Allworx® Reach for iOS User Guide Version 1.
Allworx® Reach for iOS User Guide Version 1.
Reach for iOS 1.1 User Guide ©2014 Allworx Corp, a Windstream company. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopy, recording, or otherwise without the prior written permission of Allworx Corp. Software in this product is Copyright 2014 Allworx Corp, a Windstream company, or its vendors. All rights are reserved.
Reach for iOS 1.1 User Guide Contents Introduction ........................................................................................... 1 Setup ...................................................................................................... 3 Overview ................................................................................................ 5 Layout ..............................................................................................................5 Icons ......................
Reach for iOS 1.1 User Guide Edit Conference Center Information ............................................................. 17 Contacts Tab .......................................................................................19 Overview ....................................................................................................... 19 Sorting Contacts ........................................................................................... 20 Personal Contacts ................................
Reach for iOS 1.1 User Guide Error Conditions .............................................................................................37 Other States ..................................................................................................39 Glossary .............................................................................................. 41 Toll Free 1-800-ALLWORX * 585-421-3850 wwww.allworx.
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Reach for iOS 1.1 User Guide 1 Introduction The Allworx Reach application enables users to send or receive business phone calls from an iOS device. By creating a virtual handset on the iOS device, users are able to work from remote locations and continue to send, receive, hold, transfer, and park calls; see the handset’s call history and business/personal contacts; and listen, reply, forward, or create voicemail.
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Reach for iOS 1.1 User Guide 2 Setup To use the Allworx Reach application, the Allworx Server Administrator must provide information about connecting to the server. This includes server IP address or addresses, username, and password. Contact the Allworx Server Administrator for this information. To use the web page setup link: • Administrators may send a “setup link” to the website http://get.allworx.com/ reach. This setup link includes the server IP addresses and username.
Reach for iOS 1.1 User Guide 3. Configure and activate the device: Devices with access to the Internet: a. Navigate to Info tab > My Server. See “Layout” on page 5 for more information. b. Type the IP address or addresses (separated by a comma) and Allworx username and password provided by the Allworx System Administrator into the appropriate fields. c. Tap the Login button. The iOS device asks if you would like to setup a handset. d. Tap Yes. The My Handset page displays.
Reach for iOS 1.1 User Guide 3 Overview 3.1 Layout Figure 1: Basic Layout iPad Active Tab Name Filters Search Field Device Status Current Call Status Area Active Tab Action Area Action Icons Dialpad Volume Control and Audio Route Application Tabs Figure 2: Basic Layout - iPhone Presence Status Do Not Disturb Device Status Area Audio Route Filters Status Icons Search Field Active Tab Action Area Action Icons Application Tabs Toll Free 1-800-ALLWORX * 585-421-3850 wwww.allworx.
Reach for iOS 1.1 User Guide 3.2 Icons The Allworx Reach for iOS application uses icons to view the status of a call or user and for call management. A colored icon indicates the feature is available during the call, and a gray icon indicates the feature is unavailable. There are three types of icons: • Status Icons - provide a visual cue of call status, contact type and availability, action tab counts, or indicates voicemail message downloading.
Reach for iOS 1.1 User Guide Table 3: Active Call Icons 3.3 Place a phone call. Tap twice to redial the last number. Conference Call. Send the current phone call to a new phone number. Hold. Place an intercom call. Transfer. Disconnect the current phone call. Cancel the call transfer. Display/Hide the numeric keypad. Park. Mute/Unmute. Dialpad backspace.
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Reach for iOS 1.1 User Guide 4 Device Status The iPad Device status area displays the active application tab, the username and extension, the Intercom and DND buttons, and the user presence. On the iPhone, the Device Status area displays the user presence and the audio route and volume control. To locate the Intercom button, navigate to the Phone tab. To locate the DND button, tap the presence. The DND button is in the drop-down list. 4.1 Presence The presence shows user availability status.
Reach for iOS 1.1 User Guide 2. Tap the Do Not Disturb option. A blue mark displays next to the Presence and Do Not Disturb options. 3. Tap Done to exit the screen. The iPhone screen displays the current presence and DND that indicates DND is active. To turn the DND option off, repeat steps 1, 2, and 3. 4.3 Intercom 1. Tap Intercom. Dial the Allworx user extension, and then tap the Call active call icon. For the iPhone, locate the Intercom option on the Phone tab. 2.
Reach for iOS 1.1 User Guide 5 Note: 5.1 Manage Calls Calls may be lost due to no connection between the Wi-Fi access point and the server or if there is a cellular to Wi-Fi network change.
Reach for iOS 1.1 User Guide 5.2 Place a Call iPhone: Navigate to the Phone tab. While dialing, matching contact numbers display in the Call Status section. The backspace action icon removes the last digit. Press and hold to remove all digits. To dial an external number, begin by dialing the outside line access digit set in the dial plan (usually 9), dial the phone number, and then tap the Call action icon. To dial an internal extension, dial the direct extension, and then tap the Call action icon.
