Cox UC iPad App User Manual

UC App for iPad
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Table of Contents
Table of Contents
Get Started ........................................................................................................................ 2
Technical Specifications ............................................................................................... 2
Language Support ......................................................................................................... 2
Install the UC App .................................................................................................................... 2
Sign In ............................................................................................................................. 4
UC Tabs ......................................................................................................................... 6
Contacts Tab .................................................................................................................. 7
My Status ................................................................................................................... 8
Search ...................................................................................................................... 10
Call History Tab ........................................................................................................... 11
Chat Tab ....................................................................................................................... 12
Notes about the Chat Feature ................................................................................ 13
Group Chat .............................................................................................................. 13
Dial Pad Tab ................................................................................................................. 14
Settings Menu ................................................................................................................. 15
Settings Menu - Call Settings ..................................................................................... 16
Block My Caller ID ................................................................................................... 17
Dialing Service ........................................................................................................ 17
Forward - When Not Reachable ............................................................................. 18
Forward - When Busy ............................................................................................. 18
Forward - Always .................................................................................................... 19
Forward - When No Answer ................................................................................... 19
Do Not Disturb ......................................................................................................... 20
Simultaneous Ring .................................................................................................. 20
Remote Office .......................................................................................................... 22
Anywhere ................................................................................................................. 22
Settings Menu – Preferences ..................................................................................... 25
Language ................................................................................................................. 25
Remember Password .............................................................................................. 25
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Table of Contents
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Troubleshooting ...................................................................................................... 26
Settings Menu - Caller ID Lookup .............................................................................. 27
Settings Menu - Update 911 Location ........................................................................ 27
Settings Menu - About ................................................................................................ 27
Settings Menu - Help Page ......................................................................................... 27
Settings Menu - Sign Out ............................................................................................ 27
Contacts .......................................................................................................................... 28
Add Contact ................................................................................................................. 28
Manually Add Contact Information ........................................................................ 29
Add Conference Contact ............................................................................................ 30
Add iPhone Contact .................................................................................................... 31
Create Group ................................................................................................................ 33
Contact Card ................................................................................................................ 34
Availability .................................................................................................................... 37
Instant Messaging .......................................................................................................... 39
Outbound Calls ............................................................................................................... 41
Make Calls .................................................................................................................... 41
In Call Actions .............................................................................................................. 41
Swap and Merge Calls ............................................................................................ 42
Call Transfer ............................................................................................................ 42
Conference Call ....................................................................................................... 44
Missed Calls and New Messages ............................................................................... 46
Set up Voice Mail ..................................................................................................... 46
Check Voice Mailbox .............................................................................................. 46
Call Waiting .................................................................................................................. 46
Multi-Device Support ...................................................................................................... 48
Push Notifications for Calls ........................................................................................... 49
Other Features ................................................................................................................ 50
Firewalls and Network Address Translations ........................................................... 50
About the UC App for iPad
About the UC App for iPad
The UC App for iPad integrates your Apple device and Cox Business phone so that you can make calls as though you are in your office. You can also manage calling features of your office phone directly from your iPad.
The app requires the MyAccount login of an active VoiceManager line or IP Centrex seat, with Unified Communications, which is available from Cox Business.
The UC App provides the following communication features:
Voice Calling through Data Connection (VoIP)
Voice Calling (circuit switched)
Instant Messaging and Presence (IM&P)
Click-to-Dial for desk handset or remote office
Inbound, Outbound, and Emergency (911) calling
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.
UC App for iPad User Guide 1
Settings Menu
Get Started
This section contains helpful information for getting started and using the UC App on an iPad. First, make sure that the device meets the following technical specifications.
Technical Specifications
The UC App, as it relates to an Apple iPad, has been tested on:
iOS 8 or later
iPad 2 and newer
Language Support
The UC App client is available in English.
Install the UC App
Use the following instructions to download and install Cox Business UC App on your iPad.
Figure 1. UC App for iPad App download
1. From the Apple App Store search for Cox Business Unified Communications.”
2. Tap the download icon. See Figure 1.
3. Tap the Open button.
Result: You may receive a message “Unify Would Like to Send You Notifications.” If
so, tap the Allow button. See Figure 2. In addition, the Software End User License
Agreement (EULA) displays. See Figure 3.
UC App for iPad User Guide 2
Figure 2. UC App Notifications message
Figure 3. End User License Agreement
Settings Menu
4. Read the EULA and tap Accept in the lower right corner. (Note: When you install the UC App, you must agree to it before you can continue.)
Results: The Accept the Terms and Conditions message appears.
