IP Softphone for Pocket PC. Release 2.3 Getting Started

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1 IP Softphone for Pocket PC Release 2.3 Getting Started Issue 4 June 2004

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3 Avaya IP Softphone for Pocket PC The Avaya IP Softphone for Pocket PC brings full-featured, enterprise-grade telephony to handheld computers running Pocket PC 2002 and 2003 operating systems. This allows mobile workers access to enterprise-class telephony. The Avaya IP Softphone for Pocket PC provides this capability via standard, off-the-shelf, Pocket PC devices, and standard wireless interfaces. Minimum Requirements Before you download Avaya IP Softphone for Pocket PC, you must meet the following requirements. Avaya Media Server running Avaya Call Processing (ACP) R10 or Avaya Communication Manager 1.1 or higher Avaya IP Softphone license (Release 3 or higher) and IP Softphone option enabled for your extension Pocket PC 2002 (Microsoft Pocket PC Version 3.x) or Pocket PC 2003/Windows Mobile (Microsoft Pocket PC Version 4.x) operating system HP/Compaq IPAQ 3600, 3700, 3800, 3900, 4100, 5400, or 5500 series (some models have built-in WLANs) wireless LAN card for your Pocket PC (either PCMCIA or Compact FLASH)* or built-in Wi-Fi (802.11b) technology wireless LAN connectivity For Road Warrior Mode only: Gateway administered to support G.711mu or G.711a-law codecs For Telecommuter Mode only: Network connectivity to the call server, and second telephone line Optional: IPSEC-based VPN adaptor (for additional security) Headphones *Certain Pocket PC s do not come with expansion slots; they will require an expansion sleeve to accommodate a Wireless LAN card. Supported Telephones You must have one of the following Avaya telephone models for the Avaya IP Softphone for Pocket PC to take control of your telephone. Analog telephones are not supported by the Avaya IP Softphone for Pocket PC D 6408D+ 6416D+ 6424D+ 8405D 8410D 8411D

4 Downloading and Installing Before you download Avaya IP Softphone for Pocket PC, make sure that your Pocket PC s wireless LAN card is properly configured. You may need to contact your system administrator for assistance. To download Avaya IP Softphone for Pocket PC: 1. Go to: 2. Click on Select Your Product. 3. Click on IP Softphone for Pocket PC. 4. Download the Setup program to your hard drive. 5. Synchronize your Pocket PC with your desktop computer by placing your Pocket PC in the cradle. If synchronization does not start automatically, open the Start menu, tap ActiveSync, and then tap Sync from the ActiveSync window. 6. Run the Setup program from your PC and follow the instructions in the Setup application. To launch the application: Running the Application and Logging In 1. Insert your wireless LAN card into the slot on your Pocket PC. 2. If applicable, log into your VPN. 3. Tap Avaya IP Softphone for Pocket PC from the Pocket PC s Start menu. The application will start and you will see a login screen. (If the application is already running, tap File > Log In to show the login screen.) To log in to your extension, provide the following information: 1. Your extension. 2. Your password (a security code given to you by your system administrator). 3. The IP address of the ICC/C-LAN to which you are connecting. If you know the DNS name of your ICC/C-LAN, you can enter it instead of the IP address. If you wish to have CTI control of an IP telephone, you must enter the IP address of the actual IP telephone. If a telephone is already registered to your extension, during the log in, you will be presented with a dialog box asking if you would like to override the association. To take over your extension, tap Yes. NOTE: When you take over your extension (DCP or IP telephone) with the Avaya IP Softphone for Pocket PC, the desktop station becomes inactive, and you will not be able to use it to make or receive calls. This is because your Pocket PC becomes your desktop telephone. As soon as you log off or quit the Avaya IP Softphone for Pocket PC application, your desktop station resumes normal operation. When taking over your extension, if a call is active on your extension, it will be dropped. 4

5 Making a Call After you have successfully logged in, the application indicates the registration with the call server. Before making a call, plug your headphones into the headphone jack of your Pocket PC. To make a call: 1. Tap the Phone icon in the bottom left corner of the Pocket PC screen to go offhook. You will hear dial tone coming from the call server. 2. Using the GUI dial pad, type the number you wish to call. 3. To end the call, tap the Phone icon again. When you are registered with the call server, all of your desktop telephone s features are accessible to you. Use the GUI buttons in the same manner as if you were using your desktop telephone. Frequently Asked Questions 1. How do I log in to my extension? When you first start the application, you will see a login screen. (If the application is already running, tap File > Log In to show the login screen again.) To log in to your extension, provide your extension, your password (given to you by your system administrator), and the IP address of the ICC/C-LAN to which you are connecting. If you know the DNS name of your ICC/C-LAN, enter it instead of the IP address. If you are logging in to do CTI Control of your IP telephone, enter the IP address of the IP telephone you want to control. 5

