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User Manual
HiPath 3000/5000
HiPath optiClient 130
Version 4.0
May 2003
OP5374-00

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   Summary of Contents for Siemens HiPath 3000

  • Page 1: User Manual

    User Manual HiPath 3000/5000 HiPath optiClient 130 Version 4.0 May 2003 OP5374-00...

  • Page 2

    Hackers who unlawfully gain access to customer telecommunications systems are criminals. Currently, we do not know of any telecommunications system that is immune to this type of criminal activity. Siemens Informa- tion and Communication Networks, Inc. will not accept liability for any damages, including long distance charg- es, which result from unauthorized use.

  • Page 3

    HiPath 3000/5000 V4.0 optiClient 130 User Manual...

  • Page 4

    The required features should therefore be specified in each individual case at the time of closing the contract.  Siemens AG 2003 Information and Communication Networks, Hofmannstraße 51, D-81359 München, Germany ●...

  • Page 5

    HiPath 3000/5000 V4.0 optiClient 130 User Manual A31003-G2540-A100-3-76A9 Introduction and Important Notes Installation First Steps and User Configuration optiClient phone User Interface optiClient office User Interface optiClient easyCom User Interface Using the optiClient phone Using the optiClient office Electronic Telephone Directory...

  • Page 7: Table Of Contents

    3.4 Logging on ............3-12 3.4.1 Logging on with a new telephone number......3-13 3.4.2 Extended Options parameters.

  • Page 8: Opticlient Phone User Interface

    4.2.5 Telephone Directory Management ........

  • Page 9: Opticlient Easycom User Interface

    8.7.5 Telephone Data Service ........

  • Page 10: Electronic Telephone Directory

    9.1.1 Selecting the Telephone Directory ........

  • Page 11: Introduction And Important Notes

    General Information The optiClient 130 is a telephony application that can be run on a PC. It permits phone calls to be conducted via a LAN (Voice over IP) in conjunction with the HiPath 3000/5000 V4.0 commu- nication system. The HG 1500 board of the HiPath 3000/5000 V4.0 enables the connection with optiClient 130 via a LAN connection.

  • Page 12: Hardware And Software Requirements

    Nur für den internen Gebrauch Hardware and Software Requirements Hardware Minimum processor and RAM requirements for optiClient 130 phone/office: ● Windows 98SE Windows 2000 Processor Pentium II with 233 MHz at least 64 MB Minimum processor and RAM requirements for optiClient 130 easyCom: ●...

  • Page 13

    Introduction and Important Notes Hardware and Software Requirements Software Operating system Windows 98 SE, Windows 2000 (SP2) or Windows XP ● The installation software for the optiClient 130 on the system CD offers you the following ● two user interfaces, depending on the HiPath system connected: –...

  • Page 14: Target Group And Requirements

    Nur für den internen Gebrauch Target Group and Requirements The Installation chapter supports service technicians on installation and startup. All other chapters provide an overview of the product and serve as a reference to assist the user in getting started. Prerequisites A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 15: Safety Information

    Introduction and Important Notes Safety Information Safety Information Only service personnel and authorized specialists are permitted to work on the installation. Observe the following information: Read through all the information on the equipment carefully and follow all the safety guide- ●...

  • Page 16: Safety Information: Danger

    Only personnel with proper qualifications or authorized electricians should perform work ● on the low-voltage network (100 - 240 V AC). During a thunderstorm, you should not connect or remove telephone lines and PC boards. ● Expect to encounter leakage current from the telecommunications network.

  • Page 17: General Notes

    Introduction and Important Notes Safety Information Install cables in such a way that they do not pose an accident risk (by people tripping over ● them) and also so that they are not damaged. 1.3.4 General Notes If the installation is brought into the operating site from a cold environment, condensation ●...

  • Page 18: Data Protection And Data Security

    Members of Siemens and Siemens Rolm staff are required to observe business and data secrecy as a result of the company’s work rules.

  • Page 19

    1einl.fm Introduction and Important Notes Nur für den internen Gebrauch Data Protection and Data Security A31003-G2540-A100-3-76A9, 04/2003 1-10 optiClient 130 V4.0, User Manual...

  • Page 20: Installation

    Nur für den internen Gebrauch Installation This section contains information on the following topics: General Information ● Configuring/installing Quality of Service ● Configuring Location Information ● optiClient Installation Procedure ● A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual Installation...

  • Page 21: General Information

    In order to run the optiClient 130 properly, you will need to have Internet Explorer 4.0.1 with Service Pack 2 or a later version installed. Installation Medium/License A CD with the following code number label is supplied as the installation medium for optiClient 130: HiPath 3000/5000 ● optiClient 130 V4.0 System CD P30370-P182-A1-* HiPath 3000/5000 ●...

  • Page 22

    Nur für den internen Gebrauch Installation Components The following components are installed during the optiClient 130 installation: – optiClient 130 (application software) – optiClient 130 V2 TAPI Service Provider Service Provider of the optiClient 130; bidirectional TAPI (also used by other applications) A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual Installation...

  • Page 23: Configuring/installing Quality Of Service

    Installation Configuring/installing Quality of Service Configuring/installing Quality of Service General optiClient 130 can use the Windows QoS packet scheduler (Quality of Service) for network traf- fic control in order to optimize voice quality. This service gives telephony packages priority over "normal"...

  • Page 24

    Nur für den internen Gebrauch In Layer 3, the six bits of the DiffServ Code Point (DSCP) field are used in the Type of Ser- ● vice (ToS) byte of the IP header. It is also important to ensure that there is sufficient bandwidth within the QoS class (Codepoint/ IEEE802.1p User Priority) used.

