DEFINITY® IP Softphone
Release 1
Getting Started
555-213-020
Comcode 108523184
Issue 1
April 2000
Trademark Notice
DEFINITY is a registered tr adem ark, and INT UITY and Snap Conn ection are
trademarks of Lucent Technologies.
PhoneLine is a registered trademark of CCOM Information Systems.
Microsoft, Internet Explorer, NetMeeting, Windows, and Windows NT are
registered trademarks of Microsoft Corporation.
Acrobat is a registered trademark of Adobe Systems.
Pentium is a registered trademark of Intel Corporation.
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Getting Started
About DEFINITY IP Softphone
®
This guide describes ho w t o insta ll the D EFINI TY
and log into the DEFINITY server. DEFINITY IP Softphone is a collection of
computer telephony integration (C TI) ap pl ica tio ns that enables you t o co ntrol
telephone calls (both incoming and outgoing) directly from your PC.
DEFINITY IP Softphone enables you to log into your company’s DEFINITY
server remotely and make and receive telephone calls from the telephone
extension.
For more information abo ut the DEF INITY IP Softphon e appli cation s, refer to
the IP Softpho ne Overview and Trou bleshooting . This docu ment is a P ortable
Document Format (PDF) doc ument that is located in the Overvie w Docume nt
folder on the DEFINITY IP Softphone CD. To view this document, you will
need Adobe Acrobat
Reader 4.0 from the DEFINITY IP Softphone CD or download it from the
Internet at http://www.adobe.com.
®
Reader 3.0 or later. You can install Adobe Acrobat
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IP Softphone applicati ons
DEFINITY IP Softphone supports the following three configurations:
■ Road-Warrior Configuration (Voice over IP)
The road-warrior configuration enables travelers to use the full
DEFINITY ECS feature set from tem porary remote locati ons an ywhere
in the world (such as a hotel room). The road-warrior configuration
consists of two software applications running on a PC that is
connected to DEFINITY ECS over an IP network. The single network
connection between the PC and DEFINITY ECS carries two channels,
one for the signaling path and one for the voice path. DEFINITY IP
Softphone software handles the call signaling and an H.323 V2compliant audio application, such as Microsoft
®
NetMeeting® 3.0x,
handles the voi ce com mu nicati ons . The u ser pla ces an d recei v es ca lls
via the IP Softphone interface on the PC and uses a headset
connected to the PC (or the PC’s microphone and speakers) to speak
and listen.
With the road-warrior configuration, Microsoft NetMeeting has been
configured to run in the background and uses only the au di o po rtion of
the application. The data collaboration feature of NetMeeting can be
used as a stand-alone application, but it is disabled during an IP
Softphone session.
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You can use an H.323 application other than Microsoft NetMeeting
3.0x in the road-warrior configuration. However, if you use an H.323
application other than Microsoft NetMeeting 3.0x, that H.323
application will not run in the background like Microsoft NetMeeting.
NOTE:
DEFINITY IP Softphone works with any H.323 Version 2-compliant application
(such as Microsoft NetMeeting 3.0x) that can register with an E.164 alias.
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Figure 1. Road-Warrior Configuration (Voice over IP)
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■ Telecommuter Configuration (Dual Connection)
The telecommuter configuration of DEFINITY IP Softphone enables
telecommuters to use the full DEFINITY ECS feat ure set from home . It
consists of a PC and a telephone with separate connections to
DEFINITY ECS. The PC is connected to DEFINITY ECS over an IP
network to provide the signaling path. The PC runs the DEFINITY IP
Softphone software to provide the user interface for call control. A
standard telephone is connected to DEFINITY ECS over the publicswitched telephone network (PSTN) to provide a high-quality voice
path. The user pla ces and recei v es call s vi a th e IP Sof tphone interfa ce
on the PC and uses the telephone handset to speak and listen.
When you make or answer a call with DEFINITY IP Softphone, your
separate telephone line is controlled by the DEFINITY server. While
the DEFINITY server controls this telephone line, you are unable to
place calls from the telephone attached to this telephone line. Any
digits you dial from this telephone w il l be dia led during t he c urre nt c all .
When the DEFINITY server no longer controls the telephone line, you
can place calls from the telephone attached to the telephone line.
If you receive an incoming call on your separate telephone line while
that line is controlled by the DEFINITY server, that caller will hear
either ringing (if you have call waiting on that line) or a busy signal. If
you have call waiting, you can answer the incoming call as you would
answer any other call waiting call.
For the telecommuter configuration, you must have a separate
telephone line available at your remote location. You do not need an
H.323 PC audio application such as Microsoft NetMeeting 3.0x.
