CounterPath Bria Professional 2.4 User Manual

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Bria Professional 2.4 for Windows
User Guide
www.counterpath.com
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
© July 2008 CounterPath Corporation. All rights reserv ed. Windows is a registered trademark of Microsoft Corporation in the United States and other countries. 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.
CounterPath and the logo are trademarks of CounterPath Corporation.
The content of this publication is intended to demonstrate typical uses and capabilities of the CounterPath Bria Professional 2.4 softphone application from CounterPath Corporation. Users of this material must determine for themselves whether the information contained herein applies to a particular IP-based networking system.
CounterPath makes no warranty regarding the content of this docu ment, including—but not limit ed to—implied warranties of fitness for any particular purpose.
In no case will CounterPath or persons invo lved in th e pr oduct ion of th is do cumente d ma teria l be lia ble for any incidental, indirect or otherwise consequential damage or loss that may result after the use of this publication.
This manual corresponds to Bria Professional version 2.4.
Revision 1
Content s
Introduction...................................................................................................................................1
Installation and Setup....................................................................................................................3
Getting Ready .........................................................................................................................3
Starting Bria Professional.......................................................................................................4
Configuring Bria Professional ................................................................................................4
Setting up a Contact List.........................................................................................................5
Using Bria Professional ................................................................................................................7
Starting Bria Professional.......................................................................................................7
Shutting Down........................................................................................................................7
The Onscreen Softphone.........................................................................................................8
Placing a Call..........................................................................................................................12
Handling an Incoming Call.....................................................................................................16
Handling an Established Call..................................................................................................17
Transfering a Call ...................................................................................................................18
Video.......................................................................................................................................20
Voicemail................................................................................................................................21
Conference Calls.....................................................................................................................22
Instant Messaging ...................................................................................................................26
Sending and Receiving Files...................................................................................................31
Email.......................................................................................................................................33
Using the Address Book ...............................................................................................................35
Contacts Tab ...........................................................................................................................35
History Tab .............................................................................................................................41
Availability .............................................................................................................................42
Privacy ....................................................................................................................................47
LDAP Directory Tab ..............................................................................................................49
Configuring Bria Professional ......................................................................................................51
Configuring your Profile.........................................................................................................51
Configuring Preferences .........................................................................................................52
Configuring Accounts.............................................................................................................62
A Application Hot Keys ...............................................................................................................63
B Contact List Headings...............................................................................................................64
C Location of Files .......................................................................................................................65
D Other Ways to Run Bria Professional.......................................................................................66
E Glossary.....................................................................................................................................67
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1 Introduction

Bria Professional is CounterPath’s softphone designed specifically for business an d enterprise u sers. It includ es the features that are standard to Bria—the ability to make VoIP phone calls, to send and receive instant messages (IM), to share presence (availability) information, and to exchange files. Bria Professional adds to those features the ability to auto-answer incoming calls and support for LDAP.
A system administrator in an enterprise can provision the application remotely (with or without DHCP), and automatically install the .msi package across an enterprise.
instant messaging ( The CounterPath Bria Professional has all standard enterprise telephone features, including:
Call display and Message Waiting Indicator (MWI).
Speakerphone and Mute.
Redial, Hold, Do Not Disturb.
Call history – list of received, missed, and dialed calls.
Call transfer.
Call record.
Auto answer.
Six-party audio conferencing.
Three-party video conferencing.
Standard Telephone Features
Enhanced Features and Functions
The CounterPath Bria Professional also supports the following features and functions:
IM and presence using the SIMPLE protocol or the XMPP protocol.
IM conferencing (Group Chat) via an XMPP account.
Managed contact list – importing and exporting contacts between Bria Professional and other applications.
File transfer via an XMPP account.
File transfer via content indirection (by sending the files to a file transfer server for “pick up ” by the othe r
party).
Support for LDAP.
Automatic detection and configuration of audio and vid eo dev ices.
Acoustic echo cancellation, automatic gain control, voice activity detection.
Support for the following audio codecs:
AMR Wideband (G.722.2), Broadvoice-32, Broadvoice-32 FEC, DVI4, DVI4 Wideband, G.711aLaw,
G.711u Law, G.723, G.726, G.729, GSM, iLBC, L16 PCM Wide band , Speex , Speex FEC, Speex Wideband,
Speex Wideband FEC.
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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 Professional switches the codec within a call in response to changing network
conditions.
SIP 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
STUN and ICE NAT traversal. XTunnels for firewall traversal.
Support for DTMF (RFC 2833, inband DTMF or SIP INFO messages).
Support for languages.
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2 Installation and Setup