  • Page 25

    Installation Configuring/installing Quality of Service Step Procedure In the Select Network Service dialog, click QoS Packet Scheduler and click OK. The service is installed. Upon completion of this task, you are returned to the prop- erties dialog (as in Step 3) in which the QoS Packet Scheduler entry is displayed and activated: Display Click the Configure button for network card connection configuration.

  • Page 26

    Nur für den internen Gebrauch Step Procedure Select Enable for the 802.1p Support property: Display A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual Configuring/installing Quality of Service Installation...

  • Page 27

    Installation Configuring/installing Quality of Service Step Procedure Select Enable for Flow Control: Display Click OK to confirm. ● You return to the Local Area Connection Properties dialog as in Step 3, which ● you can also exit by clicking OK. Finally, close the Network and Dial-up Connections dialog.

  • Page 28

    Nur für den internen Gebrauch QoS RSVP service deactivation The service that manages the QoS RSVP (Resource Reservation Protocol) must now be de- activated to ensure that the system runs correctly: Step Procedure Start the service administration tool in Windows 2000 by selecting Settings - Control Panel - Administrative Tools - Services.

  • Page 29: Configuring Location Information

    Installation Configuring Location Information Configuring Location Information General Information In order to run the optiClient 130 correctly, all your personal location information must be en- tered accurately. If these options are missing or have errors, you will not be able to correctly dial any entries from the phone book or call lists.

  • Page 30

    2install.fm A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 31: Opticlient Installation Procedure

    Select the type of setup for the installation: For the complete installation, the optiClient is installed in the default installation ● folder C:\Program Files\Siemens\optiClient 130 V4. For a custom installation, you can select a different installation folder. Ensure ● that an "optiClient 130 V4" subfolder is always created in the selected folder.

  • Page 32

    Nur für den internen Gebrauch Shortcuts on the Desktop One desktop icon each is created for optiClient phone, optiClient office, and optiClient easy- Com. If you do not want to keep the desktop shortcuts, you can remove them. The programs are still available via the Start menu.

  • Page 33

    2install.fm Installation Nur für den internen Gebrauch optiClient Installation Procedure A31003-G2540-A100-3-76A9, 04/2003 2-14 optiClient 130 V4.0, User Manual...

  • Page 34: First Steps And User Configuration

    ● Working with the Administration Tool ● Starting the Program ● Logging on ● Logging on with a new telephone number ● Changing the User Password ● Exiting optiClient phone / office / easyCom ● A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 35: General

    Personal phone book The database with the personal telephone directory of a phone number is saved on the user’s local PC by default. This database could likewise be saved in a directory that is available to all users, thus enabling them to access their personal phone books from any workstation.

  • Page 36: Working With The Administration Tool

    Starting the administration tool: Start the application optiClientAdmin.exe, which is located in the program directory of the optiClient 130 (the default directory is C:\Program Files\Siemens\optiClient 130 V4\Client). A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual First Steps and User Configuration...

  • Page 37: Configuring Pc Settings

    First Steps and User Configuration Working with the Administration Tool 3.2.1 Configuring PC settings To configure the parameters for the PC settings, proceed as follows: After starting the administration tool, select the PC settings tab. Display The current folder where the ’local’ profile file is saved is displayed under Profile folder in the Path field.

  • Page 38

    Nur für den internen Gebrauch To edit the default settings, click on Change default in the profile folder. This opens the Default values dialog box in which you can configure the following default parameters: – General parameters (default) – eee Firctorm yl par(metpr)1884(s)587( G)-7.2df(ault))]TJ/F2 1 Tf0 -1.17 TD0.0034 une endea ewthic23.1hu cndnd (i)5.1nhe A130.1dn ncedi –...

  • Page 39: Configuring Setup Information (license Information)

    First Steps and User Configuration Working with the Administration Tool 3.2.2 Configuring Setup information (License information) To configure Setup information, proceed as follows: If the license must be changed after installation, activate the Setup information tab in the administration tool. Display The current License key is read out and displayed from the Windows registry.

  • Page 40: Configuring Parameters For Pc Performance

    Nur für den internen Gebrauch 3.2.3 Configuring Parameters for PC Performance To configure PC parameters, proceed as follows: Activate the PC Performance tab in the administration tool: Display The entries under Global settings for logged on user are global Windows settings which are valid for users logged on system-wide, i.e.

  • Page 41

    3benkonf.fm First Steps and User Configuration Nur für den internen Gebrauch Working with the Administration Tool Click OK or Cancel to exit the administration tool. Press Save each time to store your input in the dialog. > A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 42: Configuring Parameters For Quality Of Service

    Nur für den internen Gebrauch 3.2.4 Configuring Parameters for Quality of Service Proceed as follows to configure parameters for Quality of Service: Activate the Quality of Service tab in the Administration Tool. Display Enter the global Windows settings for the current PC under Global settings for this PC. Use the Enable QoS under Windows 2000 option to activate or deactivate the option to ●...

  • Page 43

    First Steps and User Configuration Working with the Administration Tool Layer 2: User Priority acc. to IEEE802.1p The values are entered in the three bits of the IEEE802.1p field for the "Call Signalling" and "Voice Payload" traffic types. Layer 3: Priority classes (Codepoint acc. to DiffServ) The values are entered in the six bits of the DiffServ Codepoint (DSCP) field in the Type of Service (TOS) byte for the "Call Signalling"...

