CounterPath X-Lite 4 User Manual

X-Lite 4 for Mac
User Guide
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
© August 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 X-Lite 4 for Mac softphone application from CounterPath Corporation. Users of this material must determine for themselves whether the information contained herein applies to a particular IP-based networking system. CounterPath makes no warranty regarding the content of this document, including—but not limited to—implied warranties of fitness for any particular purpose. In no case will Cou nterPath or persons invo lved in the production of this documented material be liable for any incidental, indirect or otherwise consequential damage or loss that may result after the use of this publication.
CounterPath and the logo are trademarks of CounterPath Corporation. Mac, Mac OS, QuickTime and iSight are registered trademarks of Apple Inc., registered in the U.S. and other
countries
This manual corresponds to X-Lite 4 for Mac version 4.1.
Revision 2
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Contents
Introduction...................................................................................................................................1
Installation and Setup....................................................................................................................3
Getting Ready .........................................................................................................................3
Configuring X-Lite 4 ..............................................................................................................4
Troubleshooting......................................................................................................................5
Checking for X-Lite 4 Updates...............................................................................................5
Using X-Lite 4 ..............................................................................................................................7
The Onscreen Softphone.........................................................................................................7
Placing a Call..........................................................................................................................9
Handling an Incoming Call.....................................................................................................11
Handling an Established Call..................................................................................................12
Handling Video Calls..............................................................................................................13
Voicemail................................................................................................................................14
Instant Messaging ...................................................................................................................15
Using the Resources......................................................................................................................17
Contacts Tab ...........................................................................................................................17
History Tab .............................................................................................................................20
Sharing Online Status .............................................................................................................21
Configuring X-Lite 4 ....................................................................................................................25
Configuring your Account......................................................................................................25
General Preferences................................................................................................................34
A Troubleshooting........................................................................................................................43
B Dial Plan....................................................................................................................................47
C Location of Data Files...............................................................................................................51
D Glossary ....................................................................................................................................52
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1 Introduction

Standard Telephone Features
The CounterPath X-Lite 4 for Mac softphone has all standard telephone features, including:
Call display and Message Waiting Indicator (MWI).
Speakerphone and Mute.
Redial, Hold.
Call history – list of received, missed, and dialed calls.
Enhanced Features and Functions
X-Lite 4 also supports the following features and functions:
•Video
IM and presence using the SIMPLE protocol.
Managed contact list.
Automatic detection and configuration of audio dev ic es.
Acoustic echo cancellation, automatic gain control, voice activity detection.
Support for the following audio codecs:
DVI4, DVI4 Wideband, G.711aLaw, G.711uLaw, GSM, iLBC, L16 PCM Wideband, Speex, Speex FEC,
Speex Wideband, Speex Wideband FEC.
Support for the following video codecs:
H.263, H.263+ 1998.
Automatic selection of the best codec based on the other party ’s capability, the available bandwidth, and
network conditions. X-Lite 4 switches the codec within a call in response to changing network conditions.
Compliance to 3261 SIP standard.
STUN and ICE NAT traversal.
Support for DTMF (RFC 2833, inband DTMF or SIP INFO messages).
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2 Installation and Setup

2.1 Getting Ready

Account Information
After choosing a VoIP service provider, you will need the following information:
User name and password
Authorization Name (if applicable)
•Domain
Firewall traversal and other network information; see “Confi guring X-Lite 4” on page 25.
System Requirements
Operating System: Mac OS 10.5 or above operating system software.
Connection: IP network connection (broadband, LAN, wi re less)
Multimedia Device Requirements
X-Lite 4 requires both speakers and a microphone to make calls. Any of the following configurations are acceptable:
External speakers and microphone
Built-in speakers and microphone
Dual-jack multimedia headset
USB multimedia headset
USB phone. X-Lite 4 is optimized to work with Apple iSight camera.
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2.2 Configuring X-Lite 4

Setting up your Account
After obtaining SIP account informa tion from yo ur VoIP service provider , yo u can set up your X-Lit e 4 account .
1. From the menu, choose X-Lite 4 Beta > Preferences. The Application - Preferences window appears.
2. Click on Accounts and 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:
General tab, Domain Proxy area.
Topology tab, if your computer is on a network and/or behind a firewall.
For more information, see “Configuring X-Lite 4” on page 25.
4. When done, click OK; the account is enabled and registered; check the account list to make sure the
account registers successfully.
Setting up for Voicemail
Your VoIP service provider may offer voicemail. If it does, then you can set up some voicemail features in X­Lite 4. See page 27.
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Setting up a Contact List
Typically, you will want to create contacts in order to easily make calls and send IMs. See page 18.

2.3 Troubleshooting

X-Lite 4 includes tools for helping you troubleshoot problems. From the menu, choose Help > Troubleshooting.
Audio tab: While you are on a phone call, you can test the quality of the audio. Note that to perform a valid
test, you should be on an established call (not a call attempt).
Video tab: You can verify that your camera is working.
Network tab: You can verify that you are successfully connected to the network.
Devices tab: You can verify that your microphone and speakers are working and can set the volume to a
comfortable level without having to actually place a phone call.
Diagnostics tab: If none of the other tabs help you solve your problem.

