction Phontage is a multi media communication tool using a PC based application to link the operation of an on screen multi button telephone with other communications related PC applications Phontage is a PC desktop application that interfaces with the user via the mouse and keyboard All the features of the LG Nortel IP Phone are available to the User In addition a Phonebook database with links to the User s Personal Information Manager PIM provides pop up windows for incoming Caller Identification Caller ID Phontage users can employ the Phonebook to place calls as well as manage contact records An optional video interface delivers a visual interface for multi party conferencing with 2 or 3 participants File Sharing allows multiple parties in a conference to view and manipulate files simultaneously Other special functions available to Phontage Users include Appointment scheduling SMS support Email and Call recording The Phontage application is available in three versions Basic Pro and Deluxe The Basic version provides a standard feature set The Pro version supports the Basic feature set and additional features such as video conferencing etc The Deluxe version includes the Pro feature set and adds recording and collaboration func
22. altek 4097 Audio Realtek ACO7 Audio hd Mic Realtek 4097 Audio Realtek ACO Audio OK Cancel Hook Switch Setting Select your headset 50 50 USE Plantronics Enable the remote hook switch Assigned Number 1 120 Assigned Number 2 M 1ss 3 0 Phontage Desk top Installer amp User Guide To enable the remote hook switch 1 Select the Headset plugged in to the PC 2 Click on the Enable the remote hook switch checkbox 3 Click on OK Place a Call CS 50 60 USB Only 1 Press Long Volume Up to dial for Assigned Number 2 Press Long Volume Down to dial for Assigned Number NOTE Refer to the manual CS50 60 USB Headset manual Receiving a Call Press Remote Hook Switch on Selected Device Drop a Call Press Remote Hook Switch on Selected Device 5 1 3 Stay On Top The Stay On Top selection from the Settings sub menu designates that the Phontage Main window should remain viewable regardless of 1f other applications are in use 5 1 4 Transparent Window The Phontage Main Window can be made transparent allowing you to view other active applications while Phontage is on top The Transparent Window can be set at one of four transparency levels High Middle Low or none Restore 5 1 5 Go To Tray The Go To Tray item of the Setting sub menu will minimize the Phontage application and send it to the System tray 5 1 6 Exit The Exit item wil
23. assword Enter the Station Hunt Group or Speed Dial number where calls will be sent Click on the OK button a E E To deactivate Call Forward 1 In the Forward screen select Clear as the Forward type 2 Click on OK 5 12 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 5 3 9 E Mail The Phontage can be used to access the Outlook Email application to send Emails Selecting Email from the Tools menu will launch the Outlook Email application The Email application can also be launched from the Phonebook screen refer to Section 9 1 5 3 10 Fixed Line SMS The Fixed Line SMS board should be installed for the rie view User to send and receive Fixed Line SMS E Fixed Line SMS should be enabled by System tss MN Administer of System This feature can be accessed by BEEN Favorite Contact Dialer menu under Tools Fixed Line SMS or Fixed Line SMS l Popup menu in Phonebook address Phonebook Management Short Cut Management Voice Record Ckri4 AlE4 R videa Display CEri AlE V Record Application Sharing Ctrl 4lk 5 Forward l i Email The Fixed Line SMS screen Send tab is for sending a ii Fixed Line SMS to an external Number KE Fixedlimesms LDAF Search Audio Tuning Wizard renes EN To Send SMS messages 1 Enter the appropriate Sender Number Send Receive 2 Enter the Target Number s
24. ation NAPT B T compatibility and packet forwarding to internal System Connection Profe Name appliances a Selecting System Connection will display the User ID Tetto System Connection screen with the present mode Password VL ERN f Local Remote System IP 150 150 131 27 checked Local or Remote When either mode 1s selected the Phontage will terminate and re connect with the host System to establish the selected Your Current IP 150 150 131 19 Your Current MAC 00 11 09 26 C6 2 connection mode Also in this screen the host System IP address and a Network Adapter Ethernet Network Adapter Selection wind Default Adapt MAC address can be entered or selected po Ue Multicast Retry Close 5 1 2 2 Password Change Selecting Password Change will display the Change Password screen To change the password Current Password 1 Type in the correct Current Password New Password 2 Type in the desired New Password Confirm New Password 3 Type in the desired new password again in the LK Cancel Confirm New Password box 4 Click on OK to save changes NOTE iPECS system only 5 1 2 3 IP Bridge Mode IP Bridge Mode can be enabled under the File a Setting menu shown for when the Phontage 1s mem Ctrl Alt L linked with IP Phone After dialing a number with System Connection Phontage and then lifting IP Phone Receiver the Stay On Top Change Password voice path will be changed
25. d new member s into a current Group Call 1 Select the appropriate records from the Phonebook 2 Right click on the selected names and select Add New Members to Group from the pop up menu 9 6 2 Notification of Invitation for Group Call When Phontage is invited to a Group Call the Notification screen will be displayed as shown Phontage will display the Group Name and Inviter s phone number To join the Group Call ES Y invited to Conf Call D tt 1 Click on the Yes button ener HE cae ae UOS 2 The Group call will be activated Group Name UCS Inviter 4844 OtherPhonetage To reject the Group Call 1 Click No button 2 The Group Call Notification screen will disappear 9 6 3 Display Window Phontage will display the following information for the Group Call after joining the call Group Call Group Name Phontage A Name Status Phone Number Ringing Call Status Ringing Busy Connect Disconnected Hang up Close To hang up the call 1 Click on the Hang up Button 9 8 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 9 7 IP Phone Window The P Phone Window allows complete access to ol all System features as well as the features available to traditional LG Nortel IP Phones oe NIAE with few exceptions based on the differences in the user platform The fixed feature keys operate in the same manner as the JP phones except the mouse is u