  • Page 44: Starting The Program

    Nur für den internen Gebrauch Starting the Program General Following the installation, three versions of the optiClient 130 with three different user interfaces are available. If you are logging on with a phone number for the first time, either the default set- tings will be used (if configured), or you must supply the necessary information after the pro- gram starts.

  • Page 45: Logging On

    Remote Access This option must be activated when Remote Access. The telephone number and the Password are assigned by a systems engineer when > configuring HiPath 3000/5000 V4.0. The Remote Access option must only be activated if optiClient is logged onto a HG1500.

  • Page 46: Logging On With A New Telephone Number

    Nur für den internen Gebrauch 3.4.1 Logging on with a new telephone number When a user logs on with a new phone number without existing default values for the first time, the individual user and connection parameters for that number are not yet known. Consequent- ly, after the logon, a corresponding message is displayed to indicate that the system settings could not be found.

  • Page 47: General Parameters

    First Steps and User Configuration Logging on – General parameters – Audio parameters – Telephone Directory parameters – Update parameters – Server parameters 3.4.2.1 General parameters Select the General tab in the extended options dialog. Display (example for optiClient office)

  • Page 48

    This causes optiClient of- fice to behave as a normal telephone, i.e., the trunk access num- ber must be dialed for external numbers, and internal stations can be reached directly.

  • Page 49: Audio Parameters

    First Steps and User Configuration Logging on 3.4.2.2 Audio parameters Switch to the Audio tab in the extended options dialog. Display Enter the following parameters: Parameters Handset Mixer Audio playback Audio recording 3-16 Meaning Under Handset select the handset for the optiClient. All devices/ drivers installed are offered in the drop-down list.

  • Page 50

    Nur für den internen Gebrauch Parameters Play back sounds only via PC speaker (not via sound card) Play back sounds via sound card and PC speaker To ensure proper functionality, it is important to note that if you are using the op- >...

  • Page 51: Telephone Directory Parameters

    Logging on 3.4.2.3 Telephone Directory parameters Switch to the Telephone directory tab in the extended options dialog. Display The parameters correspond to those which can also be used when setting the options in the optiClient (see Option Settings for the optiClient phone and Option Settings for the op- tiClient office).

  • Page 52: Update Parameters

    Nur für den internen Gebrauch 3.4.2.4 Update parameters Switch to the Update tab in the extended options dialog. Display You can activate the Update Server here and specify the folder in which software updates are made available under the field Server share name on which update versions are stored.

  • Page 53: Server Parameters

    First Steps and User Configuration Logging on 3.4.2.5 Server parameters Switch to the Server tab in the extended options dialog. Display Enter the following parameters: Parameter IP address You can now configure further parameters or click on OK. This returns you to the Logon dialog.

  • Page 54: Changing The User Password

    Nur für den internen Gebrauch Changing the User Password Every HiPath 3000 user can change his/her login password for the optiClient as follows: Click on the menu key in optiClient phone or open the context menu in optiClient office. Then select Change password.

  • Page 55: Exiting Opticlient Phone / Office / Easycom

    First Steps and User Configuration Exiting optiClient phone / office / easyCom Exiting optiClient phone / office / easyCom You can exit optiClient office by clicking on the menu bar and selecting the Exit command ● from the menu. You can exit optiClient phone and optiClient easyCom as usual in Windows by clicking ●...

  • Page 56: Opticlient Phone User Interface

    The optiClient phone user interface simulates the optiPoint advance plus phone and gen- ● erally functions in the same way as such a telephone. Consequently, only the PC-specific operations and features are described in this document. This section contains the following information: –...

  • Page 57: Layout Of The Opticlient Phone User Interface

    Headset key Meaning Minimize optiClient Exit optiClient phone When the system is idle, the date, time, and personal telephone number are displayed. When functions are activated, function- specific information is displayed here. Open/close the configured key module, see Key Modules.

  • Page 58

    Function key 3 Function key 4 The first time you log in with a new telephone number, the text of the function keys > is preset and stored as it was set when the system was logged into. When logging in with the same telephone number and with other languages, text is not reloaded.

  • Page 59: General Operation

    This section contains the following information: – Using the PC keyboard – Setting the speaker and microphone volume – Headset – Telephone Directory Management – Call lists – Key Modules – Key Captions – Accepting / Terminating a Call Nur für den internen Gebrauch...

  • Page 60: Using The Pc Keyboard

    Nur für den internen Gebrauch 4.2.1 Using the PC keyboard The following applies when using optiClient with the PC keyboard: Procedure Accept call End call (hang up) Scroll functions Confirm function Volume control Dial directly from the clipboard; a dial prefix is not added to the clipboard contents.

  • Page 61: Special Tone Settings

    Procedure Click on the "+" or "-" symbol of the speaker key.The following appears on the display: Telephone Settings Ring volume? You can use the arrow keys that appear in the display to scroll between the tone settings for the ring volume, ring tone or the attention ring volume.

  • Page 62: Telephone Directory Management

    Telephone Directory Management Opening Telephone Directory Management Procedure To open telephone directory management, click on the Phone Book key. A detailed description of telephone directory management can be found in the sec- tion Electronic Telephone Directory. 4.2.6 Call lists Opening Call List Management Procedure To open call list management, click on the Call List key.

  • Page 63: Key Modules

    optiClient phone User Interface General Operation 4.2.7 Key Modules As with the optiphone, 1 to 4 key modules, each with 16 freely-programmable keys, can be add- ed to the basic module of the optiClient phone. To open the key module click on ●...

  • Page 64: Key Captions

    Nur für den internen Gebrauch 4.2.8 Key Captions You can label the keys in the main module and in all key modules in any way you want: Step Procedure Double-click the caption field on the key. In the dialog that appears, you will see the current caption for the key and a sec- ●...

