Avaya IP Softphone 2050 User Guide

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Nortel Networks Communication Server 1000

IP Softphone 2050 and Mobile Voice Client 2050

User Guide

Revision history

September 2004

Standard 4.00. This document is up-issued for Communication Server 1000 Release 4.0.

June 2004

Standard 3.00. This document is up-issued to include Nortel Networks Mobile Voice Client 2050.

October 2003

Standard 2.00. This document is up-issued to support Succession 3.0 Software.

September 2002

Standard 1.00. This document is issued to support Meridian 1 Release 25.40 and Succession Communication Server for Enterprise 1000, Release 2.0.

Revision history

About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

IP Softphone 2050 overview . . . . . . . . . . . . . . . . . . . . . . . . 10

IP Softphone 2050 features . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Main parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

IP Softphone 2050 Call Control window . . . . . . . . . . . . . . . 13

Standard Call Control window . . . . . . . . . . . . . . . . . . . . . . . . 14

Enhanced Call Control window . . . . . . . . . . . . . . . . . . . . . . . . 15

Call Control window elements and functions . . . . . . . . . . . . . 17

Hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Personal Directory, Redial List, and Callers List . . . . . . . . . . 22

System Tray icon and menu . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Contents

Installing and setting up the IP Softphone 2050 . . . . . . . . 31

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Installing the IP Softphone 2050 . . . . . . . . . . . . . . . . . . . . . . . 32

Installing the USB Headset Kit . . . . . . . . . . . . . . . . . . . . . . . . 32

Managing contacts with the IP Softphone 2050 . . . . . . . . 33

Adding contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Editing contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Deleting contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Finding contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Filtering a directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Dialing from the Local Directory . . . . . . . . . . . . . . . . . . . . . . . 38

Dialing from the Personal Directory . . . . . . . . . . . . . . . . . . . . 39

Contents

Dialing from the Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Dialing from the Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Adding a group to the Shortcut Bar . . . . . . . . . . . . . . . . . . . . 41

Customizing the Shortcut Bar . . . . . . . . . . . . . . . . . . . . . . . . . 41

Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Managing IP Softphone 2050 calls . . . . . . . . . . . . . . . . . . . 44

Making telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Answering telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Holding and retrieving telephone calls . . . . . . . . . . . . . . . . . . 45

Hanging up telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . 45

IP Softphone 2050 USB Headset Adapter . . . . . . . . . . . . . 46

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Answering calls with the USB Headset Adapter . . . . . . . . . . . 47

Hanging up calls with the USB Headset Adapter . . . . . . . . . . 48

Adjusting the volume with the USB Headset Adapter . . . . . . 48

Muting a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Using the i2050 Smart Functions menu . . . . . . . . . . . . . . . . . 49

Customizing the i2050 Smart Functions menu . . . . . . . . . . . . 49

Custom Functions for i2050 Smart Functions menu . . . . . . . 51

IP Softphone 2050 macros . . . . . . . . . . . . . . . . . . . . . . . . . . 53

About macros with the IP Softphone 2050 . . . . . . . . . . . . . . . 53

Recording a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Deleting a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Playing a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

IP Softphone 2050 menu commands . . . . . . . . . . . . . . . . . 55

Enhanced Call Control window menu . . . . . . . . . . . . . . . . . . . 55

Standard Call Control window menu . . . . . . . . . . . . . . . . . . . 56

Contents

View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Macro menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Help menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Troubleshooting the IP Softphone 2050 . . . . . . . . . . . . . . . 58

Application interoperability issues . . . . . . . . . . . . . . . . . . . . . 58

Connectivity problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Audio problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Reset conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

USB Headset problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Directory problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Mobile Voice Client 2050 overview . . . . . . . . . . . . . . . . . . . 68

Software dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Supported PDAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Headsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

MVC 2050 menus and screen features . . . . . . . . . . . . . . . . . 71

Installing and configuring the Mobile Voice Client 2050 . 74

Removing a previous version of MVC 2050 . . . . . . . . . . . . . . 74

MVC 2050 installation method . . . . . . . . . . . . . . . . . . . . . . . . 75

MVC 2050 configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Mobile Voice Client 2050 Call Handling screen . . . . . . . . . 79

Starting the MVC 2050 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

MVC 2050 graphical interface (skins) components . . . . . . . . 81

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Menu and icon summaries . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Contents

Managing Mobile Voice Client 2050 calls . . . . . . . . . . . . . 101

Making a telephone call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Holding a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Retrieving a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Ending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Maintaining call quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Managing Contacts with Mobile Voice Client 2050 . . . . . 104

Editing the Contacts list . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Accessing Contacts Help . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Accessing the PDA Contacts list . . . . . . . . . . . . . . . . . . . . . 105

Dialing a number from the Contacts list . . . . . . . . . . . . . . . . 106

Dialing formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Personal Directory, Redial List, and Callers List . . . . . . . 116

Mobile Voice Client 2050 settings . . . . . . . . . . . . . . . . . . . 127

Sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Macro screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Mobile Voice Client 2050 for expert users . . . . . . . . . . . . 140

Client diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Audio quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Listener IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Hardware ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Connection history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

WiFi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

About this guide

This User Guide provides information about the Nortel Networks IP Softphone 2050 and the Nortel Networks Mobile Voice Client (MVC) 2050.

The IP Softphone 2050 is designed to work on a desktop PC. Information on the IP Softphone 2050 begins on page 10.

The Mobile Voice Client (MVC) 2050 is designed to add wireless voice communication to the Personal Digital Assistant (PDA). Information on the MVC 2050 begins on page 68.

IP Softphone 2050 overview

The IP Softphone 2050 turns your computer into a telephone. To make a call, you dial with your keyboard or mouse. To answer a call, you simply click a button. Instead of holding a telephone receiver to hear and speak to callers, you wear a headset.

Designed to work with IP-based phone systems, the IP Softphone 2050 provides Voice Over IP (VoIP) services using a telephony server and your company’s Local Area Network (LAN).

The server that supports your IP Softphone 2050 determines what features you can receive. For example, your server might provide Call Conference, Call Transfer, and Call Forward.

IP Softphone 2050 features

The IP Softphone 2050 supports the following features:

• 12 programmable feature keys: 6 Programmable Line (DN)/Feature Keys (self-labeled) and six lines/features accessed by pressing the shift key

• 4 soft keys (self-labeled) that prove access to a maximum of 10 features

• multi-field display

• directory capabilities that are stored locally on your PC or linked to external directories such as LDAP, Microsoft Outlook, and ACT! contact management software

• Personal Directory, Redial List, Callers List, and Password Administration, stored on the application server for systems running CS 1000 Release 4.0 software

• one-click direct dialing from various windows and applications

• 6 specialized fixed keys:

— DN/Feature Tray selection

— Directory

IP Softphone 2050 overview

— Inbox (Message)

—Shift

— Services

— Expand to PC

• dedicated call processing keys:

—Hold

— Goodbye

—Answer

—Volume

—Mute

—Navigation

— Message waiting

• end user-selectable ringer that enables the PC speakers or the headset to ring for incoming calls

• macro functions for programming lengthy dialing patterns

Main parts

The IP Softphone 2050 consists of four main parts: the IP Softphone 2050 Call Control window, the Local Directory window, the i2050srv application, and the System Tray icon and menu.

The IP Softphone 2050 Call Control window

This window displays the line keys, feature buttons, and call display. You use this window to make and manage your telephone calls. You also use this window to access your Network Directory (if one is available), the Personal Directory, Redial List, and Callers List features which include Application Server Administration and Password Administration, and your Local Directory.

The Local Directory window

This window enables you to create, manage, and use a telephone directory stored on your computer.

IP Softphone 2050 overview

The i2050srv application

The i2050srv application is the software on your computer that enables the IP Softphone 2050 to communicate with the communication server you are connected to. This application is launched when you start your computer, but remains “hidden” in the background. You'll see it if you open the Windows Task Manager.

The System Tray icon and menu

You can right-click the Softphone icon to make and manage calls.

IP Softphone 2050 Call Control window

The IP Softphone 2050 has two Call Control windows: Standard and Enhanced. Both windows contain common elements that provide access to the IP Softphone 2050 features.

Note: The Enhanced Call Control window is the default when you start the IP Softphone 2050 for the first time. You can modify the settings so that the Standard Call Control window appears on startup instead.

To open the IP Softphone 2050 Call Control window:

1. From your Desktop PC, click Start.

2. Select Programs.

3. Select Nortel Networks IP Softphone 2050.

To open the IP Softphone 2050 Standard Call Control window from the Enhanced Call Control window:

1. Click File.

2. Click Select Skin.

3. Click Standard.

To access the Enhanced Call Control window from the Standard Call Control window:

1. Click Application Menu.

2. Click Select Skin.

3. Click Enhanced.

IP Softphone 2050 Call Control window

Standard Call Control window

The Standard Call Control window (shown on page 14) includes the standard features that enable you to make and manage telephone calls.

The elements of the Standard Call Control window are described in Table 1 on page 17.

Figure 1: Standard Call Control window

Application

Inbox

Messages

Outbox

Shift

Directory

Soft keys

Answer/ Handsfree

Hold

Goodbye

Dialpad

Message Waiting Indicator

Quit

Copy

Open

Services

Primary Display

Navigation arrows

Volume buttons

Mute button

Line keys

IP Softphone 2050 Call Control window

Enhanced Call Control window

The Enhanced IP Softphone 2050 Call Control window (shown Figure 2 on page 16) includes the enhanced features that enable you to make and manage telephone calls. The Enhanced Call Control window is also known as the Primary User Interface.

The elements of the Enhanced Call Control window are described in Table 1 on page 17.

