BT One Phone SIP Softphone PC Guide

Transcription

1 BT One Phone SIP Softphone PC Guide 1

2 Contents Page 1 Introduction 3 2 System Requirements 3 3 Installation 4 4 Standard Softphone features 9 5 The On Screen Phone 9 6 Placing a call 10 7 Multiple calls 15 8 Handling incoming calls 16 9 Conference calls Handling established calls Contacts 27 2

3 BT One Phone Softphone PC Guide 1 Introduction Welcome to the BT One Phone SIP Softphone application for PC. This Quick Start User Guide will assist you to install and login to your BT One Phone Softphone application and show you the basic call handling features so that you can quickly start to make, receive and transfer your calls. If you need any help, please get in touch with us and we ll gladly assist you. You can do this by calling 8844 (Option 1) from your BT One Phone. You can also reach us on care.btonephone@bt.com 2 System Requirements The minimum device requirement to install the Softphone and detailed below. The firewall port and protocol requirements are detailed in the second table. Processor Memory Hard Disk Space Operating System Connection Sound Card Minimum: Core 2 Duo 2.1 GHz Recommended: i5/i7 2.4 GHz and above Minimum: 4GB RAM Recommended: 8 GB RAM and above 400 MB (Install/Upgrade, 200 MB operation) Microsoft Windows 7 Microsoft Windows 8.1 (Desktop mode) Microsoft Windows 10*, including 2-in-1 tablet support** Mac OSX (El Capitan) Mac OSX (Sierra) IP network connection (broadband, LAN, wireless); constant Internet connection Full-duplex, 16-bit or use USB headset The BT One Phone Softphone will require unblocked access to the internet with the internet connection delivering the following characteristics as a minimum. Poor Voice Quality Good Voice Quality Minimum Bandwidth Download <80KB per call >80KB per call Minimum Bandwidth Uplink <80KB per call >80KB per call Maximum Jitter =>35ms <35ms Maximum latency =>140ms <140ms Packet Loss >1% <1% BTOP DNS Address that will need sip.btonephone.net to be opened by the customer BTOP IP Ports used that will need to be opened by the customer TCP Ports 443, 5060, 5061, 8080 UDP SRTP ports 20,000 through 50,000 3

4 3 Installation The BT One Phone SIP Softphone application requires you have a SIP subscription, e.g. you have either:- Office Worker SIP, or SIP Extra. If you are not sure of the type of subscription that you have you should contact your local Company Administrator to ensure that you have the permission to use the Softphone feature. To request access to the SIP Softphone application and a registration key, simply care.btonephone@bt.com clearly stating details of any new SIP Softphone Users. The request must include: address of the SIP Softphone user User s Phone number Desktops to be used with the SIP Softphone To download the software please use the link below. You will be directed to a download selection. Select Run and follow the installation wizard. 4

5 Next you will be asked to select the installation language. The default will already be on English. Please select the correct language and select OK. The installation wizard will launch. Select Next to continue the installation process. Accept the License agreement tick box and then select Next. The application will be stored in Program Files but you can change the file location if required. You can also select Desktop icon options as required and then select Next to continue. 5

6 Select the Install button. The software installation will commence and display the progress of the installation. Once the installation is complete select Finish to launch the application. 6

7 Login to the BT One Phone SIP Softphone using your standard BT One Phone Portal username and password, which are the same ones you use for the BT One Phone portal. You can also select the sign in checkboxes to auto-launch and remember your password

8 The SIP Softphone will open and you will now be able to make and receive calls. 8

9 3 Standard Softphone Features The Softphone has a selection of telephone features, including: Call display Speakerphone and mute Redial Hold Do not disturb Call history Call forward Call transfer Call record Auto answer Four-party audio conferencing (3 hosted locally) 4 The On Screen Phone The Softphone can be viewed in either a full or compact view and this can be selected via the view menu. Menu Voic indicator More call options drop downs Dial pad Resource panel To create the compact View, select the View menu and remove the resources that you do not want to see. 9

10 This is an example of a compact view with elements removed via the View menu. 5 Placing a call There are several ways to that you can make a call: Using the keyboard Using the mouse Using the dial pad Using redial Using the keyboard Type the name or phone number of the person you want to call in the `Enter name or number` field. As you type, the Softphone may display suggestions for completing the entry. 10