  • Page 65: Information On The Opticlient Phone

    optiClient phone User Interface Information on the optiClient phone Information on the optiClient phone You can obtain further information regarding version, copyright, connected hardware, personal phone number, etc. in the following manner: Step Procedure Click the menu key. The optiClient phone menu appears. Select Information...

  • Page 66: Manual Update Check For The Opticlient Phone

    Nur für den internen Gebrauch Manual Update Check for the optiClient phone In addition to the automatic update function, which checks for new update versions of the op- tiClient 130 about every 15 minutes, the optiClient 130 can also be updated manually. Step Procedure Click the menu key.

  • Page 67

    optiClient phone User Interface Manual Update Check for the optiClient phone Step Procedure If you select Cancel, the update version will not be installed. The current settings for periodic update checks remain unchanged. After setting up the desired options, confirm your selection with OK. Local administration rights are required for manual (or automatic) optiClient update.

  • Page 68: Option Settings For The Opticlient Phone

    The Options dialog appears. ● You may configure the following parameters: – General Options – Display Options – Telephone Directory Options – Telephony Options A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual optiClient phone User Interface Option Settings for the optiClient phone 4-13...

  • Page 69: General Options

    After the number of user key modules has been reduced, the modules already used > once can be completely removed only in HiPath 3000 Manager E. The parameters in other tabs can now be changed. To save the settings and to exit the dialog click on OK.

  • Page 70: Display Options

    Nur für den internen Gebrauch 4.5.2 Display Options Under the Display mode tab you can activate/deactivate the following options: Display > Phone always on top The optiClient phone user interface always remains in the foreground. > Move phone to top on incoming call If the user interface is not set up to always be on top (i.e.

  • Page 71

    optiClient phone User Interface Option Settings for the optiClient phone > Minimize phone after a period of time Activate this option if the user interface should be minimized after a specified amount of time. This should be entered as a number of minutes. Use the Hide phone on minimized status option to decide whether the user interface is to be minimised in the system tray or on the taskbar.

  • Page 72: Telephone Directory Options

    > In order to access and display the desired LDAP entries in optiClient, a number of settings need to be made. To do this, click on LDAP extensions (see also the section on Telephone Directory Options - LDAP Settings). If no LDAP telephone directory server is available, users can only use their personal phone books.

  • Page 73

    optiClient phone User Interface Option Settings for the optiClient phone Display The complete LDAP directory is stored in a hierarchical structure. In some cases, only a subsection of this directory structure may be appropriate for individual users as the base directory name (Base DN) to be searched and displayed.

  • Page 74

    Name of an entry at this level: DE – Level designation 2: o (e.g., for "organization“) – Name of an entry at this level: SIEMENS – Level designation 3: ou (e.g., for "organization unit“) – Name of an entry at this level: ICN...

  • Page 75: Telephony Options

    optiClient phone User Interface Option Settings for the optiClient phone 4.5.4 Telephony Options Under the Telephony tab you can edit the following parameters: Display > If the phone numbers of incoming calls are to be transferred to an external application, activate the External Interface option and enter the directory / name of the external application.

  • Page 76: View Settings For The Opticlient Phone

    Nur für den internen Gebrauch View Settings for the optiClient phone You can choose one of the three available views for the optiClient phone as follows: Step Procedure Click the menu key. The optiClient phone menu appears. ● Select View. You now have the following options: Normal view: ●...

  • Page 77: Online Help

    optiClient phone User Interface Online Help Online Help To start the online help for the optiClient phone, proceed as follows: Step Procedure Click the menu key. The optiClient phone menu appears. ● Select Help. The online help is started. 4-22 Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 78: Opticlient Office User Interface

    Layout of the optiClient office User Interface The optiClient office user interface has the following layout: Close optiClient office Window bar Minimize Telephone directory / Call list/ Functions window A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual optiClient office User Interface...

  • Page 79

    HiPath system and may differ from the range of functions depicted here. Telephone directory: ● Managing the Telephone Directory (see also section Elec- tronic Telephone Directory). Caller- and call records (see also section Call List Manage- ●...

  • Page 80: General Operation

    Minimizing optiClient office – Changing your Code Key (PIN) – Setting the speaker and microphone volume – Headset – Telephone Directory Management – Call List Management – Programming the Function Keys A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual optiClient office User Interface...

  • Page 81: Opening And Closing Windows

    optiClient office User Interface General Operation 5.2.1 Opening and Closing Windows Step Procedure Open the optiClient office context menu: All available windows are listed in the upper panel of the optiClient office menu. ● Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 82: Minimizing Opticlient Office

    Nur für den internen Gebrauch 5.2.2 Minimizing optiClient office If you temporarily do not need the user interface of the optiClient office, you can reduce the pro- gram to an icon in the system tray of the taskbar (next to the time/date display): optiClient office in the status area of the taskbar To minimize the optiClient user interface, proceed as follows: Choose the command Minimize from the context menu or the system menu of the Office...

  • Page 83: Setting The Speaker And Microphone Volume

    optiClient office User Interface General Operation 5.2.4 Setting the speaker and microphone volume Setting the speaker volume Procedure The speaker key in the Connection Parties window is used to control the volume of the speaker. To increase or decrease the volume, click on the the "+"...

  • Page 84: Special Tone Settings

    Procedure Click on the "+" or "-" symbol of the speaker key in the Connection Parties window. The following appears on the display: Telephone Settings Ring volume? > You can use the arrow keys that appear in the display to scroll between the tone settings for the ring volume, ring tone or the attention ring volume.