To open the Enhanced Call Control window from the Standard Call Control window:

1. On the Standard Call Control Window click Application.

2. Click Select Skin.

3. Click Enhanced.

To change the information that appears on the window:

1. Click Trays.

2. Click one of the following:

— lines

—number

— combo

IP Softphone 2050 Call Control window

Figure 2: Enhanced Call Control window

Application

Navigation

keys

Show Lines

Copy

Quit

Hold

Line keys

Message Waiting Light

Exit

Minimize Primary

display

Soft keys

Volume buttons

Mute button

Goodbye

Answer/ Handsfree

Tray Menu List

Directory

Inbox/Message

Previous Toolbar

Quick Dials

Redial List

Outbox/Shift

Next Toolbar

Information Help/About

Open

Services

Local Directory

Callers List

IP Softphone 2050 Call Control window

Call Control window elements and functions

The following table describes the elements and functions of both the Standard and Enhanced Call Control windows.

Table 1: IP Softphone 2050 components and functions (Part 1 of 4)

Element Function

Application Access the Application menu.

Message Waiting light

Primary display Provides call information (such as Caller ID) and

Soft keys The four soft-labeled feature keys are: Transfer

Flashes when a message is waiting.

instructions for using certain soft key features. When the telephone is idle, only the date and time display.

for connecting calls to other people, Conference for group calls, Forward, and More... for accessing additional features.

To select a feature, click the appropriate soft key button, and then follow the instructions on the display.

The soft key features you have to choose from depend on:

• Your current task. The features available at any time depend on your current call activity.

• The features that are available. Much of the functionality of the IP Softphone 2050 is dependent on the communication server configuration.

Note: If more than four features are available, click the More soft key to see them.

IP Softphone 2050 Call Control window

Table 1: IP Softphone 2050 components and functions (Part 2 of 4)

Element Function

Show Lines Button to change the tray on the Call Control

window (show or hide the Line buttons).

Copy Button to copy a network service, feature, or

folder.

Quit Button to quit a network service or feature.

Navigation arrows Scroll through menus and lists in the display

area.

Volume Increase or decrease the headset volume.

Mute Listen to the receiving party without transmitting.

Click the Mute button again to return to a twoway conversation. The Mute button mutes the Headset microphone.

Answer/Handsfree Answer and make calls.

Hold Place an active call on hold.

The feature key label for the held line displays a flashing icon to indicate the call is on hold. Return to the call by clicking the Line button of the call on hold.

Goodbye Terminate active calls.

Line keys The Softphone includes six programmable Line

keys that can represent line appearances, DNs, or features. The communication server provides the labels that appear on these keys.

To use the programmed feature, line, or DN, click its Line key.

Dialpad Lets you dial a telephone number. Simply click

the numbers you want to enter.

IP Softphone 2050 Call Control window

Table 1: IP Softphone 2050 components and functions (Part 3 of 4)

Element Function

The following Standard toolbar elements apply to the Standard Call Control window ONLY.

Inbox/Messages To access your messages or return a call.

Outbox/Shift To toggle between feature key displays.

Directory To access a Network Directory; depending on

how your system administrator has set up this service, this button may access a Local Directory, the Personal Directory, Redial List, Callers List features, or some other server-based directory service. You can use the Directory to place a call. Generally, the call will be placed on your prime line unless you select a different line.

Services To access a list of network services.

Open To open a network service, feature, or folder.

Copy To copy a network service, feature, or folder.

Quit To quit a network service or feature.

The following Network Services toolbar elements apply to the Enhanced Call Control window ONLY.

Tray Menu List To scroll through an opened directory menu.

Directory To access a directory such as the Personal

Directory, with up to 100 entries, or Network Directory.

Depending on how your system administrator has set up this service, this button may access a local directory, the Personal Directory, Redial List, Callers List features, or some other serverbased directory service.

Inbox/Messages To access your messages or return a call.

IP Softphone 2050 Call Control window

Table 1: IP Softphone 2050 components and functions (Part 4 of 4)

Element Function

Outbox/Shift To toggle between feature key displays.

Services To access a list of network services.

Open To open a network service, feature, or folder.

Next Toolbar To display the next toolbar.

The following Local Directory Quick Access toolbar elements apply to the Enhanced Call Control window ONLY.

Previous Toolbar To display the previous toolbar.

Quick Dials To open the list of contacts stored in the

Quick Dials section of the Local Directory.

Redial List To open the list of up to 20 of the last calls you

made.

Callers List To open the list of up to 100 of the calls you have

received.

Local Directory To open the Local Directory.

Show Lines To change the tray on the Call Control Window

(show or hide the line buttons).

Copy To copy a network service, feature, or folder.

Quit To quit a network service or feature.

Hot keys

Within the Call Control window, the computer keyboard provides hot keys to access common features:

• Enter – Answer a call.

• F12 – Release or terminate a call.

• Esc – Release or terminate a call.

IP Softphone 2050 Call Control window

• F5 – Put call on hold.

• F1 to F4 correspond to the soft keys 1 to 4.

• Alphabetic keys map to numbers like dialpad mapping.

• Arrow keys are equivalent to the navigation keys.

• Alt-V can be used to paste data into the interface. (For example, you can copy a phone number from an application and paste it into the IP Softphone 2050 interface using the Alt-V key combination.)

Local Directory

The IP Softphone 2050 Local Directory enables you to store a phone directory on your computer and link to external directories. It also enables you to filter directories so they are easier to use.

Note: Do not confuse the IP Softphone 2050 Local Directory with the Network Directory that you can access by clicking the Directory toolbar button.

To open the Local Directory:

1. Click Application Menu.

2. Click Local Directory.

3. Click one of the following:

— Local Directory

— View Local Directory

Note: You can also click the Local Directory icon on the Enhanced

Call Control window toolbar.

The Shortcut Bar on the left side of the Local Directory lets you access groups and directories. Groups enable you to organize your directories. A group is represented by a button on the Shortcut Bar. Directories appear as icons inside groups.

To select a group, click its button. By default, the Local Directory has two groups: Main and Quick Dials.

IP Softphone 2050 Call Control window

Main Group

If you click the Main Group button, three items appear:

• Local Directory - A list of your Main Directory contacts

• Redial List - A list of the last telephone calls you made

• Callers List - A list of the calls you have received

Quick Dials Group

Click the Quick Dials button, to see the contacts stored in the Quick Dials group.

Personal Directory, Redial List, and Callers List

Personal Directory, Redial List, and Callers List are features supported on CS 1000 systems running CS 1000 Release 4.0 software. The contents of these directories are maintained in a remote, central database called the Application Server.

To open Personal Directory, Redial List, or Callers List:

1. Click the Directory button.

2. Scroll through the following list and click your selection:

— Personal Directory

— Callers List

— Redial List

— Password Administration

Note: The Personal Directory, Redial List, and Callers List features have a one-minute time-out control period. If the application is idle for one minute during any of the operations, the application is closed and your IP Softphone 2050 goes back to the idle state.

IP Softphone 2050 Call Control window

The Personal Directory, Redial List, and Callers List features support:

• multiple languages

• access using the Directory key

• feature launch while in Call Transfer and Conference modes (your IP Softphone 2050 does not have to be idle)

• Branch Office in normal mode only

• Virtual Office

• menu-driven configuration of the Station Control Password (SCPW) from your IP Softphone

• database backup and restoration by your system administrator

• system administrator functions, like unlocking your SCPW

• system administrator restoration of profiles for single, multiple, or all users

User preferences for Personal Directory, Redial List, and Callers List

The following is a list of options you can change:

• language

• date/time display format

• call timer

• name display format

• call log options

— log all/unanswered calls

— area code setup

— preferred name match

— new call indication

IP Softphone 2050 Call Control window

To set user preferences:

1. Click the Services button.

2. Click Telephone Options.

3. Select one of the following:

— Language

— Date/time

4. Scroll down the list.

5. Click your selection.

6. Click Select or Cancel.

Call Log Options

The following is a list of Call Log Options:

• Log all/unanswered incoming calls

• New call indication

• Preferred name match

• Area code set-up

• Name display format

IP Softphone 2050 Call Control window

Table 2 describes the Call Log Options.

Table 2: Call Log Options

Call Log Option Description Default value

Log all/unanswered incoming calls

Callers List logs all of the incoming calls or only the unanswered incoming calls.

New call indication Telephone displays a

message indicating that a new incoming call was received.

Preferred name match

If set to Off, the CPND from the Call Server is displayed for an incoming call. If set to On, the name stored in the Personal Directory is displayed, if there is a match.

Area code set-up Incoming-call phone

numbers display in the order you set, if the area code matches one of the three that you have set up. Example: area code first or area code last.

Log all calls

Off

No area code specified

Name display format You can define the

format of the name displayed for incoming calls. The two choices are: first name/last name or last name/first name

First name/last name

IP Softphone 2050 Call Control window

To set Call Log Options:

1. Click the Services button.

2. Click Telephone Options.

3. Click Call Log Options.

4. Click one of the following:

— Incoming Calls

— Preferred Name Match

—Area Code Setup

— Name display format

5. Scroll through the selected list.

6. Click your selection.

7. Click Select or Cancel.

Personal Directory

You control your own Personal Directory. You can create up to 100 entries. You can edit, copy, or delete individual entries, or delete the entire list, and you can copy entries from other applications to Personal Directory or from Personal Directory to other applications.

The following list describes the contents of a Personal Directory entry:

• last name (up to 24 characters)

• first name (up to 24 characters

• DN at work (up to 31 characters)

• DN at home (up to 31 characters

• cell phone (up to 31 characters)

• pager (up to 31 characters)

IP Softphone 2050 Call Control window

Call Log features: Redial List and Callers List

Redial List and Callers List are Call Log features. The content of Redial List and Callers List is generated by the system during call processing. You can delete individual entries or the entire directory in Redial List and Callers List, but you cannot add an entry or permanently change the content of an entry.

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, an older item in the list displays.

The following list describes the contents of a Callers List entry:

• last name (24 characters)

• first name (24 characters)

• DN (31 characters)

• time/date

• 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 is displayed. Redial List content is updated when you dial out. Entries in the Redial List are sorted by Call Log time. The oldest entry is at the beginning of the list. Press the down navigation key to go to the newest entry and press the up navigation key to go to the oldest.

