Alcatel-Lucent OpenTouch Connection for PC User guide R2.x 4215
Table of content 1. OpenTouch Connection for Personal Computer... 3 2. Logging in... 3 3. Application menu... 4 4. Route your calls... 5 5. Status/Information... 5 6. Incoming call... 6 7. Starting a call... 6 7.1 Direct dialing... 6 7.2 Calling by name... 6 7.3 Predictive search... 7 7.4 Extended search... 7 7.5 Redial... 7 7.6 Display contact information card... 8 8. Instant Messages... 9 8.1 Sending IM... 9 8.2 Answering an instant message... 9 9. Favorites...10 9.1 Add a contact to the favorite list of contacts...10 9.2 Remove a contact from the favorite list of contacts...10 10. Events dashboard...11 11. Calls (Tab: )...11 11.1 Outgoing call...11 11.2 Ongoing call...12 11.3 Three-party conference...12 11.4 Multiple calls...13 11.5 DTMF dialog box...13 11.6 Mute...13 12. Notifications (Tab: )...14 13. Call history (Tab: )...15 14. User Customization...16 14.1 Start...16 14.2 General...16 14.3 Passwords...17 14.4 Phone numbers...17 14.5 Greetings...18 14.6 Call settings...19 14.7 Search/Call box...20 14.8 Desktop alerts...20 14.9 Notification window...20 14.10 Update...21 14.11 IBM Notes...21 The information presented is subject to change without notice. ALE International assumes no responsibility for inaccuracies contained herein. Copyright 2015 ALE International. All rights reserved. 2 /21
1. OpenTouch Connection for Personal Computer OpenTouch Connection for PC is an enterprise-grade softphone application that manages communications easily and efficiently, all from the computer desktop. The application complements or replaces deskphones, and can: manage incoming and outgoing calls; display when contacts are available; provide a snapshot of all activities (call backs, new voice mail, missed calls); search for local or corporate contacts; send/receive instant messaging and access some collaboration services and manage voice messages. All this functionality is available from any location and uses a single identity no matter what device is used. 2. Logging in Login can be automatic when you start a Windows session. My Instant Communicator remains active throughout the Windows session. Start OpenTouch Connection from the Windows Start menu or a Desktop shortcut. Enter the username and password. Select the Remember password box to automatically remember the user name and the password every time you start OpenTouch Connection. A user option is also available to automatically start OpenTouch Connection when you log on to When connected, OpenTouch Connection comprises a system tray icon and a search/dial bar. System tray icon: Search/dial bar: The search/dial bar can also be floating on the screen display. The floating bar is always visible unless you use the key sequence CTRL+CTRL (default configuration) to hide/show the bar. Click the option icon on the search/dial bar and select Floating Deskbar. 3 /21
3. Application menu You can display the application menu by left- or right-clicking on the system tray icon. Open a web page to the user documentation Open the About dialog box Customize the application Show or hide the search/dial bar Open the default email client (client is displayed in foreground if application is already running) Open the main OpenTouch Connection window ( Events Dashboard ); this is also the default window that opens when you double-click the System Tray icon Opens the Favorite Contacts window, displaying all the contacts that tagged as favorites. Access the presence selection options Route all calls to voicemail or any phone number and change the current device for all incoming and outgoing voice communications while keeping a single identity Exit the application 4 /21
4. Route your calls With the OpenTouch Connection, you can use a single business identity and a single phone number for all of your devices: personal computer, mobile phone, deskphone, etc. You can also switch between desk and soft phone mode when moving around with your PC or laptop. 1 2 3 1 2 3 People can reach you on one phone number regardless of which device you re using. Change the current device for all incoming and outgoing voice communications while keeping a single identity. Route all calls to voicemail or any other phone number Home phone: displayed if set in the user settings. Mobile: displayed if a professional mobile number is associated with the user account. Other: enter any other number that can be used for managing incoming and outgoing voice communications (e.g. phone set in a meeting room) Specify personal phone numbers such as a home phone, mobile phone or colleague s phone 5. Status/Information The System tray icon is context sensitive. There is an incoming call (e.g. voice call) There is an incoming event (new voice mail, missed call, callback request) There is no phone set associated User is available User will be right back User is busy User is offline, presence status is unknown or user unavailable Example when the user is busy or on the phone. 5 /21
6. Incoming call Take the call Send an Instant Message @ Send an email Close the incoming call toast Transfer the call to another device (mobile, home, etc.) 7. Starting a call To call a contact, either by number or by name, go to the search box on the status bar. 7.1 Direct dialing Type in the number to dial or drag and drop a number from any desktop application to automatically start the call As soon as a number is entered, the handset icon is displayed. 7.2 Calling by name Type in the name or drag and drop it from another application to automatically run the look-up request. You can enter initials or characters from the firstname/lastname for searching contacts. As soon as a name is entered, the book icon is displayed. Once the search is complete, the search results window opens: Microsoft Outlook contact (personal contact) Corporate contact (contact stored in an LDAP directory) Use the Up and Down arrows to browse the results list Close the search result window Display the email address of a contact: hover on the contact. Display the contact card: double-click on the contact. 6 /21