11 You can then do one of the following: Use the Up and Down keys to move through the list of suggestions and press ENTER, TAB, or finish typing the number and press ENTER. Enter the complete phone number and click the Make a call button. Enter the complete phone number and select Audio Call from the more call options drop-down menu. Using the mouse To use double-click to call, make sure to set the Default Action in o Softphone > Preferences > Application > Default Actions > set to Call. Type a name in the Search Contacts, Search Favourites, Search History, or Search Directory field or use the scroll wheel to move through your contacts, favourites, recent calls, or directory entries. 11

12 Do one of the following Contacts and Favourites panel: o Hover on the contact you want to call to reveal the click-to-call button. Click the telephone icon. o Right-click on the contact or number that you want to call. o Click Call. If the contact has more than one number, click the number you want to call. o Double-click the contact or number that you want to call. From the dial pad Do the following: Click the dial pad from the resource panel. Use your mouse to click the number you want to dial. 12

13 Click the make a call button. Select Audio Call, or Start Conference Call from the More Call Options dropdown menu. Dial pad Using redial Tap the make a call button beside the enter name or number field. The last number dialled appears. Do one of the following: o Tap make a call button a second time o Select Audio Call from the drop-down menu. Using the redial drop-down list The Softphone places an audio call when you use the drop-down list. Tap the list of recent calls drop-down arrow in the enter name or number field. A list of recent calls appears. 13

14 Select the number or person you want to call. 14

15 6 Multiple calls You can make up to three concurrent audio calls on the Softphone. Placing a second call To place a second call, use any of the methods for placing an audio call when you have a call established. The Softphone automatically puts the first call on hold and dials the second call. The Softphone displays a call panel for each call. Swapping between calls Each call has its own call panel. Click Take this call off hold on the call you want to switch to. All other calls are put on hold. 15

16 7 Handling incoming calls The Softphone must be running to answer incoming calls. It can be running in the system tray. If it is not running, incoming calls may be directed to voice mail depending on the system configuration. Check with your system administrator. When the Softphone is in the foreground, the call appears in the call panel in the Softphones interface. When the Softphone is in the either the foreground or the background, you may also receive a notification for the incoming call depending on your settings. Answering on the call panel To answer a call on the call panel, click the button for the action you want to do. The style of the panel will vary depending on the operating system running on your device. Windows 10 interactive notifications Windows 7 style notifications You can answer a call with the notification by clicking Answer Incoming Call, or Refuse Incoming Call. 16

17 8 Conference calls You can use the Softphone for three-party audio conferencing where you are the host. Creating a conference call You can start a conference call by: Making a conference call from the dashboard Adding participants to an established call From the dashboard Enter the user name portion of a Softphone address in the Enter name or number field. Click the more call options drop-down arrow beside the Call button and select Invite to Conference Call. To connect the first participant. Enter a name or a number or use the redial drop-down, to add the next participant. Click Add to bring that person into the conference call. 17

18 To add more participants, click more options for handling this and click Invite to Conference Call. Enter a name or a number, use the redial drop-down list, or drag a contact into the enter name or number field at the bottom of the call panel and click Add. This adds the new participant. 18

19 Adding participants to an established call There are 3 options: 1. Using call options Click the More icon and click Invite to Conference Call from an established one-toone call or a conference call. Enter a name or a number, use the redial drop-down, or drag a contact into the enter name or number field at the bottom of the call panel. Click Add. The Softphone adds the new participant. Repeat steps until you have added all the participants to the conference call. 2. Merging calls You can add participants to a conference call by merging two existing one-on-one calls or merging an existing one-on-one call to an existing conference call. Establish the two calls you want to merge. On the active call, click more options for handling this call and click Merge Calls. 19

20 3. Using right-click Right-click on a contact, a favourite, or a call entry from call history. Choose Add to Conference Call. 20

21 Removing a participant You can remove a participant from a conference call and create a one-to-one call with them. If the conference call consists of you and two other participants, the conference call becomes two one-on-one calls. If the conference call consists of you and more than two other participants, a one-on-one calls is created and the conference call remains. Click the down arrow beside the participant s name. Click Separate. Suspending the conference call To suspend the conference call, click put conference call on hold at the bottom of the conference call panel. To resume the conference call, click take all participants off hold at the bottom of the conference call panel. Ending a conference call To end a conference call, click the end call icon from the conference call panel. 21

22 9 Handling established calls With the Softphone, you can: Transfer a call Forward a call End a call Transferring a call There are two types of call transfers. An unattended (Blind) transfer occurs when you transfer a call without talking to the target, the person you are sending the call to. An attended (warm) transfer occurs when you talk to the target before transferring the call. Blind (unattended) transfer Click transfer this call at the bottom of the call panel. This puts the call on hold. Type the name or number of the target, use the redial drop-down list, or drag the target s contact into the enter name or number field. 22