26. e 4 Use the Message List Tool bar and Audio controls to manage the displayed messages For 3 party messages you must be enabled in the iPECS system to delete messages NOTE A VSF VMIM is required in the host IPECS System REMARK Voice Mail Back up is not possible from Phontage in remote Mode or Voice Back up is only possible from Phontage in the local mode Refer to the System Manual for more information 10 2 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 11 Smart Tray Icon amp Menu When the Phontage application is executed a tray icon is created The icon is displayed in the Windows system tray The Smart Tray icon will display the status of the connection with the System connected or disconnected as well as message events as shown i i y23 y E Missed call SMS Waiting New Voice Mail Disconnect Connected Right click on the icon to open the Smart Tray Menu which Unknown tcozz includes fe Dawid 102 a David 102 Tray Popup Cancel Select to close the Smart Tray Menu 3 David 102 2 David 102 Tray Popup Cancel Call Assistance Select to open the Call Assistance l pain 3 Call Assistance d M run eo Unknown 101 i i Speaker Button Recent Call List Select an item from the sub menu to unknown 101 ud datan Show Main Window initiate a call E Speaker Button Select to control the speakerphone m Show Main Window Sel
27. e NOTE Others on the call should be notified of your intent to record the call prior to recording 00 00 The Recorded Call List window includes OOOO playback controls for playing a selected file The User may delete a file record a comment and or Email the recording using the Playback window controls Use the right click pop up menu to add some text as a comment for on a selected record 9 4 iss 3 0 LG NGRTEL Phontage Desk top Installer amp User Guide 9 4 Scheduled Dial Window Scheduled Dialing permits the user to enter a phone g Lonfirm number for dialing at a later scheduled time When IEEE the scheduled time 1s reached the Confirm window FAN Name 82 031 1222222 Do vau want to make a call now will appear and must be confirmed by the user before dialing will begin The Scheduled Dial screen contains a list of the phone numbers and schedules entered by the User see T The screen Toolbar allows the User to manage lla zie maz Date amp Time Name Phone Mumber Company Scheduled calls Ge 718 2006 2 59 37 PM D H Cha 82 3333333333 Nortel To add or edit a Schedule Dial 1 Click the Add or Edit icon on the Schedule Dial screen the Schedule Dialing Manager de zHi5jz0 06 4 00 51 PM Kylee screen will display 2 Enter the Name and Company scheduled Dialing Manager 3 Enter the phone number required entry Glee i Phone Mumber A 4 Click the pull down Date
28. e Time and Station number s that was party to the conversation NOTE To record 3 party conversations properly the Phontage must be idle Recorded Call List a sc amp its 2m Date amp Time Text Comme i 7 15 2006 2 58 24 PM 120 David 102 102 071514 dk 7115 2006 2 58 21 PM 102 071514 dk 7115 2006 2 58 11 PM 102 071514 dk 75 2006 2 58 05 PM 102 071514 Extension Number Caller or Called Party 10 2 Voice Mail Back up Station When enabled in the iPECS system the Phontage receives notification of voice mails for other 3 party iPECS system users Notification from the PECS VMIM increments the Voice Message count shown in the Info amp Video Console refer to Section 6 2 The 3 party Voice Messages are copied to the Voice Mail Message List where they can be managed and may be deleted by the Phontage user if available 10 1 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide To back up and manage Voice Mails from the Voice Mail Message List l Click the Voice Message icon in the Em Info amp Video Console the Voice Logout o1 BY oo 2 00 Message List will display 2 Select the desired Station from the Station drop down menu in the Message List screen Message List FO voice Mail dEl Missed Call Backup emoer File Mame zMa data to display gt 3 Click on the Backup button the messages will be downloaded to the Phontage PC hard driv
29. e Phontage Calendar display permits on screen File view Tools Help access to the Outlook Scheduler in two ways Sal o car eee 1 Double click on a date in the Calendar display Logout wo Mo E pm OR ATION T t icu dy I 3 Home 1011 12 13 14 17 18 19 20 2 Right click the mouse over the calendar date 2006 04 21 24 25 26 27 28 14 30 15 00 gt Meeting witt 15 30 16 00 gt Phontage Mi In the Summary window double click an appointment 5 Phontage wil launch the Outlook o reas Ele Edit View Insert Format Tools Actions Help Scheduler To add Or modify an a Save and Close db dReqyrence PloviteAttendess Y 4 X 2 E edit Appointment Attendee Avalabiity appointment in the Scheduler Subject Screen Location y This is an online meeting using crosoft NetMeeting E tme Wed 6 30 2003 vjfiui7am I Aldayevent 1 Enter a new appointment or End tme fed 4 30 2003 x imam v edit an existing item Qe Reminder 15 minutes v Qi show tme as Busy following the Outlook Instructions 2 When finished click on the Save and Close button the Appointment will be saved in Outlook and will be updated in the Phontage database Contacts E com Categories 8 com Private 6 2 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 6 5 Call Recording
30. e drop down list or added edited deleted with the Profile Name Tool icons 1 Select Profile Name 2 Click on the Add or Edit icon in the Network Setting screen Enter the User ID Password and Connection mode 4 Enter the IP address of the host Select OK 2 4 NORTEL Network SS rote Mame PINNAS User ID reser Remote 122 166 1 1 150 150 131 139 BLOGG ab i SOS ses Cs Password tf Local System IP Your Current IP Your Current MAT Network Adapter Selection 150 150 131 11 955 900 Based PCI Fast ll Cancel Profile Manager New 3 jpecss reso zw Remote 192 168 1 1 Ok Cancel Pre Acme User ID Password Local System IP iss 3 0 Phontage Desk top Installer amp User Guide 2 6 3 Registration Process Auto registration PECS System Only When the Phontage application is run for the first time it will attempt to register to the PECS System with the User s ID and Password When locally connected the initial registration 1s automatic assuming the system is set to allow registration refer to the System Installation manual for Registration Switch settings Manual registration All Systems When the Phontage is remotely connected or the System 1s not set to allow new registrations the Network settings must be changed from the Login screen The connection mode Remote and the System IP address must be entered refer to Section 2 6
