Title page Meridian 1, Succession 1000, Succession 1000M Succession 3.
Revision history Revision history October 2003 Standard 2.00. This document is up-issued to support Succession 3.0 Software. September 2002 Standard 1.00. This document is issued to support Meridian 1 Release 25.40 and Succession Communication Server for Enterprise 1000, Release 2.0.
Contents Contents Overview 6 i2050 Software Phone features........................................................................ 6 Main parts ........................................................................................................ 7 Your Call Control window 8 Standard Call Control window.......................................................................... 9 Enhanced Call Control window ......................................................................
Contents Using the USB Headset Adapter 26 Overview of the USB Headset Adapter .......................................................... 26 Answering calls with the USB Headset Adapter ............................................. 27 Hanging up calls with the USB Headset Adapter ........................................... 27 Adjusting the volume with the USB Headset Adapter..................................... 27 Muting a call................................................................................
Overview Overview The i2050 Software Phone turns your computer into a telephone. To make a call, you dial with your keyboard or mouse. To answer a call, you simply click a button. Instead of holding a telephone receiver to hear and speak to callers, you wear a headset. Designed to work with IP-based phone systems, the i2050 Software Phone provides Voice Over IP (VoIP) services using a telephony server and your company's local area network (LAN).
Overview - Volume - Mute - Navigation - Message waiting • User-selectable ringer that enables the PC speakers or the headset to ring for incoming calls. • Macro functions for programming lengthy dialing patterns. Main parts The i2050 Software Phone consists of four main parts, the i2050 Software Phone window, the Local Directory window, the i2050srv application, and the System Tray icon and menu.
Your Call Control window Your Call Control window There are two Call Control windows for the i2050 Software Phone: Standard and Enhanced. Both windows contain many elements in common that provide access to the i2050 Software Phone features. Note: The Standard Call Control window is the default when you start the i2050 Software Phone for the first time. You can modify the settings such that the Enhanced Call Control window opens subsequently.
Your Call Control window Standard Call Control window The Standard Call Control window (shown on page 9) includes the standard features that enable you to make and manage telephone calls. The elements of the Standard Call Control window are described in Table 1 on page 12.
Your Call Control window Enhanced Call Control window The Enhanced i2050 Software Phone Call Control window (shown on page 11) includes the enhanced features that enable you to make and manage telephone calls. The elements of the Enhanced Call Control window are described in Table 1 on page 12. To open the Enhanced Call Control window: On the Standard Window Interface, click Application menu > Select Skin > Enhanced.
Your Call Control window Figure 2: Enhanced Call Control window Application Message Waiting light Primary display Soft keys Navigation arrows Show Lines Volume buttons Copy Quit Mute button Hold Goodbye/Release Answer/Handsfree Line keys Tray Menu List Directory Inbox Outbox Next Toolbar Open Services Previous Toolbar Quick Dials Redial List Local Directory Callers List 11
Your Call Control window Call Control window elements and functions The following table describes the elements and functions of both the Standard and Enhanced Call Control windows. Table 1: i2050 Software Phone components and functions (Part 1 of 3) Element Function Application Click the Application button to access the Application menu. Message Waiting light The Message Waiting light flashes when there is a message waiting.
Your Call Control window Table 1: i2050 Software Phone components and functions (Part 2 of 3) Element Function Hold Click the Hold key to place an active call on hold. The feature key label for the held line displays a flashing icon to indicate the call is on hold. Return to the call by clicking the Line button of the call on hold. Goodbye/Release Click the Goodbye/Release key to terminate active calls.
Your Call Control window Table 1: i2050 Software Phone components and functions (Part 3 of 3) Element Function Inbox Click the Inbox button to access your messages or return a call. Outbox Click the Outbox button to see a list of the numbers you have dialed or to redial a number. Services Click the Services button to access a list of network services. Open Click the Open button to open a network service, feature, or folder. Next Toolbar Click the Next Toolbar button to display the next toolbar.
