Chapter
1
What
is the Phone MAX service? 
The Phone MAX
service use a Multimedia PC Client that provides advanced IP telephony
features, many of which are not available on a traditional telephone:
- Internet Protocol
(IP) calls
- advanced call
logging - keep track of incoming, outgoing and missed calls
- personal address
book - stored on the network and synchronized across clients
- presence - see
who is online and let others know that you are online
- call hold/retrieve
- call transfer
(blind or consult)
- file transfer
- send and receive files
- sharing tools
- web push, shared whiteboard, shared clipboard
- do not disturb
(DND)
- call handling
- decline, redirect, or ignore incoming calls
- instant messaging
- send and receive text messages
- video calls (on
demand, one-way, and two-way video)
- conference calls
(requires network conference server)
- COM AddIn support
for Microsoft® Outlook® 2000 that allows you to make calls
from and import contacts from Microsoft® Outlook® 2000
or Microsoft®
Outlook® 2002. (Only supported on the Multimedia PC Client)
Configurations:
Multimedia
PC Client
The Multimedia PC
Client is a software application that transforms your PC into a powerful
telephony and multimedia communications tool. This software application
runs on your PC and provides access to SIP features and multimedia services.
Most users will choose
to use a headset to speak and hear during calls. Optionally, you can use
a separate microphone and your computer’s speakers for the voice
part of the call (not recommended in open office environments).
 Tip:
Keep the Multimedia PC Client running in the
background whenever you are using your computer so you can easily accept
incoming calls.
Useful
terms to know
The
Multimedia PC Client uses some terms that may be new to you. Take a
moment to read through the explanations to familiarize yourself with
the following terms:
- Address
- Conference
- Conversation
- Friends
- Personal address
book
- Presence
- Proxy server
- Service package
Address
When a procedure
instructs you to enter an address it means entering either a telephone
number or a SIP address. A SIP address is a unique identifier of users
on the IP network. It has the same format as an email address, for example,
jramos@prtbroadbandphone.com, but it is not an email address. The network
can identify where you are and route your calls by tracking your SIP address
when you sign-in to any Multimedia PC Client, or Multimedia Web Client.
In order to make it easier to place calls, you can store addresses (SIP
addresses or telephone numbers) in a personal address book.
Using SIP addresses
allows you to take advantage of the more powerful features of the Multimedia
PC Client, such as presence.
Conference
Conferences are calls
that involve more than two callers. The two types of conferences are ad
hoc and meet me. Ad hoc conferences are conferences
that are created on the fly by joining multiple calls together into one
conference call. Meet me conferences are conferences that use a pre-defined
conference number where users provide an access number (and optionally
a passcode) to be placed into the appropriate conference bridge. The network
conference server is responsible for hosting both types of conferences.
The Multimedia PC Client can be used to create ad hoc audio conferences,
or to dial into meet me audio conferences.
Conversation
The Multimedia PC
Client allows you to converse with another user in a multitude of ways.
Conversations can involve one or more multimedia functionalities. For
example, a conversation may involve just voice (voice conversation), or
just instant messaging (IM conversation), or both (conversation). The
concept of conversations is key to understanding and using the multimedia
capabilities of the Multimedia PC Client.
Friends
Within your personal
address book, you can designate entries as Friends. People that you contact
frequently are good candidates as Friends. If you have marked an address
book entry as a Friend, then you can see the online presence status for
that entry. Just click the Friends Online button to see your Friends and
their online presence status.
Personal
address book
Your personal address
book is a key tool for managing addresses. You can save your addresses
for quick call access as well as organize address book entries into groups.
Your personal address
book is synchronized across all your network access devices. If you make
a change in your personal address book on the Multimedia PC Client, the
change automatically appears on your other network access devices (for
example, your Multimedia Web Client).
Presence
Presence
is how you let others users know your status in the network. Use Login> Change
My Status to change your presence state. This lets other users know whether
you are online or unavailable. You can also set the system to automatically
alert others whether you are away from your PC or on the
telephone.
Proxy
server
A proxy server is
an application that relays data between your Multimedia PC Client and
the network. It is responsible for making sure your calls get to your
registered access clients, like the Multimedia PC Client. When you connect
to the proxy server you need to provide a valid username and password.
Service
package
Your service provider
or system administrator assigns a service package with pre-defined features
and options for you. Some features will only be available to you if they
are listed in your service package. For example, your company may not
support PC video cameras and therefore these settings would not be available
for you to change. In addition to video, your service package defines
how many Friends you can have, how many callers you can join in an audio
conference, and whether you have voice mail enabled.
If you have access
to the Personal Agent, you can view the features and options available
in your service package through Settings > Preferences.
Before
you begin
You need the following
items to start using the Multimedia PC Client:
- a PC configured
with the required minimum software and hardware, as described in the
following section
- network access
with a connection that meets the minimum transmission speed requirements,
as described in the following section.
Minimum
hardware and operating system requirements
- 550 MHz Pentium-class
or equivalent processor
- Windows® Me, Windows NT® 4.x with SP5, Windows®
2000, or Windows® XP
- DSL 128/64kbps
modem modem or faster connection will provide a better user experience
- Microphone and
full duplex sound card.
