Bria 3.
CounterPath Corporation CounterPath Corporation Suite 300, One Bentall Centre 505 Burrard Street, Box 95 Vancouver, BC V7X 1M3 Tel: 604.320.3344 sales@counterpath.com www.counterpath.com © March 2010 CounterPath Corporation. All rights reserved. Windows, Windows Vista, Active Directory, Excel and Outlook are registered trademarks of Microsoft Corporation in the United States and other countries.
Contents Introduction...................................................................................................................................1 Installation and Setup....................................................................................................................3 Getting Ready .........................................................................................................................3 Installing Bria .................................................................
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1 Introduction Read this manual if you are working in an enterprise and you have a system administrator. It is assumed that your system administrator has either configured Bria on your behalf or has give you instructions on configuring it yourself. If you are not working in an enterprise, read the user guide “Using Bria 3.0 for Windows – for Retail Deployments”.
CounterPath Corporation • Support for the following video codecs: H.263, H.263+ 1998, H.264. • Automatic selection of the best codec based on the other party’s capability, the available bandwidth, and network conditions. Bria switches the codec within a call in response to changing network conditions. Compliance to 3261 SIP standard.
2 Installation and Setup 2.1 Getting Ready Multimedia Device Requirements Bria requires both speakers and a microphone to make calls. Any of the following configurations are acceptable: • • • • • External speakers and microphone Built-in speakers and microphone Dual-jack multimedia headset USB multimedia headset USB phone. HID-compliant devices can be configured to work with Bria.
CounterPath Corporation 2.3 Starting Bria First-time Startup If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. The Bria Login dialog appears with the Profile set to “No login required”. 1. Set the profile to the value specified by your system administrator. Typically: • • • 2. No login required: Used if you will manually configure Bria, as described below.
Bria 3.0 for Windows User Guide – Enterprise Deployments 2.4 Configuring Bria Read this section if your system administrator advises you that you must either configure Bria or complete the configuration. (If your administrator advises you that configuration is already done, go to “Setting up a Contact List” on page 6.) 1. From the Bria menu, choose Softphone > Account Settings. The SIP Account window appears. 2. Set up the first SIP account as instructed by your administrator. 3.
CounterPath Corporation 2.5 Setting up a Contact List Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files. You can set up contacts in several ways: • • • • • During a call that you place or receive, you can add the other party to your contact list. See “Handling an Established Call” on page 17. You can add addresses to the Contact list one by one. See page 34. You can use your Microsoft® Outlook® address book directly from Bria. See page 32.
Bria 3.0 for Windows User Guide – Enterprise Deployments 2.6 Troubleshooting Bria includes three tools for helping you troubleshoot problems: • • • You can verify that your microphone, speakers and camera are working and can set the volume to a comfortable level without having to actually place a phone call. You can verify that you are successfully connected to the network. While you are on a phone call, you can test the quality of the audio.
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3 Using Bria 3.1 Starting and Quitting Bria If Bria is not already running, start it as you would any other program: Use the Windows Start menu or double-click the desktop icon. Bria appears. To quit Bria, click Softphone > Exit or press Ctrl-Q. 3.2 The Onscreen Softphone Show/hide directory, IM archive, and workgroup Close to system tray. This icon does not shut down Bria Bria menu. See below. Minimize to system tray Call entry field See page 11. Open/close video window Show/hide dial pad Resources.
CounterPath Corporation The Bria Menu Bria. •Accounts. You will work with these settings only if advised to do so by your system administrator. • • Preferences. These settings control the way that you work with Bria and apply to all accounts. See “Configuring Preferences” on page 48. Exit. To shut down Bria. You can also exit by pressing Ctrl+Q. View. Changes how Bria looks. Contacts. Lets you work with contacts. Actions. Lists the actions that you can perform, depending on the current “state” of Bria.
Bria 3.0 for Windows User Guide – Enterprise Deployments 3.3 Placing a Call You can contact someone using: • • A traditional phone number. A softphone address (for example, kperera@domainA.com) Place the call as described in the table below. The outgoing call opens in its own call panel, below any other existing call panels. You will hear a ringing tone while Bria attempts to make a connection. A call panel opens showing the call attempt, then the call established.