6 Frequently Asked Questions (cont.) 2. How do I make a call? After you have successfully logged in to your extension, the display indicates you are registered with the call server. To make a call, tap the handset icon in the bottom-left corner of the screen. Then, using the GUI dial pad, type the number you wish to call. To end the call, tap the handset icon again. 3. What should I do if I am unable to log in? Verify that you have correctly entered your extension, password, and server IP address. If these are correct, you may be experiencing network problems. To verify that your Pocket PC is properly connected with the network, use the ping utility built into the Avaya IP Softphone for Pocket PC application. (Do not use Pocket Internet Explorer to verify your connectivity to the network, because it displays cached pages even if no network connection is present.) To access the Ping Utility tool, tap Tools > Ping Utility. After the Ping Utility screen appears, enter the IP address of your ICC/C-LAN, and tap Ping. You should see messages appear indicating successful pings (e.g. RTT: 5ms, size: 32, TTL: 126). If you see failure messages instead, try soft-resetting the Pocket PC as instructed in the owner's manual. If you still are unable to connect, contact your network administrator. 4. How do I perform call-processing operations such as transfer and hold? Once you have logged in and are registered with the call server, all of your desk phone's features are accessible. Use the GUI buttons in exactly the same manner as if you were using your actual desktop telephone. For example, if you have one call active and want to create a conference call with a third party, tap the Conference button, dial the number for the third party, and tap the Conference button again. 5. How can I access all of the other features administered on my phone? When you are registered with the call server, you have access to the features that you normally use with your desktop telephone. Your feature buttons, such as your directory and speed dial, appear on the right. The default screen shows the first 12 feature buttons. To display all of the feature buttons at once, tap Tools > Toggle All Buttons or tap the Toggle All Buttons icon in the toolbar. Tap the Toggle All Buttons icon again to return your display to its original state. 6. How do I mute the microphone? Tap the microphone icon in the toolbar or tap Tools > Mute Microphone. When the toolbar icon is highlighted, the microphone is muted; when it is not, the microphone is sending data. Note: this feature will not work if you are in Telecommuter Mode. Microphones on most current-generation Pocket PCs were designed for recording quick notes, not for providing quality voice communication. As a result, they are likely to be highly sensitive and may pick up the device's own speaker, producing echo. It is strongly recommended that earphones be used to eliminate this echo problem (or a headset, if your device supports one). 6

7 Frequently Asked Questions (cont.) 7. How do I access my ? Tap the envelope icon on the toolbar or tap Tools > Access . You will be switched to your application. If you are currently on a call, you will still be able to hear and speak to other parties. 8. How do I access my Contacts? Tap the Contacts icon on the toolbar or tap Tools > Access Contacts. You will be switched to your contact manager application. If you are currently on a call, you will still be able to hear and speak to other parties. 9. How do I initiate calls from the Contact Manager? From your contact manager application's default screen, tap and hold on a contact name to bring up a pop-up menu. From this menu tap Call Contact. If the Avaya IP Softphone is already running and logged in, you are immediately taken to the contact dialer screen. If the application is not running, it will automatically be started; after a successful login, the contact dialer screen appears. On the contact dialer screen, you will see the name of the contact you are dialing and a drop-down box with every phone number you have entered for that particular contact. To choose a number, tap the down arrow on the drop-down box, then tap the number you wish to call. The value in the drop-down box may then be edited if necessary. For example, you may be required to dial a 9 to get an outside line. If the number you are trying to dial is not preceded by a 9, insert manually. Tapping Dial will automatically cause your extension to go off hook and the selected number to be dialed. 10. How do I use Telecommuter Mode? Telecommuter Mode is a server-based feature that allows the media (the voice portion of your call) to be redirected to another telephone number. This is useful for situations where your device has only slow access to the Internet (not suitable for real-time voice communication). You can enable Telecommuter Mode when you log in and specify the phone number to which you want the media delivered. Note that the Telecommuter number should be entered the way it would be dialed from a system telephone (for example, enter an extension number or ARS code, followed by the telephone number: 9, ). Instead of sending audio to your Pocket PC, the server places a call to the entered telephone number. This means that you will hear nothing on your device (aside from the ring tone when there is an incoming call). For example, if you wish to make a call and tap the icon to go off-hook, you will not hear dial tone. Instead, the phone you specified rings and you hear dial tone through that call. Call control is maintained on your Pocket PC, so that you may still use other features such as conference and transfer. 7

8 Frequently Asked Questions (cont.) 11. How do I use the Diagnostics Display? Tap Tools > Toggle Diagnostics. The diagnostics display occupies a portion of the screen, giving detailed information about the current call. This can serve as a useful tool to administrators who are trying to troubleshoot problems with a particular extension or network segment. Note that GUI elements hidden behind the diagnostics display may still be used while in Diagnostics Mode. 12. How do I access the Menu and Navigation Buttons? To access the Menu Module, Display Module, Previous, Next, and Exit buttons associated with your extension, tap Tools > Toggle Menu Buttons. The bottom five feature buttons on the right side of the screen will be replaced by these buttons. By tapping the Menu or Display buttons, 12 feature buttons are replaced by the first 12 buttons from those respective button modules. To restore your 12 default feature buttons, tap Tools > Toggle Menu Buttons, and then tap Exit. 13. How do I use the Internationalization tool? To change language support, tap on File > Swap Skin. Once you are in the Swap Skin menu, you can go to the bottom of the screen and choose the language you wish to activate from the drop-down menu. To ensure you have a specific language running on the Pocket PC, you must install that specific language pack. 14. How can I change the Skin of the Phone GUI? Tap on File > Swap Skin. Once you are in the Swap Skin menu, go to the list of the available skins. Change the skin from default to picture of phone by selecting the intended skin. Press OK and when you exit out of the application, you should have a new skin active. 15. How do I use the Call Log History tool? Tap on Tools > View Call Log. Once you are in the Call log history, you can see all incoming calls (->) and outgoing calls (<-). The call history information should have the party name, number, date/time, and duration of the call. Dial a number by tapping on the specific number and selecting dial, after which you will be prompted for any prefix needed to call the number. 16. How do I take control of an Avaya IP Phone through CTI Control? To take control of an Avaya IP Phone through CTI Control, go to the login screen and, under the method of connection, select take control of an IP Phone. For the Server IP address, enter the IP address of the IP telephone you will control. Tap on Log in and you should be prompted on the Avaya IP telephone for CTI control of the extension. Select yes to have CTI control of your IP telephone. 8

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