CounterPath Bria 3.2 User Manual

Bria 3 for Mac User Guide Enterprise Deployments

CounterPath Corporation

CounterPath Corporation Suite 300, One Bentall Centre 505 Burrard Street, Box 95 Vancouver, BC V7X 1M3 Tel: 604.320.3344 sales@counterpath.com www.counterpath.com

This document contains information proprietary to CounterPath Corporation, and shall not be used for engineering, design, procurement, or manufacture, in whole or in part, without the consent of CounterPath Corporation.

The content of this publication is intended to demonstrate typical uses and capabilities of the CounterPath Bria 3 for Mac softphone application from CounterPath Corporation. Users of this material must determine for themselves whether the information contained herein applies to a particular IP-based networking system. CounterPath makes no warranty regarding the content of this docu ment, including—but not limit ed to—implied warranties of fitness for any particular purpose. In no case will CounterPath or persons involved in the production of this documented material be liab le for any inciden tal, indire ct or otherwise co nsequential damage or loss that may result after the use of this publication.

CounterPath and the logo are trademarks of CounterPath Corporation. Mac, Mac OS, QuickTime and iSight are registered trademarks of Apple Inc., registered in the U.S. and other

countries

This manual corresponds to version 3.2 of Bria 3 for Mac.

Rev 1

Contents

Introduction...................................................................................................................................1

Installation and Setup....................................................................................................................3

Getting Ready .........................................................................................................................3

Starting Bria............................................................................................................................4

Configuring Bria.....................................................................................................................5

Setting up a Contact List.........................................................................................................6

Troubleshooting......................................................................................................................7

Checking for Bria Updates .....................................................................................................7

Making Phone Calls......................................................................................................................9

The Onscreen Softphone.........................................................................................................9

Placing a Call..........................................................................................................................11

Handling Incoming Calls........................................................................................................15

Handling an Established Call..................................................................................................16

Transfering a Call ...................................................................................................................17

Handling Video Calls.............................................................................................................19

Conference Calls.....................................................................................................................21

Voicemail................................................................................................................................24

Forwarding Calls.....................................................................................................................24

Working in Deskphone Mode.................................................................................................25

Other Bria Features.......................................................................................................................27

Instant Messaging ...................................................................................................................27

Sending a Broadcast IM..........................................................................................................28

Group Chat (Conference IM)..................................................................................................29

Chat Rooms.............................................................................................................................31

Viewing the Message Archive................................................................................................32

Sending and Receiving Files...................................................................................................33

The Contacts Tab..........................................................................................................................35

Populating the Contact List.....................................................................................................36

Managing Contacts and Groups..............................................................................................40

Using Contacts........................................................................................................................44

Sharing Online Status .............................................................................................................45

Privacy ....................................................................................................................................49

Using Other Resources .................................................................................................................51

The History Tab......................................................................................................................51

The Favorites Tab...................................................................................................................52

The Directory Tab...................................................................................................................53

Configuring Bria...........................................................................................................................55

Configuring Accounts: the Accounts Tab ..............................................................................55

General Preferences................................................................................................................60

A Troubleshooting........................................................................................................................69

B Contact List Headings...............................................................................................................74

C Glossary.....................................................................................................................

................75

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1 Introduction

Read this manual if you who are working in an enterprise and you have a system administrator. It is assumed that your system administrator has either configured Bria on your behalf or has give you instructions on configuring it yourself. If you are not working in an enterprise, read the user guide “Using Bria for Mac – for Retail Deployments”.

Bria is a softphone from CounterPath that enables you to make VoIP voice and video calls, send and receive instant messages, share online status (presence) information, and exchange files. Bria implements SIP-based standards for phone calls, IM and presence, allowing you to work with different VoIP service providers. Bria also uses XMPP-based standards for IM and presence.

Standard Telephone Features

The CounterPath Bria 3 for Mac softphone has all standard enterprise telephone features, including:

• Call display and Message Waiting Indicator (MWI).

• Speakerphone and Mute.

• Redial, Hold, Do Not Disturb.

• Call history – list of received, missed, and dialed calls.

• Call forward.

• Call transfer.

• Call record.

• Auto answer.

• Six-party audio conferencing.

• Three-party video conferencing.

Enhanced Features and Functions

Bria also supports the following features and functions:

•Video

• IM and presence using the SIP SIMPLE protocol or the XMPP protocol.

• IM conferencing (group chat) via an XMPP account.

• Corporate chat rooms.

• Contact list containing the individual user’s contacts

• Directory containing names from a shared LDAP directory.

• File transfer via an XMPP account.

• Automatic detection and configuration of audio and vid eo dev ices.

• Acoustic echo cancellation, automatic gain control, voice activity detection.

• Support for DTMF (RFC 2833 or inband DTMF).

• Support for the following audio codecs:

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DVI4, DVI4 Wideband, G.711aLaw, G.711uLaw, G.722, G.729, GSM, iLBC, L16 PCM Wideband,

Speex, Speex FEC, Speex Wideband, Speex Wideband FEC.

• Support for the following video codecs:

H.263, H.263+ 1998, H.264.

• Automatic selection of the best codec based on the other party’s capability, the available bandwidth, and

network conditions. Bria switches the codec within a call in response to changing network conditions.

• Integration with a SIP deskphone, so you can use either the deskphone controls or the Bria screens to

control a phone call.

• Compliance to 3261 SIP standard.

• XMPP compliance as follows:

• RFC 3920

• RFC 3921

Supported extensions:

•XEP-0004

•XEP-0016

•XEP-0022

•XEP-0077

•XEP-0085

•XEP-0092

•XEP-0115

• Support for these firewall traversal solutions: STUN, TURN, or ICE.

2 Installation and Setup

2.1 Getting Ready

Multimedia Device Requirements

Bria requires both speakers and a microphone to make calls. Any of the following configurations are acceptable:

• External speakers and microphone

• Built-in speakers and microphone

• Dual-jack multimedia headset

• USB multimedia headset

• USB phone. Bria is optimized to work with Apple iSight camera.

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2.2 Starting Bria

First-time Startup

If Bria is not already running, start it as you would any other program. The Bria Login dialog appears with the Profile set to “Manually configure login server”.

1. Set the profile to the value specified by your system administrator and click Continue (or Log in).

Typically:

• No login required: Used if you will manually configure Bria, as described below.

• DHCP provided: Used if Bria will be automatically configured for you and only if your system administrator has set up for DCHP discovery.

• Manually configure login server: Used if Bria will be automatically configured for you but you must manually enter the server address (as provided by your system administrator).

2. If you chose the DHCP or “Manually configure” profil e, the lo gin dialog appears for y ou to ente r the log in server (“Manually configure” profile only) and your credentials. This information is provided by your system administrator.

Press Login; the softphone GUI appears.

Subsequent Startups

After the first-time startup, the Bria Login dialog will not appear if you selected the No login required profile. (If you started up the first time with “No login required” but i n fact you do need to log in, go to the menu and

choose Preferences. Click the Application tab and enable login. See page 60.)

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2.3 Configuring Bria

Read this section if your system administrator advises you that you must eit her configure Bria or complete the configuration.

(If your administrator advises you that configuration is already done, go to “Setting up a Contact List” on page 6.)

Setting up Accounts

1. From the menu bar, choose Bria > Preferences > Accounts. The Account list appears with a Mac Address Book account already set up.

2. If you want to pull in the contacts from your Mac Address Book, enable this account. See page 37 for more information.