IP Softphone 2050 Call Control window

The following list describes the contents of a Redial List entry:

• user name (up to 24 characters)

• the DN (up to 31 characters)

• the time of the last call occurrence

• time/date

Password Administration

The Password Administration feature is available on the Directory list. The Station Control Password (SCPW) protects your private directory information. You can perform Password Administration from your IP Softphone 2050 once your SCPW is defined by your system administrator on the Call Server. This includes turning password protection on or off and changing your password.

When password protection is enabled, authentication is required before you can access Personal Directory, Redial List, or Callers List. You are prompted to enter your password in order to gain access to any of the password-protected features, like Personal Directory, Redial List, Callers List, or Virtual Office.

Note: The default setting for Password Protection is Off.

To turn Password Protection On/Off:

1. Click the Directory button.

2. Select Change Protection mode. If Password Protection is enabled, you are prompted to enter your password.

3. Click one of the following:

— Ent to confirm

— Del to delete your password

— Clr to clear your password

— Can to cancel and return to the Directory list

IP Softphone 2050 Call Control window

4. If you clicked Ent, select one of the following:

— Enable Pwd Protection

— Disable Pwd Protection

5. Click one of the following:

— Yes to accept your selection

— No to return to the Directory list

6. If you selected Yes, click Done to enable or disable Password Protection.

To change your password:

1. Click the Services button.

2. Select Telephone Options (you will be prompted to enter your password).

3. Enter your password.

4. Select New Password.

5. Click one of the following:

— Sel to select New Password

— Del to return to the previous menu

— Clr to clear your password

— Can to end

If you clicked Sel, you are prompted to enter a new password.

6. Enter your new password and press Sel. You are prompted to confirm your new password.

7. Click one of the following:

— Sel to select New Password

— Del to return to the previous menu

— Clr to clear your password

— Can to end

If you clicked Sel, your password is changed.

IP Softphone 2050 Call Control window

If you make three consecutive incorrect password attempts within an hour, you are locked out of the password-protected features for an hour. “Locked access” displays on your telephone. If Virtual Office is enabled, it is locked out. If you fail to access Virtual Office with incorrect password attempts, your access to other password-protected features is also locked out.

Your system administrator can reset and unlock your access at any time if you have been locked out or have forgotten your password.

Application Server Administration

This feature is available for your system administrator. The Personal Directory, Redial List, and Callers List features use a separate, central database, called the Application Server, to store directory data and user profile options. Backup and restoration of the database can be performed, and user profiles can be managed, by your system administrator using the Application Server Administration feature.

System Tray icon and menu

The IP Softphone 2050 System Tray enables you to manage your phone calls and messages without opening the main IP Softphone 2050 window.

If the IP Softphone 2050 window is minimized on the Taskbar, click either the IP Softphone Taskbar icon or the System Tray icon to view it.

Right-click the System Tray icon to open a pop-up menu that enables you to make, answer, or manage your calls.

Installing and setting up the IP Softphone 2050

System requirements

To use the Nortel Networks IP Softphone 2050, you need:

• Pentium-compatible CPU (200 MHz or higher)

• 128 Mbytes RAM (Microsoft Windows 2000)

• 64 Mbytes RAM (Microsoft Windows 98)

• 55 Mbytes free hard drive space (all languages)

• 800X600 resolution monitor (16-bit color)

• Universal Serial Bus (USB) port

• Nortel Networks USB Audio Kit

Supported operating systems

To use the IP Softphone 2050 you must have one of the following operating systems:

• Microsoft Windows XP

• Microsoft Windows 2000 Professional

• Microsoft Windows 2000 Professional Service Pack 1

• Microsoft Windows 2000 Professional Service Pack 2

• Microsoft Windows 98

• Microsoft Windows 98 Second Edition

USB Audio Kit

You must have a Nortel Networks USB Audio Kit to use the Softphone. The USB Audio Kit enables you to hear and speak with your callers.

The USB Audio Kit includes:

• USB Headset Adapter

Installing and setting up the IP Softphone 2050

• Installation Guide (English and French)

• USB cord

• Telephony-grade monaural headset

• Lower cordset with quick disconnect

Installing the IP Softphone 2050

Refer to IP Phones: Description, Installation, and Operation (553-3001-

368) or consult your system administrator.

Installing the USB Headset Kit

Follow these steps to install the USB Headset Kit:

1. Ensure that you have the proper system requirements as listed “USB Audio Kit” on page 31.

2. Call your system administrator, who may need to change some settings before you can connect the IP Softphone 2050 to the communication server.

3. Connect the coiled lower cord to the headset cord with the Quick Disconnect connector. Ensure the Quick Disconnect is securely fastened.

4. Connect the headset cord to the RJ9 jack on the adapter.

5. Connect the USB cable to the headset adapter and to one of the USB jacks on the back of your computer or USB hub.

The first time the headset adapter is plugged in, a delay occurs while the Windows operating system configures the device and locates appropriate driver software. During the installation, you may be prompted to supply the original Windows CD-ROM so that the Windows operating system can locate drivers.

For more information on installing the IP Softphone 2050 software, contact your system administrator.

Managing contacts with the IP Softphone 2050

Adding contacts

You can add contacts to the Local Directory in the Main Group, or to any group on the Shortcut Bar.

To add a contact to the Local Directory:

1. Do one on the following:

— Click the Main Group and click the Local Directory.

— Click the Group in the Shortcut Bar you want to add contacts to.

You can click Main, Quick Dials, or any custom group that you created.

2. Click File > New Contact... or click the New Contact toolbar button. The Properties dialog box appears.

3. On the Business tab (which is selected by default), enter the contact’s name, address, telephone numbers, and other personal information.

4. Select the e-mail address tab and enter the contact’s e-mail address.

5. Select the Notes tab and enter notes or miscellaneous information.

6. Select the Settings tab and select the contact’s default telephone number and assign multimedia (sound and graphic) call announcements.

7. Click Save.

Note 1: You cannot add contacts to external directories, such as an LDAP directory in Local Directory mode.

Note 2: If the contents of an external directory has changed, you must update the directory before you can see the changes in the IP Softphone 2050 Local Directory. To update the directory, rightclick the imported directory and then click Refresh.

Managing contacts with the IP Softphone 2050

You can add contacts to the Personal Directory, which is stored on the Application Server.

To add a contact to Personal Directory:

1. Click the Directory button.

2. Click Personal Directory.

3. Click the Add key to start a text editor.

4. Enter the contact information.

TIP: you can click the Pause softkey any time during data entry to add a pause in the number.

5. Click Done to submit the entry.

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 contacts

You can edit contacts in all of your directories.

To edit a contact in the Local Directory:

1. On the Call Control window click, Application menu.

2. Click Local Directory.

3. Click one of the following:

— Local Directory

— View Local Directory

4. Find and click the contact you want to edit.

5. Do one of the following:

— Click File > Properties.

— Click the Properties toolbar button.

Managing contacts with the IP Softphone 2050

6. Select each tab and edit the information.

7. Click Save.

To edit a contact in the Personal Directory:

1. Click the Directory button.

2. Select Personal Directory from the Directory list.

3. Search for the desired entry.

4. Highlight the entry.

5. Click the Edit soft key and make the changes.

6. Click the Done soft key.

You can temporarily edit contacts in the Redial List and the Callers List, then dial the edited entry. The changes are not retained.

To temporarily edit a contact and dial it using the Redial List or the Callers List:

1. Click the Directory button.

2. Select Redial List or Callers List from the Directory list.

3. Search for the desired entry.

4. Highlight the entry.

5. Click the Edit soft key and make the changes.

6. Click the Dial soft key to dial the edited entry.

Deleting contacts

You can delete contacts in your Local Directory.

To delete a contact in the Local Directory:

1. On the Call Control window, click Application.

2. Click Local Directory.

Managing contacts with the IP Softphone 2050

3. Click one of the following:

— Local Directory

— View Local Directory

4. Find and click 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 second contact in the range. You can also CTRL-click to select contacts.

5. Click File.

6. Click one of the following:

— Delete

—the Delete toolbar button.

7. Click Yes to confirm the deletion.

You can delete contacts or the contents of the entire directory for Personal Directory, Redial List, or Callers List.

To delete a contact in Personal Directory, Redial List, or Callers List:

1. Click the Directory button.

2. Select the Personal Directory, Redial List, or Callers List.

3. Search for the entry.

4. Highlight the entry.

5. Click the Delete soft key.

6. Click the Confirm or Cancel key.

To delete the Redial List or Callers List:

1. Click the Directory button.

2. Select Redial List or Callers List.

3. Click the Del soft key.

4. Click Yes.

Managing contacts with the IP Softphone 2050

Finding contacts

You can search for contacts in your Local Directory using any of the edit creation criteria.

To find a contact in one of your directories:

1. On the Call Control window, click Application.

2. Click Local Directory.

3. Click one of the following:

— Local Directory

— View Local Directory

4. Find and click the directory you want to search in.

5. Click File.

6. Click one of the following:

— Find Contact...

— Find Contact toolbar button.

7. Enter your search criteria.

Note: You can enter the name, e-mail address, or phone number. Remember to enter it the way it appears in the directory. For example, the name should be in the format, “last name, first name.”

8. Click Find Now. The dialog box expands to display a list of the contacts that fit your search criteria.

9. To stop a search, click Stop.

Managing contacts with the IP Softphone 2050

You can find contacts in Personal Directory, Redial List, or Callers List using the following methods.

To find contacts in Personal Directory, Redial List, or Callers List:

1. Click the Directory button.

2. Click the desired directory and do one of the following:

— Scroll through the directory to the desired entry.

— Enter the number of the entry to go directly to it.

— Search by first name, last name, or number.

Filtering a directory

The IP Softphone 2050 directory enables you to filter directories. Filtering makes directories smaller and easier to manage and use. This feature is especially useful for dealing with large, cumbersome directories. For example, by filtering a directory you can greatly reduce the number of names you have to search through.