Reach for iOS 1.1 User Guide 5.4 Transfer a Call 1. Tap the Transfer action icon. 2. Select a transfer option Option Description Blind Send the call unannounced to a new extension. Attended Send the call announced to a new extension. To Voicemail Send the call to an Allworx directory contact voicemail. To My Cell Phone Send the call to the current phone user’s cell phone. If there is no cell phone number, a dialog box displays to enter and store the cell phone number.
Reach for iOS 1.1 User Guide area. To end the entire conference call, tap the End action icon. If one party hangs up, that segment drops. 5.7 End a Call To end the current call, tap End at the bottom of the keypad or tap the red handset action icon in the Call Status section. 5.
Reach for iOS 1.1 User Guide 6 Calls Tab The handset displays a call history specific to the extension. The call items display the caller ID, date/time of call, and status / action icons. A right-to-left swipe of the call item enables the user to tap the Delete button and remove the phone call from the listing. 6.
Reach for iOS 1.1 User Guide Figure 2: Calls Tab and Call Detail - iPhone Status Icons Status Icons Filters Search Field Call Items Action Icons Contact and Call Status Information Network Details Action Icons Navigation to Contact Detail information Application Tabs Filters Filter Description All Display the Call History, Parked, and Scheduled Calls. Parked Display all calls placed into the Parking Orbit. Missed Display only the unanswered phone calls.
Reach for iOS 1.1 User Guide 6.3 Scheduled Conferences The Allworx Reach application downloads the scheduled conference calls from My Allworx Manager and not from any other external calendar. To schedule a conference call, go to My Allworx Manager and login. When the conference call is about to begin, tap the conference call green handset action icon automatically dials the Conference Bridge. The Auto-dialing Conference ID and password display in the Call Status area. Note: 6.
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Reach for iOS 1.1 User Guide 7 Contacts Tab The iOS device displays contacts specific to the Allworx handset. The iOS device accesses the Allworx server for the Directory contacts and the device contact application for Personal contacts. Together, these create the listings in the Contacts tab. The contact listing displays Contact photo (if available), Caller ID name and number, presence, favorite, and availability status. See “Icons” on page 6 for more information. 7.
Reach for iOS 1.1 User Guide Figure 2: Contacts Tab and Contact Detail - iPhone Navigation Buttons Contact Caller ID Filters Search Field Call Items Status Icons Contact Available Phone Numbers Action Icons Action Icons Application Tabs Filters Filter Description All Display the entire contacts list of the device. Favorites Display contacts with the Favorite status icon. Directory Display contacts from the business directory. Personal Display contacts from the Contacts application.
Reach for iOS 1.1 User Guide 7.3 Personal Contacts To add personal contacts, open the device Contacts application. If personal contacts do not display, check the iOS device privacy settings. To edit existing personal contacts: 1. Tap the contact to open the Personal Contact Detail page, and then tap Edit. Contact information displays, as well as the option to FaceTime, Send Message, Share Contact, or Add to Favorites (personal contact favorite). 2.
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Reach for iOS 1.1 User Guide 8 Voicemail Tab The number in the top, right corner of the Voicemail tab indicates the number of new voicemail messages. This number also displays on the Reach icon in the notification bar. The voicemail item displays Caller ID and the date/time of the call. Unread messages are in bold text. Tap the Play action icon to play the message or the Stop action icon to stop playing the message.
Reach for iOS 1.1 User Guide Figure 2: Voicemail Tab and Voicemail Detail - iPhone Filters Search Field Status Icons Voicemail Boxes and Voicemail Detail Voicemail Item Detail Action Icons Voicemail Actions area Action Icons Navigation Button to create voicemail messages. Application Tabs 8.2 Filters The Allworx Reach application enables users to select each filter independently to display or hide the voicemail listings matching the filter criteria.
Reach for iOS 1.1 User Guide Description Reply The device displays the Draft voicemail dialog box (for directory contacts with an active voicemail box). Forward The device displays the Draft voicemail dialog box. Delete The device removes the voicemail from the voicemail item listing. 8.5 Create a new Voicemail Message To create a new message: 1. Tap the Create New button. The Draft dialog page displays. 2. Tap the Record action icon to record a message up to two minutes long.
Reach for iOS 1.1 User Guide Option Description Attachment Remove the attachments from the draft voicemail. Recipients Remove the recipients from the draft voicemail. Cancel (iPhone only) Direct the user to the previous screen. 8.6 Delete a Voicemail To delete a voicemail listing: • Swipe the message listing, and then tap the Delete button. • Tap the message listing, and then tap the Delete button. 8.7 Forward a Voicemail To forward a voicemail listing: 1.
