Cox Business UC App for iPhone User Manual

UC App for iPhone
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Table of Contents
Table of Contents ............................................................................................................ i
About the UC App for iPhone.......................................................................................... 1
Get Started ...................................................................................................................... 2
Install the UC A............................................................................................................ 2
Activate Unified Communications for IP Centrex Professional Seats ................... 2
Sign In .......................................................................................................................... 6
Reset Your Password ................................................................................................. 7
Unify Tabs ....................................................................................................................... 8
Contacts Tab ............................................................................................................... 9
Add Contacts ........................................................................................................ 10
Add Conference .................................................................................................... 11
Add iPhone Contact ............................................................................................. 11
Edit Contacts ........................................................................................................ 11
Contact Card ......................................................................................................... 12
Filters ..................................................................................................................... 12
Sort and Display Order ........................................................................................ 13
iPhone Contacts ................................................................................................... 13
Search .................................................................................................................... 13
Call Tab ...................................................................................................................... 14
Conference Call ......................................................................................................... 15
Initiate Conference Call ........................................................................................ 15
Chat Tab ..................................................................................................................... 18
Start Group Chat ................................................................................................... 20
Call History Tab ......................................................................................................... 21
Main Menu .................................................................................................................... 22
My Status ................................................................................................................... 23
Set Avatar and Status .......................................................................................... 23
Status Message .................................................................................................... 25
Availability ............................................................................................................. 25
Instant Messaging ........................................................................................................ 26
Start a Chat ........................................................................................................... 27
Group Chat ............................................................................................................ 28
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Audio Calls ................................................................................................................... 29
VoIP Calling Mode ................................................................................................ 29
Mobile calls use the carrier’s circuit-switched network. Mobile calls leverage Anywhere or Mobility to present the business identity of the user. For more
information, see section Message Waiting Indicator ............................................ 29
Checking Voice Mail ............................................................................................. 29
Make Calls ................................................................................................................. 31
Answer Call ............................................................................................................... 31
CallKit ......................................................................................................................... 32
Answer Incoming VoIP Call on Locked Screen ................................................. 32
Answer Incoming VoIP Call on Unlocked Screen .............................................. 33
Receive Second Incoming Call (Call Waiting) .................................................... 33
Integration with Native Contacts and Call History ............................................ 33
In Call Actions .............................................................................................................. 35
Missed Calls and New Messages ............................................................................ 35
Setting Up Voice Mail ........................................................................................... 36
Message Waiting Indicator ....................................................................................... 36
Checking Voice Mail ............................................................................................. 36
Business Line Call Through..................................................................................... 36
Mid-Call Controls for Circuit-switched Business Calls ......................................... 36
Contact Name Lookup for Incoming Calls and Call Logs ..................................... 37
Call Waiting ............................................................................................................... 37
New Call ..................................................................................................................... 37
Call Transfer .............................................................................................................. 38
Conference Call ......................................................................................................... 39
Initiate Conference Call ........................................................................................ 39
Call Pull ...................................................................................................................... 40
Call Park ..................................................................................................................... 41
Bluetooth Support .................................................................................................... 41
Call Settings and Preferences .................................................................................... 43
My Status ................................................................................................................... 44
Call Settings .............................................................................................................. 45
Block My Caller ID ................................................................................................ 46
Dialing Service ...................................................................................................... 47
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iPhone Number ..................................................................................................... 48
Call Forwarding .................................................................................................... 49
Do Not Disturb ...................................................................................................... 51
Simultaneous Ring ............................................................................................... 52
Anywhere .............................................................................................................. 54
Remote Office ....................................................................................................... 55
Preferences .................................................................................................................. 56
About .......................................................................................................................... 57
Help Page ................................................................................................................... 57
Sign Out ..................................................................................................................... 57
The UC App and iPhone Setting ................................................................................ 59
Push Notifications ....................................................................................................... 60
Push Notifications for Incoming Calls .................................................................... 60
Push Notifications for Chat Messages .................................................................... 60
Multi Device Support ................................................................................................... 61
Message History and Message Read Status Synchronization ............................. 61
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About the UC Apps for iPhone
The UC Apps for iPhone provides the following communication features:
Voice Calling (Circuit Switched)
Voice Calling through Data Connection (VoIP)
Voice Calling (Call-Through) using the mobile phone line
Instant Messaging and Presence (IM&P)
Call Settings
Important: UC Apps operate with lines, seats, and other voice features
which may vary among customers. In rare cases, customers may gain access to features and interactions which are not fully recommended for use with UC Apps.
About
UC App for Android Mobile User Guide 1
Get Started
Get Started
This section covers the following topics:
How to install the UC Apps
How to sign in to the UC Apps
How to reset your password for the UC Apps
Install the UC Apps
The iPhone UC client can be downloaded from the Apple App Store. Use the following steps to download the UC Apps for iPhone Mobile app.
