Nortel Softphone 2050 User manual

Nortel Communication Server 1000
IP Softphone 2050
User Guide

Revision history
3
Revision history
August 2005
Standard 2.00. This document is up-issued to support Nortel
Communication Server 1000 4.5.
March 2005
Standard 1.00. This is the first issue of the document after
removing MVC 2050.

Revision history
4

Contents
5
Contents
IP Softphone 2050 overview . . . . . . . . . . . . . . . . . . . . . . . . . 9
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Main parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
IP Softphone 2050 Call Control window . . . . . . . . . . . . . . . 12
Standard Call Control window . . . . . . . . . . . . . . . . . . . . . . . . 13
Enhanced Call Control window . . . . . . . . . . . . . . . . . . . . . . . . 14
Call Control window elements and functions . . . . . . . . . . . . . 16
Hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Personal Directory, Redial List, and Callers List . . . . . . . . . . 21
System Tray icon and menu . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Installing and setting up the IP Softphone 2050 . . . . . . . . 23
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Installing the IP Softphone 2050 . . . . . . . . . . . . . . . . . . . . . . . 24
Installing the USB Headset Kit . . . . . . . . . . . . . . . . . . . . . . . . 24
Managing contacts with the IP Softphone 2050 . . . . . . . . 25
Adding contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Editing contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Deleting contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Finding contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Filtering a directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Dialing from the Local Directory . . . . . . . . . . . . . . . . . . . . . . . 30
Dialing from the Personal Directory . . . . . . . . . . . . . . . . . . . . 31
Dialing from the Redial List . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Dialing from the Callers List . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Contents
6
Adding a group to the Shortcut Bar . . . . . . . . . . . . . . . . . . . . 32
Using the Properties dialog box . . . . . . . . . . . . . . . . . . . . . . . 33
Managing IP Softphone 2050 calls . . . . . . . . . . . . . . . . . . . 36
Making telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Answering telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Holding and retrieving telephone calls . . . . . . . . . . . . . . . . . . 37
Hanging up telephone calls . . . . . . . . . . . . . . . . . . . . . . . . . . 37
IP Softphone 2050 USB Headset Adapter . . . . . . . . . . . . . 38
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Answering calls with the USB Headset Adapter . . . . . . . . . . . 40
Hanging up calls with the USB Headset Adapter . . . . . . . . . . 40
Adjusting the volume with the USB Headset Adapter . . . . . . 40
Muting a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Using the i2050 Smart Functions menu . . . . . . . . . . . . . . . . . 41
Customizing the i2050 Smart Functions menu . . . . . . . . . . . . 42
Custom Functions for i2050 Smart Functions menu . . . . . . . 43
IP Softphone 2050 macros . . . . . . . . . . . . . . . . . . . . . . . . . . 45
About macros with the IP Softphone 2050 . . . . . . . . . . . . . . . 45
Recording a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Deleting a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Playing a macro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
IP Softphone 2050 menu commands . . . . . . . . . . . . . . . . . 47
Enhanced Call Control window menu . . . . . . . . . . . . . . . . . . . 47
Standard Call Control window menu . . . . . . . . . . . . . . . . . . . 48
View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Macro menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Help menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Contents
7
Troubleshooting the IP Softphone 2050 . . . . . . . . . . . . . . . 50
Application interoperability issues . . . . . . . . . . . . . . . . . . . . . 50
Connectivity problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Audio problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Reset conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
USB Headset problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Directory problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Personal Directory, Redial List, and Callers List . . . . . . . . 60

Contents
8

IP Softphone 2050 overview
9
IP Softphone 2050 overview
The IP Softphone 2050 turns your computer into a telephone. To make a
call, you dial with your keyboard or mouse. To answer a call, you simply
click a button. Instead of holding a telephone receiver to hear and speak
to callers, you wear a headset.
Designed to work with IP-based phone systems, the IP Softphone 2050
provides Voice Over IP (VoIP) services using a telephony server and your
company’s Local Area Network (LAN).
The server that supports your IP Softphone 2050 determines what
features you can access. For example, Call Conference, Call Transfer,
and Call Forward.
Features
The IP Softphone 2050 supports the following features:
• 12 programmable feature keys: 6 Programmable Line
(DN)/Feature Keys (self-labeled) and six lines/features accessed by
pressing the shift key
• 4 soft keys (self-labeled) that provide access to a maximum of 10
features
• multi-field display
• directory capabilities that are stored locally on your PC or linked to
external directories such as LDAP, Microsoft Outlook, and ACT!
contact management software
• Personal Directory, Redial List, Callers List, and Password
Administration, stored on the application server for systems running
CS 1000 Release 4.5 software
• one-click direct dialing from various windows and applications
• 6 specialized fixed keys:
— DN/Feature Tray selection
— Directory