31. e turns to a red color The connected party may be allowed control for input and locally storing the file To shift the controlling user 1 From the Sharing Master screen click on the Handover icon 2 Select the desired User by clicking on the adjacent radio button the title in the upper menu bar will turn to a red color Files are automatically sent from the Controller Master User s Phontage to the other party periodically The interval is from 1 to 10 0 seconds 5 seconds is generally acceptable for most collaborative work while longer periods are acceptable for reviews To adjust the interval 1 From the Sharing Master screen click on the Frame Interval from the drop down menu 2 Select the desired interval 6 5 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 7 Simple Favorites amp Connected Lists 7 1 Simple Favorites Contact List The Simple Favorites list 1s a list of commonly or recently used names and corresponding numbers too simplify dialing 3 Cabin The Simple Favorites list 1s used by M c 1 Selecting an item from the list 2 Click on the Phone icon to place the call em El From Favorite Contact window a name or number can be added modified or deleted To add or modify the Simple Favorite list 1 Select a contact from the list 2 Click on the Add icon Display Mame gem 3 Enter the Display Name and Phone Phone Number 4972 Number e Modify
32. ect to open the Phontage Main Window Exit Select to close the Phontage application 11 1 Iss 3 0 La N RTEL
33. ender Number lioo 3 Click on the Add Button Target Number os 4 Enter the desired Message ARA 1 5 Click on the Send button bo es ra Message This is best Clear m When a new Fixed Line SMS is received the SMS icon will illuminate and show the number of message s The message number is a sum of Internal SMS and Fixed Line SMS 5 13 iss 3 0 Lc NORTEL Phontage Desk top Installer amp User Guide If there 1s a Fixed Line SMS the Receive Tab will be shown and the following information will be displayed Date amp Time redes 0 Gc Sender Name Send Sender Phone Number Ex 08 A Date amp T Name Phone Number 2 12006 03 03 Test 33333393333 Message Arrived To Reply to SMS messages 1 Click on the Reply icon 2 The Send Tab will be shown and the Sender Number will automatically be added in the Target Number box 3 Click on the Add button 55 Contents SM Tester DD 5700 4 Enter the desired Message Click on the Send button 5 3 11 LDAP Search When LDAP Server is available to connect Phontage User can use the LDAP Search Service with a Keyword The keyword should be a Name Company or Department 5 3 11 1 Setting To use LDAP Search the following should first be LDAP Search designated on the Setting screen l Search in NOTE LDAP Server Administer should inform Server Name or IP Add
34. er to Section 5 1 2 7 The screen will show the Caller ID delivered from the System and the name referenced from the Phonebook database If Phontage is minimized the Caller Information screen will pop up to display the incoming call information or the Phontage icon in the Windows tray will flash to indicate the new call in this case Phontage must be opened to answer the call 4 2 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide To answer a call with Phontage active 1 Click on the Telephone icon from the Basic Call Control Menu bar To answer a call with Phontage minimized 1 Click on the Telephone or Phontage icon from the Caller Information pop up screen press the Enter key or Space Bar as a short cut CALL FROM STA 102 JUL 1506 02 17 pm EA David Ej 4972 To terminate a call 1 Click on the Telephone icon from the Basic Call Control Menu bar press the Enter key or Space Bar as a short cut 4 3 Enblock Dialing Phontage supports Enblock Dialing So a dialing number is quicker than overlapping dial NOTE 1PECS P5 is needed for this feature 4 3 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 5 Application Menu bar id File View Tools Help Et Call Clear 5 1 File Selecting File from the Application Menu bar will display the File menu selections File View Tools Help Logout CEri4 AlE4 L
35. et Attribute the Flexible Button E i if program screen will display Phone Number 4071 3 Use the pull down menu to assign the Speed Ses Ulsan Dial bin number for ipLDK 100 bins 00 to 19 or for the ipLDK 300 bins 000 to 099 save Close 4 Enter the number to be dialed 5 Enter an optional Description display label for the Flex Button 6 Click on the Save button NOTE If a Flex button is assigned for Paging the Speakerphone must be activated prior to selecting the Page button And the assignment should be done in idle state 9 10 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 10 iPECS System Integration Features The iPECS system supports special functionality employing the special characteristics of the Phontage PC as a terminal The integration of the IPECS system and Phontage PC enables enhanced audio file capture and management features including 1 Automatic Call Recording Phontage or 3 party 2 Voice Mail Back up Station 10 1 Automatic Call Recording When enabled in the iPECS system conversations of the Phontage and or other 3 party iPECS users are recorded to the hard drive of the Phontage PC Automatic recording is assigned under PGM 112 of the iPECS system Other stations in the system may be assigned to record conversations to the Phontage 3 party recording Recorded conversations are managed from the Recorded Call List shown which will indicate the Dat
36. hontage with the host System the host System will require installation of the Phontage software lock key This can be accomplished by the System administrator refer to the System Admin Manual for detailed instructions 2 3 iss 3 0 La N RTEL ir eC Phontage Desk top 2 6 Login amp Registration 2 6 1 Login To start the Phontage application 1 Select the Phontage shortcut icon window 2 In the Login screen enter User ID and Password and check any of the option boxes to automate login and or enter a desired Station number which the system will use for you if the number is available not supported on ipLDK System Installer amp User Guide Remeber User ID Remember Password Auto Login Tray Start Network 3 In addition to Login information the Login screen can be used to access the Network Setting screen for defining the device environment refer to the following Section 2 6 2 2 6 2 Network amp Profile Setting ic Network Settings accessed via the Login screen define the Profile Name Connection Mode Local or Remote and the IP address of the host system To modify Network Settings 1 Select Network from the Login window 2 Select Local or Remote mode 3 Enter the System IP address for remote connection In Local mode if the System IP Address is blank Phontage will use multi cast discovery messages to locate a host Defined Profiles can be selected from th
