NEC SV-8100 Applications

Text of the manual

Table of Contents

Chapter 1 Introduction to Desktop Applications Section 1 Introduction...................................................................................1-1 Section 2 Overview........................................................................................1-1 Section 3 Installation Considerations .........................................................1-2 3.1 Standalone Configuration ....................................................................... 1-2 3.2 Standalone with 3rd-Party Shared Services ........................................... 1-2 3.3 O&M (Operation and Maintenance) ........................................................ 1-3 3.4 Remote Connections .............................................................................. 1-3 Section 4 System Requirements..................................................................1-5 4.1 Minimum PC Requirements .................................................................... 1-5 4.2 Supported Operating Systems ............................................................... 1-5 Chapter 2 Installation Section 1 Installation Steps..........................................................................2-2 Section 2 SV8100 Desktop Applications System Programming.............2-27 Section 3 Configuration Wizard .................................................................2-30 3.1 Configuration Startup ............................................................................ 2-30 3.2 Configuration Wizard, Screen 1 ............................................................ 2-31 3.3 Configuration Wizard, Screen 2 ............................................................ 2-33 3.4 Configuration Wizard, Screen 3 ............................................................ 2-35

Table of Contents

___________________________________________________________________________________ Issue 1.0 SV8100 ___________________________________________________________________________________ Chapter 3 Desktop Application Startup Section 1 Full Window Mode ........................................................................3-2 1.1 Title Bar and Main Menu ........................................................................ 3-3 1.2 Function Toolbar .................................................................................... 3-4 1.3 Active Call List ........................................................................................ 3-5 1.3.1 Active Call List Format ........................................................................... 3-5 1.3.2 Active Call List Operations .................................................................... 3-6 1.4 BLF/DSS Area ........................................................................................ 3-6 1.4.1 BLF/DSS Tabs ....................................................................................... 3-7 1.4.1.1 BLF/DSS Programming .......................................................... 3-7 1.4.1.2 BLF Button Design .................................................................. 3-7 1.4.1.3 BLF/DSS Layout ..................................................................... 3-7 1.4.1.4 BLF/DSS Operations .............................................................. 3-8 1.4.1.5 Trunks Tab ............................................................................ 3-10 1.4.1.6 Speed Dial Tab ..................................................................... 3-10 Section 2 Toolbar Mode ..............................................................................3-10 2.1 Dial String Field .................................................................................... 3-11 2.2 Call Status Area ................................................................................... 3-11 2.3 Dial/Hangup Button .............................................................................. 3-12 2.4 Speed Dial List ..................................................................................... 3-12 2.5 File Button ............................................................................................ 3-13 2.6 Hold Button ........................................................................................... 3-14 2.7 Function Toolbar .................................................................................. 3-14 Section 3 Compact Phone Mode................................................................3-16 3.1 Closed Phone Mode ............................................................................. 3-16 3.2 Open Phone – Dial View ...................................................................... 3-18

Open Phone – Directory View .............................................................. 3-20

3.4 Open Phone – Menu View .................................................................... 3-22 3.5 Open Phone – Call Log View ............................................................... 3-24 3.6 Compact Phone Video Call .................................................................. 3-25 Section 4 Emulation Phone Mode..............................................................3-26 4.1 Emulation Phone Base Module ............................................................ 3-27 4.2 Emulation Phone Add-On Module ........................................................ 3-28 4.3 Emulation Phone DSS Module ............................................................. 3-29 Chapter 4 Toolbar Functions Section 1 Toolbar Functions ........................................................................4-1 1.1 Answer .................................................................................................... 4-2 1.2 Hold ........................................................................................................ 4-2 1.3 Transfer .................................................................................................. 4-2 1.3.1 Transfer Call – Start ...............................................................................4-3 1.3.2 Transfer Call – Blind ..............................................................................4-3 1.3.3 Transfer Call – Cancel ...........................................................................4-3 1.4 Hang Up ................................................................................................. 4-3 1.5 Dial ......................................................................................................... 4-4 1.5.1 Dial – Start .............................................................................................4-4 1.5.2 Dial – Cancel .........................................................................................4-4 1.6 Conference ............................................................................................. 4-5 1.6.1 Conference Call – Start .........................................................................4-5 1.6.2 Conference Call – Cancel ......................................................................4-6 1.7 Record .................................................................................................... 4-6 1.8 Page ....................................................................................................... 4-7

Table of Contents

___________________________________________________________________________________ Issue 1.0 SV8100 ___________________________________________________________________________________ 1.9 Park ........................................................................................................ 4-8 1.10 Unpark .................................................................................................... 4-8 1.11 Night Mode ............................................................................................. 4-9 1.12 Barge In ................................................................................................ 4-10 1.13 Directed Call Pickup ............................................................................. 4-11 1.14 Group Call Pickup ................................................................................ 4-11 1.15 Pickup Other Group .............................................................................. 4-12 1.16 Last Number Redial .............................................................................. 4-12 1.17 Voice Over ............................................................................................ 4-12 1.18 Call Redirect ......................................................................................... 4-13 1.19 Call Forward ......................................................................................... 4-13 1.20 Do Not Disturb (DND) ........................................................................... 4-14 1.21 Custom Message ................................................................................. 4-15 1.22 Background Music ................................................................................ 4-16 1.23 Auto Callback ....................................................................................... 4-16 1.24 Video .................................................................................................... 4-17 1.24.1 Show Video ......................................................................................... 4-17 1.24.2 Hide Video ........................................................................................... 4-17 1.24.3 Pause Video ........................................................................................ 4-18 1.24.4 Send Video .......................................................................................... 4-18 1.24.5 End Video ............................................................................................ 4-18 1.24.6 Add Member ........................................................................................ 4-18 1.24.7 Resize Video ....................................................................................... 4-19 1.25 Whiteboard ........................................................................................... 4-19 1.26 Application Sharing .............................................................................. 4-21 1.27 Chat ...................................................................................................... 4-23 1.28 FTP ....................................................................................................... 4-25

Switch Login Mode ............................................................................... 4-27

1.30 Add Note ............................................................................................... 4-27 Section 2 Directory View.............................................................................4-28 2.1 Opening the Directory View .................................................................. 4-28 2.1.1 Title Bar and Main Menu ......................................................................4-29 2.1.2 Function Toolbar ..................................................................................4-30 2.1.3 Search Area .........................................................................................4-32 2.1.4 Table Viewer ........................................................................................4-32 2.2 Company Directory ............................................................................... 4-34 2.2.1 Adding a new entry to the Directory .....................................................4-34 2.2.2 Modifying an entry in the Directory ......................................................4-36 2.2.3 Deleting an entry from the Directory ....................................................4-36 2.2.4 Printing the Directory ...........................................................................4-37 2.3 Contacts/Personal Lists ........................................................................ 4-37 2.3.1 Adding a new entry to the Contacts/Personal List ...............................4-37 2.3.2 Modifying an entry in the Contacts/Personal List .................................4-38 2.3.3 Deleting an entry from the Contacts/Personal List ..............................4-38 2.3.4 Printing the Directory ...........................................................................4-39 Section 3 Call Log View ..............................................................................4-39 3.1 Opening the Call Log ............................................................................ 4-39 3.1.1 Title Bar and Main Menu ......................................................................4-40 3.1.2 Filter Toolbar ........................................................................................4-41 3.1.3 Record Viewer .....................................................................................4-41 3.2 Playing Back a Recorded Telephone Conversation ............................. 4-42 3.3 Deleting a Record from the Call Log .................................................... 4-43 3.4 Printing the Call Log ............................................................................. 4-43

Table of Contents

___________________________________________________________________________________ Issue 1.0 SV8100 ___________________________________________________________________________________ 3.5 Archiving the Call Log .......................................................................... 4-43 Chapter 5 Application Level Configuration Section 1 Preferences Menu.........................................................................5-1 Section 2 Preferences – General..................................................................5-2 Section 3 Preferences – BLF/DSS................................................................5-4 Section 4 Preferences – Recording .............................................................5-6 Section 5 Preferences – Personal Greeting................................................5-7 Section 6 Preferences – Playback ...............................................................5-9 Section 7 Preferences – Tool Buttons.......................................................5-11 Section 8 Preferences – Active Call List ...................................................5-12 Section 9 Preferences – Screen Pop .........................................................5-14 Section 10 Preferences – Shortcuts ............................................................5-16 Section 11 Preferences – Dialing Rules ......................................................5-18 Section 12 Preferences – Telephony Settings............................................5-20 Section 13 Preferences – Voice Mail ...........................................................5-22 Section 14 Preferences – Trunk Settings....................................................5-23 Section 15 Preferences – Video Settings....................................................5-25 Section 16 Preferences – Phone Image.......................................................5-27

Configuration .......................................................................................... 6-2

1.2 Activation ................................................................................................ 6-3 Section 2 Shared Directory...........................................................................6-4 Section 3 Shared Contact List......................................................................6-4 Section 4 Centralised BLF Monitoring ........................................................6-4 Section 5 Common Trunk Labeling .............................................................6-4 Section 6 Quick Messaging ..........................................................................6-4 6.1 Sending and Receiving Quick Messages ............................................... 6-5 6.2 Tracking Quick Messages ...................................................................... 6-7 6.3 Configuring Quick Messages ..................................................................6-8 Section 7 Phone Messaging .........................................................................6-9 7.1 Sending and Receiving Phone Messages .............................................. 6-9 7.2 Tracking Phone Messages ................................................................... 6-10 7.3 Configuring Phone Messages .............................................................. 6-10 Chapter 7 Desktop Registration and Soft Phone Override Section 1 Registration Types .......................................................................7-1 Section 2 Service Conditions .......................................................................7-3 Appendix A Features by License Level