CounterPath Corporation Call entry field Click to place the call Auto complete suggestions 12
Bria 3.0 for Windows User Guide – Enterprise Deployments Selecting the Account to Use This information applies only if you have more than one SIP account set up and enabled. When you place a call, you can explicitly specify the account to use for that call. If you choose Auto Select, then the account to use depends on dial plan rules set up by your system administrator. If there are no dial plan rules, then the “preferred” account (page 46) is used. Choose the account to use.
CounterPath Corporation Placing another Call To place a new call (without hanging up on the current call), simply place the call in the normal way. A second call panel opens below the current call. The first call is automatically put on hold. Switch between the different calls by clicking Resume on the desired call panel. That call becomes the active call and all other calls are on hold.
Bria 3.0 for Windows User Guide – Enterprise Deployments 3.4 Handling Incoming Calls Bria must be running to answer incoming calls. (If Bria is not running, incoming calls may be directed to voicemail; check with your system administrator.) As soon as an incoming call is received, a call panel appears, showing information about the call. In addition, the Call Alert box appears, even if Bria is minimized. For information on setting call alert preferences, see page 49.
CounterPath Corporation Auto Answer You can set Bria to automatically answer all incoming calls. To turn auto answer off and on, in the Call panel click Options > Auto Answer. The AA icon appears in the menu bar. Turn Auto Answer on or off The Auto Answer indicator appears on the menu bar. Auto answer is initially configured to auto-answer after one ring, and to send only your audio when the call is established. To change this configuration choose Softphone > Preferences > Call Automation.
Bria 3.0 for Windows User Guide – Enterprise Deployments 3.5 Handling an Established Call While the call is in progress you can: • • • • • • Control the audio: use the speakerphone, mute the call, control volume. Record the call. Put the call on hold. Add the caller as a contact. Transfer the call. See the next page. Add video. Pause and resume video when video is already present. See “Handling Video Calls” on page 20 Place another call (current call is automatically put on hold).
CounterPath Corporation 3.6 Transfering a Call Basic (Unattended) Transfer – Transfer this Call You can transfer a call to any number without first speaking to the other person. The call will be • • If you hang up immediately and the other person does not answer, the person you are transferring will have to hang up. If you do not hang up immediately and the other person does not answer, the call will come back to you Click the Transfer button The call is put on hold and a call entry field appears.
Bria 3.0 for Windows User Guide – Enterprise Deployments Attended Transfer – Call then Transfer You can first speak to the target (the person you are transfering the call to), then click Transfer to complete the transfer.
CounterPath Corporation 3.7 Handling Video Calls Click the down arrow and choose Video call Show/hide dialpad Call entry field Placing a Video Call You can start a call with video. See the table. How Keying From the... Dialpad or computer keyboard Description 1. Enter the number or address in the call entry field using the dialpad or the computer keyboard If entering a softphone address, you can enter the entire address (kpereira@domainA.com) or just the name (kpereira).
Bria 3.0 for Windows User Guide – Enterprise Deployments Adding Video If you have a camera, you can click Start Video ( may (or may not) start sending their video to you. ) in the call panel. When you add video, the other party Other Party Adds Video If the other party starts their video, your video window automatically opens and the video is played. You can start sending your own video, if desired (and assuming you have a camera) by clicking Start Video( call panel.
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Bria 3.0 for Windows User Guide – Enterprise Deployments Managing the Conference Mute. When you mute during a video call, you may also want to click Stop Video to stop the video feed. Participant menu Conference call entry field Adding More Participants You can add more participants to an existing conference in any of these ways: • • • Right-click on a contact or history item and choose Add to Conference Call. In the conference call panel, enter a name in the call entry field and click Add.
CounterPath Corporation Video Conference Calls This person already has video. This person does not have video. To add this person to the group who will receive video, choose Start video from the participant menu. Closing the video window stops sending video to all participants who have “Video” beside their name.
Bria 3.0 for Windows User Guide – Enterprise Deployments 3.9 Voicemail If your service includes voicemail and you have set up voicemail options (page 45), then when you have voicemail messages, the voicemail icon appears at the top of the phone (the icon may include a number). You can click the icon to automatically connect to voicemail and listen to your messages. Voicemail icon 3.10 Forwarding Calls Forwarding Calls You can enable or disable forwarding so that calls will be forwarded to another number.
