Nortel NN43119-101 - Manual

IP Softphone 2050 overview 17 IP Softphone 2050 overview The IP Softphone 2050 is a business telephone application that you can use to make and take calls over your computer. Using a headset or handset connected to your PC, you control calls with a click of the mouse pointer, from your PC keyboard, ...

IP Softphone 2050 overview 19 • Macro functions available for programming long dialing patterns Components The IP Softphone 2050 supports six main components: • “Call Control window” on page 19 • “Local Directory window” on page 19 • “Settings window” on page 19 • “System tray icon and menu” on page...

IP Softphone 2050 overview 20 For information about opening the Settings window, see “IP Softphone 2050 Settings” on page 76. System tray icon and menu You can right-click the IP Softphone 2050 system tray icon—located at the right side of the Windows taskbar at the bottom of your screen—to make and...

IP Softphone 2050 Call Control window 21 IP Softphone 2050 Call Control window The IP Softphone 2050 Call Control window supports the 1100 theme—designed to look and feel like the desktop IP Phone 1100 series—as well as an additional two compact themes, available in black and silver. The IP Softphon...

IP Softphone 2050 Call Control window 24 Call Control window elements and functions Table 1 describes the elements and functions of the Call Control window. Table 1: IP Softphone 2050 components and functions (Part 1 of 3) Element Function Primary display To provide call information (such as Caller ...

IP Softphone 2050 Call Control window 27 Hot keys You can assign keyboard hot keys to access the full range of Call Control window functions and menu options. • “Adding a hot key” on page 27 • “Removing a hot key” on page 28 Adding a hot key To add a new hot key: 1. Open the Settings window. For inf...

IP Softphone 2050 Call Control window 28 • Number sign (#) • Up, down, left, and right arrow keys • Shift+Up, Shift+Down • PageUp, PageDn • Alt+F1 to Alt+F12 • F1, Shift+F1,Ctrl+F1, Ctrl+Alt+F1, Ctrl+Alt+Shift+F1 • Space bar Removing a hot key To remove a hot key: 1. Open the Settings window. For in...

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

IP Softphone 2050 Directories 30 Opening a Local Directory from the Call Control window To open a Local Directory: 1. Click the Menu button and select View > Local Directory . 2. Select one of the following: — On the Shortcut Bar, select Directories > Local Directory . — On the menu, select Vi...

IP Softphone 2050 Directories 31 applications to the Personal Directory (or from the Personal Directory to other applications). An entry can contain any of the following: • Last name (up to 24 characters) • First name (up to 24 characters) • DN at work (up to 31 characters) • DN at home (up to 31 ch...

IP Softphone 2050 Directories 32 In Directory View mode, the number you dialed displays. Redial List content updates when you dial out. Entries in the Redial List are sorted by Call Log time. The oldest entry appears at the beginning of the list. To access the oldest entry, click the down navigation...

IP Softphone 2050 Directories 33 Password Administration For information about using and setting Password Administration, see “Using Password Administration” on page 110. Application Server Administration Using the Application Server Administration feature, your system administrator can: • Back up a...

Installing and setting up the IP Softphone 2050 34 Installing and setting up the IP Softphone 2050 The following describes the requirements for installing and setting up the IP Softphone 2050. System requirements To use the Nortel IP Softphone 2050, you require: • Pentium-compatible CPU (1 GHz or hi...

Installing and setting up the IP Softphone 2050 35 The Nortel USB Audio Kit includes: • USB Headset Adapter (desktop or mobile) • Installation Guide (English and French only) • USB cord Some kits also include a headset. The Algo Analog Terminal Adapter (ATA) is a USB adapter that lets you use analog...

Managing contacts from the Local Directory 36 Managing contacts from the Local Directory You can use the following options to manage contacts in the Local Directory: • “Adding contacts to a Local Directory” on page 36 • “Editing contacts in the Local Directory” on page 37 • “Deleting contacts from t...