37. i Ao E A 7 1 o Basic Call Control Men Dato usaran f ceed E EEES 8 1 8 1 VOS QoS noia 8 1 8 2 Call Handling e PDT seminario 8 1 8 3 AP M 8 1 8 3 1 A ON sc o o se er snes oc O rl E E 8 1 8 3 2 UN TO EEN TES DERER 8 2 D WON MEN EN IEEE BE e TE E E E E E 9 1 9 1 Pion DOOL WACO rtp 9 1 92 Cal Los WV NOY ia eee 9 3 9 3 FRC CORO COG AE T GERE 9 4 9 4 ICME CUMS Nb 9 5 9 5 COMPETENCE FR OOM WINGO W sarria iaa 9 6 9 5 1 Enhanced Coni rece ROOM uranio tia EEA EEES OEA EEEO 9 7 9 6 Dynamic Group Call totales 9 7 9 6 1 Make aro biog Cala pi 9 8 9 6 2 Notification of Invitation for Group Call eeeeesessssesssessseseseeeeeeeee nn nnne nnn nennen enses nn nnns 9 8 ii iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 9 6 3 BROREN NOW Tc 9 8 9 7 IP PRONG W ITOO A 9 9 9 8 Plex Button Window RTT i a a A AE aaia 9 9 10 iPECS System Integration Features avaricia lista ra Oo o qox 10 1 10 1 FREDET STEDE TE SE GU INC COR ATWO epa EE IE E PU RON Id ESNS 10 1 10 2 Voice Mail Back up Station ooooncnnnncncncnnnnncnononononnnonnnnnnnnnnnnnnnnnnnnnno Ea r EEE r eee iaaea aani 10 1 u
38. ication Volume Control screen assists the User in adjusting the speaker volume to comfortable level If the volume is louder than necessary echo may result when user is in a conversation The be shown visually Microphone Volume will be controlled by the Volume gain will Installer amp User Guide n Audio Tuning Wizard Speaker and Microphone Device Selection Please select the speaker and microphone you would like Eo use ound Device For Ring DTI F Speaker realtek 2097 Audio E ound Device For Communication Speaker Realtek 280797 Audio ii Microphone realtek ACS Audio CP Audio Tuning Wizard Ge Speaker volume For Ring DTMF Please adjust the speaker volume to comfortable level IF the volume is higher than necessary you may be troubled by Ehe high sound when ring DTMF is generated You should hear a music playing now IF there is no sound please check belows 1 Check if it is muted in this PC 2 Check if its master wave volume is zero 3 Check Audio jack amp Headset volume level peaker Volume Communication Volume Control Automatically the speaker and microphone s wrong settings Will be Fixed For conversation And please adjust the speaker volume to suitable level You should hear what you are speaking now peaker Volume Phontage User is not able to change microphone volume La N RTEL iss 3 0 Phontage Desk top Installer amp User Guide The Auto Enable scree
39. l Alt S Short cut keys or the Sharing button in the Info amp Video Console refer to Section 6 7 5 11 1ss 3 0 amp La N RTEL Phontage Desk top Installer amp User Guide 5 3 8 Call Forward Incoming calls can be re routed to other Stations Internal Stations Network Stations Station groups System Voicemail or over CO IP resources NOTE The Call Forward screen is supported by the PECS system other systems can support the Forward function using a flex button and the IP Phone screen To activate Call Forward Unconditional or Busy No Bi Answer Forward 1 From the Tools menu select Forward to display SPEED the Forward screen C UNCOMDITIONAL C BUSY C NO ANSWER BUSY NO ANSWER CLEAR 2 Select the desired Call Forward type Unconditional No Answer Busy or Busy No Answer 3 Enter the Password if applicable 4 Enter the Station Hunt Group or Speed Dial number where calls will be sent 5 Click on the OK button OK Clase To activate Call Forward Off Premise to an external LX Nu number Password Station Hunt Speed 1 Inthe Forward screen click on the SPEED checkbox 2 Select desired Call Forward type 3 Enter desired forwarding location 4 Click on OK To activate Call Forward Remote Follow me In the Forward screen click on the REMOTE checkbox Select desired Call Forward type Enter the Station Authorization Code P
40. l terminate and close the Phontage application 5 7 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 5 2 View The View menu allows access to the Phontage optional SE elp windows and controls display of the Window View Icon Phonebook Menu bar Optional windows available are refer to Call Log Section 9 for more detailed information Phonebook Call Log Recorded Call List Schedule Dial Conference Room IP Phone Flex Button Recorded Call List Scheduled Dial Conference Room IP Phone Ctri Alt 1 Flex Button CErla AlE F The last item in the View menu View Toolbar controls the display of the Window View Icon Menu bar Checking the View Toolbar enables display of the Icon Menu bar at the bottom of the Phontage Main Window 5 3 Tools Menu mom the Tools menu you manage Me Ea pmnae agg N Phonebook Short cut keys and Call Forward settings In addition Recording a Phonebook Management Shark Cut Management Video cam Calls and Application sharing CN Call Assistance functions can be activated 1n the Tools menu STAT Favorite Contact Dialer voice Record Ckri AlE R Video Display CEri Alc V Record Application Sharing CErl Alp 5 Forward Email Fixed Line SMS LDAP Search Audio Tuning Wizard 5 3 1 Phonebook Management selecting Phonebook Management item from the Tools menu will present the Phonebook menu for to ope
41. laborative multi party conference session each party has access to and can edit the application file over the Phontage link Select the Application Sharing icon then select from the open file list The file is opened and displayed to all parties Any of the parties may manipulate the contents in real time with the Handover function NOTE Application Sharing is only available on the iPECS System 3 5 Basic Call Control Menu bar The Basic Call Control Menu bar includes separate slide volume controls for the speaker and microphone as well as Transfer Conference Hold and Speaker buttons In addition on the far left the Text Message button will access SMS and M screens NOTE IM Window is only available on the iPECS System 3 6 Window View Icon Menu bar The Phontage Window View Icon Menu bar opens the various Phontage optional windows such as the Phonebook Call Log Schedule Dial IP Phone Flex button etc The Phonebook screen displays information on contacts registered in the Contact Manger database The fully searchable and sortable Phonebook can be used to place calls and send e mails The Phonebook database can be imported from and synchronized with an external source database each time the Phontage application 1s opened Also modifications made to the Phonebook database can be automatically exported to the external database to maintain synchronization The Call Log screen maintains a database with a record of each call placed or
