Nortel Networks NN43119-101 User Manual

Nortel Communication Server 1000
IP Softphone 2050
User Guide
GNU GENERAL PUBLIC LICENSE
Version 2, June 1991 Copyright (C) 1989, 1991 Free Software Foundation, Inc. 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA
Preamble
The licenses for most software are designed to take away your freedom to share and change it. By contrast, the GNU General Public License is intended to guarantee your freedom to share and change free software--to make sure the software is free for all its users. This General Public License applies to most of the Free Software Foundation's software and to any other program whose authors commit to using it. (Some other Free Software Foundation software is covered by the GNU Library General Public License instead.) You can apply it to your programs, too.
When we speak of free software, we are referring to freedom, not price. Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software (and charge for this service if you wish), that you receive source code or can get it if you want it, that you can change the software or use pieces of it in new free programs; and that you know you can do these things.
To protect your rights, we need to make restrictions that forbid anyone to deny you these rights or to ask you to surrender the rights. These restrictions translate to certain responsibilities for you if you distribute copies of the software, or if you modify it.
For example, if you distribute copies of such a program, whether gratis or for a fee, you must give the recipients all the rights that you have. You must make sure that they, too, receive or can get the source code. And you must show them these terms so they know their rights.
We protect your rights with two steps: (1) copyright the software, and (2) offer you this license which gives you legal permission to copy, distribute and/or modify the software.
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The precise terms and conditions for copying, distribution and modification follow.
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TERMS AND CONDITIONS FOR COPYING, DISTRIBUTION AND MODIFICATION
0. This License applies to any program or other work which contains a notice placed by the copyright holder saying it may be distributed under the terms of this General Public License. The "Program", below, refers to any such program or work, and a "work based on the Program" means either the Program or any derivative work under copyright law: that is to say, a work containing the Program or a portion of it, either verbatim or with modifications and/or translated into another language. (Hereinafter, translation is included without limitation in the term "modification".) Each licensee is addressed as "you".
Activities other than copying, distribution and modification are not covered by this License; they are outside its scope. The act of running the Program is not restricted, and the output from the Program is covered only if its contents constitute a work based on the Program (independent of having been made by running the Program). Whether that is true depends on what the Program does.
1. You may copy and distribute verbatim copies of the Program's source code as you receive it, in any medium, provided that you conspicuously and appropriately publish on each copy an appropriate copyright notice and disclaimer of warranty; keep intact all the notices that refer to this License and to the absence of any warranty; and give any other recipients of the Program a copy of this License along with the Program.
You may charge a fee for the physical act of transferring a copy, and you may at your option offer warranty protection in exchange for a fee.
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contains or is derived from the Program or any part thereof, to be licensed as a whole at no charge to all third parties under the terms of this License.
c. If the modified program normally reads commands interactively when run, you
must cause it, when started running for such interactive use in the most ordinary way, to print or display an announcement including an appropriate copyright notice and a notice that there is no warranty (or else, saying that you provide a warranty) and that users may redistribute the program under these conditions, and telling the user how to view a copy of this License. (Exception: if the Program itself is interactive but does not normally print such an announcement, your work based on the Program is not required to print an announcement.)
These requirements apply to the modified work as a whole. If identifiable sections of that work are not derived from the Program, and can be reasonably considered independent and separate works in themselves, then this License, and its terms, do not apply to those sections when you distribute them as separate works. But when you distribute the same sections as part of a whole which is a work based on the Program, the distribution of the
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In addition, mere aggregation of another work not based on the Program with the Program (or with a work based on the Program) on a volume of a storage or distribution medium does not bring the other work under the scope of this License.
3. You may copy and distribute the Program (or a work based on it, under Section 2) in object code or executable form under the terms of Sections 1 and 2 above provided that you also do one of the following:
a. Accompany it with the complete corresponding machine-readable source code,
which must be distributed under the terms of Sections 1 and 2 above on a medium customarily used for software interchange; or,