To filter a directory:

1. Select the directory you want to filter in the Shortcut Bar.

2. Click the Filter toolbar button. The Filter dialog box appears.

3. Add your filter criteria.

4. Click OK.

Dialing from the Local Directory

You can dial numbers from the Local Directory.

To call a contact stored in the Local Directory:

1. On the Call Control window, click Application.

2. Click Local Directory.

Managing contacts with the IP Softphone 2050

3. Click one of the following:

a. Local Directory

b. View Local Directory.

4. Locate the contact you want to call, then do one of the following:

— Double-click the phone number you want to dial.

— Double-click the contact's name.

— Click the Call Contact toolbar button to dial the default telephone

number.

— Right-click the contact's entry and click the desired telephone

number in the pop-up menu.

— Click the arrow beside the Call Contact toolbar button and click

the desired telephone number in the pop-up menu.

Dialing from the Personal Directory

To dial from the Personal Directory:

1. Click the Directory button.

2. Scroll to the Personal Directory.

3. Click to open the Personal Directory.

4. Find the contact by 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.

5. Double-click the contact to dial the selected entry.

Managing contacts with the IP Softphone 2050

Dialing from the Redial List

You can dial from the Redial List:

1. Do one of the following to open Redial List:

— Click Redial List on the Toolbar in the Enhanced Call Control.

window.

— Click the Directory button, and click Redial List.

2. Find the contact by one doing 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.

3. Double-click the contact to dial the selected entry.

Dialing from the Callers List

You can dial from the Callers List:

1. Do one of the following to open Callers List:

— Click Callers List on the Toolbar in the Enhanced Call Control

window.

— Click the Directory button and click Callers List.

2. Find the contact by one doing 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.

3. Double-click the contact to dial the selected entry.

Managing contacts with the IP Softphone 2050

Adding a group to the Shortcut Bar

You can add a group to the Shortcut Bar in your Local Directory.

To add a new group to the Local Directory:

1. Right-click a blank area on the Shortcut Bar.

2. Click Add New Group. A blank Group button appears with a blinking cursor at the bottom of the Shortcut Bar.

3. Enter the name you want for the group and press Enter.

To view the contents of a group click the group’s button.

Customizing the Shortcut Bar

To change the size of the Directory icons:

1. Right-click a blank area of the Shortcut Bar.

2. Click one of the following:

— Large Icons

— Small Icons

To change appearance of Shortcut Bar:

1. Right-click a blank area in the Shortcut Bar.

2. Click Properties. The Shortcut Bar properties dialog box appears.

3. Enter your custom settings.

4. Click OK.

Managing contacts with the IP Softphone 2050

Properties dialog box

Use the Properties dialog box to enter or change contact information.

To open the Properties dialog box:

1. On the IP Softphone 2050 window, do one of the following:

— Click Application menu > Local Directory > Local Directory.

— Click View > Local Directory. The Directory opens.

2. In the Local Directory window do one of the following:

— Click File > New Contact...

— Click the New Contact toolbar button.

— Click a contact and click File > Properties...

— Click the Properties toolbar button.

This dialog box contains four tabs:

• Properties - Business

• Properties - E-mail address

• Properties - Notes

• Properties - Settings

Properties - Business tab

Use this tab to store a contact’s name, 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: Inserting a comma in the telephone number inserts a

0.5-second delay before dialing the numbers that follow the commas. Insert as many commas as required.

Managing contacts with the IP Softphone 2050

Export button

This button exports the contact information to a *.vcf file. This file can then be imported into e-mail or contact manager applications, or other software applications that use the *.vcf file format.

Properties - Email Address tab

Use this tab to store e-mail information:

• Email address - Enter the contact’s e-mail address.

• Email type - Enter a label for the e-mail address. For example, “Personal e-mail account.”

Note: You cannot send e-mail using the Softphone.

Properties - Notes tab

Use this tab to record miscellaneous information about a contact. You can enter significant dates, recent orders, meeting locations, or any information you need to be available when you call the contact.

Properties - Settings tab

Use this tab to select which telephone number you dial by default. The Default Dial telephone number setting you specify here applies only to this contact.

Tip: You can dial a contact’s non-default telephone number by right-

clicking the contact and selecting any other telephone number that appears in the pop-up menu.

Managing IP Softphone 2050 calls

Making telephone calls

Before making a call, ensure you are wearing your headset.

To make a call:

1. Select the line you want to use by clicking a Line key.

2. Choose one of the following methods to enter the phone number:

— Enter the phone number using the number pad on your keyboard.

— Use the mouse and the IP softphone 2050 dial pad.

— Open a directory application, such as Personal Directory, Redial

List, or Callers List, scroll through the directory, and double-click the number you want to dial.

Tip: To make a call on your prime telephone line, click the Answer/Handsfree button and dial the telephone number as

described above.

Answering telephone calls

To answer a call, ensure you are wearing your headset. When you receive a call, you will hear the IP Softphone 2050 ringer through the Ringing Speaker and you will see Caller ID (if available) on the display area.

Note: The Ringing Speaker is the device you specify on the Select Sound Devices screen of the Configuration Utility.

Managing IP Softphone 2050 calls

To answer a call:

Do one of the following:

• Click the Answer/Handsfree button.

• Click the Line key of the ringing line.

If you are on another call, that call is put on Hold.

Tip: To switch between callers, click the appropriate Line key.

Holding and retrieving telephone calls

To manage calls, ensure you are wearing your headset.

To put a call on Hold, or remove a call from Hold:

1. Click the Line key for the call.

2. Click the Hold button.

Hanging up telephone calls

You must terminate a call when it has ended.

To hang up a telephone call:

1. Click the appropriate Line key to ensure it is selected.

2. Click the Goodbye/Release key.

IP Softphone 2050 USB Headset Adapter

Overview

The features of the USB Headset Adapter are briefly described in Table 3.

Table 3: USB Headset Adapter elements and functions (Part 1 of 2)

Element Function

Message Waiting light

Maximize button Press the Maximize button to maximize or

i2050 Smart Functions button

The red Message Waiting light is located at the top of the USB Headset Adapter. This light has the same function as the Message Waiting light on the IP Softphone 2050 interface.

This light flashes when you have voicemail messages. On most systems, this light also flashes when a call is ringing on the IP Softphone

2050.

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 Softphone 2050.

Press this button to access the i2050 Smart Functions menu. For more information about the i2050 Smart Functions menu, refer to Using the

i2050 Smart Functions button.

IP Softphone 2050 USB Headset Adapter

Table 3: USB Headset Adapter elements and functions (Part 2 of 2)

Element Function

Answer button If you have an incoming call, press the Answer

button to answer the call.

If you have no incoming call when you press this button, the IP Softphone 2050 selects a line and you hear dial tone.

Release button Press the Release button to hang up the current

call.

Mute button Press the Mute button to put a call on mute or

take a call off mute. When you mute a call, you can still hear your caller, but your caller cannot hear you.

Mute light The Mute light is beside the Mute button. When a

call is on mute, the Mute light is on. When a call is not on mute, the Mute light is off.

Volume button Use the Volume button to control the volume of

the headset.

When the i2050 Smart Functions Menu appears, use these buttons to move up and down in the menu.

Answering calls with the USB Headset Adapter

You can answer a call using the USB Headset Adapter even if the IP Softphone 2050 is minimized or in the background.

To answer a call using the USB Headset Adapter:

1. Ensure you are wearing your headset.

2. Press the Answer button.

IP Softphone 2050 USB Headset Adapter

To view Caller ID information before you answer the call if IP Softphone 2050 is minimized or in background:

1. Ensure you are wearing your headset.

2. Press the Maximize button to display the IP Softphone 2050 interface.

3. Press the Answer button.

Hanging up calls with the USB Headset Adapter

You can hang up a call using the USB Headset Adapter even if the IP Softphone 2050 is minimized or 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 easily adjust the volume of your telephone calls using the USB Headset Adapter. Ensure you are wearing your headset so you can hear the changes as you make them.

To decrease the volume, press the left side of the Volume button.

To increase the volume, press the right side of the Volume button.

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.

IP Softphone 2050 USB Headset Adapter

Using the i2050 Smart Functions menu

The i2050 Smart Functions menu provides quick access to IP Softphone 2050 features. You can customize what appears on this menu using the i2050 Configuration Utility.

To access the i2050 Smart Functions menu:

1. Press the i2050 Smart Functions button on the USB Headset Adapter.

2. Highlight the feature you want by using one of the following:

— the mouse

— the keyboard arrow keys

—the Volume button on the USB Headset Adapter

3. To select the feature, do one of the following:

— Click the OK button.

— Press the i2050 Smart Functions button on the USB Headset

Adapter.

If the i2050 Smart Functions menu displays only one feature, the

Don't display this dialog again check box appears. If you select this

check box, the i2050 Smart Functions menu does not appear when you press the i2050 Smart Functions button. Instead, the feature on the i2050 Smart Functions menu is automatically executed when you press the i2050 Smart Functions button.

Customizing the i2050 Smart Functions menu

You can customize the features that appear on the i2050 Smart Functions menu using the i2050 Configuration Utility.

To customize the i2050 Smart Functions menu:

1. Click the Start button.

2. Click Settings.

IP Softphone 2050 USB Headset Adapter

3. Click Control Panel.

4. Double-click the IP Softphone 2050 icon.

5. Click the USB Headset Adapter tab.

6. Click the Configure Smart Functions button.

7. Click the OK button to close the Configure Smart Functions dialog box.

8. Click the OK button to close the i2050 Configuration Utility.

Use the procedures below to change the functions that are available.

