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Avaya IP Softphone 2050 User Guide

1. eee eee eee 91 Control groups cece ee 91 Accessibility Interface Menu anaana 92 Navigating Control Groups and Menu Commands 92 Using hot keys 0 0 c eee eee 94 Setting CS1000 Directory user preferences 95 Setting your language c eee eee 95 Setting the date and time 00a eee 96 Enabling the Call Timer 0 00000 eee eee eae 96 Setting Call Log options 000 eee eee 96 Using Password Administration 0 99 IP Softphone 2050 Diagnostics 103 OVENVIEW os ies chee eed eens dea AAP 103 Using the IP Softphone 2050 diagnostics 103 Troubleshooting the IP Softphone 2050 105 Connectivity problems 0c e cece eee eee 105 Audio problems 0 cee cee eee eee 110 Reset conditions 0000 cee eee eee 113 USB Headset problems 0 0 00 cence eae 114 TAPI problems sewer kah ce eatiea a Sad wae eee ees 117 IP Softphone 2050 overview IP Softphone 2050 overview The IP Softphone 2050 is a business telephone application that you can use to make and take calls over your computer Using a headset or handset connected to your PC you control calls with a click of the mouse pointer from your PC keyboard or from the USB Audio Adapter Designed to work with IP based phone systems the IP Softphone 2050 provides Voice over IP VoIP servi
2. Release Volume down gt ENE lt Expand Mute Baa HETO Answer Speaker ilo f Hold 4 4 atm Sec Dialpad IP Softphone 2050 Call Control window Figure 2 Call Control Window Compact theme silver IP Softphone 2050 File Edit Keys View Help 1216 2 04pm Forward More Soft keys Cont Inbox Messages Outbox Shift Navigation arrows Accessibility Interface The Accessibility Interface works with JAWS for Windows from Freedom Scientific screen reading software that lets visually impaired users access the full range of IP Softphone 2050 features The Accessibility Interface has been tested on JAWS Version 5 0 The screen is divided into four groups of controls Display Line and Feature Date and Time and Indicators Menu Command options in the Accessibility Interface match those in the standard Call Control window High Contrast Mode is a Microsoft Windows feature that increases legibility for visibly impaired users by increasing screen contrast Activate this feature by navigating to Start gt Control Panel gt Accessibility Options gt Display and selecting the High Contrast checkbox For more information about navigating the Accessibility control groups and Menu Command options see Accessibility Interface on page 91 IP Softphone 2050 Call Control window Call Control window elements and functions Table 1 describes the eleme
3. Managing contacts from the CS 1000 Directory Deleting CS 1000 Directory contacts To delete a contact from the Personal Directory Redial List or Callers List 1 On the Call Control window click Directory Select the Personal Directory Redial List or Callers List Search for the entry Highlight the entry Click Delete Click Confirm or Cancel oo BO N To delete the entire Redial List or Callers List 1 Click mj Directory 2 Select Redial List or Callers List 3 Click Del 4 Click Yes Finding CS 1000 Directory contacts To find contacts in Personal Directory Redial List or Callers List 1 On the Call Control window click Directory 2 Click the desired directory and do one of the following Scroll through the directory to the desired entry Togo directly to the desired entry enter the entry Search by first name last name or number Dialing from the Personal Directory To dial from the Personal Directory 1 On the Call Control window click Directory 2 Select the Personal Directory Managing contacts from the CS 1000 Directory 3 Find the contact using one of the following Scroll to the desired contact Search for the contact by name or number Enter the number of the contact to find it 4 To dial the selected entry double click the contact Dialing from the Redial List To dial from the Redial List in the CS 1000 Directory 1 On the Call
4. To stop a search click Stop Filtering a Local Directory The IP Softphone 2050 lets you filter a Local Directory making it smaller and easier to manage This feature is useful for dealing with large directories By filtering a directory you can reduce the number of names through which you must search To filter a directory 1 4 Click a Filter on the toolbar or Directory gt Filter from the menu The Filter dialog box appears From the Field and Condition lists choose your filter criteria Enter the values you want included in the filtered list For example if under the filter criteria Field Last Name Condition Starts With you enter Value C only contacts with a last name starting with C appear in the Local Directory To apply the filter click Add Dialing from the Local Directory To call a contact stored in the Local Directory 1 Open the Local Directory For details see Opening a Local Directory from the Call Control window on page 24 Find the contact you want to call You can dial using any of the following options Double click the phone number you want to dial Double click the contact s name Managing contacts from the Local Directory Right click the contact s entry and then click the desired telephone number in the menu To dial the default telephone number click Dial on the toolbar Click the arrow beside the Dial toolbar button and then c
5. Multiple Ethernet interfaces on a single PC can sometimes conflict with each other For example the IP Softphone 2050 sometimes exhibits intermittent breaks in audio when using docked notebooks that have a Xircom RealPort Cardbus Ethernet 10 100 Modem 56 PC Card PCMCIA inserted In the specific case of this PC card the problem relates to a version of the Xircom driver This driver takes CPU cycles even when it is not active and this in turn causes IP Softphone 2050 audio to become choppy Solutions for this example are Upgrade your Xircom driver Remove the PC card when the notebook is docked To upgrade your Xircom driver 1 Download and install a new PC card driver from the Xircom web site 2 Follow the installation instructions provided by Xircom Note You require administrator privileges on Windows 2000 Windows sound plays from the headset Description Troubleshooting the IP Softphone 2050 Windows sounds play from your headset instead of your computer speakers interfering with IP Softphone 2050 audio Action In some cases the Windows operating system defaults all the sounds to the new sound device To set Windows sounds to play from your computer speakers 1 Select Start gt Control Panel gt Sounds Speech and Audio Devices 2 Select Sounds and Audio Device Select Audio From the Sound Playback gt Default device list select your computer sound card Note f you do not want to use
6. Using your mouse pointer select the contact you want to delete Note To delete a range of contacts click the first contact in the range and then shift click the last contact in the range The entire range highlights You can also CTRL click to select a number of contacts in different places Delete the contact by doing one of the following Select Edit gt Delete Click X Delete on the toolbar Right click your selection and choose Delete from the menu To confirm the deletion click Yes To remove a contact from a group of shortcut links 1 2 On the Shortcut Bar select the group of shortcut links from which you want to delete a contact Right click the contact and choose Remove Item from the menu Finding contacts in the Local Directory You can search for contacts in a Local Directory by name To find a contact in one of your directories 1 Open the Local Directory For details see Opening a Local Directory from the Call Control window on page 24 Select or click either of the following Select Edit gt Find Contact Click S Find Contact on the toolbar The Find Contact window appears Enter the name of the contact you want to find 5 Managing contacts from the Local Directory Note Names in the directory are formatted as last name first name Use this format when searching for a contact Click Find Now Search results display in the Find Contact window
7. 57 Muting a call seereis isini reri eee 58 Using the Smart Functions menu 00005 58 Customizing the Smart Functions menu 59 Custom Functions for Smart Functions menu 59 IP Softphone 2050 macros 200 eee ees 62 Entering a macro 1 eee eee 62 Deleting a Macro 2 00 63 Playing a macro ee 63 IP Softphone 2050 menu commands 64 Call Control window menu command 64 IP Softphone 2050 Settings aaa 67 Opening the Settings window 0a 67 Using the Settings window cece eee 68 ie AA 69 DENG lie ee ease AA AM GA see ea aNG 73 License Servers 2c e cece eee eee 75 THOME et nad Amp eet aca ae a bee ead KALAN AL 76 FOAUUICS ssc tu ow be AA 76 El AA 77 Ali AA ania ees ws eee eho ie ee oe 77 Sound Devices 0060 c cece eee ee 77 Hardware ID xder tees hanes eww ce eee haa 79 OU KEYS a lene ka NANG Eee a els ee le 83 Text Replacements cece eee eee 83 Lamp Sounds 0 000 cece eee eee eee 84 Key TYPE sas teeta Da AN pw ews Reba ees 85 Language so 2400 bee awe RD RN NBI Mend bee eae NG 85 Expansion Module 000 eee eee eee 86 Personal Call Recording 0 000 eee aeeae 87 Plantronics USB Bluetooth Headset 87 USB Headset ani oera eee 88 ADOUL oara saraaa ANANE BRAKE KNANG 90 Accessibility Interface
8. For more information about the Call Control window see IP Softphone 2050 Call Control window on page 15 Local Directory window Use the Local Directory window to create manage and use a telephone directory stored on your local computer and to access external directories such as LDAP Outlook and WAB For more information about the Local Directory see Local Directory on page 23 Settings window Use the Settings window a series of dialog boxes to set up the various IP Softphone 2050 features IP Softphone 2050 overview For information about opening the Settings window see IP Softphone 2050 Settings on page 67 System tray icon and menu You can right click the IP Softphone 2050 system tray icon located at the right side of the Windows taskbar at the bottom of your screen to make and manage calls Expansion Module Use the Expansion Module EM to display the status of pre programmed lines for other IP Phones on the network For more information see IP Softphone 2050 Expansion Module on page 50 i2050 exe application The i2050 exe application lets the IP Softphone 2050 communicate with the server This process appears as long as the IP Softphone 2050 icon appears in the system tray IP Softphone 2050 Call Control window IP Softphone 2050 Call Control window The IP Softphone 2050 Call Control window supports the 1100 theme designed to look and feel like the deskto
9. on page 88 e Setting external lamp controls on page 88 e Using the backlight on page 90 e Configuring Smart Functions on page 90 Selecting the headset For optimal performance select the headset from the list that matches the headset currently connected to your USB Headset Adapter To choose a headset 1 From the list select the headset you are using 2 Click Apply Setting external lamp controls Note The external lamp is available on the desktop adapter only The IP Softphone 2050 supports an optional external LED lamp also known as an in use lamp The lamp provides visual indication of call status headset connection and messages waiting You can set the lamp to illuminate under the following conditions e Manual Override e Headset Disconnect e Active Call e Message Waiting Select the cadence how the lamp illuminates that you want to use for each of the above conditions Available cadences include e None e On IP Softphone 2050 Settings Flash e Flicker e Blink Manual Override With Manual Override enabled you can turn on the external lamp by pressing the Smart Functions button on your USB Headset Adapter To enable Manual Override select the cadence you want from the list To disable Manual Override select None Headset Disconnect With Headset Disconnect enabled the external lamp activates when the headset registers as disconnected from the USB Headset Adapter To enab
10. Mute To listen to the receiving party without transmitting To return to a two way conversation click the Mute button again The mute button mutes the headset microphone SO Answer To answer and make calls wa Hold To place an active call on hold The feature key label for the line on hold displays a flashing icon to indicate that the call is on hold Return to the call by clicking the Line button of the call on hold D Release To terminate an active call Line keys To access one of six programmable Line keys These keys can represent line appearances DNs or features The communication server provides the labels that appear on these keys Dialpad To dial a telephone number Use your mouse pointer to click the numbers you want to enter IP Softphone 2050 Call Control window Table 1 IP Softphone 2050 components and functions Part 3 of 3 Element Function Directory To access CS 1000 Directory features Depending on how the system administrator sets up this service use this button to access Personal Directory or other server based directory services You can use CS 1000 Directory features to place a call The call is placed on your prime line unless you select a different line i Services To access a list of network services a Expand Feature reserved for future use al To access your messages or return a call Inbox Messages amp Outbox Sh
11. Defaults IP Softphone 2050 Settings Resetting the connection To reset the server connection while the IP Softphone 2050 is running click Reset License Servers Use the License Servers dialog box to add new license servers to the Server Address list and to specify the order in which they are contacted by the IP Softphone 2050 client The server at the top of the list is contacted first followed by the second and so on To add a new License Server 1 Enter the new server IP address or DNS name in the New server field 2 Click Add The new server is added to the Server Address list 3 Click OK To change the License Server priority 1 Select the server from the Server Address list 2 Use the Increase Priority and Decrease Priority buttons to move the server up or down in the list 3 Click Apply For more information about License Servers see P Phones Fundamentals NN43001 368 IP Softphone 2050 Settings Theme Use the Theme dialog box to select the 1100 theme or one of two available compact theme colors black or silver You can also use this dialog box to switch to the Accessibility Interface To choose the theme 1 From the Theme menu select 1100 black or silver 2 Click OK If the default path was overwritten during installation then you must designate the correct path to the IP Softphone 2050 file To select the path to the IP Softphone file 1 Click Browse A Browse for
12. Use the Echo Cancellation slidebar control if echo is detected on the line during a call Certain types of headsets or PC audio speakers can cause echo to appear on the line The slider has three settings Off disables the echo cancellation controls Always On enables echo cancellation for all calls Auto allows the system to enable and disable echo cancellation as required Noise Reduction Use the Noise Reduction slidebar to increase or reduce any unwanted sounds from your environment Move the slidebar between Off and Max to find the desired level of noise reduction To restore the Advanced Audio settings to the default settings click Restore Defaults IP Softphone 2050 Settings Listener IP Note This dialog box is intended for expert users only Use the Listener IP dialog box to override port assignments when the IP Softphone 2050 application conflicts with another application on your computer Under normal operation the IP Softphone 2050 listens for UNIStim traffic on all IP addresses and IP ports You can set the IP Softphone 2050 to listen to only one specific IP address or port To use a specific address 1 Select Use a specific address The dimmed text box activates 2 Enter the address to which you want the IP Softphone 2050 to listen The format of the IP address is 99 99 99 99 To use a specific port 1 Select Use a specific port The dimmed text box activates 2 Enter the port to which you w
