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Lucent Technologies DEFINITY IP Softphone Release 1 Getting Started Manual
Lucent Technologies DEFINITY IP Softphone Release 1 Getting Started Manual
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11 If you do not have a separate telephone line for a voice connection (road-warrior and stand-alone H.323 configurations), make sure you have the following: a valid user account on your company’s LAN a valid user account on your company’s DEFINITY server. (Verify your account administration with your DEFINITY System Administrator. Your DEFINITY System Administrator will provide you with an extension number and password for your account.) the H.323 extension (that is, the media extension) if you are using an H.323 application other than Microsoft NetMeeting 3.0x. Contact your DEFINITY System Administrator for your media extension number. the node name or IP address for the DEFINITY server (that is, the IP address for the C-LAN) the telephone number to access your company’s LAN via dialup networking (if you are logging in via a modem) a PC sound card, speaker/headset, and microphone a PC audio application (such as Microsoft NetMeeting 3.0x) to hear and speak to the other party on a call. The PC audio application must be an H.323 application that can register with an E.164 alias. You must have a PC audio application if you do not have a separate telephone line to hear and speak to the other party on a call. You can download a copy of Microsoft NetMeeting 3.0x from http://www.microsoft.com/netmeeting/. cd-softphone.fm Page 11 Wednesday, March 8, 2000 10:22 AM
12 If you are using Microsoft NetMeeting 3.0x, make sure the Run NetMeeting in the background when Windows starts check box is disabled (via the Options command in the Tools menu of Microsoft NetMeeting 3.0x). If you are using an H.323 application other than Microsoft NetMeeting 3.0x, make sure the auto-answer feature is enabled on your PC audio application. Now, verify the hardware and software requirements for DEFINITY IP Softphone (page 24), and then go to the next section, “Step 1: Install the DEFINITY IP Softphone Software,” on page 13. cd-softphone.fm Page 12 Wednesday, March 8, 2000 10:22 AM
13 Perform the following steps to install and configure DEFINITY IP Softphone 1. Insert the DEFINITY IP Softphone CD into your CD-ROM drive. If the Autorun feature is enabled on your PC, the DEFINITY IP Softphone Setup dialog box appears. Go to Step 4. 2. Double-click on the My Computer icon on your desktop. 3. Double-click on the CD-ROM icon, and then double-click on setup.exe. The DEFINITY IP Softphone Setup dialog box appears. 4. Choose the Next button. The Check for Running Apps dialog box appears. 5. Choose the Next button. The Select Destination Directory dialog box appears. Step 1 Install the DEFINITY IP Softphone Software cd-softphone.fm Page 13 Wednesday, March 8, 2000 10:22 AM
14 6. Specify the destination folder, and then choose the Next button. The Select Components dialog box appears. You can select one of the following installation options: Standard Installation This option installs all of the DEFINITY IP Softphone applications. This is the suggested installation option. Custom Installation This option enables you to specify which DEFINITY IP Softphone applications you want to install. 7. Choose the appropriate button. If you chose the Standard Installation button, the Standard Installation dialog box appears, displaying the components that will be installed. Choose the OK button to close this dialog box. If you chose the Custom Installation button, the Custom Installation dialog box appears, displaying the installation options. Select the appropriate installation option button, and then choose the OK button. 8. Choose the Next button. Follow the prompts to install the software. cd-softphone.fm Page 14 Wednesday, March 8, 2000 10:22 AM
15 When you are finished installing the software, perform one of the following steps: If you will be using Microsoft NetMeeting 3.0x or you will be using DEFINITY IP Softphone in telecommuter configuration, go to “Step 3: Log into the DEFINITY Server” on page 17. If you will be using an H.323 application other than Microsoft NetMeeting 3.0x, go to “Step 2: Configure an H.323 Application Other Than Microsoft NetMeeting 3.0x” on page 16. cd-softphone.fm Page 15 Wednesday, March 8, 2000 10:22 AM
16 Perform this procedure only if you plan to use an H.323 application other than Microsoft NetMeeting 3.0x. You must install and configure the H.323 application before running DEFINITY Login. To configure an H.323 application other than Microsoft NetMeeting 3.0x, perform the following steps: 1. Start your H.323 application. 2. Set the application to have a gatekeeper place calls. For the gatekeeper, be sure to enter the node name or IP address for the DEFINITY server. You can get this information from your DEFINITY System Administrator. 3. Set the H.323 application to register using the telephone number provided to you by the DEFINITY System Administrator. (This is the media extension.) 4. Set the appropriate network bandwidth setting for the H.323 application. 5. Close the H.323 application. 6. Go to “Step 3: Log into the DEFINITY Server.” Step 2 Configure an H.323 Application Other Than Microsoft NetMeeting 3.0x cd-softphone.fm Page 16 Wednesday, March 8, 2000 10:22 AM