42. n is used to set up options relating to sound while on a conversation ci JM Enable Noise Suppression f Normal Made Medium Mode Strong Mode very Strang Mode User can run this Wizard again in the feature form g a Audio Tuning Wizard under Tool menu You have now completed the Audio Tuning Wizard You can run this wizard again in the Future From Audio Tuning Wizard menu on the application Prev Finish 5 4 Help Menu 5 4 1 Help FI The Help item from the help menu launches PDF help file named Phontage UG pdf This file should be placed in the installed program directory and also Adobe Reader should be installed on your PC 5 4 2 About The About item from the Help menu displays the version for the Phontage Version Phantage Deluxej D Ad oy Release Date OF IULI2006 Copyright 212006 LG Nortel Co Ltd This product is licensed to kylee Company 5 17 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 6 Info amp Video Console gl al LIE or See 3 Logout m on STATION 120 T 7 15 2006 Record video Sharing 6 1 Logout The Logout button located in the upper left area of the console will logs the current User out of the Phontage application and return the Login screen 6 2 Message Icons At the top right of the Console are the Voice Message SMS message and Missed Call icons Next to each is
43. ning a new or existing database saving a database importing or exporting a database 5 8 iss 3 0 Lc NORTEL Phontage Desk top Installer amp User Guide or maintaining synchronization with an external database Using the Phonebook 1s described in more detail in Section 9 1 The User may open a new blank database for use with the Phonebook window 1 Select New from the Phonebook Management menu 2 Select a folder location 3 Enter a filename 4 Click on the OK button to save The User can select the database used with the Phonebook window Once selected the database is used for Phontage Phonebook until a new selection is made by the User To open a selected database 1 Click on Open from the Phonebook Management menu 2 Select a database the file format of the database must be consistent with the cds file format of the Phontage database If a different file type is selected a warning message will be returned Various contact manager applications employ different data formats To permit use of common formats Phontage allows you to import databases from Outlook GoldMine ACT or Excel applications When imported the database format is modified to match the Phonebook database and displayed in the Phonebook window To import a database 1 Select Import from the Phonebook menu 2 Select the application type Outlook Gold Mine ACT or Excel 3 Select the database It may be a good idea to save a copy of the
44. of all calls to the phone Selecting Call Log from the Setting sub menu will display the On Off selection box with the present mode checked When enabled the Call Log is available for viewing and use 5 1 2 9 Differential Ring Logout CEriz AlE2 L Setting la Stay On Top Change Password Transparent Window IP Bridge Mode Preference Codec lg Go Ta Tray Ctri Alt Language k i Exit Ckri AlE X Dialing Rules Window Option View Tools Help ML Call Clear System Connection Alla Popup amp Outlook YDE Differential Ring id Hook Switch Setting The Phontage comes equipped with 4 ring files for notification of internal and external calls Each ring file is a wav encoded audio file The User may select the ring tone from one of these files or upload a wav type file for audible alerting NOTE Standard wav or mp3 files are supported Supported wav files should be 8 or 16 bit encoding mono or stereo at 8 0 11 025 22 05 and 44 1 KHz sampling Bell Sound CallPlusWSound Wring wav CallPlus Wound Wring2 wav G pe Add Listen CallPlus Sound Wrings war CallPlus Wound Wringd wav Listen Gl Listen Cancel Selecting Differential Ring from the Setting sub menu will open the Bell Sound screen To change a Ring tone file Click on the spyglass icon next to file to be replaced Select the desired wav or mp3 file from the PCs file system and click on the Change button
45. onal 2 1 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 2 3 System Connection A PC running the Phontage application may be connected to the System either as a local or remote device Connecting as a local device requires Phontage connect to the same LAN as the host System When connecting as a remote device the User ID and Password must be pre registered in the System database refer to 2 6 2 for remote operation set up information Figure 2 3 illustrates the connections to the System Remote Phontage Figure 2 3 Phontage Comnections 2 4 Application Installation When the Phontage CD ROM is added to the CD ROM drive of the PC an auto execute program will start and the install Wizard should appear To install the Phontage Application perform the following Steps 1 At the InstallShield Wizard screen for Phontage click on the Next button 2 2 La N RTEL ie Phontage InstallShield Wizard Welcome to the InstallShield Wizard for Phontage The InstallShield R Wizard will install Phontage on your computer To continue click Next WARNING This program is protected by copyright law and international treaties i Cancel iss 3 0 Phontage Desk top Installer amp User Guide ig Phontage InstallShield Wizard 2 Enter the User Name and Organization this Customer Information Please enter your information information will be stored in the User Mame
