IPC IQ/MAX TOUCH User manual

Unigy 4.3
IQ/MAX TOUCH Turret User Guide
Part Number: B02200769, Release: 00
IPC Proprietary
August 26, 2019

© Copyright 2011–2019 IPC Systems, Inc. All Rights Reserved.

Table of Contents
Revision List for Unigy V4.3.........................................................................................................9
Preface ..........................................................................................................................................11
Chapter 1: Introducing IQ/MAX TOUCH................................................................................15
1.1 IQ/MAX TOUCH turret.................................................................................................................................... 15
1.2 Applications....................................................................................................................................................... 16
1.3 IQ/MAX TOUCH basics................................................................................................................................... 16
1.3.1 Touch screen gestures......................................................................................................................... 16
1.3.2 Log in..................................................................................................................................................16
1.3.3 Log off................................................................................................................................................ 17
1.3.4 Change your password from the Login screen................................................................................... 18
1.3.5 Change the user...................................................................................................................................18
1.3.6 Lock and unlock the screen................................................................................................................ 19
1.4 Free seating ....................................................................................................................................................... 19
Chapter 2: IQ/MAX TOUCH User interface............................................................................21
2.1 User interface..................................................................................................................................................... 21
2.2 Navigation bar area............................................................................................................................................ 22
2.3 Application area.................................................................................................................................................23
2.3.1 Views of applications..........................................................................................................................24
2.3.2 Positioning guide................................................................................................................................ 25
2.3.3 Modal dialog.......................................................................................................................................27
2.3.4 Selection mode....................................................................................................................................28
2.3.5 Contextual menu.................................................................................................................................28
2.4 Footer area......................................................................................................................................................... 29
2.4.1 Handset overlay.................................................................................................................................. 30
2.4.2 Call Notification popup...................................................................................................................... 32
2.4.3 User menu popover and User badge...................................................................................................33
2.5 Button icons....................................................................................................................................................... 33
2.6 Master volume................................................................................................................................................... 35
2.7 Soft keyboard.....................................................................................................................................................35
2.8 Dial pad..............................................................................................................................................................35
2.8.1 Dial digits ...........................................................................................................................................36
Chapter 3: Working with applications and features................................................................ 37
3.1 Open an application in full screen view.............................................................................................................37
3.1.1 With an Expansion Module................................................................................................................ 37
3.2 Open an application using the positioning guide...............................................................................................37
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3.3 Add an application from the expanded Navbar................................................................................................. 38
3.4 Close an application...........................................................................................................................................39
3.5 Rearrange applications on the screen.................................................................................................................39
3.6 Multiple copies of applications (clones)............................................................................................................39
3.7 Change the order of items in the Navbar........................................................................................................... 40
3.8 Presence ............................................................................................................................................................ 40
3.9 Access IQ/MAX TOUCH voice mail................................................................................................................ 41
3.10 Snapshots........................................................................................................................................................... 42
3.10.1 Create a snapshot................................................................................................................................ 43
3.10.2 Open a snapshot..................................................................................................................................43
3.10.3 Modify a snapshot...............................................................................................................................44
3.10.4 Rename a snapshot............................................................................................................................. 44
3.10.5 Delete a snapshot................................................................................................................................ 45
Chapter 4: Favorites.................................................................................................................... 47
4.1 Button types....................................................................................................................................................... 48
4.2 Line buttons....................................................................................................................................................... 48
4.2.1 Line status...........................................................................................................................................49
4.2.2 Communication Barrier status messages............................................................................................ 50
4.3 View button status..............................................................................................................................................50
4.4 Add a button in Favorites...................................................................................................................................50
4.4.1 Add a line button................................................................................................................................ 51
4.4.2 Add a speed dial button...................................................................................................................... 52
4.4.3 Add a point of contact button............................................................................................................. 52
4.4.4 Add conference buttons...................................................................................................................... 52
4.4.5 Add a diversion button........................................................................................................................53
4.5 Edit a button.......................................................................................................................................................53
4.6 Duplicate a button..............................................................................................................................................54
4.7 Move or swap a button.......................................................................................................................................54
4.8 Remove a button................................................................................................................................................ 54
