Nortel Networks NN10041-112 User Manual

[Standard—Nortel Networks Confidential]

Part No. NN10041-112
April 2003
MCP 1.1 FP1 (02.02)

SIP Multimedia PC Client
User Guide

[Standard—Nortel Networks Confidential]

ii

Copyright © 2003 Nortel Networks

All rights reserved. April 2003.
The information in this document is subject to c hange without notice. The statements, co nfiguration s, technical data , and

recommendations in this document are believed to be accurate and reliable, but are presen ted without express or implied
warranty. Users must take full responsibility for their applications of any products specified in this document. The
information in this document is proprietary to Nortel Networks Inc.

The software described in this documen t is furnished under a license agreemen t and may be used only in accordance
with the terms of that license. The software license agreement is included in this document.

Trademarks

Nortel Networks, the Nortel Networks logo, the Globemark, Unified Networks, and i2004 are trademarks of Nortel
Networks.

Microsoft, Windows, Windows NT, and Microsoft Outlook are trademarks of Microsoft Corporation.
Adobe and Acrobat Reader are trademarks of Adobe Systems Incorporated.
Netscape is a trademar k of Netscape Communications Corporation .
The asterisk after a name denotes a trademarked item.

Restricted rights legend

Use, duplication, or disclosure by the United States Government is subject to restrictions as set forth in subparagraph
(c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013.

Notwithstanding any other li cen s e agre eme nt that may pertain to, or accompany the de liv er y o f, th is co mp ut er softwa re,
the rights of the United States Government regarding its use, repro du ction , and disc lo sure are as set forth in the
Commercial Computer Software-Restric ted Rights clause at FAR 52.227-19.

Statement of conditions

In the interest of improving internal design, operational function, and/or reliability, Nortel Networks Inc. reserves the
right to make changes to the products described in this document without notice.

Nortel Networks Inc. does not assume any liability that may occur d ue t o t he use or application of the product (s) or
circuit layout(s) described herein.

Portions of the code in this software product may be Copyright © 1988, Regents of the University of California. All
rights reserved. Redistribution and use in source and binary forms of such portions are permitted, provided that the
above copyright notice and t hi s paragraph are duplicated in all such forms and that any documentati on, advertising
materials, and other materials related to such distribution and use acknowledge that such por ti ons of the software were
developed by th e U niv e r si ty of California, Berkele y. The nam e of the University may no t b e us e d t o e n dorse or promote
products derived from such portions of the software without specific prior written permission.

SUCH PORTIONS OF THE SOFTWARE ARE PROVIDED “AS IS” AND WITHOUT ANY EXPRESS OR IMPLIED
W ARRANTIES , INCLUDING, WITHOUT LIMIT ATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY
AND FITNESS FOR A PARTICULAR PURPOSE.

In addition, the progra m and info rmation con tained here in are licen sed only pu rsuant to a lic ense agreemen t that cont ains
restrictions on us e and disclosure (that may incorporate by refer ence certain limitations and notices imposed by third
parties).

NN10041-112

[Standard—Nortel Networks Confide ntial ]

iii

Nortel Networks Inc. software license agreement

This Software License Agreement (“License Agreement”) is between you, the end-user (“Customer”) and Nortel
Networks Corporation and its subsidiaries and affiliates (“Nortel Networks”). PLEASE READ THE FOLLOWING
CAREFULLY. YOU MUST ACCEPT THESE LICENSE TERMS IN ORDER TO DOWNLOAD AND/OR USE THE
SOFTWARE. USE OF THE SOFTWARE CONSTITUTES YOUR ACCEPTANCE OF THIS LICENSE
AGREEMENT. If you do no t acc ept these term s an d cond ition s, re turn th e So ftw are, unus ed an d in the origin al s hipp ing
container, within 30 days of purchase to obtain a cr edit for the full pu rchase price.

“Software” is owned or licensed by Nor tel Net work s, its p a rent o r o ne o f its su bsid iarie s o r affiliates, and is copyrighted
and licensed, not sold. Software consists of machine-readable instructions, its components, data, audio-visual content
(such as images, text, recordings or pi ct ures) and related licensed materials inclu ding all whole or partial copies. Nortel
Networks grants you a li cense to use the Software only in the country where you acquired the Software. You obtain no
rights other than th ose granted to you under this License Agreement. You are responsible for the selecti on of the
Software and for the installation of, use of, and results obtained from the Software.