2.1 Getting Ready

Multimedia Device Requirements
Bria Professional 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.
Optimized Devices
Bria Professional is optimized to work with the following:
Actiontec Internet Phone Wizard
GN Netcom GN 8120 USB and GN Netcom 8110 USBXP
Plantronics CS50-USB Wireless Office Headset System
Polycom® Communicator C100S Wideband USB Speakerphone
TigerJet RJ11 to USB Phone Adaptor (incorporating the Tiger560C)
TigerJet USB Phone Set (incorporating the Tiger560C)
Yealink USB-P1K USB hand phone
Video Cameras
Calls made with Bria Professional will work without a v ideo camera, but one is necessary to all ow other p arties to see your image. Bria Professional will work with most USB video cameras.
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2.2 Starting Bria Professional

If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Either the Login window or the softphone itself appears. If
the login window appears, enter the credentials provided by your system administrator.

2.3 Configuring Bria Professional

Read this section if your system administrator advises you that you must ei ther configure Bria Professional or complete the configuration.
(If your administrator advises you that configuration is already done, go to “Setting up a Contact List” on page 5.)
1. Choose File > Account Settings.
2. Create or modify accounts as instructed by your administrator. See the following pages for details. When
done, return to the Accoun t Settings wind ow and click Apply to register t he accounts . Click Close when the
Status column is “Ready”.
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2.4 Setting up a Contact List

Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files. You can set up contacts in several ways:
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 17.
You can add addresses to the Contact list one by one. See “Adding a Contact” on page 36.
You can import a contact list from a file or from another application. See “Importing Contacts” on page 38.
You can create a contact from an entry in the LDAP directory; see “LDAP Directory Tab” on page 49. For general information on contacts, see “Contacts Tab” on page 35.
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3 Using Bria Professional

3.1 Starting Bria Professional

If Bria Professional is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria Professional appears.
Receiving a Presence Request
If availability is enabled, then at any time you may get a Presence Request dialog box. For information on this request, see “Availability” on page 42.

3.2 Shutting Down

To shut down Bria Professional, click File > Exit, or press Ctrl+Q. Note that clicking the Close button (X) on the softphone minimizes Bria Professional to the system tray; it does not exit.
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Call panel. See page 12.
Bria Professional menu. See below.
Address Book panel. See page 35.

3.3 The Onscreen Softphone

The Bria Professional Menu
File
My Profile. See page 51.
Preferences. These settings control the way that you work with Bria Professional and apply to all accounts.
See page 52.
Account Settings. You will work with these settings only if advised to do so by your system administrator.
See “Configuring Bria Professional” on page 4.
Sign Out. To log off and minimize Bria Professional to the system tray. If you click the Bria Professional
icon in the status bar, the Login screen appears.This menu item does not appear if you have configured Bria
Professional for no login (page 61).
Exit. To shut down Bria Professional. You can also exit by pressing Ctrl+Q.
View
Change the GUI. See “Showing and Hiding Parts of the Softphone” on page 10.
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Contacts
Lets you work with contacts. Everything in this menu except for import and export can also be performed directly in the Address Book panel.
For information on these actions, including import and export, see page 35. For information on managing blocked contacts, see “Privacy” on page 47.
Actions
Lists the actions that you can perform, depending on the current “state” of Bria Professional. For example, if a contact is selected, it lists all the actions that can be performed on that contact.
If your enterprise has configured Bria Professional to display a Workgroup, you can view the Workgroup from the Actions menu.
Help
Provides access to various service-related features.
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Show/hide Video panel
Show/hide Dial pad
Display as Deskbar. See page 10
Close Call panel (only Call entry field will remain). Click again to open.
Show/hide Address Book
Move Address Book to a separate window
Drag to resize
Restore to large view
Close to System Tray
Deskbar
Showing and Hiding Parts of the Softphone
You can still receive calls when Bria Professional is hidden or minimized. If you exit when Bria Professional is minimized or in Deskbar mode; Bria Professional will start next time as
minimized or in Deskbar mode.
The Deskbar
To display the softphone as a deskbar, click the Deskbar button.
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Deskbar button
Your availability
Switches between Call button and End button
Menu changes depending on whether there is an entry in the entry field
Entry field
Restore to main window
Missed calls
The Deskbar provides a compact GUI for performing many Bria Professional actions. It is assumed that you will work in this mode after you are quite familiar with Bria Professional and its features.
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Redial
Call entry field
Click a button to place the call. If the Video panel was open, a Video Call button would also appear here.
Current Calls bar Call toolbar
Other calls are on hold
Filter
Open/close Video panel