46. onnected or ringing in hours minutes and seconds The Toolbar at the top of the Call Log window allows the user to place a call and manage the Call Log database La N RTEL 9 3 iss 3 0 Phontage Desk top Installer amp User Guide To place a call from the Call Log window 1 Double click on the record to place the call OR 2 Select a record 3 Click the Phone icon Phontage will place a call to the phone number of record To copy a record to the Phonebook 1 Right click on the desired record 2 Click Add New Phone Book To delete an entry from the Call Log list 1 Select the Delete or Delete All icon to remove the record the user will be asked to confirm the record deletion 2 Click OK 9 3 Recorded Call List Phontage allows the User to record a conversation onto the PC hard drive Recorded conversations can be reviewed after recording In addition voice memos can be added to the recording and sent via email as attached wav files Recording can be activated from the Phontage meweseacaus OOF Tools item in the Application Menu bar from the A 3 pe Mc Name Phoni Text Comment Info amp Video Console Record button using the 9 2007 06 08 23 4 15 1143 Cabin 3829 3829 0608161525 2007 06 08 Ex 155 ITE u r Zabin MEE 29 a busi iness s talk n vith C Cabin l Voice Mail back up feature or automatically OO a3 ICabin 3829 3525 0608161519 Phontage sends a single record start ton
47. ook Call Log Recorded Calls Schedule Dial and Conference Room can be opened at a time One database the IP Phone window and Flex Button window can be opened simultaneously Most window sizes are adjustable except P Phone window 9 1 Phonebook Window Phontage maintains a Phonebook database of your contacts other Users and external Contacts may be listed in the Phonebook Use the Phonebook to place calls and send Emails to contacts 9 1 iss 3 0 c NORTEL Phontage Desk top Installer amp User Guide selected from the database Contacts can be searched sorted and managed using button on the Phonebook Toolbar When a record is added edited or deleted in the Phonebook Phontage can also update synchronize with the original source database such as Outlook refer to Section dde Phone Book To call a number from the Phonebook E amp J amp 1 From the Phonebook screen right click on Main Number 5 T Allen Wolfre 82 031 11111111111 the desired record refer to search amp sort ITC EEE instructions 82 031 123123 E Babita Lovell Make A Call 2 Select the desired function from the drop OS Transfer Screened down menu Transfer Unscreened OR Make amp Conference 3 Select the desired record Add New Edit 4 Click the Phone icon in the Phonebook Delete Toolbar Email OR Customize Column Add Scheduled Dial 5 Double click on the desired record or phone number field
48. received by the Phontage The Call Log if enabled can be viewed sorted and printed or it can be disabled so no log records are generated The Recorded Call List screen gives access to tools allowing the User to manage calls previously recorded Recordings can be played sent as an E Mail attachment deleted etc 3 2 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide In the Scheduled Dial screen the User can input a Phone number and a Date amp Time to call the number at the scheduled time the system will confirm and place the requested call The IP Phone and Flex Button screens allow the User to interface with PECS in the simple and convenient operation of a traditional LG Nortel IP Phone 3 3 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 4 Quick Call Menu bar File View Tools Help 4 1 Placing a Call Placing a call with the Quick Call Menu is quick and efficient For your convenience a number of calling options are available To place a call Simple Dial pad Simple Dial pad pop up pop up control 1 Click the Dial pad icon to open the Simple Dial pad pop up 2 Use the mouse to click and enter digits in the pre dial box Ax 3 Click on the Call button to initiate the call mU 2006 04 21 Smart Recent Call list File View Tools Help 1 Click the drop down list arrow of the pre dial box to view
49. ress ld following values Hapseercam 1 Search Base Server Name or IP Address ms Nortel c com ogin Information Search Base Login Information Login is necessary or not plions f Necessary ID and Password FF Use SSL Port m User SSL Number of Max Result Search Time Outi Sec SSLis supported or not LDAP Port Default 389 Phontage User can set following values 5 14 1ss 3 0 amp LG N RTEL ir eC Phontage Desk top Number of Max Result per Search Query Search Timeout per Search Query 5 3 11 2 Search The Search Tab consists of Input Keyword Box Matched Number Brief list of matched result Detail Information Display Dial Button To search a record 1 Input Keyword Name Company or Department 2 Click on the spyglass icon Search button To place a call 1 Click on the Call button 5 3 12 Audio Tuning Wizard Installer amp User Guide LDAP Search Input keywordiMName Company or Department kevin a Search Result Kevin kevin LG Nortel Department IT PARTNER Job Title Tel 82 888 4490 Cellular 82 010 7777 7777 PA Email kevinimig nortel com The Audio Tuning Wizard helps the Phontage User to control the Sound device easily NOTE 1i1PECS P5 are needed for this feature The Intro Window explains what the Audio Tuning Wizard is As the screen reads it Optimize
50. s the volume level of speaker and microphone for your conversation The speaker is a device for listening counterpart s voice The microphone is a device for sending your voice to counterpart La N RTEL ea Audio Tuning Wizard 6 What is Audio Tuning Wizard This wizard optimizes Ehe volume level of speaker and microphone Far your conversation The speaker is a device For listening counterpart s voice The microphone is a device For sending your voice to counterpart Please close all of the audio applications before preceding IF you want to continue click Ehe lt Next gt button Cancel Mexk 1ss 3 0 ir eC Phontage Desk top The User can select a preference for Speaker and Microphone Devices such as Sound Device for Ring DTMF Speaker Sound Device for Communication Speaker Microphone The Speaker Volume for Ring screen can assist the User in adjusting the speaker volume to a comfortable level If the volume is higher than necessary the User may be troubled by the high sound when a Ring DTMF is generated This window should play a ring sound allowing the User to appropriately adjust the sound level If the Speaker s setting is not suitable for generating a Ring DTMF the wizard will try to correct the problem If the problem is not corrected verify the following are working to remedy the situation Mute Status Zero Volume Status Unplugged Jack Status The Commun