Managing contacts from the Local Directory 37 7. Click OK . Note: For more information about entering information in the property fields, see “Using the Properties dialog box” on page 41. To add a contact to a group: 1. In the Shortcut Bar, select the group of shortcut links to which you want to add...

Managing contacts from the Local Directory 38 To delete a contact from the Local Directory: 1. Open the Local Directory . For details, see “Opening a Local Directory from the Call Control window” on page 30. 2. Using your mouse pointer, select the contact you want to delete. Note: To delete a range ...

Managing contacts from the Local Directory 39 Note: Names in the directory are formatted as last name, first name . Use this format when searching for a contact. 4. Click Find Now . Search results display in the Find Contact window. 5. To stop a search, click Stop . Filtering a Local Directory The I...

Managing contacts from the Local Directory 40 — Right-click the contact's entry, and then click the desired telephone number in the menu. — To dial the default telephone number, click Dial on the toolbar. — Click the arrow beside the Dial toolbar button, and then click the desired telephone number f...

Managing contacts from the Local Directory 41 A cursor appears in the Group button. 4. Enter the new name you want the group to be called. 5. Press Enter . Note: To view the list of contacts within a group, click the desired group in the Shortcut Bar. Using the Properties dialog box Use the Properti...

Managing contacts from the Local Directory 42 Properties — General tab Use this tab to store a contact’s name, address, e-mail address, company information, and telephone numbers. To create a contact record, enter the contact’s name and at least one telephone number. All other information is optiona...

Managing contacts from the Local Directory 43 • Outlook directory • Windows Address Book directory (WAB) To access these external directories, you must create a link to the desired directory in the Shortcut Bar. After you add the directory, an icon appears in the Shortcut Bar. You can then click the...

Managing contacts from the Local Directory 44 To add a new schema to the list: 1. From the Schema tab, click Add . A Dialog box opens. The Dialog box lists all current names and fields used by the LDAP directory. 2. In the Schema Name field, enter the name you want to use for your new LDAP schema. 3...

Managing contacts from the Local Directory 45 Linking to Windows Address Book directory To add a link to a WAB directory in the Shortcut Bar: 1. From the menu, select Directory > Add Link To > Windows Address Book . A Properties dialog box appears. 2. In the Directory Name field, enter the nam...

Managing contacts from the CS 1000 Directory 47 Managing contacts from the CS 1000 Directory Your server supports the following CS 1000 Directory features: Personal Directory, Redial List, and Callers List. You can use the following options to manage contacts in CS 1000 Directory features: • “Adding...

Managing contacts from the CS 1000 Directory 48 Note 1: Unlike the Local Directory, CS 1000 Directory features (Personal Directory, Redial List, Callers List) are stored on the Application Server. Note 2: You can also add contacts to the Personal Directory by copying entries from the Corporate Direc...

Managing contacts from the CS 1000 Directory 49 Deleting CS 1000 Directory contacts To delete a contact from the Personal Directory, Redial List, or Callers List: 1. On the Call Control window, click Directory . 2. Select the Personal Directory , Redial List , or Callers List . 3. Search for the ent...

Managing contacts from the CS 1000 Directory 50 3. Find the contact using one of the following: — Scroll to the desired contact. — Search for the contact by name or number. — Enter the number of the contact to find it. 4. To dial the selected entry, double-click the contact. Dialing from the Redial ...

Managing IP Softphone 2050 calls 51 Managing IP Softphone 2050 calls The following sections describe options for managing IP Softphone 2050 calls: • “Making telephone calls” on page 51 • “Answering telephone calls” on page 52 • “Incoming Call Notification” on page 52 • “Holding and retrieving teleph...

Managing IP Softphone 2050 calls 52 — Select a contact from a Microsoft application such as Outlook (if the IP Softphone 2050 has been selected as a line source in the application dialing properties). — Select Keys > Macros , and then choose the desired macro. — Click Directory , and then: a. Ope...