1. Licensed Use of Software. Nortel Networks grants Customer a nonexclusive license to use a copy of the Software
on only one machine at any one time or to the exte nt of the activ ation or autho rized usag e level, whichever is app licable.
To the extent Software is furnished for use with designated hardware or Customer furnished equipment (“CFE”),
Customer is granted a nonexclusive l icense to use Software only on such hardware or CFE, as ap pl icable. Software
contains trade secrets and Customer agrees to treat Software as confidential information using the same care and
discretion Customer uses with its own similar information that it does not wish to disclose, publish or disseminate.
Customer will ensure that anyone who uses the Software does so only in compliance with the terms of this Agreement.
Customer shall not a) use, copy, modify, transfer or distribute the Software except as expressly authorized; b) reverse
assemble, reverse compile, reverse eng in eer or otherwise translate the Software; c) create derivat ive works or
modifications unless expressly authorize d; or d) sublicense, rent or lease the Software. Licensors of intellectual property
to Nortel Networks are beneficiaries of this provision. Upon termin ation or breach of the license by Cust omer or in the
event designated hardware or CFE is no longer in use, Customer will promptly return the Software to Nortel Networks
or certify its destruction. Nortel Networks may audit by remote polling or other reasonable means to determine
Customer’s Software activ ation o r usa g e le vels. If suppliers of third party software included in Software require Nortel
Networks to include additional o r d ifferent terms, Customer agrees to abide by suc h terms p rov id ed b y Norte l Networks
with respect to such third party software.

2. Warranty. Except as may be otherwise expressly agreed to in writing between Nortel Networks and Customer,
Software is provided “AS IS” without any warranties (conditions) of any kind. NORTEL NETWORKS DISCLAIMS
ALL WARRANTIES (CONDITIONS) FOR THE SOFTWARE, EITHER EXPRESS OR IMPLIED, INCLUDING,
BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE AND ANY WARRANTY OF NON-INFRINGEMENT. Nortel Networks is not obligated to
provide support of any kind for the Software. Some jurisdictions do not allow exclusion of implied warranties, and, in
such event , t he above exclusions ma y n ot apply.

3. Limitation of Remedies. IN NO EVENT SHALL NORTEL NETWORKS OR ITS AGENTS OR SUPPLIER S BE
LIABLE FOR ANY OF THE FOLLOWING: a) DAMAGES BASED ON ANY THIRD PARTY CLAIM; b) LOSS OF,
OR DAMAGE TO, CUSTOMER’S RECORDS, FILES OR DATA; OR c) DIRECT, INDIRECT, SPECIAL,
INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS OR SAVINGS),
WHETHER IN CONTRACT, TORT OR OTHERWISE (INCLUDING NEGLIGENCE) ARISING OUT OF YOUR
USE OF THE SOFTWARE, EVEN IF NORTEL NETWORKS, ITS AGENTS OR SUPPLIERS HAVE BEEN
ADVISED OF THEIR POSSIBILITY. The forgoing limitations of remedies also apply to any developer and/or supplier
of the Software. Such developer and/or supplier is an intended beneficiary of this Section. Some jurisdictions do not
allow these limitations or exclusions and, in such event, they may not apply.

4. General

a. If Customer is the United States Government, the following paragraph shall apply: All Nortel Networks

Software available under this Licen se Agreement is commercial computer so ftwa re and commercial computer
software documentation and, in the event Software is licensed for or on behalf of the United States

SIP Multimedia PC Client User Guide

[Standard—Nortel Networks Confidential]

iv

Government, the respective rights to the software and software documentation are governed by Nortel
Networks standard commercial license in accordance with U.S. Federal Regulations at 48 C.F.R. Sections

12.212 (for non-DoD en tities) and 48 C.F.R. 227.7202 (for DoD entities).