13. expired Upon installation there is a 30 day evaluation period during which users can evaluate the software After the 30 day period a valid license code must be entered or the software will fail to work Action Network connectivity issues can interfere with access to the License Server If connectivity is not restored within a reasonable time report this to your system administrator If the license code is invalid or has expired obtain a valid license code from your system administrator Connection is reinitializing Symptom The following message appears Connection Established Reinitializing Description This message appears after the IP Softphone 2050 establishes a connection and sends a request to the communication server to resume connection The communication server is expected to reply to this request Some communication servers direct the IP Softphone 2050 to various subcomponents causing this message to appear two or three times in rapid succession during a normal startup Troubleshooting the IP Softphone 2050 Note Under normal setup the Connection Established Reinitializing message appears briefly then disappears after successful connection Potential causes e A Connection Established Reinitializing message indicates a programming error in the communication server Action Wait a moment Under normal operation the message disappears after successful connection If the
14. filename click Browse next to the Initial directory box You can then navigate to the correct directory make your selection and click OK to finish To change the icon that appears beside this function on the Smart Functions menu click Change then go through steps 7 to 9 If you do not want to change the icon go to step 10 Click Browse Navigate to the file you entered in the Command box and select it Click Open Select one of the icons that appears Click OK To add the new function to the Smart Functions menu click OK To modify a custom function 1 2 3 4 Select the custom function you want to modify Click Modify Make the required changes Click OK IP Softphone 2050 USB Headset Adapter To remove a custom function 1 Select the custom function you want to remove 2 Click Delete 3 To confirm the deletion click Yes IP Softphone 2050 macros IP Softphone 2050 macros Use the IP Softphone 2050 to enter macros A macro is a sequence of keystrokes that you can use to automate repetitive actions For example you can program a macro that selects a particular telephone line and then dials a telephone number automatically or a macro that ensures a certain number is always dialed out on a particular telephone line To access the IP Softphone 2050 Macro Settings menu from the Call Control window click File gt Settings gt Macros All macros are listed in the Macros Settings window Yo
15. for the Softphone USB Headset Adapter features appear dimmed Symptom In the USB Headset dialog box of the IP Softphone 2050 Settings window all the features appear dimmed Troubleshooting the IP Softphone 2050 Description Either the IP Softphone 2050 does not recognize the adapter as a supported Nortel adapter or the adapter is earlier than 2 0 Supported adapters include Enhanced USB Adapter desktop Nortel Mobile USB Adapter mobile GN Netcom DuraPlus Binaural Headset GN Netcom DuraPlus Monaural Headset GN Netcom GN2020 NC Monaural Headset GN Netcom GN2100 Monaural Headset GN Netcom GN2115 ST Binaural Headset GN Netcom GN2117 ST Monaural Headset GN Netcom GN2125 NC Binaural Headset GN Netcom GN2220 NC Monaural Headset GN Netcom GN2225 NC Binaural Headset Nortel Networks Handset Nortel Networks Mobility Kit Plantronics Audio 910 Headset Plantronics Voyager 510 Headset Plantronics CS55 Headset Plantronics CS50 USB Headset not available in Europe Plantronics CS60 USB Headset Potential causes Your USB Headset Adapter does not support the functions listed on the USB Headset dialog box The USB Headset Adapter has failed to enumerate properly Action Troubleshooting the IP Softphone 2050 If you suspect faulty enumeration do the following 1 Unplug the USB cable from the USB Headset Adapter 2 Wait one minute 3 Plug the USB cable into the USB Headset Adapter This forces the U
16. message continues check for correct communication server programming Authorization failed Symptom The following message appears Authorization failed Description The IP Softphone 2050 has no authorization to use the communication server Potential causes e Your system administrator has not authorized the IP Softphone 2050 e The HardwarelD found in the Settings window under the Hardware ID dialog box does not match the HardwarelD provisioned for the communication server Action Contact your system administrator Troubleshooting the IP Softphone 2050 Unable to retrieve communication server parameters from DHCP server Symptom The following message appears DHCP server is not available Description A connection with the DHCP server cannot be established Potential causes e Network down DHCP server configuration error Action Contact your system administrator Unable to connect to GXAS server Symptom A message appears that connection to the GXAS server has failed Description A connection to the GXAS server cannot be established Potential causes e Network down e GXAS server configuration error DHCP server configuration error Action Contact your system administrator Service denied Symptom Troubleshooting the IP Softphone 2050 The following message appears Service Denied Reason XXXX Description You are not authorized to use the c
17. 0 Directory 41 Adding contacts to the Personal Directory 41 Editing CS 1000 Directory contacts 42 Deleting CS 1000 Directory contacts 43 Finding CS 1000 Directory contacts 43 Dialing from the Personal Directory 43 Dialing from the Redial List a 44 Dialing from the Callers List 0 0 44 Managing IP Softphone 2050 calls 45 Making telephone calls 0 cece eee 45 Answering telephone calls 20 00 eee eae 46 Incoming Call Notification 0 000 c eee 46 Holding and retrieving telephone calls 47 Hanging up telephone calls a 47 Support for TAPI applications aaaea 48 IP Softphone 2050 Expansion Module 50 Using the Expansion Module 05 51 Working with Groups 0000 c cece eee 51 IP Softphone 2050 Graphical External Application Server 200 cee e eee eee eee 53 Configuring the GXAS plugin aa 53 Starting the GXAS plugin 00002 c eee eee 53 Selecting a GXAS application 53 Using the session window eee 54 IP Softphone 2050 USB Headset Adapter 55 Answering calls with the USB Headset Adapter 57 Hanging up calls with the USB Headset Adapter 57 Adjusting the volume with the USB Headset Adapter
18. Control window click Directory 2 Select Redial List 3 Find the contact using one of the following Scroll to the desired contact Search for the contact by name or number Enter the number of the contact to find it 4 To dial the selected entry double click the contact Dialing from the Callers List To dial from the Callers List in the CS 1000 Directory 1 On the Call Control window click Directory 2 Select Callers List 3 Find the contact using one of the following Scroll to the desired contact Search for the contact by name or number Enter the number of the contact to find it 4 Todial the selected entry double click the contact Managing IP Softphone 2050 calls Managing IP Softphone 2050 calls The following sections describe options for managing IP Softphone 2050 calls Making telephone calls on page 45 Answering telephone calls on page 46 Incoming Call Notification on page 46 Holding and retrieving telephone calls on page 47 Hanging up telephone calls on page 47 Support for TAPI applications on page 48 Making telephone calls Before making a call ensure that you are wearing your headset To make a call 1 Open a Line using one of the following methods On the Call Control window click B Answer Headset Your main telephone line appears Select Keys gt Answer From the Call Control window select a Line key E
19. LDAP Path the path to the LDAP directory stored on your hard drive User Name and Password if applicable enter your LDAP user name and password 3 In the Security tab select from the following security protocols Use Secure Authentication Use Encryption Use SSL Encryption Use Signing Use Sealing 4 Inthe Schema tab select the desired LDAP schema from the Schema list You can use this tab to add remove or modify an LDAP Managing contacts from the Local Directory To add a new schema to the list 1 3 From the Schema tab click Add A Dialog box opens The Dialog box lists all current names and fields used by the LDAP directory In the Schema Name field enter the name you want to use for your new LDAP schema Click OK To remove a schema from the list 1 3 In the Schema tab select the schema you want to remove from the list Click Remove The LDAP Directory dialog box appears with the message Remove the schema Are you sure Click Yes To modify an existing schema 1 In the Schema tab select the schema you want to modify from the list A Dialog box opens The Dialog box lists all current names and fields used by the LDAP directory Modify the Schema Name Click OK Linking to Outlook To add a link to your Outlook directory in the Shortcut Bar 1 From the menu select Directory gt Add Link To gt Outlook Directory A Properties d
20. NORTEL Nortel Communication Server 1000 IP Softphone 2050 User Guide KANA eloTe 01010 oje 00001010 TATOO 191619 10101010010168685862349 1O 1 9 00000000011 NN wi amp 00001010101000 10101 Revision history July 2008 Standard 02 03 This document is up issued to support IP Softphone 2050 Release 3 1 February 2008 Standard 02 02 This document is up issued to add information to the USB Headset Adapter features appear dimmed section And to add information on using the Reset button in the Profiles section December 2007 Standard 02 01 This document is up issued to support IP Softphone 2050 Release 3 July 2007 Standard 01 02 This document is up issued to update Input Modes May 2007 Standard 01 01 This document is issued to support Communication Server 1000 Release 5 0 This document contains information previously contained in the following legacy document now retired IP Softphone 2050 User Guide NN 10300 054 June 2006 Standard 4 00 This document is up issued to reflect additional information about reserved keyboard keys March 2006 Standard 3 00 This document is up issued to support Nortel Communication Server 1000 4 5 for the IP Softphone 2050 Revision history Version 2 August 2005 Standard 2 00 This document is up issued to support Nortel Communication Server 1000 4 5 March 2005 Standard 1 00 This is the first issue of the document aft
21. P Softphone 2050 Expansion Module on page 50 IP Softphone 2050 Settings Personal Call Recording To use Personal Call Recording a call recording application provided by Algo Solutions must be installed Use the Personal Call Recording dialog box to e Letthe IP Softphone 2050 record calls e Launch the Personal Call Recording application e Display a warning message when call recording is enabled Information about the third party application shows in the following fields Application displays the name of the third party application e Version displays the current version number of the application e Vendor displays the vendor name of the application e Path displays the directory and file name where the third party application resides on your computer To allow the IP Softphone 2050 to record calls 1 Select Allow this application to record calls 2 Click OK or Apply To launch the call recording application on startup 1 Select Launch the Personal Call Recorder application 2 Click OK or Apply To display warning messages when call recording is enabled 1 Select Display a warning message when call recording is enabled 2 Click OK or Apply Plantronics USB Bluetooth Headset Use the Plantronics USB Headset to configure settings for Plantronics USB Bluetooth headsets IP Softphone 2050 Settings USB Headset Use the USB Headset dialog box to do the following e Selecting the headset
22. SB Headset Adapter to re enumerate Cannot hear audio through headset Ensure that your headset manufacturer matches that of the USB adapter Check all jacks and plugs for a loose connection Sound still comes out of my computer speakers Description The IP Softphone 2050 configuration does not direct all call audio to the headset Action To direct all call audio to your headset select USB Audio Device as both headset microphone and headset speaker in the Sound Devices dialog box see Sound Devices on page 77 TAPI problems As the TAPI feature is intended for use with third party applications most errors related to TAPI are resolved by consulting the documentation for the application that is generating the errors Troubleshooting the IP Softphone 2050 The following sections describe some common errors related to the TAPI feature e Attempting to use TAPI feature when IP Softphone 2050 is not active on page 118 e TAPI service provider is missing on page 118 Attempting to use TAPI feature when IP Softphone 2050 is not active Description An error message appears when trying to place a call from a TAPI application indicating that a resource needed is not available Potential causes e This is caused when the IP Softphone 2050 is not active when trying to make the call Action Make sure the IP Softphone 2050 is active before using the feature If it is running close the application a
23. Smart Functions button 55 Smart Functions 58 Soft keys 18 Speaker 20 Supported operating systems 28 System requirements 28 System tray 22 T TAPI 48 Telephony Application Program ming Interface TAPI 48 U USB Headset Adapter 57 V View menu 66 Voice over IP VoIP 11 Volume button 56 Volume 19 W Wide Area Network WAN 11 Windows Address Book directory 37 Nortel Communication Server 1000 IP Softphone 2050 User Guide Copyright 2008 Nortel Networks All Rights Reserved LEGAL NOTICE While the information in this document is believed to be accurate and reliable except as otherwise expressly agreed to in writing NORTEL PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OR CONDITION OF ANY KIND EITHER EXPRESS OR IMPLIED The information and or products described in this document are subject to change without notice Nortel the Nortel logo the Globemark SL 1 Meridian 1 and Succession are trademarks of Nortel Networks Publication Number NN43119 101 Document Release Standard 02 03 Date July 2008 Produced in Canada To provide feedback or report a problem in this document go to www nortel com documentfeedback N RT E L www nortel com