CounterPath Corporation 3.11 Instant Messaging Sending an IM 1. You can send an IM to a contact who has a softphone address. From the Contacts tab Right-click on the contact and choose Send Instant Message. The contact must have a softphone address. An active phone call If the person is a contact, choose Send Instant Message from the call panel menu. An active conference call If the participant is a contact, choose Send Instant Message from the participant menu. 2. Type the message.
Bria 3.0 for Windows User Guide – Enterprise Deployments Conference IM—Group Chat Group chat allows you to exchange instant messages with a group of people in the same session. All people must have XMPP accounts configured in order to participate in group chat. There is no limit to the number of participants in a group chat. You can also invite more participants during a group chat session. 1. In the Address Book on the Contacts tab, select the desired contacts. Contacts must be online. 2.
CounterPath Corporation Viewing the IM Archive You can view your recent IM activity for any contact or group chat session. On the menu, choose View > Instant Message Archive. In the Archive window, select a contact from the list.
Bria 3.0 for Windows User Guide – Enterprise Deployments 3.12 Sending and Receiving Files Sending Files If you have an XMPP account, you can send files to another contact who has a Jabber address (meaning that they have an XMPP account). 1. Choose one of these actions: • • Right-click a contact and choose Send Files; a standard Open dialog box opens. Select the files to send and click Open. The Send Files dialog appears with a “waiting” message.
CounterPath Corporation 3.13 Viewing Your Workgroup The workgroup feature must be configured by a system administrator. The workgroup gives you a detailed view of phone-related activity for a team. You cannot remove yourself from the workgroup or add anyone to the workgroup without the assistance of the system administrator. To view your workgroup, click View > Workgroup.
4 Using Resources 4.1 Contacts Tab Add a Contact Search entire contact list Filter contact list The online status of others. See page 39. The Contacts tab displays your contacts and lets you specify multiple contact methods for them, including: • • Softphone address Home phone number, business phone number, mobile phone number Contacts are typically organized into groups. Bria includes built-in groups: “Family”, “Friends” and “Work”. You can add more groups, as desired.
CounterPath Corporation Populating the Contact List At any time, but particularly when you first deploy Bria, you may want to populate the contact list with contacts from an external source. From WebDAV or XCAP If your system administrator has set up a WebDAV or XCAP server, then once Bria is configured to use this server for contact storage, the contacts from that source will automatically appear in the contact list. From then on, each time you add a contact, it will be stored on that server.
Bria 3.0 for Windows User Guide – Enterprise Deployments 2. Insert a blank row as the first row, then insert the headings that Bria will use to interpret the meaning of each column. The columns can be in any order. The most popular headings are: • • • • entry_id display-name, given_name, surname postal_address pres_subscription. You can fill in this column in the file in order to set up contacts for presence outside of Bria.
CounterPath Corporation Managing Contacts and Groups The following information does not apply if you are using your Microsoft® Outlook® address book from within Bria. Instead, read “Managing Contacts and Groups when Using Outlook” on page 36. Adding a Contact Click table. , or right-click a group and choose Add Contact to Group. The Contact Profile dialog appears. See the On a new contact, this checkbox and the Introduction Message button become enabled once you enter a softphone address.
Bria 3.0 for Windows User Guide – Enterprise Deployments Sharing Online Status Online status information is handled by the account specified in the Accounts Settings window. To see which account is currently being used for online status information, choose Softphone > Account Settings. Adding a Contact using an Existing Address You can add a contact by capturing existing information: • • If you are on a phone call with a person who is not a contact, click the Add to Contacts button in the call panel.
CounterPath Corporation Managing Contacts and Groups when Using Outlook The following information applies if you are using your Microsoft® Outlook® address book from within Bria. Adding a Contact Click , or right-click a group and choose Add Contact to Group. The Outlook Contact dialog appears. Complete the fields and save the information. The new contact will automatically appear in your Bria contact list.