  • Page 85: Telephone Directory Management

    Telephone Directory Management To open Telephone Directory management, click on the Telephone directory tab in the Func- tions/Telephone directory/Caller- and call records window. You can find a detailed description of the optiClient phone book in section Electronic Telephone Directory. 5.2.8...

  • Page 86: Programming The Function Keys

    Nur für den internen Gebrauch 5.2.9 Programming the Function Keys The function keys B to L on the keyboard can be programmed with specific functions for the optiClient. The A function key is programmed for Help, and cannot be changed. To program the function keys, proceed as follows: Step Procedure...

  • Page 87

    optiClient office User Interface General Operation Step Procedure Choose the desired function from the list box. You have a choice of the following functions: Microphone off ● Suppress caller ID ● Night service ● Do not disturb feature ● Call waiting without tone ●...

  • Page 88: Information On The Opticlient Office

    Nur für den internen Gebrauch Information on the optiClient office You can obtain further information regarding version, copyright, connected hardware, personal phone number, etc., as follows: Step Procedure Open the optiClient office context menu: Select Information... The Info dialog appears: ●...

  • Page 89: Manual Update Check For Opticlient Office

    optiClient office User Interface Manual Update Check for optiClient office Manual Update Check for optiClient office In addition to the automatic update function, which checks for new update versions of the opti- Client about every 15 minutes, the optiClient 130 can also be updated manually. Step Procedure Open the optiClient office context menu:...

  • Page 90: Option Settings For The Opticlient Office

    You can set the following options: – General Options – Display Options – Telephone directory options – Telephone directory options - LDAP Settings A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual optiClient office User Interface Option Settings for the optiClient office 5-13...

  • Page 91: General Options

    optiClient office User Interface Option Settings for the optiClient office 5.5.1 General Options Under the General tab you can define the following options: Display Activate the corresponding option if you want the ACD status to be displayed in the Con- ●...

  • Page 92: Display Options

    Nur für den internen Gebrauch 5.5.2 Display Options Under the Display mode tab you can activate/deactivate the following options: Display > Phone always on top The optiClient phone user interface always remains in the foreground. > Move phone to top on incoming call If the user interface is not set up to always be on top (i.e.

  • Page 93: Telephone Directory Options

    > In order to access and display the desired LDAP entries in optiClient, a number of settings need to be made. To do this, click on LDAP extensions (see also the section on Telephone directory options - LDAP Settings). If no LDAP telephone directory server is available, users can only use their personal phone books.

  • Page 94

    Nur für den internen Gebrauch Display The complete LDAP directory is stored in a hierarchical structure. In some cases, only a subsection of this directory structure may be appropriate for individual users as the base directory name (Base DN) to be searched and displayed. In addition, you will also need to specify under which field names of the LDAP directory the details expected in the optiClient 130 are stored on the LDAP server.

  • Page 95

    Name of an entry at this level: DE – Level designation 2: o (e.g., for "organization“) – Name of an entry at this level: SIEMENS – Level designation 3: ou (e.g., for "organization unit“) – Name of an entry at this level: ICN...

  • Page 96: Telephony Options

    Nur für den internen Gebrauch 5.5.4 Telephony Options Under the Telephony tab you can edit the following parameters: > If the phone numbers of incoming calls are to be transferred to an external application, activate the External Interface option and enter the directory / name of the external application.

  • Page 97: Speed-dial Keys

    optiClient office User Interface Option Settings for the optiClient office 5.5.5 Speed-dial Keys You can call defined speed-dial numbers directly via speed-dial keys. The speed-dial keys are located in the Speed-dial keys/Dial windows (max. four). Open the window in which you want to configure the speed-dial keys, and select the Speed-dial keys tab.

  • Page 98

    Nur für den internen Gebrauch Step Procedure In the following dialog, enter the key captions and the corresponding phone number (internal or external). Press the OK dialog key to confirm your selection. The speed-dial keys are displayed in the window. Changing the Caption or Phone Number of a Speed-Dial Key Step Procedure...

  • Page 99

    optiClient office User Interface Option Settings for the optiClient office Step Procedure You have the following options for sorting: – by name (speed-dialing key caption) – by the type of phone number (internal or external) stored on the speed-dial You can optionally sort in either –...

  • Page 100: Functions

    As a user, a number of general and special telephony functions are available for your personal phone number, which correspond with the configuration of the HiPath system. General telephony functions These functions can be activated in the Functions/Telephone directory/Call detail records window. Display A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 101

    (see Do Not Disturb Feature) Answer text ● (see Answer Text) Call forwarding ● (see Call Forwarding) Code key ● (see Telephone Lock) ACD logon ● (see ACD Logon (Logging on to System)) ACD not available ● (see ACD Unavailability) ACD post-processing ●...

  • Page 102

    The functions identified with "Option" depend on the feature set enabled for the indi- > vidual users and may therefore not be available in some cases. The following special telephone functions are available via the Connection Parties Window: See also...

  • Page 103: Connection Parties Window

    To scroll and confirm functions. Displays the corresponding connection status of the connected HiPath system as "active" or "inactive". Current ACD status of the telephone number displayed with both text and color. The type, amount, and function are dependent on the status of the current call.

  • Page 104

    Nur für den internen Gebrauch Element Function icons Dialing area Call status display Function icon Call costs displayed Dialing functions Click on the arrow on the list in the Connection Parties window display: Enter the phone number or select one from the recently dialed number list. ●...

  • Page 105: Call Status Display

    Call status display / function icon Functions in the connection status window The available telephone functions and their use in optiClient office (accepting calls, placing calls, conferencing, etc.) is described in the section Using the optiClient office. Online Help To start the online help for the optiClient office, proceed as follows:...