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works. These actions are prohibited by law if you do not accept this License. Therefore, by modifying or distributing the Program (or any work based on the Program), you indicate your acceptance of this License to do so, and all its terms and conditions for copying, distributing or modifying the Program or works based on it.
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7. If, as a consequence of a court judgment or allegation of patent infringement or for any other reason (not limited to patent issues), conditions are imposed on you (whether by court order, agreement or otherwise) that contradict the conditions of this License, they do not excuse you from the conditions of this License. If you cannot distribute so as to satisfy simultaneously your obligations under this License and any other pertinent obligations, then as a consequence you may not distribute the Program at all. For example, if a patent license would not permit royalty-free redistribution of the Program by all those who receive copies directly or indirectly through you, then the only way you could satisfy both it and this License would be to refrain entirely from distribution of the Program.
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This section is intended to make thoroughly clear what is believed to be a consequence of the rest of this License.
8. If the distribution and/or use of the Program is restricted in certain countries either by patents or by copyrighted interfaces, the original copyright holder who places the Program under this License may add an explicit geographical distribution limitation excluding those countries, so that distribution is permitted only in or among countries not thus excluded. In such case, this License incorporates the limitation as if written in the body of this License.
9. The Free Software Foundation may publish revised and/or new versions of the General Public License from time to time. Such new versions will be similar in spirit to the present version, but may differ in detail to address new problems or concerns.
Each version is given a distinguishing version number. If the Program specifies a version number of this License which applies to it and "any later version", you have the option of following the terms and conditions either of that version or of any later version published by
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the Free Software Foundation. If the Program does not specify a version number of this License, you may choose any version ever published by the Free Software Foundation.
10. If you wish to incorporate parts of the Program into other free programs whose distribution conditions are different, write to the author to ask for permission. For software which is copyrighted by the Free Software Foundation, write to the Free Software Foundation; we sometimes make exceptions for this. Our decision will be guided by the two goals of preserving the free status of all derivatives of our free software and of promoting the sharing and reuse of software generally.
NO WARRANTY
11. BECAUSE THE PROGRAM IS LICENSED FREE OF CHARGE, THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
12. IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY MODIFY AND/OR REDISTRIBUTE THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS), EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest possible use to the public, the best way to achieve this is to make it free software which everyone can redistribute and change under these terms.
To do so, attach the following notices to the program. It is safest to attach them to the start of each source file to most effectively convey the exclusion of warranty; and each file should have at least the "copyright" line and a pointer to where the full notice is found; and one line to give the program's name and an idea of what it does.
Copyright (C) yyyy name of author
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This program is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.
You should have received a copy of the GNU General Public License along with this program; if not, write to the Free Software Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
Also add information on how to contact you by electronic and paper mail.
If the program is interactive, make it output a short notice like this when it starts in an interactive mode:
Gnomovision version 69, Copyright (C) year name of author
Gnomovision comes with ABSOLUTELY NO WARRANTY; for details type `show w'. This is free software, and you are welcome to redistribute it under certain conditions; type `show c' for details.
The hypothetical commands `show w' and `show c' should show the appropriate parts of the General Public License. Of course, the commands you use may be called something other than `show w' and `show c'; they could even be mouse-clicks or menu items--whatever suits your program.
You should also get your employer (if you work as a programmer) or your school, if any, to sign a "copyright disclaimer" for the program, if necessary. Here is a sample; alter the names:
Yoyodyne, Inc., hereby disclaims all copyright interest in the program `Gnomovision' (which makes passes at compilers) written by James Hacker.
signature of Ty Coon, 1 April 1989 Ty Coon, President of Vice
This General Public License does not permit incorporating your program into proprietary programs. If your program is a subroutine library, you may consider it more useful to permit linking proprietary applications with the library. If this is what you want to do, use the GNU Library General Public License instead of this License.
MAD
This product contains module MAD, which is distributed in accordance with the terms of the GNU General Public License version 2, provided below.
This product is licensed as described in “GNU GENERAL PUBLIC LICENSE” above.
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Revision history