2.4 Checking for X-Lite 4 Updates

To check for updates to X-Lite 4, 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 Using X-Lite 4

Resources. See page 17
Call entry field See page 9.
Close window
Show/hide dial pad
Minimize to dock
Show/hide resources tabs
Resize softphone
Open/close video window
The Call button

3.1 The Onscreen Softphone

You can still receive calls when X-Lite is hidden or minimized.
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The X-Lite 4 Menu
The menu contains the following items that are specific to X-Lite 4:
X-Lite > Preferences. This menu item lets you configure X-Lite to work with your VoIP service and lets
you change the way you work with X-Lite. See page 25.
View. Change how X-Lite looks and show and hide specific modules.
Contacts. Lets you work with contacts. Everything in this menu can also be performed directly in the
contact list.
Action. Lists the actions that you can perform, depend ing on the current “state” of X-Lite. 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. See page 43.
Receiving an Online Status Request
When you start X-Lite, one of the first things you may see (if availability is enabled) is an Online Status Request dialog.
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X-Lite 4 for Mac User Guide
Call entry field
Click to place the call
Auto complete suggestions

3.2 Placing a Call

You can contact someone using:
A softphone address (for example, 6045550008@domain A.com or kperera@domainA.com).
A traditional phone number, if supported by your VoIP service provider. You can place one more call when another call is already in progress.
Place the call. See the table on the next page. The outgoing call opens in its own c all panel, below any other existing call panels. You will hear a ringing tone
while X-Lite attempts to make a connection.
How From the... Description
Keying Dialpad or computer
keyboard
Drag-and-drop contact or previous call
Control-click a contact or previous call
Redial Redial button • When the call entry field is empty, click the Call button.
Dialing Dial pad 1. If the dialpad is not visible, click the Show/Hide dialpad button.
Contacts or History tab Drag an entry from the Contacts or History tab. (If the tab contains lots
Contacts or History tab Control-click an entry from the Contacts or History tab and choose Call.
1. Enter the number or address in the call entry field using the dialpad or the computer keyboard.
If entering a softphone address, you can enter the entire address (6045550001@domainA.com or kperera@domainA.com) or just the name (6045550001 or kperera).
As you type, a suggestion for completing the entry may appear. Choose the suggestion or keep typing.
2. Click the Call button or press Enter.
of contacts, first search or filter the list.)
(If the tab contains lots of entries, first search or filter the list.)
• 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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Existing call
New outgoing call
Placing another Call
To place a new call (without hanging up on the current call), simply place the call in the normal way. A second call panel opens below the current call. The first 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 on hold.
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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X-Lite 4 for Mac User Guide

3.3 Handling an Incoming Call

X-Lite must be running to answer incoming calls. (If X-Lite is not running, incoming calls may be directed to voicemail; check with your VoIP service provider.)
As soon as an incoming call is rece ived, a ca ll panel appears, sh owing informa tion abou t the cal l. The name and phone number of the person calling you is displayed. In addition, the Call Alert box appears, even if X-Lite is minimized.
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.
Decline Call panel or Call Alert box Click Decline. There will be a busy signal. The call may be directed to
voicemail (if you have this service).
Video Call panel or Alert box The caller wants to include video.
Click to answer a video call and start sending your video immediately.
Audio Alert box The caller wants to include video.
Click to answer without video; if you want (and if you have a camera), you will be able to add video later.
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Audio controls
Mute
Send an IM to this person (this menu appears only if the user has an IM address).
Place another call (current call is automatically put on hold). See page 10
Show/hide dialpad
Open or close the video window. If you close it, X-Lite stops sending your video to the other party

3.4 Handling an Established Call

While the call is in progress you can:
Control the audio: use the speakerphone, mute the call, control volume.
Put the call on hold.
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3.5 Handling Video Calls

Call entry field
Click the down arrow and choose Video call
If you mostly make video calls, you can Option-click this down arrow to reveal the “Set Video Call as default action” menu item.
Placing a Video Call
How From the... Description
X-Lite 4 for Mac User Guide
Keying Dialpad or computer
Control-click a contact or previous call
Dialing Dial pad 1. If the dialpad is not visible, click the Show/Hide dialpad button.
keyboard
Contacts or History tab Control-click an entry from the Contacts or History tab and choose
1. Enter the number or address in the call entry field using the dialpad or the computer keyboard.
If entering a softphone address, you can enter the entire address (6045550001@domainA.com or kperera@domainA.com) or just the name (6045550001 or kperera).
As you type, a suggestion for completing the entry may appear. Choose the suggestion or keep typing.
2. Click the arrow beside the Call button and choose Video Call.
Video Call. (If the tab contains lots of entries, first search or filter the list.)
2. Click the numbers on the dialpad to enter the phone number.
3. Click the arrow beside the Call button and choose Video Call.
Adding Video
If you have a camera, you can click Start Video to add video to an existing call. When you add video, the other party may (or may not) start sending their video to you.
Other Party Adds Video
If the other party starts their video, the video panel automatically opens and the video is played. You can start sending your own video, if desired (and assuming you have a camera) by clicking Start Video.
Pausing and Resuming Video
Click Stop Video 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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Show/hide video window
Start and stop your video
Voicemail icon

3.6 Voicemail

If your service includes voicemail and you have set up voicemail options (page 27), then when you have voicemail messages, a number appears beside the voicemail ic on at t he top of the phone. You can click the icon to automatically connect to voicemail and listen to your messages.
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