  • Page 106: Opticlient Easycom User Interface

    Nur für den internen Gebrauch optiClient easyCom User Interface General optiClient easyCom user interface office and optiClient phone user interfaces. It is possible to use different user interfaces simulteanously. For information to the following topics please refer to: User Interface Design ●...

  • Page 107

    BofEasyCom.fm optiClient easyCom User Interface Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 108: Using The Opticlient Phone

    On dialling the phone number, the prefix needed to access an outside line for your location is then automatically read from the Windows Control Panel (Telephone and Modem Options) (cf. section Configuring Location Information). A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 109: Basic And Advanced Functions

    Using Other Functions * Call Charge Display * Busy Signaling for Speed-dial Keys * Code key * Infos * Answer text * Telephone Data Service * DTMF Transmission (Changing over to DTMF Tone Dialing) * Hunting groups * Resetting Functions ACD Functions...

  • Page 110: Overview Of Functions And Codes (in Alphabetical Order)

    Nur für den internen Gebrauch Overview of Functions and Codes (in Alphabetical Order) The table below lists all available functions as they appear on the display. Functions that have been configured (contact System Support) can be activated interactively (select + save) via the Service menu (select + save or enter a code) or via function keys.

  • Page 111

    Using the optiClient phone Overview of Functions and Codes (in Alphabetical Order) Functions (display) DND on DND off Door opener on Door opener off DTMF dialing Forwarding on 1=all calls 2=external calls only 3=internal calls only Forwarding off Trunk FWD on Trunk FWD out Forward Line: On Forward Line: Off...

  • Page 112

    Send message View sent message US: View messages UK: Display Messages Mailbox Shift Key Show call charges (own telephone) View call charges (other party’s telephone) Speaker call Suppress call ID Restore caller ID Tel. data service Temporary MSN (not for U.S.)

  • Page 113

    Using the optiClient phone Overview of Functions and Codes (in Alphabetical Order) Functions (display) Log on Log off Available Not available Work on Work off UCD night on UCD night off Calls in queue US:Callback UK:Set Callback View callbacks/Delete Use speed-dialing Change Speed-dial (station) Nur für den internen Gebrauch ...

  • Page 114: Using The Opticlient Office

    For directed call pickup, click on the speed-dial key of the called party. Call Pickup in a Call Pickup Group You can pick up calls for telephones within a call pickup group from your telephone. This is also possible during a call.

  • Page 115: Do Not Disturb Feature

    Activating do not disturb > To activate the Do not Disturb feature, enable the Functions tab in the Functions/ Telephone Directory/Call detail records window and click the Do Not Disturb check box. A check mark will appear. Deactivating do not disturb >...

  • Page 116: Ringer Off

    All calls will be announced with a short beep and also displayed on the screen. Activating ringer off > To activate the Ringer Off function, enable the Functions tab in the Functions/Telephone Directory/Call detail records window and click the Ringer Off check box. A check mark will appear.

  • Page 117: Microphone On/off

    Connection parties window. The microphone is en- abled and a green dot appears in the icon. – activate the Functions tab in the Functions/Telephone Directory/Call detail records window and click the Microphone off option field. A check mark is set. Turning off the Microphone (Mute) >...

  • Page 118: Making Calls

    Activating caller ID suppression > To activate the caller ID suppression function, enable the Functions tab in the Functions/ Telephone Directory/Call detail records window and click the Suppress extension check box. A check mark will appear. Deactivating caller ID suppression >...

  • Page 119

    Using the optiClient office Making calls Step Action/Effect Dialing from the Connection parties window (dial area): Enter the number you wish to call or select it from the list box. Display Click the Confirm button to confirm Dialing from the Connection parties window (context menu): Open the context menu in the Connection Parties window and select Dial.

  • Page 120: Extended Dialing Functions Per Drag & Drop

    Ì k ey while performing the drag and drop operation. On dialling the phone number, the prefix needed to access an outside line for your location is then automatically read from the Windows Control Panel (Telephone and Modem Options) (cf. Section 2.3, “Configuring Locati- on Information”).

  • Page 121: Terminating Calls

    Using the optiClient office Making calls 8.2.4 Terminating Calls The remote party ends the call The active call displayed in the Connection Parties window disappears. You end the call You can end a call by one of the following methods: >...

  • Page 122: Calling Multiple Parties Simultaneously

    Nur für den internen Gebrauch Calling Multiple Parties Simultaneously 8.3.1 Consultation Hold You are conducting a call and would like to consult a colleague without allowing the current par- ty to listen in. Initiating a Consultation Call Step Action/Effect Variant 1 From the context menu of the first party, click Consultation hold.

  • Page 123: Conferencing

    Using the optiClient office Calling Multiple Parties Simultaneously 8.3.2 Conferencing During an internal or external call, you can call up to four internal or external stations, add them to the call, and thus conduct a conference call. Initiating a Conference Step Action/Effect During a call, you initiate a consultation call with another party with whom you want...

  • Page 124: Toggle

    Nur für den internen Gebrauch 8.3.3 Toggle You can toggle between two calls and alternately speak with both parties. The waiting party cannot listen in on your conversation. Both parties can be either external or internal parties. You also have the option of disconnecting from both calls and connecting the two parties to one another (Call Transfer).

  • Page 125: Parking Calls

    Using the optiClient office Calling Multiple Parties Simultaneously 8.3.5 Parking Calls You can park up to ten calls, either internal, external, or both. Parked connections can be picked up at other stations. This feature is useful if you want to continue a call at another phone. Parking a Call Step Action/Effect...