24. a code setup on page 98 e Name display format on page 99 Logging all unanswered incoming calls You can set the Callers List to log either all incoming calls or unanswered incoming calls only To log all calls or only incoming calls 1 Click Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Call Log Options Select Incoming calls 4 Select Log Mode 5 Select either of the following To log all calls select Log All Calls To log only unanswered calls select Log unanswered calls The default setting for Log Mode is Log All Calls New call indication With the new call indication option enabled the IP Softphone 2050 displays an indication message when it receives new incoming calls To enable or disable new call indication 1 Click Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Call Log Options Select Incoming calls 4 Select New call indication Setting CS1000 Directory user preferences 5 Select either of the following TO enable the feature select New call indication On To disable the feature select New call indication Off The default setting for new call indication is On Preferred name match Use pref
25. a list of supported operating systems see System requirements on page 28 To check your operating system a Select Start b Right click My Computer c Select Properties A System Properties window appears d Select General The General tab lists system registration and computer information Verify that Universal Serial Bus controllers appears in the Windows Device Manager To open the Device Manager Troubleshooting the IP Softphone 2050 Select Start Right click My Computer c Select Properties The System Properties window appears d Select Hardware The Hardware dialog tab appears e Click Device Manager 3 If Universal Serial Bus controllers does not appear in the Device Manager Ensure that USB is enabled in your computer setup menu Check for a BIOS upgrade Contact your computer supplier 4 Verify that USB Audio Device appears under Sound video and game controllers in the Windows Device Manager To open the Device Manager see step 2 5 Verify that HID compliant device and USB Human Interface Device appear under Human Interface Devices in the Windows Device Manager To open the Device Manager see step 2 6 If none of the devices in steps 4 and 5 appear in the Windows Device Manager and the conditions in steps 1 and 2 are correct then consult the USB Troubleshooting section in Windows Help 7 Verify that you have selected USB Audio Device as the microphone and speaker
26. ant the IP Softphone 2050 to listen To return the settings to their installation defaults click Restore Defaults Sounds Use the Sounds dialog box to select sound effects for when the IP Softphone 2050 connects to or disconnects from a call server You can assign a sound to any of the following three events e Server connected e Server unreachable Server unresponsive IP Softphone 2050 Settings To assign a sound to an event 1 From the Select an event list select the event to which you want to assign a sound Select Play sound Enter the path and file name of the audio file you want to use You can also search for the file by clicking browse The selected file name appears in the text box Note The IP Softphone 2050 currently supports only wav files To test the selected sound press the play arrow button To stop the sound while playing click the square stop button Hot Keys You can assign keyboard hot keys to access the full range of Call Control window functions and menu options For information about available hot keys and for adding or removing hot keys see Hot keys on page 20 Text Replacements Note This dialog box is available from the Accessibility Interface only Use the Text Replacements dialog box to modify the server supplied text in the Accessibility Interface Modification lets you shorten or eliminate superfluous language picked up by the screen reading software The te
27. ast name 24 characters e First name 24 characters e DN 31 characters e Time date ex Number of calls Redial List The Redial List can contain up to 20 entries When the list is full the system overwrites the oldest entry In Directory View mode the number you dialed displays Redial List content updates when you dial out Entries in the Redial List are sorted by Call Log time The oldest entry appears at the beginning of the list To IP Softphone 2050 Directories access the oldest entry click the down navigation key To access the newest entry click the up navigation key A Redial List entry can contain any of the following e User name up to 24 characters e DN up to 31 characters e Time of the last call occurrence Time date Opening CS 1000 Directory features To open the Personal Directory Redial List or Callers List 1 From the Call Control window click Directory 2 Scroll and select an item from the following list Personal Directory Callers List Redial List Password Administration The Personal Directory Redial List and Callers List features have a one minute time out control period If the application rests idle for one minute during any of the operations the directory feature closes and your IP Softphone 2050 returns to the idle state For information about managing contacts or making calls from the CS1000 Directory see Managing contacts from the CS 1000 Directo
28. ce of the following interfaces 1100 series theme Compact black and silver themes Accessibility Interface for the visually impaired Programmable hot keys that allow single key access to user definable features e Supported languages include Arabic Chinese Traditional and Simplified Czech Danish Dutch English Finnish French German Greek Hebrew Hungarian Italian Korean Japanese Latvian Norwegian Polish Portuguese Russian Spanish Swedish and Turkish e Two input modes Numeric Alphabetic e Support for Bluetooth and standard USB headsets e Expansion Module EM e Graphical External Application Server GXAS capability e Drag and drop dialing IP Softphone 2050 overview e Macro functions available for programming long dialing patterns Components The IP Softphone 2050 supports six main components e Call Control window on page 13 e Local Directory window on page 13 Settings window on page 13 e System tray icon and menu on page 14 e Expansion Module on page 14 e i2050 exe application on page 14 Call Control window The IP Softphone 2050 Call Control window displays the line keys feature buttons and call display Use this window to make and manage your telephone calls You also use this window to access both your Local Directory and CS 1000 Directory features Personal Directory Application Server Administration and Password Administration
29. ces using a telephony server and your Local Area Network LAN or Wide Area Network WAN The server that supports your IP Softphone 2050 determines the features you can access such as Call Conference Call Transfer and Call Forward Features The IP Softphone 2050 supports the following features e Twelve user defined feature keys six Programmable Line DN Feature Keys self labeled and six lines features accessed by pressing the shift key Four soft keys that provide access to a maximum of 10 features e Four line display e Directory capabilities stored locally on your PC or linked to external directories such as Lightweight Directory Access Protocol LDAP Microsoft Outlook and Windows Address Book WAB contact management software e CS 1000 Directory features Personal Directory Redial List Callers List and Password Administration stored on the application server for systems running CS 1000 Release 4 0 or 4 5 software e One click direct dialing from various windows and applications e Support for TAPI Telephony Application Programming Interface e Five specialized fixed keys Directory IP Softphone 2050 overview Inbox Message Shift Outbox Services Expand e Dedicated call processing keys Hold Goodbye Answer Volume Mute Navigation Message Waiting e User selected ringer that lets the PC speakers or the headset ring for incoming calls e Choi
30. crophone and speaker use the volume slider bar To mute both devices select Mute To return the settings to installation defaults click Restore Original Values Hardware ID Note This dialog box is intended for expert users only Use the Hardware ID dialog box to select the hardware address reported to your communications server The Hardware ID text box displays the current hardware address The following sections describe the Hardware ID settings e MAC addresses on page 79 e Reset button on page 80 MAC addresses The IP Softphone 2050 default IP address comes from your Ethernet hardware as a Medium Access Control MAC address If several Ethernet interfaces are installed then the IP Softphone 2050 chooses the first MAC address it detects and uses that address in all subsequent re connections Note Some Virtual Private Network VPN clients hide their MAC addresses In this case you must override the default value to prevent problems communicating with the server IP Softphone 2050 Settings Reset button When you select the Reset button in the following procedures the phone resets immediately without any warning However if you make a change to the settings and select Apply or OK the phone indicates that a reset needs to take place A warning message appears IP softphone 2050 must reset for the configuration changes to be complete Select Yes to reset now or select No if you plan on reset
31. ct Telephone Options gt Call Log Options Select Area Code Setup 4 Select 1st Code 2nd Code or 3rd Code 5 Enter the area code you want to use or edit the existing area code The default for area code setup is no area code specified Name display format You can set the IP Softphone 2050 to display the name of the incoming calling party in either of the following formats first name last name last name first name To set the name display format 1 Click Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options 5 Name Display format 3 Select last name first name or first name last name The default setting for name display format is first name last name Using Password Administration You can access Password Administration from the CS 1000 Directory features list When the system administrator defines your Station Control Setting CS1000 Directory user preferences Password SCPW on the server you can then set Password Administration functions such as e Enabling Password Protection on page 100 e Changing your personal password on page 101 With password protection enabled the IP Softphone 2050 requires authentication before allowing you to access the Personal Directory Redial List or Callers List When you attempt to access any of these password protected f
32. d Time 92 Dialpad 19 Directory 20 Display 91 E Early Packet and Late Packet Re sync 82 Edit menu 65 Expand 20 External directories 36 External LED lamp 88 F File menu 64 H Headset Disconnect 89 Help menu 66 Highwater Mark 82 Hold 19 Hot key 20 i2050 exe application 14 Inbox Messages 20 Incoming call notification window 46 Indicators 92 IP Softphone TAPI Service Provid er 48 J Jitter 82 K Keys menu 65 L Lightweight Directory Access Pro tocol LDAP 36 Line and Feature 92 Line keys 19 Line 45 Local Area Network LAN 11 Local Directory 23 30 MAC addresses 79 Macros 62 Manual Override 89 Maximize button 55 Menu command 64 Message Waiting light 55 Message Waiting 89 Mute button 56 Mute light 56 N Navigation arrows 19 Nortel USB Audio Kit 28 Nortel USB Audio kit 55 O Outbox Shift 20 Outlook directory 37 P Password Administration 99 Personal Directory 24 43 Primary display 18 Priority 90 Q Quit 18 R Redial List 25 44 Release button 56 Release 19 S Services 20 Settings 67 68 About 90 Advanced Audio 81 Audio 77 Features 76 Hardware ID 79 hot keys 83 Key Type 85 Lamp Sounds 84 Language 85 License Servers 75 Listener IP 82 macros 77 Personal Call Recording 87 Profiles 69 Server 73 Skin 76 Sound Devices 77 Sounds 82 Text Replacements 83 USB Headset 88
33. d a contact to a group 1 In the Shortcut Bar select the group of shortcut links to which you want to add a contact 2 Select the contact you want to add drag it to the Shortcut Bar and then drop it under the selected group button Note 1 You cannot directly add contacts to an external directory from within the Local Directory Note 2 lf the contents of an external directory change you must first update that directory for the changes to show in the Local Directory To update right click the imported directory and click Refresh Editing contacts in the Local Directory To edit contacts in the Local Directory 1 Open the Local Directory For details see Opening a Local Directory from the Call Control window on page 24 2 Using your mouse pointer highlight the contact you want to edit 3 Open Properties using one of the following methods Select File gt Properties Click S Right click the selection and choose Properties from the menu Properties on the toolbar 4 Select the tab you need and edit the information Click OK Deleting contacts from the Local Directory You can delete contacts from the Local Directory or remove contacts from a group of shortcut links Managing contacts from the Local Directory To delete a contact from the Local Directory 1 4 Open the Local Directory For details see Opening a Local Directory from the Call Control window on page 24
34. e 79 e Advanced Audio on page 81 e Listener IP on page 82 Sounds on page 82 Hot Keys on page 83 e Text Replacements on page 83 e Lamp Sounds on page 84 e Key Type on page 85 e Language on page 85 e Expansion Module on page 86 e Personal Call Recording on page 87 e Plantronics USB Bluetooth Headset on page 87 e USB Headset on page 88 e About on page 90 Features and functions are listed in the left pane of the IP Softphone 2050 Settings window see Figure 5 on page 67 Select the desired feature to open the corresponding dialog box IP Softphone 2050 Settings Profiles Use profiles to configure the IP Softphone 2050 Using profiles you can keep multiple IP Softphone 2050 configurations on the same computer When you make changes to any feature or function the changes affect only the current profile Note The name of the current profile appears at the lower right corner of all IP Softphone 2050 Settings dialog boxes above the Apply button see Figure 5 on page 67 If more than one profile has been created you are prompted to select a profile to use when starting the IP Softphone 2050 application To open the Profiles dialog box select Profiles from the list in the left pane of the Settings window The following sections describe how to work with Profiles e Creating new profiles on page 70 e Removing profiles
35. e or decrease the ringer volume Sound Devices Use the Sound Devices dialog box to select and set the various IP Softphone sound devices IP Softphone 2050 Settings The dialog box is separated into two areas e Headset or handset device on page 78 e Handsfree Ringing Paging Device on page 78 Headset or handset device When using a headset or handset use this area to e Select the microphone and speaker e Adjust volume e Select or clear mute status The Microphone text box displays the currently selected microphone To change the microphone select the microphone you want to use from the microphone list The Speaker text box displays the currently selected speaker To change the speaker select the speaker you want to use from the speaker list To adjust the volume of the microphone and speaker use the volume slider bar To mute both devices select Mute Handsfree Ringing Paging Device When using a handsfree ringing paging device use this area to e Select the microphone and speaker e Adjust volume e Select or clear mute status The Microphone text box displays the currently selected microphone To change the microphone select the microphone you want to use from the microphone list The Speaker text box displays the currently selected speaker To change the speaker select the speaker you want to use from the speaker list IP Softphone 2050 Settings To adjust the volume of the mi