Managing IP Softphone 2050 calls 53 Figure 3: Incoming call notification window When this notification appears you can do one of the following: — Click Answer to answer the call. — Click Open to activate the IP Softphone 2050 Call Control window and select a call handling feature, such as forwarding...

Managing IP Softphone 2050 calls 54 Click the ROD key to start or stop the call recording. This key is associated with the active user ID and is displayed only if a call is active. The ROD key blinks while it is connecting to the call recording application, and is lit when the call is recording. The...

Managing IP Softphone 2050 calls 55 The SAVE key lamp status depends on the status of the call recording. If the call is to be saved, then the lamp is lit.. Hanging up telephone calls When your call ends, you must manually terminate the active line. To terminate a telephone call: 1. Click the approp...

Managing IP Softphone 2050 calls 56 To enable the IP 2050 Softphone TAPI Service Provider: 1. Select Start > Control Panel > Phone and Modem Options . The Phone and Modems Options window opens. 2. Click Advanced . 3. From the list of available Telephony Providers, select IP Softphone 2050 TAPI...

IP Softphone 2050 Expansion Module 59 Up to three EMs can be added to the IP 2050 Call Control Window, with the additional EMs cascading vertically beneath the original window. A scrollbar allows access to additional keys. Each key has a label and an icon indicating the state of the assigned client....

IP Softphone 2050 Graphical External Application Server 61 IP Softphone 2050 Graphical External Application Server The Graphical External Application Server (GXAS) is a plugin for the IP Softphone 2050 that enables you to launch and interact with applications that are available on a GXAS server from...

IP Softphone 2050 Graphical External Application Server 62 To exit without selecting an application, close the window or click Cancel . GXAS applications launch in a separate session window. Using the session window The active GXAS application is shown in the session window. The title bar at the top...

IP Softphone 2050 USB Headset Adapter 66 Muting a call When you mute a call, you can still hear your caller, but your caller cannot hear you. To mute a call using the Headset adapter, press the Mute button. Using the Smart Functions menu The Smart Functions menu provides quick access to IP Softphone...

IP Softphone 2050 USB Headset Adapter 67 Customizing the Smart Functions menu You can customize the features that appear on the Smart Functions menu using the Configuration Utility. To customize the Smart Functions menu: 1. From the Call Control window, select File > Settings > USB Headset . T...

IP Softphone 2050 macros 70 IP Softphone 2050 macros Use the IP Softphone 2050 to enter macros. A macro is a sequence of keystrokes that you can use to automate repetitive actions. For example, you can program a macro that selects a particular telephone line and then dials a telephone number automat...

IP Softphone 2050 menu commands 72 IP Softphone 2050 menu commands The following sections describes the IP Softphone 2050 menu commands: • “Call Control window menu command” on page 72 Call Control window menu command The IP Softphone 2050 supports a Windows-style menu command system, with File, Edi...

IP Softphone 2050 menu commands 73 • Settings —Opens the Settings window and the various tabs. Using the Edit menu From the Edit menu, you can choose from any of the following: • Copy —Copies the contents in the display window for use in other applications. • Paste —Pastes phone numbers or other dia...

IP Softphone 2050 menu commands 74 • Features —Select to view a list of available, server-supported features. • Macros —From the macros menu, select the macro you want to dial. Using the View menu From the View menu, you can choose from any of the following: • Local Directory —Select to access the L...

IP Softphone 2050 menu commands 75 Using the Change menu From the Change menu, you can choose any of the following options: • Change Font —Select this option to change the font used on the interface. • Change Color —Select this option to change the color of indicators, including the Mute On and Voic...

IP Softphone 2050 Settings 76 IP Softphone 2050 Settings Use the Settings window (shown in Figure 5) to access and configure the many IP Softphone 2050 features and functions. You can open the Settings window from the Windows Start Menu or from the IP Softphone 2050 Call Control window. Figure 5: Th...