  • Page 126

    Nur für den internen Gebrauch Step Action/Effect Enter the line number on which the call is parked in the dialog that follows and then click OK to confirm your selection: A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual Using the optiClient office Calling Multiple Parties Simultaneously 8-13...

  • Page 127: Making Calls To Stored Destinations

    Calls made ● To open Call List management, click on the Caller- and call records tab in the Functions/ Telephone Directory/Call detail records window. A detailed description of the optiClient call list management can be found in section Call List Management.

  • Page 128: If You Cannot Reach A Destination

    Nur für den internen Gebrauch If You Cannot Reach a Destination... 8.5.1 Callback If a user is busy or is not answering, you can store an automatic callback. This feature saves you from having to make repeated attempts to reach the user. The system/party calls you when both you and the busy station are free ●...

  • Page 129: Call Waiting

    Disabling the Call Waiting Tone > To deactivate the Call Waiting feature, click the Call waiting without tone check box in the Functions tab of the Functions/Telephone Directory/Call detail records window. The check mark is set. Enabling the Call Waiting Tone >...

  • Page 130: Call Forwarding

    > To disable the call forwarding function, click the Call forwarding check box in the Functions tab of the Functions/Telephone Directory/Call detail records window. The check mark and the display in the Connection Parties window are removed, and call forwarding is disabled.

  • Page 131: Night Service

    Step Action/Effect To disable the Night Service function, click the Night service check box in the Func- tions tab of the Functions/Telephone Directory/Call detail records window. The check mark is removed, and the night service is disabled. 8-18 Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 132: Using Other Functions

    Step Action/Effect To enable the phone lock, click the Code key check box in the Functions tab of the Functions/Telephone Directory/Call detail records window. A dialog to lock the phone appears: Enter the 5-digit code number and then click OK.

  • Page 133

    To release the lock, enter the code number and then click OK. The check mark n the function option is removed. > For more details on changing codes, see the section Telephone Lock. 8-20 Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003...

  • Page 134: Infos

    Infos Sending Infos Step Action/Effect Click the Send Info icon on the Functions tab in the Functions/Telephone Directory/Call detail records window. or select the entry Send Info... from the context menu in the Connection Parties window. As with the optiPoint phone, you are now requested to enter the Call number of the recipient and to select the Info.

  • Page 135

    Action/Effect As soon as you receive an info, the Read Infos sent icon turns blue (active) on the Functions tab of the Functions/Telephone Directory/Call detail records window. Click this icon to view the message. The sent info appears in the display that follows.

  • Page 136: Answer Text

    Action/Effect To select and activate an answer text, click the check box Answer text in the Func- tions tab of the Functions/Telephone Directory/Call detail records window. The dialog to select / edit the answer text appears: Select the desired answer text or edit the text by adding your own details and click OK to confirm your selection.

  • Page 137: Telephone Data Service

    Using the optiClient office Using Other Functions 8.7.5 Telephone Data Service If you want to enter TDS codes that can be read and processed from other attached applica- tions, proceed as follows: Step Action/Effect Click the "TDS" symbol in the Connection Parties window.

  • Page 138: Hunting Group

    The caller always hears the ringing tone. The call is switched to the first telephone that becomes available in the hunting group. Each member of the group remains available under his or her own station number. All config- ured functions such as call forwarding, for example, apply both to the individual phone number and to the group member.

  • Page 139: Resetting Functions

    (depending on the configuration of the tele- phone system). Step Action/Effect Click the Reset functions icon in the Functions/Telephone Directory/Call detail records window. The functions are reset in accordance with the settings on the phone system. 8-26 Nur für den internen Gebrauch...

  • Page 140: Acd Functions

    Nur für den internen Gebrauch ACD Functions The ACD (Automatic Call Distribution) feature serves to distribute calls within a team. An in- coming call is always assigned to the team member (agent) who has had the longest break without a call. The team members can also work in different locations, e.g.

  • Page 141: Acd Logon (logging On To System)

    Step Action/Effect To complete the ACD logon, click > the ACD Logon check box in the Functions tab of the Functions/Telephone Directory/Call detail records window > the entry Logon in the context menu of the Connection parties window. A dialog in which you can enter the code for the person responsible appears. Click OK to confirm your selection.

  • Page 142: Acd Logoff (logging Off From The System)

    Step Action/Effect To complete the ACD logoff, click > the ACD Logoff check box in the Functions tab of the Functions/Telephone Directory/Call detail records window > the entry Logoff in the context menu of the Connection parties window. The logoff is performed; the check mark before the function option is removed, and the ACD status in the Connection Parties window changes to grey (logged off).

  • Page 143: Acd Post-processing

    Action/Effect To enable ACD post-processing, click > the ACD post-processing check box in the Functions tab of the Functions/ Telephone Directory/Call detail records window > the entry ACD post-processing in the context menu of the Connection parties window. The check mark before the function option is set, and the ACD status in the Connec- tion Parties window changes to dark green (wrap-up).

  • Page 144: Acd Unavailability

    Action/Effect To enable ACD unavailability, click > the ACD not available check box in the Functions tab of the Functions/ Telephone Directory/Call detail records window > the entry ACD not available in the context menu of the Connection parties window.

  • Page 145: Displaying The Number Of Waiting Calls

    To activate the ACD Night service, click > the ACD Night extension check box in the Functions tab of the Functions/ Telephone Directory/Call detail records window > the entry ACD Night extension in the context menu of the Connection parties window.