Set up the SIP Account

3. Click the + button and choose New SIP Account. The SIP Account window opens.

4. Set up the first SIP account as instructed by your system administrator.

5. When done, click OK; the account is enabled and registered; check the account list to make sure the account registers successfully.

Set up the Corporate XMPP Account

6. If your administrator has instructed you to set up an XMPP account, click the + symbol at the bottom of the window and choose New XMPP Account. The XMPP Account window opens.

7. Complete the fields with the information provided by your system administrator.

8. Click OK.

Set up a Personal XMPP Account

If you already have an XMPP account independent of Bria (for example, a Gmail™ webmail service account), you can create an account in Bria and pull your contacts into the Bria contact list. You can then IM these contacts directly from Bria.

9. Click the + symbol at the bottom of the window again and choose New XMPP Account. A blank XMPP Account window opens.

10. Complete the window with the information obtained from the XMPP service provider. Typically you only have to complete the User Details. For more information, see page 58.

11. Click OK. In a few seconds you will se e all the existing contacts from your XMPP account appear in the Bria contact list, in a new group.

Make sure the Status is green for both accounts.

Enable your Mac Address Book Account

12. A Mac Address Book is automatically created but initially disabled. Enable this account if you want to automatically pull your Mac Address Book contacts into your Bria contact list so that you can phone and IM them from Bria.

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2.4 Setting up a Contact List

Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files. You can bring in contacts from other sources:

• From a file such as a vCard or comma-separated-values (CSV) file. See page 38.

• From your Mac Address book. See page 37.

• From a corporate directory, if your system administrator has set one up. See “The Directory Tab” on page 53.

In addition:

• During a call that you place or receive, you can add the other party to your contact list. See “Handling an Established Call” on page 16.

• You can add addresses to the Contact list one by one. See page 40.

For general information on contacts, see page 35.

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2.5 Troubleshooting

Bria includes tools for helping you troubleshoot problems. From the menu, choose Help > Troubleshooting.

• Audio tab: While you are on a phone call, you can test the quality of the audio. Note that to perform a valid test, you should be on an established call (not a call attempt).

• Video tab: You can verify that your camera is working.

• Network tab: You can verify that you are successfully connected to the network.

• Devices tab: You can verify that your microphone and speakers are working and can set the volume to a comfortable level without having to actually place a phone call.

• Diagnostics tab: If none of the other tabs help you solve your problem.

2.6 Checking for Bria Updates

Your system administrator should tell you about the policy for checking for and installing upgrades. To check for updates to Bria, from the menu bar, choose Help > Check for updates. The Auto Update window

appears.

• If a new version of the software is available, you can download it from this window.

• If no newer version is available, this window informs you that your version is up to date.

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3 Making Phone Calls

Call entry field See page 11.

Resources. See page 35

Close window

Show/hide dial pad

Minimize to dock

Resize softphone

The dashboard menu

The Call button

3.1 The Onscreen Softphone

Compact View

To display a compact view of the softphone, hide the dialpad and hide all the resources tabs (View > Hide).

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The Bria Menu

The menu contains the following items that are specific to Bria:

• Bria > Preferences. See page 55.

• View. Changes how Bria looks. Also lets you view the message archive and chat rooms (if you are a member of one; see page 31).

• Contacts. Lets you work with contacts.

• Actions. Lists the actions that you can perform, depending on the current “state” of Bria. For example, if a contact is selected, it lists all the actions that can be performed on that contact.

• Help. Provides access to various service-related features.

The Bria Toolbar

The toolbar has various buttons, including the message waiting indicator (MWI) and missed calls indicator. Hover over each button for a description.

Receiving an Online Status Request

When you start Bria, one of the first things you may see (if presence is enabled) is an Online Status Request dialog. See “Sharing Online Status” on page 45.

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3.2 Placing a Call

Place the call as described in the table below. The outgoing call opens in its own call panel, below any other existing call panels. You will hear a ringing tone while Bria attempts to make a connection.

Option From the... Description

Keying Dialpad or computer

keyboard

Drag-and-drop contact or previous call

Control-click a contact or previous call

Single-click a contact Contacts tab Hover ove r th e right side of the contact to reveal the click-to-call

Redial Redial button • When the call entry field is empty, click the Call button.

Dialing Dial pad 1. If the dialpad is not visible, click the Show/Hide dialpad button.

From an instant message IM window Click the menu at the top of the IM window and choose Call.

Contacts or History tab Drag an entry from the Contacts or History tab. (If the tab contains lots

Contacts or History tab Control-click an entry from the Contacts or History tab and choose Call

1. Enter the number or address in the call entry field using the dialpad or the computer keyboard. To turn letters to numbers, see page 13.

If entering a softphone address, you can enter the entire address (6045551212@domainA.com) or just the number (6045551212).

As you type, a suggestion for completing the entry may appear. Choose the suggestion or keep typing.

2. Click the Call button or press Enter.

of contacts, first search or filter the list.)

or Video Call. (If the tab contains lots of entries, first search or filter the list.)

button. Click to place a call using the primary phone number for this contact.

• Or click the arrow in the call entry field and select a recent call.

An audio call is placed.

2. Click the numbers on the dialpad to enter the phone number.

3. Click the Call button or press Enter.

See the next page for an example.

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Call entry field

Click to place the call

Auto complete suggestions

For information on working with the call, see “Handling an Established Call” on page 16.

Dealing with an Auto Attendant

If you know that your call will be answered by an auto attendant and you know what menu items you will choose, you can include those menu items (DTMF) in the pho ne number when you dial it:

• Before the first DTMF number, include at least one capital P.

• You can include other Ps. Each P causes Bria to wait one second before sending the next character.

• At the end of the input, you must include a ; character. Example: To dial a number, add a 3-second delay and then press 44, enter this in the call entry field:

604551212PPP44;

Example: To dial a number, add a 6-second delay, then press 1 then 3 then 2, each with a two second delay: 604551212PPPPPP1PP3PP2;

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Choose the account to use.

This account will be used for all calls until you select a different account or go back to Auto Select

If you choose Auto Select, then the account to use depends on dial plan rules set up by your system administrator. If there are no dial plan rules, then the “preferred” account (page 55) is used.

Turn letters-to-numbers on or off

Type the phone number using numbers and letters, as desired

When you click Call, the call panel will open and the call will be placed. The call panel will show the phone number all in digits.

Selecting the Account to Use

This information applies only if you have more than one SIP account set up and enabled. When you place a call, you can explicitly specify the account to use for that call. The account selection option s appear only if y ou have two or mo re SIP accounts that a re enabled and be ing used

for phone calls. To make an account “useable” for phone calls, from the menu bar, choose Bria > Preferences > Accounts, open the desired account and change the Use For fields on the General tab (page 55).

Letters to Numbers

You can type letters and Bria will convert the letters to numbers when placing the call:

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Turn Hide my number on or off

Existing call is automatically put on hold

Place the call in the usual way

New outgoing call

Switch between the different calls by clicking Resume on the desired call panel. That call becomes the active call and all other calls are on hold.

Hiding your Identity (Anonymous Calling)

You can hide your identity on a call, so that the other person will not see your name or number on their phone. Your ID will be hidden for all outgoing calls until you turn off Hide my number mode

Anonymous Calling is automatically turned off when you shut down.

Placing another Call

You can place another call. There is no limit to the number of calls you can make, although eventually the quality of audio and video will degrade because of lim it ations on the computer.

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Click. If you are on another call, that first call is automatically put on hold. You are now talking to the new caller.

