NEC Univerge SV8100 User guide

DESKTOP APPLICATIONS
Issue 1.0 September 2008

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Table of Contents
Chapter 1 Introduction to Desktop Applications
Section 1 Introduction...................................................................................1-1
Section 2 Overview........................................................................................1-1
Section 3 Installation Considerations .........................................................1-2
3.1 Standalone Configuration ....................................................................... 1-2
3.2 Standalone with 3rd-Party Shared Services ........................................... 1-2
3.3 O&M (Operation and Maintenance) ........................................................ 1-3
3.4 Remote Connections .............................................................................. 1-3
Section 4 System Requirements..................................................................1-5
4.1 Minimum PC Requirements .................................................................... 1-5
4.2 Supported Operating Systems ............................................................... 1-5
Chapter 2 Installation
Section 1 Installation Steps..........................................................................2-2
Section 2 SV8100 Desktop Applications System Programming.............2-27
Section 3 Configuration Wizard .................................................................2-30
3.1 Configuration Startup ............................................................................ 2-30
3.2 Configuration Wizard, Screen 1 ............................................................ 2-31
3.3 Configuration Wizard, Screen 2 ............................................................ 2-33
3.4 Configuration Wizard, Screen 3 ............................................................ 2-35

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Chapter 3 Desktop Application Startup
Section 1 Full Window Mode ........................................................................3-2
1.1 Title Bar and Main Menu ........................................................................ 3-3
1.2 Function Toolbar .................................................................................... 3-4
1.3 Active Call List ........................................................................................ 3-5
1.3.1 Active Call List Format ........................................................................... 3-5
1.3.2 Active Call List Operations .................................................................... 3-6
1.4 BLF/DSS Area ........................................................................................ 3-6
1.4.1 BLF/DSS Tabs ....................................................................................... 3-7
1.4.1.1 BLF/DSS Programming .......................................................... 3-7
1.4.1.2 BLF Button Design .................................................................. 3-7
1.4.1.3 BLF/DSS Layout ..................................................................... 3-7
1.4.1.4 BLF/DSS Operations .............................................................. 3-8
1.4.1.5 Trunks Tab ............................................................................ 3-10
1.4.1.6 Speed Dial Tab ..................................................................... 3-10
Section 2 Toolbar Mode ..............................................................................3-10
2.1 Dial String Field .................................................................................... 3-11
2.2 Call Status Area ................................................................................... 3-11
2.3 Dial/Hangup Button .............................................................................. 3-12
2.4 Speed Dial List ..................................................................................... 3-12
2.5 File Button ............................................................................................ 3-13
2.6 Hold Button ........................................................................................... 3-14
2.7 Function Toolbar .................................................................................. 3-14
Section 3 Compact Phone Mode................................................................3-16
3.1 Closed Phone Mode ............................................................................. 3-16
3.2 Open Phone – Dial View ...................................................................... 3-18

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3.3 Open Phone – Directory View .............................................................. 3-20
3.4 Open Phone – Menu View .................................................................... 3-22
3.5 Open Phone – Call Log View ............................................................... 3-24
3.6 Compact Phone Video Call .................................................................. 3-25
Section 4 Emulation Phone Mode..............................................................3-26
4.1 Emulation Phone Base Module ............................................................ 3-27
4.2 Emulation Phone Add-On Module ........................................................ 3-28
4.3 Emulation Phone DSS Module ............................................................. 3-29
Chapter 4 Toolbar Functions
Section 1 Toolbar Functions ........................................................................4-1
1.1 Answer .................................................................................................... 4-2
1.2 Hold ........................................................................................................ 4-2
1.3 Transfer .................................................................................................. 4-2
1.3.1 Transfer Call – Start ...............................................................................4-3
1.3.2 Transfer Call – Blind ..............................................................................4-3
1.3.3 Transfer Call – Cancel ...........................................................................4-3
1.4 Hang Up ................................................................................................. 4-3
1.5 Dial ......................................................................................................... 4-4
1.5.1 Dial – Start .............................................................................................4-4
1.5.2 Dial – Cancel .........................................................................................4-4
1.6 Conference ............................................................................................. 4-5
1.6.1 Conference Call – Start .........................................................................4-5
1.6.2 Conference Call – Cancel ......................................................................4-6
1.7 Record .................................................................................................... 4-6
1.8 Page ....................................................................................................... 4-7