IP Softphone 2050 Settings 77 — Click the Menu button and select File > Settings . Using the Settings window The following sections describe how to configure the various IP Softphone 2050 features and functions: • “Profiles” on page 78 • “Server” on page 82 • “License Servers” on page 84 • “Theme...

IP Softphone 2050 Settings 78 Features and functions are listed in the left pane of the IP Softphone 2050 Settings window (see Figure 5 on page 76). Select the desired feature to open the corresponding dialog box. Profiles Use profiles to configure the IP Softphone 2050. Using profiles, you can keep...

IP Softphone 2050 Settings 80 Selecting profiles To choose which profile the IP Softphone 2050 uses for your current session: 1. From the list of profiles, select the desired profile. 2. Click Reset . If the IP Softphone 2050 is currently running, it tries to reestablish communication with the serve...

IP Softphone 2050 Settings 81 Importing profiles Use import to restore the backed-up configuration files of your personal settings for current use. To import saved profiles: 1. Click Import . An Open dialog box opens. 2. Locate and select the profile you want to use. The Import Profiles text box ope...

IP Softphone 2050 Settings 82 Server Use the Server dialog box to configure the connection between the IP Softphone 2050 and your communications server and, if applicable, the GXAS server. You can either use the default method (DHCP) or manually specify an IP address. To open the Server dialog box, ...

IP Softphone 2050 Settings 84 Resetting the connection To reset the server connection while the IP Softphone 2050 is running, click Reset . License Servers Use the License Servers dialog box to add new license servers to the Server Address list and to specify the order in which they are contacted by...

IP Softphone 2050 Settings 86 The Feature Menu lists all available server-supported features. Use the arrow keys to move individual items up and down in the list. The list includes: • Message • Directory • Shift • Services • Expand • Copy • Quit • Redial List • Callers List Note: In CS 1000 systems,...

IP Softphone 2050 Settings 87 Use the Ringer Attenuation slider to increase or decrease the ringer volume. Sound Devices Use the Sound Devices dialog box to select and set the various IP Softphone sound devices. The dialog box is separated into two areas: • “Headset or handset device” on page 87 • “...

IP Softphone 2050 Settings 88 The Microphone text box displays the currently selected microphone. To change the microphone, select the microphone you want to use from the microphone list. The Speaker text box displays the currently selected speaker. To change the speaker, select the speaker you want...

IP Softphone 2050 Settings 90 Advanced Audio Note: This dialog box is intended for expert users only. Use the Advanced Audio dialog box to adjust settings for advanced audio controls. The following sections describe the Advanced Audio settings: • “Microphone Automatic Gain Control” on page 90 • “Ech...

IP Softphone 2050 Settings 91 Listener IP Note: This dialog box is intended for expert users only. Use the Listener IP dialog box to override port assignments when the IP Softphone 2050 application conflicts with another application on your computer. Under normal operation, the IP Softphone 2050 lis...

IP Softphone 2050 Settings 93 The text replacement table lists all the text replacement rules that are currently assigned. Both the original text and the replaced text appear in the list. To add a new text replacement rule, or to modify an existing rule: 1. Click New or Modify . A Find and Replace d...

IP Softphone 2050 Settings 94 To assign a sound for either the message or mute lamp: 1. From the Select a condition list, select Message Lamp On or Mute Lamp On . 2. Select Play sound . 3. Enter the path and file name of the audio file you want to use. You can also search for the file by clicking th...

IP Softphone 2050 Settings 95 Language Use the Language dialog box to select the language for the IP Softphone 2050 Settings window, Local Directory, and all menus and dialogs associated with the main application. Note: Some language that you encounter in operating the IP Softphone 2050 comes from y...

IP Softphone 2050 Settings 96 — Keys can be annotated to show user-defined information, such as a particular name or department. • Restore settings back to defaults. For information on using the Expansion Module, see “IP Softphone 2050 Expansion Module” on page 58. Personal Call Recording To use Per...