Table of Contents

___________________________________________________________________________________ Issue 1.0 SV8100 ___________________________________________________________________________________

List of Figures

Figure 1-1 Desktop Connections .................................................................................................1-4 Figure 2-1 NEC Applications Installation Window .......................................................................2-2 Figure 2-2 Install or Uninstall Options ..........................................................................................2-3 Figure 2-3 Application Selection to Install or Remove .................................................................2-4 Figure 2-4 IP Address for CPU Connection Settings ...................................................................2-5 Figure 2-5 Confirm Actions Window ............................................................................................2-6 Figure 2-6 Accept License Agreement ........................................................................................2-7 Figure 2-7 NEC Desktop Suite Setup Wizard ..............................................................................2-8 Figure 2-8 Select Installation Folder ............................................................................................2-9 Figure 2-9 Confirm Installation ...................................................................................................2-10 Figure 2-10 NEC Infrontia Telephony Driver (3rd) Setup ............................................................2-11 Figure 2-11 Telephony Driver (3rd) Setup - Destination Location ...............................................2-12 Figure 2-12 Telephony Driver (3rd) Setup - TCP/IP Connection Setting .....................................2-13 Figure 2-13 Telephony Driver (3rd) Setup - Registration Window ...............................................2-14 Figure 2-14 Telephony Driver (3rd) Setup - Operation Mode Setting ..........................................2-15 Figure 2-15 Telephony Driver (3rd) Setup - Start Copying Files .................................................2-16 Figure 2-16 NEC Telephony Service Setup Wizard ....................................................................2-17 Figure 2-17 Telephony Service - Select Installation Folder .........................................................2-18 Figure 2-18 Telephony Service - Confirm Installation Start .........................................................2-19 Figure 2-19 Telephony Service - Installation Complete ...............................................................2-20 Figure 2-20 Quick Message Client - Setup Wizard ......................................................................2-21 Figure 2-21 Quick Message Client - Install Folder .......................................................................2-22 Figure 2-22 Confirm Quick Message Client Installation ...............................................................2-23 Figure 2-23 Quick Message Client - Install Complete .................................................................2-24 Figure 2-24 NEC Installer Summary ............................................................................................2-25 Figure 2-25 Installation Complete ................................................................................................2-26 Figure 2-26 Configuration Wizard, Screen 1 ...............................................................................2-31

List of Figures

___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Figure 2-27 Configuration Wizard, Screen 2 ............................................................................... 2-33 Figure 2-28 Configuration Wizard, Screen 3 ............................................................................... 2-35 Figure 3-1 Full Window Mode Screen ......................................................................................... 3-2 Figure 3-2 Toolbar ..................................................................................................................... 3-10 Figure 3-3 Closed Phone Image Screen ................................................................................... 3-16 Figure 3-4 Open Phone – Dial View .......................................................................................... 3-18 Figure 3-5 Open Phone – Directory View .................................................................................. 3-20 Figure 3-6 Open Phone – Menu View ....................................................................................... 3-22 Figure 3-7 Open Phone – Call Log View ................................................................................... 3-24 Figure 3-8 Compact Phone Video Call ...................................................................................... 3-25 Figure 3-9 Emulation Phone Base Module ................................................................................ 3-27 Figure 3-10 Emulation Phone Add-On Module ............................................................................ 3-28 Figure 3-11 Emulation Phone DSS Module ................................................................................. 3-29 Figure 4-1 Transfer Call Screen .................................................................................................. 4-2 Figure 4-2 Transfer Call – Start ................................................................................................... 4-3 Figure 4-3 Dial Screen ................................................................................................................. 4-4 Figure 4-4 Conference Call Screen ............................................................................................. 4-5 Figure 4-5 Conference Call Start Screen .................................................................................... 4-5 Figure 4-6 Page Screen .............................................................................................................. 4-7 Figure 4-7 Park Call Screen ........................................................................................................ 4-8 Figure 4-8 Unpark Call Screen .................................................................................................... 4-8 Figure 4-9 Night Mode Screen .................................................................................................... 4-9 Figure 4-10 Barge In Screen ....................................................................................................... 4-10 Figure 4-11 Directed Call Pickup Screen .................................................................................... 4-11 Figure 4-12 Last Number Redial Screen ..................................................................................... 4-12 Figure 4-13 Call Forward Screen ................................................................................................ 4-13 Figure 4-14 Do Not Disturb Screen ............................................................................................. 4-14 Figure 4-15 Custom Message Screen ......................................................................................... 4-15 Figure 4-16 Video Screen ............................................................................................................ 4-17 Figure 4-17 Add Member Screen ................................................................................................ 4-18

Choose Party Screen ...............................................................................................4-19

Figure 4-19 Whiteboard Screen ...................................................................................................4-20 Figure 4-20 Application Dialog Screen ........................................................................................4-21 Figure 4-21 Sharing Screen .........................................................................................................4-22 Figure 4-22 Chat Dialog Screen ..................................................................................................4-23 Figure 4-23 Participant’s Chat Screen .........................................................................................4-24 Figure 4-24 FTP Dialog Box ........................................................................................................4-25 Figure 4-25 FTP File Selector Screen .........................................................................................4-26 Figure 4-26 Add Note Screen ......................................................................................................4-27 Figure 4-27 Directory View Screen ..............................................................................................4-28 Figure 4-28 Select Visible Columns Screen ................................................................................4-33 Figure 4-29 Directory Maintenance Screen .................................................................................4-34 Figure 4-30 Departments Screen ................................................................................................4-35 Figure 4-31 Contacts/Personal List .............................................................................................4-37 Figure 4-32 Call Log Screen ........................................................................................................4-40 Figure 4-33 Visible Columns Menu ..............................................................................................4-42 Figure 4-34 Telephone Conversation Playback Screen ..............................................................4-42 Figure 4-35 Call Log Archive Screen ...........................................................................................4-44 Figure 5-1 Preferences Menu ......................................................................................................5-1 Figure 5-2 Preferences – General Menu .....................................................................................5-2 Figure 5-3 Preferences – BLF/DSS Menu ...................................................................................5-4 Figure 5-4 Preferences – Recording Menu ..................................................................................5-6 Figure 5-5 Preferences – Personal Greeting Menu .....................................................................5-7 Figure 5-6 Preferences – Playback Menu ...................................................................................5-9 Figure 5-7 Preferences – Tool Buttons Menu ............................................................................5-11 Figure 5-8 Preferences – Active Call List Menu ........................................................................5-12 Figure 5-9 Preferences – Screen Pop Menu .............................................................................5-14 Figure 5-10 Preferences – Shortcuts Menu .................................................................................5-16 Figure 5-11 Preferences – Dialing Rules .....................................................................................5-18 Figure 5-12 Preferences – Telephony Settings Menu .................................................................5-20

List of Figures

___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Figure 5-13 Preferences – Voice Mail Menu ............................................................................... 5-22 Figure 5-14 Preferences – Trunk Settings Menu ......................................................................... 5-23 Figure 5-15 Preferences – Video Settings Menu ......................................................................... 5-25 Figure 5-16 Preferences – Phone Image Menu .......................................................................... 5-27 Figure 6-1 Shared Services Configuration Utility ......................................................................... 6-2 Figure 6-2 Configuration Wizard – Shared Services Option ........................................................ 6-3 Figure 6-3 Shared Services – Quick Message ............................................................................ 6-5 Figure 6-4 Quick Message Example ........................................................................................... 6-6 Figure 6-5 Quick Messages Tracking – Active Call Area ............................................................ 6-7 Figure 6-6 Preferences – Quick Message ................................................................................... 6-8 Figure 6-7 Phone Message Menu ............................................................................................... 6-9 Figure 6-8 Preferences – Configuring Phone Messages ........................................................... 6-11

1 - 1

___________________________________________________________________________________ ___________________________________________________________________________________ Chapter 1 Introduction to Desktop Applications SECTION 1 INTRODUCTION This document describes the operation and functionality of the SV8100 Desktop Applications. SECTION 2 OVERVIEW The SV8100 Desktop Applications is a new suite of software that combines the telephony functionality of three standard products: � SP310 (IP Soft Phone) � PC Assistant � PC Attendant Through licensing control and user selection, the application can be tailored to meet the needs of a variety of end users. Three additional utilities are provided as part of the desktop application suite: � Configuration Wizard – Steps the user through the process of providing the settings that are required to start the desktop application. � Video Test Tool – Helps verify that the SP310 can communicate with and utilize the video camera connected to the PC.