23 Click Transfer Now. Click the drop-down arrow beside Call First and click Transfer Now. The Softphone attempts to transfer the call to the target. The call may end immediately or may show Transfer: Calling. If you see Transfer: Calling, do not hang up. If the target does not answer, the call will return to you. 23

24 Attended transfer (warm) Click the transfer this call icon at the bottom of the call panel. The call is put on hold. Type the name of number of the target, use the redial drop-down menu, or drag the target s contact into the Enter name or number field. Click Call First or Click the drop-down arrow beside Transfer Now and click Call First. The Softphone phones the target. When the target answers, Transfer Now is enabled 24

25 o Speak to the target. o Do one of the following: If the target wants to take the call, click Transfer Now. lf the target does not want to take the call, click the X at the bottom of the call panel. Forwarding a call You can forward an incoming call instead of answering it. Calls show up as missed calls in call history. Click the forward call button on the call panel. 25

26 Type the name of number of the target, use the redial drop-down list, or drag the target s contact into the enter name or number field. The Softphone is set up to forward your calls. Ending a call Click the End Call button on the bottom of the call panel. The call panel closes after a few seconds. 26

27 10 Contacts Click on Contacts on the resource panel to displays contacts. Each contact has an icon for single-click phoning and messaging. If the Contacts tab is not showing, click on the View menu and select Show Contacts Populating contacts When you first start using BT One Phone softphone, and at any time in the future, you may want to populate the contacts from an external source such as a file of contacts in your Outlook address book. You can populate the contacts: By entering contact information By importing contacts From your Microsoft Outlook account Contact Fields Field Description Contact Summary Display as Group Primary phone number (Windows) Other Section Display name (required on Windows) First name, Last name If several display names are available, choose the one that you want to show in the contact list Click the drop-down list and select each group the contact is going to belong to. A contact must belong to one group and can belong to multiple groups. See Managing Groups. If the contact has more than one phone number, select the primary number. This number is used with single-click calling and double-click calling. The display name is the source of information. Optional Manually adding a contact To manually add contacts do one of the following: In the contacts panel, click the Add a New Contact icon, or Right-click on a group and click Add Contact 27

28 The Contact Profile window appears. On the Contacts menu, click Add Contact. You can also use your Call history to add a contact: o Open your call history and select a call o Then right-click and select Add as Contact on an entry that is not in your contacts. 28

29 The Contact Profile window appears. Use the Group drop-down arrow to select the group or groups that you want a contact to belong to. Use the drop-down list to select the type of phone number, enter the number, and click Add. Click OK. The contact is added to the softphone. Importing contacts You can populate the Softphone s contacts by importing an external file or files. Your system administrator may have placed a file on the server for you to import. You can also import your own file or files. New contacts will be added to existing contacts. You can import a contact list from: CSV: A comma-separated value file. Use this method to import from a Microsoft Excel file. vcard: A vcard file (*.vcf file). A vcard is an electronic business card that is often attached to an . PST: A Microsoft Exchange contact list (*.pst file). 29

30 Setting up a CSV file in Excel for import Remove any introductory text or headings from the top of the file. You can keep the text at the end of the file as it will be ignored during import. Insert a blank row as the first row. In the next row, insert the heading that BT One Phone Desktop Application will use to interpret the meaning of each column. The columns can be in any order. The key heading are o sip-address: the softphone recognizes a value in this column as a softphone address and considers the address as one that can be phoned. o display-name: given-name, and surname o business_number Please speak to your system administrator to ensure that the file has the correct format file is now ready for import. Importing contacts CSV, vcard, and PST contacts On the Contacts menu, click Import Contacts. Use the drop-down list to select Comma-separated vlues (*.csv file) or vcard (*.vcf file), or Outlook or Exchange server. Enter the location of the *.csv, *.vcard file, or *.pst file. 30

31 Set the Contact Options for all imported contacts. The softphone imports the contacts that are in the file. Exporting contacts You can export a contact list to a CSV, vcard, or PST file. On the Contacts menu, click Export Contacts. Select the type of file you want to export using the drop-down list. Select the location you want to export the file to. Name the file. 31