IP Softphone 2050 Settings 97 To display warning messages when call recording is enabled: 1. Select Display a warning message when call recording is enabled . 2. Click OK or Apply . Plantronics USB Bluetooth Headset Use the Plantronics USB Headset to configure settings for Plantronics USB Bluetooth ...

IP Softphone 2050 Settings 99 If you enable Active Call when the USB Headset Adapter is selected as the Ringing Speaker, then the external lamp also activates on incoming calls. Note: Any other application using the same audio channel as the USB Headset Adapter also activates the external lamp. Mess...

IP Softphone 2050 Settings 100 Note: The Smart Functions button is available on the desktop version of the USB Headset Adapter only. About The About dialog box displays current information about the IP Softphone 2050, including the following: • Current version number • Copyright information • Nortel...

Accessibility Interface 101 Accessibility Interface The Accessibility Interface works with screen reading software—such as JAWS® for Windows from Freedom Scientific—that lets visually-impaired users access the full range of IP Softphone 2050 features. To open the IP Softphone 2050 Accessibility Inte...

Accessibility Interface 102 • Access voice mail. • Use CS 1000 Directory features (Personal Directory, Redial List, Callers List). Line and Feature Choose from six available Line and Feature group keys to place or receive calls, or to access a range of server-supported IP Softphone 2050 features. No...

Accessibility Interface 103 This section describes the following: • “Navigating Control groups” on page 103 • “Navigating Menu Commands” on page 103 Navigating Control groups Use the following keystrokes to move through the four Control Group fields: • To move to the next field, press Tab . • To mov...

Accessibility Interface 104 Using hot keys You can assign keyboard hot keys to access the full range of Call Control window functions and menu options—necessary for using all of the IP Softphone 2050 features from the Accessibility Interface. For information about available hot keys, and for adding ...

Configuring CS 1000 Directory user preferences 105 Configuring CS 1000 Directory user preferences Your server supports the following CS 1000 Directory features: Personal Directory, Redial List, and Callers List. To access these features, click Directory on the Call Control window. For general inform...

Configuring CS 1000 Directory user preferences 106 Note: This procedure affects only the language used by CS 1000 Directory features. To change the language used by the Call Control window, see “Language” on page 95. Configuring the date and time CS 1000 systems support several date and time formats...

Configuring CS 1000 Directory user preferences 107 Use the Call Log telephone option to configure the following preferences: • “Logging all/unanswered incoming calls” on page 107 • “New call indication” on page 107 • “Preferred name match” on page 108 • “Area code setup” on page 109 • “Name display ...

Configuring CS 1000 Directory user preferences 108 To enable or disable new call indication: 1. Click Services . A list of options appears in the display area. 2. Use the up and down arrows (on either the navigation cluster or on your PC keyboard) to select Telephone Options > Call Log Options . ...

Configuring CS 1000 Directory user preferences 109 Area code setup Use area code setup to organize the display of incoming telephone numbers. When an incoming call arrives with an area code that matches one of the three stored area codes, the IP Softphone 2050 reorders the incoming call number to di...

Configuring CS 1000 Directory user preferences 110 3. Select last name, first name or first name, last name . The default setting for name display format is: first name, last name. Using Password Administration You can access Password Administration from the CS 1000 Directory features list. When the...

Configuring CS 1000 Directory user preferences 111 — Disable Pwd Protection 5. Click one of the following: — To accept your selection, click Yes . — To return to the Directory list, click No . 6. If you selected Yes , click Done to enable or disable Password Protection. Changing your personal passwo...

IP Softphone 2050 Diagnostics 113 IP Softphone 2050 Diagnostics Overview IP Softphone 2050 diagnostics are accessible from the Help menu and provide information about specific IP Softphone 2050 software, hardware, and networking components. This information is useful to advanced users or support per...