Your Call Control window Hot keys Within the Call Control window, the computer keyboard provides hot keys to access common features: • Enter – Answer a call • F12 – Release or terminate a call • F5 – Put call on hold • F1 to F4 – Represent the Soft keys • Alphabetic keys map to numbers as per Dial Pad mapping • Arrow keys map to navigation keys • Alt-V pastes or inserts data into the interface (For example, you can copy a phone number from an application and paste it into the i2050 Software Ph
Your Call Control window Note: Some communications servers do not provide Calling Party and Called Party identification to the i2050 Software Phone. Therefore, the name and number of the caller may not be available to the i2050 Software Phone, even when it appears on the Primary display. The Quick Dials Group If you click the Quick Dials button, you will see the contacts stored in the Quick Dials group.
Installation and setup Installation and setup System requirements To use the Nortel Networks i2050 Software Phone, you need: • • • • • • • Pentium-compatible CPU (200 MHz or higher) 128 Mbytes RAM (Microsoft Windows 2000) 64 Mbytes of RAM (Microsoft Windows 98) 55 Mbytes of free hard drive space (all languages) 800X600 resolution monitor (16-bit color) Universal Serial Bus (USB) port Nortel Networks USB Audio Kit Supported operating systems • • • • • • Microsoft Windows XP Microsoft Windows 2000 Profess
Installation and setup Install the USB Headset Kit Follow these steps to install the USB Headset Kit: 1. Ensure that you have the proper system requirements as listed above. 2. Call your system administrator who may need to change some settings before you can connect the i2050 Software Phone on the communications server. 3. Connect the coiled lower cord to the headset cord with the Quick Disconnect connector. Ensure the Quick Disconnect is securely fastened. 4.
Managing contacts Managing contacts Adding contacts You can add contacts to the Local Directory in the Main Group, or to any group on the Shortcut Bar. To add a contact: 1. Do one on the following: a) Click on the Main Group and click on the Local Directory b) Click on the Group in the Shortcut Bar you want to add contacts to. You can click on Main, Quick Dials, or any custom group that you created. 2. Click on File > New Contact... or click on the New Contact toolbar button.
Managing contacts Editing contacts To edit a contact: 1. On the Call Control window, click Application menu > Local Directory > Local Directory or click View > Local Directory. The Directory opens. 2. Find and click on the contact you want to edit. 3. Click File > Properties or click on the Properties toolbar button. The Properties dialog box appears. 4. Select each tab and edit the information. 5. Click Save. Deleting contacts To delete a contact: 1.
Managing contacts 4. Enter your search criteria. You can enter the name, e-mail address, or phone number. Remember to enter it the way it appears in the directory. For example, the name should be in the format, “last name, first name.” 5. Click Find Now. The dialog box expands to display a list of the contacts that fit your search criteria. 6. To stop a search, click Stop. Filtering a directory The i2050 Software Phone directory enables you to filter directories.
Managing contacts Adding a group to the Shortcut Bar To add a new group: 1. Right-click on a blank area on the Shortcut Bar and click Add New Group. A blank Group button appears at the bottom of the Shortcut Bar with a blinking cursor. 2. Enter the name you want for the group and press Enter. To view the contents of a group, simply click on the group’s button.
Managing contacts Properties - Business tab Use this tab to store a contact’s name, 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 optional. Note: Inserting a comma in the telephone number inserts a 0.5 second delay before dialing the numbers that follow the commas. Insert as many commas as required. Export button This button exports the contact information to a *.vcf file.
Managing calls Managing calls Making telephone calls Before making a call, ensure you are wearing your headset. To make a call: 1. Select the line you want to use by clicking on a Line key. 2. Enter the phone number using the number pad on your keyboard or using the mouse and the i2050 Software Phone Dial Pad. Tip: To make a call on your prime telephone line, click the Answer/Handsfree button and dial the telephone number as described above.
Managing calls Hanging up telephone calls To hang up a telephone call: 1. Click on the appropriate Line key to ensure it is selected. 2. Click on the Goodbye/Release key.