Bria 3.0 for Windows User Guide – Enterprise Deployments Using Contacts Phone or IM the person • • Double-click the contact to start a phone call or IM to the person (depending on how double-clicking is configured in the contact’s profile). Drag the contact to the call entry field to start a phone call. Phone the person Right-click and choose Call. If necessary, click the desired number. Send an IM Right-click and choose Send Instant Message. See page 26.
CounterPath Corporation 4.2 History Tab Filter list Detach the history list Outgoing call, either attempted or established Incoming missed call Incoming call that was answered Managing the Lists of Calls You can right-click on an entry in a list to: • • • • Delete the entry. Delete all entries in the list. Edit the profile if the entry is a contact. Add as contact. The Add a Contact dialog appears. For more information on this dialog, see “Adding a Contact using an Existing Address” on page 35.
Bria 3.0 for Windows User Guide – Enterprise Deployments 4.3 Sharing Online Status You can publish your online status to contacts who have softphone address, and you can set up Bria to view the online status of other contacts. Typical online statuses are available, on the phone, busy, and so on.
CounterPath Corporation Allowing Other Parties to See your Status (Publishing your Status) Continuing from above, when the other person allows the notification request, your name is added to their contact list. As soon as you are added to their list, a request is sent back to you requesting that they be able to see your status. Bria accepts this request automatically, and the other person can now see your status.
Bria 3.0 for Windows User Guide – Enterprise Deployments Setting your Online Status Changing your Status Click the down arrow beside the online status indicator on Bria, and select the desired online status. See below. When your online status changes, the new status is sent to everyone who has permission to see your status Setting up Status Indicators You can create a custom status indicator: click the down arrow beside the status indicator, and choose Custom Message.
CounterPath Corporation Adding Contacts to the Alert List (Buddy Pounces) You can add a contact to the Alert List in order to request to be notified when the online status of a contact changes. Right-click the contact or contacts and choose Add to Alert List. The Alert List icon appears beside the contact: Alert List icon When the contact’s status changes, a notification appears.
Bria 3.0 for Windows User Guide – Enterprise Deployments 4.4 Directory Tab The Directory tab appears only if your system administrator has set up Bria to access a corporate directory. Phone a Person Right-click an entry and choose Call or Video Call. The call is placed immediately. Create a Contact Right-click an entry and choose Add as Contact. The Contact Profile window appears, populated with all the information from the directory (not only the information displayed in the tab).
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5 Configuring Bria You can configure Bria in several ways: • • Configure global behavior. See “Configuring Preferences” on page 48. Configure the behavior on a per-account basis. See “Configuring Accounts” on page 45. 5.1 Configuring Accounts In general, you will work with accounts only when advised to do so by your system administrator. The only feature that you might set up to suit yourself is call forwarding, which is on the Voicemail tab. 1. Choose Softphone > Accounts.
CounterPath Corporation Accounts Settings Window with Multiple SIP Accounts If you have more than one SIP account, the window appears as shown below. Enable accounts as instructed by your system administrator The functions this account is being used for. See below.
Bria 3.0 for Windows User Guide – Enterprise Deployments SIP Account Properties – Voicemail In general, your system administrator will provide the values for fields in this tab. The only fields that you can set to suit yourself are: • Always forward to this address: To always forward phone calls, click the box and enter the address to forward to. Phone calls received on other accounts (if you have them) are not affected by enabling this field. Always forward works only when Bria is running.
CounterPath Corporation 5.2 Configuring Preferences Choose Softphone > Preferences. The Preferences window appears. The Preferences panels let you control the way that you work with Bria. Preferences – Application This panel lets you set your preferences for general GUI behavior and lets you set up for login. Login Options The “Enable login screen” field is used only when you started up Bria with the “No login required” profile (page 4) but in fact you do need to log in.
Bria 3.0 for Windows User Guide – Enterprise Deployments Preferences – Alerts & Sounds The tabs on this panel let you control the Call Alerts box and lets you assign sounds. Alerts You can control whether the Call Alert box is displayed in different situations. You can also control how you are alerted to an incoming IM: either with a small IM Alert box or with the IM window itself. Sounds You can assign specific sounds to a variety of actions or “events”. 1.