17 1. Log into your company’s LAN. 2. Start DEFINITY Login in one of the following ways: Double-click on the DEFINITY Login desktop short cut. Select the DEFINITY Login short cut from the Start menu. From the Start menu, select Programs > the application folder that contains DEFINITY Login (default is Lucent DEFINITY IP Softphone) > DEFINITY Login. The DEFINITY Login window appears. 3. In the Extension box, enter your extension on the DEFINITY system. 4. In the Password box, enter your password. 5. If you want the software to save your password for the next time you log into the DEFINITY server, enable the Remember password for next login check box. Step 3 Log into the DEFINITY Server cd-softphone.fm Page 17 Wednesday, March 8, 2000 10:22 AM
18 6. In the Server area, enter the node name or IP address for the DEFINITY server. If you want to enter the node name, select the DEFINITY Node Name option button and enter the node name for the DEFINITY server. If you want to enter the IP address, select the IP Address option button, and enter the IP address for the DEFINITY server. 7. Perform one of the following steps: If you installed DEFINITY IP Softphone, DEFINITY IP Softphone is displayed in the Call Control Application area. If you want to use it to control your calls, go to Step 8. If you want to use a TAPI application other than DEFINITY IP Softphone to control your calls (such as Snap Connection™ or PhoneLine ®), choose the Change button in the Call Control Application area. The TAPI Call Control Application Configuration dialog box appears. Select the Other TAPI Application option button, enter the appropriate information, and then choose the OK button. Go to Step 8. If you want to use an H.323 application to control your calls (such as Microsoft NetMeeting 3.0x), choose the Change button in the Call Control Application area. The TAPI Call Control Application Configuration dialog box appears. Select the None - Use PC Audio Application selected in Voice Connection Configuration option button, and then choose the OK button. Go to Step 8. cd-softphone.fm Page 18 Wednesday, March 8, 2000 10:22 AM
19 8. Perform one of the following steps: If Microsoft NetMeeting 3.0x is installed, Microsoft NetMeeting is displayed in the Voice Connection area. If you want to use NetMeeting to hear and speak to the other party on a call, select the appropriate network bandwidth setting from the drop-down list box, and then go to Step 9. If you want to use an H.323 application other than Microsoft NetMeeting 3.0x to hear and speak to the other party on a call, choose the Change button in the Voice Connection area. The Voice Connection Configuration dialog box appears. Select the Other H.323 Application option button, enter the appropriate information, and then choose the OK button. Go to Step 9. If you want to use a telephone on a separate line to hear and speak to the other party on a call (that is, the telecommuter configuration), choose the Change button in the Voice Connection area. The Voice Connection Configuration dialog box appears. Select the Telephone at option button, and enter the telephone number for the telephone. Be sure to enter the telephone number the way you would dial it from your DEFINITY extension. If you select this option, you will speak to and hear the other party using the handset on the telephone that is connected to the telephone number you entered. After entering the telephone number, choose the OK button. Go to Step 9. cd-softphone.fm Page 19 Wednesday, March 8, 2000 10:22 AM
20 9. Choose the Log In button. The Login Established dialog box appears when you log into the DEFINITY server successfully, and DEFINITY IP Softphone (or the TAPI application you specified in Step 7 of this procedure) starts. The H.323 application will also start if specified. The Login icon appears in the system tray. (Right-clicking on the Login icon enables you to log off the DEFINITY server.) You are now ready to use DEFINITY IP Softphone and the other DEFINITY IP Softphone applications. For more information about the features and procedures for DEFINITY IP Softphone, DEFINITY Login, Incoming Call Notifier, DEFINITY Directory, Phonebook, Log Manager, Anywhere Dialer, Auto-Task Manager, and Script Editor, be sure to consult the online help that is provided with these applications. NOTE: If you want to convert your existing telephone number/address files (such as AT&TCall files and Message Manager files) into Phonebook files, select the Import command from the File menu in Phonebook. Be sure to check the Phonebook online help for complete instructions on importing existing files into Phonebook. (See the “Import files into a Phonebook directory” topic, which is located under “Exporting/Importing Information” in the online help.) cd-softphone.fm Page 20 Wednesday, March 8, 2000 10:22 AM