4.9 Function buttons................................................................................................................................................ 55
4.9.1 Configure function buttons................................................................................................................. 57
4.10 Batch settings mode........................................................................................................................................... 57
4.10.1 Configure buttons in Batch settings mode..........................................................................................58
4.10.2 Assign button background colors ...................................................................................................... 58
4.11 Rename a Favorites sheet ..................................................................................................................................64
4.12 CLI..................................................................................................................................................................... 64
4.12.1 Calling party name lookup..................................................................................................................66
4.12.2 Get CLI information........................................................................................................................... 66
4.12.3 Toggle CLI display ............................................................................................................................ 67
4.12.4 Suppress outgoing CLI information .................................................................................................. 67
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Chapter 5: Call History............................................................................................................... 69
5.1 Search feature.....................................................................................................................................................70
5.1.1 Search Call History – New Search..................................................................................................... 71
5.1.2 Search Call History from Recent Searches.........................................................................................72
5.2 Browse Call History...........................................................................................................................................73
5.3 Filter Call History.............................................................................................................................................. 74
5.4 Initiate a call from Call History ........................................................................................................................ 75
5.5 View Call History Event details.........................................................................................................................75
5.6 Create a new personal contact............................................................................................................................76
5.7 Update a personal contact from Call History.....................................................................................................76
5.8 Create a Favorites button from Call History......................................................................................................77
5.9 View or edit a Favorites button from Call History............................................................................................ 77
Chapter 6: Activity Monitor....................................................................................................... 79
6.1 Add a fixed or a floating button.........................................................................................................................80
6.2 Move or swap a fixed button............................................................................................................................. 81
6.3 Remove a fixed button.......................................................................................................................................81
Chapter 7: Directory....................................................................................................................83
7.1 Search feature.....................................................................................................................................................84
7.2 Browse contacts and navigate directories.......................................................................................................... 84
7.3 Filter contacts.....................................................................................................................................................85
7.4 Initiate a call from contacts................................................................................................................................85
7.5 View contact details........................................................................................................................................... 86
7.6 Create or remove a Favorites button from Directory.........................................................................................87
7.7 Set or change the preferred point of contact for a personal contact...................................................................87
7.8 Create a new personal contact ...........................................................................................................................88
7.9 Edit a personal contact.......................................................................................................................................88
7.10 Delete a personal contact................................................................................................................................... 89
Chapter 8: Making, answering, and managing calls................................................................ 91
8.1 Line activation .................................................................................................................................................. 91
8.2 Hunt ...................................................................................................................................................................92
8.2.1 Make a line call with automatic line selection....................................................................................92
8.3 Intercom............................................................................................................................................................. 92
8.3.1 Make a point-to-point intercom call................................................................................................... 93
8.4 Intercom group calls ......................................................................................................................................... 95
8.4.1 Make an intercom group call ............................................................................................................. 96
8.4.2 Intercom group answer ...................................................................................................................... 97
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8.4.3 Intercom group talk back ................................................................................................................... 97
8.5 Dial tone.............................................................................................................................................................98
8.5.1 Make a dial tone line call....................................................................................................................98
8.6 Private line......................................................................................................................................................... 99
8.6.1 Make a private line call ......................................................................................................................99
8.7 Call answering ................................................................................................................................................ 100
8.7.1 Answer a line call............................................................................................................................. 100
8.7.2 Answer an intercom call................................................................................................................... 101
8.7.3 Answer a call with voice activity monitor enabled.......................................................................... 101
8.8 Release a call ...................................................................................................................................................102
8.9 Redial............................................................................................................................................................... 102
8.9.1 Redial the last number dialed........................................................................................................... 102
8.10 Active call options........................................................................................................................................... 103
8.10.1 Enable Record on Demand .............................................................................................................. 103
8.10.2 Mute a call........................................................................................................................................ 103
8.10.3 Privacy ............................................................................................................................................. 104
8.10.4 Hold ................................................................................................................................................. 105