5. Tap Accept again. Result: The Sign In screen appears.
UC App for iPad User Guide 3
Figure 4. Sign In screen
Settings Menu
Sign In
When you first launch the application, you are prompted to sign in to the Cox Business voice portal, MyAccount.
1. Enter your Cox Business MyAccount user name and password.
2. Tap the Show Password and/or Remember Password switches to configure your login experience.
3. Tap the Sign In button. Result: A Warning message appears about emergency calls and presents you with the option to update your emergency location.
Note: The UC App for iPad enables you to update your physical location for emergency services through the Update Emergency Location function. (Note: If you tap Update Emergency Location, the MyAccount client opens so you can set the location in that application. When the location is set, the UC App appears on iPad and you are signed in automatically. See Figure 5.
UC App for iPad User Guide 4
Figure 5. 911 Call warning message
4. Tap Accept. Result: The UC App's Access Contacts message appears. See Figure 6.
Figure 6. Access Your Contacts message
Settings Menu
5. Tap OK. Result: The UC App's Contacts screen appears; and eventually, the “Unify Would
Like to access the Microphone message” appears as an overlay on the Contacts
screen. See Figure 7.
Figure 7. “Unify Would Like to Access the Microphone” message
6. Tap OK to complete the sign in process. Result: The UC App's contacts screen appears.
UC App for iPad User Guide 5
Settings Menu
Icon
Description
Contacts – View your contacts list and search local contacts on the device or search the company directory.
History – View a recent call history of your seat (phone) including incoming, outgoing, and missed calls.
Instant Message – View recent chats.
Dial Pad – Tap to dial a number.
The UC App Tabs
There are four icons or “tabs” on the default page that represent different functionalities within the UC Apps. This section provides an overview of each and provides how-to instructions on usage.
Figure 8. The UC App Apps Contacts screen
UC App for iPad User Guide 6
Settings Menu
Contacts Tab
From the Contacts tab, you can:
Add new contacts (see Add Contact for more information)
Access contact information
Search for contacts
Place and receive audio calls
Start chat sessions
Contacts are identified as those who are “presence-enabled” and “non-presence enabled.” Presence-enabled contacts are defined as other UC users and those with an Extensible Messaging and Presence Protocol (XMPP) address. Non-presence-enabled contacts are phone numbers or conference numbers.
Figure 9. UC Contacts
Contacts can be organized in by whether they are UC Contacts or part of Contact Directories: The UC Contacts comprise “All” and “Online” sub-categories. The Contact Directories comprise both “iPhone Contacts” and “Directory” sub-categories. See below for descriptions of each.
All – Displays all presence-enabled and non-presence-enabled contacts.
Online – Displays only the presence-enabled contacts that are currently online.
iPhone Contacts – Displays the contacts from your local phone book.
Directory – Displays the contacts from a company directory (which requires a search).
When you launch the UC App for the first time, your Contacts list is empty. See Figure 8. Add a new presence-enable contact at any time by tapping Add ( ) icon the option Add
Contact from the plus icon in the navigation bar. Another way to add new contacts is to use the directory search option from the Contacts tab. to add Contacts, Conference Numbers, iPhone Contacts, and Groups manually. See the Contacts section for more information.
UC App for iPad User Guide 7
Settings Menu
My Status
Within the Contacts tab, you can configure your image, a message, and your availability status to display to members in your Contact list access.
Change your image (see My Avatar)
Share a personal message (see Status Message)
Set your availability status (see Set My Availability)
Figure 10. My Status
My Avatar
Your avatar is a graphical image or photo that your contacts will see in the Contacts list and in chat screens.
Note: To set an avatar when the UC App is working inside an iOS for Work profile, a Camera application inside the Work profile should be installed on the device. The system administrator should provision such an application for the given Work profile and the user should install it before initiating an avatar change
If you have not set up an avatar, your initials appear. Use the following steps to change your image.
1. Tap the availability status box in the upper left corner on the Contacts list.
2. Tap the circle that encloses your initials. See Figure 10.
action.
Result: A sub screen appears. Here, you will be able to use a camera to take a new picture, choose an existing photo, or clear your profile photo. See Figure 11.
UC App for iPad User Guide 8
Settings Menu
Figure 11. Set or Change Profile Photo
Status Message
You can enter a status message in the area below the avatar. Tap the text field that asks, “What’s on your mind?” and type a message. The text is shown in your friends’ Contacts list.
