Nortel Networks SOFTPHONE 2050 User Manual 2

Nortel Communication Server 1000

IP Softphone 2050

User Guide

Revision history

May 2007

Standard 01.02. 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.

Revision history

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.

Revision history

IP Softphone 2050 overview . . . . . . . . . . . . . . . . . . . . . . . . 13

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Call Control window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Local Directory window . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Settings window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

System tray icon and menu . . . . . . . . . . . . . . . . . . . . . . . 15

i2050.exe application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

IP Softphone 2050 Call Control window . . . . . . . . . . . . . . . 17

Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Call Control window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Call Control window elements and functions . . . . . . . . . . . . . 20

Contents

Hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Adding a hot key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Removing a Hot Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

System tray icon and menu . . . . . . . . . . . . . . . . . . . . . . . . . . 24

IP Softphone 2050 Directories . . . . . . . . . . . . . . . . . . . . . . . 25

Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Opening a Local Directory from the Call Control window . 25

CS 1000 Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Personal Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Opening CS 1000 Directory features . . . . . . . . . . . . . . . . 28

Password Administration . . . . . . . . . . . . . . . . . . . . . . . . . 28

Application Server Administration . . . . . . . . . . . . . . . . . . 28

Contents

Installing and setting up the IP Softphone 2050 . . . . . . . . 29

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Supported operating systems . . . . . . . . . . . . . . . . . . . . . 29

Nortel USB Audio Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Installing the IP Softphone 2050 . . . . . . . . . . . . . . . . . . . . . . . 30

Installing the USB Headset Kit . . . . . . . . . . . . . . . . . . . . . . . . 31

Managing contacts from the Local Directory . . . . . . . . . . 32

Adding contacts to a Local Directory . . . . . . . . . . . . . . . . . . . 32

Editing contacts in the Local Directory . . . . . . . . . . . . . . . . . . 33

Deleting contacts from the Local Directory . . . . . . . . . . . . . . . 34

Finding contacts in the Local Directory . . . . . . . . . . . . . . . . . . 34

Filtering a Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Dialing from the Local Directory . . . . . . . . . . . . . . . . . . . . . . . 35

Dialing from the Redial List in the Local Directory . . . . . . . . . 36

Dialing from the Callers List in the Local Directory . . . . . . . . . 36

Managing Groups in the Shortcut Bar . . . . . . . . . . . . . . . . . . 37

Using the Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . 38

Properties — General tab . . . . . . . . . . . . . . . . . . . . . . . . 39

Properties — Details tab . . . . . . . . . . . . . . . . . . . . . . . . . 39

Properties — Notes tab . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Properties — Settings tab . . . . . . . . . . . . . . . . . . . . . . . . 39

Linking to external directories . . . . . . . . . . . . . . . . . . . . . . . . . 39

Linking to the LDAP directory . . . . . . . . . . . . . . . . . . . . . . 40

Linking to Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Linking to Windows Address Book directory . . . . . . . . . . 42

Adding external contacts to the Local Directory . . . . . . . . 42

Managing contacts from the CS 1000 Directory . . . . . . . . 44

Adding contacts to the Personal Directory . . . . . . . . . . . . . . . 44

Editing CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . . 45

Contents

Making temporary edits to contacts . . . . . . . . . . . . . . . . . 45

Deleting CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . 46

Finding CS 1000 Directory contacts . . . . . . . . . . . . . . . . . . . . 46

Dialing from the Personal Directory . . . . . . . . . . . . . . . . . . . . 46

Dialing from the Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Dialing from the Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Managing IP Softphone 2050 calls . . . . . . . . . . . . . . . . . . . 48

Making telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Answering telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Holding and retrieving telephone calls . . . . . . . . . . . . . . . . . . 49

Hanging up telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . 49

IP Softphone 2050 USB Headset Adapter . . . . . . . . . . . . . 50

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Answering calls with the USB Headset Adapter . . . . . . . . . . . 52

Hanging up calls with the USB Headset Adapter . . . . . . . . . . 52

Adjusting the volume with the USB Headset Adapter . . . . . . 52

Muting a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Using the Smart Functions menu . . . . . . . . . . . . . . . . . . . . . . 53