36. eatures a prompt asking you to enter your password appears Note The default setting for Password Protection is Off Enabling Password Protection To turn Password Protection On Off 1 From the Call Control window click Directory 2 Select Change Protection mode If Password Protection is enabled a prompt asks you to enter your password 3 Click one of the following Toconfirm click Ent To delete your password click Del To clear your password click Clr Tocancel and return to the Directory list click Can 4 Ifyou clicked Ent select one of the following Enable Pwd Protection Disable Pwd Protection 5 Click one of the following To accept your selection click Yes To return to the Directory list click No 6 If you selected Yes click Done to enable or disable Password Protection Setting CS1000 Directory user preferences Changing your personal password To change your password 1 Click g Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options A prompt asks you for your password Enter your password 4 Select New Password 5 Click one of the following To select New Password click Sel To return to the previous menu click Del To clear your password click Clr To end click Can Note If you click Sel a prompt asks you to enter a
37. ech can occur due to any of the following e Low level of audio buffering e Windows transition effects e Other running applications Audio buffering Use the Audio dialog box to adjust the level of buffering between your audio hardware and the IP Softphone 2050 For details see Audio on page 77 Use the audio Quality slider to increase or decrease the amount of delay Less delay speeds up buffering but reduces audio quality Higher quality improves audio quality but slows down buffering When experiencing choppy or broken speech move the Audio Quality slider toward Higher Quality Windows transition effects The Windows operating system uses very high process and thread priorities when performing low level Windows operations such as minimizing and maximizing applications This can cause brief breaks in the IP Softphone 2050 audio streams Troubleshooting the IP Softphone 2050 To reduce the severity of these breaks turn off the Windows transition effects for menus and tool tips To turn off the Windows transition effects 1 Select Start gt Control Panel gt Display 2 Select the Effects tab or in Windows XP the Effects button on the Appearance tab 3 Clear Use transition effects for menus and tool tips Other applications Other applications running on your computer especially CPU intensive applications or applications that intercept or delay packets such as firewalls can cause broken audio
38. ed by CS 1000 Directory features To change the language used by the Call Control window see Language on page 85 Setting CS1000 Directory user preferences Setting the date and time CS 1000 systems support several date and time formats based on the 12 hour and the 24 hour clocks To select a date and time format 1 4 Click j Services A list of options appears in the display area Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Date Time From the Date Time list highlight the format that you want to use A sample of the highlighted date and time format appears in the display area of the Call Control window Select the desired format Enabling the Call Timer With the Call Timer telephone option enabled the IP Softphone 2050 automatically measures and displays the length of each call To enable Call Timer 1 3 Click j Services A list of options appears in the display area Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Call Timer Select Call Timer On Setting Call Log options Use the Call Log telephone option to configure the following preferences Logging all unanswered incoming calls on page 97 New call indication on page 97 Preferred name match on page 98 Setting CS1000 Directory user preferences e Are
39. een active callers click the appropriate Line key to resume your call Incoming Call Notification A notification window appears above the system tray when incoming calls are received This window displays the ringing line DN and the incoming caller s name and number as shown in Figure 3 Managing IP Softphone 2050 calls Figure 3 Incoming call notification window Softphone 2050 x Ti Ringing 8583 Caller Heywood Floyd 555 8686 Ng Answer Open X Close When this notification appears you can do one of the following Click Answer to answer the call Click Open to activate the IP Softphone 2050 Call Control window and select a call handling feature such as forwarding the incoming call to another line or to voicemail Click Close to close the notification window This does not disconnect the incoming call it only removes the message from your screen You can also close the notification box by clicking the close button in the top right corner When the call is disconnected a call disconnected notification appears The incoming call notification window closes automatically when the call is disconnected Holding and retrieving telephone calls Before using the phone ensure that you are wearing your headset To put a call on Hold or retrieve a call from Hold 1 Click the Line key for the active call 2 From the Call Control window click wag Hold Hanging up telephone calls Whe
40. emove a hot key 1 Open the Settings window For information about opening the Settings window see Opening the Settings window on page 67 2 Select Hot Keys IP Softphone 2050 Call Control window 3 Choose the feature group that you want to access Buttons Menu or Fields Accessibility Interface only 4 From the Items list select the feature from which you want to remove a hot key 5 Click Remove System tray icon and menu Use the IP Softphone 2050 system tray icon menu to manage phone calls and messages without opening the Call Control window To access the menu right click the IP Softphone 2050 icon in the Windows taskbar system tray From this menu you can make answer and manage your calls as well as access macros and features IP Softphone 2050 Directories IP Softphone 2050 Directories The IP Softphone 2050 uses two directories for maintaining and accessing contacts the Local Directory stored on your local hard drive and the CS 1000 Directory stored on your server e Local Directory on page 23 e CS 1000 Directory on page 24 Local Directory The IP Softphone 2050 Local Directory lets you store as many phone directories on your computer as you need You can use the Shortcut Bar to organize your contacts into smaller groups of shortcut links You can use the Local Directory to e Link to external directories such as Outlook Act and LDAP Dial from external directorie
41. er removing MVC 2050 Contents IP Softphone 2050 overview 0002eee reese 11 ALA AA 11 Components ccc cece eee ee 13 IP Softphone 2050 Call Control window 15 Accessibility Interface 0000 cee ee eee 15 Call Control window 0000 c cece eee eee 16 Accessibility Interface 000000 17 Call Control window elements and functions 18 HOt KEYS 5 atthe Sed nG dhe dee as eee ee 20 System tray icon and menu a 22 IP Softphone 2050 Directories 2255 23 Local Directory rsi paga mana Sees LEAD PRA hee pees 23 CS 1000 Directory 0 0 eee 24 Installing and setting up the IP Softphone 2050 28 System requirements a 28 Installing the IP Softphone 2050 aa 29 Managing contacts from the Local Directory 30 Adding contacts to a Local Directory 30 Editing contacts in the Local Directory 31 Deleting contacts from the Local Directory 31 Finding contacts in the Local Directory 32 Filtering a Local Directory 0 000 e eee eee 33 Dialing from the Local Directory 00000 33 Managing Groups in the Shortcut Bar 34 Using the Properties dialog box 35 Linking to external directories 36 Managing contacts from the CS 100
42. erred name match to set the way names appear in Call Party Name Display CPND If set to Off CPND displays according to your server settings If set to On CPND displays according to the matching name found in your CS 1000 Directory if a match is found To enable or disable preferred name match 1 Click Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Call Log Options Select New call indication 4 Select either of the following To enable the feature select Pref Name Match On To disable the feature select Pref Name Match Off The default setting for preferred name match is Off Area code setup Use area code setup to organize the display of incoming telephone numbers When an incoming call arrives with an area code that matches one of the three stored area codes the IP Softphone 2050 reorders the incoming call number to display the telephone number followed by the area code as opposed to the area code followed by the telephone number This reordering also applies to the order of telephone numbers found in the Callers List Setting CS1000 Directory user preferences To configure up to three saved area codes 1 Click Services A list of options appears in the display area 2 Use the up and down arrows on either the navigation cluster or on your PC keyboard to sele
43. folders dialog box opens Locate and select the IP Softphone 2050 folder in your file system Click OK Note You can also use the theme dialog box to set the IP Softphone 2050 to the Accessibility Interface For information about opening or using the Accessibility Interface see Accessibility Interface on page 91 Features Use the Features dialog box to rearrange the features found under Keys gt Features on the Call Control window The Feature Menu lists all available server supported features Use the arrow keys to move individual items up and down in the list The list includes e Message e Directory e Shift e Services IP Softphone 2050 Settings e Expand Copy Quit e Redial List e Caller List Note In CS 1000 systems the Available Features list remains empty You can access any item on the Available Features list from the Keys 5 Features list Macros For information about setting macros see IP Softphone 2050 macros on page 62 Audio Use the Audio dialog box to adjust the level of buffering between your audio hardware and the IP Softphone 2050 Use the Quality slider to increase or decrease the amount of delay Less delay speeds up buffering but reduces audio quality Higher quality improves audio quality but slows down buffering Note lf your IP Softphone 2050 audio sounds choppy or broken move the slider toward Higher Quality Use the Ringer Attenuation slider to increas
44. g Nortel supported or compatible USB audio kits e Nortel Enhanced USB Adapter desktop e Nortel Mobile USB Adapter mobile Algo Analog Terminal Adapter compatible Installing and setting up the IP Softphone 2050 The Nortel USB Audio Kit includes e USB Headset Adapter desktop or mobile e Installation Guide English and French only e USB cord Some kits also include a headset The Algo Analog Terminal Adapter ATA is a USB adapter that lets you use analog terminals instead of headsets With an Algo ATA users can for example use a cordless handset with their IP Softphone 2050 Note The IP Softphone 2050 is compatible with the Algo ATA For support see www algosolutions com Installing the IP Softphone 2050 For information about installing the IP Softphone 2050 see P Phones Fundamentals NN43001 368 or consult your system administrator Client Licensing All new and upgrade installations of the IP Softphone 2050 software require a valid license for product activation Note There is a 30 day evaluation period during which you can use the software without a license Once the 30 day evaluation period has expired the software will no longer work until a valid license code is obtained Consult your system administrator for details Managing contacts from the Local Directory Managing contacts from the Local Directory You can use the following options to manage contacts in the Local Directo
45. he profile highlighted Enter the new profile name Click OK The new name shows in the list IP Softphone 2050 Settings Selecting profiles To choose which profile the IP Softphone 2050 uses for your current session 1 From the list of profiles select the desired profile 2 Click Reset If the IP Softphone 2050 is currently running it tries to reestablish communication with the server as defined by the profile The Main Application screen opens If the IP Softphone 2050 is not currently running the Settings window closes The next time you start the IP Softphone 2050 it attempts to connect to the server as defined by the profile Note Check the server dialog box in IP Softphone 2050 Settings to see which server your current profile uses Exporting profiles To back up your personal settings or to use your profiles with other applications export your IP Softphone 2050 profiles to your computer hard drive To export your profiles 1 Click Export A Save As dialog box opens 2 Save your profiles using the file name and directory of your choice Note The export and import of profiles is for the backup and retrieval of individual settings only Profiles are not intended to be shared with other users Your current IP Softphone 2050 profiles are now saved as Config Backup Files cfx IP Softphone 2050 Settings Importing profiles Use import to restore the backed up configuration files of y
46. ialog box appears In the Directory Name field enter the name of your Outlook directory as you want it to appear in the Shortcut Bar Click OK Managing contacts from the Local Directory Linking to Windows Address Book directory To add a link to a WAB directory in the Shortcut Bar 1 From the menu select Directory gt Add Link To gt Windows Address Book A Properties dialog box appears 2 Inthe Directory Name field enter the name of your Windows Address Book directory as you want it to appear in the Shortcut Bar 3 Inthe WAB Name field enter the name of the WAB file you want to link to from the Shortcut Bar Note lf you do not know the name of the WAB file click the browse button to the right of the WAB Name field A Windows Open dialog box appears Use this dialog box to navigate and select the file you need from your file system 4 From the Properties dialog box click OK Adding external contacts to the Local Directory You can add contacts from any of the external directories to your Local Directory To add an external contact to the Local Directory 1 From the Shortcut Bar click the external directory icon you want to access A list of contacts from the selected external directory appears 2 Right click the contact that you want to add to the Local Directory 3 From the menu select Add to Local Directory The Properties dialog box appears 4 If no phone numbers appear in the Phone Number
47. ication server is running and reachable e The IP Softphone 2050 is directed to the correct IP address The Server unreachable message appears when the IP Softphone 2050 encounters a problem contacting the communication server Potential causes e Network down e Computer not connected to the network e Invalid communication server settings in the Configuration Utility e Invalid communication server settings in DHCP configuration Communication server down Action Ping another station on the network e Ping the communication server e Use the Server dialog box in the Settings window to verify the communication server IP address and port number for more information see Server on page 73 e Verify correct configuration of the communication server Check for the following an available port an available license and for correct security Unable to obtain valid license Symptom Troubleshooting the IP Softphone 2050 An error message appears that the license cannot be obtained is invalid or has expired Description When the IP 2050 Softphone is launched an error message appears in the display area indicating that the license server is unreachable or that the existing license code is invalid or has expired Potential Causes e Possible network connectivity error between the IP Softphone 2050 client and the Licensing Server An invalid license has been entered The license has