Or click. There will be a busy signal. The call may be directed to voicemail (if you have this service).

Or click Forward; a call entry field appears. Enter the name or number to forward to and click Forward Now.

Click to answer a video call and start sending your video immediately

Click to answer without video; if you want (and if you have a camera), you will be able to add video later.

This is the alert for a video call

This is the alert for an audio-only call

Turn Auto Answer on or off

Auto answer is initially configured to auto-answer after one ring, and to send only your audio when the call is established. To change this configuration choose Preferences > Call Automation.

Auto answer is automatically turned off when you shut down.

3.3 Handling Incoming Calls

Bria must be running to answer incoming calls. (If Bria is not running, incoming calls may be directed to voicemail; check with your system administrator.)

The new call appears in its own call panel. In addition, the Call Alert box appears, even if Bria is minimized. For information on call alerts, see page 62.

Auto Answer

You can set Bria to automatically answer all incoming calls.

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Speaker control, microphone control and mute

Speakerphone

Place another call

The current call is automatically put on hold). See page 14

Conference Calls See page 21

Video. See page 19Transfer. See page 17

Instant Message See page 27

Record the call

Add as Contact

If a plus symbol appears here, you can add the current caller as a contact. See “Adding a Contact using an Existing Address” on page 43.

Audio Controls

Voicemail See page 24

3.4 Handling an Established Call

Ending a Call

Click the End call button on the Call panel (the call can be active or on hold). The call panel closes after a few seconds.

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Type a name or number, or drag a contact into the field.

Then click Transfer

Click the Transfer button

The call is put on hold and a call entry field appears.

The call may end immediately.

Or it may show “calling”, In this case, do not hang up immediately: if the other person does not answer, the call will come back to you.

3.5 Transfering a Call

Basic (Unattended) Transfer – Transfer this Call

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When the other person answers, the Transfer Now button is enabled

Click the Transfer button

Type a name or number, or drag a contact into the field

Then click Call

The call is put on hold and a call entry field appears

When you are ready, click Transfer Now. The call panel closes

Bria phones the new person

You can hang up the second call and return to the first call

Or you can cancel the transfer request and return to the first call

Or if the other person does not want to take the call, click Cancel and return to the first call

Attended Transfer – Call then Transfer

You can first speak to the target (the person you are transfering the call to), then click Transfer to complete the transfer.

3.6 Handling Video Calls

Click the down arrow and choose Video call. If you mostly make video calls, you can Option-click this down arrow to reveal the “Set Video Call as default action” menu item.

From the Dashboard

From the Contact List or History

Choose Video Call

Placing a Video Call

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Adding Video

If you have a camera, you can click Start Video to add video to an established call. When you add video, the other party may (or may not) start sending their video to you.

3.7 Conference Calls

• Enter the number or address by typing

• Or select from the redial list

Then choose Start conference call

• Or drag a contact or history item

From One Established Call

From Two Established Call

Starting a Conference Call

From the Dashboard

From an Existing Call

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Conference call menu

Participant menu

Mute. When you mute during a video call, you may also

want to click Stop Video to stop the video feed.

Managing the Conference

Adding More Participants

You can add more participants to an existing conference in any of these ways:

• Control-click on a contact and choose Add to Conference Call.

• In the conference call panel, enter a name in the call entry field and click Add.

• Add in a separate call that is not part of the conference call: In the call panel for the individu al call, cl ick the down arrow and choose Merge Calls. This call is added to the conference call.

Send an Instant Message

Click the down arrow beside a participant name and choose Send Instant Message.

Removing a Participant

To remove one call from the conference, click the down arrow beside a participant name and choose Separate. The call becomes a separate call.

Ending the Conference

To hang up on everyone, click the End bu tton.

Suspending the Conference

To suspend the conference, click the Hold button. All participants are put on hold.

Video Conference Calls

“Video” appears beside each person you are currently sending video to To start or stop video for one person, use the participant menu

Start and stop sending your video to all participants

Closing the video window stops sending video.

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Starting a Conference with Video

When you start a conference from established calls, video is included if at least one of the calls already includes video. Video is sent to all the participants.

When you start a conference from scratch, video is not included. You can open your video window and choose to add video at any time. Video is sent to all the participants.

How Video Is Shared

The conference host (the person who starts the conference) serves as the host for other video. Whatever the conference host is receiving will automatically be sent to the other parties.

If the conference host pauses or stops video, other participants will no longer receive video.

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Voicemail icon

3.8 Voicemail

If your service includes voicemail and you have set up voicemail options (page 55), then when you have voicemail messages, the voicemail icon appears at the top of the phone (the icon may inclu de a number). You can click the icon to automatically connect to voicemail and listen to your messages.

3.9 Forwarding Calls

You can enable or disable forwarding so that calls will be forwarded to another number. You can set up forwarding so that calls are always forwarded or so that calls are forwarded only when you are on another call.

Ask your system administrator if you should set up forwarding through Bria. It is possible that your system administrator has set up this feature on the PBX, so there is no need to set it up in Bria.

T o enable forwarding, from the menu bar, choose Bria > Preferences > Accounts. Open an account and c lick the Voicemail tab. For complete details, see page 55.

You can also forward a call “on the fly”. See page 15.

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The deskphone icon is enabled only if you have set up for deskphone mode

Turn deskphone mode on or off

3.10 Working in Deskphone Mode

If you have a SIP deskphone, you can use Bria in deskphone mode. In this mode:

• You can initiate calls from Bria and then pick up the deskphone receiver in order to speak to the person. You can then control the call using the deskphone controls. You can also hang up the call using Bria.

• Information about incoming, outgoing and established calls is displayed in Bria in read-only mode.

Set up for Deskphone Mode

1. Get ready:

• Make sure the deskphone has already been set up in your network and can make phone calls.

• Find the URI of the deskphone. For example, 3210@myEnterprise.com.

• If you have multiple SIP accounts, the account that the deskphone URI belongs to must be the preferred

account for phone calls. From the menu bar, choose Bria > Preferences > Accounts to check which account is the preferred account; change it if necessa ry.

2. From the menu bar, choose Bria > Preferences > Devices and display the Other Devices tab. Click Deskphone. The Deskphone dialog appears.

3. Enter the deskphone IP address (URI) and click OK.

Working in Deskphone Mode

To place a call from Bria in deskphone mode:

• Place the call in the usual way. The deskphone rings.

• Answer the call on your deskphone. When the other person answers, the call is established.

• You can hang up the call from Bria or from the deskphone.

To answer a call in deskphone mode:

• Information about the call appears on Bria, but you cannot answer the call there.

• Answer the call on the deskphone.

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Click to select more actions

Message input area

4 Other Bria Features

4.1 Instant Messaging

Sending an IM

1. There are several ways to select the person to send an IM to.

From the Contacts tab Control-click on the contact and choose Send IM. The contact must have a softphone

address.

Or click on the IM icon that appears to the right of the contact name. An active phone call If the person is a contact, choose Send Instant Message from the call panel menu. An active conference call If the participant is a contact, choose Send Instant Message from the participant menu.

2. Type the message. Include emoticons and formatting, as desired. To insert a return in the message, press Ctrl+Enter. (You can control the behavior of Enter and of

Ctrl+Enter; see page 60.)

3. Press Enter.

Receiving an IM

When an IM is received, either the IM window or a Call Alert pops up. (T o control which window appears, from the menu choose Bria > Preferences > Application.)