1 - 2

Introduction to Desktop Applications ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 SECTION 3 INSTALLATION CONSIDERATIONS The Desktop Applications can be installed in two different configurations, standalone or standalone with the 3rd-Party Shared Services. 3.1 Standalone Configuration In the standalone configuration, any DSS/BLFs that need to appear in the Desktop Applications must be programmed on a physical button on the terminal or a DSS console attached to the terminal. If a Soft Phone extension is used, the DSS/BLF must be programmed on a button on the Soft Phone extension or DSS console assigned to the Soft Phone extension. In addition, each Desktop Application user must maintain their own directory. The standalone configuration is limited to 120 DSS/BLFs. In the standalone configuration, each PC with the Desktop Applications has its own 1st-Party CTI connection to the SV8100. The Desktop Applications communicates to the SV8100 via the LAN on the TCP port defined for the 1st-Party CTI connection in Program 10-20-01. The 1st-Party CTI connection is device 9 in 10-20-01 and the recommended port is 8282. 3.2 Standalone with 3rd-Party Shared Services In the standalone with 3rd-Party Shared Services configuration, the desktop application can view DSS/BLF information for all stations and trunks in the system. The DSS/BLF status is provided to the Desktop Application from the 3rd-Party Shared Services. All call control is still done via the 1st-Party connection. The 3rd-Party Shared Services is also required for Phone Message, Quick Message, and a Shared Central Directory. Users do not have to maintain their own directory with 3rd-Party Shared Services. The Shared Central Directory is viewed by all users, and any changes made by one user will be seen by the other users. In the standalone with 3rd-Party Shared Services configuration, each PC with the Desktop Applications still has its own 1st-Party CTI connection to the SV8100 as described in the Standalone section. In addition, there is a PC with the 3rd-Party Shared Services installed. This can be on a machine that also has the Desktop Application or a dedicated machine. There is a drawback to having the 3rd-Party Shared Services on a users PC that is using the Desktop Application. If that user shuts down their machine, all other Desktop Applications that are using 3rd-Party Shared Services will lose the 3rd-Party connection. When this happens, the other users will receive an error. The Desktop will still work for call control, but the Shared Central Directory, Phone Message, and Quick Message features will not be accessible. The PC with 3rd-Party Shared Services communicates to the SV8100 via the LAN on the TCP port defined for the 3rd-Party CTI connection in Program 10- 20-01. The 3rd-Party CTI connection is device 1 in 10-20-01 and the

1 - 3

___________________________________________________________________________________ ___________________________________________________________________________________ recommended port is 8181. The PCs with the Desktop Application then have second connection. This additional connection is to the PC that has the 3rd- Party Shared Services. The Desktop Application communicates to the 3rd- Party Shared Services PC via the LAN on TCP port 8888. This port can be changed but must be changed in the 3rd-Party Shared Services and in the Desktop Configuration Wizard. 3.3 O&M (Operation and Maintenance) In either configuration, the Desktop Application can have a second connection to the SV8100 for O&M (Operation and Maintenance). O&M allows the Desktop Application to synchronize with the SV8100 when new buttons are added to the extension the Desktop is controlling, and synchronize feature access codes when they have been changed in the SV8100. The Desktop Application communicates to the SV8100 for O&M information on the TCP port defined for O&M in Program 10-20-01. The O&M connection is device 11 in 10-20-01 and the recommended port is 8010. Refer to Figure 1-1 Desktop Connections on page 1-4 for a diagram of the connections for the standalone, standalone with 3rd-Party Shared Services and O&M configurations. 3.4 Remote Connections In the first release of Univerge SV8100, Network Address Translation (NAT) is not supported. Because of this, any IP multiline terminal or Desktop Applications must appear to be on the same network as the SV8100 VoIP Interface (IPLA). For remote Desktop Applications, such as SP310 Soft Phone, this can be achieved using a VPN connection to the network where SV8100 resides.

1 - 4

Introduction to Desktop Applications ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Figure 1-1 Desktop Connections

1 - 5

___________________________________________________________________________________ ___________________________________________________________________________________ SECTION 4 SYSTEM REQUIREMENTS The minimum recommended PC requirements and the supported operation systems are described in this section. 4.1 Minimum PC Requirements The minimum recommended PC requirements for running the desktop application are as follows: � PC Class: Pentium 3 � Processor Speed: 1GHz � RAM: 512MB Minimum, 1GB Recommended � Display: Super VGA (800 x 600) or higher � Available Disk Space: 50MB � CD-ROM Drive � Network Adapter � Sound Card � Video Camera (optional) � Microphone/Headset/USB Handset (optional) � Speakers (optional) � ADA-L is required for Recording/Personal Greeting with deskset 4.2 Supported Operating Systems The desktop application is supported on the following operation systems: � Windows 2000, SP3 � Windows XP, SP2 � Windows Vista

1 - 6

Introduction to Desktop Applications ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 THIS PAGE INTENTIONALLY LEFT BLANK

2 - 1

___________________________________________________________________________________ ___________________________________________________________________________________ Chapter 2 Installation The installation of the SV8100 Desktop Applications includes prerequisite software, if the installation determines these do not already exist on the PC. The following prerequisite software is installed: � Microsoft .NET Framework 2.0 � Microsoft Visual C++ 2005 SP1 Redistributable Package � Direct X End-User Runtimes � Windows Real-Time Communications Client API SDK 1.3 After the prerequisite software is installed, the NECDesktop.msi installs. This installation includes the following applications: � SV8100 Desktop Application � Video Test Tool The Desktop Applications are installed in the following directory: � C:\Program Files\NEC Desktop Suite Application logs are in the following directory: � C:\Documents and Settings\All Users\Application Data\SV8100 Application Suite\PC Phone\Log Files After installation is complete, the following application environment is available, depending on what installation options where chosen: � Program group named “NEC” � Within NEC group are the following: � NEC Desktop Suite � NEC Desktop Configuration � Video Test Tool � TelephonyDriver(3rd) � Shared Services Configuration � A shortcut for Desktop Applications installs on the Windows desktop.

2 - 2

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 SECTION 1 INSTALLATION STEPS To install the SV8100 Desktop Applications, perform the following procedure: 1. Insert the NEC Applications Installation CD. The CD autoruns. If it does not autorun, go to Start>Run and type d:\NECInstaller.exe, where d: is the CD ROM drive. 2. The NEC Installer window opens. Click Next. Figure 2-1 NEC Applications Installation Window

2 - 3

___________________________________________________________________________________ ___________________________________________________________________________________ 3. Choose Install. Figure 2-2 Install or Uninstall Options

2 - 4

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 4. Choose the Applications to install, then click Next. The applications include: NEC Desktop Suite - Choose this option to install the NEC Desktop Application to be used for SP310 IP Soft Phone, PC Assistant or PC Attendant. End User Pro - Choose this option to install the End User Programming tool used for programming buttons and extension based programming like Name display and display language. NEC Telephony Service - Choose this option to install the 3rd-Party Shared Services on the 3rd-Party CTI server if needed. Quick Message Client - Choose this option to install the Quick Message Client on machines that will receive quick messages and are not using the Desktop Application for SP310, PC Assistant, or PC Attendant. The quick message client is built into the Desktop Application, so there is no need to install the client for Desktop Application users. NEC Phone Dialler - For details on Phone Dialler please refer to Phone Dialler manual. Figure 2-3 Application Selection to Install or Remove

2 - 5

___________________________________________________________________________________ ___________________________________________________________________________________ 5. Enter the IP Address of the IPLA interface on the CPU (10-12-09), then click Next. Figure 2-4 IP Address for CPU Connection Settings

2 - 6

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 6. Click Next at the Confirm Actions window. Figure 2-5 Confirm Actions Window

2 - 7

___________________________________________________________________________________ ___________________________________________________________________________________ 7. Agree to the license agreement and click Next. Figure 2-6 Accept License Agreement

2 - 8

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 8. Click Next in the NEC Desktop Suite window. Figure 2-7 NEC Desktop Suite Setup Wizard

2 - 9

___________________________________________________________________________________ ___________________________________________________________________________________ 9. Define the installation folder or click Next to accept the default folder. Figure 2-8 Select Installation Folder

2 - 10

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 10. Click Next at the Confirm Installation Window. Figure 2-9 Confirm Installation

2 - 11

___________________________________________________________________________________ ___________________________________________________________________________________ 11. Click Close at the Installation Complete Window. 12. If you chose to install the NEC Telephony Service, the installation begins. Click Next. If you did not choose to install the NEC Telephony Service, go to Step 27. Figure 2-10 NEC Infrontia Telephony Driver (3rd) Setup

2 - 12

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 13. Click Browse to define the installation folder, or click Next to accept the default folder. Figure 2-11 Telephony Driver (3rd) Setup - Destination Location

2 - 13

___________________________________________________________________________________ ___________________________________________________________________________________ 14. Define the IP Address of the CPU, the 3rd-Party TAPI TCP port programmed in 10-20-01, the IP address of the machine you are installing on, and the Communication time-out, if other than the default. Figure 2-12 Telephony Driver (3rd) Setup - TCP/IP Connection Setting

2 - 14

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 15. Click Next at the Service Setting Window. Figure 2-13 Telephony Driver (3rd) Setup - Registration Window

2 - 15

___________________________________________________________________________________ ___________________________________________________________________________________ 16. Click Next at the Operation Mode Setting window. Figure 2-14 Telephony Driver (3rd) Setup - Operation Mode Setting

2 - 16

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 17. Click Next at the Start Copying Files Window. Figure 2-15 Telephony Driver (3rd) Setup - Start Copying Files

2 - 17

___________________________________________________________________________________ ___________________________________________________________________________________ 18. Click Next at the NEC Telephony Service Window. Figure 2-16 NEC Telephony Service Setup Wizard

2 - 18

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 19. Define the Installation Folder or Click Next to accept the default folder. Figure 2-17 Telephony Service - Select Installation Folder

2 - 19

___________________________________________________________________________________ ___________________________________________________________________________________ 20. Click Next at the Confirm Installation Window. Figure 2-18 Telephony Service - Confirm Installation Start