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1.9 Park ........................................................................................................ 4-8
1.10 Unpark .................................................................................................... 4-8
1.11 Night Mode ............................................................................................. 4-9
1.12 Barge In ................................................................................................ 4-10
1.13 Directed Call Pickup ............................................................................. 4-11
1.14 Group Call Pickup ................................................................................ 4-11
1.15 Pickup Other Group .............................................................................. 4-12
1.16 Last Number Redial .............................................................................. 4-12
1.17 Voice Over ............................................................................................ 4-12
1.18 Call Redirect ......................................................................................... 4-13
1.19 Call Forward ......................................................................................... 4-13
1.20 Do Not Disturb (DND) ........................................................................... 4-14
1.21 Custom Message ................................................................................. 4-15
1.22 Background Music ................................................................................ 4-16
1.23 Auto Callback ....................................................................................... 4-16
1.24 Video .................................................................................................... 4-17
1.24.1 Show Video ......................................................................................... 4-17
1.24.2 Hide Video ........................................................................................... 4-17
1.24.3 Pause Video ........................................................................................ 4-18
1.24.4 Send Video .......................................................................................... 4-18
1.24.5 End Video ............................................................................................ 4-18
1.24.6 Add Member ........................................................................................ 4-18
1.24.7 Resize Video ....................................................................................... 4-19
1.25 Whiteboard ........................................................................................... 4-19
1.26 Application Sharing .............................................................................. 4-21
1.27 Chat ...................................................................................................... 4-23
1.28 FTP ....................................................................................................... 4-25

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1.29 Switch Login Mode ............................................................................... 4-27
1.30 Add Note ............................................................................................... 4-27
Section 2 Directory View.............................................................................4-28
2.1 Opening the Directory View .................................................................. 4-28
2.1.1 Title Bar and Main Menu ......................................................................4-29
2.1.2 Function Toolbar ..................................................................................4-30
2.1.3 Search Area .........................................................................................4-32
2.1.4 Table Viewer ........................................................................................4-32
2.2 Company Directory ............................................................................... 4-34
2.2.1 Adding a new entry to the Directory .....................................................4-34
2.2.2 Modifying an entry in the Directory ......................................................4-36
2.2.3 Deleting an entry from the Directory ....................................................4-36
2.2.4 Printing the Directory ...........................................................................4-37
2.3 Contacts/Personal Lists ........................................................................ 4-37
2.3.1 Adding a new entry to the Contacts/Personal List ...............................4-37
2.3.2 Modifying an entry in the Contacts/Personal List .................................4-38
2.3.3 Deleting an entry from the Contacts/Personal List ..............................4-38
2.3.4 Printing the Directory ...........................................................................4-39
Section 3 Call Log View ..............................................................................4-39
3.1 Opening the Call Log ............................................................................ 4-39
3.1.1 Title Bar and Main Menu ......................................................................4-40
3.1.2 Filter Toolbar ........................................................................................4-41
3.1.3 Record Viewer .....................................................................................4-41
3.2 Playing Back a Recorded Telephone Conversation ............................. 4-42
3.3 Deleting a Record from the Call Log .................................................... 4-43
3.4 Printing the Call Log ............................................................................. 4-43

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3.5 Archiving the Call Log .......................................................................... 4-43
Chapter 5 Application Level Configuration
Section 1 Preferences Menu.........................................................................5-1
Section 2 Preferences – General..................................................................5-2
Section 3 Preferences – BLF/DSS................................................................5-4
Section 4 Preferences – Recording .............................................................5-6
Section 5 Preferences – Personal Greeting ................................................5-7
Section 6 Preferences – Playback ...............................................................5-9
Section 7 Preferences – Tool Buttons....................................................... 5-11
Section 8 Preferences – Active Call List ................................................... 5-12
Section 9 Preferences – Screen Pop .........................................................5-14
Section 10 Preferences – Shortcuts ............................................................5-16
Section 11 Preferences – Dialing Rules ......................................................5-18
Section 12 Preferences – Telephony Settings............................................ 5-20
Section 13 Preferences – Voice Mail ........................................................... 5-22
Section 14 Preferences – Trunk Settings....................................................5-23
Section 15 Preferences – Video Settings .................................................... 5-25
Section 16 Preferences – Phone Image.......................................................5-27

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Chapter 6 3rd-Party Services
Section 1 Installation.....................................................................................6-1
1.1 Configuration .......................................................................................... 6-2
1.2 Activation ................................................................................................ 6-3
Section 2 Shared Directory...........................................................................6-4
Section 3 Shared Contact List......................................................................6-4
Section 4 Centralised BLF Monitoring ........................................................6-4
Section 5 Common Trunk Labeling .............................................................6-4
Section 6 Quick Messaging ..........................................................................6-4
6.1 Sending and Receiving Quick Messages ............................................... 6-5
6.2 Tracking Quick Messages ...................................................................... 6-7
6.3 Configuring Quick Messages .................................................................. 6-8
Section 7 Phone Messaging .........................................................................6-9
7.1 Sending and Receiving Phone Messages .............................................. 6-9
7.2 Tracking Phone Messages ................................................................... 6-10
7.3 Configuring Phone Messages .............................................................. 6-10
Chapter 7 Desktop Registration and Soft Phone Override
Section 1 Registration Types .......................................................................7-1
Section 2 Service Conditions .......................................................................7-3
Appendix A Features by License Level