8.10.5 Transfer.............................................................................................................................................108
8.10.6 Barge in.............................................................................................................................................108
8.10.7 Call swap.......................................................................................................................................... 109
8.11 Managing calls................................................................................................................................................. 111
8.11.1 Hands-free mode (HFM)...................................................................................................................111
8.11.2 Audible alerts ...................................................................................................................................112
8.11.3 One-button diversion........................................................................................................................ 113
Chapter 9: Multiparty call management................................................................................. 117
9.1 Conferences......................................................................................................................................................117
9.1.1 Make a conference call .................................................................................................................... 117
9.1.2 Unsupervised conferences ............................................................................................................... 118
9.1.3 Conferencing scenarios ....................................................................................................................119
9.2 Duplex conference........................................................................................................................................... 121
9.2.1 Configure conference broadcast....................................................................................................... 122
9.3 Simplex broadcast ...........................................................................................................................................123
9.3.1 Configure simplex broadcast............................................................................................................ 123
9.4 Hoot channels and Open Connexions..............................................................................................................124
Chapter 10: Speakers application ........................................................................................... 127
10.1 Speakers on a hard turret..................................................................................................................................128
10.2 Speaker channel states..................................................................................................................................... 129
10.3 Speaker channel status messages..................................................................................................................... 130
10.4 Use the Speakers application........................................................................................................................... 130
10.4.1 Turn individual speaker channels on or off...................................................................................... 130
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10.4.2 Turn all speaker channels on or off ..................................................................................................131
10.4.3 Talk on a speaker channel ................................................................................................................132
10.4.4 Adjust the volume for speaker channels...........................................................................................134
10.4.5 Mute or unmute a speaker channel .................................................................................................. 135
10.4.6 Send a speaker call to the handset.................................................................................................... 135
10.4.7 Replay speaker audio........................................................................................................................135
10.4.8 View off-screen speaker activity.......................................................................................................137
10.4.9 Speaker solo mode............................................................................................................................137
10.4.10 Spatial audio..................................................................................................................................... 139
10.4.11 Media device for speakers................................................................................................................ 142
10.4.12 Speaker compact view mode............................................................................................................ 144
10.4.13 How call muting controls affect speaker users................................................................................. 146
10.4.14 Blocking tone ...................................................................................................................................147
10.5 Speaker groups.................................................................................................................................................147
10.5.1 Assign speaker channels to a speaker group.....................................................................................147
10.5.2 Remove a speaker channel from a speaker group............................................................................ 148
10.5.3 Set the latch type for speaker groups ...............................................................................................149
10.5.4 Talk on a speaker group ...................................................................................................................150
10.6 Set up speaker channels................................................................................................................................... 150
10.6.1 Speakers directory ........................................................................................................................... 150
10.6.2 Assign or replace a speaker channel from Favorites........................................................................ 153
10.6.3 Assign or replace a speaker channel from an active call.................................................................. 153
10.6.4 Remove a speaker channel assignment.............................................................................................154
Chapter 11: Settings application.............................................................................................. 155
11.1 User Settings.................................................................................................................................................... 156
11.2 Account Info.................................................................................................................................................... 156
11.2.1 Change your password from Account Info.......................................................................................158
11.3 Diversion..........................................................................................................................................................159
11.3.1 Intercom diversion (ICM).................................................................................................................160
11.3.2 Direct Dial Inward (DDI) Diversion.................................................................................................161
11.4 Call Handling...................................................................................................................................................164
11.5 Date & Time.....................................................................................................................................................167
11.6 Device/Volume settings................................................................................................................................... 168
11.7 System Info...................................................................................................................................................... 171
11.8 Speakers........................................................................................................................................................... 173
Chapter 12: International characters on IQ/MAX TOUCH turrets.................................... 175
12.1 Enter Latin-derived characters on the turret.................................................................................................... 175
12.2 Enter Japanese characters on the turret............................................................................................................176
12.3 Enter Chinese characters on the turret............................................................................................................. 176
Index............................................................................................................................................179
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Revision List for Unigy V4.3
Issue (Defect)
193530
•If you change the button background color while th...
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Preface
About this Guide
This guide provides information about using IQ/MAX TOUCH turrets to manage voice
communications. The guide describes IQ/MAX TOUCH features, applications, and call management
tasks.
Copyrights
•IPC, the IPC logo, Alliance MX, IQ/MAX, IQ/MAX TOUCH, MAXaccess, Nexus Suite, Unigy,
Blue Wave, and the Unigy and Blue Wave logos are trademarks of IPC Systems, Inc.