To add a function:

1. On the Available functions list, click the function you want to add.

2. Click the Add button.

3. Click the OK button to close the Configure Smart Functions dialog box.

4. Click the OK button to close the i2050 Configuration Utility.

To remove a function:

1. Click the function you want to remove.

2. Click the Remove button.

3. Click the OK button to close the Configure Smart Functions dialog box.

4. Click the OK button to close the i2050 Configuration Utility.

To rearrange the functions on the menu:

1. Click the function you want to move up or down on the i2050 Smart Functions menu.

2. Do one of the following:

— Click the Move Up button to move the function to a higher

position on the menu.

— Click the Move Down button to move the function to a lower

position on the menu.

IP Softphone 2050 USB Headset Adapter

You can also add special functions to the i2050 Smart Functions menu. For information about adding special functions, refer to Custom Functions for i2050 Smart Functions menu.

Custom Functions for i2050 Smart Functions menu

From the Configure Smart Functions dialog box, you can add, delete, and modify custom functions on the i2050 Smart Functions menu.

To add a custom function:

1. Click the New button.

2. In the Name box, enter the name you want to appear on the i2050 Smart Functions menu.

3. In the Command box, enter the pathname and file name of the function you want to add.

Note: If you do not know the pathname or file name of the function, click the Browse button beside the Command box. You can then navigate to the correct file, select it, and click the Open button.

4. In the Arguments box, enter any arguments that are required for this function.

Note: If you want the IP Softphone 2050 to prompt you for the argument when you select this special function, select the Prompt

for arguments check box.

5. In the Initial directory box, enter the pathname of the directory you want this function to use.

Note: If you do not know the pathname of the directory, click the

Browse button beside the Initial directory box. You can then navigate

to the correct directory, select it, and click the OK button.

6. To change the icon that appears beside this function on the i2050 Smart Functions menu, click the Change icon and perform steps 7 to

9. If you do not want to change the icon, go to step 10.

7. Click the Browse button.

IP Softphone 2050 USB Headset Adapter

8. Navigate to the file you entered in the Command box and select it.

9. Click the Open button.

10. Click one of the icons that appears.

11. Click the OK button.

12. Click the OK button to add the new function to the i2050 Smart Functions menu.

To modify a custom function:

1. Click the custom function you want to modify.

2. Click the Modify button.

3. Make the required changes.

4. Click the OK button.

To remove a custom function:

1. Click the custom function you want to remove.

2. Click the Delete button.

3. Click the Yes button to confirm the deletion.

IP Softphone 2050 macros

About macros with the IP Softphone 2050

The IP Softphone 2050 enables you to record macros. A macro is a recorded sequence of steps that can be used 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 macros that ensure certain numbers are always dialed out on a particular telephone line.

To access the IP Softphone 2050 Macro menu from the Standard Call Control window, click the Macro menu.

To access the IP Softphone 2050 Macro menu from the Enhanced Call Control window, click Application menu > Macro.

Once you have recorded a macro, it is saved under the Macro menu.

Recording a macro

You can record a macro to automate a procedure or repetitive action.

To record a macro:

1. Click the Macro button.

2. Click New.

3. Enter the name of your new macro.

4. Click Record.

5. Enter the keystrokes to complete the action or procedure.

6. Click Add to add the new macro to the macro list.

TIP: You can insert a short pause in the macro by using the Pause key. A pause introduces a delay which may be required to access some Interactive Voice Response applications and the voicemail systems.

IP Softphone 2050 macros

Note: If you started recording a macro but you do not complete this function, click the Abort button at the bottom of the Call Control window.

Deleting a macro

You can delete a macro.

To delete a macro

Record a new macro over the existing macro.

Playing a macro

You can play macros to dial telephone numbers or access your voicemail.

To play a macro:

Do one of the following:

• Click Macro > [Macro name].

• Click Application menu > Macro > [Macro name].

IP Softphone 2050 menu commands

Enhanced Call Control window menu

The Application menu provides access to the Enhanced Call Control window.

To access the Enhanced Call Control window:

1. Click Application Menu.

2. Select Skin.

3. Select Enhanced.

Following are the items in the Enhanced Call Control window menu:

• Trays – Selects the information that appears on the Enhanced Call Control window.

— Retract Tray - Displays no additional information, so the

Enhanced Call Control window takes up less space.

— Lines - Displays the Line keys in two columns.

— Number Pad - Displays the dialpad.

— Combo - Displays the Line keys and the dialpad.

• Configure Audio – Specifies the sound device you want to use with the IP Softphone 2050. A sound device such as the USB Audio Kit enables your computer to send and receive audio (sound) signals.

• Select Skin – Selects a Call Control window: Standard or Enhanced.

• Select Language – Selects the language that is used on the IP Softphone 2050.

• Local Directory – Opens the Local Directory.

• Redial List - Opens the Redial List.

• Callers List - Opens the Callers List.

• Macro [Name] – Executes the macro you saved in this command.

IP Softphone 2050 menu commands

• Record – Starts recording a macro.

• Help – Opens the IP Softphone 2050 Help window.

• About – Displays information about the IP Softphone 2050.

• Exit – Closes the Call Control window, but does not disconnect your computer from the telephony server so you can still receive telephone calls (the i2050srv application remains running in the background).

Standard Call Control window menu

The Standard Call Control window menu contains the following items.

• Select Skin – Selects a Call Control window: Standard or Enhanced.

• Select Language – Selects the language that is used on the IP Softphone 2050.

• Exit – Closes the application.

View menu

The View menu contains the following items:

• Local Directory – Displays the Local Directory.

• Message Waiting – Shows or hides the Message Waiting Light.

• Toolbar – Shows or hides the Toolbar.

• Primary Display – Shows or hides the Primary Display.

• Compact Lines – Displays the IP Softphone 2050’s Line keys in two columns so that the main window takes up less space.

• Numeric Pad and Lines – Displays the Dial Pad and the Line keys in one column.

• System Tray – Shows or hides the IP Softphone 2050 task tray icon. Right-click this icon to make or manage telephone calls.

IP Softphone 2050 menu commands

Macro menu

The Macro menu contains the following items.

• Macro [Name] – Executes the macro you saved in this command.

• Record – Starts recording a macro.

• Abort – Stops recording a macro.

Help menu

The Help menu contains the following items.

• Contents – Displays the help topics.

• Search – Searches the help topics for a word or phrase.

• Index – Displays the index for the help topics.

• What's This? – Activates Context Sensitive Help. After selecting this command, click any area of the screen to see help information about it.

• About – Displays information about the IP Softphone 2050.

Troubleshooting the IP Softphone 2050

Application interoperability issues

Some applications do not properly check versions of shared system files at installation time. This can cause interoperability problems between the IP Softphone 2050 and other applications.

For example, installing Timbuktu version 2.0 for Windows 2000 overwrites a .dll file that is also used by the IP Softphone 2050. The IP Softphone 2050 requires the newer version of the .dll and installs this newer version if necessary. To use the IP Softphone 2050 on the same computer as version 2.0 of Timbuktu, you must install Timbuktu first.

The IP Softphone 2050 follows Windows and Install Shield standards for version management of system files.

Connectivity problems

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.

Description:

These messages indicate that the connection with the communication server could not be established. A random retry time is set, after which the IP Softphone 2050 attempts to re-connect. This process is repeated until the IP Softphone 2050 is successfully connected.

Troubleshooting the IP Softphone 2050

If the communication server is up and reachable and the IP Softphone 2050 is pointed to the correct IP address, the “Connecting...” message appears briefly (or not at all).

The “Server unreachable” message indicates that there is a problem contacting the communication server.

Potential causes:

• Network is down.

• Computer is not connected to the network.

• Invalid communication server settings in the Configuration Utility.

• Invalid communication server settings in DHCP configuration.

• Communication server is down.

Action:

• Ping another station on the network.

• Ping the communication server.

• Use the Configuration Utility to verify the communication server IP address and port number.

• Verify that the communication server configuration is correct (a port is available, a license is available, security is correct).

• In the IP Softphone 2050 Configuration Utility QoS tab, select Off, then restart the IP Softphone 2050 application.

Connection is reinitializing

Symptom:

The following message appears: “Connection Established. Reinitializing...”

Description:

This message indicates that the IP Softphone 2050 has established a connection and has sent a request to the communication server to resume connection. The communication server is expected to reply to this request. Some communication servers pass the IP Softphone 2050 to

Troubleshooting the IP Softphone 2050

different sub-components, causing this message to appear two or three times in rapid succession during a normal startup.

Potential causes:

• If the message appears briefly, this is part of a normal startup.

• If the message persists, the communication server programming may be in error.

Action:

Wait to ensure that this message is not a transient startup message. If the message still appears, ensure your communication server programming is correct.

Authorization failed

Symptom:

The following message appears: “Authorization failed”.

Description:

Client has not been authorized to use the communication server.

Potential causes:

• The client has not been authorized by your system administrator.

• The HardwareID in your configuration (Configuration Utility) does not match the HardwareID provisioned for the communication server.

Action:

Contact your system administrator.

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.

Troubleshooting the IP Softphone 2050

Potential causes:

• Network is down

• DHCP server configuration error

Action:

Contact your system administrator.

Service denied

Symptom:

The following message appears:”Service Denied. Reason XXXX “.

Description:

You are not authorized to use the communication server.

Potential causes:

• Invalid HardwareID in the Configuration Utility

• Invalid communication server configuration

Action:

• Ensure your communication server programming is correct.

• Contact your system administrator.

Display updates are very slow

Symptom:

• Cannot connect properly to the communication server

• Messages written to the IP Softphone 2050 appear very slowly.

• Floppy drive may be active.

Potential causes:

The Trace utility may be turned on and writing signaling information to a slow disk such as a floppy drive.

Action:

Troubleshooting the IP Softphone 2050

• The Trace feature should be disabled (unchecked) during normal operation. To check the status of the Trace feature, open the

Configuration Utility and then open the Trace tab.

• If you are using the Trace feature, the specified directory should be on a local, high-speed disk drive.

Audio problems

Verify basic audio operation

To verify the physical connection and proper Windows audio configuration, record an audio message and play it back using the USB headset.

One-way audio

Check that the handsfree option has been programmed for the IP Softphone 2050 on the communication server.