Customizing the Smart Functions menu . . . . . . . . . . . . . . . . . 54

Custom Functions for Smart Functions menu . . . . . . . . . . . . 54

IP Softphone 2050 macros . . . . . . . . . . . . . . . . . . . . . . . . . . 57

About macros with the IP Softphone 2050 . . . . . . . . . . . . . . . 57

Entering a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Deleting a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Playing a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

IP Softphone 2050 menu commands . . . . . . . . . . . . . . . . . 59

Call Control window menu command . . . . . . . . . . . . . . . . . . . 59

Contents

Using the File menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Using the Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Using the Keys menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Using the View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Using the Help menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

IP Softphone 2050 Settings . . . . . . . . . . . . . . . . . . . . . . . . . 62

Opening the Settings window . . . . . . . . . . . . . . . . . . . . . . 62

Using the Settings window . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Creating new profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Removing profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Modifying profile names . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Selecting profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Exporting profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Importing profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Using DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Using IP addresses and DNS names . . . . . . . . . . . . . . . . 67

Restoring defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Resetting the connection . . . . . . . . . . . . . . . . . . . . . . . . . 68

Skin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Sound Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Headset or handset device . . . . . . . . . . . . . . . . . . . . . . . 70

Han

dsfree/Ringing/Paging Device . . . . . . . . . . . . . . . . . . 70

Hardware ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

MAC addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Selecting MAC addresses . . . . . . . . . . . . . . . . . . . . . . . . 72

Advanced Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Contents

Using NetEQ (Global IP Sound) . . . . . . . . . . . . . . . . . . . . 72

Overriding communication server values . . . . . . . . . . . . . 72

Listener IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Hot Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Text Replacements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Lamp Sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Key Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Phone number dialog box . . . . . . . . . . . . . . . . . . . . . . . . 77

Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Personal Call Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

USB Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Selecting the headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Setting external lamp controls . . . . . . . . . . . . . . . . . . . . . 80

Using the backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Conf

iguring Smart Functions . . . . . . . . . . . . . . . . . . . . 82

Accessibility Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Control groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Line and Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Accessibility Interface Menu . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Navigating Control Groups and Menu Commands . . . . . . . . . 84

Navigating Control groups . . . . . . . . . . . . . . . . . . . . . . . . 84

Navigating Menu Commands . . . . . . . . . . . . . . . . . . . . . . 85

Using hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Contents

Setting CS1000 Directory user preferences . . . . . . . . . . . . 86

Setting your language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Setting the date and time . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Enabling the Call Timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Setting Call Log options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Logging all/unanswered incoming calls . . . . . . . . . . . . . . 88

New call indication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Preferred name match . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Area code setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Name display format . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Using Password Administration . . . . . . . . . . . . . . . . . . . . . . . 90

Enabling Password Protection . . . . . . . . . . . . . . . . . . . . . 91

Changing your personal password . . . . . . . . . . . . . . . . . . 92

Troubleshooting the IP Softphone 2050 . . . . . . . . . . . . . . . 94

Connectivity problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Communication server is unreachable . . . . . . . . . . . . . . . 94

Connection is reinitializing . . . . . . . . . . . . . . . . . . . . . . . . 95

Authorization failed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Unable to retrieve communication server parameters from

DHCP server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Service denied . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Audio problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Basic audio operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

One-way audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Broken or choppy speech . . . . . . . . . . . . . . . . . . . . . . . . 98

Windows sound plays from the headset . . . . . . . . . . . . 100

Advanced audio problems due to network performance 100

Reset conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

USB Headset problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Headset not functioning . . . . . . . . . . . . . . . . . . . . . . . . . 101

USB Headset Adapter features appear dimmed . . . . . . 102

Contents

Cannot hear audio through headset . . . . . . . . . . . . . . . . 103

Sound still comes out of my computer speakers . . . . . . 103

Directory problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Contents

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

• 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 4.5 software

• One-click direct dialing from various windows and applications

• Five specialized fixed keys:

— Directory

— Inbox (Message)

IP Softphone 2050 overview

— 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:

— 1140 skin

— Compact black and silver skins

— Accessibility Interface for the visually impaired

• Programmable hot keys that allow single key access to userdefinable features

• Supported languages including: English, French, Swedish, Danish, Norwegian, German, Dutch, Portuguese, Czech, Finnish, Hungarian, Italian, Polish, Russian, Spanish, Turkish, Japanese, Latvian, Korean, Traditional Chinese, Simplified Chinese, Hebrew, Arabic and Greek.

• Three input modes: Digit, Alpha, and Native

• Macro functions available for programming long dialing patterns

Components

The IP Softphone 2050 supports five main components:

IP Softphone 2050 overview

• “Call Control window” on page 15

• “Local Directory window” on page 15

• “Settings window” on page 15

• “System tray icon and menu” on page 15

• “i2050.exe application” on page 16

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, Redial List, Callers List, Application Server Administration, and Password Administration).

For more information about the Call Control window, see

“IP Softphone 2050 Call Control window” on page 17.

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 25.

Settings window

Use the Settings window—a series of dialog boxes—to set up the various IP Softphone 2050 features.

For information about opening the Settings window, see

“IP Softphone 2050 Settings” on page 62.

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.

IP Softphone 2050 overview

i2050.exe application

The i2050.exe application lets the IP Softphone 2050 communicate with the server. It launches when you start the IP Softphone 2050 but remains hidden in the background. To verify that the i2050.exe is running, open the Windows Task Manager. To view the i2050.exe process, select

Processes from the Task Manager window. The process appears as long

as the IP Softphone 2050 icon appears in the system tray.

IP Softphone 2050 Call Control window

The IP Softphone 2050 Call Control window supports the 1140 skin— designed to look and feel like the desktop IP Phone 1140—as well as an additional two compact skins, 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. Select File > Settings > Skin.

3. 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.

IP Softphone 2050 Call Control window

Call Control window

The Call Control window (see Figure 1 below and Figure 2 on page 19) 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 20.

Figure 1: Call Control Window—1140

Line keys

Navigation arrows

Quit

Services

Copy

Volume up

Volume down

Mute

Speaker

Line keys

Display

Soft keys

Inbox/Messages Outbox/Shift

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.

For more information about navigating the Accessibility control groups and Menu Command options, see “Accessibility Interface” on page 83.

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.

Copy To copy contact information from CS 1000

Directory features.

Quit To quit a network service or feature.

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 (1140 skin only).

Volume

To increase or decrease the headset volume.

decrease

increase

Mute To listen to the receiving party without

transmitting.

To return to a two-way conversation, click the

Mute button again.

The mute button mutes the headset microphone.

Answer To answer and make calls.

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.

IP Softphone 2050 Call Control window

Table 1: IP Softphone 2050 components and functions (Part 3 of 3)

Element Function

Directory To access CS 1000 Directory features.

Depending on how the system administrator sets up this service, use this button to access any of the following: Personal Directory, Redial List, Callers List features, or some other server-based directory service.

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 Feature reserved for future use.

To access your messages or return a call.

Inbox/Messages

Outbox/Shift To toggle between feature key displays.

Speaker To answer and make calls using the handsfree

speaker

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

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 62.

2. Select Hot Keys.

3. Choose the feature group that you want to access: Buttons, Menu, or Select Fields (Accessibility Interface only).

IP Softphone 2050 Call Control window

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.

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 (*)

• 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 62.

2. Select Hot Keys.

3. Choose the feature group that you want to access: Buttons, Menu, or Fields (Accessibility Interface only).

IP Softphone 2050 Call Control window

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.

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

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

• Redial List—most recent calls made

• Callers List—most recent calls received

• Quick Dials—a built-in group for selecting shortcuts to contacts

Opening a Local Directory from the Call Control window

To open a Local Directory:

1. On the Call Control window, select View > Local Directory.

2. Select one of the following:

IP Softphone 2050 Directories

— 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 32.

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 applications to the Personal Directory (or from the Personal Directory to other applications).

An entry can contain any of the following:

• Last name (up to 24 characters)

• First name (up to 24 characters)

IP Softphone 2050 Directories

• DN at work (up to 31 characters)

• DN at home (up to 31 characters)

• Cell phone (up to 31 characters)

• Pager (up to 31 characters)

Callers List

The Callers List can contain up to 100 entries. When the list is full, the system overwrites the oldest entry.