•Microsoft, Windows, Excel, Outlook, Lync, Microsoft OCS, Microsoft Office Communications
Server, Active Directory, and Internet Explorer are trademarks of Microsoft Corporation.
•Oracle, Java, and MySQL are trademarks of Oracle.
•Red Hat, Enterprise Linux, Ansible, and Ansible Tower are registered trademarks of Red Hat, Inc.
•Dell and PowerEdge are trademarks of Dell, Inc.
•Intel and Xeon are trademarks of Intel Corporation in the U.S.
•NICE and the NICE logo are trademarks of NICE Systems Ltd. and/or its subsidiaries.
•Verint is a registered trademark of Verint Systems Inc.
•Radisys is a trademark of Radisys Corporation.
•NetGuardian 832A is a trademark of DPS Telecom.
•ConferenceManager is a trademark of Sonexis Technology Inc.
•Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates.
•Splunk is a registered trademark of Splunk, Inc.
•All other brand and product names used in this document are trademarks or registered trademarks of
their respective owners.
Document Conventions
This topic describes the typographic conventions used in this manual:
•To indicate a user interface item to select or click:
Click Help. The Help dialog box opens.
Style Note: This is a san-serif bold font.
•To indicate a sequence of UI clicks:
Click File ➤ New ➤ Command.
Style Note: This is a san-serif bold font.
•To indicate window, screen, or panel names:
The Help dialog box opens.
Style Note: This is an italicized font.
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•To indicate text to be typed or entered for user input or command names:
Type install at the prompt and press Enter.
Style Note: This is a Fixed-Width Bold font.
Type ls -al at the prompt and press Enter.
Style Note: This is a Fixed-Width Bold font.
•To indicate variables to be typed or entered:
Type yourPassword and press Enter.
Style Note: This is a Fixed-Width Bold Italic font.
•To indicate screen text such as prompts:
At the Enter your password prompt, type your password.
Style Note: This is a Fixed-Width font.
•To indicate file and directory names:
The error.log file is stored in /var/log.
Style Note: This is a Fixed-Width font.
•For references to other documents:
Refer to the Security Administrator Guide.
Style Note: This is an italicized font.
Space Designator
When the user needs to type a space in a command, a single space is used in the command text.
Key Combinations
Many instructions include key combinations where it is necessary to press two keys simultaneously. For
example, when CTRL+C is specified, it means press and hold down the Control key and press C at the
same time.
Note styles
Note
This is a Note and is used to alert you to important information.
Tip
This is a Tip and is used to provide helpful suggestions or hints.
Caution
This is a Caution and is used to alert you to any procedures in which extreme caution must be used.
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Warning
This is a Warning and is used to alert you to dangerous situations or procedures that must be completed
in a specific manner to prevent a dangerous or damaging situation.
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1 Introducing IQ/MAX TOUCH
1.1 IQ/MAX TOUCH turret
The IQ/MAX TOUCH turret, the successor to the IQ/MAX turret, offers traders the latest in high-speed
voice communications technology.
The primary user interface of the IQ/MAX TOUCH turret is a large touch screen area which can display
up to three applications simultaneously. This unit is called the Primary Module. An IQ/MAX TOUCH
turret can be paired with a second unit, an Expansion Module, that increases the total number of
simultaneous applications to six. The Expansion Module is designed and recommended to be positioned
to the left when facing the Primary Module. The user interface allows traders to customize their work
area to meet their needs, while keeping core call and handset management features available at all times.
Figure 1: IQ/MAX TOUCH turret
Turret features and functionality are implemented in applications (apps), which can be started, resized,
rearranged, and closed, as needed by the trader. Each screen of a turret can run one, two, or three apps at
a time. When more than one app is run at a time, they are tiled vertically across the screen. Apps can be
run at full screen, half screen, or third screen sizes.
The apps are managed through intuitive drag and drop gestures, using a Navigation Bar (Navbar), which
is always present on the screen.
The IQ/MAX TOUCH turret provides the following key features and functionality:
•A touch screen user interface.
•Core applications, including Favorites, Directory, Call History, Speakers, and Activity Monitor.
•A Primary Module that can be paired with an Expansion Module to increase the number of running
applications from three to six.