Using the USB Headset Adapter Using the USB Headset Adapter Overview of the USB Headset Adapter The features of the USB Headset Adapter are briefly described below. Table 2: USB Headset Adapter elements and functions Element Function Message Waiting light The red Message Waiting light is located at the top of the USB Headset Adapter. This light has the same function as the Message Waiting light on the i2050 Software Phone interface. This light flashes when you have voice mail messages.
Using the USB Headset Adapter Answering calls with the USB Headset Adapter You can answer a call using the USB Headset Adapter even if the i2050 Software Phone is minimized or in the background. To answer a call using the USB Headset Adapter: 1. Ensure you are wearing your headset. 2. Press the Answer button. If the i2050 Software Phone is minimized or in the background and you want to view the Caller ID information before you answer the call: 1. Ensure you are wearing your headset. 2.
Using the USB Headset Adapter 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 i2050 Smart Functions menu The i2050 Smart Functions menu provides quick access to i2050 Software Phone features. You can customize what appears on this menu using the i2050 Configuration Utility. To access the i2050 Smart Functions menu: 1.
Using the USB Headset Adapter 5. Click the Configure Smart Functions button. 6. Use the procedures below to change the functions that are available. 7. Click the OK button to close the Configure Smart Functions dialog box. 8. Click the OK button to close the i2050 Configuration Utility. To add a function: 1. On the Available functions list, click the function you want to add. 2. Click the Add button. To remove a function: 1. Click the function you want to remove. 2. Click the Remove button.
Using the USB Headset Adapter 3. In the Command box, enter the pathname and file name of the function you want to add. If you do not know the pathname or file name of the function, click the Browse button beside the Command box. You can then navigate to the correct file, select it, and click the Open button. 4. In the Arguments box, enter any arguments that are required for this function.
Using macros Using macros About macros The i2050 Software Phone enables you to record macros. A macro is a saved sequence of steps. For example, you can program a macro that selects a particular telephone line and then dials a telephone number automatically. For example, macros are used to ensure that certain numbers are always dialed out on a particular telephone line and to make it easier for you to dial a number. Once you have recorded a macro, it is saved under the Macro menu.
Using macros Playing a Macro You can play macros to dial telephone numbers or access your Voice Mail. Once you have recorded a macro, it is saved under the Macro menu. To play a Macro: Click Macro > [Macro name] or click Application menu > Macro > [Macro name].
Menu commands Menu commands Enhanced Window menu Click on Application Menu to access the menu on the Enhanced Window. Trays Selects the information that appears on the Enhanced Window. Retract Tray - Displays no additional information, so the Enhanced Window takes up less space. Lines - Displays the Line keys in two columns. Number Pad - Displays the Dial pad. Combo - Displays the Line keys and the Dial Pad. Configure Audio Specifies the sound device you want to use with the i2050 Software Phone.
Menu commands Help Opens the i2050 Software Phone help window. About Displays information about the i2050 Software Phone. Exit Closes the Call Control window, but does not disconnect your computer from the telephony server so you can still receive telephone calls (i.e., the i2050srv application remains running in the background). Standard Window menu The Standard Window menu contains the following items: Configure Audio Specifies the sound device you want to use with the i2050 Software Phone.
Menu commands View menu The View menu contains the following items: Local Directory Displays the Local Directory. Message Waiting Shows or hides the Message Waiting Light. Toolbar Shows or hides the Toolbar. Primary Display Shows or hides the Primary Display. Compact Lines Displays the i2050 Software Phone's Line keys in two columns so that the main window takes up less space. Numeric Pad and Lines Displays the Dial Pad and the Line keys in one column.
Menu commands Macro menu The Macro menu contains the following items: Macro [Name] Executes the macro you saved in this command. Record Starts recording a macro. Abort Stops recording a macro. Help menu The Help menu contains the following items: Contents Displays the help topics. Search Searches the help topics for a word or phrase. Index Displays the index for the help topics. What's This? Activates Context Sensitive Help.