June 2010
Standard 04.01. This document is up-issued to support Communication Server Release 7.0.
June 2009
Standard 03.02. This document is up-issued to support IP Softphone 2050 Release 3.3 with Communication Server Release 5.5 and later.
May 2009
Standard 03.01. This document is up-issued to support Communication Server Release 6.0.
July 2008
Standard 02.03. This document is up-issued to support IP Softphone 2050 Release 3.1.
Revision history
February 2008
Standard 02.02. This document is up-issued to add information to
the USB Headset Adapter features appear dimmed section. And
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Revision history
to add information on using the Reset button in the Profiles
section.
December 2007
Standard 02.01. This document is up-issued to support IP Softphone 2050 Release 3.
July 2007
Standard 01.02. This document is up-issued to update Input Modes.
May 2007
Standard 01.01. This document is issued to support Communication Server 1000 Release 5.0. This document contains information previously contained in the following legacy document, now retired: IP Softphone 2050 User Guide (NN­10300-054).
June 2006
Standard 4.00. This document is up-issued to reflect additional information about reserved keyboard keys.
March 2006
Standard 3.00. This document is up-issued to support Nortel Communication Server 1000 4.5, for the IP Softphone 2050 Version 2.
August 2005
Standard 2.00. This document is up-issued to support Nortel Communication Server 1000 4.5.
March 2005
Standard 1.00. This is the first issue of the document after removing MVC 2050.
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Contents

IP Softphone 2050 overview . . . . . . . . . . . . . . . . . . . . . . . . 17
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
IP Softphone 2050 Call Control window . . . . . . . . . . . . . . . 21
Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Call Control window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Call Control window elements and functions . . . . . . . . . . . . . 24
Hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
System tray icon and menu . . . . . . . . . . . . . . . . . . . . . . . . . . 28
IP Softphone 2050 Directories . . . . . . . . . . . . . . . . . . . . . . . 29
Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Contents
CS 1000 Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Installing and setting up the IP Softphone 2050 . . . . . . . . 34
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Installing the IP Softphone 2050 . . . . . . . . . . . . . . . . . . . . . . . 35
Managing contacts from the Local Directory . . . . . . . . . . 36
Adding contacts to a Local Directory . . . . . . . . . . . . . . . . . . . 36
Editing contacts in the Local Directory . . . . . . . . . . . . . . . . . . 37
Deleting contacts from the Local Directory . . . . . . . . . . . . . . . 37
Finding contacts in the Local Directory . . . . . . . . . . . . . . . . . . 38
Filtering a Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Dialing from the Local Directory . . . . . . . . . . . . . . . . . . . . . . . 39
Managing Groups in the Shortcut Bar . . . . . . . . . . . . . . . . . . 40
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Contents
Using the Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . 41
Linking to external directories . . . . . . . . . . . . . . . . . . . . . . . . . 42
Managing contacts from the CS 1000 Directory . . . . . . . . 47
Adding contacts to the Personal Directory . . . . . . . . . . . . . . . 47
Editing CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . . 48
Deleting CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . 49
Finding CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . . 49
Dialing from the Personal Directory . . . . . . . . . . . . . . . . . . . . 49
Dialing from the Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Dialing from the Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Managing IP Softphone 2050 calls . . . . . . . . . . . . . . . . . . . 51
Making telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Answering telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Incoming Call Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
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Holding and retrieving telephone calls . . . . . . . . . . . . . . . . . . 53
Using Record On Demand key . . . . . . . . . . . . . . . . . . . . . . . . 53
Hanging up telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Support for TAPI applications . . . . . . . . . . . . . . . . . . . . . . . . . 55
Viewing active status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
IP Softphone 2050 Expansion Module . . . . . . . . . . . . . . . . 58
Using the Expansion Module . . . . . . . . . . . . . . . . . . . . . . . . . 59
Working with Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
IP Softphone 2050 Graphical External Application Server 61
Configuring the GXAS plugin . . . . . . . . . . . . . . . . . . . . . . . . . 61
Starting the GXAS plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Selecting a GXAS application . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using the session window . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Contents
IP Softphone 2050 USB Headset Adapter . . . . . . . . . . . . . 63
Answering calls with the USB Headset Adapter . . . . . . . . . . . 65
Hanging up calls with the USB Headset Adapter . . . . . . . . . . 65
Adjusting the volume with the USB Headset Adapter . . . . . . 65
Muting a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Using the Smart Functions menu . . . . . . . . . . . . . . . . . . . . . . 66
Customizing the Smart Functions menu . . . . . . . . . . . . . . . . . 67
Custom Functions for Smart Functions menu . . . . . . . . . . . . 67
IP Softphone 2050 macros . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Entering a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Deleting a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Playing a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
IP Softphone 2050 menu commands . . . . . . . . . . . . . . . . . 72
Call Control window menu command . . . . . . . . . . . . . . . . . . . 72
IP Softphone 2050 Settings . . . . . . . . . . . . . . . . . . . . . . . . . 76
Opening the Settings window . . . . . . . . . . . . . . . . . . . . . . . . . 76
Using the Settings window . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
License Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Sound Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Hardware ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Advanced Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
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Contents
Listener IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Hot Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Text Replacements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Lamp Sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Key Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Expansion Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Personal Call Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Plantronics USB Bluetooth Headset . . . . . . . . . . . . . . . . . . . . 97
USB Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Control groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Accessibility Interface Menu . . . . . . . . . . . . . . . . . . . . . . . . . 102
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Navigating Control Groups and Menu Commands . . . . . . . . 102
Using hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Limitations of Accessibility Interface . . . . . . . . . . . . . . . . . . . 104
Configuring CS 1000 Directory user preferences . . . . . . 105
Choosing the language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Configuring the date and time . . . . . . . . . . . . . . . . . . . . . . . 106
Enabling the Call Timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Configuring Call Log options . . . . . . . . . . . . . . . . . . . . . . . . 106
Using Password Administration . . . . . . . . . . . . . . . . . . . . . . 110
IP Softphone 2050 Diagnostics . . . . . . . . . . . . . . . . . . . . . 113
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Using the IP Softphone 2050 diagnostics . . . . . . . . . . . . . . . 113
Contents
Troubleshooting the IP Softphone 2050 . . . . . . . . . . . . . . 115
Connectivity problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Audio problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Reset conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
USB Headset problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
TAPI problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
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Contents
16