IP Softphone 2050 Diagnostics 114 To open a previously saved diagnostics page: 1. Click the Menu button in the top left corner of the diagnostics page window. 2. Select Open . 3. Browse to the location of the file you want to open. 4. Select the file. 5. Click Open . Using the Diagnostics View menu ...

Troubleshooting the IP Softphone 2050 115 Troubleshooting the IP Softphone 2050 The following sections describe various troubleshooting issues and suggested remedy actions: • “Connectivity problems” on page 115 • “Audio problems” on page 120 • “Reset conditions” on page 123 • “USB Headset problems” ...

Troubleshooting the IP Softphone 2050 117 Unable to obtain valid license Symptom: An error message appears that the license cannot be obtained, is invalid or has expired. Description: When the IP 2050 Softphone is launched, an error message appears in the display area indicating that the license ser...

Troubleshooting the IP Softphone 2050 118 various subcomponents, causing this message to appear two or three times in rapid succession during a normal startup. Note: Under normal setup, the “Connection Established. Reinitializing...” message appears briefly, then disappears after successful connecti...

Troubleshooting the IP Softphone 2050 119 Unable to retrieve communication server parameters from DHCP server Symptom: The following message appears:“DHCP server is not available”. Description: A connection with the DHCP server cannot be established. Potential causes: • Network down • DHCP server co...

Troubleshooting the IP Softphone 2050 120 The following message appears:”Service Denied. Reason XXXX “. Description: You are not authorized to use the communication server. Potential causes: • Invalid HardwareID in the Hardware ID dialog box (see “Hardware ID” on page 88) • Invalid communication ser...

Troubleshooting the IP Softphone 2050 121 One-way audio If you experience problems with one-way only audio: • Check that your system administrator has programmed the handsfree option on the communication server. • Check that the mute button is disabled. If mute is enabled, the mute button on the Cal...

Troubleshooting the IP Softphone 2050 122 To reduce the severity of these breaks, turn off the Windows transition effects for menus and tool tips. To turn off the Windows transition effects: 1. Select Start > Control Panel > Display . 2. Select the Effects tab, (or, in Windows XP, the Effects ...

Troubleshooting the IP Softphone 2050 123 Windows sounds play from your headset instead of your computer speakers, interfering with IP Softphone 2050 audio. Action: In some cases, the Windows operating system defaults all the sounds to the new sound device. To set Windows sounds to play from your co...

Troubleshooting the IP Softphone 2050 124 • Firewall applications intercept or delay packets, causing the IP Softphone 2050 to reset due to the expiration of the Watchdog timer. Note: Use care when using firewall applications on the same computer as the IP Softphone 2050. • Excess delay or loss of c...

Troubleshooting the IP Softphone 2050 127 If you suspect faulty enumeration, do the following: 1. Unplug the USB cable from the USB Headset Adapter. 2. Wait one minute. 3. Plug the USB cable into the USB Headset Adapter. This forces the USB Headset Adapter to re-enumerate. Cannot hear audio through ...

Troubleshooting the IP Softphone 2050 128 The following sections describe some common errors related to the TAPI feature: • “Attempting to use TAPI feature when IP Softphone 2050 is not active” on page 128 • “TAPI service provider is missing” on page 128 Attempting to use TAPI feature when IP Softph...

Index 131 Index A Accessibility Interface, 101Active Call, 98Answer button, 64Answer, 25Application Server Administration, 33 B Backlight, 64, 99 C Call Control Window 1140 skin, 22compact skin, 23 Caller ID, 65Callers List, 31Copy, 24CS 1000 Directory 30, 47 area code setup, 109call log, 107call ti...

Nortel Communication Server 1000 IP Softphone 2050 User Guide Copyright © 2005-2010 Nortel Networks . All Rights Reserved. LEGAL NOTICE While the information in this document is believed to be accurate and reliable, except as otherwise expressly agreed to in writing, NORTEL PROVIDES THIS DOCUMENT “A...