IP Softphone 2050 overview
10
— Inbox (Message)
—Shift
— Services
— Expand to PC
• dedicated call processing keys:
—Hold
— Goodbye
—Answer
—Volume
—Mute
—Navigation
— Message waiting
• user-selectable ringer that enables the PC speakers or the headset to
ring for incoming calls
• macro functions for programming lengthy dialing patterns
Main parts
The IP Softphone 2050 consists of four main parts:
• “The Call Control window” on page 10
• “The Local Directory window” on page 11
• “The i2050srv application” on page 11
• “The System Tray icon and menu” on page 11
The Call Control window
The IP Softphone 2050 Call Control window displays the line keys,
feature buttons, and call display. Use this window to make and manage
your telephone calls. You also use this window to access your Network
Directory (if one is available), the Personal Directory, Redial List, and
Callers List features which include Application Server Administration and
Password Administration, and your Local Directory. For more information

IP Softphone 2050 overview
11
on the Call Control window see “IP Softphone 2050 Call Control window”
on page 12.
The Local Directory window
This window enables you to create, manage, and use a telephone
directory stored on your computer.
The i2050srv application
The i2050srv application is the software on your computer that enables
the IP Softphone 2050 to communicate with the communication server
you are connected to. This application is launched when you start your
computer, but remains “hidden” in the background. To verify that it is
running, open the Windows Task Manager.
The System Tray icon and menu
You can right-click the Softphone icon, located in the System Tray, to
make and manage calls.

IP Softphone 2050 Call Control window
12
IP Softphone 2050
Call Control window
The IP Softphone 2050 has two Call Control windows: Standard and
Enhanced. Both windows contain common elements that provide access
to the IP Softphone 2050 features.
Note: The Enhanced Call Control window is the default when you
start the IP Softphone 2050 for the first time. You can modify the
settings so that the Standard Call Control window appears on startup
instead.
To open the IP Softphone 2050 Call Control window:
1. From your Desktop PC, click Start.
2. Select Programs.
3. Select Nortel Networks IP Softphone 2050.
To open the IP Softphone 2050 Standard Call Control window from the
Enhanced Call Control window:
1. Click File.
2. Click Select Skin.
3. Click Standard.
To access the Enhanced Call Control window from the Standard Call
Control window:
1. Click Application Menu.
2. Click Select Skin.
3. Click Enhanced.

IP Softphone 2050 Call Control window
13
Standard Call Control window
The Standard Call Control window (shown in Figure 1) includes the
standard features that enable you to make and manage telephone calls.
The elements of the Standard Call Control window are described in
Table 1 on page 16.
Figure 1: Standard Call Control window
Application
Inbox
Outbox
Directory
Soft keys
Answer/
Handsfree
Hold
Goodbye
Dialpad
Message
Waiting
Indicator
Quit
Copy
Open
Services
Primary
Display
Navigation
arrows
Volume
buttons
Mute
button
Line keys
/
Messages
/
Shift

IP Softphone 2050 Call Control window
14
Enhanced Call Control window
The Enhanced IP Softphone 2050 Call Control window (shown in
Figure 2 on page 15) includes the enhanced features that enable you to
make and manage telephone calls. The Enhanced Call Control window is
also known as the Primary User Interface.
The elements of the Enhanced Call Control window are described in
Table 1 on page 16.
To open the Enhanced Call Control window from the Standard Call
Control window:
1. On the Standard Call Control Window click Application.
2. Click Select Skin.
3. Click Enhanced.
To change the information that appears on the window:
1. Click Trays.
2. Click one of the following:
—lines
—number
—combo

IP Softphone 2050 Call Control window
15
Figure 2: Enhanced Call Control window
Application
Navigation
Show Lines
Copy
Quit
Hold
Line keys
Tray Menu
List
Directory
Message
Waiting
Light
Soft keys
Volume
buttons
Mute
button
Services
Open
Next
Toolbar
Goodbye
Answer/
Handsfree
Local
Directory
Callers List
Previous Toolbar
Quick Dials
Redial List
keys
Information
Help/About
Inbox/Message
Outbox/Shift
Exit
Minimize
Primary
display

IP Softphone 2050 Call Control window
16
Call Control window elements and functions
Table 1 describes the elements and functions of both the Standard and
Enhanced Call Control windows.
Table 1: IP Softphone 2050 components and functions
(Part 1 of 4)
Element Function
Application To access the Application menu.
Message Waiting
light
Flashes when a message is waiting.
Primary display To provide call information (such as Caller ID)
and instructions for using certain soft key
features. When the telephone is idle, only the
date and time are displayed.
Soft keys To provide access to programmable functions.
Four soft-labeled feature keys are available:
Transfer for connecting calls to other people,
Conference for group calls, Forward, and
More... for accessing additional features.
To select a feature, click the appropriate soft key
button, and then follow the instructions on the
display.
The soft key features that are available vary,
depending on:
• Your current task. The features available at
any time depend on your current call activity.
• The features that are available on your
server. Much of the functionality of the
IP Softphone 2050 is dependent on the
communication server configuration.
Note: If more than four features are
available, click the More soft key to see
them.