IP Softphone 2050 overview

IP Softphone 2050 overview
The IP Softphone 2050 is a business telephone application that you can use to make and take calls over your computer. Using a headset or handset connected to your PC, you control calls with a click of the mouse pointer, from your PC keyboard, or from the USB Audio Adapter.
Designed to work with IP-based phone systems, the IP Softphone 2050 provides Voice over IP (VoIP) services using a telephony server and your Local Area Network (LAN) or Wide Area Network (WAN).
The server that supports your IP Softphone 2050 determines the features you can access, such as Call Conference, Call Transfer, and Call Forward.

Features

The IP Softphone 2050 supports the following features:
Twelve user-defined feature keys: six Programmable Line
(DN)/Feature Keys (self-labeled) and six lines/features accessed by
pressing the shift key
Four soft keys that provide access to a maximum of 10 features
Four-line display
Directory capabilities stored locally on your PC or linked to external directories, such as Lightweight Directory Access Protocol (LDAP), Microsoft Outlook, and Windows Address Book (WAB) contact management software
Communication Server (CS) 1000 Directory features (Personal Directory, Redial List, Callers List, and Password Administration) stored on the application server for systems running CS 1000 Release 4.0 or later software
One-click direct dialing from various windows and applications
Support for TAPI (Telephony Application Programming Interface)
Five specialized fixed keys:
— Directory
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IP Softphone 2050 overview
— Inbox (Message)
— Shift (Outbox)
— Services
— Expand
Dedicated call processing keys:
—Hold
— Goodbye
—Answer
—Volume
—Mute
—Navigation
— Message Waiting
User-selected ringer that lets the PC speakers or the headset ring for incoming calls
Choice of the following interfaces:
— 1100 series theme
— Compact black and silver themes
— Accessibility Interface for the visually impaired
Programmable hot keys that allow single key access to user­definable features
Supported languages include: Arabic, Chinese (Traditional and Simplified), Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Korean, Japanese, Latvian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish and Turkish.
Two input modes: Numeric, Alphabetic
Support for Bluetooth and standard USB headsets
Expansion Module (EM)
Graphical External Application Server (GXAS) capability
Drag and drop dialing
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IP Softphone 2050 overview
Macro functions available for programming long dialing patterns