Check if the mute option has been turned on. If the mute option is on, the

Mute button appears red on the IP Softphone 2050 interface.

Check that Network Address Translation (NAT) device is used in the system. If so, check the NAT configuration. You will get one-way audio if the NAT configuration causes the IP Softphone 2050 to attempt to connect to the wrong IP address.

Broken or choppy speech

The Audio Quality slider adjusts the number of buffers between the computer audio device and the IP Softphone 2050 application. Less delay reduces the audio delay but increases the chances of getting broken or absent audio. Higher quality reduces the chance of broken audio but increases audio delay.

If you are receive choppy or broken speech, move the Audio Quality slider toward Higher Quality.

The Windows operating system uses very high process and thread priorities when performing low-level Windows operations, such as

Troubleshooting the IP Softphone 2050

minimizing and maximizing applications. This can cause brief breaks in the IP Softphone 2050 audio streams.

To reduce the severity of this symptom, turn off the Windows transition effects for menus and tool tips.

To turn off the Windows transition effects:

1. Click the Start button.

2. Click Settings.

3. Click Control Panel.

4. Click Display.

5. Select the Effects tab.

6. Clear the Use transition effects for menus and tool tips check box.

Other causes of audio issues

Other applications running on your computer, especially CPU-intensive applications or applications that intercept or delay packets (such as firewalls), can cause broken audio.

Multiple Ethernet interfaces on a single PC may not work well together. For example, the IP Softphone 2050 may exhibit intermittent breaks in audio when using notebooks that have a Xircom RealPort Cardbus Ethernet 10/100+Modem 56 PC Card (PCMCIA) inserted when the notebook is docked. 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:

1. Upgrade your Xircom driver.

2. 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.

Troubleshooting the IP Softphone 2050

Windows sound comes out of the headset

Description:

Windows sound comes out of the headset, but you want Windows sound to come out of the loudspeakers and the Softphone audio to come from the headset.

Action:

In some cases, the Windows operating system defaults all the sounds to the new sound device.

If you want to use the computer speakers for playing the Windows sounds:

1. Click the Start button.

2. Click Settings.

3. Click Control Panel.

4. Click Sounds and Multimedia.

5. Select the Audio tab.

6. Select Sound Playback Preferred device.

7. From the drop-down list, select your computer sound card. (Select your computer’s Sound Recording Preferred device as another device if you do not wish to use the Headset Adapter for this purpose.)

Advanced audio settings

Under normal conditions, you should always select the option

Use Communication Server values. When you choose this option, the

IP Softphone 2050 uses the jitter buffer parameters sent from the communication server.

You can override these settings by selecting the Override

Communication Server. Nortel Networks recommends that you do not

use this option.

Troubleshooting the IP Softphone 2050

Reset conditions

The IP Softphone 2050 resets when:

• instructed to do a hard reset by the communication server

• you change the IP Softphone 2050 skin

• 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

Headset not functioning

Try the following in the order presented:

1. Verify that you have a supported operating system. To check the type of operating system you are using, from the PC desktop, right-click the My Computer icon and then click Properties.

2. Ensure that Universal Serial Bus controllers appears in the Windows Device Manager. If it does not appear, you might need to enable USB in your computer’s setup menus or get a BIOS upgrade. Contact your computer supplier.

3. Ensure that USB Audio Device appears under “Sound, video and game controllers” in the Windows Device Manager. Also ensure that HID-compliant device and USB Human Interface Device appears under Human Interface Devices. If they do not, and the above conditions are correct, see the USB Troubleshooting section in Windows Help.

4. Ensure that you have selected USB Audio Device as the microphone and speaker for the Softphone.

Troubleshooting the IP Softphone 2050

USB Headset Adapter features grayed out

Symptom:

All of the features on the USB Headset Adapter tab in the i2050 Configuration Utility are grayed out.

Description:

The adapter is not recognized as a Nortel Networks USB Headset Adapter or the version of the USB Headset Adapter is earlier than 2.0.

Potential causes:

1. The USB Headset Adapter does not support the functions listed on the USB Headset Adapter tab.

2. The USB Headset Adapter has failed to enumerate properly.

Action:

If you suspect potential cause 2, 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 USB Headset Adapter to re-enumerate.

Cannot hear audio through headset

Ensure that the headset plugged into the USB adapter is provided by the manufacturer.

Check the connectors for a loose connection.

Sound still comes out of my computer speakers

Description:

The IP Softphone 2050 is not configured to direct all call audio to the headset.

Action:

Troubleshooting the IP Softphone 2050

Configure the USB Headset by doing the following:

1. Go to the IP Softphone 2050 Call Control Window.

2. Click Application Menu.

3. Click Configure Audio.

4. Select Headset Microphone.

5. Choose USB Audio Device from the drop-down list.

6. Choose Headset Speaker.

7. Choose USB Audio Device from the drop-down list.

8. Chose Ringing Speaker.

9. Choose the desired device from the drop-down list.

10. Click OK.

Directory problems

Redial List and Callers List must be available on your Call Server, and the appropriate class of service must be enabled, in order for you to use them. If you cannot access Redial List or Callers List contact your system administrator.

Mobile Voice Client 2050 overview

Designed to work with your personal digital assistant (PDA) and IP-based telephone systems, the Mobile Voice Client (MVC) 2050 provides realtime voice service over the Internet.

The MVC 2050 supports several features, including the following:

• 6 programmable line/feature keys

• 4 soft keys (self-labeled)

• 12-button dialpad

• multi-field display

• end user-selectable skins

• directory capabilities including Personal Directory, Redial List, and Callers List

To make a call from your PDA using the MVC 2050, you can dial with your dialpad, use a macro, or use Paste to copy a number from another application. You can also use one of the methods on your PDA System Input Panel.

If you are using Microsoft® Windows Mobile™ 2003 as your operating system, the MVC 2050 can also coexist with a secure Virtual Private Network (VPN) client such as certicom™ movianVPN™ or Apani™Networks, for connection to a business network.

The MVC 2050 functions like the IP Softphone 2050. However, the MVC 2050 cannot be used as an Agent or Supervisor in Call Center Portal applications.

Mobile Voice Client 2050 overview

Software dependencies

The following are the MVC 2050 primary software dependencies:

• Windows Mobile 2003

• GIPS NetEQ (included with the MVC 2050 software)

• VPN client (for secure access to a network)

For secure (VPN) access to a network, a VPN client is required. The Certicom™ movian™ VPN client and the Apani™ Networks VPN client have been tested with the MVC 2050.

Supported PDAs

The following is a list of PDAs supported for use with the MVC 2050:

• Dell® Axim® X5

• Dell Axim X3/C3i

• Hewlett Packard® iPAQ® h5550/h5555

• Toshiba e750/e755

• Toshiba e800/e805

Note: Dell Axim X3, 300 MHz PDA model, is not supported for use with the MVC 2050. Since the PDA industry evolves at a rapid pace, contact Nortel Networks technical support to determine the latest PDA models tested and supported, and any known issues.

PDA processor models, speed, and amount of memory vary. To maintain audio quality, do not overload the processor with intensive tasks while using the MVC 2050. For example, Nortel Networks does not recommend using your PDA version of the Internet browser while using the MVC

2050.

PDA vendors offer two types of rechargeable battery: standard and extended-life. The extended-life battery is recommended to provide longer call duration and increased call volume.

Mobile Voice Client 2050 overview

Headsets

A headset is required in order to send and receive telephone calls using the MVC 2050 and your PDA. The headset is an important part of audio quality.

MVC 2050-compatible iPAQ and Toshiba PDAs support stereo headphones and microphones like Plantronics M130 Adjustable Fit Headset, which is iPAQ-certified.

The Dell MVC 2050-compatible PDA supports a stereo headphone but not a microphone.

CAUTION

MVC 2050 does not support Bluetooth headsets.

Contact your PDA vendor to obtain headset recommendations.

For more information about Automatic Gain Control, see “MVC 2050 configuration” on page 77.

Mobile Voice Client 2050 overview

MVC 2050 menus and screen features

The MVC 2050 software provides menus and screen features to your PDA. Table 4 lists the MVC 2050 menus and their selections.

See also “Mobile Voice Client 2050 Call Handling screen” on page 79 and “Menu and icon summaries” on page 99.

Table 4: MVC 2050 menus

Menu Selections

File Run in background, Paste, Contacts, Settings,

Exit

Keys Headset, Answer, Goodbye, Hold, Features,

Macros

Help Diagnostics, Contents, About

Note: Keys > Features and Keys > Macros selections in Table 4 also provide pop-up menus.

Table 5 on page 72 describes the MVC 2050 screen features. See also “Mobile Voice Client 2050 Call Handling screen” on page 79.

Mobile Voice Client 2050 overview

Table 5: MVC 2050 screen features

Screen features Selections

Call Handling icons Hold, Answer/Headset, Release

Toolbar The retractable toolbar contains keys that are

not present on the remainder of the display.

They are: Directory, Messages, Shift, Services, Expand, Copy, Exit, Redial List, and Callers List.

The toolbar can be shown or retracted using the Toolbar icon on the menu bar. See Figure 18 on page 93.

Mute, Volume Up, and Volume Down icons are also present on the Toolbar and appear on the skin when the Toolbar is retracted.

Toolbar icons Directory, Messages, Shift, Services, Expand,

Copy, Quit, Callers List, Redial List

Menu Bar icons Paste, Contacts, Settings, Toolbar

Navigation The up, down, left, and right cursor control

arrow keys are mapped to the hardware navigation buttons on the PDA hardware. These buttons are used for cursor control.

Mobile Voice Client 2050 overview

Figure 3: Call Handling screen (with Toolbar retracted)

Call Handling icons

Dialpad

Menu Bar

AAA1214_2.bmp

Display

Soft keys (selflabeled)

Programmable Line/Feature keys

Toolbar

Installing and configuring the Mobile Voice Client 2050

To install MVC 2050 on your PDA:

1. If you have an older version of MVC 2050 installed on your PDA, you must remove it prior to installing a newer version. See Removing a previous version of MVC 2050.