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Figure 2. Telecommuter Configuration (Dual Connection)
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■ Stand-alone H.323 Configuration (Voice over IP)
The stand-alone H.323 configuration enables users to place and
receive calls via an H.323 V2-compliant audio application, such as
Microsoft NetMeeting 3.0x, running on a PC that is connected to
DEFINITY ECS over an IP network. Since this conf igu rati on offe rs
limited call han dling capab ilities, the s tand-alone H .323 config uration is
not recommended.
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Before You Begin
If you will always have a separate telephone line for a voice
connection (telecommuter configuration), make sure you have
the following:
■ a valid user account on your company’s LAN
■ a valid user account on your company’s DEFINITY server. (Verify your
account administr ation wi th your DEFINITY Syst em Administr ator . Your
DEFINITY System Administrator will provide you with an extension
number and password for your account.)
■ the node name or IP address for the DEFINITY server (that is, the IP
address for the C-LAN)
■ the telephone number to access your company’s LAN via dialup
networking (if you are logging in via a modem)
Now, verify the hardware and software requirements for DEFINITY IP
Softphone (page 24), and then go to “Step 1: Install the DEFINITY IP
Softphone Software” on page 13.
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If you do not have a separate telephone line for a voice
connection (road-warrior and stand-alone H.323 configurations),
make sure you have the following:
■ a valid user account on your company’s LAN
■ a valid user account on your company’s DEFINITY server. (Verify your
account administr ation wi th your DEFINITY Syst em Administr ator . Your
DEFINITY System Administrator will provide you with an extension
number and password for your account.)
■ the H.323 extension (that is, the media extension) if you are using an
H.323 application other than Microsoft NetMeeting 3.0x. Contact your
DEFINITY System Administrator for your media extension number.
■ the node name or IP address for the DEFINITY server (that is, the IP
address for the C-LAN)
■ the telephone number to access your company’s LAN via dialup
networking (if you are logging in via a modem)
■ a PC sound card, speaker/he ads et, and micr oph one
■ a PC audio application (such as Microsoft NetMeeting 3.0x) to hear
and speak to the other party on a call. The PC audio application must
be an H.323 application that can register with an E.164 alias.
You must have a PC audio application if you do not have a
separate telephone line to hear and speak to the other party on a
call. You can download a copy of Microsoft NetMeeting 3.0x from
http://www.microsoft.com/netmeeting/.
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If you are using Microsoft NetMeeting 3.0x, make sure the Run
NetMeeting in the background when Windows starts check box is
disabled (via the Options command in the Tools menu of Microsoft
NetMeeting 3.0x).
If you are using an H.323 application other than Microsoft NetMeeting
3.0x, make sure the auto-answer feature is enabled on your PC audio
application.
Now, verify the hardware and software requirements for DEFINITY IP
Softphone (page 24), and then go to the next section, “Step 1: Install the
DEFINITY IP Softphone Software,” on page 13.
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Perform the following steps to install and configure
DEFINITY IP Softphone
Step 1 Install the DEFINITY IP Softphone Software
1. Insert the DEFINITY IP Softphone CD into your CD-ROM drive.
If the Autorun feature is enabled on your PC, the DEFINITY IP
Softphone Setup dialog box appears. Go to Step 4.
2. Double-click on the My Computer icon on your desktop.
3. Double-click on the CD-ROM icon, and then double-click on
setup.exe.
The DEFINITY IP Softphone Setup dialog box appears.
4. Choose the Next button.
The Check for Running Apps dialog box appears.
5. Choose the Next button.
The Select Destination Directory dialog box appears.
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6. Specify the destination folder, and then choose the Next button.
The Select Compo nen ts d ial og box appe ars. You can select o ne o f t he
following installation options:
■ Stan dard Insta llat ion
This option installs all of the DEFINITY IP Softphone applications.
This is the suggested installation option.
■ Custom Installation
This option enables you to specify which DEFINITY IP Softphone
applications you want to install.
7. Choose the appropriate button.
If you chose the Standard Installation button, the Standard
Installation dialog box appears, displaying the components that will be
installed. Choose the OK button to close this dialog box.
If you chose the Custom Installation button, the Custom Installation
dialog box appears, displaying the installation options. Select the
appropriate installation option button, and then choose the OK button.
8. Choose the Next button.
Follow the prompts to install the software.
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When you are finished installing the software, perform one of the following
steps:
■ If you will be using Microsoft NetMeeting 3.0x or you will be using
DEFINITY IP Softphone in telecommuter configuration, go to “Step 3:
Log into the DEFINITY Server” on page 17.
■ If you will be using an H.323 application other than Microsoft
NetMeeting 3.0x, go to “St ep 2 : C on fig ure a n H.323 Application Othe r
Than Microsoft NetMeeting 3.0x” on page 16.