•An external speaker that can be added in addition to the internal speaker on the Primary Module.
•Customizable work area, enabling you to arrange up to three applications per module to suit your
needs. Some applications can have up to three copies (clones) open at once. The customization can be
saved and stored in a Snapshot.
•Speakers application that supports up to 32 channels.
IQ/MAX Sync provides turret users with a Soft Client that can be used to manage a turret from a laptop
or desktop computer.
For detailed information about the Primary Module, the Expansion Module, and other IQ/MAX TOUCH
turret hardware components, see the IQ/MAX TOUCH Turret Hardware Installation Manual.
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1.2 Applications
IQ/MAX TOUCH provides access to features through core applications.
The core applications and their icons are shown below.
Favorites – Displays the button sheet, which can contain up to 600 buttons.
Call History – Displays up to 200 of the most recent call events.
Activity Monitor – Shows fixed and floating buttons on a single page.
Speakers – Enables access to speaker channels.
Directory – Displays contacts from the Enterprise directory and Personal directory.
In addition to the core applications, the Settings application lets you configure various options that
control how the turret functions.
1.3 IQ/MAX TOUCH basics
1.3.1 Touch screen gestures
Touch screen gestures or interactions are used to control the device. Several gestures are supported on
the touch screen.
Touch. Press a finger on a location of the screen.
Tap. Press and release a finger without moving it. The context of the display determines the effect of the
tap.
Drag and drop. Press and hold a finger, move it to another location on the screen, then release it.
Swipe. Similar motion to drag and drop; typically used for scrolling.
Long press. Press a finger on a location of the screen without moving it for a few seconds.
1.3.2 Log in
Log in to the turret.
Prerequisite: Your Unigy administrator has created and configured appropriate user accounts.
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Figure 2: Login screen
1. To log in to the turret as an end user, do one of the following:
•Tap Personal Extension and enter your personal extension.
•Tap Login Name and enter your login name.
2. Tap Password and enter your password.
3. Tap Sign In.
The login credentials are validated. If they are correct, the system initializes and brings up the main
application area. For more information, see Application area on page 23.
If unsuccessful, verify your login credentials and re-enter them.
The password is dependent on the password policy for the system.
Note
Login credentials persist at the turret if this feature has been enabled and configured in the UMS by your
administrator. The next time you attempt to log in, the login screen displays the login name and personal
extension of the last logged in user. The user's password does not persist and must be entered manually.
Note
Do not attempt to log in to a second turret with the same user ID if the first turret has not completed
logging in. The first turret will become non-functional.
1.3.3 Log off
Log off from a turret.
For an illustration of the User badge and User menu popover, see User menu popover and User badge
on page 33.
1. Tap User badge in the Footer.
The User menu popover is displayed.
2. Tap Logout.
You are asked to confirm the log out.
3. At the prompt, tap Logout to proceed with the log out operation.
The login screen is displayed.
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Note
Log off is not permitted if there are active calls on the turret. This does not include speaker calls; the
turret will log off with active speaker calls.
1.3.4 Change your password from the Login screen
Use this procedure to change your password from the Login screen.
Your ability to change your password is controlled by the following factors:
•If your user account is configured to use a Microsoft Active Directory server for user authentication,
you cannot change your password from the login screen. Contact your Security Administrator for
assistance.
•If your user account is authenticated by Unigy and you or an administrator changed your password
recently, you might have to wait for the minimum password age period specified in the authentication
policy to expire before you can change the password again. The default for this threshold is ten days,
however, the System Administrator might have configured this for a longer time period. If you see the
message The password change failed. The password has been changed too
recently., contact your Security Administrator or Unigy administrator for details on when you
can change the password.
•If an administrator resets your password from the Unigy Management System and requires that you
change the password the next time you log in, the system displays the message Please change
password. when you attempt to log in. When you see this message, it is not necessary to wait until
the minimum password age expires before you change the password.
•If the maximum password age period specified in the authentication policy expires, you must change
your password. If a password expiration warning is configured, the system displays a message that
instructs you to change the password within the specified time period. If a warning is not configured,
the system instructs you to change the password, which you should do before you attempt to log in.
You can change your password from the Login screen or from the Account Info option within the
Settings application. For information on changing your password from Account Info, refer to Change
your password from Account Info on page 158.