2 - 20

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 21. Click Close at the Installation Complete Window. Figure 2-19 Telephony Service - Installation Complete

2 - 21

___________________________________________________________________________________ ___________________________________________________________________________________ 22. If you chose the Quick Message Client, the installation begins. Click Next at the Quick Message Client Window, or go to Step 27, if you do not choose to install at this time. Figure 2-20 Quick Message Client - Setup Wizard

2 - 22

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 23. Define the installation folder or click Next to accept the default folder. Figure 2-21 Quick Message Client - Install Folder

2 - 23

___________________________________________________________________________________ ___________________________________________________________________________________ 24. Click Next at the Confirm Installation Window. Figure 2-22 Confirm Quick Message Client Installation

2 - 24

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 25. Click Close at the Installation Complete Window. Figure 2-23 Quick Message Client - Install Complete

2 - 25

___________________________________________________________________________________ ___________________________________________________________________________________ 26. Click Next at the NEC Installer Window showing what was installed. Figure 2-24 NEC Installer Summary

2 - 26

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 27. Click Finish. Figure 2-25 Installation Complete

2 - 27

___________________________________________________________________________________ ___________________________________________________________________________________ SECTION 2 SV8100 DESKTOP APPLICATIONS SYSTEM PROGRAMMING The following table lists the SV8100 System programming related to the Desktop Applications. Table 2-1 SV8100 Desktop Applications System Programming Program Description Input Data 10-12-03 CD-CP00 Network Setup – Default Gateway Define the default gateway to be used by the IPLA interface. 0.0.0.0 ~ 126.255.255.254 128.0.0.1 ~ 191.254.255.254 192.0.0.1 ~ 223.255.255.254 (Default = 0.0.0.0) 10-12-09 CD-CP00 Network Setup – IP Address Define the IP Address for the IPLA interface. 0.0.0.0 ~ 126.255.255.254 128.0.0.1 ~ 191.254.255.254 192.0.0.1 ~ 223.255.255.254 (Default (slot1) = 172.16.0.10, 10-12-10 CD-CP00 Network Setup – Subnet Mask Define the Subnet Mask for the IPLA interface. 128.0.0.0 240.0.0.0 254.0.0.0 255.192.0.0 255.248.0.0 255.255.0.0 255.255.224.0 255.255.252.0 255.255.255.128 255.255.255.240 255.255.255.254 192.0.0.0 248.0.0.0 255.0.0.0 255.224.0.0 255.252.0.0 255.255.128.0 255.255.240.0 255.255.254.0 255.255.255.192 255.255.255.248 255.255.255.255 224.0.0.0 252.0.0.0 255.128.0.0 255.240.0.0 255.254.0.0 255.255.192.0 255.255.248.0 255.255.255.0 255.255.255.224 255.255.255.252 (Default - 255.255.0.0)

2 - 28

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 10-20-01 Lan Setup for External Equipment - TCP Port Define the TCP port for the LAN CTI and O&M communication between the CD-CP00 and the Desktop Applications. 0-65535 Device 1 (1st-Party CTI used only if 3rd-Party Shared Services is used) = 0 (Port 8181 recommended. (Default -Device 9 (LAN CTI Port) = 0 (Port 8282 recommended), Device 11 (O&M Port) = 8110) 10-46-01 SIP Multiline Server Setup - Register Mode Define the way the Desktop Application Soft Phone will register with the system. Desktop Configuration must be set to match this setting or it will not launch. Refer to Chapter 7 Desktop Registration and Soft Phone Override for more information about registration mode. 0 = Normal 1 = Auto 2 = Manual (Default = 0) 0 = Normal mode: When the SP310 launches, it will report the ext. assigned in the Desktop Configuration or choose the next available extension in the system. No password required. 1 = Autos If set to auto then the SIP user name and password must be entered in the Desktop Configuration. These settings must match 84-22/15-05-27, or the Soft Phone) will not come on-line. 2 = Manual: When the Desktop Application launches, it will prompt user to enter a user id and password before logging in. It checks this user id/password against 84-22/ 15-05-27. If there is no match, the Soft Phone will not come online. 15-05-27 IP Telephone Terminal basic data setup - Personal ID Index Used when the Soft Phone or SIP Multiline telephone is using manual or auto registration. Assign each phone a unique personal index. Then go to command 84-22 to assign the user name and password. 0-512 (Default = 0) 15-05-28 IP Telephone Terminal basic data setup - Addition Information Setup Talking Party Off Set to 0 for Desktop Application Soft Phone. 0 = Disable 1 = Enable (Default = 0) 15-07-01 Programmable Function Keys Assign function keys like DSS/ One Touch Trunk Appearance keys to the Desktop Application station. 00-99, *00-*99 (Default = keys 1-6 assigned *01 for the first 6 trunks in the system) Program Description Input Data

2 - 29

___________________________________________________________________________________ ___________________________________________________________________________________ 30-01-01 DSS Console Operation Mode Set the mode for the system DSS consoles. 0 = Business Mode 1 = Hotel Mode 2 = ACD Monitor Mode 3 = Business/ACD Mode (Default = 0) 30-02-01 DSS Console Extension Assignment Assign which extensions will have one of the 32 DSS consoles associated with them. The extension number for the multiline terminal connected with the DSS console (up to eight digits) 30-03-01 DSS Console Key Assignment Assign the key assignments for 60-button DSS Consoles. A DSS Console key can have any function with up to four digits (example: DSS/One Touch or Trunk key). 00-99, *00-*99 (The DSS keys 01~60 of all DSS consoles = DSS/ One-Touch key 101~160. The DSS keys 61~114 of all DSS consoles = None) 84-20-02 SIP Extension Basic Data Setup - Session Timer Value Set to 0 for Desktop Application Soft Phone. 0-65535 (Default = 180) 84-20-03 SIP Extension Basic Data Setup - Minimum Session Timer Value Set to 0 for Desktop Application Soft Phone. 0-65535 (Default = 180) 84-22-01 SIP Multiline Login Information Setup - User ID Input the User ID for each Personal ID Index (1-512) when using auto or manual registration in 10-46-01. Up to 32 characters (Default not assigned) 84-22-02 SIP Multiline Login Information Setup - Password Input the Password for each Personal ID Index (1-512) when using auto or manual registration in 10-46-01. UP to 16 characters (Default not assigned) 84-22-04 SIP Multiline Login Information Setup - Log Off Enable or Disable the ability for each SIP Multiline or Soft Phone to log off and to be overridden by another SIP Multiline of Soft Phone. 1 = On (Enable) 0 = Off (Disable) (Default = 1) 84-26-01 IPLA (DSP) Basic Setup - IP Address Assign IP addresses to the DSP resources on the IPLA. 0.0.0.0 ~ 126.255.255.254 128.0.0.1 ~ 191.254.255.254 192.0.0.1 ~ 223.255.255.254 (Default (Slot 1) =172.16.0.20, Program Description Input Data

2 - 30

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 SECTION 3 CONFIGURATION WIZARD The Configuration Wizard steps the user through the settings that the application requires to connect to the SV8100 Telephone System and to initialize the appropriate application type. 3.1 Configuration Startup The Configuration Wizard launches automatically the first time the desktop application is started after installation. The Configuration Wizard can be started at Start/All Programs/NEC/SMB8000 Desktop Configure. The Configuration Wizard can be initiated from within the application from: � Toolbar Mode: File/Configuration Wizard � Window Mode: Tools/Configuration Wizard

2 - 31

___________________________________________________________________________________ ___________________________________________________________________________________ 3.2 Configuration Wizard, Screen 1 The first screen displayed for the configuration wizard contains the following settings. � The Network Name/IP Address field is used to identify the network location of the SV8100 Telephone System. Either the Network Name or full IP address of the IPLA interface can be entered in this field. � The CTI Port Number field is used to identify the port number assigned to Device 9 in Program 10-20-01. � The SIP Port number field is used to identify the port number assigned in the SV8100 Telephone System for SIP devices. � The O&M Port field is used to specify the port number that is assigned to Device 11 in Program 10-20-01 for the O&M Interface. Figure 2-26 Configuration Wizard, Screen 1

2 - 32

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � The O&M User ID field is used to specify the login name that is required to access the O&M interface. This should be a UA (User Administrator) level access. Example: USER1 with password 1111 found in Program 90-02. At default the User ID is the extension number and the password is 1111. � The O&M Password field is used to specify the security password that is required to access the O&M interface. This should be a UA (user administrator) level access. Example; USER1 with password 1111 found in Program 90-02. At default the User ID is the extension number and the password is 1111. � The Enable Shared Services enables the shared services features like shared directory. � The Network Name/IP Address field under Shared Services specifies the network name or IP address of the PC that houses the shared services. � The Port Number field defines the port used to retrieve information from the shared services server. � The Network Interface lists all of the network interface cards that are installed in the host PC. � Selecting a card from the Network Interface list specifies the interface card to be used to communicate with the SV8100 Telephone System. � The Next button advances the Configuration Wizard to the second form. � The Cancel button exits the Configuration Wizard without saving any of the updated settings.