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List of Figures
Figure 1-1 Desktop Connections .................................................................................................1-4
Figure 2-1 NEC Applications Installation Window ....................................................................... 2-2
Figure 2-2 Install or Uninstall Options .......................................................................................... 2-3
Figure 2-3 Application Selection to Install or Remove ................................................................. 2-4
Figure 2-4 IP Address for CPU Connection Settings ...................................................................2-5
Figure 2-5 Confirm Actions Window ............................................................................................2-6
Figure 2-6 Accept License Agreement ........................................................................................ 2-7
Figure 2-7 NEC Desktop Suite Setup Wizard .............................................................................. 2-8
Figure 2-8 Select Installation Folder ............................................................................................ 2-9
Figure 2-9 Confirm Installation ................................................................................................... 2-10
Figure 2-10 NEC Infrontia Telephony Driver (3rd) Setup ............................................................ 2-11
Figure 2-11 Telephony Driver (3rd) Setup - Destination Location ...............................................2-12
Figure 2-12 Telephony Driver (3rd) Setup - TCP/IP Connection Setting ..................................... 2-13
Figure 2-13 Telephony Driver (3rd) Setup - Registration Window ............................................... 2-14
Figure 2-14 Telephony Driver (3rd) Setup - Operation Mode Setting .......................................... 2-15
Figure 2-15 Telephony Driver (3rd) Setup - Start Copying Files .................................................2-16
Figure 2-16 NEC Telephony Service Setup Wizard ....................................................................2-17
Figure 2-17 Telephony Service - Select Installation Folder ......................................................... 2-18
Figure 2-18 Telephony Service - Confirm Installation Start ......................................................... 2-19
Figure 2-19 Telephony Service - Installation Complete ............................................................... 2-20
Figure 2-20 Quick Message Client - Setup Wizard ...................................................................... 2-21
Figure 2-21 Quick Message Client - Install Folder ....................................................................... 2-22
Figure 2-22 Confirm Quick Message Client Installation ............................................................... 2-23
Figure 2-23 Quick Message Client - Install Complete .................................................................2-24
Figure 2-24 NEC Installer Summary ............................................................................................ 2-25
Figure 2-25 Installation Complete ................................................................................................ 2-26
Figure 2-26 Configuration Wizard, Screen 1 ............................................................................... 2-31

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Figure 2-27 Configuration Wizard, Screen 2 ............................................................................... 2-33
Figure 2-28 Configuration Wizard, Screen 3 ............................................................................... 2-35
Figure 3-1 Full Window Mode Screen ......................................................................................... 3-2
Figure 3-2 Toolbar ..................................................................................................................... 3-10
Figure 3-3 Closed Phone Image Screen ................................................................................... 3-16
Figure 3-4 Open Phone – Dial View .......................................................................................... 3-18
Figure 3-5 Open Phone – Directory View .................................................................................. 3-20
Figure 3-6 Open Phone – Menu View ....................................................................................... 3-22
Figure 3-7 Open Phone – Call Log View ................................................................................... 3-24
Figure 3-8 Compact Phone Video Call ...................................................................................... 3-25
Figure 3-9 Emulation Phone Base Module ................................................................................ 3-27
Figure 3-10 Emulation Phone Add-On Module ............................................................................ 3-28
Figure 3-11 Emulation Phone DSS Module ................................................................................. 3-29
Figure 4-1 Transfer Call Screen .................................................................................................. 4-2
Figure 4-2 Transfer Call – Start ................................................................................................... 4-3
Figure 4-3 Dial Screen ................................................................................................................. 4-4
Figure 4-4 Conference Call Screen ............................................................................................. 4-5
Figure 4-5 Conference Call Start Screen .................................................................................... 4-5
Figure 4-6 Page Screen .............................................................................................................. 4-7
Figure 4-7 Park Call Screen ........................................................................................................ 4-8
Figure 4-8 Unpark Call Screen .................................................................................................... 4-8
Figure 4-9 Night Mode Screen ....................................................................................................4-9
Figure 4-10 Barge In Screen ....................................................................................................... 4-10
Figure 4-11 Directed Call Pickup Screen .................................................................................... 4-11
Figure 4-12 Last Number Redial Screen ..................................................................................... 4-12
Figure 4-13 Call Forward Screen ................................................................................................ 4-13
Figure 4-14 Do Not Disturb Screen ............................................................................................. 4-14
Figure 4-15 Custom Message Screen ......................................................................................... 4-15
Figure 4-16 Video Screen ............................................................................................................ 4-17
Figure 4-17 Add Member Screen ................................................................................................ 4-18