7.3 Predictive search Enter the first few letters of the contact you want to reach. As you enter the letters, any possible matching names are displayed. Click on a contact to start the call. Last action performed was calling this contact Display the contact information card Last action performed was looking up the contact s information card 7.4 Extended search You can extend the contacts search using attributes (department, job title, etc.). These extended attributes are defined by the system administrator (up to 5 items). Click the option icon in the search/dial bar. Click the criteria you want to use when searching for a contact. The default option is Search by name. 7.5 Redial Click the search/call area to automatically display the last 10 entries (dialed numbers or directory lookups). Click on a contact to start the call. last action performed was calling this contact Display the contact information card last action performed was looking up the contact s information card 7 /21
7.6 Display contact information card When you have found the contact, click the arrow on the right of their name to display their ID card and access additional services ( ). The following services are proposed: @ Click on this icon to call the contact. Call the contact on a number other than the office phone (mobile, colleague, etc.) Your contact is part of your favorites (purple color). Click on this icon to remove the contact from your favorite contacts list. Send an email by clicking on your contact s address Send an Instant Message Leave a voice mail for your contact. Your contact is not part of your favorite list (white color). Click on this icon to add the contact to your favorite contacts list. Close the contact card The contact picture is only displayed if available. The presence of your contact (OpenTouch users only) is displayed by a thick line at the bottom of the contact picture, as follow : User is available User will be right back User is busy User is offline, presence status is unknown or user unavailable 8 /21
8. Instant Messages You can send and receive instant messages with one or more contacts. Depending on the configuration you can also access to collaboration services such as data sharing or conferencing scheduling. 8.1 Sending IM You can send instant messages to your contact by clicking on the instant message icon ( card. ) of the contact Once the instant message icon is clicked, the instant message session opens. Enter the message to send to your contact. Access the emoticons library. Send the message to your contact. You can also press the Return key. Hide or show your contacts. 8.2 Answering an instant message When an instant message is sent to a contact, a pop up appears on the contact side. Answer to the instant message and start an instant message session. Ignore the instant message. @ Call the sender of the instant message. Send an email to the sender of the instant message. 9 /21
9. Favorites You can access the list of your favorite contacts by clicking on the Favorite contacts menu from the application menu ( ). Clicking on the contact opens the contact card and allows to call, send IM, 9.1 Add a contact to the favorite list of contacts You can add a contact to your favorite contacts via the contact card. Your contact is not part of your favorite list (white color). Click on this icon to add the contact to your favorite contacts list. The color icon changes to purple. 9.2 Remove a contact from the favorite list of contacts You can remove a contact from your favorite contacts via the contact card. Your contact is part of your favorites (purple color). Click on this icon to remove the contact from your favorite contacts list. The color icon changes to white. 10 /21
10. Events dashboard Double-click the OpenTouch Connection icon in the System Tray to open the events dashboard (or select Open Events Dashboard from the menu) Tab for ongoing calls (default tab when a call is in progress) Tab for notification (Default tab when there are no calls in progress) Call your voice mail box Tab for call history Close the window 11. Calls (Tab: ) Close the window. The communication has not ended. To re-open the window, double-click the OpenTouch Connection icon in the System Tray, to open the events dashboard or select Open Events Dashboard from the menu. 11.1 Outgoing call End the call Request a call back (not available in softphone mode) Leave a voice message (not available in softphone mode) Access a menu for additional services such as send an email, display the DTMF keypad 11 /21
11.2 Ongoing call End the call Access the instant messages features Access a menu for additional services such as send an email, display the DTMF keypad Two voice calls (one ongoing, another on hold): End the ongoing call (the other call remains on hold) Set up a 3-party conference call (not available in Softphone mode) Connect the other call participants (transfer call) Access a menu for additional services such as send an email, display the DTMF keypad, audio control when using voice over IP 11.3 Three-party conference Remove the latest participant from the conference call End the 3-party conference call (all participants are disconnected) Access a menu for additional services such as send an email, display the DTMF keypad, audio control when using voice-over-ip, leave the conference call Access the instant messages features 12 /21