Troubleshooting Troubleshooting Application interoperability issues Some applications do not properly check versions of shared system files at installation time. This can cause interoperability problems between the i2050 Software Phone and other applications. For example, installing Timbuktu version 2.0 for Windows 2000 overwrites a .dll file that is also used by the i2050 Software Phone. The i2050 Software Phone requires the newer version of the.dll and installs this newer version if necessary.
Troubleshooting Potential causes: • • • • • Network is down Computer is not connected to the network Invalid communications server settings in the Configuration Utility Invalid communications server settings in DHCP configuration Communications server is down Action: • Try pinging another station on the network. • Try pinging the communications server. • Use the Configuration Utility to verify the communications server IP address and port number.
Troubleshooting Authorization failed Symptom: The following message appears: • Authorization failed Description: Client has not been authorized to use the communications server. Potential causes: • The client has not been authorized by your system administrator. • The HardwareID in your configuration (Configuration Utility) does not match the HardwareID provisioned for the communications server. Action: Contact your system administrator.
Troubleshooting Service Denied Symptom: The following message appears: • Service Denied. Reason XXXX Description: You are not authorized to use the communications server. Potential causes: • Invalid HardwareID in the Configuration Utility • Invalid communications server configuration Action: • Ensure your communications server programming is correct.
Troubleshooting Audio problems Verify basic audio operation To verify the physical connection and proper Windows audio configuration, record an audio message and play it back using the USB headset. One-way audio Check that the handsfree option has been programmed for the i2050 Software Phone on the communications server. Check if the mute option has been turned on. If the mute option is on, the Mute button appears red on the i2050 Software Phone interface.
Troubleshooting Other causes of audio issues Other applications running on your computer, especially CPU intensive applications or applications that intercept or delay packets (such as firewalls), can cause broken audio. Multiple Ethernet interfaces on a single PC may not work well together. For example; the i2050 Software Phone may exhibit intermittent breaks in audio when using notebooks that have a Xircom RealPort Cardbus Ethernet 10/100+Modem 56 PC Card (PCMCIA) inserted when the notebook is docked.
Troubleshooting 4. On the Sound Playback Preferred device drop down list, select your computer sound card. Similarly select your computers Sound Recording Preferred device as another device if you do not wish to use the Headset Adapter for this purpose. Advanced audio settings Under normal conditions, you should always select the Use Communications Server values option. When you choose this option, the i2050 Software Phone uses the jitter buffer parameters sent from the communications server.
Troubleshooting USB Headset problems Headset not functioning Try the following in order presented: 1. Verify that you have one of the supported operating systems. To check the type of operating system you are using, right click on My Computer and then click Properties. 2. Check that Universal Serial Bus controllers appears in the Windows Device Manager. If it does not appear, you might need to enable USB in your computer’s setup menus or get a BIOS upgrade. Contact your computer supplier. 3.
Troubleshooting 1. Unplug the USB cable from the USB Headset Adapter. 2. Wait one minute. 3. Plug the USB cable into the USB Headset Adapter. 4. This forces the USB Headset Adapter to re-enumerate. Cannot hear audio through the headset Ensure that the headset plugged into the USB adapter is the one provided by the manufacturer. Check the connectors for a loose connection.
Troubleshooting Potential causes: The i2050 Software Phone Call Duration feature relies on the communication server providing a call timer. The communication server writes this value during a call. The i2050 Software Phone directory records the value provided by the communications server. The i2050 Software Phone directory records a blank value for Call Duration when the communication server does not provide this value and identify it as a call timer to the i2050 Software Phone.
Troubleshooting Redial List records Unknown Name and Unknown Number Symptom: Unknown Name and Unknown Number are recorded in the Redial List even though one or both of these values are visible in the Primary display of the i2050 Software Phone. Description: Some versions of communications server do not designate the data written to the Primary display of the i2050 Software Phone as caller information. The i2050 Software Phone is therefore unable to determine the caller information.
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Meridian 1, Succession 1000, Succession 1000M i2050 Software Phone User Guide Copyright © 2002 – 2003 Nortel Networks All Rights Reserved Information is subject to change without notice. Nortel Networks reserves the right to make changes in design or components as progress in engineering and manufacturing warrant.