b. Customer may terminate the license at any time. Nortel Networks may ter minate the license if Customer fails to

comply with the terms and conditions of this license. In either event, upon termination, Customer must either
return the Software to Nortel Networks or certify its destruction.

c. Customer is resp onsible f or paym ent of any ta xes, incl uding persona l proper ty taxes , resultin g from Cu stomer’ s

use of the Software. Customer agrees to comply with all applicable laws including all applicable export and

import laws and regulations.
d. Neither party may bring an action, regardless of form, more than two y ears after the cause of the action arose.
e. The terms and conditio ns of this License Agreement form the complete and exclusive agreement between

Customer and Nortel Networks.
f. This License Agreement is governed by the laws of the country in whi ch Customer acquires the Softwa re. If the

Software is acquired in the United States, then this License Agreement is governed by the laws of the state of

New York.

NN10041-112

[Standard—Nortel Networks Confide ntial ]

Contents

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Chapter 1

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

What is the SIP Multimedia PC Client? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

SIP Multimedia PC Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

SIP Multimedia PC Client Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

SIP Multimedia Blended PC Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Useful terms to know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Proxy server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Network-based address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Service package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Minimum hardware and operating system requirements . . . . . . . . . . . . . . . . 24

Recommended hardware and operating system requirements . . . . . . . . . . . 25

Optional hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . 25

Installing the SIP Multimedia PC Client software . . . . . . . . . . . . . . . . . . . . . . . . . .25

Launching the SIP Multimedia PC Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Signing in to the SIP Multimedia PC Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring Windows to automatically start the SIP Multimedia PC Client . . . . . . 33

Understanding the SIP Multimedia PC Client interface . . . . . . . . . . . . . . . . . . . . . . . . 34

Understanding the Blended SIP Multimedia PC Client interface . . . . . . . . . . . . . . . . . 35

Main menu actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Contents v

SIP Multimedia PC Client User Guide

vi Contents

Using online help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 2

Multimedia communication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Making a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Receiving a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Ending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Holding a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Retrieving a held call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Transferring a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Three-way calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Conference calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Sending instant messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Sending web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Using voice mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Sending and receiving video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Placing a voice call from Outlook 2000 (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

[Standard—Nortel Networks Confidential]

Main menu shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Status area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Main buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

System tray icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

SIP Multimedia Blended PC Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Blind transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Consult transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Setting up a three-way call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Removing a person from a three-way call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Creating a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Leaving a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Pushing a web page to another party on an active call . . . . . . . . . . . . . . . . . . . . . 54

Pushing a web page to another party not on an active call . . . . . . . . . . . . . . . . . . 55

Co-browsing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Accessing your voice mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Using voice mail functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

NN10041-112

[Standard—Nortel Networks Confide ntial ]

Chapter 3

Managing your contacts and calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Call logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

Checking your inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Returning a missed call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Acknowledging missed call log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Checking your outbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Deleting call log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Managing your network-based address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Viewing an address book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Adding a new group to your network-based address book . . . . . . . . . . . . . . . . . . 66

Adding an entry to your network-based address book . . . . . . . . . . . . . . . . . . . . . 67

Deleting an address book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Importing contacts from Outlook 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Managing your Buddies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

List of Buddies actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Screening calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Special call handling options for incoming calls . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Creating a set of call screening instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Completing screening information in the call screening window . . . . . . . . . . . . . . 78

Recording a greeting to play to callers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

To view your call screening records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Deactivating a call screening record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Contents vii

Chapter 4

Multimedia collaboration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Understanding collaboration tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Initiating a collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Starting an integrated collaboration session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Starting a standalone collaboration session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Ending a collaboration session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Exchanging files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Sending a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Setting the preferred directory to store incoming files . . . . . . . . . . . . . . . . . . . . . . 89

Sending one file in a file list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

SIP Multimedia PC Client User Guide

viii Contents

Sending all files in a file list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Whiteboarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Opening a shared whiteboard workspace on your PCs . . . . . . . . . . . . . . . . . . . . . 91

Saving whiteboard drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Restoring whiteboard drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Collaborating with the clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Collaborating by sharing clipboard contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Placing the content in the Windows clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Sending the contents of your Windows clipboard to the other party . . . . . . . . . . .93