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Step 2 Configure an H.323 Application Other Than
Microsoft NetMeeting 3.0x
Perform this procedure only if you plan to use an H.323
application other than Microsoft NetMeeting 3.0x.
You must install and configure the H.323 application before running
DEFINITY Login. To configure an H.323 application other than Microsoft
NetMeeting 3.0x, perform the following steps:
1. Start your H.323 application.
2. Set the application to have a gatekeeper place calls. For the
gatekeeper, be sure to enter the node name or IP address for the
DEFINITY server. You can get this information from your DEFINITY
System Administrator.
3. Set the H.323 application to register using the telephone number
provided to you by the DEFINITY System Administrator. (This is the
media extension.)
4. Set the appropriate network bandwidth setting for the H.323
application.
5. Close the H.323 application.
6. Go to “Step 3: Log into the DEFINITY Server.”
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Step 3 Log into the DEFINITY Server
1. Log into your company’s LAN.
2. Start DEFINITY Login in one of the following ways:
■ Double-click on the DEFINITY Login desktop short cut.
■ Select the DEFINITY Login short cut from the Start menu.
■ From the Start menu, select Programs > the application folder that
contains DEFINITY Login (default is Lucent DEFINITY IP
Softphone) > DEFINITY Login.
The DEFINITY Login window appears.
3. In the Extension box, enter your extension on the DEFINITY system.
4. In the Password box, enter your password.
5. If you want the software to save your password for the next time you
log into the DEFINITY server, enable the Remember password for
next login check box.
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6. In the Server area, enter the node name or IP address for the
DEFINITY server.
■ If you want to enter the node name, select the DEFINITY Node
Name option button and enter the node name for the DEFINITY
server.
■ If you want to enter the IP address, select the IP Address option
button, and enter the IP address for the DEFINITY server.
7. Perform one of the following steps:
■ If you installed DEFINITY IP Softphone, DEFINITY IP Softphone is
display ed in the Call C ontrol Applic ation area. If y ou wan t to use it to
control your calls, go to Step 8.
■ If you want to use a TAPI application other than DEFINITY IP
Softphone to control your calls (such as Snap Connection™ or
PhoneLine®), choose the Change button in the Call Control
Application area. The TAPI Call Control Application Configuration
dialog box appears. Select the Other TAPI Application option
button, enter the appropriate information, and then choose the OK
button. Go to Step 8.
■ If y ou wa nt to use an H.3 23 applica tion to contro l your calls (such as
Microsoft NetMeeting 3.0x), choose the Change button in the Call
Control Application area. The TAPI Call Control Application
Configuration di alog box appears. Select the None - Us e PC Au dio
Application selected in Voice Connection Configuration option
button, and then choose the OK button. Go to Step 8.
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8. Perform one of the following steps:
■ If Microsoft NetMeeting 3.0x is installed, Microsoft NetMeeting is
displayed in the Voice Connection area. If you want to use
NetMeeting to hear and spea k to the other party on a call, select the
appropriate network bandwidth setting from the drop-down list box,
and then go to Step 9.
■ If you want to use an H.323 application other than Microsoft
NetMeeting 3.0x to hear and speak to the other party on a call,
choose the Change button in the Voice Connection area. The Voice
Connection Configuration dialog box appears. Select the Other
H.323 Application option b utton, en ter the appro priate information,
and then choose the OK button. Go to Step 9.
■ If you want to use a t ele pho ne o n a s epa rate line to hear and speak
to the other party on a call (that is, the teleco mmuter configurat io n),
choose the Change button in the Voice Connection area. The Voice
Connection Configuration dialog box appears. Select the
T elephone at option b utton, a nd en ter the telep hone numbe r fo r the
telephone. Be sure to enter the telephone number the way you
would dial it from y o ur DE FINITY extension. If y ou s elect t his o ption,
you will speak to and hear the other party using the handset on the
telephone that is connected to the telephone number you entered.
After entering the telephone number, choose the OK button. Go to
Step 9.
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9. Choose the Log In b utto n.
The Login Established dialog box appears when you log into the
DEFINITY server successfully, and DEFINITY IP Softphone (or the
TAPI application you specified in Step 7 of this procedure) starts. The
H.323 application will also start if specified. The Login icon appears in
the system tray. (Right-clicking on the Lo gi n i co n e nables you to l og off
the DEFINITY server.)
You are now ready to use DEFINITY IP Softphone and the other DEFINITY
IP Softphone applications. For more information about the features and
procedures for DEFINITY IP Softphone, DEFINITY Login, Incoming Call
Notifier, DEFINITY Directory, Phonebook, Log Manager, Anywhere Dialer,
Auto-Task Manager, and Script Editor, be sure to consult the online help that
is provided with these applications.