51. sed to select dial pad and feature buttons For operation of the features refer to the System Quick Guide or the LG Nortel IP Phone User Guide 9 8 Flex Button Window The Flex Button window provides access to 48 Flex buttons in the screen Each button includes a status icon which displays the status of the CO Line or station associated with the button The button also displays a designation from the System database such as CO 001 SPD 001 etc A customized label can be assigned in g Phontage coo cone cons conn Selecting a Flex button with the left mouse E ML cocos 6 cow cop gt coos O cone Loop E Loor or activate a feature based on the function assigned to the Flex Button in the System o o 0 O database p 5744972 e ro Home set Attribute NOTE Only iPECS 100 300 600 Systems o El use this screen Other system can do this e e e button will access a CO line call a Station function from the IP Phone screen and Flex o 9 0 Button screen The System allows access to Station Speed Dial numbers which can easily be programmed to a Flex button 9 9 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide To enter and assign a Station Speed Dial to a Flex button Flexible Button 19 1 Right click the mouse on the Flex button you wish to program CO Call SPD Bi 2 Select S
52. signed in the Popup amp Outlook screen NOTE The Multi call type pop up provides added information for DID Call types To define Pop up use 1 Select Popup amp Outlook from the Setting sub menu Popup amp Outlook 5 Phontage Pop up Outlook Pop up 2 Select the desired Pop up popup selections include iW Use Pop up M Use Pop up i Simple Type Fault Fold Phontage Simple Graphic and Multi Call or IET oo 7 the Outlook Contact screen shown f Muti Call Type Pop up Timing Multi Call Pop up amp David E 4972 WERA Kim Contact ET B xl um Vos 3 Select the desired Pop up Timing 2 Wow Insert eee D frases Theme j 4 Select OK EE seve and class E b od Go d s General Details Activities Certificates All Fields Last kr Fir Mk fam Company File As K A Eim El Job title Apra This is the maiing address Ey Business Zip code zyi Homes HA State D Business Far m Ote Mobile l 000 M e KK m The Outlook pop up is normally employed for external calls but can also be used for internal calls by selecting Internal Call in the Popup amp Outlook screen NOTE Outlook contacts must include Internal Users to display the proper contact information 5 4 1ss 3 0 La N RTEL ir eC Phontage Desk top Installer amp User Guide 5 1 2 8 Call Log On Off Phontage can maintain a list
53. t Message window or as a reply to a received message refer to Section 6 2 The Phontage maintains up to ten received messages after which new messages are ignored To send a text message to other Member a All Members Users Number Number Iv 3634 F eg 3703 1 Click on the Text 3709 GSLEE home fg 3710 C 3783 Ce 37850 Message button if Vv 3790 BBELIEF m 3792 MMW E 3795 E 3798 NZ LAB needed select the enn rn corn SMS tab to show the O E 38230 E 15398371 FP pz 3851 E 3876 SMS screen Ed 36771 E 3881 E 4000 5w Lab1 4o01 Sw Lab2 2 Enter the desired text E 4119 E 4610 Text Message EA 4630 SCLEE IPP Ez 46315 ef amp H message Window access e eer zl outon OK Close 8 1 iss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 3 Click on the Send button in the SMS window the Member window will appear 4 Select the desired recipients by clicking on the check boxes 5 Click Send to deliver the message NOTE Station Lists window is for only 1PECS system 8 3 2 IM Window The M window sends and receives an instant messaging dialogue between the parties connected in a Video cam call In the M window you may initiate or interact 1n an IM dialogue with other internal users connected during an active call To use the window 1 Select the Text Message but
54. ter the Conference Room and send an Email to the listed receivers Conference Room To join a Conference Room 1 From the View menu select Conference Room Room Number Bt Access Code Z Join 2 Click on the Enter tab 3 Enter Room Number and Access Mememberis in the room Code if applicable d Cabin 4 Click on the Join button the lower mE box of the screen shows others who already are participating in the Conference NOTE iPECS and ipLDK100 300 600 support auto creation of Conference Room numbers When using other systems the room number will need to be entered manually For all systems the Conference Room number should be entered to remove the room from system 9 6 1ss 3 0 La N RTEL Phontage Desk top Installer amp User Guide 9 5 1 Enhanced Conference Room Phontage supports the following Conference Room list Conference Room Selection functions Status Creator Created 1003 MyselF Vacant Each Conference Room Status e y t Created Vacant a Vacant Each Conference Room Creator Vacant Vacant All Conference Room List Number Number Name The number of Participant To Create Conference Room Conference Room Room Enter 2 Select the appropriate room and press the Room Number Est A OK button the Conference Room List acresscode create Delete window will be closed and the selected room number will be added to the Room lll 1
55. th the source database To delete a record 1 Click on the desired record s to delete 2 Click the Delete icon in the Phonebook Toolbar 9 2 Call Log Window The Call Log window is a log of all calls placed or received by the Phontage If Call Log is enabled under the File gt Setting menu each call initiated or received will generate a record The Call Log record contains information on the call as well as data derived from the Phonebook Once the call is terminated a record is stored in the Call Log database The record may contain the following fields Date Time Date and Time of the call according to the User s PC Name Name of connected party according to the Phonebook if applicable Phone The Called or Calling party phone number from the System or carrier Call Log E c E JL J Le CE Date amp Time Name Phone number Duration 2006 04 13 Unknown 301023382280 e 2006 04 13 Unknown 201023382280 OOO Kg 2006 04 13 Unknown em 2006 04 16 Unknown Make A Call 2006 04 16 5 David Add Mew Phone Book 2006 04 16 David Delete Delete All 4972 2006 04 16 David 901023382280 2006 04 20 Unknown 2006 04 20 Unknown 2006 04 20 Unknown i 2006 04 21 5 David 2006 04 21 David ie 2006 04 21 Cabin Call Type Type of Call icon Incoming Outgoing and Answer No Answer Duration duration the call was c