Components

The IP Softphone 2050 supports six main components:
“Call Control window” on page 19
“Local Directory window” on page 19
“Settings window” on page 19
“System tray icon and menu” on page 20
“Expansion Module” on page 20
“i2050.exe application” on page 20

Call Control window

The IP Softphone 2050 Call Control window displays the line keys, feature buttons, and call display. Use this window to make and manage your telephone calls. You also use this window to access both your Local Directory and CS 1000 Directory features (Personal Directory, Application Server Administration, and Password Administration).
For more information about the Call Control window, see “IP Softphone 2050 Call Control window” on page 21.

Local Directory window

Use the Local Directory window to create, manage, and use a telephone directory stored on your local computer and to access external directories, such as LDAP, Outlook, and WAB.
For more information about the Local Directory, see “Local Directory” on page 29.

Settings window

Use the Settings window—a series of dialog boxes—to set up the various IP Softphone 2050 features.
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IP Softphone 2050 overview
For information about opening the Settings window, see “IP Softphone 2050 Settings” on page 76.

System tray icon and menu

You can right-click the IP Softphone 2050 system tray icon—located at
the right side of the Windows taskbar at the bottom of your screen—to make and manage calls.

Expansion Module

Use the Expansion Module (EM) to display the status of pre-programmed lines for other IP Phones on the network.
For more information, see “IP Softphone 2050 Expansion Module” on page 58.

i2050.exe application

The i2050.exe application lets the IP Softphone 2050 communicate with the server. This process appears as long as the IP Softphone 2050 icon appears in the system tray.
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IP Softphone 2050 Call Control window

IP Softphone 2050 Call Control window
The IP Softphone 2050 Call Control window supports the 1100 theme— designed to look and feel like the desktop IP Phone 1100 series—as well as an additional two compact themes, available in black and silver. The IP Softphone 2050 also supports an Accessibility Interface for visually impaired users.
To open the IP Softphone 2050 Call Control window:
1. From your desktop PC, select Start.
2. Select Programs.
3. Select Nortel > IP Softphone 2050 > IP Softphone 2050.

Accessibility Interface

To open the IP Softphone 2050 Accessibility Interface from the Call Control window:
1. From your desktop PC, select Start > Programs > Nortel >
IP Softphone 2050 > IP Softphone 2050.
The Call Control window appears.
2. Click the Menu button.
3. Select File > Settings > Theme.
4. Select Accessibility Interface. Note: If the IP Softphone 2050 is running, you must exit and restart
for the change to the Accessibility Interface to take effect.
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IP Softphone 2050 Call Control window

Call Control window

The Call Control window (see Figure 1 below and Figure 2 on page 23) includes the standard features that let you make and manage telephone calls.
For information about the elements of the Call Control window, see Table 1 on page 24.
Figure 1: Call Control Window—1100 series theme
Menu button
Line keys
Navigation arrows
Quit
Services
Copy
Volume up
Volume down
Mute
Speaker
Line keys Display
Soft keys
Inbox/Messages Outbox/Shift
Directory
Release Expand
Answer Hold
Dialpad
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IP Softphone 2050 Call Control window
Figure 2: Call Control Window—Compact theme (silver)
Display
Soft keys
Line keys
Volume keys
Mute
Directory
Inbox/ Messages
Outbox/Shift
Quit
Navigation arrows
Answer Hold Release
Dialpad
Speaker
Expand Services
Copy