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Figure 4-18 Choose Party Screen ............................................................................................... 4-19
Figure 4-19 Whiteboard Screen ...................................................................................................4-20
Figure 4-20 Application Dialog Screen ........................................................................................ 4-21
Figure 4-21 Sharing Screen ......................................................................................................... 4-22
Figure 4-22 Chat Dialog Screen ..................................................................................................4-23
Figure 4-23 Participant’s Chat Screen .........................................................................................4-24
Figure 4-24 FTP Dialog Box ........................................................................................................ 4-25
Figure 4-25 FTP File Selector Screen ......................................................................................... 4-26
Figure 4-26 Add Note Screen ...................................................................................................... 4-27
Figure 4-27 Directory View Screen ..............................................................................................4-28
Figure 4-28 Select Visible Columns Screen ................................................................................4-33
Figure 4-29 Directory Maintenance Screen .................................................................................4-34
Figure 4-30 Departments Screen ................................................................................................4-35
Figure 4-31 Contacts/Personal List .............................................................................................4-37
Figure 4-32 Call Log Screen ........................................................................................................ 4-40
Figure 4-33 Visible Columns Menu .............................................................................................. 4-42
Figure 4-34 Telephone Conversation Playback Screen .............................................................. 4-42
Figure 4-35 Call Log Archive Screen ........................................................................................... 4-44
Figure 5-1 Preferences Menu ...................................................................................................... 5-1
Figure 5-2 Preferences – General Menu ..................................................................................... 5-2
Figure 5-3 Preferences – BLF/DSS Menu ................................................................................... 5-4
Figure 5-4 Preferences – Recording Menu ..................................................................................5-6
Figure 5-5 Preferences – Personal Greeting Menu .....................................................................5-7
Figure 5-6 Preferences – Playback Menu ...................................................................................5-9
Figure 5-7 Preferences – Tool Buttons Menu ............................................................................ 5-11
Figure 5-8 Preferences – Active Call List Menu ........................................................................ 5-12
Figure 5-9 Preferences – Screen Pop Menu ............................................................................. 5-14
Figure 5-10 Preferences – Shortcuts Menu ................................................................................. 5-16
Figure 5-11 Preferences – Dialing Rules .....................................................................................5-18
Figure 5-12 Preferences – Telephony Settings Menu .................................................................5-20

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Figure 5-13 Preferences – Voice Mail Menu ............................................................................... 5-22
Figure 5-14 Preferences – Trunk Settings Menu ......................................................................... 5-23
Figure 5-15 Preferences – Video Settings Menu ......................................................................... 5-25
Figure 5-16 Preferences – Phone Image Menu .......................................................................... 5-27
Figure 6-1 Shared Services Configuration Utility ......................................................................... 6-2
Figure 6-2 Configuration Wizard – Shared Services Option ........................................................ 6-3
Figure 6-3 Shared Services – Quick Message ............................................................................ 6-5
Figure 6-4 Quick Message Example ........................................................................................... 6-6
Figure 6-5 Quick Messages Tracking – Active Call Area ............................................................ 6-7
Figure 6-6 Preferences – Quick Message ................................................................................... 6-8
Figure 6-7 Phone Message Menu ............................................................................................... 6-9
Figure 6-8 Preferences – Configuring Phone Messages ........................................................... 6-11

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Chapter 1 Introduction to Desktop Applications
SECTION 1 INTRODUCTION
This document describes the operation and functionality of the SV8100 Desktop
Applications.
SECTION 2 OVERVIEW
The SV8100 Desktop Applications is a new suite of software that combines the
telephony functionality of three standard products:
SP310 (IP Soft Phone)
PC Assistant
PC Attendant
Through licensing control and user selection, the application can be tailored to meet
the needs of a variety of end users. Three additional utilities are provided as part of
the desktop application suite:
Configuration Wizard – Steps the user through the process of providing the
settings that are required to start the desktop application.
Video Test Tool – Helps verify that the SP310 can communicate with and utilize
the video camera connected to the PC.