56. the Smart Recent Call list TR 4d a K R Kim T 82 45099222 Cabin B Drop down arrow 2 Select the desired entry in Pre dial box 3 Click on the Call button to initiate the call Simple Favorites list 1 Double click an entry in the Simple Favorites list to initiate a Al call Simple Favorites List 4 1 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide PC Keyboard dialing OL mm 1 Use the PC keyboard to enter digits or type a name Mo listed in the Phontage Phonebook entries will appear in the pre dial box as entered 9 M 2 Click on the Call button shown to initiate the call Phonebook or Call Log screens 1 Calls can be placed directly from the Phonebook or Call Log screens by selecting a list entry 2 Click on the Call button IP Phone screen 1 Opening the IP Phone screen also will permit placing calls as with any Call Servers terminal From Other Applications Calls can be placed from other applications while the Phontage is active or minimized To place a call from another application 1 Copy the desired digit string Ctrl C 2 Press the Ctrl Shift D 4 1 1 Terminate Calls To terminate a call 1 Select the Telephone icon from the Basic Call Control Menu bar 4 2 Recetving a Call When a call is received the phone will ring and the selected Caller Information pop up screen will display ref
57. tionality The following chart lists the features and functions of each version NOTE The Basic version is supported on all Call Servers G pLDK iPECS the Pro version Korea version only is supported on all Call Servers except iPECS 100 300 600 and the Deluxe version is only supported on the PECS 100 300 600 Systems BASIC PRO Korea only DELUXE All Basic Features Plus All Pro Features Plus Login with ID and Password Video Conference 2 party Video Conference 3 party Local Remote Connection Mode Video Data On Off Status Voice Mail Backup and Management Flexible Buttons 24 Outlook Call Popup with Exchange Server 3 party Conversation Recording Multi language support Conference Management Auto Call Recording including 3 Party Call By Name Transparent Main Window function File Collaboration Application Sharing User SMS Short Message Service Call Assistance Window Internal Instant Messaging IM Chatting Automatic Database Synchronization Favorite Contact Dialer Flexible Buttons 48 Incoming Call Pop up window Smart Recent Call List LDAP Search Hotkey Support Dynamic Group Call Database Import Export User Connection Profiles smart Tray Icon amp Menu Quick Call Menu simple Dial pad pop up Display Mode Clock Calendar Phone Book Calling 1 1 1ss 3 0 amp Lc NORTEL Phontage Desk top Installer amp User Guide PRO Korea a m pe pu All Basic Features All Basic Features Plus All Pro
58. ton if needed select the IM tab to show the IM window 2 Type message and select SEND i 4 Phontage 120 DE File View Tools Help pe David CALL FROM STA 102 JUL i506 02 35 pm Ok se NAME David See vou then Cid CH GD Ge CAD CB Ca Text Message Window access button To adjust fonts 1 Click on the Character icon bottom left and select the desired font characteristics NOTE Only available on the iPECS system 8 2 iss 3 0 LG N RTEL Phontage Desk top Installer amp User Guide 9 Window View Icon Menu bar The Window View Icon Menu bar gives quick access to the various optional windows of the Phontage application 2 J aa Jeee E AA Date amp Time Phone number Company PPPPPPF 23 2 57 K Y Lee 82 031 1222222 Enter co 001 co 002 co 003 CO 004 p Room Number E91 CO 005 CO 006 CO 007 co 008 Access Code eee CO 009 co 010 LOOP LOOP Subject Meeting STA 2000 STA 2001 STA 2002 STA 2003 Recevier STA 2004 Home STA 2008 STA 2005 STA 2006 STA 2007 Date amp Time 2006 04 21 Contents On Timel STA 2009 STA 2010 STA 2011 Optional windows include Phonebook Call Log Recorded Calls Schedule Dial Conference Room IP Phone Flex Buttons Only one of the database windows Phoneb
59. xit cer Alt X T to meet your needs IP Phone nta 4 Flex Button cer Alt F d To modify the Hotkey assignments Voice Record ctrl alk R i Video Display Etri Alt Y T l Select the desired Hotkey Application Sharing creates e 2 Enter the desired Hotkey keyboard combination dai TE Conference Key fet TC Eu 3 Click on the add icon to confirm and store the new Hold Key alt H a combination Speaker Kev t 5 5 3 3 Call Assistant The Call Assistant bar is quick way to place and receive calls The bar 1s similar to the Quick Call Menu bar and is always displayed on top of the Windows desktop to minimize interference with the display ex active applications etc The bar may be dragged and dropped to any location on the User PC desktop 3 Yahoo Microsoft Internet Explorer Elio wwahon e Get Y Toolbar Make Y your home page The Contact List in the Call Assistant bar will display the User Phonebook and Favorites List for quick dialing or the User can dial from the rop down arrow desktop numeric keyboard The Call Assistant cc ast St bar also can be displayed with a small version of 41 D31 4507777 MONO the IP Phone LCD Cabin 100 Cust 1 031 11111111111 David 102 Home 1 031 22222222222 5 10 iss 3 0 Lc NORTEL Phontage Desk top Installer amp User Guide To place a call from the Call Assistant bar Click on the the drop down arrow to displa
60. y the Contact List 2 Double click on the desired entry OR OW v Display LCD 3 Click in the Call Assistant STATION 50 T Eo r window 4 Dial with the desktop numeric keys 5 Click Call To add the IP Phone LCD to the Call Assistant bar 1 Right click on the Call Assistant bar 2 Select Display LCD from the menu 5 3 4 Favorite Contact Dialer The Favorite Contact Dialer is always displayed on top of other desktop screens is populated from the Favorite Contacts List in the Info and Video Console Selecting a name from the Dialer will place a call to the User The Dialer 1s semi transparent and may be dragged and dropped to an unobtrusive location on the User PC desktop 5 3 5 Voice Record Phontage uses the PC hard drive to record an active call Recording a call is controlled using the Voice Record item in the Tools menu Ctrl Alt R Short cut keys or the Record button in the nfo amp Video Console refer to Section 6 5 5 3 6 Video Display Phontage uses your PC camera to send real time video communications over an IP based network Video calls can be established using the Video Display item in the Tools menu Ctrl Alt V Short cut keys or the Video button in the Info 4 Video Console refer to Section 6 6 5 3 7 Application Sharing Phontage users can share file applications over an TCP connection File sharing can be initiated with the Application Sharing item in the Tools menu Ctr
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