Set My Availability
You can manually set your availability to one of the following statuses:
Figure 12. Availability Statuses
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Settings Menu
Use the following steps to change your status:
1. Tap your current availability status, located above the Contacts icon. Result: Your avatar screen appears.
2. Tap the status you want you contacts to see. Result: A checkmark appears to the right of the status you selected.
3. Tap the Done link in the upper right corner of the avatar screen. Result: Your status appears in the Contacts list.
Search
Use the Search feature to locate contacts in any of the contact categories: All, Online, iPhone, and Directory.
1. Tap the down arrow to open the Contacts filter menu and select the category you want to search.
2. Tap the search icon located at the top of the Contacts list and enter the first three characters of the person’s first or last name. You may elect to insert an asterisk (*) symbol after the first three letters to view the entire directory.
Figure 13. Search results
UC App for iPad User Guide 10
Settings Menu
Call History Tab
The Call History feature displays all placed, received, and missed calls. Each call type is represented with an icon that denotes the type.
Call History makes it easy for you to redial and return a call when you miss a call or when you want to dial a contact with whom you have recently spoken.
Figure 14. Call History tab
1. Tap the Call History icon to view the list of calls. A call with this arrow indicates an incoming call. A call with this arrow indicates an outgoing call. Calls in red font indicate
missed calls. The date and/or time of the call also appears at the right of the call. Below the name, the number, if available, the date of the call, and the time the call was initiated displays.
2. Tap the information icon to view other details about the call, including: the status of the call, the name, phone number, and availability status of the caller.
UC App for iPad User Guide 11
Settings Menu
Note: Recipient messages are presented in an orange background and your
message displays in a white background. An emoticon can be added to a message by typing the corresponding character code or by selecting an emoticon. The emoticon is displayed with its character code in the input text area, graphically in the chat area, and when displayed to the remote party.
Chat Tab
The Chat tab shows a list of chats with your contacts since your last login. Start a chat using either method shown below:
From the Contact list, tap a contact to open the contact card. From the contact card,
choose the chat bubble icon to start a chat.
In the Chat History list, tap a contact entry to start a chat.
1. When you initiate a chat, the Chat view opens in the right pane.
2. To open chat in full screen, tap the collapse icon .
3. Select any tab from the vertical menu or tap on the expand icon to open the left pane view. (Note: Chatting with a contact is possible only when you are both online.)
If your contact initiates a chat, a notification badge appears on the Chat icon and the entry appears on the top of the Chat History list. When the chat opens, the name of the recipient and their availability status appear.
The text input field in Chat uses autocorrect, auto-cap, and spell check based on system settings. Use the system settings to enable or disable these features.
When you select Clear History, the Chat History is removed from view, but the chat view remains open if you want to continue chatting. If you navigate back to the chat list, then this specific chat entry is removed from the list because there is no Chat History associated with it.
Figure 15. Chat Tab
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Settings Menu
Notes about the Chat Feature
If User A chats with User B multiple times, their discussions appear as one item in the
list.
Tap the name from the Chat list to display the Chat view in the right pane. This is where
you can enter new messages. Old messages also appear.
New incoming messages are indicated with a notification badge to the right of the name.
The icon remains next to the name until the message is read.
Chats are listed so that the newest one is always at the top. Chats are not in alphabetical
order and are always listed with the most recent first.
Tap the Make all as Read icon in the navigation bottom bar to remove all notification
badges from the Chat History list.
Tap the Start Chat icon to open the Contacts list so you can select a contact and
start a chat session.
While in a chat with a single contact, tap the Menu icon to expand a menu with
options to View Profile and Clear History.
Group Chat
Start a group chat using one of the following methods:
In a single chat session, tap the Add Participant icon to escalate from a single chat to
a group chat.
From the Chat tab, tap on the Start Group Chat icon and select participants from
your Contacts list.
In the Chat History list, tap a group communication entry to start a group chat.
When you initiate a group chat, anyone in the group chat can add participants. To remove a participant, tap the Edit button, choose a participant to remove, and then tap Done. A group chat works the same way as a one-on-one chat. All messages from anyone are sent to everyone else. A group Chat History is saved and is available to view later in the Chat tab.
While in a group chat, tap the View Participants icon to display a list of the attendees
in the chat.
While in a group chat, tap the Menu icon to expand a menu with options to Leave
Chat or Clear History. When you “Leave Chat,” the chat is marked as “offline” and you
no longer receive messages from the chat. When you tap the “offline” chat, you re-join the room and start receiving messages. However, you do not receive messages that were sent in the chat during the time you left.
The Clear History menu item works the same way as the corresponding option in a one-
on-one chat and removes the local history.
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