11.4 Multiple calls Click the conference or transfer icon to display the menu. The menu enables you to select the line on which to peform the corresponding action (conference or transfer). End the ongoing call (the other call remains on hold) Set up a 3-party conference call (action is not available in Softphone mode) Connect the other call participants (transfer call) Access a menu for additional services such as sendan email, display the DTMF keypad, audio control when using voiceover-ip 11.5 DTMF dialog box A DTMF dialog box automatically opens when you are connected to a voicemail box or an IVR. Simply enter the digits. A sound is then emitted and the digits entered appear in italics. 11.6 Mute During a conversation you can mute the computer s microphone (when using voice-over-ip). Click the mute icon to mute/un-mute the conversation. Mute the current conversation (your contact doesn t hear you) Un-mute the current conversation (your contact hears you again) 13 /21
12. Notifications (Tab: ) Click on the notification icon ( Callback requests Missed calls New voice messages )to check: Display the list of callback requests Display the list of missed calls Display the list of new voice messages via a visual voicemail interface Click an item to display the corresponding list of events (example below with missed calls). Call back requests Click on to delete all items. List of missed calls Click an entry to call back. Click to display the contact information card. Right-click an entry to delete an entry or display the contact information card. Click to delete all items. 14 /21
Visual voicemail Hover over an entry to display the duration of the message. Click an entry to play the message. Click to display the contact information card. Right-click an entry to delete it or display the contact information card. Urgent messages are flagged in red. Click to delete all items. When you have selected a voice message to listen to, this window appears: @ Playback bar to move forwards or backwardsin the message Previous message, Next message Pause the message, Play/Resume the message Send an email Listen to the message on the computer s speakerphone (available in Softphone mode only) Call the sender (use the presence indicator to check if the contact is on the phone or not) Hang up the voice session 13. Call history (Tab: ) Display information about previous calls and quickly redial a partner Click an entry to call back. Click to display the contact information card. Right-click an entry to delete it or display the contact information card. Click to delete all items. Click to display: Voice calls and voice messages Voice calls only Voice messages only 15 /21
14. User Customization Right-click the My Instant Communicator icon in the System Tray and select Options to configure your preferences. 14.1 Start Automatically run OpenTouch Connection Automatically sign in to the application Server name Automatically run the application when you log on to Windows Automatically sign in when starting the application Server name can be changed to connect to another server (application needs to be restarted) 14.2 General TUI language Display language Logging Contacts Language of the Telephony User Interface (TUI voice access) Display language of the user interface Used for debug purposes. Select Turn on logging, restart the application, perform your actions, then click the Save log files button. This will generate a zip file with all debug information. If the option is not selected, contact pictures are no longer displayed 16 /21
14.3 Passwords Main password TUI password Change the corporate password via a Web page (link to a URL defined by the system administrator) Change the voice access password (Telephony User Interface) 14.4 Phone numbers Professional Personal Display of professional numbers. You can define a colleague s phone number to use for diverting/forwarding incoming calls or transferring calls You can define personal phone numbers (mobile, home) to use for diverting/forwarding incoming calls or transferring calls 17 /21
14.5 Greetings Greetings Other options Select one of the voicemail box welcome greetings (greetings defined via the TUI): Standard Personal (internal calls can be distinguished from external calls) Absence Alternate 1, Alternate 2 The following TUI voice messaging options can be enabled or disabled: Answeronly mode Personal assistant Addressing messages by name Automatic message playback 24-hour mode Confirmation when deleting a message 18 /21
14.6 Call settings Call forwarding Call overflow to my associate DTMF dialer Enable (or disable) call forwarding to: Predefined numbers: voicemail, professional mobile, colleague, personal mobile, home phone; Any other number. Call forwarding can be enabled: Without conditions When phone is busy When there is no reply When phone is busy or there is no reply Enable (or disable) call overflow to an associate. Call overflow can be enabled: When phone is busy When there is no reply When phone is busy or there is no reply If the option is not selected, the DTMF keypad will not be displayed during a call 19 /21
14.7 Search/Call box When I start OpenTouch Connection Show or hide the Search/Call box on the Desktop When the application is started, display: the search/call box in the taskbar the search/call box as a floating deskbar When using the floating deskbar, define the key sequence to be used to show/hide the deskbar 14.8 Desktop alerts Display settings Display a Desktop alert Enter the duration of the alert. Display a toast window when receiving an incoming call. Display a toast window when receiving an instant message. 14.9 Notification window Display settings When a communication starts The Events Dashboard window is automatically closed after the specified period (if there are no calls) If the option is not selected, the Events Dashboard window is not displayed when a call starts (use the System Tray icon in such cases) 20 /21
14.10 Update When an update is available for OpenTouch Connection Indicate how to update the OpenTouch Connection application when a new version is available on the OpenTouch server: automatically, ask before or do not update 14.11 IBM Notes If necessary, refer to the IBM Notes add-in options for telephony/messaging services documentation. 21 /21