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SECTION 3 INSTALLATION CONSIDERATIONS
The Desktop Applications can be installed in two different configurations, standalone
or standalone with the 3rd-Party Shared Services.
3.1 Standalone Configuration
In the standalone configuration, any DSS/BLFs that need to appear in the
Desktop Applications must be programmed on a physical button on the
terminal or a DSS console attached to the terminal. If a Soft Phone extension
is used, the DSS/BLF must be programmed on a button on the Soft Phone
extension or DSS console assigned to the Soft Phone extension. In addition,
each Desktop Application user must maintain their own directory. The
standalone configuration is limited to 120 DSS/BLFs.
In the standalone configuration, each PC with the Desktop Applications has its
own 1st-Party CTI connection to the SV8100. The Desktop Applications
communicates to the SV8100 via the LAN on the TCP port defined for the
1st-Party CTI connection in Program 10-20-01. The 1st-Party CTI connection
is device 9 in 10-20-01 and the recommended port is 8282.
3.2 Standalone with 3rd-Party Shared Services
In the standalone with 3rd-Party Shared Services configuration, the desktop
application can view DSS/BLF information for all stations and trunks in the
system. The DSS/BLF status is provided to the Desktop Application from the
3rd-Party Shared Services. All call control is still done via the 1st-Party
connection. The 3rd-Party Shared Services is also required for Phone
Message, Quick Message, and a Shared Central Directory. Users do not have
to maintain their own directory with 3rd-Party Shared Services. The Shared
Central Directory is viewed by all users, and any changes made by one user
will be seen by the other users.
In the standalone with 3rd-Party Shared Services configuration, each PC with
the Desktop Applications still has its own 1st-Party CTI connection to the
SV8100 as described in the Standalone section. In addition, there is a PC with
the 3rd-Party Shared Services installed. This can be on a machine that also
has the Desktop Application or a dedicated machine. There is a drawback to
having the 3rd-Party Shared Services on a users PC that is using the Desktop
Application. If that user shuts down their machine, all other Desktop
Applications that are using 3rd-Party Shared Services will lose the 3rd-Party
connection. When this happens, the other users will receive an error. The
Desktop will still work for call control, but the Shared Central Directory, Phone
Message, and Quick Message features will not be accessible.
The PC with 3rd-Party Shared Services communicates to the SV8100 via the
LAN on the TCP port defined for the 3rd-Party CTI connection in Program 10-
20-01. The 3rd-Party CTI connection is device 1 in 10-20-01 and the

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recommended port is 8181. The PCs with the Desktop Application then have
second connection. This additional connection is to the PC that has the 3rd-
Party Shared Services. The Desktop Application communicates to the 3rd-
Party Shared Services PC via the LAN on TCP port 8888. This port can be
changed but must be changed in the 3rd-Party Shared Services and in the
Desktop Configuration Wizard.
3.3 O&M (Operation and Maintenance)
In either configuration, the Desktop Application can have a second connection
to the SV8100 for O&M (Operation and Maintenance). O&M allows the
Desktop Application to synchronize with the SV8100 when new buttons are
added to the extension the Desktop is controlling, and synchronize feature
access codes when they have been changed in the SV8100. The Desktop
Application communicates to the SV8100 for O&M information on the TCP
port defined for O&M in Program 10-20-01. The O&M connection is device 11
in 10-20-01 and the recommended port is 8010.
Refer to Figure 1-1 Desktop Connections on page 1-4 for a diagram of the
connections for the standalone, standalone with 3rd-Party Shared Services
and O&M configurations.
3.4 Remote Connections
In the first release of Univerge SV8100, Network Address Translation (NAT) is
not supported. Because of this, any IP multiline terminal or Desktop
Applications must appear to be on the same network as the SV8100 VoIP
Interface (IPLA). For remote Desktop Applications, such as SP310 Soft
Phone, this can be achieved using a VPN connection to the network where
SV8100 resides.

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Figure 1-1 Desktop Connections

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SECTION 4 SYSTEM REQUIREMENTS
The minimum recommended PC requirements and the supported operation systems
are described in this section.
4.1 Minimum PC Requirements
The minimum recommended PC requirements for running the desktop
application are as follows:
PC Class: Pentium 3
Processor Speed: 1GHz
RAM: 512MB Minimum, 1GB Recommended
Display: Super VGA (800 x 600) or higher
Available Disk Space: 50MB
CD-ROM Drive
Network Adapter
Sound Card
Video Camera (optional)
Microphone/Headset/USB Handset (optional)
Speakers (optional)
ADA-L is required for Recording/Personal Greeting with deskset
4.2 Supported Operating Systems
The desktop application is supported on the following operation systems:
Windows 2000, SP3
Windows XP, SP2
Windows Vista

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