Accessibility Interface

The Accessibility Interface works with JAWS® for Windows from Freedom Scientific—screen reading software that lets visually impaired users access the full range of IP Softphone 2050 features. The Accessibility Interface has been tested on JAWS® Version 5.0. The screen is divided into four groups of controls: Display, Line and Feature, Date and Time, and Indicators.
Menu Command options in the Accessibility Interface match those in the standard Call Control window.
High Contrast Mode is a Microsoft Windows feature that increases legibility for visibly impaired users by increasing screen contrast. Activate
this feature by navigating to Start > Control Panel > Accessibility
Options > Display and selecting the High Contrast checkbox.
For more information about navigating the Accessibility control groups and Menu Command options, see “Accessibility Interface” on page 101.
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IP Softphone 2050 Call Control window

Call Control window elements and functions

Table 1 describes the elements and functions of the Call Control window.
Table 1: IP Softphone 2050 components and functions (Part 1 of 3)
Element Function
Primary display To provide call information (such as Caller ID)
and instructions for using certain soft key features.
When idling, the telephone displays only the date and time.
Soft keys To access server-definable features, such as
Transfer (for connecting calls to other people), Conference (for group calls), and so on.
To select a feature, click one of the four available soft-labelled soft keys, and then follow the instructions on the display.
Available soft key features vary, depending on:
Your current task: the features available at any time depend on your current call activity.
Server support: IP Softphone 2050 functionality depends on communication server configuration.
Note: To view additional features, click the
More soft key.
Call/Answer To make or answer a call.
Copy To copy contact information from CS 1000
Directory features.
Quit To quit a network service or feature.
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IP Softphone 2050 Call Control window
Table 1: IP Softphone 2050 components and functions (Part 2 of 3)
Element Function
To scroll through menus and lists in the display area.
Navigation arrows
Use the Send/Enter key at the center of the navigation cluster to confirm menu selection (1100 series theme only).
Volume
To increase or decrease the volume.
decrease
increase
Headset To answer and make calls using the headset.
Handsfree To answer and make calls using the handsfree
speaker.
Mute Mute key functionality is enabled or disabled by
your system administrator. Contact your system
administrator to determine if your Mute key is
enabled.
If Mute key is enabled, click the Mute key to
mute the headset and listen to the receiving party
without transmitting. Click the Mute key again to
return to two-way conversation.
Note: If Mute key is not enabled, clicking the
Mute key places the call on hold. Click the Mute key again to restore the active call or
click the line key to restore the active call. You cannot retrieve this call from hold by clicking the Hold key.
The handset display indicates the Mute status
(Mute On or Mute Off).
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IP Softphone 2050 Call Control window
Table 1: IP Softphone 2050 components and functions (Part 3 of 3)
Element Function
Hold To place an active call on hold.
The feature key label for the line on hold displays a flashing icon to indicate that the call is on hold.
Return to the call by clicking the Line button of the call on hold.
Release To terminate an active call.
Line keys To access one of six programmable Line keys.
These keys can represent line appearances, DNs, or features.
The communication server provides the labels that appear on these keys.
Dialpad To dial a telephone number. Use your mouse
pointer to click the numbers you want to enter.
Directory To access CS 1000 Directory features.
Depending on how the system administrator sets up this service, use this button to access Personal Directory or other server-based directory services.
You can use CS 1000 Directory features to place a call. The call is placed on your prime line, unless you select a different line.
Services To access a list of network services.
Expand To access Graphical External Application Server
(GXAS) applications.
To access voice mail applications.
Msg/Inbox
Shift/Outbox To access voice mail applications and toggle
between feature key displays.
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IP Softphone 2050 Call Control window

Hot keys

You can assign keyboard hot keys to access the full range of Call Control
window functions and menu options.
“Adding a hot key” on page 27
“Removing a hot key” on page 28

Adding a hot key

To add a new hot key:
1. Open the Settings window. For information about opening the
Settings window, see “Opening the Settings window” on page 76.
2. Select Hot Keys.
3. Choose the feature group that you want to access: Buttons, Menu, or Select Fields (Accessibility Interface only).
4. From the Items list, select the feature to which you want to assign a
hot key.
5. Under Press a new shortcut key, enter the key combination—“Alt +
Ctrl + V”, for example—that you want as your hot key.
6. Click Assign. Note: If the key combination is already taken, the previously assigned
feature appears in the Shortcut Key Currently Used By text box.
Note: To activate an item using the Select Fields feature group, click
Enter.
To assign a hot key, you can enter any keyboard key combination except for the following:
•A to Z
Shift-A to Shift-Z
Alt-A to Alt-Z
0 to 9
Alt+0 to Alt+9
Asterisk (*)
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IP Softphone 2050 Call Control window
Number sign (#)
Up, down, left, and right arrow keys
Shift+Up, Shift+Down
PageUp, PageDn
Alt+F1 to Alt+F12
F1, Shift+F1,Ctrl+F1, Ctrl+Alt+F1, Ctrl+Alt+Shift+F1
Space bar

Removing a hot key

To remove a hot key:
1. Open the Settings window. For information about opening the
Settings window, see “Opening the Settings window” on page 76.
2. Select Hot Keys.
3. Choose the feature group that you want to access: Buttons, Menu, or Fields (Accessibility Interface only).
4. From the Items list, select the feature from which you want to remove
a hot key.
5. Click Remove.

System tray icon and menu

Use the IP Softphone 2050 system tray icon menu to manage phone calls and messages without opening the Call Control window.
To access the menu, right-click the IP Softphone 2050 icon in the Windows taskbar system tray. From this menu, you can make, answer, and manage your calls, as well as access macros and features.
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IP Softphone 2050 Directories

IP Softphone 2050 Directories
The IP Softphone 2050 uses two directories for maintaining and accessing contacts: the Local Directory, stored on your local hard drive, and the CS 1000 Directory, stored on your server.
“Local Directory” on page 29
“CS 1000 Directory” on page 30

Local Directory

The IP Softphone 2050 Local Directory lets you store as many phone directories on your computer as you need. You can use the Shortcut Bar to organize your contacts into smaller groups of shortcut links.
You can use the Local Directory to:
Link to external directories such as Outlook, Act, and LDAP.
Dial from external directories.
Save contacts locally to your computer.
Filter long directories so they are easier to use.
Note: Do not confuse the IP Softphone 2050 Local Directory with the CS 1000 Directory (accessible by clicking Directory on the
toolbar).
The Shortcut Bar on the left side of the window lists all groups of shortcut links, including:
Local Directory—main directory contacts
Quick Dials—a built-in group for selecting shortcuts to contacts
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IP Softphone 2050 Directories

Opening a Local Directory from the Call Control window

To open a Local Directory:
1. Click the Menu button and select View > Local Directory.
2. Select one of the following:
— On the Shortcut Bar, select Directories > Local Directory. — On the menu, select View > Local Directory.
Note: To open a previously accessed Local Directory, select File >
Recent Local Directories, and then select the Local Directory you
want to open.
For information about managing contacts and making calls from the Local Directory, see “Managing contacts from the Local Directory” on page 36.

CS 1000 Directory

The CS 1000 Directory maintains contact information and server­supported features in a remote, central database called the Application Server. Accessible from the IP Softphone 2050 Call Control window, the CS 1000 Directory supports the following features:
Personal Directory
Redial List
Callers List
Note: Redial List and Callers List are Call Log features. The system
generates the content of the Redial List and the Callers List during call processing. You can delete individual entries or the entire directory in the Redial List and the Callers List, but you cannot add an entry or permanently change the content of an entry.

Personal Directory

You control your own Personal Directory. Use the Personal Directory to create and store up to 100 entries. You can edit, copy, or delete individual entries, or delete the entire list. You can also copy entries from other
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