Accepting or declining the data transfer from the other user . . . . . . . . . . . . . . . . .94

Copying the incoming clipboard data to your Windows clipboard . . . . . . . . . . . . . 94

Using or saving the new Windows clipboard contents . . . . . . . . . . . . . . . . . . . . . .94

Chapter 5

Advanced set-up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Configuring your preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Setting up your user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Setting your connection speed and preferences . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Defining network settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Setting up audio devices and preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102

Setting up video (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Disabling video transmission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Custom video configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Setting up network-based voice mail access (optional) . . . . . . . . . . . . . . . . . . . . 111

Setting up calling from Outlook 2000 (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Setting up an i2004 Internet Telephone (optional) . . . . . . . . . . . . . . . . . . . . . . . . 114

Setting up file exchange settings (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Setting automatic presence indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Specifying miscellaneous settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Using the audio wizard to configure audio volume . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Configuring multiple profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

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Specifying a tool tips delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Setting the SIP Multimedia PC Client to startup as an icon . . . . . . . . . . . . . 119

Setting the standby option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Specifying the look of the SIP Multimedia GUI at startup . . . . . . . . . . . . . . . 120

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Adding a new profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 6

Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Startup problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Audio problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Configuration and administration problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Calling and messaging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

Collaboration problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Video problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132

Appendix A

Button references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Main GUI buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Incoming call control buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Active call control buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Contents ix

Appendix B

Hardware notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Compatible video cameras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Compatibility with the client application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

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Figures

Figure 1 Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Figure 2 Configuration wizard - step 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Figure 3 Configuration wizard - step 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Figure 4 Configuration wizard - step 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Figure 5 Configuration wizard - step 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Figure 6 Configuration wizard - step 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Figure 7 Configuration wizard - step 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Figure 8 Sign in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Figure 9 SIP Multimedia PC Client main graphical user interface (GUI) . . . . . . . . 34

Figure 10 Blended PC Client main GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Figure 11 SIP Multimedia PC Client system tray icon . . . . . . . . . . . . . . . . . . . . . . . 38

Figure 12 SIP Multimedia PC Client System tray icon . . . . . . . . . . . . . . . . . . . . . . .39

Figure 13 Incoming Call Control window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Figure 14 Incoming Call Control window for Blended Client . . . . . . . . . . . . . . . . . . . 44

Figure 15 Active Call Control window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Figure 16 Transfer Call window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Figure 17 Complete transfer destination Call window . . . . . . . . . . . . . . . . . . . . . . . . 49

Figure 18 Sending an instant message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Figure 19 Confirm Web push . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Figure 20 Voice mail dialpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Figure 21 Voice mail command buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Figure 22 Inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Figure 23 Outbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Figure 24 Address book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Figure 25 View address book entry options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Figure 26 Add New Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Figure 27 Add new group dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Figure 28 Add new address book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Figure 29 Add new entry - user information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Figure 30 Add new entry - user phone information . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Figure 31 Add new entry - other user information . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Figure 32 Outlook security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

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Figure 33 Import contacts from Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Figure 34 Buddies tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Figure 35 View buddy entry options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Figure 36 Call Screening window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Figure 37 Collaboration - tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Figure 38 Open a collaboration session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Figure 39 Stop a Collaboration Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Figure 40 Collaboration - file transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Figure 41 Collaboration - whiteboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Figure 42 Collaboration - clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Figure 43 Preferences - User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Figure 44 Preferences - Connection information . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Figure 45 Preferences - Network information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Figure 46 Preferences - Network configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Figure 47 Preferences - Audio settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Figure 48 Preferences Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Figure 49 Video camera configured for use by the client . . . . . . . . . . . . . . . . . . . . 106

Figure 50 Custom Video configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Figure 51 Sample video format window 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Figure 52 Sample video format window 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Figure 53 Preferences - Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Figure 54 Preferences - RAIDerLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Figure 55 Preferences - i2004 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Figure 56 Preferences - File exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Figure 57 Presence settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Figure 58 Preferences - tool tips delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Figure 59 Windows look interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Figure 60 Audio wizard - Audio Test Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121

Figure 61 Audio Test Call - Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Figure 62 Profile Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124

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Tables

Table 1 Main menu actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Table 2 Video configuration settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Table 3 NeoMagic sound card drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Table 4 Main GUI buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Table 5 Incoming call buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Table 6 Active call buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

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Welcome

The SIP Multimedia PC Client User Guide provides you with the instructions

necessary to get up and running with this product. This guide also describes the

capabilities of the SIP Multimedia PC Client, a feature-rich user interface.

Topics include:

• “Getting started” on page 19

• “Multimedia communication” on page 41

• “Managing your contacts and calls” on page 61

• “Multimedia collaboration” on page 83

• “Advanced set-up” on page 97

• “Troubleshooting” on page 127

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Audience

This guide is intended for users of the SIP Multimedia PC Client services and

features.

Text conventions

This guide uses the following text conventions:

bold text Indicates the command key you need to press

italic text Indicates new terms, document titles

Example: Press Ok.

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Acronyms

This guide uses the following acronyms:

ADSL Asynchronous Digital Subscriber Line
codec coder/decoder
DSL Digital Subscriber Line
DTMF Dual Tone Multi-Frequency
ERC Express Routing Code
GUI Graphical User Interface
IM Instant Message
IP Internet Protocol
IPCM Internet Protocol Client Manager
ISDN Integrated Services Digital Network
LAN Local Area Network
NAT Network Address Translation
PNG Portable Network Gr aphic
PSTN Public Switched Telephone Network
SIP Session Initiation Protocol
URL Universal Resource Locator (internet address)

Related publications

Other public ations relate d to the SIP Multimedia PC C lient Guide:

• SIP Personal Agent Getting Started Guide

• i2004 Internet Telephone User Guide

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How to get help

If you purchased a service contract for your Nortel Networks product from a

distributor or authorized reseller, contact the technical support staff for that

distributor or reseller for assistance.

If you purchased a Nortel Networks service program, contact Nortel Networks

Technical Support. To obtain contact information online, go to the http://

www.nortelnetworks.com/cgi-bin/comments/comments.cgi URL, then click on

Technical Support.

From the Technical Support page, you can open a Customer Service Request

online or find the telephone number for the nearest Technical Solutions Center. If

you are not connected to the Internet, you can call 1-800-4NORTEL

(1-800-466-7835) to learn the telephone number for the nearest Technical

Solutions Center.

An Express Routing Code (ERC) is available for many Nortel Networks p rod uct s

and services. When you use an ERC, your call is routed to a technical support

person who specialize s in suppor ting tha t product or servi ce. To locate an ERC for

your product or service, go to the following the http://www.nortelnetworks.com/

help/contact/erc/index.html URL.

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Chapter 1
Getting started

Topics in this section:

• “What is the S IP Multimedia PC Client?” on page 19

• “Configurations” on page 20

• “Useful terms to know” on page 22

• “Before you begin” on page 24

• “Understanding the SIP Multimedia PC Client interface” on page 34

• “Using online help” on page 39

What is the SIP Multimedia PC Client?

19

The SIP Multimedia PC Client is an application that provides advanced IP

telephony features, many of which are not available on a traditional telephone:

• Internet Protocol (IP) calls

• advanced call logging - keep track of incoming, outgoing and missed calls

• network-based address book

• presence - see who is online and let others know that you are online

• control of Nortel Networks i2004 Internet Telephone

• call hold/retrieve

• call trans fer (blind o r consultat i ve)

• web push - send a web page to another user

• collaboration - transfer files, use a “whiteboard”, clipboard

• advanced call forward ing and call screening

• call handling - decline, redirect, or ignore incoming calls

• instant messaging - send and receive text messages

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• video calls (one-way and two-way video)

• local three-way calling

• conference calls [requires network conference server]

• a COM AddIn button that allows you to make calls from Outlook 2000 and
import contacts from Outlook 2000

Configurations

The SIP Multimedia PC Client is available in three configurations.

• “SIP Multimedia PC Client” on page 20

• “SIP Multimedia PC Client Set” on page 21

• “SIP Multimedia Blended PC Client” on page 21

SIP Multimedia PC Client

The SIP Multimedia PC Client is a software application that transforms your PC
into a powerful telephony and multimedia communications tool. This software
application runs on your PC and provides access to SIP features and multimedia
services.

Most users will choos e to u se a heads et to speak and hea r dur ing ca ll s. Opti onall y,
you can use a separate microphone and your computer’s speakers for the voice
part of the call (not recommended in open office environments).

Tip: Keep the SIP Multimedia PC Client running in the background
whenever you are using your computer so you can easily accept or
screen incoming calls.

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SIP Multimedia PC Client Set

When the SIP Multimedia PC Client controls an i2004 Internet Telephone the
configuration is called a SIP Multimedia PC Client Set. The i2004 Internet
Telephone provides premium-quality voice, while your computer is dedicated to
the data and video components of the multimedia session.

The SIP Multimedia PC Client Set is ideal when superior voice quality is
required. It is also ide al whe n the sessi ons i nclude proc essing -inte nsive t asks s uch
as real-time video, which would consume bandwidth required for voice
processing.

To configure the SIP Multimedia PC Client to control your i2004 telephone, see

Chapter 5, “ Advanced se t-up”.

SIP Multimedia Blended PC Client

When you use your existing desktop telephone for voice calls and your SIP
Multimedia PC Client for multimedia communication, it is called a SIP
Multimedia Blended PC Client. A desktop telephone provides premium-quality
voice, while your computer is dedicated to the data component s of the multimed ia
session.

21

The SIP Multimedia Blended PC Cli ent is a cost- effectiv e solution tha t allows you
to maintain your current desktop telephone for voice calls, while enhancing your
communication possibilities with multimedia features such as the collaboration
tools.

Note: Calling actions, audio , vide o and adv anc ed screening settings are
disabled for the SIP Multimedia Blended PC Client.

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Useful terms to know

The SIP Multimedia PC Client uses some terms that may be new to you. Take a
moment to read through the explanations to familiarize yourself with the
following terms:

• “Proxy server” on page 22

• “Address” on page 22

• “Network-based address book” on page 23

• “Buddies” on page 23

• “Presence” on page 23

• “Service package” on page 23

Proxy server

A proxy server is an ap plica tion t hat r elays data betwee n yo ur SIP Multimed ia PC
Client and the network. The IP address of the proxy server is already defined in
your SIP Multimedia PC Client. When you connect to the proxy server you need
to provide a valid username and password.

Address

When a procedure instructs you to enter an address it means entering either a
telephone number or a SIP address. A SIP address is a unique identifier of users
on the IP network. It has the same format as an email address, for example,
[e-mail], but it is not an email addr ess. The networ k can identi fy where you
are and route your calls by tracki ng your SIP addr ess when you sign-i n to any SIP
Multimedia PC Client, SIP Multimedia Web Client or i2004 Internet Telephone.
In order to make it easier to pl ace calls, you can store addresses (SIP addre sses or
telephone numbers) in an network-based address book.

Using SIP addresses allows you to take advantage of the more powerful features
of the PC Client, such as presence.

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Network-based address book

Your personal network-based address book is a key tool for managing addresses.
You can save your addresses for quick call access as well as organize addresses
into groups.

When you make changes in your network-based address book it applies to all the
devices you can use to access the network (SIP Multimedia PC Client, SIP
Multimedia Web Client, i2004 Internet Telephone).

Buddies

Within your network-based address book, you can designate entries as Buddies.
People that you contact f requently are good candidates for you r l is t of Buddies. If
you have entered the SIP ad dre ss of someone in your l ist of Budd ies, then y ou can
see their online presence status. Just click the Buddies button to see your list of
Buddies and whether or not they are available to contact.

23

Presence

Presence is a feature that allows you to see the online status of other users on the
network and also a way to let oth ers know your st atus. In the Statu s Area there is a
drop-down menu where you can choose your presence state to let other users
know if you are online or away from your desk. You can also set the system to
automatically alert others whether you are away from your PC or on the
telephone. Click on the Buddies button to see your Buddies and their online
presence status.

Service package

Your service provider or system administrator assigns a service package with
pre-defined features and options for you. Some features will only be available to
you if they are listed in your service package. For example, your company may
not support PC video cameras and therefore these settings would not be available
for you to change. In addition to video, your service package defines how many
Buddies you can have, how man y call ers you c an joi n in an a udio con feren ce, and
whether you have voice mail enabled.

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If you have access to the SIP Personal Agent, you can view the features and
options available in your service package through Settings > Preferences.

Note: Your service package features won’t be available on your SIP
Multimedia PC Client until you sign-in.

Before you begin

You need the following items to start us ing the SIP Multimedia PC C lient:

• a PC configured with the required minimum software and hardware, as
described in the following section

• Internet access and a connection that meets the minimum transmission speed
requirements, as described in the following section.

Note: The SIP Multimedia PC Client can operate with the minimum
hardware and software req uirem ents but the rec omme nded req uirem ents
will provide enhanced multimedia communications quality.

Minimum hardware and operating system requirements

• 550 MHz Pentium-class or equivalent processor

• Windows* 98(SE), Windows Me, Windows NT* 4.x with SP5, Windows
2000, or Windows XP

• 28.8 Kbps modem

• Microphone and full duplex sound card. [Note: Some laptops do not come
equipped with full duplex sound cards.]

• 48 MB free RAM (This requirement is in addition to the memory
requirements of the OS and other concurrent applications.)

• 60 MB free hard disk space

• 640x480 @8bpp (256 colors) VGA graphics card

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• Mouse

Recommended hardware and operating system requirements

• 1 GHz (or higher) Pentium-class or equivalent processor

• Windows XP, Windows 2000, Windows 98(SE), or Windows NT 4.x with
SP5

• 56 Kbps modem or faster network connection (a Cable modem, DSL,
10base-T Ethernet connection will provide a better user experience)

• Full duplex sound card with headset (microphone-headphone combination)

• 64 MB free RAM (This requirement is in addition to the memory
requirements of the OS and other concurrent applications).

• 60 MB free hard disk space

• 800x600 @16bpp (65,536 colors) VGA or better video graphics card

• Mouse

Optional hardware and software requirement s

25

• Nortel Networks i2004 Internet Telephone

• USB-based Internet Video Camera (Web Cam). A 16bpp (65,536) VGA or
better video graphics mode is required in or der to send video. See Appendix B
for more information about video camera support.

• Auto Web Push requires a Web browser: Internet Explorer 5.0 and above or
Netscape* 4.77 and above

• Microsoft Outlook* 2000 (if you want to use the Microsoft Outlook 2000
AddIn or Import Contacts features)

Installi ng the SIP Multimedia PC Client software

To install the SIP Multimedia PC Client, double-click the SIP Multimedia PC
Client insta ll file you downloaded or received on CD.

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Figure 1 Installation Wizard

The installer application will walk you through the installation process, allowing
you to select options, including:

• the location of where the SIP Multimedia PC Client should be installed

• whether or not the SIP Multimedia PC Client should install a desktop icon

• whether or not the SIP Multimedi a PC Client should ins tall the Outl ook COM
AddIn

• whether or not the SIP Multimedia PC Cl ient starts au tomatically

• whether or not you would like to view any important release notes

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Launching the SIP Multimedia PC Client

Double-select the desktop icon (if present) or select the Nortel Networks SIP
Client from the Windows Start Menu to open the SIP Multimedia PC Client

application.

The first time yo u u se th e appl icat ion, you wi ll b e pre sented wi th a wizar d to walk
you through the SIP Multimedia PC Client configuration. Follow

that appear on your screen.

Figure 2 Configuration wizard - step 1

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the prompts

SIP Multimedia PC Client User Guide

[Standard—Nortel Networks Confide ntial ]

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Figure 3 Configuration wizard - step 2

SIP Multimedia PC Client User Guide

[Standard—Nortel Networks Confide ntial ]

Figure 4 Configuration wizard - step 3

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SIP Multimedia PC Client User Guide

[Standard—Nortel Networks Confide ntial ]

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Figure 5 Configuration wizard - step 4

SIP Multimedia PC Client User Guide