1. Open the Apple App Store on your iPhone.
2. In the Search field, enter Cox Business Unified Communications
3. Press the Install button.
4. Follow the prompts to download.
5. Press the Accept button and Agree and Continue button on the License Agreement
screens.
Activate Unified Communications for IP Centrex Professional Seats
To use the Unified Communications (UC) features with your IP Centrex Professional Seat, you must first activate UC through the MyAccount Portal.
Use the following steps to activate UC for your assigned IP Centrex seat:
1. Log in to the MyAccount Portal. Result: The MyAccount Portal Home page opens.
UC App for iPhone Mobile User Guide 2
Figure 1. MyAccount Portal Home Page
Get Started
2. On the MyAccount Portal Home page, scroll down to the My Services section and click the Activate Unified Communications icon. See Figure 1. Result: The Activate Unified Communications window opens. See Figure 2.
Alternatively, you can access the Activate Unified Communications window by performing the following steps:
a. Click the Voice Settings dropdown menu and select VoiceManager Tools. See
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b. On the VoiceManager Tools Home page, click the User & System
Management tab.
c. Click the Activate Unified Communications link in the User Management
section. Result: The Activate Unified Communications window opens.
UC App for iPhone Mobile User Guide 3
Figure 2. Activate Unified Communications Window
Note: Profile Owners and Profile Administrators can view and activate UC for
any IP Centrex Professional Seat on the account. End users can only activate UC for the IP Centrex Professional Seat assigned to them.
3. Click the checkbox to the left of the name associated with the IP Centrex Professional Seat you want to activate.
Get Started
4. Click the Save button to save your changes. Result: The status changes from UC Not Activated to Pending. See Figure 3.
Refreshing the page after approximately 30 seconds updates to the status to UC Activated.
UC App for iPhone Mobile User Guide 4
Figure 3. Activation Status – Pending
Get Started
UC App for iPhone Mobile User Guide 5
Get Started
Sign In
When you first launch the application, you are prompted to sign in with your username and password.
Figure 4. Sign in screen
1. Enter your MyAccount user name and password.
2. Tap the Forgot password link to reset your password.
3. Tap the Show Password box to see the password as you enter it in the field.
4. Tap the Remember Password box to avoid re-entering it upon subsequent launches.
5. Tap the Sign In button.
Result: The Chat window appears.
Note: Once you are signed in, the UC App does not prompt you again for
the username and password until you sign out. The login is preserved even if the UC App is terminated or the device is restarted.
UC App for iPhone Mobile User Guide 6
Get Started
Reset Your Password
If you forget your password, follow the steps below to reset. If you forget your User ID, contact Cox Technical Support.
1. Go to www.myaccount.coxbusiness.com.
2. Enter your User ID if the field is not pre-populated.
3. Click the Forgot Password link.
Figure 5. MyAccount – Forgot Password
4. Enter your email address.
5. Click the Reset Password button.
UC App for iPhone Mobile User Guide 7
The UC App Tabs
Figure 6. Contacts Tab
The main view contains several tabs (located on the lower bar) that present information about the contacts and communications options.
The UC App Tabs
There are four “tabs” on the default page in the UC App (as are shown by the icons in the
bottom toolbar). They are: Contacts, Call, Chat, and History. This section provides an
overview of each tab and provides instructions on how to use functionalities, where applicable.
When you start the UC App for the first time, an empty Contacts tab displays. You can use the Search field to find people and add them to your Contacts list; or, if you have contacts in Outlook, a message may appear asking if you want the UC App to access your contacts (Figure 7). If you tap OK, the contacts will load automatically. If you tap Do
Not Allow, you will need to add contacts manually.
Figure 7. Access Contacts dialog
UC App for iPhone Mobile User Guide 8
Contacts Tab
Figure 8. Contacts
Your list of Contacts can be categorized as “presence-enabled” and “non-presence-enabled.”
Any contact can be marked as a favorite and it appears at the top of the Contacts list in the Favorites section.
Presence-enabled contacts are users with an
Extensible Messaging and Presence Protocol
from other systems such as Google Talk. Non­presence-enabled contacts can be phone numbers or conference numbers.
from the Desktop or Tablet devices. The contacts groups cannot be created or edited from the iPhone client.
The Contacts tab contains a list of all your associates. From this tab, you can:
Add contacts
Search for contacts
Filter contacts displayed in the list
Access contact information
(XMPP) address. These can be the UC App users or users
The UC App Tabs
The iPhone UC App shows contact groups created
UC App for iPhone Mobile User Guide 9
The UC App Tabs
Note: If you receive a contact request invitation, you can ignore or accept it. If
you ignore the contact request, you can always share your presence information later by selecting Subscribe from the contact card. Note that the contact must accept your subscription request for you to establish the presence relationship successfully.
Add Contacts
As was stated in the previous section, when you sign in to the UC App for the first time, there are no contacts in your Contacts list. There are two ways to add new contacts:
Tap the Add Contact icon in the top navigation bar.
Use the directory search option from the Contacts tab.