- 48 MB free RAM
(This requirement is in addition to the memory requirements of the OS
and other concurrent applications.)
- 100 MB free hard
disk space
- 640x480 @8bpp
(256 colors) VGA graphics card
- Mouse
 Note:
Your service package features won’t be available on your Multimedia
PC Client until you sign-in.
Note:
The Multimedia PC Client can operate with the minimum hardware and
software requirements but the recommended requirements will provide enhanced
multimedia communications quality.
Recommended
hardware and operating system requirements
- 1 GHz (or higher)
Pentium-class or equivalent processor
- Windows® XP,
Windows® 2000, Windows® 98(SE), or Windows NT® 4.x
with SP5
- DSL 128/64Kbps
modem or faster connection will provide a better user experience
- Full duplex sound
card with headset (microphone-headphone combination)
- 64 MB free RAM
(This requirement is in addition to the memory requirements of the OS
and other concurrent applications).
- 100 MB free hard
disk space
- 800x600 @16bpp
(65,536 colors) VGA or better video graphics card
- Mouse
Optional
hardware and software requirements
- USB-based video
camera (Web Cam). A 16bpp (65,536) VGA or better video graphics mode
is required in order to send video. See information about video camera
support.
- Auto Web Push
requires a Web browser: Internet Explorer 5.5 and above or Netscape®
4.77 and above
- Microsoft®
Outlook® 2000 (if you want to use the Microsoft® Outlook®
2000 AddIn or Import Contacts features)
Installing
the Multimedia PC Client software
To install
the Multimedia PC Client, double-click the Multimedia PC Client install
file you downloaded or received on CD.
The installer application
will walk you through the installation process, allowing you to select
options, including:
- the location
of where the Multimedia PC Client should be installed
- whether or not
the Multimedia PC Client should install a desktop icon
- whether or not
the Multimedia PC Client should install the Microsoft® Outlook® COM
AddIn
- whether or not
the Multimedia PC Client starts automatically
- whether or not
you would like to view any important release notes
Launching
the Multimedia PC Client
Double-select
the desktop icon (if present) or select the Nortel Networks PC Client
from the Windows Start Menu to open the Multimedia PC Client application.
The first time you
use the application, you will be presented with a wizard to walk you
through the Multimedia PC Client configuration. Follow the prompts
that appear on your screen.
In the User
Information page, provide your username. This may have been
provided to you by your administrator.
In the Network
Information page, provide (or verify) the IP address and
domain for the default proxy server. This information may be automatically
filled in for you, or may have been provided to you by your administrator.
In the Connection page,
verify that your IP address is shown. Also, select the
connection speed that best matches your network connection speed.
The Audio Test Call page is where you can test your microphone
and speakers to ensure proper audio send and receive levels.
Once the Audio Test
is complete, click Finish to end the configuration
wizard.
Automatically
starting the Multimedia PC Client
The
Multimedia PC Client installation presents the option to have the client
start automatically whenever you logon to your computer. If this option
is not chosen and you would still like to start the client automatically
with Windows®, perform the following steps (dependant on your Windows® configuration):
If you are running
Active Desktop (Windows® 98SE, Windows® Me, Windows® 2000,
Windows® XP)
- Drag-and-drop
the desktop Client icon onto the task bar Start button.
- Place the file
into the Programs Startup program group.
If you are
running Windows® 98 First Edition
Right-click on the Start menu
and select Explore.
- Drag-and-drop
(or copy and paste) the Client icon into the Start Menu/ Programs/Startup
program group folder.
Signing
in to the Multimedia PC Client
- You will be prompted to sign in to the Multimedia PC Client when you launch it. At other times (for example, if you disconnect or lose connection with the server) you may need to manually
sign in.
Tip: If
you chose the option to have the Multimedia PC Client automatically
start-up, and you set your Network preferences to automatically
connect to your proxy server, be sure to select the Remember
my password option so that you won’t have
to type your password during sign in.
- Select Login and
the button beside your default proxy server IP address. The Sign
In window displays with your proxy server’s IP address
and your username.
- Enter your password.
- Click on the Remember
my password check box if you do not want to enter your
password every time you sign in.
- Click the Sign
me in automatically check box if you want the Multimedia
PC Client to automatically sign in.
Note: If
you select both these options (Remember my password and Sign
me in automatically) then you will not be prompted with the Sign
In window again.
- Select your Location. The physical location
you choose appears on the top right of the main GUI and becomes your
default location whenever you log on to the Multimedia PC Client
until you decide to change it again.
Tip: If you are logging in from a different location, ensure that you
change your location from the Sign In window or access the Tools> Preferences > Users tab from the main menu.
- Click Ok.
If you choose Other as your defualt location, the following warning
box appears.
- Select the Don't
show me this message again if you do not want this window to appear
again when you log in to the Multimedia PC Client.