2. Place your PDA in its cradle.

3. Synchronize your PDA with a desktop PC running Microsoft ActiveSync. See “Connecting a PDA to a desktop PC using ActiveSync” on page 75.

4. Install the MVC 2050 from a Desktop. See “Installing the MVC 2050 from a Desktop PC using ActiveSync” on page 76.

Removing a previous version of MVC 2050

If a previous version of the MVC 2050 is installed on your PDA, delete the old version before installing the new one, or the installation fails. See Figure 4 on page 75.

Use the following procedure to remove the MVC 2050 from your PDA:

1. Select Start from the Main Application screen. A drop-down menu appears.

2. Select Settings. The Settings dialog box appears.

3. Select the System tab. The System dialog box appears.

4. Select Remove Programs. A list of programs appears.

5. Select Mobile Voice Client 2050.

6. Select Remove. A dialog box appears, asking you to confirm this decision.

7. Select Yes. A brief pause occurs while the PDA removes MVC 2050. After the pause, a dialog box appears asking if you want to perform a soft reset.

8. Select Yes. Your PDA restarts.

Installing and configuring the Mobile Voice Client 2050

Figure 4: Removing MVC 2050

MVC 2050 installation method

The MVC 2050 supports installation from a docked PDA with a Microsoft ActiveSync connection to a desktop PC.

Connecting a PDA to a desktop PC using ActiveSync

Use the following procedure to synchronize your PDA to your desktop PC:

1. Place your PDA in its cradle.

2. Ensure that ActiveSync is running. Connection is confirmed on the ActiveSync screen.

3. Wait for the two PCs to synchronize. Synchronization is confirmed on the ActiveSync screen.

See Figure 5 on page 76. For details about synchronization, refer to the Users Manual for your PDA.

Installing and configuring the Mobile Voice Client 2050

Figure 5: ActiveSync connected

AAA1185.bmp

Installing the MVC 2050 from a Desktop PC using ActiveSync

Use the following procedure to install MVC 2050 using the CD:

1. Insert the MVC 2050 CD into the CD-ROM drive of your desktop PC.

2. Go to your desktop and double-click My Computer.

3. Select the CD Drive.

4. Select Setup.

5. Follow the instructions on the screen. The Install Wizard displays a message asking you if you want to modify, install, or remove the MVC

2050.

6. Select Install. The Install Wizard installs the MVC 2050. When the installation finishes, a message appears on the PC’s display requesting that you attend to your device (PDA) and a message appears on the PDA’s display asking you if you want to perform a soft restart.

7. Select Yes. Your PDA restarts with the new version of the MVC 2050.

Installing and configuring the Mobile Voice Client 2050

MVC 2050 configuration

Enable ClearType

The MVC 2050 uses a special screen font which requires that ClearType® be enabled on your PDA.

To enable ClearType:

1. From the PDA’s Main Application screen, select Start.

2. Select Settings.

3. Select Screen.

4. Select Enable Clear Type.

Automatic Gain Control

Since the MVC 2050 requires a headset to operate properly, there may be a requirement to disable Automatic Gain Control to ensure optimum audio quality.

Note: When the PDA is used in handsfree mode, without a headset, the PDA microphone picks up sounds from the speaker, creating a feedback loop. Automatic Gain Control is used in this instance to avoid feedback. For further information about device hardware settings, see your PDA’s Help system.

To disable Automatic Gain Control:

1. Select Start.

2. Select Settings.

3. Select System.

4. Select one of the following, depending on the PDA you are using:

a. Audio

b. Advanced Sounds

c. Microphone

5. Select Automatic Gain Control.

Installing and configuring the Mobile Voice Client 2050

6. Select Disable.

7. Select Yes.

For further information about MVC 2050 configuration and settings, see the MVC 2050 Help system.

Mobile Voice Client 2050 Call Handling screen

Starting the MVC 2050

To start the MVC 2050 from your PDA:

1. From your PDA’s Main Application screen, select Start.

2. Select Programs. See Figure 6.

3. Select Mobile Voice Client 2050. The Call Handling screen appears. See Figure 7 on page 80.

Figure 6: Starting MVC 2050 from Main Application screen

AAA1211a.bmp

AAA1211b.bmp

Mobile Voice Client 2050 Call Handling screen

Figure 7: Call Handling screen (with Toolbar retracted)

Call Handling icons

Message Lamp

AAA1214_2.bmp

Messages

Directory

Display

Shift

Services

olume Up

Volume Down

Dialpad

Mute

Menu Bar

Paste

Contacts

Expand

Copy

Quit

Toolbar

System Input

Toolbar Toggl

Settings

Navigation

You can use the up, down, left, and right cursor control arrow keys on your PDA as navigation buttons to move around the display of MVC 2050.

Appearance

The appearance of the Call Handling Screen differs with each available skin. For more information about skins, see “MVC 2050 graphical interface (skins) components” on page 81.

The MVC 2050 uses a special screen font which requires that ClearType® be enabled on your PDA. ClearType software improves the

Mobile Voice Client 2050 Call Handling screen

appearance and readability of text on liquid crystal displays (LCDs), pocket PC screens, and flat panel monitors. See “MVC 2050 configuration” on page 77 for information about enabling ClearType.

MVC 2050 graphical interface (skins) components

The MVC 2050 skins are the graphical representation of the MVC 2050. The diapad, menu, and icon buttons are located on the skin. Skins come in several colors and arrangements.

To select a skin:

1. Select Settings.

2. Select Skin.

3. Select a skin from the list.

All skins share the following common components. See Figure 8 on page 82.

• programmable line/feature keys

• soft keys (self-labeled)

• dialpad

•display

• Call Handling icons

• Toolbar icons

• Menu Bar icons

• retractable toolbar

• System Input Panel icon

See the following examples of the MVC 2050 skins: Figures 8 to 11 starting on page 82 and Figure 18 on page 93.

Mobile Voice Client 2050 Call Handling screen

Figure 8: Black skin

Message Lamp

Display

Dial pad

Menu Bar

Figure 9: Blue skin

AAA1220a.bmp

Goodbye

Answer

Hold

Soft keys

(self- labeled)

Programmable Line/ Feature Keys

System Input

Figure 10: Lime skin

Figure 11: Round skin

Mobile Voice Client 2050 Call Handling screen

Display

The display is located in the central area of the skin. See Figure 8 on page 82.

Programmable line/feature keys

Six programmable line/feature keys are located on the right side of the skin. They are aligned vertically and are the same color as the display. See Figure 8 on page 82. On the round skin, the programmable lIne/ feature keys are arranged in two rows of three on either side of the skin, under the dialpad. Figure 11.

Soft keys (self-labeled)

Four soft keys (self-labeled) are located in the bottom row of the display area. See Figure 8 on page 82.

Note 1: The label on the key changes, based on the active feature.

Note 2: A triangle before a key label indicates that the key is active.

Dialpad

The 12-button dialpad is located on the left-hand side of the skin. See Figure 8 on page 82. The dialpad is located in the center of the Round skin. See Figure 11 on page 83.

Message Lamp

The Message Lamp lets you know if you have voicemail waiting. See Figure 8 on page 82.

Mute Indication Lamp

The color of the Mute button changes to red when the call is muted. The

Toolbar must be retracted to see this indicator because the Toolbar icon

for Mute does not change color when the microphone is muted. See Figure 18 on page 93.

Mobile Voice Client 2050 Call Handling screen

Menus

The MVC 2050 provides the following menus:

• File

•Keys

•Help

File

The following items are available from the File menu:

• Run in background

•Paste

•Contacts

• Settings

• Exit

See Figure 12 on page 86.

Mobile Voice Client 2050 Call Handling screen

Figure 12: File menu

AAA1212.bmp

Run in background

Select Run in Background to close the MVC 2050 and keep it running in the background so that incoming calls can ring on your PDA.

To accept an incoming call while the MVC 2050 is running in the background:

1. From the Main Application screen, select Start.

2. Select Recently Used Application.

Note: You can also select Start > Today or Start > Home, depending on your PDA. When you select Start > Today or

Start > Home, the MVC 2050 icon appears in the lower right corner

of this screen.

After you have completed your call, press the “X” in the upper right-hand corner of the PDA display to close the application. See Figure 12. This returns the MVC 2050 to Run In Background mode.

Mobile Voice Client 2050 Call Handling screen

Paste

Select Paste to paste a telephone number, copied from another application, into the MVC 2050. You can do this to place a call rather than entering it through your Call Handling screen dialpad.

Contacts

Select Contacts to launch the Contacts dialog box. The Contacts application reads a list of contacts from the PDA Contacts list. The PDA Contacts List application can normally be synchronized with Outlook on your desktop PC.

Settings

The following items are available on the File > Settings submenu:

• Profiles

• Server

• Skin

•Features

•Macros

•Audio

• About

• Language

• Hardware ID

• Advanced Audio

• Listener IP

• Sounds

For more information about Settings, see “Mobile Voice Client 2050 settings” on page 127.

Exit

Select Exit to close the MVC 2050. Once you select Exit, you cannot place or receive calls until you re-start the application. For more information, see “Run in background” on page 86.

Mobile Voice Client 2050 Call Handling screen

Note: Selecting Exit frees up PDA processing resources.

Keys

The following items are available from the Keys menu:

• Headset

•Answer

• Goodbye

•Hold

•Features

•Macros

Figure 13: Keys menu

AAA1213.bmp

Headset

Select Headset to answer an incoming call or to obtain dial tone to place a call. (See also the Headset/Answer icon, located at the top, center, of the Call Handling screen).

Mobile Voice Client 2050 Call Handling screen

Answer

Select Answer to answer an incoming call or to obtain dial tone to place a call. See also the Headset/Answer icon, top center in the Call Handling screen.

Goodbye

Select Goodbye to end your call. See also the Goodbye icon, top right in the screen.