  • Page 146: Electronic Telephone Directory

    Nur für den internen Gebrauch Electronic Telephone Directory The optiClient 130 offers you - if available and configured - a central LDAP telephone directory and a personal telephone directory. Whereas the central telephone directory (if any) is main- tained by your administrator, you can customize the private directory to meet your own needs.

  • Page 147

    Nur für den internen Gebrauch in optiClient phone: Click the Telephone directory button. The telephone directory is opened near the optiClient phone window. The width of the optiClient phone telephone book display can be altered. A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

  • Page 148: General Functions

    – optiClient phone: Click the LDAP icon in Phone Book Management. By clicking on the telephone book key or the call list key in the optiClient phone, it is > possible to directly switch between the two directories. LDAP Telephone Directory On selecting the LDAP telephone directory, this directory initially appears empty.

  • Page 149: Viewing Options Of The Telephone Directory

    Electronic Telephone Directory General Functions 9.1.2 Viewing Options of the Telephone Directory The telephone directory is structured like a standard Windows table and can be edited accord- ingly with respect to the column views. You can: > Arrange the columns in the desired display order by dragging and dropping >...

  • Page 150: Edit Entries In The Directory

    Locate the appropriate entry in the LDAP directory. Select the menu item Add to personal tel. directory from the context menu. The entry will be copied to your personal telephone directory and can then be edited further from there. Adding a New Entry to the Telephone Directory Open the context menu from any free area of the telephone directory and select New...

  • Page 151

    Number Verification > When you enter a phone number in an empty field (Telephone 1, Telephone 2 (Fax) and Telephone 3 (Mobile)) for the first time or double-click in a field containing data, a verification window to check the phone details appears:...

  • Page 152

    The dialog to edit the telephone directory entry appears. Edit the details as required. The verification dialog for phone numbers can be opened by double-clicking any phone number field. Click OK to save these details. The edited entry will be copied to your personal telephone directory. Deleting a Telephone Directory Entry...

  • Page 153: Finding A Contact In The Telephone Directory

    "*" and "?" may also be used here. Click OK to confirm your search criteria. The results of the search are displayed in the form of a telephone directory with the suffix (Search results) shown in the title.

  • Page 154: Calling A Contact From The Telephone Directory

    From the context menu of the party, select Dial and then choose one of the phone numbers entered for that party (Telephone 1, Telephone 2 or Telephone 3) from the submenu. The selected phone number of the party is called.

  • Page 155

    7telefonb.fm Electronic Telephone Directory Nur für den internen Gebrauch General Functions A31003-G2540-A100-3-76A9, 04/2003 9-10 optiClient 130 V4.0, User Manual...

  • Page 156: Call List Management

    To start Call List Management in the optiClient phone: Click the Call Lists button. By clicking on the telephone book key or the call list key in the optiClient phone, it is > possible to directly switch between the two directories.

  • Page 157

    Call List Management To start Call List Management in the optiClient office: Select the Caller- and call records tab in the Telephone directory window. Selecting a Call List To display one of the call lists indicated above, select it from the list box in the Call List Man-...

  • Page 158

    Nur für den internen Gebrauch Calling a Party from a Call List Activate the desired call list. Then click the relevant caller or called party within this list and choose Call. Deleting a Call List To delete a call list, mark the list to be deleted and click Delete records. When you delete the call list for calls made, both the list of received calls and the list of stations reached are deleted.

  • Page 159

    8ruflisten.fm Call List Management Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 10-4 optiClient 130 V4.0, User Manual...

  • Page 160: Index

    Nur für den internen Gebrauch Index Accept call 7-4 Accepting a call 4-9, 8-1 Account code 7-3 ACD 8-27 ACD Functions 8-27 ACD logged on 8-27 ACD logoff 8-29 ACD logon 8-28 ACD Night Service diactivating 8-32 enabling 8-32 ACD not available 8-27 ACD Post-Processing 8-30 ACD post-processing 8-27, 8-30 diabling 8-30...

  • Page 161

    Door opener on 7-4 Drop last conf. party (only for U.S.) 7-3 DTMF dialing 7-4 DTMF suffix dialing 8-24 DTMF transmission 8-24 Editing a Telephone Directory Entry 9-7 Nur für den internen Gebrauch Electronic Telephone Directory 9-1 E-mailing contacts 9-9 En-bloc sending 7-3...

  • Page 162

    Park a call 7-4 Parking a call 8-12 Parking Calls 8-12 PC keyboard 4-4 PC Performance 3-2, 3-7 Personal phone book 3-5 Personal telephone directory 9-1 Phone book management 4-7 Phone lock disabling 8-20 enabling 8-19 Phone Test 7-4 Pickup - directed 7-4...

  • Page 163

    1-7 Save number 7-3 Select language 7-5 Selecting the Telephone Directory 9-3 Sending Infos 8-21 Shift Key 7-5 Show call charges (own telephone) 7-5 Software requirements 1-3 Sound card 3-17 Speaker 3-17 Speaker call 7-5 Speed-dial keys 5-20 Speed-dial keys (icons) 5-20...

  • Page 164

    View messages UK Display Messages 7-5 Use speed-dialing 7-6 User interface 4-2, 5-1, 6-1 Verification window 9-6 View call charges (other party’s telephone) 7- View callbacks/Delete 7-6 View conf parties 7-3 View sent message 7-5 Viewing Options of the Telephone Directory...

  • Page 165

    opticl130v40SIX.fm Index Nur für den internen Gebrauch A31003-G2540-A100-3-76A9, 04/2003 optiClient 130 V4.0, User Manual...

This manual also for:

Hipath 5000, Hipath opticlient 130

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