32 Softphone creates the export file. PST: For a PST export, the existing.pst file is updated to include the entries from the softphone. If Microsoft Outlook is open, the entries immediately appear in the Outlook contacts. All information in the softphone is exported to Microsoft Outlook. Only information that can be displayed in Outlook appears in the Outlook Contacts window. Typically, this means that all softphone addresses are exported (and stored in custom fields) but not displayed in Outlook. vcard and CSV: A new file of the specified type is created in the location you chose in the Export Contacts wizard. Editing a contact You can update contact information, merge and split contacts, change the contact groups, and delete contacts. Changing contact information Do one of the following: Click on a contact and click Profile in the contact flyout. Or right-click on a contact and select Edit Profile. 32

33 Or right-click on a call history entry and click Edit Profile The Contact Profile window opens. Edit any of the fields that need to be changed. Click OK. The contact is updated. Merging and splitting contacts If you have two entries that should be one contact, you can merge the contacts together. If you want to separate parts of a contact, you can split the contact. Merge contacts Do one of the following: Use SHIFT+Click, CTRL+Click, or a combination of both to select one or more contacts you want to merge. Right-click and select Merge Contacts. The Contact Profile window opens. 33

34 Use SHIFT+Click, CTRL+Click or a combination to select all but one of the contacts you want to merge. Drag the selected contacts onto the last contact you want to merge. Click Yes on the Merge Contacts pop-up. The Contact Profile window opens. Edit any of the fields that need to be changed. Click OK. The contacts are merged into a single contact. Split contacts If you have merged contacts, you can split them back out into separate contacts. Do one of the following: Right-click on a contact and click Split Contact. 34

35 Right-click on a contact and select Edit Profile. Click Split Contact in the Contact Profile window. The contact is split into the original merged contacts. 35

36 Changing contact groups You can move a contact from one group to another or add them to multiple groups. Move to a new group In the contacts panel, use SHIFT+Click, CTRL+Click or a combination to select one or more contacts you want to move to another group. Drag the selected contacts to the title bar of the new group. The contact or contacts are removed from the old group and added to the new group. Add and remove from multiple groups Do one of the following: Click on a contact and click the Profile button in the contact flyout. 36

37 Right-click on a contact and select Edit Profile. The Contact Profile window opens. Click the drop-down arrow in Group. Select the groups you want to add the contact to and deselect the groups you want to remove the contact from. Click OK. The contact is added to all groups you selected and removed from all groups you deselected. 37

38 Remove from a single group If a contact is in multiple groups, you can remove them from a single group. Use SHIFT+Click, CTRL+Click or a combination to select one or more contacts you want to remove from a group. Make sure you select the contact or contacts in the group you want to delete them from. Right-click Delete Contact. Ensure that you Clear Delete this contact from all groups and click Yes. The contact or contacts are removed from the group. They remain in any other groups they belonged to. Deleting a contact In the contact panel, use SHIFT+Click, CTRL+Click, or any combination to select the contacts you want to delete. Right-click and select Delete Selected. 38

39 If the contact belongs to more than one group and you don t wish to remove them from all groups, untick Delete this contact from all groups or if you do wish to delete them from all groups, leave Delete these contacts from all groups ticked. Click Yes. The contacts are deleted. Managing Groups Contacts are arranged in groups. The softphone starts with three groups: Family, Friends, and Work. You can add or remove groups. Each contact must belong to at least one group and can belong to multiple groups. Adding a group Right-click on a group in contacts and select New Group from the pop-up. Type in a group name in the New Group window and click OK. The new Group is displayed in the List of contacts. 39

40 Renaming a group Right-click on a group in the List of contacts and select Rename Group. Type in a new group name in the Rename Group window and click OK. The Group appears with the new name in the List of contacts. Deleting a group NOTE: There is no warning before the group is deleted. Right-click on a group in contacts and select Delete Group. The Group is deleted from contacts. 40

41 Favourites You can create favourites from your contact list. Favourites will display in both contacts and favourites. Add a favourite Click on a contact or group, or use SHIFT+Click, CTRL+Click, or a combination to select one or more contacts or groups that you want to add to favourites. Right-click and select Add to Favourites or Add Group to Favourites. The contact appears in contacts and in favourites. Remove a favourite On the favourites panel, click on a contact, or use SHIFT+Click, CTRL+Click, or a combination to select one or more contacts you want to remove from favourites. Right-click and select Remove from Favourites. The contact is removed from favourites but still appears in contacts. NOTE: If you select Delete Contact, the contact is deleted from both the List of favourites and the List of contacts. 41

42 Contact Information If you need any further information, our BT One Phone Helpdesk is open Monday to Friday 8am to 6pm excluding Bank Holidays. Simply call us on or just 8844 from your BT One Phone. 42