Reach for iOS 1.1 User Guide 9 Info Tab Users can set the Allworx Reach device Offline/Online, setup the server connections, connect or delete the Reach handset, setup the device personal preferences, or report a problem. The Info tab also displays the status and network information. Status Description Registered With Indicate the registered server IP address of the Reach device. Connecting Indicate the Reach device is locating an available network.
Reach for iOS 1.1 User Guide 9.3 My Server 9.3.1 Login Input the server information provided by the Allworx Server Administrator, and then tap the Login button. 9.3.2 Change Password If the Allworx server is using server software 7.7 or later, users can change the password to a new password at anytime. Tap the Change Password button. The Change Password page opens. Fill in the fields, and tap Change Password. The Allworx Reach application automatically logs in and is ready for use.
Reach for iOS 1.1 User Guide The SIP Port and the AMDS Port settings are the TCP ports for communicating with the Allworx Server for SIP phone signaling and for authentication, presence, and voicemail access. In most cases, the default values are correct. However, if the Allworx Server Administrator requires configuration changes that require accessing these services on different ports, adjust these fields to the new values. Field Input Server IP Address Provided by the Allworx Server Administrator.
Reach for iOS 1.1 User Guide 1. Tap My Handset and the My Handset page displays. 2. Select the appropriate option for deleting the handset: Delete handset on this device – removes the handset information from the device. The license is still associated with the user. Delete handset on this device and on server - removes devices associated with the extension. The license is no longer available to the user and is available for anyone within the system to use. 9.
Reach for iOS 1.1 User Guide suggestions immediately for analysis to improve the Allworx Reach experience. Note: Option is only available with an active email account set up on the device. 1. Tap the Report a Problem button. The application displays an email message ready to send to Allworx that contains the Allworx Reach Version, Device Type, and Debugging log information. Please do not remove. 2. Enter the Allworx support vendor email address. 3.
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Reach for iOS 1.1 User Guide 10 Reach Application OS Settings There are options within the Settings application on the iOS device that affect the Reach application, if changed. 10.1 Notification Center Settings 1. Navigate to the device home screen, and tap the Settings application icon. 2. Locate and tap Notifications Center > Allworx Reach. Set the options to your preference. Setting Description Options Alert Style Location of the visual notification.
Reach for iOS 1.1 User Guide 2. Locate and tap Privacy. Tap the option in the listing. Setting Description Options Contacts Enable the Allworx Reach application to access the device contacts. • On • Off Photos Enable the Allworx Reach application to access photos • On stored on the device. • Off Microphone Enable the Allworx Reach application to access the device microphone. • On • Off 3. Locate the Allworx Reach listing, and turn On the option. 10.3 Other Settings 1.
Reach for iOS 1.1 User Guide Setting Description Do Not Disturb Enable the iOS device to not ring during notification while the device is locked. For iOS devices with software version 6.0 or later: tap the Do Not Disturb option. Sounds Changes the Ringer and Alerts volume and specifies ringtones for each type of notification. For iOS devices with software version 5.1.1 or earlier: tap the General option, and then tap the Sounds option. For iOS devices with software version 6.
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Reach for iOS 1.1 User Guide 11 Troubleshooting 11.1 Error Conditions Condition Description Solution Setup Incomplete User did not complete the set up. Tap the Configure Now button within the message. The My Server dialog box displays. Follow the steps in the “My Server” on page 28 to finish the configuration. Server Unreachable User’s device cannot connect to the Allworx server. Tap the Check Address button within the message. The My Server dialog box displays.
Reach for iOS 1.1 User Guide Condition Description Solution Portal Unreachable (activated) The handset cannot reach the portal because it does not have access to the Internet or because of an internal error on the portal. Tap the Try Again button. The device restarts the connection process. For servers without access to the INTERNET: • Move the device to a network that can connect to the INTERNET and access the Allworx portal. • After activating the device, return to the preferred network connection.
Reach for iOS 1.1 User Guide Condition Description Solution The device displays the message “You are required to change your password before logging in.” The Allworx Server Administrator updated the server profile to require a new password. Tap the Change Password Now button and follow the onscreen prompts. Continuous ringing after call answering or ending an Allworx Reach call. Allworx Reach user continues to hear ringing when on an active call or after ending the call. 1.
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Reach for iOS 1.1 User Guide 12 Glossary Condition Description DND Do Not Disturb EULA End User License Agreement Parking Orbit A system wide location to hold a call. Users dial an extension to retrieve a call from the Parking Orbit. iOS The operating system for Apple products. SIP Session Initiation Protocol Toll Free 1-800-ALLWORX * 585-421-3850 wwww.allworx.
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User Guide Toll Free 1-800-ALLWORX * 585-421-3850 wwww.allworx.
User Guide 1 866 ALLWORX • 585 421 3850 Part number: 5000502 www.allworx.com Version: 1.1 Revised 6/3/2014 Page 2 Toll Free 1-800-ALLWORX * 585-421-3850 wwww.allworx.