NOTE:
If you want to convert your existing telephone number/address files (such as
AT & TCall files and Message Manager files) into Phonebook files, select the
Import command from the File menu in Phonebook. Be sure to check the
Phonebook online help for complete instructions on importing existing files into
Phonebook. (See the “Import files into a Phonebook directory” topic, which is
located under “Exporting/Importing Information” in the online help.)
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If you did not install DEFINITY IP Softphone, start using the TAPI application
or H.323 application that you specified to control your calls. For more
information about the features and procedures for DEFINITY Login and
Incoming Call Notifier, be sure to consult the online help that is provided with
these applications.
For more information about configuring and using H.323 applications with
DEFINITY IP Softphone, refer to the IP Softphone Overview and
Troubleshooting. This document is a PDF that is located in the Overview
Document folder on the DEFINITY IP Softphone CD.
NOTE:
If you are using an H.323 application other than Microsoft NetMeeting 3.0x,
make sure the auto-answer feature is enabled on your PC audio application.
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Troubleshooting
Troubleshooting and overview information for the DEFINITY IP Softpho ne
applications appear in the online help for the applications and in the IP
Softphone Overview and Troubleshooting. The IP Softphone Overview and
Troubleshooting is a PDF that is located in the O verview Document fol der o n
the DEFINITY IP Softphone CD. To view this document, y ou will nee d Adobe
Acrobat Reader 3.0 or later. You can install Adobe Acrobat Reader 4.0 from
the DEFINITY IP Softphone CD or download it from the Internet at
http://www.adobe.com.
If you have questions about or problems with the DEFINITY IP Softphone
applications that the online help and the IP Softphone Overview and
Troubleshooting do not resolve, call Lucent Technologies Technical Support
or your local Aut horiz e d Luce nt De al er.
For the most up-to-date troubleshooting information, go to
http://support.lucent.com/service_support/download, click the Help Guides
option button, and select the IP Softphone option from the corresponding
drop-down list box.
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Telephones Supported
DEFINITY IP Softphone requires an extension on the DEFINITY ECS that is
administered for any of the following display telephones:
– 6408D+ – 6416D+M* – 6424D+M* – 8410D
– 6416D+ – 6424D+ – 8405D – 8411D
DEFINITY IP Softphone supports the telephones listed. However, DEFINITY
IP Softphone may operate properly with other 6400 Series and 8400 Series
telephones. Also, if your extension has a non-display telephone, your
DEFINITY System Administrator should administer your extension as a
display telephone. For example, if your extension has an 8410B telephone
(which is a non-display telephone), your DEFINITY System Administrator
should administer your extension as an 8410D telephone (which is a display
telephone).
* These terminals do not support the XM24 (DSS).
NOTE:
DEFINITY IP Softphone does not support data modules. If your extension has a
data module configured, you must either have your DEFINITY System
Administrator disable it or get a different IP Softphone extension to log into.
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Hardware and Software Requirements
DEFINITY IP Softphone requires a DEFINITY Enterprise Communications Server (ECS) with
software release 8.2 or later and the hardware and soft ware list ed below :
■ an IBM PC-compatible with the following hardware:
– a Pentium® 133 or faster processor
– a hard disk with at least 25 MB of space available
– a minimum of 64 MB of RAM for Microsoft Windows NT
Microsoft Windows
®
2000* Server or Professional, and a minimum of 32 MB of RAM for
Microsoft Windows 98 or Microsoft Windows 95
– a sound card, speaker/headset, and a microphone (for the road-warrior and stand-
alone H.323 configurations only). Your sound card should support full-duplex operation.
– a network interface card for local area network (LAN) connectivity and/or a modem
(28.8 Kbps or faster) for dial-up networking
– a CD-ROM drive
– a Windows-compatible VGA (or better) adapter
– a Windows-compatible pointing device
■ One of the following operating systems:
– Microsoft Windows NT Server 4.0 or later with Service Pack 4
– Microsoft Windows NT Workstation 4.0 or later with Service Pack 4
– Microsoft Windows 98
– Microsoft Windows 95 with Service Pack 1
– Microsoft Windows 2000 Server and Windows 2000 Professional*
■ For the road-warrior and stand-alone H.323 configurations, you will need an H.323
Version 2-compliant application that can register with an E.164 alias (such as Microsoft
NetMeeting 3.0x with Service Pack 1). Microsoft NetMeeting 3.0x requires Microsoft
Internet Explorer 4.0 or later.
* Windows 2000 Server and Windows 2000 Professional will be supported soon.
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®
4.0 Server or Workstation,
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