For your security, asterisks are displayed as you type the password values instead of the actual
characters.
1. Access the Login screen.
2. Tap Change Password.
3. If your personal extension is not displayed in the PERSONAL EXTENSION field, tap the field then
type your personal extension.
4. Tap the PASSWORD field and type your current password.
5. Tap the NEW PASSWORD field and type your new password.
6. Tap the CONFIRM NEW PASSWORD field and retype the new password.
7. Tap Change Password.
1.3.5 Change the user
The login screen displays the login name and personal extension of the last logged in user, if this feature
has been enabled and configured in the UMS by your administrator. You can change this user and log a
new user in to the turret.
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Figure 3: Login screen with Change User
1. At the login screen, tap Change User.
2. Tap Personal Extension and type your personal extension at the prompt, or tap Login Name and
type your login name at the prompt.
3. Tap Password and type your password.
4. Tap Sign In.
Note
If you are already logged on to another device, you are asked to confirm the force login operation.
Once confirmed, you are logged off the old device and on to the new device.
1.3.6 Lock and unlock the screen
After you are logged in, you can lock the screen of your device to prevent unauthorized use, and unlock
the screen to resume trading.
For an illustration of the User badge and User menu popover, see User menu popover and User badge
on page 33.
Note
If an administrator logs you on through the UMS, the system prevents you from locking the turret.
1. Tap User badge in the Footer.
The User menu popover is displayed.
2. Tap Lock Device.
A confirmation dialog is displayed.
3. Tap Lock to confirm the lock device operation.
The device is locked and must be unlocked before use.
4. To unlock the device, type your password in the Password field then tap Unlock.
The device is unlocked.
1.4 Free seating
Free seating is the ability for an end user to log in to any turret within a Unigy enterprise and get the
same user profile as on the user's own turret. User preferences, controls, directories, and communication
history are available to an end user from any turret.
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Note
Free seating is supported only within the Unigy enterprise; an end user cannot free seat from Unigy to
Alliance MX, or from Alliance MX to Unigy.
IQ/MAX Sync users need access to both IQ/MAX Sync and a turret.
Free seating and Expansion Module
When an end user free seats from one IQ/MAX TOUCH to another, the device intelligently adapts if that
turret’s configuration is different from the original configuration. When the original configuration
involves an Expansion Module and the other device is only configured with a Primary Module, the
IQ/MAX TOUCH user may need to alter the view in order to see the applications that were previously
available in the Application area of the Expansion Module.
Free seating and Snapshots
When free seating from a single screen IQ/MAX TOUCH (Primary Module) to a dual screen IQ/MAX
TOUCH (with Expansion Module), the snapshots are automatically reformatted to work on the new
device.
•Free seating from single screen to dual screen: Activating a snapshot saved on a single screen
IQ/MAX TOUCH populates the Primary Module screen, leaving the Expansion Module screen blank.
•Free seating from dual screen to single screen: Activating a snapshot saved on a dual screen
IQ/MAX TOUCH populates only the Primary Module screen. Applications saved in the snapshot to
be run on the Expansion Module are ignored. Saving this snapshot overwrites it with the single screen
version. Activating the snapshot again on a dual screen IQ/MAX TOUCH device leaves the
Expansion Module screen blank.
Free seating and Speakers application
Be aware of the following free seating considerations for the Speakers application on IQ/MAX TOUCH:
•If the default destination for the replay audio feature is the external speaker, and the end user free
seats to another IQ/MAX TOUCH turret that does not have an external speaker, the audio replay is
sent to the primary speaker.
•If the end user free seats to another device (not IQ/MAX TOUCH), the destination for the audio
replay is defined by the configuration for that device.
Free seating and Activity Monitor application
When IQ/MAX and IQ/MAX Edge users free seat to IQ/MAX TOUCH, the fixed buttons that are
displayed in the Activity Monitor application on the IQ/MAX TOUCH are not the same as the fixed
buttons displayed on the other turrets, because configuration of fixed buttons is done differently on the
IQ/MAX TOUCH.
Free seating and Settings application
The date format of DD-MMM-YY is supported on IQ/MAX TOUCH only. When free seating to another
device, this date format is shown as DD-MM-YY.
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