Understanding
the Multimedia PC Client interface
The
following figure shows the main window interface that appears when you
start up the Multimedia PC Client:
Main
menu actions
The
Multimedia PC Client has a very flexible interface and allows the user
to perform commands using the menus, the GUI, or via hot keys. The
following table lists the actions you can perform from the Multimedia
PC Client main menu and their corresponding menu location.
Menu
name |
Menu
action |
Key command |
| Login |
• Login
• Logout
• Change My Status
• Exit |
|
| View |
• Call
Logs
• Directory
• Friends
• Quick Start
• Assitant Console |
• Ctrl+L
• Ctrl+D
• Ctrl+F
• Ctrl+Q
• Ctrl+B |
| Tools |
• Make
Call...
• Send Instant Message...
• Send File...
• Sharing...
• Start
Chat...
• Preferences...
• Show Routes
• Personal Agent |
• Ctrl+M
• Ctrl+N
• Ctrl+S
• Ctrl+G
• Ctrl+H
• Ctrl+P
• Ctrl+R
• Ctrl+A |
| Help |
• Contents
• Show Tip of the Day
• Capture Logs for Support
• About... |
|
Main
buttons
The main interface provides the buttons to access the following features of
the Multimedia PC Client:
| Button |
Description |
 |
Displays
the Quick Start menu in a tear-away Quick Start window
attached to the main GUI. |
 |
Displays the Make A Call window that allows you to make
a call. |
 |
Displays
the Instant Message window that allows you to
address,
compose, and send an instant message. |
 |
Displays
your address book in a tear-away Directory window
attached to the main GUI window. Right-clicking on a directory
entry displays a shortcut menu with actions that can be performed
on the selected entry (for example, call, send file, or send instant
message. |
 |
Displays
your call logs in a tear-away Call Logs window
attached to the main GUI window. Right-clicking on a call log entry
displays a shortcut menu with actions that can be performed on
the selected entry (for example, call, send file, or send instant
message. |
 |
Displays
your Friends in a tear-away Friends Online window
attached to the main GUI window. You can see the presence state
of all your Friends. Right-clicking on a Friend displays a shortcut
menu with actions that can be performed on the selected entry (for
example, call, send file, or send instant message. |
 |
Allows one or more assistants to monitor, transfer,
or route incoming and
outgoing calls for the Assisted user from the Assistant
Console. |
 |
Displays the Retrieve
with ID window to enable you
to retrieve a call from
a general lot when you enter the call park token information. |
 |
Displays
the User Preferences window that allows you to adjust the
Multimedia PC Client settings to suit your needs. |
 |
Displays
the Send File window that allows you to send one
or more files to another user. |
 |
Displays
the Sharing window that allows you to start a
sharing
conversation with another user. The Multimedia PC Client allows you to:
• Send File(s)
• Share a Whiteboard
• Send Web Page(s)
• Transfer Clipboard data |
 |
Launches
your system default web browser application and allows you to access
call screening and routing functions. |
 |
Launches
your system default web browser application and allows you to access
Personal Agent. |
 |
Launches the Chat
Room window that allows you to create
a new chat
room or join an existing chat room. (When service is available) |
Status
buttons
The status buttons display important information as well as providing quick
access to the following features of the Multimedia PC Client:
| Button |
Description |
 |
Connects
or disconnects from the network proxy. Lights up red when you are
not connected to the network proxy. Lights up green when you are
connected to the network proxy. |
 |
Displays any parked or held calls.
Flashes if you have any parked calls or calls on hold. |
 |
Displays
your call logs in a tear-away Call Logs window
attached to the main GUI window. Flashes when you have new calls. |
 |
Activates/Deactivates
local Do Not Disturb (DND). Flashes when DND is active. |
 |
Calls
the voice mail server defined in preferences. Flashes when you
have new messages. |
 |
Displays your video preferences.
Single click to display video preferences. Double click for live
video capture window to see the camera and control it.
Lights up when video is enabled; dims when video is disabled. |
System
tray icon
When started, the Multimedia PC Client places the following icon in the system
tray.
Tip: When
you are not using the Multimedia PC Client you can click the X
in the upper right hand corner to minimize the window. It will
continue to run in the system tray and prompt you when you receive
a call or instant message.
Double-click on
the system tray icon to restore the Multimedia PC
Client and bring it to the front of your desktop.
Right-click on the
system tray icon to access Multimedia PC Client functionality (for
example, Make a Call, Send Instant Message,
and Start Collaboration).
When the Multimedia
PC Client is offline the icon in the system tray changes to red.
Using online
help
There are several ways that you can access Multimedia PC Client help:
- tool tip help
- a small help description that is available when you roll your mouse
over a button on the Multimedia PC Client main interface
- tool tip help
from the system tray icon - roll your mouse over the icon to see
the tool tip help. The Multimedia PC Client displays the most relevant
information in the tip, for example:
— your
presence status
— whether or not there are new calls
— whether or not there are new voice mail messages
- online help -
from the Multimedia PC Client main menu, select Help > Contents to
view a task-based help system. The online help provides:
— help
pages containing forward and backward navigation icons
— procedures that help you use the Multimedia PC Client
— links to all topics
— a table of contents with hypertext links
— an index
|