2 - 33

___________________________________________________________________________________ ___________________________________________________________________________________ 3.3 Configuration Wizard, Screen 2 The second screen displayed for the configuration wizard contains the following settings. � The License Level setting controls the level of features that are enabled within the application. The feature set associated with each license level is detailed in Appendix A Features by License Level. � The available license levels are: PC Attendant, PC Assistant and SP310. � Selecting the Trial Mode option starts the application without requesting a license from the SV8100 telephone system. Figure 2-27 Configuration Wizard, Screen 2

2 - 34

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � Selecting the Enhancement Bundle options starts the application with the use of the Chat, Application Sharing, Whiteboard, and File Transfer features. � The System Mode selection is used to specify the Login mode that is set within the SV8100 Telephone System in Program 10-46-01: Plug and Play, Automatic, or Manual. This setting must match Program 10-46-01 even if the Desktop Application is run in Deskset (CTI) mode. � The User ID and Password fields are only enabled for Manual and Automatic modes. � The User ID specifies the user identification to be used to login the user session. � The Password specifies the security password associated with the specified User ID. � The Back button returns to the previous Configuration Wizard menu. � The Next button advances to the third Configuration Wizard menu. � The Cancel button exits the Configuration Wizard without saving any of the updated settings.

2 - 35

___________________________________________________________________________________ ___________________________________________________________________________________ 3.4 Configuration Wizard, Screen 3 The third screen displayed for the configuration wizard contains the following settings. � The Deskset option specifies that the desktop application is going to control a physical telephone. � The Deskset Extension indicates the extension number of the phone to be controlled by the application. � The IP Soft Phone option specifies that the desktop application is going to initiate a SIP Soft Phone session. � The IP Soft Phone Extension indicates the extension number of the SIP Soft Phone. If the registration mode is set to Plug and Play, this field can be left blank and the system assigns the next available extension. Figure 2-28 Configuration Wizard, Screen 3

2 - 36

Installation ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � The Audio Device lists all of the audio devices that are installed on the Host PC. � The selected Audio Device is used to control the microphone and speaker functionality of the IP Soft Phone. � The Ring Volume slider controls the level of ringing for incoming calls to the IP Soft Phone. � The Special Audio lists the additional devices that are available for use, such as USB handsets or headsets. � The Cradle Hook option when selected enables the hook function by lifting the handset up/down from the cradle. � The Local Ring option when selected enables notification of an incoming call through the USB device. � The Volume control sets the level of the ring tone, when Local Ring is enabled. � The Headset Hook when selected enables the hook function by lifting the headset up/down from the cradle. � The Use analog headset port option when selected enables the use of the headset port for an analog headset connected to the USB device. � The F1-F4 fields set the function key assignments for each of the four function keys on the USB Handset. � The Back button returns to the previous Configuration Wizard menu. � The Finish button completes the Configuration Wizard and closes the menu.

3 - 1

___________________________________________________________________________________ ___________________________________________________________________________________ Chapter 3 Desktop Application Startup The Desktop Application can be started in any of the following ways: � Double-clicking on the desktop application icon within the Windows desktop area. � Selecting Start/All Programs/NEC/NEC Desktop Suite During startup, the following actions are performed: � The first time the application is started after installation, the Configuration Wizard automatically runs. � If the user selects SP310 or PC Assistant, the application starts the first time in toolbar mode. � If the user selects PC Attendant, the application starts the first time in Window mode. � Each time the application is started after the initial startup, it starts in the same mode it was in (Toolbar, Window, or Compact Phone) when the application was last exited.

3 - 2

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 SECTION 1 FULL WINDOW MODE This UI mode presents valuable information about the current call activity and provides easy access to the basic operations required by the attendant. Using either the mouse or keyboard, the user can quickly move between the different areas of the screen to dispatch callers, search the company directory, and view the status of the individual lines. An example of the Full Window Mode is shown in Figure 3-1 Full Window Mode Screen. The main screen consists of the following areas: Each of these screen regions is further described in the following sections. Figure 3-1 Full Window Mode Screen Title Bar and Main Menu Provides the standard windows controls and access to standard operations and utilities through the pull-down menus. Function Toolbar Provides quick access to the most commonly used call processing and attendant functions. Active Call List Displays information about the current call, a list of all calls currently active on the console, and active Quick Messages. BLF/DSS Area Provides the Busy Lamp field and Direct Station Select functionality, comparable to a DSS module. Also includes a special tab for Speed Dial numbers.

3 - 3

___________________________________________________________________________________ ___________________________________________________________________________________ 1.1 Title Bar and Main Menu The Title Bar and Main Menu provide the standard windows controls and access to basic operations and utilities through pull-down menus. The standard Windows controls on the Title Bar are as follows: The Main Menu provides a drop-down menu, which lists all of the functions available within a selected category. The functions available from the Main Menu are as follows: File View Tools Minimize Hide the application's main window and include an entry to restore the application in the Windows task bar. Maximize/Restore Change the size of the application main window. Maximize increases the size of the window to fill the entire display. The Restore function reduces the size of the main window to the previous dimensions. Close Exit the desktop application. Exit Close the Desktop Application. Toolbar Change UI mode to Toolbar mode. Compact Phone Change UI mode to Compact Phone. Sort BLF By Change the sort order of the BLF buttons. Sort options are Extension, First Name, and Last Name. Sort Speed Dial By Change the sort order of the Speed Dial button. Preferences Customize operational settings for the desktop application. Configuration Wizard Launch to configuration wizard to modify application settings.

3 - 4

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Window Help 1.2 Function Toolbar The Function Toolbar provides quick access to the most commonly used call processing functions. A function on the toolbar can be selected by using the mouse to click on the desired function button or by pressing the associated hotkey sequence on the keyboard. If additional information is required to complete the operation, then a supporting menu is displayed requesting additional input from the user. Individual buttons on the Function Toolbar become disabled if the function is not allowed for the current state of the telephone. For example, the Answer button is only enabled when a call is ringing on the telephone. The functions available on the Function Toolbar are as follows: � Answer � Hold � Transfer � Hang Up � Dial � Conference � Record � Page � Park � Unpark � Night Mode Call Log Open a separate window to view the call history. Directory Open a separate window to view the Directory/Contact List. Phone Image Display emulation phone image/control when the Desktop Application is run in IP Soft Phone mode. Contents and Index Access the on-line help system by topic. About View the copyright notice and current revision of the desktop application.

3 - 5

___________________________________________________________________________________ ___________________________________________________________________________________ � Barge In � Directed Call Pickup � Group Call Pickup � Pickup Other Group � Last Number Redial � Voice Over � Call Redirect � Call Forward � Do Not Disturb � Custom Message � Background Music � Auto Callback � Video � Whiteboard � Share � Chat � FTP � Switch Login Mode � Add Note The operation of each of these functions is further described in Section 1 Toolbar Functions on page 4-1. 1.3 Active Call List The Active Call List displays all of the calls that are currently being handled by the application. The list includes calls that are in the following states: � Ringing � Connected � Held � Parked (Trunk Calls Only) 1.3.1 Active Call List Format The active call entry that is displayed on the top of the list is always the connected (active) call.

3 - 6

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Each entry in the active call list includes the following information, based upon the current state of the call: � Line/Trunk Identifier � Connection Status � Timer displaying time in current state � Calling Party/Called Party Identification � User-defined Notes The colour of the frame for each entry in the active call list also indicates the state of the call. The following table shows the colours that represent each call state. Calls are automatically removed from the active call list when they are disconnected. 1.3.2 Active Call List Operations The following operations are valid within the Active Call List: � Clicking on a ringing call automatically answers that call. � A right mouse click on an entry displays a pop-up menu with the function, Add/Edit Note. � Selecting Add/Edit Note displays a dialog that allows the user to append a note to the active call. This note is included in the call log entry for this call. 1.4 BLF/DSS Area The Busy Lamp Field (BLF)/Direct Station Select (DSS) Area provides for monitoring and quickly accessing different phone system resources. By selecting different tabs in this area the user can select between viewing BLF/ DSS buttons, monitoring trunks, and accessing a personal speed dial list. State Frame colour Active/Connected Green Ringing Red Held Yellow Parked Blue

3 - 7

___________________________________________________________________________________ ___________________________________________________________________________________ 1.4.1 BLF/DSS Tabs Each key on the BLF/DSS Tab is used to monitor another station on the telephone system and provides one-touch access to that station. In addition to the basic add-on module functionality, the BLF/DSS Tab also provides access to other telephony functions. 1.4.1.1 BLF/DSS Programming � By default the BLF/DSS view includes an entry for the user local extension. � Additional BLF buttons are created for each extension that is programmed as a one-touch key on the user’s phone. (MB 15-07-01 and 30-03-01) � One-Touch keys must be programmed on buttons that physically appear on the phone or a console connected to the phone. BLF information will not be provided to the Desktop Application for any one-touch keys that are programmed on buttons higher than the phone physically has. � The desktop application acquires the list of programmed one-touch keys at startup. � Any changes to the phone programming that occur while the application is running are reflected in the application only after the application is restarted. � Alternately, the Tools ’ Preferences/BLF-DSS tab includes a Synchronize function that reads the current phone programming. 1.4.1.2 BLF Button Design � Each BLF button includes an LED image, followed by an identifier. � The LED image changes colour to indicate the current state of the extension. � The supported colours/states are as follows: Gray (Idle), Green (Busy), Red (Call Forward Immediate/DND All). � The label can show the extension number, directory name associated with this extension, or both, as determined by the user settings. 1.4.1.3 BLF/DSS Layout The Preferences/BLF-DSS tab specifies the layout of the BLF/ DSS area. Through this dialog the user can set the following: � Define BLF Groups (tabs). � Set Visible BLF Groups (tabs).