CounterPath Corporation Preferences – Devices Bria automatically detects devices at each startup, and selects the most appropriate device for each purpose. If you do not like this selection, you can override it on this panel. If you override a selection, it will apply the next time you start Bria, unless the device is no longer available, in which case Bria will again select the device to use.
Bria 3.0 for Windows User Guide – Enterprise Deployments Table 1: Preferences – Devices Field Description Speakerphone Mode Speaker Change this field only if you want to override the devices that Bria automatically selected. Make the appropriate choice: • Select the device that you want to use for audio out (the sound you hear) when the Speaker Phone button is pressed. Make sure you select a speaker device (not the headset). • Select None if you do not have a speaker phone.
CounterPath Corporation HID Devices: USB Device Button Setup You can assign functions to a HID-compliant device. For example, you can set the green button so that it answers an incoming call.
Bria 3.0 for Windows User Guide – Enterprise Deployments Preferences – Network Table 2: Preferences – Network Field Network Connection Speed Description Select the type of network connection for your computer. The sliders move to show the bitrate that will be used for sending and receiving. These rates are typical rates for the selected configuration. If you know that your computer and network can handle a faster sending speed, click Custom and move the slider.
CounterPath Corporation Preferences – Media Quality Video Quality Enable this option Check or uncheck to flip the video image. Resolution – Limit available resolution If you enable this field, Bria will determine the maximum quality that your computer can handle and will disable unapplicable options in the list of possible resolutions Resolution Leave at standard, or change the size as follows: • Set it to high if you have a good camera and a computer with a fast CPU.
Bria 3.0 for Windows User Guide – Enterprise Deployments Preferences – Directory Change the settings on this panel only if advised to do so by your system administrator. Preferences – Call Automation These settings let you configure how you want auto answer to handle incoming calls, when Auto Answer is enabled. (To enable Auto Answer, see page 16). Preferences – Contact Storage Change the settings on this tab only if advised to do so by your system administrator.
CounterPath Corporation Preferences – Advanced Table 3: Preferences – Advanced Field Description Use slower but more compatible video Turning this field on may improve performance when running Bria on older hardware. format DTMF You may need to change the DTMF configuration if you cannot interact with interactive voice response systems (auto attendants, voice-activated menus, and so on).
A Troubleshooting Choose Help > Troubleshooting to display the Troubleshooting window. Testing Audio and Video Devices You can verify that your microphone, speakers and camera are working and can set the volume to a comfortable level without having to actually place a phone call.
CounterPath Corporation Testing the Network Connection You can verify that you are successfully connected to the network.
Bria 3.0 for Windows User Guide – Enterprise Deployments Testing Audio Quality While you are on a phone call, you can test the quality of the audio. Note that to perform a valid test, you should be on an established call (not a call attempt).
CounterPath Corporation Diagnostics Only use this panel if instructed to do so by your system administrator.
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CounterPath Corporation C Contact List Headings Following is a list of all the headings that are used in the Bria contact list. This list can be useful when formatting a contact list in order to import it into Bria.
Bria 3.0 for Windows User Guide – Enterprise Deployments D Other Ways to Run Bria D.1 From a Hyperlink You can attach a hyperlink to a phone number or softphone address that, when clicked, starts Bria and dials the number. Attach a hyperlink with this format: dial For example: dial kpereira@domainA.com D.2 From the Command Line You can start Bria from a DOS prompt. You may need to add Bria.exe to the PATH.
CounterPath Corporation E Glossary AEC AGC AVI Broadband Codec Dial plan DTMF HID IM IP IP address Media MWI Narrowband Presence Proxy PSTN 64 Acoustic echo cancellation. Processing of the audio or video signal to reduce the echo effect that can arise with a speakerphone or that can arise if the sound from the speakerphone or headphone leaks into the microphone. Automatic gain control.
Bria 3.0 for Windows User Guide – Enterprise Deployments RFC RTP Signaling SIMPLE protocol SIP SIP account softphone address SRTP TCP TLS UDP URI URL USB device VAD vCard VoIP WAV Request for Comment. A document that describes an aspect of an internet technology. An RFC may be a proposed, draft or full internet standard. Real-time Transport Protocol. A protocol for delivering the media portion of a data transmission over an IP network. SRTP is another media protocol.
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