48. ics The diagnostics page appears When the diagnostics page is open the Nortel logo button provides basic menu functions such as Open Save as Print View and Zip and Email Diagnostic Files There is also a Quick Access Control toolbar with icons representing the Open Save Print Refresh and Auto Refresh functions To save the current diagnostic page 1 Click the Menu button in the top left corner of the diagnostics page window Select Save as Browse to the location where the file is to be saved Enter a name for the file Click Save The file is saved as type HTM gi AB o N IP Softphone 2050 Diagnostics To open a previously saved diagnostics page 1 o e O N Click the Menu button in the top left corner of the diagnostics page window Select Open Browse to the location of the file you want to open Select the file Click Open Using the Diagnostics View menu From the View menu you can choose from the following Refresh Select to refresh the current diagnostics page Auto Refresh Select to have the diagnostics page refresh automatically after a specified interval Set Auto Refresh Interval Select to change the auto refresh interval The default is 15 seconds You can set the interval from a minimum of 1 second to a maximum of 600 seconds System Information Select to view system information For more information about diagnostics for the IP Softphone 2050 see IP Phones Fundame
49. ift To toggle between feature key displays Speaker To answer and make calls using the handsfree speaker Hot keys You can assign keyboard hot keys to access the full range of Call Control window functions and menu options Adding a hot key on page 20 Removing a Hot Key on page 21 Adding a hot key To add a new hot key 1 Open the Settings window For information about opening the Settings window see Opening the Settings window on page 67 2 Select Hot Keys IP Softphone 2050 Call Control window 3 Choose the feature group that you want to access Buttons Menu or Select Fields Accessibility Interface only 4 From the Items list select the feature to which you want to assign a hot key 5 Under Press a new shortcut key enter the key combination Alt Ctrl V for example that you want as your hot key 6 Click Assign Note lf the key combination is already taken the previously assigned feature appears in the Shortcut Key Currently Used By text box To assign a hot key you can enter any keyboard key combination except for the following AtoZ Shift A to Shift Z e Alt A to Alt Z e 0to9 Alt 0 to Alt 9 e Asterisk Number sign Up down left and right arrow keys e Shift Up Shift Down e PageUp PageDn e Alt F1 to Alt F12 e F1 Shift F1 Ctrl F1 Ctrl Alt F1 Ctrl Alt Shift F1 e Space bar Removing a Hot Key To r
50. irectory 5 Add A text editor starts Enter the contact information Note To add a pause in the number click Pause at any time during data entry To submit the entry click Done Managing contacts from the CS 1000 Directory Note 1 Unlike the Local Directory CS 1000 Directory features Personal Directory Redial List Callers List are stored on the Application Server Note 2 You can also add contacts to the Personal Directory by copying entries from the Corporate Directory the Redial List the Callers List or other available directory applications If you are creating multiple entries in the Personal Directory you can make and edit multiple copies in an existing entry Editing CS 1000 Directory contacts To edit contacts in the Personal Directory On the Call Control window click Directory From the Directory list select Personal Directory Search for the desired entry Highlight the entry Click Edit and make the changes Click Done oo ON S Making temporary edits to contacts Use this option to temporarily edit contacts in the Redial List and the Callers List and then dial the edited entry The changes are not retained To make temporary edits to contacts On the Call Control window click Directory Select Redial List or Callers List from the Directory list Search for the desired entry Highlight the entry Click Edit and make the changes To dial the edited entry click Dial og Bo No
51. k access to IP Softphone 2050 features You can customize what appears on this menu using the Configuration Utility To access the Smart Functions menu 1 2 Press the Smart Functions button on the USB Headset Adapter Highlight the feature you want using one of the following Mouse pointer Keyboard arrow keys Volume button on the USB Headset Adapter To select the feature click OK Note 1 f only one feature shows up in the menu the Don t display this dialog again check box appears Select this check box to map the Smart Function button directly to that one available feature You can then press the Smart Function button to execute the feature directly bypassing the menu Note 2 The Smart Functions button is available only on the desktop version of the USB Headset Adapter IP Softphone 2050 USB Headset Adapter Customizing the Smart Functions menu You can customize the features that appear on the Smart Functions menu using the Configuration Utility To customize the Smart Functions menu 1 From the Call Control window select File gt Settings gt USB Headset The USB Headset Settings window opens 2 Click Configure Smart Functions The Configure Smart Functions dialog box opens 3 From the dialog box you can Add Remove or Rearrange functions from the Smart Function menu To add a function select the function you want from the Available functions list and then click Add To re
52. l Log features The system generates the content of the Redial List and the Callers List during call processing You can delete individual entries or the entire directory in the Redial List and the Callers List but you cannot add an entry or permanently change the content of an entry Personal Directory You control your own Personal Directory Use the Personal Directory to create and store up to 100 entries You can edit copy or delete individual entries or delete the entire list You can also copy entries from other IP Softphone 2050 Directories applications to the Personal Directory or from the Personal Directory to other applications An entry can contain any of the following e Last name up to 24 characters e First name up to 24 characters e DN at work up to 31 characters DN at home up to 31 characters e Cell phone up to 31 characters e Pager up to 31 characters Callers List The Callers List can contain up to 100 entries When the list is full the system overwrites the oldest entry In Directory View mode the caller s name displays along with the Callers List entry count Entries in the Callers List are sorted by Call Log time The first entry you see is the first new entry If you press the down navigation key more new items in the Callers List display If you press the up navigation key older items in the list display The following list describes the contents of a Callers List entry e L
53. le Headset Disconnect select the cadence you want from the list To disable Headset Disconnect select None Active Call With Active Call enabled the external lamp activates when the IP Softphone 2050 registers an active call To enable Active Call select the cadence you want from the list To disable Active Call select None If you enable Active Call when the USB Headset Adapter is selected as the Ringing Speaker then the external lamp also activates on incoming calls Note Any other application using the same audio channel as the USB Headset Adapter also activates the external lamp Message Waiting With Message Waiting enabled the external lamp activates when the IP Softphone 2050 registers a message waiting To enable Message Waiting select the cadence you want from the list To disable Message Waiting select None IP Softphone 2050 Settings Priority If more than one condition is enabled then the external lamp activates according to the condition with the highest priority The priority of the conditions from highest to lowest is as follows e Manual Override e Headset Disconnect e Active Call e Message Waiting Using the backlight The USB Headset Adapter uses a backlight to illuminate the buttons letting you know when the IP Softphone 2050 is running To enable the backlight select Use backlight Configuring Smart Functions The Smart Functions button on the desktop USB Headset Adapter provides q
54. lick the desired telephone number from the list Managing Groups in the Shortcut Bar You can add remove or rename groups in the Shortcut Bar of your Local Directory To open a group of shortcut links and view its list of contacts click the desired group from the Shortcut Bar To add a group to a Local Directory 1 Right click a blank area on the Shortcut Bar 2 Select Add New Group A blank group button with a blinking cursor appears at the bottom of the Shortcut Bar 3 Enter the name you want for the group and press Enter To remove a group in a Local Directory 1 Click open the group you want 2 Right click anywhere on or under the Group button and its list of contacts Select Remove Group At the Delete Are you sure prompt click Yes To rename a group in a Local Directory 1 Click open the group you want 2 Right click anywhere on or under the Group button and list of contacts 3 Select Rename Group Managing contacts from the Local Directory A cursor appears in the Group button 4 Enter the new name you want the group to be called 5 Press Enter Note To view the list of contacts within a group click the desired group in the Shortcut Bar Using the Properties dialog box Use the Properties dialog box to enter or change contact information To open the Properties dialog box 1 Open the Local Directory For details see Opening a Local Directory from the Call Control
55. move a function select the function you want to remove from the list and then click Remove To rearrange a function click the function you want to move either up or down in the menu and then click the appropriate button Move Up or Move down 4 To close the Configure Smart Functions dialog box click OK 5 To close the USB Headset dialog box click OK You can also add special functions to the Smart Functions menu Custom Functions for Smart Functions menu From the Configure Smart Functions dialog box you can add delete and modify custom functions on the Smart Functions menu To add a custom function 1 Click New 2 Inthe Name box enter the name you want to appear on the Smart Functions menu IP Softphone 2050 USB Headset Adapter 7 8 9 10 11 12 In the Command box enter the pathname and file name of the function you want to add Note f you do not know the pathname or file name of the function click Browse beside the Command box You can then navigate to the correct file select it and click Open In the Arguments box enter any arguments that are required for this function Note f you want the IP Softphone 2050 to prompt you for the argument when you select this special function select Prompt for arguments In the Initial directory box enter the pathname of the directory you want this function to use Note As with the Command box in step 3 if you are unsure of the pathname or
56. n Note Some language that you encounter in operating the IP Softphone 2050 comes from your communications server or from your computer operating system OS Setting the language from the Language dialog box does not affect either server supplied or OS IP Softphone 2050 Settings supplied language To change server supplied language see the Setting your language section on page 95 To change the currently set language 1 From the language list select the language you want 2 Click OK Supported languages include Arabic Chinese Traditional and Simplified Czech Danish Dutch English Finnish French German Greek Hebrew Hungarian Italian Korean Japanese Latvian Norwegian Polish Portuguese Russian Spanish Swedish and Turkish Expansion Module Use the Expansion Module dialog box to configure options for the Expansion Module Use the Expansion Module dialog box to e Change the View Style Group features one column of 18 keys Users can move buttons when using this view Default features three columns of 18 keys Users cannot move buttons when using this view e Add annotations to keys By default keys display the number assigned by the Terminal Proxy Server and cannot be changed Keys can be annotated to show user defined information such as a particular name or department e Restore settings back to defaults For information on using the Expansion Module see I
57. n your call ends you must manually terminate the active line Managing IP Softphone 2050 calls To terminate a telephone call 1 Click the appropriate Line key to ensure it is selected 2 From the Call Control window click B Goodbye Release Support for TAPI applications The IP Softphone 2050 has the ability to handle calls placed using TAPI Telephony Application Programming Interface compliant applications such as Microsoft Outlook This enables you to make calls from your Outlook Contacts list if the IP Softphone 2050 TAPI Service Provider has been selected as an available line source in your Phone and Modem Options The IP Softphone TAPI Service Provider supports the following features e Making calls e Answering calls e Ending active calls To enable the IP 2050 Softphone TAPI Service Provider 1 Select Start gt Control Panel gt Phone and Modem Options The Phone and Modems Options window opens 2 Click Advanced 3 From the list of available Telephony Providers select IP Softphone 2050 TAPI Service Provider 4 Click OK To make a call using Microsoft Outlook Note The IP Softphone 2050 must be active before making a call 1 On the Contacts list right click on the name of the contact you want to call and select Call Contact The New Call dialog box displays 2 Click the Dialing Options button Managing IP Softphone 2050 calls 3 From the Connect using line menu select Nortel IP Softph
58. nd restart it Try your call again If the error is still not resolved contact your administrator TAPI service provider is missing Description An error message appears when placing a call from a TAPI application indicating that a required line is not installed or is unavailable Potential causes e The file needed for TAPI service has been removed from the system or is corrupt Action Verify that the IP Softphone 2050 TAPI Service Provider is in the list of available telephony service providers by doing the following Troubleshooting the IP Softphone 2050 1 Select Start gt Control Panel gt Phone and Modem Options gt Advanced 2 Check the list of available telephony providers for the IP Softphone 2050 TAPI Service Provider If it is not listed click the Add button to try and add it If you are unable to add the IP Softphone 2050 TAPI Service Provider to the list contact your administrator Troubleshooting the IP Softphone 2050 Index A Accessibility Interface 91 Active Call 89 Answer button 56 Answer 19 Application Server Administration 27 B Backlight 56 90 C Call Control Window 1140 skin 16 compact skin 17 Caller ID 57 Callers List 25 Copy 18 CS 1000 Directory 24 41 area code setup 98 call log 96 call timer 96 date and time 96 language 95 name display 99 new call indication 97 password administration 99 preferred name match 98 D Date an