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Click to add more contacts, if desired. Shows the display names of all the selected contacts and the individual display names of all the contacts in any selected groups. Contacts that do not have a softphone address are not included in the list.

4.2 Sending a Broadcast IM

You can send an IM to several people at one time. A broadcast IM is not a conference IM.

• With a broadcast IM, each recipient can reply to the IM, but only you will see these replies; the other recipients will not see these replies.

• With a conference IM, all parties see everyone’s messages and the messages each party sends are seen by everyone. See “Group Chat (Conference IM)” on page 29.

1. Select two or more contacts.

2. Control-click and choose Broadcast Instant Message. The Broadcast Instant Message window appears.

3. Type the message. Include emoticons and formatting, as desired.

4. Press Send or Enter. The IM is sent. A recipient may send you a response, which will b e displ ayed t o you in a regu lar Instant Messa ge windo w;

you will then be in a regular IM with that one party.

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T o invite more participants, click here and select contacts from the list that appears.

To remove a participant, select the participant and click here

4.3 Group Chat (Conference IM)

Group chat allows you to exchange instant messages with a group of people in the same session. All people must have XMPP accounts configured in order to participate in group chat.

Group chat differs from a broadcast IM in that all parties see everyone’s messages, and the messages each party sends are seen by everyone else. In a broadcast IM, each recipient can reply to the IM, but only the person who sent the broadcast IM will see these replies; the other recipients will not see these replies.

There is no limit to the number of particip ants in a group chat. You can also invite more participants during a group chat session.

1. In the Contacts tab, select the desired contacts. Contacts must be online.

2. Control-click the last selected contact and choose Start Group Chat. The invitation dialog appears.

3. Change the message, if desired, and click Invite. The Group Chat window appears.

Leaving a Group Chat

To leave group chat, close the group chat window. If you have started the group chat and you leave the session, the session continues with the remaining

participants.

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This is a group chat that you were in and that is still open with other people.

Rejoining a Group Chat

If you leave a group chat, you will be able to rejoin it so long as the session is still active (at least one other person is in the chat).

1. View > Chat Rooms. Even if you do not normally belong to any chatrooms (next page), the chatroom popup appears to show you the group chats you had joined that are still open.

2. Select this group. The Group Chat window reappears.

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This is a group chat (page 29) that you were in and that is still open with other people. The group chat appears on this list until the last person leaves it. You can rejoin the group chat by selecting this group.

4.4 Chat Rooms

Chat rooms are set up to allow the same group of people to have a group IM session, usually on a regular basis. For example, your system administrator may create a chat room called “Marketing” and add the marketing staf f as members. Every Monday at 8:00 a.m., each member opens the chat room on Bria and joins the conference.

You can only use chat rooms if your system administrator has set up chat rooms and added you as a member. Chat rooms are only available on XMPP accounts.

1. Obtain the following information from your system administrator:

• The names of the chatrooms you belong to.

• The XMPP account that must be enabled for you to use the chatroom.

2. Choose View > Chat Rooms. (If the menu item does not show, make sure the appropriate XMPP account is enabled). If you have more than one XMPP account, you will also have to select the account the chat room belongs to.

3. Select the appropriate account and click OK. The list of chat rooms that you belong to appears.

4. Select the chat room and click Join Conference. If prompted, enter the password for the room (obtained from your system administrator).

The Chat Room window appears showing you and other people who have already joined to the chat room session.

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Select your own name to view your group chat and chat room sessions

Select another person to view instant messages with that person

4.5 Viewing the Message Archive

You can view your recent IM activity for any contact or group chat session. Control-click a contact and choose View Message Archive. Or go to the menu bar and choose View > Message Archive.

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4.6 Sending and Receiving Files

Sending Files

If you have an XMPP account, you can send files to another contact who has a Jabber address (meaning that they have an XMPP account).

1. Control-click a contact and choose Send Files; a standard Open dialog box opens.

2. Select the files to send and click Open. The Send Files dialog appears with a “waiting” message. If you want, you can cancel the send before the other person retrieves the file.

To cancel the file transfer before the other person retrieves the files, click Cancel.

Receiving Files

If you have an XMPP account, anothe r perso n with an XMPP address may se nd you fi les. The fol lowing dialog appears, to allow you to save the file.

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5 The Contacts Tab

Add a Contact

The online status of contacts. See page 45.

Search field

Contacts are typically organized into groups. Bria includes built-in groups. Yo can add more groups, as desired.

The Contacts tab displays your contacts. Each contact is shown with presence information and icons for singleclick phoning and IMing.

If the Contacts tab is not showing, go to the menu bar and choose View > Show Contacts.

You can change the detail and layout of the contact list: from the menu bar choose Contacts and set the desired options.

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5.1 Populating the Contact List

At any time, but particularly when you first deploy Bria, you may want to populate t he contact list wi th contacts from an external source.

Populating from an LDAP Directory

If your system administrator has set up an LDAP directory, you can create contacts from it:

1. Make sure Bria is configured to connect to this directory (page 67).

2. From the menu bar choose View > Show Directory.

3. From the Directory tab, select people, then right-click and choose Add as Contact.

When you have “contacts created from directory”, the contacts are:

• Automatically updated whenever the corresponding directory entry changes.

• Automatically deleted if the corresponding entry is deleted from the directory.

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Address label “softphone”

Address type “Phone”

Populating from the Mac Address Book

You can populate the Bria contact list by pulling in the contacts from your Mac Address book.

Enabling the Mac Address Book

Enable the Mac Address book account that is has automatically set up in Bria. See “Configuring Accounts: the Accounts Tab” on page 55 for more information.

Setting up for Availability

If your Mac Address book contains phone numbers that you know you can use to obtain online availability information about the person via your SIP account, you can perform this optional setup:

• In the Mac Address book, modify the con tact’s entry so that the type is “Phone” and the label is “softphone” (all lower case):

When you enable the Mac Address Book account in Bria, the contact will be pulled in with the specified phone number already set up as a softphone address.

• Open the contact and choose the specified phone number in the Presence field. When you click OK, Bria will obtain availability information for this contact.

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Populating by Importing Contacts

You can populate the Bria contact list by impo rting from an e xternal file or fi les.Your system administrator may have placed a file on a server for you to import. Y ou can also impo rt your own file or files, a s many as re quired. The new contacts will be added to the existing contacts.

Importing

You can import a contact list from:

• CSV A comma-separated file. Use this method to import from a Microsoft® Excel® file. You will first have to set up the file; see below.

• vCard. A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an e-mail.

1. From the menu bar, choose Contacts > Import Contacts. The Import Contacts wizard starts.

2. Select the file type and file location, and specify whether you want to replace or append to the existing contact list.

Setting up an Excel File for Import

1. Remove any introductory text or headings from the top of the file. (You can keep text at the end of the file; it will be ignored during the import.)

2. Insert a blank row as the first row, then insert the headings that Bria will use to interpret the meaning of each column. The columns can be in any order. Key headings are:

• sip-address. Bria recognizes a value in this column as a softphone address and considers the address as

one that can be phoned and as an address that can be used for IM/presence (if SIP is being used for IM/ presence).

• xmpp-address. Bria recognizes a value in this field as a Ja bber (XMPP) address and will map this field

to the Instant Message contact method for the contact. Bria considers a Jabber address as one that can be used for IM/presence (if XMPP is being used for IM/presence).