IP Softphone 2050 Call Control window
17
Show Lines To change the tray on the Call Control window
(show or hide the Line buttons).
Copy To copy a network service, feature, or folder.
Quit To quit a network service or feature.
Navigation arrows To scroll through menus and lists in the display
area.
Volume To increase or decrease the headset volume.
Mute To listen to the receiving party without
transmitting. Click the Mute button again to
return to a two-way conversation. The Mute
button mutes the Headset microphone.
Answer/Handsfree To answer and make calls.
Hold To place an active call on hold.
The feature key label for the held line displays a
flashing icon to indicate that the call is on hold.
Return to the call by clicking the Line button of
the call on hold.
Goodbye To terminate an active call.
Line keys To access one of six programmable Line keys
that can represent line appearances, DNs, or
features. The communication server provides the
labels that appear on these keys.
Dialpad To dial a telephone number. Simply click the
numbers you want to enter.
The following Standard toolbar elements apply to the Standard
Call Control window ONLY.
Inbox/Messages To access your messages or return a call.
Table 1: IP Softphone 2050 components and functions
(Part 2 of 4)
Element Function

IP Softphone 2050 Call Control window
18
Outbox/Shift To toggle between feature key displays.
Directory To access a Network Directory.
Depending on how your system administrator
has set up this service, this button provides
access to one of the following: Local Directory,
Personal Directory, Redial List, Callers List
features, or some other server-based directory
service. You can use the Directory to place a call.
The call is placed on your prime line unless you
select a different line.
Services To access a list of network services.
Open To open a network service, feature, or folder.
Copy To copy a network service, feature, or folder.
Quit To quit a network service or feature.
The following Network Services toolbar elements apply to the
Enhanced Call Control window ONLY.
Tray Menu List To scroll through an opened directory menu.
Directory To access a directory such as the Personal
Directory, with up to 100 entries, or Network
Directory.
Depending on how your system administrator
has set up this service, this button provides
access to one of the following: Local Directory,
Personal Directory, Redial List, Callers List
features, or some other server-based directory
service.
Inbox/Messages To access your messages or return a call.
Outbox/Shift To toggle between feature key displays.
Table 1: IP Softphone 2050 components and functions
(Part 3 of 4)
Element Function

IP Softphone 2050 Call Control window
19
Hot keys
Within the Call Control window, the computer keyboard provides hot keys
to access common features:
• Enter – Answer a call.
• F12 – Release or terminate a call.
• Esc – Release or terminate a call.
• F5 – Put call on hold.
Services To access a list of network services.
Open To open a network service, feature, or folder.
Next Toolbar To display the next toolbar.
The following Local Directory Quick Access toolbar elements
apply to the Enhanced Call Control window ONLY.
Previous Toolbar To display the previous toolbar.
Quick Dials To open the list of contacts stored in the
Quick Dials section of the Local Directory.
Redial List To open the list of up to 20 of the last calls you
made.
Callers List To open the list of up to 100 of the calls you have
received.
Local Directory To open the Local Directory.
Show Lines To change the tray on the Call Control Window
(show or hide the line buttons).
Copy To copy a network service, feature, or folder.
Quit To quit a network service or feature.
Table 1: IP Softphone 2050 components and functions
(Part 4 of 4)
Element Function

IP Softphone 2050 Call Control window
20
• F1 to F4 correspond to the soft keys 1 to 4.
• Alphabetic keys map to numbers like dialpad mapping.
• Arrow keys are equivalent to the navigation keys.
• Alt-V can be used to paste data into the interface. (For example, you
can copy a phone number from an application and paste it into the
IP Softphone 2050 interface using the Alt-V key combination.)
Local Directory
The IP Softphone 2050 Local Directory enables you to store a phone
directory on your computer and link to external directories. It also enables
you to filter directories so they are easier to use.
Note: Do not confuse the IP Softphone 2050 Local Directory with the
Network Directory that you can access by clicking the Directory
toolbar button.
To open the Local Directory:
1. Click Application Menu.
2. Click Local Directory.
3. Click one of the following:
—Local Directory
—View Local Directory
Note: You can also click the Local Directory icon on the Enhanced
Call Control window toolbar.
The Shortcut Bar on the left side of the Local Directory lets you access
groups and directories. Groups enable you to organize your directories.
A group is represented by a button on the Shortcut Bar. Directories
appear as icons inside groups.
To select a group, click its button. By default, the Local Directory has two
groups: Main and Quick Dials.