59. new password 6 Enter your new password and click Sel A prompt asks you to confirm your new password 7 Click one of the following To select New Password click Sel To return to the previous menu click Del To clear your password click Clr To end click Can Note If you click Sel your password changes If you make three consecutive incorrect password attempts within an hour the application locks you out of all password protected features for one hour Locked access displays on your telephone The application also locks you out of Virtual Office if enabled If you fail to access Virtual Office due to incorrect password attempts then the application also locks your access to other password protected features Setting CS1000 Directory user preferences If you forget your password or the system locks you out then your system administrator can reset and unlock your access at any time IP Softphone 2050 Diagnostics IP Softphone 2050 Diagnostics Overview IP Softphone 2050 diagnostics are accessible from the Help menu and provide information about specific IP Softphone 2050 software hardware and networking components This information is useful to advanced users or support personnel when investigating problems with the application Using the IP Softphone 2050 diagnostics To view the IP Softphone 2050 diagnostics page 1 Click the Menu button 2 Select Help gt IP Softphone 2050 Diagnost
60. ntals NN43001 368 Troubleshooting the IP Softphone 2050 Troubleshooting the IP Softphone 2050 The following sections describe various troubleshooting issues and suggested remedy actions Connectivity problems on page 105 Audio problems on page 110 Reset conditions on page 113 USB Headset problems on page 114 TAPI problems on page 117 Connectivity problems The following sections describes various connectivity problems and suggested remedy actions Communication server is unreachable on page 105 Unable to obtain valid license on page 106 Connection is reinitializing on page 107 Authorization failed on page 108 Unable to retrieve communication server parameters from DHCP server on page 109 Unable to connect to GXAS server on page 109 Communication server is unreachable Symptom One of the following messages appears Connecting Server unreachable Reconnecting in xx seconds 802 1 QoS is not supported on your network Troubleshooting the IP Softphone 2050 Description These messages indicate that the connection with the communication server cannot be established The IP Softphone 2050 sets a random retry time after which it attempts to reconnect This process repeats until the IP Softphone 2050 successfully connects The Connecting message appears briefly or not at all under the following conditions e The commun
61. nter the phone number using one of the following methods Dial from the number pad of your computer keyboard Dial from the Call Control window Dialpad using the mouse pointer Drag and drop or copy and paste a telephone number from Microsoft Outlook or an open Microsoft Word or Excel file onto the Call Control window Select a contact from a Microsoft application such as Outlook if the IP Softphone 2050 has been selected as a line source in the application dialing properties Managing IP Softphone 2050 calls Select Keys gt Macros and then choose the desired macro Click Directory and then a Open a CS 1000 Directory feature Personal Directory Redials List or Callers List b Scroll through the directory to find the contact you want c Select Dial Answering telephone calls Before answering a call ensure that you are wearing your headset When you receive a call the speaker to which you set your phone rings and Caller ID if available shows in the display area Note To select the speaker you want to ring click File gt Settings gt Sound Devices gt Handsfree Ringing Paging device gt Speaker Choose the desired speaker from the list You can answer a call using one of the following methods On the Call Control window click SQ Answer Headset Click the Line key of whichever line is ringing Note Answering a new call automatically puts any active calls on hold To switch betw
62. nts and functions of the Call Control window Table 1 IP Softphone 2050 components and functions Part 1 of 3 Element Function Primary display To provide call information such as Caller ID and instructions for using certain soft key features When idling the telephone displays only the date and time Soft keys To access server definable features such as Transfer for connecting calls to other people Conference for group calls and so on To select a feature click one of the four available soft labelled soft keys and then follow the instructions on the display Available soft key features vary depending on ex Your current task the features available at any time depend on your current call activity e Server support IP Softphone 2050 functionality depends on communication server configuration Note To view additional features click the More soft key G3 Copy To copy contact information from CS 1000 Directory features Quit To quit a network service or feature IP Softphone 2050 Call Control window Table 1 IP Softphone 2050 components and functions Part 2 of 3 Element Function Navigation arrows To scroll through menus and lists in the display area Use the Send Enter key at the center of the navigation cluster to confirm menu selection 1100 series theme only Volume To increase or decrease the headset volume decrease increase a
63. of different call handling options such as Conference and Transfer When not on a call you can navigate the Display group to e Program the IP Softphone 2050 Accessibility Interface Access voice mail e Use CS 1000 Directory features Personal Directory Redial List Callers List Line and Feature Choose from six available Line and Feature group keys to place or receive calls or to access a range of server supported IP Softphone 2050 features Note Only your system administrator can assign Line keys Contact your system administrator for more information about the available features that your server provides Date and Time Use the Date and Time group to check the current date and time When on a call you can check the duration of your connection in the top field of the group Indicators Use the Indicators group to check if you have a message waiting or to determine if the mute function is off or on Accessibility Interface Menu The Accessibility Interface offers a Menu Command system identical to the standard Call Control window File Edit Keys View and Help are all supported For further details see IP Softphone 2050 menu commands on page 64 Navigating Control Groups and Menu Commands You can navigate through the four Control Group fields as well as the Menu Command system using your keyboard instead of the mouse pointer Accessibility Interface This section describes the f
64. oftphone 2050 Smart Functions Available on the desktop adapter only Press this button button to access the Smart Functions menu For more information see Using the Smart Functions menu on page 58 IP Softphone 2050 USB Headset Adapter Table 2 USB Headset Adapter elements and functions Part 2 of 2 Element Function Answer button To answer an incoming call press Answer If you have no incoming call when you press this button the IP Softphone 2050 selects a line and you hear a dial tone Release button Press the Release button to terminate the current call Mute button Press the Mute button to mute a call When you mute a call you can still hear your caller but your caller cannot hear you Press the Mute button a second time to resume your conversation Mute light You can find the Mute light beside the Mute button With a call on mute the Mute light illuminates With a call off mute the Mute light remains off Volume button Use the Volume button to control the volume of the headset When the Smart Functions Menu appears use these buttons to move up and down in the menu Backlight The backlight illuminates when your headset is connected to the IP Softphone 2050 application To activate or deactivate the backlight feature click on File gt Settings gt USB Headset and select or clear the Use backlight check box IP Softphone 2050 USB Head
65. oftphone 2050 features from the Accessibility Interface For information about available hot keys and for adding or removing hot keys see Hot keys on page 20 Setting CS1000 Directory user preferences Setting CS1000 Directory user preferences Your server supports the following CS 1000 Directory features Personal Directory Redial List and Callers List To access these features click Directory on the Call Control window For general information about CS 1000 Directory features see CS 1000 Directory on page 24 For information about managing contacts or making calls from the CS 1000 Directory features see Managing contacts from the CS 1000 Directory on page 41 The following sections describe how to set user preferences for the various CS 1000 Directory features Setting your language on page 95 Setting the date and time on page 96 Enabling the Call Timer on page 96 Setting Call Log options on page 96 Using Password Administration on page 99 Setting your language To set the language used by CS 1000 Directory features 1 Click Services A list of options appears in the display area Use the up and down arrows on either the navigation cluster or on your PC keyboard to select Telephone Options gt Language From the Language list select the language that you want to use for example German Deutsch Note This procedure affects only the language us
66. ollowing e Navigating Control groups on page 93 e Navigating Menu Commands on page 93 Navigating Control groups Use the following keystrokes to move through the four Control Group fields e To move to the next field press Tab e Tomove to the previous field press Shift Tab To move to the next control group press Page down e To move to the previous control group press Page up e To skip to the first control group press Home e To skip to the last control group press End e To read the field at the current cursor location press F1 e To read the contents of the control group at the current cursor location press Shift F1 e To execute a command from the current cursor location when over an executable field press Shift Enter Navigating Menu Commands To access the Menu Command system from the keyboard press Alt the first letter of the menu you want to access For example press Alt F to access the File menu From within the Menu Command system you can e Use the arrow keys to move left and right among the five menus e Use the arrow keys to move up and down the menu highlighting options as you go e To make your selection press Enter Or press the first letter of the selection you want Accessibility Interface Using hot keys You can assign keyboard hot keys to access the full range of Call Control window functions and menu options necessary for using all of the IP S
67. om within the IP Softphone 2050 application After selecting an application you can interact with the application ina separate session window as though it was running locally on your own machine The GXAS plugin is automatically installed with the IP Softphone 2050 application Configuring the GXAS plugin Before the GXAS plugin can be used the GXAS server must be specified in the Settings menu For more information see Server on page 73 Starting the GXAS plugin You can start the GXAS plugin by double clicking the Expand to PC button or by selecting View gt Graphical External Application Server The available applications are shown in the GXAS Applications window If a default GXAS application has been previously selected click the Expand to PC button once to launch the default application in the session window Selecting a GXAS application To launch an application you can double click the appropriate icon in the GXAS Applications window or select an application icon by highlighting it and clicking OK IP Softphone 2050 Graphical External Application Serve To exit without selecting an application close the window or click Cancel GXAS applications launch in a separate session window Using the session window The active GXAS application is shown in the session window The title bar at the top of the session window indicates the name of the active application and the bottom of the session window feature
68. ommunication server Potential causes e Invalid HardwarelD in the Hardware ID dialog box see Hardware ID on page 79 e Invalid communication server configuration Action e Ensure that your communication server programming is correct e Contact your system administrator Audio problems This following sections describe Audio problems e Basic audio operation on page 110 e One way audio on page 111 e Broken or choppy speech on page 111 Windows sound plays from the headset on page 112 e Advanced audio problems due to network performance on page 113 Basic audio operation To verify the physical connection of the USB adapter and headset as well as proper Windows audio configuration 1 Record an audio message 2 Play the message back using the USB headset Troubleshooting the IP Softphone 2050 One way audio If you experience problems with one way only audio e Check that your system administrator has programmed the handsfree option on the communication server e Check that the mute button is disabled If mute is enabled the mute button on the Call Control window appears red e If your server uses a Network Address Translation NAT device check for proper NAT configuration One way only audio problems can occur when incorrect NAT configuration causes the IP Softphone 2050 to attempt to connect to the wrong IP address Broken or choppy speech Broken or choppy spe
69. on page 70 e Modifying profile names on page 70 e Selecting profiles on page 71 e Exporting profiles on page 71 e Importing profiles on page 72 Reset button When you select the Reset button in the following procedures the phone resets immediately without any warning However if you make a change to the settings and select Apply or OK the phone indicates that a reset needs to take place A warning message appears IP softphone 2050 must reset for the configuration changes to be complete Select Yes to reset now or select No if you plan on resetting later You can select Yes to reset now or No to defer it until later IP Softphone 2050 Settings Creating new profiles A text box at the top of the Profiles dialog box displays the current profile To create a new profile 1 Click New An empty text box called Profile Name opens Enter the name of the new profile Click OK Removing profiles To remove a profile 1 2 From the list of profiles select the profile that you want to remove Click Remove A Remove profile Are you sure message appears Click Yes The profile is deleted from the list Note My Server is a built in profile name and cannot be deleted Modifying profile names To modify a profile name 1 2 From the list of profiles select the profile that you want to modify Click Modify Name The Profile Name text box opens with the name of t