3.4 Placing a Call

You can contact someone using:
A softphone address (for example, kpereira@domainA.com)
A traditional phone number. You can place a call when another call is already in progress. There is no limit to the number of calls you can
make, although eventually the quality of audio and video will degrade because of limitations on the computer. We recommend no more than six concurrent calls.
1. If you have a camera on your computer, decide how you want to handle video for this call:
The Video panel must be open if you want to send your video immediately. When the Video panel is
2. Place the call. See the table below.
opened, the Video button appears on the Call panel. (You always have the option of starting the call without video and then adding it later).
The Video panel can be opened or closed if you do not want to send video.
The new call is added to the Current Calls bar. You will hear a ringing tone while Bria Professional attempts
to make a connection.
3. Once the new call is established, switch between different calls by clicking the tab in the Current Calls bar.
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How From the... Description
Keying Dialpad or computer
keyboard
Drag-and-drop contact or previous call
Right-click a contact or previous call
Contacts or History tab in the Address Book panel
Contacts or History tab in the Address Book panel
Double-click a contact Contacts in the Address Book
panel
1. If another call is currently in progress, click on the Call toolbar. A new Call Entry area appears. The current call is put on hold.
2. Enter the softphone address or number in the Call entry field using the dialpad or the computer keyboard.
For the name, you can enter the entire softphone address (kpereira@domain.com) or just the name (kpereira).
As you type, a suggestion for completing the entry may appear. Choose the suggestion or keep typing.
3. To make an audio call, click the green Call button or press Enter. Even if the Video panel is open, an audio call will be placed.
4. Or to make a video call, open the Video panel and press Video Call.
Drag an entry from the Contacts or History tab. The call is placed immediately . (I f the t ab contains lots of contacts, first use the field
to filter the list.)
• If the video panel is closed, an audio call is placed.
• If the video panel is open, a video call is placed and your video will
be sent as soon as the other party answers.
Right-click an entry from the Contacts or History tab and choose Call or Video Call. The call is placed immediately.
(If the tab contains lots of entries, first use the field to filter the list.)
Contacts have a “double-click” action that either makes a phone call or starts an IM. Each contact can be configured separately for this action. See Tab le1 on page 36.
Double-click a previous call
History tab in the Address Book panel
Double-click an entry. The call is placed.
Redial Redial button Click Options and choose Redial. Or click the Redial button.
The call is placed immediately (without video, even if the Video panel is open).
Right-click an LDAP entry
Directory tab in the Address Book panel
If you have set up an LDAP directory (page 59), right-click an entry from the Directory tab and choose Call or V ideo Call. The call is placed immediately.
(If the tab contains lots of entries, first use the field to filter the list.)
From Outlook If you have set up contacts in Microsoft® Outlook®, you can place a
call to a PSTN number (but not a softphone address).
1. Double-click the contact in the contact list in Outlook. The Contact dialog box appears.
2. Click the in the top left corner and select the phone number to dial. As soon as you release, Bria Professional will be brought to the
front (or will be started) and the call will be placed.
If you cannot make a call from Outlook, speak to your system administrator; the account dial plans may need to be revised.
For information on how Bria Professional and Outlook contacts work together, see “Exporting Contacts” on page 39.
Dialing Dial pad 1. If the dialpad is not visible, click the Show/Hide Dialpad button.
2. Click the numbers on the dialpad to enter the phone number.
3. Click the green Call button or press Enter.
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Start another Call button
Placing another Call
To place a new call (without hanging up on the current call), click the Start another Call button. In the Current Calls bar, a tab appears for each separate call.
Hiding your Identity
You can hide your identity on a call, so that the other person will not see your ID on their phone.
Click Options > Hide my Number for this Call. appears on the Call control bar for this call. Place t he ca ll in the usual way.
Your identity is hidden only for this call.
Which Account Is Used?
When placing an outgoing call, you can explicitly speci fy the acco unt to use for that call. Click the Account Selection menu and select the desired account.
Once the call is placed, this menu always reverts back to “Auto”.
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If You Do not Select an Account – Auto Account
If you have more than one account enabled and if you do not select the account, Bria Professional selects the account to use to place the call as follows:
If a dial plan exists for any account, Bria Professional runs through the di al pl ans to determine if the dialed number matches any of these plans. If a match is found, the account that the dial plan belongs to is used. Your system administrator will have already set up suitable dial plans.
If there is no match on any dial plans or if no dial plans are defined, then the default account is used. The default account is the account listed first in the Account Settings window (page 62).
Encryption
The outgoing call may be encrypted, depending on your security setti ngs.
If an encrypted call is established, the encryption icon ( ) appears on the call display. This icon indicates that the call is guaranteed to be secure between you and your proxy, and may or may not be secure beyond that first hop.
If an unencrypted call is established, no encryption icon appears.
If the call cannot be established with the specified security, the call will fail.
Ending a Call
Click End on the Call panel. Details of the call remain on the call display. To clear the details of the call from the display, click Clear.
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3.5 Handling an Incoming Call