3 - 8

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � Specify members of each BLF Group. � Define label format for the BLF buttons. � Specify the name order used on the BLF and Directory views. The Preferences dialog is further defined in the Preferences section of this document. The user can also change the sort order of the BLF buttons using the View ’ Sort BLF By options on the Main Menu. The available sort options are by Extension, by First Name, or by Last Name. 1.4.1.4 BLF/DSS Operations The BLF/DSS buttons provide one-touch access as follows: � When the local phone is idle, selecting an idle BLF button initiates a call to that extension. � When the local phone has an active call, selecting an idle BLF button initiates a transfer to that extension. � A configuration option set in Tools ’ Preferences ’ Shortcuts defines the action when the user double-clicks on a busy BLF with an active call. The options are: � Send active call to voice mail for the selected extension. � Put caller on hold and initiate voice over. � Camp caller on second line of selected extension. � Performing a right mouse click on a BLF button provides access to the following functions: � Dial � Voice Mail � Transfer � Conference � Voice Over � Camp � Call Redirect � E-Mail � Add/Edit Note � Clear Note � Video � Whiteboard � Application Sharing

3 - 9

___________________________________________________________________________________ ___________________________________________________________________________________ � Chat � FTP

3 - 10

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Each of these functions is further described in the Functions section of this document. 1.4.1.5 Trunks Tab � The Trunks tab allows the user to monitor the status of the trunk appearances that are programmed on the local phone. � The LED image shows the trunk status using the following colour scheme: Grey (Idle), Red (Ringing), Green (Busy). � The Trunks tab can be hidden by clearing the corresponding Visible tabs setting within the Tools ’ Preferences/BLF-DSS tab. 1.4.1.6 Speed Dial Tab � A special tab labeled Speed Dial is included in the BLF/ DSS area. When selected, this tab displays a set of buttons that the user has designated as speed dials. � Clicking on an entry in the Speed Dial list immediately generates a call to the selected number. � Entries are added to the Speed Dial list through the Directory/Contact List/Personal windows. � A right-mouse click on a Speed Dial entry opens a menu that allows the user to Dial the selected entry or Delete the entry from the Speed Dial list. SECTION 2 TOOLBAR MODE This UI mode presents valuable information about the current call activity and provides easy access to the basic operations required by the normal phone user. The Toolbar UI layout takes up a minimum amount of space on the desktop, so as to not interfere with the operation or viewing of other applications. An example of the Toolbar Mode is shown below. Figure 3-2 Toolbar

3 - 11

___________________________________________________________________________________ ___________________________________________________________________________________ The toolbar consists of the following areas: Each of these screen regions is further described in the sections to follow. 2.1 Dial String Field � The Dial String Field is a combo box in which the user specifies the phone number to be dialed. � The drop down list for this field contains the most recently dialed numbers � The drop down list displays up to 20 numbers. � The numbers are listed with the most recent at the top. � Selecting a number from the list places the number as the current number to be dialed. � The user can enter a number in this field by manually typing in a number or using cut/paste. � With a phone number highlighted in another Windows application, pressing copies the selected number into the dial string field. 2.2 Call Status Area � The Call Status Area is shown below the Recent Call List. � Round icons are used to represent the calls that are active on the phone. � The colour of each icon indicates the call status as follows: � Ringing (Red) � Active (Green) � Held (Yellow) � When a call first enters the ringing state, a tooltip balloon is displayed over the call status icon. Dial String Field Specifies the number to be dialed and maintains a list of the most recently dialed numbers. Call Status Area colour-coded icons represent the status of active calls. Dial/Hangup Button Controls the hookswitch state of the phone. Speed Dial List Displays a user-maintained list of frequently dialed numbers. File Button Provides access to additional menu items, such as configuration settings and additional application views. Hold Button Places the active call on Hold. Function Toolbar Provides quick access to the most commonly used call processing and application functions.

3 - 12

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � Hovering the mouse over an icon displays the tooltip balloon for the selected call. � The following information is included in the tooltip balloon, based upon the type of call: � Line/Trunk Number � Connection Status � Calling Party/Called Party Identification � Time in current state � User-Defined Notes 2.3 Dial/Hangup Button � The Dial/Hangup button is used to control the hookswitch function. � When the phone is idle, the button shows the Dial icon. � When the phone is busy, the button shows the Hangup icon. � Pressing the Dial button initiates a call to the number entered in the Dial String field. � Pressing the Hangup button disconnects the active call. 2.4 Speed Dial List � The combo box next to the Dial button provides access to the Speed Dial list. � Clicking on an entry in the Speed Dial list immediately generates a call to the selected number. � Entries are added to the Speed Dial list through the Directory/Contact List/Personal windows. � A right-mouse click on a Speed Dial entry opens a menu that provides access to the following functions: � Edit – Open the associated database entry for editing. � Dial – Place a call to the selected number. � Transfer Immediate – perform a blind transfer of the active call to the selected destination. � Transfer Supervised – initiate a supervised transfer of the active call to the selected destination. � Conference – initiate a conference call with the selected destination. � E-Mail – create a new e-mail message with the selected name as the intended recipient. � Delete – remove the selected entry from the Speed Dial list.

3 - 13

___________________________________________________________________________________ ___________________________________________________________________________________ 2.5 File Button The File button provides access to functions for configuring the application and changing the view/UI mode. The functions available from the File button are as follows: Preferences Configuration Wizard Call Log Directory View Help Exit Customize application-level configuration settings. Start the configuration wizard to access system-level configuration settings. Open a separate window to view the call history. Open a separate window to view the Directory/Contact List/Personal Directory. Window Change UI mode to Full Window mode. Compact Phone Change UI mode to Compact Phone. Phone Image Display emulation phone image/control. Contents and Index Access the on-line help system by topic. About View the copyright notice and current revision of the desktop application. Close the desktop application.

3 - 14

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Phone Image This same pop-up menu can be accessed by pressing the right mouse button while pointing at an open area within the toolbar. 2.6 Hold Button � The Hold button places the active call on hold. � The Hold button is only enabled when a call is active on the phone. 2.7 Function Toolbar The Function Toolbar provides quick access to the most commonly used call processing functions. A function on the toolbar can be selected by using the mouse to click on the desired function button or pressing the associated hotkey sequence on the keyboard. If additional information is required to complete the operation, then a supporting menu is displayed requesting additional input from the user. Individual buttons on the Function Toolbar become disabled if the function is not allowed for the current state of the telephone. For example, the Answer button is only enabled when a call is ringing on the telephone. The functions available on the Function Toolbar are as follows: � Answer � Hold � Transfer � Hang Up � Dial � Conference � Record � Page � Park � Unpark � Night Mode � Barge In � Directed Call Pickup Open the emulation phone mode.

3 - 15

___________________________________________________________________________________ ___________________________________________________________________________________ � Group Call Pickup � Pickup Other Group � Last Number Redial � Voice Over � Call Redirect � Call Forward � Do Not Disturb � Custom Message � Background Music � Auto Callback � Video � Whiteboard � Share � Chat � FTP � Switch Login Mode � Voicemail � Add Note The operation of each of these functions is further described in Section 1 Toolbar Functions on page 4-1.

3 - 16

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 SECTION 3 COMPACT PHONE MODE The Compact Phone is a user interface mode within the desktop application that can be initiated from any of the licensing levels (SP310, PC Assistant, and PC Attendant). The Compact Phone mode is a valid UI mode when the desktop application is connected to the telephone system using Deskset, IP Soft Phone or SIP only mode. When the Compact Phone mode is selected, the Toolbar, Window, and Emulation images are not shown. Upon entry into Compact Phone Mode, the Compact Phone image initially displays “Closed”, as described in the following section. 3.1 Closed Phone Mode The Closed Phone image is the default state when this control is enabled. The following image provides an example of the closed phone. Figure 3-3 Closed Phone Image Screen

3 - 17

___________________________________________________________________________________ ___________________________________________________________________________________ The display on the Closed Phone image shows the following information, based upon the current phone state. The following mouse click events are supported when the Compact Phone is in the closed state. Phone State Display Idle Date and Time Ringing Caller ID, if received, else "Call from Unknown" Mouse Click Action Double Click Open compact mode Right Click Display pop-up menu with the following options: Open – open compact phone End Share Session – close application share session View – switch to Window mode or Toolbar mode Exit – close the desktop application Help – view online help or product information page Left Button/Drag Reposition compact phone image. Image cannot be dragged from within LCD area.

3 - 18

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 3.2 Open Phone – Dial View By default, the Compact Phone initially opens with the phone in Dial mode. An example of the Dial format is shown in Figure 3-4 Open Phone – Dial View. Figure 3-4 Open Phone – Dial View

3 - 19

___________________________________________________________________________________ ___________________________________________________________________________________ The Open Compact Phone has four fixed buttons at the top of the display providing the following functions: � Answer/Off-hook � Call Log � Directory � On-hook/Disconnect The bottom of the display provides the following functions: � The dial pad can be used to enter the number to be dialed. � The user can also enter a telephone number by pressing the corresponding keys on the PC keyboard. � The menu button returns the image to the Menu display. � The top part of the image is a display area that shows the Calling Line ID information for incoming calls and the dialing digits for outbound calls. � The bottom section of the Menu mode area provides a volume control which adjusts the volume level of the incoming audio.