70. one 2050 Line Click OK From the New Call dialog box select Start Call For errors encountered when using the IP Softphone 2050 TAPI Service Provider see TAPI problems on page 117 IP Softphone 2050 Expansion Module IP Softphone 2050 Expansion Module The Expansion Module EM provides status information about other IP Softphone 2050 or physical IP Phone clients connected to the network such as whether a client is on line off line and so on The EM is similar to the Key Expansion Module KEM device available for hardware IP Phones Figure 4 shows the Expansion Module window Figure 4 IP Softphone 2050 Expansion Module Q _ Expansion Module f i LA IP Softphone 2050 Expansion Module Up to three EMs can be added to the IP 2050 Call Control Window with the additional EMs cascading vertically beneath the original window A scrollbar allows access to additional keys Each key has a label and an icon indicating the state of the assigned client The labels are set automatically by the system administrator however users can edit these labels using the Settings menu The icons have cadences identical to those of external lamp controls For more information on lamp control cadences see Setting external lamp controls on page 88 Note Key assignment for the EM is performed by the system administrator Settings for the EM are configured using the IP Softphone 2050 Se
71. our personal settings for current use To import saved profiles 1 Click Import An Open dialog box opens 2 Locate and select the profile you want to use The Import Profiles text box opens Select the profile or profiles that you want to import Click OK IP Softphone 2050 Settings Server Use the Server dialog box to configure the connection between the IP Softphone 2050 and your communications server and if applicable the GXAS server You can either use the default method DHCP or manually specify an IP address To open the Server dialog box select Server from the list in the left pane of the Settings window The following sections describe the Server settings e Reset button on page 73 e Using IP addresses and DNS names on page 74 e Restoring defaults on page 74 e Resetting the connection on page 75 Reset button When you select the Reset button in the following procedures the phone resets immediately without any warning However if you make a change to the settings and select Apply or OK the phone indicates that a reset needs to take place A warning message appears IP softphone 2050 must reset for the configuration changes to be complete Select Yes to reset now or select No if you plan on resetting later You can select Yes to reset now or No to defer it until later Using DHCP With Automatic DHCP enabled the IP Softphone 2050 reads server addresses from a Dynamic Ho
72. p IP Phone 1100 series as well as an additional two compact themes available in black and silver The IP Softphone 2050 also supports an Accessibility Interface for visually impaired users To open the IP Softphone 2050 Call Control window 1 From your desktop PC select Start 2 Select Programs 3 Select Nortel gt IP Softphone 2050 gt IP Softphone 2050 Accessibility Interface To open the IP Softphone 2050 Accessibility Interface from the Call Control window 1 From your desktop PC select Start gt Programs gt Nortel gt IP Softphone 2050 gt IP Softphone 2050 The Call Control window appears Click the Menu button Select File gt Settings gt Theme 4 Select Accessibility Interface Note f the IP Softphone 2050 is running you must exit and restart for the change to the Accessibility Interface to take effect IP Softphone 2050 Call Control window Call Control window The Call Control window see Figure 1 below and Figure 2 on page 17 includes the standard features that let you make and manage telephone calls For information about the elements of the Call Control window see Table 1 on page 18 Figure 1 Call Control Window 1 100 series theme Menu button 6 gt 1P Softphone 2050 x Line keys Line keys Display Navigation arrows a Soft keys 5 Quit oma Cale S Inbox Messages ervices fS Outbox Shift Copy a s Directory Volume up
73. ry Adding contacts to a Local Directory on page 30 Editing contacts in the Local Directory on page 31 Deleting contacts from the Local Directory on page 31 Finding contacts in the Local Directory on page 32 Filtering a Local Directory on page 33 Dialing from the Local Directory on page 33 Managing Groups in the Shortcut Bar on page 34 Using the Properties dialog box on page 35 Adding contacts to a Local Directory You can add contacts to a Local Directory list or insert contacts into any group of shortcut links in the Shortcut Bar To add a contact to the Local Directory list 1 Open the Local Directory For details see Opening a Local Directory from the Call Control window on page 24 Select Edit gt New Contact or click Gi New Contact on the toolbar The Properties dialog box appears Under the General tab selected by default enter the contact s name address telephone numbers and other personal information Select the Details tab to enter any of the following contact details Department Office or Assistant To enter miscellaneous information select the Notes tab Select the Settings tab to define the default dialing number as Business Home or Mobile Managing contacts from the Local Directory 7 Click OK Note For more information about entering information in the property fields see Using the Properties dialog box on page 35 To ad
74. ry on page 41 Password Administration For information about using and setting Password Administration see Using Password Administration on page 99 IP Softphone 2050 Directories Application Server Administration Using the Application Server Administration feature your system administrator can e Back up and restore the database e Manage user profiles For information about setting user preferences for CS 1000 Directory features see Setting CS1000 Directory user preferences on page 95 Installing and setting up the IP Softphone 2050 Installing and setting up the IP Softphone 2050 The following describes the requirements for installing and setting up the IP Softphone 2050 System requirements To use the Nortel IP Softphone 2050 you require e Pentium compatible CPU 1 GHz or higher e 128 Mbytes RAM or higher for Microsoft Windows 2000 e 256 Mbytes RAM or higher for Windows XP e 55 Mbytes or higher free hard drive space all languages e 800X600 or higher resolution monitor 16 bit color e Universal Serial Bus USB port version 1 1 or 2 0 Supported operating systems To use the IP Softphone 2050 you must have one of the following operating systems e Microsoft Windows Vista e Microsoft Windows XP e Microsoft Windows 2000 Nortel USB Audio Kit The USB Audio Kit lets you hear and speak with your callers To ensure proper IP Softphone 2050 functionality use only the followin
75. s e Save contacts locally to your computer e Filter long directories so they are easier to use Note Do not confuse the IP Softphone 2050 Local Directory with the CS 1000 Directory accessible by clicking m Directory on the toolbar The Shortcut Bar on the left side of the window lists all groups of shortcut links including e Local Directory main directory contacts e Quick Dials a built in group for selecting shortcuts to contacts IP Softphone 2050 Directories Opening a Local Directory from the Call Control window To open a Local Directory 1 Click the Menu button and select View gt Local Directory 2 Select one of the following On the Shortcut Bar select Directories gt Local Directory Onthe menu select View gt Local Directory Note To open a previously accessed Local Directory select File gt Recent Local Directories and then select the Local Directory you want to open For information about managing contacts and making calls from the Local Directory see Managing contacts from the Local Directory on page 30 CS 1000 Directory The CS 1000 Directory maintains contact information and server supported features in a remote central database called the Application Server Accessible from the IP Softphone 2050 Call Control window the CS 1000 Directory supports the following features e Personal Directory e Redial List e Callers List Note Redial List and Callers List are Cal
76. s recent orders meeting locations or any information you require when you call the contact Properties Settings tab Use this tab to set the default dialling number for the contact To set the Default Dial click the desired option button Business Home or Mobile To dial a contact s non default telephone number right click the contact and select any other telephone number that appears in the menu Linking to external directories You can access the following external directories from the Local Directory window e Lightweight Directory Access Protocol LDAP directory Managing contacts from the Local Directory e Outlook directory e Windows Address Book directory WAB To access these external directories you must create a link to the desired directory in the Shortcut Bar After you add the directory an icon appears in the Shortcut Bar You can then click the icon to view or dial contacts in that directory Linking to the LDAP directory To add a link to the LDAP directory in the Shortcut Bar 1 From the Local Directory menu select Directory gt Add Link To 5 LDAP Directory A Properties dialog box appears From the Properties dialog box you can access the following three tabs General Security and Schema 2 Inthe General tab enter the following required information into the corresponding field Directory Name the name of the directory as you want it to appear in the Shortcut Bar
77. s a status bar that displays the following information Ifthe audio stream for a GXAS application is open ON or closed OFF Ifthe microphone for a GXAS application is open ON or closed OFF The status bar background turns red when one or both streams are ON The session window can be docked to the main interface of the IP Softphone 2050 or moved to the desired screen location Click and type within the session window as if the application was active on your local machine IP Softphone 2050 USB Headset Adapter IP Softphone 2050 USB Headset Adapter You must install a Nortel USB Audio kit before using the IP Softphone 2050 The features of the USB Headset Adapter are described in Table 2 Table 2 USB Headset Adapter elements and functions Part 1 of 2 Element Function Message Waiting The red Message Waiting light is located at the light top of the USB Headset Adapter The light illuminates when you have voicemail messages waiting The light flashes when a call is ringing on the IP Softphone 2050 Maximize button Press the Maximize button to maximize or minimize the IP Softphone 2050 If the IP Softphone 2050 is minimized press this button to maximize the IP Softphone 2050 window If the IP Softphone 2050 is maximized but behind another window press this button to bring the IP Softphone 2050 to the foreground If the IP Softphone 2050 is maximized press this button to minimize the IP S
78. s field you must input at least one valid phone number If the telephone numbers in the Phone Numbers field look correct then click OK The contact is added to the Local Directory 5 To access the added contact click the Local Directory icon in the Shortcut Bar Managing contacts from the Local Directory Note 1 You cannot directly add contacts to an external directory from within the Local Directory Note 2 lf the contents of an external directory change you must first update that directory for the changes to show in the Local Directory To update right click the imported directory and click Refresh Managing contacts from the CS 1000 Directory Managing contacts from the CS 1000 Directory Your server supports the following CS 1000 Directory features Personal Directory Redial List and Callers List You can use the following options to manage contacts in CS 1000 Directory features Adding contacts to the Personal Directory on page 41 Editing CS 1000 Directory contacts on page 42 Deleting CS 1000 Directory contacts on page 43 Finding CS 1000 Directory contacts on page 43 Dialing from the Personal Directory on page 43 Dialing from the Redial List on page 44 Dialing from the Callers List on page 44 Adding contacts to the Personal Directory To add contacts to the Personal Directory 1 2 4 On the Call Control window click m Directory Select Personal D
79. s window and the various tabs IP Softphone 2050 menu commands Using the Edit menu From the Edit menu you can choose from any of the following Copy Copies the contents in the display window for use in other applications Paste Pastes phone numbers or other dialable strings copied from other applications Input Mode Selects method that the application uses to interpret input from the keyboard The two methods are Numeric Select Numeric and the IP Softphone 2050 interprets keyboard characters a 1 800 number for example as single numbers for dialing Alphabetic Select Alphabetic and the IP Softphone 2050 interprets each keyboard character as a multiple number For example pressing 1 will result in two 1 s Pressing 2 will result in four 2 s Using the Keys menu From the Keys menu you can choose from any of the following Headset Handset Select to answer an incoming call or obtain a dial tone to make a call Handsfree Select to answer or make a call using the handsfree speaker To set the desired speaker select File gt Settings gt Sound Devices From Handsfree Ringing Paging device select your Speaker from the speakers list Answer Select to answer an incoming call or obtain a dial tone Goodbye Select to end a call Hold Select to put an active call on hold Mute Select to place your call on mute You can hear the caller but the caller cannot hear you Send Select
80. set Adapter Answering calls with the USB Headset Adapter You can use the USB Headset Adapter to answer calls whenever the IP Softphone 2050 is running even if minimized or running in the background To answer a call using the USB Headset Adapter 1 Ensure that you are wearing your headset 2 Press Answer Note f you want to view Caller ID before answering while the IP Softphone 2050 is minimized or running in the background press the Maximize button This brings up the IP Softphone Call Control window Hanging up calls with the USB Headset Adapter You can use the USB Headset Adapter to hang up calls whenever the IP Softphone 2050 is running even if minimized or running in the background To hang up a telephone call using the USB Headset Adapter press the Release button Adjusting the volume with the USB Headset Adapter You can adjust the volume of your telephone calls using the USB Headset Adapter Ensure that you are wearing your headset so you can hear the changes as you make them To increase the volume press the right up arrow on the Volume button To decrease the volume press the left down arrow on the Volume button IP Softphone 2050 USB Headset Adapter Muting a call When you mute a call you can still hear your caller but your caller cannot hear you To mute a call using the Headset adapter press the Mute button Using the Smart Functions menu The Smart Functions menu provides quic
81. ss Apply Playing a macro You can play macros to dial telephone numbers or access your voicemail To play a macro 1 From the Call Control window select Keys gt Macros 2 Select the desired Macro by name IP Softphone 2050 menu commands IP Softphone 2050 menu commands The following sections describes the IP Softphone 2050 menu commands e Call Control window menu command on page 64 Call Control window menu command The IP Softphone 2050 supports a Windows style menu command system with File Edit Keys View and Help menus available by clicking the Menu button at the top left corner of the Call Control window The following sections describe the Menu options e Using the File menu on page 64 e Using the Edit menu on page 65 e Using the Keys menu on page 65 e Using the View menu on page 66 e Using the Help menu on page 66 Using the File menu From the File menu you can choose from any of the following e Run in background Sends the Call Control window to the background but leaves the application running to receive calls e Record this call Begins recording all incoming or outgoing calls Note Call Recording controlled by either a third party server or first party client requires either server support or a separate recording application Contact your system administrator for more information about the Call Recording function e Settings Opens the Setting