Bria Professional must be running to answer incoming calls. (If Bria Professional is not running, incoming calls may be directed to voicemail; check with your system administrator.)
Bria Professional rings and information about the incoming call appears in the Call entry field. In addition, th e Call Ale rt bo x appears, even if Bria Professional is minimized. For information on call alerts, see “Preferences – Alerts & Sounds” on page 53.
The softphone address of the person calling you is displayed. The display name may also appear.
Action From the... Description
Answer Call panel or Call Alert box Click Answer.
If you are on another call, that first call is automatically put on hold. You are now talking to the new caller.
Or press Enter (on the keyboard), if Bria Professional is the active application.
Decline Call panel or Call Alert box Click Decline. There will be a busy signal. In some networks, the call will be
directed to voicemail (if you have this service).
Permanently block the caller
Answer with IM Options menu Click Options and choose Answer with Instant Message. The phone call is
Options menu Click the Options button and choose Block this person.
declined, and instead an Instant Message window appears. Type the message and click Send. (Or close the window if you change your mind.)
Ending a Call
Click End on the Call panel. Details of the call remain on the call display. To clear the call display, click Clear.
Auto Answer
T o turn auto answer off and on, in the Call panel click Options > Auto Answer. The AA icon appears in the call display.
Auto answer is initially configured to auto-answer after one ring, and to send only your audio when the call is established. You can change this configuration; see “Preferences – Advanced” on page 61.
Auto answer is automatically turned off when you shut down or log off.
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Show/hide video panel. See page 20
Speakerphone (this button only appears if your computer has a speakerphone)
Hold
Mute
Volume control
You can do any of these even with the call in progress. Many of these actions are also buttons on the Call toolbar.
Quick transfer. See page 18
Place another call (this one will automatically be put on hold). See page 14
Conference call. See page 22
Record on/off
Add the current caller as a contact. See “Adding a Contact using an Existing Address” on page 37.

3.6 Handling an Established Call

While the call is in progress you can:
Control the audio: use the speakerphone, mute the call, control volume.
Record the call.
Put the call on hold.
Add the caller as a contact.
Transfer the call. See the next page.
Add video. Pause and resume video when video is already present. See “Video” on page 20
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Quick Transfer

3.7 Transfering a Call

Quick Transfer
You can set up a list of phone numbers that calls can be transferred to. Then during a call, you can transfer to any of these numbers by selecting from a list.
To set up the n umbers:
1. Click File > Preferences from the menu. Display the Transfer panel.
2. Enter as many numbers as you want. To enter a new number, click in an empty line. To remove an entry, click in the line and delete the number.
Set one of the numbers as the default and click OK.
To transfer a call, click the arrow on the Transfer button and click the number to transfer to. As soon as the transfer is made (the other phone starts ringing), the call is disconnected at your end.
Basic (Unattended) Transfer – Transfer this Call
You can transfer a call to any number, then hang up as soon as you have entered the number.
1. Click Options > Transfer this Call. The call display prompts for the number to transfer to.
2. Call the target (the person you are transfering the call to) by keying the number.
3. Click Transfer; the message Transfer Successful appears. Or click Cancel to continue the current call.
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