Figure 9. Add Contact option and Add Contact details screen
Use the following steps to add a new contact.
1. Use one of the two methods shown above to access the Add Contact dialog.
2. Tap the field names you wish to populate and enter values for each.
3. Tap the Done link. By default, your presence information is always shared with a new contact if an XMPP address is provided.
UC App for iPhone Mobile User Guide 10
The UC App Tabs
Figure 10. Edit Contacts
Edit opens the Contact Information dialog box where you can add, edit, or remove information.
1. Tap any of the fields and make the necessary changes. When you have finished, tap the Done link.
2. (Optional): Tap Unsubscribe to remove the presence relationship between you and that contact. This
means you do not see the contact’s
presence information and your contact does not see yours. Select Subscribe to re-establish the presence relationship. An unsubscribed contact remains on your Contacts list and is always shown as “offline.
3. (Optional): Tap Remove to delete the contact from your Contacts list.
Add Conference
You may need to add a Conference to access recurring meetings quicker and easier. Use the following steps to add a Conference.
1. Select Add Conference from the same plus icon in the navigation bar. See Figure 9.
2. Tap the fields you want to populate and enter the necessary values. (Note: You can also add a conference number from directory search.)
3. Tap the Done link.
Add iPhone Contact
Use the following steps to add an iPhone contact.
1. Tap the Add Contact icon in the top navigation bar.
2. Tap the Add iPhone Contact. Result: The native Address Book appears.
3. Follow the prompts to add a new contact from your local iPhone address book.
Edit Contacts
UC App for iPhone Mobile User Guide 11
The UC App Tabs
Contact Card
The contact card displays information about a contact based on the type of the contact. This includes UC contacts, Local address book contacts, and contacts from directory search results.
You can initiate a call or chat session directly from the contact card. If the contact has an associated email address, you can send an email to the person when you launch the email client on your iPhone.
Filters
The following filters are available from the Contacts filter menu:
All – Shows all presence-enabled and non-presence-enabled contacts.
Online – Shows only the presence-enabled contacts that are currently online.
iPhone Contacts – Shows the contacts from your local phone book.
Directory – Shows the contacts from a company directory (which requires a search).
Figure 11. Contact filter menu
Follow the steps below to view contacts in a specific category.
1. From the Contacts tab, tap the down arrow to the right of the UC App label in the top bar.
2. Tap the type of contact you want to view. Result: A checkmark will appear at the right of the contact type and a list of contacts for the selected category will appear.
UC App for iPhone Mobile User Guide 12
Sort and Display Order
If you’re using…
Use this navigation path to sort contacts…
iOS 9 and lower
Settings > Mail, Contacts, Calendars > Contacts
iOS 10
Settings > Contacts
iOS 11
Settings > Mail
Display Order
Displays First name or Last name first
Sort Order
Sorts by First name or Last name
Short Name
Displays the format of the name that is used in chat lists
Note: Short names are not supported on iOS 8. On iOS 8, the application will always use the full names for display in such lists.
The sort and display order for contacts is based on phone settings:
The table below describes three ways in which a contact can be sorted.
The UC App Tabs
iPhone Contacts
iPhone contacts are ordered in groups by the first letter of their display name. There is no further ordering within the group.
Search
The UC App supports searches in the UC App Contacts and Contact Directories (in a separate input field) in the Contacts tab. The results of the search are defined by the type of search filter you select (All, Online, iPhone Contacts or Directory). See Filters for more information.
In addition to results from the company directory, the search is also performed in other search sources, such as:
User’s Personal Phone List
Group’s Common Phone List
Company’s Common Phone List
An enhanced search is applied to both the UC App Contacts and Contact Directories when the search is initiated by a user or when an incoming call is received. (Note: The application performs a search for the display name that corresponds to the caller’s number.)
UC App for iPhone Mobile User Guide 13
The UC App Tabs
Call Tab
The Call tab enables you to dial a number and place a call, pull a call and retrieve a call.
UC App for iPhone Mobile User Guide 14
Figure 12. Call tab
Use the following steps to place a call from the Call tab.
1. Tap the Call tab to open the dial pad and enter your phone number.
2. There are two icons below the dial pad: call
and call menu .
1. Tap to place the call after you enter the phone number.
Tap to “pull” a call or retrieve a call from another telephone line. See
Conference Call
A Conference Call is a telephone call that enables multiple people to speak to each other at the same time.
Note: A conference call with more than
three people is known as “N-way Calling.”
1. Initiate a call using one of the methods described in the Make Calls section of this user guide.
2. When the call becomes active, tap the menu icon in the lower right corner of the dial window. Result: A sub-menu appears.
3. Tap the Conference option. Result: A new screen appears on your phone.
4. Tap the Add Participant icon . See Figure 27.
Figure 13. Initiate a Conference Call
The UC App Tabs
Initiate Conference Call
Use the following steps to initiateor add membersto a conference call on the UC App for iPhone.
UC App for iPhone Mobile User Guide 15
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