In Directory View mode, the caller’s name displays along with the Callers List entry count. Entries in the Callers List are sorted by Call Log time. The first entry you see is the first new entry. If you press the down navigation key, more new items in the Callers List display. If you press the up navigation key, older items in the list display.

The following list describes the contents of a Callers List entry:

• Last name (24 characters)

• First name (24 characters)

• DN (31 characters)

• Time/date

• Number of calls

Redial List

The Redial List can contain up to 20 entries. When the list is full, the system overwrites the oldest entry.

In Directory View mode, the number you dialed displays. Redial List content updates when you dial out. Entries in the Redial List are sorted by Call Log time. The oldest entry appears at the beginning of the list. To access the oldest entry, click the down navigation key. To access the newest entry, click the up navigation key.

A Redial List entry can contain any of the following:

• User name (up to 24 characters)

• DN (up to 31 characters)

IP Softphone 2050 Directories

• Time of the last call occurrence

• Time/date

Opening CS 1000 Directory features

To open the Personal Directory, Redial List, or Callers List:

1. From the Call Control window, click Directory.

2. Scroll and select an item from the following list:

— Personal Directory

— Callers List

— Redial List

— Password Administration

The Personal Directory, Redial List, and Callers List features have a oneminute time-out control period. If the application rests idle for one minute during any of the operations, the directory feature closes and your IP Softphone 2050 returns to the idle state.

For information about managing contacts or making calls from the CS1000 Directory, see “Managing contacts from the CS 1000

Directory” on page 44.

Password Administration

For information about using and setting Password Administration, see

“Using Password Administration” on page 90.

Application Server Administration

Using the Application Server Administration feature, your system administrator can:

• Back up and restore the database

• Manage user profiles

For information about setting user preferences for CS 1000 Directory features, see “Setting CS1000 Directory user preferences” on

page 86.

Installing and setting up the IP Softphone 2050

System requirements

To use the Nortel IP Softphone 2050, you require:

• Pentium-compatible CPU (200 MHz or higher)

• 128 Mbytes RAM or higher for Microsoft Windows 2000

• 256 Mbytes RAM or higher for Windows XP

• 55 Mbytes or higher free hard drive space (all languages)

• 800X600 or higher resolution monitor (16-bit color)

• Universal Serial Bus (USB) port (version 1.1 or 2.0)

• Nortel Enhanced USB Adapter (desktop) or Nortel Mobile USB Adapter (mobile)

Supported operating systems

To use the IP Softphone 2050, you must have one of the following operating systems:

• Microsoft Windows XP

• Microsoft Windows XP Professional Service Pack 1

• Microsoft Windows XP Professional Service Pack 2

• Microsoft Windows 2000 Professional

• Microsoft Windows 2000 Professional Service Pack 1

• Microsoft Windows 2000 Professional Service Pack 2

• Microsoft Windows 2000 Professional Service Pack 3

• Microsoft Windows 2000 Professional Service Pack 4

Installing and setting up the IP Softphone 2050

Nortel USB Audio Kit

The USB Audio Kit lets you hear and speak with your callers. To ensure proper IP Softphone 2050 functionality, use only the following Nortelsupported (or compatible) USB audio kits:

• Nortel Enhanced USB Adapter (desktop)

• Nortel Mobile USB Adapter (mobile)

• Algo Analog Terminal Adapter (compatible)

The Nortel USB Audio Kit includes:

• USB Headset Adapter (desktop or mobile)

• Installation Guide (English and French)

• USB cord

Some kits also include a headset.

The Algo Analog Terminal Adapter (ATA) is a USB adapter that lets you use analog terminals instead of headsets. With an Algo ATA users can, for example, use a cordless handset with their IP Softphone 2050.

Note: The IP Softphone 2050 is compatible with the Algo ATA. For support, see www.algosolutions.com.

Installing the IP Softphone 2050

For information about installing the IP Softphone 2050, see IP Phones Fundamentals (NN43001-368) or consult your system administrator.

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