Hold

Select the Hold menu item to place a call on hold. See also the Hold icon, top left in the Call Handling Screen.

Features

Select Features to access to a menu of interface keys. The defaults vary depending on which type of communication server you are connected to.

• See Figure 14 on page 90 to access the Features submenu from the

Keys screen.

• See Figure 15 on page 90 to access the Features menu from the

Settings screen.

The following are the default Features:

•Message

•Shift

• Directory

• Services

• Expand

•Copy

•Quit

• Redial List

• Callers List

Items in Features submenu can be re-organized using the Settings >

Features tab; however, items cannot be added or removed.

Mobile Voice Client 2050 Call Handling screen

Figure 14: Keys > Features screen

Page60-Features.bmp

Figure 15: Settings > Features screen

AAA1200.bmp

Macros

AAA1200.bmp

Mobile Voice Client 2050 Call Handling screen

Select Macros from the Keys menu to access macros available through the Settings > Macros dialog box. You can use macros to make speeddial calls, access voicemail, and perform routine functions faster and easier (see “Macros” on page 137).

Help

The following items are available from the Help menu:

• Contents

• Diagnostics

• About MVC 2050

MVC 2050 offers a PDA-specific version of Help, shown in Figure 16.

Figure 16: Help menu

AAA1214.bmp

Contents

Select Contents to access the MVC 2050 Help system.

Mobile Voice Client 2050 Call Handling screen

Diagnostics

Diagnostics provides access to a list of methods to determine server connection state.

To access Diagnostics:

1. Select Help.

2. Select Diagnostics to see the following items in the drop-down list.

—Ping

— Trace Route

— RUDP Ping

About MVC 2050

Select About MVC 2050 to see the MVC 2050 system product name, version number, copyright indication, Nortel Networks name and logo, and Global IP Sound® name and logo. The MVC 2050 uses packet loss concealment provided by Global IP Sound’s NetEQ™ software.

Figure 17: About screen

Mobile Voice Client 2050 Call Handling screen

Figure 18: Call Handling screen (with Toolbar retracted)

AAA1214_2.bmp

Messages

Directory

Shift

Services

Volume Up

Volume Down

Mute

Menu Bar

Paste

Contacts

Expand

Copy

Quit

Toolbar

System Input

Toolbar Toggle

Settings

Icons

See Figures 18 and 19 to view the icons available in the MVC 2050.

Icons can be divided into three types:

• Call Handling icons

• Toolbar icons

• Menu Bar icons

Mobile Voice Client 2050 Call Handling screen

Figure 19: Icons

Call Handling icons

AAA1214_2.bmp

Toolbar icons

Menu Bar icons

Call Handling icons

The Call Handling icons are:

•Hold

• Answer/Headset

• Goodbye

These Call Handling icons are located at the top of the skin. See Figure

19. The call handling icons are located across the middle of the Round

skin.

Hold

Use the Hold icon to place calls on Hold and remove them from Hold.

Mobile Voice Client 2050 Call Handling screen

Answer/Headset

Use the Answer/Headset icon to receive and place calls.

Goodbye

The Goodbye icon is used to terminate calls.

Toolbar icons

The Toolbar icons are:

• Directory

• Messages

•Shift

• Services

• Expand

•Copy

•Quit

• Callers List

• Redial List

The Toolbar icons are visible when the Toolbar is retracted.

See Figures 18 and 19 to view the Toolbar retracted.

Note 1: Select Keys > Features to view menu items that are exact equivalents to tapping these Toolbar icons.

Note 2: Volume Up, Volume Down, and Mute (which are covered when the Toolbar is shown) are also repeated on the Toolbar.

Directory

The Directory icon, depending on how your system administrator has set up this service, may access a local directory, the Personal Directory with up to 100 entries, Password Administration, or some other serverbased directory service.

Select the Directory icon to place a call. Directory accessibility depends on the system you are connected to.

Mobile Voice Client 2050 Call Handling screen

Inbox/Messages

Select the Inbox/Messages icon to access your messages or to return a call.

Outbox/Shift

Select the Outbox/Shift icon to shift between sets of programmable line/ feature keys.

Services

Select the Services icon to access a list of network services.

Expand

Select the Expand icon to access additional services, depending on the system you are connected to.

Copy

Select Copy to add contacts to the Personal Directory by copying entries from the Redial List, the Callers List, or other directory applications. Availability of the Copy feature depends on which type of communication server you are connected to, and on how your system administrator has set up the Directory service.

Tip: If you are creating multiple entries in the Personal Directory, you can make and edit multiple copies in an existing entry.

Quit

Select the Quit icon to exit a network service or feature.

Callers List

The Callers List icon provides access to information on up to 100 telephone numbers of calls received.

Redial List

The Redial List icon provides access to information on up to 20 telephone numbers you have recently dialed.

Mobile Voice Client 2050 Call Handling screen

Menu Bar icons

The Menu Bar icons are:

•Paste

•Contacts

• Settings

• Toolbar toggle

• System Input

Paste

Use the Paste icon to paste a number from another application to the MVC 2050.

Settings

Select the Settings icon to view the Settings screens.

Contacts List

Use the MVC 2050 Contacts List icon to view, select, and dial contacts. The MVC 2050 Contacts List is a read-only list available from the PDA

Contacts List. To add, modify, or delete entries, use the PDA Contacts

application. The PDA Contacts List can also be updated by synchronizing it with your deskptop’s Outlook directory using Microsoft® ActiveSync®. See your PDA’s user guide for a description of this feature.

Toolbar

Select the Toolbar icon to toggle the Toolbar display on and off.

System Input

The System Input icon in the system tray at the bottom right-hand corner of the PDA provides access to the System Input Panel, shown in Figure 8 on page 82. Consult your PDA documentation for a description of the System Input Panel.

You can use the System Input Panel to enter data for the MVC 2050 and other applications.

Mobile Voice Client 2050 Call Handling screen

The following are four methods you can use to input data on your PDA:

• Keyboard

• Transcriber

• Letter Recognizer

• Block Recognizer

Using the MVC 2050 application, the PDA keyboard can act like a dialpad. For instance, the alphabetical J, K, or L is interpreted as a number five (5). Keys that are not alphanumeric are ignored.

You can use a transcriber to write a telephone number on the display area to place a call. See Figure 20.

Figure 20: Transcriber used to enter a number

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Mobile Voice Client 2050 Call Handling screen

Menu and icon summaries

File menu

Table 6 summarizes the File menu selections.

Table 6: File menu

Selection Description

Run in Background Closes the MVC 2050 application, but leaves it

running in the background to allow incoming calls to be received.

Paste Pastes a telephone number into the call

interface to place a call (also available as a Menu Bar icon).

Contacts Opens the Contacts List (also available as a

Menu Bar Icon).

Settings Provides access to the Settings dialog boxes

(also available as a Menu Bar Icon).

Exit Shuts down the MVC 2050 application (also

available as a Menu Bar Icon).

Mobile Voice Client 2050 Call Handling screen

Keys menu

Table 7 summarizes the Keys menu selections.

Table 7: Keys menu

Selection Description

Headset Answers an incoming call or provides dial tone so you

can make a call (also available as the Headset/

Answer icon located at the top center of the display).

Answer Answers an incoming call or provides dial tone so you

can make a call (also available as the Headset/

Answer icon located at the top center of the display).

Goodbye Releases the call.

Hold Places the current call on hold (also available as the

Hold icon at the top left of the display).

Features Presents a menu of available features.

Macros Presents a menu of the programmed macros.

Help menu

Table 8 summarizes the Help menu selections.

Table 8: Help menu

Selection Description

Contents Accesses the Help system.

Diagnostics Provides access to MVC 2050 diagnostics.

About Provides information about your MVC 2050 system.

100

Avaya IP Softphone 2050 User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Revision history

Contents

About this guide

IP Softphone 2050 overview

IP Softphone 2050 features

Main parts

The IP Softphone 2050 Call Control window

The Local Directory window

The i2050srv application

The System Tray icon and menu

IP Softphone 2050 Call Control window

Standard Call Control window

Enhanced Call Control window

Call Control window elements and functions

Hot keys

Local Directory

Main Group

Quick Dials Group

Personal Directory, Redial List, and Callers List

User preferences for Personal Directory, Redial List, and Callers List

Call Log Options

Personal Directory

Call Log features: Redial List and Callers List

Password Administration

Application Server Administration

System Tray icon and menu

Installing and setting up the IP Softphone 2050

System requirements

Supported operating systems

USB Audio Kit

Installing the IP Softphone 2050

Installing the USB Headset Kit

Managing contacts with the IP Softphone 2050

Adding contacts

To add a contact to the Local Directory:

To add a contact to Personal Directory:

Editing contacts

To edit a contact in the Local Directory:

To edit a contact in the Personal Directory:

To temporarily edit a contact and dial it using the Redial List or the Callers List:

Deleting contacts

To delete a contact in the Local Directory:

To delete a contact in Personal Directory, Redial List, or Callers List:

To delete the Redial List or Callers List:

Finding contacts

To find a contact in one of your directories:

To find contacts in Personal Directory, Redial List, or Callers List:

Filtering a directory

To filter a directory:

Dialing from the Local Directory

To call a contact stored in the Local Directory:

Dialing from the Personal Directory

To dial from the Personal Directory:

Dialing from the Redial List

You can dial from the Redial List:

Dialing from the Callers List

You can dial from the Callers List:

Adding a group to the Shortcut Bar

To add a new group to the Local Directory:

Customizing the Shortcut Bar

To change appearance of Shortcut Bar:

Properties dialog box

To open the Properties dialog box:

Properties - Business tab

Properties - Email Address tab

Properties - Notes tab

Properties - Settings tab

Managing IP Softphone 2050 calls

Making telephone calls

To make a call:

Answering telephone calls

To answer a call:

Holding and retrieving telephone calls

To put a call on Hold, or remove a call from Hold:

Hanging up telephone calls

To hang up a telephone call: