CounterPath Bria 3.3 User Manual

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Bria 3 for Windows User Guide Retail Deployments
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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
© December 2011 CounterPath Corporation. All rights reserved. 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 int ended to demonstrate typical uses and capabilit ies of the CounterPath Bria 3 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 rega rding t he cont ent of this do cument, i ncluding—b ut not limited to — implied warranties of fitness for any particular purpose. In no case will CounterPath or person s 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.
The Bluetooth word mark, figure mark, and combination mark are all trademarks that are owned by the Bluetooth SIG. Windows, Windows Vista, Active Directory, Excel and Outlook are registered trademarks of Microsoft Corporation in the United States and other countries.
This manual corresponds to Bria version 3.3.
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Contents
Introduction................................................................................................................................ 1
Installation and Setup................................................................................................................. 3
Getting Ready ...................................................................................................................... 3
Installing Bria ...................................................................................................................... 4
Starting Bria......................................................................................................................... 5
Configuring Bria.................................................................................................................. 6
Troubleshooting................................................................................................................... 8
Checking for Bria Updates .................................................................................................. 8
Making Phone Calls................................................................................................................... 9
Starting and Quitting Bria.................................................................................................... 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
Viewing Your Workgroup................................................................................................... 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............................................................................................. 31
Sending and Receiving Files................................................................................................ 32
The Contacts Tab....................................................................................................................... 33
Populating the Contact List.................................................................................................. 34
Managing Contacts and Groups........................................................................................... 36
Using Contacts..................................................................................................................... 40
Sharing Online Status .......................................................................................................... 41
Privacy ................................................................................................................................. 46
Using Other Resources .............................................................................................................. 47
History Tab .......................................................................................................................... 47
Favorites Tab ....................................................................................................................... 48
Configuring Bria........................................................................................................................ 51
Configuring Accounts.......................................................................................................... 51
Configuring Preferences ...................................................................................................... 69
A Using Bria Add-in for Outlook.............................................................................................. 85
B Troubleshooting ..................................................................................................................... 87
C Application Hot Keys............................................................................................................. 91
D Dial Plan................................................................................................................................. 92
E Contact List Headings ............................................................................................................ 98
F Other Ways to Run Bria ......................................................................................................... 99
G Glossary ................................................................................................................................. 100
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1 Introduction

Read this manual if you who are deploying Bria without the help of a system administrator. (If, on the other hand, you are working in an enterprise that has a system administ rator who is deploying Bria across the enterprise, read the user guide “Using Bria 3 for Windows – for Enterprise 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.
Standard Telephone Features
The CounterPath Bria softphone has all standard 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
Support for several languages in addition to English: Chinese, Dutch, French, German, Italian, Japanese,
Portuguese, Russian, and Spanish.
IM and presence using the SIP SIMPLE protocol and 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 or Microsoft® Active Direct ory®.
Access to Microsoft Outlook® contacts from within Bria.
File transfer via an XMPP account.
Support for DTMF (RFC 2833 or inband DTMF).
Automatic detection and configuration of audio and vid eo dev ices.
Acoustic echo cancellation, automatic gain control, voice activity detection.
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Support for the following audio codecs (not all these codecs are included in the retail brands):
AMR Wideband (G.722.2), Broadvoice-32, Broadvoice-32 FEC, DVI4, DVI4 Wideband, EVRC,
G.711aLaw, G.711uLaw , G.722, G.723, G.726, 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.
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.
Bria Add-in for Outlook™
The Bria Add-in for Outlook is included in Bria. This add-in lets you make phone calls from the Bria Add-in panel in the To-Do bar of your Outlook window.
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2 Installation and Setup

2.1 Getting Ready

SIP Account Information
After choosing a VoIP service provider, you will need the following information:
User name and domain. For example, 1331@domainA.com.
Password
Authorization Name (if applicable)
Firewall traversal and other network information; see page 59.
XMPP Accounts
If you use an XMPP service for instant messaging or presence, you will need the following information:
Jabber ID: user name and domain. For example, jsantos@domainXMPP.com.
Password
Connection information: see “XMPP Account” on page 53.
System Requirements
Processor Minimum: Pentium 4® 2.4 GHz or equivalent
Optimal: Intel Core 2 Duo or equivalent; Video Card with DirectX 9.0c support Recommended to support HD video: Intel Core 2 Duo or equivalent with minimum 3.0
GHz, or a triple- or quad-core processor; Video Card with DirectX 9.0c support. Memory Optimal: 2 GB RAM. Minimum: 1 GB RAM Hard Disk Space 100 MB Operating System Microsoft Windows XP Service Pack 3
Microsoft Windows® Vista® Service Pack 1
Microsoft Windows 7 Service Pack 1.
Bria can run in either 32-bit or 64-bit architecture in all these operating systems. Additional Microsoft Windows Installer 3.1
Microsoft .NET 3.5 SP1
Microsoft VC 9.0 Runtime Service Pack 1
(Note that the installer will take care of installing those if you do not have them). Connection Minimum: IP network connection (broadband, LAN, wireless)
Recommended to support HD video: A 2.0 Mbps connection
Note that Bria requires a continual internet connection. Sound Card Full-duplex, 16-bit or use USB headset Web browser Microsoft Internet Explorer® 6.0 or later.
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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
Bluetooth® multimedia headset
USB multimedia headset
USB phone. HID-compliant devices can be configured to work with Bria.
Video Cameras
Calls made with Bria will work without a video camera, but a video camera is necessary to allow other parties to see your image. Bria will work with most USB video cameras.

2.2 Installing Bria

Runthe Bria installer and follow the prompts in the install wizard. If you want to configure Bria immediately, then at the final step of the wizard, select Launch Bria.
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2.3 Starting Bria

First-time Startup
If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. The Bria Login dialog appears. with the Profile set to “Manually enter login server”.
Switch the profile as “No login required” and c lick continue. T he softphone GUI appe ars. (Login is used onl y in enterprise deployments in which a system administrator has set up a provisioning server to automatically configure Bria for you.)
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 Softphone > Preferences and enable login. See page 69.)
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2.4 Configuring Bria

Setting up Accounts
After obtaining SIP account information from your VoIP service provider, you can set up Bria accounts.
Set up the SIP Account
1. When the softphone appears, click the Go to Account Settings link. The SIP Account window appears.
2. In the Account tab, complete the User Details area with the information obtained from your VoIP service provider.
3. Complete the remaining tabs as specified by your service provider or to suit your setup. Settings that you may need to change immediately include:
Account tab, Domain Proxy area.
Topology tab, if your computer is on a network and/or behind a firewall. For more information, see page 55.
4. Click OK; the account is created and registered (enabled).
Set up an 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.
5. Choose Softphone > Account Settings again. This time the Account Se tting s window appe ars, sho wing the SIP account you have already set up.
6. Click Add > New XMPP Account. The XMPP Account window appears.
7. Complete the window with the information obtained from your XMPP service provider. Typically you only have to complete the User Details. For more information, see page 53.
8. 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 Bria contact list, in a new group.
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Populating your 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 34.
From your Microsoft® Outlook® address book. See page 68.
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 36.
For general information on contacts, see page 33.
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2.5 Troubleshooting

Bria includes these tools for helping you troubleshoot pro blems:
You can verify that your mi crophone, speakers and camera are working an d can set the volume to a comfortable level without having to actually place a phone call.
You can verify that you are successfully connected to the network.
While you are on a phone call, you can test the quality of the audio
As a final option, you can create logs of your activity and send them to customer support.
See page 87.

2.6 Checking for Bria Updates

To check for updates to Bria, 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

Show/hide resources such as contacts, favorites and modules such as chat rooms and workgroup
Close to system tray. This icon does not shut down Bria
Bria menu. See below.
To create this compact view, from the main menu choose View and hide all resources. Then hide the dialpad (in the toolbar).
Call entry field See page 11.
Minimize to system tray
Change layout of contact list and import contacts
Toolbar. See below.

3.1 Starting and Quitting Bria

If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria appears. To quit Bria, choose Softphone > Exit or press Ctrl-Q.

3.2 The Onscreen Softphone

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The Bria Menu
Bria.
Accounts. These settings control how Bria interacts with your VoIP service provider and are set individually for each account. See “Configuring Accounts” on page 51.
Preferences. These settings control the way that you work with Bria and apply to all accounts. See “Configuring Preferences” on page 69.
Exit. To shut down Bria. You can also exit by pressing Ctrl-Q.
View. Changes how Bria looks. Also lets you view the message archive, chat rooms (if you are a member of one; see page 31), and your workgroup (if you are a member of one; see page 25).
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
If presence is enabled, then at any time you may get an Online Status Request dialog. For information on this request, see “Sharing Online Status” on page 41.
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3.3 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
Right-click a contact or previous call
Double-click a contact Contacts tab Contacts have a “double-click” action (page 69) that either makes an
Single-click a contact Contacts tab Hover ove r th e right side of the contact to reveal the click-to-call
Double-click a previous call
Redial Redial button • When the call entry field is empty, click the Call button.
Dialing Dialpad 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.
Contacts or History tab Right-click an entry from the Contacts or History tab and choose Call.
History tab Double-click an entry. An audio call is placed.
1. Enter the phone number 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.
audio phone call or starts an IM.
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.
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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 your dial plan rules (page 92). If there are no dial plan rules, then the “preferred” account (page 51) is used.
Type the phone number using numbers and letters, as desired
Turn letter-to-numbers on or off
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 numbers.
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. T o make an account “useable” for phone calls, choose Softphon e > Account Settin gs, select th e account and change the Allow fields on the Accounts 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 your identity on or off
Place the call in the usual way
New outgoing call
Existing call is automatically put on hold
Switch between the different calls by clicking Resume on the desired call panel. That call becomes the active call and all other calls are put 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 ph one. Your ID will be hidden for all outgoing calls until you turn off Hide my Number.
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 limit 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
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 Softphone > Preferences > Call Automation.
Auto answer is automatically turned off when you
shut down.

3.4 Handling Incoming Calls

Bria must be running to answer incoming calls. It can be running in the system tray.(If Bria is not running, incoming calls may be directed to voicemail; check with your VoIP service provider.)
The new call appears in its own call panel. In addition, the Call Alert box appears. For information on setting call alert preferences, see page 70.
Auto Answer
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Audio Controls
Add as Contact
Add the current caller as a contact. See “Adding a Contact Using an Existing Address” on page 39.
Voicemail See page 24
Conference Calls See page 21
Video See page 19
Transfer See page 17
Record the Call Record the call as a WAV file (audio only) or an AVI file (audio and video)
Instant Message See page 27page 21
Place another call
The current call is automatically put on hold. See page 14 for more information
Speaker control, microphone control and mute
Speakerphone

3.5 Handling an Established Call

Ending a Call
Click the red 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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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.
Then click Transfer Now.
If the button does not show “Transfer now”, click the down arrow and select Transfer now . You can also permanently change the option that appears on the button; see page 69.
Type a name or number, or drag a contact into the field.

3.6 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 First
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 if the other person does not want to take the call, click Cancel and return to the first call
If the button does not show “Call first”, click the down arrow and select Transfer now. You can also permanently change the option that appears on the button; see page 69.
Attended Transfer – Call then Transfer
You can first speak to the target (the person you are transfering the call to), then click T ransfer No w to complete the transfer.
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Click the down arrow and choose Video call
From the Dashboard
From the Contact List or History
Choose Video Call

3.7 Handling Video Calls

Placing a Video Call
Calls made with Bria will work without a video camera, but a video camera is necessary to allow other parties to see your image. Bria will work with most USB video cameras.
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Status of your video
Start Video and Stop Video
Show/hide video window
Click to configure the camera
Adding Video
If you have a camera, you can add video to a call that started as an audio call.
Click Start Video ( ) in the call panel. When you add vi deo, the other party may (or may not) start sending their video to you.
Other Party Adds Video
If the other party starts their video, your video window automatically opens and the video is played. You can start sending your own video, if desired (a nd assu ming y ou ha ve a ca mera) by cl icking Start Video( ) in the
call panel.
Pausing and Resuming Video
Click Stop Video in the call panel or close the video window to pause sending your video. Click Start Video to resume sending your video; the video window will open.
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3.8 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 Calls
Starting a Conference Call
From the Dashboard
Bria 3 for Windows User Guide – Retail Deployments
From an Existing Call
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Conference call entry field
Participant menu
Mute. When you mute during a video call, you may also want to click Stop Video to stop the video feed.
Conference menu
Managing the Conference
Adding More Participants
You can add more participants to an existing conference in any of these ways:
Right-click on a contact or history item 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, click 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, choose End conference from the conference menu.
Suspending the Conference
To suspend the conference, choo se Hold from the conference menu. All participants are put on hold. If you need to speak to one participant separat ely, put the conference on hold, separate the on e p artic ip ant fro m
the conference, take that person off hold. When done, merge the participant back into the call.
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This person has video.
This person does not have video. To remedy this situation, stop video and start it again. Video will be sent to all the current participants.
Closing the video window stops sending video.
Video Conference Calls
Calls made with Bria will work without a video camera, but a video camera is necessary to allow other parties to see your image. Bria will work with most USB video cameras.
Including Video in a Conference
When you start a conference from established calls, video is automatically included if at least one of the calls already includes video and 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

3.9 Voicemail

If your service includes voicemail and you have set up voicemail options (page 57), then when you have voicemail messages, the voicemail icon appears at the top of the phone (the icon may include a number). You can click the icon to automatically connect to voicemail and listen to your messages.

3.10 Forwarding Calls

Forwarding Calls
You can enable or disable forwarding so that calls will be automatically forwarded to another number. You can set up forwarding so that calls are always forwarded or so that cal ls are forwarded only w hen you are on a nother call.
To enable forwarding through Bria, choose Softphone > Account Settings. Choose an account and click Edit, then click the Voicemail tab. For complete details, see page 57.
You can also forward a call “on the fly”. See page 15.
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3.11 Viewing Your Workgroup

Click to pick up this call. A call panel will open on your Bria and you will immediately be connected to the caller.
A member is receiving an incoming call
Incoming Call
A member is making an outgoing call. Y ou cannot join this call until it is established
Outgoing Call
The workgroup gives you a detailed view of phone-related activity for a team. The workgroup feature must be set up before it can be used; see page 60. Once this is done, choose View >
Workgroup to view your workgroup. The Wor kgroup window supports many of the same features as the contact list.
Monitor, Pick up and Join
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Click to join this established call. An outgoing call will be placed. If the other person accepts the request, you will immediately join the call and be talking to all the parties.
A member is on an established incoming or outgoing call
Established Call
If you click Add to Call, the other person will immediately be added to this call and be talking to all the parties.
Receiving a Request to Join
Another member of your workgroup may request to join one of your phone calls. The request appears within the current call panel.
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4 Other Bria Features

Click to select more actions
Message input area

4.1 Instant Messaging

Sending an IM
1. You can send an IM to a contact who has a softphone or XMPP address.
From the Contacts tab Right-click on the contact and choose Send Instant Message. 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 Enter. (You can control the behavior of Enter and of Ctrl-Enter on
the Softphone > Preferences > Application panel.)
3. Click Send.
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Click to add more contacts. 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.
Receiving an IM
When an IM is received, either the IM window or a Call Alert pops up. (To control which window appears, choose Softphone > Preferences > Application.)

4.2 Sending a Broadcast IM

You can send an IM to several people at one time. A broadcast IM is not a group chat:
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 group chat, 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 the parties from the Contacts tab in one or more of the following ways:
Select one or more contacts in the usual ways (using Shift-click or Ctrl+click and/or Shift+Ctrl+click).
Select one or more groups in the usual way.
2. Right-click and choose Send Broadcast Instant Message. The Send Broadcast Instant Message window appears.
3. 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 Preferences > Application.)
4. Press Send or Enter. The IM is sent and the window closes. 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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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.
There is no limit to the number of particip ants in a group chat session. You can also i nv ite more participants during a group chat session.
1. In the Contacts tab, select the desired contacts. Contacts must be online.
2. Right-click the last selected contact and choose Start Group Chat. The invitation dialog appears.
Inviting More Participants
To invite more participants to a group chat, select online contacts (who have XM PP addresses) from your Contact List and drag them to the Group Chat window. Any participant in the group chat can invite more participants.
Leaving a Group Chat
To leave a group chat, close the Group Chat window. If you have 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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Right-click to delete or save the selected conversation
Select your own name to view your group chat and chat room sessions
Select another person to view instant messages with that person
Select one or more names and then right-click to save or delete all the conversations for those people

4.4 Chat Rooms

Typically, chat rooms are used only in enterprises and are set up by the system administrator.

4.5 Viewing the Message Archive

You can view your recent IM activity for any contact, group chat session, or chat room session. Do one of the following:
On the menu, click View > Message Archive.
Or right-click a contact 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. Choose one of these actions:
Right-click a contact and choose Send Files; a standard Open dialog box opens.
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.
Drag a file from a folder to the IM window.
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.
The file is saved to the location specified in Preferences > Advanced.
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5 The Contacts Tab

Add a Contact
You can change the detail and layout of the contact list: from the main menu choose Contacts and set the desired options
Search entire contact list
Contacts are typically organized into groups. Bria includes built-in groups. You can add more groups, as desired.
The online status of others. See page 41
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 main menu and choose View > Show Contacts.
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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 such as a file of contacts or contacts in your Outlook address book.
Populating From the Microsoft Outlook Address Book
You can populate the Bria contact list by pulling in the contacts from your Microsoft® Outlook® contacts. Create an Outlook account: from the main menu choose Softphone > Account Settings. See page 68 for more information.
Populating by Importing Contacts
You can populate the Bria contact list by importing from an external file or files. The new contacts will be added to the existing contacts.
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.
PST. A Microsoft Outlook or Microsoft® Exchange contact list (a *.pst file).
1. From the main menu choose Contacts > Import Contacts. The Import Contacts wizard starts.
2. As soon as you click Finish on the wizard, the Contacts tab in Bria is updated to show the imported entries.
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 Jabber (XMPP) address and will map this field
to the Jabber 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 page 98.
3. Save the file as *.csv.
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Exporting Contacts
You can export a contact list to a CSV, vCard or PST file.
1. From the main menu choose Contacts > Export Contacts. The Export Contacts wizard starts.
2. When you click Next, the export starts. The result is:
For a PST export, the existing .pst file is updated to include the entries from the Bria contact list. If Outlook is open, the entries immediately appear in the Outlook contacts.
All information in the Bria contact list is exported to Microsoft Outlook. Only information that can be displayed in Outlook actually appears in the Outlook Contacts window. Typically this means that all softphone addresses are exported (and stored in custom fi eld s ) bu t not displ ay ed in Ou tlook.
For other formats, a new file of the specified type is created.
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To enter a phone number, select the type, enter the number, and click +
The new number appears in the list

5.2 Managing Contacts and Groups

Adding a Contact
Click , or right-click a group and choose Add Contact to Group. The Contact Profile dialog appears.
Field Description
Contact Summary
Display as If several display names are available, choose the one that you want to show in the contact list. Group Click to show the list of groups. Check each group this contact should belong to. Primary presence This field appears only the contact has more than one Softphone number or Instant Message address.
Primary phone number If the contact has more than one number, select the primary number. This number will be used with
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
The primary presence is used as follows:
• The presence icon on the contact list shows the online status for this address.
• The single-click and double-click actions for instant messaging use 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.
single-click calling and double-click calling.
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 phone number in any phone field 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 with a Softphone Number
This example shows how to add a contact when your VoIP service su pports online availability via your SIP account.
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Enter the XMPP address in the Instant Message field. Include the domain (e.g. @gmail.com)
Repeat to enter the person’s phone number and any other information
Select the Instant Message entry; the Enable XMPP Presence button appears
All the XMPP information moves to a separate section. This XMPP information is automatically added to your list of contacts on the XMPP server (for example, to your Gmail list)
Click the button
Example – Contact with an XMPP Address
This example shows how to add a contact who has an XMPP address (for example, a Gmail address). Assuming you have created a corresponding XMPP account in Bria (for example, an XMPP account for your Gmail address), then you can send this person IMs and share online status.
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Click a contact method to perform its action
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 non-contact, click the Add to Contacts button in the call panel.
On the History tab, select an entry that is not a contact. Right-click and choose Add as Contact. The Contact Profile dialog appears. Complete the dialog as desired and press OK. If the contact method is Softphone or Jabber, an online status request is sent to this person. See “Sharing Online
Status” on page 42.
Viewing Contact Information – the Contact Flyout
Click a contact to show the Contact flyout.
Modifying the Contact List
Changing Contact Information
To change the information for a contact, right-click the contact and choose Edit Profile. The Contact Profile dialog appears (page 36).
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.
To delete one or more contacts, select them, right-click, and choose Delete Contact or Del ete Sele cted. 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, right-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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Double-click to phone or IM (depending on how double­clicking is configured in Preferences > Application).
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.
Or right-click and choose from the menu
You can watch the contact’s online status, if the contact has a softphone or IM address
See the table on page 44 for the meaning of the online status icons.
See “Sharing Online Status” on page 41 for information on obtaining online status information.
See page 27 See page 29 See page 32
See page 25 See page 31
See page 45 See page 48
See page 71

5.3 Using Contacts

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Your online status
Online status of other people
This person is either logged out or is not publishing their online status
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.
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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 will automatically obtain status information for this address.
If you create a contact via the Contact Profile and you include an XMPP address, you can click the Enable XMPP Presence button to obtain status information for this address.
If you created contacts by importing a contact list, you can specify during the import whether you want to share presence information. See page 34.
If you created an XMPP account in order to pull in your Gmail contacts, these contacts will already be set up to share status information.
If you created an Outlook account in order to pull your Outlook contacts into Bria, then these contacts will be set up for presence if you set up the mapping correctly. See page 68.
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.
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 your status. Bria accepts this request automatically, and the other person can now see yo ur 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 softphone number 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 71.
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.
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You must respond to the request:
Option Button Comment Result
Bria for Windows User Guide – Retail Deployments
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 online status. See below.
Setting up Status Indicators
You can create a custom status indicator: click the down arrow beside the status indicator, and double-click on one of the existing indicators; type your custom status.
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 Softphone > Preferences > Application.
As soon as you click the mouse or keyboard, your status changes to “Available”.
You can contact this person.
You can contact this person.
You can contact this person.
You can contact this person.
You can contact this person.
Appear offline You have set your status to this value. The other person sees you as
offline, even though you are actually online. 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
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The contact is either not logged on or does not want to share online status.
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Alert List icon
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 unchecked to stop receiving notifications.
Click to phone or IM this person
Adding Contacts to the Alert List (Buddy Pounce)
You can add a contact to the Alert List in order to request to be notified when the online status of a contact changes.
Right-click the 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 presence 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 page 71.
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 42.
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 (Softpho ne > 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 Blocked List, in which case they will then be controlled by your privacy settings.
For information on privacy settings and the Blocked List, see page 71.
From the Contact List or History List
Right-click on the name and choose Block this Person. The person will be added to your Blocked List (page 71). The person will not be able to phone or IM you, and will not see your availability information.
To later unblock this person, right-click on the name and choose Unblock this Person.
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6 Using Other Resources

Filter list
Incoming call that was answered
Outgoing call, either attempted or established
Detach the history list
Incoming missed call

6.1 History Tab

Managing the Lists of Calls
You can right-click on an entry in a list to:
Delete the entry.
Delete all entries in the list.
Block this person so they cannot send you phone calls or instant messages, or see your online availability.
Edit the profile if the entry is a contact.
Add as contact. The Contact Profile appears (page 36).
Phoning from History
You can:
Right-click on an entry to place a call to this person, using the contact method that was used for this call.
You can double-click to place an audio call.
Place a call to this person and add them to a conference call that is in progress. For more information on conference calls, see page 21.
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Y ou can perform nearly all the same actions on the contact in the Favorites tab as you can in the Contacts tab.
Removes from Favorites but does not remove from the contact list
Removes from Favorites and the contact list

6.2 Favorites Tab

To view the Favorites tab, go to the main menu and choose View > Show Favorites. You can create favorites from your contact list. They will be displayed in both the Contacts tab and in the
Favorites tab. Select the desired contacts, then right-click and choose Add to Favorites.
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7 Configuring Bria

This account will be used for calls if Auto Select is used (page 13) and t here are no dial plan rules for selecting the account
Your own Gmail account
Your main SIP account
Account 1 has been set up to support Workgroup (page 60)
Another SIP account
An Outlook account. This account is automatically created for you in some situations; see page 68.
Here is a typical setup

7.1 Configuring Accounts

Accounts Settings Window
To work with accounts, choose Softphone > Account Settings from the menu. The Account Settings window appears, showing all the accounts set up. From this window you can add (create), enable or disable, edit, or remove a SIP, XMPP or Outlook account.
You can:
Create a SIP account. Follow the instructions you obtained from your VoIP service provider. See page 55 and following.
Create an XMPP account, if appropriate. For example, 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
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Bria contact list. You can then IM these contacts directly from Bria. To create an XMPP account, see page 53.
For information on the Outlook account, see page 68.
The account is the “preferred account”.
The account can be used for phone calls by selecting it on the dashboard (page 13)
The account cannot be used for phone calls.
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Fields with a red asterisk are required
XMPP Account
You create an XMPP account if, for example, you already have an XMPP account independent of Bria (for example, a Gmail account).
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
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” Outbound proxy The value in User ID and in this setting may be used by Bria to compose a valid jid:
type of XMPP account such as “Gmail account”.
connected to you.
• 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.
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Table 1: XMPP Account Properties – Account
Field Description
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.
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Fields with a red asterisk are required
Bria 3 for Windows User Guide – Retail Deployments
Table 2: SIP Account Properties – Account
Field Description
Account name If desired, change the account name to something that is meaningful to you. For example, the
name of the VoIP service provider. Protocol Read-only. Always specifies SIP. Use for Call If checked, this account is eligible to be used for phone calls. If unchecked, this account will
never be used for placing phone calls. Use for IM/Presence If checked, this account is eligible to be used for IM and online status (presence). If
unchecked, this account will never be used for IM and online status.
User Details
User ID Typically the account number for the so ftphone account. For example, 6045551212 or 2766.
Provided by your VoIP service provider. Domain For example, domainA.com. Provided by your VoIP service provider. Password Provided by your VoIP service provider. Display name This name is displayed in the Bria title bar.
Other people will see you as this name. Authorization name May not be required. If it is required, it will be provided by your VoIP service provider.
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Table 2: SIP Account Properties – Account
Field Description
Domain Proxy
Register with domain and receive calls
Check this box if you want to register with your VoIP service provider, so that you can receive
incoming calls.
Typically, this field is checked.
This field must be left unchecked if, for example, your level of service does not include the
ability to receive incoming calls. (In that case, turning this field on may cause the account to
fail to be enabled). Send outbound via Choose the setting specified by your VoIP service provider:
• Domain: If your VoIP service provider requires that traffic be directed to proxies that are discovered via the domain.
• Proxy: If your VoIP service provider has an outbound proxy address and requires that you provide the address to Bria. For the address, enter a domain name (for example, domain.com) or an IP address (for example, 123.456.789.012).
If you are using Bria in a test lab, it is possible that neither of these settings is suita ble; see page 67 for a third way to direct traffic.
Dial Plan Information about the syntax of the numbers used by this VoIP service provider.
Provided by the service provider. The default plan is: #1\a\a.T;match=1;prestrip=2; For information on determining whether you need to modify the default dial plan, see
page 92.
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SIP Account Properties – Voicemail
These settings let you set up to interact with your VoIP service provider’s voicemail service. They also let you configure Bria to forward calls in several situations, independent of your VoIP service provider’s voicemail service.
Your service provider may provide the ability to set up for vo icemail outside o f Bria, for example, by pho ning a softphone address and following the voice prompts, or by accessing a website.
Check with your service provider to determine if another setup mechanism is available. If so, check what the settings are in that setup, and make sure you enter compatible information in Bria.
In particular, if your service provider has a mechanism for call forwarding, find out if you should leave the Forwarding settings on this Voicemail tab blank.
Table 3: SIP Account Properties – Voicemail
Field Description
Check for voicemail Set the checkbox in one of these ways:
• Check the box if Bria must subscribe to be notified when there is a voicemail for you. In other words, to configure for “subscribe for message waiting”.
• Clear the checkbox if the service provider’s voicemail server sends notifications without Bria subscribing. In other words, to configure for “implicit subscription”.
• Clear the checkbox if the service provider does not support voicemail.
Check with your VoIP service provider for the correct configuration. Voicemail is offered by your VoIP
service provider for information on using voicemail.
Number to dial for checking voicemail Optional, but complete this field only if your VoIP service includes voicemail.
• Completing this field activates the voicemail icon on the softphone. When you click this icon, Bria will dial this number. You will be connected to your service provider’s voicemail and can listen to your messages.
• If you leave this field empty, then this icon will not work; you will have to manually dial this number in order to connect to voicemail.
Enter the number provided by your VoIP service provider.
service provider; it is not part of Bria. Contact your
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Table 3: SIP Account Properties – Voicemail
Field Description
Number for sending calls to voicemail Complete only if your VoIP service includes voicemail. Optional, but you must
complete it if you check “Send calls to voicemail if unanswered”. This is the number that incoming calls will be forwarded to if they are unanswered after
the specified interval (below). If you leave this field empty, then Bria will never forward calls to your service
providers’ voicemail. However, most VoIP service providers have their own mechanism for sending unanswered phone calls to voicemail. So leaving this field blank does not mean that forward-to-voicemail does not work.
Enter the number provided by your VoIP service provider.
Send calls to voicemail if unanswered Complete only if your VoIP service includes voicemail.
To send to voicemail after the specified number of seconds. Your service provider may also provide a similar feature that is set up outside of Bria. If
so, make sure you do not enter competing information in Bria and in the service provider’s user interface. For example, if you turn off this field, make sure the same feature at your service provider is also turned off. Otherwise, all your calls will continue to be forwarded.
Always forward to this address You can use this feature even if your VoIP service does not include voicemail.
To always forward phone calls, click th e 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 and only if your VoIP service provider supports redirect.
When on the phone, forward to You can use this feature even if your VoIP service does not include voicemail.
To fo rward only when you are on another phone call, click the box and enter th e 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 and only if your VoIP service provider supports redirect.
Your service provider may provide a similar feature that is set up outside of Bria. If so, make sure you do not enter competing information in Bria and in the service provider’s user interface. For example, if you turn off this field, make sure the same feature at your service provider is also turned off.
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Table 4: SIP Account Propertie s – Topology
Field Description
Firewall traversal mode Choose the setting recommended by your VoIP service provider:
• Auto detect using ICE: Automatically determine the contact address for signaling traffic.
Advertise the local IP, public IP (discovered via STUN, if available) and media relay IP and use these to automatically determine the best route for media traffic during calls.
• Discover public IP address: Advertise the public IP address (discovered via STUN) for the contact address for signaling traffic, and for the connection address for media traffic.
• Use media relay (TURN): Advertise the public IP address (discovered via STUN) for the contact address for signaling traffic.
Advertise the address of a media relay server (discovered via TURN) for the connection address for media traffic.
• None: Advertise the local IP address only for both signaling and media traffic.
Server address • Empty: Discover the address of the firewall traversal server (the STUN or TURN
server), if available, using DNS SRV.
• Specified: Use the firewall traversal server specified as either an IP address or a fully qualified hostname.
y
Range of ports used on local computer The appropriate setting depends on your computer setup:
• Checked: If your computer is behind a restrictive firewall that only allows specific port ranges to be used. Enter the range of ports to use for your SIP account. (You must also open those ports on your firewall; refer to applicable firewall documentation for information.)
• Unchecked: If your computer is not behind a restrictive firewall.
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SIP Account Properties – Presence
This tab lets you configure presence and workgroups.
Presence
Presence allows other softphone users to see yo ur online st atus and allows you to se e the online status of others. This tab lets you configure how online status is handled for contacts who have a softphone number on your SIP
account. (Note that you do not have to configure online status for XMPP accounts; it always works the same way with these accounts.)
Once you have configured presence on this page, you can set up rules for which pe ople are allowed to see you;“Preferences – Privacy” on page 71.
Table 5: SIP Account Properties – Presence
Field Description
Presence
Mode Choose the setting specified by your VoIP service provider:
• Disabled: Presence is not supported.
• Presence agent.
• Peer-to-peer.
Poll time Refresh interval
Workgroup
Enable workgroup‘ If desired, you can create a workgroup of people you work with frequ ently. The workgroup
Enter the value specified by your VoIP Enter the value specified by your VoIP
gives you a detailed view of phone-related activity for that team. Typically, if you are setting up a workgroup yourself (rather than having a system
administrator set it up) you will set up in peer-to-peer mode.
service provider. service provider.
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This person is shaded out. Either she has not yet added you to her workgroup list or she has added you but with “Allow this person to monitor my activity” turned off
This person is in your group and you are in her group. You are watching each other
Setting up Workgroups in Peer-to-Peer Mode
In this mode, you add people who you want to share with. Typically, everyone in a group will informally agree to add each other to their group so that everyone’s setup contains the same workgroup members.
1. Set the Mode to Peer-to-peer.
2. Select the monitoring method:
Allow anyone to monitor my call activity: if you want everyone in the workgroup to monitor you. Normally, you choose this mode.
I will choose who can monitor me: if you do not want to let everyone in the workgroup to monitor you. (for example, if you are a supervisor; see below for details). Or if you only want one person to monitor you.
3. Click Edit Members. On the Workgroup Members window click Add. In the Add Workgroup member window, enter a person’s SIP address as shown. Repeat for all the members of the workgroup.
When you display the Workgroup (View > Workgroup from the main menu), the members will appear.
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When You Are a Supervisor
If you are the supervisor of a workgroup (meaning that you want to monitor others but do not want them to monitor you):
1. Set the Mode to Peer-to-peer and select “I will choose who can monitor me”.
2. Click Edit Members. On the Workgroup Members window click Add. In the Add Workgroup member window, enter a person’s SIP address as shown. Repeat for all the members of the workgroup.
The Workgroup Members window will look like this:
3. When done, close the Workgroup Members window. When you display the Workgroup (View > Workgroup from the main menu), the members will appear.
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SIP Account Properties – Storage
Typically, you leave the storage method as Local. However, if your VoIP service provider provides acc ess to an XCap or WebDav server, you can choose to store some contact data on that server. The following contact data gets stored on the server:
Softphone numbers and display names from contacts created manually or from a corporate directory or by importing from a file. Other data from these contacts does not get stored on this server.
Softphone numbers from contacts pulled in from Outlook, when the number has a domain (e.g. “myEnterprise.com”) that matches the domain of this SIP account. Ot her da ta from thes e contacts does not get stored on this server.
XMPP contact data does not get stored on this server.
Table 6: SIP Account Properties – Storage
Field Description
Storage method The storage method to be used for the buddy list and presence rules. The file can be stored
Server Settings (not used for “Local”)
Use SIP credentials Check this box to use the username and password from your SIP account in order to log into
Use alternative server credentials Check this box to use specific credentials. Enter data for connecting to the server.
locally or both locally and on a remote computer.
the storage server. Otherwise, uncheck this box and complete the Username and Password fields.
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SIP Account Properties – Transport
Table 7: SIP Account Properties – Security
Field Description
Signaling Transport Contact your VoIP service provider to identify the types of transport that are supported.
Then choose a supported transport:
• Automatic: Bria sets up the transport based on the capabilities of the network and the Bria computer. Choose this option if you do not care which transport is used.
• TCP: This transport provides no signaling security.
• UDP: This transport provides no signaling security.
• TLS: Choose this option to request signaling encryption or both signaling and media encryption.
Encryption See the description below for more information. Enable IPv6 Generally, leave this enabled. Disable it only if advised to do so by your VoIP service
provider.
Encryption
You can set up Bria for the type of security (encryption) you want for incoming and outgoing calls. Bria supports:
• Signaling encryption using TLS
• Med ia encryption using SRTP.
Setting up for Security outside of Bria
When using TLS, you must have the root certificate that signs the proxy's chain of certificates. In most cases, the root certification will already be installed. Procedures for the exchange of certificates are outside the scope of this documentation. The certificates must be stored on the Bria computer, in the root certificate store.
Setting up the root certificate on your computer en sures th at the connection to the proxy is TLS secure (the first hop). Any proxy in the chain (between you and the caller) that does not support TLS may cause an insecure link in the chain. Therefore, if the other party is outside your domain, you cannot be completely sure that the call is secured at the signaling level, which means that you cannot be sure that it is secured at the media level.
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Setting up for Security within Bria
The options for media encryption are described in the following table.
Table 8: Security Options
Option How Outgoing Calls are Handled How Incoming Calls Are Handled
Make and accept only encrypted calls
Do not allow encrypted call
Bria will place all calls with TLS. The call
INVITE
will specify SRTP media encryption. If the correct certificates are not in place or if the
other party does not accept encrypted calls, the call will fail.
Bria will place only unencrypted calls. If the other party does not accept unencrypted
calls, the call will fail.
Bria will only accept INVITEs that are for encrypted calls.
If Bria receives a call INVITE that is not encrypted, the call will be rejected.
Bria will only accept unencrypted calls.
If Bria receives a call call will be rejected.
INVITEs that are for
INVITE that is encrypted, the
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SIP Account Properties – Advanced
Table 9: SIP Account Properties – Advanced
Field Description
Register Settings
Reregister every The time interval between Bria’s attempts to reregister in order to refresh the account registration
with the VoIP service provider for this account. A value of zero means not to reregister after the initial registration.
This value is placed in the “Expires” header field of the
Minimum time If the reregistration fails, Bria will wait this amount of time, then attempt to reregister. If the
second attempt fails, Bria will wait twice this time and try again, then four times this time, and so on, until reregistration succeeds.
Maximum time This is the maximum wait time between attempts to reregister. Once this maximum is reached,
Bria will wait this time for all subsequent attempts. For example, the min. time is 20 secs, the maximum time is 120 secs. Bria will attempt to
reregister as follows:
• Wait 20 secs.
• Attempt to connect.
• If fail, wait 40 secs.
• Attempt to connect.
• If fail, wait 80 secs.
• Attempt to connect.
• If fail, wait 120 secs (the maximum)
• Attempt to connect.
• If fail, wait 120 secs, and so on.
REGISTER message.
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Table 9: SIP Account Properties – Advanced
Field Description
Timers
Enable session timers Default session time
A session timer is a mechanism to detect whether a call session is still active from the signaling point of view. When the timer expires, a refresh is sent from one party to the other. The timer is then reset.
• Turn on to enable session timer. Enter a value in Default session time.
• Turn off to disable session timer; refreshes will never be sent.
Session timer preference This field specifies your preference for which party should send the refresh. The preference is not
a guarantee that the refresh will be performed by the specified party. The choices are:
• None: No preference.
• Local refreshes: Your computer sends.
• Remote refreshes: The other party sends.
• UAC refreshes: The user agent client (the party that initiated establishment of the communications) sends.
• UAS refreshes: The user agent server (the other party) sends.
Hold Method Change this setting only if your VoIP service provider advises you to do so. Send SIP keep-alives Typically on, to instruct Bria to send SIP keep-alive messages in order to maintain a “pinhole”
through your firewall for SIP messaging. Use rport Typically on. Send outgoing request
directly to target
When checked, requests with a complete URI (user@ABC.com) go to ABC.com and the “Send
outbound via” field on the Account tab (page 53) is ignored.
If you check this field, make sure you also set “Send outbound via” (on SIP Account > Account)
to “Domain”.
Typically off. This field is intended for test labs and may cause problems in a NAT environment.
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Outlook Account
Bria automatically creates an Outlook account if it detects Outlook on your computer. You can enable the Outlook account to provide Bria with access to the contacts in your Outlook address book.
When the account is enabled, your Outlook contacts will be automatically pulled into your Bria contact list so that you can easily phone and IM them.
Table 10: XMPP Account Properties – Account
Field Description
Outlook profile Typically, you only have one profile, which Bria detects.
However, if your Outlook is set up on this computer with more than one profile, select the
profile whose contacts you want to access. Profile password The password for the selected Outlook profile. Field to use for Softphone
address
Bria can be set up to treat one of the contact fields as a SIP address that can be subscribed to,
assuming that you are using your SIP account for presence.
For example, if you select “Instant Message” in this field, then when contacts are pulled into
Bria, any Instant Message fields that have a value will be copied to the Softphone field in the
Bria contact. If the domain matches the domain of your SIP account, Bria will subscribe to the
online status of that contact. For example, if an Outlook contact has “2766@domainA.com” in
its Instant Message field and your SIP account is “jsantos@domainA.com”, then Bria will
subscribe to 2766@domainA.com.
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7.2 Configuring Preferences

Choose Softphone > Preferences. The Preferences window appears. The Preferences panels 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.
Login Options
Login is typically used only in enterprises. You should not ena ble login.
Default Actions
This feature lets you control the action performed for two buttons:
The green Call button at the top of the phone. For ex ample, you can configure the button so that it makes a video call instead of an audio call.
The transfer button. For example, you can configure the button so that it initiates unattended (call now) transfer instead of an attended (call first) transfer.
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Preferences – Alerts & Sounds
The tabs on this panel let you control the Call Alerts box and lets you assign sounds.
Alerts
You can control whether the Call Alert box is displayed 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.
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. 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 – 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 online status.
General Tab
In “Global Contact Settings”, choose one option. If you choose “Allow only”, then all contacts will be able to contact you unless they or their domain are 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 46).
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 Online Status Requests from these people in this domain.
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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 lo ng er av ai lab le, in which case Bria will again select the device to use.
Table 11: Preferences – Devices
Field Description
Headset Mode
Speaker Microphone
HID Device If the selected headset device is a HID-compliant device, this field specifies that device. You can
Zero-touch device configuration
Also ring PC speaker Click on or off, to suit your preference. Test Devices For information on the Test Devices button, see page 87.
Speakerphone Mode
Speaker Microphone
HID Device Same as headset mode.
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.
click Setup in order to assign functions to the device. For example, you can set the green button so that it answers an incoming call.
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.
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.
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Table 11: Preferences – Devices
Field Description
Other Device
Ring On Change this field only if you want to override the devices that Bria automatically selected.
The device where you want to hear the phone ringing: the headset, the speakerphone, or none.
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.
Deskphone Typically, deskphones are used only in enterprises and are set up by the system administrator.
HID Devices: USB Device Button Setup
You can assign functions to a HID-compliant device. For example, you can set the green button so that it answers an incoming call.
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Click to enable shortcut keys.
Then make sure the individual actions are enabled
Preferences – Shortcut Keys
You can enable shortcut keys to several functions.
Customizing the Shortcut Key Combination s
You can change the default key combinations.
1. Make sure Enable shortcut keys is checked and the action you want to change is enabled.
2. Select an Action and click Edit. The Edit Shortcut Key dialog appears.
3. Make sure there is a checkmark in the keys you want to use. You must turn on at least two keys.
4. T ype the desired letter or number in the field. For example, the following creates the shortcut combination Shift-Alt-U.
The following rules apply:
You cannot override standard Microsoft Windows combinations such as Ctrl-Alt-Delete.
The shortcut applies when Bria is running, regardless of the application that is in focus. For example, if Bria is running but another application has focus, pressing Ctrl-Alt-Shift-A will answer an incoming call.
If another application has the same shortcut combination, then which application was started later has control over that combination.
If the shortcut is not valid at a particular moment, then it has no effect. For example, pressing Ctrl-Alt­Shift-A has no effect if there is no incoming call in Bria.
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Preferences – Network
Table 12: Preferences – Network
Field Description
Network Connection Speed 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 typical 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 video shows black areas or is slow or jerky.
• The remote audio is garbled. Y ou will know that you have set the sen ding speed too low if the audio is good but the video is of
poor quality (grainy).
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Preferences – Audio Codecs
This panel shows all the codecs that are included in the retail version of Bri a. You can enable or disable codecs as desired.
With only one codec enabled, all calls made will use that codec. With more than one codec enabled, Bria automatically chooses the best codec based on the other party’s capability, the available bandwidth, and network conditions.
You cannot change the properties of any codecs.
About Codecs
Audio codecs describe the format by which audio streams are compressed for transmission over networks. Codecs can be categorized as either narrowband or wideband:
Narrowband codecs work with low bandwidth such as a dialup internet connection. These codecs have a sampling rate of 8 kHz.
Wideband co decs work with hi gh bandw idths and result in bette r audio qu ality. However, they do not work with PSTN. These codecs have a sampling rate of 16 kHz.
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Supported Codecs
Codec Narrowband Wideband Royalty-bearing Included in Bria
AMR Wideband (G.722.2) 33 Broadvoice-32 33 Broadvoice-32 FEC 33 DVI4 33 DVI4 Wideband 33 EVRC 33 G.711aLaw * 33 G.711uLaw * 33 G.722 33 G.723 33 G.726 33 G.729 * 333 GSM 33 iLBC 33 L16 PCM Wideband 33 Speex 33 Speex FEC 33 Speex Wideband 33 Speex Wideband FEC 33 * Generally, at least one of these codecs must be enabled in order to place a PSTN (land line) call.
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Preferences – Video Codecs
Video codecs describe the format by which video streams are compressed for transmission over networks. Some codecs require less bandwidth than others, but may result in lower video quality.
You can enable or disable codecs as desired. You may decide to disable a codec even though your VoIP service provider supports it.
With only one codec enabled, all calls made will use that particular compression format. With more than one codec enabled, Bria automatically chooses the best codec based on the other party’s capability, the available bandwidth, and network conditions .
You cannot change the properties of any codecs.
Supported Codecs
Codec Royalty-bearing Included in Bria
H.263 3 H.263+ 1998 3 H.264 (unified) 33
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Preferences – Quality of Service
These fields appear only on versions of Bria that include video.
Bria 3 for Windows User Guide – Retail Deployments
The Quality of Service panel lets you request a specific transport service for audio, video and signaling traffic.This service is through DSCP (also known as ToS). In a network that has the default configuration, the recommended value for audio is 46, because “46” is the standard marking for audio.
There are two types of services. The service to use depends on what your internet service provider supports:
GQoS, which is available for audio and video.
DSCP (also known as ToS), which is available for audio, video and signaling. In a network that has the default confi guratio n, th e recommen ded valu e for audio is 46, becau se “46 ” is the
standard marking for audio.
Bria supports 802.1p QoS packet tagging. If you set up for QoS, Bria will include the specified information in the packets that it sends to the network provider. Whether the packet is delivered with the specified service depends on whether your broadband router and the network provider between you and the other party supports multiple transport services. In other words, whether each network provider reads the QoS information and prioritizes packet delivery based on the requested service.
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Preferences – Media Quality
Audio Quality
Reduce echos 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 off. However, if you are using a slow (dial-up or ISDN) connection, you may want to
turn it on.
Volume Control Choose the setting that suits your setup.
Video Quality
Enable this option Check or uncheck to flip the video image. Resolution – Limit available
resolution Resolution Leave at standard, or change the size as follows:
If you enable this field, Bria will determine the maximum quality that your computer can handle
and will disable unapplicable options in the list of possible resolutions
• 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.
• Typically set it to low only in spec ial situati ons, 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.
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Preferences – Directory
Typically, directories are used only in enterprises and are set up by the system administrator.
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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).
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Table 13: Preferences – Advanced
Field Description
DTMF You may need to change the DTMF configuration if you cannot interact with interactive
RTP This timer controls how calls are disconnected when Bria determines that there is a
Recording folder The folder where files for recording of phone calls will be saved. File transfer folder The folder where received files will be saved. W eb Page Tabs You can set up a web page as a new tab in the Resources panel; it will appear alongside
voice response systems (auto attendants, voice-activated menus, and so on). Contact your VoIP service provider for the correct setting.
problem with the call and the other party has probably disappeared (assuming that you have not yourself detected the problem and hung up manually).
Typically, the timer is enabled. It is recommended that you not disable it. You can change the length of the timer, but do not set it to less than 30 seconds.
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. You can also simply show or hide the tab from the View menu in the Bria menu.
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A Using Bria Add-in for Outlook

Click to display the Bria History tab
Type a phone number here or click the down arrow to redial
Press Enter or click the down arrow to choose an option (audio, video or conference call)
Bria comes to the front and the call is made on Bria. Once a call is established, you can end the call from within the Add-in panel. To manage the phone call in any other way (hold, and so on), you must switch to the Bria call panel.
You can install the Bria Add-in for Outlook when installing Bria, assuming that you have Microsoft Outlook™ on your computer. Bria Add-in appears as a panel in the To-Do bar of your Outlook window.
You do not have to create an Outloo k account within Bria in order to use Bria Add-in for Outlook. Make sure you have set up Bria. See “Install ation and Setu p” on page 3. You should be reasonably familiar with
using Bria, because once you have placed a phone call from within the Add-in, you will switch over to Bria to control it.
If the Add-in does not show, choose View > To-Do Bar > Normal (from the menu in Outlook 2007 or from the ribbon in Outlook 2010).
Missed Calls and Voicemail
The Bria Add-in panel will display an icon when you have missed a call or when you have voicemail. You can click the icon to view the Bria History panel or to call voicemail.
Placing Phone Calls
By Typing a Number
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Click the phone icon beside a contact
A gray icon means this name does not have a phone number. You can only create a contact using this name; see below.
Bria comes to the front and the call is made on Bria. Once a call is established, you can end the call from within the Add-in panel. To manage the phone call in any other way (hold, and so on), you must switch to the Bria call panel.
Or click the name to view all the phone numbers for the contact
Or click the phone icon beside a phone number
You can also right-click a contact in order to view or edit it
The Outlook Contact dialog opens The Bria Contact Profile does not open; however, if you have created an Outlook account in Bria (page 68), the newly added contact will be pushed into Bria.
Right-click to create a contact from this name or number.
Phoning a Recognized Contact or Number
The Add-in recognizes content in a selected e-mail or calendar entry that is:
A contact in the Outlook address book
A number that looks like phone numbers. You can select one of these items and place a call.
Creating Outlook Contacts
The Add-in recognizes names (that are not already contacts) and phone numbers in a selec ted e-mail or calendar entry. You can add these people to your Outlook contact list.
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B Troubleshooting

Choose Help > Troubleshooting to display the Troubleshooting window.
Testing Audio and Video Devices
You can verify that your microphone, speakers and camera are working and can set the volume to a comfortable level without having to actually place a phone call.
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Testing the Network Connection
You can verify that you are successfully connected to the network.
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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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Diagnostics
Only use this panel if instructed to do so by customer support.
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, choose Help > Troubleshooting > Diagnostics again and click Send Report. Select the report and send it.
6. When the report has been sent, click Stop Logging. Click Done to close the Troubleshooting window.
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C Application Hot Keys

Function Keyboard Shortcut
Decline an incoming call Ctrl - D Redial the last dialed number Ctrl - R
or Ctrl - R then Enter
End the call End the conference call (hang up on all
participants) Hold or resume the call when the focus is on
this call panel Mute when the focus is on this call panel Ctrl - M not done yet Ctrl - T
Ctrl - E
Ctrl - H
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D Dial Plan

When a call attempt is made, the call input (what you type, select or drag onto the call entry field) is processed to select the SIP account to use and to modify the input if that is required to ensure that the call gets placed successfully. This ability to select an account and modify the input relies on the existence of a “dial plan” for each account.
Do You Need to Read this Information?
You do not have to read this dial plan information if one of the following applies:
You only have one SIP account.
You have more than one SIP account but you will always manually select the account to use for calls (page 13).
The default dial plan behavior (below) is acceptable.
#1\a\a.T;match=1;prestrip=2;
Example
\a\a.T|xxxxxxxxxx;match=1;prestrip=2;match=2;pre=8;
where:
\a\a.Tis the first pattern.
xxxxxxxxxx;is the second pattern.
match=1;prestrip=2;is the first match-transformation pair.
match=2;pre=8;is the second match-transformation pair.
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Pattern
Valid Content
The content for a pattern follows the digit map rules of RFC 2705, supplemented by the rules for regular expressions. Where there is an overlap between the digit map and regular expression rules, the digit map rules apply. For this reason, there are some special cases, included in the table below.
The following table describes the most common elements. As mentioned, all regular expression elements are supported.
Some elements use the back slash \ character . If you are defining pattern a via remote provisionin g (that is, in an HTTP response), you must enter two backslashes, because the Bria provisioning software interprets one backslash as an escape key .
Element Origin Description
0 1 2 3 4 5 6 7 8 9 Literals Literal digits, used as is. # * a to z Literals Literal characters, used as is. Special cases:
• The literal x character is represented by \x.
• The literal t character is represented by \t. x Digit map rules Wildcard for any single digit, 0 to 9. \a Regular
[digit-digit] Regular
[character­character]
[digit1, digit2, digit3]
. Digit map rules Repeat the last element 0 or more times. For example, xxxx. means repeat the last x 0 or
T Digit map rules A timeout period will take place before automatic dialing starts.
expression rules
expression rules Regular
expression rules Regular
expression rules
Wildcard for any single alphanumer ic character.
A digit within the specified range.
A character within the specified range.
One of the characters in the collection.
more times, which means this pattern matches three or more digits (not four or more digits)! Use of this element results in a pattern with “minimum requirements”.
The T timer forces Bria to wait after a match is made. This timer should always be included in these situations:
• Any pattern that uses the . (dot). For example, if the pattern is xxxx. then adding a
timer lets you type three or more digits. If there is no timer, then as soon as you type three digits, Bria makes the match as soon as you type three digits.
• Any dial plan that has two patterns that are similar in elements but different in length.
For example, if one pattern is xxx and the other pattern is xxxxxxx, then adding the timer lets you continue typing past three digits, in order to get a match on the second pattern.
In this situation, the T timer should be included in the shorter pattern.
Timers
There are two timers:
T timer is 4 seconds.
The long timer is 20 seconds. These timers are used in input comparison, as described in “How the Input Is Processed” on page 95.
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Transformation Keywords
Keyword Description
prestrip Strip the first n characters from the input before
placing the call.
poststrip Remove n number of characters from the end of
the input before placing the call.
pre Add the specified account prefix to the input
before placing the call.
post Attach the specified postfix to the input before
placing the call.
replace Replaces the input with the specified string
before placing the call.
Order of Transformations
These transformations are always performed in the following order (the order in which the transformations are entered in the dial plan is not significant):
prestrip > poststrip > pre > post > replace
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D.1 How the Input Is Processed
Comparing Input to the Dial Plan Patterns
The input is compared to each dial plan in turn, starting with the first listed ac count. The process is slightly different depending on how the call is placed:
If the input was dragged or selected, then the entire input is compared to each dial plan. If a complete match is found, then that account is selected and the associated tran sfor matio n is p erformed. If no match is fo und, the default account is selected and no transformation is performed.
If you are typing the input, the digits are compared one by one as they are entered. The comparison will result in one of the types of matches described in the table below.
It is possible for the same input to get matched to different dial plans depending on whether the input is entered on the fly or dragged. It is important to keep this in mind when design ing dial plan patterns.
Results of the Comparison
Type of Match Conditions
Partial match The characters typed so far follow the pattern but
there are not yet enough characters for a pending or complete match.
Pending match • The pattern has no . (dot) but does have the T
timer. Th ere is a perfect match.
• The pattern has a . (dot) and the T timer. The minimum requirements are met.
Complete match • The pattern has no . (dot) and no T timer.
There is a perfect match.
• The pattern has a . (dot) but does not have the T timer. The minimum requirements are met.
No match The characters typed do not match the patterns
for any dial plan.
Result if You Press
Enter or Dial
The default account is selected. No transformation is performed.
This pattern's account is selected and the transformation is performed.
This pattern's account is selected and the associated transformation is performed.
The default account is selected and no transformation is performed.
Result if You Stop Typing
If you stop typing for the long timer length (20 seconds), then the default account is selected. No transformation is performed on the characters typed so far.
If the T timer expires, this pattern's account is selected and the transformation is performed.
This pattern's account is selected and the associated transformation is performed.
Nothing happens even after the T timer and long timer have expired.
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D.2 Examples
Example 1
\a\a.T|xxxxxxx.T;match=2;pre="9"
This simple example shows how to differentiate between a PSTN number and a softphone address, and how to add a “9” dialing prefix only to the PSTN number.
Example 2
3xxT|1xxxxxxxxxx|[2-9]xxxxxxxxx|+x.T;match=2;pre="9"; match=3;pre="91";match=4;prestrip=1;pre="9011"
3xxT The first pattern is any three-digit number beginning with 3. No transformation. The
1xxxxxxxxxx The second pattern is any eleven-digit number beginning with 1. Prefix with 9 and dial as is.
[2-9]xxxxxxxxx The third pattern is any ten-digit number beginning with a number other than 1. The
+x.T; The fourth pattern is a number of any length that begins with +, to indicate an international
match=2;pre="9"; For the second pattern, prefix 9 to access an outside line. match=3;pre="91"; For the third pattern, prefix 9 and 1 to access an outside line and enter the long-distance code. match=4;prestrip=1;pre="9011" For the fourth pattern, remove the + and prefix 9011 to access an outside line and enter the
assumption is that this is an internal extension. The timer forces Bria to wait aft er det ec ting a three-digit number beginning with 3, in case you are actually dialing a local call starting with
3.
The assumption is that this is a long-distance PSTN call within North America (within North America, all long-distance calls start with 1).
assumption is that this is a local PSTN call within a ten-digit dialing zone.
PSTN call from North America. Delete the +, prefix with 9011 (011 is the number to access an international line from North America).
international code.
Example 3
#1xxxxxxxT|#19xxxxxxx|xxxxxxxT|9xxxxxxx|;match=1;prestrip=2;pre=9;match=2; prestrip=2;match=3;pre=9;
#1xxxxxxxT The pattern is an account prefix followed by seven digits. The timer forces Bria to wait to
#19xxxxxxx The pattern is an account prefix followed by a 9 and seven digits. The #1 is stripped off. xxxxxxxT The pattern is seven digits. The timer forces Bria to wait to allow matching to the fourth
9xxxxxxx The pattern is a 9 and seven digits. The input is not transformed.
allow a match to the second pattern. The #1 is stripped off and 9 is prepended to access an outside line.
pattern. 9 is prepended to access an outside line.
This example assumes that the dial plan belongs to the first account. The dial plan is slightly trivial, because it do es not cover al l the situations that a dial p lan should be designed for
(local calls, long-distance calls, international calls, and so on for the locale). However, the example does illustrate two ideas:
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