82. st Configuration Protocol DHCP server Note To use DHCP your Local Area Network LAN must include a DCHP server Contact your System Administrator to configure the server with the correct IP address values IP Softphone 2050 Settings To use the Automatic DHCP method 1 Select the Automatic DHCP check box 2 From the Server list select your server You can choose from the Primary Secondary or Application GXAS servers Note 1 Primary and Secondary servers are assigned by DHCP Using IP addresses and DNS names If your communications server does not support DHCP then you must assign an IP address or DNS name manually To assign a manual IP address or DNS name you must have the following information about your communications server IP address or DNS name Port number Server type To assign an IP address or DNS name 1 From the Server list select the server you want to configure Primary Secondary or Application 2 Select IP and enter the IP address or select Name and enter the DNS name 3 Ifthe server is an Application server select the Graphical check box The default port number shows in the Port text box 4 If your server port number is different from the default number enter the correct number in the Port text box Note Symposium call center agents must select the Symposium check box Restoring defaults To restore the settings dialog to its default settings click Restore
83. stics on page 103 About IP Softphone 2050 Select to view information about the IP Softphone 2050 such as the version number copyright information and so on IP Softphone 2050 Settings IP Softphone 2050 Settings Use the Settings window shown in Figure 5 to access and configure the many IP Softphone 2050 features and functions You can open the Settings window from the Windows Start Menu or from the IP Softphone 2050 Call Control window Figure 5 The Settings Window IP Softphone 2050 Settings PO Profi Opening the Settings window Use one of the following options to open the Settings window e From the Windows operating system Select Start gt Programs gt Nortel gt IP Softphone 2050 gt IP Softphone 2050 Settings Select Start gt Control Panel gt IP Softphone 2050 In Windows XP select Switch to Classic View to view the list of settings e From the IP Softphone 2050 Call Control window Click the Menu button and select File gt Settings IP Softphone 2050 Settings Using the Settings window The following sections describe how to configure the various IP Softphone 2050 features and functions e Profiles on page 69 Server on page 73 e License Servers on page 75 Theme on page 76 e Features on page 76 e Macros on page 77 e Audio on page 77 e Sound Devices on page 77 e Hardware ID on pag
84. the Headset Adapter for playback select another device from the Sound playback gt Default device list Advanced audio problems due to network performance If network performance causes audio problems use the Advanced Audio dialog box in the IP Softphone 2050 Settings window to override your communication server audio values For more information about Advanced Audio see Advanced Audio on page 81 Reset conditions The IP Softphone 2050 resets when e The communication server causes the IP Softphone 2050 to perform a hard reset e You change the IP Softphone 2050 theme Troubleshooting the IP Softphone 2050 Firewall applications intercept or delay packets causing the IP Softphone 2050 to reset due to the expiration of the Watchdog timer Note Use care when using firewall applications on the same computer as the IP Softphone 2050 Excess delay or loss of communication with the server occurs USB Headset problems The following sections describes various USB headset problems and suggested remedy actions Headset not functioning on page 114 USB Headset Adapter features appear dimmed on page 115 Cannot hear audio through headset on page 117 Sound still comes out of my computer speakers on page 117 Headset not functioning If you experience any headset problems try the following actions in the order presented 1 Verify that you are using a supported operating system For
85. ting later You can select Yes to reset now or No to defer it until later Selecting MAC addresses To select a MAC address 1 Click Auto Create The Hardware ID text box displays the next address in a range of addresses 2 Continue clicking Auto Create to move through the range of available addresses until you find the one you need After you click through all available MAC addresses Auto Create generates random hardware ID numbers Select one of these numbers if your Ethernet hardware address is not unique to the server To return the settings to their installation defaults click Restore Defaults To reset the Hardware ID while the IP Softphone 2050 is running click Reset Note The Firmware Version field displays the latest IP Softphone 2050 firmware version reported by the server IP Softphone 2050 Settings Advanced Audio Note This dialog box is intended for expert users only Use the Advanced Audio dialog box to adjust settings for advanced audio controls The following sections describe the Advanced Audio settings e Microphone Automatic Gain Control on page 81 e Echo Cancellation on page 81 e Noise Reduction on page 81 Microphone Automatic Gain Control Selecting the Microphone Automatic Gain Control box allows the system to automatically determine the appropriate level of gain for your microphone This ensures a comfortable speech level for both parties Echo Cancellation
86. to confirm menu selections and terminate input sequences Features Select to view a list of available server supported features IP Softphone 2050 menu commands Macros From the macros menu select the macro you want to dial Using the View menu From the View menu you can choose from any of the following Local Directory Select to access the Local Directory window including links to contacts in Outlook and other applications See Local Directory on page 23 for details Expansion Module Select to show or hide the Expansion Module See IP Softphone 2050 Expansion Module on page 50 for details Graphical External Application Server GXAS Select to launch the GXAS interface See link for details Using the Help menu From the Help menu you can choose from any of the following Quickstart Select to view basic information about operating the Call Control window and the USB headset Hot Keys Select to view a list of both Buttons and Menus hot keys License Agreement Select to view the current licensing agreement Contents Select to open the contents section of the IP Softphone 2050 Help system Search Select to search for a specific item in the IP Softphone 2050 Help system Index Select to open the index section of the IP Softphone 2050 Help system Diagnostics Select to view diagnostic information about specific IP Softphone 2050 components See IP Softphone 2050 Diagno
87. ttings menu See Expansion Module on page 86 Using the Expansion Module To launch the Expansion Module 1 Click the Menu button 2 Select View 5 Expansion Module The EM window opens You can move the EM window so that it docks to the left or right side of the Call Control window or leave it open as a separate window Calls are retrieved by pressing the appropriate line key Working with Groups Keys are organized into groups of 18 with a maximum of three groups or 54 keys per EM Individual keys can be moved and organized into groups by dragging and dropping them Group view only To create a new group 1 Right click on an existing group such as the General group 2 Select Add Group IP Softphone 2050 Expansion Module 3 Enter a name for the new group 4 Click OK To remove a group 1 Right click on an existing group Note The General group is the default group and cannot be removed Select Remove Group A confirmation message appears asking if you want to remove the selected group Click Yes to confirm The group is removed and all items belonging to it are moved to the General group P Softphone 2050 Graphical External Application Server IP Softphone 2050 Graphical External Application Server The Graphical External Application Server GXAS is a plugin for the IP Softphone 2050 that enables you to launch and interact with applications that are available on a GXAS server fr
88. u can also access macros by selecting Keys gt Macros The following sections describe how to work with macros e Entering a macro on page 62 e Deleting a macro on page 63 e Playing a macro on page 63 Entering a macro You can enter a macro to automate a procedure or repetitive action To enter a macro 1 Open the Settings window For details see Opening the Settings window on page 67 2 Select Macros The Macros settings dialog box opens 3 Click New Macro The New Macros dialog box opens 4 Enter the name of your new macro Create the macro using a combination of the following To enter numbers click the dialpad IP Softphone 2050 macros Select the actions you want from the Keys menu and then click Add To add the new macro to the list click Apply To exit the Macros dialog box click OK Note 1 Use the Pause action to introduce a half second delay in the macro a requirement for some Interactive Voice Response applications and voicemail systems Note 2 You can move macro items up and down the macro list Select the macro item you want to move and then use the up and down arrow keys to move the item in the direction you need Note 3 For a list of macro values refer to Table 1 on page 18 Deleting a macro To delete a macro 1 From the Macro menu select the macro you want to delete 2 Click Delete Macro This clears the macro 3 To finalize the change pre
89. uick access to IP Softphone 2050 features For information about configuring the Smart Functions button see Customizing the Smart Functions menu on page 59 Note The Smart Functions button is available on the desktop version of the USB Headset Adapter only About The About dialog box displays current information about the IP Softphone 2050 including the following e Current version number e Copyright information Nortel logo e Global IP Sound logo Accessibility Interface Accessibility Interface The Accessibility Interface works with screen reading software such as JAWS for Windows from Freedom Scientific that lets visually impaired users access the full range of IP Softphone 2050 features To open the IP Softphone 2050 Accessibility Interface from the Call Control window 1 Select File gt Settings gt Theme 2 Select Accessibility Interface Note You must exit and restart the IP Softphone 2050 for the change to Accessibility Interface to take effect Control groups The Accessibility Interface lets you move through the following four groups of controls e Display on page 91 e Line and Feature on page 92 e Date and Time on page 92 e Indicators on page 92 Display Use the Display group to check the current operating conditions of the IP Softphone 2050 When on a call you can navigate the Display group to e Check the calling line ID e Check the status
90. utton When selected the file name appears in the text box Enter how often you want the sound repeated in the minutes and seconds fields found in the Repeat every area IP Softphone 2050 Settings Note The IP Softphone 2050 currently supports only wav files Key Type The IP Softphone Call Control window supports six line feature keys see Figure 2 on page 17 Use the Key Type dialog box to select which keys the IP Softphone 2050 uses to place calls line keys The selected keys will display as available line keys when making a call To assign a line key 1 Select the check box next to the key or keys that you want to use Key layout corresponds to the layout on the Call Control window 2 Click Apply To return the settings to their installation defaults click Restore Defaults Phone number dialog box When you make a call from the Local Directory or select Make Call from the system tray menu a Phone number dialog box opens A Select a line key menu in the dialog box lists all selected lines Use the Key Type dialog box to add or remove items from this list Accessibility Interface In the Accessibility Interface selected keys show as ldle or Active Keys not selected feature keys show as Feature Inactive or Feature Active Language Use the Language dialog box to select the language for the IP Softphone 2050 Settings window Local Directory and all menus and dialogs associated with the main applicatio
91. window on page 24 2 Doone of the following Select Edit gt New Contact Click G3 New Contact on the toolbar Select a contact Select File gt Properties Click Properties The Properties dialog box contains four tabs e Properties General tab on page 36 e Properties Details tab on page 36 e Properties Notes tab on page 36 e Properties Settings tab on page 36 All four tabs offer an Export button Use this button to export contact information to a vef file You can import this file into e mail or contact manager applications or any other software applications that use the vef file format Managing contacts from the Local Directory Properties General tab Use this tab to store a contact s name address e mail address company information and telephone numbers To create a contact record enter the contact s name and at least one telephone number All other information is optional Note To add a half second delay in the dialing pattern insert a comma in the telephone number wherever you want the pause to occur You can add as many pauses as required by inserting an equal number of commas Properties Details tab Use the Details tab to enter any of the following contact details Department Office Assistant Properties Notes tab Use this tab to record miscellaneous information about a contact You can enter significant date
92. xt replacement table lists all the text replacement rules that are currently assigned Both the original text and the replaced text appear in the list To add a new text replacement rule or to modify an existing rule 1 Click New or Modify A Find and Replace dialog box opens IP Softphone 2050 Settings 5 Enter the text that you want to change in the Find what text box You can assign parameters to the search by selecting any of the following Whole word searches for the entire word Display searches the display area Context searches the context area Softkeys searches the softkeys area Line Feature Key text searches the Line Features area Date and Time searches the date and time area Enter the new text in the Replace with text box Click OK The Find what dialog box closes Click Apply To remove an existing text replacement rule 1 2 Select the rule you want to remove from the list Click Remove The text rule disappears The affected text returns to its original form Lamp Sounds Use the Lamp Sounds dialog box to select sound effects that let you know when the message lamp or mute lamp is on To assign a sound for either the message or mute lamp 1 From the Select a condition list select Message Lamp On or Mute Lamp On Select Play sound Enter the path and file name of the audio file you want to use You can also search for the file by clicking the browse b

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