• display-name, given_name, surname

• business number

• presence_subscription. Complete this column in one of these ways:

• If you only want to share presence information with some of your contacts, fill in this column in the file. Enter “true” for contacts whose online presence you want to see, leave blank or enter “false” for others. During the import, you will be able to choose to share presence with only these contacts. Bria will subscribe to the presence of these “true” contacts, assuming that the user has a SIP (if using SIP for presence).

• If you want to share presence with all your contac ts (or with none), ignore th is heading. D uring the import you will be able to choose to share with all (or none) of your contacts.

For a complete list of headings, see “Contact List Headings” on page 74.

3. Save the file as *.csv.

Exporting Contacts

You can export a contact list to a comma-separated file.

1. From the menu bar, choose Contacts > Export Contacts. The Export Contacts wizard starts.

2. Select the file type and file location for the created file. A file of the specified type is created.

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Populating from another XMPP Account

1. Choose Softphone > Account Settings. The Account Settings window appears.

2. Click Add > New XMPP Account. The XMPP Account window appears.

3. Complete the window with the information obtained from the XMPP service provider. Typically you only have to complete the User Details. For more information, see page 58.

4. Click OK. The XMPP account is registered (enabled).

In a few seconds you will see all the existing contacts from your XMPP account appear in the contact list.

Populating from WebDAV or XCAP

If your system administrator has set up a WebDAV or XCAP server, then you can configure Bria to use this server for contact storage.

Choose Softphone > Account Settings and select your SIP account. Click Edit. Complete the Storage tab according to the instructions provided by your administrator.

The contacts from that source will automatically appear in the contact list. From then on, each time you add a contact, it will be stored on that server.

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The new number appears in the list

To enter a phone number, select the type, enter the number, and click +

5.2 Managing Contacts and Groups

Adding a Contact

Click , or control-click a group and choose Add Contact to Group. The Contact dialog appears.

Contact Summary

Group Click to show the list of groups. Check each group this contact should belong to. Primary Call If the contact has more than one number, select the primary number. This number will be used with

Primary Presence This field appears only the contact has more than one Softphone number or Instant Message address.

Other Sections

Display Name (required) The display name for this source of information. For example, the display name from the XMPP

First Name, Last Name Optional. Contact Methods Enter as many contact methods as you want.

Presence This field is automatically populated when you enter an address in the Softphone or Instant Message

Field Description

single-click calling.

The primary presence is used as follows:

• The presence icon on the contact list shows the online status for this address.

• The single-click action for instant messaging uses this address. You can still send IMs to this person at their other addresses, but you must right-click and choose

from the context menu.

contact list.

Enter a person’s IM address as follows:

• If you use the SIP account for IM and presence, choose Softphone.

• If you use a XMPP account for IM and presence, choose Instant Message. If you have more than one account of a given type, include the domain (for example,

1440@domainA.com) to ensure that the number or address gets associated with the correct account.

field. It indicates that you are sharing online presence information using this address. The address is also shown in the list in the Primary presence field, above.

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Enter the person’s office number or extension in the Softphone field

As soon as you add a Softphone entry, this field automatically appears. Bria will share online presence information with this person using this phone number.

Example – Contact in an Enterprise that Uses SIP for Presence

This example shows how to add a co -worker when your enterprise u ses SIP for instan t messaging and presenc e. This example assumes that presence/IM is allowed on your SIP account; see page 55.

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Enter the XMPP address in the Instant Message field. Include the domain (@domainA.com)

Enter the person’s office number or extension in a suitable field, for example, in Work

Select the Instant Message entry; the Enable XMPP Presence button appears

All the XMPP information moves to a separate section. This information is automatically added to your list of contacts on the XMPP server

Click the button

Example – Contact in an Enterprise that Uses XMPP for Presence

This example shows how to add a co-worker when everyone has an enterprise extension plus a separate XMPP address for instant messaging and presence.

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Adding a Contact using an Existing Address

You can add a contact by capturing existing information:

• If you are on a phone call with a person who is not a contact, click the Add to Contacts icon in the call panel.

• On the History tab, select an entry that is not a contact. Control-click and choose Add Contact.

The Contact Profile dialog appears. Complete the dialog as desired and press OK. If the contact method is Softphone or Instant Message, an online status request is sent to this person. See

“Sharing Online Status” on page 45.

Updating Contacts from the Directory

If you have created a contact created from directory, you can control-click the contact and choose Update from Directory in order to bring the latest directory informa tion (if any) into the contact. Any key data you had added or changed in the contact may be overwritten by the update. Non-key data (such as the display name) will not be removed.

Modifying the Contact List

Changing Contact Information

To change the information for a contact, control-click the contact and choose Edit Profile. The Contact dialog appears (see page 40).

Moving or Deleting a Contact

• To drag one or more contacts to a different group, select them and drag to the title bar of the new group.

• T o de lete one or more contacts, sel ect them, control -cli ck, and choose De lete or Delete Sele cted Items. The contacts are removed from this group. If a contact belongs to several groups, it is removed from all groups.

Adding, Deleting or Renaming Groups

Select any group, control-click, and choose the appropriate menu item. Contacts that have no group appear under “Ungrouped Contacts.” You can delete, but not rename, this group.

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See page 27

You can watch the contact’s online status, if the contact has a softphone address. See page 47 for the meaning of the online status icons. See “Sharing Online Status” on page 45 for information on obtaining online status information.

See page 29

See page 32

See page 48

See page 61

See page 52

Hover to reveal icons. Click the phone icon to call using the primary phone number. Or click the IM icon to send an IM using the primary presence address for this contact.

5.3 Using Contacts

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Your online status

Online status of other people

This person has no icon because you are not subscribing to their online status

5.4 Sharing Online Status

You can publish your online status to contacts who have softphone address, and you can set up Bria to view the online status of other contacts. Typical online statuses are available, on the phone, busy, and so on.

Sharing Online Status

Watching Others’ Status

To watch a contact’s status, that contact must be tagged for presence:

• If you create a contact via the Contact Profile and you include a SIP address in the Softphone field, Bria

• If you create a contact via the Contact Profile and you include an XMPP address, you can click the Enable

• If you created contacts by importing a contact list, you can specify during the import whether you want to

• If you created an XMPP account in order to pull in your Gmail contacts, these contacts will already be set

• If you enabled the Mac Address Book account in order to pullyour Mac contacts into Bria, then these

When you choose to share presence information, Bria sends the contact a noti fi cat ion reque s t. The request asks that you be able to see that person’s status. If the person allows this reques t, then the icon beside their name (in your Contacts) becomes color coded to specify their status.

will automatically obtain status information for this address.

XMPP Presence button to obtain status information for this address.

share presence information. See page 38.

up to share status information.

contacts will be set up for presence if you set up the mapping correctly. See page 37.

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Allowing Other Parties to See your Status (Publishing your Status)

Continuing from above, when the other person allows the notification request, your name is added to their contact list. As soon as you are added to their list, a request is sent back to you requesting that they be able to see you. Bria accepts this request automatically, and the other person can now see your status.

Receiving an Online Status Request

Someone who is not one of your contacts may add you as a contact on their end, and may include your SIP address or XMPP address. In this case, Bria receives an online status request. The request is handled in one of two ways:

• If you set up a privacy rule before this person has a chance to contact you, then you will never see this request. Bria will automatically reply to the request according to the rule. See page 61.

• If you do not yet have a privacy rule set up for this person or for th eir domain, this request a ppears to you as an Online Status Request. You must respond to the request:

Option Button Comment Result

Create a new contact

Update an existing contact

Either option Block Block the request.