3 - 20

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 3.3 Open Phone – Directory View The Directory View is shown at the top of the Compact Phone, when the Directory function is selected from the Menu area. An example of the Directory View is shown in Figure 3-5 Open Phone – Directory View. Figure 3-5 Open Phone – Directory View

3 - 21

___________________________________________________________________________________ ___________________________________________________________________________________ � The top of the Directory View provides a selector that controls which entries are displayed in the Directory View (Directory, Contact List, Personal). � The main section of the Directory View lists each of the defined entries. � Each entry includes the extension/phone number and the associated name. � A scroll bar is displayed on the right side of the image to allow the user to step through the list of entries. � If the phone is idle, double-clicking on an entry in the Directory list dials the selected number. � A Maximize icon at the top of the Directory view allows the user to view the full Directory as a separate window. � A Close icon at the top of the Directory image allows the user to exit the Directory view.

3 - 22

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 3.4 Open Phone – Menu View To provide access to the function toolbar in the bottom section of the Compact Phone, select the Menu button on the Dial View. See the function toolbar in Figure 3-6 Open Phone – Menu View on page 3-22. . To return to the Dial View, select the Dial function from the toolbar functions. Figure 3-6 Open Phone – Menu View

3 - 23

___________________________________________________________________________________ ___________________________________________________________________________________ � The toolbar provides quick access to commonly used functions. The function buttons displayed in this area are the same set displayed in the Toolbar and Window modes. � The visible functions and their order are defined within the Toolbar tab of the Preferences menu. � The icons displayed in this area are a fixed size so that four buttons can fit on one row. � If all of the function icons cannot be displayed in the toolbar area, a scroll bar is displayed on the right side of the image. � If additional user input is required after selecting a toolbar function, a separate input form is displayed.

3 - 24

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 3.5 Open Phone – Call Log View Selecting the Call Log button will change the top section of the Compact Phone to display a list of the most recent calls. An example of the call log view is shown in Figure 3-7 Open Phone – Call Log View. Figure 3-7 Open Phone – Call Log View

3 - 25

___________________________________________________________________________________ ___________________________________________________________________________________ � Each entry will indicate if the call was inbound or outbound, the name/ number of the calling/called party, and the date/time of the call. � If the phone is idle, a double-click on an entry will initiate a call to the designated party. � Icons at the top of the Call Log view allow the user to filter the call log by (All Calls, Missed Calls, Inbound Calls, and Outbound Calls) � A Maximize icon at the top of the Call Log view allows the user to view the full Call Log as a separate window. � A Close icon at the top of the Call Log image allows the user to exit the Call Log view. 3.6 Compact Phone Video Call Selecting the Video function on the Compact Phone will hide the current top half of the phone and open the Compact Phone video window as a detached window. The following example shows the Compact Phone with the Video window open. � The video window will always open in a position horizontally centered on the PC screen and vertically even with the bottom half of the phone, as shown in the following sample. � When the video window is open, there will be two entries in the task bar for the desktop application. � The detached video window cannot be minimized. Figure 3-8 Compact Phone Video Call

3 - 26

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � The detached video window will resize to the wide view when more than two video images are active. � If the user selects Call Log or Directory function on the phone toolbar, when the video window is active, the video window will be hidden and the top half of the Compact Phone will show the requested view. To bring the video image back, the users can select Video function from the toolbar functions. � The controls on the bottom of the Video Window provide the following functions: � Show Self-Image � Hide Self-Image � Send Image � Pause Image � End Call � Add Member SECTION 4 EMULATION PHONE MODE The Emulation Phone is an on-screen representation of a deskset that can be opened through the Window or Toolbar modes. This user interface option is provided to allow users access to telephony functions through individual key presses.

3 - 27

___________________________________________________________________________________ ___________________________________________________________________________________ 4.1 Emulation Phone Base Module The base module for the emulation phone simulates a 24-button deskset, as shown in Figure 3-9 Emulation Phone Base Module. The emulation phone image operates in the same manner as a physical deskset, with the following exceptions: � The LCD display does not support the double-height setting. � The labels shown above the programmable keys are limited to six characters. Figure 3-9 Emulation Phone Base Module

3 - 28

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � The JogKey (Round, four-position control) does not provide the same functionality as the physical phone. The up and down sides of the control will open the volume adjustment bar, and the left side will bring up the redial number. 4.2 Emulation Phone Add-On Module The Phone Image tab on the Preferences menu allows the user to specify an expansion module be included in the phone image. When this option is selected, an eight-button add-on module will be displayed, as shown in Figure 3-10 Emulation Phone Add-On Module. The add-on module operates in the same manner as the physical add-on module by providing eight programmable buttons to enhance the base module. Figure 3-10 Emulation Phone Add-On Module

3 - 29

___________________________________________________________________________________ ___________________________________________________________________________________ 4.3 Emulation Phone DSS Module The Phone Image tab on the Preferences menu allows the user to specify an attendant module be included in the phone image. When this option is selected, a 60-button DSS module will be displayed, as shown in Figure 3-11 Emulation Phone DSS Module. � Each button on the DSS module includes two LEDs. � The right LED is green and when lit indicates that a message is pending on the destination extension. � The left LED is red and simulates a solid lit LED, as well as supporting all of the different flash rates that are available on the physical DSS module. � The state of the red LED tracks the same conditions that affect the LED on the physical DSS module. Figure 3-11 Emulation Phone DSS Module

3 - 30

Desktop Application Startup ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100

4 - 1

___________________________________________________________________________________ ___________________________________________________________________________________ Chapter 4 Toolbar Functions SECTION 1 TOOLBAR FUNCTIONS The function buttons which appear in the function toolbar on the Full Window, Toolbar, and Compact Phone modes provide access to the operations that are most frequently used by the phone user. The set of function buttons which are displayed can be customized by the user, as well as the size, order, and hotkey associated with the function. Configuration of the toolbar button layout is described in Chapter 5 Application Level Configuration. Each button changes from active to inactive depending on the state of the calls managed by the application. The following table shows the set of functions that are active for different phone states. Phone State Call Active Idle or Idle with Held Calls Idle Ringing Call Active+Ringing Other Conditions* Feature Set Hold Dial Answer Hold Voice Over* Transfer Page Whiteboard Transfer Video* Hang Up Unpark App Sharing Hang Up Record* Conference Night Mode Chat Conference Record Barge In File Transfer Record Park Directed Call Pickup Park Add Note Group Call Pickup Add Note Whiteboard Pickup Other Group Whiteboard App Sharing Last Number Redial App Sharing Chat Call Forward Chat File Transfer Do Not Disturb File Transfer Selectable Message * Voice Over becomes enabled when the user dials a busy extension. * Video becomes enabled when the application detects that a video device (webcam) is connected to the host PC. * When using a deskset with the desktop application, an external recording interface, such as the ADA-L is required to enable Recording. . Additional switch programming and class of service permissions may be required to allow execution of some of the available functions. Background Music Whiteboard App Sharing Chat File Transfer

4 - 2

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Each of the feature keys available in the function toolbar and their associated actions are described in the following sections. 1.1 Answer � The Answer button allows the user to pick up a ringing line. � If only one line is ringing, then the Answer button connects the user to the ringing line and this becomes the active call. � If multiple calls are ringing, then the Answer key selects the oldest call. � If another trunk call is Active when the call is answered, then the original call is automatically placed on hold. If another internal call is Active when the call is answered, the original call is disconnected. � When a call is answered, the Active Call area (Full Window and Toolbar modes) is updated with an entry for the new call. 1.2 Hold � The Hold function places the current active call on hold. � The Active Call entry changes from indicating Active to Held (Full Window and Toolbar modes). � After the Hold function is selected, the current Active Call area is empty (Full Window mode). 1.3 Transfer The Transfer button initiates a transfer of the active call. When Transfer is initiated, the Transfer dialog is displayed (Figure 4-1 Transfer Call Screen). � The user can manually enter the number to be dialed in the Destination field using the number keys in the main area of the keyboard or the number keys on the keyboard's keypad. � Alternately, the user can select an entry from the Destination drop down list. Figure 4-1 Transfer Call Screen

4 - 3

___________________________________________________________________________________ ___________________________________________________________________________________ � The Destination drop down list includes a list of the most recent transfer destinations entered in this dialog box. The actions associated with each of the dialog buttons are described in the following sections. 1.3.1 Transfer Call – Start When the Start button is selected, the software will initiate a supervised transfer of the call. The Transfer dialog will be updated (refer to Figure 4-2 Transfer Call – Start). � Selecting the Complete button will connect the original caller to the destination and disconnect the user. � Selecting the Disconnect button will hang-up from the call to the Destination, and reconnect to the original caller. 1.3.2 Transfer Call – Blind � When the Blind button is selected, the application will initiate an unsupervised transfer to the specified destination. � Once the transfer is complete, the active call will be removed from the active call area (Full Window and Toolbar modes). 1.3.3 Transfer Call – Cancel � When the Cancel button is selected, the transfer operation will be cancelled and the Transfer dialog will be closed. � Pressing the Esc key will also initiate the Cancel operation. 1.4 Hang Up � The Hang Up button will disconnect the user from the active call. � When the active call is disconnected, the associated entry in the Active Call list will be removed (Full Window and Toolbar modes). Figure 4-2 Transfer Call – Start