Either option Ignore Ignore the request.

Allow This option is selected for you if

you do not currently have a contact with this SIP or XMPP address.

Allow This option is selected for you if

you already have a contact with this SIP or XMPP address but you were not previously sharing your online status with this person.

Allow the request and create a new contact using this address. Because you allow the request, you will no longer be bothered by

requests from this person. In addition, this same request will automatically be sent from your Bria to the other person, so that you can see their online status.

Allow the request and add this address to an existing contact (if Bria has found an appropriate match).

Because you allow the request, you will no longer be bothered by requests from this person. In addition, this same request will automatically be sent from your Bria to the other person, so that you can see their online status.

This person will not be able to contact you from this address.

The other person will not be able to see your online status. The other person will not be added to your privacy settings.

The Online Status Request may appear again in this session or a future session.

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Setting your Online Status

Changing your Status

Click the down arrow beside the online status indicator on Bria, and select the desired value. See the table below.

Setting up Online Status Indicators

Indicator Meaning for your Status Meaning for Others’ Status

Available Either:

• You have set your status to this value.

• Bria has determined that you are logged on but not on the phone or idle.

When you have this status, Bria will automatically detect when you are idle or on the phone, and change the status to match.

Busy You have set your status to this value. Bria will never

automatically switch you out of this status; you must switch yourself.

Away You have set your status to this value. Bria will never

automatically switch you out of this status; you must switch yourself.

On the phone Either:

• You have set your status to this value. In this case, Bria will never automatically switch you out of this status; you must switch yourself.

• You started a phone call when your status was “Available”. When your call finishes, your status reverts to “Available”.

Idle You have not moved or clicked the mouse or pressed a

keyboard key for the Idle period. To set the Idle period see page 60.

As soon as you click the mouse or keyboard, your status changes to “Available”.

You can contact this person.

Offline You have set your status to this value. The other person sees

you as offline, even though you are not actually offline. The other person cannot tell the difference between this status and you really being offline.

No icon Not applicable You are not watching the other person’s

The contact is either not logged on or does not want to share online status.

online status.

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Click to phone or IM this person

The time at which the contact’s status changed

Click to keep the contact on the alert list; the next time the contact’s status changes, another notification will appear. Or leave uncheck to stop receiving notifications for this person.

Adding Contacts to the Alert List (Buddy Pounce)

You can add a contact to the Alert List in order to re qu est to be notified when the online status of a contact changes.

In the contact list, control-click the selected contact or contacts and choose Add to Alert List. The Alert List icon appears beside the contact.

When the contact’s status changes, a notification appears.

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5.5 Privacy

You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your availability information (whether you are online, one the phone, and so on).

You can set up controls in advance or “on the fly” (as phone calls and presence requests come in).

Setting up Controls in Advance

To set up controls in advance, see “Preferences – Privacy” on page 61.

Setting up Controls “on the Fly”

Via the Online Status Request

Another party can send you a presence request, to request that they be able to see your presence, as described on page 10.

Your response has the following effect on privacy:

• If you add the person as a contact, then the ability of that person to phone or IM you is controlled by your privacy settings.

• If you allow the person without adding them as a contact, then the ability of that person to phone or IM you is controlled by your privacy settings.

• If you block the person, then that person is added to your Blocked List (Bria > Preferences > Privacy). The person will not be able to phone or IM you, and will not see your availability information. You can change this blocking by removing the person from the Blocke d List, in which case they will then be controlled by your privacy settings.

For information on privacy settings and the Blocked List, see page 61.

From the Contact List or History List

Control-click on the name and choose Block this Person. The person will be added to your Blocked List (page 61). The person will not be able to phone or IM you, and will not see your availability information.

To later unblock this person, control-click on the name and choose Unblock this Person.

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Bria 3 for Mac User Guide – Enterprise Deployments

Outgoing call, either attempted or established

Incoming missed call

Incoming call that was answered

6 Using Other Resources

6.1 The History Tab

From the menu bar, choose View > Show History.

Managing the List of Calls

You can control-click on an entry in a list to:

• Delete the call.

• Delete all entries in this list.

• Edit the profile if the entry is a contact.

• Add as contact. The Contact d ialog ap pears. See “ Adding a Cont act using an Exi sting Address” o n page 43.

Phoning from History

You can control-click on an entry to place a call to this person, using the contact method that was used for this call. You can:

• Control-click on an entry and select Call or Video Call to place a call to this person, using the contact

• Place a call to this person and add them to a conference call that is in progress. For more information on

method that was used for this call.

conference calls, see page 21.

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You can perform nearly all the same actions on the contact in Favorites as you can in the contact list.

Removes from Favorites but does not remove from the contact list

Removes from Favorites and the contact list

Quick links to IM or phone this person

Menu for other actions

6.2 The Favorites Tab

To view the Favorites tab go to the menu bar and choose View > Show Favorites. You can create favorites from your contact list. They will be displayed in both the contact list and in the

Favorites tab. Select the desired contacts, then control-click and choose Add to Favorites.

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Only one number appears for each entry. There may be other numbers that will show if you try to call this person.

6.3 The Directory Tab

The Directory tab is available only if your system administrator has set up Bria to access a corporate directory. To view the Directory tab go to the menu bar and choose View > Show Directory.

Phone a Person

Control-click an entry and choose Call or Video Call. The call is placed immediately.

Create a Contact

Control-click an entry and choose Add to Co ntacts. T he Cont act Profile window appears, p opulate d with all th e information from the directory (not only the information displayed in the tab).

Complete the window with any missing information that you wan t t o record and press OK. If the information for a person in the directory ever changes, you can control-click the entry and choose Update

Contact.

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7 Configuring Bria

The “corporate” XMPP account

This account will be used for calls if Auto Select is used (page 13) and there are no dial plan rules for selecting the account

Your own Gmail account

Here is a typical setup

Another SIP account

The Mac Address Book account, which is automatically created but initially disabled

Double-click an account to view or edit

From the menu bar, choose Bria > Preferences. The Preferences window appears.

• When configuring Bria the first time, click the Accounts tab and set up the account. Then complete other tabs as desired.

• After the initial setup, display whichever tab you want.

7.1 Configuring Accounts: the Accounts Tab

Choose Bria > Account Settings from the menu bar. The Account Settings window appears, showing all the accounts set up. From this window you can add (c reate), en able or disable, edit, or remove a SIP, XMPP or Mac Address Book account.

In general, you will work with accounts as follows:

• You will create one or two SIP accounts at startup, following instructions from your system administrator. The only setup you may perform to suit yourself is on the voicemail tab; see below.

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• You will create an XMPP account at startup if your enterprise uses XMPP for presence. Again, you will follow instructions from your system administrator.

• If you already have an XMPP account independent of Bria (for example, a Gmail account), you can create an account in Bria and pull your contacts into the Bria contact list. You can then IM these contacts directly from Bria.

• Enable the Mac Address Book account, if desired. Your Mac Address Book contacts will be automatically pulled into your Bria contact list so that you can easily phone and IM them.

The account is the “preferred account” for the action specified in the column heading.

The account can be used for phone calls by selecting it on the dashboard (page 13)

The account cannot be used for phone calls.

SIP Account Properties – Voicemail

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In general, your system administrator will provide the values for fields in this tab. The only fields that you can set to suit yourself are:

• Always forward to this address: To always forward phone calls, click the box and enter the address to forward to. Phone calls received on other accounts (if you have them) are not af fected by enabling this field.