4 - 4

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 1.5 Dial The Dial button allows the user to initiate an outbound call. When Dial is selected, the Dial following dialog will be displayed (refer to Figure 4-3 Dial Screen). � The user can manually enter the number to be dialed in the Destination field using the number keys within the main area of the keyboard or the number keys on the keyboard's keypad. � Alternately, the user may select an entry from the Destination drop down list. � The Destination drop down list includes a list of the most recent dial destinations entered within this dialog box. The actions associated with each of the dialog buttons are described in the following sections. 1.5.1 Dial – Start � When the Start Call button is selected, the software will initiate an outbound call to the specified destination. � The Active Call list will be updated to include an entry for the dialed call (Full Window and Toolbar modes). 1.5.2 Dial – Cancel � When the Cancel button is pressed, the Dial dialog will be closed. � The user may also initiate the Cancel operation by pressing the Esc key on the keyboard. Figure 4-3 Dial Screen

4 - 5

___________________________________________________________________________________ ___________________________________________________________________________________ 1.6 Conference The Conference button will initiate a conference that adds a third party to the active call. When the Conference function is selected, the following menu will be displayed (refer to Figure 4-4 Conference Call Screen). � The user can manually enter the number to be dialed in the Destination field using the number keys within the main area of the keyboard or the number keys on the keyboard keypad. � Alternately, the user may select an entry from the Destination drop down list. � The Destination drop down list includes a list of the most recent conference destinations entered within this dialog box. The actions associated with each of the dialog buttons are described in the following sections. 1.6.1 Conference Call – Start When the Start button is selected, the application will place the original call on hold and initiate a consultation call to the specified destination. Figure 4-4 Conference Call Screen Figure 4-5 Conference Call Start Screen

4 - 6

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � Selecting the Complete button will add the consultation call to the original call, completing the conference setup. � Selecting the Disconnect button will hang-up from the consultation call and reconnect to the original caller. 1.6.2 Conference Call – Cancel � When the Cancel button is selected, the conference operation will be cancelled and the Conference dialog will be closed. � Pressing the Esc key will also initiate the Cancel operation. 1.7 Record The Record button allows the user to record the audio portion of the currently active call. Recording automatically stops when the active call is disconnected. . An ADA-L adaptor is required for recording when the Desktop Application is run in Deskset mode. � The call recording is saved as a standard Windows sound file and associated with the call log record for the current call. � When recording is active, the text on the Record button will change to "Stop". � A setting in the Preferences/Recording tab selects whether manual recording is active or all calls are recorded automatically. � If the active call is placed on hold, the recording is stopped and automatically resumed when the call becomes active. � Transfer and Conference operations do not affect the recording state. During these operations, the recording continues until the user has dropped out of the call, or the recording is manually stopped. � Only one recording can be associated with a single call record. If the Record command is invoked multiple times for a single call, then all recordings are concatenated into a single file. � The Stop button causes the recording to stop.

4 - 7

___________________________________________________________________________________ ___________________________________________________________________________________ 1.8 Page The Page button allows the attendant to access the internal and external paging functions. When the Page function is selected, the following form will be displayed (refer to Figure 4-6 Page Screen). � The user specifies the Page zone category by selecting Internal, External, or Combined. � Within each Zone category, the combo box includes all of the available paging zones. � Selecting Start will initiate a Page to the designated paging zone. � Selecting Cancel will close the Page dialog without generating a Page. Figure 4-6 Page Screen

4 - 8

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 1.9 Park The Park button will transfer the active call to a specific park orbit. When this function is selected, the following dialog will be displayed (refer to Figure 4-7 Park Call Screen). � The spinner control allows the user to select the destination Park orbit. � Selecting the Start button will place the active call in the selected Park orbit. � Selecting the Cancel button will close the Park Call dialog without initiating a call park operation. � If the Park operation fails because the selected Park orbit is not available, an error message will be displayed. 1.10 Unpark The Unpark button will retrieve a call from a specific park orbit. When this function is selected, the following dialog in Figure 4-8 Unpark Call Screen, will be displayed. � The spinner control allows the user to select the destination Park orbit. � Selecting the Start button will attempt to retrieve a call from the specified Figure 4-7 Park Call Screen Figure 4-8 Unpark Call Screen

4 - 9

___________________________________________________________________________________ ___________________________________________________________________________________ Park orbit. � Selecting the Cancel button will close the Unpark Call dialog without initiating a unpark operation. � If the Unpark operation fails because the selected Park orbit is not occupied, an error message will be displayed. 1.11 Night Mode The Night Mode button is used to change the system night mode setting. When this function is selected, the following dialog will be displayed (Figure 4-9 Night Mode Screen). The Mode options that are available are: � Day Mode � Night Mode � Midnight Mode � Rest Mode � Day 2 Mode � Night 2 Mode � Midnight 2 Mode � Rest 2 Mode If the system programming is setup to require a password, then the user will fill in the Password field. Pressing the Start button will initiate the command to set the requested Night Mode options. Figure 4-9 Night Mode Screen

4 - 10

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 Pressing the Cancel key will close the Night Mode dialog without changing the Night Mode setting. 1.12 Barge In The Barge In button allows the user to enter another extension’s established call. When this function is selected, the following dialog will be displayed (refer to Figure 4-10 Barge In Screen). � The Number field allows the user to enter the extension to Barge In. � The Number field pull-down list includes the most recent entries for this field. � When the Start button is selected, the Barge In feature will be applied to the selected extension. � When the Cancel button is selected, the Barge In dialog will close. � If the Barge In operation fails, an error message will be displayed. � The Barge In operation will fail if the specified extension does not have an established call. � The Barge In operation will fail if the user does not have the appropriate Class of Service permissions to execute Barge In. Figure 4-10 Barge In Screen

4 - 11

___________________________________________________________________________________ ___________________________________________________________________________________ 1.13 Directed Call Pickup The Directed Call Pickup function allows the user to pickup a ringing call from a specified extension. When the Directed Call Pickup function is selected, the following dialog will be displayed (refer to Figure 4-11 Directed Call Pickup Screen). � The Pickup Type field is automatically set to Directed Call Pickup. � The Number field allows the user to specify the extension to be picked up by either manually entering a number or selecting a number from the pull- down list. � The Number field is a pull-down menu that stores the most recent text entered in this field. � Pressing the Start button initiates the Call Pickup for the specified extension. � Pressing the Cancel button closes the Call Pickup dialog without executing the call pickup operation. � The Pickup Type field allows the user to initiate other call pickup features, including Group Call Pickup, Pickup Other Group, and Call Pickup Specific Group. 1.14 Group Call Pickup The Group Call Pickup function allows the user to pickup a ringing call from within their call pickup group. When the Group Call Pickup function is selected, the phone will initiate the group call pickup. Figure 4-11 Directed Call Pickup Screen

4 - 12

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 1.15 Pickup Other Group The Pickup Other Group function allows the user to pickup a ringing call from within another call pickup group. When the Pickup Other Group function is selected, the phone will initiate the other group pickup function. 1.16 Last Number Redial The Last Number Redial function allows the user to easily initiate a call to a previously dialed number. ,When the Last Number Redial function is selected, the following dialog will be displayed (refer to Figure 4-12 Last Number Redial Screen) . � The user can manually enter the number to be dialed in the Destination field using the number keys within the main area of the keyboard or the number keys on the keyboard keypad. � Alternately, the user may select an entry from the Destination drop down list. � The Destination drop down list includes a list of the most recently dialed numbers. � Pressing the Start button will initiate a call to the requested destination. � Pressing the Cancel button will close the Last Number Redial dialog without initiating a call. 1.17 Voice Over The Voice Over function allows the user to interrupt another user extension that is busy on another call. The Voice Over function is enabled when the user has dialed a busy extension. Selecting the Voice Over function at this time will connect the user to the busy extension. Figure 4-12 Last Number Redial Screen

4 - 13

___________________________________________________________________________________ ___________________________________________________________________________________ 1.18 Call Redirect The Call Redirect function allows the user to send a call that is ringing on their extension to a different destination. The Call Redirect function is enabled when an external call is ringing into the user’s phone. Selecting the Call Redirect function will transfer the ringing call to the pre-defined redirect location. 1.19 Call Forward The Call Forward function allows the user to set their phone to automatically redirect incoming calls. When the Call Forward function is selected, the following dialog will be displayed (refer to Figure 4-13 Call Forward Screen). � This function can be used to either activate Call Forwarding or to Cancel Call Forward settings. � The Forward On field determines the conditions for Call Forwarding. Available options are: � Busy or Not Answered � Immediate � Not Answered � Immediate with Ringing � Busy � The Destination field specifies the phone number to receive the forwarded calls � The Destination field includes a drop down list which saves the previously specified forward destination. Figure 4-13 Call Forward Screen

4 - 14

Toolbar Functions ___________________________________________________________________________________ ___________________________________________________________________________________ Issue 1.0 SV8100 � Pressing the Start button will initiate the Call Forward operation. � Pressing the Cancel function will close the Call Forward dialog without changing the settings. 1.20 Do Not Disturb (DND) The Do Not Disturb function allows the user to set their phone to block incoming calls. When the Do Not Disturb function is selected, the following dialog will be displayed (refer to Figure 4-14 Do Not Disturb Screen). � The Do Not Disturb dialog allows the user to either set DND or clear a previous DND setting. � When “Set Do Not Disturb” is selected, the user can specify the DND condition using the “Applies to:” field. � The available DND options presented in the “Applies to” field are: � All Calls � Outside Calls � Paging/Intercom/Fwds/Transfers � Call Forwards � The “Cancel Do Not Disturb” is selected to remove a previous DND setting � Selecting the Start button will initiate the requested DND operation. � Selecting the Cancel button will close the Do Not Disturb dialog without processing the DND request. Figure 4-14 Do Not Disturb Screen

Other Telephone Manuals