Always forward works only when Bria is running.

• When on the phone, forward to: To forward only when you are on another phone call, click the box and enter the address to forward to. Phone calls received on other accounts (if you have them) are not affected by enabling this field.

Always forward works only when Bria is running.

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Fields with a red asterisk are required

XMPP Account

Typically, you create an XMPP account if:

• Your enterprise uses XMPP for presence.

• You already have an XMPP account independe nt of Bria (for example, a Gmail account). Whe n the account is created, those contacts are pulled into the Bria contact list. You can then IM these contacts directly from Bria.

Table 1: XMPP Account Properties – Account

Field Description

Account name If desired, change the account name to something that is meaningful to you. For example, the

type of XMPP account such as “Gmail account”.

Protocol Read-only. Always specifies XMPP.

User Details

User ID The XMPP (Jabber) user ID. For example, jsantos. Provided by the XMPP service provider. Domain For example, domainXMPP.com. Provided by the XMPP service provider. Password Provided by the XMPP service provider. Display name This name is displayed in the Bria display. Other parties may see this name when they are

Advanced

Port selection Configures the port to use. If you choose “User selected”, complete the Connect port field. Connect port Complete only if Port selection is set to “User selected”

connected to you.

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Table 1: XMPP Account Properties – Account

Field Description

Outbound proxy The value in User ID and in this setting may be used by Bria to compose a valid jid:

• If User ID=bob@ABC.com and Outbound proxy is empty, jid=User ID: bob@ABC.com

• If User ID=bob@ABC.com/home and Outbound proxy is empty, jid=User ID: bob@ABC.com

• If User ID=bob@ABC.com and Outbound proxy=XYZ.com, ignore the Outbound proxy; User ID=bob@ABC.com

• If User ID=bob@ABC.com and Outbound proxy=IP address or host address, jid=User ID. (IP address is used as the outbound proxy).

• If User ID=bob and Outbound proxy=ABC.com, jid=bob@ABC.com.

Resource Optional resource, as specified in RFC 3920. For example “/home”. If this setting is blank and

the User ID includes a resource, the value from tha t I D is used . I f both are sp ecif ied , the val ue from this Resource field is used. If no resource is specified, the XMPP server will assign a temporary resource.

Priority The priority, as per RFC 3921. The default is 0.

Change the storage method only if advised to do so by your system administrator. Enter the information provided by your administrator.

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7.2 General Preferences

From the menu bar, choose Bria > Preferences. The Preferences window appears. All the tabs on this window except for “Accounts” are preferences tabs. These tabs let you control the way that you work with Bria.

Preferences – Application

This panel lets you set your preferences for general GUI behavior and lets you set up for login.

The “Enable login screen” field is used only when you started up Bria with the “No login required” profile (page 4) but in fact you do need to log in. To recover from this mistake:

• Click Reset login profile and quit Bria

• Start Bria again. The Bria Login dialog will appear. Select the correct option and log in.

Preferences – Privacy

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You can control how contacts and other people can contact you by phone or IM, and you can control whether your contacts can see your presence information (whether you are online, on the phone, and so on).

General Tab

In “Global Contact Settings”, choose one option. If you choose “Only people in my contact list”, then all contacts will be able to contact you unless their name or their domain is in the Blocked list (below).

The “Blocked” section is optional. It lets you enter addresses and domains that will be prevented from contacting you.

You can add and remove entries from the blocked lists. In addition, entries are automatically added to this list when you block someone “on the fly” (page 49).

Corporate Tab

If you enter a domain in this list, people in that domain will automatically be allowed to see your online status. You will no longer see Presence Request dialogs from these people in this domain.

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Preferences – Alerts & Sounds

This panel lets you control the alert box and lets you assign sounds.

Enable Alert Displays

You can control whether the Call Alert b ox is displaye d in different situations. You can also control how you are alerted to an incoming IM: either with a small IM Alert box or with the IM window itself.

Assigning Sounds

You can assign specific sounds to a variety of actions or “events”.

1. Select the Enable sounds check box and select the check boxes for each desired event, or clear the Enable sounds check box to disable all sounds.

2. If enabling sounds, you can change the sound for each event: select the individual event. The value in Sound preference will change. Select the desired sound.

You can import sounds; these will be added to the list of sounds you can choose from when assigning a sound to an event.

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Preferences – Devices

Bria automatically detects devices at each startup, and selects the most appropriate device for each purpose. If you do not like this selection, you can override it on this panel.

If you override a selection, it will ap pl y t he next time you start Bria, unless the device is no longer available, in which case Bria will again select the device to use.

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Field Description

Headset Mode

Microphone, Speaker

Change these fields only if you want to override the devices that Bria automatically selected. In both these fields, select the headset you are using. The headset is the device that is usually used for the speaker (the soun d you hear) and microphone

(recording your voice). The only situation in which the headset is not used is when the Speaker Phone button on the dialpad is pressed.

Therefore, unless you will always be using Bria in speakerphone mode, you must make a selection here.

Select the headset in both the Speaker device field and Microphone device field.

Zero touch device configuration

Typically, leave on. When device configuration is on, if you change your audio or video device, Bria will automatically detect the new device and start using it.

Test Devices For information on the Test Devices button, see “Troubleshooting” on page 69.

Speakerphone Mode

Microphone Speaker

Same as headset mode, but for the device to use when speakerphone is one (on the toolbar). Select None if you do not have a speaker phone. The Speaker Phone button on the dialpad will be

disabled. You can set different devices for the speaker and microphone: for example, you can set the speaker

to the speakerphone and set the microphone to your headset.

Other Devices

Ring on The device where you want to hear the phone ringing.

Change this field only if you want to override the devices that Bria automatically selected. Volume The volume of the ringer. Camera This field appears only on versions of Bria that include video functionality.

Change this field only if you want to override the devices that Bria automatically selected.

Select the camera model. Resolution Leave at standard, or change the size as follows:

• Set it to high if you have a good camera and a computer with a fast CPU. You will know that you have set the size too large if:

Your computer slows down (the video is using too much CPU) The video shows black areas or is slow or jerky.

• T ypic all y set it to low only in spec ia l situat ions, for example, when using wi-fi in a hotel. You will know that you have set the size too small if the video is fuzzy.

This field is identical to the Resolution field in Media Quality > Video Quality.

Deskphone Setup If you are set up with a deskphone, click to configure the URI of your deskphone, in order to work

in deskphone mode. See page 25.

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Preferences – Network

Select the type of network connection for your computer. The sliders move to show the bitrate that will be used for sending and receiving. These rates are ty pical rates for

the selected configuration. If you know that your computer and network can handle a faster sending speed, click Custom and move the

slider. It is recommended that you not change the receiving speed.

• You will know that you have set the sending speed too high if the remote audio is garbled.

• You will know that you have set the sending speed too high if:

• The remote video shows black areas or is slow or jerky.

• The remote audio is garbled.

• You will know that you have set the sending speed too low if the audio is good but the video is of poor quality (grainy).

Preferences – Codecs

Change the settings on this tab only if advised to do so by your system administrator.

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Preferences – Media Quality

Field Description

Audio Quality

Reduce echo Turning this feature on improves sound quality. This feature is typically on. Reduce background noise Automatically attempts to remove background noise.

Typically on for the speakerphone. Automatic gain control This feature is typically on. Preserve bandwidth When this feature is on, Bria stops sending audio when you are not talking.

When this feature is off, Bria always sends audio, which uses more bandwidth but may result in

better call quality.

Typically of f. However, if you are using a slow (dial-up or ISDN) connection, you may want to turn

it on.

Video Quality

Resolution Leave at standard, or change the size as follows:

• Set it to high if you have a good camera and a computer with a fast CPU. You will know that you have set the size too large if:

Your computer slows down (the video is using too much CPU) The video shows black areas or is slow or jerky.

• T ypic all y set it to low only in spec ia l situat ions, for example, when using wi-fi in a hotel. You will know that you have set the size too small if the video is fuzzy.

This field is identical to the Resolution field in Devices > Other Devices.

Bria 3 for Mac User Guide – Enterprise Deployments

Preferences – Call Automation

These settings let you configure how you want auto answer to handle incoming calls, when Auto Answer is enabled. (To enable Auto Answer, see page 15).

Preferences – Directory

Generally, change the settings on this panel only if advised to do so by your system administrator. If your system administrator has instructed you to set the Directory type to LDAP, the only feature you should

change on your own is Synchronize contacts from the directory. See “Populating from an LDAP Directory” on page 36.

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Preferences – Advanced

Field Description

Audio

DTMF Set this field as directed by your system administrator. RTP Set this field as directed by your system administrator. Call Recording The folder where files for recording of phone calls will be saved. File Transfer The folder where received files will be saved. W e b Page Tabs You can set up a web page as a new tab in the Resources panel; it will appear alongside

Contacts, History and so on. Enter the web address and a name (this name will be appear in the tab). Enter a checkbox to

create the tab. At any time, you can clear the checkbox to remove the tab from the Resources panel.

A Troubleshooting

From the menu bar, choose Help > Troubleshooting. The Troubleshootin g window appears.

Testing Audio Quality

While you are on a phone call, you can t est the quality of th e audio. Note th at to perform a valid t est, you should be on an established call (not a call attempt).

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Testing Video Quality

While you are on a phone call, you can t est the quality of the video. Note that to perform a valid test, you should be on an established call (not a call attempt).

Bria 3 for Mac User Guide – Enterprise Deployments

Testing the Network Connection

You can verify that you are successfully connected to the network.

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Testing Audio Devices

You can verify that your microphone and speakers are working and can set the volume to a comfortable level without having to actually place a phone call.

Bria 3 for Mac User Guide – Enterprise Deployments

Diagnostics

Only use this panel if instructed to do so by your system administrator.

To start logging Bria activity and send a logging report to CounterPath customer support:

1. Click Start Logging. The first Diagnostics Logging window appears.

2. Select the problem you are experiencing and click Start Logging.

3. On the second Diagnostics Logging screen, click Finish. Logging will start.

4. Perform the actions you want to capture; for example, attempt to make a phone call.

5. When done, display the first Diagnostics Logging window again and click Send Report. A window opens; select the report and click Open. When the report is successfully sent, a confirmation message appears on the first Diagnostics window.

6. Click Stop Logging. Close the Troubleshooting window.

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B Contact List Headings

Following is a list of all the headings that are used in the Bria contact list. This list can be useful when formatting a contact list in order to import it into Bria. For details, see “Populating by Importing Contacts” on page 38.

Heading Description

business_number business_numbern, where n is 2 to 6 categories Maps to Bria groups default_address Maps to the Presence field default_address_comm Always specifies IM, if default_address is specified. This

heading does not map to a Contact Profile field default_address_type Specifies SIP or XMPP display-name email_address email_addressn, where n is 2 to 6 fax_number fax_numbern, where n is 2 to 6 given_name home_number home_numbern, where n is 2 to 6 mobile_number mobile_numbern, where n is 2 to 6 other_address other_addressn, where n is 2 to 6 postal_address presence_subscription TRUE or FALSE sip_address Maps to the Softphone field. sip_addressn, where n is 2 to 6 surname web_page web_pagen, where n is 2 to 6 xmpp_address Maps to the Instant Message field. This field must always

specify an XMPP address xmpp_addressn, where n is 2 to 6

Bria 3 for Mac User Guide – Enterprise Deployments

C Glossary

Broadband Bro ad or wi de band width. In data transmissi on, the wider the ban d, the mo re data it is

possible to transmit in a given time span. A cable, DSL and ADSL connection to the network provide broadband for data transmission. A dialup or ISDN connection typically provide a narrow bandwidth for data transmission.

Codec The format by which audio or video streams are compressed for transmission over

networks.

Dial plan The rules that Bria follows in order to interpret the softphone address or phone

number that the user has entered and to modify the number or address, as require d, to ensure that the call will be placed successfully.

DTMF Dual-tone multi frequency. DTMF is the system that is used in interactive voice-

response menu systems such as the menu system for accessing voicemail messages. The DTMF system allows the user to interact with the menu by pressing keys on a dialpad or keyboard.

Firewall A technology that prevents unauthorized people connecting to your computer and to

the applications running on the computer.

IM Instant Messaging. A technology that lets users send text message and files for near

instantaneous delivery and display on each others’ computers.

MWI Message Waiting Indicator. An indicator that there is a voicemail message for the

owner of an account.

Narrowband In data transmission, the wider the band, th e more data it is possible to transmit in a

given time span. A cable, DSL and ADSL connection to the network provide broadband for data transmission. A dialup or ISDN connection typically provide a narrow bandwidth for data transmission.

Presence An instant messaging feature that allows users to share informa tion abou t their online

status. PSTN Public Switch Telephone Network. The traditional land-line phone network. SIP account An account that provides the user the ability to make VoIP phone calls. The account

encapsulates the rules and functions the user can access. Softphone address The address used to connect to a SIP endpoint. In other words, the “phone number”

used in a VoIP phone call. For example, sip:joseph@domainA.com. USB device Universal Serial Bus device. A device that follows a specific communications VoIP

Voice over Internet Protocol. A variation of IP used for sending voice data over the

internet, in other words, used for making phone calls over the internet. vCard An electronic business card that is often attached to an e-mail. It often appears as a

“signature block” that identifies the person, their title, and their business. VoIP service provider A business that provides a VoIP service, allowing a user to connect to the internet in

order to make VoIP phone calls using Bria. The VoIP service provider sets up a SIP

account for the user.

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CounterPath Bria 3.2 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

1 Introduction

2 Installation and Setup

2.1 Getting Ready

2.2 Starting Bria

2.3 Configuring Bria

2.4 Setting up a Contact List

2.5 Troubleshooting

2.6 Checking for Bria Updates

3 Making Phone Calls

3.1 The Onscreen Softphone

3.2 Placing a Call

3.3 Handling Incoming Calls

3.4 Handling an Established Call

3.5 Transfering a Call

3.6 Handling Video Calls

3.7 Conference Calls

3.8 Voicemail

3.9 Forwarding Calls

3.10 Working in Deskphone Mode

4 Other Bria Features

4.1 Instant Messaging

4.2 Sending a Broadcast IM

4.3 Group Chat (Conference IM)

4.4 Chat Rooms

4.5 Viewing the Message Archive

4.6 Sending and Receiving Files

5 The Contacts Tab

5.1 Populating the Contact List

5.2 Managing Contacts and Groups

5.3 Using Contacts

5.4 Sharing Online Status

5.5 Privacy

6 Using Other Resources

6.1 The History Tab

6.2 The Favorites Tab

6.3 The Directory Tab

7 Configuring Bria

7.1 Configuring Accounts: the Accounts Tab

7.2 General Preferences

A Troubleshooting

B Contact List Headings

C Glossary